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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

Concerns over CoreWeaves debt-funded data-center expansion and access to financing dominate the discussion, amplified by HSBCs bearish assessment of debt costs and AI-demand risks. Bears warn of further downside and question insider selling, while bulls point to contracted demand, Goldmans more positive view and ARKs buying as reasons the selloff may be overdone.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude prices climb amid reported attacks on Middle East shipping and energy infrastructure, raising fears of supply disruptions around the Strait of Hormuz. Traders are split between betting that geopolitical risks will keep oil elevated and expecting prices to retreat if shipping conditions improve or diplomacy eases tensions.

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 slide to record lows, which traders associate with fading confidence in Trump ahead of the midterms and concerns about the companys limited operating business. The conversation is overwhelmingly bearish, though some traders point to a possible trading bounce or the pending TAE fusion deal as potential offsets.

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

Barclays downgrade to Underweight has intensified selling, with traders focused on commercial execution risk and the lack of a definitive TVAENTRA1 agreement for NuScales proposed deployment. Bears see delayed contracts as evidence the business case is faltering, while some bulls view the selloff as overdone and are waiting for concrete project progress.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforces agreement to acquire customer-engagement platform Braze is driving discussion, with the deal framed as an expansion of its AI-powered marketing capabilities. Traders are reacting to CRMs weakness and debating the acquisitions cost and strategic value, while watching technical support levels.

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 is falling despite a quarterly earnings beat and a new multiyear share-repurchase authorization, as traders focus on a full-year profit outlook whose midpoint was unchanged rather than raised. The community is split between buyers who see strong cash generation and the buyback as support, and skeptics who argue the outlook and sales pressures outweigh those positives.

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

CEO Angelos Stergious 15th-anniversary LinkedIn post about the companys next chapter with GPS and SLS009 has fueled speculation about a potential buyout and imminent clinical news, though neither was confirmed. Discussion also centers on the REGAL Phase 3 trials final analysis, triggered at 80 deaths versus 78 last disclosed: bulls view the extended wait as potentially encouraging, while skeptics say the blinded trials timing cannot establish efficacy and question managements communication.

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

USAR is drawing attention after a prolonged selloff toward 52-week lows, alongside weakness across rare-earth and critical-minerals stocks. Traders debate whether the decline reflects sector pressure and concerns about potential dilution, cash burn, and the time needed to reach production; some blame short sellers or management, while others view the shares as oversold and point to the companys strategic U.S. supply-chain role.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTXs quarterly results topped expectations and management raised its full-year outlook, with traders pointing to strong aerospace and defense demand and a record backlog. The upbeat results have drawn bullish reactions, though some traders are frustrated that the share price has not responded more strongly.

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 are under heavy selling pressure amid repeated lockup expirations and reported insider sales, with traders also citing a lower analyst price target and concerns about OpenAI customer concentration and competition. Bearish calls for further declines contrast with bulls arguing the selloff is overdone and the companys AI-chip technology has long-term potential.

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Citi’s Kaiser Says Power Generation Is AI’s ‘Hardest Bottleneck To Fix’

Equity

Citi’s Stuart Kaiser told Bloomberg that rising yields and election-related affordability headlines are pressuring utilities, a backdrop he argues keeps AI’s power bottleneck tight.

Is iShares U.S. Power Infrastructure ETF (POWR) a Strong ETF Right Now?

Should You Invest in the iShares U.S. Power Infrastructure ETF (POWR)?

Oklo Posts Its First Quarterly Revenue A Day After Texas Reactor Milestone

Oklo posted revenue of $1.2 million in the second quarter, exceeding Street estimates of around $70,000, according to Fiscal.ai data

FLNC, CSIQ, NRGV Stocks Get Citi’s Attention Ahead Of Quarterly Earnings – Firm Says Energy Storage Demand To Drive Upside

Citi said the three companies are well-positioned to benefit from accelerating demand for energy storage, utility-scale solar projects, and the rapid expansion of AI-powered data center infrastructure.


