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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.

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.

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.

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.

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.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBios expanded FDA approval of ANKTIVA for papillary-only bladder cancer, alongside favorable long-term bladder data, is the main focus, but shares have sold off despite the positive developments. Traders disagree over whether the decline reflects a sell-the-news move and broader biotech weakness or concerns about valuation, revenue execution, and competition; bullish claims of coordinated short pressure remain speculation.

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.

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 rebounding after a steep selloff in Korean and memory stocks, amid KOSPI volatility, foreign-investor selling and concerns about Chinese memory competition and the durability of AI spending. Bulls call the decline an overreaction given strong HBM demand and low valuations, while bears see risks from a normalizing memory cycle and continued sector pressure.

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 and raised its AWS growth outlook, citing expected GPU deployments and expanding cloud demand, fueling the stocks sharp rally. Traders largely welcomed the upgrade but debated whether the move can hold, with some watching resistance and the upcoming earnings report for confirmation.

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Can Quanta Overcome Macro Headwinds With Record Project Demand?

PWR's rising power and data center demand fuel growth prospects, but inflation, supply-chain constraints and project execution risks pose challenges.

Comfort Systems Stock Before Q3 Earnings: Here's What to Expect

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PHM's Q3 earnings are likely to face pressure from affordability challenges, softer home closings and shrinking margins, even as orders and backlogs are set to rise.

Why Quanta Services (PWR) Dipped More Than Broader Market Today

Quanta Services (PWR) reached $632.4 at the closing of the latest trading day, reflecting a -1.53% change compared to its last close.

Why Quanta Services (PWR) is a Top Stock for the Long-Term

Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.

Can EMCOR's Turnaround and Petrochemical Work Lift Industrial Growth?

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Quanta's 65% YTD Surge: Can Infrastructure Demand Fuel More Gains?

Can PWR's record $53.4B backlog, strong infrastructure demand and rising earnings fuel further gains after its 64.6% YTD rally despite a premium valuation?

Will Utility Spending Support Revenue Growth in Everus' T&D Business?

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Dycom Trades at a Discount: Should Investors Buy the Stock or Wait?

DY's record backlog, AI-driven fiber demand and raised fiscal 2027 outlook support growth, but customer concentration, tariff risks and margin pressure challenge its prospects.

Quanta Services Announces Third Quarter 2026 Earnings Release & Webcast Schedule

Quanta Services Announces Third Quarter 2026 Earnings Release & Webcast Schedule Quanta Services Announces Third Quarter 2026 Earnings Release & Webcast SchedulePR NewswireHOUSTON, Oct. 13, 2026HOUSTON , Oct. 13, 2026 /PRNewswire/ -- Quanta Services, Inc. (NYSE: PWR) announced today that it will...

Quanta Services, Inc. engages in the provision of comprehensive infrastructure solutions to the electric power, oil and gas, communication, pipeline, and energy industries. It operates through the following segments: Electric Power, Renewable Energy, and Underground and Infrastructure. The Electric Power segment provides services for the electric power and communications markets. The Renewable Energy segment is involved in providing infrastructure solutions to customers involved in the renewable energy industry. The Underground and Infrastructure segment offers infrastructure solutions to customers involved in the transportation, distribution, storage, development, and processing of natural gas, oil, and other products. The company was founded by Kevin D. Miller, Steven P. Colmar, William G. Parkhouse, and John R. Colson on August 19, 1997 and is headquartered in Houston, TX.

Quanta Services, Inc.

ETN, GEV, NEE, PWR, VRT Stocks Stand To Gain After US Flags Power Grid As Defense Priority 

