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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA ($NVDA) is trending due to multiple partnerships and product announcements driving optimism around its role in AI, autonomous vehicles, and 6G. Community discussions highlight the company's potential for continued revenue growth and market dominance. Recent news includes collaborations with Palantir, Uber, and Nokia, as well as updates on Blackwell GPU production and supercomputer projects.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is trending due to a newly announced $5 billion partnership with Brookfield Asset Management to power AI data centers, sending the stock to new highs. The community is buzzing about the significance of this deal, viewing it as validation of Bloom's technology and a sign of continued growth in the AI sector. Some investors are wary of the company's high valuation, while others are optimistic about its potential for future expansion and profitability.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nvidia's recent $1 billion investment in Nokia to advance AI-driven 5G and 6G technology is driving significant interest in the stock. Community discussions revolve around the potential for a short squeeze and Nokia's renewed relevance in the AI and telecom landscape, with some seeing parallels to past meme stock rallies.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending amid news of its involvement in building AI supercomputers with Nvidia and the U.S. Department of Energy, fueling community discussion about its potential in the AI infrastructure landscape. Investors are weighing Oracle's AI prospects against concerns around debt and recent insider selling, resulting in a volatile mix of bullish and bearish sentiment. The community is closely watching for further developments, particularly those related to potential TikTok deal finalization.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy ($ENPH) is trending due to mixed sentiment following its recent earnings report, with investors focusing on forward guidance and potential impacts from tariffs. While some community members see the dip as a buying opportunity given the company's profitability and long-term potential in renewable energy, others express concern over management and competitive pressures. Discussions also revolve around potential catalysts, including stock buybacks and the broader context of the solar sector amid evolving energy policies.

Stride, Inc. is a technology-based educational company, which engages in the provision of proprietary and third-party curriculum, software systems and educational services. It also offers online curriculum and career services to middle and high school students, under the Destinations Career Academy brand name. The company was founded by Ronald J. Packard in 2000 and is headquartered in Reston, VA.

Stride Inc

Stride ($LRN) is trending as investors digest recent Q3 earnings and FY28 guidance, with community members debating the stock's fair value and future prospects. While some view LRN as a strong long-term play due to enrollment growth and AI integration, others express concern about potential overvaluation and recent insider selling. The stock's volatility is also highlighted, with discussions around short squeezes and potential pullbacks.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending due to its autonomous vehicle initiatives, particularly a recent partnership with NVIDIA to deploy a robotaxi network by 2027, sparking discussions about lidar suppliers and competition with Tesla. The community is also focused on Uber's investments in Chinese robotaxi firms and the potential impact on the company's financials, contrasting its performance with other trending tickers.

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

SMCI is trending due to its close ties with Nvidia, as the latter makes AI partnership announcements. Community members are actively discussing SMCI's potential revenue growth in the coming quarters, particularly its expected role in supplying AI servers. Broader market trends in AI infrastructure and data centers are also impacting the stock's movement.

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Meme Economic Forum

$MEF is trending as traders discuss its potential, citing bullish sentiment and a possible breakout. Community members are actively discussing accumulation strategies and where to purchase the token, highlighting its availability on Phantom Wallet. The crypto is associated with the Solana ecosystem and other meme coins, contributing to the increased attention.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Taiwan Semiconductor Manufacturing is trending amid positive sentiment surrounding AI, with the company positioned to benefit from increased demand for advanced chips. Community members are closely watching for potential impacts from geopolitical tensions and U.S.-China trade relations, as well as any announcements related to new fabs or production capabilities. Discussions also involve potential competitors and the broader implications for the semiconductor industry.

