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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 Energys quarterly results beat expectations and it raised its full-year outlook, but shares fell sharply anyway. Traders debated whether stretched valuation, negative operating cash flow and broader selling in AI-related stocks outweighed the strong results.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

A reported early leak of Phase 3 results for Moderna and Mercks personalized melanoma vaccine triggered a sharp selloff, even though the combination showed a benefit versus Keytruda alone. Traders debate whether the data fell short of expectations after the stocks run-up or whether the market overreacted to encouraging results, driving volatile rebound and further-decline speculation.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digitals strong quarterly results and upbeat guidance are drawing attention, but the shares have fallen despite the report. Traders are debating whether the reaction reflects broader AI and storage-sector selling and concerns about cyclical demand and future supply, or an overdone selloff against resilient data-center demand.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A sharp Nasdaq and technology selloff has put QQQ in focus, as traders cite worries about AI spending returns and credit exposure alongside elevated oil prices tied to Iran tensions. Bearish calls for further losses are met by dip-buyers looking for a rebound, leaving debate over whether the decline is a broader correction or a buying opportunity.

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Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention after a sharp semiconductor-sector selloff, amplified by its 3x daily leverage, amid broader tech weakness, rising oil prices, and concerns about financing for AI data-center expansion. Traders disagree over whether the move signals an AI-bubble unwind or an oversold dip-buying opportunity, with many watching for a rebound while others expect further losses.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples unusual resilience near record highs despite broader tech-market weakness is driving discussion, with bullish traders calling it a defensive safe haven and bears arguing the strength is overextended or driven by flows and could fade. iPhone Duo launch-demand chatter and earnings anticipation add to the debate, but the dominant focus is the stocks decoupling from the wider market.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias Q3 results beat expectations, but shares sold off sharply as traders focused on a lower free-cash-flow conversion outlook, higher restructuring costs, and managements warning about structural supply-chain cost inflation. Bulls call the reaction an overreaction and point to AI and cloud growth, while bears remain concerned about cash generation and the outlook.

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.

Forgents CFO departure triggered a sharp selloff, with some traders speculating about undisclosed financial problems and others viewing the move as an overreaction given the internal successor. The companys announcement that first-quarter revenue and adjusted EBITDA should exceed guidance eased some concerns, but confidence and the stocks recovery remained debated.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers latest results are drawing attention after a cut to its full-year sales outlook and lower HOKA and UGG growth expectations overshadowed an earnings beat. Traders are split between focusing on the weaker outlook and backing the companys margins, buybacks, and balance sheet.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is drawing attention amid a sharp, volatile selloff across memory and AI-related stocks, with traders debating Chinese competition concerns and whether AI spending will sustain demand. Some see the decline as a sector-wide overreaction and are positioning around the upcoming earnings report, while others fear further downside.

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CIFR Stock Snaps 2-Day Slide After ERCOT Conditional Nod For 2 Major Data-Center Projects In Texas

Equity

Cipher Digital's Colchis site secured 1 GW of conditional baseload status, while Stingray received 100 MW.

COIN, BLSH Stocks Get Analyst Upgrades With Bitcoin Recovery, CLARITY Act Odds Lifting Crypto Outlook

Compass Point analyst Ed Engel said his base case accounted for Tuesday's CLARITY vote failing, and tokenized equities to launch anyway.

KEEL Stock On Track To Break 4-Day Rally: PowerSecure AI Data Center Deal Fails To Prevent Pull Back

With the support of a 2.2-gigawatt power pipeline, the deal is a part of Keel’s transition from Bitcoin mining to AI and HPC data centers.


CRCL Stock Slides Despite Analysts’ Bullish Tazapay Outlook — Deal Seen Doubling Payments Volume

Circle said the deal builds on an existing relationship with Tazapay and could help expand USDC adoption across global payment rails.

Why Is CIFR Stock Falling Despite Wellington’s Stake Increase?

CIFR stock has fallen about 44% from its July high as Texas' review of data-center projects adds a fresh regulatory overhang.


Michael Saylor’s Strategy Resumes Bitcoin Buying After 10-Week Pause – MSTR Stock Eyes Best Month Since November 2024 

Cryptocurrency

Over the past week, Strategy bought around 4,600 BTC for roughly $370 million.


MSTR Stock Gains After Strategy Sets Up $1.59B ‘USD Cash’ Pool With Bitcoin Nearing $79K 

The new pool is separate from the company’s $5.10 billion USD Reserve, which remains focused on preferred dividends and interest on debt.


