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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 selloff is dominating discussion, with traders citing successive share unlocks and insider selling, a TD Cowen price-target cut, and concerns about OpenAI customer concentration and the companys ability to scale. Sentiment is largely bearish, though some investors view the decline as oversold and are averaging down.

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 selloff amid weakness in AI-infrastructure stocks has put its heavy debt burden, financing costs and insider selling at the center of the debate; a Goldman Sachs upgrade and reported ARK buying have not eased the concern for many traders. Bears warn of dilution or default, while bulls point to contracted AI-compute demand and see buying opportunities, leaving the stocks support levels in sharp focus.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is caught in a semiconductor selloff as traders question the returns and financing behind AI infrastructure spending, with CEO Hock Tans warning that some AI investing resembles gambling adding to concerns. Bears see his comments and AI-credit risks as reasons for continued weakness, while bulls argue demand and Broadcoms fundamentals remain intact and view the decline as a buying opportunity.

Silicon Motion Technology Corp. engages in the development, manufacture, and supply of semiconductor products for the electronics market. The firm’s products include Flash Controllers, Storage Solutions, and others. It offers embedded and expandable storage, radio frequency integrated circuits, and embedded graphics. The company was founded by Wallace C. Kou in November 1995 and is headquartered in Hong Kong.

Silicon Motion Technology Corp - ADR

Silicon Motion Technology Corp.

SIMO is drawing attention for its growth in AI and data-center storage, particularly boot-drive shipments and MonTitan enterprise SSD controllers, alongside strong results and an upbeat outlook. Many traders see room for further growth, while others point to sharp share-price swings, technical weakness and dilution concerns tied to convertible notes.

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.

CIFRs steep selloff is being tied to its convertible-note financing and debt exchange, which traders criticize for dilution and poor timing amid concerns about leverage and management execution. Bears fear continued pressure, while bulls argue that its AI/HPC data-center contracts support the longer-term case and view the decline as potentially overdone.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealths quarterly earnings beat and raised full-year outlook, alongside improved medical-cost trends, are driving attention. Bulls view the results as evidence of a turnaround and welcome the rebound, while skeptics question whether the improvement will last and point to the stocks volatile reaction despite the strong report.

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 sharp selloff across AI-infrastructure stocks, fueled by concerns about neocloud financing, debt and whether heavy AI spending will generate sufficient returns. Traders are split on whether the rebound from oversold levels signals a recovery or a temporary bounce, with some arguing Nebius is better positioned than more debt-heavy peers.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Concerns about Oracles debt-heavy AI data-center buildout, rising credit risk and weak free cash flow dominate discussion, alongside pressure on AI infrastructure stocks. Traders are split between seeing the spending and backlog as a path to future cloud growth and fearing that borrowing costs and execution risks could overwhelm demand.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPYs modest rebound following a tech- and AI-led selloff has traders debating whether it marks a durable recovery or a temporary relief bounce. Upcoming big-tech earnings are in focus, while concerns about AI spending, debt, and elevated oil prices keep bearish views in the mix.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers recent climb toward a 52-week high and a key round-number resistance level is driving discussion, with traders highlighting bullish chart momentum and a defensive rotation into pharma. Others question whether the move can hold, pointing to resistance and the absence of a single clear near-term catalyst.

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Viant Announces Date of Third Quarter 2026 Financial Results and Conference Call

Viant Technology Inc. (NASDAQ: DSP) today announced it will release its third quarter 2026 financial results after U.S. markets close on Monday, November 9, 2026. Viant will host a conference call and webcast that day at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) to discuss business and...

Strength Seen in Viant (DSP): Can Its 7.1% Jump Turn into More Strength?

Viant (DSP) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Fortune Media and Great Place To Work Name Viant to 2026 Best Workplaces in Advertising & Marketing

Great Place To Work and Fortune have selected Viant Technology Inc. (NASDAQ: DSP) for the 2026 Fortune Best Workplaces in Advertising & Marketing List, marking the third consecutive year the company has been named to this prestigious list. Earning a spot means that Viant is one of the best...

Viant Expands Direct Access to Support Deal-Based Buying across the Largest Publishers in CTV

Viant Technology Inc. (NASDAQ: DSP), a leader in CTV and AI-powered programmatic advertising, today announced an expansion of Direct Access, its flagship Supply Path Optimization (SPO) product that connects advertisers to premium CTV inventory through more direct and cost-efficient paths. The...

Viant (DSP) Moves 18.6% Higher: Will This Strength Last?

Viant (DSP) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Viant Technology Q2 2026 Earnings Call: Complete Transcript

Viant Technology (NASDAQ:DSP) released second-quarter financial results and hosted an earnings call on Monday. Read the complete transcript below.
This transcript is brought to you by Benzinga APIs. For real-time accessread more...

Viant Technology Inc. Announces Launch of Public Offering of Class A Common Stock

Viant Technology Inc. (NASDAQ: DSP) (Viant or the Company) today announced the launch of an underwritten public offering of 8,500,000 shares of its Class A common stock to be sold by a selling stockholder of the Company (the Selling Stockholder). The underwriters will have a 30-day option period to...

Viant Technology (DSP) Misses Q2 Earnings Estimates

Viant (DSP) delivered earnings and revenue surprises of -7.69% and +4.36%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Viant Technology Announces Second Quarter 2026 Financial Results

Viant Technology Inc. (Nasdaq: DSP), a leader in AI-powered programmatic advertising, today reported financial results for its second quarter ended June 30, 2026. "Viant delivered record second-quarter results, exceeding the high end of our guidance range across both top and bottom lines," said Tim...

Viant Appoints Craig Abrahams to Board of Directors

Viant Technology Inc. (NASDAQ: DSP), a leader in CTV and AI-powered programmatic advertising, today announced the appointment of Craig Abrahams to its board of directors, effective August 10, 2026. "Were excited to welcome Craig to Viants Board as an independent director," said Tim Vanderhook, CEO...

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Viant Technology

Viant Technology, Inc. is an advertising technology company, which develops and manages an enterprise software platform. The firm also offers Adelphic, an omnichannel demand-side platform which enables marketers to execute programmatic advertising campaigns. Its solutions include ViantAI, Demand Side Platform, Connected TV Advertising, Omnichannel marketing, and Data Platform. The company was founded by Timothy C. Vanderhook, Christopher John Vanderhook, and Russell T. Vanderhook in 1999 and is headquartered in Irvine, CA.

Viant Technology Inc - Ordinary Shares - Class A

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Current Price	$12.80
Prev Close	$12.64
Open	$12.67
Dividend Yield	0.00%
50-Day Moving Average	$12.66
Beta	1.57
Avg. Volume	529,949.89
PE Ratio	92.55

52-Week High	$14.80
52-Week Low	$8.36
Market Capitalization	$840.55M
EPS (Annual)	$0.1344
Price to Book	7.50
Revenue Per Employee	$905,792.10

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