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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

A strong quarterly earnings beat and first reported profit, driven by rapid growth in AI compute and Starlink, are driving attention; traders are also reacting to Musks ambitious revenue outlook. Bulls welcome the results, while skeptics argue that heavy AI infrastructure spending, a lofty valuation, and upcoming share unlocks may limit the stocks response.

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 preliminary Q1 update, which sharply raised its revenue outlook and projected higher gross margins on AI-platform demand, is the dominant catalyst. Traders welcomed the stronger outlook but debate whether it can sustain a rebound, citing the stocks volatile pullback and lingering concerns about execution, governance, and the broader AI trade.

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 report beat earnings expectations, but softer fourth-quarter guidance and a reduced advertising outlook heightened concerns about slowing growth and pressured the stock. Traders are divided between bearish views on the outlook, engagement and competition, and dip-buying based on the companys profitability and quarterly performance.

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 5500 chips have traders weighing strong demand against U.S. export limits and Nvidias ability to supply the cards. The muted share-price response is fueling debate over whether AI demand can offset broader concerns about spending, financing risks, and weakness across chip stocks.

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

Intel is drawing attention after a sharp semiconductor-sector selloff and a volatile rebound, with traders citing JPMorgans upgrade to Neutral and improved execution while watching for earnings. Bulls also point to reported foundry customer prospects and Intels AMD AI-software collaboration, while skeptics question whether the turnaround can sustain the recovery.

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

Anticipation of Teslas quarterly results dominates, with traders debating pressure on margins and valuation versus possible updates on robotaxis, Optimus and AI. SpaceX merger speculation adds to the bullish chatter, though some traders say no deal is confirmed and expect a possible sell-the-news reaction.

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. 

Traders attributed NBISs rebound to strong SpaceX results and commentary they saw as evidence of continued demand for AI compute, lifting the broader neocloud group. The optimism is tempered by concerns over debt, funding needs and AI infrastructure spending, with traders divided on whether the bounce can hold.

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

IREN is caught in a sharp selloff across AI neocloud and data-center stocks amid concerns about financing, AI infrastructure returns, and possible industry consolidation. Traders are divided: some point to co-CEO Daniel Roberts comments that IRENs data centers were built with cash and to its customer contracts as reassurance, while others remain concerned about execution, delays, dilution, and the stocks weakness versus peers.

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 is drawing attention as traders await the 80th-death trigger for final analysis of its Phase 3 REGAL AML trial; the last disclosed count was 78, and no results announcement is confirmed. A sharp share-price rebound has fueled speculation about favorable data and a potential buyout, while some traders say the move lacks a confirmed company catalyst and stress that the trial outcome remains uncertain.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Debt and refinancing concerns, amplified by HSBCs bearish assessment, are driving debate as traders weigh further downside against a sharp rebound and potential short squeeze. Bulls point to strong AI-compute demand and reported GPU price increases, while skeptics question whether CoreWeaves backlog can offset its financing needs.

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Analysts Estimate Baker Hughes (BKR) to Report a Decline in Earnings: What to Look Out for

Baker Hughes (BKR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Can SLB Stock Extend Its Winning Streak With Strong Q3 Earnings?

SLB heads into Q3 earnings with four straight beats and support from rising oil prices, but declining EPS estimates and a negative Earnings ESP raise questions.

If You Invested $100 In Baker Hughes Stock 5 Years Ago, You Would Have This Much Today

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Top Analyst Reports for Costco, Walt Disney & Marriott

Costco, Walt Disney and Marriott lead today's top analyst reports, with strong sales, streaming growth and travel demand offset by key business challenges.

Kinder Morgan to Report Q3 Earnings: What's in Store for the Stock?

KMI heads into Q3 earnings with higher natural gas volumes, rising LNG demand and fee-based contracts expected to support its performance.

Liberty Energy Gears Up to Report Q3 Earnings: Here's How It Will Fare

LBRT is set to report Q3 2026 earnings, with strong fleet utilization and pricing gains facing cost pressures and a downward estimate revision.

Venture Global Taps GE Vernova, Baker Hughes to Fuel Its AI Infrastructure Ambitions

Venture Global signs deals with GE Vernova and Baker Hughes to develop up to 10 GW of off-grid power capacity for AI data centers.read more...

Will Baker Hughes (BKR) Beat Estimates Again in Its Next Earnings Report?

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Baker Hughes Signs Power Agreement With Venture Global For U.S. On-Site Power Generation

(RTTNews) - On Thursday, Baker Hughes (BKR) signed a power agreement with Venture Global and GE Vernova to support U.S. on-site power generation for LNG production and potential future data center projects...

VG Stock Rises Premarket On GE Vernova, Baker Hughes Power Deals – Traders Eye This Crucial Resistance Level

Equity

Venture Global signed agreements with GE Vernova and Baker Hughes to develop up to 16 new power units, with 720 megawatts of capacity each.


