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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

SpaceXs stronger-than-expected quarterly results and rapid growth in its AI compute business have driven attention, alongside Musks ambitious expansion outlook and talk of a possible Tesla merger. Many traders welcomed the results and rallied around the growth story, while others questioned the forecasts, valuation and heavy capital spending.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros preliminary quarterly sales and gross-margin outlook came in well above its prior guidance, with the company citing stronger demand for AI platforms. Traders largely welcomed the update as evidence of accelerating AI-server demand and speculated about a short squeeze, while others questioned cash flow, execution and whether the improved margins can hold.

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 quarterly profit beat was overshadowed by a softer fourth-quarter outlook, slowing revenue growth and a reduced advertising-revenue forecast. Traders focused on growth and ad-business execution amid streaming competition, while some argued the selloff was excessive given the solid quarter and continued profitability.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

LUNR is drawing attention amid a steep selloff across space stocks, with traders debating whether sector pressure and competition for investor interest from SpaceX are driving the decline or whether company-specific concerns including a recent earnings miss, cash burn and dilutionare weighing more heavily. Some investors are watching for upcoming NASA CLPS milestones and mission updates as potential catalysts, while others remain bearish on the stocks outlook.

TRUMP is a politics-themed digital coin built on the Solana blockchain that uses the brand of Donald Trump to foster a community-driven ecosystem. As a community-focused asset, it is designed to bridge political support with web ownership, operating within the PolitiFi sector to blend political movements with decentralized finance tools. The project's main value proposition lies in its official ties to Donald Trump’s media and business brands, which allows it to provide unique physical utility such as invitations to gala dinners and meetings at Mar-a-Lago.  The token serves as the primary currency for the officially licensed Trump Billionaires Club mobile and web game, where it is used for in-game purchases and unlocking features. By leveraging the Solana blockchain, the project ensures that these in-game actions and token transfers remain fast and cost-effective. The ecosystem remains stable through a programmatic release schedule that introduces new tokens slowly to prevent supply shocks, alongside the use of specialized market makers to maintain consistent liquidity for traders.  Holders can also participate in liquidity sharing by providing their tokens to automated systems to facilitate trading for others, often earning rewards or prizes in return. Beyond digital utility, holding a specific amount of the token is a requirement for attending exclusive real-world events, including VIP parties at Mar-a-Lago. The project is managed by the Trump Meme Team and is linked with Trump Media, with an investor base that includes a wide range of retail buyers and large holders who utilize secure custody services for their assets.

Trump For President

The Official Trump meme coin is drawing attention amid its steep decline from launch highs, with many traders alleging a rug pull and pointing to retail losses; bullish voices counter that it could rebound, while some cite a token unlock as a potential volatility catalyst.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Attention centers on the QualcommArm contract dispute and Judge Noreikas decision on Qualcomms request for a five-year royalty pause; traders note that the jury awarded only nominal damages, but the potential royalty impact remains unresolved. The discussion is split between concern about that legal overhang and hopes for a rebound after a sharp selloff, alongside criticism of Arms valuation.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

The FAAs certification of Boeings 737 MAX 10 is the dominant topic, with bullish traders viewing it as a long-delayed milestone that could unlock deliveries, while skeptics say approval alone wont fix production bottlenecks or improve cash flow. The muted stock reaction has fueled sell the news frustration and sharpened the debate over whether Boeing can turn certification into higher deliveries.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklos steep selloff and repeated lows dominate discussion, with traders pointing to share dilution and founder selling alongside the risks of a pre-revenue reactor developer whose commercialization is still years away. Some see an oversold buying opportunity tied to long-term AI power demand and nuclear-sector potential, but bearish frustration and uncertainty about whether the decline has bottomed are more prominent.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf CEO Paul Pragers public comments on strong long-term power demand, project execution and the companys powered-shell modelproviding data-center space and power without owning depreciating GPUshave fueled renewed interest and a sharp rebound after a steep selloff. Bulls see the comments as a case for separating WULF from debt-heavy neocloud peers, while skeptics view the move as a relief bounce and remain concerned about financing, execution and broader AI-infrastructure weakness.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuits outlook below expectations despite a quarterly earnings beat, alongside slower customer growth and concerns about AI competition and TurboTax pricing, has driven the discussion. Traders are split between buying the selloff as an overreaction and expecting further weakness as the company works to prove its growth strategy.

