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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 caught in a sharp AI-infrastructure and neocloud selloff, as traders weigh concerns about heavy buildout spending, financing and whether future returns will justify it; Gartners warning about consolidation in the sector has added to the concern. After a rebound, the community is split between buyers calling the decline oversold and a chance to accumulate, and skeptics who see a temporary bounce with more downside risk.

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 record lows is fueling overwhelmingly bearish discussion, with traders linking the weakness to Trumps declining approval and midterm-election risk, as well as skepticism about the companys business fundamentals and Truth Social engagement. Some users argue the stock is driven more by political sentiment than operating performance, while a smaller bullish contingent sees potential for a rebound.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

Hot inflation readings and rising Treasury yields have intensified fears of tighter Fed policy, weighing on rate-sensitive small caps and pushing the Russell 2000 into correction territory. Traders are divided between expecting an oversold bounce near support and warning that the breakdown below key technical levels could extend the decline.

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

GMs upcoming third-quarter earnings report is the main focus, with traders weighing expectations for another strong quarter against uncertainty around costs. Discussion also centers on NHTSAs review of the L87 V8 recall remedy after reports of post-repair engine failures, and whether the issue could add warranty or legal exposure.

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

CEO Scott Kirbys support for steep wealth and inheritance taxes has drawn sharp criticism and boycott calls, with some traders arguing his political comments could hurt the airline. Attention is also focused on upcoming earnings, with debate over resilient demand and bullish expectations versus fuel costs and economic uncertainty.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude rallies on fears that escalating Middle East conflict and attacks on tankers and energy infrastructure could disrupt oil supplies, with traders also citing tight inventories. The community is split between bulls expecting further gains and bears who see a crowded, speculation-driven war premium that could unwind if diplomacy advances or supply concerns ease.

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 repeated new lows, with traders debating whether high valuation, insider selling and analyst target cuts are outweighing its contract wins and defense-growth outlook. Some see the pullback as a buying opportunity based on demand for drones, hypersonics and other defense systems, while others remain concerned about execution, profitability and continued downward price action.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Deltas Q3 earnings miss and reduced full-year outlook, driven by sharply higher fuel costs, are the main focus despite resilient travel demand and premium revenue. Traders are split between seeing strong bookings and fare pricing as supportive and worrying that fuel and other expenses will keep squeezing margins.

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 after a steep selloff to post-IPO lows, with traders citing staged lockup expirations and insider share sales as added selling pressure alongside a TD Cowen price-target cut. The bearish debate centers on OpenAI customer concentration and the companys ability to scale, while bulls point to its AI-chip technology and argue the shares are oversold.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Ciphers steep selloff alongside AI and data-center peers is widely blamed on its convertible-note financing and expected dilution, compounded by concerns about managements execution and weak sector sentiment. Most discussion is frustrated and bearish over repeated lows, while some traders maintain the long-term AI infrastructure thesis and see potential for an oversold rebound.

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Can The Hartford's Equitable Deal Strengthen Its Benefits Business?

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Lincoln Financial Closes $6.3 Billion Reinsurance Transaction with Talcott

Lincoln Financial (NYSE: LNC) announced that it has closed its previously announced reinsurance transaction with Talcott Financial Group (Talcott), with an effective date of October 1, 2026. The $6.3 billion total transaction includes the reinsurance by a Talcott subsidiary of approximately $5.8...

