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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves selloff is being discussed alongside concerns about its heavy debt load, rising borrowing costs and whether AI demand and contract backlog can support its financing needs, with HSBCs bearish assessment adding to the pressure. Traders are split between viewing the balance-sheet risks and insider selling as reasons for further downside and arguing that strong demand, the backlog and Nvidia ties make the drop a buying opportunity.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as traders react to elevated crude prices and fears that Middle East shipping or energy-infrastructure attacks could disrupt supply, while weighing possible diplomacy and Russian supply relief. The community is split between bulls focused on geopolitical risk and bears expecting the risk premium to fade, with some also warning that contract-roll effects and an extended run may amplify volatility.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Lilly is drawing attention after breaking to a new high, with traders linking the rally to European regulatory backing for its Foundayo obesity pill and broader optimism about its GLP-1 business. Bulls are celebrating the breakout and healthcares defensive appeal, while skeptics point to possible profit-taking, competition from Novo and the upcoming earnings report.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs slide to record lows is fueling a heavily bearish conversation, with traders tying its political-proxy appeal to concerns about Trumps approval and the midterms, while questioning the companys business traction. A smaller bullish contingent sees a possible trading bounce and points to the pending TAE fusion deal as a potential pivot.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers rebound toward a one-year high and the $30 level is driving discussion, with traders focused on whether the move can break through resistance. Some see momentum from a defensive-sector rotation and pipeline developments ahead of earnings, while others say the stock needs stronger news to sustain a breakout.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapports Phase 2 RAP-219 trial in bipolar mania met its primary and secondary endpoints, drawing attention to the drugs potential but also to concerns about modest symptom improvement, agitation-related side effects, and discontinuations. Traders are divided, with some viewing the move as a fading bounce and adding shorts while others point to bullish analyst commentary.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

Vicor is drawing attention after strong Q3 results and an upbeat outlook, with AI-related demand and growing Vertical Power Delivery royalty revenue reinforcing the growth story. Traders are weighing that strength against questions about one-time royalty catch-up payments, production capacity, and the earnings-per-share miss, contributing to a volatile reaction.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is caught in a sharp selloff across AI infrastructure and neocloud stocks as investors question whether heavy data-center spending and financing risks will generate adequate returns, with Gartners warning adding to the concern. Traders disagree on whether the pressure signals more downside or an oversold opportunity, with bulls pointing to IRENs contracted demand, power assets, and managements financing reassurances.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention for a sharp rebound after a tech-led selloff, which traders link to unconfirmed reports of potential U.S.-Iran talks and easing oil prices. The community is split between viewing the move as a bullish reversal and warning it may be a bull trap amid persistent volatility and concerns about tech and AI stocks.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

A semiconductor rebound after a prolonged selloff is driving attention, with traders debating whether the move signals a durable bottom or a temporary bounce amid lingering concerns about AI spending and valuations. Chip gains are part of a broader technology recovery ahead of major tech earnings.

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Centre Confirms No Proposal for Relief to State Oil Companies

State-run fuel retailers in India will not receive any government financial assistance to cover losses incurred from selling petrol, diesel, and aviation turbine fuel (ATF) below cost. The Ministry of Petroleum and Natural Gas confirmed that there are currently no proposals under consideration to support these companies, which include Indian Oil Corporation (IOC), Bharat Petroleum … The post Centre Confirms No Proposal for Relief to State Oil Companies appeared first on Observer Voice .

fitch-ratings-oil-company-warning

Each time you fill up your fuel tank, India's state-owned oil companies are losing money on the transaction. So far, it has helped the economy. However, Fitch Ratings today hinted that this arrangement could potentially become financially dangerous. Retail petrol and diesel prices in India have been frozen since April 2022, nearly four years, even as Brent crude has crossed $108 per barrel and is hovering well above Fitch's own "adverse scenario" threshold of $100/barrel. State-run oil marketing companies, such as IOC, BPCL, and HPCL, are currently losing approximately ₹18 per litre on petrol and ₹35 per litre on diesel, according to market estimates. Union Petroleum Minister Hardeep Singh Puri publicly acknowledged in March 2026 that OMCs were losing around ₹24 a litre on petrol and ₹30 a litre on diesel. In LPG, the total industry under-recovery in FY25 alone was estimated at ₹40,500 crore. Fitch stated that the core issue was not crude price volatility, but the duration. A brief spike can be absorbed, but a sustained period of high crude with frozen pump prices could destroy EBITDA, drain working capital, and shrink free cash flow in a way that damages credit profiles over time.

Japan's Marubeni buys naphtha from India's BPCL after long hiatus

SINGAPORE (ICIS)--Japan's Marubeni has purchased a spot naphtha parcel from India's Bharat Petroleum Corp Ltd (BPCL) after a long absence as it needed to fill a supply shortfall caused by the ongoing...

Brief India: India Opens the Vault: 100% FDI in Insurance Changes the Game and more

In this briefing: India Opens the Vault: 100% FDI in Insurance Changes the Game Vodafone Idea: The End of AGR Chapter, What Next? MS-India Index Earning Revision (Apr): InterGlobe Aviation, Oracle Financial Services Software NIFTY Index Earning Revision (Apr): JIO Financial Services, InterGlobe Aviation, HDFC Bank Sun Pharmaceutical (SUNP IN): Organon Acquisition to Enhance Scale At the Cost of Growth 1. India Opens the Vault: 100% FDI in Insurance Changes the Game On May 2, 2026, the Finance Ministry gazetted 100% FDI in Indian insurance companies under the automatic route, completing a liberalization journey that began at 26% in 2000. With penetration at 3.7% of GDP against a global average of 7%, India's $142 billion sector remains structurally underserved and massively investible. The move triggers a wave of JV reassessments, raises competitive pressure on premium-priced incumbents, and compels a strategic re-rating across listed insurers. 2. Vodafone Idea: The End of AGR Chapter, What Next?

