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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 shares experienced significant volatility and a reversal following earnings, primarily driven by investor concerns over high capital expenditures on AI infrastructure and a pre-planned stock sale by founder Larry Ellison. While some traders view the pullback as a buying opportunity given the strong revenue growth, others are expressing skepticism and frustration due to the stock's recent performance and the optics of the insider selling.

XPeng, Inc. is a global Physical AI company, dedicated to bringing artificial intelligence into the physical world to reshape future mobility and smart living. The firm developed a full-stack Physical AI architecture spanning Turing AI chips, world foundation models, and highly integrated software and hardware applications. The product portfolios of smart EVs, robotaxis, and humanoid robots, advancing the deployment of Physical AI at scale. It manufacturing, sales, and services, drives continuous technological innovation and fosters an open physical AI ecosystem, making life smarter, safer, and better for users worldwide. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is experiencing significant downward pressure as investors express frustration over its market performance and ongoing concerns regarding the broader Chinese EV sector's profitability. Sentiment remains divided, with some traders citing long-term potential in the company's robotics, AI, and international expansion efforts, while others emphasize the stock's recent decline to 52-week lows and skeptical views on its fundamentals.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata is experiencing a pullback following its earnings report and the announcement of a shelf offering, which has sparked debate regarding dilution and the potential for M&A activity. Traders are closely analyzing technical indicators and share price support levels while monitoring the impact of the ATM offering on liquidity.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the B&W segment. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox is trending following strong quarterly earnings that featured a significant revenue increase and a major backlog expansion, driven by demand for power infrastructure in AI data centers. Traders are debating the company's growth potential and the impact of its power project initiatives, while some remain cautious due to historical price volatility.

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.

Oklo shares are under pressure following the launch of a new $1 billion at-the-market equity offering program, fueling investor concerns regarding potential dilution. While some traders express frustration over the company's capital-raising strategy and insider share sales, others remain bullish on the long-term potential for nuclear energy to meet surging AI-driven data center power demand.

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

NuScale Power Corp

SMR is trending following a downgrade by UBS, which lowered its rating and price target citing concerns over long construction timelines, limited customer commitments, and high cash burn, fueling a debate among traders about the company's path to commercialization. While some investors remain optimistic about its long-term nuclear energy thesis, others are expressing frustration over management, dilution concerns, and a perceived lack of firm project progress.

BNB is the native utility token of the BNB Chain ecosystem, acting as a multi-chain asset that powers decentralized applications and facilitates value exchange across its network. It serves as the primary asset for paying transaction gas and smart contract deployment fees while providing users with tiered fee discounts on the Binance exchange. The project’s main value proposition lies in its unified multi-chain architecture, which integrates a smart contract platform, a Layer 2 scaling solution, and a decentralized data storage network into a cohesive settlement and data availability layer.  The network operates on a Proof of Staked Authority consensus mechanism, utilizing a group of 21 active validators known as the Cabinet to verify transactions and produce blocks every 3 seconds. Validators are elected daily based on the amount of BNB staked or delegated to them, and the system employs fast finality and slashing penalties to maintain security and integrity. To manage its long-term economy, the project uses a programmatic dual-burn strategy that permanently removes tokens through real-time fee destruction and quarterly buybacks.  Launched in 2017 by the Binance platform, the project initially distributed 50% of its 200 million token supply to the public, while the founding team received 40% and angel investors were allocated 10%. Though it began as a token on the Ethereum network, it eventually migrated to its own autonomous architecture that remains fully compatible with the Ethereum Virtual Machine. Today, the token's utility includes paying for network gas, participating in staking rewards, and enabling decentralized governance through which holders can vote on technical upgrades and economic changes.

Binance

BNB is experiencing fragmented sentiment, with traders polarized between speculation on potential price recovery, broader crypto market volatility, and discussions surrounding various niche ecosystem projects and meme coins. The conversation remains highly speculative, with some participants expressing bearish sentiment on broader market conditions and Binance's regulatory environment.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgent Power Solutions is receiving attention following a strong earnings report that featured triple-digit revenue growth and raised forward guidance, driven by significant demand for power infrastructure from AI data center buildouts. While some investors are utilizing the post-earnings pullback to build positions, others are expressing concern over recent secondary stock offerings and potential share dilution.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is facing downward pressure following a downgrade by Morgan Stanley, which cited concerns over subdued mid-term growth, demanding valuation, and long-term patent expiry risks for its key drug semaglutide. While the community is debating these headwinds and expressing frustration with recent price action, many investors remain focused on the company's long-term pipeline potential and its ability to expand the obesity treatment market.

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

The community sentiment is largely bullish, driven by the recent announcement of Navitas' domestic shipments of 5th Generation GaNFast technology and the strategic acquisition of Claros, which investors view as a move to strengthen its grid-to-xPU power infrastructure offerings. While investors remain optimistic about the company's long-term potential in the AI sector, discussions are tempered by concerns regarding market volatility, dilution, and the need for significant new contract wins to drive revenue growth.

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$CCIX Did we totally miss this? 
 
FTC Antitrust Grants Clearance for Deal: 
 
https://www.ftc.gov/legal-library/browse/early-termination-notices/20261810 
 
Great news.  Just a matter of time now.  Once the merger is completed, I hope they do some PR to get the word out.  We still only have 542 followers here.  People are missing this.

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20261810: Churchill Capital Corp XI; Agility Robotics, Inc.

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Churchill Capital Corp IX - Ordinary Shares - Class A

 Did we totally miss this? 
 
FTC Antitrust Grants Clearance for Deal: 
 


 
 
Great news.  Just a matter of time now.  Once the merger is completed, I hope they do some PR to get the word out.  We still only have 542 followers here.  People are missing this.