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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 quarterly earnings report is the dominant focus, with traders debating whether guidance, subscriber engagement and ad growth can offset concerns about slowing growth and the content slate. Sentiment leans bearish amid the stocks decline and traders claims of repeated post-earnings selloffs, though some see low expectations as room for a rebound.

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 and forward guidance are the dominant focus, particularly whether AI and data-center revenue can justify heavy capital spending. Traders are split between expecting a profitable report and rally and worrying about debt, spending, valuation, and an upcoming share unlock.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

A sharp rebound and heavy buying have fueled attention as traders anticipate the 80th-event trigger and final-analysis results for SELLASs Phase 3 REGAL trial of GPS. Some also read the CEOs anniversary remarks and planned ASH presence as possible buyout signals, but others stress there is no confirmed deal or trial result and that the price move may be trading activity.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets reported Willow quantum-computing advanceusing magic state cultivation to cut errors roughly 40-foldhas sparked interest, though traders question whether it will matter to the stock near term as the share price remains weak. Conversation also centers on the upcoming earnings report and whether the recent pullback is a buying opportunity or reflects broader tech and AI-spending concerns.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Sea shares are selling off despite plans to pursue a Monee financial-services IPO and launch an AI cloud business. Traders debate whether the moves could unlock value or instead add uncertainty and spending, while many point to the stocks sharp technical breakdown; some view the decline as an overreaction.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

SRPTs rise is being attributed mainly to strength across biotech, with traders also citing Silence Therapeutics acquisition as a signal of broader pharma interest in siRNA. The community is divided on whether the move reflects sector momentum or company-specific buying; speculation about a data leak remains unconfirmed.

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

IRENs steep selloff is drawing attention amid broader funding and return concerns for AI-focused neoclouds, with traders also questioning the companys execution, dilution and delayed Horizon capacity. Co-CEO Daniel Roberts comments that data-center construction has been cash-funded and customer prepayments help finance GPUs are cited by bulls, but have not eased the bearish debate or frustration that IREN is lagging peers.

Alphabet Inc - Ordinary Shares - Class C

Alphabets pullback ahead of earnings has traders debating whether Google Cloud and Gemini growth can justify heavy AI infrastructure spending. Bulls view the weakness as a buying opportunity, while bears worry that rising capex, uncertain AI returns and broader AI financing concerns could weigh on the stock.

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

The FAAs certification of Boeings 737 MAX 10 is driving attention, with traders debating its significance because the model represents a substantial part of the MAX backlog. The stocks weak reaction has fueled a sell the news discussion, as many focus on whether Boeing can increase production and deliveries enough to improve cash generation.

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 shares are falling despite a third-quarter earnings and revenue beat and a new buyback authorization, as investors focus on a narrowed full-year profit outlook with its midpoint unchanged rather than an upgrade. Traders are split between viewing the selloff as overdone given stronger cash-flow guidance and capital returns, and seeing the outlook and softer vehicle sales as reasons for caution.

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CEG Stock Outperforms Industry in 3 Months: Time to Buy or Hold Now?

Constellation Energy's nuclear strength, AI-driven power demand and attractive valuation support growth, but outages and debt pose risks.

Brookfield, NextEra To Build $100 Billion AI Hub On Cold War Nuclear Site

Brookfield, NextEra To Build $100 Billion AI Hub On Cold War Nuclear Site

 Authored by Alex Kimani via OilPrice,

The U.S. Department of Energy (DoE) has announced a landmark $100-billion private investment to turn the former uranium enrichment site in Western Kentucky into the new...

Can NextEra Energy's Q3 Earnings Offer a Buying Opportunity?

NEE's Q3 earnings may beat estimates, driven by rising electricity demand and renewable expansion, but its premium valuation raises buying concerns.

NEE Stock Falls Behind Industry in 3 Months: Should You Buy Now?

NextEra Energy's shares fall 10.5% in three months. Strong clean energy demand and rising earnings estimates support growth, but its premium valuation is a concern.

Analysts Estimate PG&E (PCG) to Report a Decline in Earnings: What to Look Out for

PG&E (PCG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Will NextEra (NEE) Beat Estimates Again in Its Next Earnings Report?

NextEra (NEE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Can Renewable Energy Expansion Support CEG's Long-Term Growth?

Constellation Energy's expanding renewable assets, battery storage capacity and corporate clean energy agreements support diversification and long-term growth.

NextEra Energy (NEE) Earnings Expected to Grow: Should You Buy?

NextEra (NEE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

How to Boost Your Portfolio with Top Utilities Stocks Set to Beat Earnings

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

TTE Expands U.S. Renewable Portfolio Through KKR Joint Venture

TotalEnergies expands its U.S. renewable energy footprint through a KKR joint venture, adding 700 MW of solar capacity to a $1.2 billion portfolio.

NextEra Energy, Inc. engages in the provision of renewable energy. It operates through the Florida Power and Light Company (FPL) and NextEra Energy Resources and NEET (NEER). The FPL segment involves the generation, transmission, distribution, and sale of electric energy in Florida. The NEER segment produces electricity from clean and renewable sources, including wind and solar. The company was founded on December 28, 1925 and is headquartered in Juno Beach, FL.

