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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 Technology is experiencing significant volatility as investors weigh the stock's robust fundamentals and long-term AI memory demand against broader market sentiment driven by rising Middle East tensions and concerns over algorithmic efficiency breakthroughs like Google's TurboQuant. While the community remains deeply divided, with many bulls viewing the recent slide as a structural discount for a long-term winner, traders are actively debating whether current support levels will hold or if the stock faces further downside pressure from sector-wide technical decay.

iShares Trust - iShares Russell 2000 ETF

iShares Russell 2000 ETF

The Russell 2000 is experiencing heightened volatility as market participants weigh geopolitical developments in the Middle East against shifting expectations for interest rate policy. Community sentiment remains deeply divided, with many traders closely monitoring institutional order flow and the reliability of official diplomatic updates for signs of a potential market bottom.

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

FNMA is seeing high trading volatility as investors react to speculative news and influential comments from prominent hedge fund managers regarding the company's potential exit from government control. The community remains deeply divided, with many actively debating the long-term viability of the stock versus the risk of participating in what some critics describe as a headline-driven pump-and-dump scheme.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is currently trending as investors debate the impact of the pending Clarity Act on long-term institutional adoption and the asset's regulatory status in the U.S. Community sentiment is deeply polarized, with many users actively discussing the contrast between Ripple's infrastructure development and the coin's recent price stagnation.

Applied Digital Corporation

Applied Digital is experiencing intense volatility as investors weigh the company's long-term potential in AI infrastructure against a macro-driven sell-off fueled by geopolitical uncertainty and broader debt concerns. The community remains deeply divided, with many participants panic-selling while others aggressively advocate for buying the dip, pinning their hopes on upcoming earnings and anticipated hyperscaler lease announcements as critical catalysts to stop the bleeding.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing significant downward pressure as investors weigh geopolitical risks in the Middle East and a series of high-level management departures within its autonomous driving division. Community sentiment remains deeply polarized, with many traders debating whether the current price action signals a long-term bottoming process or a precarious bull trap fueled by unsustainable valuation multiples.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology is trending as investors debate the potential of new large-scale AI infrastructure deals against persistent concerns over stock dilution, complex governance structures, and historical volatility. While some community members point to significant insider ownership and a massive contract pipeline as evidence of a long-term turnaround, skeptics remain focused on the company's past failure to meet previous projections and ongoing transparency issues.

Stellantis NV engages in the designing, engineering, manufacturing, distributing, and selling of vehicles and components. It offers its products under the Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram Trucks, Vauxhall, Free2move, and Leasys brands. The company was founded on April 1, 2014 and is headquartered in Hoofddorp, the Netherlands.

Stellantis N.V

Stellantis is currently facing significant market pressure following a massive $26 billion restructuring charge and the suspension of its dividend, driving concerns about the company's long-term profitability and execution risks. Despite the sell-off, the community is actively debating the stock's potential for a cyclical turnaround, fueled by recent product pivots back toward traditional internal combustion models and a renewed focus on core brands like Jeep and Ram.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing intense volatility and downward pressure as investors react to concerns over AI memory demand following reports of new efficiency algorithms and broader semiconductor sector weakness. While some community members fear a prolonged cyclical correction or governance risks, others view the sharp pullback as a tactical buying opportunity, citing strong underlying fundamentals and the persistent need for high-performance memory.

BRC Group Holdings, Inc. engages in the provision of financial services and solutions to the capital raising and financial advisory needs of public and private firms. It operates through the following segments: Capital Markets, Wealth Management, Financial Consulting, Auction and Liquidation, Communications, and Consumer. The Capital Markets segment provides investment banking, corporate finance, research, wealth management, and sales and trading services to corporate, institutional, and high net worth clients. The Wealth Management segment offers retail brokerage, investment management, and insurance, and tax preparation services. The Financial Consulting segment focuses on a variety of specialized advisory services spanning bankruptcy, restructuring, turnaround management, forensic accounting, crisis and litigation support, appraisal and valuation, real estate, and operations management. The Auction and Liquidation segment deals with retail liquidation services. The Communications segment is composed of a portfolio of companies acquired for attractive risk-adjusted investment return characteristics. The Consumer segment includes Targus and the Brands investment portfolio. The company was founded in 1973 and is headquartered in Los Angeles, CA.

BRC Group Holdings Inc.

B. Riley Financial Inc

B. Riley Financial is trending as investors weigh an aggressive short report against the company's recent strategic debt reduction and the highly anticipated upcoming 10-K filing. The community is actively debating the credibility of the short thesis while positioning for a potential rebound, as many see the current share price as a deep-value buying opportunity ahead of earnings.

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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.

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

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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