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FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FCEL is drawing attention amid a steep selloff, with traders debating elevated short interest and managements ability to scale production and turn data-center opportunities into firm business. Bulls point to AI power demand and potential contract growth, while bears focus on execution concerns, dilution and the companys long history of shareholder losses.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

A sharp, volatile pullback across AI-optics stocks has put Coherents exposure to data-center spending in focus, with traders citing concerns about AI funding, capex sustainability, and stretched valuations rather than a clear company-specific setback. Some see the selloff as an overdone, sector-wide reset and point to continuing demand for optical connectivity, while others expect further weakness.

Zoom Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Zoom Communications Inc. - Ordinary Shares - Class A

Zoom is drawing attention as traders focus on its Anthropic investment and the prospect of an Anthropic IPO, viewing ZM as a public-market proxy for the AI company. Some see the stake as underappreciated upside, while skeptics question its value and point to Zooms modest core-business growth and software competition.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Discussion is centered on Teladocs upcoming quarterly report and whether it can show progress after lowering its outlook amid BetterHelps shift from cash-pay to insurance. Many traders doubt management can restore growth and profitability, while bulls point to insurance demand, Walmart and AI opportunities, and high short interest as possible catalysts; squeeze talk remains speculative.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visas upcoming earnings report is the main focus, with traders watching margin and forward guidance more closely than the headline results. The shares run to record highs has drawn bullish breakout chatter, while others warn that momentum looks overbought and expect a pullback.

Cameco Corp. engages in the provision of uranium. It operates through the Uranium and Fuel Services segments. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Camecos selloff to fresh lows is being tied by traders to Cigar Lake production disruptions and uncertainty around the Westinghouse IPO, with concern that operational issues could weigh on earnings. Bearish calls for further downside are countered by dip buyers and longer-term uranium bulls who see the weakness as an opportunity.

Phathom Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel treatments for gastrointestinal diseases. The company was founded by Tadataka Yamada, David Socks, Azmi Nabulsi, Aditya Kohli, and Roger Ulrich on January 9, 2018 and is headquartered in Florham Park, NJ.

Phathom Pharmaceuticals Inc

BDR Pharmaceuticals lawsuit challenging the FDAs refusal to accept a generic application for VOQUEZNA has raised concern about the drugs exclusivity and sent PHAT sharply lower. Traders debate whether the legal challenge poses a meaningful long-term threat or is an overreaction, noting that the case targets the FDA and does not concern a failure of the drug or its commercial launch.

Blackstone, Inc. engages in the provision of investment and fund management services. It operates through the following segments: Real Estate, Private Equity, Credit and Insurance, and Hedge Fund Solutions. The Real Estate segment includes management of opportunistic real estate funds, Core+ real estate funds, high-yield real estate debt funds, and liquid real estate debt funds. The Private Equity segment consists of management of flagship corporate private equity funds, sector and geographically focused corporate private equity funds, core private equity funds, an opportunistic investment platform, a secondary fund of funds business, infrastructure-focused funds, a life sciences investment platform, a growth equity investment platform, a multi-asset investment program for eligible high net worth investors and a capital markets services business. The Credit and Insurance segment refers to Blackstone Credit, which is organized into two overarching strategies: private credit which includes mezzanine direct lending funds, private placement strategies, stressed and distressed strategies and energy strategies, and liquid credit which consists of CLOs, closed-ended funds, open ended funds and separately managed accounts. In addition, the segment includes an insurer-focused platform, an asset-based finance platform, and publicly traded master limited partnership investment platform. The Hedge Fund Solutions segment focuses on Blackstone Alternative Asset Management, which manages a broad range of commingled and customized hedge fund of fund solutions. It also includes a GP Stakes business and investment platforms that invest directly, as well as investment platforms that seed new hedge fund businesses and create alternative solutions through daily liquidity products. The company was founded by Stephen Allen Schwarzman in 1985 and is headquartered in New York, NY.

Blackstone Inc

Concerns about private-credit fund redemptions, withdrawal caps, and loan markdowns are weighing on Blackstone and other alternative-asset managers. Traders are split between fears of broader credit stress and the view that the risks are overstated and the selloff is a buying opportunity.

Mastercard, Inc. is a technology company, which engages in the provision of payment solutions for the development and implementation of credit, debit, prepaid, commercial, and payment programs through its brands including Mastercard, Maestro, and Cirrus. It also offers cyber and intelligence solutions. The company was founded in November 1966 and is headquartered in Purchase, NY.

Mastercard Incorporated - Ordinary Shares - Class A

Mastercard Inc

Mastercard is drawing attention ahead of its quarterly report, with traders focused on forward guidance and payment trends more than the headline results. Sentiment is mixed: some point to the stocks recent strength, while others worry that weakness in American Express after its results could signal pressure across card networks.

