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Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costcos quarterly earnings and sales beat expectations, but the shares barely moved and then faced selling. Traders are divided between viewing the results as a strong sign of resilient demand and arguing that the premium valuation, one-time tariff-refund benefit, and lack of clear forward guidance left little reason for the stock to rise.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase is being discussed amid persistent weakness across solar stocks, with traders pointing to higher yields and financing costs, policy uncertainty, and a sluggish residential-solar market. Some see the companys battery and AI data-center power initiatives as longer-term opportunities, but the dominant reaction is frustration over the stocks volatility and continued declines.

Akamai Technologies, Inc. is the cybersecurity and cloud computing company that powers and protects business online. The market security solutions, superior threat intelligence, and global operations team provide defense in depth to safeguard enterprise data and applications everywhere. The firm full-stack cloud computing solutions deliver performance and affordability on the world’s most distributed platform. The global enterprises trust Akamai to provide the industry reliability, scale, and expertise they need to grow their business with confidence. The company was founded by Frank T. Leighton, Jonathan Seelig, Randall S. Kaplan, and Daniel M. Lewin on August 20, 1998 and is headquartered in Cambridge, MA.

Akamai Technologies Inc

A major seven-year cloud infrastructure agreement with Anthropic to support AI workloads is driving attention, with traders viewing it as a significant validation of Akamais cloud business. Reactions are mixed: optimism about the contracts growth potential is tempered by concerns over the capital spending required and potential dilution from stock warrants.

The Ondo Foundation was founded in 2022 as an independently governed and nonprofit Cayman Islands Foundation Company with no beneficial owners. The Ondo Foundation assisted in the launch of the Ondo DAO, which deployed and currently governs Flux Finance, the first lending protocol supporting tokenized securities as collateral.  ONDO token holders are entrusted with shaping the future of the Ondo DAO so that it continues to pursue its mission to democratize access to institutional-grade finance. The Ondo DAO gives ONDO holders specific rights pertaining to Flux Finance, which is currently governed by the Ondo DAO.

Ondo

Traders are linking ONDOs sharp rally to Ondos launch of tokenized investment portfolios powered by BlackRock, alongside broader excitement around institutional adoption of real-world asset tokenization and DTCC-related developments. The reaction is largely bullish, though some traders warn the move may fade and question whether ONDO token holders will benefit without a fee or other value-accrual mechanism.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBMs connection of Digital Asset Haven to Swifts tokenized-deposit pilot and its on-premises deployment for banks are drawing attention to its digital-asset infrastructure push. Traders are split: some welcome the banking opportunity, while others question why the shares are falling despite the news and focus on the stocks weak price action.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys quarterly results beat expectations and its full-year outlook was raised, with record QNX growth and new automotive and autonomous-vehicle design winsespecially Alloy Kore and the QNX selection cited for Uberdriving discussion. Many traders see the results as evidence of a turnaround, while others are frustrated by the volatile, muted share response and point to softer near-term guidance, Secure Communications concerns, and broader market weakness.

Securitize Corp. is a financial technology company, which engages in the provision of regulated infrastructure for the issuance, management, trading, and administration of tokenized real-world assets (RWAs). The company was founded on October 17, 2025 and is headquartered in Miami, FL.

Securitize Corp.

SECZ is drawing attention amid a sharp rally, with traders focused on Securitizes tokenization business and an ARK Venture Fund tokenization announcement. Bulls see the move as evidence of growing institutional adoption, while skeptics warn that the advance looks speculative and may be volatile.

Anthropic

Anthropics confidential IPO filing has renewed attention on a potential mega-listing, with traders weighing rapid Claude adoption and revenue growth against heavy infrastructure spending and lofty valuation expectations. The community is split between enthusiasm for pre-IPO exposure and concerns that public investors may be buying into an overhyped, capital-intensive AI business.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas rally to new 52-week highs is drawing on CEO Stphane Bancels bullish comments about the companys mRNA platform and oncology pipeline, particularly the Phase 3 melanoma cancer-vaccine program and its forthcoming full data presentation. Bulls see potential beyond COVID vaccines, while skeptics question the valuation and warn of a pullback; short-squeeze speculation is also prominent.

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

SoFis Mastercard partnership to use SoFiUSD for card-transaction settlement has fueled discussion about potential stablecoin and payments growth, but traders say the stock has struggled to hold gains on the news. The reaction is split between bullish long-term views and frustration over weak price action, with some attributing the fade to short-selling and others citing macro and interest-rate pressure.

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Hut 8, TeraWulf, Applied Digital: UBS Sees at Least 30% Upside

UBS rates five AI data center operators Buy, citing lease growth and stronger tenants; TeraWulf, Hut 8 and Applied Digital lead upside.read more...

CIFR, WULF, HUT, CORZ Stocks Get 'Buy' Ratings With UBS Betting On Bitcoin Miners’ AI Pivot

Equity

UBS said it sees data-center infrastructure positioned for “rapid growth” with AI adoption expanding and model developers facing limited computing capacity.

CRWV, NBIS Stocks Get ‘Sell’ Ratings, AI-Pivoting Bitcoin Miners Get ‘Neutral’ Calls: Rothschild Says Credit Market Is ‘Sending The More Important Signal’

Rothschild called Neocloud earnings and valuations "cyclically inflated" but remains ‘Neutral’ on AI infrastructure overall.


CORZ Stock Gets AMD Boost, While HUT, CIFR, WULF Shares Win Tenant Nod As Wells Fargo Backs Bitcoin Miners’ AI Pivot

Wells Fargo initiated coverage of Core Scientific, Hut 8, Cipher Mining and TeraWulf with ‘Overweight’ ratings.


ABTC Stock Gains On BTIG ‘Buy’ Rating – Eric Trump-Backed Company Was ‘Built’ To Buy Bitcoin, Says Analyst

Shares of ABTC have rebounded about 60% from their late-July low, though the stock remains down for the year.


AI Infrastructure: The Trillion-Dollar Market Growing Behind the AI Revolution

A Projected $1.2 Trillion Annual Market by 2030 Highlights the Enormous Scale of the Global AI Infrastructure Buildout   New York, NY – September 15, 2026 – Market News Updates News Commentary – If looking for one of the biggest technology growth stories taking shape right now, AI infrastructure deserves a serious look. The AI […]
The post AI Infrastructure: The Trillion-Dollar Market Growing Behind the AI Revolution appeared first on Financial News Media.

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

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...

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

Neutral Sentiment

$NBIS

$CRWV

Both

Neither

CoreWeave ($CRWV) and Nebius ($NBIS) shares are sharply higher following strong quarterly results. Which are you more interested in buying right now? Vote and explain your reasoning in the comments.

$NBIS and $CRWV both just posted strong quarterly results and their stocks are moving sharply higher. Which are you more interested in buying right now?

Stocktwits

Nebius Group N.V. 

CoreWeave Inc

 both just posted strong quarterly results and their stocks are moving sharply higher. Which are you more interested in buying right now?

Current Price	$101.54
Prev Close	$102.46
Open	$99.82
Dividend Yield	0.00%
50-Day Moving Average	$93.46
Beta	3.20
Avg. Volume	4.93M
PE Ratio	-19.14

52-Week High	$140.80
52-Week Low	$31.67
Market Capitalization	$12.63B
EPS (Annual)	-$2.14
Price to Book	8.75
Revenue Per Employee	$948,056.45

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