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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 a softer fourth-quarter outlook and a reduced advertising forecast, renewing concerns about slowing growth and prompting analyst downgrades. Traders are divided between viewing the selloff as an overreaction and expecting further weakness amid content and competition concerns.

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

Strong Q3 results, including a return to profitability and rapid AI-compute growth, have prompted a sharp rally and a wave of analyst price-target increases. Bulls see the results as evidence of expanding demand, while skeptics point to heavy capital spending and scheduled share unlocks as risks of overvaluation and added selling pressure.

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

Alphabet shares are under pressure as traders position around upcoming earnings, with the main debate centering on whether heavy AI and data-center spending will generate returns or weigh on profits. Some see the pullback as an opportunity, citing Cloud growth and Alphabets AI capabilities, while others warn of an AI-trade shakeout and continued selling.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is drawing attention after a sharp decline that traders largely describe as happening without a company-specific headline, amid broader weakness in Chinese and Hong Kong equities and concerns about fading demand for China assets. Bulls view the pullback as an oversold dip near support, while bears point to persistent underperformance and China-related risks; the discussion is split between buying the weakness and calling BABA a value trap.

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 Micros sharply raised preliminary quarterly revenue and gross-margin outlook, attributed to stronger AI-platform demand, is driving attention. Bulls view the update as evidence of growth and cite short-squeeze potential, while skeptics question whether margins, cash flow and execution can sustain the momentum.

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 drawing attention amid sharp swings in memory and semiconductor stocks after a steep pullback, with traders debating whether concerns about AI spending and Chinese competitor CXMT are overstated and whether the rebound can hold ahead of earnings. Bulls cite AI-driven memory demand and anticipate strong results, while bears point to cyclicality, selling pressure, and the risk of further declines.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is caught in the AI neocloud selloff as investors focus on financing risks at CoreWeave and Piper Sandler lowered its view of the sector. Bulls counter that compute demand remains strong and cite Nebiuss CRO saying customer prepayments and its funding mix make it less exposed to debt concerns, while traders also point to SpaceXs demand commentary as support for the AI infrastructure thesis.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet shares are drawing attention for a sharp selloff and weak technical action ahead of earnings, with traders debating whether broad market pressure or concerns about AI and data-center spending are weighing on the stock. The community is split between seeing the decline as a buying opportunity and warning that further weakness could follow if earnings fail to reassure investors about cloud growth and spending returns.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Despite a quarterly earnings beat, shares are under pressure as traders focus on the antitrust settlement charge and narrower da Vinci procedure-growth outlook, alongside planned instrument pricing reductions. The community is split between viewing the growth and selloff as overdone and seeing the outlook and pricing changes as reasons for caution.

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

TG Therapeutics is drawing attention after multiple sclerosis conference updates showed durable long-term BRIUMVI results, a simpler starting regimen in ENHANCE, and encouraging but preliminary early azer-cel findings in progressive MS. Traders largely welcomed the data and see potential to strengthen BRIUMVIs competitive position and expand the pipeline, while others are frustrated by the muted share reaction and caution that the azer-cel study is small and early-stage.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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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.

ALPS Fund Services - ALPS Clean Energy ETF

SPDR S&P Kensho New Economies Composite ETF

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.

Current Price	$26.05
Prev Close	$25.79
Open	$26.09
Dividend Yield	N/A
50-Day Moving Average	$29.24
Beta	N/A
Avg. Volume	25,520.02
PE Ratio	N/A

52-Week High	$43.00
52-Week Low	$25.43
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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