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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 has focused discussion on its heavy debt, costly financing needs and insider selling, alongside concerns about broader weakness in AI infrastructure stocks. Traders are split between fears of dilution or default and hopes that contracted AI demand, analyst support and buying near recent lows could underpin a recovery.

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 steep post-IPO selloff, with traders pointing to upcoming share unlocks, reported insider selling, and a TD Cowen price-target cut as sources of pressure. The debate is whether the decline is temporary supply and AI-sector weakness or reflects deeper concerns about customer concentration, growth, and valuation; some traders see an oversold opportunity while others expect further downside.

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 quarterly earnings beat and raised full-year outlook, alongside improved medical-cost trends, are driving attention. Bulls view the results as evidence of a turnaround and welcome the rebound, while skeptics question whether the improvement will last and point to the stocks volatile reaction despite the strong report.

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 sharp, prolonged pullback and a wider semiconductor selloff, with traders debating whether concerns about AI spending, financing, and returns signal a broader downturn. Many blame CEO Hock Tans comments likening AI investing to gambling for worsening sentiment, while others view the selloff as a buying opportunity.

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 sharp selloff across AI-infrastructure stocks, fueled by concerns about neocloud financing, debt and whether heavy AI spending will generate sufficient returns. Traders are split on whether the rebound from oversold levels signals a recovery or a temporary bounce, with some arguing Nebius is better positioned than more debt-heavy peers.

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 rebound after a broad AI and semiconductor selloff, as traders debate whether heavy AI infrastructure spending and debt financing can generate adequate returns. Bulls point to continued chip demand and company announcements, while skeptics warn of an AI spending bubble and further sector weakness.

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 is dominated by concerns that its convertible-note financing and added shares will dilute investors, alongside weakness across AI and data-center infrastructure stocks. Bears question management, debt and execution, while some holders see the decline as an oversold pullback and remain bullish on the companys longer-term AI hosting opportunity.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers recent climb toward a 52-week high and a key round-number resistance level is driving discussion, with traders highlighting bullish chart momentum and a defensive rotation into pharma. Others question whether the move can hold, pointing to resistance and the absence of a single clear near-term catalyst.

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.

DJT is under pressure at new lows, with traders linking the decline to Trumps falling approval and approaching midterms. Discussion is largely bearish, though a few see a speculative buying opportunity, while others point to concerns about the companys media-business fundamentals.

Aventus Network

Aventuss disclosure that an attacker exploited a code vulnerability to mint and sell AVT has fueled attention to the tokens sharp swings in thin markets; the team says the exploit is patched and the attacker has exited. Traders are split between hoping for a low-float rebound and worrying about concentrated holdings, supply changes, and persistent selling pressure.

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Nutanix (NTNX) Falls More Steeply Than Broader Market: What Investors Need to Know

Nutanix (NTNX) closed the most recent trading day at $66.96, moving 4.32% from the previous trading session.

Brokers Suggest Investing in Nutanix (NTNX): Read This Before Placing a Bet

The average brokerage recommendation (ABR) for Nutanix (NTNX) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

MongoDB Falls 11% YTD: Here's Why You Should Buy the Stock Now

MDB's shares are down 11.1% YTD, but strong Atlas growth, expanding AI capabilities and rising earnings estimates make the pullback a buying opportunity.

G vs. NTNX: Which Stock Should Value Investors Buy Now?

G vs. NTNX: Which Stock Is the Better Value Option?

Nutanix (NTNX) Outperforms Broader Market: What You Need to Know

In the closing of the recent trading day, Nutanix (NTNX) stood at $74.62, denoting a +2.07% move from the preceding trading day.

Nutanix (NTNX) Laps the Stock Market: Here's Why

In the latest trading session, Nutanix (NTNX) closed at $71.52, marking a +1.58% move from the previous day.

SAIC (SAIC) Up 1.1% Since Last Earnings Report: Can It Continue?

SAIC (SAIC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Wall Street Bulls Look Optimistic About Nutanix (NTNX): Should You Buy?

Based on the average brokerage recommendation (ABR), Nutanix (NTNX) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Why Is Nutanix (NTNX) Down 1.8% Since Last Earnings Report?

Nutanix (NTNX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

G or NTNX: Which Is the Better Value Stock Right Now?

Nutanix, Inc. engages in the provision of a cloud platform leveraging web-scale engineering and consumer-grade design. It operates through the following geographic segments: United States, Europe, the Middle East, Africa, Asia Pacific, and Other Americas. The firm also provides software solutions and cloud services to customers' enterprise infrastructure. The company was founded by Dheeraj Pandey, Ajeet Singh, and Mohit Aron in 2009 and is headquartered in San Jose, CA.

