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Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas leaked and subsequently disclosed Phase 3 melanoma-vaccine results drove a sharp selloff: although the vaccine-plus-Keytruda combination reduced recurrence or death risk versus Keytruda alone, traders said the benefit fell short of expectations built into the stocks run-up. The community is split between calling it a sell-the-news reaction and viewing the data as a meaningful advance, while bears question the valuation and commercial prospects.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

A sharp selloff in WULF and other AI/data-center infrastructure stocks is fueling debate over sector weakness, financing needs, debt and dilution. Bulls view the decline as an oversold pullback, citing WULFs power and HPC hosting strategy and AI demand, while bears question execution and whether upcoming results will support the growth case.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys strong Q3 results and raised full-year outlook were met with a sharp selloff, as traders focused on negative cash flow and elevated spending to expand capacity. Bulls view the drop as an overreaction and point to growth in data-center power demand, while skeptics question the valuation and cash generation.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

A sharp selloff in silver has driven attention to SLV, with traders reacting to persistent losses and questioning why the metal is falling despite its perceived safe-haven and inflation-hedge role. Some attribute the decline to a stronger dollar and rising yields, while others allege manipulation or see a buying opportunity; bearish traders warn the drop may continue.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digitals strong quarterly results and upbeat guidance are drawing attention, but shares sold off despite the report. Traders are debating whether the decline reflects broader weakness in AI and storage stocks and fears of a cyclical earnings peak, while bulls point to persistent AI-driven storage demand and continued pricing strength.

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

NVIDIAs decline is drawing attention amid a broader tech and semiconductor selloff, as traders debate whether AI infrastructure spending can be financed and sustained after Jensen Huangs comments about scarce capital. Bulls argue demand for AI compute remains strong and view the drop as a buying opportunity, while bears worry about debt, circular financing and a possible slowdown in AI spending.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff, sparked by concerns about supply-chain constraints and compounded by broader doubts about AI spending and returns, has driven heavy attention to SOXL; its daily leveraged structure magnifies the sectors moves. Traders are split between calling the plunge an oversold buying opportunity and warning that the AI trade may face further declines.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as escalating Iran- and Houthi-related risks to Middle East oil infrastructure and shipping fuel concerns about supply disruption, lifting crude prices. Traders are divided between bulls focused on geopolitical risk and tighter supply, and bears who see the rally as headline-driven or vulnerable if shipping flows normalize and diplomacy advances.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

Merck is in focus after detailed Phase 3 results for its Keytruda combination with Modernas personalized melanoma vaccine showed reduced recurrence risk versus Keytruda alone. Traders are split between viewing the data as a meaningful oncology advance and seeing a sell-the-news reaction, with some questioning whether the results met elevated expectations or establish broader commercial potential.

Omeros Corp. operates as a biopharmaceutical company, which engages in the research, discovery, development, and commercialization of small-molecule and protein therapeutics targeting immunologic diseases. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

European regulators upheld their negative opinion on YARTEMLEA, renewing concerns about Omeros prospects in Europe and prompting debate over whether the selloff is an overreaction. Bulls point to U.S. launch momentum and upcoming sales results as the main counterweight, while skeptics say the company must prove demand can keep growing.

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Why Is BE Stock Rebounding After Last Week’s Selloff?

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The stock rose more than 6% as the power generation company prepares to join the Russell 1000 index on Monday. 

<ul class="summary-bullets"><li>Bloom Energy is also set to join the Russell 200 megacap index, according to a Reuters report.&nbsp;</li><li>Shares of the company have surged about 1,000% in the last year.&nbsp;</li><li>On Stocktwits, retail sentiment around BE jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours.</li></ul>Shares of Bloom Energy Corp. (BE) rallied in the overnight session headed into Monday after a steep decline of more than 18% at close on Friday, after it was dropped from the Russell 2000 Dynamic Index.The stock rose more than 6% in extended trading hours as the power generation company prepares to join the Russell 1000 index on Monday, following a nearly 1,000% rally that has boosted its market value well above the index's reconstitution threshold.Bloom Energy is also set to join the Russell 200 megacap index, according to a Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/wall-street-trading-surge-russell-1000-index-set-add-spacex-small-cap-stocks-2026-06-25/">report</a>. The company has a current market capitalization of about $$71.69 billion.<h2 class="st-heading-2">The Russell Reconstitution</h2>The Russell Indexes have shifted from an annual to a semi-annual reconstitution schedule starting in 2026, with a round scheduled on June 26 after market close.Henceforth, the indexes will also be reconstituted in December in addition to June to reflect market changes more accurately. Preliminary membership lists were released on May 22, followed by a series of updates during the transition period. The newly reconstituted indexes will take effect after market close on June 26.“This decision is based on data analysis and follows a market consultation undertaken in response to the evolution of market dynamics,” the LSEG said in a statement in May.<h2 class="st-heading-2">Bloom Energy: Performance</h2>Bloom Energy stock has soared about 155% in 2026 alone as demand for its fuel cells has skyrocketed amid the AI data centers boom.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260629_120844956_png_c1b107c81b.webp" alt="koyfin_20260629_120844956.png" width="2400" height="1240"></figure>In April 2026, Bloom Energy and Oracle Corp. (ORCL) expanded their partnership, with BE slated to supply up to 2.8 gigawatts (GW) of fuel cell capacity for Oracle's U.S. data centers. The company also boasts of other Fortune 100 companies globally, including Intel Corp. (INTC), Walmart Inc. (WMT), and Swedish company IKEA among others.<h2 class="st-heading-2">BE Stock: Retail Stance</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/be">BE</a> jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.One user said the stock was “definitely a buy at these levels. just was rebalancing last week.”<stembedurl>https://stocktwits.com/PrivateBrowsingMode/message/657737170</stembedurl>Another user explained that the stock decline on Friday was due to funds holding the company in the Russell 2000 were forced to sell. Meanwhile, “it has been added to the Russell 1000 fundamentals have not changed,” the added.<stembedurl>https://stocktwits.com/Dirtdemon75/message/657714981</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Bloom Energy logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

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