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Escalating US-Iran tensions, marked by military strikes and oil supply concerns, are driving intense SPY discussion as the community debates a potential market downturn against resilient "buy the dip" narratives amidst geopolitical uncertainty.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as an escalating Middle East conflict fuels intense debate among traders, with many bracing for significant market volatility and a potential downturn due to rising oil prices and put buying, while others anticipate a swift recovery, believing the geopolitical risks are already priced in.

Battalion Oil Corp. engages in the acquisition, production, exploration, and development of liquids-rich oil and natural gas assets in the Delaware Basin. The company was founded in 1987 and is headquartered in Houston, TX.

Battalion Oil Corp - Ordinary Shares (New)

BATL is trending as escalating Middle East tensions trigger a surge in oil prices, with the community actively discussing its significant short interest and the potential for a massive short squeeze as a primary driver.

Indonesia Energy Corp. Ltd. operates as an oil and gas, exploration, and production company. It engages in oil and gas assets portfolio with a mix between medium-sized producing blocks and exploration blocks with significant resources. Its portfolio includes Kruh, Citarum, and Rangkas Area. The company was founded by James J. Huang and Wirawan Jusuf in 2014 and is headquartered in Jakarta, Indonesia.

Indonesia Energy Corp Ltd

Escalating geopolitical tensions in the Middle East, including US-Israel strikes on Iran and reported restrictions in the Strait of Hormuz, are driving intense interest in Indonesia Energy Corp Ltd (INDO). The community is actively discussing potential oil price surges, comparing the situation to past energy shocks, and anticipating a significant short squeeze for the low-float oil stock.

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

NVIDIA is trending amid escalating geopolitical tensions in the Middle East, with community discussion sharply divided between concerns of a broader market sell-off and bullish anticipation for its newly announced AI inference chip and 6G infrastructure partnership. Many investors are weighing the immediate risk-off sentiment against the company's continued innovation and leadership in the AI sector.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global (VG) is trending as escalating Middle East tensions, particularly concerning the Strait of Hormuz, fuel expectations of significant disruptions to global LNG supply. The community is actively discussing a "perfect storm" scenario where this, alongside upcoming Q4 earnings and substantial short interest, is poised to highlight VG's undervalued growth and spot market leverage in the energy sector.

Exxon Mobil Corp. engages in the exploration, development, and distribution of oil, gas, and petroleum products. It operates through the following segments: Upstream, Energy Products, Chemical Products, and Specialty Products. The Upstream segment organizes the exploration of crude oil and natural gas. The Energy Products segment includes fuels, aromatics, and catalyst and licensing. The Chemical Products segment offers petrochemicals. The Specialty Products segment provides finished lubricants, basestocks and waxes, synthetics, and elastomers and resins. The company was founded by John D. Rockefeller in 1882 and is headquartered in Spring, TX.

Exxon Mobil Corp.

Exxon Mobil Corp

Exxon Mobil is surging amid heightened geopolitical tensions in the Middle East, with reports of attacks on Saudi oil infrastructure and fears over the closure of the Strait of Hormuz fueling speculation of drastically higher crude prices and a "war trade" for energy stocks.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas is a focal point for investors amid escalating global tensions, as its autonomous drone and counter-UAS technologies are seen as increasingly vital, sparking community speculation about significant contract wins and a potential short squeeze on its substantial short interest.

Occidental Petroleum Corp. engages in the exploration and production of oil and natural gas. It operates through the following segments: Oil and Gas, Chemical, and Midstream and Marketing. The Oil and Gas segment explores for, develops and produces oil and condensate, natural gas liquids, and natural gas. The Chemical segment manufactures and markets basic chemicals and vinyls. The Midstream and Marketing segment purchases, markets, gathers, processes, transports and stores oil, condensate, natural gas liquids, natural gas, carbon dioxide, and power. The company was founded in 1920 and is headquartered in Houston, TX.

Occidental Petroleum Corp.

