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United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude prices climb amid reported Middle East shipping and energy-infrastructure attacks, fueling concerns about supply disruptions. Traders are divided between expecting the supply-risk rally to continue and anticipating a pullback if tensions ease; some also caution that the expiring WTI contract can distort comparisons with the next contract.

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 sharp selloff is being tied to HSBCs bearish outlook, which flagged debt costs, financing needs and the risk that AI-compute demand may slow. Traders are split: bears see leverage as a threat to the neocloud business model, while bulls cite AI demand and the companys backlog; Goldmans upgrade and ARK buying have not resolved the concerns.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led rebound after the recent selloff, ahead of major megacap earnings, is driving QQQ discussion. Traders are divided over whether it marks a durable recovery or a relief rally that could fade, with AI investment and debt concerns and surging oil prices adding to caution.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras shares have slid to post-IPO lows amid concern over insider selling and successive lockup share releases, with traders also pointing to a TD Cowen price-target cut and questions about growth, scaling, and reliance on OpenAI. The discussion is sharply divided between calls for more downside and buyers arguing the selloff is overdone and the AI-chip technology has long-term potential.

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

NuScale shares are under pressure after UBS downgraded the stock, citing long commercialization timelines and limited firm customer commitments, with uncertainty around the proposed TVA deployment adding to execution concerns. Traders are split between viewing the selloff as an overreaction and seeing it as confirmation of risks facing NuScale and the broader nuclear sector.

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 third-quarter earnings beat and raised 2026 guidance are driving attention, with traders also citing stronger orders. Many view the report as bullish, while others are cautious about whether the stock can hold its post-earnings strength amid muted or weakening price action.

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

GMs quarterly earnings and revenue beat estimates, but traders are focused on the tightened full-year profit outlook rather than a larger guidance increase. The new buyback program is a positive offset for some, while others question why shares are falling despite the beat.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

Hot inflation readings and elevated yields have intensified concerns about Fed tightening, weighing on rate-sensitive small caps and keeping IWM near key support after a sharp pullback. Traders are split between expecting further downside and looking for an oversold bounce as yields ease and money rotates toward smaller companies.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

A sharp selloff in AI infrastructure and neocloud stocks, fueled by concerns about whether massive buildout spending can earn adequate returns and by CoreWeaves debt risks, has dominated discussion around Nebius. Traders are divided over whether the pullback and subsequent bounce are an opportunity, with some arguing Nebius is better positioned than peers and others worried that sector-wide financing concerns will keep pressuring shares.

Northrop Grumman Corp. engages in the provision of advanced aircraft systems. It operates through the following segments: Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. The Aeronautics Systems segment is involved in the design, development, production, integration, sustainment, and modernization of advanced aircraft systems for the U.S. Air Force, the U.S. Navy, other U.S. government agencies, and international customers. The Defense Systems segment includes integrated battle management systems, weapons systems and aircraft, and mission systems sustainment and modernization. The Mission Systems segment offers advanced mission solutions and multifunction systems, primarily for the U.S. defense and intelligence community, and international customers. The Space Systems segment delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, launch and strategic missile systems for national security, civil government, commercial, and international customers. The company was founded by John K. Northrop, Thomas V. Jones, and Kent Kresa in 1939 and is headquartered in Falls Church, VA.

Northrop Grumman Corp.

Northrops Q3 results beat expectations and management raised its full-year outlook, with a record backlog reinforcing the growth case. Traders are debating why shares remain under pressure despite the strong report, pointing to margin and cash-flow concerns and the possibility that the positive news was already priced in.

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Bitdeer Says AI Pipeline Has Crossed $7B After Malaysia Expansion: BTDR Stock Still Slips

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Bitdeer’s new facility in Malaysia is not expected to energize until the third quarter of 2027.

