SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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. 

A sharp selloff across AI neocloud stocks, fueled by concerns about financing costs and whether the sectors business models can deliver returns, has put NBIS in focus. Traders are split between viewing the drop as an overdone, oversold pullbackwith some citing NBISs stronger financial positionand expecting more downside amid lingering sector risks.

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

Goldman Sachs upgrade to Buy has fueled a rebound discussion after a sharp selloff, with some traders seeing the decline as overdone and others warning that CoreWeaves heavy debt and financing needs remain a risk. The debate centers on whether AI demand and contracted business can outweigh concerns about borrowing costs and the companys ability to fund its expansion.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is drawing attention after stronger-than-expected third-quarter results and a sharply higher 2027 adjusted EBITDA outlook. Bulls are highlighting the improved outlook and potential short-covering, while skeptics question whether operating gains can ease the companys substantial debt burden.

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

The prolonged wait for the 80th death event in SELLASs blinded Phase 3 REGAL trialand the final analysis of its GPS treatment for AMLis driving attention amid share-price weakness. Bulls interpret the delay and upcoming ASH meeting as possible signs of extended survival or data disclosure, while skeptics say the timeline and CEOs comments prove nothing; no outcome has been confirmed, and traders also watch for SLS009 data.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

OCUL is drawing attention around AXPAXLIs prospects in wet AMD after competitor EyePoints trial setback. Some traders see fewer competitive threats and emphasize AXPAXLIs potential durability, while others argue the setback could fuel broader skepticism about TKI treatments; debate also centers on the companys pending NDA submission.

X-Energy, Inc. engages in the development of advanced small modular nuclear reactors and fuel technology for clean energy generation. Its solutions include Xe-100 and TRISO-X. The company was founded by Kam Ghaffarian and Eben Mulder in 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-Energy Inc

Traders are focused on XEs sharp post-IPO selloff, often blaming lockup-related share supply and weakness across nuclear and AI-linked stocks; concerns about the long path to commercialization and permitting also weigh on sentiment. Some holders remain bullish on Amazons backing and future data-center power demand, while others warn the selling may continue.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

The FDAs clearance to expand Alpha Taus U.S. REGAIN recurrent-glioblastoma trial from 10 to 20 patients is drawing attention, alongside expectations for additional clinical data at the SNO meeting. Traders are broadly optimistic about the growing catalyst pipeline, while the early GBM results come from a very small cohort; completion of enrollment in the pancreatic IMPACT study is also contributing to the discussion.

Dynex Capital, Inc. is an internally managed mortgage real estate investment trust. It engages in the business of investing in mortgage-backed securities. The company was founded on December 18, 1987 and is headquartered in Glen Allen, VA.

Dynex Capital, Inc.

Dynexs Q3 results are drawing attention after wider mortgage spreads drove a sharp decline in book value and a reported loss, while earnings fell short of covering the monthly dividend. Traders are debating dividend sustainability and added risk from higher leverage, though some view the losses as largely unrealized and continue to favor the income stream.

SPDR Series Trust - State Street SPDR S&P Biotech ETF

SPDR S&P Biotech ETF

A broad biotech selloff, attributed by traders to rising-rate concerns, risk-off positioning and rotation away from smaller biotech stocks, is weighing on XBI. The community is split between expecting further weakness and viewing the sharp pullback as an oversold buying opportunity, with potential M&A and upcoming clinical catalysts cited as reasons for optimism.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

A sharp, high-volume rebound after a steep AI-infrastructure selloff has drawn attention to WULF, with traders highlighting CEO Paul Pragers CNBC defense of its power-and-data-center leasing model, which avoids owning rapidly depreciating chips, and bullish Morgan Stanley commentary. The community is split between viewing the move as a possible reversal and worrying that financing costs, leverage, and broader sector weakness could bring renewed selling.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Is First Trust Energy AlphaDEX ETF (FXN) a Strong ETF Right Now?

FSLR Stock Slips Overnight: First Solar's AI Power Demand Opportunity Faces Tax Credit Test, Says Analyst 

Equity

Morningstar trimmed its estimated value for First Solar to $191, citing ending tax benefits and strong competition despite growing electricity demand from AI.  


Should You Invest in the First Trust Energy AlphaDEX ETF (FXN)?

