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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 strong quarterly results and raised outlook were overshadowed by a sharp selloff, as traders focused on rising capital spending, negative cash flow and a demanding valuation. Bulls view the spending as investment to meet strong data-center power demand and are buying the dip, while bears question when growth will translate into cash and whether AI-infrastructure valuations can hold.

MGM Resorts International is a holding company, which engages in the ownership and operations of casino resorts. The firm's casino resorts offer gaming, hotel, convention, dining, entertainment, retail, and other resort amenities. It operates through the following business segments: Las Vegas Strip Resorts, Regional Operations, MGM China, and MGM Digital. The Las Vegas Strip Resorts segment operates the following casino resorts: Bellagio, MGM Grand Las Vegas, Mandalay Bay, The Mirage, Luxor, New York-New, Excalibur, Park MGM, and Circus Las Vegas. The Regional Operations segment consists of the following casino resorts: MGM Grand Detroit in Detroit, Michigan, Beau Rivage in Biloxi, Mississippi, Gold Strike Tunica in Tunica, Mississippi, Borgata in Atlantic City, New Jersey, MGM National Harbor in Prince George’s County, Maryland, and MGM Springfield in Springfield, Massachusetts. The MGM China segment includes MGM Macau and MGM Cotai. The MGM Digital segment focuses on the online gaming portfolio, which consists primarily of Leo Vegas, which is headquartered in Sweden and Malta. The company was founded by Kerkor Kerkorian on January 29, 1986 and is headquartered in Las Vegas, NV.

MGM Resorts International

MGM is under pressure after People Inc. withdrew its takeover proposal, removing the deal premium and renewing concerns about the companys standalone value. Traders are split between speculation about another transaction and worries about broader casino-sector weakness, including demand and macro pressures.

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

Encouraging preliminary Phase 1 results for TG Therapeutics off-the-shelf CAR-T therapy azer-cel in progressive MS are driving attention, with traders highlighting early disability stability or improvement and a favorable initial safety profile. Reactions are bullish on the potential pipeline value but tempered by the small, uncontrolled study and frustration that the share-price response has been muted.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Speculation around an Anthropic IPO filing is driving attention, with traders viewing DXYZ as a proxy for the private AI company and debating whether its holdings justify a higher NAV. Optimists anticipate a rerating on IPO news, while skeptics point to delays, uncertainty, and DXYZs weak trading despite claims it is below NAV.

Phathom Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel treatments for gastrointestinal diseases. The company was founded by Tadataka Yamada, David Socks, Azmi Nabulsi, Aditya Kohli, and Roger Ulrich on January 9, 2018 and is headquartered in Florham Park, NJ.

Phathom Pharmaceuticals Inc

BDR Pharmaceuticals lawsuit challenging the FDAs refusal to accept a generic application for VOQUEZNA has put the drugs exclusivity through 2032 in focus and triggered a sharp selloff. Traders debate whether the case is a lasting competitive overhang or headline-driven panic, noting that the lawsuit is not a ruling allowing generic competition and Phathom says it will defend the exclusivity.

Target Corp. engages in the operation and ownership of general merchandise stores. It offers food and general merchandise, clothing and household goods, electronics, and toys. Its brands include A New Day, All in Motion, Art Class, Auden, AVA & VIV, Boots and Barkley, Brightroom, Bullseye's Playground, Casaluna, Cat & Jack, Cloud Island, Colsie, dealworthy, Embark, Everspring, Favorite Day, Figmint, Future Collective, Gigglescape, Good & Gather, Goodfellow & Co, Hearth & Hand with Magnolia, Heyday, Hyde & EEK! Boutique, JoyLab, Kindfull, Kona Sol, Made By Design, Market Pantry, Mondo Llama, More Than Magic, Opalhouse, Open Story, Original Use, Pillowfort, Project 62, Room Essentials, Shade & Shore, Smartly, Smith & Hawken, Sonia Kashuk, Spritz, Sun Squad, Threshold, Universal Thread, up&up, Wild Fable, Wondershop, Xhilaration, California Roots, Casa Cantina, The Collection, Headliner, Jingle & Mingle, Rosé Bae, Photograph, SunPop, and Wine Cube. The company was founded by George Draper Dayton in 1902 and is headquartered in Minneapolis, MN.

