SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Escalating Middle East shipping and energy-infrastructure threats are driving crude-oil supply concerns and attention to USO. Traders are split between expecting further gains if disruptions persist and anticipating a pullback if diplomacy or additional supply eases the risks; many also worry that elevated oil prices could pressure equities and inflation.

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 steep post-IPO slide and fresh lows are driving discussion, with traders pointing to continued lockup-related share supply and insider selling, as well as a TD Cowen price-target cut and concerns about growth and customer concentration. Bearish traders expect more pressure, while some bullish holders view the decline as an oversold buying opportunity and argue the companys AI-chip technology has long-term potential.

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 debt-heavy expansion and rising financing costs are driving concern, amplified by HSBCs warning that slower AI demand could pressure growth. Traders are sharply divided: bears focus on refinancing risk, insider selling and the weak share price, while bulls point to contracted demand and recent analyst support.

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 broad neocloud selloff as traders question whether AI infrastructure spending will earn adequate returns and how providers will finance expansion, with CoreWeaves debt concerns adding to fears of sector contagion. The community is split between viewing the recent rebound as an oversold buying opportunityciting Nebiuss comparatively stronger balance sheetand expecting further declines amid funding and cash-flow concerns.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A volatile tech-led rebound following an AI-stock selloff has QQQ traders debating whether dip-buying marks a recovery or a temporary bounce, with concerns about AI infrastructure spending and debt weighing against optimism ahead of major tech earnings. Rising oil prices add to macro unease, while many traders focus on whether the rebound can hold.

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

UBSs downgrade of NuScale and cut to its price target have intensified selling, with traders focused on delayed project timelines, a lack of firm customer commitments, and cash-burn concerns. The community is divided between viewing the selloff as an opportunity and seeing it as evidence of execution risk, amid broader weakness in nuclear stocks.

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.

Vicors Q3 report is driving attention: revenue beat expectations, while GAAP EPS fell short of some estimates and traders noted the lack of forward guidance. Reactions are mixed, with some focusing on strong growth and royalty revenue, while others question whether the results and outlook justify the stocks reaction.

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.

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 beat expectations and the company announced a new share-repurchase authorization, but shares fell as traders focused on a narrowed full-year profit outlook without a higher midpoint. The reaction reflects a split between optimism over capital returns and stronger cash-flow expectations and concern that cautious guidance outweighed the earnings beat.

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 Aerospace is drawing attention after a third-quarter earnings beat and an increase to its 2026 outlook. Traders largely praised the report but questioned the stocks decline, debating whether it reflects profit-taking or broader market weakness.

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Celesticas sharp, volatile pullback is being linked by traders to the dilutive $3 billion share offering priced at $310, with many debating whether the weakness is overdone. Bullish traders argue the capital supports expansion for AI and data-center demand and point to the raised outlook, while others remain focused on downside risk and key support levels.

Celestica (CLS) Stock Dips While Market Gains: Key Facts

Celestica (CLS) reached $300.35 at the closing of the latest trading day, reflecting a -1.14% change compared to its last close.

Is Celestica (CLS) a Buy as Wall Street Analysts Look Optimistic?

According to the average brokerage recommendation (ABR), one should invest in Celestica (CLS). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Celestica vs. SpaceX: Which Aerospace Stock is the Better Buy Now?

SPCX outpaces CLS in stock performance and earnings estimate revisions, but Celestica offers a cheaper valuation. 

Celestica (CLS) Registers a Bigger Fall Than the Market: Important Facts to Note

Celestica (CLS) reached $347.5 at the closing of the latest trading day, reflecting a -4.05% change compared to its last close.

Celestica, Inc. (CLS) is Attracting Investor Attention: Here is What You Should Know  

Recently, Zacks.com users have been paying close attention to Celestica (CLS). This makes it worthwhile to examine what the stock has in store.

Celestica: $3B SPO Dip Unlocks A 65% Upside

Investment Thesis

This recent pullback in Celestica Inc. (NYSE:CLS) stock, caused by a massive $3B Secondary Public Offering (SPO) which involved a significant discount on the shares offered -, gave investors anread more...

Jabil's FY27 AI Revenue Surge Could Redefine Its Growth Story in 2027

Jabil expects AI revenues to surge 54% to $22.1 billion in fiscal 2027, fueling infrastructure growth and margin gains while raising execution challenges.

Is Jabil a Buy After AI Growth as Valuation Stays Above Its Median?

JBL's AI-driven growth, rising margins and strong earnings outlook bolster its investment case, but a premium to its historical valuation raises questions.

Celestica Rises 25.7% YTD: Buy, Sell or Hold the Stock?

