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OFFICIAL TRUMP (TRUMP) is a cryptocurrency and operates on the Solana platform. OFFICIAL TRUMP has a current supply of 999,998,809.831273 with 281,866,746.118905 in circulation. The last known price of OFFICIAL TRUMP is 1.73532194 USD and is up 9.97 over the last 24 hours. It is currently trading on 744 active market(s) with $259,407,006.57 traded over the last 24 hours. More information can be found at https://gettrumpmemes.com/.

Trump For President

A rebound in the TRUMP meme coin has prompted speculative calls for a pump or short squeeze, while the dominant discussion remains bearish: traders call it a pump-and-dump and point to steep losses among holders. Some remain bullish or say they are accumulating, but no specific confirmed catalyst for the move is apparent.

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

An industry observers reported identification of a POET optical engine at Foxconns Hon Hai Tech Day has traders debating whether it signals renewed progress in the existing FIT collaboration. Bulls see it as third-party validation, while skeptics say a demo or ecosystem display does not confirm production shipments, purchase orders, or a new company announcement.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLakes pending FDA decision on whether to accept its sonelokimab application for hidradenitis suppurativaand the review timeline, including possible priority reviewis the main focus. Traders are divided between optimism about the drug and regulatory progress and concern about approval risk, weak share performance, and the costs of commercializing without a partner or buyout.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

AXSM is drawing attention ahead of its Q3 results, with investors focused on Auvelitys growthespecially uptake for Alzheimers agitationand whether sales can support a path to profitability. The sharp share-price decline and managements limited recent commentary have intensified the debate: bulls say prescriptions may be understated by sampling and long-term-care channels, while skeptics question the pace of adoption, spending and commercial execution.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is drawing attention amid volatile SaaS trading, with traders attributing a sector rebound to reports of possible Workday acquisition talks and short covering. The wider debate remains whether AI will threaten Figmas design business or create new revenue, while some investors point to insider selling as a source of pressure.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A breakout to fresh 52-week highs ahead of expected Q3 results has put TGTX in focus, with traders watching BRIUMVIs sales momentum and guidance. Buyout and short-squeeze theories are also circulating, but remain speculation rather than confirmed catalysts.

Regeneron Pharmaceuticals, Inc. is a biotechnology company, which engages in the discovery, invention, development, manufacture, and commercialization of medicines. Its product portfolio includes the following brands: Dupixent, Evkeeza, Eylea, Inmazeb, and Kevzara. The firm accelerates the traditional drug development process through its proprietary VelociSuite technologies such as VelocImmune, which uses unique genetically humanized mice to produce optimized fully human antibodies and bispecific antibodies. The company was founded by Alferd G. Gilman, Leonard S. Schleifer, George Damis Yancopoulos, and Eric M. Shooter on January 8, 1988, and is headquartered in Tarrytown, NY.

Regeneron Pharmaceuticals, Inc.

Regenerons strong third-quarter results, which beat expectations on growth led by Dupixent and Eylea HD, have driven a sharp share-price breakout. Traders are largely celebrating the report and bullish options activity, while some note that declining legacy Eylea sales remain a risk to watch.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

OUST is drawing attention amid a sharp, volatile pullback that traders link to weakness in growth and AI stocks, with Q3 earnings expectations adding uncertainty. The community is split between buying the dip on Ousters lidar and Physical AI opportunity and warning that shares could fall further.

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 upcoming quarterly report is the main focus, with traders debating whether its guidance can support a stretched valuation amid weakness in AI and technology stocks. Bulls expect continued growth, while bears argue that even a solid report may disappoint if it does not exceed high expectations.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVAs stronger-than-expected quarterly results, including solid same-store sales and guest-traffic growth, fueled a sharp rebound and revived discussion of its store-expansion runway. Bulls see continued growth potential, while skeptics point to the stocks high valuation and pressure on restaurant spending.

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AI Super-Cycle Fuels Record Infrastructure Investments: ETFs to Buy  

AI's super-cycle is driving record infrastructure investment, boosting demand for data centers, power and equipment and spotlighting ETFs.

The Zacks Analyst Blog Highlights IGF, GRID, PAVE and IFRA

Infrastructure ETFs are gaining attention as electrification, grid upgrades and renewable energy investments drive long-term demand beyond AI.

Beyond Cloud: 4 Infrastructure ETFs for the Tech-Wary Investor 

 Infrastructure ETFs are gaining momentum as grid upgrades, EV charging expansion and decarbonization fuel demand beyond AI.

