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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

CoreWeave is drawing attention amid a selloff in AI infrastructure stocks and concerns that its heavy debt load and costly financing could constrain growth. Traders are split between warnings about dilution and default risk and bullish arguments about AI-compute demand, with Goldmans upgrade and ARKs purchases cited as counterpoints that have not settled the debate.

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 steep post-IPO selloff is dominating discussion, with traders citing successive share unlocks and insider selling, a TD Cowen price-target cut, and concerns about OpenAI customer concentration and the companys ability to scale. Sentiment is largely bearish, though some investors view the decline as oversold and are averaging down.

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

Broadcoms sharp underperformance amid a semiconductor selloff has fueled debate over AI spending sustainability and financing risks, with traders also citing CEO Hock Tans casino remarks as a drag on sentiment. Some see the decline as a buying opportunity, while others fear the AI trade is losing momentum.

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.

Oracle is drawing attention over concerns that its debt-funded AI data-center expansion, heavy capital spending and weak free cash flow could strain its credit profile, amid broader doubts about AI infrastructure financing and demand. Many traders remain bearish after the selloff, while others argue Oracles cloud business and backlog can eventually generate returns; speculation about financing arrangements and an upcoming investor event also appears.

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 steep AI-infrastructure selloff tied to concerns about neocloud financing, debt, and whether massive data-center spending will earn adequate returns, followed by a volatile rebound. Traders are split between viewing the decline as an oversold buying opportunityoften arguing NBIS is better positioned than CoreWeaveand expecting rallies to fade as sector and market uncertainty persists.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPY is drawing attention as the S&P 500 rebounds after a tech-led selloff, with investors watching upcoming major-company earnings for signs the recovery can hold. Traders are split between viewing the move as a relief bounce and expecting further downside, amid concerns about AI spending and debt, oil prices, and weak market breadth.

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 third-quarter earnings beat and raised full-year outlook, supported by improved medical-cost control, are driving attention. Traders are split between viewing the results as evidence of a turnaround and questioning whether the margin improvement will last, while many reacted to the stocks volatile, initially muted response to the report.

Silicon Motion Technology Corp. engages in the development, manufacture, and supply of semiconductor products for the electronics market. The firm’s products include Flash Controllers, Storage Solutions, and others. It offers embedded and expandable storage, radio frequency integrated circuits, and embedded graphics. The company was founded by Wallace C. Kou in November 1995 and is headquartered in Hong Kong.

Silicon Motion Technology Corp - ADR

Silicon Motion Technology Corp.

SIMO is drawing attention for its growth in AI and data-center storage, particularly boot-drive shipments and MonTitan enterprise SSD controllers, alongside strong results and an upbeat outlook. Many traders see room for further growth, while others point to sharp share-price swings, technical weakness and dilution concerns tied to convertible notes.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led relief rally after a sharp AI-related selloff has put QQQ in focus, with traders debating whether the volatile rebound signals recovery or is a temporary bounce. Upcoming megacap earnings are a key test, while concerns about AI infrastructure spending and weak market breadth sustain bearish views.

Aventus Network

AVT is drawing attention as traders watch a volatile, thinly traded rebound for a breakout, focusing on trading volume and resistance levels. Aventus Clouds decentralized-compute and enterprise-appchain updates provide a bullish project narrative, but traders remain divided over whether momentum can persist amid low liquidity and selling pressure.

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

Current Price	$21.80
Prev Close	$21.26
Open	$22.02
Dividend Yield	N/A
50-Day Moving Average	$24.92
Beta	N/A
Avg. Volume	11,171.63
PE Ratio	N/A

52-Week High	$28.14
52-Week Low	$19.12
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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