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Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is actively discussed following its recent earnings report, which saw revenue exceed expectations but a reduced profit outlook for upcoming quarters, sparking a significant sell-off. The community is divided, with many attributing the decline to broader "AI panic" impacting software, while others see it as an attractive long-term buying opportunity for a leading cybersecurity firm.

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 is trending on news of Meta Platforms significantly expanding its multi-year AI infrastructure partnership with a commitment to millions of advanced chips, alongside a major investment in an Indian AI supercluster using NVIDIA technology. The community is actively discussing the company's sustained dominance in the foundational AI infrastructure layer amid accelerating global demand.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as major hyperscalers like Google and Amazon unveil massive capital expenditure plans for AI infrastructure, positioning the company as a key beneficiary for its custom AI accelerators and networking solutions. The community is actively discussing its undervalued status and significant growth potential, particularly with strong AI revenue expectations for its upcoming earnings report.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Platforms is trending due to its announced data center lease with AMD, signaling a significant strategic pivot toward AI and high-performance computing infrastructure, leveraging its substantial power capacity beyond pure Bitcoin mining. The community is actively discussing how this multi-year deal could diversify revenue and unlock long-term value, though some still question its ability to fully decouple from Bitcoin's volatility.

NANO Nuclear Energy, Inc. is a microreactor and nuclear technology company, which provides supply energy services. Its products in technical development are ZEUS, a solid core battery reactor, and ODIN, a low-pressure coolant reactor. The company is founded by Jiang Yu in February, 2022 and is headquartered in New York, NY.

Nano Nuclear Energy Inc.

Nano Nuclear Energy is gaining attention as it advances microreactor development, highlighted by commencing drilling for its KRONOS system and expanding through a recent Canadian acquisition and South Korean partnership, fueling community discussions about its potential to meet the surging energy demands of AI data centers amidst broader nuclear sector tailwinds.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is trending as the community awaits a Supreme Court ruling on tariffs that could significantly impact its margins, with the company's "innovation reset" and recent layoffs at Converse sparking debate between those anticipating a rebound and skeptics.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Jana Partners' new stake is sparking investor conversation around Fiserv, with bulls citing extreme undervaluation, strong cash flow, and management's turnaround plan, contrasting with concerns over mixed earnings and wider fintech sector challenges like potential AI disruption.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending as news emerges of NVIDIA reportedly exiting its stake, sparking a divided community response with some citing a loss of confidence while others view it as an overreaction given APLD's core AI infrastructure business and upcoming contracts.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending as the community eagerly awaits definitive news on large orders and strategic partnerships, particularly with industry-validating events like the OFC Conference and institutional ownership filings imminent, while simultaneously debating the impact of recent capital raises on its future revenue growth for high-speed AI data center connectivity.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending amidst analyst upgrades and strategic acquisitions in identity and browser security, as the community actively debates whether broader "AI panic" affecting software stocks presents a significant buying opportunity or a new challenge for the cybersecurity sector's essential role in an AI-driven world.

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<ul class="summary-bullets"><li>Wall Street is heading into Friday on pause, despite supportive macro signals.&nbsp;</li><li>Power and grid-related names are on watch after the U.S. government reportedly requested backup power from data centers as a record-breaking winter storm threatens grid stability.</li><li>On the macro front, traders will track U.S. Services and Manufacturing PMI data before the open, followed by Consumer Sentiment at 10:00 a.m.</li></ul>U.S. stock futures&nbsp;were subdued early Friday, even as geopolitical tensions cooled and economic data remained supportive.As of 3:50 a.m. ET on Friday, the S&amp;P 500, Dow, and Russell 2000 futures were flat, while the Nasdaq 100 futures fell 0.1%.&nbsp;Meanwhile, the retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, moderated to ‘bearish’ from 'extremely bearish,’ and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq 100 Index, has remained ‘bearish,’ amid high message volumes, signaling continued caution toward tech-heavy exposure.Trending Stocks To WatchIntel (INTC): Shares will be in focus today after issuing a soft Q1 2026 outlook.Tesla (TSLA): Elon Musk announced that Robotaxi rides in Austin are now open to the public without safety monitors. He also&nbsp;said the company plans to raise the price of its $99-per-month Full Self-Driving (FSD) subscription as capabilities improve.Netflix (NFLX): Co-CEO Greg Peters has reportedly said that the company is on track to win shareholder backing for its Warner Bros. Discovery (WBD) offer, dismissing Paramount’s rival bid as failing the ‘sniff test.’Movano (MOVE): Its merger partner, Corvex, secured long-term deployment of NVIDIA H200 GPUs to support AI-driven battery technology workloads.Capital One (COF): Announced a massive $5.15 billion acquisition of startup Brex.&nbsp;Spotify (SPOT): The stock is on the retail radar after Goldman Sachs upgraded it to ‘Buy’ and the rollout of new AI-powered features.&nbsp;Oracle (ORCL): Shares jumped in overnight trading after President Trump confirmed a deal involving a U.S.-China joint venture to keep TikTok operational, with Oracle as a key investor and cloud partner.Alphabet (GOOGL): The company has failed to convince a federal judge in California to dismiss a consumer antitrust lawsuit accusing it of using restrictive agreements to maintain search dominance.&nbsp;Amazon (AMZN): The company is reportedly preparing for another round of corporate layoffs next week.Sanofi (SNY): The company will move forward with global regulatory submissions for amlitelimab following successful Phase 3 trials in atopic dermatitis.Watchout for power stocks such as Constellation Energy (CEG), Vistra (VST), and Generac (GNRC). The U.S. government has requested backup power from data centers as a record-breaking winter storm threatens the national grid.Other tickers trending on Stocktwits at the time of writing included Novo Nordisk (NVO), Altimmune (ALT), and Ascent Solar Technologies (ASTI). Other Catalysts To Watch On the economic front, traders will be monitoring the release of U.S. Services &amp; Manufacturing PMI prints before markets open and Consumer Sentiment data, due at 10:00 am ET.&nbsp;And on the earnings radar, investors will be watching for the quarterly reports from Maxeon Solar Technologies (MAXN), and SLB,&nbsp;among others, later today.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Subdued Ahead Of PMI Data: Why INTC, TSLA, NFLX, VST, MOVE Are On Traders' Radar Today

