SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

The sharp rally has no confirmed company-news catalyst; traders are focused on anticipation of the REGAL Phase 3 final analysis, which is triggered at 80 survival events after the last disclosed count of 78. Some interpret the CEOs anniversary message and SELLASs planned ASH presence as signs of a potential buyout, while others call that speculation and see the move as a rebound or possible short covering.

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 quarterly earnings report is the dominant focus, with traders watching guidance, subscriber engagement and advertising growth amid concerns about competition and a prolonged share-price decline. Many expect further weakness, while bulls argue pessimism is already priced in and see room for a rebound if results or the outlook are stronger than feared.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is drawing attention as traders position around the full Phase 3 melanoma results for its personalized cancer vaccine, intismeran, with Merck; the prior positive topline result has fueled a sharp rally. Bulls see validation of a broader oncology platform, while skeptics warn that expectations and valuation are stretched and debate a possible sell-the-news reaction.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

SRPTs sharp rebound is being attributed by traders to possible short covering and anticipation of upcoming DM1 and FSHD siRNA data, with Arrowheads RNAi results cited as supportive context. No new Sarepta catalyst is confirmed in the discussion, and some traders view the move as technical or part of broader biotech strength.

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 in AI-data-center and neocloud stocks, as traders debate financing risks and whether sector-wide concerns apply to the company. Co-CEO Daniel Roberts comments that data centers were built with cash and customer prepayments help fund GPU costs have reassured some bulls, while others remain concerned about dilution, execution and IRENs weak performance versus peers.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GMs quarterly earnings beat and new share-repurchase authorization are being overshadowed by a narrowed full-year profit outlook whose midpoint was unchanged, prompting a sharp selloff. Traders are split between viewing the buyback and stronger cash-flow outlook as support and seeing cautious guidance, lower U.S. sales, and cost pressures as reasons for the decline.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solanas volatile pullback and bounce amid broader crypto weakness are driving discussion, with traders watching support and Bitcoins direction. Dip-buyers are accumulating and staking, while bearish traders warn the recovery may fail and expect further downside.

ADMA Biologics, Inc. operates as a biopharmaceutical company, which is engaged in manufacturing, marketing, and developing specialty plasma-derived biologics. The firm operates through the following business segments: ADMA BioManufacturing and Plasma Collection Center. The ADMA BioManufacturing segment consists of immune globulin manufacturing and development operations. The Plasma Collection Center consists of source plasma collection facilities. The company was founded by Adam S. Grossman and Jerrold B. Grossman on June 24, 2004 and is headquartered in Ramsey, NJ.

Adma Biologics Inc

ADMA is drawing attention ahead of its Q3 earnings report, with traders watching whether ASCENIVs growth can offset continued weakness in BIVIGAM and restore confidence in the companys outlook. Some point to improving share-price momentum and buybacks, while others remain cautious because of the earlier short-seller allegations and questions about growth visibility.

Myriad Genetics, Inc. is a molecular diagnostics and precision medicine company committed to advancing health and well-being for all. It develops and commercializes molecular tests that help patients and providers uncover genetic insights. The company was founded by Walter A. Gilbert, Mark H. Skolnick, and Peter D. Meldrum in May 1991 and is headquartered in Salt Lake City, UT.

Myriad Genetics, Inc.

Myriads agreement to sell its prenatal testing business to Labcorp is driving the sharp rally, with traders viewing the cash transaction as a potential balance-sheet and strategic reset. Bulls welcome the deal and momentum, while skeptics argue the sale removes a revenue-generating business and leaves concerns about declining operations and debt; the transaction remains subject to approval.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

A sharp post-earnings selloff, despite a quarterly beat, has put Intuitive Surgicals growth outlook in focus: traders cite slower U.S. da Vinci procedure growth and guidance that did not improve, alongside valuation concerns. The community is split between buying the pullback on the companys robotic-surgery moat and recurring revenue, and waiting amid worries about competition and further growth deceleration.

statis crypto Watchlist

Bitcoin

Ethereum

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Are Concerns Over CoreWeave's Debt Overblown? ETFs in Focus

Concerns over CoreWeave's debt may be overblown, while optimism about its business model persists. Explore ETFs offering exposure to the AI computing firm.

CRWV Stock Tumbles Premarket: HSBC Sees 36% Downside For CoreWeave As AI Boom Faces Debt Test 

Equity

HSBC kept its $39 price target for CoreWeave, citing concerns about its debt and slowing demand for AI computing. 


Gartner Warns $3.5 Trillion AI Investments In Jeopardy, Reiterates Returns Don’t Justify Neocloud Buildout 

Research firm Gartner in an interview to CNBC warned that overexpansion in AI neocloud computing could leave $3.5 trillion in investments vulnerable to steep write-downs by 2030. 


CRWV, NBIS, IREN Stocks Tumble After Gartner Forecasts 80% Of Neocloud Market Will Cease To Exist By 2030 

Gartner warns that over $3.5 trillion in artificial intelligence capital spending faces potential impairment through 2030 due to a widening divide between infrastructure expenditures and actual market returns. 

RUM Stock Ticks Higher Overnight: Analyst Sees 94% Upside As $13B Anthropic Deal Sets Off AI Pivot

Texas Capital cited Quake AI’s expansion and Anthropic agreement as factors supporting stronger long-term revenue prospects. 


AI ETFs to Buy Now as Neocloud Reshapes Cloud Infrastructure 

Neocloud is reshaping AI infrastructure as demand surges. These three ETFs offer targeted exposure while reducing single-stock volatility.

WULF Stock In Focus: William Blair Says TeraWulf’s Pullback Could Offer 'Favorable' Entry Point, Sees 100% Upside 

TeraWulf received a bullish William Blair rating and $31 target as its AI power strategy gains traction.


