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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 sharp selloff and repeated tests of recent lows have traders focused on its heavy debt, financing costs and ability to fund AI infrastructure growth. Bears warn of dilution or financial distress, while bulls point to AI demand and contracted backlog and treat the weakness as a buying opportunity; Goldmans upgrade and ARKs purchases have not ended the debate.

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 drawing attention amid a semiconductor selloff, with traders focused on CEO Hock Tans warning that some AI investing resembles gambling and his comments about capital constraints. The remarks and worries about AI spending and financing have fueled bearish sentiment, while other traders see the pullback as a buying opportunity based on Broadcoms AI-chip growth; many also complain that the stock has lagged semiconductor peers.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is rebounding alongside semiconductor stocks after a steep, extended selloff, drawing dip buyers who see oversold conditions and continued AI-chip demand as support for a recovery. Others warn the bounce may be temporary, citing concerns about AI investment returns and debt, market uncertainty, and upcoming chip-sector earnings.

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 amid a prolonged post-IPO selloff, with traders citing lockup expirations and insider-share supply, a TD Cowen price-target cut, and concerns about OpenAI customer concentration, scaling, and Nvidia competition. Bears see continued selling pressure, while bulls argue the decline is overdone and point to Cerebras AI-chip technology and backlog.

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.

Oracle is drawing attention over concerns that its debt-funded AI data-center buildout and heavy capital spending could strain cash flow, amplified by widening credit-risk indicators and broader jitters around AI infrastructure financing. Traders are split between fears that spending and customer concentration pose serious risks and the view that Oracles cloud demand and backlog can eventually justify the investment, with some buying the selloff.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

STRKs volatile price action is being debated against concerns about token unlocks and dilution, which traders blame for persistent selling. Bulls point to Starknets quantum-resistant technology, Bitcoin integration, privacy features and possible shift to an independent Layer 1, while skeptics question whether those developments can overcome supply pressure.

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 AI and semiconductor rebound, as traders debate whether credit strains at AI infrastructure firms such as CoreWeave and uncertain returns on data-center spending could undermine chip demand. Dip buyers see continued AI demand and upcoming hyperscaler earnings and GTC commentary as reasons for confidence, while skeptics warn that the rally may fade.

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)

Celestica, Inc.

A sharp, volatile pullback in Celestica shares is drawing attention, with traders pointing to weakness across AI and data-center infrastructure stocks and continuing concern about dilution from the companys earlier equity offering. Some see the decline as an overreaction given the companys AI-related growth prospects and expect earnings to provide a catalyst, while others remain wary of the downtrend.

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

Scott Kirbys comments supporting a near-total inheritance tax have drawn sharp criticism, with some traders calling for a boycott of United. The discussion also focuses on the quarterly earnings report and recent share weakness, with traders divided between bearish concerns and potential upside if results and guidance reassure investors.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is drawing attention amid a steep selloff across neocloud and AI-infrastructure stocks, as traders weigh Gartners warning that massive AI investments may not generate adequate returns and question funding risks; concerns about Horizon 2 handover delays add to the debate. Sentiment is split between traders calling the shares oversold and betting on an AI-demand recovery, and those expecting further downside over execution, financing, and market risks.

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Dycom Industries, Inc. provides contracting services throughout the United States. The firm's services include engineering, construction, maintenance and installation services to telecommunications providers, underground facility locating services to various utilities, including other construction and maintenance services to electric and gas utilities, and others. It operates through the following segments: Communications and Building Systems. The Communications segment provides a range of construction, maintenance, and installation services, including the placement and splicing of fiber, copper, and coaxial cables. The Building Systems segment focuses on providing comprehensive building infrastructure solutions, including electrical, energy management, security, and fire safety systems for data centers and other critical facilities. The company was founded in 1969 and is headquartered in West Palm Beach, FL.

Dycom Industries, Inc.

Dow Closes At Record Highs On Iran Truce Optimism, While Nasdaq Snaps Four-Day Win Streak On Weak Chip Stocks —  META, BA, AAL, DY, VRRM In Focus

