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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.

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.

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.

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.

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

Anticipation of GMs scheduled Q3 results is driving discussion, with traders watching options activity and the potential for an earnings-related move. The community sees mixed positioningput buying suggests caution, while call activity and bullish trade setups point to optimismwith some viewing the options flow as volatility hedging rather than a directional bet.

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.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Arrowheads ARO-MAPT interim results are the main focus: traders highlight substantial tau reduction in healthy volunteers and evidence that a subcutaneous RNAi treatment can reach the central nervous system. Many view this as validation of the platform, while others question the muted share-price reaction and note that clinical benefit in Alzheimers patients remains unproven.

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.

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Will NVTS' NVIDIA Partnership Strengthen Its 800V Strategy?

Navitas Semiconductor teams up with NVIDIA on a 24-kW 800V-to-12V power board, aiming to boost efficiency and reduce board space in next-generation AI systems.

Nasdaq Futures Sink, Dow Rises Premarket As AI Chip Stocks Wobble Ahead Of Big Bank Earnings: MU, SNDK, NVTS, NVDA, SPCX, ASTS, UNH, V Stocks In Focus

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On Stocktwits, retail sentiment toward SPY and QQQ has remained ‘bullish’.


NVTS Stock Rises Overnight: Navitas Unveils 24 kW Nvidia AI Power Board Targeting 97% Efficiency 

Navitas has introduced a new power system to meet the growing electricity needs of AI data centers. 


Navitas Semiconductor Stock Rises After Hours: Here's Why

Navitas shares are moving higher in Monday's after-hours session after the company announced its latest power delivery board.read more...

Can NVTS' Alliance With Microchip Accelerate Its AI Power Growth?

Navitas Semiconductor teams up with Microchip to develop an 800V-to-6V power design delivering up to 96% efficiency, targeting next-generation AI data centers.

Should Investors Buy Navitas Semiconductor Stock on the Dip?

The semiconductor stock has been volatile in 2026...

Can NVTS' Acquisition of Claros Accelerate Its AI Growth Strategy?

Navitas Semiconductor's Claros acquisition adds IVR technology, strengthening its grid-to-xPU power portfolio and supporting its AI infrastructure strategy.

NVTS Stock Surges 72% YTD: Should You Hold or Book Profits?

Navitas Semiconductor's 72.2% YTD surge reflects AI power demand and 800V opportunities, but declining mobile revenues and a premium valuation warrant caution.

NVTS Stock In Spotlight Today Following Microchip Collaboration – Everything That Investors Need To Know

The companies combined Navitas’ power chips with Microchip’s control and security technology in a reference platform aimed at increasingly power-hungry AI server racks.

What's Happening With Navitas Semiconductor Stock Wednesday?

Shares of Navitas Semiconductor are trading flat Wednesday as investors weigh a major defense contract and fresh antitrust clearance.read more...

