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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 experiencing intense volatility and downward pressure after Marvell canceled its purchase orders, citing a confidentiality breach caused by the CFO's recent public commentary. Community members are deeply divided between long-term bulls who believe in the company's underlying photonics technology and frustrated investors who are calling for management accountability and questioning the firm's transparency after news of the cancellation was delayed.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending as investors grapple with persistent downward pressure and concerns over potential dilution, despite the company's focus on its upcoming mid-size vehicle platform and continued financial backing from key institutional partners. Community sentiment remains sharply divided between long-term bulls highlighting the company's technical product advantages and skeptics who fear further share price erosion and the threat of bankruptcy or restructuring.

Erasca, Inc. is a clinical stage precision oncology company. It focuses on discovering, developing, and commercializing therapies for patients with RAS/MAPK pathway-driven cancers. It has assembled a wholly owned or controlled RAS/MAPK pathway focused pipeline comprising modality-agnostic programs. The company was founded by Jonathan E. Lim and Kevan Shokat on July 2, 2018 and is headquartered in San Diego, CA.

Erasca Inc

Erasca (ERAS) is facing significant market volatility following an 8-K filing that disclosed a Grade 5 fatality, raising investor concerns regarding potential FDA clinical holds and long-term asset viability. Community sentiment is deeply polarized, with critics warning of toxic data and potential bankruptcy, while some long-term holders dismiss the reaction as an over-correction and advocate for buying the dip.

Moolec Science SA engages in the development and production of science-based food ingredients. Its products include pet food, animal feed, and dietary supplements. It operates through the following segments: Seed and Integrated Products, Crop Protection, Crop Nutrition, and Emerging Solutions. The company was founded by Gastón Paladini, Henk Hoogenkamp, and Martin Salinas in 2020 and is headquartered in George Town, Cayman Islands.

Moolec Science SA

Moolec Science is currently the focus of heavy social media speculation and high volatility, with traders highlighting its extremely small float and high borrowing costs as catalysts for potential short-squeeze setups. The community remains deeply divided, balancing excitement over proprietary molecular farming breakthroughs against strong warnings regarding the stock's history of reverse splits and significant cash burn.

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DENT

DENT is currently capturing community attention as investors debate its potential for a breakout, with many highlighting its utility in the mobile data space and active development as catalysts for future growth. The community sentiment remains polarized, featuring a mix of long-term holders waiting for a significant price movement and vocal skeptics labeling the asset as a speculative pump-and-dump opportunity.

Lightwave Logic, Inc. is a development stage company which engages in the commercialization of electro-optic photonic devices. The firm offers the P2ICTM technology platform which uses in-house proprietary organic polymers. Its products include electro-optical modulation devices and proprietary polymer photonic integrated circuits. The company was founded on June 24, 1997 and is headquartered in Englewood, CO.

Lightwave Logic Inc

Lightwave Logic is trending as investors bet on the commercial viability of its proprietary Perkinamine polymer technology, which is seen as a key solution for high-speed, energy-efficient data center and AI connectivity. Community discussions are heavily focused on the company's potential to displace legacy materials in hyperscale environments, with significant excitement surrounding upcoming industry milestones and partnerships.

Intellia Therapeutics, Inc. is a clinical stage genome editing company, which engages in the development of curative therapeutics using the CRISPR/Cas9 system. Its CRISPR/Cas9 system transforms medicine by both producing therapeutics that permanently edit and/or correct disease-associated genes in the human body with a single treatment course, and creates engineered cells that can treat oncological and immunological diseases. The company was founded by Andrew May, Luciano Marraffini, Rodolphe Barrangou, Nessan Bermingham, Rachel Haurwitz, Erik Sontheimer, Jennifer Doudna, and Derrick Rossi in May 2014 and is headquartered in Cambridge, MA.

Intellia Therapeutics Inc

Intellia Therapeutics is currently at the center of intense market attention following the release of positive Phase 3 data for its gene-editing therapy and the initiation of a rolling FDA filing. The stock is experiencing extreme volatility as retail investors debate the significance of the clinical results and the implications of a subsequent common stock offering, while the community remains sharply divided over the potential for a short squeeze given the high short interest.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is trending as the community highlights the recent completion of point-to-point electric air taxi demonstration flights in New York City, which serves as a major real-world proof point for urban air mobility. Investors are actively debating the company's transition from prototype testing to infrastructure integration, with sentiment split between those focused on long-term growth catalysts and those concerned by ongoing execution challenges and stock price volatility.

Rambus, Inc. engages in the provision of cutting-edge semiconductor and Internet Protocol products, spanning memory and interfaces to security, smart sensors and lighting. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in Sunnyvale, CA.

Rambus Inc.

Rambus Inc. (RMBS) is currently trending as investors weigh mixed quarterly results against the stock's significant long-term potential in AI and data center memory architecture. The community remains divided, with some traders focused on recent volatility and earnings-related sell-offs, while long-term bulls emphasize institutional confidence and the companys pivotal role in the semiconductor supply chain.

X-Energy, Inc. operates as an energy company The firm focuses on modular nuclear reactors and fuel technology for clean energy generation. The company was founded by Kam Ghaffarian and Eben Mulder on 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-energy Inc

X-energy is generating significant investor buzz following its recent IPO, fueled by strong backing from major players like Amazon and interest in its role within the burgeoning AI data center power narrative. The community is actively debating the company's valuation and long-term execution capabilities compared to other nuclear-sector peers.

