SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 facing volatility following reports that Meta Platforms is planning to commercialize its excess AI compute capacity, sparking investor concerns over potential competition and future supply saturation. Despite this, many in the community view the sell-off as an overreaction, highlighting that long-term capacity agreements remain intact and that the move essentially validates the high value and structural scarcity of AI infrastructure.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant volatility as investors debate the impact of reports that Meta is exploring a cloud business to monetize excess AI compute capacity. While some market participants worry this signals potential oversupply and increased competition for neocloud providers, the community remains divided, with many highlighting CoreWeave's durable, long-term contracts and structural demand for AI infrastructure as reasons to view the pullback as a buying opportunity.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is surging after reports that it plans to launch a cloud initiative to monetize excess AI compute capacity, a move that positions the company as a potential rival to existing cloud infrastructure providers. While this development has sparked bullish sentiment regarding Meta's ability to offset massive capital expenditure, it has triggered a sharp sell-off in smaller specialized compute providers as investors weigh the implications of potential supply pressure and new competition in the AI infrastructure space.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack in the Box is trending as retail traders pivot to the stock as a potential short-squeeze candidate, citing its low float and high short interest. Community discussions are heavily focused on the squeeze thesis, with some comparing it to past meme-stock phenomena while debating the company's long-term turnaround efforts.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is facing intense market volatility as investors weigh the potential for hyperscalers to commercialize excess compute capacity against the long-term structural demand for high-performance AI infrastructure. While the community remains divided over management's capital allocation and communication strategy, bulls point to the company's significant power pipeline and recent NVIDIA Exemplar Cloud status as indicators of fundamental value.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending as investors focus on its significant short interest and technical potential for a squeeze, while the community debates the company's long-term commercial scaling versus its current reliance on enterprise catalysts.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is seeing intense social media debate as investors weigh the company's recent drone defense partnerships against concerns over shareholder dilution and internal management moves. While some traders are focused on the broader sector rally and potential for a short squeeze, others remain skeptical, warning of ongoing volatility and price pressure.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning is trending following a massive multiyear agreement with Amazon to supply fiber-optic infrastructure for U.S. data centers, fueling investor enthusiasm for its role as a backbone of the AI buildout. Community discussion remains heavily focused on the company's long-term utility as a critical supplier for hyperscalers, despite short-term price volatility and concerns about rotation within the AI semiconductor and infrastructure sector.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is seeing heightened attention as investors track its expansion into branded weight-loss drug distribution and upcoming regulatory hearings regarding peptide therapies. The community is actively discussing the stock's institutional backing and its shift toward a recurring, platform-based business model, with many focusing on the balance between growth momentum and potential regulatory volatility.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSpark is currently experiencing significant volatility as investors monitor range-bound price action between technical support and resistance levels. The community remains focused on the potential for an upcoming data center deal to serve as a catalyst for a breakout, while closely debating the stock's continued correlation with Bitcoin versus its long-term transition into an AI and infrastructure play.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

All You Need to Know About MasTec (MTZ) Rating Upgrade to Strong Buy

MasTec (MTZ) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Are Construction Stocks Lagging  MasTec (MTZ) This Year?

Here is how MasTec (MTZ) and United Rentals (URI) have performed compared to their sector so far this year.

MasTec Announces the Appointment of Manny Miranda to its Board of Directors

MasTec, Inc. (NYSE: MTZ) today announced that Mr. Manny Miranda has joined MasTecs Board of Directors as a Class II Director. With more than 40 years of experience in the utility industry, Mr. Miranda brings deep expertise across virtually every aspect of electric and natural gas utility...

Can Argan's Liquidity Strength Offset Large EPC Execution Risks?

AGX pairs a debt-free balance sheet with a strong backlog, but can its liquidity offset the execution risks tied to large power EPC projects?

Quanta vs. MasTec: Which Infrastructure Stock Is the Better Buy?

Is Quanta the better infrastructure buy over MasTec, as its $48.5B backlog, integrated model, and long-term visibility set it apart?

Can AI-Driven Fiber Demand Revive MasTec's Communications Business?

MTZ's Communications unit is likely to gain from AI data center fiber demand, BEAD funding and record backlog as telecom fundamentals improve.

Can Grid Modernization Become Quanta's Next Growth Driver?

Can PWR's grid modernization push power into its next long-term growth wave as utilities ramp up major transmission investments?

Can Sterling Capture More Value From Texas Infrastructure Demand?

Can STRL capitalize on booming Texas infrastructure demand as larger projects, strong awards and digital investment expand opportunities?

Sterling vs. MasTec: Which Infrastructure Stock is the Better Buy?

Does STRL's record backlog, acquisitions and rising EPS estimates highlight why investors are weighing it against MTZ in the infrastructure boom?

Quanta Sees Demand Beyond 2030: Is the Market Undervaluing Its Growth?

PWR says grid expansion, data centers and electrification could fuel demand beyond 2030, with a record backlog and higher 2026 guidance.

MasTec, Inc. engages in the provision of infrastructure construction services. It operates through the following segments: Communications, Oil and Gas, Clean Energy and Infrastructure, and Other. The Communications segment performs engineering, construction, maintenance, and customer fulfillment activities related to communications infrastructure, primarily for wireless and wireline/fiber communications, and install-to-the-home customers. The Oil and Gas segment offers services on oil and natural gas pipelines and processing facilities for the energy and utilities industries. The Clean Energy and Infrastructure segment serves energy, utility and other end-markets through the installation and construction of power generation facilities, including clean energy and renewable sources such as wind, solar and biomass, as well as various types of heavy civil and industrial infrastructure. The Other segment consists of equity investors, other small business units that perform construction, and other services for a variety of international end-markets. The company was founded by Jorge Mas Canosa in 1994 and is headquartered in Coral Gables, FL.

Mastec Inc.

Bearish Sentiment

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.

Feed

News

Sentiment

Earnings

Fundamentals

Info

MTZMastec Inc.

Fundamentals

Latest MTZ News