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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 Energys quarterly results beat expectations and it raised its full-year outlook, but shares fell sharply anyway. Traders debated whether stretched valuation, negative operating cash flow and broader selling in AI-related stocks outweighed the strong results.

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

A reported early leak of Phase 3 results for Moderna and Mercks personalized melanoma vaccine triggered a sharp selloff, even though the combination showed a benefit versus Keytruda alone. Traders debate whether the data fell short of expectations after the stocks run-up or whether the market overreacted to encouraging results, driving volatile rebound and further-decline speculation.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digitals strong quarterly results and upbeat guidance are drawing attention, but the shares have fallen despite the report. Traders are debating whether the reaction reflects broader AI and storage-sector selling and concerns about cyclical demand and future supply, or an overdone selloff against resilient data-center demand.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A sharp Nasdaq and technology selloff has put QQQ in focus, as traders cite worries about AI spending returns and credit exposure alongside elevated oil prices tied to Iran tensions. Bearish calls for further losses are met by dip-buyers looking for a rebound, leaving debate over whether the decline is a broader correction or a buying opportunity.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention after a sharp semiconductor-sector selloff, amplified by its 3x daily leverage, amid broader tech weakness, rising oil prices, and concerns about financing for AI data-center expansion. Traders disagree over whether the move signals an AI-bubble unwind or an oversold dip-buying opportunity, with many watching for a rebound while others expect further losses.

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 unusual resilience near record highs despite broader tech-market weakness is driving discussion, with bullish traders calling it a defensive safe haven and bears arguing the strength is overextended or driven by flows and could fade. iPhone Duo launch-demand chatter and earnings anticipation add to the debate, but the dominant focus is the stocks decoupling from the wider market.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias Q3 results beat expectations, but shares sold off sharply as traders focused on a lower free-cash-flow conversion outlook, higher restructuring costs, and managements warning about structural supply-chain cost inflation. Bulls call the reaction an overreaction and point to AI and cloud growth, while bears remain concerned about cash generation and the outlook.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgents CFO departure triggered a sharp selloff, with some traders speculating about undisclosed financial problems and others viewing the move as an overreaction given the internal successor. The companys announcement that first-quarter revenue and adjusted EBITDA should exceed guidance eased some concerns, but confidence and the stocks recovery remained debated.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers latest results are drawing attention after a cut to its full-year sales outlook and lower HOKA and UGG growth expectations overshadowed an earnings beat. Traders are split between focusing on the weaker outlook and backing the companys margins, buybacks, and balance sheet.

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 drawing attention amid a sharp, volatile selloff across memory and AI-related stocks, with traders debating Chinese competition concerns and whether AI spending will sustain demand. Some see the decline as a sector-wide overreaction and are positioning around the upcoming earnings report, while others fear further downside.

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Bloom Energy Gains Another ‘Meaningful’ Proof Point With Project Phoenix, Says RBC — 2 GW Build Reinforces Data Center Opportunity

Equity

Bloom Energy is gaining another meaningful proof point as its fuel cells are being deployed for Aligned Data Centers' 2 GW Project Phoenix in Pennsylvania, said RBC Capital.

SolarEdge Targets $2.4B Revenue By 2029 – A Look At Some Highlights From Its 2026 Investor Day

At its Investor Day, SolarEdge laid out a multi-year financial roadmap and showed further progress in its push into power infrastructure for AI data centers, per TheFly.

ETFs in Spotlight as Bloom Energy is Set to Join the S&P 500 Index

BE's S&P 500 inclusion spotlights ETFs with exposure to its AI-driven growth while offering investors a diversified approach to the fuel cell giant.  

BE Stock Outpaces Clean Energy ETFs: Is Wall Street Repricing Bloom Energy As AI Infrastructure Play? 

Bloom Energy has drawn attention in recent weeks amid two major catalysts: Former House Speaker Nancy Pelosi disclosing a multi-million-dollar position last week and its addition to the S&P 500. 

ETFs in Spotlight as First Solar Shares Jump Post Q2 Earnings Beat

First Solar's earnings beat and reaffirmed outlook fuel a sharp stock rally, putting ETFs with major FSLR holdings in focus for diversified exposure.

Beyond Oil: Energy ETFs Worth Investing in for Long-Term Growth

Looking beyond oil to a diversified mix of energy themes could offer more durable opportunities. Here are the ETFs to consider.