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Bearish Sentiment

<ul class="summary-bullets"><li>Chip and semiconductor stocks extend the decline after industry leaders’ warning on AI spending sparks rout in South Korea’s KOSPI.&nbsp;</li><li>All eyes on big bank earnings today as JPM, GS, C, WFC gear up to report before the bell today.&nbsp;</li><li>Michael Burry has flagged that the market could be setting up for a “bull trap” and added that he is holding back from adding any fresh bearish positions at current levels.&nbsp;</li></ul>U.S. stock futures were mixed early Tuesday as Wall Street financial institutions officially kick off the third-quarter earnings season and traders digested turbulence in artificial intelligence (AI) and semiconductor stocks.&nbsp;JPMorgan Chase (JPM), Goldman Sachs (GS), Citigroup (C), and Wells Fargo (WFC), along with UnitedHealth and J&amp;J,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/big-banks-kick-off-q3-earnings-with-s-and-p-500-near-records-strategists-flag-what-could-move-markets/cZxBGJwRB8M">report</a> before the bell today.As of 4:00 a.m. ET, Nasdaq futures fell 0.6%, S&amp;P 500 futures were down 0.1%, while Dow futures rose 0.6% and Russell 2000 futures gained 0.5%.On Stocktwits, retail sentiment for the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>,&nbsp;which tracks the S&amp;P 500 Index, and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, remained&nbsp;‘bullish’.Noted investor Michael Burry&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-bull-trap-risk-holds-back-new-shorts-trump-fannie-freddie-call/cZxBdKIRBob">flagged</a> that the market could be setting up for a “bull trap” and added that he is holding back from adding any fresh bearish positions at current levels.&nbsp;<h2 class="st-heading-2">The Tech Radar</h2>Memory (MU, TSM, SKHY)&nbsp;and&nbsp;semiconductor stocks (NVDA, INTC, SNDK, AMD)&nbsp;extended the selloff in early premarket trading after capital-expenditure warnings from industry leaders and emerging competition from China’s CXMT.Broadcom (AVGO)&nbsp;CEO Hock Tan&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/broadcom-s-ai-durability-warning-triggers-sharp-drop-in-sk-hynix-samsung-in-korea-nvidia-s-china-ai-chip-share-falls-as-huawei-closes-in/cZxBJkuRBoJ">cautioned</a> that access to capital could become a bigger bottleneck for AI infrastructure compared to chip or power availability. Intel CEO Lip Bu-Tan also raised questions recently about borrowing costs and the return on AI investments.In Korea, Samsung and SK Hynix dragged the KOSPI down over 6% on Tuesday. The Direxion Daily South Korea Bull 3X Shares (KORU ETF) cracked over 10% in early U.S. premarket trade.Nvidia (NVDA): Reports citing IDC data show Nvidia’s share of China’s data-center AI chip market fell to 34% in the first half of 2026 as Huawei gained ground.&nbsp;Navitas Semiconductor (NVTS) shares rose over 1% in early premarket trade after the company unveiled a 24kW power delivery board developed with Nvidia to target improved efficiency in AI racks.&nbsp;Optical networking stocks (COHR, LITE, AAOI)&nbsp;continued to fall in early premarket trade amid concerns over AI funding. However, retail traders on Stocktwits remained bullish and saw the dip as a buying opportunity.Meta Platforms (META):&nbsp;Its Muse AI retention data and traction drew a “monster long” call from Jim Cramer, while Dan Ives continued to make a bullish case, citing its competitive AI edge.&nbsp;Apple (AAPL) remains on the retail radar after a Bank of America note flagged shorter wait times for iPhone 18 Pro delivery than last year. Investors are also watching iPhone Duo pre-orders, scheduled to open on Friday.Cerebras (CBRS)&nbsp;shares continued to decline in early premarket trading, hitting a new 52-week low amid concerns about its relationship with OpenAI and an upcoming lockup expiring Wednesday.&nbsp;<h2 class="st-heading-2">Trending Stocks</h2>SpaceX (SPCX)&nbsp;launched 27 Starlink broadband satellites late on Monday, its first such mission in over three weeks.&nbsp;AST SpaceMobile (ASTS)&nbsp;remains on the retail radar even as an analyst flagged competitive risks from Starlink’s spectrum ambitions. They said SpaceX could build a “massive” midband spectrum by combining Ligand, Viasat-related spectrum access, and licenses from a proposed FCC auction.Telecom stocks (TMUS, VZ):&nbsp;Analysts have said that fears from SpaceX’s $8 billion spectrum deal to T-Mobile are ‘overblown’. Morningstar added that while the Starlink deal does raise uncertainty for wireless carriers, it is unlikely to threaten their operations.&nbsp;Tesla (TSLA)&nbsp;will be showcasing its Cybercab robotaxi at the Paris Motor Show this week, along with an Optimus robot and free FSD test drives.UnitedHealth Group (UNH) is trending on Stocktwits ahead of earnings today, with&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/unh-stock-earnings-analyst-short-premium-cut-january-call-cost/cZxBInFRBoc">options market</a> pricing in a 6.5% elevated move and analysts flagging high implied volatility.&nbsp;Six Flags Entertainment (FUN)&nbsp;shares fell 13% in early premarket trade following news of a guest fatality on the Goliath roller coaster at Six Flags in Georgia.&nbsp;Visa (V)&nbsp;shares rose over 1% in early premarket trading after China gave it the green light to begin preparing for a domestic bank-card clearing business, after years of regulatory hurdles.Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Netflix (NFLX), Nuscale Power (SMR), Palantir (PLTR), and First Solar (FSLR).<h2 class="st-heading-2">What Else To Watch On Tuesday</h2>On the economic front, traders will tune in&nbsp;throughout the day for speeches from Fed Governor Christopher Waller, Richmond Fed President Thomas Barkin, and Boston Fed President Susan Collins. Meanwhile, on Monday, Cleveland Fed President Beth Hammack said that additional tightening may be required to return inflation to the Fed’s 2% target.This comes ahead of key inflation data (September CPI on Wednesday and PPI on Thursday) and Fed Chair Kevin Warsh’s speech later in the week. Existing home sales data will be released at 10:00 am ET today.&nbsp;On the earnings front, watch out for JPMorgan Chase (JPM), UnitedHealth (UNH), Wells Fargo (WFC), Citigroup (C), Domino’s Pizza (DPZ), and Johnson &amp; Johnson (JNJ), among others, reporting today.For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq logo sign is seen in New York City, United States, on August 7, 2026. (Photo by Marcin Golba/NurPhoto via Getty Images)

U.S. stock futures were mixed early Tuesday as Wall Street financial institutions officially kick off the third-quarter earnings season and traders digested turbulence in artificial intelligence (AI) and semiconductor stocks. 

Why Are Nasdaq Futures Falling Premarket? MU, SNDK, NVTS, NVDA, SPCX, ASTS, UNH, FUN, V Stocks In Focus

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

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