SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Nokia Stock Rally Stays Super-Hot: Analysts See More Upside On AI Infra Strength

Equity

Momentum in Nokia’s AI-augmented networking offerings is driving upside, analysts say.


Tidal Trust II - Defiance Daily Target 2X Long NOK ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Morgan Stanley and JPMorgan raised their price&nbsp;targets on Nokia’s Helsinki-listed shares.&nbsp;</li><li>Argus upgraded the U.S. stock to ‘Buy’ from ‘Hold.’</li><li>Last week, Nokia said it was seeing strong demand for its AI networking hardware and raised the 2026 revenue growth outlook for its maintenance networking segment.</li></ul>U.S.-listed shares of Nokia&nbsp;Oyj rose 5.4% on Tuesday to notch another record close, and added 1.6% in overnight trading, as analysts turned more upbeat on the Finnish networking company following its quarterly report last week.&nbsp;The stock has now gained for four straight sessions and is on track to mark its best monthly performance since October 2025.Morgan Stanley raised its price target on Nokia’s Helsinki-listed stock to 11 euros from 8.50 euros previously, and JPMorgan raised its target to 12 euros from 6.90 euros, according to The Fly. The higher 12-euro target implies a 30% upside from the stock’s last close.&nbsp;Earlier in the week, Argus upgraded Nokia’s U.S. shares to ‘Buy’ from ‘Hold,’ and placed a $15 price target,&nbsp;implying a 33% upside from the last close. Momentum in Nokia’s AI business drove the upward revision.<h2 class="st-heading-2">Nokia Q1 Results Recap</h2>Last Thursday, Nokia reported first-quarter comparable sales in line with expectations and comparable profit ahead of expectations.More importantly, the company said&nbsp;its AI-augmented networking&nbsp;offerings are seeing healthy demand and raised the revenue growth target for its network infrastructure segment to 12% to 14% this&nbsp;year,&nbsp;up from the previous forecast of 6% to 8%.&nbsp;"As a result, we are currently tracking somewhat above the ⁠mid-point of ​our full year financial outlook of 2.0 billion to ​2.5 billion euros in comparable operating profit," CEO Justin Hotard said in a statement.A series of moves last year had set Nokia on a growth path. The company appointed Justin Hotard – a senior executive with experience at Intel and Hewlett Packard Enterprise – as President and CEO, and acquired Infinera, which significantly strengthened its optical networking portfolio.<h2 class="st-heading-2">Retail’s View On NOK</h2>On Stocktwits, the retail sentiment for NOK has climbed since its earnings report and was ‘extremely bullish’ on Tuesday. The ticker was amongst the top trending on the platform, with 24-hour message volume rising 56%.“$NOK not flashy, but this kind of strength usually leads to more,” said a trader.Another&nbsp;<a href="https://stocktwits.com/Moremoney123/message/651699422">wrote</a>: “$NOK the next important marker is institutional Q1 filings. Deadline is May 15. Good luck, if Fidelity adds to their 5%, or watch for Blackrock or Vanguard adding to their shares.”&nbsp;Year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/NOK">NOK stock</a> has gained 76%. If the move holds, it would be the stock’s best year since 2013.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-s-ark-invest-loads-up-on-crwv-googl-stocks-before-mega-tech-earnings-day/cZBq8D9Re3d">Cathie Wood’s ARK Invest Loads Up On CRWV, GOOGL Stocks Before Mega Tech Earnings Day</a>&nbsp;

A Nokia sign is seen on the opening day of Deutsche Telekom's digital X event at Media Park in Cologne, Germany, on September 18, 2024. (Photo by Ying Tang/NurPhoto via Getty Images)

Momentum in Nokia’s AI-augmented networking offerings is driving upside, analysts say. U.S.-listed shares of Nokia Oyj rose 5.4% on Tuesday to notch another record close, and added 1.6% in overnight trading.

iShares U.S. Digital Infrastructure and Real Estate ETF

Nokia Corp

$SPCX

$NFLX

$TSLA

$META

Which earnings release are you most looking forward to this week: $SPCX, $NFLX, $TSLA, or $META? Drop a comment for others.

Feed

News

Sentiment

Fundamentals

Info

LNOK News