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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

A sharp move has fueled speculation about a Novo Nordisk partnership or buyout, alongside heavy call trading and short-squeeze talk; traders dispute the rumors, and no deal is confirmed. The discussion also centers on VK2735, with ObesityWeek presentations approaching and Phase 3 trials underway.

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

Nvidia CEO Jensen Huangs departure fueled a speculative rotation into AMD as a potential AI-chip beneficiary, but traders are now debating the sharp reversal as profit-taking and weakness across semiconductors erased part of the rally. Some see a healthy pullback, while others question AMDs valuation and whether AI data-center spending can sustain the gains.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

The Federal Circuits affirmation of the PTABs invalidity ruling on Netlists 912 patent claim is driving the selloff, with traders weighing the loss of potential Google-related litigation upside against the companys existing licensing deals and other growth prospects. Some expect Netlist to seek rehearing, while others argue the claim had limited future value and the ruling does not undermine its broader business.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel pushed its planned prostate-cancer BLA submission for aglatimagene besadenovec from Q4 2026 to mid-2027, citing assay-refinement timelines and ongoing FDA discussions, prompting a sharp selloff. Traders are divided: many question managements execution and trustworthiness and worry about dilution, while others view the delay as a CMC issue rather than a setback to the clinical data and are buying the dip.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is under pressure after its quarterly report cited delayed third-party data-center capacity, a lower-end revenue outlook and higher buildout spending, heightening concerns about execution, financing and near-term growth; analyst target cuts have added to the selloff. Traders are split between viewing the decline as a buying opportunity given AI demand and expecting further weakness amid broader neocloud-sector pressure and doubts about delivery timelines and capital needs.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Attention centers on Webulls Q3 earnings report and whether its growth can support a recovery after China-related scrutiny and allegations weighed on the shares. Bulls are buying the dip and citing the companys expansion, while bears remain concerned about the negative headlines, dilution and persistent price weakness.

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

Jensen Huangs departure has left traders debating Nvidias leadership succession and whether the transition could unsettle its strategy. The discussion is also focused on scrutiny of China chip exports and possible congressional investigations, while bulls argue that AI demand and the companys business remain strong.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arms quarterly results beat expectations, but shares are under pressure as traders focus on slower royalty growth and limited upside in the next-quarter outlook, with a broader semiconductor selloff adding pressure. The community is split between dip buyers citing AI and data-center demand and bearish traders questioning Arms high valuation and the durability of its royalty growth.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Ciscos post-earnings selloff is driving discussion: despite a strong quarter and raised full-year outlook tied to AI networking, traders are focused on lower gross margins from a hardware-heavy sales mix, slower product-order growth and a lower sequential revenue outlook. Bulls call the reaction overdone and point to AI demand and operating profitability, while bears see margin pressure and signs that growth may have peaked.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Sellas Phase 3 REGAL trial results for its GPS leukemia treatment are expected in November after the study reached its required 80th event, driving excitement around a major binary catalyst. Many traders are bullish and speculate about a short squeeze, while others caution that the results remain uncertain and could bring sharp volatility.

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GE Vernova’s Ontario Nuclear Plant Is Facing Delays And Rising Costs 

Equity

North America’s small modular nuclear reactor project in Ontario is encountering construction delays and cost overruns.


Not Oklo. Not X-Energy. This SMR Stock Just Signed a Contract to Start Building Reactor Components.

Key PointsNuScale Power signed a deal with Doosan Enerbility to start making key reactor components...

X-Energy Has Amazon as an Anchor Customer and Went Public in April. Is It a Better SMR Stock Than Oklo?

Key PointsAmazon gives X-Energy a strong financial and strategic advantage, owning roughly 23% of the company...

Radiant Wins First-Ever DOE OK For Full-Power Microreactor As Nuclear Stocks Crash To Multi-Year Lows

Radiant Wins First-Ever DOE OK For Full-Power Microreactor As Nuclear Stocks Crash To Multi-Year Lows

 For the first time ever, Washington has signed off on a commercial nuclear microreactor running at full power. On Wall Street, nobody seems to care.On Thursday, the Department of...

Everyone Wants Nuclear Power, Nobody Wants Nuclear Stocks: Inside The Great Uprate Rush

Everyone Wants Nuclear Power, Nobody Wants Nuclear Stocks: Inside The Great Uprate Rush

 On Monday, X-energy (XE) signed its second Amazon-backed reactor project in the US, a 960MW, 12-unit plant on the site of a retired AEP coal plant in Indiana. The same day, its stock sat at $10.36...

Amazon, Canadians, And The Navy All Want Reactors In Indiana

Amazon, Canadians, And The Navy All Want Reactors In Indiana

 Amazon, Canadians, and the U.S. Navy all showed up in Indiana this past week with reactor plans.

On Monday, AEP, X-energy and Amazon unveiled a 960 MW nuclear proposal in Sullivan County, and Canada's AtkinsR?alis signed on...

Cathie Wood's ARK Invest Adds These Nuclear Names For A Second Straight Day Even As Their Shares Have Plummeted More Than 60% In 2026

On Wednesday, ARK Investment Management reported purchasing Oklo and X-Energy stocks for a combined value of $3.42 million across multiple exchange-traded funds.

