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Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is actively discussed after its Q4 earnings presented a net loss and revenue miss, though community members are pointing to growth in subscription services, planned share buybacks, and management's bullish outlook, fueling speculation that the negative news was already priced in and could trigger a short squeeze.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is generating significant chatter after its recent earnings report, with strong Q4 results overshadowed by lower-than-expected 2026 guidance, sparking community debate over its growth prospects amidst rising competition from prediction markets and whether its current valuation presents a buying opportunity or further downside.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is seeing a significant surge in conversation following better-than-expected financial results, with community discussion heavily centered on the strong demand and positive early reviews for its upcoming R2 SUV. Many believe the R2 could be a formidable competitor in the mass-market EV segment and act as a catalyst for a short squeeze given the substantial short interest.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest (PINS) is trending sharply lower following its earnings report, which saw a revenue miss and cautious forward guidance. The community is actively debating the sell-off, with many expressing frustration over the decline, while others highlight strong user growth and a robust balance sheet as a potential buying opportunity.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is trending following its strong earnings beat and optimistic guidance, fueled by robust demand for AI infrastructure, with many in the community seeing it as a positive indicator for the broader semiconductor sector. However, some cautious investors point to the nuances of its year-over-year growth figures and ongoing concerns around China export dynamics.

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the Platform and Devices segments. The Platform segment includes digital advertising and related services including the demand-side platform and content distribution services such as subscription and transaction revenue shares, media and entertainment promotional spending, the sale of premium subscriptions, and the sale of branded channel buttons on remote controls. The Devices segment is involved in the sale of streaming players, audio products, smart home products, and accessories that are sold through retailers and distributors, as well as directly to customers through the company’s website. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Roku Inc - Ordinary Shares - Class A

Roku Inc

Roku is trending due to its strong earnings report, significantly beating EPS and revenue estimates while achieving profitability and healthy cash flow. The positive results, coupled with upbeat guidance and a rapidly expanding user base, are driving analyst upgrades and community discussions about the company's undervaluation and potential as a leader in the consolidating streaming ad market.

Toast, Inc. engages in the development and provision of consumer payment application for restaurants. It offers terminals, kiosk, guest facing display, and system accessories. The firm also offers point of sale, reporting and analytics, online ordering and delivery, and kitchen display system. The company was founded by Jonathan Grimm, Aman Narang, and Stephen J. Fredette in December 2011 and is headquartered in Boston, MA.

Toast Inc - Ordinary Shares - Class A

Toast Inc

Toast is trending following a strong earnings report that highlighted record location growth and a new $500M share buyback, yet the stock is facing a significant sell-off, sparking community debate over whether this reflects broader SaaS sector pressure or specific concerns about hardware profitability, with many feeling the market is overreacting.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is trending after reporting strong Q4 earnings and an upbeat revenue outlook, largely driven by significant demand for its AI networking solutions. The community is actively debating if initial price volatility is a buying opportunity, with many highlighting its fundamental strength and critical role in AI infrastructure buildouts.

Mega Fortune Co., Ltd. operates as an investment holding company. It specializes in delivering comprehensive IoT solutions and services across various industries. The company was founded in 2011 and is headquartered in Hong Kong.

Mega Fortune Co Ltd.

Mega Fortune Company Limited

Mega Fortune Company Limited (MGRT) is experiencing extreme volatility and multiple trading halts, fueling an intense debate between those anticipating a significant "Hong Kong style" run-up or short squeeze due to its low float, and skeptics warning of a classic "Chinese pump and dump" with considerable downside risk.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy`s Co

Wendy's is trending amidst strong debate ahead of its earnings report, with many in the community seeing an undervalued stock ripe for a short squeeze or buyout given its dividend yield. Others, however, worry about delayed CEO leadership and competitive pressures in the fast-food sector, intensified by recent analyst downgrades.

