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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 quarterly earnings report is the dominant focus, with traders watching guidance, subscriber engagement and advertising growth amid concerns about slowing growth, content quality and competition; recent leadership changes and layoffs add to the debate. Bulls see pessimism as overdone, while bears expect further weakness, leaving sentiment sharply divided ahead of the report.

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

A sharp rebound on elevated volume has traders speculating about a news leak or buyout, partly reading CEO Angelos Stergious anniversary message as a signal; neither claim is confirmed. The main underlying focus is the Phase 3 REGAL trials final analysis, triggered at 80 deaths after 78 were last disclosed: bulls interpret the wait as a possible sign of longer survival, while skeptics note the results remain uncertain.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas rally is largely tied to anticipation of the detailed Phase 3 melanoma cancer-vaccine results with Merck at ESMO, after positive topline results sparked a major revaluation. Traders are split between momentum-driven optimism about the broader oncology platform and concerns that expectations and valuation are stretched, with some anticipating a sell-the-news pullback.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

SRPTs sharp move is drawing attention as shares push above recent technical resistance, while traders point to anticipated DM1 and FSHD siRNA data as potential catalysts. Some see strength or possible short covering, while others caution that past rallies have faded and no new catalyst is confirmed in the discussion.

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 under pressure amid broader concerns about neocloud funding, debt, and whether AI infrastructure spending will generate adequate returns; co-CEO Daniel Roberts comments that the data centers were cash-funded and customer prepayments help cover GPU costs are being cited as reassurance. Traders are split between viewing the selloff as an oversold buying opportunity and expecting further downside, with many frustrated that IREN has lagged peers.

Cardano is a blockchain platform built on academic research that enables smart contracts and decentralized applications while using significantly less energy than traditional cryptocurrencies like Bitcoin.   What sets Cardano apart is its methodical, research-driven approach — every major feature is peer-reviewed by scientists and cryptographers before being added to the network. This careful process aims to create a more secure and stable foundation compared to platforms that prioritize speed over thorough testing. The platform's native cryptocurrency, ADA, is used to send money, pay transaction fees, and participate in network governance.  Cardano uses a proof-of-stake system to process transactions, which works differently from Bitcoin's mining approach. Instead of competing to solve complex puzzles, users can "stake" their ADA — essentially locking it up temporarily — to become validators who verify transactions. The system selects validators based on how much ADA they've staked and for how long, then rewards them with additional ADA for their participation. This approach uses far less energy than traditional mining while keeping the network secure. The platform also features a two-layer design that separates basic payment transactions from smart contract operations, allowing each function to be optimized independently for better performance.   ADA holders can earn staking rewards by locking up their tokens to help secure the network, vote on proposed changes to the platform, and use ADA for international money transfers with lower fees than traditional services.  Cardano was founded in 2017 by Charles Hoskinson, who previously helped create Ethereum. Hoskinson leads Input Output Global (IOG), the technology company that builds and maintains Cardano's core software. The ecosystem operates through three organizations: IOG handles technical development, the Cardano Foundation promotes adoption and standardization, and Emurgo helps businesses integrate blockchain technology into their operations. This structure distributes responsibilities across multiple groups rather than concentrating control in a single entity.   In February 2025, major asset manager Grayscale Investments filed to create an exchange-traded fund (ETF) for Cardano with the U.S. Securities and Exchange Commission, which would allow traditional investors to buy ADA through their regular brokerage accounts without needing to set up cryptocurrency wallets.

Cardano

ADAs weak, range-bound trading and exposure to broader crypto-market selling dominate the discussion, with many traders frustrated by failed rallies and warning of more downside. Others view the pullback as consolidation and say they are accumulating or holding, while watching technical resistance and Bitcoins direction.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM shares are under pressure after a quarterly earnings beat failed to offset a narrowed full-year profit outlook that left the midpoint unchanged; weaker U.S. sales and market share also weighed on the reaction. Traders are split between viewing the selloff as overdone given stronger cash-flow guidance and a new buyback, and focusing on the lack of a higher profit outlook.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GEs earnings beat and raised outlook have been met with a sharp selloff, prompting frustration and debate over why strong demand and guidance have not supported the shares. Traders point to profit-taking and elevated expectations, while cost pressures, weaker cash conversion and an insurance-unit loss have raised questions about margins and the quality of the results.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapports Phase 2 RAP-219 trial in bipolar mania met its primary and secondary endpoints, driving attention alongside analyst upgrades. Traders are divided over the modest placebo-adjusted symptom improvement and concerns about discontinuations and agitation, with some viewing the data as a positive proof of concept and others arguing the rally may fade.

