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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 steep selloff has centered on concerns about its debt burden, distressed bond trading, and ability to finance its AI data-center expansion. Goldman Sachs Buy upgrade prompted hopes for a rebound, but traders debated whether the move could overcome financing risks, with bearish concerns about dilution or default competing with dip-buying and oversold-bounce calls.

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 fresh lows, as traders question the companys business prospects and debate whether Trumps political standing and the approaching midterms could further weaken its appeal. Sentiment is heavily bearish, though a few traders see the decline as a buying opportunity or cite possible merger and fusion developments.

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 being tied to soft residential roofing demand, housing-sector pressure and analyst target cuts, with traders also pointing to high rates and suspected dilution. Many are frustrated by the decline and managements limited communication, while some long-term holders remain optimistic about the building-products roll-up and future integration gains.

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

CBRS is drawing attention amid a steep post-IPO selloff, with traders pointing to IPO lockup share releases and reported insider selling as potential sources of pressure, alongside concerns about valuation, growth, and reliance on OpenAI. Bears expect further downside, while some bulls view the decline as overdone and are averaging in.

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

Robinhood shares are under pressure amid a sustained selloff, with analyst caution and valuation concerns ahead of earnings adding to traders worries; some also point to broader market weakness and crypto declines. The bearish mood and speculation about insider selling or unusual activity contrast with dip-buyers who see the decline as an opportunity.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is drawing attention for its steep selloff and persistent underperformance, with traders citing weakness in crypto and AI infrastructure alongside concern about its CoreWeave tenancy and delays in securing additional data-center tenants. Many blame management and a lack of communication, while some remain hopeful that Helios revenue or earnings will demonstrate the businesss potential.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Bitcoin and broader crypto-market volatility are driving attention, with traders repeatedly criticizing COIN for falling sharply on weak crypto days while lagging during rebounds. Sentiment is split between frustration over its underperformance and hopes for a recovery, with upcoming quarterly results adding to the debate.

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 REZZAYO supplemental application for priority review in invasive fungal-disease prevention is drawing attention, with traders focused on the potential label expansion and upcoming regulatory decision. Enthusiasm is tempered by frustration that the news has barely moved the share price and broader concerns about DefenCaths reimbursement and competition; acceptance does not guarantee approval.

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 surged after its Phase 3 APOLLO trial of bitopertin met both primary and all secondary endpoints in erythropoietic protoporphyria, strengthening the case for an FDA resubmission after an earlier rejection. Traders are weighing the positive results and potential short-covering against profit-taking, heavy selling, and the remaining regulatory uncertainty.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs better-than-guided third-quarter results and upbeat outlook for higher EBITDA have driven a sharp rally, with traders also discussing potential short covering. Bulls see improving steel pricing and contracts supporting a recovery, while skeptics question whether the outlook can overcome the companys debt and past volatility.

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IREN's Redbank Campus Adds 900MW To Its Plans, But Power Is Not Secured Yet 

Equity

Redbank could lift IREN’s Australian development pipeline to 1.7GW, with construction expected in phases over six to eight years.