CLS is riding AI infrastructure and 800G/1.6T networking demand, but customer concentration and competition pose risks to its growth.

Can Celestica's Expanding Communications Portfolio Benefit the Stock?

CLS expands its communications portfolio with 1.6T Ethernet, optical technologies and open networking for AI and cloud.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

CLS Stock Jumps 12% As Broadcom AI Call Sparks Switch Rally  

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<ul class="summary-bullets"><li>Dell and Hewlett Packard also raised their full-year revenue forecast this week, pointing to still-rising data-center hardware demand, a plus for Celestica.</li><li>The Toronto electronics manufacturer had become one of the weaker AI-linked names after a $3.45 billion equity offering in early August.</li><li>Celestica is already building high-speed switches that use Tomahawk 6 for two large cloud customers and has said it will start delivering the first OpenAI server racks later this year.</li></ul><p><br>Shares of Celestica Inc. (CLS) jumped about 12% on Thursday, snapping a three-month slide, after investors read Broadcom’s Wednesday-night earnings call as a signal that demand is still rising for the high-speed switches and AI server racks Celestica builds for cloud customers.</p><p>The stock clocked its best day on Thursday since November 2025.&nbsp;</p><h2 class="st-heading-2">Broadcom’s Comments That Lifted CLS</h2><p>Broadcom beat fiscal third-quarter estimates with $29.59 billion in sales and $3.32 in adjusted earnings per share. AI chip revenue reached $16.7 billion. Management said on Wednesday that custom accelerators and AI networking revenue should each triple year over year in the current quarter, lifting AI semiconductor sales to $21.7 billion.</p><p>CEO Hock Tan said sales of the chips that connect AI servers grew more than 2.5 times from a year earlier. President Charlie Kawwas said Broadcom’s latest switch chip, Tomahawk 6, is now used by almost every major cloud company building AI clusters — including those that buy their AI processors from others. A faster, lower-latency version called Tomahawk Ultra also started shipping this quarter. The next chip, Tomahawk 7, which can move twice as much data, has finished design and is heading toward production.</p><p>Tan also said OpenAI’s first custom AI chip, Jalapeño, shipped in the quarter. OpenAI plans to install about 1.3 gigawatts of those systems in 2027 and has a path to more than 5 gigawatts in 2028. Celestica is already building high-speed switches that use Tomahawk 6 for two large cloud customers and has said it will start delivering the first OpenAI server racks later this year. Confirmation that those chips and switches are shipping supports that backlog.</p><h2 class="st-heading-2">DELL And HPE Add To The Tape</h2><p>The Broadcom call landed on top of two server prints. Dell reported record AI server orders of $60.9 billion and a $95 billion backlog, then raised its annual revenue forecast to $192 billion. Hewlett Packard Enterprise posted record quarterly revenue of $12.2 billion and lifted its outlook on AI servers and networking. Together, the three reports pointed to still-rising demand for data-center hardware, a plus for Celestica.</p><p>The Toronto electronics manufacturer had become one of the weaker AI-linked names after a $3.45 billion equity offering in early August. Shares are still down over three months.</p><h2 class="st-heading-2">How Did CLS Retail Traders React</h2><p>On Stocktwits, retail sentiment around CLS stock improved from ‘bearish’ to ‘bullish’ over the past 24 hours, while message volume remained ‘high.’</p><p><a href="https://stocktwits.com/symbol/CLS">CLS stock</a> has gained 5% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/tsla-stock-up-7-ahead-of-cybercab-launch-event-fund-manager-sees-selloff-ahead-citing-past-patterns/cZsuI4zRJvq">TSLA Stock Up 7% Ahead Of Cybercab Launch Event — Fund Manager Sees Selloff Ahead, Citing Past Patterns</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A smartphone displays the logo of Celestica Inc. (Photo illustration by Cheng Xin/Getty Images)

Broadcom CEO Hock Tan said on Wednesday that sales of the chips that connect AI servers grew more than 2.5 times from a year earlier.

CLS Stock Jumps 12% As Broadcom AI Call Sparks Switch Rally

Broadcom CEO Hock Tan said on Wednesday that sales of the chips that connect AI servers grew more than 2.5 times from a year earlier.


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Traders are closely monitoring the critical $250 level to determine if it acts as a firm floor or a failing support point.

Current Price	$300.35
Prev Close	$303.81
Open	$314.08
Dividend Yield	0.00%
50-Day Moving Average	$332.49
Beta	2.58
Avg. Volume	2.35M
PE Ratio	31.20

52-Week High	$474.03
52-Week Low	$244.51
Market Capitalization	$37.88B
EPS (Annual)	$7.16
Price to Book	13.93
Revenue Per Employee	$418,738.81

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