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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 drawing attention after a steep selloff alongside other AI infrastructure and neocloud stocks, amid concerns about financing needs, debt exposure and whether AI spending will generate adequate returns. Traders are divided between viewing the decline as an oversold buying opportunity with bounce or short-squeeze potential and warning that rebounds may fade as sector-wide selling continues.

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 extending its post-IPO slide to fresh lows, with traders citing upcoming share unlocks and insider selling, a TD Cowen price-target cut, and concerns about OpenAI concentration and the companys ability to scale. Bearish sentiment dominates, though some investors see the decline as overdone and point to its cash position, backlog, and wafer-scale AI technology as reasons to buy.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS CEO Angelos Stergious anniversary post about the companys next chapter with GPS and SLS009 has fueled speculation about upcoming clinical news or a buyout, though some traders see it as a routine reassurance. Discussion chiefly centers on the blinded Phase 3 REGAL trial, whose final analysis is triggered at 80 deaths; the last reported count was 78, and traders disagree on whether the prolonged wait is encouraging or simply leaves the outcome uncertain.

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 drawing attention ahead of its Q3 earnings report, with traders weighing the results against scrutiny of the 6.2L engine recall fix after reports of failures following repairs. The community is debating whether potential warranty and legal costs could overshadow the quarter, while options positioning appears mixed.

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 fresh lows is being linked to Trumps declining approval and the approaching midterms, with traders treating the stock as highly exposed to political sentiment. Bearish discussion dominates, citing weak business fundamentals and Truth Social engagement, though some traders see the selloff as a buying opportunity.

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

United CEO Scott Kirbys support for a wealth tax and inheritance taxes approaching 100% has prompted angry calls for a boycott, though some traders remain focused on the airlines upcoming quarterly results. Ahead of earnings, discussion also weighs bullish expectations against concerns that higher fuel costs and economic uncertainty could pressure margins.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is drawing attention amid a volatile rebound after a sharp AI and semiconductor selloff, as traders debate whether AI infrastructure demand can justify spending and valuations or whether debt and financing risksparticularly around CoreWeavesignal deeper trouble. Bulls cite continued demand and upcoming company updates, while skeptics point to weak price action and uncertain returns on AI capex.

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 profit outlook, attributed to sharply higher fuel costs, dominate discussion despite resilient travel demand and premium revenue. Traders are divided between concern that fuel and other expenses will keep squeezing margins and optimism that strong bookings and fare increases can offset the pressure.

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 steep selloff is drawing attention amid concerns about its heavy debt, costly financing and ability to fund AI infrastructure expansion, alongside a broader pullback in neocloud stocks. Bears warn of refinancing and dilution risks, while bulls point to contracted demand and Nvidia ties; traders also debate whether Goldmans Buy upgrade and ARKs purchases can support a recovery.

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 reminder that its warrants expire at a fixed exercise price has focused attention on whether shares can reach that threshold before the deadline. Traders disagree over whether Ryan Cohen will extend the warrants or provide a catalyst, while others expect them to expire worthless and view the resulting lack of dilution as favorable for common shareholders.

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Credo is drawing attention for sharp, high-beta swings after a steep pullback, with traders debating whether the weakness reflects broader pressure on AI and semiconductor stocks or company-specific concerns such as insider selling and valuation. Bulls point to continued AI data-center demand for its connectivity products and view the dip as a buying opportunity, while others remain cautious about volatility and execution risks in its optical expansion.

Here's Why Credo Technology Group Holding Ltd. (CRDO) is a Strong Growth Stock

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CRDO vs. COHR: Which AI Connectivity Stock Is the Better Buy?

Credo and Coherent are riding the AI connectivity boom, but differing growth prospects, valuations and risks raise questions about which stock is the better buy.

Does Credo's $525M-$535M Revenue Outlook Signal Further Upside? 

CRDO's surging AI connectivity demand, record revenues and expanding optical business fuel growth, with fiscal 2027 revenues projected to rise more than 85%.

Credo Expands AI Connectivity Portfolio With 1.6T ZeroFlap ALC

CRDO expands its AI connectivity portfolio with the 1.6T ZeroFlap Active Light Cable, offering lower power consumption, enhanced reliability and extended reach.

Credo's SRMO Workstream: Can Micro-Emitter Optics Unlock AI Growth?

CRDO is helping shape next-generation AI data center connectivity through an OCP workstream targeting 2027 approval for micro-emitter optics specifications.

Credo Breaks the Memory Wall Using AMD Programmable Logic-Based AI Accelerators

Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO), an innovator in providing connectivity at scale through fast, reliable, and energy-efficient system solutions, today announced that it is showcasing high-performance memory scaling for programmable logic-based AI accelerators this week at...

Credo Launches Short-Reach Micro-Emitter Optics (SRMO) Standardization for AI Data Center Scale-Up and Scale-Out Applications

Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO), an innovator in providing connectivity at scale through fast, reliable, and energy-efficient system solutions, alongside prominent optical technology providers, today announced the launch of the Short-Reach Micro-Emitter Optics (SRMO...