NEE Stock Gains Attention: CEO Flags ‘Accelerating’ US Electricity Demand 

Equity

Speaking on the first-quarter earnings call, Ketchum said utilities must quickly expand capacity while keeping electricity affordable.


Bloom Energy Stock Pauses After Record Run Fueled By AI Infra-Demand - Here’s The Catalyst That Is Driving Downside In Premarket

Analysts’ consensus price target on the stock is $53.58, implying roughly 41% downside from Wednesday’s close


Is iShares U.S. Infrastructure ETF (IFRA) a Strong ETF Right Now?

Should You Invest in the First Trust NASDAQ Clean Edge Smart Grid Infrastructure ETF (GRID)?

Should You Invest in the Global X U.S. Infrastructure Development ETF (PAVE)?

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Neutral Sentiment

<ul class="summary-bullets"><li>CEO John Ketchum noted NextEra’s focus on operational efficiency and scale to deliver reliable electricity across its 49-state footprint.&nbsp;</li><li>Florida Power &amp; Light remains a key growth driver, adding nearly 100,000 customers in Q1.</li><li>NextEra plans to invest $90 billion to $100 billion in Florida infrastructure through 2032.</li></ul>NextEra Energy Inc. (NEE) stock is gaining momentum as the company’s Chairman, President and CEO John Ketchum emphasized that electricity demand across the United States is accelerating rather than slowing.Speaking during the first-quarter (Q1) earnings call, Ketchum said that utilities must now prioritize both rapid capacity expansion and affordability as consumption trends strengthen across residential, commercial, and industrial sectors.<h2 class="st-heading-2">Balancing Growth With Affordability</h2>NextEra sees a sustained multi-year opportunity driven by rising electrification needs and population growth. Ketchum emphasized that the company is positioning itself to meet surging demand while maintaining cost discipline for customers.&nbsp;<blockquote>“Two things could not be clearer to me. First, demand for electricity in this country is not slowing down. In fact, it's accelerating. Our customers need power now, and speed to power is essential.”-John Ketchum, Chairman, President and CEO, NextEra Energy</blockquote>He highlighted operational efficiency and scale as key advantages, enabling the utility to deliver reliable power across a broad geographic footprint spanning 49 U.S. states.The company’s Florida utility segment, Florida Power &amp; Light (FPL), remains a core growth engine. FPL has added nearly 100,000 customers in Q1. The utility’s approach combines diversified energy sources with grid resilience to ensure stable pricing and reliability.<a href="https://stocktwits.com/symbol/NEE">NextEra stock&nbsp;</a>edged 0.04% lower in Friday’s premarket. On Stocktwits, retail sentiment around the stock remained in “extremely bullish” territory. Retail message shot up 1,150% in 24 hours.&nbsp;<h2 class="st-heading-2">NEE’s Massive Investment Pipeline In Florida</h2>Ketchum said NextEra expects to invest between $90 billion and $100 billion through 2032, largely focused on expanding Florida’s energy infrastructure. This includes new generation capacity and transmission upgrades designed to support rapid population and economic expansion in the state.&nbsp;“Earlier this month, FPL filed its annual 10-year site plan, detailing its approach to reliably and cost-effectively meet the growing need for electricity in Florida. The plan shows roughly 4 gigawatts of new gas-fired generation, complementing over 12 gigawatts of solar and over 7 gigawatts of storage solutions over the next 10 years which would further diversify FPL's generation fleet,” Ketchum added.&nbsp;<h2 class="st-heading-2">NEE’s Q1 Financial Performance&nbsp;</h2>NextEra Energy reported a 3% year-on-year increase in Q1 revenue to $6.7 billion and an adjusted earnings per share (EPS) of $1.09. While EPS exceeded analysts’ consensus estimates of $1.03, revenue missed the $7.09 billion estimate.&nbsp;FPL posted net income of $1.462 billion. NextEra Energy Resources reported a record quarter for renewable and storage development, adding 4 gigawatts to its backlog, bringing the total to approximately 33 gigawatts.NEE stock has gained over 19% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mbly-stock-heads-toward-another-green-week-goldman-sachs-sees-boost-from-next-gen-tech-robotaxi-platform/cZBWxCRReTo">MBLY Stock Heads Toward Another Green Week: Goldman Sachs Sees Boost From Next-Gen Tech, Robotaxi Platform</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the NextEra Energy logo is seen displayed on a smartphone screen.

NEE Stock - Speaking on the first-quarter earnings call, Ketchum said utilities must quickly expand capacity while keeping electricity affordable.

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NextEra Energy Inc

Hold rates steady

Cut 25 bps

Hike 25 bps

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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