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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

CoreWeave is drawing attention amid a selloff in AI infrastructure stocks and concerns that its heavy debt load and costly financing could constrain growth. Traders are split between warnings about dilution and default risk and bullish arguments about AI-compute demand, with Goldmans upgrade and ARKs purchases cited as counterpoints that have not settled the debate.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras steep post-IPO selloff is dominating discussion, with traders citing successive share unlocks and insider selling, a TD Cowen price-target cut, and concerns about OpenAI customer concentration and the companys ability to scale. Sentiment is largely bearish, though some investors view the decline as oversold and are averaging down.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is caught in a semiconductor selloff as traders question the returns and financing behind AI infrastructure spending, with CEO Hock Tans warning that some AI investing resembles gambling adding to concerns. Bears see his comments and AI-credit risks as reasons for continued weakness, while bulls argue demand and Broadcoms fundamentals remain intact and view the decline as a buying opportunity.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPY is drawing attention as the S&P 500 rebounds after a tech-led selloff, with investors watching upcoming major-company earnings for signs the recovery can hold. Traders are split between viewing the move as a relief bounce and expecting further downside, amid concerns about AI spending and debt, oil prices, and weak market breadth.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is drawing attention over concerns that its debt-funded AI data-center expansion, heavy capital spending and weak free cash flow could strain its credit profile, amid broader doubts about AI infrastructure financing and demand. Many traders remain bearish after the selloff, while others argue Oracles cloud business and backlog can eventually generate returns; speculation about financing arrangements and an upcoming investor event also appears.

Silicon Motion Technology Corp. engages in the development, manufacture, and supply of semiconductor products for the electronics market. The firm’s products include Flash Controllers, Storage Solutions, and others. It offers embedded and expandable storage, radio frequency integrated circuits, and embedded graphics. The company was founded by Wallace C. Kou in November 1995 and is headquartered in Hong Kong.

Silicon Motion Technology Corp - ADR

Silicon Motion Technology Corp.

SIMO is drawing attention for its growth in AI and data-center storage, particularly boot-drive shipments and MonTitan enterprise SSD controllers, alongside strong results and an upbeat outlook. Many traders see room for further growth, while others point to sharp share-price swings, technical weakness and dilution concerns tied to convertible notes.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealths third-quarter earnings beat and raised full-year outlook, supported by improved medical-cost control, are driving attention. Traders are split between viewing the results as evidence of a turnaround and questioning whether the margin improvement will last, while many reacted to the stocks volatile, initially muted response to the report.

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 drawing attention after a steep AI-infrastructure selloff tied to concerns about neocloud financing, debt, and whether massive data-center spending will earn adequate returns, followed by a volatile rebound. Traders are split between viewing the decline as an oversold buying opportunityoften arguing NBIS is better positioned than CoreWeaveand expecting rallies to fade as sector and market uncertainty persists.

Aventus Network

AVT is drawing attention as traders watch a volatile, thinly traded rebound for a breakout, focusing on trading volume and resistance levels. Aventus Clouds decentralized-compute and enterprise-appchain updates provide a bullish project narrative, but traders remain divided over whether momentum can persist amid low liquidity and selling pressure.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led relief rally after a sharp AI-related selloff has put QQQ in focus, with traders debating whether the volatile rebound signals recovery or is a temporary bounce. Upcoming megacap earnings are a key test, while concerns about AI infrastructure spending and weak market breadth sustain bearish views.

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NextEra Energy's shares fall 10.5% in three months. Strong clean energy demand and rising earnings estimates support growth, but its premium valuation is a concern.

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Stocktwits Power Watch: CEG Bags Google Deal, VST Secures Government Funding, Utility Merger Draws Fire 

Equity

U.S. power and utility companies saw major developments last week as rising AI-driven electricity demand fueled new investments, while concerns over consumer costs and regulatory scrutiny complicated consolidation efforts in the sector.


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Duke Energy Corp. engages in the distribution of natural gas and energy-related services. It operates through the following segments: Electric Utilities and Infrastructure (EU&I) and Gas Utilities and Infrastructure (GU&I). The EU&I segment conducts operations in regulated electric utilities in the Carolinas, Florida and the Midwest. The GU&I segment focuses on Piedmont, natural gas local distribution companies in Ohio and Kentucky, and natural gas storage and midstream pipeline investments. The company was founded on April 30, 1904 and is headquartered in Charlotte, NC.

Duke Energy Corp.

