SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Strong quarterly results and ambitious AI-compute expansion plans are driving bullish attention, reinforced by analyst upgrades and speculation about a potential Tesla merger. Traders are split between the growth story and concerns about heavy spending, valuation, and a large share unlock that could add selling pressure.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

ASSTs sharp advance is drawing attention as traders frame it as a leveraged Bitcoin-treasury play, citing recent Bitcoin accumulation and the SATS preferred offering as funding for further purchases. Bulls see momentum and growing Bitcoin holdings as supportive, while skeptics warn that preferred dividends and continued share issuance could weigh on common shareholders.

Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

Skydances distribution of separately traded warrants has dominated discussion, as the shares fell sharply on the ex-warrant date and many traders debated how much of the move reflected the mechanical separation versus additional selling and confusion over broker handling. Reactions are split between holders who view the combined shares-and-warrants value as largely intact and skeptics focused on the companys heavy debt and dilution risk.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas quarterly earnings are the main focus, especially whether AI spending will keep rising and whether Muse and AI investments can support growth. Bullish traders expect strong AI and advertising momentum, while skeptics worry about heavy capital spending, pressure on cash flow, and a negative reaction even if results are solid.

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 earnings beat was overshadowed by weaker-than-expected guidance and a lower advertising outlook, reinforcing concerns about slowing growth and prompting analyst target cuts. Traders are split between those worried about content and competition, including YouTube, and dip buyers who view the selloff as an overreaction.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

IEPs steep decline and new lows are driving discussion, with investors questioning the sustainability of its distribution amid losses, dilution and concerns about Icahn Enterprises performance. Bulls point to the value of its CVR Energy stake and high short interest as potential supports, while skeptics argue those factors have yet to offset the partnerships broader weakness.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JDs quarterly results and the sharp selloff that followed dominate discussion, despite some traders viewing profitability and cash-flow trends as encouraging. The debate centers on whether weaker revenue reflects soft Chinese consumer demand and justifies the decline, or whether the market is overlooking improving margins and shareholder returns.

Six Flags Entertainment Corp. engages in operating amusement parks in North America. It operates amusement parks, water parks, and resorts. The company is headquartered in Charlotte, NC.

Six Flags Entertainment Corp.

Six Flags Entertainment Corp

A fatal rider accident at Six Flags Over Georgia, followed by precautionary coaster closures as the investigation continues, is driving concern about safety, attendance and potential legal exposure. Traders are also weighing analyst target cuts and the companys heavy debt against hopes the incidents impact will fade and the business can recover.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Researchs upcoming earnings report is the main focus, with traders watching guidance and semiconductor-equipment demand tied to AI and memory spending. Some see the recent selloff as an oversold buying opportunity, while others warn that high expectations and broader semiconductor weakness could weigh on the reaction.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

Uniteds third-quarter results included a slight earnings miss and a much weaker fourth-quarter profit outlook, with elevated jet-fuel costs pressuring margins. Shares rebounded as traders focused on record revenue and resilient travel demand, though the community remains divided over whether higher fares can offset fuel costs.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Should You Buy Solaris Energy Infrastructure, Inc. (SEI) After Golden Cross?

When a stock experiences a golden cross technical event, good things could be on the horizon. How should investors react?

Solaris Energy Infrastructure Schedules Third Quarter 2026 Results Conference Call

Solaris Energy Infrastructure, Inc. (NYSE:SEI) (Solaris or the Company) announced today that it will host a conference call to discuss its third quarter 2026 results on Thursday, November 5, 2026 at 8:00 a.m. Central Time (9:00 a.m. Eastern Time). Solaris will issue its third quarter earnings...

Higher Interest Rates Aren’t Slowing AI Data Center Customers: Solaris Energy CEO 

Equity

In an interview with CNBC, Solaris Energy Infrastructure’s CEO Bill Zartler said that higher interest rates do not seem to be impacting any of its AI customers. 

