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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles planned stock and bond offerings to fund its AI infrastructure buildout have triggered a sharp selloff, with traders focused on shareholder dilution, rising debt and whether the spending will generate returns. Some argue the financing was already disclosed and supports future growth, while skeptics see it as a sign of financial strain.

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

Marvells announced all-stock acquisition of Lumentum is the dominant topic, with traders concerned about shareholder dilution, the deals cost and long wait until closing. Some see the combination of Marvells connectivity chips and Lumentums optical technology as a strategic AI data-center opportunity, but the prevailing reaction is negative amid the share-price decline.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum is the dominant focus, with investors debating its long closing timeline and fixed share exchange. Many LITE holders say the headline premium is not guaranteed because the deals value tracks Marvells share price, while others see strategic value in combining their AI-data-center connectivity businesses.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

A steep selloff is being tied to disappointing quarterly results and concerns about debt, dilution, and the slow ramp of AI/HPC revenue as Cipher shifts from bitcoin mining to data centers. Bulls point to contracted hyperscaler leases and operational progress, while skeptics question whether those commitments will translate into cash flow quickly enough.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

Marvells announced Lumentum acquisition has fueled debate over what optical-sector consolidation means for POET: some traders see it as validation of photonics demand and an opening for an independent supplier, while others worry about stronger competition or tighter component access. The discussion also reflects skepticism that POET can turn its technology and Foxconn-related visibility into scaled shipments, with traders looking to company updates for proof of execution.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

Axsomes quarterly results topped expectations with strong product growth and narrowing losses, yet the shares fell sharply as investors focused on the lack of quantified guidance, elevated expenses and uncertainty over when the company will reach cash-flow profitability. Traders are divided between calling the selloff an overreaction to a strong report and seeing it as a sign that growth and operating leverage remain uncertain.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluences repeated FY2026 guidance reduction, driven by Houston manufacturing delays that are holding up deliveries and backlog conversion, has intensified concerns about execution and management credibility. Some traders see the selloff and heavy short interest as a rebound opportunity, while skeptics argue that strong energy-storage demand cannot offset persistent operational and margin problems.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras shares are under pressure amid a Culper Research short report alleging that its wafer-scale processors may have short field lives and costly operating drawbacks; the claims are disputed and have not been established as fact. Traders are also focused on newly unlocked shares as potential selling supply, while bulls argue the report is conflicted and point to major cloud partnerships as a counterweight.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

Inovios FDA approval of a competing treatment for recurrent respiratory papillomatosis has raised concerns about pressure on Precigens PAPZIMEOS and driven a sharp selloff. Traders debate whether the rivals dosing protocol gives it an edge or whether PAPZIMEOS can retain an advantage through its commercial head start, payer access and full-approval status.

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 as shares test the key $30 level after trading in a prolonged range, with traders debating whether the move can hold ahead of Q3 earnings. Optimism around improving sales data and Alani Nu is offset by concerns about weakness in the core Celsius brand, costs, and competition.

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CEG Stock Gains On Reported $5B Nuclear Financing Offer – A Look At Some Key Highlights

Equity

According to a Bloomberg report, Constellation Energy could receive up to $5 billion in federal financing to upgrade its nuclear reactors across eight sites.

Nuclear ETFs in Spotlight as Google and Constellation Sign 3.6 GW Deal 

Google and Constellation's 3.59-GW nuclear deal signals a long-term industry shift, putting nuclear ETFs in focus as AI drives demand for reliable power.

Bet on These Nuclear ETFs to Ride the AI Data Center Boom Now 

AI data centers are driving a power-demand surge, reviving nuclear energy, while nuclear ETFs offer diversified exposure to the industry.

Beyond Oil: Energy ETFs Worth Investing in for Long-Term Growth

Looking beyond oil to a diversified mix of energy themes could offer more durable opportunities. Here are the ETFs to consider.

Why Nuclear ETFs Are Emerging as a Compelling Investment Theme

AI energy demand, energy security and policy support are fueling a nuclear renaissance. ETFs like NLR & NUKZ stand to benefit.

Geopolitical Risk and AI Demand Fuel Nuclear Comeback: ETFs to Watch

Middle East conflict-led energy volatility, AI power demand and energy security concerns are driving a nuclear comeback. ETFs like NLR & NUKZ stand to benefit.

Nuclear ETFs to Gain as the Globe Rides the Atomic Wave

AI-driven data center power demand is reviving nuclear energy, lifting ETFs tied to uranium miners as well as nuclear power generators.

