SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude prices climb amid reported attacks on Middle East shipping and energy infrastructure, raising fears of supply disruptions around the Strait of Hormuz. Traders are split between betting that geopolitical risks will keep oil elevated and expecting prices to retreat if shipping conditions improve or diplomacy eases tensions.

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

Concerns over CoreWeaves debt-funded data-center expansion and access to financing dominate the discussion, amplified by HSBCs bearish assessment of debt costs and AI-demand risks. Bears warn of further downside and question insider selling, while bulls point to contracted demand, Goldmans more positive view and ARKs buying as reasons the selloff may be overdone.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is under pressure as traders connect the stocks slide to weakening confidence in Trump ahead of the midterms, alongside concerns about Truth Socials limited business scale, losses, and crypto exposure. Discussion is overwhelmingly bearish, though some traders see a possible short-term bounce and point to the pending TAE fusion deal as a potential diversification opportunity.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

Barclays downgrade to Underweight has intensified selling, with traders focused on commercial execution risk and the lack of a definitive TVAENTRA1 agreement for NuScales proposed deployment. Bears see delayed contracts as evidence the business case is faltering, while some bulls view the selloff as overdone and are waiting for concrete project progress.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

A prolonged selloff has focused attention on USAR, with traders pointing to dilution concerns, heavy spending before production scales, and frustration with managements limited communication after the CEO transition. Bulls cite the companys strategic role in a U.S. rare-earth supply chain and government backing, while bears question execution and near-term economics.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforces agreement to acquire customer-engagement platform Braze is drawing attention, with traders weighing the deals potential to strengthen Marketing Cloud and its AI strategy against concerns about the cost and pressure on CRM shares. Some also frame the deal as part of Salesforces broader push to expand its enterprise software offerings.

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

GMs quarterly earnings and revenue beat expectations, and the company authorized a large share buyback, but shares fell as traders focused on a narrowed full-year profit outlook that offered no improvement at its midpoint and weaker U.S. sales. Some see the buyback and cash flow as supportive, while others argue the cautious outlook outweighed the strong quarter.

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

CEO Angelos Stergious anniversary message about SELLASs next chapter with GPS and SLS009 has prompted speculation about an upcoming catalyst or buyout, though the post disclosed no clinical update. Traders remain focused on the blinded REGAL trials final-analysis trigger, debating whether the prolonged wait signals strong survival or simply leaves the outcome unknown; some view the post as reassurance, while others see it as routine anniversary remarks.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTXs quarterly results topped expectations and management raised its full-year outlook, with traders pointing to strong aerospace and defense demand and a record backlog. The upbeat results have drawn bullish reactions, though some traders are frustrated that the share price has not responded more strongly.

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 shares are under heavy selling pressure amid repeated lockup expirations and reported insider sales, with traders also citing a lower analyst price target and concerns about OpenAI customer concentration and competition. Bearish calls for further declines contrast with bulls arguing the selloff is overdone and the companys AI-chip technology has long-term potential.

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BE Stock Slips Overnight: Bloom Energy’s Valuation In Focus Ahead Of Q3 Earnings

Equity

Bloom Energy's forward price-to-earnings ratio exceeds its peers, at 63.5x as per Koyfin data.

Bloom Energy Q3 Earnings on Deck: Should Investors Buy or Wait?

BE's Q3 earnings are set for a sharp surge, fueled by rising demand for on-site power, but its premium valuation raises questions about buying now.

NRC Backs Fermi's Four Texas Reactors

NRC Backs Fermi's Four Texas Reactors

 Fermi America's nuclear plans just cleared their first regulatory hurdle.

NRC staff have preliminarily recommended issuing combined licenses for four Westinghouse AP1000 reactors at Project Matador, Fermi's planned power and AI campus outside...

GE Vernova vs. Caterpillar: Which Has More Exposure to the AI Power Build-Out?

Key PointsAI infrastructure spending is driving enormous demand for power and electrification equipment...

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...

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

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


GEV Stock Slips Overnight: This Analyst Sees Nearly 35% Upside Ahead Of Q3 Results

Susquehanna lowered the price target on GEV stock to $1,270 from $1,300 and maintained a ‘Positive’ rating on the shares.

GE Vernova (GEV) Registers a Bigger Fall Than the Market: Important Facts to Note

In the closing of the recent trading day, GE Vernova (GEV) stood at $941.78, denoting a -6.2% move from the preceding trading day.

Useless Without Transmission: DOE Backs $581 Million TVA Grid Expansion

Useless Without Transmission: DOE Backs $581 Million TVA Grid Expansion

 On the same day we asked how much of the grid's bill is really AI's, the Department of Energy offered a partial answer.

@TVAnews and @ENERGY are supporting readily-available, affordable energy that powers...