Coinbase CEO Says Crypto 'On The Cusp' Of Next Bull Market, Expects Trump Ethics Offer To Help Advance CLARITY Act

In an interview with CNBC, Brian Armstrong said he is “pretty optimistic” that the CLARITY Act will receive more than 60 votes in the Senate in September.


Michael Saylor's MSTR Opens Its Bitcoin Credit Playbook To Investors Amid BTC Selling Spree

Strategy launched a public Bitcoin Credit model showing how its BTC holdings cover debt and preferred stock obligations.


RIOT Stock Gains After ‘Transformational’ Anthropic Deal Wins Wall Street Confidence

Riot Platforms secured a 20-year, $9.1 billion colocation agreement covering 191 MW of AI data center capacity at its Rockdale campus in Texas.


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Bearish Sentiment

<ul class="summary-bullets"><li>Cipher Digital shares rose over 14% after a Texas grid update on 3.2 GW of projects.</li><li>The company said that the final designation will come in December after a state-ordered audit.</li><li>Cipher Digital, along with FluidStack and Anthropic, pledged $10 million to repair Colorado's city water system.</li></ul>Cipher Digital Inc.'s (CIFR) shares jumped in the morning on Wednesday after the company said the Electric Reliability Council of Texas (ERCOT) gave it a conditional nod to move ahead with its data-center projects&nbsp;in the state.Under Batch Zero, ERCOT's new procedure for large grid connections,&nbsp;two of Cipher’s projects were given conditional classifications. The company first revealed the 3.2 Gigawatt (GW) figure last week, but did not identify the sites. On Tuesday, it released the site-by-site breakdown on its&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CipherInc/status/2099954708446064826">X</a> account.<figure class="image"><a class="st-link-external" href="https://x.com/CipherInc/status/2099954708446064826" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_16_at_11_20_30_AM_4bf31e4580.png" alt="Screenshot 2026-09-16 at 11.20.30 AM.png" width="404" height="703"></a><figcaption>Source: @CipherInc/x</figcaption></figure><a href="https://stocktwits.com/symbol/CIFR">CIFR stock</a> was up over 15% in morning trade,&nbsp;snapping a two-day losing streak. On Stocktwits, retail sentiment around CIFR remained in the ‘bearish’ zone, accompanied by ‘low’ chatter levels over the past day<h2 class="st-heading-2">Cipher Secures 1.1 GW Base-Load Capacity, 2.1 GW Under Conditional Study</h2>1.1 GW was given conditional base-load status, according to Cipher. This comprises 100 megawatts (MW) at&nbsp;the&nbsp;Stingray site and 1 GW at Colchis. Because ERCOT's grid study regards that capacity as established, base-load status is important.&nbsp;The remaining 2.1 GW was categorized as a load under conditional study. It includes 500 MW at Mikeska, 900 MW at Apollo, 200 MW at Stingray Phase II, and 500 MW at McLennan.According to Cipher, the combined 807 MW of its Barber Lake, Black Pearl, and Odessa sites are already operational. Its 270 MW Reveille and Ulysses sites have been given the go-ahead to connect to the grid.&nbsp;Following the audit, the company stated that it will release the final designations in December.In August, Texas Governor Greg Abbott issued an order to audit data center projects involved in ERCOT's interconnection process. As sentiment shifted amid the review,<a href="https://stocktwits.com/news-articles/markets/equity/why-is-cifr-stock-falling-despite-wellington-s-stake-increase/cZsA8uVRJuF"> CIFR dropped</a>&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-cifr-stock-falling-despite-wellington-s-stake-increase/cZsA8uVRJuF">roughly 44%</a> from its July peak.&nbsp;The classifications do not set power-on dates and are not authorized to connect to the grid.<h2 class="st-heading-2">Cipher Supports Texas Water Fix</h2>The company, in partnership with Fluidstack and Anthropic (ANTHZZX), pledged $10 million&nbsp;earlier this week&nbsp;to restore and expand the water system in Colorado City, Texas. The money will go through the newly formed Colorado City Water Infrastructure Foundation. They will fund basic improvements that city leaders identified after this summer's water shortages. Fluidstack and Anthropic are tenants in Cipher’s Barber Lake data center near the city.&nbsp;“Being a good neighbor means showing up for the issues that matter most to the communities where we operate, even when those issues predate us," CEO Tyler Page said.Read also:<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/zec-outpaces-bitcoin-as-zcash-holders-vote-to-keep-btc-style-halvings/cZtYSxIRBPc"> ZEC Outpaces Bitcoin As Zcash Holders Vote To Keep BTC-Style Halvings</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, the Cipher Mining logo is seen displayed on a smartphone screen.

CIFR Stock Rebounds After ERCOT Conditionally Clears 3.2 GW Of Data-Center Capacity 

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