SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Middle East shipping and energy-infrastructure attack concerns are driving crude higher and drawing attention to USO, which tracks WTI futures. Traders are split between bullish supply-disruption fears and bearish calls for a pullback if tensions ease, with some warning the rally is stretched.

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 selloff is centered on concerns that its debt-heavy AI infrastructure buildout could become harder to finance if borrowing costs stay high or AI demand slows, amplified by bearish HSBC commentary and pressure across neocloud stocks. Traders are split between warnings of further downside and default risk, and bullish arguments that the companys backlog and AI demand support a rebound.

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 steep selloff in USAR and the broader rare-earth sector is driving discussion, with traders pointing to dilution concerns, heavy spending before large-scale production and weak sentiment around management. Some blame short selling or broader market pressure, while bulls argue the companys government backing and domestic magnet ambitions support its long-term case and see the decline as oversold.

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 decline is drawing attention, with traders focused on successive share-lockup expirations and reported insider selling as potential sources of supply, alongside a price-target cut and weakness in AI stocks. Bears see continued pressure from valuation and execution concerns, while bulls argue the selloff is overdone and point to the companys AI-chip technology and long-term potential.

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

UBSs downgrade of NuScale to Sell, citing long commercialization timelines and a lack of firm customer commitments, is driving the selloff. Traders debate whether it signals deeper execution risks, including delays around the TVA opportunity, or overstates the concerns amid weakness across nuclear stocks; some view the decline as a buying opportunity.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

Vicors Q3 results are driving discussion, with traders emphasizing strong revenue growth and improved margins while debating the GAAP EPS shortfall and the lack of forward guidance. Some view the AI power-delivery and licensing growth as encouraging, while others are cautious about valuation and whether the earnings news is enough to support the stock.

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 beat and new multiyear buyback are drawing attention, but shares are falling as traders question why the stock dropped despite the results. The debate centers on the unchanged profit-outlook midpoint and weaker vehicle sales versus the buyback and stronger cash-flow outlook.

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 sharp pullback across AI and neocloud stocks has focused attention on fears that infrastructure spending may not deliver returns and that tighter financing could pressure providers, with CoreWeaves debt concerns often cited as a sector risk. Traders are divided between buying Nebiuss rebound as an oversold dip and expecting more downside until funding and market conditions improve.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStops warrant-expiration notice is driving discussion, as traders debate whether the approaching deadline and possible dilution are weighing on shares or whether unexercised warrants would remove dilution risk. Sentiment is split between frustration with Ryan Cohen and speculation about an extension or other corporate action; those hopes remain unconfirmed.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led rebound in the Nasdaq-100 after a sharp AI-stock selloff, ahead of major technology earnings, has put QQQ in focus. Traders are split over whether the bounce can hold or is a temporary relief rally, citing concerns about AI financing, narrow market breadth and rising oil-related inflation risks.

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Micron Technology and Krispy Kreme have been highlighted as Zacks Bull and Bear of the Day

Micron Technology benefits from surging AI-driven memory demand, tight DRAM supply and soaring margins, while Krispy Kreme faces mounting pressure from GLP-1 adoption and rising debt.

Stocktwits Midweek Energy Check: Oil Rallies, Trump’s Greenland Deal Makes Waves, Oracle Reaffirms Bloom Energy’s Jupiter Ties

Equity

Oil prices surged after Yemen's Iran-allied Houthis attacked Saudi Arabia on Tuesday. 

OKLO Builds on Groves Progress to Expand Isotope Business

OKLO's push into medical isotopes gains momentum as reactor milestones, critical material procurement and laboratory capabilities open new avenues for growth.

Has Nuclear Energy Trade Seen Its Bottom? What Jan Van Eck Sees In The Constellation-Google Deal

Van Eek Funds CEO, Jan van Eck, said that the AI 2.0 trade, which includes the power infrastructure, is headed for a reversal after a lackluster performance so far in 2026.

CEG, VST, TLN Jump: Google’s Power Deal Sparks A Nuclear Rally

Constellation and Google announced two contracts on Tuesday, totaling about 3,590 megawatts, sparking buying in CEG, as well as peers VST and TLN. 

How ENTRA1 Is Supporting NuScale's Commercial Nuclear Push

SMR's ENTRA1 partnership could unlock TVA deployment, data-center demand and industrial uses as commercial talks advance.