Retail sentiment on Stocktwits for SPY and QQQ remained ‘bearish’.

Equity

Elon Musk Factor? Ascent Solar Technologies (ASTI) Stock Is Trending Overnight: What You Should Know

Ascent Solar Technologies surged 17.78% in after-hours trading Thursday following the company's announcement of its 2025 partnerships and 2026 production plans.read more...

<ul class="summary-bullets"><li>Ascent Solar Technologies designs and manufactures featherweight, flexible thin-film photovoltaic (PV) solar panels that are already used in space, military, and defense operations.&nbsp;</li><li>In 2025, Ascent highlighted strong commercial and technical momentum, due to new strategic partnerships across the defense, space, and energy sectors.</li><li>In 2026, the company said it will continue rigorous environmental testing for space applications while deepening earlier partnerships.</li></ul>Shares of Ascent Solar Technologies (ASTI) rallied over 53% on Thursday, even as the company garnered significant retail attention on Stocktwits.The surge comes as Ascent Solar, a company that designs and manufactures featherweight, flexible thin-film photovoltaic (PV) solar panels used in space, military and defense operations, provided details on its achievements in 2025, as well as insights into corporate growth in 2026.Ascent Solar also popped into retail investors’ spotlight after SpaceX owner Elon Musk said at the World Economic Forum in Davos that the aerospace company would launch solar-powered artificial intelligence satellites in a few years.<h2 class="st-heading-2">Company Updates</h2>For 2025, Ascent cited strong commercial and technical momentum, highlighted by new strategic partnerships across the defense, space, and energy sectors, rapid product delivery initiatives for civil and defense missions, and continued advancements in its thin-film PV technology.&nbsp;The company said it closed a private placement of up to $5.5 million and partnered with Georgia Tech to demonstrate thin-film PV on UAV wings, targeting continuous-flight ocean monitoring applications.Looking to 2026, Ascent said it plans to ramp up production to meet first-quarter (Q1) deployment schedules, expand European partnerships and UAV deliveries, and further improve the efficiency and resilience of its CIGS thin-film technology.&nbsp;The company added that it will continue rigorous environmental testing for space applications while deepening partnerships formed in 2025 to support future growth.“Our thin-film product is uniquely qualified to withstand the rigors of space and other punishing environments; as the market demand grows, we expect increased sales and revenue in 2026,” said Paul Warley, CEO of Ascent Solar Technologies.<h2 class="st-heading-2">Musk’s Solar Plans</h2>Meanwhile, speaking at the World Economic Forum in Davos, Musk said, “One of the things we'll be doing with SpaceX within a few years is launching solar-powered AI satellites, right? Because space is really the source of immense power, and then you don't need to take up any room on earth.”Musk justified his statement by saying that any solar panel will provide five times more energy in space than on the ground, adding that “it's a no-brainer for building solar-powered AI data centers in space.”He added that putting AI in space will be possible within two or three years at the latest.Ascent Solar already has photovoltaic (PV) modules deployed on space missions and multiple airborne vehicles, and Musk’s comments open up possibilities for new use cases.<h2 class="st-heading-2">What Did Stocktwits Users Say?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ASTI">ASTI shares</a> jumped from ‘bearish’ to ‘extremely bullish’ territory over the past 24 hours. Meanwhile, message volumes jumped from ‘extremely low’ to ‘extremely high’ levels.One user predicted that the company’s shares would rocket to $30 as Elon Musk’s plans for a data center in space would require solar power.<stembedurl>https://stocktwits.com/trader365/message/642559386</stembedurl>&nbsp;Another user highlighted Musk’s comments on traditional solar panels being useless for gigawatt-scale orbital AI and his specific call for featherweight arrays. He also noted that Philippe Kassouf, one of SpaceX's founders, joined Ascent Solar as a strategic advisor.<stembedurl>https://stocktwits.com/wallstreet1929/message/642565819</stembedurl>&nbsp;Shares of ASTI have more than doubled in the past year, gaining over 129%.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

