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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is heavily trending ahead of its imminent earnings report, as the community eagerly anticipates results that could drive significant volatility or a "buy the dip" opportunity, given its strategic role in the burgeoning AI infrastructure market and recent acquisition in agentic AI search.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending after announcing plans to advance its oral weight-loss drug, VK2735, directly into Phase 3 in 3Q26, accelerating its development alongside the existing subcutaneous program. The community is actively discussing the strengthened potential for a major partnership or acquisition, fueled by the company's robust pipeline, substantial cash reserves, and recent regulatory pressure on compounded GLP-1 alternatives.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X is trending ahead of its imminent merger vote with Infleqtion, a quantum technology leader whose recent NASA space mission and DOE contracts are fueling strong community conviction. Despite a brief sell-off sparked by an old and inaccurately reported institutional stake reduction, investors are actively discussing Infleqtion's perceived undervaluation against peers and its potential for significant upside as it prepares to trade as INFQ on the NYSE.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

NovoCure is trending due to recent FDA approval of its Optune Pax wearable device for locally advanced pancreatic cancer, marking the first new therapy in decades for this indication. The community is actively debating its potential for a significant price run and short squeeze, while others express caution regarding historical volatility in biopharma approvals and the practical impact of the reported survival benefits.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending following better-than-expected revenue growth, an optimistic outlook, and the authorization of a significant share repurchase program, drawing multiple analyst upgrades. Despite strong underlying fundamentals, the stock experienced extreme volatility and a notable pullback, leading to community discussions centered on "buying the dip" amid theories of market manipulation and the impact of a slight earnings per share miss.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is a fierce battleground following its latest earnings, which saw a Q4 beat overshadowed by cautious Q1 guidance, triggering a significant stock decline. The community is sharply divided between those who believe the sell-off is an overreaction and a prime buying opportunity, and those expressing deep concerns about future growth and the potential impact of AI competition on its core business.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot is trending following its latest earnings report, which, despite surpassing expectations and announcing a significant share buyback, saw the stock decline as fears surrounding AI disruption continue to weigh on the software sector. The community is sharply divided, with bulls highlighting strong fundamentals and undervaluation, while bears emphasize the ongoing threat of AI to HubSpot's business model.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending after its Q2 earnings report, which initially caused a stock dip due to a gross margin miss and merely meeting guidance; however, robust AI infrastructure order growth and a raised full-year outlook are now fueling a rally, sparking widespread community discussion about the company's AI-driven future and its position near historic dot-com era highs.

Fefe is a memecoin inspired by Matt Furie's book "Mindviscosity," published in 2020.  Follow FEFE, the alter ego of PEPE in the book “Mindviscosity” by Matt Furie.  Fefe is a main character in the book, who is a laid back and carefree frog living in a whimsical world. Fefe's relaxed and adventurous spirit captures the heart of this imaginative universe.  Launched stealth with no presale, zero taxes, LP burnt and contract renounced - TAX: 0/0 This narrative has its roots in a fascinating story.  Join us and become part of the $FEFE community today!

Fefe

FEFE Crypto is trending as its dedicated community actively promotes it as the "third frog" in the Matt Furie universe, a direct beta play to Pepe, with many seeing it as a resilient, undervalued microcap poised for significant upside given its strong narrative and consistent building efforts.

Himax Technologies, Inc. is a semiconductor solution provider dedicated to display imaging processing technologies. It operates through the Driver Integrated Circuit and Non-Driver Products segments. The company's products include display drivers, timing controllers, wafer level optics, video and display technology solutions, liquid crystal over silicon silicon, complementary metal-oxide semiconductor image sensor, and power integrated circuit. Its products used in TVs, laptops, monitors, mobile phones, tablets, digital cameras, car navigation, virtual reality (VR) devices and many other consumer electronics devices. Himax Technologies was founded by Biing Seng Wu and Jordan Wu on June 12, 2001 and is headquartered in Tainan, Taiwan.

Himax Technologies - ADR

Himax Technologies, Inc.

Himax Technologies is trending as the community debates its future in the rapidly expanding AI data center market, where its Co-Packaged Optics (CPO) and silicon photonics solutions are becoming critical for high-speed interconnects alongside industry partners like TSMC and NVIDIA. While the market anticipates significant future revenue from these advanced technologies, shareholders express frustration with management's past performance and conservative outlook, leading to a perceived disconnect between Himax's underlying technology value and its stock price.

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Bloom Energy Corp. (BE) stock fell over 2% in the early premarket session on Thursday after it snagged a downgrade from a Wall Street firm. The weakness may also be partly due to the strong rally on Wednesday, which pushed the stock to a new record.Mizuho downgraded Bloom Energy stock to ‘Neutral’ from ‘Outperform,’ but upwardly revised the price target to $79 from $48, the summary of the research note published on the Fly on Thursday showed.&nbsp;The research firm attributed the downgrade to the company’s high valuation.&nbsp;Bloom Energy stock, which underwent a consolidation move until late July, has seen a meteoric rise, thanks to its exposure to the rapidly evolving artificial intelligence (AI) technology.&nbsp;&nbsp;For the year-to-date&nbsp;period, Bloom Energy stock has rallied over 300%. The consensus analysts’ price target for the stock is $53.58, implying&nbsp;a&nbsp;roughly 41% downside from Wednesday’s close. Mizuho analysts also expressed concerns about the company’s limited internal production capacity.&nbsp;However, improved visibility for Bloom Energy’s demand growth, especially utility-scale data center orders, led to the price target hike,&nbsp;according to Mizuho.On Stocktwits, retail sentiment toward Bloom Energy stock stayed ‘bullish’ (62/100) as of early Thursday, while the message volume tempered slightly and yet held ‘high.’<figure class="image"><img style="aspect-ratio:622/51;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_02_at_5_42_45_AM_png_b123387679.webp" alt="Screenshot 2025-10-02 at 5.42.45 AM.png" width="622" height="51"><figcaption>BE sentiment and message volume as of 5:20 a.m. ET, Oct. 2 | source: Stocktwits</figcaption></figure>Earlier this week, BTIG raised&nbsp;its&nbsp;price target&nbsp;for the stock to $80 from $42 and maintained&nbsp;a ‘Buy’ rating, citing expectations for strong demand for the company’s fuel cells over the next few years. The company’s fuel cells are used in&nbsp;high-performance servers placed in AI data centers.&nbsp;Recently, BFC Power, a Tallgrass subsidiary, has filed an air permit for up to 900 megawatt (MW) of Bloom Energy fuel cells in Laramie County, Wyoming in what is seen as the "largest project filing to date" and "a step-up in scale that puts fuel cells into the broader utility and data-center power conversation."For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-futures-dip-but-s-and-p-500-poised-for-higher-start/chCr5JMR3Og">Dow Futures Dip But S&amp;P 500 Poised For Higher Start After Broader Gauge Clocks Another Record — Strategist Says This Government Shutdown Could Engender More Volatility</a>

In this photo illustration, the Bloom Energy (Be) logo is seen displayed on a smartphone screen. 

Bloom Energy Stock Pauses After Record Run Fueled By AI Infra-Demand - Here’s The Catalyst That Is Driving Downside In Premarket

Analysts’ consensus price target on the stock is $53.58, implying roughly 41% downside from Wednesday’s close

Why Bloom Energy Stock Is Slipping In Premarket Today

Equity

Analysts’ consensus price target on the stock is $53.58, implying roughly 41% downside from Wednesday’s close


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