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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is selling off with the semiconductor sector after Intels disappointing results and guidance heightened concerns about chip demand and AI spending. Traders disagree over whether the move is sympathy selling or a warning for AMD, with the companys Q3 results and guidance in focus; some see a buying opportunity while others cite valuation and downside risk.

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

Marvells announced all-stock acquisition of Lumentum to expand in AI data-center optics is driving attention, as traders focus on dilution, the deals scale, and its lengthy closing timeline amid a sharp selloff. Some see the move as an expensive, risky deal for shareholders, while others argue the strategic fit could strengthen Marvells position in AI connectivity over the long term.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum is driving attention, with the shares selling off as traders focus on the fixed exchange ratio, exposure to Marvells stock, and the long wait for closing. Many see the terms as unfavorable to Lumentum holders, while others argue the combination has strategic value in AI optics and are buying the decline.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

The steep selloff is widely attributed by traders to Usonas competing NDA filing and concern that Compass Pathways has yet to complete its own NDA submission. The community is divided over how serious the competitive threat issome see Usona as a first-mover risk, while others point to differences in indications and Usonas nonprofit structureand is looking for management to clarify Compasss regulatory timeline.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

CEO Wes Cummins CNBC comments that substantial planned data-center capacity still needs financing have intensified concerns about borrowing costs, dilution and execution amid a broader selloff in AI infrastructure stocks. Traders are split between those worried about funding risk and those pointing to long-term hyperscaler leases and continued demand as support for the business outlook.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is drawing attention amid a sharp, volatile retreat alongside AI and optics stocks, with traders debating whether concerns about AI spending and valuations justify the selloff or whether it is an opportunity ahead of earnings. Bulls point to data-center transceiver demand and capacity expansion, while bears focus on customer concentration, dilution and execution risks.

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 sharp selloff is being tied to a weaker-than-expected fourth-quarter outlook, with supply constraints and softer PC demand weighing despite a strong recent quarter. Traders are split between viewing the decline as an oversold buying opportunity and expecting further losses, amid broader pressure on technology and semiconductor stocks.

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 selling off amid fears that Kioxias cautious outlook signals slowing NAND pricing growth, adding to broader weakness in memory and AI-related stocks despite SanDisks strong results and guidance. Traders are divided between concerns that earnings growth may be peaking and bullish arguments that demand and company fundamentals remain strong.

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 fiscal Q4 earnings report is the dominant focus, with traders weighing holiday-quarter guidance and iPhone Duo demand against rising memory costs and a high valuation. Views are sharply split between hopes that a strong report will sustain the stocks relative strength and fears of a post-report pullback, with many seeing Apple as a potential driver of broader tech and index direction.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IRENs steep selloff alongside other AI data-center and neocloud stocks has focused discussion on whether the capital-intensive buildout can be funded and executed without more debt or dilution, with upcoming earnings and guidance seen as a test. Bears fear further downside amid weak sentiment, while bulls argue that AI-compute demand and customer commitments support the long-term thesis.

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Duke Energy Corp. engages in the distribution of natural gas and energy-related services. It operates through the following segments: Electric Utilities and Infrastructure (EU&I) and Gas Utilities and Infrastructure (GU&I). The EU&I segment conducts operations in regulated electric utilities in the Carolinas, Florida and the Midwest. The GU&I segment focuses on Piedmont, natural gas local distribution companies in Ohio and Kentucky, and natural gas storage and midstream pipeline investments. The company was founded on April 30, 1904 and is headquartered in Charlotte, NC.

Duke Energy Corp.

Stocktwits Power Watch: CEG Bags Google Deal, VST Secures Government Funding, Utility Merger Draws Fire 

