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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets earnings miss prompted a sharp selloff, with traders focused on slowing Search and ad monetization and heavy AI infrastructure spending weighing on cash flow, despite strong Cloud growth. Bulls call the reaction overdone and see the spending as an investment in future growth, while bears question whether AI can offset pressure on Search and deliver adequate returns.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings-related selloff is driving discussion, as investors weigh slowing Search and advertising growth, heavy AI infrastructure spending and pressure on cash flow against strong Cloud growth. Traders are split between viewing the drop as an overreaction and buying opportunity and worrying that AI competition and spending may undermine Search monetization and returns.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances announcement of positive Phase 2 lifileucel results in previously treated metastatic NSCLC, alongside a precision-medicine update, is driving attention as traders focus on the therapys potential beyond melanoma. The reaction is broadly bullish, but some are cautious about the datas detail and a possible sell-the-news response; short-squeeze and buyout claims remain speculation.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs steep slide to a new low is driving the discussion, with traders criticizing the companys losses and dependence on Trump and linking the selloff speculatively to midterm uncertainty and anticipated earnings. Sentiment is overwhelmingly bearish, though a few traders are buying the dip or hoping for a merger-related rebound.

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 that Marvell is in advanced talks to acquire Lumentum are driving attention, with traders weighing the strategic appeal of securing optical components for AI data centers against concerns about financing, dilution, and deal execution. The talks remain unfinalized, and some traders question whether the report is reliable.

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

Microsofts quarterly results beat expectations, with accelerating Azure growth and stronger guidance driving an initial positive reaction and favorable comparisons with Alphabet. Traders remain divided: bulls see evidence that AI demand is translating into cloud growth, while skeptics point to heavy infrastructure spending, weaker free cash flow and a fade in some of the post-earnings gains.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegians Q3 earnings beat expectations and raised guidance, driving attention around whether the results and managements call can support a recovery. Traders are broadly encouraged, though some remain cautious about the companys debt and its history of weak guidance.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNows quarterly earnings miss and slower-than-expected outlook for near-term contracted revenue growth triggered a sharp selloff, despite stronger revenue and raised AI targets. Traders are divided between calling the reaction an overdone valuation reset and worrying that growth is decelerating and AI could disrupt enterprise software.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs Phase 3 REGAL AML trial reached its prespecified 80th event, triggering final analysis ahead of topline results expected this quarter; the update did not disclose whether the trial met its survival endpoint. Traders are split between bullish interpretations of the trials long duration and dip-buying, and concerns about the binary readout, amid a sharp selloff.

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

Lumentum is drawing attention after reports that Marvell is in advanced talks to acquire it, though no agreement or deal terms are confirmed. Traders are split between viewing the deal as strategic for Marvells access to scarce AI-data-center optical components and questioning its feasibility, financing, and potential shareholder dilution; LITEs move has also prompted profit-taking and skepticism about the rumor.

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Full Transcript: Enlight Renewable Energy Q2 2026 Earnings Call

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These 5 Green Stocks Have Crushed Clean Energy ETFs, S&P 500 And AI Funds In 2026

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Bloom Energy, FuelCell Energy, Vicor Corporation, Aspen Aerogels, and Enlight Renewable Energy stocks have outperformed clean energy ETFs, benchmark indexes and even some AI ETFs in 2026.

Enlight Renewable Energy Ltd. engages in wind energy and solar energy in Israel and in the international market. It initiates, plans, develops, finances, and manages the construction and operation of projects that generate electricity. It operates through the following segments: MENA, Europe, U.S.A., Others. The MENA segment involves in sale of the electricity which is produced through solar energy and wind energy in the Middle East and North Africa. The Europe segment involves in sale of the electricity which is produced through wind energy and solar energy in Europe. The U.S.A. segment involves in sale of the electricity which is produced through solar energy in the United States. The Others segment involves in management services to projects in stages of development, construction or operation, and from construction services for projects. The company was founded on March 13, 1981 and is headquartered in Rosh HaAyin, Israel.