Petróleo Brasileiro SA engages in oil and gas exploration, production, and distribution activities. It operates through the following segments: Exploration and Production; Refining, Transportation, and Marketing; and Gas and Low Carbon Energies. The Exploration and Production segment covers the activities of exploration, development, and production of crude oil, natural gas liquid, and natural gas, for the primary purpose of supplying its domestic refineries. The Refining, Transportation, and Marketing segment refers to refining, logistics, transport, and trading of crude oil and oil products activities as well as exports of ethanol. The Gas and Low Carbon Energies represents the activities of logistic and trading of natural gas and electricity, transportation and trading of liquefied natural gas, generation and electricity by means of thermoelectric power plants, as well as holding interests in transporters and distributors of natural gas. The company was founded on October 3, 1953 and is headquartered in Rio de Janeiro, Brazil.

Petroleo Brasileiro S.A. Petrobras - ADR

Petroleo Brasileiro

Petrobras is drawing attention as a trade around Brazils presidential runoff, with traders speculating that a Flvio Bolsonaro victory could bring more shareholder-friendly policies and a re-rating. The discussion is broadly bullish amid recent highs and oil-market strength, though some flag election uncertainty and the risk of a sell-the-news reaction.

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Reports that SpaceX is exploring access to tens of thousands of U.S. cell sites are driving attention, as traders see potential new leasing demand for Crown Castles towers amid SpaceXs planned wireless expansion. The opportunity remains speculative, with no deal signed, and some traders question whether the expected revenue is already priced in or whether satellite services could ultimately reduce tower demand.

VZ, TMUS, T Stocks Face Valuation Pressure From SpaceX Wireless Push But Tower Operators Stand To Gain, Says Citi

Equity

The firm sees additional downside for established wireless carriers but views SpaceX's potential network expansion as a positive development for cell tower operators.

S&P 500 Movers: BE, CCI

In early trading on Friday, shares of Crown Castle topped the list of the day's best performing components of the S&P 500 index, trading up 13.4%. Year to date, Crown Castle registers a 0.6% gain.

And the worst performing S&P 500 component thus far on the day is Bloom...

Crown Castle Stock Jumps as SpaceX Targets 80,000 Sites

Crown Castle shares are gaining Thursday on reports that SpaceX is negotiating tower leases as it targets at least 80,000 U.S. cell sites.read more...

ETFs to Capitalize on SpaceX's Wireless Carrier Ambitions

SpaceX's wireless ambitions could create opportunities for cellular tower operators. Explore ETFs positioned to benefit from its expansion.

SpaceX Targets 80,000 Cell Sites To Challenge Telecom Giants As Wall Street Weighs In

SpaceX Targets 80,000 Cell Sites To Challenge Telecom Giants As Wall Street Weighs In

 Elon Musk is accelerating plans to build a fourth major nationwide wireless carrier, with SpaceX seeking access to at least 80,000 US cell sites, according to Bloomberg News. The prospect of a new...

Futures Wobble After AI Bloodbath As Brent Hits $114, France Braces For Moody's

Futures Wobble After AI Bloodbath As Brent Hits $114, France Braces For Moody's

 US futures are lower, erasing a modest overnight bounce, as markets scramble after Thursday's violent AI liquidation while oil rises again: Brent hit the highest level since May after the Houthis fired...

Stock Market Today: S&P 500, Nasdaq 100 Futures Mixed Ahead of Global PMI DataWestern Digital, Newmont, Crown Castle in Focus

U.S. stock futures swung Friday as the Dow Jones, and S&P 500 indices fell while the Nasdaq 100 rose, following Thursday's mixed close.read more...

Crown Castle, American Tower Stocks Catch A SpaceX Boost — Which Tower REIT Does Wall Street Favor?  

SpaceX’s spectrum purchase could open new revenue opportunities for tower operators.


SpaceX Reportedly Eyes 80,000 Cell Sites In Push To Become Fourth US Wireless Carrier: T, TMUS, VZ Stocks Slip After-Hours 

SpaceX is in discussions with at least one major cellular infrastructure team, Bloomberg reported, citing people familiar with the matter.


Crown Castle's Q3 AFFO Beats Estimates on Lower Expenses

CCI's Q3 2026 AFFO beat estimates on lower interest expenses, despite declining revenues, while management raised its full-year AFFO and EBITDA outlook.

Crown Castle, Inc. engages in the business of owning, operating, and leasing shared communications infrastructure. It operates through the following segments: Towers, Fiber, and Other. The Towers segment focuses on providing coverage and capacity for wireless carrier network deployments. The Fiber segment includes communications infrastructure offerings of small cells and fiber solutions. The Other segment is involved in corporate assets such as cash and cash equivalents. The company was founded by Ted B. Miller Jr. and Edward C. Hutcheson Jr. in 1994 and is headquartered in Houston, TX.

