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United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Escalating Middle East shipping and energy-infrastructure risks, especially around the Strait of Hormuz and Saudi Arabia, are fueling concern about oil-supply disruptions and drawing attention to USOs crude exposure. Traders are divided between betting that the geopolitical risk premium will sustain oils rise and expecting a sharp pullback if tensions ease or a deal emerges; some also warn the rally is overextended.

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

CoreWeaves debt and refinancing risks are driving the discussion, amplified by HSBCs warning that borrowing costs and slower AI demand could weigh on growth. Traders are divided between fears that financing needs threaten the business and the view that strong AI demand and its contracted backlog can support it, with Goldmans more bullish stance adding to the debate.

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.

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.

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 drawing attention, with traders focused on recurring lockup expirations and insider share sales as potential sources of continued supply; a TD Cowen price-target cut and concerns about OpenAI dependence and competition from Nvidia add to the bearish debate. Some traders see the decline as an oversold buying opportunity, citing the companys AI-chip technology and demand prospects, while others expect more downside until selling pressure eases.

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 of NuScale to Underweight, citing commercial execution risks and delays in firm customer commitmentsparticularly around the proposed TVA projecthas fueled the selloff. Traders are split between concerns that NuScale may struggle to convert its reactor technology into binding projects and bulls who see the decline as overdone given the long-term nuclear-power opportunity.

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.

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

RTX is drawing attention after a broad quarterly earnings beat and a higher full-year outlook, backed by record backlog and demand across defense and aerospace. Traders are bullish on the results but debate why the share-price reaction has been muted.

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 results beat expectations and management raised its outlook, but shares fell as traders focused on rising costs, weaker free cash flow, and a loss in its insurance business. The reaction reflects a debate between strong aerospace demand and order growth versus pressure on margins and cash generation.

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

Current Price	$168.80
Prev Close	$169.84
Open	$171.30
Dividend Yield	N/A
50-Day Moving Average	$179.61
Beta	N/A
Avg. Volume	503,802.00
PE Ratio	N/A

52-Week High	$199.99
52-Week Low	$144.62
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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