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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 steep selloff and repeated tests of its yearly lows are drawing attention amid concerns about heavy debt, costly financing, refinancing needs and insider selling, alongside broader doubts about AI-infrastructure spending. Traders are split: bears see financing risks as a threat to growth, while bulls point to its backlog and AI partnerships and view the selloff as overdone; analyst upgrades and ARKs buying have not dispelled skepticism.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is drawing attention amid a semiconductor selloff, with traders focused on CEO Hock Tans warning that some AI investing resembles gambling and his comments about capital constraints. The remarks and worries about AI spending and financing have fueled bearish sentiment, while other traders see the pullback as a buying opportunity based on Broadcoms AI-chip growth; many also complain that the stock has lagged semiconductor peers.

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 is drawing attention as its steep post-IPO selloff continues, with traders citing upcoming share unlocks, reported insider sales, a TD Cowen downgrade and concerns about OpenAI customer concentration and competition from Nvidia. Others argue the decline is overdone, pointing to Cerebras AI-chip technology and potential demand, while broader weakness in AI and semiconductor stocks adds pressure.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is drawing attention amid a steep selloff and worries that its debt-funded AI data-center expansion, heavy capital spending, and weak free cash flow may be difficult to finance as credit costs rise and inflation fuels rate concerns. Bears question whether its backlog and AI demand will translate into cash flow, while bulls argue Oracles cloud business and contracted demand make the pullback an opportunity.

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Direxion Daily Semiconductor Bull 3X Shares

SOXL is rebounding alongside semiconductor stocks after a steep, extended selloff, drawing dip buyers who see oversold conditions and continued AI-chip demand as support for a recovery. Others warn the bounce may be temporary, citing concerns about AI investment returns and debt, market uncertainty, and upcoming chip-sector earnings.

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. 

NBIS is drawing attention amid a sharp AI/neocloud selloff fueled by concerns about financing, debt exposure and whether infrastructure spending will earn adequate returns. Traders are divided over whether the rebound is an oversold relief move or a pause before further declines, with some arguing Nebius is better positioned than more leveraged peers.

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

NVIDIA is drawing attention amid a pullback and tentative rebound in AI and semiconductor stocks, as traders debate whether data-center spending can generate adequate returns and whether financing stress at firms such as CoreWeave signals broader risk. Bulls point to sustained chip demand and upcoming company updates, while bears remain concerned about AI valuations, debt exposure, and competition.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celesticas large equity offering has pressured shares, with traders citing dilution even as the capital is intended to support expansion. The selloff is being debated against the bullish AI and data-center demand outlook, prompting dip-buying while others remain concerned about volatility and the stocks valuation.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech and semiconductor rebound after the AI-related selloff has lifted QQQ, with traders debating whether it marks a durable recovery or a short-lived relief bounce. Upcoming megacap earnings and concerns about AI spending, oil prices, and inflation are keeping sentiment divided.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

JPMorgans upgrade of Intel to Neutral from Underweight, citing improving execution, is a key focus after a sharp selloff. Some traders see it as validation of the turnaround, while others dismiss the upgrade because the price target was unchanged; broader chip-sector weakness and unconfirmed foundry-deal speculation add to the debate.

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Eagle Nuclear Energy Corp. engages in uranium exploration and development with proprietary small modular reactor (SMR) technology to address structural supply challenges in the U.S. nuclear sector. It offers Uranium Resources and Proprietary Small Modular Reactor (SMR) Technology. The company was founded on September 19, 2025 and is headquartered in Reno, NV.

Eagle Nuclear Energy Corp.

Jensen Huang Thinks We’ll All Run Our Own Mini Nuclear Reactors In Our Backyards — What Today’s AI Power Crunch Really Looks Like