Solaris Energy Infrastructure's Zartler on building power capacity

Solaris Energy Infrastructure's Zartler on building power capacity...

Wall Street Analysts See a 26.29% Upside in Solaris Energy Infrastructure, Inc. (SEI): Can the Stock Really Move This High?

The consensus price target hints at a 26.3% upside potential for Solaris Energy Infrastructure, Inc. (SEI). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Buy These 3 Momentum Stocks to Profit From the Oil Surge

BKR, MPC and SEI offer different ways to tap tight oil markets, from energy technology and refining to logistics and power infrastructure.

Solaris Energy Infrastructure Announces Pricing of Upsized Offering of $1.25 Billion of 7.000% Senior Notes due 2032

Solaris Energy Infrastructure, Inc. (NYSE: SEI) (Solaris) today announced that Solaris Energy Infrastructure, LLC (the Issuer), a subsidiary of Solaris, has priced its offering (the Offering) of $1.25 billion aggregate principal amount of 7.000% Senior Notes due 2032 (the Notes). The Notes will...

Solaris Energy Infrastructure Announces Offering of $1.0 Billion of Senior Notes due 2032

Solaris Energy Infrastructure, Inc. (NYSE: SEI) (Solaris) today announced that Solaris Energy Infrastructure, LLC (the Issuer), a subsidiary of Solaris, intends, subject to market and other conditions, to offer (the Offering) for sale $1.0 billion aggregate principal amount of Senior Notes due 2032...

Surging Earnings Estimates Signal Upside for Solaris Energy Infrastructure, Inc. (SEI) Stock

Solaris Energy Infrastructure, Inc. (SEI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Natural Gas ETFs in Focus as El Nino Gets Upgraded to "Super" Status 

Natural gas ETFs face shifting winter demand as a Super El Nino could suppress heating needs and weigh on gas prices.

Solaris Energy Infrastructure, Inc. is a holding company, which engages in the manufacture of patented mobile proppant management systems that unload, store, and deliver proppant to oil and natural gas well sites. The firm's products include Mobile Proppant and Mobile Chemical Management Systems, and Inventory Management Software. It operates through the following segments: Solaris Power Solutions and Solaris Logistics Solutions. The Solaris Power Solutions segment includes delivery of power generation, control, and distribution solutions. The Solaris Logistics Solutions segment designs and manufactures specialized equipment that enables the efficient management of raw materials used in the completion of oil and natural gas wells. The company was founded by William A. Zartler in 2014 and is headquartered in Houston, TX.

