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Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is surging as traders react to its inclusion in the S&P 500 index, with many noting the stock's significant momentum driven by the growing power demands of AI data centers. While some market participants are taking profits following the rally, bullish sentiment remains strong as many traders view the S&P 500 addition as a validation of the company's long-term growth thesis.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is trending as traders debate its potential for upcoming S&P 500 inclusion, though many express frustration over recent stock volatility and the impact of insider share sales. While some speculate about index additions, others focus on the company's fundamental role in AI infrastructure, leading to conflicting views on whether current levels represent a buying opportunity or a deeper correction.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain as well as the Onyx Goliath Blockchain. XCN is also used as an ERC-20 token for Staking and Governance.

Onyxcoin

Onyxcoin is trending primarily due to its recent listing on the South Korean exchange Upbit, which has driven a significant increase in trading volume. While some traders view this as a potential catalyst for long-term growth and institutional adoption, others are dismissive, labeling the price movement as a repeat of past pump-and-dump patterns.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is seeing increased volatility and divergent opinions as traders position themselves for the upcoming earnings report, with many focusing on the company's AI data center infrastructure and large contract backlog. While some investors view the recent price action as a shakeout of weak hands and a buying opportunity, others express frustration over the stock's underperformance relative to other tech peers and uncertainty regarding capital expenditure.

Cheniere Energy, Inc. engages in liquefied natural gas (LNG) related businesses. It owns and operates LNG terminals, develops, constructs, and operates liquefaction projects near Corpus Christi, Texas, and at the Sabine Pass LNG terminal. The company was founded by Charif Souki in 1983 and is headquartered in Houston, TX.

Cheniere Energy Inc.

Cheniere Energy is attracting significant attention as traders speculate on its potential inclusion in the S&P 500 index during the upcoming rebalancing. The conversation is characterized by intense debate over whether recent price movement reflects anticipation of this index change or broader industry fundamentals, with many retail traders expressing bullish sentiment despite disagreements regarding the stock's performance relative to peers like Bloom Energy.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is trending as investors react to the company's new strategic partnership with Payward, which integrates SoFi's banking infrastructure with the Kraken platform to enhance stablecoin access and liquidity. While some traders view this as a positive fundamental development, sentiment remains heavily divided as the stock fails to achieve S&P 500 inclusion, leading to ongoing frustration regarding price volatility and high-volume short selling.

KLA Corp. engages in the supply of process control and yield management solutions for the semiconductor and related nano-electronics industries. The company operates through the following segments: Semiconductor Process Control, Specialty Semiconductor Process, and PCB, Display and Component Inspection. The Semiconductor Process Control segment provides a comprehensive portfolio of inspection, metrology and data analytics products and related services. The Specialty Semiconductor Process segment develops and sells advanced vacuum deposition and etching process tools. The PCB, Display and Component Inspection segment enables electronic device manufacturers to inspect, test and measure PCBs, flat panel displays and ICs to verify their quality. Its products include manufactured chips, reticle, packaging, surface profilers, nanochemical testers, KT pro equipment, and compound semiconductors. The company was founded on July 9, 1975 and is headquartered in Milpitas, CA.

KLA Corp.

KLA Corp. is trending as part of a broad semiconductor equipment sector rebound, with investors rotating back into the space following a sharp July selloff and supported by resilient AI-driven demand. The rally is underscored by discounted valuations and renewed investor optimism for semiconductor infrastructure leaders.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending as traders speculate on upcoming product announcements and potential partnerships expected in September, while the community remains divided over the company's manufacturing progress and its history of management communication. Investors are closely monitoring key industry conferences and job postings as indicators of a transition toward high-volume production.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshire Hathaway is trending following its recent earnings report, which revealed that the conglomerate has shifted from a net seller to a net buyer of equities and increased share repurchases. While some traders view this as a positive catalyst indicating the deployment of the company's significant cash reserves, others remain skeptical, questioning the strategic timing of these investments and the company's recent performance relative to broader market benchmarks.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is experiencing high volatility as traders react to a pullback following a significant multi-week rally, with the conversation split between bullish participants emphasizing its role in the AI-driven indium phosphide (InP) supply chain and bears citing valuation concerns, China-related risks, and profit-taking.