Nutanix Inc - Ordinary Shares - Class A

Nutanix Acquires Ryax Technologies To Tackle GPU Bottlenecks In Agentic AI — Plans Integration Across Enterprise AI Platforms

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Extremely Bearish Sentiment

<ul class="summary-bullets"><li>Ryax adds GPU and CPU optimization plus AI-aware workload scheduling to Nutanix’s platform.</li><li>Nutanix plans to integrate the technology into Nutanix Kubernetes Platform and Nutanix Enterprise AI.</li><li>Ryax employees will join Nutanix in France and continue developing the technology.</li></ul>Nutanix Inc. (NTNX) is expanding its agentic AI infrastructure capabilities by acquiring France-based Ryax Technologies, whose software helps enterprises manage computing resources and automatically determine where AI workloads should run.Nutanix said Tuesday that Ryax’s GPU utilization and smart-scheduling technology is planned for integration into Nutanix Kubernetes Platform (NKP) and Nutanix Enterprise AI (NAI). Financial terms were not disclosed, and the company said the acquisition’s financial impact is not material.<h2 class="st-heading-2">Why Nutanix Wants Ryax</h2>The acquisition targets a growing infrastructure problem behind enterprise AI. According to Nutanix, GPU shortages and fragmented infrastructure are forcing companies to spread computing workloads across private data centers, large cloud providers, and newer AI-focused cloud operators, or “neoclouds.” That can make it harder to determine where a workload can run most efficiently and economically.Ryax is designed to automate more of that decision-making. Its Intelligent Resource Optimization technology aims to improve how customers use available GPUs and CPUs, while AI-Aware Smart Scheduling can automatically place AI workloads on hardware based on performance and cost considerations.The platform also automates parts of the underlying infrastructure, data, hardware and code setup, an area Nutanix says often prevents enterprise AI projects from moving beyond experimentation and into production.“Agentic AI requires a flexible architecture, simple operations and the ability to use infrastructure far more efficiently,” CEO Rajiv Ramaswami said, adding that Ryax directly addresses challenges around managing agentic AI infrastructure.<h2 class="st-heading-2">Agentic AI Push Expands</h2>Nutanix plans to incorporate Ryax technology into future releases of NKP and NAI. Ryax employees will join Nutanix in France and continue developing the technology. The company cautioned that the planned integrations remain under development and are not yet committed product features.The deal fits into Nutanix’s broader push to position its hybrid-cloud platform as infrastructure for enterprise AI. The company says more than half of the Global 2000 already use its technology, giving it an existing customer base where it could eventually introduce new AI capabilities.That AI push comes as Nutanix continues to grow its recurring software business. The company's fiscal 2026 revenue increased 12% year over year to $2.85 billion, while annual recurring revenue (ARR) rose 16% to $2.55 billion. Free cash flow reached $840.7 million, compared with $750.2 million a year earlier.Nutanix added more than 3,000 new customers during fiscal 2026, Ramaswami said, highlighting AI as a key area of innovation across its cloud platform.<h2 class="st-heading-2">Retail Sentiment Around NTNX Stock</h2>Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/NTNX">NTNX</a> stock remained ‘bearish’ on Stocktwits amid ‘high’ volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_22_191122_a4939fee5f.png" alt="Screenshot 2026-09-22 191122.png" width="818" height="467"><figcaption>NTNX stock retail sentiment on September 22 as of 10:20 a.m. ET | Source: Stocktwits</figcaption></figure>So far this year, the stock has rallied over 36%. In comparison, the Defiance Quantum ETF (<a href="https://stocktwits.com/symbol/QTUM">QTUM</a>), which holds NTNX stock, has also risen more than 36% over the same period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/netflix-faces-growing-you-tube-threat-as-viewer-share-hits-multi-year-low-hsbc-says-wells-fargo-flags-engagement-risk/cZMPoFURBeM">Netflix Faces Growing YouTube Threat As Viewer Share Hits Multi-Year Low, HSBC Says — Wells Fargo Flags Engagement Risk</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nutanix, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 23, 2024. 

Ryax adds GPU and CPU optimization plus AI-aware workload scheduling to Nutanix’s platform.Nutanix plans to integrate the technology into Nutanix Kubernetes Platform and Nutanix Enterprise AI.Ryax employees will join Nutanix in France and continue develop

The Ryax deal gives Nutanix new tools to automatically determine where AI workloads should run, potentially helping enterprises use scarce, expensive computing resources more effectively.

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