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Invesco QQQ Trust Series 1

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Reports and rumors about Jensen Huangs alleged relationshipsincluding a suspected Chinese intelligence operativeand speculation that Nvidias board could remove him have focused attention on leadership risk and the companys credibility. Traders are divided between fearing further pressure if Huang leaves and arguing the controversy does not change Nvidias business, with some viewing the selloff as a buying opportunity; claims that he will be ousted remain unconfirmed.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius shares are rallying alongside AI-cloud peers after CoreWeaves upbeat results eased concerns about demand and financing across the neocloud sector, with traders also positioning ahead of Nebiuss Q3 report. Bulls expect the sector momentum to continue, while skeptics warn the run-up may leave little room for a merely solid report and point to spending, funding and execution risks.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Traders are focused on MSCIs index review and the possibility that Strategy will be excluded, with concerns that passive funds could sell shares if it is removed. The community is divided over whether the risk is already priced in: bears expect added selling pressure, while bulls argue the decision matters less than Bitcoins direction.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

China-related scrutiny and negative reports are widely blamed by traders for weighing on Webull shares, though some argue the concerns are overstated and are buying the dip. Discussion also centers on the upcoming earnings report, with bulls anticipating strong results and a recovery while bears remain wary of continued pressure and dilution.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs sharp rebound is being linked to CoreWeaves strong results, which helped revive buying in AI and semiconductor stocks and fueled short covering. Traders disagree on whether the move signals a lasting recovery or a fragile relief rally, citing inflation and rate-hike concerns, AI debt and bubble risks, and Nvidia-related uncertainty.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Traders are largely attributing AMDs rally to money rotating from Nvidia amid reports and speculation about CEO Jensen Huangs personal-conduct controversy and possible leadership fallout. Some see AMD as a beneficiary, while others call the move hype or FOMO and flag valuation and volatility risks; a broader AI-chip rebound is also part of the backdrop.

Zcash (ZEC) is a cryptocurrency . Users are able to generate ZEC through the process of mining. Zcash has a current supply of 16,959,453.18587388 with 16,959,453.64420722 in circulation. The last known price of Zcash is 1,033.61575403 USD and is down -11.66 over the last 24 hours. It is currently trading on 670 active market(s) with $1,322,935,861.71 traded over the last 24 hours. More information can be found at https://z.cash/.

Zcash

Zcash is drawing attention for a sharp pullback that has brought it below the psychologically important $1,000 level, with traders watching for support and warning of further downside. Others see the selloff as a buying opportunity, leaving the conversation split between breakdown concerns and dip-buying optimism.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is participating in a rebound in AI-linked chip stocks, with CoreWeaves strong results easing concerns about AI demand and infrastructure financing; traders also cite rotation from Nvidia amid controversy surrounding its CEO. Bulls see continued demand for Broadcoms custom chips, while skeptics warn that the rally may fade and question the companys exposure to hyperscaler spending.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumbles Q3 results are driving attention: record revenue led by Quake AI and first positive adjusted EBITDA fueled optimism about its AI-infrastructure pivot. Traders also debate financing and expansion risks, while some speculate that high short interest could amplify the rally.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Traders are using NVDL for leveraged exposure to Nvidias moves, frequently buying dips and trading around earnings and AI-demand optimism. Bullish expectations for a rebound compete with concerns about sharp pullbacks, volatility and the risks of holding a daily-reset leveraged ETF.

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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. 

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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.

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

Bloom Energy Corp - Ordinary Shares - Class A

iShares Global Clean Energy ETF

Hold rates steady

Cut 25 bps

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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