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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

A quarterly earnings beat, raised outlook and record AI-compute backlogalongside managements emphasis on customer prepayments and contract-backed financingsparked an after-hours rebound and widespread short-squeeze chatter. Bulls see strong demand and improved financing prospects, while skeptics remain concerned about heavy debt, interest costs, capital spending and the path to sustained cash flow.

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

Nvidias selloff is centered on governance and national-security concerns surrounding CEO Jensen Huangs relationship with a customer suspected of ties to Chinese intelligence, with traders debating whether the investigation and China chip-export questions could threaten his leadership or the business. Others see the drop as an overreaction and are buying the dip, while looking to the upcoming earnings report for a business-focused counterpoint.

Autonomi (ANT) is a cryptocurrency launched in 2025and operates on the Arbitrum platform. Autonomi has a current supply of 1,200,000,000 with 346,011,579 in circulation. The last known price of Autonomi is 0.03102024 USD and is up 12.83 over the last 24 hours. It is currently trading on 15 active market(s) with $148,822.58 traded over the last 24 hours. More information can be found at https://autonomi.com.

Aragon

Attention is heavily muddied by Anthropic IPO chatter mistakenly tagged to Aragons ANT token. The Aragon-specific discussion centers on the projects dissolution and completed token-redemption initiative, with holders unsure about conversion or exchange availability; other posts are mostly speculative trading reactions.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Q3 results and conference call are driving attention, with traders debating the shift to recurring Samsung and Micron licensing revenue and the stronger balance sheet against an apparent estimates miss caused partly by amortizing Samsungs upfront fee over the agreement term. Bullish traders point to higher expected Q4 revenue, while skeptics cite lower product sales and the lack of a confirmed SK Hynix deal or Nasdaq uplisting.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNavs Q3 earnings report and conference call are driving immediate discussion, with traders noting an EPS beat but reacting to the share-price decline and debating whether the call offered meaningful progress. Many see the pending FCC rulemaking on the companys spectrum as the more important catalyst, while the bullish SpaceX-related thesis remains speculative and others point to regulatory delays and downside risk.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

INFQ is drawing attention ahead of its quarterly report, with traders looking for revenue, guidance and commercialization updates that could set it apart from other quantum companies. Optimism about its products and technical progress is countered by concerns over weak price action and volatility alongside the broader quantum and tech sectors.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong quarterly earnings beat and raised guidance have driven attention, with traders citing accelerating growth, improving profitability and analyst upgrades as support for the rally. The reaction is split between bulls expecting momentum to continue and skeptics focused on volatile post-earnings trading and resistance near recent levels.

Cameco Corp. engages in the provision of uranium. It operates through the following segments: Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Camecos weaker-than-expected quarterly update and narrowed production outlook, amid Cigar Lake operating setbacks, are driving a sharp selloff and bearish discussion about further downside. Some traders see the decline as an opportunity, arguing that firm uranium-market fundamentals and longer-term nuclear demand remain intact.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs quarterly resultsstrong revenue and backlog growth but a wider-than-expected loss and Neutrons first launch pushed to 2027are driving the discussion. Traders are split between viewing the demand and backlog as evidence of growth and worrying about execution delays, ongoing losses, and dilution; shares have rebounded after the initial post-earnings selloff.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Anthropics new Claude workplace tools, including a spreadsheet product positioned against Excel, have raised concerns that Microsofts Office and Copilot franchises face stronger competition. Traders debate whether the threat is material or overstated given Microsofts entrenched enterprise ecosystem.

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Aspen Aerogels (ASPN) Beats Q3 Earnings and Revenue Estimates

Aspen Aerogels (ASPN) delivered earnings and revenue surprises of +222.22% and +17.85%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Owens Corning (OC) Q3 Earnings and Revenues Miss Estimates

Owens Corning (OC) delivered earnings and revenue surprises of -17.57% and -4.42%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Outside GC Adds Seven Partners in Q3, Deepening AI Governance, Privacy, and Global Operations

Outside GC Adds Seven Partners in Q3, Deepening AI Governance, Privacy, and Global Operations Outside GC Adds Seven Partners in Q3, Deepening AI Governance, Privacy, and Global OperationsPR NewswireBOSTON, Oct. 15, 2026Seven partners join Outside GC, bringing the firm's total to twelve in six...