NANO Nuclear Energy vs. NuScale Power: Which Stock Is a Better Buy in 2026?

Key PointsNANO Nuclear Energy is developing portable microreactor technology specifically for niche markets like military deployment and space exploration...

NANO Nuclear Energy vs. Oklo: Which Industrials Stock Is a Better Buy in 2026?

Key PointsNANO Nuclear Energy is pivoting from development to commercial logistics through strategic acquisitions and portable microreactor designs...

Radnostix Signs Definitive Agreement to Divest DUF6 and Fluorine Assets to NANO Nuclear

Radnostix Signs Definitive Agreement to Divest DUF6 and Fluorine Assets to NANO Nuclear Radnostix Signs Definitive Agreement to Divest DUF6 and Fluorine Assets to NANO NuclearPR NewswireBOISE, Idaho, Oct. 1, 2026BOISE, Idaho, Oct. 1, 2026 /PRNewswire/ -- Radnostix, Inc. (formerly International...

Nuclear Energy Stocks Rally as Demand for Reliable Clean Power Grows

Investors looking to benefit from nuclear energy's long-term growth may consider NNE, RYCEY and BWXT, which are expanding their nuclear capabilities amid rising demand for reliable, carbon-free power.

NANO Nuclear Energy, Inc. is a microreactor and nuclear technology company, which provides supply energy services. Its products in technical development are ZEUS, a solid core battery reactor, and ODIN, a low-pressure coolant reactor. The company is founded by Jiang Yu in February, 2022 and is headquartered in New York, NY.

Nano Nuclear Energy Inc.

