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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 Goldman Sachs Buy upgrade are driving discussion, but the upgrade-fueled bounce quickly faded as traders focused on the companys heavy debt, borrowing costs, and ability to finance its AI infrastructure expansion. Dip buyers see an oversold setup and possible short squeeze, while bears warn of further losses or dilution if financing remains difficult.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXOs continued slide to fresh lows is dominating discussion, with traders pointing to weak housing and roofing demand, high rates, and analyst target cuts as pressures on the building-products roll-up. Many criticize perceived dilution and managements limited communication, while some long-term holders argue the selloff is excessive and continue buying.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

HOOD is drawing attention for a steep selloff, with traders pointing to analyst caution and target cuts, broader risk-off conditions, and weakness in crypto-related stocks as possible pressures ahead of earnings. The conversation is split between fears of further losses and dip-buying hopes that support will hold and the stock can recover.

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.

DJT is drawing attention for its steep slide to new lows, with many traders criticizing the companys business fundamentals and treating it as a Trump-linked meme stock; political fortunes and the approaching midterms are also cited as potential overhangs. Some traders still frame the depressed share price and merger or fusion prospects as a speculative opportunity.

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 shares are under pressure amid scheduled IPO lockup share releases, concerns about insider selling, and a TD Cowen price-target cut; traders also debate whether valuation, growth and OpenAI customer concentration leave room for further downside. Most discussion is bearish and frustrated, though some investors see the selloff as an oversold buying opportunity based on Cerebrass AI-chip potential.

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

MARAs steep, persistent selloff and weak performance despite relatively resilient Bitcoin are dominating discussion, with traders pointing to skepticism over the AI/data-center pivot and the lack of signed tenant contracts. Frustrated bears cite management and execution concerns, while some bulls view the decline as overdone and anticipate a rebound if Bitcoin strengthens or a lease is announced.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

The FDAs acceptance of CorMedixs supplemental application for REZZAYO prophylaxis with Priority Review is driving attention, putting a decision on the expanded indication on the regulatory path. Traders see potential for a broader growth opportunity, but some are frustrated that the news has not produced a stronger share-price response; approval is not assured.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

OKLOs steep decline is being discussed alongside concerns about ongoing share dilution, limited company updates, and a long path to licensing and revenue, with traders also pointing to weakness across speculative nuclear stocks. Some see the selloff as an oversold entry tied to long-term nuclear power demand, while others question the companys valuation and ability to execute.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares are surging after bitopertins Phase 3 APOLLO trial met both co-primary and all secondary endpoints in erythropoietic protoporphyria, addressing efficacy questions behind the FDAs earlier rejection; the company plans to resubmit its application. Traders are debating whether the positive data can sustain the rally, with profit-taking and selling pressure competing against bullish views and speculation about a short squeeze.

Centrus Energy Corp. engages in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment includes various components of nuclear fuel to utilities from its global network of suppliers. The Technical Solutions segment offers advanced engineering, design, and manufacturing services to government and private sector customers, and is deploying advanced nuclear fuel production capabilities to power existing, and next-generation reactors around the world. The company was founded in October 1992 and is headquartered in Bethesda, MD.

Centrus Energy Corp - Ordinary Shares - Class A

Centrus Energy Corp 

Centrus shares are drawing attention for their steep selloff and fresh lows, with traders frequently blaming share dilution and questioning the valuation and funding needs of its capital-intensive enrichment expansion. Some see the decline as an opportunity based on long-term U.S. nuclear-fuel demand, while others remain concerned about further downside and execution risks.

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Alphabet is drawing attention as shares weaken amid a broader tech and AI selloff, with traders focused on price support and upcoming earnings. The community is split between buying the dip on Cloud and Gemini optimism and expecting further downside amid concerns about AI competition, heavy spending, and the stocks muted response to positive developments.

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Accenture Expands Federal AI Push With Google's Gemini Agents, Months After OpenAI Partnership

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The companies are targeting government workflows with embedded AI engineers and pre-built agents, but have not disclosed contract values or named federal customers.

