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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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Constellation Energy Raises 2026 Earnings Outlook After Q3 Beat — CEO Highlights Growing Demand For Reliable Power

A stronger-than-expected quarterly report and raised full-year outlook are driving CEGs sharp rebound, with traders cheering the beat while debating whether the rally can hold. Some also point to demand for reliable nuclear power from AI data centers as longer-term support, while noting that part of the growth reflects the Calpine addition.

CEG Stock Is On Track To Reverse Last Week's Losses: Here's Why This Analyst Sees An Upside Of 29%

Equity

CIBC raised the price target on Constellation Energy to $346 from $343 and kept an ‘Outperform’ rating on the shares.

Constellation Q3 Earnings Call Highlights Long-Term Nuclear Contracts

CEG raises its 2026 earnings outlook as long-term nuclear contracts, capacity expansion and data-center demand strengthen earnings visibility.

Constellation Energy (CEG) Q3 2026 Earnings Call Transcript

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Key Events This Week: CPI, PPI, Fed Speakers Galore And The End Of Earnings Season

Key Events This Week: CPI, PPI, Fed Speakers Galore And The End Of Earnings Season

 Having dispensed with the October jobs report, which came in red hot and above all Wall Street estimates, yet the market seems rather unfazed by the prospect of more rate hikes, we now move on from...

Dow Jumps Over 600 Points; Constellation Energy Posts Upbeat Earnings

U.S. stocks rallied Monday, led by tech and consumer discretionary shares. Constellation Energy beat Q3 estimates; oil fell while gold rose.read more...

Jensen Huang News Dominates Morning Headlines

Shares of the world's largest corporation by market cap are down -6% on the news that NVIDIA CEO Huang had an affair with a Chinese spy.

CEG Q3 Earnings Beat on Calpine, Strong Commercial Performance

Constellation's third-quarter 2026 earnings surge 66.4%, fueled by Calpine and strong commercial performance, prompting higher full-year guidance and expansion plans.

CFO Shane Smith said strong quarterly results prompted a second increase to the 2026 earnings guidance midpoint, highlighting nuclear uprates, the Rhode Island acquisition and share repurchases as key capital allocation priorities.

Futures Rise As Dip Buyers Shrug Off Jensen's Spy Scandal, Oil Slides On Iran Hopes

Futures Rise As Dip Buyers Shrug Off Jensen's Spy Scandal, Oil Slides On Iran Hopes

 US futures are higher as dip buyers return after the S&P's worst week since April 2025, oil extends its biggest weekly drop since April 2020 on Iran diplomacy hopes, and the market decides that Jensen...

Constellation Energy Corporation (CEG) Beats Q3 Earnings and Revenue Estimates

Constellation Energy Corporation (CEG) delivered earnings and revenue surprises of +29.74% and +11.53%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

$CEG Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $5.06 up 66.45% YoY
• Reported revenue of $9.55B up 45.36% YoY
• Constellation raised the midpoint and narrowed its full-year Adjusted (non-GAAP) Operating Earnings guidance range to $12.50-$12.80 per share, raising the midpoint for the second time this year.

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Constellation Energy Corporation

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $5.06 up 66.45% YoY
• Reported revenue of $9.55B up 45.36% YoY
• Constellation raised the midpoint and narrowed its full-year Adjusted (non-GAAP) Operating Earnings guidance range to $12.50-$12.80 per share, raising the midpoint for the second time this year.

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Stocktwits Earnings

• Reported GAAP EPS of $5.06 up 66.45% YoY
• Reported revenue of $9.55B up 45.36% YoY
• Constellation raised the midpoint and narrowed its full-year Adjusted (non-GAAP) Operating Earnings guidance range to $12.50-$12.80 per share, raising the midpoint for the second time this year.

Constellation cited unfavorable interest and nuclear PTC portfolio; September cash and equivalents were $603M with $19.04B long-term debt, and RISEC's closing remains subject to regulatory approvals.

Constellation raised full-year earnings guidance, entered long-term customer agreements supporting nuclear capacity investment and expansion, and signed Peak+s 20-year, 270-MW existing-fleet agreement beginning in 2028.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Bullish Sentiment

<ul class="summary-bullets"><li>The analyst said the company reported strong Q3 results, citing "impressive" fleet availability.&nbsp;</li><li>CIBC added that Constellation's recent contracting activity improves its earnings visibility and provides greater support for the value attributed to its nuclear fleet.</li><li>According to Koyfin data, the 12-month average price target on CEG stock is $337.90, implying an upside of more than 26%.&nbsp;</li></ul>Shares of Constellation Energy Corp. (CEG) edged higher in the overnight session late Tuesday and are on track to post gains this week after closing in the red last week.&nbsp;Earlier this week, the company posted better-than-expected&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/constellation-energy-raises-2026-earnings-outlook-after-q3-beat-ceo-highlights-growing-demand-for-reliable-power/cNGrQIqR9ew">third-quarter (Q3) results</a> and raised its full-year 2026 adjusted operating earnings guidance for the second time this year.Wall Street is turning bullish on the stock, with CIBC raising its target following the company's impressive Q3 results.&nbsp;<h2 class="st-heading-2">How Much Upside Does Wall Street See In CEG Stock?</h2>According to The Fly, CIBC raised the price target on Constellation Energy to $346 from $343 and kept an ‘Outperform’ rating on the shares. The revised target implies an upside of more than 29% from the stock’s last close.The analyst said the company reported strong Q3 results, citing "impressive" fleet availability, and added that Constellation's recent contracting activity improves earnings visibility and provides greater support for the value attributed to its nuclear fleet.As per data from Koyfin, the 12-month average price target on CEG stock is $337.90, implying an upside of more than 26%.&nbsp;Of the 25 analysts covering the stock, 20 have a ‘Buy’ or higher rating on the company’s shares, while five have a ‘Hold’ rating.&nbsp;<h2 class="st-heading-2">CEG Stock: Q3 Snapshot</h2>The American energy company reported Q3 adjusted operating earnings of $5.06 per share, compared with $3.04 in the previous year’s comparable quarter. The figure also beat analyst estimates of $3.89.&nbsp;Meanwhile, revenue increased 45.4% year-over-year to $9.55 billion from $6.57 billion, also exceeding Wall Street expectations.&nbsp;The company raised the midpoint and narrowed its full-year 2026 adjusted operating earnings guidance to $12.50 to $12.80 per share, compared with its previous range of $11.50 to $12.50 per share.<h2 class="st-heading-2">What’s Retail Saying About CEG Stock?</h2>On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/CEG">CEG stock</a> was ‘bullish’ at the time of writing amid ‘high’ message volumes.&nbsp;One user&nbsp;<a href="https://stocktwits.com/4th_industrial_revolutn/message/668661814">said</a>, “$CEG Calpine gas power deals + nuclear deals look promising.”Another user&nbsp;<a href="https://stocktwits.com/Arcides/message/668644658">said</a>, “$CEG two days ago was like dead, with today bounce is another picture..lets see if consolidates..”CEG stock is down nearly 24% in 2026.For updates and corrections, email newsroom[at]stocktwits[dot]com.

logo of Constellation Energy Corporation in front of a screen showing the company's colorful brand logo on August 7, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

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?

Do you think Jensen Huang will be removed as Nvidia’s (

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