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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 steep selloff is fueling debate over its debt load, high financing costs and ability to fund AI-infrastructure expansion; bearish traders see refinancing and dilution risks, while bullish traders point to contracted demand and continued AI growth. Goldmans Buy upgrade and ARKs purchases have not eased the communitys concern about the financing outlook.

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 steep decline to fresh lows is being linked by traders to Trumps falling approval and approaching midterms, with many expressing concern that weakening political support is hurting the stocks sentiment-driven appeal. Some see the selloff as a buying opportunity, but bearish reactions dominate.

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 sharp selloff is being tied mainly to its convertible-note financing and the resulting dilution and debt concerns, alongside a broader retreat in AI data-center and neocloud stocks amid scrutiny of financing costs. Traders are frustrated with management and fear further downside, while some argue the financing overhang is easing and continue to cite long-term AI-hosting demand as a reason to buy the dip.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs upcoming Q3 earnings report is the main focus, with traders debating whether slowing growth and engagement concerns will weigh on results and guidance. Views are split: some expect further downside, while others see pessimism and recent cost and content-leadership changes as reasons for optimism.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is drawing attention after a steep selloff in memory stocks, amid weakness in South Koreas market and concerns about Chinese competitor CXMT, AI spending and memory-cycle normalization. Traders are divided between viewing the decline and rebound as a buying opportunity given the companys fundamentals and valuation, and expecting more downside from foreign selling and continued sector pressure.

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

Attention centers on Uniteds upcoming quarterly results after a sharp recent selloff, with traders debating whether demand and guidance can offset elevated fuel costs. A separate wave of criticism over CEO Scott Kirbys inheritance-tax remarks has prompted boycott and sell calls, though any business or market impact remains speculative.

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 for its prolonged selloff and repeated lows, despite defense-contract news and bullish analyst coverage. Traders debate whether the decline reflects sector pressure and an expensive valuation, alongside dilution and insider-sale concerns, or creates an opportunity based on Kratoss longer-term drone and defense growth prospects.

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

Direxion Daily Semiconductor Bull 3X Shares

A steep semiconductor selloff, amid concerns about AI spending, financing risks, and whether chip demand can justify the investment boom, has driven attention to SOXL; the funds sharp rebound has sparked a divide between dip buyers expecting a recovery and traders who see a temporary bounce before further declines. The leveraged ETF amplifies the sectors swings, and traders are watching upcoming earnings and spending commentary for evidence that AI demand remains robust.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Ahead of SpaceXs Q3 report, traders are focused on whether AI-compute investment can drive revenue growth and profitability; optimism about AI and Starlink expansion is countered by concerns about heavy spending and upcoming share unlocks. Musks pledge to give a SpaceX share to every U.S. child is also drawing attention, though implementation details remain unclear.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

A prolonged semiconductor selloff has put SOXX in focus, with traders debating whether doubts about AI spending returns, inflation and crowded positioning point to a deeper correction or an oversold bounce. Bears warn the AI trade may be unwinding, while bulls argue chip demand remains strong and the pullback could be temporary.

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Bet on These Photonics ETFs to Exploit the Next Wave of AI Revolution

Photonics is emerging as a key AI infrastructure technology, with surging investments and growth projections fueling interest in ETFs.

NOK Stock Rises Overnight: Analyst Calls Nokia AI Optical Dark Horse Trading At 'Conservative Valuation' 

Equity

Nokia’s optical networking business is gaining traction with AI and cloud customers, along with strong retail interest.


Photonics ETFs: The Next Big AI Infrastructure Opportunity?

We examine why photonics stocks are surging and highlight five ETFs.

Photonics: The Next Big AI Investment Opportunity?

As AI data centers push the limits of traditional networking, photonics is emerging as a key technology.

 Nokia's Massive AI Orders Overshadow Soft Guidance — BofA Sees 90% Upside 

Nokia received about €2.8 billion ($3.19 billion) worth of AI-related orders in the second quarter. 


NOK Stock Heads For Best Day In 2 Weeks After Solid Q2: Retail Chases ‘Biggest AI Play Right Now’

Nokia reported a rise in demand for network infrastructure used in artificial intelligence expansion.