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The Trump administration may reportedly be preparing to slash another $12 billion in funding for clean energy projects, in addition to the nearly $8 billion in cuts announced last week.According to a Semafor&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.semafor.com/article/10/07/2025/trump-eyes-deeper-energy-project-cuts-as-shutdown-drags-on">report,</a> the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.semafor.com/article/10/07/2025/trump-eyes-deeper-energy-project-cuts-as-shutdown-drags-on">list</a> of targeted projects includes high-profile names such as General Motors (GM), GE Vernova (GE), Ford Motor (F), Stellantis (STLA), Honeywell (HON), NextEra Energy (NEE) and Plug Power (PLUG) among others. The report noted that it is unclear whether, or when, the full list of cancellations will be implemented.Meanwhile, a source who saw the list described it as a “kill list,” signaling an escalation of the administration’s efforts against clean energy initiatives, the report said. It added that the move appears tied to the ongoing government shutdown, with the administration using the standoff to advance a broader policy agenda aimed at reversing Biden-era energy initiatives.Under the Biden administration, the U.S. embraced green energy projects, including carbon removal and clean hydrogen programs, as part of efforts to combat climate change. Many of these projects, including those led by oil and gas companies like Chevron (CVX) and Occidental (OXY), are now at risk.The&nbsp;<a href="http://stocktwits.com/symbol/FAN">First Trust Global Wind Energy ETF (FAN)</a> edged 0.15% lower in afternoon trade, while the&nbsp;<a href="http://stocktwits.com/symbol/TAN">Invesco Solar ETF (TAN)</a> dipped nearly 1%.&nbsp;The broader market also traded in the red. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) was down 0.36%, the&nbsp;<a href="http://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) slipped 0.23%, and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) moved 0.50% lower. Retail sentiment around QQQ on Stocktwits trended in ‘bearish’ territory even as chatter increased to ‘high’ from ‘normal’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bnb-token-surges-to-record-high-overtakes-xrp-as-third-largest-cryptocurrency/ch6PaXTR3Wy">BNB Token Surges To Record High, Overtakes XRP As Third-Largest Cryptocurrency</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump, pictured in the Oval Office, on September 25, 2025. (Photo by Andrew Harnik/Getty Images)

Trump Administration Reportedly Planning Another $12 Billion in Clean Energy Funding Cuts

The new list of clean energy projects that may be slashed follows the Trump administration's announcement of $8 billion in cuts last week.

Equity

The U.S. Department of Transportation on Friday said it is withdrawing or terminating $679 million in funding tied to 12 offshore wind projects.Transportation Secretary Sean P. Duffy called the projects “doomed” and said the decision reflects President Donald Trump’s push to redirect resources toward shipbuilding and traditional energy development. “Wasteful, wind projects are using resources that could otherwise go towards revitalizing America’s maritime industry,” Duffy said in the announcement.&nbsp;“Where possible, funding from these projects will be recompeted to address critical port upgrades and other core infrastructure needs of the United States,” the announcement added. President Donald Trump has doubled down on his opposition to solar and wind energy in his second term, recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-calls-windmills-solar-the-scam-of-the-century/chsiApvRdhZ">calling</a> wind power and the dollar the “scam of the century” on Truth Social.The Department of Transportation (DOT) announced that it has withdrawn one project under the Nationally Significant Freight and Highways Projects (INFRA) program, resulting in a withdrawal of approximately $437 million. The Maritime Administration (MARAD) also withdrew six projects from its Port Infrastructure Development Program (PIDP), amounting to $177 million, and terminated another five PIDP projects valued at $75 million.The First Trust Global Wind Energy ETF (FAN) was down 1.43% in midday trade. On Stocktwits, retail sentiment around the&nbsp;<a href="http://stocktwits.com/symbol/FAN">FAN ETF</a> trended in ‘neutral’ territory over the past day. Shares of GE Vernova (GEV), a company that makes wind turbines, dipped 3.5%.The broader equity market was also in the red after the personal consumption (PCE) index showed a 2.6% increase for July, higher than the Federal Reserve’s target of 2%. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) fell 0.76% after hitting a record high in the previous session, and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) dipped 1.27%. Retail sentiment around QQQ on Stocktwits trended lower within ‘bearish’ territory over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-revokes-intel-samsung-sk-hynix-waivers-on-china-chip-equipment/chtTKpgRdNh">US Revokes Intel, Samsung, SK Hynix Waivers On China Chip Equipment</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Wind turbines tower above the earth in Washington state, U.S.