First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund

Neutral Sentiment

<ul class="summary-bullets"><li>The lower valuation reflects expectations that solar panel sales could weaken as tax benefits start ending in the early 2030s.&nbsp;</li><li>While U.S. manufacturing policies support First Solar’s market position, higher production costs and strong competition remain challenges.&nbsp;</li><li>Though strong cash reserves support expansion, reliance on U.S. tax credits and policy changes creates financial uncertainty.&nbsp;</li></ul><p>First Solar Inc. (FSLR) stock slipped overnight after Morningstar slashed its fair value estimate, warning that expiring U.S. solar tax credits and fierce competition could squeeze profits even as surging AI data center power demand creates a new growth opportunity.&nbsp;</p><p><a href="https://stocktwits.com/symbol/FSLR">First Solar stock</a> edged 0.7% lower overnight, ahead of Tuesday, after a 1% climb in the regular session.&nbsp;</p><h2 class="st-heading-2">First Solar Valuation Reflects Concerns Over Future Incentives</h2><p>Morningstar analyst Bischof lowered his fair value estimate for the solar panel maker to $191 per share from $206, saying the stock was trading close to its estimated worth as of Monday.</p><p>The firm maintained its no-economic-moat assessment and ‘Very High Uncertainty’ Rating for First Solar. The analyst believes intense competition and pressure on manufacturing costs prevent the company from building a lasting competitive advantage.</p><p>The revised valuation reflects weaker expectations for solar panel sales after tax incentives begin expiring in the early 2030s. However, Bischof said First Solar could benefit from growing electricity needs associated with artificial intelligence, data centers and advanced manufacturing.</p><h2 class="st-heading-2">Thin-Film Technology Sets First Solar Apart</h2><p>Unlike most solar companies that use silicon, First Solar makes panels with a thin-film material called cadmium telluride. Its manufacturing process reduces dependence on Chinese suppliers, and its panels can perform better in hot and humid weather.&nbsp;</p><p>The company is also the largest solar module manufacturer headquartered in the Western Hemisphere. Its strong position in the U.S. utility-scale market, where Morningstar estimates it has historically held about 30% market share, gives it an edge as domestic manufacturing policies favor local production.</p><p>Still, the firm cautions that First Solar's manufacturing costs per watt remain somewhat higher than those of silicon-based competitors. The broader industry has become price-driven as manufacturing capacity expands and technological differences become less durable.</p><h2 class="st-heading-2">First Solar’s&nbsp;Backlog Provides Visibility Despite Decline</h2><p>First Solar’s pending orders fell to 45.1 gigawatts in June from 50.1 gigawatts at the end of 2025, as it delivered more panels than it secured in new deals. However, existing orders still give investors an idea of the company’s future sales.&nbsp;</p><p>Morningstar expects First Solar to increase its production capacity to 22 gigawatts by the end of 2027, with investments in the U.S. and India. The firm also expects panel prices to rise slightly in the next few years before falling as tax benefits are reduced. The firm's valuation includes U.S. production credits worth $0.17 per watt. These incentives remain important to profit, making future policy decisions a major risk for investors.</p><p>First Solar held approximately $1.7 billion in cash and investments at the end of June. Bischof views the company's conservative spending approach and early investment in U.S. manufacturing positively.&nbsp;</p><p>However, Morningstar warns that the company's dependence on U.S. policy, concentrated sales markets, and an uncertain overseas manufacturing outlook could lead to widely varying financial results. While rising power demand could drive growth, the analyst believes the current share price already reflects First Solar's estimated value.</p><h2 class="st-heading-2">FSLR Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory.</p><p>A user&nbsp;<a href="https://stocktwits.com/Tom_Stockholm/message/666319896">said</a>, “big mixed bag here. I remember the last time solar companies went through a rate hike cycle... it was ugly.&nbsp; On the other hand, the policital headwinds in the U.S. could ease after the mid-terms.”</p><p>FSLR stock has cratered 31% year-to-date.&nbsp;</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvts-stock-unveils-24-kw-nvidia-ai-power-board-targeting-97--percent-efficiency/cZxBeWcRBoe">NVTS Stock Rises Overnight: Navitas Unveils 24 kW Nvidia AI Power Board Targeting 97% Efficiency</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, a person holds a smartphone displaying the logo of First Solar Inc.

First Solar Inc. (FSLR) stock slipped overnight after Morningstar slashed its fair value estimate, warning that expiring U.S. solar tax credits and fierce competition could squeeze profits even as surging AI data center power demand creates a new growth o

FSLR Stock Slips Overnight: First Solar's AI Power Demand Opportunity Faces Tax Credit Test, Says Analyst

First Solar Inc

First Trust Exchange-Traded Fund III - First Trust Energy AlphaDEX Fund

Virtus ETF Trust II - Virtus Duff & Phelps Clean Energy ETF

Hold rates steady

Cut 25 bps

Hike 25 bps

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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$24.26
Prev Close	$23.63
Open	$23.82
Dividend Yield	N/A
50-Day Moving Average	$23.23
Beta	N/A
Avg. Volume	522,225.40
PE Ratio	N/A

52-Week High	$24.47
52-Week Low	$15.39
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

Feed

News

Sentiment

Fundamentals

Info

FXN Fundamentals