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 rises amid concerns that Middle East tensions and attacks on shipping and energy infrastructure could disrupt supply. Traders are divided between expecting further gains from the supply-risk premium and betting that diplomacy, easing tensions, or an overextended rally could pull prices back.

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 drawing attention after a sharp selloff across AI infrastructure and neocloud stocks, fueled by worries about financing costs, debt, and whether AI buildout spending will earn adequate returns. Traders are split on whether the oversold rebound signals stabilization or is a bull trap, with some arguing Nebius is better positioned than more debt-heavy peers.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

Small caps are under pressure amid hotter inflation readings and concerns that interest rates may stay higher, with traders noting the Russell 2000s sensitivity to borrowing costs and its technical weakness. Some see oversold conditions and sector rotation as support for a rebound, while others expect further downside if key support fails.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MSCIs new index rules have raised the possibility that Strategy could be removed from major benchmarks, fueling concerns about forced passive-fund selling and adding pressure amid Bitcoin volatility. Traders are split between expecting further downside and buying the dip, with dilution and the companys preferred-stock buyback strategy also drawing criticism; removal has not been confirmed.

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 shareholder warrants are nearing expiration is driving attention, with traders focused on whether the shares can rise above the exercise price before the deadline. Bears expect the warrants to expire worthless, avoiding dilution, while bulls speculate that Ryan Cohen may take action to lift the stock or extend the deadline.

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 rebound after a sharp semiconductor selloff, as traders debate whether AI infrastructure spending can generate sufficient returns and whether debt risks at companies such as CoreWeave signal broader trouble. Bears see more downside if capex and financing concerns persist, while bulls view the pullback as overdone and expect upcoming earnings and guidance to reinforce AI-chip demand.

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 linked to concerns about Trumps political standing ahead of the midterms and doubts about the companys business prospects, including Truth Social engagement. The discussion is overwhelmingly bearish, though some traders see a potential bounce or short squeeze.

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 caught in a broader semiconductor and AI-stock selloff, with traders questioning whether AI infrastructure spending can be financed and generate sufficient returns; some also say CEO Hock Tans casino remarks hurt sentiment. The discussion is split between bears focused on AVGOs weak performance versus chip peers and dip-buyers citing AI demand and the NTT DOCOMO VMware agreement.

The Coca-Cola Co. engages in the manufacturing and marketing of non-alcoholic beverages. It operates through the following segments: Europe, Middle East and Africa, Latin America, North America, Asia Pacific, Global Ventures, and Bottling Investments. The company was founded by Asa Griggs Candler on May 8, 1886 and is headquartered in Atlanta, GA.

Coca-Cola Co

KFCs planned switch from Pepsi to Coca-Cola beverages across its U.S. restaurants is drawing attention, with traders viewing the deal as a competitive win for KO and debating whether the rally can continue. The conversation also highlights KOs defensive relative strength amid tech weakness, alongside concerns that the shares look extended.

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 has investors focused on whether CLS can hold support, with some traders buying the dip while others expect further declines. The selloff is being weighed against optimism about AI-infrastructure demand and an upcoming earnings report, though traders disagree on whether that optimism is already priced in.

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Grab These ETFs to Capitalize on the Physical AI Wave

Physical AI is reshaping robotics, autonomous vehicles and smart manufacturing. Discover three ETFs offering diversified exposure to this fast-growing market.

Are Humanoid Robots the Next Trillion-Dollar AI Theme? ETFs in Focus

As the focus shifts from digital intelligence to physical intelligence, physical AI may be the next multi-trillion-dollar opportunity. These ETFs offer a way in.

Mobileye Global Shares Rally On $900M Mentee Robotics Deal

Equity

Mobileye will pay $612 million in cash and the rest in Class A common shares for humanoid robots the company. 

Humanoid Robot ETFs: Positioning for the Next Tech Revolution

Here's what you need to know about investing in the future of robotics.