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<ul class="summary-bullets"><li>The power need of data centers, which are relatively new actors in the energy system, is widely expected to grow exponentially.&nbsp;</li><li>U.S. residential retail electricity prices in September were up 7.4% year over year to about 18 cents per kilowatt-hour, underscoring the strain on the grid.</li><li>Wedbush’s Daniel Ives sees the demand for new energy to power the AI revolution exploding in the coming years.</li></ul>Nvidia CEO Jensen Huang’s “Joe Rogan&nbsp;Experience” podcast appearance caught a few off guard, given that he typically shows up at more formal setups rather than a long-form, freewheeling show. As expected, the conversation veered around all things artificial intelligence (AI).The head honcho of the most valued&nbsp;publicly listed&nbsp;company also touched on a&nbsp;hot-button topic:&nbsp;power-hungry data centers. Calling that issue “the bottleneck” for AI, Huang said, “I think in the next six, seven years, I think you’re going to see a whole bunch of small nuclear reactors.”“We’ll all be power generators,” he said, suggesting hyperscalers might be mulling captive power sources in the future.&nbsp; “It probably is the smartest way to do it. Right. And it takes the burden off… the grid. It takes — and you could build as much as you need, and you can contribute back to the grid.”In a lighthearted show, this could be one of the most loaded statements, underlining the importance of energy to power data centers that run a massive infrastructure of servers, storage drives, and network equipment to train models, inference, and run critical applications and services.<h2 class="st-heading-2">Data Center Draining Grid?</h2>The AI revolution is here to stay despite all talk of a bubble burst. The power need of data centers, which are relatively new actors in the energy system, is widely expected to grow exponentially.&nbsp;According to the International Energy Agency’s estimates, global electricity consumption by data centers is&nbsp;currently at&nbsp;about 415 terawatt-hours (TWh). That&nbsp;is expected to more than double, reaching around 945 TWh by 2030 in the base-case scenario, representing nearly 3% of total global electricity consumption. The IEA states that training the largest large-language model (LLM) requires about 154 megawatts (MW) of power.Goldman Sachs estimates that global power demand from data centers will rise 50% by 2027 and as much as 165% by the end of the decade, from the level seen in 2023.&nbsp; Due to higher processing workloads driven by AI, power density in data centers will increase to 176 kilowatts (KW) per square foot in 2027, up from 162 kW in 2023.The U.S. and China are currently the largest data center markets. The Trump administration has made no bones about its data center thrust to maintain pole position in the AI race. Last week, President Donald Trump signed an executive order establishing the “Genesis Mission,” a new endeavor to expand AI resources for scientific research. He is also considering an executive order to block state AI laws, signaling his intent to bring AI under the federal framework.In the U.S., natural gas (over 40%) is currently the most significant source of electricity for data centres, followed by renewables, primarily solar photovoltaic cells and wind (24%). Nuclear and coal power have shares of around 20% and 15%, respectively.&nbsp;<img src="https://news.stocktwits-cdn.com/IEA_energy_sources_png_837804de68.webp" alt="IEA-energy sources.png">Source: IEAData center needs have been a bane for consumers. Residential retail electricity prices in September were up 7.4% year over year, to about 18 cents per kilowatt hour,<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.eia.gov/electricity/monthly/update/end-use.php">&nbsp;according</a> to the Energy Information Administration (EIA). A May EIA report showed that electricity prices will likely outpace inflation at least through 2026, after tracking in line&nbsp;with inflation from 2013 to 2023.<h2 class="st-heading-2">Huang Sparks Fresh Nuclear Hype</h2>The Nvidia CEO comments bring the spotlight to nuclear energy stocks, both big and small. Among legacy utility companies, Constellation Energy (CEG), NextEra Energy (NEE), Entergy (ETR), Duke Energy (DUK) and Dominion Energy (D) are considered nuclear energy plays. Smaller&nbsp;players such as Oklo (OKLO) and NuScale Power (SMR) are also making all the right noises.Adjacent players such as Centrus Energy (LEU), which provides nuclear fuel and enrichment services, are also well positioned to capture a slice of this accelerating boom.Here’s how shares of these companies fared this year.<img src="https://news.stocktwits-cdn.com/Nuclear_energy_stocks_png_c8238c6104.webp" alt="Nuclear energy stocks.png">Source: KoyfinMost of these stocks have generated returns that align with or exceed the broader market, with some of the upside also driven by their defensive appeal amid an uncertain economic environment.&nbsp;Wedbush analyst Daniel Ives sees Oklo stock rising to $150 from sub-$100 levels, premised on his expectation that demand for new energy to power the AI revolution will explode in the coming years.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/capricor-s-red-hot-rally-has-wall-street-and-retail-hooked/cLILsdERES7">Capricor’s Red-Hot Rally Has Wall Street And Retail Hooked — And Fresh DMD Data Could Keep Fueling The Fire</a>

Cooling towers of a nuclear power plant in Oxford, UK.

AI’s breakneck growth is colliding with an inconvenient truth: the world may not have enough power to fuel it, and Nvidia CEO Jensen Huang’s latest remarks have thrust the spotlight onto nuclear energy.

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$NUCL Oralcle’s Michigan data center is going nuclear. That is big news.  Geez, I wonder where they will get their uranium from, or any other nuclear  provider in the US, not a clue…lol! Also possible mini-reactors in play as well. $DJIA $QQQ $SPY

Top_Dog_Pro_Trader

$NUCL this is a scam run by the same group as $FJET. You've been had.  They should investigate Chris graebe for soliciting investment into this. It will never be permitted to mine. It will never get environmental approval. Replaced accountants....

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$NUCL Fascinating trades going on in warrants up 23% vs common down slightly. Not sure what to make of it but I’ll take it!!!!!
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