Solaris Energy Infrastructure Inc. - Ordinary Shares - Class A

Bearish Sentiment

<ul class="summary-bullets"><li>Zartler said margins and fundamentals from its own business and other power generators suggest the AI buildout isn't slowing despite higher interest rates.&nbsp;</li><li>He added that what's happening in the industry also indicates that “it's very, very early in terms of the adoption” of the technology.&nbsp;</li><li>U.S. companies have issued nearly $500 billion in new debt in 2026 to finance AI infrastructure, according to Bloomberg data.</li></ul>Solaris Energy Infrastructure Inc.’s (SEI) co-CEO Bill Zartler said on Thursday that higher interest rates are not impeding artificial intelligence buildouts.&nbsp;In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=d0iG59wPJb0">interview</a> with CNBC, he said, “At this point, the rates don't seem to be impacting any of our customers. The customers are out raising money today, and they're evaluating this.”Solaris Energy Infrastructure, which traditionally supplied power to oil and gas operations, began pivoting from its traditional oilfield services business toward providing distributed power solutions for AI data centers in the years leading up to the COVID-19 pandemic.&nbsp;<h2 class="st-heading-2">AI Data Center Debt Is Rising Despite Higher Interest Rates</h2>Zartler said margins and fundamentals from its own business and other power generators point to the fact that the AI buildout is not slowing despite higher interest rates.&nbsp;He added that what's happening in the industry also indicates that “it's very, very early in terms of the adoption” of the technology.&nbsp;The Federal Reserve hiked benchmark interest rates to 3.75% to 4% at its latest September meeting, with forecasts suggesting more hikes are on the cards.&nbsp;U.S. companies have issued nearly $500 billion in new debt in 2026 to finance AI infrastructure. Analysts at Goldman Sachs and JPMorgan expect AI-related borrowing to climb further, with projections reaching up to $1.2 trillion in coming cycles and cumulative borrowing potentially reaching multiple trillions of dollars by 2030.&nbsp;Broadcom Inc. (AVGO) alone could&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-10-08/ai-debt-spree-hammers-tech-debt-as-traders-rush-to-reprice-risk">raise</a> about $600 billion to finance computing capacity in the coming years.&nbsp;“I can see it in our business. I can see the use of AI and the use of the computer tools, both growing in our operations from a mechanics and maintenance perspective, info perspective, in our HR systems. I think we're still nascent in the adoption of this tool, and it's really just an evolving tool for the industry,” Zartler said.&nbsp;<h2 class="st-heading-2">Solaris Highlights Long-Term AI Power Contracts</h2>Zartler also said that natural gas availability is not the primary constraint on powering AI data centers, with pipeline development dependent on securing rights-of-way.&nbsp;As data centers move to non-municipal areas where land access is easier, pipeline bottlenecks can take “months,” not longer, he said.&nbsp;Currently, Solaris signs power supply contracts lasting 10 to 15 years, though its portfolio includes agreements ranging from four to 15 years. Zartler described the business as “high capital intensity upfront” with “a long-term tail of earnings,” adding that the company weighs contract pricing against duration and deployment timing.The company has expanded several AI and power infrastructure contracts in 2026, including a turnkey power plant agreement with Hatchbo of 660 MW with a potential 18-year term. The company also increased a customer’s microgrid capacity from 60 MW to approximately 80 MW and extended the contract from four to six years.&nbsp;Separately, it upsized a previously announced contract by 130 MW and signed a 10-year agreement to provide more than 600 MW to a global technology company.&nbsp;<h2 class="st-heading-2">SEI Stock: Retail Stance</h2>On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/SEI">SEI stock</a> was ‘neutral’ at the time of writing amid ‘low’ message volumes.&nbsp;SEI stock is up more than 45% in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Higher Interest Rates Aren’t Slowing AI Data Center Customers: Solaris Energy CEO

Double beat (rev + EPS)

Revenue beat, EPS miss

EPS beat, revenue miss

Double miss

Meta ($META) reports earnings after the close today. What do you expect?

Stocktwits

) reports earnings after the close today. What do you expect?

Stocktwits Polls

$SEI really bullish on this pullback here guys . Just recently formed a golden cross as well . This can go crazy long term .

$SEI Has targeted approximately 3.1 GW of generation capacity supporting its growth ambition€.

Kenneth Brown

🔴 $SEI 62.5P Nov 20 
 
💰 $171,700 premium 
💵 $0/contract 
📊 2.3x Vol/OI 
📍 Spot $64.33 
 
💰 Large premium 
 
🌊 Dark Flow | Options Flow

dustlesspuma

Higher Interest Rates Aren’t Slowing AI Data Center Customers: Solaris Energy CEO 

$SEI

https://stocktwits.com/news/equity/markets/higher-interest-rates-aren-t-slowing-ai-data-center-customers-solaris-energy-ceo/cZD6JzkRBVB

Stocktwits News

$SEI OptionsFLO flow and daily chart read. The alert snapshot shows $102K in the May 21 $75 calls. Volume was 56.0x standing open interest at capture. Daily chart through Oct 2: last close $74.93, above its 20 and 50 day averages, with RSI at 66. The 3 month range is $42.67 to $75.46. Intraday volume does not establish whether a position was opened or held; the next settled open interest is the check.

Feed

News

Sentiment

Earnings

Fundamentals

Info

SEI Solaris Energy Infrastructure Inc. - Ordinary Shares - Class A

Fundamentals

Latest SEI News