Markets
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Luke Kawa

Data center and AI energy stocks rise as Trump administration reportedly pushes for data centers to access power faster

The Trump administration is urging regulators to speed up the approval process that allows for data centers to connect to the power grid, per a Bloomberg report published late Thursday evening.

Citing a proposed rule draft that US Energy Secretary Christopher Wright sent to the Federal Energy Regulatory Commission, the administration is looking to limit these reviews to 60 days. At present, such reviews can stretch on for years. “Data centers could win a speedy review if they include new power plants or agree to curtail usage in response to regional grid strain during high-demand periods such as heatwaves,” per the report.

Simply, the more roadblocks are removed from data centers being in operation, the faster a supply-constrained AI boom can realize demand. As such, adopting such a proposal could be a boon for the entire ecosystem, from data center upstarts to the fledgling power providers looking to meet the growing demand for power.

Data center companies IREN and Cipher Mining are up big in premarket trading, as are nuclear energy company Oklo and fuel cell company Bloom Energy.

Other companies identified with the AI power trade were also getting a lift, including Constellation Energy, Talen Energy, turbine-maker GE Vernova, and AI infrastructure company Vistra.

The FERC had previously rejected a request by Talen to supply an Amazon data center campus from with power from its Susquehanna nuclear plant.

Caveat: these are volatile stocks, and it’s very unclear whether this report is the catalyst for their early gains — but it certainly stands to reason that it would!

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Toby Bochan, Luke Kawa
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S&P 500 ends the week with record closing high

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Luke Kawa

Opendoor surges on bullish options bets as traders look to potential real estate tokenization

Opendoor Technologies is surging on Friday amid bullish options bets and social media posts referencing unconfirmed rumors about the company.

The stock moved higher in the premarket session after the soft inflation report boosted stocks and briefly pushed long-term bond yields lower (positive for a real estate company). But the real gains came after the opening bell rang and options demand picked up.

As of 12:11 p.m. ET, roughly 664,000 call options have changed hands versus a 10-day average of about 364,000 for a full session.

What seems to be galvanizing members of the “$OPEN Army” is the potential for the company to pursue the tokenization of real-world assets, with Robinhood often bandied about as a potential partner in this endeavor.

(Robinhood Markets Inc. is the parent company of Sherwood Media, an independently operated media company subject to certain legal and regulatory restrictions.)

Opendoor bulls have often pointed to signs that Robinhood CEO Vlad Tenev appears to be fond of the company, from what appeared on-screen during a demo of a social trading feature at HOOD’s conference in Las Vegas in September to offering support to Opendoor CEO Kaz Nejatian in setting up an opportunity for retail shareholders to ask questions during the online real estate company’s next earnings call.

Opendoor is currently in a quiet period ahead of earnings, which restricts what type of announcements a company can make.

The call options seeing the most demand expire this Friday with strike prices of $8, $8.50, and $9.

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Grindr discloses buyout proposal at $18 per share

While two huge shareholders are hoping to buy out Grindr stock at a premium, it was above $20 as recently as July.

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markets
Luke Kawa

Beyond Meat gains amid slightly better-than-expected Q3 sales, positive commentary on legal issues

Shares of Beyond Meat built on their premarket gains after the plant-based meat seller reported preliminary Q3 sales a bit ahead of Wall Street’s expectations, before paring this advance after the market opened.

For the three months ended September 27, management said net revenue would be approximately $70 million. That’s in line with their guidance range of $68 million to $73 million, but Wall Street was expecting sales to skew toward the lower end of that range, at $68.7 million.

However, its anticipated gross margin of 10% to 11% is lower than analysts had been expecting (13.8%). That’s still the case even adjusting for expenses related to its downsizing of operations in China, which would have left margins around 12% to 13%, per Beyond.

Perhaps more importantly, the company provided positive commentary regarding arbitration discussions with a former co-manufacturer that appear to bring it closer to a resolution while limiting potential damages:

“As previously disclosed, in March 2024, a former co-manufacturer brought an action against the Company in a confidential arbitration proceeding claiming that the Company inappropriately terminated its agreement with the co-manufacturer and claimed damages of at least $73.0 million. On September 15, 2025, the arbitrator issued an interim award (the ‘Interim Award’) and found that the Company had a valid basis to terminate the agreement with the Manufacturer. The details of the Interim Award are confidential, and a final arbitration award has not been issued. Additional proceedings will be held to determine the award of attorneys’ fees, prejudgment interest and costs, if any, before a final arbitration award will be issued. On September 25, 2025, the Manufacturer filed a request with the arbitrator to re-open the arbitration hearing. On September 29, 2025, the Company opposed this request. On October 20, 2025, the arbitrator denied the Manufacturer’s request.”

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