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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 quarterly earnings beat, first reported profit since its IPO, and strong outlook for AI-computing growth have driven bullish discussion, with traders also pointing to sharply higher planned infrastructure spending as support for the broader AI trade. Others question the valuation and whether heavy capital needs, potential dilution, and upcoming share unlocks could limit gains; Tesla merger discussions are a secondary topic, with no deal assured.

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 fiscal first-quarter update, with revenue and gross-margin expectations raised on stronger AI-platform demand, is driving the discussion. Many traders see the update as a major beat that could prompt short covering and a valuation reassessment, while skeptics remain cautious about the companys execution and credibility.

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

Netflixs earnings beat on profit with revenue roughly in line, but softer fourth-quarter guidance, slowing growth and a reduced advertising outlook triggered a sharp selloff. Traders are divided between buyers who view the reaction as overdone given the companys profitability and buybacks, and bears concerned about engagement, competition and weaker growth prospects.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla and SpaceX have formed independent committees to explore a potential merger, fueling intense speculation that the companies could combine; no agreement has been reached, and a deal is not certain. Traders are divided between enthusiasm about possible synergies and concerns that the merger is speculative or could disadvantage Tesla shareholders, with earnings also in focus.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Loop Capitals downgrade and concerns about weaker iPhone shipments, slowing demand, and rising memory costs are weighing on AAPL ahead of earnings. Traders are divided: bears see the concerns and high valuation as reasons for caution, while bulls point to strong iPhone Duo preorder demand and dismiss the downgrade.

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. 

Nebius is caught in a volatile selloff and rebound across AI neocloud stocks, as traders weigh financing and debt concernsespecially around CoreWeaveagainst expectations for continued AI-compute demand. Bulls argue Nebius is better positioned than some peers and view the pullback as an opportunity, while bears remain concerned about funding costs, sector weakness, and whether the AI buildout will generate adequate returns.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is drawing attention amid a sharp selloff in neocloud and AI-data-center stocks, as traders debate financing risks and whether the sectors buildout can deliver returns; many highlight IRENs weakness relative to peers, while bulls point to the co-CEOs claims that its data centers are cash-funded and customer demand remains strong.

Myriad Genetics, Inc. is a molecular diagnostics and precision medicine company committed to advancing health and well-being for all. It develops and commercializes molecular tests that help patients and providers uncover genetic insights. The company was founded by Walter A. Gilbert, Mark H. Skolnick, and Peter D. Meldrum in May 1991 and is headquartered in Salt Lake City, UT.

Myriad Genetics, Inc.

Myriad Genetics agreement to sell its prenatal testing business to Labcorp for cash is driving the sharp move, with traders viewing the proceeds as a way to strengthen the balance sheet and fund its cancer-testing business. The reaction is divided: bulls welcome the cash and strategic focus, while skeptics worry that divesting a revenue-generating unit leaves the remaining business with lower revenue and unresolved debt and execution risks.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Reports of large Chinese orders for export-compliant Nvidia GPUs are drawing attention, with demand reportedly outstripping planned supply. Traders see the orders as evidence of resilient demand but debate why the shares remain weak amid broader concerns about AI spending, financing, and semiconductor-sector volatility.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps sharp rally and unusually heavy bullish call activity are driving attention, alongside an activist proposal for Snap to sell a minority stake in its Specs AR-glasses unit to fund development and unlock value. Traders are largely optimistic about a breakout and Specs potential, though some warn the move may fade and are waiting for earnings to confirm improving ad demand and execution.

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Terrestrial Energy Appoints Nuclear Power Veteran David Williams as Chief Commercial Officer

Terrestrial Energy Inc. (Nasdaq: IMSR) (Terrestrial Energy or the Company), a leader in Generation IV molten salt nuclear plants supplying electricity and high-temperature industrial heat, today announced the appointment of David Williams as Chief Commercial Officer (CCO), effective October 19...

Terrestrial Energy Submits Topical Report to NRC to Confirm IMSR Plants Thermal and Electric Facility Can Be Built and Operated Ahead of Nuclear Licensing

Terrestrial Energy Inc. (Nasdaq: IMSR) (Terrestrial Energy or the Company), a leader in Generation IV molten salt nuclear plants supplying electricity and high-temperature industrial heat, today announced that it has submitted its Thermal and Electric Facility (TEF) Topical Report to the U.S...