Neutral Sentiment

<ul class="summary-bullets"><li>Meanwhile, last week, Trump said that Russian&nbsp;President&nbsp;Vladimir Putin agreed to supply 300,000 tons of diesel immediately, another 500,000 tons in November, followed by 1 million tons and a further 3 million tons in subsequent deliveries.</li><li>Trump announced in a social media post early Wednesday that large-scale oil, gas, and mineral exploration is set to begin in Greenland, without providing details on projects or timelines.</li><li>Bloom Energy garnered attention after Oracle reaffirmed its role as the primary power source for a proposed energy service agreement with El Paso Electric for Project Jupiter.&nbsp;</li></ul>Energy markets were squarely in focus in the week starting Oct. 12, amid a series of geopolitical, company-specific, and macroeconomic developments.&nbsp;The war in the Middle East escalated on Tuesday, after Yemen's Iran-allied Houthis attacked Saudi Arabia even as investors weighed the ​prospect of increased diesel from Russia.U.S. President Donald Trump also announced a “Massive Oil, Gas, and Mineral Exploration” in Greenland on Wednesday.&nbsp;Meanwhile, developments from oil major&nbsp;<a href="https://stocktwits.com/symbol/BP">BP PLC (BP)</a> and&nbsp;<a href="https://stocktwits.com/symbol/ORCL">Oracle’s (ORCL)</a> reaffirmation of&nbsp;<a href="https://stocktwits.com/symbol/BE">Bloom Energy’s (BE)</a> role in Project Jupiter put both energy stocks in focus.&nbsp;<h2 class="st-heading-2">Geopolitical Developments That Impacted Oil Prices</h2>The Houthis targeted an administrative building at Saudi Aramco’s headquarters in Dhahran on Tuesday, sparking a fire. No casualties were reported. The attack followed a Houthi warning that Saudi oil facilities were “legitimate targets” in response to a Saudi-led coalition evacuation order for an oil facility in Sanaa, Yemen. Saudi Arabia also intercepted missiles aimed at Riyadh, with debris injuring four people and damaging 15 homes.Oil prices surged following the attacks. Brent crude futures expiring in December were trading at $106.33 a barrel, up about 0.6% at the time of writing, while WTI crude futures expiring in November traded at $94.58 per barrel.The&nbsp;<a href="https://stocktwits.com/symbol/USO">United States Oil Fund (USO)</a> was down about 0.5% at the time of writing, amid ‘neutral’ sentiment. The exchange-traded fund, which tracks the price of West Texas Intermediate (WTI) light, sweet crude oil, has gained more than 121% year-to-date.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261014_012932813_04db1a61b4.png" alt="koyfin_20261014_012932813.png" width="2400" height="1500"></figure>Meanwhile, last week, Trump said that Russian&nbsp;President Vladimir Putin agreed to supply 300,000 tons of diesel immediately, another 500,000 tons in November, followed by 1 million tons and a further 3 million tons in subsequent deliveries.According to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://gasprices.aaa.com/">data</a> from AAA Fuels, diesel prices&nbsp;averaged $6.2997 across the U.S. at the time of writing, down from $6.3015 a week ago.&nbsp;<h2 class="st-heading-2">Trump’s Greenland Announcement&nbsp;</h2>Trump said on Wednesday that large-scale oil, gas, and mineral exploration is set to begin in Greenland, without providing any details on projects or timelines.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/117437330273528673">post</a> on Truth Social, the president said, “Massive Oil, Gas, and Mineral Exploration is getting ready to begin in our new and beautiful Greenland! There are Experts that are saying that the amount of easily available Oil is far greater than that of almost any land, anywhere in the World and, even more importantly, from a Security Purpose in the Defense and Offense of both the United States of America, and Europe, is second to none.”&nbsp;He added that any future attack on the U.S. will have to come across Greenland, “where our Defense will routinely knock down drones, missiles, or any other form of weapon not yet even conceived. It gives us time, location, and sightline, like nowhere else in the World!”The announcement follows an agreement reached in September by the U.S., Denmark and Greenland to ease tensions. The deal expands the U.S. military presence, enables two new bases and the proposed “Golden Dome” missile defense system, and reaffirms Danish sovereignty and Greenland’s right to self-determination.<h2 class="st-heading-2">DOE’s Strategic Petroleum Reserve Authorization&nbsp;</h2>Over the weekend, the U.S. Department of Energy (DOE) announced authorization for an emergency exchange of up to 4 million barrels of crude oil from the Strategic Petroleum Reserve (SPR) to address supply disruptions&nbsp;caused by weather challenges in the Gulf of America.&nbsp;Hurricane Isaias forced offshore oil and gas producers to shut down Gulf of Mexico operations, disrupting crude supplies and prompting the DOE to authorize a 4-million-barrel SPR exchange for&nbsp;<a href="https://stocktwits.com/symbol/XOM">ExxonMobil (XOM)</a> and BP, which must return the crude with additional barrels in 2027.<h2 class="st-heading-2">Nuclear Stocks: BE, NNE In Focus</h2>Among nuclear energy companies, Bloom Energy garnered attention after Oracle&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-proposes-up-to-55-m-in-annual-power-bill-credits-reaffirms-bloom-energy-s-role-at-project-jupiter/cZxBZ0MRBYe">reaffirmed</a> its role as the primary power source for a proposed energy service agreement with El Paso Electric for Project Jupiter.&nbsp;Oracle proposed an energy service agreement with El Paso Electric to cover power needs during construction, commissioning, and emergencies, alongside up to $55 million annually in customer bill credits for three years. The proposal also reaffirms Bloom Energy’s fuel cells as the campus’s primary power source, with up to 2.45 GW of installed capacity expected.Meanwhile, Roth Capital&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/be-stock-rises-overnight-after-oracle-reaffirms-project-jupiter-role-analyst-hikes-price-target-on-gaining-market-acceptance-ahead-of-q3-results/cZxfeTKRBYx">hiked</a> the price target on BE stock to $260 from $225 and maintained a ‘Neutral’ rating. The revised target, however, implies about a 1% downside from its last close.<a href="https://stocktwits.com/symbol/NNE">Nano Nuclear Energy (NNE)</a> said on Tuesday that the U.S. Nuclear Regulatory Commission’s review of its KRONOS micro modular reactor project at the University of Illinois is progressing, with a draft safety evaluation expected in February 2027 and final approval milestones extending through September 2027. The company said that it is on track to begin construction in the second half of 2027.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Over the past year, BATL surged 253%, EONR climbed 111%, and USO advanced 105%. (Photo credit: Getty Images)

USO, BP, BE In Focus Midweek: Oil Rallies, Trump’s Greenland Deal Makes Waves, Bloom Energy Stays In Jupiter’s Game

Bloom Energy Corp - Ordinary Shares - Class A

BP PLC

Exxon Mobil Corp

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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.

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