GraniteShares ETF Trust - GraniteShares 2x Long BTDR Daily ETF

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<ul class="summary-bullets"><li>Bitdeer said on Monday it secured a 65.1MW AI data center in Malaysia under a 10-year agreement.</li><li>The company said its AI cloud pipeline now exceeds $7 billion, up from $2 billion last month.</li><li>Bitdeer said it has signed no offtake commitments for either facility on its Johor campus.</li></ul>Shares of Bitdeer Technologies Group (BTDR) fell in early morning trading on Monday, even as the company announced its largest single capacity addition in Southeast Asia and said its AI cloud pipeline had passed $7 billion.In a statement, Bitdeer, the Bitcoin (BTC) and AI infrastructure provider, disclosed that it had entered a 10-year data center services agreement for A202, a 65.1megawatts (MW) AI cloud facility on the Johor Bahru campus in Malaysia, where its 21.7MW A201 site already existed. The company said that it expected energization in the third quarter of 2027. Bitdeer also said that it had not entered into any offtake commitments for A201 or A202.&nbsp;<a href="https://stocktwits.com/symbol/BTDR">BTDR stock</a> fell more than 3% in early trading, amid broader weakness in the tech sector. On Stocktwits, retail sentiment around BTDR remained in the ‘bearish’ zone, while chatter around it stayed at ‘extremely low’ levels during the past day.Chief Financial Officer (CFO) Michael G. Potter said "the signal from customers is unambiguous" and that demand for liquid-cooled, rack-scale AI cloud capacity in 2027 was outpacing what the market could supply. According to Potter, A102 sold out ahead of energization, A201 was in advanced negotiations, and securing A202 was a direct response to that demand.<h2 class="st-heading-2">Pipeline Jumps To $7 Billion</h2>The company also said its active pipeline for AI cloud capacity was now over $7 billion. Bitdeer had put that figure at more than $2 billion in early September, when it&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.bitdeer.com/news-releases/news-release-details/bitdeer-ai-announces-sell-out-its-95mw-a102-malaysia-data-center">announced</a> the sell-out of its 9.5MW A102 site.The company stated that the pipeline was not a backlog, revenue, an executed contract, or a binding commitment. Bitdeer described it as a management estimate of opportunities under commercial discussion, calculated using assumptions that may not be realized.Bitdeer also noted that A202 was designed for liquid-cooled, rack-scale NVIDIA (NVDA) systems, including GB300 NVL72 and Vera Rubin platforms. Secured AI cloud capacity across Malaysia, Norway and the United States now totalled roughly 206.5MW, according to the company’s statement, or roughly 59% of its target of up to 350MW by the first quarter of 2028.<h2 class="st-heading-2">Company Points To Demand</h2>Bitdeer said it expected A202's “per-megawatt economics” to be broadly consistent with A102, where five-year offtake commitments represented total expected revenue of more than $800 million across 9.5MW. VanEck's Matthew Sigel&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/matthew_sigel/status/2099470942393057467">calculated</a> that applying those terms to 65.1MW would imply about $5.5 billion over five years.<figure class="image"><a class="st-link-external" href="https://x.com/matthew_sigel/status/2099470942393057467" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_14_at_10_22_52_AM_001c686389.png" alt="Screenshot 2026-09-14 at 10.22.52 AM.png" width="788" height="540"></a><figcaption>Source: @matthew_sigel/x</figcaption></figure>The company said it expected to fund GPU deployment at A202 primarily through customer prepayments, structured to cover more than half the associated capital expenditure.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/coin-blsh-stocks-get-analyst-upgrades-with-bitcoin-recovery-clarity-act-odds-lifting-crypto-outlook/cZtmPN1RBRo">COIN, BLSH Stocks Get Analyst Upgrades With Bitcoin Recovery, CLARITY Act Odds Lifting Crypto Outlook</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

BTDR Stock Slips Amid Tech Sell-Off Even AI Pipeline Surges To $7B After Malaysia Expansion

Bitdeer Technologies Holding Co

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