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AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is seeing intense volatility and speculative interest ahead of its latest quarterly update, with investors focused on launch timelines and manufacturing scale rather than near-term financials. The community is heavily debating the company's ability to execute its aggressive constellation deployment, with many drawing parallels to the recent momentum seen in other high-beta space sector stocks.

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 Health is currently generating intense community debate as investors weigh significant earnings misses and subscriber growth concerns against aggressive guidance and potential catalysts like peptide expansion and weight-loss partnerships. The stock's heavy short interest and elevated volatility ahead of future developments have created a polarized outlook among shareholders regarding whether current valuation levels represent a value opportunity or a long-term risk.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is facing significant volatility following a double miss in its quarterly earnings, sparking intense debate among community members regarding the company's strategic pivot toward AI and data center infrastructure versus its core bitcoin mining operations. While some investors are betting on a future breakout driven by this infrastructure transition and potential institutional tenant contracts, many are expressing frustration over the company's management, share dilution, and underperformance compared to sector peers.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending as investors react to Ryan Cohen's ambitious, unsolicited bid to acquire eBay, with the community split between skepticism regarding the feasibility of the deal and excitement over potential short squeeze dynamics. Discussions are heavily focused on the implications of the move, with many users debating whether this is a strategic play to unlock shareholder value or a diversion from the company's core retail business.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is at the center of investor discussion following a mixed Q1 earnings report, with community sentiment divided between those focused on cash burn and certification delays and others highlighting strategic milestones like the transition to the FAA's restricted type certification in the UAE and defense partnerships. Traders are actively debating the company's long-term commercial viability and technical progress compared to competitors, with heightened interest surrounding upcoming operational catalysts and the potential for volatility.

Quantum Computing, Inc. engages in developing novel algorithms and solutions utilizing quantum and quantum-inspired computing to solve difficult problems in various industries. It leverages its expertise in finance, computing, security, mathematics, and physics to develop commercial applications for the financial, security, and government sectors. The company was founded on July 25, 2001 and is headquartered in Hoboken, NJ.

Quantum Computing Inc

Quantum Computing Inc. is experiencing significant trading activity following a major revenue surge driven by the acquisition of Luminar Semiconductor and a growing photonics-focused commercial backlog. Investors are actively debating the company's transition from an early-stage research firm to a manufacturer of photonic AI components, with the community closely tracking institutional accumulation, potential short squeeze setups, and the scalability of its room-temperature hardware technology.

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 trending as investors weigh significant quarterly losses and mounting debt against the company's aggressive infrastructure expansion and pivot toward AI and data center capacity. Community discussion remains polarized, with some focused on the potential for a major AI hyperscaler deal to serve as a catalyst, while others express frustration over management's high compensation and the lack of concrete partnership announcements.

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

Destiny Tech 100 is drawing intense scrutiny as investors debate the legitimacy of its Anthropic holdings following reports that shares held via special purpose vehicles may be void. Community sentiment is deeply polarized, with some members citing potential NAV destruction while others dismiss the controversy as short-driven fear tactics ahead of upcoming IPO catalysts.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is experiencing significant price volatility as speculative retail interest surges, driven by broader momentum in the quantum computing sector despite persistent concerns over cash burn and operational losses. Investors are actively debating the company's ability to scale its hardware technology against its current valuation, while traders continue to capitalize on high-intensity short-term price swings.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is experiencing significant volatility and retail focus as investors position themselves ahead of the upcoming Q1 earnings report, with community sentiment fueled by speculative excitement regarding potential NASA contract awards and long-term space sector momentum. Traders remain sharply divided, debating whether the current price action reflects healthy accumulation or an overextended run-up prone to technical pullbacks.

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Before the Drill Rigs Arrive at America's Largest Conventional Uranium Deposit, the Permitting Work Is Already Moving -- and Eagle Nuclear Just Made That Operationally Public

Before the Drill Rigs Arrive at America's Largest Conventional Uranium Deposit, the Permitting Work Is Already Moving -- and Eagle Nuclear Just Made That Operationally Public Before the Drill Rigs...

The Uranium Shortage: 78 Gigawatts Under Construction and Not Enough Fuel

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Brian's Big Idea: New Age Nuclear Stocks And A Popular Service at Zacks 

A look at stocks and a very popular service at Zacks.

27,000 Feet of Drilling, 47 Diamond Holes, and one of the Largest Uranium Deposits in America:

27,000 Feet of Drilling, 47 Diamond Holes, and one of the Largest Uranium Deposits in America: 27,000 Feet of Drilling, 47 Diamond Holes, and one of the Largest Uranium Deposits in America: PR...

