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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weak fourth-quarter outlook after its earnings report, compounded by PC-market softness and analyst downgrades, is driving a steep selloff. Traders are divided between calling the drop an overreaction and buying the dip, and warning that the guidance reset and business challenges could leave more downside.

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 after a sharp selloff despite beating quarterly estimates, raising its outlook and announcing an 8-for-1 stock split. Traders are split between viewing the decline as broader tech-sector selling and an overreaction, and worrying that slowing growth and NAND pricing may signal a cyclical peak.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits post-earnings selloff reflects concerns that declining Google search referrals, weaker-than-expected user growth, and a softer revenue outlook could pressure future growth; the planned shift toward a logged-in experience adds uncertainty about traffic and engagement. Traders are divided between viewing the drop as an overreaction to an earnings beat and seeing the traffic and user trends as a threat to the business model.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results put heavy AI infrastructure spending and negative free cash flow at the center of discussion, despite accelerating AWS growth. Traders are split between concerns that returns may lag and dip-buyers pointing to cloud demand, while many note the stocks rebound from its post-earnings lows.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure in a tech-wide selloff tied to Intels weak outlook and investor concerns that rising Big Tech AI spending may not deliver returns quickly enough. Traders are split between expecting further losses and treating the decline as an oversold buying opportunity.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TGTX is drawing attention after a sharp rally and breakout, with traders speculating about a possible buyout and short covering; some connect the takeover talk to Novartiss weaker BTK results, but no deal is confirmed. Others point to upcoming earnings and BRIUMVIs growth and subcutaneous-development prospects as reasons for optimism, while debating whether the move reflects fundamentals or takeover hopes.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CRMD is under pressure after DaVitas CFO said the variable reimbursement contribution largely tied to DefenCath is expected to fall significantly after Q1 2027 and remain low or decline, fueling concern about the products commercial outlook. Traders debate whether DaVitas preliminary modeling signals weaker DefenCath economics or may be offset by utilization and updated payments; some also point to retrospective Fresenius data that found no significant difference versus ClearGuard.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Weak Intel guidance and PC demand, alongside broader tech-earnings and AI-spending concerns, have pressured semiconductor shares and amplified losses in SOXLs 3x leveraged exposure. Traders are split between buying the dip and expecting a rebound versus warning that the selloff may continue.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is drawing attention after a reported major Binance security breach sparked a crypto selloff and raised concerns about exchange security and possible forced selling. Traders are divided between seeing the drop as an overreaction and buying opportunityoften noting the exchange, not Bitcoins protocol, was compromisedand warning that losses and broader risk-off pressure could bring further downside.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Reports of Marvell being in advanced talks to acquire Lumentum are driving attention, with traders concerned that the large deal could require substantial share dilution or debt. The strategic fit in AI data-center optics draws some long-term support, but the talks remain unconfirmed and many view the potential cost as a near-term risk.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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Howard Hughes vs. Brookfield: Which Stock Offers Better Value Today?

HHH and BN offer diversified growth opportunities, but their earnings momentum, capital strength and investment risks set them apart.

Kentucky Could Go From Zero Reactors To America's Biggest Nuclear Plant

Kentucky Could Go From Zero Reactors To America's Biggest Nuclear Plant

 The Nuclear Company (TNC) unveiled plans on October 21st for Prosperity One, a campus on the Ohio River in Lewis County, Kentucky, with room for up to six Westinghouse AP1000 reactors.

At roughly 6.6 GW, a fully...

Brookfield, NextEra To Build $100 Billion AI Hub On Cold War Nuclear Site

Brookfield, NextEra To Build $100 Billion AI Hub On Cold War Nuclear Site

 Authored by Alex Kimani via OilPrice,

The U.S. Department of Energy (DoE) has announced a landmark $100-billion private investment to turn the former uranium enrichment site in Western Kentucky into the new...

Bloom Energy vs. Vertiv: Which AI Infrastructure Stock Is the Better Buy After the Pullback?

Key PointsBloom Energy's expanding partnerships with Oracle and Brookfield Asset Management position it as a direct play on the AI power bottleneck...

Full Transcript: Brookfield Asset Mgmt Q2 2026 Earnings Call

Brookfield Asset Mgmt (NYSE:BAM) released second-quarter financial results and hosted an earnings call on Wednesday. Read the complete transcript below.
Benzinga APIs provide real-time access to earnings callread more...

Canada Has The Nuclear Technology. Why Buy The Dependency?

Canada Has The Nuclear Technology. Why Buy The Dependency?

 Saskatchewan's recent announcement envisages two large reactors supplying more than 2,000 MW in the northwest, potentially starting in 2042, plus at least 600 MW from small modular reactors near Estevan.

The ambition makes...

What Michael Milken Would See In AI Chip Financing

What Michael Milken Would See In AI Chip Financing

 Authored by Patrick Feeley via Substack,

Very few people in the AI financing debate are reading the deals like a credit trader would. We have had a week of headlines about who is raising what. Amazon is moving $8 billion of chips...

The Commercial Real Estate Crash Is Moving From Paper Losses To Realized Losses

The Commercial Real Estate Crash Is Moving From Paper Losses To Realized Losses

 The great commercial real estate waiting game may finally be running out of time, according to Bloomberg.