Crown Castle Inc

Bullish Sentiment

<ul class="summary-bullets"><li>Citi sees 29%-32% valuation risk for Verizon, T-Mobile and AT&amp;T, with another 4%-16% potential downside from current levels.</li><li>SpaceX is reportedly seeking access to at least 80,000 U.S. cell sites as it looks to establish a fourth nationwide wireless carrier.</li><li>Citi views the development as positive for Crown Castle, SBA Communications and American Tower.</li></ul>Verizon Communications (VZ), T-Mobile US (TMUS) and AT&amp;T (T) stocks came into focus Friday after Citi warned of further valuation pressure on established telecom operators as SpaceX (SPCX) advances plans to enter the U.S. wireless market.According to a note cited by TheFly, Citi sees 29%-32% valuation risk for the three carriers, with a 4%-16% downside potential from current levels following their pullbacks in 2026.The firm believes SpaceX is likely to build its own telecommunications company to compete in the U.S. mobile market, rather than become a mobile virtual network operator, an outcome it considers unlikely.At the time of writing, <a href="https://stocktwits.com/symbol/VZ">Verizon (VZ) shares</a> fell more than 1%, while T-Mobile (<a href="https://stocktwits.com/symbol/TMUS">TMUS</a>) and AT&amp;T (<a href="https://stocktwits.com/symbol/T">T</a>) declined over 5% each. On Stocktwits, retail sentiment was ‘bearish’ for T-Mobile (TMUS) and Verizon (VZ), while AT&amp;T (T) attracted ‘bullish’ sentiment.<h2 class="st-heading-2">SpaceX Eyes 80,000 Cell Sites For Nationwide Wireless Network</h2>SpaceX is seeking access to at least 80,000 cell sites across the U.S. and is in discussions with major infrastructure providers, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-10-22/spacex-in-talks-to-access-80-000-cell-sites-for-wireless-network">reported</a> Thursday, citing people familiar with the matter.The potential leasing agreements, which could be worth billions of dollars, would help SpaceX establish a fourth nationwide wireless carrier to compete with the country's dominant operators, the report said.SpaceX has also pursued low-band wireless spectrum to complement its Starlink satellites and received Federal Communications Commission approval for 15,000 additional satellites designed to provide mobile service directly to phones.During SpaceX's earnings call this week, CEO Elon Musk said the company plans to build terrestrial networks to provide broader connectivity wherever SpaceX and Starlink are permitted to operate.<h2 class="st-heading-2">Citi Sees Upside For Tower Operators</h2>While Citi views SpaceX's potential entry as negative for established telecom operators, it considers the reported cell-site plans a net positive for Crown Castle (CCI), SBA Communications (SBAC) and American Tower (AMT).According to the report, potential cell-site leasing agreements with SpaceX could be worth billions of dollars. Crown Castle, which operates approximately 40,000 U.S. cell towers, is among the companies reportedly in discussions with SpaceX.Asked about potential leasing talks with satellite-based operators during Wednesday's earnings call, Crown Castle CEO Chris Hillabrant said, “You can assume that we're talking to all parties,” without disclosing specific customer discussions.<h2 class="st-heading-2">Tower Stocks Rally on SpaceX Report</h2>The reported plans have already pressured telecom stocks while lifting shares of tower operators, reflecting investors' differing expectations for the two industries.At the time of writing, <a href="https://stocktwits.com/symbol/CCI">CCI shares</a> surged more than 10% to&nbsp;hit a four-month high, while SBA Communications (SBAC) and American Tower (AMT) gained around 4% and 6%, respectively.Among tower stocks, retail sentiment&nbsp;on Stocktwits&nbsp;was ‘bullish’ for CCI and <a href="https://stocktwits.com/symbol/AMT">AMT stock</a>, while sentiment around <a href="https://stocktwits.com/symbol/SBAC">SBAC stock</a> remained ‘neutral’.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uso-jumps-to-over-11-year-high-as-brent-tops-116-wti-crosses-100-amid-escalating-middle-east-tensions/cZxylsKRBxt">USO Jumps To Over 11-Year High As Brent Tops $116, WTI Crosses $100 Amid Escalating Middle East Tensions</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The network and technology of city in New York,USA. 

Verizon Communications (VZ), T-Mobile US (TMUS) and AT&T (T) stocks came into focus Friday after Citi warned of further valuation pressure on established telecom operators as SpaceX (SPCX) advances plans to enter the U.S. wireless market.

VZ, TMUS, T Stocks Face Valuation Pressure From SpaceX Wireless Push, Says Citi

American Tower Corp.

Crown Castle International Corp

SBA Communications Corp - Ordinary Shares - Class A

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