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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs strong quarterly results and raised outlook have been overshadowed by a post-earnings selloff, as traders focus on slower contract-booking growth and the stocks premium valuation. Bulls point to strong commercial AI demand and revenue growth, while bears question whether bookings can sustain the growth expectations priced into the shares.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys quarterly results sparked a sharp selloff as traders focused on revenue and GMV misses and moderating growth, despite stronger profit and cash flow; many see the reaction as excessive and point to a rebound, while bears argue the stocks high valuation leaves little room for disappointment.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

A record quarterly report and raised fiscal-year outlook, supported by strong bookings and demand for AI-chip testing systems, drove AEHRs sharp rebound. Traders welcomed the results and see further AI-related growth potential, while skeptics question the valuation and whether the move can hold.

Madrigal Pharmaceuticals, Inc. engages in the development and commercialization of therapeutics for metabolic dysfunction-associated steatohepatitis. The company was founded by Rebecca A. Taub, Frederick Bernard Craves, and Edward Chiang on March 10, 2000 and is headquartered in West Conshohocken, PA.

Madrigal Pharmaceuticals Inc

Madrigals Q3 results, including strong Rezdiffra growth and its first profitable quarter, are driving attention. Bulls emphasize the launch momentum and MASH market opportunity, while skeptics point to spending and uncertainty around future clinical-outcomes data, debating why the stock faded despite the results.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiservs rally follows a Q3 earnings and revenue beat, a doubled cost-savings target and a planned share buyback, offering relief after a prolonged selloff. Traders are debating whether the results and new management mark a genuine turnaround or merely a bounce, while some attribute the move to short covering.

Aurora Cannabis, Inc. engages in the production, distribution, and sale of cannabis and cannabis-derivative products. It operates through the following business segments: Cannabis and Plant Propagation. The company was founded by Terry Booth and Steve Dobler on December 21, 2006 and is headquartered in Edmonton, Canada.

Aurora Cannabis Inc

Organigrams agreement to acquire Aurora, topping Curaleafs competing bid, has driven the sharp rally. Traders are debating whether Curaleaf could counter with a higher offer and whether the deal limits further upside; reactions range from welcoming the acquisition to calling for better terms.

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

Attention centers on Compass Pathways progress toward completing the FDA application for COMP360, its treatment-resistant depression therapy, and the prospect of an accelerated review and commercial launch in 2027. Traders are hopeful the regulatory milestone will lift the shares, while debating delays, launch execution and competition from Usonas psilocybin application for major depressive disorder.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP is drawing attention as part of the volatile rare-earth and critical-minerals trade, with traders weighing U.S.China supply tensions against the strategic case for domestic production. Some cite MPs magnet deliveries and expansion plans as support, while others focus on the sector-wide selloff and execution risks.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDBs CEO abruptly left for Meta ahead of Investor Day, sparking a sharp selloff and volatile trading. Reaffirmed guidance and former CEO Dev Ittycherias return as interim leader have encouraged dip-buying, while others remain concerned about succession uncertainty and the companys valuation.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckins Q3 resultswith stronger operating profitability, expanding margins and record customer reachalongside a new share-repurchase program are driving attention. Bulls welcome the growth and buyback, while skeptics point to weak same-store sales and argue that OTC trading and uncertainty around a relisting are keeping the shares range-bound.

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BE Stock Jumps Overnight: Oracle’s Massive AI Campus Embraces Bloom’s Fuel Cell Power 

Equity

Oracle’s Project Jupiter facility in Doña Ana County will be fully powered by Bloom Energy’s fuel cell technology.


BE Stock Hits Record High On Oracle Partnership: JPMorgan Sees Further Upside

JPMorgan lifted its price target on Bloom Energy to $231 from $166 and kept an ‘Overweight’ rating.


PLUG Shares Are Rising Today – Here’s Why?

The company’s special meeting this week includes proposals that are critical to supporting its ongoing operations, financial flexibility and long-term growth strategy.

