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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs stronger-than-expected quarterly results and rapid growth in its AI-compute business, alongside plans for an aggressive expansion, fueled a bullish reaction and a sharp after-hours move. Traders are divided over whether the growth outlook justifies the valuation given heavy capital spending, while some also point to a potential Tesla merger as an additional, uncertain catalyst.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros preliminary quarterly update sharply raised its sales outlook and gross-margin expectations on stronger AI-platform demand, driving a rally and renewed optimism about AI-server growth. Traders largely welcomed the update and debated potential short covering and the stocks valuation, while some remained cautious about whether the gains will hold and whether execution can be sustained.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix shares came under pressure after its earnings report paired a profit beat with a weaker fourth-quarter outlook and a lower advertising-revenue forecast. Traders focused on slowing growth and streaming competition, while some dip buyers argued the selloff was excessive given the companys continued profitability.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

ZBCN is drawing attention on a sharp price rebound and a renewed breakout attempt, with traders linking the move to Robinhood Chain and other payroll/payment partnerships. Bullish posts point to expanding adoption, while skeptics say sustained usage, trading volume and token demand still need to confirm the thesis; the Robinhood-related catalyst is also discussed with some uncertainty.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs Neutron first flight has been pushed to 2027 after a manufacturing defect in its carbon-composite propellant dome, with replacement work underway. Traders remain divided: some question execution and the lack of a firmer schedule, while others view the selloff as an overreaction and are buying for the long term.

Northrop Grumman Corp. engages in the provision of advanced aircraft systems. It operates through the following segments: Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. The Aeronautics Systems segment is involved in the design, development, production, integration, sustainment, and modernization of advanced aircraft systems for the U.S. Air Force, the U.S. Navy, other U.S. government agencies, and international customers. The Defense Systems segment includes integrated battle management systems, weapons systems and aircraft, and mission systems sustainment and modernization. The Mission Systems segment offers advanced mission solutions and multifunction systems, primarily for the U.S. defense and intelligence community, and international customers. The Space Systems segment delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, launch and strategic missile systems for national security, civil government, commercial, and international customers. The company was founded by John K. Northrop, Thomas V. Jones, and Kent Kresa in 1939 and is headquartered in Falls Church, VA.

Northrop Grumman Corp.

Northrop Grummans quarterly results beat expectations, its 2026 outlook was raised, and its backlog reached a record, driving the sharp move higher. Traders are weighing the strong results against a pullback from the session high and whether buyers can sustain the gains.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Attention is centered on TG Therapeutics MSToronto presentations, especially initial Phase 1 azer-cel data in progressive MS, alongside long-term BRIUMVI and other clinical updates. Traders are positioning ahead of the readouts, with some optimistic about azer-cels potential and others stressing that its clinical impact remains uncertain; ongoing BRIUMVI growth provides a commercial backdrop.

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 is under pressure after Barclays downgraded the stock, citing commercial execution risks and delays in securing a definitive TVAENTRA1 agreement for the proposed deployment. Traders debate whether the selloff overstates the risk: bears point to the lack of firm project commitments, while bulls cite AI-driven power demand and NuScales longer-term nuclear opportunity.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is drawing attention as it rises into its third-quarter earnings report, with traders focused on software growth, delayed-deal conversion and managements guidance after the prior quarters weakness. Bulls point to the recent momentum and call buying, while others worry about another earnings-driven selloff or a sell the news reaction.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

FAA certification of Boeings 737 MAX 10 is the dominant catalyst, with bulls viewing it as a step toward deliveries and cash generation while skeptics say approval alone may not move the stock. Traders largely focus on whether Boeing can ramp production and convert its backlog into actual deliveries.

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Bloom Energy Gains Another ‘Meaningful’ Proof Point With Project Phoenix, Says RBC — 2 GW Build Reinforces Data Center Opportunity

Equity

Bloom Energy is gaining another meaningful proof point as its fuel cells are being deployed for Aligned Data Centers' 2 GW Project Phoenix in Pennsylvania, said RBC Capital.

SolarEdge Targets $2.4B Revenue By 2029 – A Look At Some Highlights From Its 2026 Investor Day

At its Investor Day, SolarEdge laid out a multi-year financial roadmap and showed further progress in its push into power infrastructure for AI data centers, per TheFly.

ETFs in Spotlight as Bloom Energy is Set to Join the S&P 500 Index

BE's S&P 500 inclusion spotlights ETFs with exposure to its AI-driven growth while offering investors a diversified approach to the fuel cell giant.  

BE Stock Outpaces Clean Energy ETFs: Is Wall Street Repricing Bloom Energy As AI Infrastructure Play? 

Bloom Energy has drawn attention in recent weeks amid two major catalysts: Former House Speaker Nancy Pelosi disclosing a multi-million-dollar position last week and its addition to the S&P 500. 

ETFs in Spotlight as First Solar Shares Jump Post Q2 Earnings Beat

First Solar's earnings beat and reaffirmed outlook fuel a sharp stock rally, putting ETFs with major FSLR holdings in focus for diversified exposure.