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Bearish Sentiment

<ul class="summary-bullets"><li>Constellation secured a major long-term electricity agreement with Google, supporting upgrades to existing nuclear plants.</li><li>Vistra received a conditional $4.2 billion federal loan commitment to expand nuclear generation.</li><li>NextEra Energy’s proposed merger with Dominion faced opposition in Virginia over electricity costs and competition.</li></ul><p>U.S. power and utility companies scored multibillion-dollar deals and investments last week, as increasing power demand from AI data centers continued to reshape the energy sector.</p><p>Constellation Energy (<a class="mention" data-mention="$CEG" data-symbol-id="CEG" href="https://stocktwits.com/symbol/CEG" target="_blank">CEG</a>) secured a massive nuclear power agreement with Google, while <a href="https://stocktwits.com/symbol/VST">Vistra (VST)</a> received a $4.2 billion federal funding commitment to expand nuclear capacity. Meanwhile, <a href="https://stocktwits.com/symbol/NEE">NextEra Energy’s (NEE)</a> proposed $67 billion merger with <a href="https://stocktwits.com/symbol/D">Dominion Energy (D)</a> faced opposition in Virginia.</p><p>Here are the major developments from last week.</p><p><img src="https://news.stocktwits-cdn.com/95_A2r_u_s_power_updates_b2644d1ab4.png" alt="95A2r-u.s.-power-updates-.png"></p><h2 class="st-heading-2">Constellation Secures Deal With Google</h2><p>On Tuesday, Constellation Energy, the largest U.S. nuclear operator, <a href="https://stocktwits.com/news-articles/markets/equity/ceg-vst-tln-jump-google-s-power-deal-sparks-a-nuclear-rally/cZDtQh2RBlL">announced</a> a long-term agreement with Alphabet’s Google (GOOG, GOOGL) covering 3,590 megawatts (MW) of electricity. The agreements include a 20-year contract supporting 890 MW of additional nuclear capacity and a separate 15-year agreement covering 2,700 MW of power.</p><p>Using the funds, Constellation plans to invest more than $4.3 billion in upgrades to 11 existing nuclear reactors across Illinois, Pennsylvania and New Jersey. The announcement follows a smaller contract with Amazon a week earlier.&nbsp;</p><h2 class="st-heading-2">Vistra Gets $4.2B Federal Boost</h2><p>Vistra received a major boost on Monday after the U.S. Department of Energy <a href="https://stocktwits.com/news-articles/markets/equity/vst-stock-adds-4-us-department-of-energy-confirms-4-2-b-nuclear-deal-with-vistra/cZDqX93RBjt">announced</a> a conditional loan commitment of up to $4.2 billion. The financing will support modernization and capacity expansions at Vistra’s nuclear facilities in Pennsylvania and Ohio, helping strengthen electricity supplies in the PJM grid, which serves 13 states and Washington, D.C.</p><p>The projects are expected to add 433 MW of nuclear capacity and preserve nearly 4 GW of existing generation. The financing remains subject to final approval conditions.</p><h2 class="st-heading-2">NextEra-Dominion $67B Merger Faces Opposition</h2><p>NextEra Energy’s proposed $67 billion merger with Dominion Energy faced fresh criticism in Virginia last week.</p><p>According to a Financial Times <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/70308419-20a2-4236-a03e-346b4626997b">report</a>, state officials raised concerns about rising electricity bills, reduced competition and the combined company’s influence. Virginia Governor Abigail Spanberger was “deeply sceptical” about the deal, with her office reportedly ‘blindsided’ by the news of the deal.</p><h2 class="st-heading-2">Duke Energy’s Pricing Plans</h2><p>Duke Energy (DUK) <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://news.duke-energy.com/releases/duke-energy-protects-customers-from-data-center-costs">announced</a> a proposed agreement with Amazon (AMZN), Google, Meta (META), Microsoft (MSFT) and other stakeholders to protect North Carolina customers from data center-related electricity costs.</p><p>Under the agreement, large electricity users, including new data centers, would pay upfront for dedicated grid infrastructure and provide financial guarantees for shared upgrades. These customers would also be placed under a separate electricity pricing plan which is essentially for businesses with high power demand.</p><h2 class="st-heading-2">How Did CEG, VST, DUK, D And NEE Stocks Fare Last Week?</h2><p>Vistra and Constellation Energy led the gains last week, gaining 11.5% and 11.4%, respectively, while <a href="https://stocktwits.com/symbol/DUK">Duke Energy</a> rose 2.3%, NextEra Energy gained 1.4%, and Dominion Energy edged up 1%.</p><p><img src="https://news.stocktwits-cdn.com/Power_stocks_last_week_cb5249b78b.png" alt="Power stocks last week.png"></p><p>Meanwhile, retail sentiment on Stocktwits surrounding DUK, D, and CEG was ‘bearish,’ sentiment for NEE was ‘bullish,’ and ‘extremely bullish’ for VST.</p><p>Constellation is down 15.6% so far this year, NextEra fell 3.6%, and Duke slipped 0.5%, while Dominion gained 5.21% and Vistra edged up 0.1%.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

Constellation Energy Plan To Restart Pennsylvania's Three Mile Island Nuclear Plant. (Photo by Chip Somodevilla/Getty Images)

U.S. power and utility companies saw major developments last week as rising AI-driven electricity demand fueled new investments, while concerns over consumer costs and regulatory scrutiny complicated consolidation efforts in the sector.

AI Power Demand Fuels Nuclear Deals As NextEra-Dominion Merger Faces Scrutiny 

U.S. power and utility companies saw major developments last week as rising AI-driven electricity demand fueled new investments, while concerns over consumer costs and regulatory scrutiny complicated consolidation efforts in the sector.


Constellation Energy Corporation

Dominion Energy Inc

NextEra Energy Inc

Vistra Corp

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Flat to up 3%

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