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

USO is drawing attention as crude prices climb amid fears of supply disruptions from Middle East shipping and energy-infrastructure attacks, with traders also watching Ukrainian strikes on Russian oil assets. Bulls cite the supply risks, while bears argue the rally is stretched and could reverse if diplomacy or eased Russian sanctions restores supply; higher oil is also fueling inflation concerns and pressure on broader markets.

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 to fresh lows is drawing attention, with traders citing share-unlock overhang and insider selling, alongside a TD Cowen price-target cut and concerns about OpenAI customer concentration and competition from Nvidia. The community is split between buyers calling the stock oversold and bears expecting further pressure until lockup expirations pass and the company demonstrates growth and scaling.

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.

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 long commercialization timelines and a lack of firm customer commitments, amid questions about delays to the proposed TVA deployment. Traders are split between viewing the selloff as an overreaction to the rating and seeing it as a warning about execution risk and the companys ability to turn its reactor technology into binding projects.

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 results are driving attention: traders cite strong revenue growth and margins but debate the GAAP EPS miss and the absence of forward guidance, with many waiting for the earnings-call outlook to assess the report and valuation.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led rebound after the AI-linked selloff has QQQ traders debating whether the move is a lasting recovery or a brief relief rally, with upcoming megacap earnings seen as a test. Concerns about AI infrastructure spending and credit risks, alongside surging oil and inflation worries, are keeping sentiment volatile.

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 will expire unexercised if holders miss the deadline has become the main focus, with the share price below the exercise threshold. Traders disagree over whether the warrants will lapse and remove a potential dilution overhang or whether Ryan Cohen will take action to make them valuable; some warrant holders express frustration while bulls point to his recent share purchases.

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.

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 Q3 earnings beat and stronger cash-flow outlook, alongside a new share-repurchase authorization, are driving discussion. Traders are weighing those positives against the stocks decline, pointing to a narrowed but unchanged-midpoint profit outlook and softer U.S. sales as reasons the beat did not spark a stronger reaction.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTX is drawing attention after reporting a strong third-quarter earnings beat and raising its full-year sales, earnings, and cash-flow outlook, with strength across its aerospace and defense businesses. Traders are broadly positive, though some question how much of the guidance increase reflects IEEPA cost recovery versus underlying growth.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

RBLX Stock Downgraded Ahead Of Earnings, Analyst Says Stock Could Fall Another 18%

Equity

Jefferies downgraded Roblox shares to ‘Underperform’ from ‘Hold’ and kept a $38 price target.


VanEck Converts Gaming ETF into GENZ ETF Targeting Digital Native Economy

VanEck today announced the relaunch of the VanEck Digital Native Economy ETF (Ticker: GENZ), effective April 9, 2026, formerly known as the VanEck Gaming ETF (BJK). The fund now seeks to track the...