CRWV Stock On Track For Third Straight Day In The Red Despite New Hudson River Trading Deal

CoreWeave signed a multi-year agreement with Hudson River Trading to provide AI infrastructure for the quantitative trading firm's research and model-development workloads.


5 ETF Areas of Last Week 

Cooling inflation and softer jobs data eased Fed rate-hike fears, while AI, neocloud and memory ETFs delivered strong gains last week.

BRUN Stock Soars After Securing Long-Term Lease To Expand GPU Compute Capacity — CEO Says 'This Gives Us Strong Visibility Into Recurring Revenue'

Boost Run said that, as part of the deal, 10X has agreed to provide immediate access to 20 MW of GPU infrastructure capacity, with plans to scale to 111 MW across three sites through 2027.


Invest in the neocloud companies powering AI infrastructure. The Roundhill Neocloud ETF (NCLD) offers actively managed exposure to GPU-as-a-Service platforms and AI data centers that support high-performance computing.

Roundhill ETF Trust - Roundhill Neocloud ETF

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>HSBC maintained its ‘Reduce’ rating and $39 price target for CoreWeave, implying 36.5% downside.</li><li>The firm warned that CoreWeave may struggle to match larger cloud providers’ returns.</li><li>HSBC also said that slower AI demand and borrowing costs nearing 15% could hurt growth.&nbsp;</li></ul><p>CoreWeave Inc. (CRWV) stock fell in Tuesday’s premarket trading after HSBC warned that rising debt costs and slowing AI demand could weigh on growth, pointing to a 36.5% downside potential from the stock’s last close despite a strong customer pipeline.&nbsp;</p><p><a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> traded over 2% lower in Tuesday’s premarket. Last week was the stock’s worst since November, as it plunged over 25% amid credit-market fears and growing macroeconomic concerns over high-yield debt refinancing.</p><h2 class="st-heading-2">HSBC Sees More Room For CoreWeave’s Share Fall</h2><p>According to an X&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/i/trending/2112413623956205887">post</a> by Brian Sozzi, Executive Editor of Yahoo Finance, HSBC Global Investment Research reiterated its bearish view on CoreWeave, warning that its business model may struggle to deliver returns compared with larger cloud computing companies.</p><p>In a research note on Monday, HSBC maintained its ‘Reduce’ rating on the AI cloud provider and kept its price target at $39. The target implied a 36.5% downside from the stock's last closing price. The bank also retained its earnings estimates, which remain well below Wall Street expectations.</p><h2 class="st-heading-2">CoreWeave’s Business Model Raises Questions</h2><p>CoreWeave supplies computing capacity for AI workloads and counts major technology companies, including Microsoft Corp. (MSFT) and OpenAI, among its customers. Its reported $104 billion revenue backlog and ties to Nvidia Corp. (NVDA) give high hopes. However, HSBC questioned whether the company can generate sufficient returns from its expensive infrastructure investments.</p><p>HSBC estimates that CoreWeave could bring in about $12 million in annual revenue for every megawatt of capacity in 2027. That compares with an estimated $17 million to $18 million for larger cloud providers. The firm attributes the difference partly to the broad services and more diversified customer bases that established hyperscalers have.</p><h2 class="st-heading-2">AI Demand And Financing Add Pressure For CoreWeave&nbsp;</h2><p>According to HSBC, CoreWeave secured several high-paying short-term contracts between May and September 2026. These included agreements signed in September that could generate roughly $40 million in annual revenue per megawatt, alongside deals involving SpaceX, Anthropic and Google.</p><p>However, the firm cautioned that slower growth among large language model (LLM) providers could weaken demand for short-term computing capacity. Rising borrowing costs could also make it harder for CoreWeave to finance additional infrastructure, especially if customers become less willing to commit to capacity before it is needed.</p><p>Bond yields near 15% have heightened market concerns about the company's financing risks. HSBC's longer-term non-GAAP earnings-per-share estimates for 2028 through 2030 are 50% to 70% below consensus forecasts. HSBC expects CoreWeave to achieve operating margins of 15% to 16% over the long term, compared with management's guidance of about 25%.</p><h2 class="st-heading-2">CRWV Stock: Retail View&nbsp;</h2><p>However, on Stocktwits, retail sentiment around the stock remained ‘extremely bullish’.&nbsp;</p><p>CRWV stock has declined 14% year-to-date.&nbsp;</p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nflx-stock-flat-overnight-netflix-s-largest-content-deal-with-brazil-media-giant-globo-fails-to-sway-retail-ahead-of-earnings/cZxq18eRBuO">NFLX Stock Flat Overnight: Netflix's ‘Largest Content Deal’ With Brazil Media Giant Globo Fails To Sway Retail Ahead Of Earnings</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The CoreWeave logo is displayed on a mobile phone, with the company's branding visible in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

CoreWeave Inc. (CRWV) stock fell in Tuesday’s premarket trading after HSBC warned that rising debt costs and slowing AI demand could weigh on growth, pointing to a 36.5% downside potential from the stock’s last close despite a strong customer pipeline.

CRWV Stock Tumbles Premarket: HSBC Sees 36% Downside For CoreWeave As AI Boom Faces Debt Test

CoreWeave Inc

HSBC Holdings plc

Roundhill MEME Stock ETF

Roundhill Neocloud ETF

Double beat (rev + EPS)

Revenue beat, EPS miss

EPS beat, revenue miss

Double miss

SpaceX ($SPCX) reports earnings after the close today. What do you expect?

Stocktwits

SpaceX

) reports earnings after the close today. What do you expect?

Feed

News

Sentiment

Fundamentals

Info

NCLD News