Brief India: Vodafone Idea: The End of AGR Chapter, What Next? and more

In this briefing: Vodafone Idea: The End of AGR Chapter, What Next? MS-India Index Earning Revision (Apr): InterGlobe Aviation, Oracle Financial Services Software NIFTY Index Earning Revision (Apr): JIO Financial Services, InterGlobe Aviation, HDFC Bank Sun Pharmaceutical (SUNP IN): Organon Acquisition to Enhance Scale At the Cost of Growth The Strait Jacket: Hormuz, OPEC's Fraying Seams & The Shipping Storm That Isn't Going Away 1. Vodafone Idea: The End of AGR Chapter, What Next? The DoT has finalised Vodafone Idea's AGR dues at INR64,046 crore as of December 31, 2025, down 27% from the provisional ₹87,695 crore, with repayments deferred entirely to FY32–FY41. The resolution removes a decade-long legal overhang, accelerates Vi's long-stalled INR 45,000 crore capex plan, and materially improves bank lending confidence, a precondition for competitive survival. The AGR closure is necessary but not sufficient: Vi must now close its debt raise, stop subscriber churn, narrow the ARPU gap, all before spectrum dues spike sharply from FY28. 2.

Chevron, Phillips 66, TotalEnergies Partner With Indian Refiners To Supply LPG From 2026: Report

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The refiners were collectively seeking around 48 very-large gas carriers, or roughly 2 million metric tons of LPG, for delivery in 2026. 

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Trump Threatens “Massive” Tariffs If India Does Not End Russian Crude Imports

The warning comes even as India’s Russian crude imports show signs of tapering off.

India Reportedly Halves Russian Oil Buys As Trump Plans Putin Meeting To End Ukraine War

A White House official has said Indian refiners are cutting Russian oil imports by half after discussions between Prime Minister Modi and U.S. President Trump.

Bharat Petroleum Corp. Ltd. is a holding company, which engages in the business of refining of crude oil and marketing of petroleum products. It operates through the Downstream Petroleum and Exploration & Production (E&P) segment. The Downstream Petroleum segment includes the refining and marketing of petroleum products. The E&P segment focuses on hydrocarbons. The company was founded on November 3, 1952 and is headquartered in Mumbai, India.

Bharat Petroleum Corp. Ltd.

Neutral Sentiment

<ul class="summary-bullets"><li>India aims to source roughly 10% of its cooking gas imports from the U.S. starting in 2026.</li><li>The deal will help address India’s substantial trade deficit with the U.S.</li><li>Wells Fargo raised Chevron’s price target to $196 from $190.</li></ul>&nbsp;Indian state refiners have awarded their first joint long-term contracts to Chevron Corp. (CVX), Phillips 66 (PSX), and TotalEnergies Trading to buy U.S. liquefied petroleum gas (LPG) in 2026, Reuters reported on Friday.The three refiners were collectively seeking around 48 very large gas carriers, or roughly 2 million metric tons of LPG, for delivery in 2026.The tenders also gave suppliers the flexibility to deliver LPG from any origin for one out of every four cargoes. Specifics on cargo allocations and pricing were not disclosed.According to reports, India aims to source roughly 10% of its cooking gas imports from the U.S. starting in 2026.LPG, a mixture of propane and butane widely used as a household cooking fuel, is primarily imported by Indian Oil, Bharat Petroleum, and Hindustan Petroleum, and sold domestically at subsidized rates.<h2 class="st-heading-2">Key Factor In U.S.–India Trade</h2>Energy has been the sticking point in the topsy-turvy trade partnership between the two countries this year. In August, U.S. President Donald Trump imposed a 50% tariff on Indian exports, blaming the country for funding the Ukraine-Russia war by buying the deeply discounted Russian crude.The latest partnership aligns with India’s strategy to diversify into U.S. energy, which is also expected to address its substantial trade deficit, which reportedly surpassed $41 billion last year.In September, Commerce and Industry Minister Piyush Goyal said that India is a major energy importer and anticipates increasing energy trade with the U.S. in the coming years.U.S. Energy Secretary Chris Wright had also voiced support for deeper energy collaboration, including natural gas, coal, nuclear, and clean technologies, describing India as an “awesome ally” with rising energy demands.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Earlier on Friday, Wells Fargo analyst Sam Margolin raised <a href="https://stocktwits.com/symbol/CVX">Chevron’s</a> price target to $196 from $190 and kept an ‘Overweight’ rating, according to TheFly.The shares were up 0.5% at $156.37 on Friday, while retail sentiment on Stocktwits turned ‘bullish’ from ‘bearish’ in the last 24 hours. CVX stock has gained around 7.5% so far this year.<figure class="image"><img style="aspect-ratio:916/91;" src="https://news.stocktwits-cdn.com/CVX_png_ae04e401e4.webp" alt="CVX.png" width="916" height="91"><figcaption>CVX's Sentiment Meter and Message Volumes at 11:15 a.m. ET on November 14, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/PSX">Phillips 66 shares</a> were up 1.9% at $142.16, having gained 24% year-to-date.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/standard-lithium-gets-major-us-government-backing-in-race-with-exxon-to-mine-lithium-in-arkansas/cLPQgHKRE4K">Standard Lithium Gets Major US Government Backing In Race With Exxon To Mine Lithium In Arkansas</a>&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. Trade Representative Jamieson Greer said Monday that additional negotiations are needed with India to reach a trade deal before the Aug. 1 deadline. (Photo credit: Bloomberg via Getty Images)

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