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Hut 8 shares are trending following the company's second-quarter earnings report, which missed analyst expectations for both revenue and earnings per share, leading to a negative market reaction. While some investors remain optimistic about the company's long-term pipeline of contracted AI data center capacity and infrastructure development, others have expressed frustration over the missed targets and perceived management execution issues.

Anthropic Could Steal SpaceX’s IPO Crown — If It Can Turn AI Growth Into Microsoft-Like Margins, Analyst Says 

Equity

Anthropic’s annualized revenue run rate topped $65 billion in July, seven times its year-ago level.

Nasdaq, Dow, S&P 500 Futures Begin September On Weak Footing: Why NVDA, AAPL, TSLA, PANW, DELL, SLS, HUT Are In Focus

Retail sentiment on Stocktwits remained constructive despite rising geopolitical friction: ‘bullish’ on SPY and ‘neutral’ on QQQ.


Why Is HUT Stock Rising Nearly 5% In Overnight Trading?

A report from The Wall Street Journal late Monday said that Anthropic and Nvidia have signed a cloud-computing deal worth $35 billion, backed by cloud provider Lambda and Hut 8, will develop the data center for the same. 

Hut 8's CFO Sells 6,445 Shares for $508,000 After a One-Year Return of 240%

Key PointsThe CFO sold 6,445 shares for ~$508,000 on August 24, 2026...

Pomerantz LLP Announces Proposed Class Action Settlement on Behalf of Purchasers of Securities of Hut 8 Corp. - HUT

Pomerantz LLP Announces Proposed Class Action Settlement on Behalf of Purchasers of Securities of Hut 8 Corp. - HUT Pomerantz LLP Announces Proposed Class Action Settlement on Behalf of Purchasers of Securities of Hut 8 Corp. - HUT PR Newswire NEW YORK, Aug. 21, 2026 NEW YORK, Aug. 21, 2026...

HUT Stock Heads For 4th Week Of Declines: Why This Analyst Thinks Hut 8 Is a Buy

Freedom Capital initiated coverage of the stock with a ‘Buy’ rating and $132 price target, implying an upside of more than 63% from its last close. 

RIOT Stock Jumps Overnight After Report Names Anthropic As ‘Mystery’ Cloud Customer 

Riot Platforms has secured a $9.1 billion, 20-year deal, reportedly with the AI giant.


Hut 8 Affirms Commitment to Responsible Data Center Development Following Directive from Texas Governor Greg Abbott

Hut 8 Affirms Commitment to Responsible Data Center Development Following Directive from Texas Governor Greg Abbott Hut 8 Affirms Commitment to Responsible Data Center Development Following Directive from Texas Governor Greg Abbott PR Newswire MIAMI, Aug. 10, 2026 Hut 8 welcomes the directive's...

DRAM Has Gained About 93% Since Listing — Now Roundhill Expands AI Offerings With Neocloud, Photonics ETFs 

Roundhill Investments has expanded its artificial intelligence ETF lineup with two new targeted funds focusing on GPU-as-a-Service platforms and optical interconnect technologies.

HUT Stock Rises Overnight: Why This Analyst Sees A 68% Upside Despite Q2 Miss

Clear Street analyst Brian Dobson raised the price target on Hut 8 to $170 from $148 and maintained a ‘Buy’ rating on the shares, implying an upside of about 68% from the stock’s last close. 

Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

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Nebius ($NBIS)

CoreWeave ($CRWV)

IREN ($IREN)

Applied Digital ($APLD)

Neocloud stocks are on a tear in 2026, with CoreWeave, Nebius, IREN and Applied Digital posting massive gains on surging AI infrastructure demand. Which neocloud are you most bullish on to lead the rest of the year?

Which neocloud stock are you most bullish on for the rest of 2026? 
 
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Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	-$0.88	--	--	N/A
Q2 '26	-$0.55	-$1.27	-130.91%	MISSED
Q1 '26	-$0.33	--	--	N/A
Q4 '25	-$0.06	--	--	N/A
Q3 '25	-$0.12	$0.43	460.64%	BEAT

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Upcoming Earnings: Q3 '26

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