Rackspace fell into the $4.50-$5.00 base that has held all year, even as it signs AI deals, after its worst day ever on a guidance cut and a $250M raise. It has inked a 30MW AI compute deal with AMD and launched a framework with Palantir combining Foundry and AIP with Rackspace's governed infrastructure for regulated and sovereign enterprises. A break below $4.26 is the line where the view fails. x.com 

Rackspace is mispriced as the market punishes lowered 2026 guidance while it deliberately sheds low-margin legacy hosting to become an enterprise AI stack operator. Palantir named it a preferred partner for deploying Foundry and AIP in regulated and sovereign markets, and it signed a 30 MW phased deployment of AMD AI compute. Ties with Rubrik, Uniphore, Dell and VMware deepen the moat. CEO Gajen Kandiah says a capital raise will speed the strategy and unlock revenue and EBITDA growth from 2027. … Show more

Rackspace's $250m at-the-market offering to retire about 10% of its debt, paired with a guidance cut, leaves shareholders badly hurt. It shows how absurdly priced AI-linked names have become. x.com 

HUB Cyber Security is in an active short squeeze with shorts trapped. Short interest of 1.22 million shares far exceeds the roughly 0.2 million shares outstanding, and 13G filings show reported ownership exceeding total shares, putting squeeze risk at about 95% after a 390% move. x.com