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 rises amid reports of tanker and energy-infrastructure attacks in the Middle East, stoking fears of supply disruptions and adding to inflation concerns. Traders are split between expecting further gains and arguing the rally is overextended or vulnerable to a pullback, with some noting that futures contract rollover can distort the move.

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

USAR is drawing attention after a prolonged selloff, with traders focused on dilution concerns, heavy spending before meaningful production, and frustration with managements limited communication during the CEO transition; weakness across rare-earth and critical-minerals stocks adds pressure. Some investors view the decline as an oversold opportunity tied to the long-term domestic supply-chain story, while others fear further losses and question the companys execution.

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 under pressure amid concerns about its debt-heavy financing needs and whether AI demand can generate sufficient returns, sharpened by HSBCs bearish assessment and a broader selloff in neocloud stocks. Traders are split between fears that borrowing costs and execution risks threaten the business and bullish arguments that its contracted backlog and AI demand support the long-term case; some also note that a bullish analyst upgrade failed to reverse the selling.

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 slide dominates discussion, with traders pointing to upcoming share lockups, reported insider selling and an analyst downgrade, while also debating valuation and reliance on OpenAI amid competition. Bears expect more pressure; bulls argue the selloff is overdone and cite the companys technology and cash position.

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.

DJTs slide to fresh lows is being discussed alongside Trumps falling approval and the approaching midterms, with traders tying the negative sentiment to political backlash over the Iran conflict and rising energy costs, as well as concerns about the companys business. The conversation is overwhelmingly bearish, though a few traders are looking for a bounce.

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

NuScale shares are under pressure after UBS downgraded the stock to Sell and cut its price target, citing long commercialization timelines and a lack of firm customer commitments; traders are also focused on delays around potential TVA deployment and the broader weakness in nuclear names. The downgrade has intensified bearish concerns about execution and cash burn, while some investors argue the selloff is excessive and are buying on the long-term nuclear-power thesis.

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 is under pressure after its Q3 earnings beat failed to overcome disappointment with a full-year profit outlook that was narrowed without raising its midpoint, alongside weaker U.S. deliveries and market share. Traders debate whether the new buyback and stronger cash-flow outlook offset the cautious guidance, with some calling the selloff excessive.

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 quarterly earnings beat and raised 2026 outlook are drawing attention, but shares are falling as traders weigh higher costs, weaker free cash flow and a loss in its insurance business against strong aerospace demand. Some see the report as a solid result, while others question whether services growth and margins can justify expectations.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARA is drawing attention for a steep, prolonged selloff despite Bitcoin holding relatively firm, with traders emphasizing the stocks weak performance and lack of fresh company-specific news. Bearish discussion centers on the absence of signed AI/data-center tenants and concerns about management, debt, and dilution, while some traders view the decline as oversold and expect a possible rebound.

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 broad selloff in AI-infrastructure and neocloud stocks, fueled by concerns about whether heavy buildout spending can earn adequate returns and be financed sustainably, has driven NBIS discussion; traders also cite contagion from CoreWeave and Gartners warning about the sector. The community is split between viewing NBISs rebound as an oversold buying opportunity and expecting further declines, with funding needs and upcoming results central to the debate.

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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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