Beyond Oil: Energy ETFs Worth Investing in for Long-Term Growth

Looking beyond oil to a diversified mix of energy themes could offer more durable opportunities. Here are the ETFs to consider.

BE Stock Recovers After 10% Selloff: Morgan Stanley Says Crusoe Project Pause Does Not Break AI Power Thesis

Crusoe put a 1.8 GW data center project in Wyoming on hold, which was expected to be powered by a mix of Bloom Energy's fuel cells and grid electricity.

5 Environmentally Friendly Energy ETFs Up At Least 35% YTD: Here's Why 

Clean energy ETFs are soaring in 2026 as the Iran war boosts renewable adoption, energy security efforts and global green investments.

Wind & Solar Overtake Gas Globally: ETFs Poised to Benefit

Wind and solar have just surpassed natural gas in global electricity generation, boosting the long-term outlook for renewable energy ETFs.

ENPH Stock Gains Retail Momentum After Goldman Sachs Reaffirms Bullish Stance

Goldman Sachs upgraded its price target on Enphase Energy to $57 from $51, while maintaining a ‘Buy’ rating on the shares. 

iShares Trust - iShares Global Clean Energy ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Project Phoenix reinforces Bloom’s expanding role in powering large data centers, said RBC Capital</li><li>The 2 GW Pennsylvania campus has now broken ground and will use dedicated onsite power.</li><li>RBC maintained an ‘Outperform’ rating on BE stock with a target price of $335.</li></ul><p>Bloom Energy Corp. (BE) drew bullish commentary from RBC Capital after its fuel cells were tapped for Aligned Data Centers’ 2 GW Project Phoenix in Pennsylvania, with the firm calling the deployment another “meaningful” proof point for Bloom’s data center strategy, according to The Fly.</p><p>RBC said the project reinforces Bloom’s expanding role in powering large data centers and kept an ‘Outperform’ rating with a $335 price target on the stock, per TheFly.</p><h2 class="st-heading-2">What is Project Phoenix?</h2><p>Project Phoenix is Aligned Data Centers’ three-facility, 2 GW campus in Shippingport, Pennsylvania, designed to use dedicated onsite power rather than rely solely on the local grid. Bloom Energy will provide natural gas-fed fuel cell technology to generate power for the campus.</p><p>A day earlier, Mizuho raised its Bloom Energy price target to $351 from $242 and maintained an ‘Outperform’ rating on the stock. According to TheFly, the firm said stronger pricing and demand trends support higher long-term selling prices and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margins, while improving visibility into deliveries for the second half of 2026 and 2027 despite continued permitting uncertainty.</p><h2 class="st-heading-2">Bloom Is Building A Growing Portfolio Of AI Power Projects</h2><p>Project Phoenix adds to Bloom Energy's growing list of large data center deployments. In April, Bloom expanded its partnership with Oracle under a master services agreement covering up to 2.8 GW of fuel cell capacity, with an initial 1.2 GW already contracted and being deployed across U.S. projects.</p><p>Bloom also expanded its financing partnership with Brookfield in June, increasing the AI infrastructure power-project framework from $5 billion to $25 billion. The companies said the larger commitment was intended to support faster deployment of Bloom’s onsite power systems for AI infrastructure globally.</p><p>The bullish commentary comes just days before Bloom Energy is set to join the S&amp;P 500 on Sept. 21, a move that could bring additional demand from index-tracking funds required to hold the stock. Index inclusion can also broaden investor visibility and support trading liquidity.</p><h2 class="st-heading-2">What Retail Investors Think About BE Stock</h2><p>On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/BE">BE</a> stock turned 'bearish'.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_15_224207_1adf173fa4.png" alt="Screenshot 2026-09-15 224207.png" width="822" height="450"><figcaption>BE stock retail sentiment on September 15 as of 1:00 p.m. ET | Source: Stocktwits</figcaption></figure><p>So far this year, Bloom Energy stock has more than doubled, rising over 165%. In comparison, iShares Global Clean Energy ETF (<a href="https://stocktwits.com/symbol/ICLN">ICLN</a>), which holds BE stock, has risen just 2.13% year-to-date.<br><br><strong>See Also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/nike-stock-now-trades-80-below-its-record-high-telsey-says-turnaround-has-yet-to-lift-sales/cZtnWQuRBcK"><strong>Nike Stock Now Trades 80% Below Its Record High -- Telsey Says Turnaround Has Yet To Lift Sales</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

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

Bloom Energy Corp. (BE) drew bullish commentary from RBC Capital after its fuel cells were tapped for Aligned Data Centers’ 2 GW Project Phoenix in Pennsylvania, with the firm calling the deployment another “meaningful” proof point for Bloom’s data center

Bloom Energy Corp - Ordinary Shares - Class A

iShares Global Clean Energy ETF

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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.

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ICLN iShares Global Clean Energy ETF

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