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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 Q3 earnings beat expectations, with rapid growth in its AI-compute and Starlink businesses and a return to profitability drawing attention. Traders are split over the results muted share reaction, questioning the valuation and heavy AI infrastructure spending, while flagging upcoming insider share unlocks as a potential source of selling pressure.

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

SMCI is drawing attention after a preliminary Q1 update sharply raised its revenue outlook on stronger AI-platform demand and projected higher gross margins than prior guidance. Bulls see evidence of resilient AI-server demand and a possible short squeeze, while skeptics note the stock has struggled to hold its initial jump and cite lingering execution, governance, and profitability concerns.

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 quarterly results drew attention as an earnings beat and roughly in-line revenue were overshadowed by softer Q4 guidance and a lower advertising outlook, prompting a sharp selloff. Traders focused on slowing growth, ad execution, viewer engagement and competition, while some argued the reaction was overdone given the companys profitability and bought the dip.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Reported Chinese orders for Nvidias export-compliant RTX PRO GPUs have drawn attention, with traders noting that demand reportedly exceeds available supply. The community is split over why the stock has remained weak despite that demand: some see it as evidence of continued AI spending, while others point to concerns about AI-capex sustainability, financing risks and broader chip-sector selling.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels sharp, volatile pullback and approaching earnings are driving debate over whether the shares can rebound or face further downside. Bulls cite JPMorgans upgrade and potential foundry customer wins, while skeptics point to valuation, the equity offering, and weak semiconductor-sector momentum.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS shares are drawing attention amid a sharp rally and anticipation of the 80th event in its Phase 3 REGAL trial, which triggers final analysis; traders also read the CEOs optimistic anniversary message as a possible buyout signal. No buyout, data release, or leak is confirmed, and some traders view the move as speculation and volatile trading without a new announcement.

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 a volatile selloff across AI-infrastructure and neocloud stocks, as traders weigh continued demand for AI compute against concerns about heavy data-center spending and financing risks, particularly after CoreWeaves debt worries and warnings about the neocloud sector. Some see Nebius as better positioned than leveraged peers and view rebounds as buying opportunities, while others remain cautious about funding needs, weak sector sentiment, and the approaching earnings report.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas upcoming quarterly results are driving heavy positioning, with traders focused on margins and guidance after deliveries were already reported; some expect a strong print, while others warn of a miss or a sell-the-news reaction. Speculation about a possible SpaceX merger is adding to the buzz, but traders note there is no confirmed agreement.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IRENs sharp selloff has fueled debate over funding risks across AI-focused neoclouds and whether the sectors heavy infrastructure spending can earn adequate returns. Traders cite co-CEO Daniel Roberts comments that the data centers were funded with cash and customer prepayments help cover GPU costs as reassurance, but many remain frustrated by IRENs weakness versus peers and question whether the decline is over.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Barclays downgrade of Dell and concerns that recent server revenue growth reflects higher memory costs more than accelerating enterprise AI demand have dominated discussion, alongside a sharp selloff in AI infrastructure stocks and inflation concerns. Traders are split between viewing the drop as justified by valuation and uncertain growth, and calling it an overreaction and buying opportunity.

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Are You Looking for a Top Momentum Pick? Why Antero Resources (AR) is a Great Choice

Does Antero Resources (AR) have what it takes to be a top stock pick for momentum investors? Let's find out.

Wall Street Analysts Think Antero Resources (AR) Could Surge 26.65%: Read This Before Placing a Bet

The mean of analysts' price targets for Antero Resources (AR) points to a 26.7% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Is Antero Resources (AR) Stock Undervalued Right Now?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Expand Energy Stock Declines 17% YTD: How Should Investors Play It?

EXE's shares fall 17% YTD despite rising earnings estimates and a discounted valuation, as the Twin Eagle deal offers growth amid mounting risks.

Antero Resources Announces Third Quarter 2026 Earnings Release Date and Conference Call

Antero Resources Announces Third Quarter 2026 Earnings Release Date and Conference Call Antero Resources Announces Third Quarter 2026 Earnings Release Date and Conference CallPR NewswireDENVER, Oct. 14, 2026DENVER, Oct. 14, 2026 /PRNewswire/ -- Antero Resources (NYSE: AR) ("Antero" or the...

WhiteHawk Minerals Corp. Announces Closing of $111.8 Million of Acquisitions and Related Financings; Revolving Credit Facility Borrowing Base Increased to $175.0 Million

WhiteHawk Minerals Corp. (NYSE: WHK) (WhiteHawk or the Company) today announced the closing of approximately $111.8 million of acquisitions (the Acquisitions), including the approximately $105.0 million purchase of Marcellus, Utica and Haynesville Shale natural gas mineral and royalty assets from...