Credo Unveils 1.6T ZeroFlap Active Light Cable, Industrys First Row-Scale, Wide-Parallel Optical Interconnect for AI Data Centers

Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO), an innovator in providing connectivity at scale through fast, reliable, and energy-efficient system solutions, today shared details of its 1.6T ZeroFlap active light cable (ALC), the industrys first row-scale, wide-parallel optical...

ALAB Expands PCIe Portfolio With Aries 7: Can it Beat MRVL & CRDO?

Astera Labs expands its PCIe portfolio with Aries 7, strengthening its AI connectivity push against Marvell and Credo amid surging demand and stiff competition.


Credo to Showcase Broad Portfolio of Connectivity Solutions for AI Scale-Out and Scale-Up Fabrics at 2026 OCP Global Summit

Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO), an innovator in providing connectivity at scale through fast, reliable, and energy-efficient system solutions, will showcase its newest optical and copper interconnect products for scaling AI infrastructure at OCP Global Summit 2026, which...

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Targets Growing AI Bandwidth Demands With 1.6T Optical Solutions — To Showcase New Modules At ECOC 2026

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<ul class="summary-bullets"><li>Credo will demonstrate a 1.6T fully retimed optical module at ECOC 2026 in Málaga.</li><li>The module combines Credo’s Cardinal 802 DSP and Kfir 200G silicon photonics PIC.</li><li>Credo will also showcase 800G and 1.6T ZeroFlap optics with real-time link monitoring through PILOT.</li></ul>Credo Technology Group Holding (CRDO) will showcase new 1.6T optical connectivity technologies for AI scale-out networks at the European Conference on Optical Communication (ECOC) 2026.The company targets rising bandwidth requirements across AI and cloud infrastructure. The ECOC event runs from Sept. 21 through Sept. 23 in Málaga, Spain.The centerpiece will be a 1.6T 2xDR4 fully retimed module powered by Credo’s Cardinal 802 digital signal processor and Kfir 200G silicon photonics chip. In simple terms, the technology is designed to move increasingly large amounts of data quickly between systems inside AI data centers.<h2 class="st-heading-2">Why 1.6T Matters For AI Networks</h2>As AI clusters add more GPUs and other computing hardware, the connections that move data between them also need to be faster. Credo’s 1.6T technology delivers 1.6 terabits of aggregate bandwidth, with the company positioning the products for AI scale-out networks where large numbers of computing systems operate together.Credo recently introduced its 224G-based 1.6T ZeroFlap optical transceivers. Those products combine an optical DSP, the Kfir200 silicon photonics chip, and Credo’s PILOT analytics platform, which monitors connection health and helps identify fiber problems before they disrupt AI workloads.At ECOC, Credo will also demonstrate 800G and 1.6T ZeroFlap optics with PILOT, offering real-time link-health monitoring and diagnostics to improve reliability as AI networks grow larger.<h2 class="st-heading-2">AI Infrastructure Demand Drives Credo Growth</h2>Credo’s latest results show the broader growth accompanying its AI connectivity push. Fiscal first-quarter 2027 revenue reached $479 million, up 114.7% year over year and 9.6% quarter over quarter.&nbsp; CEO Bill Brennan said the company’s portfolio now covers connectivity “from millimeters to kilometers” across optical and copper solutions as AI infrastructure scales.Credo guided fiscal second-quarter revenue to $525 million to $535 million, implying further sequential growth from the first quarter.<h2 class="st-heading-2">Retail Sentiment Around CRDO Stock</h2>Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/CRDO">CRDO</a> stock remained ‘neutral’ on Stocktwits.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_18_190832_a3e41b70ed.png" alt="Screenshot 2026-09-18 190832.png" width="820" height="482"><figcaption>CRDO stock retail sentiment on September 18 as of 10:00 a.m. ET | Source: Stocktwits</figcaption></figure>So far this year, Credo Technology shares have surged nearly 21%. In comparison, the iShares Semiconductor ETF (<a href="https://stocktwits.com/symbol/SOXX">SOXX</a>) and iShares AI Innovation and Tech Active ETF (BAI), which hold&nbsp;<a href="https://stocktwits.com/symbol/BAI">Credo</a> stock, have risen more than 67% and 32%, respectively, during this period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/barclays-sees-41-upside-in-tsem-stock-as-it-initiates-coverage-says-firm-s-well-placed-offers-agnostic-exposure/cZtuDaORB3q">Barclays Sees 41% Upside In TSEM Stock As It Initiates Coverage — Says Firm's ‘Well Placed,’ Offers Agnostic Exposure</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Credo Technology logo is displayed on a smartphone screen

Credo Technology Group Holding (CRDO) will showcase new 1.6T optical connectivity technologies for AI scale-out networks at the European Conference on Optical Communication (ECOC) 2026.

Credo is expanding its optical portfolio as larger AI clusters drive demand for faster, more reliable connections between computing systems.

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