Myriad Genetics, Inc. is a molecular diagnostics and precision medicine company committed to advancing health and well-being for all. It develops and commercializes molecular tests that help patients and providers uncover genetic insights. The company was founded by Walter A. Gilbert, Mark H. Skolnick, and Peter D. Meldrum in May 1991 and is headquartered in Salt Lake City, UT.

Myriad Genetics, Inc.

Myriad Genetics agreement to sell its prenatal testing business to Labcorp has driven the sharp share move, with traders viewing the cash sale as a balance-sheet and strategic reset. The community is split between bullish momentum and concern that divesting a revenue-generating unit could leave the remaining business smaller and debt pressures unresolved.

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Brookfield, NextEra To Build $100 Billion AI Hub On Cold War Nuclear Site

Brookfield, NextEra To Build $100 Billion AI Hub On Cold War Nuclear Site

 Authored by Alex Kimani via OilPrice,

The U.S. Department of Energy (DoE) has announced a landmark $100-billion private investment to turn the former uranium enrichment site in Western Kentucky into the new...

Bloom Energy vs. Vertiv: Which AI Infrastructure Stock Is the Better Buy After the Pullback?

Key PointsBloom Energy's expanding partnerships with Oracle and Brookfield Asset Management position it as a direct play on the AI power bottleneck...

Full Transcript: Brookfield Asset Mgmt Q2 2026 Earnings Call

Brookfield Asset Mgmt (NYSE:BAM) released second-quarter financial results and hosted an earnings call on Wednesday. Read the complete transcript below.
Benzinga APIs provide real-time access to earnings callread more...

Canada Has The Nuclear Technology. Why Buy The Dependency?

Canada Has The Nuclear Technology. Why Buy The Dependency?

 Saskatchewan's recent announcement envisages two large reactors supplying more than 2,000 MW in the northwest, potentially starting in 2042, plus at least 600 MW from small modular reactors near Estevan.

The ambition makes...

What Michael Milken Would See In AI Chip Financing

What Michael Milken Would See In AI Chip Financing

 Authored by Patrick Feeley via Substack,

Very few people in the AI financing debate are reading the deals like a credit trader would. We have had a week of headlines about who is raising what. Amazon is moving $8 billion of chips...

The Commercial Real Estate Crash Is Moving From Paper Losses To Realized Losses

The Commercial Real Estate Crash Is Moving From Paper Losses To Realized Losses

 The great commercial real estate waiting game may finally be running out of time, according to Bloomberg.

For years after Covid fundamentally changed how Americans use office space, lenders and property...

Oversold Conditions For Brookfield Asset Management (BAM)

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me...

3 Reasons to Buy Brookfield Renewable Before September Ends

Key PointsBrookfield Renewable is scheduled to report third-quarter earnings in November...

Westinghouse Eyes $50 Billion IPO As America Builds Valuations Faster Than Reactors

Westinghouse Eyes $50 Billion IPO As America Builds Valuations Faster Than Reactors

 Westinghouse, the nuclear business that helped blow a hole in Toshiba's balance sheet, is preparing for a different headline: a potential valuation above $50 billion.

Bloomberg reports that the...

Bloom Energy Is Riding the Data Center Boom to a $25 Billion Backlog. Plug Power Is Passing on It. Here's Why.

Key PointsBloom Energy secured a $25 billion financing deal with Brookfield to build AI-related power infrastructure for data centers...

Brookfield Corp. engages in the management of public and private investment products and services. It operates through the following business segments: Asset Management, Wealth Solutions, Renewable Power and Transition, Infrastructure, Private Equity, Real Estate, and Corporate Activities. The Asset Management segment includes managing long-term private funds, perpetual strategies, and liquid strategies. The Wealth Solutions focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products, and tailored capital solutions. The Renewable Power and Transition segment includes the ownership, operation, and development of hydroelectric, wind, and utility-scale solar power generating assets, distributed energy, and sustainable solutions. The Infrastructure segment comprises the ownership, operation and development of utilities, transport, midstream, and data Assets. The Private Equity segment covers a range of industries, and is mostly focused on ownership and operations in the business services and industrials sectors. The Real Estate segment includes the ownership, operation and development of core and transitional and development investments, including residential development properties. The Corporate Activities segment includes the investment of cash and financial assets. The company was founded in 1899 and is headquartered in Toronto, Canada.

Brookfield Corporation - Ordinary Shares - Class A

Why Is BE Stock Surging Over 7% In Overnight Trading?