Enlight Renewable Energy Ltd

Bearish Sentiment

<ul class="summary-bullets"><li>Bloom Energy has come out on top, gaining more than 223% this year, while its rival FuelCell Energy has also posted triple-digit returns.&nbsp;</li><li>Mid-cap companies Vicor Corporation and Enlight Renewable Energy have gained about 97% and 58% in 2026.</li><li>Aspen Aerogels, a small-cap advanced materials company, has posted gains of more than 81% year to date.&nbsp;</li></ul>In 2026, energy stocks saw a steady climb amid the ongoing war in the Middle East, while the artificial intelligence trade has also gained momentum throughout the year.&nbsp;However, behind the scenes, some green companies in the sustainable sector have quietly been outperforming many of their popular counterparts.&nbsp;Top names that have performed strongly this year include&nbsp;<a href="https://stocktwits.com/symbol/BE">Bloom Energy Corp. (BE)</a>,&nbsp;<a href="https://stocktwits.com/symbol/FCEL">FuelCell Energy, Inc. (FCEL)</a>,&nbsp;<a href="https://stocktwits.com/symbol/VICR">Vicor Corp. (VICR)</a>,&nbsp;<a href="https://stocktwits.com/symbol/ASPN">Aspen Aerogels, Inc. (ASPN)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/ENLT">Enlight Renewable Energy Ltd. (ENLT)</a>.&nbsp;<h2 class="st-heading-2">BE, FCEL, VICR, ASPN, ENLT Stocks OutShine Clean Energy ETFs</h2>While Bloom Energy, which makes solid-oxide fuel cell systems for on-site power generation, has come out on top amidst all its counterparts, gaining more than 223% this year, its rival FuelCell Energy has also posted triple-digit returns. AI-driven power demand has boosted both stocks.&nbsp;Meanwhile, Vicor Corporation, a mid-cap AI power-delivery company that designs and manufactures modular power components and power systems that convert and deliver electricity efficiently inside high-performance electronic equipment, has returned more than 97% in value this year.&nbsp;Enlight Renewable Energy, another mid-cap renewable-energy company that develops and operates utility-scale solar, wind and energy-storage projects across multiple markets, has risen about 58% in the same period.&nbsp;Aspen Aerogels, a small-cap advanced materials company that designs and manufactures high-performance aerogel materials used in EV battery thermal barriers, energy-efficient insulation and other energy applications, has posted gains of more than 81% in 2026.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260918_053904056_b3e49bb1ac.png" alt="koyfin_20260918_053904056.png" width="2400" height="1500"></figure>All the five green stocks have outperformed popular clean energy exchange-traded funds by a wide margin. The&nbsp;<a href="https://stocktwits.com/symbol/ICLN">iShares Global Clean Energy ETF (ICLN)</a> and the&nbsp;<a href="https://stocktwits.com/symbol/QCLN">First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN)</a> have risen about 8% each this year.<h2 class="st-heading-2">Top 5 Green Stocks Beat Benchmark Indexes, AI ETFs</h2>BE, FCEL, VICR, ASPN, and ENLT have also outperformed the benchmark U.S. indexes — S&amp;P 500, Dow Jones Industrial Average, and the Nasdaq-100.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260918_111055652_c5347367b3.png" alt="koyfin_20260918_111055652.png" width="2400" height="1500"></figure>When compared to the AI sector, BE, FCEL, VICR and ASPN stocks have outperformed top chip funds&nbsp;<a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF (SOXX)</a> and&nbsp;<a href="https://stocktwits.com/symbol/SMH">VanEck Semiconductor ETF (SMH)</a>, and also beat the&nbsp;<a href="https://stocktwits.com/symbol/AIQ">Global X Artificial Intelligence &amp; Technology ETF (AIQ)</a>.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260918_111347582_91dbfbfb95.png" alt="koyfin_20260918_111347582.png" width="2400" height="1500"></figure>ENLT stock, although underperforming the SOXX, has still beat SMH and AIQ in 2026.&nbsp;<h2 class="st-heading-2">BE, FCEL, VICR, ASPN, ENLT Stocks: Retail Stance</h2>On Stocktwits, retail sentiment around BE and FCEL stocks was ‘bearish’ at the time of writing amid ‘normal’ and ‘low’ message volumes respectively.&nbsp;Retail sentiment for ASPN stock was ‘neutral’ amid ‘high’ message volumes. Meanwhile, sentiment for ENLT and VICR was ‘bullish’ and ‘extremely bullish’ respectively.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rising stock market chart on a trading board background.  (Source: Getty Images)

Global X Funds - Global X Artificial Intelligence & Technology ETF

Aspen Aerogels Inc.

Bloom Energy Corp - Ordinary Shares - Class A

Fuelcell Energy Inc

VanEck Semiconductor ETF

iShares Semiconductor ETF

Vicor Corp.

Yes, the bottom is in

No, more downside ahead

Too early to tell

Depends on the stock

Neocloud stocks like $NBIS, $CRWV, $IREN, and $APLD are rebounding after a brutal October. Have they bottomed?

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.12	--	--	N/A
Q2 '26	$0.11	$0.20	79.11%	BEAT
Q1 '26	$0.07	$0.16	139.69%	BEAT
Q4 '25	-$0.06	$0.10	259.81%	BEAT
Q3 '25	$0.06	$0.16	147.83%	BEAT

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ENLT Earnings

Upcoming Earnings: Q3 '26

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