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SMR Stock Sinks Premarket As Barclays Cuts Rating, Warns Of Commercial Execution Risks

Barclays downgrade to Underweight, citing commercial execution risks and uncertainty around a definitive TVAENTRA1 agreement, is driving attention as NuScale shares hit lows. Traders are split between viewing the selloff as an overreaction and doubting the company can turn its nuclear-power opportunity into firm contracts on schedule.

The decline appears tied to traders focusing on a reported Barclays downgrade to Underweight with a $5 target, citing delays in the proposed six-gigawatt TVA deployment. Community discussion also points to weakness across nuclear stocks, though no article independently verifies either explanation.

Why Did CRWV, SMR, FRMI Stocks Plunge To 52-Week Lows Today?

Equity

While some marquee AI names recovered this week after last week’s AI selloff, CoreWeave, Nuscale Power and Fermi declined amid ongoing sector tailwinds and company-specific concerns.

BE Stock Leads Energy Rally After SpaceX CEO Elon Musk Says AI’s Real Constraint Is Power And Cooling, Not Chips

Musk said power, cooling, and electrical equipment infrastructure are “somewhat of a limiting factor” for the AI buildout. 

OKLO Advances Regulatory Milestones to Support Nuclear Growth

OKLO advances key DOE regulatory milestones for its Aurora-INL and Groves projects while pursuing NRC licensing pathways to support future nuclear expansion.

Futures Slip As Korean Data Center IPO Faceplant Revives Tech Rout, French Spread Blows Out

Futures Slip As Korean Data Center IPO Faceplant Revives Tech Rout, French Spread Blows Out

 US futures are lower, led by the Nasdaq, as Monday's AI relief bounce fizzled overnight after South Korean data-center firm Elice cratered more than 30% in its trading debut, reviving doubts...

According to The Fly, Barclays cited delays in commercial milestones and uncertainty surrounding the proposed TVA deployment as factors increasing NuScale's execution risk.



INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of NuScale Power Corporation - SMR

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of NuScale Power Corporation - SMR INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of NuScale Power Corporation - SMRPR NewswireNEW YORK, Oct. 15, 2026NEW YORK, Oct. 15, 2026 /PRNewswire...

Micron Technology and Krispy Kreme have been highlighted as Zacks Bull and Bear of the Day

Micron Technology benefits from surging AI-driven memory demand, tight DRAM supply and soaring margins, while Krispy Kreme faces mounting pressure from GLP-1 adoption and rising debt.

OKLO Builds on Groves Progress to Expand Isotope Business

OKLO's push into medical isotopes gains momentum as reactor milestones, critical material procurement and laboratory capabilities open new avenues for growth.

Why Did RKT, OPEN, SMR Stocks Plunge To 52-Week Lows Today? 

Weak home sales, elevated borrowing costs, and cash-burn concerns added pressure.


OKLO Hits a 52-Week Low: Is Investor Patience Wearing Thin?

OKLO's $3 billion cash cushion offers breathing room, but soaring development costs and a long road to commercial power generation leave investors facing tough choices.

