SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors upcoming FDA decision on deramiocel for Duchenne muscular dystrophy is driving attention, with traders focused on the November 22 target date and the companys amended application emphasizing upper-limb function data. Bullish traders interpret the longer-term data, rare-disease policy discussions and recent commercial hiring as encouraging signs, while skeptics cite prior FDA concerns and say approval remains uncertain.

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

TGTX is drawing attention for its breakout ahead of the expected Q3 earnings report, with traders focused on BRIUMVIs growth and possible further upside. Buyout and short-squeeze chatter is prominent but speculative; some traders instead attribute the move to earnings expectations and the companys commercial momentum.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

DaVitas warning that DefenCath reimbursement could fall after early 2027 has fueled a sharp selloff and concern about future pricing and revenue. Traders disagree over whether the warning signals sustained pressure or is only a preliminary estimate, pointing to CMSs more stable outlook while criticizing CorMedixs lack of clarification.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS REGAL Phase 3 leukemia trial reached its prespecified event threshold, triggering final analysis and putting the GPS survival readout in focus. Traders are sharply divided over whether GPS will show a benefit or whether control-arm outcomes and trial assumptions could undermine the bull case, amid volatile trading and speculation about short positioning.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

Precigens PAPZIMEOS commercial launch and stronger-than-expected quarterly results, including a move to profitability, are driving bullish discussion about its growth prospects. Traders also debate whether potential INO-3107 competition could challenge PAPZIMEOS and whether heavy short interest is amplifying the stocks moves.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins steep selloff ahead of its quarterly report is fueling concern about slowing ad growth, analyst target cuts, and weakness across advertising-related stocks. Traders debate whether the decline reflects deteriorating prospects or has overshot the companys growth and cash-generation fundamentals, with earnings seen as a key test.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention after a sharp Nasdaq selloff tied to weakness in technology and semiconductor stocks, with traders debating whether concerns about AI spending and earnings justify more downside or whether the decline is an oversold dip to buy. The late-session rebound prompted some dip-buying optimism, but bearish traders continued to warn that the correction may not be over.

BNB (BNB) is a cryptocurrency . BNB has a current supply of 131,511,396.41. The last known price of BNB is 698.79071116 USD and is down -6.08 over the last 24 hours. It is currently trading on 3523 active market(s) with $4,017,835,584.29 traded over the last 24 hours. More information can be found at https://bnbchain.org/en.

Binance

Binances reported large-scale security breach and temporary suspension of deposits and withdrawals dominate discussion, with traders worried about exchange security, customer withdrawals, and possible broader crypto-market fallout. Some expect deeper losses or an FTX-like crisis, while others argue Binance can cover customer losses and that the sell-off has been limited.

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 earnings, fueled by Eylea HD sales and higher Sanofi collaboration revenue from Dupixent, drove a sharp share-price jump and breakout discussion. Traders largely welcomed the results, while some debated whether newer drugs can sustain growth; the upcoming cemdisiran decision also drew attention.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

Silvers sharp selloff, amid inflation concerns and expectations of higher interest rates, is driving attention to SLV. Traders are split between calling the decline an oversold buying opportunity and warning that selling may continue, with some blaming market manipulation without evidence.

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Nuclear Power Is Back, But Only a Few Stocks Have Customers Signed

Key PointsOklo has major customer commitments, but it and Nano Nuclear Energy still lack approval to build or operate a reactor...

Can Industrial Heat Demand Drive Growth for NuScale Stock?

SMR's push into high-temperature steam could unlock new industrial opportunities, but commercial deployment, customer deals and financing remain hurdles.

BE Stock Leads Energy Rally After SpaceX CEO Elon Musk Says AI’s Real Constraint Is Power And Cooling, Not Chips

Equity

Musk said power, cooling, and electrical equipment infrastructure are “somewhat of a limiting factor” for the AI buildout. 

OKLO Advances Regulatory Milestones to Support Nuclear Growth

OKLO advances key DOE regulatory milestones for its Aurora-INL and Groves projects while pursuing NRC licensing pathways to support future nuclear expansion.

Micron Technology and Krispy Kreme have been highlighted as Zacks Bull and Bear of the Day

Micron Technology benefits from surging AI-driven memory demand, tight DRAM supply and soaring margins, while Krispy Kreme faces mounting pressure from GLP-1 adoption and rising debt.

Stocktwits Midweek Energy Check: Oil Rallies, Trump’s Greenland Deal Makes Waves, Oracle Reaffirms Bloom Energy’s Jupiter Ties

Oil prices surged after Yemen's Iran-allied Houthis attacked Saudi Arabia on Tuesday. 

OKLO Builds on Groves Progress to Expand Isotope Business

OKLO's push into medical isotopes gains momentum as reactor milestones, critical material procurement and laboratory capabilities open new avenues for growth.

Has Nuclear Energy Trade Seen Its Bottom? What Jan Van Eck Sees In The Constellation-Google Deal

Van Eek Funds CEO, Jan van Eck, said that the AI 2.0 trade, which includes the power infrastructure, is headed for a reversal after a lackluster performance so far in 2026.

CEG, VST, TLN Jump: Google’s Power Deal Sparks A Nuclear Rally

Constellation and Google announced two contracts on Tuesday, totaling about 3,590 megawatts, sparking buying in CEG, as well as peers VST and TLN. 