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<ul class="summary-bullets"><li>Project Jupiter, a $1.5 billion AI data center in the El Paso–Juárez Borderplex, will run on Bloom’s fuel cells.</li><li>Bloom’s fuel cells produce power without burning fuel, cutting emissions and water use.&nbsp;</li><li>Barclays increased its price target on Bloom Energy to $177 from $153 ahead of first-quarter earnings.</li></ul>Bloom Energy (BE) stock gained nearly 3% in overnight trading late Monday as the company emerges as a key supplier of advanced artificial intelligence infrastructure amid demand for reliable power outpacing traditional grid capabilities.On Monday, Oracle (ORCL) and BorderPlex Digital Assets confirmed that Oracle's Project Jupiter campus in Doña Ana County will run entirely on Bloom Energy's fuel cells.<h2 class="st-heading-2">BE’s Fuel Cells Take Center Stage In AI Expansion</h2>Project Jupiter, a $1.5 billion AI data center in the El Paso–Juárez Borderplex area, will be powered by Bloom’s fuel cells. The updated plan removes earlier ideas of using gas turbines and diesel generators and instead runs everything through a single shared microgrid.&nbsp;Bloom’s fuel cells generate electricity without burning fuel, which helps reduce pollution and save water. Oracle expects nitrogen oxide emissions to fall by about 92%, and the facility will use very little water because of its cooling design.&nbsp;Once centered on supplying energy solutions to commercial buildings and institutions, Bloom Energy is now aligning itself with the fast-growing AI infrastructure sector. With a multi-year scope, the Project Jupiter contract is likely to provide consistent, predictable revenue over the long term.<blockquote>“Bloom’s fuel cell technology will power what is expected to be one of the largest data center microgrids operating in the United States at the time of completion.”-Aman Joshi, chief commercial officer, Bloom Energy</blockquote><h2 class="st-heading-2">ORCL Commits To Cover Energy Costs&nbsp;</h2>Oracle said it will cover the project’s power costs, aiming to prevent any increase in local electricity bills or added strain on the grid.&nbsp;“Our energy solution not only dramatically reduces water use, it is also cleaner, quieter, and helps protect electricity rates for local residents. This is a model that can be replicated across America—it is digital power for the digital age,” said Joshi.&nbsp;The latest update is part of an expanded partnership between Bloom Energy and Oracle, announced on April 13, under which the latter plans to purchase up to 2.8 gigawatts of Bloom’s fuel cell systems for its AI and cloud infrastructure.Additionally, on Monday, Barclays increased its price target on Bloom Energy to $177 from $153 ahead of first-quarter earnings, while reiterating an ‘Equal Weight’ rating. The firm pointed to stronger commercial traction but flagged concerns that the stock’s current pricing already reflects optimistic growth expectations.Bloom will report its fiscal Q1 earnings on Tuesday, with analysts expecting revenue of $540 million and earnings per share of $0.13, according to Fiscal AI data.&nbsp;BE stock has gained 170% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/etn-gev-nee-pwr-vrt-stocks-stand-to-gain-after-us-flags-power-grid-as-defense-priority/cZBN1XwRe2m">ETN, GEV, NEE, PWR, VRT Stocks Stand To Gain After US Flags Power Grid As Defense Priority</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Bloom Energy logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

BE Stock Jumps Overnight: Oracle’s Massive AI Campus Embraces Bloom’s Fuel Cell Power 

Oracle’s Project Jupiter facility in Doña Ana County will be fully powered by Bloom Energy’s fuel cell technology.

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Oracle’s Project Jupiter facility in Doña Ana County will be fully powered by Bloom Energy’s fuel cell technology.


Bloom Energy (NYSE:BE) Trading Up 1.6% - Still a Buy?

Bloom Energy (NYSE:BE) Shares Up 1.6% - Still a Buy...

Bloom Energy Stock Jumps After The Bell: Here's Why

Bloom Energy shares are rising in after hours Monday after Oracle announced it will use Bloom Energy fuel cells for Project Jupiter.read more...

Should You Buy, Sell or Hold Bloom Energy Ahead of Q1 Earnings?

BE heads into first-quarter 2026 earnings with a record backlog and demand for clean, on-site power, boosting the outlook.

Is Bloom Energy Stock Set to Break Out Before Its April 28 Earnings?

Key PointsBloom Energy stock has skyrocketed, driven by increasing demand for energy from AI data centers...

Bloom Energy Corporation $BE Shares Sold by Huntleigh Advisors Inc.

Huntleigh Advisors Inc. decreased its position in shares of Bloom Energy Corporation (NYSE:BE - Free Report) by 54.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,101 shares of the company's stock...

Bloom Energy Has Made Early Investors Rich. Can It Do It Again?

Key PointsBloom Energy has delivered a 9.5x gain since its 2018 IPO and is up more than 13x over the last 12 months...

NBC Securities Inc. Decreases Stock Position in Bloom Energy Corporation $BE

NBC Securities Inc. decreased its holdings in Bloom Energy Corporation (NYSE:BE - Free Report) by 38.2% during the fourth quarter, according to the company in its most recent disclosure with the...

Kercheville Advisors LLC Raises Position in Bloom Energy Corporation $BE

Kercheville Advisors LLC boosted its position in Bloom Energy Corporation (NYSE:BE - Free Report) by 59.7% during the 4th quarter, according to the company in its most recent disclosure with the...

Broad Peak Investment Advisers Pte Ltd Takes $17.55 Million Position in Bloom Energy Corporation $BE

Broad Peak Investment Advisers Pte Ltd bought a new stake in Bloom Energy Corporation (NYSE:BE - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the...

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$0.12	--	--	N/A
Q4 '25	$0.31	$0.45	46.68%	BEAT
Q3 '25	$0.10	$0.15	54.44%	BEAT
Q2 '25	$0.01	$0.10	583.34%	BEAT
Q1 '25	-$0.07	$0.03	143.06%	BEAT

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