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Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is surging as traders react to its inclusion in the S&P 500 index, with many noting the stock's significant momentum driven by the growing power demands of AI data centers. While some market participants are taking profits following the rally, bullish sentiment remains strong as many traders view the S&P 500 addition as a validation of the company's long-term growth thesis.

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.

Oracle is seeing increased volatility and divergent opinions as traders position themselves for the upcoming earnings report, with many focusing on the company's AI data center infrastructure and large contract backlog. While some investors view the recent price action as a shakeout of weak hands and a buying opportunity, others express frustration over the stock's underperformance relative to other tech peers and uncertainty regarding capital expenditure.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is trending as traders debate its potential for upcoming S&P 500 inclusion, though many express frustration over recent stock volatility and the impact of insider share sales. While some speculate about index additions, others focus on the company's fundamental role in AI infrastructure, leading to conflicting views on whether current levels represent a buying opportunity or a deeper correction.

Cheniere Energy, Inc. engages in liquefied natural gas (LNG) related businesses. It owns and operates LNG terminals, develops, constructs, and operates liquefaction projects near Corpus Christi, Texas, and at the Sabine Pass LNG terminal. The company was founded by Charif Souki in 1983 and is headquartered in Houston, TX.

Cheniere Energy Inc.

Cheniere Energy is attracting significant attention as traders speculate on its potential inclusion in the S&P 500 index during the upcoming rebalancing. The conversation is characterized by intense debate over whether recent price movement reflects anticipation of this index change or broader industry fundamentals, with many retail traders expressing bullish sentiment despite disagreements regarding the stock's performance relative to peers like Bloom Energy.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain as well as the Onyx Goliath Blockchain. XCN is also used as an ERC-20 token for Staking and Governance.

Onyxcoin

Onyxcoin is trending primarily due to its recent listing on the South Korean exchange Upbit, which has driven a significant increase in trading volume. While some traders view this as a potential catalyst for long-term growth and institutional adoption, others are dismissive, labeling the price movement as a repeat of past pump-and-dump patterns.

KLA Corp. engages in the supply of process control and yield management solutions for the semiconductor and related nano-electronics industries. The company operates through the following segments: Semiconductor Process Control, Specialty Semiconductor Process, and PCB, Display and Component Inspection. The Semiconductor Process Control segment provides a comprehensive portfolio of inspection, metrology and data analytics products and related services. The Specialty Semiconductor Process segment develops and sells advanced vacuum deposition and etching process tools. The PCB, Display and Component Inspection segment enables electronic device manufacturers to inspect, test and measure PCBs, flat panel displays and ICs to verify their quality. Its products include manufactured chips, reticle, packaging, surface profilers, nanochemical testers, KT pro equipment, and compound semiconductors. The company was founded on July 9, 1975 and is headquartered in Milpitas, CA.

KLA Corp.

KLA Corp. is trending as part of a broad semiconductor equipment sector rebound, with investors rotating back into the space following a sharp July selloff and supported by resilient AI-driven demand. The rally is underscored by discounted valuations and renewed investor optimism for semiconductor infrastructure leaders.

Everpure, Inc. engages in the business of delivering innovative and disruptive data storage, products, and services that enable customers to maximize the value of data. The firm is also involved in the provision of data storage and management with a mission to redefine the storage experience by simplifying how people consume and interact with data. The company was founded by John M. Hayes and John Colgrove in October 2009 and is headquartered in Santa Clara, CA.

Everpure Inc. - Ordinary Shares - Class A

Everpure Inc

Everpure is attracting attention as a potential candidate for inclusion in the S&P 500 index during the upcoming rebalancing. The discussion is supported by reports and analyst commentary highlighting the company's market capitalization and eligibility.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is trending as investors react to the company's new strategic partnership with Payward, which integrates SoFi's banking infrastructure with the Kraken platform to enhance stablecoin access and liquidity. While some traders view this as a positive fundamental development, sentiment remains heavily divided as the stock fails to achieve S&P 500 inclusion, leading to ongoing frustration regarding price volatility and high-volume short selling.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is experiencing high volatility as traders react to a broad sector pullback in photonics and semiconductor stocks, while bulls continue to focus on the company's long-term indium phosphide capacity expansion and demand from the AI infrastructure market. Community members remain divided, with some viewing the downward price movement as a buying opportunity following recent earnings momentum and others warning of overvaluation and geopolitical risks.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending as traders react to reports that some Chinese suppliers have halted rare earth shipments to U.S. customers, fueling discussions about national security and domestic supply chain independence. While the stock has faced volatility, investors remain focused on the company's recent acquisition of Serra Verde and the broader government-backed efforts to decouple critical mineral supply chains from China.

