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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 selloff amid weakness in AI-infrastructure stocks has put its heavy debt burden, financing costs and insider selling at the center of the debate; a Goldman Sachs upgrade and reported ARK buying have not eased the concern for many traders. Bears warn of dilution or default, while bulls point to contracted AI-compute demand and see buying opportunities, leaving the stocks support levels in sharp focus.

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 steep post-IPO selloff, with traders pointing to upcoming share unlocks, reported insider selling, and a TD Cowen price-target cut as sources of pressure. The debate is whether the decline is temporary supply and AI-sector weakness or reflects deeper concerns about customer concentration, growth, and valuation; some traders see an oversold opportunity while others expect further downside.

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 is dominated by concerns that its convertible-note financing and added shares will dilute investors, alongside weakness across AI and data-center infrastructure stocks. Bears question management, debt and execution, while some holders see the decline as an oversold pullback and remain bullish on the companys longer-term AI hosting opportunity.

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 semiconductor selloff as traders question the returns and financing behind AI infrastructure spending, with CEO Hock Tans warning that some AI investing resembles gambling adding to concerns. Bears see his comments and AI-credit risks as reasons for continued weakness, while bulls argue demand and Broadcoms fundamentals remain intact and view the decline as a buying opportunity.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealths quarterly earnings beat and raised full-year outlook, alongside improved medical-cost trends, are driving attention. Bulls view the results as evidence of a turnaround and welcome the rebound, while skeptics question whether the improvement will last and point to the stocks volatile reaction despite the strong report.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers recent climb toward a 52-week high and a key round-number resistance level is driving discussion, with traders highlighting bullish chart momentum and a defensive rotation into pharma. Others question whether the move can hold, pointing to resistance and the absence of a single clear near-term catalyst.

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.

Concerns about Oracles debt-heavy AI data-center buildout, rising credit risk and weak free cash flow dominate discussion, alongside pressure on AI infrastructure stocks. Traders are split between seeing the spending and backlog as a path to future cloud growth and fearing that borrowing costs and execution risks could overwhelm demand.

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 stocks, fueled by concerns about neocloud financing, debt and whether heavy AI spending will generate sufficient returns. Traders are split on whether the rebound from oversold levels signals a recovery or a temporary bounce, with some arguing Nebius is better positioned than more debt-heavy peers.

Aventus Network

Aventuss disclosure that an attacker exploited a code vulnerability to mint and sell AVT has fueled attention to the tokens sharp swings in thin markets; the team says the exploit is patched and the attacker has exited. Traders are split between hoping for a low-float rebound and worrying about concentrated holdings, supply changes, and persistent selling 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 rebound after a broad AI and semiconductor selloff, as traders debate whether heavy AI infrastructure spending and debt financing can generate adequate returns. Bulls point to continued chip demand and company announcements, while skeptics warn of an AI spending bubble and further sector weakness.

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U.S. Adds 440,000 Millionaires in 2025 as Wealth Hits Record Highs OR Driven by the Stock Market, U.S. Minting Millionaires at Record Pace

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Schwab Q3 Earnings Beat on Higher NIR, Stock Slides on Revenue Miss

SCHW's Q3 earnings beat estimates on higher net interest revenues and trading activity, but shares slid over 4.5% pre-market as revenues missed expectations.

The Charles Schwab Corporation (SCHW) Q3 Earnings Beat Estimates

Charles Schwab (SCHW) delivered earnings and revenue surprises of +1.81% and -0.26%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

FISV, NU, LPLA: Analyst Picks Top 3 Financial Stocks In ‘Forgettable Year’ For Sector

Equity

According to Morningstar’s Sean Dunlop, financial services have lagged in 2026 due to AI-disruption fears and rising interest rates.

JPMorgan Chase & Co. (JPM) Q3 Earnings and Revenues Lag Estimates

JPMorgan Chase & Co. (JPM) delivered earnings and revenue surprises of -3.20% and -3.90%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

If You Invested $1000 In LPL Finl Hldgs Stock 15 Years Ago, You Would Have This Much Today

LPL Finl Hldgs (NASDAQ:LPLA) has outperformed the market over the past 15 years by 5.03% on an annualized basis producing an average annual return of 18.15%. Currently, LPL Finl Hldgs has a market capitalization ofread more...

Will LPL Financial's Asset-Gathering Strategy Continue to Pay Off?

LPLA's August activity shows strong client and advisory asset growth, with acquisitions and solid NNAs supporting its asset-gathering strategy.

Here's How Much $100 Invested In LPL Finl Hldgs 15 Years Ago Would Be Worth Today

LPL Finl Hldgs (NASDAQ:LPLA) has outperformed the market over the past 15 years by 4.43% on an annualized basis producing an average annual return of 17.85%. Currently, LPL Finl Hldgs has a market capitalization ofread more...

Valero Energy Corporation Elects Matt Audette to its Board of Directors

Valero Energy Corporation (NYSE: VLO, Valero) announced today that Matt Audette has been elected as an independent director to Valeros board of directors (the Board) and has joined the Boards Audit Committee, effective immediately. Mr. Audette is the President and Chief Financial Officer of LPL...

Here's How Much $1000 Invested In LPL Finl Hldgs 15 Years Ago Would Be Worth Today

LPL Finl Hldgs (NASDAQ:LPLA) has outperformed the market over the past 15 years by 5.99% on an annualized basis producing an average annual return of 19.4%. Currently, LPL Finl Hldgs has a market capitalization ofread more...