Baker Hughes Co. is a holding company, which engages in the provision of oilfield products, services, and digital solutions. It operates through the Oilfield Services and Equipment (OFSE) and industrial and Energy Technology (IET) segments. The OFSE segment designs and manufactures products and provides services for onshore and offshore oilfield operations. The IET segment combines expertise, technologies, and services for industrial and energy customers including on and off-shore, LNG, pipeline and gas storage, refining, petrochemical, distributed gas, flow and process control, and industrial segments such as nuclear, aviation, automotive, marine, food and beverage, mining, cement and utilities. The company was founded in April 1987 and is headquartered in Houston, TX.

Baker Hughes Co - Ordinary Shares - Class A

Bullish Sentiment

<ul class="summary-bullets"><li>Venture Global expects to place its first equipment order by the end of 2026.</li><li>Venture Global said the agreements will eventually support its 10 gigawatts (GW) of computing capacity goal by 2034</li><li>BofA raised the VG’s price target to $18 from $16 and kept a ‘Buy’ rating, according to The Fly.</li></ul>Venture Global (VG) was on investors’ radar on Thursday after the liquefied natural gas (LNG) exporter announced new agreements with GE Vernova (GEV) and Baker Hughes (BKR) to expand its independent, ‘Island-Mode industrial power network’ amid increasing demand from AI data centers.At the time of writing, <a class="mention" data-mention="$VG" data-symbol-id="VG" href="https://stocktwits.com/symbol/VG" target="_blank">VG shares</a> were up 3.2% in pre-market trading. <a href="https://stocktwits.com/symbol/GEV">GEV shares</a> were down 3.5%, while <a href="https://stocktwits.com/symbol/BKR">BKR</a> edged 0.8% higher.<h2 class="st-heading-2">Venture Global Says Agreements Support 10 GW Goal</h2>The agreements will develop up to 16 new power units, each with 720 megawatts (MW) of capacity. Venture Global said the agreements will eventually support its goal of 10 gigawatts (GW) of computing capacity by 2034.The electricity would be generated in Island Mode using natural gas. Island Mode is when the plant disconnects from the main utility grid and continues running independently to supply power. In this case, data centers would be able to operate without relying on public power grids.Venture Global expects to place its first equipment order by the end of 2026, with further expansion depending on customer commitments. The new agreements will expand the company’s 4.5 GW of Island Mode modular, gas-fired generation.&nbsp;“By providing Island-Mode power generation, gas supply, closed-loop water systems, thousands of acres of land, data centers, and other necessary infrastructure, Venture Global is creating a vertically integrated AI utility that could solve for the many chokepoints associated with the AI buildout,” said Mike Sabel, Venture Global CEO.<h2 class="st-heading-2">VG’s Existing Partnerships</h2>The agreements build on longstanding partnerships. Baker Hughes <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investors.bakerhughes.com/news/press-releases/news-details/2025/Baker-Hughes-Announces-Major-Gas-Technology-Orders-for-Venture-Global-LNG-01-30-2025/default.aspx">secured</a> LNG equipment orders from Venture Global for U.S.-based LNG projects last year, while GE Vernova supplied electrical infrastructure for Venture Global’s Plaquemines project in Louisiana.Venture Global has more than 100 million tonnes per annum (MTPA) of LNG capacity in production, construction or development. Earlier this month, VG struck a 20-year deal to supply ConocoPhillips (COP) with 1 MTPA beginning in 2030. This followed a deal with China Gas in September for the supply of 0.5 MTPA.<h2 class="st-heading-2">Will VG Break This Resistance?</h2>VG shares have recovered from their late-September lows at $12.34 but have failed to break above the 50-day moving average (50-DMA). A decisive move above $13.89 could signal improving momentum.<img src="https://news.stocktwits-cdn.com/VG_32cdb99605.png" alt="VG.png">Separately, BofA raised the VG’s price target to $18 from $16 and kept a ‘Buy’ rating, according to The Fly.<h2 class="st-heading-2">Retail Wants A Customer Name</h2>Despite the recent recovery, retail sentiment on Stocktwits surrounding VG trended in the ‘extremely bearish’ territory over the past 24 hours.<img src="https://news.stocktwits-cdn.com/VG_S_38fb4a7786.png" alt="VG S.png">One user said the name of a data center customer would make the deal concrete.<stembedurl>https://stocktwits.com/LibranofJoy/message/666567736</stembedurl>VG shares have soared nearly 90% so far this year.Also read:<a href="https://stocktwits.com/news-articles/markets/equity/redwire-rdw-york-yss-space-stock-piper-sandler-growth-risks/cZxWrUNRBAF">&nbsp;RDW, YSS Stocks Extend Losing Streaks: Piper Sandler Sees Competition, Growth Risks</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Venture Global LNG company logo is displayed at the New York Stock Exchange during morning trading on January 24, 2025 in New York City. (Photo by Michael M. Santiago/Getty Images)

Venture Global signed agreements with GE Vernova and Baker Hughes to develop up to 16 new power units, with 720 megawatts of capacity each.

VG Stock Rises Premarket On AI Power Deals – Traders Are Watching This Resistance Level 

GE Vernova Inc.

Venture Global Inc

Track BKR stock price, charts, news and real-time market activity on Stocktwits. Join the BKR message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around Baker Hughes Co stock.

BKR Stock Price Today - Baker Hughes Co News, Charts, Retail Sentiment

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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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