BE Stock Recovers After 10% Selloff: Morgan Stanley Says Crusoe Project Pause Does Not Break AI Power Thesis

Crusoe put a 1.8 GW data center project in Wyoming on hold, which was expected to be powered by a mix of Bloom Energy's fuel cells and grid electricity.

5 Environmentally Friendly Energy ETFs Up At Least 35% YTD: Here's Why 

Clean energy ETFs are soaring in 2026 as the Iran war boosts renewable adoption, energy security efforts and global green investments.

Wind & Solar Overtake Gas Globally: ETFs Poised to Benefit

Wind and solar have just surpassed natural gas in global electricity generation, boosting the long-term outlook for renewable energy ETFs.

ENPH Stock Gains Retail Momentum After Goldman Sachs Reaffirms Bullish Stance

Goldman Sachs upgraded its price target on Enphase Energy to $57 from $51, while maintaining a ‘Buy’ rating on the shares. 

iShares Trust - iShares Global Clean Energy ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Project Phoenix reinforces Bloom’s expanding role in powering large data centers, said RBC Capital</li><li>The 2 GW Pennsylvania campus has now broken ground and will use dedicated onsite power.</li><li>RBC maintained an ‘Outperform’ rating on BE stock with a target price of $335.</li></ul><p>Bloom Energy Corp. (BE) drew bullish commentary from RBC Capital after its fuel cells were tapped for Aligned Data Centers’ 2 GW Project Phoenix in Pennsylvania, with the firm calling the deployment another “meaningful” proof point for Bloom’s data center strategy, according to The Fly.</p><p>RBC said the project reinforces Bloom’s expanding role in powering large data centers and kept an ‘Outperform’ rating with a $335 price target on the stock, per TheFly.</p><h2 class="st-heading-2">What is Project Phoenix?</h2><p>Project Phoenix is Aligned Data Centers’ three-facility, 2 GW campus in Shippingport, Pennsylvania, designed to use dedicated onsite power rather than rely solely on the local grid. Bloom Energy will provide natural gas-fed fuel cell technology to generate power for the campus.</p><p>A day earlier, Mizuho raised its Bloom Energy price target to $351 from $242 and maintained an ‘Outperform’ rating on the stock. According to TheFly, the firm said stronger pricing and demand trends support higher long-term selling prices and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margins, while improving visibility into deliveries for the second half of 2026 and 2027 despite continued permitting uncertainty.</p><h2 class="st-heading-2">Bloom Is Building A Growing Portfolio Of AI Power Projects</h2><p>Project Phoenix adds to Bloom Energy's growing list of large data center deployments. In April, Bloom expanded its partnership with Oracle under a master services agreement covering up to 2.8 GW of fuel cell capacity, with an initial 1.2 GW already contracted and being deployed across U.S. projects.</p><p>Bloom also expanded its financing partnership with Brookfield in June, increasing the AI infrastructure power-project framework from $5 billion to $25 billion. The companies said the larger commitment was intended to support faster deployment of Bloom’s onsite power systems for AI infrastructure globally.</p><p>The bullish commentary comes just days before Bloom Energy is set to join the S&amp;P 500 on Sept. 21, a move that could bring additional demand from index-tracking funds required to hold the stock. Index inclusion can also broaden investor visibility and support trading liquidity.</p><h2 class="st-heading-2">What Retail Investors Think About BE Stock</h2><p>On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/BE">BE</a> stock turned 'bearish'.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_15_224207_1adf173fa4.png" alt="Screenshot 2026-09-15 224207.png" width="822" height="450"><figcaption>BE stock retail sentiment on September 15 as of 1:00 p.m. ET | Source: Stocktwits</figcaption></figure><p>So far this year, Bloom Energy stock has more than doubled, rising over 165%. In comparison, iShares Global Clean Energy ETF (<a href="https://stocktwits.com/symbol/ICLN">ICLN</a>), which holds BE stock, has risen just 2.13% year-to-date.<br><br><strong>See Also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/nike-stock-now-trades-80-below-its-record-high-telsey-says-turnaround-has-yet-to-lift-sales/cZtnWQuRBcK"><strong>Nike Stock Now Trades 80% Below Its Record High -- Telsey Says Turnaround Has Yet To Lift Sales</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

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)

Bloom Energy Corp. (BE) drew bullish commentary from RBC Capital after its fuel cells were tapped for Aligned Data Centers’ 2 GW Project Phoenix in Pennsylvania, with the firm calling the deployment another “meaningful” proof point for Bloom’s data center

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