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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

CoreWeave is under pressure amid a selloff in AI infrastructure stocks, as traders focus on its heavy debt, costly financing needs, and whether its contracted demand can support further growth. Bears fear dilution or default, while dip buyers point to the backlog and Nvidia ties; Goldmans upgrade and ARKs buying have not resolved the debate.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention amid a steep selloff and negative political sentiment surrounding Trump, with traders pointing to his reported record-low approval and approaching midterms as potential headwinds. The discussion is overwhelmingly bearish, though a few traders describe the decline as a speculative buying opportunity.

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 upcoming Q3 report is the dominant focus, with traders watching for signs that subscriber growth and viewer engagement are holding up, alongside guidance on advertising and margins. The stocks weakness and analyst target cuts have fueled bearish calls for more downside, while some traders see subdued expectations as a setup for a rebound.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Ciphers steep selloff and fresh 52-week lows are driving discussion, with traders focused on dilution and financing concerns around its convertible-note offering, alongside broader scrutiny of AI data-center costs. Bearish reactions criticize management and the share overhang, while bulls point to long-term AI infrastructure demand and data-center contracts as reasons for optimism.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is drawing attention after a sharp, volatile memory-stock selloff tied to concerns about Chinese competition, the durability of AI-driven demand, and foreign outflows from South Korea; a rebound has renewed dip-buying. Traders disagree on whether the decline is an overreaction to near-term fears or a warning that the memory cycle is normalizing.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos steep selloff and an analysts sharp price-target cut are driving discussion, with traders debating whether the decline reflects stretched valuation and resetting growth expectations or broader weakness in defense and drone stocks. Some remain bullish on contract momentum and long-term demand for unmanned systems, while others are frustrated that positive business updates have not steadied the share price.

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.

Attention is centered on Vicors upcoming quarterly results, with traders pointing to two Q3 growth-guidance increases tied to higher royalties from its Vertical Power Delivery licenses. The community is split between bullish earnings expectations and dip-buying, and concerns about volatility and the stocks history of post-earnings pullbacks.

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 shares have fallen sharply to post-IPO lows, with traders pointing to lockup-related share supply, insider selling and a TD Cowen price-target cut as sources of pressure. The conversation is largely bearish over valuation, growth and customer concentration, though some investors see the selloff as an oversold buying opportunity and remain bullish on the companys AI-chip technology.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

CRDO is drawing attention for a sharp, volatile selloff alongside weakness across AI and semiconductor stocks; traders cite risk-off trading, margin pressure, valuation concerns, and insider selling, though no single cause is established. Bulls view the decline as a pullback in an AI-data-center connectivity business with long-term demand potential, while bears question its premium valuation and selling by executives.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Morgan Stanley named Amazon a top pick, citing stronger AWS growth prospects tied to AI demand and Nvidia GPU deployments, prompting a sharp share-price rally. Traders largely welcomed the upgrade, while others questioned whether the gains would hold and pointed to earnings and nearby resistance as tests.

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Will NVT's Blaine 2 Expansion Boost Its AI Data Center Growth?

nVent Electric is expanding liquid cooling capacity at its Blaine 2 facility, expected to open in 2027, to meet surging AI data center demand.

Forgent Stock Up 30% Since Strong Q4: Buy for More Upside?

FPS stock has surged nearly 30% since Q4 earnings. A record $3B backlog, booming AI demand and strong EPS guidance signal more upside ahead.

nVent Electric Stock Rises 61% YTD: Time to Hold or Book Profits?

NVT surges 60.9% YTD on strong AI data-center demand, but rising tariff costs, premium valuation and intensifying competition raise concerns.

Will 800V DC Data Centers Create Growth Opportunity for NVT?

nVent Electric's 800V DC data center opportunity could drive the demand for its cooling and power products as AI infrastructure expands.

Can AI Data Center Demand Drive nVent Electric's Growth in 2026?

NVT's surging data center demand, liquid cooling expansion and higher 2026 outlook reflect strong AI infrastructure momentum.

NVT vs. APH: Which Electrical Infrastructure Stock is a Better Buy?

Amphenol's AI-driven IT datacom growth, record orders and stronger earnings momentum give it an edge over nVent Electric.

Is it the Right Time to Buy TTMI Stock at a P/S Multiple of 2.59X?

TTM Technologies' 2.59X P/S, surging AI data-center demand and a $1.7B defense backlog support its growth case despite an 83.3% YTD gain.

nVent highlighted as Zacks Bull and DICK's Sporting Bear of the Day

Bull of the Day: nVent Electric (NVT)

A huge bullish driver for NVT is its momentum in data center solutions, prompting it to raise its full-year sales and EPS guidance in its latest release.