These 5 Green Stocks Have Crushed Clean Energy ETFs, S&P 500 And AI Funds In 2026

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Bloom Energy, FuelCell Energy, Vicor Corporation, Aspen Aerogels, and Enlight Renewable Energy stocks have outperformed clean energy ETFs, benchmark indexes and even some AI ETFs in 2026.

Aspen Aerogels (ASPN) Reports Q2 Loss, Beats Revenue Estimates

Aspen Aerogels (ASPN) delivered earnings and revenue surprises of 0.00% and +17.84%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Crawford & Company B (CRD.B) Surpasses Q2 Earnings Estimates

Crawford & Company B (CRD.B) delivered earnings and revenue surprises of +40.74% and -4.36%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Aspen Aerogels Q1 Earnings Call Highlights

Aspen Aerogels Q1 Earnings Call Highlights...

Aspen Aerogels (ASPN) Q1 2026 Earnings Transcript

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Aspen Aerogels (ASPN) Reports Q1 Loss, Tops Revenue Estimates

Aspen Aerogels (ASPN) delivered earnings and revenue surprises of -3.70% and +3.63%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Rayonier (RYN) Beats Q1 Earnings Estimates

Rayonier (RYN) delivered earnings and revenue surprises of +27.27% and -2.17%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

• Reported GAAP EPS of $0.11 up 283.33% YoY
• Reported revenue of $85.18M up 16.65% YoY
• Aspen Aerogels expects Q4 2026 revenue of $60M to $75M, net loss ranging from $11M to $8M, and Adjusted EBITDA of $5M to $13M.

Aspen Aerogels reported higher Q3 net loss year over year, used cash in Q3 operations, incurred $15.1M in East Providence incident-related costs, while restoration of production capability remains on track for first half 2027.

Aspen Aerogels' Q3 revenue rose 71% QoQ above outlook; Adjusted EBITDA rose $26.4M QoQ. Developments included a data center order, initial BESS revenue, record EU OEM revenue, and a key 2027 project award.

Aspen Aerogels, Inc. engages in designing, developing, and manufacturing aerogel insulation used primarily in the energy infrastructure and building materials markets. Its products include Cryogel, Pyrogel, and Spaceloft. It operates through the following segments: Thermal Barrier and Energy Industrial. The Thermal Barrier segment is actively developing aerogel products and technologies for the EV market. The Energy Industrial segment designs, develops and manufactures innovative, high-performance aerogel insulation used primarily in the energy industrial and sustainable insulation markets. The company was founded by Hamed S. Borhanian, Patrick J. Piper, and Kang P. Lee on May 4, 2001 and is headquartered in Northborough, MA.

Aspen Aerogels Inc.