Data Center Buildout Boosts Natural Gas Use: WMB, AR & KMI to Gain?

AI-driven data center growth is lifting natural gas demand, putting Antero Resources, Williams and Kinder Morgan in a position to capitalize on energy needs.

Why Is W&T (WTI) Up 16.5% Since Last Earnings Report?

W&T (WTI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Why Is Antero Resources (AR) Up 9.1% Since Last Earnings Report?

Antero Resources (AR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Crude’s Hot Trade Is Getting Crowded – And One Investor Says He’d ‘Definitely Pass’ On Oil Stocks

Equity

In a post on X on Thursday, the Kobeissi Letter pointed out that energy stocks are seeing unprecedented demand from hedge funds.

Antero Resources Corp. engages in the development, production, exploration, and acquisition of natural gas. It operates through the following segments: Exploration and Production, Marketing, and Equity Method Investment in Antero Midstream. The Exploration and Production segment deals with the development and production of natural gas, NGLs, and oil. The Marketing segment refers to marketing and utilization of excess firm transportation capacity. The Equity Method Investment in Antero Midstream segment represents midstream services. The company was founded by Paul M. Rady and Glen C. Warren, Jr. in June 2002 and is headquartered in Denver, CO.

Antero Resources Corp

Bullish Sentiment

<ul class="summary-bullets"><li>The market commentator said that hedge funds have now turned most overweight on energy stocks relative to global stocks since June 2024.</li><li>However, Morningstar noted in a recent report that while energy stocks' performance has become more volatile recently, the sector continues to outperform the broader market.&nbsp;</li><li>Meanwhile, a Bloomberg report, citing people familiar with the matter, said Venezuela is considering leaving the Organization of the Petroleum Exporting Countries (OPEC).&nbsp;</li></ul>Oil prices have been on a sharp climb this year as the U.S.-Iran war pressured energy supply amid the closure of the critical Strait of Hormuz.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/uso">United States Oil Fund (USO)</a>, which tracks the daily price movements of West Texas Intermediate (WTI) light, sweet crude oil, has soared nearly 88% so far in 2026. Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/uco">ProShares Ultra Bloomberg Crude Oil (UCO)</a> has gained more than 120%.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/bno">United States Brent Oil Fund LP (BNO)</a>, an exchange-traded fund that tracks the price movements of Brent crude oil, is up more than 82% in the same time.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260828_112344183_906e1f7574.png" alt="koyfin_20260828_112344183.png" width="2400" height="1500"></figure>As oil prices continue their upward trend amid the ongoing ambiguity between the U.S. and Iran, some market participants think the energy sector is overcrowded.&nbsp;<h2 class="st-heading-2">Hedge Funds Have Piled Into Oil Stocks</h2>The Kobeissi Letter, which provides commentary on global capital markets, pointed out in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2093064758161215661">post</a> on X on Thursday that energy stocks are witnessing unprecedented demand from hedge funds.&nbsp;“Hedge funds bought the most global energy stocks in almost 4 years last week. This also marks their 12th weekly purchase over the last 13 weeks,” it said.&nbsp;As a result, hedge funds have now turned most overweight on energy stocks relative to global stocks since June 2024, marking a sharp reversal from their most underweighted position since 2021, recorded in February 2026, The Kobeissi Letter said.&nbsp;“The only period where hedge funds had a materially larger energy exposure relative to global equities was during the 2022 energy bull market. The energy trade is becoming increasingly crowded,” it concluded.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/H_Qw_Jt1q_WIAAN_Yo_L_100ca0aac6.jpeg" alt="HQwJt1qWIAANYoL.jpeg" width="973" height="691"><figcaption>Source: The Kobeissi Letter</figcaption></figure>Meanwhile, Andrew Graham, the founder and managing partner of Jackson Square Capital, said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=HfZZeojZf8g">interview</a> to TheStreet that he would “definitely pass on” oil stocks after taking profits from&nbsp;<a href="https://stocktwits.com/symbol/vlo">Valero Energy Corp. (VLO)</a> and&nbsp;<a href="https://stocktwits.com/symbol/mpc">Marathon Petroleum Corp. (MPC)</a>.&nbsp;“There's oil getting out of the Gulf way more than I think people realize. So, we would avoid energy,” he said.