CECO Stock Slid 20% From Last Month’s Record High – Analyst Highlights A ‘Transformative’ Catalyst Which Could Spark A 58% Rally

JPMorgan initiated coverage of the stock with a ‘Buy’ rating, adding that Ceco’s acquisition of Thermon could nearly double its adjusted earnings before interest, tax, depreciation and amortization.

The One Thing Bloom Energy Has That Rivals Can’t Easily Match, According To Wall Street Analysts

Wall Street firms raised their price targets on Bloom Energy after the company expanded its financing partnership with Brookfield from $5 billion to $25 billion.

iShares Inc. - iShares U.S. Power Infrastructure ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Citi’s AI research team estimates about $1 trillion of AI-related capital spending next year and nearly $4 trillion by 2030.</li><li>Kaiser said AI-related capital spending is committed for the next 12 to 24 months unless something significant changes.</li><li>There is a lot of bullishness around healthcare, particularly around how AI can help with drug development, Kaiser said.</li></ul>Stuart Kaiser, head of U.S. equity trading strategy at Citi, said power generation remains an attractive medium-term artificial intelligence (AI) theme, though the firm in September urged caution ahead of the elections over affordability and power-cost headlines.In an interview with Bloomberg, Kaiser said, “We’ve been very, very bullish on the AI power generation theme”. Kaiser’s comments come as Citi shifted back toward a more positive view on equities ahead of third-quarter earnings.&nbsp;He noted that many institutional investors had de-risked over the summer and then largely stayed cautious ahead of September’s heavy event risk.&nbsp;<h2 class="st-heading-2">Power Remains A Key AI Constraint</h2>Kaiser said utilities faced two issues, rising yields and the election, and that neither is going away in the near term. Political and affordability pressures are "bad for the AI trade in the sense that you're not going to be able to construct the megawatts of power" required, he said.For the power-generation trade itself, however, he called the constraint the "hardest bottleneck to fix." "It actually keeps that bottleneck tighter for longer," he said, which makes the trade "even more attractive over the medium term."Citi's AI research team estimates about $1 trillion of AI-related capital spending next year and nearly $4 trillion by 2030, Kaiser told Bloomberg.&nbsp;Unless something significant changes, that spending is committed for the next 12 to 24 months and will "trickle down into earnings growth for the entire market," he said.<h2 class="st-heading-2">Healthcare Joins The AI Growth Trade</h2>According to the Citi strategist, there is a lot of bullishness around healthcare, particularly around how AI can help with drug development. Aside from technology, large-cap healthcare “has become the AI growth trade” operating alongside it, Kaiser said.So far this year, the State Street Health Care Select Sector SPDR ETF (<a href="https://stocktwits.com/symbol/XLV">XLV</a>) has risen 7.07%, while the State Street Utilities Select Sector SPDR ETF (<a href="https://stocktwits.com/symbol/XLU">XLU</a>) has fallen over 7%. Over the same period, the iShares US Power Infrastructure ETF (<a href="https://stocktwits.com/symbol/POWR">POWR</a>) has risen around 4%.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/umc-stock-slides-after-1-8-b-convertible-bond-pricing-proceeds-to-fund-equipment-plant-expansion/cZDqbJIRBj9">UMC Stock Slides After $1.8B Convertible Bond Pricing — Proceeds To Fund Equipment, Plant Expansion</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Digitally generated 3D render of an artificial intelligence processor chip labeled AI positioned on a futuristic circuit board with illuminated data pathways. (Photo credit: Getty Images)

Stuart Kaiser, head of U.S. equity trading strategy at Citi, said power generation remains an attractive medium-term artificial intelligence (AI) theme, though the firm in September urged caution ahead of the elections over affordability and power-cost he

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Current Price	$24.64
Prev Close	$24.97
Open	$25.13
Dividend Yield	N/A
50-Day Moving Average	$25.43
Beta	N/A
Avg. Volume	217,764.81
PE Ratio	N/A

52-Week High	$28.44
52-Week Low	$23.18
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
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