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DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

DoorDash Inc - Ordinary Shares - Class A

Instacarts reported exploration of a sale and preliminary talks with DoorDash and Uber have traders weighing whether DoorDash could bid for the grocery-delivery rival; no deal is confirmed, and some question the acquisitions value and regulatory hurdles as DASH shares fall.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo shares sold off sharply after MaxLinear outlined plans to target the 1.6T active electrical cable market, where Credo is viewed as dominant, raising concerns about future competition. Traders are divided over whether the threat warrants the selloff or whether Credos incumbent position and expanding AEC demand can support continued growth, with some viewing the decline as a buying opportunity.

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 quarterly results beat expectations, with strong AI and cloud demand, but shares sold off sharply as investors focused on weaker free-cash-flow guidance, higher restructuring costs, and supply-chain pressures. Traders are divided between viewing the drop as an overreaction and seeing cash conversion concerns as a reason for further downside, while bargain buyers point to a rebound.

American Express Co. engages in the provision of card-issuing, merchant-acquiring, and card network businesses. Its products and services include credit cards, business credit cards, corporate programs, gift cards, savings accounts and CDs, and the American Express App. It operates through the following segments: the United States Consumer Services (USCS), Commercial Services (CS), International Card Services (ICS), Global Merchant and Network Services (GMNS), and Corporate and Other. The USCS segment includes proprietary consumer cards and provides services to United States consumers. The CS segment offers corporate and small business cards and provides services to United States businesses. The ICS segment provides consumers, small businesses, and corporate cards outside the United States. The GMNS segment is involved in operating a global payments network that processes and settles card transactions, acquires merchants, and provides multi-channel marketing programs and capabilities, services and data analytics. The Corporate and Other segment covers corporate functions and certain other businesses and operations. It also operates through the following geographical segments: United States, EMEA, APAC, LACC, and Other. The EMEA segment represents Europe, the Middle East, and Africa. The APAC segment refers to Asia Pacific, Australia, and New Zealand. The LACC segment focuses on Latin America, Canada, and the Caribbean. The Other segment includes net costs which are not directly allocated to specific geographic regions. The company was founded by Henry Wells, William G. Fargo, and John Warren Butterfield on March 28, 1850 and is headquartered in New York, NY.

American Express Co.

American Express shares are under pressure after quarterly results beat profit expectations and the company raised its outlook, but plans to cut about 5% of its workforce as part of a restructuring dominated the reaction. Traders are split between seeing the selloff as excessive given resilient spending and stronger guidance, and focusing on the job cuts, rising expenses, and slight revenue miss.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include core, cognitive adjacencies, and cognitive networks. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista shares sharp pullback toward the 200-day moving average ahead of earnings is driving discussion, with traders watching for support and debating whether the decline is a buying opportunity or a sign of further weakness. Bullish traders point to the companys fundamentals and AI-networking demand, while others cite broad tech-market selling and caution that the stock may fall further.

Lufax Holding Ltd. operates a technology-empowered personal financial services platform. It offers personal lending and wealth management solutions. The company was founded in August 2005 and is headquartered in Shanghai, China.

Lufax Holding Ltd - ADR

Lufaxs preliminary Q3 loss warning, citing higher credit impairments and tax charges, is a central focus alongside its reverse stock split and weakness across Chinese fintech lenders. Traders disagree over whether the charges mainly reflect accounting cleanup or signal deeper credit deterioration, with the split and sector uncertainty adding to bearish sentiment.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistra is drawing attention around the Department of Energys roughly $4.2 billion financing package for nuclear-plant upgrades, against the broader thesis that AI and data-center growth will lift electricity demand. Bulls view the funding and power-demand backdrop as supportive, while skeptics note the loans conditions and added debt and debate whether the recent volatility reflects profit-taking or weakness across AI-related stocks.

CVS Health Corp. is a health solutions company, which engages in the provision of healthcare services. It operates through the following segments: Health Care Benefits, Health Services, Pharmacy and Consumer Wellness, and Corporate and Other. The Health Care Benefits segment operates as a health care benefits provider. The Health Services segment offers a full range of PBM solutions, delivers health care services in its medical clinics, virtually, and in the home. The Pharmacy & Consumer Wellness segment dispenses prescriptions in its retail pharmacies and through its infusion operations. The Corporate and Other Segment is involved in management and administrative expenses. The company was founded by Stanley P. Goldstein and Ralph Hoagland in 1963 and is headquartered in Woonsocket, RI.

CVS Health Corp

Aetnas weaker Medicare Advantage star ratings are weighing on CVS, with traders focused on fewer members qualifying for quality bonuses and the potential pressure on margins. Some see the setback as a significant headwind, while others think it may be priced in and are watching for a rebound around earnings.