KraneShares Trust - KraneShares Global Humanoid Robotics and Physical AI Index ETF

Extremely Bearish Sentiment

<ul class="summary-bullets"><li>The deal is expected to close in the first quarter of 2026. Mobileye said that strong traction in advanced vehicle autonomy and core</li><li>ADAS technology has created a current automotive revenue pipeline of $24.5 billion over the next eight years for the company.</li><li>Speaking at the Consumer Electronics Show (CES) 2026, the company’s CEO said it is competing on 100 million more Request for Quotation (RFQ) for chips, further increasing the pipeline.</li></ul>Shares of Mobileye Global Inc. (MBLY) surged over 10% in Tuesday’s after-market trading as the company announced plans to acquire Israeli startup Mentee Robotics for $900 million in a push into the humanoid robots market.The self-driving car systems firm will pay $612 million in cash and the rest in up to 26.2 million shares of Mobileye Class A common stock for the startup, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.mobileye.com/news/mobileye-to-acquire-mentee-robotics-to-accelerate-physical-ai-leadership/">according</a> to the company. The deal is expected to close in the first quarter of 2026.<h2 class="st-heading-2">Deal Contours</h2>This deal will combine Mobileye’s advanced AI technology and global production expertise with Mentee’s humanoid platform and AI capabilities that will result in a company that combines autonomous driving and humanoid robotics.Mobileye’s acquisition of Mentee comes even as other automakers make a strong push into humanoid robots. The deal is likely to put Mobileye in competition with <a href="https://stocktwits.com/symbol/TSLA">Tesla</a> Inc.’s (TSLA) Optimus.Mobileye said that strong traction in advanced vehicle autonomy and core ADAS technology has created a current automotive revenue pipeline of $24.5 billion over the next eight years for the company, up more than 40 percent compared to January 2023, the company said.The acquisition broadens the scope of the company’s business with a decisive step toward physical artificial intelligence with intelligence systems that will be able to understand context, intent, and interact with humans while acting safely.Mentee’s acquisition will accelerate its go-to-market strategy, with first on-site proof-of-concept deployments with customers expected in 2026, the company said. The deployments are expected to operate autonomously, and the company is targeting series production and commercialization in 2028.“Today marks a new chapter for robotics and automotive AI, and the beginning of Mobileye 3.0,” said Amnon Shashua, President and CEO of Mobileye. “By combining Mentee’s breakthroughs in humanoid robotics with Mobileye’s expertise in automotive autonomy, and its proven ability to productize advanced AI, we have a unique opportunity to lead the evolution of physical AI across robotics and autonomous vehicles on a global scale.”Mentee will operate as an independent unit within Mobileye for the foreseeable future and will gain access to Mobileye’s customer base as part of the deal.<h2 class="st-heading-2">Forward Guidance</h2>Speaking at the Consumer Electronics Show (CES) 2026, Shashua reiterated the forward guidance of a $24.5 billion projected revenue pipeline by 2033 based on signed contracts. This includes $18 billion in revenues awarded over the past three years.Shashua also said the company is competing on 100 million more Request for Quotation (RFQ) for chips, further increasing the pipeline.Since its inception, Mobileye’s chips have been deployed in over 230 million cars, Shashua said, estimating that this could be about one eighth of the total cars on the planet.The company receives data from over 8 million cars everyday to support its technology that builds high-definition maps and has harvested data over 32 billion miles. Three new OEMs have also joined the company in 2025, the company said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around MBLY stock trended in the ‘extremely bullish’ territory over the past day amid ‘extremely high’ message volume.One Stocktwits user opined that Mentee Robotics are quite capable compared to Tesla.&nbsp; <stembedurl>https://stocktwits.com/AlphaBull_10M/message/641016597</stembedurl>&nbsp;Another user called this a turn around play.<stembedurl>https://stocktwits.com/TheBullishTrade/message/641019239</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/MBLY">Shares of MBLY</a> were among the top trending tickers on Stocktwits at the time of writing. The stock has lost over 44% of its value in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/musk-xai-raises-20-billion-dollars-in-series-e-funding-round/cmxD4CPR4cT">Elon Musk’s xAI Raises $20B In Series E Funding Round, Exceeds Its Own Target</a> &nbsp;

In this photo illustration, a person holds a smartphone displaying the logo of Mobileye Global Inc.

KraneShares Global Humanoid and Embodied Intelligence Index ETF

MOBILEYE GLOBAL INC

Vanguard Extended Market ETF

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