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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.

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.

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.

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 rally to a 52-week high is driving discussion, with traders citing momentum and rotation into defensive, dividend-paying pharma amid broader market weakness. Bulls see a potential breakout, while skeptics point to resistance and say a fresh company-specific catalyst is needed.

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.

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 selling off despite a third-quarter earnings and revenue beat and a new multiyear buyback, as traders focus on the narrowed profit outlook with its midpoint unchanged and declining U.S. sales and market share. Some see the decline as a buying opportunity given cash generation and capital returns, while others argue the outlook failed to justify the valuation.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Morgan Stanley named Amazon a top pick, citing accelerating AWS growth and AI opportunities, prompting a sharp rally. Traders welcomed the upgrade, while others questioned whether the move can hold and are watching resistance and the upcoming earnings report for confirmation.

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.

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

RTX is drawing attention after quarterly results beat expectations and the company raised its full-year outlook, citing strong aerospace and defense demand and a record backlog. Traders broadly praised the results, while some questioned why the share-price reaction was muted.

iShares Bitcoin Trust ETF (The) - iShares Bitcoin Trust Beneficial Interest

iShares Bitcoin Trust ETF

Bitcoins rebound and improving technical momentum are driving attention to IBIT, with bullish traders treating consolidation and pullbacks as opportunities to add and anticipating further gains. Others caution that the rally could fade, citing resistance and macroeconomic risks.

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Dan Ives Thinks AI Buildout Still In Early Stages, With NVDA, MSFT, PLTR, AAPL And CRWD As Top AI Picks 

Equity

Veteran tech analyst Dan Ives predicts a $4 trillion artificial intelligence spending boom is just beginning, naming Nvidia, Microsoft, Palantir, Apple, and CrowdStrike among his top equity picks.

Why Boost Run Stock Popped by Nearly 6% Today

Key PointsThe deal is worth nearly $526 million in total...

Boost Run Lands $525M AI Compute Deal and Its Backlog Just Exploded

Boost Run (NASDAQ:BRUN) just put another massive number on the scoreboard in the AI infrastructure race: a five-year, $525.6 million AI cloud services agreement with a leading sovereign AI company, with initial infrastructure acceptance expected to begin in early Q2 2027.

Boost Run Announces Five-Year, $525.6 Million AI Cloud Services Compute Agreement

Boost Run, Inc. (Nasdaq: BRUN) (Boost Run or the Company), an NVIDIA Preferred Cloud Partner operating in adherence with NVIDIA Reference Architecture standards, today announced it has signed a five-year AI cloud services agreement with a leading sovereign AI company. The agreement carries a total...

What's Going On with Boost Run Shares Friday?

Boost Run is rising Friday on possible continued momentum after its preliminary inclusion in the Russell 2000 and Russell 3000 Indexes.read more...

Boost Run Announces Preliminary Inclusion in the Russell 2000 and Russell 3000 Indexes

Boost Run, Inc. (Nasdaq: BRUN) (Boost Run or the Company), an NVIDIA Preferred Cloud Partner operating in adherence with NVIDIA Reference Architecture standards, today announced the Companys preliminary inclusion in the Russell 2000 and Russell 3000 Indexes as part of FTSE Russells quarterly IPO...

Boost Run Announces Completion of Warrant Redemption

Boost Run, Inc. (Nasdaq: BRUN) (Boost Run or the Company), an NVIDIA Preferred Cloud Partner operating in adherence with NVIDIA Reference Architecture standards, today announced that, on August 20, 2026, it completed the redemption of its outstanding warrants to purchase shares of the Companys...

Boost Run Stock Surges After First Earnings as Public Company

Boost Run shares rally after strong Q2 results and a GPU infrastructure deal expanding capacity to 111 MW across multiple sites.read more...

BRUN Stock Soars After Securing Long-Term Lease To Expand GPU Compute Capacity — CEO Says 'This Gives Us Strong Visibility Into Recurring Revenue'

Boost Run said that, as part of the deal, 10X has agreed to provide immediate access to 20 MW of GPU infrastructure capacity, with plans to scale to 111 MW across three sites through 2027.


Boost Run Inc. Reports First Earnings as a Public Company, Reporting Second Quarter 2026 Results, Supported by $1.9 Billion Total Contract Value

Boost Run, Inc. (Nasdaq: BRUN), an NVIDIA Preferred Cloud Partner operating in adherence with NVIDIA Reference Architecture standards, today announced its financial results for the second quarter ended June 30, 2026. Second Quarter and Year to Date 2026 Financial Highlights Total revenue for the...

