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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is experiencing a volatile sell-off as investors weigh strong cyclical demand against market-wide risk aversion and speculative fears that AI efficiency algorithms could eventually dampen long-term memory requirements. The community remains deeply divided, with many bullish investors viewing the sharp retracement as a structural buying opportunity due to strong fundamentals, while others fear a technical breakdown and further downward pressure driven by broader geopolitical instability.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is currently trending as investors weigh significant supply chain constraints, specifically a deepening CPU shortage and concurrent price hikes, against the stock's persistent price volatility tied to macroeconomic and geopolitical factors. Community discussion remains polarized, with many traders focusing on the company's long-term foundry turnaround potential and advanced packaging technology as catalysts, while others remain cautious due to short-term downward pressure and broader market instability.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group Corp. (DJT) is currently under intense scrutiny as market participants react to geopolitical instability and shifting narratives surrounding the U.S. military operation in Iran. Investors and community members are actively debating the economic implications of the Strait of Hormuz conflict, while social media channels are flooded with polarizing discourse regarding the administration's foreign policy, potential war-time spending, and broader political controversies.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is currently trading near multi-year lows, driven by mounting concerns over inventory markdowns, slowing growth in China, and significant tariff-related headwinds. While the community is deeply polarized, many investors are focused on the stock's potential as a long-term turnaround play, pointing to recent open-market purchases by leadership and the upcoming World Cup cycle as catalysts for a potential relief rally.

Ginkgo Bioworks Holdings, Inc. engages in developing biological engineering products and custom microbes. Its platform enables biotechnology applications across diverse markets, from food, agriculture, industrial chemicals, and pharmaceuticals. It operates through the Cell Engineering and Biosecurity segments. The Cell Engineering segment includes end-to-end cell engineering solutions and cell engineering tools offerings for biological research and development. The Biosecurity segment focuses on biomonitoring and bioinformatics support services, offered to both government and non-government customers through its Canopy and Horizon offerings. The company was founded by Jason Kelly, Reshma Shetty, Bartholomew Canton, Austin Che, and Thomas F. Knight, Jr. in 2008 and is headquartered in Boston, MA.

Ginkgo Bioworks Holdings Inc - Ordinary Shares - Class A

Ginkgo Bioworks is seeing intense community debate following a shift toward autonomous labs and AI-driven biologics, with investors split between those betting on long-term infrastructure potential and those skeptical of the company's financial burn and dilution history. The stock remains a high-volatility target for traders who are closely monitoring institutional accumulation patterns and recent leadership changes while debating whether the platform's pivot can finally drive sustainable, milestone-backed revenue.

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 generating significant community buzz due to its ambitious expansion into Finland, where it is constructing one of Europes largest AI compute hubs to support advanced AI infrastructure. While the stock has experienced recent volatility amid broader market corrections and sector-wide profit-taking, bullish investors remain focused on the companys strategic partnerships and multi-year growth runway as a key player in the AI cloud market.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending after delivering a strong earnings beat and raising forward revenue guidance, with analysts highlighting robust demand for its custom AI chips and optical connectivity. While the shares face pressure from broader market volatility and institutional hedging, the community remains divided between those capitalizing on the structural growth in data center infrastructure and those cautious of potential macroeconomic headwinds.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

Fannie Mae shares are experiencing significant volatility and trending discussions as investors react to high-profile advocacy from figures like Bill Ackman and Michael Burry, who continue to frame the stock as a long-term, asymmetric opportunity. While the community is actively debating the potential for government release from conservatorship and the impact of upcoming executive orders, sentiment remains deeply divided between those adding to positions on dips and skeptics citing regulatory delays and lack of immediate catalysts.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is seeing intense volatility as investors debate the impact of geopolitical instability on tech valuations, with the community actively split between those panic-selling into perceived weakness and those viewing the dip as a prime long-term accumulation opportunity. Discussions are heavily focused on the stock's struggle to reclaim critical technical levels, while conflicting narratives regarding AI infrastructure spending and the potential for a structural valuation re-rating keep market sentiment sharply divided.

The Ondo Foundation was founded in 2022 as an independently governed and nonprofit Cayman Islands Foundation Company with no beneficial owners. The Ondo Foundation assisted in the launch of the Ondo DAO, which deployed and currently governs Flux Finance, the first lending protocol supporting tokenized securities as collateral.  ONDO token holders are entrusted with shaping the future of the Ondo DAO so that it continues to pursue its mission to democratize access to institutional-grade finance. The Ondo DAO gives ONDO holders specific rights pertaining to Flux Finance, which is currently governed by the Ondo DAO.

Ondo

Ondo is trending as the community highlights the platform's role in the real-world asset (RWA) sector and its partnerships with institutional giants like BlackRock and Franklin Templeton. While many investors are optimistic about long-term growth and potential tokenized asset adoption, ongoing discussions reflect frustration over current price volatility and upcoming token unlocks.

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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.

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<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.