Trump’s Transportation Secretary Pulls $679 Million From ‘Doomed’ Offshore Wind Projects 

Sean P. Duffy said that the funds will be prioritized towards restoring the U.S.’s maritime dominance and preventing waste.

U.S. President Donald Trump criticized the United Kingdom’s energy policy on Friday, using a Truth Social post to urge the country to abandon wind energy projects and ramp up fossil fuel production in the North Sea.Trump, who has long opposed wind turbines, wrote that while the U.S.–U.K. trade deal is “working out well for all,” Britain should “stop with the costly and unsightly windmills” and instead “incentivize modernized drilling in the North Sea, where large amounts of oil lay waiting to be taken.”&nbsp;He added that there was “a century of drilling left, with Aberdeen as the hub.”<figure class="image"><a href="https://truthsocial.com/@realDonaldTrump/posts/114556558074574515" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:1265/639;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_23_063141_png_a2a2fda051.webp" alt="Screenshot 2025-05-23 063141.png" width="1265" height="639"></a><figcaption>U.S. President Donald Trump's post slamming the U.K.'s energy policy. | Source: @realDonaldTrump/TruthSocial</figcaption></figure>Trump owns a golf course in Aberdeenshire, Scotland, and previously&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bbc.com/news/uk-scotland-north-east-orkney-shetland-47400641">waged</a> a legal battle against offshore wind farms, which he said would spoil the view from his property.He has repeatedly linked wind energy to falling property values and environmental harm, claiming that wind turbines “kill all the birds.”Trump’s post also targeted the U.K.’s tax framework, calling it “old-fashioned” and a deterrent to energy development. Trump argued that incentivizing drilling would cause energy costs to “go WAY DOWN, and fast!”The President has consistently promoted fossil fuels in both policy and rhetoric. After returning to&nbsp;the office in January, he signed an executive order declaring that federal wind leasing programs suffer from “various alleged legal deficiencies” that could negatively affect maritime safety, national security, commercial interests, and marine life.The U.K. Labour Party has said it plans to end oil and gas production in the North Sea to favor wind and solar power.&nbsp;However, energy workers in Aberdeen have&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.energyvoice.com/renewables-energy-transition/573123/aberdeen-oil-workers-reveal-personal-fears-for-their-jobs/">warned</a> of a looming “cliff edge” for jobs if the transition is not managed with more precise planning. A recent commission heard concerns from industry workers about a lack of direction and a “profound sense of uncertainty” over the future of the region’s energy sector.The First Trust Global Wind Energy ETF (FAN) tumbled 2.5% in pre-market trade on Friday. FAN’s stock has gained over 11% this year but has fallen 1.7% over the past 12 months.&nbsp;Meanwhile, the Global X Wind Energy ETF (WNDY) traded flat&nbsp;pre-market on Friday. WNDY stock is up 7% this year but has fallen more than 13% over the past 12 months.Broader markets also traded lower, with the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust</a> (SPY) down by 0.06% and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) declining 0.05% on Friday morning.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-futures-edge-lower-on-elevated-treasury-yields/ch0Q05dRbqN">Dow Futures Edge Lower As Elevated Treasury Yields Weigh On Investor Sentiment</a>

U.S. President Donald Trump speaks during a press conference in the Roosevelt Room of the White House on May 12, 2025, in Washington, DC. (Photo by Andrew Harnik/Getty Images)

Trump Calls On UK To Ditch ‘Costly’ And ‘Unsightly’ Windmills For Oil Drilling In The North Sea

The U.S. President noted there was “a century of drilling left, with Aberdeen as the hub,” where he owns a golf course and has previously fought offshore wind farms in court, arguing they would spoil the view from his property.

First Trust Exchange-Traded Fund III - First Trust Global Wind Energy ETF

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