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Bullish Sentiment

<ul class="summary-bullets"><li>The AI expansion is moving beyond major cloud providers into enterprise, sovereign AI programs, and specialized infrastructure, entering what Ives describes as the "third inning" of growth.&nbsp;</li><li>The rapid expansion of autonomous "agentic AI" is accelerating security risks, which is expected to double corporate cybersecurity budget allocations.</li><li>Investment focus centers on key hardware and software leaders like Nvidia, Microsoft, Palantir, Apple, and CrowdStrike, alongside emerging specialized tech firms with significant upside potential.&nbsp;</li></ul><p>The global shift toward artificial intelligence is still in its infancy, and market investors continue to underestimate the magnitude of an impending multi-trillion-dollar expenditure cycle, tech industry analyst Dan Ives told CNBC.</p><p>Initiating coverage across nearly 50 technology firms, Ives outlined an extremely optimistic outlook for the sector. Ives emphasized that despite geopolitical tensions, macroeconomic headwinds, and ongoing regulatory debates, the market is misjudging the scale of an incoming $4 trillion spending wave.</p><p>"We believe this is the 3rd inning of a 9-inning game, and the scale of what is now committed is the evidence," Ives said in an interview with CNBC, noting that secondary and tertiary market opportunities from AI adoption are only beginning to unfold across the corporate landscape.</p><h2 class="st-heading-2"><strong>Core Infrastructure Leaders</strong></h2><p>Ives identified chipmaker Nvidia (NVDA) and Microsoft (MSFT) as primary infrastructure beneficiaries. He assigned an "outperform" rating and a $300 price target to Nvidia—implying 25% upside—noting that chip demand is rapidly expanding beyond traditional hyperscalers into sovereign AI initiatives, enterprise networks, and specialized cloud developers.</p><p>Microsoft received a $615 price target, a 16% gain from Tuesday's closing price. Ives pointed to the firm's expanding commercial remaining performance obligations—which reached $678 billion—as proof of broadening enterprise adoption outside of foundational frontier-model developers.</p><h2 class="st-heading-2"><strong>Cybersecurity Demand</strong>&nbsp;</h2><p>Ives noted that AI systems expand security vulnerabilities faster than existing corporate IT budgets can address. Consequently, cybersecurity expenditures are projected to double, climbing from approximately 5% of overall enterprise IT spending to 10% within the next three years.</p><p>As frontier labs push deeper into security architecture, cybersecurity companies are entering a prolonged growth cycle. Within this segment, Ives highlighted Palantir Technologies (PLTR) with a $250 price target (30% upside) and CrowdStrike (CRWD) with a $335 price target (20% upside).</p><h2 class="st-heading-2"><strong>Emerging Growth Opportunities</strong></h2><p>Beyond mega-cap technology stalwarts and Apple, Ives spotlights smaller, specialized players positioned for significant potential gains.</p><p>Cloud hardware vendor Boost Run (BRUN) received a $24 price target, representing an estimated 58% upside following strong quarterly results that show it is converting contract backlogs into top-line scale. Additionally, sidewalk robotics firm Serve Robotics (SERV) was given an $8 target (67% upside), with Ives identifying the company as an early frontrunner in autonomous last-mile delivery services.</p><h2 class="st-heading-2"><strong>NVDA, MSFT, CRWD Stock: Retail View&nbsp;</strong></h2><p>Retail sentiment on Stocktwits was ‘neutral’ with ‘normal’ message volumes across all three stocks.&nbsp;</p><p><a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">NVDA stock</a> has gained 26%, MSFT has risen 9%, and CRWD stock has added 124% year-to-date.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Tech analyst Dan Ives at Fan Event at World Flagship Space Seoul.

The global shift toward artificial intelligence is still in its infancy, and market investors continue to underestimate the magnitude of an impending multi-trillion-dollar expenditure cycle, tech industry analyst Dan Ives told CNBC.

Dan Ives Thinks AI Buildout Still In Early Stages, With NVDA, MSFT, PLTR, AAPL And CRWD As Top AI Picks

Apple Inc

Boost Run Inc.

Crowdstrike Holdings Inc

Microsoft Corp

Palantir Technologies Inc

Serve Robotics Inc

Yes, buying

No, staying away

Just holding what I have

Watching from the sidelines

Neocloud stocks have been under pressure over the past month as investors fade the AI infrastructure trade. Are you buying the dip on any of them? Vote and explain your reasoning in the comments.

Neocloud stocks like $NBIS, $CRWV, $APLD, and $IREN have fallen sharply over the past month. Are you buying the dip on any?

Current Price	$8.97
Prev Close	$8.78
Open	$8.43
Dividend Yield	0.00%
50-Day Moving Average	$16.48
Beta	0.69
Avg. Volume	2.1M
PE Ratio	-5.45

52-Week High	$42.00
52-Week Low	$8.58
Market Capitalization	$736.16M
EPS (Annual)	$0.199
Price to Book	6.74
Revenue Per Employee	$0.00

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