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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

Concerns over CoreWeaves debt-funded data-center expansion and access to financing dominate the discussion, amplified by HSBCs bearish assessment of debt costs and AI-demand risks. Bears warn of further downside and question insider selling, while bulls point to contracted demand, Goldmans more positive view and ARKs buying as reasons the selloff may be overdone.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude prices climb amid reported attacks on Middle East shipping and energy infrastructure, raising fears of supply disruptions around the Strait of Hormuz. Traders are split between betting that geopolitical risks will keep oil elevated and expecting prices to retreat if shipping conditions improve or diplomacy eases tensions.

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.

DJT is under pressure as traders connect the stocks slide to weakening confidence in Trump ahead of the midterms, alongside concerns about Truth Socials limited business scale, losses, and crypto exposure. Discussion is overwhelmingly bearish, though some traders see a possible short-term bounce and point to the pending TAE fusion deal as a potential diversification opportunity.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

Barclays downgrade to Underweight has intensified selling, with traders focused on commercial execution risk and the lack of a definitive TVAENTRA1 agreement for NuScales proposed deployment. Bears see delayed contracts as evidence the business case is faltering, while some bulls view the selloff as overdone and are waiting for concrete project progress.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforces agreement to acquire customer-engagement platform Braze is drawing attention, with traders weighing the deals potential to strengthen Marketing Cloud and its AI strategy against concerns about the cost and pressure on CRM shares. Some also frame the deal as part of Salesforces broader push to expand its enterprise software offerings.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

A prolonged selloff has focused attention on USAR, with traders pointing to dilution concerns, heavy spending before production scales, and frustration with managements limited communication after the CEO transition. Bulls cite the companys strategic role in a U.S. rare-earth supply chain and government backing, while bears question execution and near-term economics.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM is falling despite a quarterly earnings beat and a new multiyear share-repurchase authorization, as traders focus on a full-year profit outlook whose midpoint was unchanged rather than raised. The community is split between buyers who see strong cash generation and the buyback as support, and skeptics who argue the outlook and sales pressures outweigh those positives.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

CEO Angelos Stergious 15th-anniversary LinkedIn post about the companys next chapter with GPS and SLS009 has fueled speculation about a potential buyout and imminent clinical news, though neither was confirmed. Discussion also centers on the REGAL Phase 3 trials final analysis, triggered at 80 deaths versus 78 last disclosed: bulls view the extended wait as potentially encouraging, while skeptics say the blinded trials timing cannot establish efficacy and question managements communication.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE Aerospaces quarterly results topped expectations and the company raised its 2026 outlook, but shares fell as traders focused on rising costs, weaker free cash flow and a swing to a loss in its insurance business. The reaction is divided between investors calling the report strong and those questioning whether execution and cost pressures will offset the improved outlook.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTXs quarterly results topped expectations and management raised its full-year outlook, with traders pointing to strong aerospace and defense demand and a record backlog. The upbeat results have drawn bullish reactions, though some traders are frustrated that the share price has not responded more strongly.

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Starbucks CEO Says ‘Thousands’ More Store Upgrades Coming, Bets On China Growth 

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In an interview with CNBC, Starbucks CEO Brian Niccol said the company expects to reach roughly 1,500 or more upgraded stores by the end of the current fiscal year.


