Defiance AI & Power Infrastructure ETF

Microsoft Pushes Maia 200 Chip, Claims Lower Inference Costs Than Nvidia

Nvidia China Revenue Drops 53% to $4.55B, Total Sales Surge 85% to $81.6B, Customer Concentration Risk Rises

Wall Street Analysts Adjust Price Targets: Baird Raises Nvidia Target to $500

UBS raises Nvidia price target to $280

Prescott Group Invests $945k in GE Vernova, Analysts Raise Price Targets

Goldman Sachs Raises Nvidia Price Target to $285, Maintains Buy Rating

Taiwan Investigates Illegal Export of Nvidia-Chip Servers to Mainland China and HK/Macau

Bessemer Group Reduces Broadcom Stake by 2.9% in Q4, Holdings Worth $1.86 Billion

Nvidia Q1 Revenue Surges to $81.6B, Unveils Vera CPU Amid Stock Decline Concerns

RBC Raises Nvidia Target Price from $250 to $270

Morgan Stanley Raises Nvidia Target Price from $285 to $288

Jefferies Raises Nvidia Price Target from $275 to $300

NVIDIA Wins Multiple Best Choice Awards at COMPUTEX 2026 and Showcases Vera Rubin NVL72

Duan Yongping's H&H Q1 13F Disclosed: Cleared Alibaba & TSMC, Bullish on Tesla & Nvidia

Nvidia Q1 Earnings Beat Expectations; CEO Huang: Conceded China AI Chip Market to Huawei

Nvidia H200 Sales Blocked in China Yield No Revenue, Stock Falls 1.6% Despite Strong Earnings

Nvidia Reports Earnings, Performance Exceeds Expectations Across the Board

Melius Research Raises Nvidia Price Target to $400

Nvidia Q2 2026 Earnings: Revenue up 85% to $81.6B, Unveils Vera Rubin Platform

Liminatus Pharma

Co-Diagnostics

NewGenIvf

Agape ATP

PicoCELA

Defiance Daily Target 2X Long RGTI ETF

Tradr 2X Long QBTS Daily ETF

Sunshine Biopharma

Tradr 2X Long RGTI Daily ETF

Wheeler Real Estate

IREN

NBIS

IDGT

NBIG

NBIL

NEBX

Nebius (NBIS.US) notified downstream customers of an increase in GPU computing power rental prices. Coupled with NVIDIA's Q1 performance exceeding expectations, data center stocks surged collectively. NBIS rose over 15% (leveraged ETF NEBX rose over 29%), IREN rose over 6%, and CRWV and HUT rose over 4%. NBIS simultaneously secured approximately $2.6 billion in energy services from BE for the next 10 years

Movers Alert

Nebius

iShares US Digital Infrastructure and Real Estate ETF

Tradr 2X Long IREN Daily ETF

Leverage Shares 2X Long NBIS Daily ETF

Global X Data Center & Dgtl Infrs ETF

Pacer Data & Infrastructure Real Estate ETF

Defiance Daily Target 2X Long IREN ETF

GraniteShares 2x Long NBIS Daily ETF

Tradr 2X Long NBIS Daily ETF

Bloom Energy

Hut 8 Mining

Coreweave

Oracle

Defiance Daily Target 2X Long ORCL ETF

NVIDIA

Alphabet

Alphabet - C

Blackstone

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

NVIDIA Corporation

Data center stocks collectively strengthened, Nebius (NBIS.US) rose over 15%, IREN (IREN.US) rose over 6%

GEVX

Prescott Group Capital Management L.L.C. invested $945,000 in GE Vernova Inc. by acquiring 1,446 shares during Q4, as reported in their recent SEC filing. Other institutional investors also increased their stakes in GE Vernova. Analysts remain optimistic about the company's growth potential, with several raising their price targets. GE Vernova's stock has shown positive movement, currently trading at $1,024.61, with a market cap of $275.33 billion.

Market Beat

GE Vernova

Tradr 2X Long GEV Daily ETF

VG Utilities

ISHRS S&P Glb Utilities

Select Sect Spdr Util

Evercore

Morgan Stanley

CR HOLDINGS

Oppenheimer

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

Prescott Group Capital Management L.L.C. Invests $945,000 in GE Vernova Inc. $GEV

NVDA

Nebius shares rose 8% in premarket trading following a partnership with Bloom Energy to deploy fuel cell technology for its AI infrastructure, expected to deliver 328 MW this year. Additionally, unverified reports suggest a 30% price increase for on-demand access to Nvidia GPUs. The partnership could cost Nebius up to $2.6 billion over ten years, providing clean, modular power for its AI cloud platform amid rising competition in the sector.

- Nebius has increased by 8% in premarket trading due to a partnership with Bloom Energy to utilize fuel cell technology for powering its AI infrastructure, expecting 328 MW installed capacity this year.  
- The company may also raise its on-demand GPU access prices by ~30%, which, if accurate, suggests strong demand for computing resources.  
- Bloom's systems will provide cleaner electricity for Nebius's full-stack AI platform in the US, with plans for global expansion, costing up to $2.6 billion in aggregate fees.

