• 2
  • Comment
  • Favorite

24H | NEBIUS Jumps Nearly 7%; CoreWeave, Snap Add Nearly 4%; Bloom Energy, IREN Gain 3% Each; Chip, Optical Stocks Rise with AXT up 3%, Marvell up 2%

US Overnight08:13

Dow Futures rose 0.52%, S&P 500 Futures rose 0.49%, Nasdaq Futures rose 0.67%, reflecting a broadly risk-on tone.

Generac surged 33.06%. It signed a long-term Amazon data‑center generator deal worth about $2.4 billion for 2027–2028.

NEBIUS jumped 6.74%. It will raise Nvidia GPU rental prices starting October 1.

CoreWeave, Inc. climbed 3.82%. Options flow included a $14.03 million buy of long‑dated $110 calls and put selling.

Snap Inc rallied 3.67%. It announced Specs AR partnerships with Salesforce, Nvidia, AWS and major carriers.

Bloom Energy Corp (BE) advanced 3.19%. Mizuho sharply raised its price target amid S&P 500 inclusion talk.

IREN Ltd gained 2.96%. Flows showed a $3.15 million dual long‑put package and a $1.06 million cash‑secured put sale.

Intel rose 1.61%. Trades featured a $1.05 million bear call spread near $110 and a $1.15 million purchase of $120 calls.

Western Digital increased 1.44%. Options positioning featured a $0.99 million put spread collar.

Advanced Micro Devices (AMD) climbed 1.42%. Institutions put on $18.78 million in dual long‑call packages targeting strikes up to $1,120.

SanDisk Corp. rose 1.42%. A filing showed CEO David Goeckeler sold about $47.12 million of common shares.

Chip stocks rose, with Astera Labs, Inc. (ALAB) rising 2.35%, Marvell Technology (MRVL) rising 2.0%, ARM Holdings rising 1.83%, KLA Corporation rising 1.48%.

Memory chip stocks rose, with Seagate Technology PLC (STX) rising 1.4%.

Optical communication stocks rose, with AXT Inc rising 3.08%, Applied Optoelectronics (AAOI) rising 2.87%.

Elsewhere, APPLIED DIGITAL CORP (APLD) rose 2.01%.

Among other individual movers, Vertiv Holdings LLC (VRT) advanced 2.1%, TeraWulf Inc. gained 2.01%, Fluence Energy, Inc. (FLNC) tumbled 14.25%.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

empty
No comments yet
 
 
 
 

Most Discussed

 
 
 
 
 

7x24