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Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELH is drawing attention after a quarterly earnings beat, with traders crediting Alani Nus growth and international sales for lifting results. The reaction is broadly bullish, but investors are watching forward guidance, margin pressure, and weakness in the core Celsius brand.

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

Record third-quarter results, stronger forward guidance, and progress from AppLovins AI advertising model are driving attention, with the expanded buyback adding to the bullish reaction. Traders are celebrating the sharp rally and renewed confidence, while others caution that gains could fade and question whether the growth and valuation are sustainable.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps quarterly report drew attention after daily-user growth and revenue fell short of expectations, prompting a sharp selloff despite improved profitability and upbeat guidance. Traders are split between seeing progress in cash generation and subscriptions and worrying about weaker user and advertising trends, dilution, and the uncertain payoff from Specs.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherents better-than-expected quarterly results and upbeat outlook are the main focus, with traders citing AI data-center demand for optical connectivity. Despite the strong report, shares are falling alongside other AI-linked stocks, prompting debate over broad sector selling and whether the market is discounting the good news.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Election-related fears that tighter AI regulation, permitting hurdles, and power constraints could delay U.S. data-center expansion are weighing on NVIDIA and semiconductor sentiment, alongside worries about the sustainability and financing of AI spending. Traders are divided between expecting the buildout to continue or seeing risks to chip demand, with many also debating whether NVIDIAs weakness near a key support level is a buying opportunity or a sign of further declines.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms mixed quarterly results and outlook are driving discussion: modest beats were offset by falling handset revenue and rising chip costs, prompting a sharp post-earnings selloff. Traders are debating whether growth in automotive, data centers and the new Starlink 5G partnership can offset continued weakness in phones.

Oscar Health, Inc. is a healthcare insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health is drawing attention after reporting a profitable quarter, beating revenue and earnings expectations, and raising its full-year outlook. Traders are mostly bullish on the results and growth outlook, while some debate whether the improving margins can be sustained.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

A sharp post-Q3 selloff is driving discussion: traders debate whether the quarter was strong, while concerns about the outlook, slowing same-store growth, and the chairmans large share sale weigh on sentiment. Bulls call the decline an overreaction and a buying opportunity; bears point to competition, costs, and valuation as reasons for caution.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beautys fiscal Q2 results beat expectations and the company raised its full-year outlook, prompting bullish reactions to its sales growth and earnings momentum. Some traders are taking profits or questioning how much growth reflects tariff refunds and the Rhode acquisition, while others point to continued brand expansion as support for the outlook.

Trulieve Cannabis Corp. engages in the cultivation, processing, manufacturing, and retail distribution of medical and adult-use cannabis products. It cultivates and produces its products in-house and distributes to its branded stores, as well as directly to patients via home delivery. The company was founded by Kim Rivers & Jason Pernell on September 17, 1940 and is headquartered in Tallahassee, FL.

Trulieve Cannabis Corp - Ordinary Shares (Sub Voting)

Trulieve Cannabis Corp 

The DEAs broader cannabis Schedule III rescheduling process and its potential to ease the industrys 280E tax burden dominate discussion, with traders divided over procedural delays and when relief might arrive. Some also point to Trulieves medical-cannabis business and index inclusion as relative strengths, while others question whether regulatory progress will lift the shares.

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ORCL Stock Slides To Early August Levels – $165B New Mexico Project In Focus After Company Reportedly Cites ‘Force Majeure’ 

Equity

According to a Bloomberg report, Oracle is seeking to defer certain payments if the New Mexico AI data center misses its planned 2028 launch.


Oracle Reportedly Starts Fresh Layoffs While Spending Billions On AI Infrastructure 

According to a Business Insider report, the latest job cuts are expected to begin on Monday.


ORCL Stock On Track To Erase Pre-Earnings Losses, Barclays Says Growth Has ‘Inflected’

ORCL stock saw a two-day slide ahead of its earnings amid broader market weakness. 


ORCL Stock Slips Premarket — Analysts See OpenAI-Fueled Cloud Beat As Options Traders Chase Another Big Upside Rip

Options markets imply an 11%, or nearly $18, post-earnings swing in Oracle shares, with calls trading “a lot richer than puts.” 

ORCL Stock Sees Price Target Cut Ahead Of Earnings: Analyst Says Bad News Is Priced In

Scotiabank lowered its price target on Oracle to $215 from $241 while maintaining an ‘Outperform’ rating ahead of Thursday’s earnings report.

