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United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude rises amid reports of tanker and energy-infrastructure attacks in the Middle East, stoking fears of supply disruptions and adding to inflation concerns. Traders are split between expecting further gains and arguing the rally is overextended or vulnerable to a pullback, with some noting that futures contract rollover can distort the move.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USAR is drawing attention after a prolonged selloff, with traders focused on dilution concerns, heavy spending before meaningful production, and frustration with managements limited communication during the CEO transition; weakness across rare-earth and critical-minerals stocks adds pressure. Some investors view the decline as an oversold opportunity tied to the long-term domestic supply-chain story, while others fear further losses and question the companys execution.

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 debt-heavy financing needs and whether AI demand can generate sufficient returns, sharpened by HSBCs bearish assessment and a broader selloff in neocloud stocks. Traders are split between fears that borrowing costs and execution risks threaten the business and bullish arguments that its contracted backlog and AI demand support the long-term case; some also note that a bullish analyst upgrade failed to reverse the selling.

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 dominates discussion, with traders pointing to upcoming share lockups, reported insider selling and an analyst downgrade, while also debating valuation and reliance on OpenAI amid competition. Bears expect more pressure; bulls argue the selloff is overdone and cite the companys technology and cash position.

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 discussed alongside Trumps falling approval and the approaching midterms, with traders tying the negative sentiment to political backlash over the Iran conflict and rising energy costs, as well as concerns about the companys business. The conversation is overwhelmingly bearish, though a few traders are looking for a bounce.

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 and cut its price target, citing long commercialization timelines and a lack of firm customer commitments; traders are also focused on delays around potential TVA deployment and the broader weakness in nuclear names. The downgrade has intensified bearish concerns about execution and cash burn, while some investors argue the selloff is excessive and are buying on the long-term nuclear-power thesis.

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 under pressure after its Q3 earnings beat failed to overcome disappointment with a full-year profit outlook that was narrowed without raising its midpoint, alongside weaker U.S. deliveries and market share. Traders debate whether the new buyback and stronger cash-flow outlook offset the cautious guidance, with some calling the selloff excessive.

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

GE Aerospace is drawing attention after reporting a third-quarter earnings beat and raising its full-year 2026 outlook, with traders also citing strong orders. The reaction is mixed: many praise the results, while others are frustrated that shares are lower despite the upbeat report and question the stocks valuation or point to profit-taking.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARA is drawing attention for a steep, prolonged selloff despite Bitcoin holding relatively firm, with traders emphasizing the stocks weak performance and lack of fresh company-specific news. Bearish discussion centers on the absence of signed AI/data-center tenants and concerns about management, debt, and dilution, while some traders view the decline as oversold and expect a possible rebound.

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 broad selloff in AI-infrastructure and neocloud stocks, fueled by concerns about whether heavy buildout spending can earn adequate returns and be financed sustainably, has driven NBIS discussion; traders also cite contagion from CoreWeave and Gartners warning about the sector. The community is split between viewing NBISs rebound as an oversold buying opportunity and expecting further declines, with funding needs and upcoming results central to the debate.

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Why Is GEV Stock Drawing Investor Attention Today?

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GE Vernova now expects 2026 revenue of $44–$45 billion, up from $41–$42 billion, and lifted its 2028 revenue target to $56 billion from $52 billion.

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<ul class="summary-bullets"><li>For Q4 2025, GE Vernova reported a better-than-expected revenue of $10.96 billion</li><li>Net income came in at $3.7 billion, supported by a $2.9 billion tax benefit.</li><li>China Renaissance initiated stock coverage with a ‘Buy’ rating and a price target of $966.</li></ul>GE Vernova (GEV) on Wednesday raised its full-year 2026 and 2028 revenue guidance, following regulatory approval for the acquisition of Prolec GE, which is expected to close on Feb. 2, 2026.For FY 2026, the company now forecasts revenue of $44 billion to $45 billion, up from $41 billion to $42 billion, with an adjusted earnings before interest, tax, depreciation, and amortization (EBITDA) margin of 11% to 13%.&nbsp;Segment-wise, Power is expected to deliver 16% to 18% organic revenue growth with margins of 16% to 18%. Wind revenue is projected to decline at a low double-digit rate, with an EBITDA loss of around $400 million, while Electrification revenue is seen at $13.5 billion to $14 billion, including roughly $3 billion from Prolec GE.Looking ahead to FY2028, the company now targets $56 billion in revenue, up from the $52 billion it had forecast earlier.<h2 class="st-heading-2">Q4 Results</h2>For Q4 2025, GE Vernova reported revenue of $10.96 billion, up 4%, and above Wall Street estimates of $10.22 billion, according to Fiscal.ai data. Net income came in at $3.7 billion, supported by a $2.9 billion tax benefit. &nbsp;The company also declared a quarterly dividend of $0.50 per share.<a href="https://stocktwits.com/symbol/GEV">GEV stock</a> was down nearly 3% in pre-market trading but climbed marginally higher after the opening bell.“Given our strong free cash flow generation, we ended the quarter with a healthy cash balance of nearly $9 billion, which continues to give us confidence to invest in our core businesses and return cash to shareholders through our share repurchase actions and quarterly dividend payment, while maintaining a strong investment grade balance sheet,” said&nbsp;GE Vernova CFO&nbsp;Ken Parks.&nbsp;Separately, China Renaissance initiated coverage of GE Vernova with a ‘Buy’ rating and a price target of $966.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment on Stocktwits flipped to ‘extremely bullish’ from ‘neutral,’ amid ‘extremely high’ message volumes.One user spoke about the stock’s steady upside move.<stembedurl>https://stocktwits.com/terrin07/message/643149766</stembedurl>One user speculated on why the stock's movement didn’t align with the overall earnings.<stembedurl>https://stocktwits.com/Mahvalousday/message/643119968</stembedurl>The stock has gained over 97% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the GE Vernova company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

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