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Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Fireflys agreement to supply engines, license propulsion technology and provide engineering support for AST SpaceMobiles planned Blacklift rocket is driving attention, with traders viewing it as major contract validation and a boost to Fireflys backlog. The rally has also drawn caution over share-based payment, execution risks for the rocket program and volatility around earnings.

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.

Charles Schwab Corp.

Repeated Schwab and thinkorswim outages, including login and order-processing problems and inaccurate platform data, are driving complaints from traders who say disruptions interfered with trades. Some report access restored, while others remain frustrated and are considering moving their accounts to competing brokerages.

Devon Energy Corp. engages in the exploration, development, and production of oil and natural gas properties. It develops and operates Delaware Basin, Eagle Ford, Heavy Oil, Barnett Shale, STACK, and Rockies Oil. The company was founded by J. Larry Nichols and John W. Nichols in 1971 and is headquartered in Oklahoma City, OK.

Devon Energy Corp.

Devons sharp post-earnings selloff is drawing attention despite traders describing the results as better than expected and guidance as maintained. The community is split between frustration over persistent underperformance and views that the decline is an overreaction, with bearish put positioning alongside call buying for a possible rebound.

Zcash (ZEC) is a cryptocurrency . Users are able to generate ZEC through the process of mining. Zcash has a current supply of 16,953,127.30655279. The last known price of Zcash is 1,329.33960893 USD and is up 1.05 over the last 24 hours. It is currently trading on 668 active market(s) with $1,328,780,662.72 traded over the last 24 hours. More information can be found at https://z.cash/.

Zcash

Zcashs sharp rally and outperformance versus Bitcoin are drawing attention, with traders frequently pointing to the NU7 network upgrade and renewed interest in privacy-focused crypto as catalysts. Bullish calls for further gains coexist with skepticism about resistance levels and expectations of a pullback.

The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Goldman Sachs Group, Inc.

Goldmans sharp decline despite a strong Q3 earnings beat is driving discussion, with traders questioning why solid trading and advisory results have not supported the shares. The debate centers on broader financial-sector weakness and whether Goldmans role in AI infrastructure financing leaves it exposed to rising debt and a slowdown in deal activity.

The Kraft Heinz Co. engages in the manufacture and market of food and beverage products. It operates through the North America and International geographical segments. The company was founded on July 2, 2015, and is headquartered in Pittsburgh, PA.

Kraft Heinz Co

Kraft Heinzs quarterly results beat analyst expectations and the company raised its full-year sales outlook, while announcing plans to sell its North American coffee business as part of its turnaround. Traders are debating why shares faded despite the beat, weighing optimism about the turnaround and dividend against ongoing business headwinds.

Core Scientific, Inc. engages in the business of operating a purpose-built facility for digital asset mining and provision of blockchain infrastructure, software solutions, and services. It operates under the Mining and Hosting segments. The Mining segment focuses on bitcoin mining for the company's own account. The Hosting segment includes blockchain infrastructure and third-party hosting business. The company was founded by Michael Jeffrey Levitt and Darin Feinstein on December 13, 2017 and is headquartered in Dover, DE.

Core Scientific Inc - Ordinary Shares - New

Core Scientific Inc

Core Scientifics Q3 results have drawn attention to its shift from bitcoin mining toward AI and high-performance-computing data-center leasing, with traders highlighting growing colocation revenue and capacity coming online. Reactions are mixed: some see evidence the pivot is working, while others worry about debt, customer concentration, and execution risks.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

Traders are reacting to a reported Chardan Capital Buy upgrade and higher price target, while the main near-term focus remains the FDAs decision on whether to accept MoonLakes sonelokimab BLA and assign a review timeline. Bulls see the regulatory milestone and analyst support as encouraging, while skeptics remain cautious about FDA and commercialization risks.

Zoom Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Zoom Communications Inc. - Ordinary Shares - Class A

Anthropics reported confidential IPO filing has renewed attention on Zooms minority stake, with traders viewing ZM as a potential proxy and debating the stakes value. Bullish interest also points to recent earnings strength, while skeptics argue Zooms core business remains slow-growing and faces bundled competition.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axons quarterly miss and reduced full-year outlook, tied largely to delayed federal counter-drone deployments, drove a sharp selloff. Traders are divided between viewing the drop as an overreaction and dip-buying opportunity versus a justified repricing of a richly valued stock facing execution and margin concerns.