Investment Managers Series Trust II - Tradr 2X Long IREN Daily ETF

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<ul class="summary-bullets"><li>IREN outlined plans for a 900MW Redbank data center in Australia, outside its secured 5GW power portfolio.</li><li>The project remained in early assessment, with grid connection and New South Wales planning approvals still pending.</li><li>IREN shares matched their quarterly low at the close Tuesday, amid broader weakness in AI cloud stocks and spending concerns.</li></ul><p>IREN Limited (IREN) is expanding its Australian data center ambitions with a proposed 900-megawatt campus in New South Wales, but the project remains outside the company’s announced 5-gigawatt secured-power portfolio.&nbsp;</p><p>The Nasdaq-listed group outlined early plans for the site, called Redbank, in a post on<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/IREN_Ltd/status/2110149386600947768"> X.</a>&nbsp;</p><figure class="image"><a class="st-link-external" href="https://x.com/IREN_Ltd/status/2110149386600947768" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_14_at_5_47_29_AM_9b26e1ebc8.png" alt="Screenshot 2026-10-14 at 5.47.29 AM.png" width="782" height="632"></a><figcaption>Source: @IREN_Ltd/x</figcaption></figure><h2 class="st-heading-2">Redbank Remains Outside IREN’s Secured-Power Portfolio</h2><p>IREN shares edged lower in premarket trading on Wednesday after the company told investors that a proposed data center campus in regional New South Wales is “not included in our announced 5GW secured-power portfolio.”</p><p>IREN said the project was at the early assessment stage. The Bitcoin (BTC) miner said it was working toward a grid connection, and Redbank is the first site IREN has announced outside the secured figure.&nbsp;</p><h2 class="st-heading-2">Early Stage And Unsecured</h2><p>IREN said it was holding a public discussion about Redbank ahead of lodging a scoping report, which it described as the first step in the New South Wales planning approval process.</p><p>The company said it wanted local residents to have information on the proposal before that filing. The project was expected to create local jobs and stimulate the Wagga Wagga region's economy. However, community opposition has shaped data center proposals in Australia this year, and IREN tried to win over Redbank residents before the formal process began.</p><h2 class="st-heading-2">Second Australian Site Faces Long Development Timeline&nbsp;</h2><p>IREN reportedly planned to spend more than $10 billion on the 900-megawatt facility, according to a Capital Brief&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.capitalbrief.com/briefing/iren-plans-more-than-10b-data-centre-for-wagga-wagga-114bd944-9e24-4427-bd9a-9a60405f6370/">report</a>, which said the company expected to pay more than $200 million to Wagga Wagga City Council over 30 years toward a community benefit fund, infrastructure projects, and rates.&nbsp;</p><p>The report said the project targeted a grid connection in 2029 and would be built in stages over six to eight years, with the scoping report due at the end of October and community sessions set for November 4 and November 5. The announcement raised IREN’s Australian pipeline to 1.7 gigawatts.</p><h2 class="st-heading-2">What The Annual Report Shows</h2><p>In its annual report, filed with the U.S. Securities and Exchange Commission (SEC), IREN disclosed nine announced data center projects. Redbank wasn’t one of them. As of that date, the company had signed grid connection agreements, letters of agreement, or equivalents totaling about 5 gigawatts in the United States, Canada, Spain, and Australia.</p><p>The list included Bundey in South Australia. IREN announced the 800-megawatt campus on June 3 and said it had signed a transmission connection agreement securing four 330-kilovolt feeder exits, with energization to come from 2028. Redbank has no similar agreement.</p><h2 class="st-heading-2">IREN Stock: Retail Remains Bullish</h2><p><a href="https://stocktwits.com/symbol/IREN">IREN stock</a> was down 0.4% in early morning trade. On StockTwits, retail sentiment around IREN remained in the ‘bullish’ zone, with ‘extremely high’ chatter levels over the past day.</p><p>IREN closed at $34.80 on Tuesday and has fallen in the five sessions before.&nbsp;</p><p><strong>Read also: </strong><a href="https://stocktwits.com/news-articles/markets/equity/robinhood-gets-a-price-target-hike-from-truist-as-wall-street-s-earnings-outlook-improves/cZxBnkORBYg"><strong>Robinhood Gets A Price Target Hike From Truist As Wall Street’s Earnings Outlook Improves</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the IREN Limited logo is seen displayed on a smartphone screen. (Source: Getty Images)

IREN Limited (IREN) is expanding its Australian data center ambitions with a proposed 900-megawatt campus in New South Wales, but the project remains outside the company’s announced 5-gigawatt secured-power portfolio.

IREN Adds 900MW Redbank Proposal To Australian Pipeline – But It Comes With A Key Caveat

IREN Limited

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