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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs earnings beat was overshadowed by softer revenue guidance, a reduced advertising outlook, and concerns about slowing growth, prompting analyst downgrades and price-target cuts. Traders are split between viewing the outlook and competition concerns as signs of a deeper growth problem and treating the selloff as an overreaction and buying opportunity.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro sharply raised its preliminary fiscal Q1 outlook on stronger AI-platform demand and improved gross-margin expectations, driving a rally. Traders largely welcomed the demand signal and speculated about a short squeeze, while skeptics questioned whether margins, cash flow and execution can sustain the move.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs strong third-quarter results, including its first profit as a public company and rapid AI-compute growth, prompted a rally and a wave of analyst upgrades. Traders are broadly upbeat, while skeptics point to heavy capital spending and upcoming share unlocks; a possible Tesla merger is also being discussed but remains exploratory.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&Ts earnings beat and higher outlook failed to prevent a selloff, with traders pointing to postpaid phone additions falling short of expectations. The reaction is debated as either concern about subscriber momentum and lingering SpaceX competition or an overreaction to otherwise solid results, with some investors buying the dip.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strives upsized SATS preferred offering and continued Bitcoin purchases are driving attention as the company expands its crypto treasury. Traders are divided between viewing the accumulation as bullish Bitcoin exposure and warning that preferred dividend costs and dilution could weigh on common shareholders.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabets upcoming earnings have traders focused on Google Cloud growth and whether AI investments can generate returns, amid widespread concern about heavy capital spending and speculation it could rise further. The debate is split between dip-buyers citing Alphabets AI and cloud businesses and bearish traders worried about spending, search disruption, and the shares persistent weakness.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is caught in a sharp memory-chip selloff and rebound debate, with traders pointing to concerns about Chinese competitor CXMT, South Korean market weakness and broader doubts about AI spending. Bulls argue those fears overstate the threat to NAND demand and cite tight memory supply and upcoming earnings, while bears warn that memorys cyclical risks and the wider tech unwind could keep pressure on shares.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is drawing attention for its sharp pullback and weak price action ahead of earnings, with traders watching whether cloud growth and AI investment can translate into returns. The discussion is split between dip-buyers citing its AI and quantum-computing progress and bearish traders focused on underperformance, technical support, and heavy capital spending.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BCRX is drawing attention amid persistent share-price weakness despite community references to ORLADEYO growth and profitable results, fueling criticism of management and calls for buybacks or a sale. Some traders point to future navenibart and Netherton data and continued ORLADEYO growth as potential catalysts, while skeptics focus on dilution, debt and uncertainty around the companys acquisition-led strategy.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Early Phase 1 azer-cel findings in progressive MS are the main focus, with traders highlighting reported deep B-cell depletion and disability or MRI signals as a potential growth story beyond BRIUMVI. The reaction is broadly optimistic but tempered by the small, preliminary study and uncertainty about whether the data will translate into meaningful clinical benefit; some also note the stocks muted, choppy response.

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Clean Energy ETF (ACES) Hits New 52-Week High

ACES hits a 52-week high, surging about 77% from its low as rising oil prices and energy security fears boost clean energy momentum.

NRGV Stock Clocks Best Week In 8 Months: Retail Cheers 'Fruitful' Long-Term Investment

Equity

Energy Vault Holdings has surged nearly 31% last week, driven by investor optimism over its new projects and a strong future outlook. 

The Zacks Analyst Blog ICLN, QCLN, ACES and TAN

ICLN, QCLN, ACES and TAN gain attention as low-emission power growth outpaces global electricity supply growth.

Green ETFs to Watch as Low-Emission Power Beats Global Electric Supply

 Green ETFs like ICLN surge as renewables matched coal generation in 2025, with solar and nuclear driving global low-emission power growth.

Rivian Reports 19% Jump In Q1 Deliveries, Signals Steady Growth 

The electric vehicle maker reaffirmed 2026 delivery guidance of 62,000 to 67,000 vehicles. 


RIVN Stock Gains 4% Pre-Market After TD Cowen Upgrade: Analyst Sees Strong Demand For Upcoming R2 Models

The firm believes the new lineup could significantly expand Rivian's addressable EV market.