Occidental Petroleum is actively discussed as escalating Middle East geopolitical tensions, particularly concerns over drone attacks and potential Strait of Hormuz disruptions, propel crude oil prices higher, leading the community to view OXY as a premier energy play, further buoyed by Berkshire Hathaway's notable investment.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir (PLTR) is trending strongly as the community links its AI platforms to recent Middle East conflicts and precision strikes, buoyed by a bullish UBS upgrade and the perception that rival Anthropic's reported federal ban will further solidify Palantir's indispensable role in defense and intelligence AI.

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XCF Global, Southern Energy Renewables and DevvStream Agree to Binding Term Sheet for Three-Party Merger

XCF Global, Inc. (XCF) (Nasdaq: SAFX), a key player in decarbonizing the aviation industry through sustainable aviation fuel (SAF), and DevvStream Corp. (Nasdaq: DEVS) (DevvStream), a leading carbon...

XCF Global Capital (NASDAQ:SAFX) Major Shareholder Randy Soule Sells 1,000,000 Shares

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DevvStream, Southern Energy, and XCF Global Announce Plan to Pursue Strategic Collaboration to Build Integrated Low-Carbon Fuels Platform and Advance Multi-Pathway SAF Strategy

DevvStream Corp. (Nasdaq: DEVS) (DevvStream), Southern Energy Renewables Inc. (Southern), and XCF Global, Inc. (XCF) (Nasdaq: SAFX) today announced a non-binding tripartite memorandum of...

<ul class="summary-bullets"><li>The two companies signed an MoU to develop and scale the production, distribution, and logistics of sustainable aviation fuel and other renewable fuels like naphtha and diesel.</li><li>As part of this collaboration, BGN has joined the International Air Transport Association.</li><li>Earlier this month, Chris Cooper joined the company as the chief executive officer.</li></ul>&nbsp;Shares of XCF Global, Inc. (SAFX) surged 20% on Monday, after the aviation fuel company signed a renewable fuel deal with global energy and commodities group BGN Int., U.S.The two firms signed a memorandum of understanding (MoU) under which they will focus on developing and scaling the production, distribution, and logistics of sustainable aviation fuel (SAF) and other renewable fuels such as naphtha and diesel.<h2 class="st-heading-2">Details Of The Agreement</h2>The agreement will see the companies work together on renewable fuel production, marketing, and global distribution for major airlines. It outlines potential offtake and co-branded distribution arrangements, as well as the joint development of new renewable fuel production capacity.The agreement also includes efforts to promote XCF’s SAF across industry trade associations, OEM networks, and the broader aviation value chain. As part of this collaboration, BGN has joined the International Air Transport Association (IATA), the global trade association for the airline industry.“BGN’s trading strength, risk management expertise, and integrated logistics network, will make SAF adoption practical and commercially viable for airlines seeking to meet tightening decarbonization targets. This is a major step, which we believe will have a significant impact on the aviation industry’s ability to reduce emissions, in one of the hardest-to-abate transport sectors,” said Cenan Ozmeral, President of BGN Int., LLC.Earlier this month, Chris Cooper joined the company as the chief executive officer. He had previously served as President of Neste U.S. and held leadership roles at Chevron and Phillips 66.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits flipped to ‘bullish’ from ‘bearish’ in the previous session.One user believes that the stock is undervalued.<stembedurl>https://stocktwits.com/Gordan_Gekko2025/message/636434608</stembedurl>However, on a year-to-date basis, SAFX stock has tanked 92%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pay-pal-expands-bnpl-partnership-as-kkr-agrees-to-buy-up-to-65-billion-in-european-loan-receivables/cLPlPMnREeS">PayPal Expands BNPL Partnership As KKR Agrees To Buy Up To €65 Billion In European Loan Receivables</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Aircraft getting refueled at a tarmac. (Image Courtesy: Getty Images)

Why Did SAFX Stock Surge 20% On Monday?

