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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 Group is trending after reporting substantial revenue growth and positive adjusted EBITDA, coupled with increased capacity guidance and the strategic acquisition of AI agentic search company Tavily. The community is actively debating whether these strong operational metrics and strategic moves outweigh a perceived earnings miss, positioning NBIS as a highly discussed AI infrastructure play amid intense sector demand.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is gaining attention as its oral obesity drug VK2735 received FDA clearance to skip a trial phase and advance directly into Phase 3, significantly accelerating its development timeline in the competitive GLP-1 market. This strategic acceleration, coupled with promising data from its injectable program and recent regulatory actions against compounded alternatives, has fueled community discussions about potential partnerships or a significant short squeeze, despite recent mixed financial results.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending after its Q4 earnings report highlighted the operational "Eagle Line" pilot production and B-sample shipments to multiple OEMs, sparking intense debate. Bulls see this as a pivotal move towards commercialization and a licensing model, while bears remain critical of the continued lack of concrete revenue, profits, and specific customer commitments, questioning its valuation in the competitive solid-state battery sector.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly (FSLY) is surging after reporting record Q4 and full-year 2025 financial results, achieving significant revenue growth, improved gross margins, and a return to profitability, alongside an optimistic 2026 outlook. The community is highlighting the company's turnaround, citing strong security revenue and AI-driven tailwinds as key growth drivers, with many believing the stock remains undervalued despite the sharp move.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

NovoCure is trending following the U.S. FDA approval of its Optune Pax, a Tumor Treating Fields therapy for locally advanced pancreatic cancer, hailed as the first new treatment in three decades with improved patient outcomes. The community is actively debating significant upside potential from this groundbreaking news, while some caution about previous stock volatility and potential commercial challenges, despite promising survival and pain progression data from trials.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X is trending due to its upcoming merger with Infleqtion, a quantum technology leader gaining significant traction from recent NASA and DOE contracts. The community is actively discussing Infleqtion's strong fundamentals and perceived undervaluation compared to other quantum peers, anticipating a significant re-rating post-merger.

Crocs, Inc. engages in the design, development, manufacture, worldwide marketing, sale, and distribution of lifestyle footwear and accessories. It operates through the Crocs Brand and HEYDUDE Brand segments. The company was founded by Scott Seamans, George B. Boedecker, Jr., and Lyndon V. Hanson III in 2002 and is headquartered in Broomfield, CO.

Crocs Inc

Crocs is trending following an unexpected adjusted earnings and revenue beat, defying earlier market pessimism and driving a significant rally. Community sentiment highlights the stock's perceived undervaluation, ongoing share buybacks, and signs of stabilization in its HeyDude brand as key drivers, despite broader sector headwinds.

Himax Technologies, Inc. is a semiconductor solution provider dedicated to display imaging processing technologies. It operates through the Driver Integrated Circuit and Non-Driver Products segments. The company's products include display drivers, timing controllers, wafer level optics, video and display technology solutions, liquid crystal over silicon silicon, complementary metal-oxide semiconductor image sensor, and power integrated circuit. Its products used in TVs, laptops, monitors, mobile phones, tablets, digital cameras, car navigation, virtual reality (VR) devices and many other consumer electronics devices. Himax Technologies was founded by Biing Seng Wu and Jordan Wu on June 12, 2001 and is headquartered in Tainan, Taiwan.

Himax Technologies - ADR

Himax Technologies, Inc.

Himax Technologies is trending amid mixed Q4 earnings and cautious Q1 guidance, sparking frustration among investors over consistent 'fluff' from management. However, community discussions are intensifying around the company's crucial role in next-generation Co-Packaged Optics (CPO) for AI data centers, with many anticipating a significant revenue ramp in the coming years despite current subdued outlooks.

MNDE is the governance token for Marinade. Marinade helps you to stake Solana without locking in liquidity by turning SOL into mSOL - tokenized version of staked SOL. This way you can both secure the network by staking SOL, and use your mSOL as the ultimate unit in Solana DeFi ecosystem. To provide liquidity, deposit in lending protocols and even buy NFTs.

