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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 caught in a sharp AI-infrastructure and neocloud selloff, as traders weigh concerns about heavy buildout spending, financing and whether future returns will justify it; Gartners warning about consolidation in the sector has added to the concern. After a rebound, the community is split between buyers calling the decline oversold and a chance to accumulate, and skeptics who see a temporary bounce with more downside risk.

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 slide to record lows is fueling overwhelmingly bearish discussion, with traders linking the weakness to Trumps declining approval and midterm-election risk, as well as skepticism about the companys business fundamentals and Truth Social engagement. Some users argue the stock is driven more by political sentiment than operating performance, while a smaller bullish contingent sees potential for a rebound.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

Hot inflation readings and rising Treasury yields have intensified fears of tighter Fed policy, weighing on rate-sensitive small caps and pushing the Russell 2000 into correction territory. Traders are divided between expecting an oversold bounce near support and warning that the breakdown below key technical levels could extend the decline.

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 upcoming third-quarter earnings report is the main focus, with traders weighing expectations for another strong quarter against uncertainty around costs. Discussion also centers on NHTSAs review of the L87 V8 recall remedy after reports of post-repair engine failures, and whether the issue could add warranty or legal exposure.

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

CEO Scott Kirbys support for steep wealth and inheritance taxes has drawn sharp criticism and boycott calls, with some traders arguing his political comments could hurt the airline. Attention is also focused on upcoming earnings, with debate over resilient demand and bullish expectations versus fuel costs and economic uncertainty.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude rallies on fears that escalating Middle East conflict and attacks on tankers and energy infrastructure could disrupt oil supplies, with traders also citing tight inventories. The community is split between bulls expecting further gains and bears who see a crowded, speculation-driven war premium that could unwind if diplomacy advances or supply concerns ease.

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 after a prolonged selloff and repeated new lows, with traders debating whether high valuation, insider selling and analyst target cuts are outweighing its contract wins and defense-growth outlook. Some see the pullback as a buying opportunity based on demand for drones, hypersonics and other defense systems, while others remain concerned about execution, profitability and continued downward price action.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Deltas Q3 earnings miss and reduced full-year outlook, driven by sharply higher fuel costs, are the main focus despite resilient travel demand and premium revenue. Traders are split between seeing strong bookings and fare pricing as supportive and worrying that fuel and other expenses will keep squeezing margins.

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 after a steep selloff to post-IPO lows, with traders citing staged lockup expirations and insider share sales as added selling pressure alongside a TD Cowen price-target cut. The bearish debate centers on OpenAI customer concentration and the companys ability to scale, while bulls point to its AI-chip technology and argue the shares are oversold.

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 steep selloff alongside AI and data-center peers is widely blamed on its convertible-note financing and expected dilution, compounded by concerns about managements execution and weak sector sentiment. Most discussion is frustrated and bearish over repeated lows, while some traders maintain the long-term AI infrastructure thesis and see potential for an oversold rebound.

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Dell stock plunges 11%, leading data center sell-off as fears mount about 'enterprise AI timing'

Barclays downgraded Dell, HPE, and NetApp on concerns that enterprise AI adoption is lagging...

HPE, DELL, NTAP Stocks Downgraded, Barclays Sees No ‘Meaningful AI Inflection’ 

Equity

Barclays downgraded Dell Technologies, Hewlett Packard Enterprise and NetApp to ‘Equal Weight’ from ‘Overweight’.


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NetApp, Inc. engages in the provision of software, systems, and services to manage and share data on-premises. The firm also offers private and public clouds worldwide. It operates through the Hybrid Cloud and Public Cloud segments. The Hybrid Cloud segment provides a data storage portfolio for storage management and infrastructure solutions. The Public Cloud segment refers to a portfolio of products delivered primarily as-a-service. The company was founded by David Hitz, James K. Lau, and Michael Malcolm in April 1992 and is headquartered in San Jose, CA.

Netapp Inc

Extremely Bearish Sentiment

<ul class="summary-bullets"><li>Analyst Tim Long cut his price target on HPE to $77 from $83 and on Dell to $574 from $603, while maintaining his $219 target on NetApp.</li><li>Barclays said it was taking a more cautious approach to IT hardware stocks tied to enterprise spending.</li><li>It noted that higher commodity costs have supported revenue but a meaningful AI-driven growth inflection has yet to emerge.</li></ul>Dell Technologies (DELL), Hewlett Packard Enterprise Co. (HPE) and NetApp (NTAP) stocks fell in pre-market trade on Wednesday after being downgraded by Barclays on valuation concerns and lack of meaningful artificial intelligence (AI) driven growth.Analyst Tim Long lowered Barclays’ rating on all three to ‘Equal Weight’ from ‘Overweight’. He cut the price target on HPE to $77 from $83 and on Dell to $574 from $603. Long maintained Barclays’ $219 price target on NetApp.In a note to investors cited by TheFly, Barclays said it is taking a more cautious approach on IT hardware stocks "that are more aligned with enterprise spending." It noted that while valuations have moved up significantly and commodity costs have helped revenues, "we don't see a meaningful AI inflection yet," the analyst wrote.&nbsp;<a href="https://stocktwits.com/symbol/HPE">HPE stock</a> fell nearly 4% in the pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/NTAP">NTAP</a> and&nbsp;<a href="https://stocktwits.com/symbol/DELL">DELL</a> shares fell nearly 3%. On Stocktwits, retail sentiment around HPE and DELL continued to trend in ‘bearish’ territory over the past day. Sentiment around NTAP joined the cohort, dropping to ‘bearish’ from the ‘neutral’ zone over the past day.&nbsp;DELL stock was also among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">Barclays Targets Point To Limited Upside For HPE, Dell</h2>The downgrades come after substantial gains in all three stocks over the past year. HPE stock has climbed about 177%, while Dell stock has gained approximately 273%. NetApp shares have advanced around 101%.According to Koyfin data, HPE has a 12-month average analyst price target of $72.03, implying 4.6% upside potential from its current price of $68.81.&nbsp;Dell’s average target of $594.16 suggests 3.8% upside from $572.47. NetApp, however, trades above its average target of $211.69, implying 11.4% downside from $239.01.Barclays’ revised price targets paint a more cautious picture for HPE and Dell. Its $77 target for HPE implies 11.9% upside from Tuesday’s close, while its $574 target for Dell offers just 0.3% upside. For NetApp, Barclays’ unchanged $219 target implies 8.4% downside, less harsh than the Wall Street average.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-says-semiconductor-sell-off-is-way-overdone-nvda-mu-skhy-sndk-stocks/cZxBWE1RBoV">Dan Ives Says Semiconductor Sell-Off Is ‘Way Overdone’ As AI Spending Fears Rattle NVDA, MU, SKHY, SNDK</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of the logo of the American company Dell at the Mobile World Congress 2024. (Photo by Ramon Costa/SOPA Images/LightRocket via Getty Images)

Dell Technologies (DELL), Hewlett Packard Enterprise Co. (HPE) and NetApp (NTAP) stocks fell in pre-market trade on Wednesday after being downgraded by Barclays on valuation concerns and lack of meaningful artificial intelligence (AI) driven growth.

HPE, DELL, NTAP Stocks Downgraded, Barclays Sees No ‘Meaningful AI Inflection’

Dell Technologies Inc

Hewlett Packard Enterprise Co

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