Green ETFs to Watch as US Clean Power Adds Record 50GW in 2025

Green ETFs like ICLN are in focus after U.S. clean power installations hit a record 50.3 GW in 2025, as solar, wind and battery storage drive grid expansion.

Green ETFs to Watch as Global Energy Transition Investment Crosses $2T

Green ETFs like ICLN come into focus as global energy transition investments hit a record $2.3 trillion in 2025, led by transport and renewables.

PLUG Shares Are Rising Today – Here’s Why?

The company’s special meeting this week includes proposals that are critical to supporting its ongoing operations, financial flexibility and long-term growth strategy.

PLUG Shares Soar Over 10% Ahead Of CEO’s Reddit AMA On Upcoming Share Count Vote 

Plug said the ‘Ask Me Anything’ session will focus exclusively on the company’s upcoming Special Meeting of Stockholders scheduled for Jan. 29, 2026. 


ALPS ETF Trust - ALPS Clean Energy ETF

Bearish Sentiment

<ul class="summary-bullets"><li>On Stocktwits, retail users cheered the stock’s rally, calling it a promising long-term play.</li><li>Last week, the company said that it had entered into a strategic development agreement with Eskom Holdings to deploy up to 4 GWh of long-duration energy storage across 16 South African member states by 2035.&nbsp;</li><li>Energy Vault said in its Q1 report that it now had total assets of more than 1 GW, expected to yield an annual recurring adjusted EBITDA run rate of over $180 million, ahead of previous guidance.</li></ul>Energy Vault Holdings Inc. (NRGV) drew retail attention after posting its best weekly performance since September 2025 amid its expansion into energy infrastructure projects and soaring demand for AI-driven power.<a href="https://stocktwits.com/symbol/NRGV">NGRV stock</a> climbed nearly 31% last week. The ticker was trending on Stocktwits at the time of writing amid ‘extremely high’ message volumes. The stock also saw a 9.8% increase in watchers on the platform last week, according to Stocktwits data.<h2 class="st-heading-2">NRGV: Retail Spotlight</h2>One bullish user on the platform said that the upcoming week would be “interesting” for the company, as the stock would stand to benefit from ongoing geopolitical tensions. “This stock is at a interesting intersection of energy and their tech, and with geopolitics dragging on, seems like a fruitful place to park $,” the user said.<stembedurl>https://stocktwits.com/WallStreetWomper/message/653637458</stembedurl>Another user said, “Time to buy buy buy!”<stembedurl>https://stocktwits.com/cantaffordtoretire/message/653586644</stembedurl>A third user said, “watchers consistently climbing daily volume up trend up.... Up..up.. and away!”<stembedurl>https://stocktwits.com/BRNDN/message/653474326</stembedurl><h2 class="st-heading-2">NRGV’s Massive Projects</h2>Last week, Energy Vault said that it had entered into a strategic development agreement with South Africa’s state-owned electricity utility, Eskom Holdings, to deploy a long-duration gravity energy storage system with the intention to license, co-develop, and partner to deploy up to 4 GWh of long duration energy storage across 16 member states by 2035.Last month, the company also entered the Japanese market through a binding agreement to acquire a pipeline of BESS projects from a leading domestic energy storage developer, consisting of 350 MW of advanced-stage BESS projects targeted to commence construction in the second half of 2027 and reach commercial operations beginning in the second half of 2028.The announcements have boosted investor sentiment amid growing demand for power as energy-intensive AI data centers have strained power grids.<h2 class="st-heading-2">Strong 2026 Guidance</h2>Although the company missed expectations on its earnings per share in the latest quarterly update, Energy Vault’s backlog and full year 2026 guidance came in strong.The company said it had a backlog of $1.35 billion in the first quarter, indicating a 108% growth year-on-year. It also projected revenue between $225 million and $300 million for the full year, and gross margin between 15% and 25%. In addition, Energy Vault said that it now had total assets of more than 1 GW, expected to yield over $180 million-plus in annual recurring adjusted earnings before interest, tax, depreciation and amortization run rate ahead of previous guidance.The stock has surged a whopping 566% in the last one year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Picture for representational purpose. Close-up of energy on a black background via Getty Images. 

Energy Vault Holdings has surged nearly 31% last week, driven by investor optimism over its new projects and a strong future outlook.

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Energy Vault Holdings Inc

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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