SMR Stock Rises As NuScale Announces Partnership To Explore AI-Guided Nuclear Fuel Management: Retail Calls It A ‘Real Player’

NuScale stated that it will explore with ORNL how fuel could be managed even more efficiently and effectively across multiple reactors at a single site.

What Is Fueling SMR Stock's Surge Today?

BofA upgraded NuScale Power to ‘Neutral’ from ‘Underperform’, but also trimmed the price target to $28 from $34.

First Trust Exchange-Traded Fund II - First Trust Bloomberg Nuclear Power ETF

Neutral Sentiment

<ul class="summary-bullets"><li>The upgrade could potentially add nearly 1.1 gigawatts of electricity.</li><li>Constellation recently signed two power agreements with Google covering about 3,590 megawatts of electricity</li><li>The company secured a $1 billion federal loan in November 2025 to restart Pennsylvania's Crane Clean Energy Center.</li></ul>Constellation Energy (CEG) could reportedly receive up to $5 billion in U.S. government financing to increase electricity production at its existing nuclear plants, amid growing power demand from AI data centers and manufacturing.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-10-27/us-offers-constellation-5-billion-in-financing-to-boost-nukes">Bloomberg</a> report on Tuesday, the Department of Energy’s (DOE) conditional loan commitment is expected to support upgrades at eight nuclear facilities, and&nbsp;add nearly 1.1 gigawatts of electricity.Constellation plans to upgrade six nuclear plants in Illinois, along with its Calvert Cliffs facility in Maryland and Limerick plant in Pennsylvania, to generate more electricity. The financing could also support future upgrades at other Constellation nuclear facilities.The report added that Energy Secretary Chris Wright plans to announce the funding later in the day.&nbsp;This is the second government loan Constellation will receive in less than a year. In November 2025, the DOE <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.energy.gov/articles/energy-department-closes-loan-restart-nuclear-power-plant-pennsylvania">closed</a> a $1 billion loan to help Constellation restart Pennsylvania’s 835-megawatt Crane Clean Energy Center.<a class="mention" data-mention="$CEG" data-symbol-id="CEG" href="https://stocktwits.com/symbol/CEG" target="_blank">CEG shares</a>, which climbed more than 5% on the news, shed some of those gains, trading about 2% higher at the time of writing.<h2 class="st-heading-2">Constellation-Google Deal</h2>Earlier this month, Constellation Energy<a href="https://stocktwits.com/news-articles/markets/equity/ceg-vst-tln-jump-google-s-power-deal-sparks-a-nuclear-rally/cZDtQh2RBlL">&nbsp;signed</a> two agreements with Alphabet Inc.’s Google (GOOG, GOOGL) covering roughly 3,590 megawatts of electricity.Under the first agreement, Constellation will invest more than $4.3 billion to upgrade 11 nuclear reactors, adding 890 megawatts of power by 2032. A separate 15-year agreement covers another 2,700 megawatts of electricity.<h2 class="st-heading-2">Washington’s Push To Generate Power To Meet AI Demand</h2>In a bid to meet the growing power demand due to AI data centers, the Trump administration has been pushing to increase nuclear electricity generation by upgrading existing reactors.Recently, the Energy Department <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.energy.gov/articles/energy-department-announces-42-billion-investment-boost-nuclear-power-and-help-lower">offered</a> Vistra (VST) up to $4.2 billion in conditional financing to modernize reactors in Pennsylvania and Ohio, potentially adding 433 megawatts of capacity.<h2 class="st-heading-2">Retail’s Take On CEG</h2>Retail sentiment surrounding CEG on Stocktwits remained ‘bearish’ over the past 24 hours.One user believes CEG stock is a ‘value play.’<stembedurl>https://stocktwits.com/long_vol/message/667359017</stembedurl>CEG shares have declined nearly 30% so far this year.Also read: <a href="https://stocktwits.com/news-articles/markets/equity/eqt-merger-range-resources-wall-street-view-natural-gas-demand/cZUegKpRBCN">EQT’s Range Resources Buyout Draws Questions From Scotiabank — Firm Asks Why Pay For RRC’s Assets In Current Commodity Price Environment</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The U.S. Department of Energy building is seen behind a sign marking the location of the agency's headquarters on March 18, 2025, in Washington, DC.

Constellation Energy Corporation

iShares Inc. - iShares U.S. Power Infrastructure ETF

First Trust Bloomberg Nuclear Power ETF

Vistra Corp

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Current Price	$30.44
Prev Close	$30.34
Open	$30.35
Dividend Yield	N/A
50-Day Moving Average	$32.58
Beta	N/A
Avg. Volume	2,434.89
PE Ratio	N/A

52-Week High	$38.99
52-Week Low	$29.96
Market Capitalization	N/A
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