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Meta, Tesla, Nvidia, Micron and Alphabet take center stage as Q3 earnings season intensifies, with broad-based profit growth expectations offset by uneven revenue beats.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Bearish Sentiment

<ul class="summary-bullets"><li>The announcement builds on the Gemini Enterprise Business Group, established by Accenture and Google Cloud in September.</li><li>Accenture plans to train an initial group of Google Cloud-skilled engineers as part of its broader 1,000-person engineering workforce initiative.</li><li>The companies are developing pre-built AI agents for human resources, finance and supply chain operations.</li></ul>Accenture (ACN) and Google Public Sector announced on Monday the deployment of Gemini launchpads, a new capability designed to help U.S. federal agencies move artificial intelligence (AI) agents beyond experimentation and into government operations.The initiative pairs Google's (GOOG, GOOGL) Gemini technology with Accenture Federal Services' engineering expertise to build agents that can integrate with existing government systems and handle complex workflows.The announcement did not identify specific federal agency customers, disclose contract values or provide revenue projections, leaving the commercial contribution of the new initiative unclear.As of this writing, <a href="https://stocktwits.com/symbol/ACN">ACN stock</a> traded marginally in the red, while <a href="https://stocktwits.com/symbol/GOOG">GOOG stock</a> traded 0.5% higher in the premarket session.<h2 class="st-heading-2">How The Gemini Launchpads Work</h2>The launchpads will provide federal agencies with a centralized team of forward-deployed engineers who will work alongside government personnel to develop and deploy customized AI agents.Accenture said agencies will be able to connect Gemini to government datasets, identify potential applications, manage deployments and train employees through a centralized platform. Agency leaders will also be able to monitor agent performance and assess operational outcomes.The companies are developing pre-built agents for functions such as human resources, finance and supply chain management, targeting routine administrative work and data-gathering tasks.Accenture Federal Services CEO Ron Ash said embedding engineers alongside agency teams would help address operational challenges and move AI applications into core government functions.<h2 class="st-heading-2">Accenture's 1,000-Engineer AI Push Takes Shape</h2>The announcement builds on the Gemini Enterprise Business Group, established by Accenture and Google Cloud in September.As part of that broader initiative, Accenture committed to establishing a workforce of 1,000 forward-deployed engineers to help enterprise customers deploy Gemini-based AI applications.Accenture Federal Services is now training an initial cohort of Google Cloud-skilled engineers under the initiative, although it did not specify how many would focus on federal agencies.The latest move also follows Accenture Federal's May partnership with OpenAI, which similarly focused on helping federal agencies deploy AI across government operations. Federal agencies can also participate in hands-on workshops at Accenture's The Forge facility in Washington, D.C., where the companies will demonstrate agents and help identify potential applications.<h2 class="st-heading-2">What Retail Thinks of ACN and GOOG Stocks&nbsp;</h2>On Stocktwits, retail investors’ sentiment around ACN Stock and GOOG stock remained ‘bearish’.So far this year, ACN stock has fallen around 11%, while GOOG shares have risen nearly 7%. By comparison, the State Street SPDR S&amp;P 500 ETF Trust (<a href="https://stocktwits.com/symbol/SPY">SPY</a>), which holds both stocks, has risen around 12% over this period.&nbsp;See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/core-weave-not-circling-the-drain-says-analyst-but-warns-of-staggering-financial-obligations/cZx8NuRRBMZ">CoreWeave ‘Not Circling The Drain,’ Says Analyst — But Warns Of ‘Staggering’ Financial Obligations</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Accenture store is seen at Promenade Street in Davos, Switzerland on January 21, 2025. (Photo by Ömer Sercan Karku/Anadolu via Getty Images)

Accenture and Google Public Sector announced on Monday the deployment of Gemini launchpads, a new capability designed to help U.S. federal agencies move artificial intelligence (AI) agents beyond experimentation and into government operations.

Accenture plc - Ordinary Shares - Class A

Alphabet Inc - Ordinary Shares - Class C

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Traders are closely watching October 28th earnings as a pivotal catalyst for stock direction amid intense sector-wide consolidation.

Investors are weighing the massive capital expenditure on global data centers against long-term growth and potential share dilution risks.

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