Bearish Sentiment

<ul class="summary-bullets"><li>Constellation secured a major long-term electricity agreement with Google, supporting upgrades to existing nuclear plants.</li><li>Vistra received a conditional $4.2 billion federal loan commitment to expand nuclear generation.</li><li>NextEra Energy’s proposed merger with Dominion faced opposition in Virginia over electricity costs and competition.</li></ul><p>U.S. power and utility companies scored multibillion-dollar deals and investments last week, as increasing power demand from AI data centers continued to reshape the energy sector.</p><p>Constellation Energy (<a class="mention" data-mention="$CEG" data-symbol-id="CEG" href="https://stocktwits.com/symbol/CEG" target="_blank">CEG</a>) secured a massive nuclear power agreement with Google, while <a href="https://stocktwits.com/symbol/VST">Vistra (VST)</a> received a $4.2 billion federal funding commitment to expand nuclear capacity. Meanwhile, <a href="https://stocktwits.com/symbol/NEE">NextEra Energy’s (NEE)</a> proposed $67 billion merger with <a href="https://stocktwits.com/symbol/D">Dominion Energy (D)</a> faced opposition in Virginia.</p><p>Here are the major developments from last week.</p><p><img src="https://news.stocktwits-cdn.com/95_A2r_u_s_power_updates_b2644d1ab4.png" alt="95A2r-u.s.-power-updates-.png"></p><h2 class="st-heading-2">Constellation Secures Deal With Google</h2><p>On Tuesday, Constellation Energy, the largest U.S. nuclear operator, <a href="https://stocktwits.com/news-articles/markets/equity/ceg-vst-tln-jump-google-s-power-deal-sparks-a-nuclear-rally/cZDtQh2RBlL">announced</a> a long-term agreement with Alphabet’s Google (GOOG, GOOGL) covering 3,590 megawatts (MW) of electricity. The agreements include a 20-year contract supporting 890 MW of additional nuclear capacity and a separate 15-year agreement covering 2,700 MW of power.</p><p>Using the funds, Constellation plans to invest more than $4.3 billion in upgrades to 11 existing nuclear reactors across Illinois, Pennsylvania and New Jersey. The announcement follows a smaller contract with Amazon a week earlier.&nbsp;</p><h2 class="st-heading-2">Vistra Gets $4.2B Federal Boost</h2><p>Vistra received a major boost on Monday after the U.S. Department of Energy <a href="https://stocktwits.com/news-articles/markets/equity/vst-stock-adds-4-us-department-of-energy-confirms-4-2-b-nuclear-deal-with-vistra/cZDqX93RBjt">announced</a> a conditional loan commitment of up to $4.2 billion. The financing will support modernization and capacity expansions at Vistra’s nuclear facilities in Pennsylvania and Ohio, helping strengthen electricity supplies in the PJM grid, which serves 13 states and Washington, D.C.</p><p>The projects are expected to add 433 MW of nuclear capacity and preserve nearly 4 GW of existing generation. The financing remains subject to final approval conditions.</p><h2 class="st-heading-2">NextEra-Dominion $67B Merger Faces Opposition</h2><p>NextEra Energy’s proposed $67 billion merger with Dominion Energy faced fresh criticism in Virginia last week.</p><p>According to a Financial Times <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/70308419-20a2-4236-a03e-346b4626997b">report</a>, state officials raised concerns about rising electricity bills, reduced competition and the combined company’s influence. Virginia Governor Abigail Spanberger was “deeply sceptical” about the deal, with her office reportedly ‘blindsided’ by the news of the deal.</p><h2 class="st-heading-2">Duke Energy’s Pricing Plans</h2><p>Duke Energy (DUK) <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://news.duke-energy.com/releases/duke-energy-protects-customers-from-data-center-costs">announced</a> a proposed agreement with Amazon (AMZN), Google, Meta (META), Microsoft (MSFT) and other stakeholders to protect North Carolina customers from data center-related electricity costs.</p><p>Under the agreement, large electricity users, including new data centers, would pay upfront for dedicated grid infrastructure and provide financial guarantees for shared upgrades. These customers would also be placed under a separate electricity pricing plan which is essentially for businesses with high power demand.</p><h2 class="st-heading-2">How Did CEG, VST, DUK, D And NEE Stocks Fare Last Week?</h2><p>Vistra and Constellation Energy led the gains last week, gaining 11.5% and 11.4%, respectively, while <a href="https://stocktwits.com/symbol/DUK">Duke Energy</a> rose 2.3%, NextEra Energy gained 1.4%, and Dominion Energy edged up 1%.</p><p><img src="https://news.stocktwits-cdn.com/Power_stocks_last_week_cb5249b78b.png" alt="Power stocks last week.png"></p><p>Meanwhile, retail sentiment on Stocktwits surrounding DUK, D, and CEG was ‘bearish,’ sentiment for NEE was ‘bullish,’ and ‘extremely bullish’ for VST.</p><p>Constellation is down 15.6% so far this year, NextEra fell 3.6%, and Duke slipped 0.5%, while Dominion gained 5.21% and Vistra edged up 0.1%.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

Constellation Energy Plan To Restart Pennsylvania's Three Mile Island Nuclear Plant. (Photo by Chip Somodevilla/Getty Images)

U.S. power and utility companies saw major developments last week as rising AI-driven electricity demand fueled new investments, while concerns over consumer costs and regulatory scrutiny complicated consolidation efforts in the sector.

AI Power Demand Fuels Nuclear Deals As NextEra-Dominion Merger Faces Scrutiny 

Constellation Energy Corporation

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$SPCX

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Which earnings release are you most looking forward to this week: $SPCX, $NFLX, $TSLA, or $META? Drop a comment for others.

Current Price	$119.27
Prev Close	$121.47
Open	$120.99
Dividend Yield	3.60%
50-Day Moving Average	$118.94
Beta	-0.04
Avg. Volume	4M
PE Ratio	17.89

52-Week High	$134.49
52-Week Low	$112.40
Market Capitalization	$94.71B
EPS (Annual)	$6.32
Price to Book	1.73
Revenue Per Employee	N/A

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