Equity

Extremely Bearish Sentiment

<ul class="summary-bullets"><li>The new partnership increases funding from $5 billion to $25 billion, the company said in a statement.&nbsp;</li><li>Brookfield’s global leadership in AI infrastructure development, access to capital, and operating scale will aid Bloom’s growth of a deployable on-site power platform.&nbsp;</li><li>Brookfield’s AI Infrastructure Fund, launched in November 2025, has a target to deploy $100 billion toward AI buildouts globally and the expanded partnership with Bloom indicates 25% of the targeted funding allotment.</li></ul>Shares of Bloom Energy Corp. (BE) surged more than 10% at close on Tuesday and continued to climb by over 7% in the overnight session after it announced an expanded partnership with global investment firm Brookfield.The new partnership increases funding fivefold, from $5 billion to $25 billion, since October 2025, the company said in a statement.<h2 class="st-heading-2">What Does This Mean For Bloom Energy?</h2>The additional financing will help grow the fuel cell partnership globally and reflects the growing demand from hyperscalers and AI infrastructure developers for Bloom Energy’s power supply.Brookfield’s global leadership in AI infrastructure development, access to capital, and operating scale will aid Bloom’s growth of a deployable on-site power platform.“When we formed this partnership, we said it was the first phase of a much larger vision,” Aman Joshi, Chief Commercial Officer of Bloom Energy, said. &nbsp;“Today’s commitment reflects the momentum we are seeing in the market, as evidenced by recently announced large-scale deals. Bloom is uniquely positioned to address the urgent need for clean, reliable power to support the rapid growth of AI. We are pleased with our partnership with Brookfield and look forward to deepening our collaboration on large projects.”<h2 class="st-heading-2">Brookfield’s Growing AI Investments</h2>Brookfield’s AI Infrastructure Fund, launched in November 2025, has a target to deploy $100 billion toward AI buildouts globally. The investment firm’s strategy focuses on investing in large AI factories, power solutions, compute infrastructure, and strategic capital partnerships.The expanded partnership indicates 25% of the targeted funding allotment to Bloom Energy. “Scaling our commitment with Bloom Energy reflects both the strength of this partnership and the conviction behind our broader AI infrastructure strategy, including integrated compute,” said Sikander Rashid, Head of AI Infrastructure at Brookfield.Beyond its investment in Bloom, Brookfield has invested in Radiant, an Nvidia-backed AI infrastructure platform, and committed up to $30 billion in combined AI infrastructure investments through partnerships in France and Sweden to support national AI initiatives, among other avenues.<h2 class="st-heading-2">BE Stock: Retail Stance</h2>On Stocktwits, retail sentiment around BE stock jumped from “bullish” to “extremely bullish” territory over 24 hours amid “extremely high” message volumes.One bullish user said, “A game changing existing $5 billion deal from last year becomes a $25 billion deal 7 months later. This is an epic piece of business. This is evidence (like we needed it at this point) that $BE can deliver. And the current valuation, of course, will now be reevaluated by the street. This stock has a long was to go.”<stembedurl>https://stocktwits.com/Knicks2026/message/657981585</stembedurl>Another bullish investor said that the company is “still undervalued.”<stembedurl>https://stocktwits.com/cloudforever/message/657984654</stembedurl><a href="https://stocktwits.com/symbol/FCEL">BE stock</a> has more than tripled in value so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/pulling-a-bloom-fcel-stock-monster-quarter-rally-has-retail-comparing-it-to-be-playbook/cZ1Qe1WR7i7">‘Pulling A Bloom’? FCEL Stock’s Monster Quarter Rally Has Retail Comparing It To BE’s Playbook</a>

A smartphone displays the logo of Bloom Energy Corporation. (Photo illustration by Cheng Xin/Getty Images)

Bloom Energy announced on Tuesday that it had expanded its funding partnership with global investment firm Brookfield, effective October 2025. 

Bloom Energy Corp - Ordinary Shares - Class A

Brookfield Corporation

Double beat (rev + EPS)

Revenue beat, EPS miss

EPS beat, revenue miss

Double miss

SpaceX ($SPCX) reports earnings after the close today. What do you expect?

Stocktwits

SpaceX

) reports earnings after the close today. What do you expect?

Current Price	$37.33
Prev Close	$36.46
Open	$36.42
Dividend Yield	0.52%
50-Day Moving Average	$39.14
Beta	1.48
Avg. Volume	5.08M
PE Ratio	65.01

52-Week High	$49.57
52-Week Low	$35.61
Market Capitalization	$89.4B
EPS (Annual)	$0.5072
Price to Book	1.92
Revenue Per Employee	$309,944.00

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