LPL Financial Holdings, Inc. operates as an advisor-mediated marketplace as an independent broker-dealer and is an investment advisory firm and a custodian. It offers integrated technology solutions, brokerage and advisory platforms, clearing, compliance, business and planning and advice services, consultative practice management programs, and training. The company provides personalized financial guidance to American families seeking wealth management, retirement planning, financial planning, and asset management solutions. LPL Financial Holdings was founded in 1989 and is headquartered in San Diego, CA.

LPL Financial Holdings Inc

Bullish Sentiment

<ul class="summary-bullets"><li>The firm believes the sector's tough year will continue and does not “see the trend reversing anytime soon.”&nbsp;</li><li>The Financial Select Sector SPDR Fund has gained just 0.76% year-to-date, while the SPDR S&amp;P 500 ETF Trust has surged nearly 14% higher in the same time.&nbsp;</li><li>However, the analyst said the market has likely overreacted to three stocks in the sector: LPL Financial Holdings, Fiserv, and Nu Holdings.</li></ul>In 2026, U.S. equities have had a solid run, with the S&amp;P 500, Nasdaq and Dow Jones hitting fresh highs despite geopolitical and economic uncertainty. However, the financial sector has largely underperformed the broader market.&nbsp;According to Morningstar’s Sean Dunlop, sector director of financial services equity research, three names:&nbsp;<a href="https://stocktwits.com/symbol/LPLA">LPL Financial Holdings Inc. (LPLA)</a>,&nbsp;<a href="https://stocktwits.com/symbol/FISV">Fiserv Inc. (FISV)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/NU">Nu Holdings Ltd. (NU)</a> are outliers. He named these as his top sector picks.&nbsp;<h2 class="st-heading-2">Why Financials Have Underperformed The S&amp;P 500</h2>According to Dunlop, financial services have lagged because of fears of AI disruption and rising interest rates.“It has been a forgettable year for financial services companies, with rippling concerns about artificial intelligence disruption weighing heavily on share prices” for various financial services firms, he said in a post. “Even banks saw a (short-lived) selloff as investors continued grappling with a shifting competitive environment.”Meanwhile, “stubbornly higher inflation” led the Federal Reserve to raise interest rates for the first time since 2023 in September, further increasing pressure on the sector and leading to a “significant underperformance” relative to the broader market.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/XLF">Financial Select Sector SPDR Fund (XLF)</a> has gained just 0.76% year-to-date, while the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> has surged nearly 14% higher in the same time.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261015_061353051_e51e1640e5.png" alt="koyfin_20261015_061353051.png" width="2400" height="1500"></figure>The firm believes the sector's tough year will continue and does not “see the trend reversing anytime soon.”&nbsp;<h2 class="st-heading-2">The Outliers: LPLA, FISV, NU Stocks</h2>Despite seeing the sector as overvalued, the analyst believes that the market “has likely overreacted” in the case of LPL Financial Holdings, Fiserv, and Nu Holdings.&nbsp;Dunlop explained in his post that after an early-2026 selloff, LPL Financial has made progress toward returning to mid- to high-single-digit organic net new asset growth. However, the analyst noted that the company will need to “either introduce a credible alternative monetization strategy for client sweep cash, which represents 30%-35% of gross profit today but is perceived to be at risk from AI disruption, or else exhibit signs that the AI-enabled cash management risk is a non-issue.”Morningstar has priced LPLA stock at $543, implying nearly 68% upside from its last close.&nbsp;Meanwhile, the analyst said that although Fiserv faces significant issues, 2026 has been a “reset year,” with the market having overreacted to its recent difficulties. “We think the company retains a moat on both sides of its business, with a scale-driven cost advantage for its merchant acquiring and issuer processing businesses, and its bank tech operations enjoying high switching costs,” Dunlop said.&nbsp;He added that the company’s cloud-based point-of-sale and business management platform, Clover, has ongoing opportunities “to monetize its SMB clients and shows it can adapt successfully to industry changes,” noting that the company could stabilize its operations. He said that the company’s projections “call for mid-single-digit top-line growth and stable margins in the future. With shares trading at a double-digit free cash flow yield, we see the market valuation as overly pessimistic.”Morningstar has a target of $106 on FISV stock, implying about 130% upside from its last close.&nbsp;On Nubank, the analyst noted that the digital financial services company has “rapidly become Brazil’s largest online banking service provider, thanks to its industry-leading profitability and lean operating structure.” Dunlop noted that the firm plans to extend its growth profile by exporting to other Latin American markets and the United States. “We think the shares overcorrected in the first half of 2026 after rising unemployment and higher inflation in Brazil sent them spiraling. While the shares have partially recovered, they still trade below our fair value estimate, as we believe the market is discounting them too heavily for lingering credit quality concerns,” he said.&nbsp;Morningstar has a target of $16.60 on NU stock, implying about 11% upside from its last close.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261015_064117627_cdf9e42700.png" alt="koyfin_20261015_064117627.png" width="2400" height="1500"></figure><h2 class="st-heading-2">Retail Stance: LPLA, FISV, NU Stocks</h2>On Stocktwits, retail sentiment around LPLA and FISV was ‘neutral,’ while it was ‘bearish’ for NU.&nbsp;All three stocks were declining in the overnight session late Wednesday.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Wall Street. Manhattan. New York - stock photo

Fiserv, Inc.

Nu Holdings Ltd

Financial Select Sector SPDR Fund

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Current Price	$316.16
Prev Close	$320.96
Open	$320.96
Dividend Yield	0.34%
50-Day Moving Average	$341.67
Beta	1.02
Avg. Volume	808,331.09
PE Ratio	25.21

52-Week High	$400.16
52-Week Low	$260.15
Market Capitalization	$25.27B
EPS (Annual)	$10.92
Price to Book	4.35
Revenue Per Employee	$1.68M

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