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Bearish Sentiment

<ul class="summary-bullets"><li>Grid manufacturers, including Eaton and Hubbell, may benefit, while Quanta Services could gain from transmission expansion projects.&nbsp;</li><li>US admisnitartion has said renewables alone are insufficient, boosting demand for conventional power companies, including Constellation Energy and Vistra.&nbsp;</li><li>The policy allows the Energy Department to speed up procurement, including direct purchases, guarantees, and approvals.</li></ul>Industrial and utilities stocks are poised for a boost after the U.S. government elevated the importance of its energy systems, formally placing electric grid infrastructure and power generation at the center of national defense strategy.On April 20,&nbsp;President Donald Trump’s White House issued an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.whitehouse.gov/presidential-actions/2026/04/presidential-determination-pursuant-to-section-303-of-the-defense-production-act-of-1950-as-amended-on-grid-infrastructure-equipment-and-supply-chain-capacity/">order</a> under the Defense Production Act, identifying grid networks, baseload energy, and large-scale power systems as critical security assets, facilitating federal intervention to boost development and ease regulatory hurdles.<h2 class="st-heading-2">Industrial And Utility Winners</h2>Companies tied to grid manufacturing and construction are positioned to benefit from the policy shift. Eaton (ETN) and Hubbell (HUBB) could see increased demand for transformers and electrical components, while Quanta Services (PWR) may gain from large-scale transmission buildouts.&nbsp;Meanwhile, GE Vernova (GEV) stands to benefit from ramped-up sourcing of grid equipment. The administration emphasized that renewable energy alone cannot meet defense and industrial requirements. As a result, firms such as Constellation Energy (CEG) and Vistra (VST), which operate nuclear and conventional power assets, could experience heightened demand for continuous energy supply.&nbsp;NextEra Energy (NEE) also remains positioned to expand large-scale power generation projects supported by federal backing.The administration framed outdated grid systems, transformer shortages, and insufficient electricity supply as strategic vulnerabilities and warned that delays in expanding infrastructure could undermine both economic resilience and military preparedness, particularly as energy demand rises from industrial growth and advanced computing.The policy authorizes the Department of Energy to adopt procurement tools typically reserved for defense operations. This includes direct purchasing, financial guarantees and expedited project approvals. Authorities can also act as a fallback buyer for major energy developments, ensuring projects move forward despite market uncertainties.<h2 class="st-heading-2">AI And Data Center Demand</h2>Rapid growth in artificial intelligence infrastructure has added pressure on electricity networks. Vertiv Holdings (VRT), which provides cooling and power solutions for data centers, may gain as efficiency and reliability become priorities tied to national security.Public concern intensified after electricity prices surged roughly 20% in parts of the Northeast in mid-2025. Critics quickly linked the jump to the expansion of AI infrastructure, including large-scale facilities that support cloud computing and machine learning.&nbsp;However, analysts say that such claims overlook key facts, noting that some data centers generate most of their own power and place limited strain on public grids. In a March note, SemiAnalysis&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://newsletter.semianalysis.com/p/are-ai-datacenters-increasing-electric">compared</a> the PJM Interconnection region, which serves 13 Eastern states, with Texas’s ERCOT grid.&nbsp;While both regions are experiencing rapid growth in AI-related infrastructure, their pricing trajectories diverge sharply. PJM customers are expected to face average bill increases of about 15% in 2026 compared to earlier years, whereas electricity prices in Texas have remained relatively steady.Analysts identified PJM’s capacity auction system as a key driver of rising costs. Despite pricing concerns, AI infrastructure continues to scale rapidly. Companies such as Amazon.com (AMZN) and Alphabet (GOOGL) are investing heavily in data centers across both regions.So far this year, ETN, GEV, PWR, HUBB, VST, and NEE stocks have gained between 2% and 251%, while CEG stock has declined by over 11%.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-midcap-sphr-stock-is-outperforming-nflx-wbd-dis-in-2026/cZBNhUBRe2S">This Midcap Entertainment Stock Is Leaving Netflix, Warner Bros And Disney In The Dust — Is Retail Keyed In?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

High voltage towers at sunset background.

On April 20, the White House invoked the Defense Production Act to classify the power grid and energy systems as vital to national security. 

Constellation Energy Corporation

Eaton Corporation plc

GE Vernova Inc.

NextEra Energy Inc

Vertiv Holdings Co

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Current Price	$618.41
Prev Close	$631.86
Open	$643.70
Dividend Yield	0.10%
50-Day Moving Average	$649.34
Beta	1.43
Avg. Volume	828,546.05
PE Ratio	70.83

52-Week High	$788.75
52-Week Low	$404.51
Market Capitalization	$95B
EPS (Annual)	$6.80
Price to Book	9.64
Revenue Per Employee	$409,779.81

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