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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Democratic gains in the midterms and the resulting political setback for Trump are the dominant focus, with traders linking the selloff in Trump Media to concerns about a weakened presidency, congressional gridlock, and potential investigations. The discussion is overwhelmingly bearish, though a few traders argue for buying the dip or a short squeeze.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros strong quarterly results and raised outlook have drawn attention, but traders are frustrated that the stock sold off despite the news. The debate centers on whether concerns about data-center regulation after the midterms, thin margins, customer concentration and cash conversion outweigh the AI-server growth story; some view the decline as an overreaction, while others question managements credibility and execution.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is caught in a sharp semiconductor selloff as traders fear that Democrats election gains could bring tighter data-center rules or slow AI infrastructure spending, weakening future memory demand. Bulls call the reaction an overblown market rotation and point to persistent AI-driven memory demand, while bears see risks to data-center investment and a cyclical memory downturn.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is under pressure amid election-related fears that tighter Texas and data-center rules could slow AI infrastructure expansion, alongside uncertainty ahead of earnings. Traders debate whether those risks outweigh the value of its existing power and data-center buildout, with some also pointing to a Microsoft contract as a potential cushion.

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.

Fears that a Democratic win in Texas could slow or restrict data-center approvals have driven a sharp selloff in CIFR and other AI-infrastructure stocks. Bears warn that delays could threaten future growth, while bulls argue signed leases and projects already underway are less exposed and that AI demand remains intact.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples sharp rebound after its earnings-related selloff is driving attention, with traders describing a return to highs and debating whether a post-election rotation into mega-cap safe haven stocks and a short squeeze are behind the move. Bulls point to resilient demand and buying the dip, while skeptics question the rally given margin pressure from rising memory costs and Apples valuation.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is caught in a sharp memory-stock selloff as traders worry that election-related uncertainty could slow U.S. data-center expansion and weaken future AI memory demand, despite strong results and supply-shortage arguments. The community is split between viewing the decline as a buying opportunity ahead of the stock split and seeing it as a warning that the AI-memory trade has run too far or may face a cyclical downturn.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs strong quarterly results and upbeat data-center outlook have been overshadowed by a sharp reversal that erased much of its post-earnings gain. Traders debate whether election-related worries about data-center restrictions and AI spending, valuation concerns, or profit-taking drove the fade; bulls view the pullback as an overreaction to the companys growth outlook.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

UBER is drawing attention after Q3 results showed strong bookings growth and improving profitability, prompting a sharp rally. Traders are broadly bullish on the operating performance, while some question the softer Q4 outlook and weakness in Mobility revenue amid driver-supply concerns.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistra is under heavy selling pressure after traders cited a KeyBanc downgrade tied to concerns that Texass Democratic election results could bring tighter data-center and energy-policy rules; the shares are also being discussed as part of a broader pullback in AI-power stocks. The community is split between viewing the move as an overreaction and buying opportunity, and worrying that political uncertainty could weigh on growth.

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Duke Energy to Post Q3 Earnings: Here's What You Need to Know

DUK's Q3 earnings could benefit from rising data center demand, higher sales volumes and grid investments, but storm-related costs may pressure margins.

4 Utility Stocks Set to Outperform Q3 Earnings Estimates This Season

Let's take a look at four utility stocks, namely PPL, EVRG, SO and DUK, that are well-positioned to surpass earnings estimates in the current reporting cycle.

Evergy to Report Q3 Earnings: What to Expect From the Stock?

EVRG's Q3 earnings are expected to rise on customer growth, higher electricity demand and infrastructure investments, but rising costs could weigh on results.

PPL Poised for Q3 Earnings Beat: Should You Buy the Stock Now?

PPL is poised for a Q3 earnings beat, fueled by favorable rate hikes, grid investments and data-center demand. 

Ameren to Post Q3 Earnings: Here's What to Expect From the Stock

AEE's grid modernization, infrastructure investments and rising data center demand may boost Q3 earnings, but higher operating costs remain a concern.

American States Water to Release Q3 Earnings: Here's What to Expect 

AWR's Q3 earnings may have benefited from higher water rates, infrastructure investment recovery and construction activity, while rising costs could have weighed on profits.

Southwest Gas to Post Q3 Earnings: What's in the Cards for the Stock?

SWX's Q3 earnings may have benefited from regulatory rate relief, customer growth, rising industrial demand and cost controls, boosting prospects of an earnings beat.

Southern Company to Report Q3 Earnings: Here's How It Will Fare

SO's Q3 earnings are expected to benefit from rising data center demand, higher electricity sales and customer growth, although elevated expenses may weigh on profitability.

Curious about Southern Co. (SO) Q3 Performance? Explore Wall Street Estimates for Key Metrics

Evaluate the expected performance of Southern Co. (SO) for the quarter ended September 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

VST or SO: Which Utility Stock Offers Stronger Growth Potential?

Vistra offers a cheaper valuation, but The Southern Company leads in dividends, debt management, profitability and stock performance. 