Marinade

Marinade (MNDE) is trending as the community widely discusses its significant undervaluation, highlighting its substantial Total Value Locked (TVL) on the Solana blockchain relative to its market capitalization, positioning it as a leading liquid staking platform poised for a potential breakout.

The GEO Group, Inc. engages in the design, financing, development, and support services for secure facilities, processing centers, and community re-entry facilities. It operates through the following segments: U.S. Secure, Electronic Monitoring and Supervision, Reentry, and International Services. The U.S. Secure Services segment encompasses the United States-based public-private partnership corrections and detention business. The Electronic Monitoring and Supervision Services segment conducts its services in the U.S. The Reentry Services Segment consists of various community-based and reentry services. The International Services segment consists of public-private partnership secure services operations in Australia and South Africa. The company was founded by George C. Zoley in 1984 and is headquartered in Boca Raton, FL.

Geo Group, Inc.

GEO Group is actively discussed following its robust Q4 revenue performance and an expanded $500 million share buyback authorization, despite a conservative 2026 EPS outlook. Community members are weighing leadership changes and the significant potential from new ICE contracts for monitoring and skip tracing services against recent stock performance.

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Bloom Energy Corp. (BE) stock fell over 2% in the early premarket session on Thursday after it snagged a downgrade from a Wall Street firm. The weakness may also be partly due to the strong rally on Wednesday, which pushed the stock to a new record.Mizuho downgraded Bloom Energy stock to ‘Neutral’ from ‘Outperform,’ but upwardly revised the price target to $79 from $48, the summary of the research note published on the Fly on Thursday showed.&nbsp;The research firm attributed the downgrade to the company’s high valuation.&nbsp;Bloom Energy stock, which underwent a consolidation move until late July, has seen a meteoric rise, thanks to its exposure to the rapidly evolving artificial intelligence (AI) technology.&nbsp;&nbsp;For the year-to-date&nbsp;period, Bloom Energy stock has rallied over 300%. The consensus analysts’ price target for the stock is $53.58, implying&nbsp;a&nbsp;roughly 41% downside from Wednesday’s close. Mizuho analysts also expressed concerns about the company’s limited internal production capacity.&nbsp;However, improved visibility for Bloom Energy’s demand growth, especially utility-scale data center orders, led to the price target hike,&nbsp;according to Mizuho.On Stocktwits, retail sentiment toward Bloom Energy stock stayed ‘bullish’ (62/100) as of early Thursday, while the message volume tempered slightly and yet held ‘high.’<figure class="image"><img style="aspect-ratio:622/51;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_02_at_5_42_45_AM_png_b123387679.webp" alt="Screenshot 2025-10-02 at 5.42.45 AM.png" width="622" height="51"><figcaption>BE sentiment and message volume as of 5:20 a.m. ET, Oct. 2 | source: Stocktwits</figcaption></figure>Earlier this week, BTIG raised&nbsp;its&nbsp;price target&nbsp;for the stock to $80 from $42 and maintained&nbsp;a ‘Buy’ rating, citing expectations for strong demand for the company’s fuel cells over the next few years. The company’s fuel cells are used in&nbsp;high-performance servers placed in AI data centers.&nbsp;Recently, BFC Power, a Tallgrass subsidiary, has filed an air permit for up to 900 megawatt (MW) of Bloom Energy fuel cells in Laramie County, Wyoming in what is seen as the "largest project filing to date" and "a step-up in scale that puts fuel cells into the broader utility and data-center power conversation."For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-futures-dip-but-s-and-p-500-poised-for-higher-start/chCr5JMR3Og">Dow Futures Dip But S&amp;P 500 Poised For Higher Start After Broader Gauge Clocks Another Record — Strategist Says This Government Shutdown Could Engender More Volatility</a>

In this photo illustration, the Bloom Energy (Be) logo is seen displayed on a smartphone screen. 

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

Why Bloom Energy Stock Is Slipping In Premarket Today

Equity

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


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