Fraport AG puts a photovoltaic system on Runway West into operation. (Photo by Hannes P Albert/picture alliance via Getty Images)

ASTI Shares Surged Over 53% Today — What’s Elon Musk Got To Do With It?

SpaceX’s Elon Musk said at the World Economic Forum in Davos that the aerospace company would launch solar-powered artificial intelligence satellites in a few years.

Solar Stocks Worth Watching - January 22nd

Enphase Energy, First Solar, Sunrun, Ascent Solar Technologies, Nextpower, Solaris Energy Infrastructure, and Array Technologies are the seven Solar stocks to watch today, according to MarketBeat's...

What's Driving the Market Sentiment Around Ascent Solar Technologies Inc?

Solar Stocks To Keep An Eye On - December 23rd

First Solar, Ascent Solar Technologies, Canadian Solar, Nextpower, and Enphase Energy are the five Solar stocks to watch today, according to MarketBeat's stock screener tool. Solar stocks are shares...

Ascent Solar Technologies Inc. (ASTI) announced that it received an order for an advanced space module redesign after evaluation from a potential customer.The stock witnessed see-saw movement on Thursday, rising by nearly 5% in the regular trading session and then falling by 5% during the after-market hours.Ascent Solar is a Colorado-headquartered photovoltaic company that makes flexible copper gallium iridium selenide (CIGS) solar cells on a plastic substrate.The company said its CIGS PV modules have been certified as capable of receiving beamed power. This method uses electromagnetic waves to transmit energy through space.While Ascent Solar developed and delivered its beamed-power CIGS PV module within a month, its potential customer has sought further design enhancements.“As interest grows for power beaming and space-based solar power, our thin-film PV technology will stand out as a clear solution for maximizing efficiency while mitigating the risks around solar solutions in space,” said Ascent Solar CEO Paul Warley.This nano-cap company currently has a market capitalization of $2.37 million, and its stock is currently close to its 52-week low of $1.50.Retail sentiment on Stocktwits around Ascent Solar soared, rising further in the ‘extremely bullish’ territory. Message volumes similarly spiked to ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:647/144;" src="https://news.stocktwits-cdn.com/ASTI_retail_sentiment_jpg_bd50cb64fb.webp" alt="ASTI retail sentiment.jpg" width="647" height="144"><figcaption>ASTI sentiment and message volume March 28, 2025, as of 2 am ET | Source: Stocktwits</figcaption></figure>One user said the stock’s performance in the pre-market session on Friday will be “interesting.”<stembedurl>https://stocktwits.com/ibaian/message/609520232</stembedurl>Another expressed caution about the stock’s low float, but noted that they will keep an eye on its performance on Friday.<stembedurl>https://stocktwits.com/Learningtoretire/message/609513948</stembedurl><a href="https://stocktwits.com/symbol/ASTI">Ascent Solar’s stock</a> has lost over 45% of its value year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/amat-stock-edges-up-on-upgrade-over-low-china-exposure/chJ3Ge7RbEm">Applied Materials Stock Edges Up On Upgrade Over Low China Exposure, Attractive Multiples: Retail Turns Bullish</a>

Robotic arm works on the production line of solar panels at a workshop.

Ascent Solar Receives Order For Advanced Space Module Redesign, But Stock Declines: Retail Sentiment Soars

The company said its CIGS PV modules have been certified as capable of receiving beamed power. This method uses electromagnetic waves to transmit energy through space.

Ascent Solar Technologies, Inc. engages in the design, development, and manufacture of solar technology and power solutions for remote locations and extreme environments. It integrates photovoltaic modules into a variety of applications such as aerospace, defense, transportation, and electronic products. The company was founded by Mohan S. Misra and Joseph H. Armstrong on October 18, 2005 and is headquartered in Thornton, CO.

Ascent Solar Technologies Inc

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