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Twist Bioscience shares are trending due to a combination of strong institutional interest, positive analyst sentiment, and optimism surrounding the company's synthetic DNA technology and expanding biopharma collaborations. However, conversation remains polarized as some traders express skepticism regarding the company's path to profitability and historical volatility, while others highlight a pending class-action settlement related to 2022 disclosures as a factor to monitor.

AI in Drug Discovery Market Projected to Reach $8.52 Billion By 2030

AI in Drug Discovery Market Projected to Reach $8.52 Billion By 2030 AI in Drug Discovery Market Projected to Reach $8.52 Billion By 2030 PR Newswire AUSTIN, Texas, Sept. 3, 2026 AUSTIN, Texas, Sept. 3, 2026 /PRNewswire/ -- Equity Insider News Commentary - Pharmaceutical research is being rebuilt...

SLS, IBRX Eye Fresh Oncology Tailwind As Cathie Wood’s ARK Backs Personalized Cancer-Vaccine Future 

Equity

ARK sees a path toward custom cancer treatments for every patient, though current costs of $200,000-$300,000 remain a major hurdle.

Twist Bioscience Stock Resilient Despite Scorpion Capital Short Report

TWST shares surge after Anthropic names the company an independent evaluator in a new AI-driven protein design campaign. The bullish momentum overshadows a critical short report published on X by activist short-seller Scorpion Capital.read more...

Twist Bioscience Stock Hits 52-Week High - Here's Why

Twist Bioscience (TWST) stock jumped 17% after Anthropic chose the firm to test AI-designed proteins. Get the full market update.read more...

‘Pharma Bro’ Martin Shkreli Slams Anthropic’s Claude Drug-Discovery Claims: ‘This Is Not Impressive Work’

Claude-designed proteins successfully bound to 14 of 15 targets in independent testing by Adaptyv Bio and Twist Bioscience. 

Twist Bioscience Announces Pricing of Upsized $300.0 Million Public Offering of Common Stock

Twist Bioscience Corporation (Nasdaq: TWST) (Twist), a mid-cap growth and value biotech company, today announced the pricing of an upsized underwritten public offering of 3,125,000 shares of its common stock at a price to the public of $96.00 per share. All of the shares of common stock to be sold...

Twist Bioscience Announces Proposed Public Offering of $250.0 Million of Common Stock

Twist Bioscience Corporation (Nasdaq: TWST) (Twist), a mid-cap growth and value biotech company, today announced the commencement of an underwritten public offering of $250.0 million of shares of its common stock. In addition, Twist intends to grant the underwriters a 30-day option to purchase up...

Twist Bioscience Corporation Announces Inducement Grants under NASDAQ Listing Rule 5635(c)(4)

As required by the rules of the Nasdaq Stock Market, Twist Bioscience Corporation (NASDAQ: TWST) (Twist or the Company), a mid-cap growth and value biotech company, today announced that a total of 44,434 restricted stock units (RSUs) will be granted to 24 recently hired individuals, in each case as...

Twist Bioscience Sees AI Drug Discovery Pipeline Expand

Twist Bioscience (NASDAQ: TWST) stock is up on strong Q3 results and raised guidance. AI drug discovery and NGS businesses show growth.read more...

Twist Bioscience (TWST) Reports Q3 Loss, Beats Revenue Estimates

Twist Bioscience (TWST) delivered earnings and revenue surprises of -12.00% and +3.39%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Twist Bioscience Corp. engages in the development of a proprietary semiconductor-based synthetic DNA manufacturing process. It operates through the following geographical segments: Americas, EMEA, and APAC. The Americas segment consists of the United States of America, Canada, Mexico, and South America. The EMEA segment includes Europe, Middle East, and Africa. The APAC segment focuses on Japan, China, South Korea, India, Singapore, Malaysia, and Australia. The company was founded by William Marine Banyai, Emily Marine Leproust, and Bill James Peck in 2013 and is headquartered in San Francisco, CA.

Twist Bioscience Corp

Bearish Sentiment

The Federal Reserve hasn't raised rates at all in 2026, but hawkish comments from Fed Chair Kevin Warsh at the Jackson Hole symposium have pushed September rate hike odds as high as 66%, a sharp jump from under 40% just a week earlier. How many rate hikes do you expect from the Fed in 2026? Vote and explain your reasoning in the comments.

How many rate hikes do you expect from the Fed in 2026?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	-$0.39	--	--	N/A
Q3 '26	-$0.49	-$0.56	-13.51%	MISSED
Q2 '26	-$0.48	-$0.71	-48.72%	MISSED
Q1 '26	-$0.42	-$0.50	-17.92%	MISSED
Q4 '25	-$0.42	-$0.45	-6.22%	MISSED

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TWST Earnings

Upcoming Earnings: Q4 '26

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