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

A wave of analyst upgrades, led by Goldman Sachs, and Zeta Live announcements around its Athena AI platform and partnerships have fueled renewed bullish attention and a rally to fresh highs. Bulls see potential in AI-driven growth and upcoming earnings, while skeptics point to the sharp run-up, valuation, and risk of profit-taking.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Reports that Instacart is exploring a sale and has held preliminary talks with Uber and DoorDash have fueled speculation about a potential acquisition. Traders are divided on whether Instacart could add useful customers and delivery capabilities or become another costly deal, amid broader concern about Ubers weak share performance and robotaxi competition.

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BE Stock Slips Overnight: Bloom Energy’s Valuation In Focus Ahead Of Q3 Earnings

Equity

Bloom Energy's forward price-to-earnings ratio exceeds its peers, at 63.5x as per Koyfin data.

Zacks Investment Ideas feature highlights: Cummins, Argenx and PACCAR

Cummins, Argenx and PACCAR offer potential buying opportunities after recent pullbacks, backed by strong earnings growth, improving forecasts and long-term business drivers.

Best 3 Non-AI Stocks to Buy Now on the Dip Amid the AI Stock Selloff

Diving into three great stocks to buy at a discount and hold that are posting impressive earnings and revenue growth outside of the AI boom.

Will Generac's Free Cash Flow Outpace Its Rising Capital Needs?

GNRC expects $350 million in 2026 free cash flow despite higher capital spending, as a $1.6 billion data center backlog fuels capacity expansion.

Lucid Expands in France to Boost Customer Reach Amid Uneven Sales 

LCID plans to open its first French retail and service locations in 2027, targeting more than 16 partner sites as it seeks to expand its European presence.

Cummins Inc. Declares Quarterly Common Stock Dividend

The Board of Directors of Cummins Inc. (NYSE: CMI) today declared a quarterly common stock cash dividend of 2.20 dollars per share. The dividend is payable on December 3, 2026, to shareholders of record on November 20, 2026. About Cummins Inc. Cummins Inc., a global power leader, is committed to...

Can Generac Preserve Profitability as Data Center Sales Accelerate?

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Stellantis Bets on Affordable EVs to Rebuild European Market Share 

STLA is targeting Europe's budget EV market with a EUR 15,000 electric Citroen 2 CV planned for 2028, as it pursues a broader turnaround through 2030.

$1000 Invested In Cummins 20 Years Ago Would Be Worth This Much Today

Cummins (NYSE:CMI) has outperformed the market over the past 20 years by 5.52% on an annualized basis producing an average annual return of 14.6%. Currently, Cummins has a market capitalization of $71.90 billion.read more...

Cummins, Inc. engages in the design, manufacture, and distribution of diesel, natural gas, electric and hybrid powertrains and powertrain-related components including filtration, aftertreatment, turbochargers, fuel systems, valvetrain technologies, controls systems, air handling systems, automated transmissions, axles, drivelines, brakes, suspension systems, electric power generation systems, batteries, electrified power systems, hydrogen production technologies, and fuel cell products. It operates through the following segments: Engine, Distribution, Components, Power Systems, and Accelera. The Engine segment manufactures and markets diesel and natural gas-powered engines under the Cummins brand name, for the heavy- and medium-duty truck, bus, recreational vehicle, light-duty automotive, construction, mining, marine, rail, oil and gas, defense, and agricultural markets. The Distribution segment includes power generation systems, high-horsepower engines, heavy-duty and medium-duty engines designed for on- and off-highway use, application engineering services, custom-designed assemblies, retail and wholesale aftermarket parts, and in-shop and field-based repair service. The Components segment supplies products including axles, drivelines, brakes and suspension systems for commercial diesel and natural gas applications, aftertreatment systems, turbochargers, fuel systems, valvetrain technologies, filtration products, automated transmissions, and electronics. The Power Systems segment engages in power generation, industrial, and generator technologies. The Accelera segment designs, manufactures, sells, and supports hydrogen production technologies, as well as electrified power systems, including battery, fuel cell, and electric powertrain technologies. The company was founded by Clessie Lyle Cummins and William Glanton Irwin on February 3, 1919 and is headquartered in Columbus, IN.

Cummins Inc.