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GNRC Stock Heads For Best Week Since May: Amazon Deal Sparks Fresh Data Center Growth Bets, Analysts Say Generac Is Trading Cheap 

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Analysts are pointing to Amazon’s deal as a potential catalyst for Generac’s expanding data center business.


FLNC Stock Crashes Overnight As Weak Outlook Hurts, But Retail Loads Up On Historic AI Data Center Backlog 

Fluence Energy slashed guidance due to production delays, but retail traders remained bullish. 

ETFs to Watch as Tesla Sees Worst Weekly Slump Post Q2 Earnings Miss 

Tesla's post-earnings slump is likely to prompt some investors to consider diversified ETFs over direct exposure to the stock amid ongoing margin concerns.

Corgi ETF Trust I. - Corgi Battery Energy Storage Systems ETF

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<ul class="summary-bullets"><li>Wells Fargo sees Generac’s Amazon supply deal driving its data center revenue above $3 billion by 2028.&nbsp;</li><li>The firm says Generac’s valuation looks low and maintains a $280 price target.&nbsp;</li><li>Roth Capital raised Generac’s price target to $250 from $214 while keeping a Neutral rating.&nbsp;</li></ul>Generac Corp. (GNRC) is on track for its strongest week since May as analysts highlight the stock’s valuation following its major Amazon supply agreement. Wells Fargo says the deal could help Generac’s data center revenue exceed $3 billion by 2028.&nbsp;<a href="https://stocktwits.com/symbol/GNRC">Generac stock</a> edged 0.04% higher in Friday’s premarket. The stock has gained nearly 11% so far this week.&nbsp;<h2 class="st-heading-2">Wells Fargo Sees Generac Shares As Undervalued&nbsp;</h2>According to Wells Fargo, Amazon could award as much as $8 billion under the generator supply&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/this-energy-solutions-stock-surged-40-percent-after-hours-whats-the-amzn-connection/cZtYHa8RBPs">agreement</a>. The firm estimates the deal could give Generac close to half of Amazon’s diesel-generator deployments and help push annual data center revenue past $3 billion by 2028.Wells Fargo also said Generac’s valuation does not yet fully reflect the potential benefit from the Amazon relationship. The firm maintains an ‘Overweight’ rating and a $280 price target on the shares, describing the current valuation multiple as “far too low” after the agreement. The price target implies a 35% upside to the stock’s last closing price.&nbsp;JPMorgan highlighted the contract’s ability to provide greater visibility into future sales. Generac ended the second quarter with a $1.6 billion data center backlog, and the firm estimates that spreading potential Amazon deliveries across fiscal 2027 and 2028 would give the company about $1.9 billion in fiscal 2027 data center revenue visibility.JPMorgan’s estimate does not include additional data center contracts Generac could secure during that period.&nbsp;<h2 class="st-heading-2">Roth Capital Raises Generac’s Price Target</h2>Roth Capital raised its price target on Generac to $250 from $214. The firm retained a ‘Neutral’ rating while incorporating an initial estimate for possible commercial and industrial data center deployments into its model.Despite keeping its Neutral stance, Roth said the risk/reward profile is “increasingly positive” after what it called a “transformational” supply and warrant agreement with Amazon.<h2 class="st-heading-2">GNRC Stock: Retail Stance&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory.&nbsp;A user&nbsp;<a href="https://stocktwits.com/supasage2003/message/664538462">said</a>, “In addition to the actual revenues and profits,&nbsp; the Amazon deal validates Generac’s data center offerings and improves revenue visibilty and stability.&nbsp; The deal also underscores Generac’s enlarged total addressable market (TAM) opportunity.&nbsp; I would think those fundamental improvements to Generac’s business justifies multiple expansion that should be sustainable long term.”Another user&nbsp;<a href="https://stocktwits.com/revoltingtrees/message/664546671">said</a>, “Backup power as a service for the world.”GNRC stock has surged over 51% year-to-date.&nbsp;Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/len-stock-heads-for-monthly-loss-ceo-warns-higher-interest-rates-test-affordability-after-weak-outlook/cZtuFY5RB3X">LEN Stock Heads For Monthly Loss: CEO Warns Higher ‘Interest Rates Test Affordability' After Weak Outlook</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A smartphone displays the logo of Generac Holdings Inc. (Photo illustration by Cheng Xin/Getty Images)

Analysts are pointing to Amazon’s deal as a potential catalyst for Generac’s expanding data center business.

GNRC Stock Heads For Best Week Since May: Amazon Deal Sparks Fresh Data Center Growth Bets, Analysts Say Generac Is Trading Cheap

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Generac Holdings Inc

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