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<ul class="summary-bullets"><li>Niccol also sees significant growth potential in China following Starbucks’ partnership with Boyu Capital.</li><li>He said Boyu believes Starbucks’ China business could eventually grow from more than 8,000 coffeehouses today to between 15,000 and 20,000 locations.</li><li>Starbucks is also targeting afternoon growth through its Refreshers platform and plans to expand health-and-wellness offerings, including protein products.</li></ul>Starbucks Corp. (SBUX) CEO Brian Niccol said the coffee chain plans to upgrade thousands more stores next fiscal year, implying that its multiyear “Back to Starbucks” turnaround remains in investment mode.“I would categorize it as: the shine is back on Starbucks, and the experience is back in our coffeehouses,” Niccol said in a CNBC interview.Starbucks previously said it expected more than 1,000 coffeehouse “uplifts” in fiscal 2026 and has talked about adding more than 25,000 seats. According to Niccol, the company plans to upgrade roughly 1,500 stores by the end of the current fiscal year, followed by thousands more in the next fiscal year.<blockquote>“We’re probably about 9 months in. We’ve touched well over 1,000. By the time we get to the end of our fiscal year, we’ll probably close in on 1,500 or more, and then we’ll do thousands more in our next fiscal year.”– Brian Niccol, CEO, Starbucks</blockquote><a href="https://stocktwits.com/symbol/SBUX">SBUX stock</a> edged 0.4% lower amid broader market weakness. On Stocktwits, retail sentiment around the shares flipped to ‘bullish’ from ‘bearish’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/image_57_fe3548d8e2.png" alt="image (57).png" width="1256" height="684"><figcaption>SBUX stock retail sentiment on September 10 as of 9:45 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Starbucks Sees China Growth Opportunity After Boyu Deal</h2>Niccol also struck an upbeat tone on Starbucks’ China business following the company’s deal with Boyu Capital. Under the agreement announced in April, Boyu took a 60% stake in Starbucks’ China business, while Starbucks retained 40%.“We have a shared vision that we think we can grow that China business in a material way,” Niccol said. Starbucks currently has more than 8,000 coffeehouses in China, and Niccol said its partner believes the business can eventually reach 15,000 to 20,000 locations.“It’s also becoming a place where people want to have a community experience in a Starbucks,” he said. “I think that is going to continue to be how we push forward in China.”The China opportunity provides Starbucks with another potential growth driver as the company works to improve its core U.S. business.<h2 class="st-heading-2">Store Upgrades Remain Central To ‘Back To Starbucks’</h2>The store upgrades are a central part of Niccol’s “Back to Starbucks” strategy, which he launched after taking over as CEO in September 2024. The initiative has focused on restoring Starbucks’ coffeehouses, improving service and simplifying operations after a period of weaker traffic and customer complaints.Niccol said the physical changes were intended to restore the atmosphere that helped distinguish Starbucks from competitors. The next priority, he said, is ensuring stores have adequate staffing and that employees are deployed effectively.&nbsp;“We want to make sure that our partners have the right rosters, our partners are deployed correctly, and our partners are given the support they need,” Niccol stated.<h2 class="st-heading-2">Starbucks Targets Afternoon Growth With Refreshers</h2>Starbucks is also looking beyond its traditional morning coffee business for growth. Niccol said the company plans to push its Refreshers beverage platform further into the afternoon while continuing to expand its health-and-wellness offerings, with protein products serving as an early example.“Protein was really the first thing to help us elevate our health and wellness platform, which you’ll continue to see us pushing forward,” he said. “You’ll see us push into the PM day part using our refreshers platform.”Niccol stated that the broader strategy is to simplify products that no longer resonate with customers while introducing drinks and food that better match current preferences.“We’re right on track as it relates to the menu innovation,” he said. “We’re bringing in the products and experiences that now are relevant for how customers want to drink and eat today.”<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260910_100646024_eb8dec95f9.png" alt="koyfin_20260910_100646024.png" width="2400" height="1240"><figcaption>SBUX, S&amp;P 500, XLY stock price performance year-to-date on September 10 as of 10:00 a.m. ET | Source: Koyfin</figcaption></figure>SBUX stock has gained around 19% year-to-date. The average 12-month price target for the shares stands at roughly $112, according to Koyfin data, suggesting more than 12% upside from current levels. Nearly half of the analysts covering the stock rate it a ‘Hold,’ according to the data.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-foldable-i-phone-is-biggest-launch-since-watch-air-pods-says-analyst-but-retail-thinks-it-s-too-expensive/cZtaJolRJCq">Apple Foldable iPhone Is Biggest Launch Since Watch, AirPods, Says Analyst – But Retail Thinks It’s ‘Too Expensive’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In an interview with CNBC, Starbucks CEO Brian Niccol said the company expects to reach roughly 1,500 or more upgraded stores by the end of the current fiscal year.

Starbucks CEO Says ‘Thousands’ More Store Upgrades Coming, Bets On China Growth

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