XCF Global signed a renewable fuel deal with global energy and commodities group BGN Int. under which the two companies will enhance the sustainable aviation fuel supply chain.

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Tuesday, 08 July 2025 07:45 AM | Topic: Company Update<ul><li>XCF's New Rise Reno facility has produced SAF, renewable diesel, and renewable naphtha since February 2025 when the facility was commissioned</li><li>Deliveries of renewable fuels started in March 2025</li><li>Ramp-up process progressing during early months of commercial operation</li></ul>(Nasdaq:SAFX), a key player in decarbonizing the aviation industry through Synthetic Aviation Fuel ("SAF") today provided a production update on its flagship New Rise Reno facility, underscoring that the plant has successfully produced synthetic aviation fuel, renewable diesel, and renewable naphtha during its initial ramp-up. The ramp-up process, a critical phase for all new fuel facilities, is the period after commissioning when a new fuel facility works to optimize its production gradually from initial test runs to full, nameplate capacity.Since commercial operations began in February 2025, New Rise Reno has produced more than 2.5 million gallons of renewable fuels, demonstrating the facility's capability to deliver low-carbon fuels to market. This production milestone includes SAF, renewable diesel, and renewable naphtha, a byproduct of the production process that is a valuable blendstock and feedstock for reducing emissions in gasoline supply chains, showcasing the site's flexibility and commitment to maximizing plant utilization."This update is simple but important: New Rise is producing renewable fuels" said Mihir Dange, Chief Executive Officer and Board Chair of XCF. "We've already produced over 2.5 million gallons of SAF, renewable diesel, and renewable naphtha, proving that our model works. Further, this is a testament to the dedication and expertise of our team, who are focused on executing our strategy and driving the clean fuel transition."New Rise Reno leverages a modular, patent-pending site design and integrated technology stack to enable flexible production of renewable fuels, helping the company adapt to changing market needs and maximize plant utilization. The facility can pivot between production of SAF and renewable diesel without the need for equipment or process modification.During ramp-up, XCF's multi-product renewable fuel production mix demonstrates:<ul><li>Diversification of revenue streams</li><li>Resilience to market demand shifts</li><li>Maximization of plant capacity and economics</li></ul>About XCF Global, Inc.XCF Global, Inc. is a pioneering synthetic aviation fuel company dedicated to accelerating the aviation industry's transition to net-zero emissions. XCF is developing and operating state-of-the-art clean fuel SAF production facilities engineered to the highest levels of compliance, reliability, and quality. The company is actively building partnerships across the energy and transportation sectors to accelerate the adoption of SAF on a global scale. XCF is listed on the Nasdaq Capital Market and trades under the ticker, SAFX. Current outstanding shares: ~149.3 million; &lt;20% free float (as of 08 July 2025).To learn more, visit <a target="_blank" rel="noopener noreferrer nofollow" href="https://pr.report/c46q">www.xcf.global</a>.ContactsXCF Global: C/O Camarco <a target="_blank" rel="noopener noreferrer nofollow" href="mailto:XCFGlobal@camarco.co.uk">XCFGlobal@camarco.co.uk</a>Media: Camarco Andrew Archer | Rosie Driscoll | Violet Wilson <a target="_blank" rel="noopener noreferrer nofollow" href="mailto:XCFGlobal@camarco.co.uk">XCFGlobal@camarco.co.uk</a>Forward Looking StatementsThis Press Release includes "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by terminology such as "may", "should", "expect", "intend", "will", "estimate", "anticipate", "believe", "predict", "potential" or "continue", or the negatives of these terms or variations of them or similar terminology. These forward-looking statements, including, without limitation, statements regarding XCF Global's expectations with respect to future performance and anticipated financial impacts of the recently completed business combination with Focus Impact BHC Acquisition Company (the "Business Combination"), estimates and forecasts of other financial and performance metrics, and projections of market opportunity and market share, are subject to risks and uncertainties, which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by XCF Global and its management, are inherently uncertain and subject to material change. These forward-looking statements are provided for illustrative purposes only and are not intended to serve as and must not be relied on by any investor as, a guarantee, an assurance, a prediction or a definitive statement of fact or probability. New risks and uncertainties may emerge from time to time, and it is not possible to predict all risks and uncertainties. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) changes in domestic and foreign business, market, financial, political, and legal conditions; (2) unexpected increases in XCF Global's expenses resulting from potential inflationary pressures and rising interest rates, including manufacturing and operating expenses and interest expenses; (3) the occurrence of any event, change or other circumstances that could give rise to the termination of negotiations and any agreements with regard to XCF Global's offtake arrangements; (4) the outcome of any legal proceedings that may be instituted against the parties to the Business Combination or others; (5) XCF Global's ability to meet Nasdaq's continued listing standards; (6) XCF Global's ability to integrate the operations of New Rise and implement its business plan on its anticipated timeline; (7) XCF Global's ability to raise financing in the future and the terms of any such financing; (8) the New Rise Reno production facility's ability to produce the anticipated quantities of SAF without interruption or material changes to the SAF production process; (9) XCF Global's ability to resolve current disputes between its New Rise subsidiary and its landlord with respect to the ground lease for the New Rise Reno facility; (10) XCF Global's ability to resolve current disputes between its New Rise subsidiary and its primary lender with respect to loans outstanding that were used in the development of the New Rise Reno facility; (11) costs related to the Business Combination and the New Rise acquisitions; (12) the risk of disruption to the current plans and operations of XCF Global as a result of the consummation of the Business Combination; (13) XCF Global's ability to recognize the anticipated benefits of the Business Combination and the New Rise acquisitions, which may be affected by, among other things, competition, the ability of XCF Global to grow and manage growth profitably, maintain relationships with customers and suppliers and retain its management and key employees; (14) changes in applicable laws or regulations; (15) risks related to extensive regulation, compliance obligations and rigorous enforcement by federal, state, and non-U.S. governmental authorities; (16) the possibility that XCF Global may be adversely affected by other economic, business, and/or competitive factors; (17) the availability of tax credits and other federal, state or local government support; (18) risks relating to XCF Global's and New Rise's key intellectual property rights; (19) the risk that XCF Global's reporting and compliance obligations as a publicly-traded company divert management resources from business operations; (20) the effects of increased costs associated with operating as a public company; and (21) various factors beyond management's control, including general economic conditions and other risks, uncertainties and factors set forth in XCF Global's filings with the Securities and Exchange Commission ("SEC"), including the final proxy statement/prospectus relating to the Business Combination filed with the SEC on February 6, 2025, this Press Release and other filings XCF Global makes with the SEC in the future. If any of the risks actually occur, either alone or in combination with other events or circumstances, or XCF Global's assumptions prove incorrect, actual results could differ materially from the results implied by these forward-looking statements. There may be additional risks that XCF Global does not presently know or that it currently believes are not material that could also cause actual results to differ from those contained in the forward-looking statements. In addition, forward-looking statements reflect XCF Global's expectations, plans or forecasts of future events and views as of the date of this Press Release. These forward-looking statements should not be relied upon as representing XCF Global's assessments as of any date subsequent to the date of this Press Release. Accordingly, undue reliance should not be placed upon the forward-looking statements. While XCF Global may elect to update these forward-looking statements at some point in the future, XCF Global specifically disclaims any obligation to do so.SOURCE: XCF Global, Inc.&nbsp;Note: This article has been published automatically by sourcing from Access Newswire. The Stocktwits editorial team did not edit the article.

XCF Global Reports Production of Renewable Fuels During Ramp-up Process

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XCF Global, Inc. is a pioneering sustainable aviation fuel company dedicated to accelerating the aviation industry's transition to net-zero emissions. The firm is developing and operating state-of-the-art clean fuel SAF production facilities engineered to the highest levels of compliance, reliability, and quality. The company is headquartered in Houston, TX.

XCF Global Inc. - Ordinary Shares - Class A

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