Extremely Bearish Sentiment

<ul class="summary-bullets"><li>Bloom Energy has come out on top, gaining more than 223% this year, while its rival FuelCell Energy has also posted triple-digit returns.&nbsp;</li><li>Mid-cap companies Vicor Corporation and Enlight Renewable Energy have gained about 97% and 58% in 2026.</li><li>Aspen Aerogels, a small-cap advanced materials company, has posted gains of more than 81% year to date.&nbsp;</li></ul>In 2026, energy stocks saw a steady climb amid the ongoing war in the Middle East, while the artificial intelligence trade has also gained momentum throughout the year.&nbsp;However, behind the scenes, some green companies in the sustainable sector have quietly been outperforming many of their popular counterparts.&nbsp;Top names that have performed strongly this year include&nbsp;<a href="https://stocktwits.com/symbol/BE">Bloom Energy Corp. (BE)</a>,&nbsp;<a href="https://stocktwits.com/symbol/FCEL">FuelCell Energy, Inc. (FCEL)</a>,&nbsp;<a href="https://stocktwits.com/symbol/VICR">Vicor Corp. (VICR)</a>,&nbsp;<a href="https://stocktwits.com/symbol/ASPN">Aspen Aerogels, Inc. (ASPN)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/ENLT">Enlight Renewable Energy Ltd. (ENLT)</a>.&nbsp;<h2 class="st-heading-2">BE, FCEL, VICR, ASPN, ENLT Stocks OutShine Clean Energy ETFs</h2>While Bloom Energy, which makes solid-oxide fuel cell systems for on-site power generation, has come out on top amidst all its counterparts, gaining more than 223% this year, its rival FuelCell Energy has also posted triple-digit returns. AI-driven power demand has boosted both stocks.&nbsp;Meanwhile, Vicor Corporation, a mid-cap AI power-delivery company that designs and manufactures modular power components and power systems that convert and deliver electricity efficiently inside high-performance electronic equipment, has returned more than 97% in value this year.&nbsp;Enlight Renewable Energy, another mid-cap renewable-energy company that develops and operates utility-scale solar, wind and energy-storage projects across multiple markets, has risen about 58% in the same period.&nbsp;Aspen Aerogels, a small-cap advanced materials company that designs and manufactures high-performance aerogel materials used in EV battery thermal barriers, energy-efficient insulation and other energy applications, has posted gains of more than 81% in 2026.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260918_053904056_b3e49bb1ac.png" alt="koyfin_20260918_053904056.png" width="2400" height="1500"></figure>All the five green stocks have outperformed popular clean energy exchange-traded funds by a wide margin. The&nbsp;<a href="https://stocktwits.com/symbol/ICLN">iShares Global Clean Energy ETF (ICLN)</a> and the&nbsp;<a href="https://stocktwits.com/symbol/QCLN">First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN)</a> have risen about 8% each this year.<h2 class="st-heading-2">Top 5 Green Stocks Beat Benchmark Indexes, AI ETFs</h2>BE, FCEL, VICR, ASPN, and ENLT have also outperformed the benchmark U.S. indexes — S&amp;P 500, Dow Jones Industrial Average, and the Nasdaq-100.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260918_111055652_c5347367b3.png" alt="koyfin_20260918_111055652.png" width="2400" height="1500"></figure>When compared to the AI sector, BE, FCEL, VICR and ASPN stocks have outperformed top chip funds&nbsp;<a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF (SOXX)</a> and&nbsp;<a href="https://stocktwits.com/symbol/SMH">VanEck Semiconductor ETF (SMH)</a>, and also beat the&nbsp;<a href="https://stocktwits.com/symbol/AIQ">Global X Artificial Intelligence &amp; Technology ETF (AIQ)</a>.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260918_111347582_91dbfbfb95.png" alt="koyfin_20260918_111347582.png" width="2400" height="1500"></figure>ENLT stock, although underperforming the SOXX, has still beat SMH and AIQ in 2026.&nbsp;<h2 class="st-heading-2">BE, FCEL, VICR, ASPN, ENLT Stocks: Retail Stance</h2>On Stocktwits, retail sentiment around BE and FCEL stocks was ‘bearish’ at the time of writing amid ‘normal’ and ‘low’ message volumes respectively.&nbsp;Retail sentiment for ASPN stock was ‘neutral’ amid ‘high’ message volumes. Meanwhile, sentiment for ENLT and VICR was ‘bullish’ and ‘extremely bullish’ respectively.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

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Global X Funds - Global X Artificial Intelligence & Technology ETF

Bloom Energy Corp - Ordinary Shares - Class A

Enlight Renewable Energy Ltd

Fuelcell Energy Inc

VanEck Semiconductor ETF

iShares Semiconductor ETF

Vicor Corp.

Yes, by year-end

Yes, but not this year

No, he stays as CEO

He steps down on his own

Do you think Jensen Huang will be removed as Nvidia’s ($NVDA) CEO?

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