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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 sharp selloff and repeated tests of recent lows have traders focused on its heavy debt, financing costs and ability to fund AI infrastructure growth. Bears warn of dilution or financial distress, while bulls point to AI demand and contracted backlog and treat the weakness as a buying opportunity; Goldmans upgrade and ARKs purchases have not ended the debate.

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 drawing attention amid a semiconductor selloff, with traders focused on CEO Hock Tans warning that some AI investing resembles gambling and his comments about capital constraints. The remarks and worries about AI spending and financing have fueled bearish sentiment, while other traders see the pullback as a buying opportunity based on Broadcoms AI-chip growth; many also complain that the stock has lagged semiconductor peers.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is rebounding alongside semiconductor stocks after a steep, extended selloff, drawing dip buyers who see oversold conditions and continued AI-chip demand as support for a recovery. Others warn the bounce may be temporary, citing concerns about AI investment returns and debt, market uncertainty, and upcoming chip-sector earnings.

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 prolonged post-IPO selloff, with traders citing lockup expirations and insider-share supply, a TD Cowen price-target cut, and concerns about OpenAI customer concentration, scaling, and Nvidia competition. Bears see continued selling pressure, while bulls argue the decline is overdone and point to Cerebras AI-chip technology and backlog.

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 buildout and heavy capital spending could strain cash flow, amplified by widening credit-risk indicators and broader jitters around AI infrastructure financing. Traders are split between fears that spending and customer concentration pose serious risks and the view that Oracles cloud demand and backlog can eventually justify the investment, with some buying the selloff.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

STRKs volatile price action is being debated against concerns about token unlocks and dilution, which traders blame for persistent selling. Bulls point to Starknets quantum-resistant technology, Bitcoin integration, privacy features and possible shift to an independent Layer 1, while skeptics question whether those developments can overcome supply 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 AI and semiconductor rebound, as traders debate whether credit strains at AI infrastructure firms such as CoreWeave and uncertain returns on data-center spending could undermine chip demand. Dip buyers see continued AI demand and upcoming hyperscaler earnings and GTC commentary as reasons for confidence, while skeptics warn that the rally may fade.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

A sharp, volatile pullback in Celestica shares is drawing attention, with traders pointing to weakness across AI and data-center infrastructure stocks and continuing concern about dilution from the companys earlier equity offering. Some see the decline as an overreaction given the companys AI-related growth prospects and expect earnings to provide a catalyst, while others remain wary of the downtrend.

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

Scott Kirbys comments supporting a near-total inheritance tax have drawn sharp criticism, with some traders calling for a boycott of United. The discussion also focuses on the quarterly earnings report and recent share weakness, with traders divided between bearish concerns and potential upside if results and guidance reassure investors.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is drawing attention amid a steep selloff across neocloud and AI-infrastructure stocks, as traders weigh Gartners warning that massive AI investments may not generate adequate returns and question funding risks; concerns about Horizon 2 handover delays add to the debate. Sentiment is split between traders calling the shares oversold and betting on an AI-demand recovery, and those expecting further downside over execution, financing, and market risks.

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MYTE, APD, NAPA: Retail Investors Most Bullish On These 3 Stocks Pre-Market

Equity

Acquisitions and activist investor steps bring these three stocks in focus on Tuesday.

LuxExperience BV is a digital, multi-brand luxury group and an online shopping destination for luxury enthusiasts worldwide. Its product offerings include womenswear, menswear, kidswear, fine jewelry and watches, and lifestyle products. The company operates through the following segments: Mytheresa, Net-A-Porter (NAP) and Mr Porter (MRP), and Off-Price. The Mytheresa segment represents the Mytheresa business, including its online platform and retail store. The NAP & MRP segment comprises the in-season luxury online brands Net-A-Porter and Mr Porter. The Off-Price segment represents the off-season luxury brands YOOX and THE OUTNET. The company was founded in 2006 and is headquartered in Munich, Germany.