&nbsp;VLO stock has surged nearly 110% so far in 2026 and MPC stock has gained 120% in the same time. Some of the bigger oil companies, including&nbsp;<a href="https://stocktwits.com/symbol/Xom">Exxonmobil Holdings Corp. (XOM)</a>,&nbsp;<a href="https://stocktwits.com/symbol/cvx">Chevron Corp. (CVX)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/cop">ConocoPhillips (COP)</a> have also seen their stock prices rise by double-digits.&nbsp;<img src="https://news.stocktwits-cdn.com/koyfin_20260828_113517170_9f01f7b647.png" alt="koyfin_20260828_113517170.png"><h2 class="st-heading-2">Venezuela Mulls OPEC Exit&nbsp;</h2>Meanwhile, a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-08-27/venezuela-weighs-opec-exit-after-decades-as-it-deepens-us-ties">report</a> from Bloomberg, which cited people familiar with the matter, said that Venezuela is considering leaving the Organization of the Petroleum Exporting Countries (OPEC).&nbsp;Venezuela currently produces only about 1.16 million barrels per day and is exempt from OPEC quotas, but an exit could allow it to pursue higher production without future restrictions.&nbsp;The news comes after the U.S. intervention in Caracas earlier this year, which resulted in the ouster and capture of former Venezuelan President Nicolás Maduro.Since then, the Trump administration has restored diplomatic ties, eased some sanctions on the country and gained greater influence over Venezuela’s oil revenues and industry.&nbsp;Chevron has also expanded its operations in Venezuela, even as Washington is discussing a potentially major stake in Venezuelan oil fields. This could result in oil output rising substantially over time, adding to the global oil surplus expected by the International Energy Agency, potentially putting downward pressure on crude prices.&nbsp;The IEA expects an oil surplus of about 5 million barrels per day in 2027, up from a 1.27 million bpd deficit amid the restricted Middle East supply. However, eventual higher Iranian exports and a reopening of the Strait could push global supply well above demand, the agency has said.&nbsp;Venezuela’s exit from the OPEC could also set a precedent among other members to prioritize market share, increasing the risk of an OPEC price war.<h2 class="st-heading-2">Morningstar Says Oil Still Attractive Despite Volatility&nbsp;</h2>In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.morningstar.com/stocks/best-energy-stocks-buy">report</a> published last week, Morningstar noted that while energy stocks performance has become more volatile recently, the sector continues to outperform the broader market, with a prolonged conflict between the U.S. and Iran potentially keeping energy prices elevated.&nbsp;Beyond exposure to oil and gas prices, energy stocks can offer portfolio diversification, as their performance often differs from other sectors, the firm said. Many also provide relatively high dividend yields, making them attractive to income-focused investors. Additionally, energy equities can serve as a hedge against inflation, since higher oil and gas prices often accompany rising inflation.The firm named&nbsp;<a href="https://stocktwits.com/symbol/exe">Expand Energy (EXE)</a>,&nbsp;<a href="https://stocktwits.com/symbol/ar">Antero Resources (AR)</a>,&nbsp;<a href="https://stocktwits.com/symbol/eqt">EQT Production Company (EQT)</a>,&nbsp;<a href="https://stocktwits.com/symbol/dvn">Devon Energy (DVN)</a>,&nbsp;<a href="https://stocktwits.com/symbol/bkr">Baker Hughes (BKR)</a> and&nbsp;<a href="https://stocktwits.com/symbol/et">Energy Transfer (ET)</a> as the most undervalued energy stocks as of Aug. 18.&nbsp;<h2 class="st-heading-2">What’s Retail’s Stance On Oil?</h2>On Stocktwits, retail sentiment around USO and UCO stocks was ‘extremely bearish’ at the time of writing, while it was in the ‘bearish’ territory for BNO.&nbsp;Retail sentiment for XOM, CVX, VLO and MPC was also ‘bearish,’ while it was ‘neutral’ for COP.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Over the past year, BATL surged 253%, EONR climbed 111%, and USO advanced 105%. (Photo credit: Getty Images)

USO, UCO, BNO: Oil ETFs Soar In 2026, But Is The Energy Trade Now Too Crowded?

Baker Hughes Co - Ordinary Shares - Class A

United States Commodity Funds LLC - United States Brent Crude Oil Fund

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Devon Energy Corp.

EQT Corp

Energy Transfer LP Unit

Expand Energy Corp. - Ordinary Shares - New

Marathon Petroleum Corp

ProShares Ultra Bloomberg Crude Oil

United States Oil Fund

Valero Energy Corp.

Exxon Mobil Corp

SPDR Oil & Gas Exploration & Production ETF

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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.

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