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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 is rallying as traders point to Oracles reaffirmation of its Project Jupiter fuel-cell commitment, alongside the broader AI data-center power-demand story and S&P 500 inclusion. The community is upbeat about the rebound and breakout, though many are taking profits and questioning the stocks valuation amid sharp swings.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances raised FY2026 revenue outlook, driven by stronger U.S. demand for Amtagvi and Proleukin, is driving the rally. Traders largely view it as evidence of commercial traction and are looking ahead to NSCLC data, while short-squeeze and takeover talk remains speculative.

Carnival Corp. Ltd. engages in the operation of cruise ships. It operates through the following business segments: North America Cruise Operations, Europe Cruise Operations, Cruise Support, and Tour and Others. The North America Cruise Operations segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corporation Ltd.

Carnival Corp

Carnivals quarterly results beat expectations, and stronger bookings and an improved full-year outlook drove a sharp rally and upbeat reactions. Traders remain divided over whether the gains can hold, with high fuel costs and weaker near-term guidance cited as risks despite the companys demand strength.

Fair Isaac Corp. engages in the provision of decision management solutions. It operates through the Software and Scores segments. The Software segment includes pre-configured analytic and decision management solutions designed for a specific type of business need or process. The Scores segment focuses on business-to-business scoring solutions and services, business-to-consumer scoring solutions and services including myFICO solutions for consumers and associated professional services. The company was founded by Bill Fair and Earl Isaac in 1956 and is headquartered in San Jose, CA.

Fair Isaac Corp.

Fair, Isaac Corp.

FHFA changes allowing Fannie Mae and Freddie Mac to use VantageScore alongside FICO have raised concerns that competition could weaken FICOs mortgage-scoring dominance and pricing power, driving a sharp selloff. Traders are divided between seeing a lasting threat to the companys moat and viewing the decline as an overreaction, with some buying the dip while others expect further downside.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas selection for the U.S. Armys ALATTIS program to develop next-generation 10 kV silicon-carbide power semiconductors is the main catalyst, with traders viewing the award as technology and domestic-manufacturing validation. The reaction is divided: bullish traders see longer-term potential, while skeptics note that it is a prototype program with undisclosed financial terms and question its near-term revenue impact amid a volatile share-price response.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

AstraZenecas $2 billion convertible-equity investment and clinical collaboration around Summits cancer drug ivonescimab are driving attention, with traders viewing the deal as validation and a boost to Summits funding runway. Some are concerned about dilution and emphasize that the agreement is not a buyout; the FDA decision remains a separate catalyst.

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.

Oracles sharp rebound is being linked by traders to Michael Burry covering his common-stock short, though he replaced it with put options; some also pointed to OpenAIs reported revenue momentum and AI demand. Bulls cheered a possible short squeeze, while others questioned the catalyst or viewed the move as a bounce.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentums strong quarterly results and upbeat outlook have reinforced discussion of AI-driven demand for optical networking and data-center connectivity. Bulls see momentum continuing, while others warn that the stock is highly volatile and richly valued, with rallies repeatedly meeting resistance.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWM is drawing attention for persistent small-cap weakness and underperformance versus large-cap technology, with traders blaming rising Treasury yields and rate-hike concerns that weigh more heavily on smaller, debt-dependent companies. Sentiment is mostly bearish, though some traders see oversold conditions as a possible setup for a rebound or later rotation into small caps.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as Treasury yields climb and traders weigh persistent inflation and the possibility of further Fed tightening. The community is split between expecting more losses in long-duration bonds and viewing the selloff as oversold with a potential rebound ahead.

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$YSWY Opened new store in Odessa, Texas.  They should ask Landman to film an episode there!

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Yesway Inc

 Opened new store in Odessa, Texas.  They should ask Landman to film an episode there!