VanEck ETF Trust - VanEck Digital Native Economy ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Jefferies said the stock’s roughly 30% rally since second-quarter results reflects an overly optimistic bookings outlook.</li><li>The firm expects Roblox’s recovery in U.S. and Canada users and bookings to be "longer and more costly" than the market expects.</li><li>It added that Roblox’s new discovery algorithm could limit short-term user growth by favoring games with stronger long-term retention.</li></ul><p>Roblox (<a class="mention" data-mention="$RBLX" data-symbol-id="RBLX" href="https://stocktwits.com/symbol/RBLX" target="_blank">RBLX</a>) stock fell in early morning trade on Monday after Jefferies downgraded the shares, stating that the roughly 30% rally since the company’s second-quarter results had priced in too much improvement in bookings.</p><p>Jefferies downgraded Roblox to ‘Underperform’ from ‘Hold’ while keeping its price target at $38, according to a note to investors cited by TheFly. The target implies about 18% downside from Friday’s close.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260928_074344330_e6ef4f366b.png" alt="koyfin_20260928_074344330.png" width="2400" height="1240"><figcaption><a class="mention" data-mention="$RBLX" data-symbol-id="RBLX" href="https://stocktwits.com/symbol/RBLX" target="_blank">RBLX</a> stock price performance year-to-date on September 28 as of 7:45 a.m. ET | Source: Koyfin</figcaption></figure><p><a href="https://stocktwits.com/symbol/RBLX">RBLX stock</a> fell nearly 5% in premarket trading. On Stocktwits, retail sentiment around the company remained in ‘bearish’ territory over the past day.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/edited_95acb2e8_c96a_486c_ad35_4a3b266a872918274982093036346943_0e58950de7.jpg" alt="edited_95acb2e8-c96a-486c-ad35-4a3b266a872918274982093036346943.jpg" width="960" height="1552"><figcaption><a class="mention" data-mention="$RBLX" data-symbol-id="RBLX" href="https://stocktwits.com/symbol/RBLX" target="_blank">RBLX</a> stock retail sentiment on September 28 as of 7:45 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Jefferies Sees Slower Roblox User Recovery</h2><p>Jefferies said Roblox’s 30% rise since its second-quarter results "reflects an overly optimistic view" of bookings over the next 12 months. The firm expects the recovery in users and bookings in the U.S. and Canada to be "longer and more costly" than the market expects.</p><p>Jefferies also flagged Roblox’s new discovery algorithm, which favors games with stronger long-term retention. The firm expects the algorithm change to limit short-term user growth over the next few quarters, even though it could improve engagement and the quality of the games surfaced to users over time.</p><p>Jefferies remains positive on Roblox’s efforts to expand into new game genres and attract more users aged 18 and older. Daily users in that demographic rose 32% in the second quarter.</p><h2 class="st-heading-2">Roblox Bookings Growth Slowed In Q2</h2><p>In the second quarter (Q2), Roblox&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rblx-stock-plunges-overnight-roblox-ceo-retention-bet-comes-at-the-cost-of-near-term-growth/cZNED9zRJ2V">reported</a> bookings of about $1.6 billion, up 8% from a year earlier and at the low end of its guidance. That compared with 43% growth in the first quarter.</p><p>Revenue rose 36% to about $1.5 billion, while daily active users increased 10% to 123 million. Free cash flow climbed 66% to $294 million, although the company reported a net loss of $185 million.</p><p>Management attributed the weaker bookings growth in part to lower spending per hour among younger users in the U.S. and Canada. Those players had moved away from the viral games that drove unusually high spending in 2025.</p><p>The discovery algorithm change added another layer of uncertainty. Roblox guided for third-quarter bookings to decline 14% to 18% and withdrew its full-year guidance.&nbsp;</p><h2 class="st-heading-2">Legal And Competitive Risks Add To Roblox Concerns</h2><p>Last week, a Los Angeles judge allowed Los Angeles County’s lawsuit against Roblox to proceed after rejecting the company’s attempts to have the case dismissed. The county alleges that Roblox failed to provide adequate safeguards around age verification, moderation and interactions between children and adults, exposing young users to sexual exploitation and other harmful content.</p><p>The Los Angeles case is also part of a broader wave of legal scrutiny. Other government entities, including Texas, have pursued similar claims, while an Ohio securities lawsuit alleges that Roblox misled investors about its child-safety protections.</p><p>Competition is another consideration, with Meta’s (META) new AI creation tools posing a potential challenge to Roblox’s position in user-generated content.</p><h2 class="st-heading-2">All Eyes On Q3 Earnings Next&nbsp;</h2><p>Roblox's third-quarter (Q3) report, scheduled for Wednesday, is the next test of whether bookings are recovering. Wall Street expects the company to report a loss per share of around $0.42 on $1.63 billion in revenue.</p><p><strong>Read also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/mag-7-voices-jensen-huang-elon-musk-mark-zuckerberg-shape-week-of-ai/cZMSpltRBQ3"><strong>MAG 7 Voices: Jensen Huang, Elon Musk, Mark Zuckerberg Shaped A Week Of AI Debate</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Roblox displayed on a tv screen and DualSense controller are seen in this illustration photo taken in Krakow, Poland on September 30, 2024.

Jefferies downgraded Roblox shares to ‘Underperform’ from ‘Hold’ and kept a $38 price target.

ARK Next Generation Internet ETF

Genzyme Corp.

Roblox Corp.

SPDR S&P Software & Services ETF

$SPCX

$NFLX

$TSLA

$META

Which earnings release are you most looking forward to this week: $SPCX, $NFLX, $TSLA, or $META? Drop a comment for others.

Feed

News

Sentiment

Fundamentals

Info

GENZ Genzyme Corp.

Fundamentals

Latest GENZ News