KraneShares Trust - KraneShares Photonic and Optical ETF

Bearish Sentiment

<ul class="summary-bullets"><li>Rosenblatt initiated coverage of Nokia with a Buy rating and a $15 price target, implying 55% upside.&nbsp;</li><li>The firm sees Nokia benefiting from its growing optical networking business and scale-across technology.&nbsp;</li><li>Rosenblatt called Nokia an “AI optical powerhouse” valued like a traditional telecom company.&nbsp;</li></ul>Nokia Corp. (NOK) stock rose overnight after Rosenblatt initiated coverage with a ‘Buy’ rating, calling the telecom equipment maker an AI optical “Powerhouse” trading at a potentially conservative valuation. The firm sees Nokia benefiting from growing AI infrastructure demand as its business mix shifts toward AI.&nbsp;<a href="https://stocktwits.com/symbol/NOK">Nokia stock</a> traded over 1% higher overnight after a more than 13% decline in regular session, logging its worst day since June.<h2 class="st-heading-2">Rosenblat Lauds Nokia’s AI Infrastructure Positioning</h2>Rosenblatt started coverage on the telecom equipment maker at Buy and set a $15 price target, implying a 55% upside to the stock’s last closing price. The firm believes Nokia is better positioned for AI infrastructure expansion than investors currently recognize. Rosenblatt highlighted the company’s growing role in optical networking, particularly in an infrastructure layer that can be difficult for customers to replace once deployed.According to the analyst, Nokia has captured meaningful business in scale-across, one of three optical networking fabrics. Rosenblatt considers that segment especially valuable because equipment embedded into network designs can be challenging to swap out later.Scale-across networking is a specialized data center interconnect approach that links geographically separated AI compute clusters over wide-area networks (WANs) to function as a single logical super-cluster. Rosenblatt explained that this gives Nokia an advantage as data-center operators and other customers expand infrastructure to support AI workloads and as AI-related spending takes a larger share of Nokia’s overall business.<h2 class="st-heading-2">Nokia’s Valuation Could Have Room To Rise</h2>Rosenblatt's $15 valuation assumes Nokia currently gets roughly one-third of its infrastructure exposure from AI and the remaining two-thirds from telecom. The analyst believes that mix could change substantially as AI investment stays high.The firm says its price target is thus “potentially conservative” and that Nokia’s consistent shift towards AI could leave room for more. Nokia is a "powerhouse AI optical franchise trading at a telco multiple."In the fiscal second quarter (Q2), Nokia’s Network Infrastructure sales rose 12% year-on-year, driven by 20% growth in Optical Networks to €868 million ($1 billion) and 16% growth in IP Networks. Sales to AI and cloud customers more than doubled, rising 105%.&nbsp;On Monday, Nokia said Spain’s largest internet exchange, ESpanix, has deployed Nokia Deepfield Defender to protect its platform and connected networks from increasingly sophisticated distributed denial-of-service (DDoS) attacks. Additionally, Nokia is set to rejoin the Euro Stoxx 50 index starting next week, replacing Volkswagen after a one-year absence.&nbsp;<h2 class="st-heading-2">NOK Stock: Retail View&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory. The stock saw a 925% surge in message volume over the past week with a 0.3% gain in watchers.&nbsp;A user&nbsp;<a href="https://stocktwits.com/stockit111/message/664247754">said</a>, “Likely to see $15 in the near future. Notice, retrace happened before premarket today, in 24 hour market, due to AI fears. Could see back at $11 as soon as tomorrow.”&nbsp;NOK stock has gained 49% year to date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-crwd-elmt-okta-stocks-surge-to-52-week-highs-today/cZtVwofRBTh">Why Did CRWD, ELMT, OKTA Stocks Surge To 52-Week Highs Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Nokia logo is displayed on a smartphone on the top of a laptop.

Nokia’s optical networking business is gaining traction with AI and cloud customers, along with strong retail interest.

NOK Stock Rises Overnight: Analyst Calls Nokia AI Optical Dark Horse Trading At 'Conservative Valuation'

iShares U.S. Digital Infrastructure and Real Estate ETF

Nokia Corp

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