Named-stock context
Background on names that print on the tape. How to read movers, crowd, ranking, briefs, and earnings lives under Help. Informational only — not a trade list.
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HYLN · $41.7 million is a Navy R&D award. The data-center book is still LOIs.
Hyliion — often typed Hyllion — printed $4.9 million of research work in Q2 2026. The KARNO Power Module is not a commercial product yet. Commercialization slipped to 2027.
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TEM · TEM and Moderna: the connection is Personalis, and the deal is not closed.
Merck and Moderna’s Phase 3 melanoma readout used Personalis tumor profiling. Tempus has agreed to buy Personalis. Tempus does not make the mRNA shot.
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BE · Hydrogen at the data hall: the fuel cells booking gigawatts still run on gas.
AI campuses need power faster than the grid can interconnect. Bloom is already shipping on-site fuel cells. Those boxes run on natural gas today and can take hydrogen later. PEM backup and a hydrogen supply chain are a different, smaller story.
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PLUG · Plug Power: 40 tons a day is live. The quarter still lost $190 million.
PLUG printed $178 million of revenue and nearly breakeven gross margin in Q2 2026. Three hydrogen plants are running. Fuel still loses money, unrestricted cash fell, and Q4 EBITDAS is a target — not a print.
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HUT · Hut 8: 949 MW is leased. Almost none of that AI load is live yet.
HUT on Nasdaq is Hut 8, often written HUT8. Bitcoin compute still pays the bills. The AI campuses are contracted into 2027.
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WULF · TeraWulf: 102 MW is live at Lake Mariner. The rest is still a build.
WULF still hashes Bitcoin on a retired coal site. The tape now prices HPC leases — Fluidstack with a Google backstop, then Anthropic in Kentucky.
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ASTS · what is in orbit, who the partners are, and how it differs from Starlink
AST SpaceMobile is trying to put a cellular tower in low Earth orbit. The launch log, carrier deals, and Starlink comparison are three different stories.
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IREN · from Bitcoin halls to Microsoft’s first accepted AI campus
The miner still hashes. The story that moved the tape in 2026 is contracted GPU cloud — and one 50 MW building that Microsoft has already signed for.
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TEM · Tempus AI: the lab that sells tests — and licenses the data
TEM is a diagnostics company and a pharma data vendor at once. The Q2 print, the AstraZeneca model, and the Personalis deal are three different clocks.
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BULL · Webull: the brokerage behind the BULL ticker — not a bull ETF
NASDAQ: BULL is Webull Corporation, listed through a SPAC in 2025. Q2 was a volume quarter. The June PDT change is part of why.