Direxion Shares ETF Trust - Direxion Daily ORCL Bull 2X ETF

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<ul class="summary-bullets"><li>Oracle is not seeking to exit the project, according to the report.</li><li>Project Jupiter has faced regulatory challenges involving its power and water plans.</li><li>The company has switched from a planned gas plant to Bloom Energy fuel cells and is seeking 2 gigawatts of renewable energy capacity in New Mexico.</li></ul>Oracle (ORCL) shares fell in morning trade on Thursday after the company reportedly invoked a "force majeure" clause tied to Project Jupiter, its $165 billion AI data center campus in New Mexico.According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-09-24/oracle-cites-force-majeure-to-shield-itself-on-controversial-data-center">report</a>, Oracle has sent the notice to the project’s developer, a unit of Blue Owl Capital (OWL), seeking to protect itself from payments and other costs if the facility is delayed and fails to come online in 2028 as planned.&nbsp;It added that Oracle is not seeking to exit the project, but is instead looking to defer payments tied to a facility that would not yet be operational.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260924_101111848_e8b0627438.png" alt="koyfin_20260924_101111848.png" width="2400" height="1240"><figcaption>ORCL stock price performance year-to-date on September 24 as of 9:45 a.m. ET | Source: Koyfin</figcaption></figure><a href="https://stocktwits.com/symbol/ORCL">ORCL stock</a> fell as much as 7%, hitting its lowest level since early August in intraday trade, and was among the top-trending tickers on Stocktwits at the time of writing. Retail sentiment around the firm fell to ‘bearish’ from ‘neutral’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_24_092701_194bea9e20.png" alt="Screenshot 2026-09-24 092701.png" width="571" height="315"><figcaption>ORCL stock retail sentiment on September 24 as of 9:45 a.m. ET | Source: Stocktwits</figcaption></figure>Stocktwits has reached out to Oracle for comment but had not received a response at the time of&nbsp;publishing.<h2 class="st-heading-2">Why Oracle Invoked Force Majeure</h2>A force-majeure clause generally covers extraordinary events outside a party’s reasonable control that can prevent or materially delay contractual performance. Depending on the contract, those events can include government action, permitting delays, legal restrictions and other disruptions.The notice gives Oracle additional protection if permitting, legal or other setbacks push the project beyond its planned 2028 launch.In this case, the force majeure notice follows months of&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/orcl-stock-drops-after-6-month-delay-to-gas-pipeline-project-supporting-new-mexico-ai-data-center/cZotDceRJKT">regulatory and community opposition</a> around Project Jupiter. Local opposition has focused heavily on the project’s water use, power infrastructure and potential air emissions.<h2 class="st-heading-2">Project Jupiter Faces More Uncertainty</h2>The project’s power and water plans have drawn challenges. Oracle previously dropped plans for a dedicated natural-gas power plant and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bloom-energy-stock-hits-3-year-high-on-power-supply-agreement-with-oracle-retail-speculates-more-deals-with-ai-giants/choGx7hR5vY">switched</a> to Bloom Energy (BE) fuel cells. The company is also seeking proposals for 2 gigawatts of renewable energy in New Mexico.In August, the New Mexico Supreme Court temporarily paused&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/orcl-be-stock-drops-oracle-project-jupiter-pipeline-rejection-new-mexico/cZZieMLR7uM">proceedings</a> related to the air-quality permit and a construction water authorization. Last week, the court rejected the challenges and lifted those temporary pauses, allowing the permitting processes to move forward.The air-permit process still faces uncertainty. The hearing officer overseeing the case, Max Shepherd, recused himself in August after environmental groups sought his disqualification. A replacement hearing officer will be needed for the proceeding to continue.ORCL stock has fallen almost 30% year-to-date and over 55% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibm-joins-swift-s-17-bank-pilot-skipping-the-cloud-for-on-premises-crypto-infrastructure/cZM76n1RB9I">IBM Joins Swift's 17-Bank Pilot, Skipping The Cloud For On-Premises Crypto Infrastructure</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

2025/03/11: Entrance to Oracle's office. Oracle Corporation is a leading American multinational technology company. 

According to a Bloomberg report, Oracle is seeking to defer certain payments if the New Mexico AI data center misses its planned 2028 launch.

Current Price	$5.03
Prev Close	$5.24
Open	$4.92
Dividend Yield	N/A
50-Day Moving Average	$6.92
Beta	N/A
Avg. Volume	5.5M
PE Ratio	N/A

52-Week High	$27.62
52-Week Low	$4.63
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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