SPDR Dow Jones Industrial Average ETF

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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

GE Aerospace is drawing attention after reporting a third-quarter earnings beat and raising its full-year 2026 outlook, with traders also citing strong orders. The reaction is mixed: many praise the results, while others are frustrated that shares are lower despite the upbeat report and question the stocks valuation or point to profit-taking.

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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Nifty 50

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Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

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Should You Invest in the First Trust NASDAQ Clean Edge Smart Grid Infrastructure ETF (GRID)?

AI Super-Cycle Fuels Record Infrastructure Investments: ETFs to Buy  

AI's super-cycle is driving record infrastructure investment, boosting demand for data centers, power and equipment and spotlighting ETFs.

FLNC Stock Heads For 52-Week Lows: Baird Turns ‘Incrementally Negative’ After Fluence Cuts FY26 Guidance Again

Equity

Baird slashed its price target by 70% and downgraded the stock, highlighting ramp-up delays and guidance cuts as ‘material negatives’.

GEV Stock Gains After CEO Signals ‘Durable Demand’, Says 2030-2040 Could Be An ‘Even Better Decade’ 

At the Morgan Stanley Laguna Conference, GE Vernova CEO Scott Strazik said the company could reach its $200 billion backlog milestone “very early” in 2027.


IBM, NASA Use AI To Hunt For Lunar Ice, While Lockheed Martin Expands Quantum Push 

NASA and IBM said the Lunar Foundation Model is designed to help scientists analyze decades of lunar observations that have accumulated across different instruments and missions.


Time for HALO Sectors & ETFs?

HALO stocks are gaining favor as investors rotate toward tangible assets and AI-resistant businesses. Here are ETFs to play the trend.

Beyond Cloud & Memory: Infrastructure ETFs to Buy Amid AI Data Center Boom

ETFs like PAVE offer diversified exposure to AI data center power infrastructure as utilities and grid equipment firms benefit from rising AI build-out spending.

ETN's 7% Fall In 2 Days Pushed It Closer To 200-DMA — Its Latest Deal That Creates A Combined Firm Worth $10B Has Drawn Investor Buzz

Eaton announced that it has signed a definitive agreement with Dana under which Eaton will separate and combine its Mobility Group with Dana in a Reverse Morris Trust transaction.

First Trust Exchange-Traded Fund II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

Bearish Sentiment

<ul class="summary-bullets"><li>Fluence reduced its full-year 2026 revenue guidance to about $2.4 billion, down from its previous guidance midpoint of $3 billion.</li><li>The company expects an adjusted EBITDA loss of about $200 million vs a midpoint forecast for a loss of $10 million.</li><li>FLNC shares are on track for the biggest single-day slide in more than seven months.</li></ul>Fluence Energy (FLNC) was among the biggest premarket losers on Thursday after Baird slashed its price target by a whopping 70%, following the energy storage company’s second fiscal 2026 guidance cut this year.At the time of writing, <a href="https://stocktwits.com/symbol/FLNC">FLNC shares</a> were down 20% in pre-market trading. If the levels hold after the opening bell, the stock would fall to its lowest level in a year and also clock its biggest single-day loss since February.<h2 class="st-heading-2">FY 2026 Loss Guidance Is Now Significantly Wider Than Previously Expected</h2>Baird analyst Ben Kallo downgraded Fluence to ‘Underperform’ from ‘Neutral’ and slashed his price target to $3 from $10, according to The Fly.This came after Fluence reduced its full-year 2026 revenue guidance to about $2.4 billion, down from its previous guidance midpoint of $3 billion. The company also expects an adjusted earnings before interest, tax, depreciation and amortization (EBITDA) loss of about $200 million, significantly wider than its previous midpoint forecast of a $10 million loss.In August, the company cut its revenue forecast to $2.9 billion - $3.1 billion from its original $3.2 billion - $3.6 billion range. It lowered its adjusted EBITDA outlook to a range of a $30 million loss to a $10 million profit, compared with its original forecast of a profit between $40 million and $60 million.<h2 class="st-heading-2">Houston Plant Ramp Up Delay Adds To Woes</h2>Kallo pointed to delays in ramping production and called the guidance cut and management’s comments about temporarily pulling back from some U.S. business “material negatives.” Baird said it is “incrementally negative” on the company’s outlook.Fluence’s Houston manufacturing facility, which produces battery enclosures, has faced repeated construction and ramp-up delays that have slowed production. In August, the company said manufacturing setbacks would push about $400 million of project deliveries into fiscal 2027.On Wednesday, CEO Julian Nebreda said Wednesday that continued delays in ramping the Houston facility were the primary reason behind Fluence’s latest fiscal 2026 guidance cut.However, Fluence said its manufacturing partner has taken corrective action that has already increased daily production.<h2 class="st-heading-2">Retail Traders Split Despite FLNC Crash</h2>Despite the pre-market slump, retail sentiment surrounding FLNC on Stocktwits flipped to ‘bullish’ from ‘bearish’ amid ‘extremely high’ message volumes.One user said it won't be surprising if the stock tests its all-time lows.<stembedurl>https://stocktwits.com/TraderJ50/message/664446085</stembedurl>However, another user said it’s “easy buy at these levels.”<stembedurl>https://stocktwits.com/JohnKeynes/message/664448462</stembedurl>The stock has crashed more than 63% so far in 2026.Also read: <a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-sp500-futures-rebound-after-fed-rate-hike-nvda-nbis-snap-spcx-be-gnrc-stocks-in-focus/cZtr1S2RB51">Nasdaq, S&amp;P 500 Futures Rebound After Fed Rate Hike: NVDA, NBIS, SNAP, SPCX, BE, GNRC Stocks In Focus</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Fluence Energy logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Fluence Energy Inc - Ordinary Shares - Class A

First Trust Exchange-Traded Fund III - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

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