Bearish Sentiment

<ul class="summary-bullets"><li>The fuel cell manufacturer’s last 12 months price-to-earnings multiple is 255x, while peers Cummins and GE Vernova have comparable P/E multiples of 26.7x and 26x, respectively.&nbsp;</li><li>BE is expected to post its third-quarter results later this week.</li><li>As investors gear up for the print, retail sentiment around the stock slipped from ‘bullish’ to ‘neutral’ over 24 hours.&nbsp;</li></ul><p>Shares of Bloom Energy Corp. (BE) slipped more than 2% in overnight trading late on Monday ahead of its much-awaited third-quarter (Q3) earnings results, expected later this week.&nbsp;</p><p>As retail investors gear up for the print, some have flagged the company's ballooning valuation. Meanwhile, retail sentiment around the stock slipped from ‘bullish’ to ‘neutral’ over 24 hours.&nbsp;</p><h2 class="st-heading-2">Bloom Energy’s P/E Multiple Is Heavy Compared To Peers</h2><p>The fuel cell manufacturer’s last 12 months price-to-earnings multiple is 255x, according to Koyfin data. Meanwhile, peers&nbsp;<a href="https://stocktwits.com/symbol/CMI">Cummins Inc. (CMI)</a> and&nbsp;<a href="https://stocktwits.com/symbol/GEV">GE Vernova (GEV)&nbsp;</a>have comparable P/E multiples of 26.7x and 26x, respectively.&nbsp;</p><p>Bloom's forward P/E ratio also exceeds its peers, at 63.5x as per Koyfin data. Meanwhile, the forward P/E for CMI and GEV is 15.9x and 43.2x, respectively.&nbsp;</p><p>One Stocktwits user&nbsp;<a href="https://stocktwits.com/Slacklines/message/666884771">said</a>, “$BE think that PE is catching up to us.” They added that the upcoming earnings need to be “dynamite” to justify prices.&nbsp;</p><p>Another user&nbsp;<a href="https://stocktwits.com/dymaxion19/message/666870041">said</a>, “$BE As the whole "ai story" is coming apart, shouldn't this be back to about 65 by now. &nbsp; The concept of this to power exaggerated ai plans was farcical in any case.”</p><h2 class="st-heading-2">What’s BE Likely To Post In Q3?</h2><p><a href="https://stocktwits.com/news-articles/markets/equity/be-stock-earnings-week-retail-bets-pop-wall-street-strong-q3-growth/cZx8KbBRBMa">Analysts expect</a> third-quarter revenue to rise about 104% to $1.06 billion from $519.05 million in the previous year’s comparable period. Meanwhile, adjusted earnings per share are expected to increase to $0.70 from $0.15.&nbsp;</p><p>The company has also raised its full year revenue guidance to $3.9 billion to 4.2 billion, representing 100% growth year-over-year at the midpoint.&nbsp;</p><h2 class="st-heading-2">BE’s Growing Backlog And Projects</h2><p>Meanwhile, Bloom Energy reported a strong backlog of about $20 billion as of February. The company has announced multiple significant deals.&nbsp;</p><p>Earlier this year,&nbsp;<a href="https://stocktwits.com/symbol/ORCL">Oracle (ORCL)</a> and Bloom Energy announced a strategic partnership to deploy up to 2.8 gigawatts (GW) of modular solid oxide fuel cell capacity to power the hyperscaler’s AI and cloud computing data centers in the U.S.</p><p>Last week, Oracle announced a new energy service agreement with El Paso Electric for Project Jupiter, AI data center campus in New Mexico, and reaffirmed that Bloom Energy will remain its primary power source.</p><p>On Monday, Oracle also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/be-stock-adds-3-after-oracle-signals-project-jupiter-moving-quickly/cZx8yWpRBuc">said</a> in a post on X that construction on the Project Jupiter data center campus was “moving quickly, with strong progress on site.”&nbsp;</p><h2 class="st-heading-2">Wall Street’s Stance On BE Stock</h2><p>Data from Koyfin shows that 29 analysts covering the stock have a 12-month average price target of $285.43&nbsp;on BE,&nbsp;implying an upside of about 26% from its last close.&nbsp;</p><p>Of them, 15 have a ‘Buy’ or higher rating on the company’s shares, while 12 have a ‘Hold’ rating and two rate it a ‘Sell’ or lower.&nbsp;</p><h2 class="st-heading-2">BE Stock: Retail Stance</h2><p><a href="https://stocktwits.com/symbol/BE">BE stock</a> plunged more than 21% last week amid a wider selloff in AI and related names.&nbsp;</p><p>However, some retail investors believe the stock will bounce back after its Q3 results.&nbsp;</p><p>One user&nbsp;<a href="https://stocktwits.com/O26/message/666842862">said</a>, “$BE know this stock well. They’ll zigzag it all the way before sending it higher. Patience is required here.”</p><p>Another user&nbsp;<a href="https://stocktwits.com/TwelveEggsInOneBasket/message/666884648">said</a>, “$BE this will go $1000+.”</p><p>BE stock closed at $226.22 on Monday.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the Bloom Energy (Be) logo is seen displayed on a smartphone screen. 

Bloom Energy Corp - Ordinary Shares - Class A

GE Vernova Inc.

Oracle Corp.

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