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<ul class="summary-bullets"><li>The S&amp;P 500 was flat, and the Dow Jones rose 0.4%, while the Nasdaq 100 lost 0.1%.</li><li>Oil prices eased amid positive statements from Iranian media, but the White House denied them.&nbsp;</li><li>Meta to sell artificial-intelligence chatbot subscriptions.</li></ul><p>U.S. benchmark stock indices ended mixed on Wednesday as investors assessed mixed signals amid the ongoing U.S.-Iran war, while easing oil prices supported industrial shares and the Dow, and weakness in chip stocks led the Nasdaq to snap a four-day win streak.&nbsp;</p><p>The&nbsp;<a href="https://stocktwits.com/symbol/SPX">S&amp;P 500</a> ended flat, the&nbsp;<a href="https://stocktwits.com/symbol/NDX">Nasdaq</a> 100 slipped 0.1%, and the&nbsp;<a href="https://stocktwits.com/symbol/DJI">Dow Jones</a> jumped 0.4% to record highs. The Russell 2000, which tracks stocks with small market capitalization, was also flat.&nbsp;</p><p>Among ETFs tracking benchmark indexes, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust&nbsp;</a>(QQQ) ended&nbsp;Wednesday around 0.1% higher. The&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) gained 0.3%.&nbsp;</p><p>The VanEck Semiconductor ETF (<a href="https://stocktwits.com/symbol/SMH">SMH</a>) fell 0.8%.&nbsp;</p><p>Meanwhile, retail sentiment on Stocktwits for SPY, QQQ and DIA was all in the “extremely bullish” territory with “extremely high” message volumes.&nbsp;&nbsp;</p><h2 class="st-heading-2"><strong>US Market Drivers</strong></h2><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>0.4%</td><td>50,644.28&nbsp;</td></tr><tr><td>S&amp;P 500</td><td>0.01%</td><td>7,520.36&nbsp;</td></tr><tr><td>Nasdaq 100</td><td>-0.1%</td><td>29,973.57&nbsp;</td></tr></tbody></table></figure></div><p>U.S. crude oil fell 5.55% to settle at $88.68 a barrel, as per data from CNBC, after Iranian state media said the country is committed to restoring commercial traffic through the Strait of Hormuz to pre-war levels within one month, per Reuters.</p><p>However, the White House denied the Iranian state media report and stated it as a “complete fabrication.” President Donald Trump said he was “not satisfied”&nbsp; with the negotiations with Iran, dampening expectations.&nbsp;</p><p>“The situation surrounding Iran remains highly fluid as negotiations continue toward a more durable peace agreement,” said Adam Turnquist at LPL Financial in an interview with Bloomberg.&nbsp;</p><p>“A meaningful reopening of the Strait of Hormuz will likely be necessary for oil prices to move sustainably lower.”&nbsp;</p><p>Meanwhile, chipmakers including Qualcomm (QCOM) and Intel (INTC) cooled off on Wednesday. Technology and financial sectors led declines, while consumer discretionary shares eked out minor gains.&nbsp;</p><p>Mega-cap tech stocks have seen a mild pullback recently, following their robust bull run over the past few weeks, as investors grow wary of sticky inflation and imminent rate hikes towards the end of the year.&nbsp;</p><h2 class="st-heading-2"><strong>Trending Stocks To Watch&nbsp;</strong></h2><p>Meta Platforms (<a href="https://stocktwits.com/symbol/META">META</a>): Shares of Meta Platforms gained after a report said the company plans to launch paid consumer subscriptions for its Meta AI chatbot.</p><p>Boeing (<a href="https://stocktwits.com/symbol/BA">BA</a>): The airplane manufacturer’s CEO made a positive forecast for this year and beyond, as the US planemaker raises production on its workhorse 737 Max jet.&nbsp;</p><p>American Airlines (<a href="https://stocktwits.com/symbol/AAL">AAL</a>): The carrier said it continues to see strong travel demand, even as surging jet fuel prices drive up ticket prices.&nbsp;</p><p>Dycom Industries&nbsp; (<a href="https://stocktwits.com/symbol/DY">DY</a>): Shares of Dycom Industries (DY) surged on Wednesday after the company reported first-quarter results that beat analyst expectations and raised its outlook for fiscal 2027.</p><p>Verra Mobility (<a href="https://stocktwits.com/symbol/VRRM">VRRM</a>): Shares of Verra Mobility (VRRM) nosedived more than 71% on Wednesday, hitting a record low as multiple analysts cut price targets and downgraded the stock following Avis' termination of its agreement with the company.&nbsp;&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/abbv-stock-gains-on-winning-fda-approval-for-rare-blood-cancer-drug/cZggZYAReru">ABBV Stock Gains On Winning FDA Approval For Rare Blood Cancer Drug</a></p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</p>

Traders work on the floor of the New York Stock Exchange (NYSE). Salesforce, Snowflake and Workday stocks fall to fresh lows. (Photo by Spencer Platt/Getty Images)

U.S. benchmark stock indices ended mixed on Wednesday as investors assessed mixed signals amid the ongoing U.S.-Iran war, while easing oil prices supported industrial shares and the Dow, and weakness in chip stocks led the Nasdaq to snap a four-day win st

Iranian state media said the country is committed to restoring commercial traffic through the Strait of Hormuz.

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Verra Mobility Corp - Ordinary Shares - Class A

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