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

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>CRWV stock fell to a 52-week low of $57.23 during regular trading hours on Tuesday amid mounting concerns over its ballooning debt.&nbsp;</li><li>SMR stock slipped to a 52-week low of $5.33 on Tuesday, extending to three consecutive days of declines due to concerns over commercial timeline delays.&nbsp;</li><li>FRMI stock fell to an annual low of $2.87 on Tuesday, putting it on track for a sixth consecutive week of declines amid broader sectoral pressures.&nbsp;</li></ul>Shares of CoreWeave Inc. (CRWV), Nuscale Power Corp. (SMR) and Fermi Inc. (FRMI) plunged to annual lows on Tuesday amid sustained weakness in certain AI-related names following last week’s selloff.&nbsp;While some marquee AI names recovered this week, CRWV, SMR and FRMI stocks declined during regular trading sessions as Wall Street worries over AI debt pressures and company-related uncertainties weighed on the companies.&nbsp;However,&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> recovered to close up more than 1.6%. Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/SMR">SMR stock</a> fell nearly 2% and&nbsp;<a href="https://stocktwits.com/symbol/FRMI">FRMI stock</a> lost 2.65% at close.&nbsp;<h2 class="st-heading-2">CoreWeave Weighed Down By Debt Woes</h2>CRWV stock fell to a 52-week low of $57.23 during regular trading hours on Tuesday amid mounting concerns over its ballooning debt.&nbsp;HSBC on Tuesday&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-tumbles-premarket-hsbc-sees-36-downside-for-core-weave-as-ai-boom-faces-debt-test/cZxqARNRBuk">flagged</a> rising debt costs and slowing AI demand, noting that they could weigh on the company’s growth.&nbsp;&nbsp;The firm reiterated its ‘Reduce’ rating and $39 price target on CRWV shares, implying a downside of more than 37% from the stock’s close on Tuesday.&nbsp;HSBC said rising yields and debt market concerns could stop neoclouds from building speculative capacity, which could have been offered under lucrative short-term contracts. The firm’s 2028-2030 non-GAAP earnings per share estimates for CoreWeave are 50%-70% below consensus, and it expects the company to earn a long-term non-GAAP operating margin of 15%-16%, compared to management guidance of about 25%.&nbsp;Despite the decline, retail sentiment on CRWV stock was ‘extremely bullish’ at the time of writing. Shares of the company are down more than 13% year-to-date.&nbsp;<h2 class="st-heading-2">NuScale Power Falls On Commercial Timeline Delays&nbsp;</h2>SMR stock slipped to a 52-week low of $5.33 on Tuesday, extending to three consecutive days of declines.&nbsp;Barclays downgraded NuScale Power to ‘Underweight’ from ‘Equal Weight’ with a price target of $5, down from $11. The revised target implies a downside potential of more than 10% from its last close.&nbsp;The analyst cited commercial delays and contract uncertainty as increasing NuScale’s execution risk, adding that the company’s investment case depends on its commercial milestones that have been slower to materialize than expected.&nbsp;Barclays also highlighted that an agreement between the Tennessee Valley Authority and ENTRA1 Energy supporting the proposed 6 gigawatt deployment has yet to be announced, adding that the risk of negotiations extends into 2027.However, the stock climbed higher in the overnight session on Tuesday after SpaceX’s Elon Musk&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/be-stock-leads-energy-rally-after-space-x-ceo-elon-musk-says-ai-s-real-constraint-is-power-and-cooling-not-chips/cZxtm3rRBHh">highlighted</a> the importance of power to scale AI buildouts.&nbsp;Retail sentiment around SMR stock improved from ‘bullish’ to ‘extremely bullish’ over 24 hours. Shares of the company have plunged more than 60% year-to-date.&nbsp;<h2 class="st-heading-2">Fermi Falters On Broader AI Risks</h2>FRMI stock fell to an annual low of $2.87 on Tuesday, putting it on track for a sixth consecutive week of declines.&nbsp;The energy infrastructure company has been weighed down by broader pressures in the AI sector as worries about debt burden grow.&nbsp;Meanwhile, Cantor Fitzgerald analyst Brett Knoblauch lowered the price target on Fermi to $8 from $12 and maintained an ‘Overweight’ rating on the shares. Despite slashing the target by 33.33%, the revised target still implies an upside of more than 172% from FRMI’s last close.&nbsp;The analyst said that AI data center stocks have sold off broadly from June highs despite differences in management, contract quality, and project execution. Knoblauch noted that rising rates and cap-rate pressures, capex overruns, execution risk, political uncertainty, growing opposition to data centers, and concerns over AI's capital intensity and catalyst visibility weigh on sector sentiment.&nbsp;Retail sentiment around FRMI stock slipped from ‘bullish’ to ‘neutral’ territory over 24 hours. Shares of the company have plummeted more than 63% in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

The CoreWeave logo is displayed on a mobile phone, with the company's branding visible in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

CoreWeave Inc

Fermi LLC

NuScale Power Corp

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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