PLUG Shares Soar Over 10% Ahead Of CEO’s Reddit AMA On Upcoming Share Count Vote 

Plug said the ‘Ask Me Anything’ session will focus exclusively on the company’s upcoming Special Meeting of Stockholders scheduled for Jan. 29, 2026. 


FuelCell Stock Jumps Despite Q2 Earnings Miss On Revenue Surge, New Restructuring Plan

FuelCell’s restructuring plan includes a 22% reduction in workforce, bringing global headcount to approximately 426.

iShares Trust - iShares Energy Storage & Materials ETF

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<ul class="summary-bullets"><li>Project Jupiter, a $1.5 billion AI data center in the El Paso–Juárez Borderplex, will run on Bloom’s fuel cells.</li><li>Bloom’s fuel cells produce power without burning fuel, cutting emissions and water use.&nbsp;</li><li>Barclays increased its price target on Bloom Energy to $177 from $153 ahead of first-quarter earnings.</li></ul>Bloom Energy (BE) stock gained nearly 3% in overnight trading late Monday as the company emerges as a key supplier of advanced artificial intelligence infrastructure amid demand for reliable power outpacing traditional grid capabilities.On Monday, Oracle (ORCL) and BorderPlex Digital Assets confirmed that Oracle's Project Jupiter campus in Doña Ana County will run entirely on Bloom Energy's fuel cells.<h2 class="st-heading-2">BE’s Fuel Cells Take Center Stage In AI Expansion</h2>Project Jupiter, a $1.5 billion AI data center in the El Paso–Juárez Borderplex area, will be powered by Bloom’s fuel cells. The updated plan removes earlier ideas of using gas turbines and diesel generators and instead runs everything through a single shared microgrid.&nbsp;Bloom’s fuel cells generate electricity without burning fuel, which helps reduce pollution and save water. Oracle expects nitrogen oxide emissions to fall by about 92%, and the facility will use very little water because of its cooling design.&nbsp;Once centered on supplying energy solutions to commercial buildings and institutions, Bloom Energy is now aligning itself with the fast-growing AI infrastructure sector. With a multi-year scope, the Project Jupiter contract is likely to provide consistent, predictable revenue over the long term.<blockquote>“Bloom’s fuel cell technology will power what is expected to be one of the largest data center microgrids operating in the United States at the time of completion.”-Aman Joshi, chief commercial officer, Bloom Energy</blockquote><h2 class="st-heading-2">ORCL Commits To Cover Energy Costs&nbsp;</h2>Oracle said it will cover the project’s power costs, aiming to prevent any increase in local electricity bills or added strain on the grid.&nbsp;“Our energy solution not only dramatically reduces water use, it is also cleaner, quieter, and helps protect electricity rates for local residents. This is a model that can be replicated across America—it is digital power for the digital age,” said Joshi.&nbsp;The latest update is part of an expanded partnership between Bloom Energy and Oracle, announced on April 13, under which the latter plans to purchase up to 2.8 gigawatts of Bloom’s fuel cell systems for its AI and cloud infrastructure.Additionally, on Monday, Barclays increased its price target on Bloom Energy to $177 from $153 ahead of first-quarter earnings, while reiterating an ‘Equal Weight’ rating. The firm pointed to stronger commercial traction but flagged concerns that the stock’s current pricing already reflects optimistic growth expectations.Bloom will report its fiscal Q1 earnings on Tuesday, with analysts expecting revenue of $540 million and earnings per share of $0.13, according to Fiscal AI data.&nbsp;BE stock has gained 170% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/etn-gev-nee-pwr-vrt-stocks-stand-to-gain-after-us-flags-power-grid-as-defense-priority/cZBN1XwRe2m">ETN, GEV, NEE, PWR, VRT Stocks Stand To Gain After US Flags Power Grid As Defense Priority</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Bloom Energy logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Oracle’s Project Jupiter facility in Doña Ana County will be fully powered by Bloom Energy’s fuel cell technology.

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