Lincoln Financial and EBRI Research Highlights the Critical Importance of Benefits Education and Communication

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The Zacks Analyst Blog Highlights Reinsurance Group, Lincoln National and Voya Financial

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Chubb Limited's Life Business Emerges as a Key Growth Engine

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Lincoln National Corp. is a holding company, which operates multiple insurance and retirement businesses through its subsidiary companies. It provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. It operates through the following segments: Annuities, Retirement Plan Services, Life Insurance, Group Protection, and Other Operations. The Annuities segment offers tax-deferred investment growth and lifetime income opportunities for its clients by offering fixed and variable annuities. The Retirement Plan Services segment includes employers with retirement plan products and services, primarily in the defined contribution retirement plan marketplaces. The Life Insurance segment focuses on the creation and protection of wealth for its clients by providing life insurance products, including term insurance, both single and survivorship versions of universal life insurance, variable universal life insurance, and indexed universal life insurance products. The Group Protection segment is involved in group non-medical insurance products, which includes term life, disability, dental, vision and accident and critical illness benefits and services to the employer marketplace through various forms of employee-paid and employer-paid plans. The Other Operations segment includes the financial data for operations. The company was founded in 1968 and is headquartered in Radnor, PA.

Lincoln National Corp.

LNC Stock Pops On Report Of Lincoln National’s Potential $5B Reinsurance Deal With Talcott

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<ul class="summary-bullets"><li>Discussions are focused on around $5 billion of universal life policies with secondary guarantees, reported Bloomberg.</li><li>Lincoln said transferring risk is among several options it is evaluating to boost free cash flow in its life insurance business.</li><li>The companies have not reached a final agreement, and the talks could still end without a transaction.</li></ul><p>Shares of Lincoln National Corp. (LNC) ended Monday’s session 2.82% higher after the insurer was reported to be in advanced talks with Talcott Financial Group for a reinsurance deal that could shift billions of dollars in life insurance reserves off its balance sheet.</p><h2 class="st-heading-2">LNC Could Transfer $5B In Life Insurance Policies</h2><p>The potential deal is expected to involve around $5 billion of universal life policies with secondary guarantees, reported Bloomberg, citing people familiar with the discussions. The sources said the talks are private and that no agreement has been reached yet, with both parties still able to walk away from the deal.</p><p>Secondary guarantees ensure that life insurance policies do not lapse, regardless of their value. While these policies provide benefits to policyholders, they can also become costly for insurers to keep on their balance sheets.</p><p>Lincoln said transferring risk off its balance sheet is among several options it is exploring to improve free cash flow in its life insurance business, according to the Bloomberg report.</p><h2 class="st-heading-2">Reinsurance Deals Help Insurers Free Up Capital</h2><p>Reinsurance agreements allow insurers to reduce risk exposure and free up capital that can be used for new products, including annuities and life insurance policies.</p><p>Lincoln previously reinsured a $28 billion portfolio with Fortitude Re in 2023, which included similar life insurance policies, fixed annuities and products with long-term care benefits.</p><p>Other insurers have also pursued similar transactions. Massachusetts Mutual Life Insurance recently reinsured $6 billion of policies with secondary guarantees through a deal with Nationwide Mutual Insurance.</p><p>Talcott, which is owned by investment firm Sixth Street Partners, has also completed reinsurance transactions, including a $10 billion variable annuity deal with MetLife.</p><h2 class="st-heading-2">LNC Stock: What Stocktwits Retail Sentiment Says</h2><p>On Stocktwits, retail sentiment for LNC was ‘neutral,’ while message volume was ‘high’ at the time of writing.</p><p>The <a href="https://stocktwits.com/symbol/LNC">LNC stock</a> has lost nearly 11% year-to-date.</p><p><strong>Also See:</strong> <a href="https://stocktwits.com/news-articles/markets/equity/sndk-stock-is-sliding-after-hours-why-wall-street-is-getting-more-bullish-on-sandisk-despite-the-selloff/cZmC5mtR7Yr">SNDK Stock Is Sliding After-Hours — Why Wall Street Is Getting More Bullish On Sandisk Despite The Selloff</a>&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

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

Shares of Lincoln National Corp. (LNC) ended Monday’s session 2.82% higher after the insurer was reported to be in advanced talks with Talcott Financial Group for a reinsurance deal.

The proposed transaction could move a large block of life insurance reserves off Lincoln’s balance sheet to improve capital flexibility.

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