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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 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

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.

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.

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.

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.

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.

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.

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.

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.

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LW Q1 Earnings Beat Estimates on Higher North America Volume

LW fiscal Q1 results beat estimates as higher North America volume offset International weakness, prompting raised fiscal 2027 guidance.

Lamb Weston Holdings, Inc. engages in the production, distribution, and marketing of value-added frozen potato products. It operates through the following segments: North America and International. The North America segment includes frozen potato products sold in the United States, Canada, and Mexico to quick service and full-service restaurants and chains, foodservice distributors, non-commercial channels, and retailers. The International segment primarily includes frozen potato products sold outside of North America. The company was founded in 1950 and is headquartered in Eagle, ID.

Lamb Weston Holdings Inc

McDonald's Supplier Lamb Weston Posts ‘Solid’ Q3 Beat, But Stock Tumbles On Narrowed Outlook: Wall Street Still Sees Hope

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<ul class="summary-bullets"><li>On Wednesday, LW raised its net sales forecast for the year in the range of $6.45 billion to $6.55 billion, up from previous guidance in the range of $6.35 billion to $6.55 billion</li><li>&nbsp;BofA Securities cut LW’s price target, citing lowered multiples from shorter-term headwinds, tough restaurant traffic backdrop, and lower peer multiples re-ratings</li><li>Retail sentiment around LW jumped to ‘bullish’ from ‘neutral’ one day ago, amid ‘extremely high’ message volumes</li></ul>Lamb Weston Holdings, Inc. (LW) drew attention from Wall Street analysts after the fries and frozen potato products maker reported third-quarter results on Wednesday,&nbsp;narrowing its full-year earnings guidance and sending the stock down 9%, its worst session since December 2025.&nbsp;Shares of the company were down 0.2% in overnight trading heading into Thursday.<h2 class="st-heading-2">Lamb Weston Q3 Earnings Snapshot</h2>LW posted a 3% year-on-year growth in quarterly revenues, clocking $1.56 billion and beating Wall Street’s estimate of $1.48 billion. The company said it incurred a favorable foreign currency impact of $47.4 million during the quarter, and volume growth was driven by continued solid performance in LW’s North America segment.The company reported quarterly adjusted earnings of $0.72 per diluted share, beating Wall Street’s consensus of $0.61 per share. Providing forward guidance, LW said it expects to exceed its cost reduction target of at least $250 million by the end of 2028.LW raised its net sales forecast for the year in the range of $6.45 billion to $6.55 billion, up from previous guidance in the range of $6.35 billion to $6.55 billion. Fiscal.ai estimates 2026 revenue at $6.49 billion.However, the company narrowed its 2026 adjusted EBITDA outlook to a range of $1.08 billion to $1.14 billion, from a prior forecast of $1 billion to $1.2 billion. The midpoint of the revised range also comes in below market expectations of $1.11 billion, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a>. The company added that its guidance does not factor in the potential impact of evolving trade policies or possible refunds, but does reflect expectations of continued disruption in certain Middle East markets<h2 class="st-heading-2">Analyst Says Lamb Weston Q3 Results 'Solid'</h2>Bofa Securities said LW,&nbsp;a supplier to burger chain giant McDonald’s, reported a "solid" Q3 beat across sales, gross margin, and adjusted&nbsp;core earnings&nbsp;(EBITDA), but faces shorter-term headwinds, a tough restaurant traffic backdrop, and peer multiples re-rating lower amid stabilizing gross margin trends. BofA maintained a ‘neutral’ rating on LW and lowered the price target to $47 from $49, which represents a 22% gain to the stock’s last closing price.JPMorgan said LW shares showed volatility despite a constructively received print and "better than feared" earnings.&nbsp;The research firm maintained a ‘neutral’ rating on the stock and said LW’s adjusted EBITDA guidance reflects a stabilizing North American market and well-understood international pressures.<h2 class="st-heading-2">How Do Retail Traders Feel About LW</h2>On Stocktwits, sentiment around LW jumped to ‘bullish’ from ‘neutral’ one day ago, amid ‘extremely high’ message volumes. Engagement on the platform also surged: LW stock’s message volumes spiked 3300% over the last week.One bullish user<a href="https://stocktwits.com/GuruLulu/message/649175915"> said</a>, “$LW earnings weren’t that bad. Future looks good. Adding.”<stembedurl>https://stocktwits.com/GuruLulu/message/649175915</stembedurl>Year-to-date, LW stock has declined 8%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ayi-stock-falls-ahead-of-q2-earnings-retail-gets-more-bullish/cZ7xiotRIFp">Acquity Stock Falls Ahead Of Q2 Earnings — But Retail Gets More Bullish</a>

Close-up of a logo for Lamb Weston, frozen potato products company, printed on a Stealth Fries pack in Lafayette, California, January 22, 2021. (Photo by Smith Collection/Gado/Getty Images)

After reporting third-quarter earnings on Wednesday, LW stock fell 9%, its worst drop since December 2025

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