Sherwoodnews

Nebius soars on new energy partnership worth up to $2.6 billion with Bloom Energy, and unverified reports about price hikes

Eaton Corp. PLC (ETN) shares rose 2.10% to $379.69 on Wednesday, ending a three-day losing streak. Despite this gain, the stock underperformed compared to competitors like GE Aerospace, which rose 5.22%. Eaton's stock remains 12.80% below its 52-week high of $435.43. Trading volume was 2.5 million, below the 50-day average of 2.6 million.

MarketWatch Automated

Eaton

S&P 500

Dow Jones Industrial Average

GE Aerospace

Emerson Electric

TE Connectivity

Factset Research

Eaton Corp. PLC Stock Underperforms Wednesday When Compared To Competitors Despite Daily Gains

GE Vernova Inc. (GEV) shares rose 1.26% to $1,024.52 on Wednesday, outperforming the market as the S&P 500 and Dow Jones also increased. This marks a recovery from a three-day losing streak, although the stock remains 13.32% below its 52-week high of $1,181.95 reached on April 23rd. Trading volume matched its 50-day average at 2.5 million shares.

GE Vernova Inc. Stock Rises Wednesday, Outperforms Market

BE Stock Alert: Bloom Energy, Nebius Enter Into $2.6 Billion Agreement

Barchart Option

BE Stock Alert: Bloom Energy, Nebius Enter Into $2.6 Billion Agreement

TTWO

HERO

ESPO

GAMR

Notable options trading activity was observed in Take-Two Interactive (TTWO) with 10,303 contracts traded, representing 1.0 million shares. Bloom Energy (BE) had 59,356 contracts, equating to 5.9 million shares, while Macy's (M) saw 28,901 contracts, or 2.9 million shares. High volumes were noted for specific strike options across all three companies, indicating significant market interest.

nasdaq

Macys

Take-Two Interactive Software

Global X Video Games & Esports ETF

VanEck Video Gaming and eSport ETF

Wedbush ETFMG Video Game Tech ETF

VanEck Retail ETF

SPDR S&P Retail ETF

Nasdaq

Notable Wednesday Option Activity: TTWO, BE, M

Nebius (NBIS) has partnered with Bloom Energy to deploy clean fuel cell technology for its AI infrastructure build-out, replacing combustion-based systems. The first project will have 328 MW of capacity operational this year, supporting Nebius's demand for AI workloads while minimizing environmental impact. This long-term partnership aims for global expansion as Nebius scales its AI compute capacity across the US and EMEA regions.

Fidelity

Nebius and Bloom Energy partner to power AI infrastructure build-out

ARRY

TGEN

RKLB

RKLX

VRTL

Today's whale activity in industrial stocks highlights significant options trading. Notable trades include bearish put options for RKLB and CAR, bullish call options for TGEN and ARRY, and a neutral sentiment for VRT. The total trade prices and volumes indicate varying market sentiments, with some options showing substantial activity compared to open interest. This data can guide traders in identifying potential trading opportunities.

benzinga_article

Vertiv

Avis Budget

Array Tech

Tecogen

Rocket Lab

Defiance Daily Target 2X Long RKLB ETF

GraniteShares 2x Long VRT Daily ETF

United Airlines

Southwest Airlines

Boeing

Comfort Systems USA

Boeing Company

10 Industrials Stocks Whale Activity In Today's Session

Bloom Energy Corp (BE) shares rose 8.43% to $283.55 on Wednesday, driven by strong post-earnings performance and cash-flow improvements. The company reported adjusted EPS of 44 cents and revenue of $751.05 million, exceeding expectations. Traders are optimistic about Bloom's AI data center strategy and its partnership with Oracle. Key technical levels indicate a bullish trend, with resistance at $303.00 and support at $249.00.

Defiance AI & Power Infrastructure ETF(AIPO.US)

Data center stocks collectively strengthened, Nebius (NBIS.US) rose over 15%, IREN (IREN.US) rose over 6%

Prescott Group Capital Management L.L.C. Invests $945,000 in GE Vernova Inc. $GEV

Nebius soars on new energy partnership worth up to $2.6 billion with Bloom Energy, and unverified reports about price hikes

Eaton Corp. PLC Stock Underperforms Wednesday When Compared To Competitors Despite Daily Gains

GE Vernova Inc. Stock Rises Wednesday, Outperforms Market

BE Stock Alert: Bloom Energy, Nebius Enter Into $2.6 Billion Agreement

Notable Wednesday Option Activity: TTWO, BE, M

Nebius and Bloom Energy partner to power AI infrastructure build-out

10 Industrials Stocks Whale Activity In Today's Session

Bloom Energy Shares Are Climbing Wednesday: What's Driving The Move?