Target Corp

Targets earnings beat and raised outlook have fueled optimism that its turnaround is gaining traction, with traders pointing to improving traffic and sales. The debate is whether that progress can last, since tariff refunds boosted results and some traders view the latest pullback as a reversal of prior gains.

Bitdeer Technologies Group engages in the cryptocurrency mining industry. It generates income through its proprietary mining datacenters. The firm handles complex processes involved in computing such as equipment procurement, transport logistics, datacenter design and construction, equipment management, and daily operations. The company was founded by Wu Jihan in December 2021 and is headquartered in Singapore.

Bitdeer Technologies Group. - Ordinary Shares - Class A

Bitdeer Technologies Holding Co

BTDR is drawing attention for a sharp drop and persistent underperformance, which traders say is especially frustrating given the companys reported Bitcoin production growth and AI/data-center contracts. The discussion questions whether sector weakness, short selling, or dilution concerns are weighing on shares, but no single cause is established.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendys shares are under pressure near multi-year lows, with bearish traders pointing to weak traffic and sales, declining earnings, a troubled franchisee, and the dividend cut. Bulls counter with turnaround and international-growth hopes, while buyout and short-squeeze talk remains speculative.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

SpaceXs push to build Starlink Mobile into a U.S. wireless carrier has raised competition concerns and pressured AT&T shares. Traders are divided over whether the threat could eventually disrupt incumbent carriers or whether the selloff overstates a risk that would take years and substantial investment to materialize; many view the decline as a buying opportunity.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

A stronger-than-expected Q3 report, raised outlook and record backlog are driving attention, alongside a proposed 10-year F-35 production framework that still requires formal contracting approval. Traders are broadly bullish on post-earnings momentum, though some warn the shares look overbought and could give back gains.

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ROAD's Florida Expansion: Can Infrastructure Demand Drive Growth?

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Will Jacobs' Digital Twin Strengthen NVIDIA's AI Infrastructure Reach?

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NVDA Stock Eyes Third Straight Monthly Gain: Nvidia Adds Data Center Digital Twin Deal

Equity

Nvidia selected Jacobs to deploy its Omniverse-based digital twin platform at a large-scale U.S. AI research and development facility.


Jacobs extends role on German hydrogen-capable direct reduction plant

Jacobs (NYSE: J) was selected to extend its role on thyssenkrupp Steel's direct reduction plant in Duisburg, Germany, continuing to provide project management office (PMO), construction management and assembly management services as the hydrogen-capable facility moves toward first iron production...

Jacobs to Provide Advisory Services for Germany's Konrad Repository

J is set to advise Germany's Konrad Repository, assessing construction, schedules and costs as the mine is converted for radioactive waste disposal.

Why Jacobs Solutions (J) is a Top Growth Stock for the Long-Term

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Jacobs expands role on National Grids Asset Health Intervention Programme

Jacobs (NYSE: J) has been reappointed to National Grids Asset Health Intervention Programme, securing the Central region and expanding its role to include the Southeast and Southwest regions. The five-year program focuses on renewing U.K. critical infrastructure to meet the future needs of...

Jacobs Solutions, Inc. is a holding company, which engages in the designing and deployment of technology-centric solutions. It operates through the following business segments: Infrastructure and Advanced Facilities, and PA Consulting. The Infrastructure and Advanced Facilities segment includes solutions for complex challenges related to energy security, environmental resilience, safe and reliable transportation, buildings and infrastructure, integrated water management and biopharmaceutical manufacturing. The PA Consulting segment includes the investment in PA Consulting Group. The company was founded in 1947 and is headquartered in Dallas, TX.

