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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 repeated tests of recent lows have traders focused on its heavy debt, financing costs and ability to fund AI infrastructure growth. Bears warn of dilution or financial distress, while bulls point to AI demand and contracted backlog and treat the weakness as a buying opportunity; Goldmans upgrade and ARKs purchases have not ended the debate.

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 under pressure amid a broader semiconductor selloff and concerns about AI spending, financing, and the sustainability of the trade; CEO Hock Tans remarks comparing some AI investing to gambling have become a flashpoint for traders. The community is split between viewing the decline as sector-wide weakness and a buying opportunity, and seeing persistent underperformance as a sign of deeper valuation or demand risks.

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 is drawing attention amid a prolonged post-IPO selloff, with traders citing lockup expirations and insider-share supply, a TD Cowen price-target cut, and concerns about OpenAI customer concentration, scaling, and Nvidia competition. Bears see continued selling pressure, while bulls argue the decline is overdone and point to Cerebras AI-chip technology and backlog.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is rebounding alongside semiconductor stocks after a steep, extended selloff, drawing dip buyers who see oversold conditions and continued AI-chip demand as support for a recovery. Others warn the bounce may be temporary, citing concerns about AI investment returns and debt, market uncertainty, and upcoming chip-sector earnings.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

STRKs volatile price action is being debated against concerns about token unlocks and dilution, which traders blame for persistent selling. Bulls point to Starknets quantum-resistant technology, Bitcoin integration, privacy features and possible shift to an independent Layer 1, while skeptics question whether those developments can overcome supply pressure.

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 AI and semiconductor rebound, as traders debate whether credit strains at AI infrastructure firms such as CoreWeave and uncertain returns on data-center spending could undermine chip demand. Dip buyers see continued AI demand and upcoming hyperscaler earnings and GTC commentary as reasons for confidence, while skeptics warn that the rally may fade.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

KTOS is drawing attention after a prolonged selloff and fresh lows, with traders debating whether high valuation, dilution and weak price action outweigh its defense-growth prospects. Bulls point to contract momentum and demand for drones and hypersonics as reasons the pullback may be an opportunity, while bears remain focused on the stocks continued decline.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is drawing attention over concerns that its debt-funded AI data-center buildout and heavy capital spending could strain cash flow, amplified by widening credit-risk indicators and broader jitters around AI infrastructure financing. Traders are split between fears that spending and customer concentration pose serious risks and the view that Oracles cloud demand and backlog can eventually justify the investment, with some buying the selloff.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

Scott Kirbys comments supporting a near-total inheritance tax have drawn sharp criticism, with some traders calling for a boycott of United. The discussion also focuses on the quarterly earnings report and recent share weakness, with traders divided between bearish concerns and potential upside if results and guidance reassure investors.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

SE is drawing attention for a sharp pullback despite strong Q2 growth; traders blame insider share sales and technical weakness, while bulls argue the sales were planned and point to Shopee and Monee growth as reasons to buy the dip.

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Why Kimbell Royalty (KRP) Might be Well Poised for a Surge

Kimbell Royalty (KRP) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Kimbell Royalty Partners Q2 2026 Earnings Call: Complete Transcript

Kimbell Royalty Partners (NYSE:KRP) reported second-quarter financial results on Friday. The transcript from the company's second-quarter earnings call has been provided below.
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How Much Upside is Left in Kimbell Royalty (KRP)? Wall Street Analysts Think 34.56%

The consensus price target hints at a 34.6% upside potential for Kimbell Royalty (KRP). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Kimbell Royalty (KRP) Upgraded to Strong Buy: Here's Why

Kimbell Royalty (KRP) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Kimbell Royalty Partners Announces Date for Third Quarter 2026 Earnings Release and Conference Call

Kimbell Royalty Partners Announces Date for Third Quarter 2026 Earnings Release and Conference Call Kimbell Royalty Partners Announces Date for Third Quarter 2026 Earnings Release and Conference Call PR Newswire FORT WORTH, Texas, Sept. 8, 2026 FORT WORTH, Texas, Sept. 8, 2026 /PRNewswire...

Kimbell Royalty Partners Boosts 2026 Production Guidance

Kimbell Royalty Partners Boosts 2026 Production Guidance Kimbell Royalty Partners Boosts 2026 Production Guidance PR Newswire FORT WORTH, Texas, Aug. 24, 2026 Relative to prior 2026 guidance issued with Q4 2025 earnings release, Kimbell expects:Record daily production, which at its midpoint for Q3...

Kimbell Royalty Partners Closes $221.2 Million Drop Down Acquisition

Kimbell Royalty Partners Closes $221.2 Million Drop Down Acquisition Kimbell Royalty Partners Closes $221.2 Million Drop Down Acquisition PR Newswire FORT WORTH, Texas, Aug. 21, 2026 FORT WORTH, Texas, Aug. 21, 2026 /PRNewswire/ -- Kimbell Royalty Partners, LP (NYSE: KRP) ("Kimbell" or the...

Kimbell Royalty (KRP) Q2 Earnings and Revenues Surpass Estimates

Kimbell Royalty (KRP) delivered earnings and revenue surprises of +60.00% and +18.05%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Kimbell Royalty Partners Announces Record Second Quarter 2026 Results

Kimbell Royalty Partners Announces Record Second Quarter 2026 Results Kimbell Royalty Partners Announces Record Second Quarter 2026 Results PR Newswire FORT WORTH, Texas, Aug. 7, 2026 Record Oil, Natural Gas and NGL Revenues, Record Lease Bonus and Other Income, Record Net Income, Record...

Kimbell Royalty Partners, LP Announces $215.4 Million Drop Down Acquisition

Kimbell Royalty Partners, LP Announces $215.4 Million Drop Down Acquisition Kimbell Royalty Partners, LP Announces $215.4 Million Drop Down Acquisition PR Newswire FORT WORTH, Texas, July 17, 2026 FORT WORTH, Texas, July 17, 2026 /PRNewswire/ -- Kimbell Royalty Partners, LP (NYSE: KRP) ("Kimbell...

Kimbell Royalty Partners LP engages in owning and acquiring mineral and royalty interests in oil and natural gas properties. Its oil and gas assets include mineral interests and overriding royalty interests. The company was founded by Robert Ravnaas, Robert Davis Ravnaas, Brett G. Taylor, and Mitch S. Wynne on October 30, 2015 and is headquartered in Fort Worth, TX.

Kimbell Royalty Partners LP - Units

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$KRP Zach's upgrades krp to strong buy number one. This was just done at 12:00 noon today

Jack Flash

$KRP Kimbell Royalty Partners, a Fort Worth oil and gas mineral and royalty owner, will borrow on its revolver to redeem half its Series A preferred units, 81,250 at $1,233.38 each or about $100.2M, on Nov 16, 2026. That equals about 21% of its $478.7M revolver debt at June 30, 2026, and 7.5% of total assets of about $1.33B. It pays 23% over the $1,000 issue (12% IRR now; 13%/14% from 2028/29); conversion at $15.07 needs 20 of 30 days at $19.59 (130%), above $16.285 at 15:59 ET Oct 16, 2026. Next: payment Nov 16; 81,250 preferred units stay outstanding.

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