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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. 

Nebius is caught in a sharp AI-infrastructure and neocloud selloff, as traders weigh concerns about heavy buildout spending, financing and whether future returns will justify it; Gartners warning about consolidation in the sector has added to the concern. After a rebound, the community is split between buyers calling the decline oversold and a chance to accumulate, and skeptics who see a temporary bounce with more downside risk.

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 overwhelmingly bearish discussion, with traders linking the weakness to Trumps declining approval and midterm-election risk, as well as skepticism about the companys business fundamentals and Truth Social engagement. Some users argue the stock is driven more by political sentiment than operating performance, while a smaller bullish contingent sees potential for a rebound.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

Hot inflation readings and rising Treasury yields have intensified fears of tighter Fed policy, weighing on rate-sensitive small caps and pushing the Russell 2000 into correction territory. Traders are divided between expecting an oversold bounce near support and warning that the breakdown below key technical levels could extend the decline.

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 upcoming third-quarter earnings report is the main focus, with traders weighing expectations for another strong quarter against uncertainty around costs. Discussion also centers on NHTSAs review of the L87 V8 recall remedy after reports of post-repair engine failures, and whether the issue could add warranty or legal exposure.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

CEO Scott Kirbys support for steep wealth and inheritance taxes has drawn sharp criticism and boycott calls, with some traders arguing his political comments could hurt the airline. Attention is also focused on upcoming earnings, with debate over resilient demand and bullish expectations versus fuel costs and economic uncertainty.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude rallies on fears that escalating Middle East conflict and attacks on tankers and energy infrastructure could disrupt oil supplies, with traders also citing tight inventories. The community is split between bulls expecting further gains and bears who see a crowded, speculation-driven war premium that could unwind if diplomacy advances or supply concerns ease.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

KTOS is drawing attention after a prolonged selloff and repeated new lows, with traders debating whether high valuation, insider selling and analyst target cuts are outweighing its contract wins and defense-growth outlook. Some see the pullback as a buying opportunity based on demand for drones, hypersonics and other defense systems, while others remain concerned about execution, profitability and continued downward price action.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Deltas Q3 earnings miss and reduced full-year outlook, driven by sharply higher fuel costs, are the main focus despite resilient travel demand and premium revenue. Traders are split between seeing strong bookings and fare pricing as supportive and worrying that fuel and other expenses will keep squeezing margins.

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 is drawing attention after a steep selloff to post-IPO lows, with traders citing staged lockup expirations and insider share sales as added selling pressure alongside a TD Cowen price-target cut. The bearish debate centers on OpenAI customer concentration and the companys ability to scale, while bulls point to its AI-chip technology and argue the shares are oversold.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Ciphers steep selloff alongside AI and data-center peers is widely blamed on its convertible-note financing and expected dilution, compounded by concerns about managements execution and weak sector sentiment. Most discussion is frustrated and bearish over repeated lows, while some traders maintain the long-term AI infrastructure thesis and see potential for an oversold rebound.

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CCL Stock Heads For Best Month Since May: Record Bookings And Strong Q3 Defy Cruise Doubts 

Equity

Carnival raised its 2026 profit outlook after record Q3 results and said about half of its 2027 inventory is already booked at record occupancy and prices. 


CCL Stock Traders Stare At Sixth Red Week: Analysts Predict Weak Outlook On High Fuel Prices Ahead Of Q3 Earnings

Carnival faces mounting cost concerns as fuel prices climb, while retail sentiment stays neutral ahead of its Sept. 29 earnings report. 


CCL Stock Heads For Third Month Of Loss: Wells Fargo Warns Of Caribbean Pricing Pressure But Remains Bullish On Growth 

Wells Fargo lowers its price target on Carnival but still sees nearly a 60% upside. 


ULTA Stock Rises Ahead Of Q1 Earnings Test This Week: Investors Watch Luxury Vs Value Beauty Trends 

Analysts expect Ulta Beauty to report a first-quarter revenue of roughly $3.12 billion, with earnings of $6.89 per share, according to Fiscal AI data.


Cash Growth ETF (BUL) Touches New 52-Week High 

BUL hits a new 52-week high as strong growth sentiment, tech momentum and a focus on high free cash flow stocks fuel gains.

Salesforce Earnings Beat, Offers Upbeat Guidance: ETFs in Focus 

Salesforce tops Q3 earnings and lifts outlook, boosting sentiment for cloud-focused ETFs like IGV, BUL and CLOD as AI and cloud adoption accelerate.

ETFs in Focus on IBM's Q3 Earnings 

IBM shares fall on soft growth for Red Hat software business despite solid Q3 beat (per Bloomberg). Explore TDIV, TDVI, NXTE, SPDG & BUL for diversified exposure to the tech giant.