The Southern Co is a holding company, which engages in the generation and sale of electricity. It operates through the following segments: Traditional Electric Operating Companies, Southern Power, and Southern Company Gas. The Traditional Electric Operating Companies segment refers to vertically integrated utilities that own generation, transmission and distribution facilities, and supplies electric services in the states of Alabama, Georgia, Florida, and Mississippi. The Southern Power segment constructs, acquires, owns, and manages generation assets such as renewable energy projects and sells electricity in the wholesale market. The Southern Company Gas segment distributes natural gas through natural gas distribution facilities in the states of Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland. The company was founded on November 9, 1945, and is headquartered in Atlanta, GA.

Southern Company

Power Play: These Five US Utility Stocks Lead By Market Value

Equity

Neutral Sentiment

With 2025 drawing to a close, the U.S. utility sector is at a critical juncture marked by rising demand, grid modernization, and the ongoing energy transition.Heading into 2026, record electricity demand across the U.S. utility landscape is being driven by rising electrification and AI-fueled growth in data center power consumption.&nbsp; Unprecedented capital spending plans, acquisitions, and grid upgrades are pushing utilities to transition away from traditional defensive yield profiles toward more growth-oriented infrastructure investments, even as regulatory and competitive challenges persist.Stocktwits takes a look at the top five U.S. utilities by market value:<img src="https://news.stocktwits-cdn.com/Gq_Dm4_top_5_utilities_by_market_value_png_89aad70ce3.webp" alt="GqDm4-top-5-utilities-by-market-value-.png">NextEra Energy Inc.Market Value: $166.69 BillionYTD Performance: 11.7%NextEra Energy, Inc. is the largest electric utility holding company in America by market value, providing regulated power distribution through subsidiaries such as Florida Power &amp; Light and clean energy generation through NextEra Energy Resources. The company supplies electricity and develops renewable and conventional energy generation throughout the United States and Canada.NextEra Energy is slated to build 15 gigawatts (GW) of power for data center hubs by 2035 to support increased gas origination.The company has continued to build out its energy portfolio, partnering with technology firms like Alphabet’s Google on significant projects and increasing capital investment to support load growth. However, broader grid and regulatory challenges persist as power demand accelerates into 2026.Constellation EnergyMarket Value: $111.78 BillionYTD Performance: 60%Constellation Energy Corp. is a leading U.S. clean energy company that provides electric power, natural gas services, and energy management solutions to approximately two million customers. It has operated as an independent public company since 2022 following its separation from its former parent and owns competitive generation assets, including nuclear and gas plants.In December, Constellation Energy reached a settlement with the U.S. Department of Justice that would allow it to complete its $16.4 billion acquisition of Calpine Corporation, one of the largest power-sector transactions of the year, provided the merger preserves competition in wholesale power markets.Southern CoMarket Value: $94.38 BillionYTD Performance: 4.1%Southern Company is among the leading U.S. gas and electric utility holding companies, serving millions of customers across the southeastern United States through subsidiaries focused on power generation, transmission, and distribution.Southern Co topped third-quarter profit estimates as electricity demand surged, partly driven by commercial and industrial users. The company has significantly increased its capital expenditure plans to upgrade infrastructure and add capacity to keep pace with growing load demand. The company has said it projects continued demand growth of around 8% annually through 2029, reflecting higher data center load and residential expansion.Duke EnergyMarket Value: $90.44 BillionYTD Performance: 8%Duke Energy is a major U.S. electric power and natural gas holding company headquartered in Charlotte, North Carolina. The company serves millions of customers across several states and is engaged in the generation, transmission, and distribution of electricity and natural gas.The company has asked regulators to approve the consolidation of its two largest Carolina utilities into a single entity, aiming to streamline operations and generate more than $1 billion in customer cost savings over the next decade. Meanwhile, heavy capital spending on grid upgrades and electrification continues to pressure balance sheets.American Electric PowerMarket Value: $61.35 BillionYTD Performance: 24.3%American Electric Power is one of the largest electric utilities in the United States, operating one of the nation’s largest transmission systems and providing generation, transmission, and distribution services across an 11-state region.The company projected a system peak demand of 65 gigawatts within its service territory by 2030, especially in Indiana, Ohio, Oklahoma, and Texas. It also expects a long-term operating earnings growth rate of 7% to 9% for 2026 to 2030.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/why-is-sidus-space-stock-falling-premarket-today/cLepmXmREul">Why Is Sidus Space Stock Falling Premarket Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Electrical engineer working at the power station See the planning of electricity production at high voltage poles.

Heading into 2026, record electricity demand across the U.S. utility landscape is being driven by rising electrification and AI-fueled growth in data center power consumption.

Top 5 US Utility Stocks By Market Value - NextEra Energy, Constellation Energy In the List 

American Electric Power Company Inc.

Constellation Energy Corporation

Duke Energy Corp.

NextEra Energy Inc

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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