For years after Covid fundamentally changed how Americans use office space, lenders and property...

Oversold Conditions For Brookfield Asset Management (BAM)

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me...

3 Reasons to Buy Brookfield Renewable Before September Ends

Key PointsBrookfield Renewable is scheduled to report third-quarter earnings in November...

Brookfield Corp. engages in the management of public and private investment products and services. It operates through the following business segments: Asset Management, Wealth Solutions, Renewable Power and Transition, Infrastructure, Private Equity, Real Estate, and Corporate Activities. The Asset Management segment includes managing long-term private funds, perpetual strategies, and liquid strategies. The Wealth Solutions focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products, and tailored capital solutions. The Renewable Power and Transition segment includes the ownership, operation, and development of hydroelectric, wind, and utility-scale solar power generating assets, distributed energy, and sustainable solutions. The Infrastructure segment comprises the ownership, operation and development of utilities, transport, midstream, and data Assets. The Private Equity segment covers a range of industries, and is mostly focused on ownership and operations in the business services and industrials sectors. The Real Estate segment includes the ownership, operation and development of core and transitional and development investments, including residential development properties. The Corporate Activities segment includes the investment of cash and financial assets. The company was founded in 1899 and is headquartered in Toronto, Canada.

Brookfield Corporation - Ordinary Shares - Class A

Why Is BE Stock Surging Over 7% In Overnight Trading?

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>The new partnership increases funding from $5 billion to $25 billion, the company said in a statement.&nbsp;</li><li>Brookfield’s global leadership in AI infrastructure development, access to capital, and operating scale will aid Bloom’s growth of a deployable on-site power platform.&nbsp;</li><li>Brookfield’s AI Infrastructure Fund, launched in November 2025, has a target to deploy $100 billion toward AI buildouts globally and the expanded partnership with Bloom indicates 25% of the targeted funding allotment.</li></ul>Shares of Bloom Energy Corp. (BE) surged more than 10% at close on Tuesday and continued to climb by over 7% in the overnight session after it announced an expanded partnership with global investment firm Brookfield.The new partnership increases funding fivefold, from $5 billion to $25 billion, since October 2025, the company said in a statement.<h2 class="st-heading-2">What Does This Mean For Bloom Energy?</h2>The additional financing will help grow the fuel cell partnership globally and reflects the growing demand from hyperscalers and AI infrastructure developers for Bloom Energy’s power supply.Brookfield’s global leadership in AI infrastructure development, access to capital, and operating scale will aid Bloom’s growth of a deployable on-site power platform.“When we formed this partnership, we said it was the first phase of a much larger vision,” Aman Joshi, Chief Commercial Officer of Bloom Energy, said. &nbsp;“Today’s commitment reflects the momentum we are seeing in the market, as evidenced by recently announced large-scale deals. Bloom is uniquely positioned to address the urgent need for clean, reliable power to support the rapid growth of AI. We are pleased with our partnership with Brookfield and look forward to deepening our collaboration on large projects.”<h2 class="st-heading-2">Brookfield’s Growing AI Investments</h2>Brookfield’s AI Infrastructure Fund, launched in November 2025, has a target to deploy $100 billion toward AI buildouts globally. The investment firm’s strategy focuses on investing in large AI factories, power solutions, compute infrastructure, and strategic capital partnerships.The expanded partnership indicates 25% of the targeted funding allotment to Bloom Energy. “Scaling our commitment with Bloom Energy reflects both the strength of this partnership and the conviction behind our broader AI infrastructure strategy, including integrated compute,” said Sikander Rashid, Head of AI Infrastructure at Brookfield.Beyond its investment in Bloom, Brookfield has invested in Radiant, an Nvidia-backed AI infrastructure platform, and committed up to $30 billion in combined AI infrastructure investments through partnerships in France and Sweden to support national AI initiatives, among other avenues.<h2 class="st-heading-2">BE Stock: Retail Stance</h2>On Stocktwits, retail sentiment around BE stock jumped from “bullish” to “extremely bullish” territory over 24 hours amid “extremely high” message volumes.One bullish user said, “A game changing existing $5 billion deal from last year becomes a $25 billion deal 7 months later. This is an epic piece of business. This is evidence (like we needed it at this point) that $BE can deliver. And the current valuation, of course, will now be reevaluated by the street. This stock has a long was to go.”<stembedurl>https://stocktwits.com/Knicks2026/message/657981585</stembedurl>Another bullish investor said that the company is “still undervalued.”<stembedurl>https://stocktwits.com/cloudforever/message/657984654</stembedurl><a href="https://stocktwits.com/symbol/FCEL">BE stock</a> has more than tripled in value so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/pulling-a-bloom-fcel-stock-monster-quarter-rally-has-retail-comparing-it-to-be-playbook/cZ1Qe1WR7i7">‘Pulling A Bloom’? FCEL Stock’s Monster Quarter Rally Has Retail Comparing It To BE’s Playbook</a>

A smartphone displays the logo of Bloom Energy Corporation. (Photo illustration by Cheng Xin/Getty Images)

Bloom Energy announced on Tuesday that it had expanded its funding partnership with global investment firm Brookfield, effective October 2025. 

Bloom Energy Corp - Ordinary Shares - Class A

Brookfield Corporation

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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