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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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Lenovo Group Ltd. is an investment holding company, which engages in the development, manufacture and marketing of technology products and services. The firm operates through the following segments: Intelligent Devices Group (IDG), Infrastructure Solutions Group (ISG), and Solutions and Services Group (SSG). Its products include personal computers, workstations, servers, storage, smart televisions, and mobile products such as smartphones, tablets, and applications. The company was founded in 1984 and is headquartered in Hong Kong.

Lenovo Group Ltd. - ADR

DELL Stock On Track To Top $500 For First Time As AI Server Boom Gets Fresh Fuel From Lenovo, SMCI

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<ul class="summary-bullets"><li>Lenovo reported a 43% year-on-year revenue surge to $26.94 billion in the April-June quarter, while Wall Street expected revenue of $22.44 billion, according to Fiscal.ai data.</li><li>Morgan Stanley upgraded its broader U.S. IT hardware industry view to ‘In-Line’ from ‘Cautious’, citing evidence that the current hardware cycle is being driven by refreshes, pull-forwards and AI demand.</li><li>According to an Investing.com report, Goldman Sachs named Dell, HPE, and NetApp as the top U.S. hardware stocks amid a surge in AI demand.</li></ul>Dell Technologies Inc. (DELL) shares were on track to top $500 for the first time on Thursday, extending a recent rally as upbeat results from Chinese rival Lenovo Group (LVNGY) and strong guidance from Super Micro Computer Inc. (SMCI) fueled optimism across the AI server market.<a href="https://stocktwits.com/symbol/DELL">Dell shares</a> were up nearly 5% in Thursday’s pre-market trade, while U.S. rival Hewlett Packard Enterprise (HPE) shares gained about 4%. DELL was among the top trending tickers on Stocktwits at the time of writing. Dell shares have soared over 11% in the past month, while HPE shares have gained over 22%.<figure class="image"><img src="https://news.stocktwits-cdn.com/DELL_2026_08_13_17_20_41_b0f43df4e9.png" alt="DELL_2026-08-13_17-20-41.png" width="1526" height="918"><figcaption>Source: TradingView</figcaption></figure>According to an Investing.com <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/stock-market-news/goldman-sachs-names-top-us-hardware-stocks-amid-ai-demand-surge-93CH-5553040">report</a>, Goldman Sachs named Dell, HPE, and NetApp Inc. (NTAP) as the top U.S. hardware stocks amid a surge in AI demand.<h2 class="st-heading-2">Lenovo’s Best Quarter Yet, SMCI’s Blowout Guidance Boosts Sentiments</h2>Lenovo reported a 43% year-on-year revenue surge to $26.94 billion in the April-June quarter, while Wall Street expected revenue of $22.44 billion, according to Fiscal.ai data.Its adjusted net income soared 176% YoY to $1.1 billion, topping the $1 billion level for the first time. AI-related revenue surged 60% during this period to $9.3 billion, accounting for 35% of Lenovo’s total revenue during the quarter.Lenovo CEO Yuanqing Yang said that AI is emerging as a clear growth engine across every business group of the company. “Building on our leadership in PCs and Smart Devices, we are proud of our rapid emergence as a global leader in AI and Infrastructure,” he added.In AI compute, Lenovo’s AI server pipeline surged to $54 billion, up 157% sequentially, fueled by accelerating AI infrastructure demand and a rapidly expanding customer base, the company said.SMCI, one of the leading companies in the AI server market, posted a blowout fiscal year 2027 revenue guidance. The company forecast revenue in the $65 billion-$72 billion range, beating Wall Street expectations of $53.3 billion.<h2 class="st-heading-2">What Wall Street Is Saying</h2>Analysts at Morningstar believe that the AI server market’s growth wave is just getting started, with Dell expected to be one of the key beneficiaries of growing enterprise sales. The firm believes that this will drive “material” revenue growth for Dell.“If AI demand is truly durable, the cyclicality of the business will be reduced, and Dell's valuation is quite attractive. Its high growth rates combined with lower cyclicality warrant a higher multiple,” the firm said in a recent note.Morningstar also said that HPE could have further upside if it successfully integrates Juniper Networks, improves margins and revives growth in its hybrid cloud business while benefiting from rising AI server demand. The firm also highlighted HPE’s broad portfolio spanning servers, storage and networking, saying the company could be well positioned as enterprise AI inference workloads begin to scale.According to TheFly, analysts at Morgan Stanley upgraded their broader U.S. IT hardware industry view to ‘In-Line’ from ‘Cautious’, citing evidence that the current hardware cycle is being driven by refreshes, pull-forwards and AI demand.Morgan Stanley acknowledged that it misjudged the enterprise hardware market, while adding that it previously expected record component inflation to quickly weigh on a recovery in hardware spending.According to Koyfin data, of the 27 analysts covering Dell, 19 have a ‘Buy’ or ‘Strong Buy’ rating, while eight recommend ‘Hold’.For HPE, of the 22 analysts covering the stock, 13 have a ‘Buy’ or ‘Strong Buy’ rating, while nine recommend ‘Hold’.<h2 class="st-heading-2">What Retail Traders Think Of DELL, HPE Stocks</h2>Retail sentiment on Stocktwits around Dell and HPE trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.<a href="https://stocktwits.com/symbol/DELL">DELL stock</a> is up 285% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/HPE">HPE stock</a> is up 145%. The S&amp;P 500 ETF Trust (SPY) and the iShares Core S&amp;P 500 ETF (IVV) are up 20% over the past 12 months.The iShares Semiconductor ETF (SOXX) is up 119% during this period, while the State Street Technology Select Sector SPDR ETF (XLK) is up 41%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/csco-ai-revenue-opportunity-immense-growing-quickly-ceo-networking-supercycle/cZoqJGkRJhr">Cisco’s AI Revenue Opportunity Is ‘Immense and Growing Quickly,’ Says Morningstar — CEO Touts A ‘Networking Supercycle’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Dell Technologies Inc. is displayed on a smartphone screen.

Analysts at Morningstar believe that the AI server market’s growth wave is just getting started, with Dell expected to be one of the key beneficiaries of growing enterprise sales.

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