SUNation Stock Gains Nearly 150% YTD: What's Behind the Rally?

SUNE is benefiting from commercial momentum, cost cuts and diversification efforts, but weak residential solar demand and liquidity risks remain.

Ameresco Lands US Army Energy Projects

Ameresco chosen by U.S. Army for energy projects at 2 military bases; AMRC stock rises, Terrestrial Energy jumps 10%.read more...

Ameresco and Terrestrial Energy to Deliver IMSR Advanced Nuclear Power to U.S. Armys Aberdeen Proving Ground

Terrestrial Energy Inc. (Nasdaq: IMSR) (Terrestrial Energy or the Company), a leader in Generation IV molten salt nuclear plants supplying electricity and high-temperature industrial heat, today announced its support and role as supplier of advanced nuclear plant technology for Ameresco Inc.s power...

Terrestrial Energy Submits Graphite Topical Report to NRC, Advancing IMSR Plant Regulatory Program

Terrestrial Energy Inc. (NASDAQ: IMSR) (Terrestrial Energy or the Company), a leader in Generation IV molten salt nuclear plants supplying electricity and high-temperature industrial heat, today announced that it has submitted its Graphite Topical Report to the U.S. Nuclear Regulatory Commission...

Terrestrial Energy (IMSR) Q2 2026 Earnings Call Transcript

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Terrestrial Energy Reports Second Quarter 2026 Results

Terrestrial Energy Inc. (NASDAQ: IMSR) (Terrestrial Energy or the Company), a developer of small modular nuclear plants using its Generation IV Integral Molten Salt Reactor (IMSR), today announced its financial results for the second quarter ended June 30, 2026. This quarter we reported...

Terrestrial Energy Appoints Senior Industry Executive Pamela Cowan as EVP of Engineering

Terrestrial Energy Inc. (Nasdaq: IMSR), a developer of proprietary Generation IV small modular nuclear power plants, today announced the addition of Pamela Cowan as EVP of Engineering, effective immediately. She will be based at the Charlotte, N.C. headquarters and report to Terrestrial Energy CEO...

Terrestrial Energy Board Adds Industry Veteran Kathryn McCarthy; Announces Second Quarter 2026 Earnings Release and Conference Call Date

Terrestrial Energy Inc. (NASDAQ: IMSR), a developer of small modular nuclear power plants using its Generation IV Integral Molten Salt Reactor (IMSR), today announced that industry veteran Kathryn McCarthy has been appointed to the Board of Directors. Kathy has decades of leadership in major...

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Terrestrial Energy Inc.

Terrestrial Energy, Inc. is a developer of Generation IV nuclear plants that use its proprietary Integral Molten Salt Reactor. The firm captures the transformative operating benefits of molten salt reactor technology in a plant design that represents true innovation in capital efficiency, cost reduction, versatility and functionality of nuclear energy supply. IMSR plants are designed to be small and modular for distributed supply of low-cost, reliable, dispatchable, clean, high-temperature industrial heat and electricity, extending the application of nuclear energy far beyond electric power markets to industrial applications such as petrochemical and chemical synthesis and data center operation. The company is headquartered in Charlotte, NC.

Riot Platforms Goes ‘Nuclear’ – RIOT Stock Explodes To 4-Year High After Sealing Deal For Molten Salt AI Power Plants 