Jacobs Solutions Inc

Neutral Sentiment

<ul class="summary-bullets"><li>The three-year SaaS platform will support power balancing, energy forecasting, cooling, predictive maintenance and training.</li><li>Jacobs said the system is becoming an “intelligent operating layer” for AI agents.</li><li>CEO Jensen Huang attended a White House meeting with Trump and other tech executives Tuesday.</li></ul>Nvidia (<a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">NVDA</a>) shares traded flat in early morning trade on Wednesday, keeping the stock on track for a third consecutive monthly gain, after the company announced a new data-center software deal and reports surfaced about early discussions to shift some AI infrastructure financing risk to insurers.Engineering and infrastructure firm Jacobs (J) announced that it has been selected to deploy Nvidia’s Omniverse-based digital twin platform at a large-scale U.S. AI research and development facility under a three-year software-as-a-service agreement (SaaS). The financial terms were not disclosed.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> edged up about 0.35% in premarket trading. The shares are up roughly 3% in September so far, putting them on track for their first three-month winning streak of 2026.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260930_080239140_9be5f3019d.png" alt="koyfin_20260930_080239140.png" width="2400" height="1240"><figcaption><a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">NVDA</a> stock’s monthly gains year-to-date. | Source: Koyfin</figcaption></figure>Nvidia’s stock has been trading around the $233 to $235 zone, less than 2% below its record closing high of $236.45 reached in May.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260930_081133688_e6267ee8ba.png" alt="koyfin_20260930_081133688.png" width="2400" height="1240"><figcaption><a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">NVDA</a> stock price performance year-to-date on September 30 as of 7:45 a.m. ET | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">Nvidia Expands AI Data Center Software Push</h2>The Jacobs agreement gives Nvidia another way to participate in the growing AI infrastructure buildout beyond supplying GPUs and other computing hardware.The company said the Omniverse-based digital twin platform will be used for power-load balancing, energy forecasting, liquid-cooling monitoring, predictive maintenance, and operator training.Digital twins create virtual representations of physical systems, allowing operators to model conditions and test potential changes before applying them to real-world infrastructure.Jacobs said the platform is evolving towards becoming an “intelligent operating layer,” where AI agents can predict operating conditions, recommend actions and optimize data-center performance.<a href="https://stocktwits.com/symbol/J">J stock</a> edged 0.4% higher in pre-market trade, with retail sentiment around the shares on Stocktwits trending in ‘neutral’ territory over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_30_081203_1680cba368.png" alt="Screenshot 2026-09-30 081203.png" width="1020" height="538"><figcaption>J stock retail sentiment on September 30 as of 8:00 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Nvidia Explores Ways To Shift AI Financing Risk</h2>The news comes after the Financial Times on Tuesday reported that Nvidia has held early discussions with insurance companies about structures that could shift some risk tied to semiconductor financing away from the company and toward insurers and other investors.The report said one structure under discussion would provide insurance against losses on loans made to newer cloud-computing companies. If a borrower defaults, the insurance would potentially protect lenders if the Nvidia chips pledged as collateral are worth less than the outstanding loan.Discussions are reportedly in the early stages, with no certainty that a transaction will be completed.<h2 class="st-heading-2">How Is Retail Feeling About <a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">NVDA</a> Stock?</h2>On Stocktwits, retail sentiment around Nvidia shares trended into ‘bearish’ territory over the past day, with ‘normal’ levels of chatter.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_30_081149_e4937d5c76.png" alt="Screenshot 2026-09-30 081149.png" width="1022" height="536"><figcaption><a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">NVDA</a> stock retail sentiment on September 30 as of 8:00 a.m. ET | Source: Stocktwits</figcaption></figure>One trader pointed to bearish technical signals and questioned the stock’s ability to keep moving higher despite positive company news.<stembedurl>https://stocktwits.com/AZZ_MAN/message/665407611</stembedurl>Another retail trader noted Nvidia CEO Jensen Huang’s influence at the White House meeting with President Donald Trump and other technology executives on Tuesday.&nbsp;<stembedurl>https://stocktwits.com/investing_dans_valeur/message/665406869</stembedurl>Trump said the group had signed a voluntary AI agreement described as “morally binding,” focused on internal controls, outside audits and board-level oversight of AI systems.<a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">NVDA</a> stock has gained around 20% this year and nearly 25% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-outperform-rating-william-blair-ai-creating-substantial-demand/cZMF3msRBhL">CRWV Stock Gets An 'Outperform' Rating – William Blair Says Rapid Scaling Of AI Is Creating Substantial Demand</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

NVIDIA founder, President and CEO Jensen Huang speaks about the future of artificial intelligence and its effect on energy consumption and production

Nvidia (NVDA) shares traded flat in early morning trade on Wednesday, keeping the stock on track for a third consecutive monthly gain, after the company announced a new data-center software deal and reports surfaced about early discussions to shift some A

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