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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

Shares of advanced nuclear technology company&nbsp;Oklo, Inc. (OKLO) fell for a fifth straight&nbsp;session as investors took profit on their recent gains.&nbsp;The stock had jumped 50% between May 21-28, buoyed by the Trump administration’s move to strengthen the domestic nuclear industry.Since then, the stock has shed over 11%.The weakness was also exacerbated by the company filing a prospectus with the SEC on Monday for offering up to $1 billion in an assortment of securities, including stock, preferred shares, debt warrants and units.According to the filing, the&nbsp;company plans to use&nbsp;the net proceeds for general corporate purposes, working capital and capital expenditures, and potential future investment.Retail sentiment on Stocktwits remained ‘bearish’ by late Wednesday, while the message volume was normal.&nbsp;<figure class="image"><img style="aspect-ratio:617/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_05_at_2_07_49_AM_png_7c3b391b32.webp" alt="Screenshot 2025-06-05 at 2.07.49 AM.png" width="617" height="52"><figcaption>OKLO sentiment and message volume as of 2:09 a.m. ET, June 5 | source: Stocktwits</figcaption></figure>One user urged investors to dump their long positions.<stembedurl>https://stocktwits.com/StockTraderLog/message/616839640</stembedurl>Another user voiced their apprehension over the company’s rising expenses and low cash from operations.<stembedurl>https://stocktwits.com/Strawinsky/message/616835780</stembedurl>Oklo is collaborating with the U.S. Nuclear Regulatory Commission (NRC) to prepare its license application for the development of advanced nuclear technology. It is developing a compact microreactor that requires significantly less space and uranium. The company aims to launch its first commercial power plant at Idaho National Laboratory by the end of 2027.Nuclear stocks saw a spike last month after U.S. President Donald Trump signed multiple executive orders aimed at expanding nuclear power, including reforms to the independent NRC, faster reactor approvals, access to federal lands for uranium production and enrichment, and support for new reactor construction.Year-to-date, the stock has surged over 131%.For updates and corrections, email newsroom[at]stocktwits[dot]com

Oklo Retailers Downbeat After Stock Extends Losses For 5 Straight Sessions

The weakness was also exacerbated by the company filing a prospectus with the SEC on Monday for offering up to $1 billion in an assortment of securities, including stock, preferred shares, debt warrants and units.

Shares of Santa Clara, California-based Oklo, Inc. (OKLO) fell in Tuesday's after-hours session after the company announced that OpenAI co-founder Sam Altman will step down as chairman of its board.Altman has functioned as the company's chair since 2015.In a statement, Oklo, which develops nuclear fission plants, acknowledged Altman's role in guiding the company since its inception and helping with execution.&nbsp;Jacob DeWitte, Oklo's co-founder and CEO, said, "Sam has been instrumental in shaping Oklo's trajectory since the inception of Oklo."DeWitte will take over as chairman and board member.Fellow co-founder Caroline Cochran said the company will continue with its mission of bringing scalable clean energy to the artificial intelligence (AI) sector and others.She also added that the company will continue exploring strategic partnerships with leading AI companies, potentially with OpenAI.Altman, the outgoing chairman, said he believed it was now the right time to step down as Oklo, under the leadership of DeWitte and Cochran, is well positioned to meet the growing demands of fission as an energy source for AI and other critical industries.On Stocktwits, retail sentiment toward Oklo stock turned to 'bullish' (66/100) by late Tuesday from 'bearish' a day ago, with the message volume rising to 'normal' levels.<figure class="image"><img style="aspect-ratio:636/137;" src="https://news.stocktwits-cdn.com/Screenshot_2025_04_23_at_1_22_58_AM_png_d60b94cd64.webp" alt="Screenshot 2025-04-23 at 1.22.58 AM.png" width="636" height="137"><figcaption>OKLO sentiment and message volume as of 1:23 a.m. ET, April 23 | source: Stocktwits</figcaption></figure>A watcher surmised that Altman's departure may not be negative for the company, given the opportunities for strategic alliances with AI companies.<stembedurl>https://stocktwits.com/Rogelytics/message/612392898</stembedurl>Another user slammed sellers of the stock, as they shared a Financial Times story that said Altman's stepping down had to do with avoiding conflict of interests as OpenAI negotiates an energy deal with Oklo.<stembedurl>https://stocktwits.com/Rogelytics/message/612392898</stembedurl><a href="https://stocktwits.com/symbol/OKLO">Oklo stock&nbsp;</a>ended Tuesday's session up 5.59% to $21.53, rebounding along with the broader market. In the after-hours, however, it shed nearly 3%.The stock has gained 1.4% this year.Oklo made its public debut through the Special Purpose Acquisition Company route, with its stock beginning to trade on the Nasdaq on Oct. 5, 2024.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/ex-japan-finance-minister-wants-trump-to-correct-his-misunderstanding/chQmm0bRbXv"> Ex-Japanese Finance Minister Wants Trump To Correct His 'Misunderstanding' Before Trade Talks: 'We Shouldn't Rush In'</a>

Oklo Stock Slips After Sam Altman Steps Down As Chair, But Retail Sentiment Flips To 'Bullish'

Co-founder Caroline Cochran said the company will continue with its mission of bringing scalable clean energy to the artificial intelligence (AI) sector and others.

Co-founder Caroline Cochran said the company will continue with its mission of bringing scalable clean energy to the artificial intelligence sector and others.


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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