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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs planned AI-unit rebrand to SpaceXSI and its broader AI-compute ambitions are fueling bullish momentum, with traders also focused on Musks confirmed discussions with TSMC about a possible Terafab collaboration. Optimism over growth and analyst support is countered by concerns about valuation, speculative merger and contract claims, and upcoming share unlocks.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemons steep selloff is drawing attention amid concerns about weak sales and guidance, slowing demand, and growing competition in athleisure. Traders are split between calling the shares oversold and historically cheap, and warning that fading pricing power and a weakening brand could keep the stock under pressure.

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

TeraWulfs expanded Kentucky Power agreement, which doubles planned Muskie data-campus capacity to 1 GW and brings forward the second phase, is drawing attention as part of its AI/HPC growth push. Reactions are split: some see stronger demand and long-term opportunity, while others focus on the selloff despite the news and worry about buildout costs, dilution, and the time needed for revenue to materialize; the agreement still requires regulatory approval.

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

OpenAI CEO Sam Altmans description of Cerebras as a close partner has eased concerns after reports that Nvidia GPUs were being used for OpenAIs latest Ultrafast mode, helping drive a rebound in CBRS shares. Traders are largely celebrating the reassurance, while some caution that it does not confirm Cerebras powers that specific mode and point to insider share unlocks and valuation as ongoing risks.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

A sharp selloff has put CMG in focus, with traders pointing to weakness across restaurant and consumer-discretionary stocks amid concerns about rates and pressured consumer spending, alongside recurring complaints about food quality and safety. Bears see more downside, while some traders view the drop as a buying opportunity; no clear fresh company-specific catalyst dominates the discussion.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors 24-month HOPE-3 open-label extension data showing slower upper-limb decline in Duchenne muscular dystrophy is driving discussion as the company seeks FDA approval for a narrowed upper-limb indication. Traders are divided over whether the supportive but nonrandomized data will address the FDAs earlier concerns, with bearish analyst commentary and the stocks weak reaction adding to the debate.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3Ds sharp selloff is being discussed alongside CFO James Suvas sudden departure and the limited explanation for it; traders are split between viewing the transition and interim replacement as manageable and seeing the timing as a warning sign. Some dip buyers call the reaction overdone or blame short-selling, while skeptical holders cite lingering concerns about management and transparency.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

Repeated open-market purchases by CEO Ryan Cohen and other insiders are driving bullish attention as GME rises, with traders watching for a technical breakout and speculating that the approaching warrant expiration could intensify short-covering. Others caution that insider buying alone has produced limited follow-through and say a substantive business announcement or stronger volume is needed; the squeeze theories remain speculative.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

VKTXs sharp reversal after strong VK2735 maintenance data is being attributed mainly to the recent equity and convertible financing, with traders citing dilution, hedging-related selling and limited near-term catalysts. Bulls remain encouraged by the obesity-drug data and see the pullback as an accumulation opportunity, while bears question managements financing and go-it-alone strategy and point to competition and a long wait for Phase 3 results.

Vaxcyte, Inc. engages in the development of vaccines for infectious diseases. It focuses on conjugate vaccines and protein-based vaccines developed through the Sutro Biopharma's Xpress CF Platform, a cell-free protein synthesis technology. The company was founded by Grant E. Pickering and Jeff Fairman on November 27, 2013, and is headquartered in San Carlos, CA.

Vaxcyte Inc

Vaxcyte shares surged after its VAX-31 pneumococcal vaccine met all prespecified primary endpoints in the pivotal Phase 3 OPUS-1 trial, including comparisons with competing vaccines. Traders are celebrating the data while debating whether the sharp move invites profit-taking, and some caution that the candidate still faces further trials, regulatory review, and potential dilution.

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Talen Energy Expands Buyback Plan With $1.5B Accelerated Repurchase

TLN launches a $1.5B accelerated buyback and raises repurchase capacity to $3B, backed by contracted capacity revenues and cash flow.

CEG, NRG, TLN Stocks In Spotlight: TD Cowen Warns Of ‘Acute’ Uncertainty After FERC Delays PJM’s Plan To Meet AI Demand

Equity

The Federal Energy Regulatory Commission accepted much of PJM Interconnection's proposal but suspended the plan for five months to review issues around payment structure.

Vistra vs. Talen: Which Stock Is Better Positioned for Investors?

VST's nuclear scale, diversified generation mix, lower debt-to-capital ratio and stronger ROE give it an edge over TLN.

SMR vs. TLN: Betting on Nuclear Growth or Proven Earnings?

NuScale Power's commercialization push and Talen Energy's cash-generating fleet highlight contrasting paths to rising U.S. electricity demand.

TLN Drops 33.3% in 3 Months as Risks Test Its Cash Flow Story

Talen Energy's stronger cash generation offers support, but debt, pricing pressure and data-center execution risks keep the recovery case unsettled.

Talen Raises 2026 Guidance as Cornerstone Boosts Cash Flow

Talen Energy's enlarged fleet and stronger market backdrop set a higher benchmark for converting favorable power conditions into sustained cash generation.

Is TLN Worth Buying as Cash Flow Improves Despite High Debt?

Talen Energy's valuation sits below its historical and sub-industry multiples, while its capital-return plan ties buybacks to stronger cash generation.

Vistra vs. Constellation vs. Talen Energy: Which Nuclear-Heavy Stock Is the Better AI-Power Bet?

Key PointsConstellation Energy boasts the nation's largest nuclear fleet and has long-term agreements with Microsoft and Meta Platforms...

Can CEG's Expanding Generation Portfolio Drive Long-Term Growth?

Constellation Energy expands generation with a $715 million  RISEC deal and long-term nuclear contracts to support reliability, returns and earnings growth.

NextEra Secures $1.9BN Loan From Dept Of Energy For Restart Of Duane Arnold Nuclear Power Plant

NextEra Secures $1.9BN Loan From Dept Of Energy For Restart Of Duane Arnold Nuclear Power Plant

 By Zachary Skidmore of DataCenterDynamics

NextEra Energy has secured a $1.9 billion loan from the US Department of Energy's Office of Energy Dominance Financing (EDF) to support the restart...

Talen Energy Corp. engages in the operation of power infrastructure. It produces and sells electricity, capacity, and ancillary services into wholesale power markets through its subsidiaries. The company was founded on June 6, 2014 and is headquartered in Houston, TX.

Talen Energy Corp - Ordinary Shares New

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Talen Energy Corp

$TLN ￼ crazy trading at  2027 PE of 10 right now.

Growth 
Amazing free cash flow
BuybacksS.

Should be trading $500 here.
That would be cheap

Zero

$TLN $CEG $VST 

Big meeting today with PJM members committee.

Should get news before market close.

Hopefully they agree on a plan, otherwise 
FERC will decide.

$TLN total trash...related AI utilities were the first ones to beging to act bad, on may i asked if they were the canary on the mine of ai theme. looks they were.

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