Can Power Utility Demand Boost nVent Electric's Long-Term Growth?

NVT's power utility growth is benefiting from rising electricity demand, AI data centers and grid modernization, adding another growth avenue.

nVent Electric Plc engages in the provision of electrical connection and protection solutions. It operates through the following segments: Systems Protection and Electrical Connections. The Systems Protection Business segment includes enclosures, power distribution units, cooling solutions, both liquid and air, and control buildings and provide customers with products and solutions that protect electronics, systems, and data. The Electrical Connections Business segment includes power connections, cable management and electrical solutions. The company was founded on May 30, 2017 and is headquartered in London, the United Kingdom.

nVent Electric plc

Why Is FLNC Stock Rising Today?

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>As part of the reference architecture, Fluence will provide battery energy storage systems designed to help AI factories operate reliably in power-constrained environments.</li><li>According to the companies, Fluence's Smartstack platform helps AI data centers scale more efficiently by providing grid support and power management capabilities.</li><li>Fluence Chief Growth Officer Jeff Monday said the technology is intended to help transform the electric grid into an accelerator for AI computing infrastructure.</li></ul>Shares of Fluence Energy Inc. (FLNC) soared nearly 40% in Monday morning’s trade after the company was named as a key partner in a new Nvidia Corp. (NVDA) Vera Rubin AI factory reference architecture developed alongside Siemens.The companies unveiled a Vera Rubin-aligned blueprint designed to help hyperscalers, colocation operators, and cloud providers deploy large-scale AI infrastructure more quickly and efficiently.<a href="https://stocktwits.com/symbol/FLNC">Fluence Energy shares</a> were up nearly 36% in Monday morning’s trade after paring some of the gains. FLNC was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">What Role Does FLNC Play?</h2>As part of the reference architecture, Fluence will provide battery energy storage systems designed to help AI factories operate reliably in power-constrained environments.The companies said Fluence's Smartstack platform provides grid support and power-management capabilities that help AI data centers scale more efficiently.Fluence Chief Growth Officer Jeff Monday said the technology is intended to help transform the electric grid into an accelerator for AI computing infrastructure.“By providing essential capabilities like voltage and frequency ride through, black start, grid demand response, and AI load smoothing, we are enabling our customers to build the AI factories of the future, faster and more reliably,” Monday said.<h2 class="st-heading-2">Why Does This Matter For FLNC?</h2>The partnership positions Fluence to benefit from growing demand for AI infrastructure as hyperscalers and cloud providers invest heavily in next-generation AI factories built around Nvidia's Vera Rubin platform.Nvidia also said Monday that Vera Rubin is entering full-scale production, with hundreds of partners scaling manufacturing across more than 350 factories in 30 countries.<h2 class="st-heading-2">How Did Retail Investors React To FLNC Stock?</h2>Retail sentiment on Stocktwits around Fluence Energy trended in the ‘bullish’ territory, with message volumes at ‘high’ levels at the time of writing.One user believes that Fluence Energy is the next Bloom Energy.<stembedurl>https://stocktwits.com/AllinGambler/message/654975084</stembedurl><a href="https://stocktwits.com/symbol/FLNC">FLNC stock</a> is up 26% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> is up 18%. nVent shares have gained 66% during this period.The iShares Russell 2000 ETF (IWM) is up 40% over the past 12 months, while the Grid Infrastructure Index Fund (GRID) is up 48%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-climbs-dell-first-nvidia-vera-rubin-server-delivery/cZ0gAYhReHk">Michael Dell Says 'We're Thrilled' – CRWV Stock Climbs After Dell Delivers World's First Nvidia Vera Rubin NVL72 Server Rack To CoreWeave</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Shares of Fluence Energy Inc. (FLNC) soared nearly 40% in Monday morning’s trade after the company was named as a key partner in a new Nvidia Corp. (NVDA) Vera Rubin AI factory reference architecture developed alongside Siemens.

Siemens, Nvidia, and Fluence unveiled a Vera Rubin-aligned blueprint designed to help hyperscalers, colocation operators, and cloud providers deploy large-scale AI infrastructure more quickly and efficiently.

Fluence Energy Inc - Ordinary Shares - Class A

First Trust Exchange-Traded Fund III - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

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Current Price	$141.57
Prev Close	$142.03
Open	$146.68
Dividend Yield	0.79%
50-Day Moving Average	$158.63
Beta	1.74
Avg. Volume	2.01M
PE Ratio	39.11

52-Week High	$184.64
52-Week Low	$93.22
Market Capitalization	$22.99B
EPS (Annual)	$2.60
Price to Book	5.75
Revenue Per Employee	$324,425.00

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