LuxExperience B.V. - ADR

Neutral Sentiment

As U.S. stock futures saw a slight rebound on Tuesday ahead of key inflation data due later this week, these three stocks captured the attention of retail investors pre-market, according to Stocktwits.MYT Netherlands Parent B.V. (MYTE)The parent company of Germany-based luxury online retailer Mytheresa surged in retail interest after announcing its acquisition of Richemont’s eCommerce platform Yoox Net-a-Porter (YNAP).In exchange for 100% of YNAP’s share capital, Richemont will gain a 33% stake in Mytheresa, with YNAP bringing €555 million ($608 million) in cash and no debt. Mytheresa will also receive a €100 million revolving credit facility from Richemont.Jefferies said it sees this as a “meaningful” opportunity for Mytheresa to enhance YNAP’s operations and build a stronger global luxury eCommerce platform, though they note execution risks and near-term pressures from industry-wide discounting. The brokerage maintained a ‘Hold’ rating with a $4 price target.On Stocktwits, sentiment for MYTE was ‘extremely bullish’ (97/100) as of 7:30 a.m. ET, despite shares being down nearly 2% pre-market.<figure class="image"><img style="aspect-ratio:1320/324;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/MYTE_sentiment_and_message_volume_Oct_8_pre_market_3d15934dd5.png" alt="MYTE sentiment and message volume Oct 8 pre-market.png" width="1320" height="324"><figcaption>MYTE sentiment and message volume Oct 8 pre-market | source: Stocktwits</figcaption></figure>Air Products and Chemicals, Inc. (APD)Shares of industrial gas giant Air Products surged 9.5% on Monday after reports indicated that activist investor Mantle Ridge has taken a $1 billion stake in the company. The investment firm is expected to push for changes in APD’s capital allocation and succession plans.Jefferies upgraded the stock to ‘Buy’ from ‘Hold’ and raised the price target to $364 from $295.Analyst Laurence Alexander believes the activist involvement could refocus Air Products’ narrative towards “quality growth” and boost shareholder returns.Retail sentiment for APD was ‘extremely bullish’ (94/100) on Stocktwits, while the stock was down just 0.2% pre-market.<figure class="image"><img style="aspect-ratio:1320/324;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/APD_sentiment_and_message_volume_Oct_8_pre_market_2b49ede64e.png" alt="APD sentiment and message volume Oct 8 pre-market.png" width="1320" height="324"><figcaption>APD sentiment and message volume Oct 8 pre-market | source: Stocktwits</figcaption></figure>Duckhorn Portfolio Inc. (NAPA)Shares of luxury winemaker Duckhorn Portfolio more than doubled on Monday after it announced a <a href="https://stocktwits.com/news-articles/markets/equity/napa-stock-doubles-on-butterfly-buyout-bid/cJcQ1iIREE">$1.95 billion take-private deal</a> with private equity firm Butterfly Equity.Additionally, the company’s quarterly profit surpassed analyst expectations, further fueling investor enthusiasm.Following the news, BMO Capital raised the price target to $11 from $9, while Barclays lifted it from $6 to $11, both maintaining ‘neutral' ratings.On Stocktwits, sentiment for NAPA was ‘extremely bullish’ (97/100) as of 7:30 a.m. ET, with the stock holding flat pre-market.<figure class="image"><img style="aspect-ratio:1320/324;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/NAPA_sentiment_and_message_volume_Oct_8_pre_market_daf48675c2.png" alt="NAPA sentiment and message volume Oct 8 pre-market.png" width="1320" height="324"><figcaption>NAPA sentiment and message volume Oct 8 pre-market | source: Stocktwits</figcaption></figure> &nbsp;For updates and corrections email newsroom@stocktwits.com.

Air Products & Chemicals Inc.

MYT Netherlands Parent BV-ADR

Duckhorn Portfolio Inc (The)

$SPCX

$NFLX

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$META

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

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '27	-$0.14	--	--	N/A
Q4 '26	-$0.09	-$0.20	-113.99%	MISSED
Q3 '26	-$0.14	-$0.19	-34.44%	MISSED
Q2 '26	-$0.09	$0.10	209.68%	BEAT
Q1 '26	-$0.29	-$0.73	-154.73%	MISSED

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Upcoming Earnings: Q1 '27

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