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<ul class="summary-bullets"><li>The rally comes after Riot Platforms announced a partnership with Terrestrial Energy to develop nuclear-powered data centers.</li><li>The company said the initiative could scale up to 4 gigawatts of nuclear capacity, though deployment is expected in the early 2030s.</li><li>The project aims to support AI workloads, high-performance computing, and Bitcoin mining using IMSR reactor technology.</li></ul>Riot Platform (RIOT) stock rallied to a fresh four-year high on Wednesday after the company announced it had inked a new deal with Terrestrial Energy (IMSR) to co-locate molten salt nuclear reactors with hyperscale data centers.&nbsp;Simply put, they want to build data centers for artificial intelligence workflows, high performance computing, and Bitcoin (BTC) mining with small nuclear power plants located nearby to provide constant and reliable energy. What makes the deal special is the Terrestrial Energy’s Integral Molten Salt Reactor, giving Riot an edge over other Bitcoin mining companies that are pivoting towards data centre infrastructure.&nbsp;<a href="https://stocktwits.com/symbol/RIOT/">RIOT’s stock</a> gained over 12% to hit $23.64, the highest the share price has been since March 2022. The stock was also among the top trending tickers on Stocktwits at the time of writing. Retail sentiment around the company on the platform rose to ‘extremely bullish’ from ‘bullish’ territory, accompanied by ‘high’ levels of chatter.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_06_120849_png_2abf3d7b18.webp" alt="Screenshot 2026-05-06 120849.png" width="1227" height="140"><figcaption>RIOT retail sentiment and message volume on May 6 as of 12:00 p.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/IMSR/sentiment">IMSR’s stock</a> also rallied, gaining over 15% in intra-day trade and was also among the top trending tickers on Stocktwits. Retail sentiment around the firm on Stocktwits trended in ‘bullish’ territory over the past day, also with ‘high’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_06_120908_png_3eccfcd832.webp" alt="Screenshot 2026-05-06 120908.png" width="1245" height="155"><figcaption>IMSR retail sentiment and message volume on May 6 as of 12:00 p.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Why Is RIOT’s Stock Rallying Today?</h2>According to the announcement, Terrestrial Energy’s technology is a newer, smaller type of nuclear plant designed to be safer, more flexible, and easier to build than traditional reactors. Riot will handle building and operating the data centers.The company said the project targets up to 4 gigawatts (GW) of nuclear power from multiple 390 megawatt (MW) IMSR plants, using standard-assay low-enriched uranium (SALEU) fuel. Natural gas may serve as a bridge fuel for faster operations and resilience.IMSR and RIOT companies are exploring sites in Texas and Kentucky, along with other locations. These projects are still in early stages, and the first facilities may not be ready until the early 2030s.<h2 class="st-heading-2">Riot’s Pivot Away From Bitcoin Mining</h2>Riot Platforms began pivoting from a pure Bitcoin mining focus toward AI data centers and diversified infrastructure in early 2025, when it announced it was pausing new mining projects at its Corsicana facility to pursue AI opportunities.Activist investor pressure intensified in February 2026 amid falling Bitcoin mining profitability, pushing Riot to accelerate sales of BTC holdings for data center expansion funding. The company sold 3,778 BTC in the first quarter (Q1) of 2026 to support this shift.Riot now holds around 15,679 BTC, valued at roughly $1.2 billion as per Bitcoin’s price today, including 5,802 BTC restricted as collateral.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> edged 0.32% higher in the last 24 hours to around $81,800, paring gains after crossing $82,500 earlier in the day.Adding to the bullish momentum behind Riot, H.C. Wainwright raised its price target on RIOT’s stock to $25 from $23 and kept a ‘Buy’ rating on the shares, citing first quarter (Q1)&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/riot-stock-rises-after-target-hike-ceo-flags-inflection-point/cZQV5GFReeE">results</a> momentum, despite the company missing earnings expectations, and its deal with Advanced Micro Devices (AMD).RIOT’s stock has gained 75% this year, while IMSR’s stock has climbed over 30%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/hut-stock-eyes-record-high-above-100-after-10-billion-deal/cZQzdHVReaw">HUT Stock Eyes Record High Above $100 After $10 Billion Texas AI Data Center Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

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

Riot Platforms shares rose more than 12% in intra-day trade on Wednesday, reaching their highest level since March 2022.

Riot Platforms Goes ‘Nuclear’ – RIOT Stock Hits 4-Year High After Terrestrial Energy Deal

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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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$2.80
Prev Close	$2.85
Open	$2.84
Dividend Yield	0.00%
50-Day Moving Average	$4.59
Beta	1.39
Avg. Volume	1.43M
PE Ratio	-6.85

52-Week High	$23.60
52-Week Low	$2.79
Market Capitalization	$301.92M
EPS (Annual)	-$0.391
Price to Book	1.07
Revenue Per Employee	$0.00

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