Stocktwits Midweek Energy Roundup: Brent Crosses $110 A Barrel, Musk’s Comments On Power For AI, Key Earnings Check

Oil prices have surged as concerns over Middle East supplies mount, with Brent crude breaching $110 a barrel and U.S. West Texas Intermediate rising to about $99.

Cathie Wood Sells $5.4 Million Worth of Palantir Stock as Ark Continues to Dump PLTR, Analyst Warns Valuation Prices In 'Years of Exceptional Execution'

Cathie Wood's Ark sold Palantir shares and bought Oklo and X-Energy shares on Tuesday, Oct. 20, 2026.read more...

BE Stock Leads Energy Rally After SpaceX CEO Elon Musk Says AI’s Real Constraint Is Power And Cooling, Not Chips

Musk said power, cooling, and electrical equipment infrastructure are “somewhat of a limiting factor” for the AI buildout. 

$XE Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of -$0.14
• Reported revenue of $66.34M up 118.01% YoY

Stocktwits

X-Energy Inc

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of -$0.14
• Reported revenue of $66.34M up 118.01% YoY

This account has been verified as an official STOCKTWITS representative.

Verified Account

Stocktwits Earnings

• Reported GAAP EPS of -$0.14
• Reported revenue of $66.34M up 118.01% YoY

X-Energy reported a larger Q3 operating loss and U.S. Government revenue concentration, has not delivered a commercial reactor or achieved final investment decisions for deployments, and reports globally limited HALEU availability.

X-Energy reported higher Q3 revenue from ARDP execution, reported NRC approval of a construction permit for Dows four-reactor project ahead of schedule, and disclosed a 144-reactor pipeline exceeding 11 GWe.

X-Energy, Inc. designs and develops nuclear reactor technology. The company manufactures nuclear fuels. It provides the Xe-100 reactor that is designed to generate 80 megawatts of electric power or 200 megawatts of thermal output (heat) and TRISO-X, a fuel for reactors. The company was founded in 2009 and is headquartered in Rockville, Maryland.

X-Energy Inc. - Ordinary Shares- Class A

Bearish Sentiment

<ul class="summary-bullets"><li>Ontario Power Generation announced that the GE Vernova Hitachi small modular reactor is likely to miss its targeted October 2030 operational date due.</li><li>The delays pose a challenge for the nuclear and power firms that are trying to prove that next-generation reactors can be built quickly and affordably.&nbsp;</li><li>The initial 300-megawatt unit was projected at roughly $5.4 billion.</li></ul><p>North America's small modular reactor (SMR) project is running into hurdles, dealing a blow to the momentum of the modern nuclear power movement as data center builds look to gather pace.&nbsp;</p><p>According to Ontario Power Generation—the state-run utility managing the project—the GE Vernova (GEV) Hitachi reactor being built in Ontario is expected to exceed its initial budget and will likely miss its scheduled October 2030 start date.</p><p>The setback comes at a delicate time for numerous firms developing next-generation nuclear tech, including companies like Oklo (OKLO), X-Energy (XE), and NuScale Power (SMR).&nbsp;</p><p>However, <a class="mention" data-mention="$GEV" data-symbol-id="GEV" href="https://stocktwits.com/symbol/GEV" target="_blank">GEV stock</a> added about 2% on Wednesday.&nbsp;</p><h2 class="st-heading-2">Engineering And Supply Chain Pressures</h2><p>Ontario Power Generation officials pointed to ongoing engineering adjustments for the pioneering SMR design, alongside compounding supply chain disruptions, as the core drivers behind the timeline and cost adjustments.&nbsp;</p><p>A representative for GE Vernova told Barron’s the company is committed to working through any issues affecting the project, which also may include “engineering, procurement and construction, as well as evolving market conditions, including inflation and geopolitical risks.”&nbsp;</p><h2 class="st-heading-2">Clean Energy Benefits?</h2><p>Prior to the recent delay announcements, the 300-megawatt unit carried an estimated price tag of roughly $5.4 billion. Approximately $4.3 billion of that total was earmarked directly for the primary unit, with the remaining balance allocated toward shared site infrastructure meant to support three future reactors.</p><p>When evaluating just the single unit's direct expenses, the project exceeds $14,000 per kilowatt. By comparison, establishing a new natural gas plant typically hovers around $2,500 per kilowatt, proving the nuclear reactors to be much pricier than alternative power solutions.&nbsp;</p><h2 class="st-heading-2">GEV Stock: Retail View</h2><p>Retail sentiment on Stocktwits towards GE Vernova was ‘neutral’ with ‘normal’ message volumes.&nbsp;</p><p>GEV stock has gained about 22.5% year-to-date.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, a GE logo is seen displayed on a smartphone with a GE Vernova logo in the background. 

North America's small modular reactor (SMR) project is running into hurdles, dealing a blow to the momentum of the modern nuclear power movement as data center builds look to gather pace.

GE Vernova’s Ontario Nuclear Plant Is Facing Delays And Rising Costs

GE Vernova Inc.

Oklo Inc.

NuScale Power Corp

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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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