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Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude prices surge amid reported tanker attacks and supply risks around the Strait of Hormuz, alongside concerns about Saudi and Russian energy infrastructure. Traders are split between betting on further gains from geopolitical disruption and warning that prices look extended and could retreat if diplomacy or supply relief eases those fears.

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

CoreWeave is under pressure amid concerns about its heavy debt burden, expensive financing, and whether AI demand and backlog can generate sufficient returns; HSBCs bearish assessment has sharpened that debate. Bears warn of refinancing strain and possible dilution, while bulls point to contracted demand and argue the selloff is excessive, with dip buyers watching support levels.

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 is being tied by traders to recurring lockup share releases and insider selling, alongside a TD Cowen rating-target cut and concerns about the AI-chip sector. The community is divided between expecting more downside amid valuation, customer-concentration, and scaling concerns, and viewing the selloff as an oversold opportunity based on Cerebras technology and potential demand.

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 to Sell, citing lengthy commercialization timelines and a lack of firm customer commitments. The move has sharpened debate over execution risk and cash burn, with some traders viewing the selloff as a buying opportunity while others see limited commercial progress as a reason for caution.

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 sharp selloff is being tied mainly to its convertible-note financing and debt conversion, which traders fear will dilute shareholders, alongside broader weakness in AI/data-center stocks and concerns about debt and execution. The community is split between calling the decline an oversold buying opportunity and warning that selling pressure could continue.

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 Stanleys upgrade of Amazon to a Top Pick, backed by expectations for accelerating AWS growth and AI-related demand, fueled a sharp rally. Traders welcomed the upgrade, though some questioned whether the move can hold and pointed to the upcoming earnings report as a test of the growth and spending outlook.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led rebound after the recent AI-stock selloff has put QQQ in focus, but traders are divided over whether it marks a recovery or a short-lived relief rally and bull trap. Upcoming megacap earnings and lingering concerns about AI spending and debt, alongside rising oil prices, are adding to the volatility.

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 across AI infrastructure and neocloud stocks, amid concerns about debt, financing costs, and returns on data-center spending, has driven NBIS discussion. Traders are split on whether the stocks rebound signals stabilization or a bull trap: bulls see Nebius as better positioned than more leveraged peers, while bears remain wary of funding needs and sector-wide risk.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStops warrant-expiration deadline dominates discussion, with holders weighing whether the warrants can become exercisable against the risk they expire worthless. Traders disagree over whether the expiration would ease dilution concerns or signal a failed catalyst, while some speculate Ryan Cohen may extend the warrants or take action to lift the share price.

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

Pre-earnings positioning is driving attention, with traders focused on GE Aerospaces Q3 report and what it may signal about engine demand, supply constraints, margins, and guidance. Views are split between dip buyers citing the companys backlog and demand and cautious traders pointing to the recent weakness and downside hedging.

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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.

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