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<ul class="summary-bullets"><li>The company said that ORNL has been awarded funding under the U.S. Department of Energy’s GAIN initiative to collaborate with NuScale in this research program.</li><li>This award is a part of the first round of GAIN funding vouchers awarded in fiscal year 2026, NuScale added.</li><li>NuScale stated that the study with ORNL will evaluate ways to reduce fuel costs across multiple and single reactors.</li></ul>Shares of NuScale Power Corp. (SMR) gained more than 6% in Thursday’s opening trade after the company announced a new partnership to explore the use of AI in managing nuclear fuel.NuScale announced that it will team up with the Oak Ridge National Laboratory (ORNL) to utilize an AI-enabled nuclear design framework for a 12-NuScale Power Module (NPM) configuration.<h2 class="st-heading-2">What Is The Partnership About?</h2>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.The company said that ORNL has been awarded funding under the U.S. Department of Energy’s Gateway for Accelerated Innovation in Nuclear (GAIN) initiative to collaborate with NuScale in this research program. This award is a part of the first round of GAIN funding vouchers awarded in fiscal year 2026, NuScale added.“We are thrilled to be collaborating with ORNL, with the support of the DOE, to assess exciting new opportunities for potentially managing fuel even more efficiently across multiple nuclear reactors and further reducing costs going forward,” said NuScale President and CEO John Hopkins.<h2 class="st-heading-2">Study To Explore Ways To Reduce Costs</h2>NuScale stated that the study with ORNL will evaluate ways to reduce fuel costs across multiple and single reactors. The company said that, unlike large reactors, NuScale uses a multi-module architecture to enhance fuel efficiency.NuScale added that its architecture features up to 12 reactors with a single shared fuel pool and a wide range of fuel options. The company said that by sharing fuel across modules, it may find ways to improve overall plant fuel efficiency beyond what can normally be achieved in a single reactor plant, ultimately reducing costs.NuScale added that ORNL will bring its AI expertise, machine learning, fuel management, and computational resources to the table.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/SMR">NuScale Power</a> trended in the ‘neutral’ territory. SMR stock was among the top three trending tickers on the platform at the time of writing.A bullish user called NuScale a “real player in nuclear energy,” saying this is just the start.<stembedurl>https://stocktwits.com/Amit18/message/644779282</stembedurl>Another bullish user stated it would be worth watching when NuScale starts announcing contracts with big technology companies.<stembedurl>https://stocktwits.com/LieutenantJoe/message/644778184</stembedurl><a href="https://stocktwits.com/symbol/SMR">SMR stock</a> is up 16% year-to-date, but down 38% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-jobless-claims-report-february-7-2026-week/cZRTNa9R4ri">Jobless Claims Come In Slightly Higher Than Expectations, Continuing Claims Rise</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

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.

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<ul class="summary-bullets"><li>The firm stated that the derisked LWR design and the Tennessee Valley Authority’s licensing agreement bolster NuScale’s credibility.</li><li>The U.S. Nuclear Regulatory Commission approved NuScale’s uprated reactor design in May 2025.</li><li>NuScale’s uprated power module was the second small modular reactor design to have been approved by the NRC.</li></ul>Shares of NuScale Power Corp. (SMR) surged more than 12% in Friday’s pre-market trade. Analysts at BofA upgraded the stock following a correction of nearly 9% over the past month.According to TheFly, BofA upgraded NuScale Power to ‘Neutral’ from ‘Underperform’, but also trimmed the price target to $28 from $34. The firm’s new price target implies an upside of 42% from the SMR stock’s closing price on Thursday.<h2 class="st-heading-2">What Is BofA Saying?</h2>In its latest note, BofA stated that it now views NuScale’s deployments closer to its base case. The firm also noted that the derisked Light-Water Reactor (LWR) design and the Tennessee Valley Authority’s (TVA) licensing agreement bolster NuScale’s credibility.The U.S. Nuclear Regulatory Commission (NRC) approved NuScale’s uprated reactor design in May 2025, after the company revised the power module’s capacity upward to 77 megawatt-electric (MWe), from 50-MWe.NuScale’s uprated power module was the second small&nbsp;modular&nbsp;reactor (SMR) design to have been approved by the NRC.The TVA entered into an agreement with ENTRA1 Energy in September 2025 to deploy nuclear power capacity of up to six gigawatts using NuScale’s SMR technology.However, the firm added that the limited contract visibility caps the upside for the SMR stock in the near term.<h2 class="st-heading-2">Here’s What Stocktwits Users Think</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/SMR">NuScale Power</a> trended in the ‘extremely bullish’ territory. SMR stock was among the top three trending tickers on the platform at the time of writing.A bullish user stated that NuScale’s viability as a business could be proved amid anticipation of a “couple of major contracts.” The user also pointed to the government's efforts to streamline permits for nuclear power plants as a catalyst for the SMR stock.<stembedurl>https://stocktwits.com/Dlutsky/message/641308933</stembedurl>Another Stocktwits user stated that if AI adoption continues to accelerate this year, energy providers offering next-generation solutions could remain in the re-rating phase for a long time.<stembedurl>https://stocktwits.com/jonasono/message/641310411</stembedurl><a href="https://stocktwits.com/symbol/SMR">SMR stock</a> is up 39% year-to-date, but flat over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-big-oil-invest-at-least-100-billion-venezuela/cmU29w3R4d2">Trump Says Big Oil Will Invest At Least $100 Billion To Rebuild Venezuela's Oil Infrastructure</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

3%+ above current levels

Up 0–3%

Flat to down 3%

Down 3%+

With earnings season underway and rate-cut expectations shifting, the next move in the S&P 500 could set the tone for 2026. Are bulls still in control, or is volatility about to pick up? Cast your vote.

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