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

Bearish Sentiment

<ul class="summary-bullets"><li>The fuel cell manufacturer’s last 12 months price-to-earnings multiple is 255x, while peers Cummins and GE Vernova have comparable P/E multiples of 26.7x and 26x, respectively.&nbsp;</li><li>BE is expected to post its third-quarter results later this week.</li><li>As investors gear up for the print, retail sentiment around the stock slipped from ‘bullish’ to ‘neutral’ over 24 hours.&nbsp;</li></ul><p>Shares of Bloom Energy Corp. (BE) slipped more than 2% in overnight trading late on Monday ahead of its much-awaited third-quarter (Q3) earnings results, expected later this week.&nbsp;</p><p>As retail investors gear up for the print, some have flagged the company's ballooning valuation. Meanwhile, retail sentiment around the stock slipped from ‘bullish’ to ‘neutral’ over 24 hours.&nbsp;</p><h2 class="st-heading-2">Bloom Energy’s P/E Multiple Is Heavy Compared To Peers</h2><p>The fuel cell manufacturer’s last 12 months price-to-earnings multiple is 255x, according to Koyfin data. Meanwhile, peers&nbsp;<a href="https://stocktwits.com/symbol/CMI">Cummins Inc. (CMI)</a> and&nbsp;<a href="https://stocktwits.com/symbol/GEV">GE Vernova (GEV)&nbsp;</a>have comparable P/E multiples of 26.7x and 26x, respectively.&nbsp;</p><p>Bloom's forward P/E ratio also exceeds its peers, at 63.5x as per Koyfin data. Meanwhile, the forward P/E for CMI and GEV is 15.9x and 43.2x, respectively.&nbsp;</p><p>One Stocktwits user&nbsp;<a href="https://stocktwits.com/Slacklines/message/666884771">said</a>, “$BE think that PE is catching up to us.” They added that the upcoming earnings need to be “dynamite” to justify prices.&nbsp;</p><p>Another user&nbsp;<a href="https://stocktwits.com/dymaxion19/message/666870041">said</a>, “$BE As the whole "ai story" is coming apart, shouldn't this be back to about 65 by now. &nbsp; The concept of this to power exaggerated ai plans was farcical in any case.”</p><h2 class="st-heading-2">What’s BE Likely To Post In Q3?</h2><p><a href="https://stocktwits.com/news-articles/markets/equity/be-stock-earnings-week-retail-bets-pop-wall-street-strong-q3-growth/cZx8KbBRBMa">Analysts expect</a> third-quarter revenue to rise about 104% to $1.06 billion from $519.05 million in the previous year’s comparable period. Meanwhile, adjusted earnings per share are expected to increase to $0.70 from $0.15.&nbsp;</p><p>The company has also raised its full year revenue guidance to $3.9 billion to 4.2 billion, representing 100% growth year-over-year at the midpoint.&nbsp;</p><h2 class="st-heading-2">BE’s Growing Backlog And Projects</h2><p>Meanwhile, Bloom Energy reported a strong backlog of about $20 billion as of February. The company has announced multiple significant deals.&nbsp;</p><p>Earlier this year,&nbsp;<a href="https://stocktwits.com/symbol/ORCL">Oracle (ORCL)</a> and Bloom Energy announced a strategic partnership to deploy up to 2.8 gigawatts (GW) of modular solid oxide fuel cell capacity to power the hyperscaler’s AI and cloud computing data centers in the U.S.</p><p>Last week, Oracle announced a new energy service agreement with El Paso Electric for Project Jupiter, AI data center campus in New Mexico, and reaffirmed that Bloom Energy will remain its primary power source.</p><p>On Monday, Oracle also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/be-stock-adds-3-after-oracle-signals-project-jupiter-moving-quickly/cZx8yWpRBuc">said</a> in a post on X that construction on the Project Jupiter data center campus was “moving quickly, with strong progress on site.”&nbsp;</p><h2 class="st-heading-2">Wall Street’s Stance On BE Stock</h2><p>Data from Koyfin shows that 29 analysts covering the stock have a 12-month average price target of $285.43&nbsp;on BE,&nbsp;implying an upside of about 26% from its last close.&nbsp;</p><p>Of them, 15 have a ‘Buy’ or higher rating on the company’s shares, while 12 have a ‘Hold’ rating and two rate it a ‘Sell’ or lower.&nbsp;</p><h2 class="st-heading-2">BE Stock: Retail Stance</h2><p><a href="https://stocktwits.com/symbol/BE">BE stock</a> plunged more than 21% last week amid a wider selloff in AI and related names.&nbsp;</p><p>However, some retail investors believe the stock will bounce back after its Q3 results.&nbsp;</p><p>One user&nbsp;<a href="https://stocktwits.com/O26/message/666842862">said</a>, “$BE know this stock well. They’ll zigzag it all the way before sending it higher. Patience is required here.”</p><p>Another user&nbsp;<a href="https://stocktwits.com/TwelveEggsInOneBasket/message/666884648">said</a>, “$BE this will go $1000+.”</p><p>BE stock closed at $226.22 on Monday.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the Bloom Energy (Be) logo is seen displayed on a smartphone screen. 

Bloom Energy Corp - Ordinary Shares - Class A

Cummins Inc.

Oracle Corp.

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Current Price	$888.81
Prev Close	$908.44
Open	$888.92
Dividend Yield	0.19%
50-Day Moving Average	$962.20
Beta	2.02
Avg. Volume	2.12M
PE Ratio	26.00

52-Week High	$1,195.94
52-Week Low	$530.16
Market Capitalization	$241.95B
EPS (Annual)	$17.70
Price to Book	20.23
Revenue Per Employee	$507,493.33

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