Major Institutions are Positioning the $30B Supply Shift for Strategic Growth Potential - Equity Insider.com News Commentary

Major Institutions are Positioning the $30B Supply Shift for Strategic Growth Potential - Equity Insider.com News Commentary Major Institutions are Positioning the $30B Supply Shift for Strategic...

Significant U.S. Uranium Deposit Advances with Permitting Team NUCL, CCJ, UEC, SMR, and NXE as Uranium Demand Meets Domestic Supply Urgency

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The Nuclear Fuel Cycle Is Tightening. These Companies Are Positioned at Every Stage.

The Nuclear Fuel Cycle Is Tightening. These Companies Are Positioned at Every Stage. The Nuclear Fuel Cycle Is Tightening. These Companies Are Positioned at Every Stage. PR Newswire VANCOUVER, BC...

<ul class="summary-bullets"><li>The power need of data centers, which are relatively new actors in the energy system, is widely expected to grow exponentially.&nbsp;</li><li>U.S. residential retail electricity prices in September were up 7.4% year over year to about 18 cents per kilowatt-hour, underscoring the strain on the grid.</li><li>Wedbush’s Daniel Ives sees the demand for new energy to power the AI revolution exploding in the coming years.</li></ul>Nvidia CEO Jensen Huang’s “Joe Rogan&nbsp;Experience” podcast appearance caught a few off guard, given that he typically shows up at more formal setups rather than a long-form, freewheeling show. As expected, the conversation veered around all things artificial intelligence (AI).The head honcho of the most valued&nbsp;publicly listed&nbsp;company also touched on a&nbsp;hot-button topic:&nbsp;power-hungry data centers. Calling that issue “the bottleneck” for AI, Huang said, “I think in the next six, seven years, I think you’re going to see a whole bunch of small nuclear reactors.”“We’ll all be power generators,” he said, suggesting hyperscalers might be mulling captive power sources in the future.&nbsp; “It probably is the smartest way to do it. Right. And it takes the burden off… the grid. It takes — and you could build as much as you need, and you can contribute back to the grid.”In a lighthearted show, this could be one of the most loaded statements, underlining the importance of energy to power data centers that run a massive infrastructure of servers, storage drives, and network equipment to train models, inference, and run critical applications and services.<h2 class="st-heading-2">Data Center Draining Grid?</h2>The AI revolution is here to stay despite all talk of a bubble burst. The power need of data centers, which are relatively new actors in the energy system, is widely expected to grow exponentially.&nbsp;According to the International Energy Agency’s estimates, global electricity consumption by data centers is&nbsp;currently at&nbsp;about 415 terawatt-hours (TWh). That&nbsp;is expected to more than double, reaching around 945 TWh by 2030 in the base-case scenario, representing nearly 3% of total global electricity consumption. The IEA states that training the largest large-language model (LLM) requires about 154 megawatts (MW) of power.Goldman Sachs estimates that global power demand from data centers will rise 50% by 2027 and as much as 165% by the end of the decade, from the level seen in 2023.&nbsp; Due to higher processing workloads driven by AI, power density in data centers will increase to 176 kilowatts (KW) per square foot in 2027, up from 162 kW in 2023.The U.S. and China are currently the largest data center markets. The Trump administration has made no bones about its data center thrust to maintain pole position in the AI race. Last week, President Donald Trump signed an executive order establishing the “Genesis Mission,” a new endeavor to expand AI resources for scientific research. He is also considering an executive order to block state AI laws, signaling his intent to bring AI under the federal framework.In the U.S., natural gas (over 40%) is currently the most significant source of electricity for data centres, followed by renewables, primarily solar photovoltaic cells and wind (24%). Nuclear and coal power have shares of around 20% and 15%, respectively.&nbsp;<img src="https://news.stocktwits-cdn.com/IEA_energy_sources_png_837804de68.webp" alt="IEA-energy sources.png">Source: IEAData center needs have been a bane for consumers. Residential retail electricity prices in September were up 7.4% year over year, to about 18 cents per kilowatt hour,<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.eia.gov/electricity/monthly/update/end-use.php">&nbsp;according</a> to the Energy Information Administration (EIA). A May EIA report showed that electricity prices will likely outpace inflation at least through 2026, after tracking in line&nbsp;with inflation from 2013 to 2023.<h2 class="st-heading-2">Huang Sparks Fresh Nuclear Hype</h2>The Nvidia CEO comments bring the spotlight to nuclear energy stocks, both big and small. Among legacy utility companies, Constellation Energy (CEG), NextEra Energy (NEE), Entergy (ETR), Duke Energy (DUK) and Dominion Energy (D) are considered nuclear energy plays. Smaller&nbsp;players such as Oklo (OKLO) and NuScale Power (SMR) are also making all the right noises.Adjacent players such as Centrus Energy (LEU), which provides nuclear fuel and enrichment services, are also well positioned to capture a slice of this accelerating boom.Here’s how shares of these companies fared this year.<img src="https://news.stocktwits-cdn.com/Nuclear_energy_stocks_png_c8238c6104.webp" alt="Nuclear energy stocks.png">Source: KoyfinMost of these stocks have generated returns that align with or exceed the broader market, with some of the upside also driven by their defensive appeal amid an uncertain economic environment.&nbsp;Wedbush analyst Daniel Ives sees Oklo stock rising to $150 from sub-$100 levels, premised on his expectation that demand for new energy to power the AI revolution will explode in the coming years.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/capricor-s-red-hot-rally-has-wall-street-and-retail-hooked/cLILsdERES7">Capricor’s Red-Hot Rally Has Wall Street And Retail Hooked — And Fresh DMD Data Could Keep Fueling The Fire</a>