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Neutral Sentiment

<ul class="summary-bullets"><li>Customer deposits rise 7% to a record $7.6 billion, even with little change in capacity.</li><li>A $131 million hit from fuel and currency is partly offset by lower fuel use and cost improvements.</li><li>Morgan Stanley raises its price target to $32.50 from $31.&nbsp;</li></ul>Shares of Carnival Corp. (<a class="mention" data-mention="$CCL" data-symbol-id="CCL" href="https://stocktwits.com/symbol/CCL" target="_blank">CCL</a>) are on track for their best month since May after record third-quarter results, and record 2027 bookings eased doubts about the cruise industry. The stock jumped 13% on Tuesday, its biggest one-day gain since April, after the cruise operator raised its 2026 profit outlook despite sharply higher fuel costs.&nbsp;&nbsp;<a href="https://stocktwits.com/symbol/CCL">Carnival’s stock</a> edged up 0.2% in overnight trading and has gained 5% in September.&nbsp;<h2 class="st-heading-2">Carnival’s 2027 Bookings Point To Continued Pricing Power&nbsp;</h2>For much of 2026, cruise stocks faced pressure from higher fuel costs and weaker consumer confidence. Even after Tuesday’s rally, Carnival remains down about 17% this year. Its Q3 results showed that strong demand can support earnings despite higher fuel costs.&nbsp;Customer deposits rose about 7% while capacity stayed mostly unchanged, meaning customers are spending more per available berth. The key question is whether this strong pricing power can continue.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260930_125047422_ed1f4cbd36.png" alt="koyfin_20260930_125047422.png" width="2400" height="1240"></figure>Carnival generated $8.44 billion in revenue in Q3, up 3.5% year&nbsp;over&nbsp;year. Net income increased 3.7% to $1.92 billion. The company reported earnings of $1.43 per share. Both revenue and EPS exceeded the analysts’ consensus estimates of $8.39 billion and $1.35, respectively, according to fiscal.ai data.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_10_e165533b83.png" alt="fiscal-ai-chart-export (10).png" width="1400" height="1000"></figure>Carnival said constant-currency net yields climbed 2.4%, beating its previous guidance by more than&nbsp;1 percentage point. Customer deposits also indicated strong demand. The company ended the quarter with $7.6 billion in deposits, $500 million above the prior-year record, despite little change in capacity expected over the following 12 months.Speaking during the Q3 earnings call, Carnival CEO Josh Weinstein said the company has already filled about half of its available 2027 inventory, with both occupancy and pricing running at record levels. Booking activity during the latest quarter further strengthened that position, while demand for the first quarter of 2027 has recovered significantly during the past three months."Demand remains broad-based, including very healthy demand for our peak summer European deployments. 2028 is also off to an excellent start at higher occupancy and even higher prices year-over-year, and our booking curve is further out than it has ever been at this point in the year”.<h2 class="st-heading-2">Costs And Fuel Pressures</h2>Higher fuel prices remained a headwind, contributing to a $131 million combined unfavorable effect from fuel and currency during the quarter. Still, Carnival reduced fuel consumption per available lower berth day by 3.8% from last year. This helped Carnival find more than $150 million of additional operational improvement versus its previous 2026 guidance.<figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_11_60071b3494.png" alt="fiscal-ai-chart-export (11).png" width="1400" height="1000"></figure>“Fuel can be a volatile input cost with a track record of prices going up and down. But amidst that noise, let's not lose sight of our underlying operational improvement,” said Weinstein.&nbsp;Carnival now expects full-year adjusted EPS of about $2.24, with constant-currency net yields projected to rise roughly 2.3% from 2025. The company expects adjusted EBITDA of approximately $7.14 billion and adjusted net income near $3.08 billion.“Despite the significant fuel price headwind this year, we expect to finish 2026 with even more brands generating mid-teens or higher returns on invested capital than last year. That is meaningful progress, and we still see considerable runway ahead with each of our brands on a path toward higher returns.”&nbsp;Carnival has repurchased nearly $1.2 billion of stock so far this year and paid $618 million in dividends through the first nine months. Chief Financial Officer David Bernstein said strong cash generation allowed the company to continue reducing leverage while returning capital.Morgan Stanley analyst Jamie Rollo raised Carnival’s price target to $32.50 from $31 while keeping an ‘Overweight’ rating. The change follows the firm’s 6% increase to its fiscal 2028 EPS forecast after Carnival’s Q3 results.&nbsp;Carnival’s strong Q3 results show that consumers are still willing to spend on cruises. The results also suggest that the cruise industry has become stronger and more mature. Carnival is growing its customer base by investing in private destinations, such as Celebration Key, and improving loyalty programs like Carnival Rewards. Its co-branded credit card issuances have already tripled, showing stronger customer engagement.&nbsp;<h2 class="st-heading-2">What <a class="mention" data-mention="$CCL" data-symbol-id="CCL" href="https://stocktwits.com/symbol/CCL" target="_blank">CCL</a> Retail Traders Are Saying</h2>On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day.&nbsp;A user&nbsp;<a href="https://stocktwits.com/PJBstocks/message/665386939">said</a>, “Today was a great day because we had great results. The future looks bright going forward but we haven’t reached our destination yet. Just remember how far [we[ fell. I want us back at 32 - 35. Hopefully enough Bears got burned today to stay away and let this grow to its rightful place.”<a class="mention" data-mention="$CCL" data-symbol-id="CCL" href="https://stocktwits.com/symbol/CCL" target="_blank">CCL</a> stock has declined 13% in the past 12 months.&nbsp;Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dkng-stock-heads-for-worst-month-since-january-but-retail-backs-draft-kings-d-ke-x-despite-kalshi-s-lead/cZMnwVVRBWM">DKNG Stock Heads For Worst Month Since January, But Retail Backs DraftKings' DKeX Despite Kalshi’s Lead</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Carnival Miracle, a 88,500 GT Spirit-class cruise ship operated by Carnival Cruise Line, sails the Tagus River.

Shares of Carnival Corp. (CCL) are on track for their best month since May after record third-quarter results, and record 2027 bookings eased doubts about the cruise industry. The stock jumped 13% on Tuesday, its biggest one-day gain since April, after th

CCL Stock Heads For Best Month Since May: Record Bookings And Strong Q3 Defy Cruise Doubts

Carnival Corp

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