NextEra Energy Inc

Stocktwits Power Watch: CEG Bags Google Deal, VST Secures Government Funding, Utility Merger Draws Fire 

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Constellation secured a major long-term electricity agreement with Google, supporting upgrades to existing nuclear plants.</li><li>Vistra received a conditional $4.2 billion federal loan commitment to expand nuclear generation.</li><li>NextEra Energy’s proposed merger with Dominion faced opposition in Virginia over electricity costs and competition.</li></ul><p>U.S. power and utility companies scored multibillion-dollar deals and investments last week, as increasing power demand from AI data centers continued to reshape the energy sector.</p><p>Constellation Energy (<a class="mention" data-mention="$CEG" data-symbol-id="CEG" href="https://stocktwits.com/symbol/CEG" target="_blank">CEG</a>) secured a massive nuclear power agreement with Google, while <a href="https://stocktwits.com/symbol/VST">Vistra (VST)</a> received a $4.2 billion federal funding commitment to expand nuclear capacity. Meanwhile, <a href="https://stocktwits.com/symbol/NEE">NextEra Energy’s (NEE)</a> proposed $67 billion merger with <a href="https://stocktwits.com/symbol/D">Dominion Energy (D)</a> faced opposition in Virginia.</p><p>Here are the major developments from last week.</p><p><img src="https://news.stocktwits-cdn.com/95_A2r_u_s_power_updates_b2644d1ab4.png" alt="95A2r-u.s.-power-updates-.png"></p><h2 class="st-heading-2">Constellation Secures Deal With Google</h2><p>On Tuesday, Constellation Energy, the largest U.S. nuclear operator, <a href="https://stocktwits.com/news-articles/markets/equity/ceg-vst-tln-jump-google-s-power-deal-sparks-a-nuclear-rally/cZDtQh2RBlL">announced</a> a long-term agreement with Alphabet’s Google (GOOG, GOOGL) covering 3,590 megawatts (MW) of electricity. The agreements include a 20-year contract supporting 890 MW of additional nuclear capacity and a separate 15-year agreement covering 2,700 MW of power.</p><p>Using the funds, Constellation plans to invest more than $4.3 billion in upgrades to 11 existing nuclear reactors across Illinois, Pennsylvania and New Jersey. The announcement follows a smaller contract with Amazon a week earlier.&nbsp;</p><h2 class="st-heading-2">Vistra Gets $4.2B Federal Boost</h2><p>Vistra received a major boost on Monday after the U.S. Department of Energy <a href="https://stocktwits.com/news-articles/markets/equity/vst-stock-adds-4-us-department-of-energy-confirms-4-2-b-nuclear-deal-with-vistra/cZDqX93RBjt">announced</a> a conditional loan commitment of up to $4.2 billion. The financing will support modernization and capacity expansions at Vistra’s nuclear facilities in Pennsylvania and Ohio, helping strengthen electricity supplies in the PJM grid, which serves 13 states and Washington, D.C.</p><p>The projects are expected to add 433 MW of nuclear capacity and preserve nearly 4 GW of existing generation. The financing remains subject to final approval conditions.</p><h2 class="st-heading-2">NextEra-Dominion $67B Merger Faces Opposition</h2><p>NextEra Energy’s proposed $67 billion merger with Dominion Energy faced fresh criticism in Virginia last week.</p><p>According to a Financial Times <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/70308419-20a2-4236-a03e-346b4626997b">report</a>, state officials raised concerns about rising electricity bills, reduced competition and the combined company’s influence. Virginia Governor Abigail Spanberger was “deeply sceptical” about the deal, with her office reportedly ‘blindsided’ by the news of the deal.</p><h2 class="st-heading-2">Duke Energy’s Pricing Plans</h2><p>Duke Energy (DUK) <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://news.duke-energy.com/releases/duke-energy-protects-customers-from-data-center-costs">announced</a> a proposed agreement with Amazon (AMZN), Google, Meta (META), Microsoft (MSFT) and other stakeholders to protect North Carolina customers from data center-related electricity costs.</p><p>Under the agreement, large electricity users, including new data centers, would pay upfront for dedicated grid infrastructure and provide financial guarantees for shared upgrades. These customers would also be placed under a separate electricity pricing plan which is essentially for businesses with high power demand.</p><h2 class="st-heading-2">How Did CEG, VST, DUK, D And NEE Stocks Fare Last Week?</h2><p>Vistra and Constellation Energy led the gains last week, gaining 11.5% and 11.4%, respectively, while <a href="https://stocktwits.com/symbol/DUK">Duke Energy</a> rose 2.3%, NextEra Energy gained 1.4%, and Dominion Energy edged up 1%.</p><p><img src="https://news.stocktwits-cdn.com/Power_stocks_last_week_cb5249b78b.png" alt="Power stocks last week.png"></p><p>Meanwhile, retail sentiment on Stocktwits surrounding DUK, D, and CEG was ‘bearish,’ sentiment for NEE was ‘bullish,’ and ‘extremely bullish’ for VST.</p><p>Constellation is down 15.6% so far this year, NextEra fell 3.6%, and Duke slipped 0.5%, while Dominion gained 5.21% and Vistra edged up 0.1%.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

Constellation Energy Plan To Restart Pennsylvania's Three Mile Island Nuclear Plant. (Photo by Chip Somodevilla/Getty Images)

U.S. power and utility companies saw major developments last week as rising AI-driven electricity demand fueled new investments, while concerns over consumer costs and regulatory scrutiny complicated consolidation efforts in the sector.

AI Power Demand Fuels Nuclear Deals As NextEra-Dominion Merger Faces Scrutiny 

U.S. power and utility companies saw major developments last week as rising AI-driven electricity demand fueled new investments, while concerns over consumer costs and regulatory scrutiny complicated consolidation efforts in the sector.


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NEE Stock Price Today - NextEra Energy Inc News, Charts, Retail Sentiment

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