Cooling towers of a nuclear power plant in Oxford, UK.

Jensen Huang Thinks We’ll All Run Our Own Mini Nuclear Reactors In Our Backyards — What Today’s AI Power Crunch Really Looks Like

AI’s breakneck growth is colliding with an inconvenient truth: the world may not have enough power to fuel it, and Nvidia CEO Jensen Huang’s latest remarks have thrust the spotlight onto nuclear energy.

Equity

AI’s breakneck growth is colliding with an inconvenient truth: the world may not have enough power to fuel it, and Nvidia CEO Jensen Huang’s latest remarks have thrust the spotlight onto nuclear energy.


Shares of Constellation Energy Corp (CEG) rebounded in Thursday's early premarket session after they fell 4.3% to $299.5 on Wednesday, dragged by a rating downgrade by Citi.&nbsp;The brokerage, however, raised the price target to $318 from $232.In a note released Wednesday, Citi lowered Constellation Energy’s rating to ‘neutral’ from ‘buy,’ citing the stock’s valuation. The firm noted that the stock has been rallying this year on the back of deal wins, including a recent power purchase agreement with Meta Platforms (META). The stock has gained nearly 34% year-to-date.On Tuesday, Meta signed a 20-year agreement with Constellation Energy to purchase approximately 1.1 gigawatts (GW) of nuclear power from the Clinton Clean Energy Center in Illinois, starting in June 2027. Based on Citi’s analysis, the Meta deal adds $12 per share of value to Constellation shareholders.The stock surged more than 12% in pre-market trade on Tuesday, but pared&nbsp;the&nbsp;gains to close 0.1% lower.In May, the company stated it is close to securing long-term customer&nbsp;agreements, adding that rising power demand supported the rationale behind its $16.4 billion acquisition of Calpine Energy&nbsp;announced in January.Citi believes much of the benefit from such agreements has already been priced into the stock.Despite the downgrade, retail sentiment on Stocktwits remained ‘extremely bullish,’&nbsp;accompanied by&nbsp;‘extremely high’ message volumes.<figure class="image"><img style="aspect-ratio:972/121;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_05_143948_png_0b52c8ef9f.webp" alt="Screenshot 2025-06-05 143948.png" width="972" height="121"><figcaption>CEG sentiment and message volume as of 5:42 a.m. ET, June 5 | source: Stocktwits</figcaption></figure>One user believes that the&nbsp;price targets of Wall Street firms&nbsp;could increase by 10 to 15% once the acquisition of Calpine Energy closes in the second half of the year.<stembedurl>https://stocktwits.com/V4villanova/message/616839685</stembedurl>Nuclear stocks rallied last month after U.S. President Donald Trump signed a series of executive orders to expand nuclear energy, including Nuclear Regulatory Commission (NRC) reforms, expedited reactor approvals, federal land access for uranium, and new reactor development support.In Thursday's early premarket session, <a href="https://stocktwits.com/symbol/CEG">Constellation Energy stock</a> is up 0.59% at $301.30.For updates and corrections, email newsroom[at]stocktwits[dot]comRead Next: <a href="https://stocktwits.com/news-articles/markets/equity/oklo-falls-for-fifth-straight-session/chkDakpRbDZ">Oklo Retailers Downbeat After Stock Extends Losses For 5 Straight Sessions</a>

Constellation Energy Plan To Restart Pennsylvania's Three Mile Island Nuclear Plant. (Photo by Chip Somodevilla/Getty Images)

Constellation Energy On Track To Rebound After Citi’s Downgrade Sends Stock Down By 4% Wednesday: Retail Retains Bullish Bias

Shares of Constellation Energy falls on Citi downgrade after significant rally this year

Eagle Nuclear Energy Corp. engages in uranium exploration and development with proprietary small modular reactor (SMR) technology to address structural supply challenges in the U.S. nuclear sector. It offers Uranium Resources and Proprietary Small Modular Reactor (SMR) Technology. The company was founded on September 19, 2025 and is headquartered in Reno, NV.

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