How ENTRA1 Is Supporting NuScale's Commercial Nuclear Push

SMR's ENTRA1 partnership could unlock TVA deployment, data-center demand and industrial uses as commercial talks advance.

NANO Nuclear Energy, Inc. is a microreactor and nuclear technology company, which provides supply energy services. Its products in technical development are ZEUS, a solid core battery reactor, and ODIN, a low-pressure coolant reactor. The company is founded by Jiang Yu in February, 2022 and is headquartered in New York, NY.

Nano Nuclear Energy Inc.

Bearish Sentiment

<ul class="summary-bullets"><li>Musk’s rocket company posted revenue and earnings that beat Wall Street estimates, largely bolstered by a run-up in its superintelligence segment.</li><li>The CEO said SpaceX has a “highly proprietary” plan to reach 20 GW of power and cooling by the end of 2027, including “many different sources of power, not just gas turbines.”</li><li>Shay Boloor, Chief Market Strategist at Futurum Equities Research, noted in a post on X that BE could be one of the biggest beneficiaries of Elon Musk's comments.&nbsp;</li></ul>Shares of Bloom Energy Corp. (BE) led a&nbsp;surge in energy stocks overnight on Tuesday after SpaceX (SPCX) CEO Elon Musk said that the actual constraint on growing “superintelligence” is power and cooling infrastructure rather than semiconductors.&nbsp;<a href="https://stocktwits.com/symbol/BE">BE stock</a> jumped nearly 6% higher in extended trading hours. Meanwhile, nuclear power companies&nbsp;<a href="https://stocktwits.com/symbol/OKLO">Oklo Inc. (OKLO)</a>,&nbsp;<a href="https://stocktwits.com/symbol/SMR">NuScale Power Corp. (SMR)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/XE">X-Energy Inc. (XE)</a> also climbed about 2% each, while&nbsp;<a href="https://stocktwits.com/symbol/NNE">Nano Nuclear Energy Inc. (NNE)</a> gained 1.5%.&nbsp;<h2 class="st-heading-2">Musk Emphasizes Power Needs For AI Scaling&nbsp;</h2>In its&nbsp;third-quarter&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spcx-rises-after-hours-on-ai-driven-revenue-surge-and-first-profit-since-ipo/cZxAIl0RBH9">earnings report</a>&nbsp;on Tuesday, Musk’s rocket company posted revenue and earnings that beat Wall Street estimates, largely bolstered by a run-up in its superintelligence segment.&nbsp;AI-related revenue totaled $7.56 billion, surpassing even Starlink segment revenue.&nbsp;“As I think people are starting to realize, the constraint on deployment of superintelligence is more in power and cooling and infrastructure than it is in chips,” Musk said in a call with investors.&nbsp;He added that because power, cooling, and electrical equipment infrastructure is “somewhat of a limiting factor,”&nbsp;<a href="https://stocktwits.com/symbol/SPCX">SpaceX</a> aims to add an incremental 20 gigawatts of power-cooling infrastructure next year to ensure it doesn't constrain build-out.&nbsp;Musk added that the “highly proprietary” plan to reach 20 GW of power and cooling by the end of 2027 would include “many different sources of power, not just gas turbines.” Beyond renewables such as solar and wind, Musk said the company would explore “every other source of power that we can obtain.”&nbsp;<h2 class="st-heading-2">Impact On BE, OKLO, SMR, XE, NNE Stocks</h2>The group of fuel cell and nuclear energy stocks climbed as the sentiment for AI-driven power companies jumped on Musk’s comments.&nbsp;Shay Boloor, Chief Market Strategist at Futurum Equities Research, noted in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/StockSavvyShay/status/2112700319079809076">post</a> on X that BE could be one of the biggest beneficiaries of Elon Musk's comments on power, cooling and electrical infrastructure for scaling AI compute.&nbsp;“That’s huge for Bloom since its fuel cells generate power directly at data centers without turbine blades or years-long grid connections, which could bring billions of dollars of idle GPUs online faster,” he said.&nbsp;Retail investors also noted the link. One user&nbsp;<a href="https://stocktwits.com/Jceekp/message/666965104">said</a>, “$BE Elon's on the SPCX call pumping his capex numbers. There is no ceiling to how much BE is going to make from data center buildouts.”Another user&nbsp;<a href="https://stocktwits.com/bullsbearsrtds/message/666969855">said</a>, “$BE Musky said we need power, more power. BE to 250+ tomorrow.”&nbsp;A third user quoted Musk’s comments and linked other energy stocks,&nbsp;<a href="https://stocktwits.com/FlightDirector/message/666969129">saying</a>, “From the $SPCX call: ‘I think people are starting to realize the constraints on deployment of superintelligence is more in power and cooling and infrastructure than it is in chips.’ $OKLO $SMR $XE $NNE.”Retail sentiment on Stocktwits around BE, OKLO and NNE stocks was ‘neutral’ at the time of writing. Meanwhile, sentiment around XE stock was ‘bullish,’ while SMR stock was ‘extremely bullish.’&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tesla and SpaceX CEO Elon Musk attends the Golden Age of American Innovation Summit at the Institute of Peace on October 08, 2026 in Washington, DC. (Photo by Win McNamee/Getty Images)

Why Are BE, OKLO, SMR, XE, NNE Stocks Rising Overnight?

Bloom Energy Corp - Ordinary Shares - Class A

Oklo Inc.

NuScale Power Corp

SpaceX

X-Energy Inc

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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? 
 
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