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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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Newell Brands to Webcast Third Quarter 2026 Earnings Results

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Newell Brands, Inc. is a global consumer goods company, which engages in the business of manufacturing, marketing, and selling consumer and commercial products. It operates through the following segments: Home and Commercial Solutions, Learning and Development, Outdoor and Recreation, and Corporate. The Home and Commercial Solutions segment includes designing, manufacturing, sourcing, marketing, and distributing a diverse line of household products including kitchen appliances, food and home storage, fresh preserving, vacuum sealing, gourmet cookware, bakeware, cutlery, and home fragrance products, as well as commercial cleaning and maintenance solutions products, closet and garage organization products, hygiene systems, and material handling solutions. The Learning and Development segment focuses on writing instruments including markers, highlighters, pens, and pencils, art products, activity-based products, labeling solutions, baby gear, and infant care products. The Outdoor and Recreation segment offers global consumer active lifestyle products for outdoor and outdoor-related activities including technical apparel and on-the-go beverageware. The Corporate segment provides general corporate services. The company was founded in 1903 and is headquartered in Atlanta, GA.

Newell Brands Inc

AMCX, NWL Stocks Hit Fresh 52-Week Highs – Here’s What Wall Street Is Saying About ‘The Walking Dead’ Licensing Deal With Netflix

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Neutral Sentiment

<ul class="summary-bullets"><li>Morgan Stanley said the licensing deal underscores the value of proven and lasting intellectual property.</li><li>Newell Brands reported second-quarter earnings per share of $0.42, well above consensus estimates of $0.20.&nbsp;</li><li>The consumer firm also raised its full-year 2026 EPS outlook to $0.73 to $0.77, up from $0.56 to $0.60</li></ul>Shares of AMC Global Media (AMCX) and Newell Brands (NWL) climbed to new 52-week highs on Friday, supported by Wall Street’s positive reaction to AMC Global Media’s $500 million Netflix (NFLX) licensing deal for ‘The Walking Dead’ franchise and Newell’s stronger-than-expected second-quarter earnings results.At the time of writing,&nbsp;<a href="https://stocktwits.com/symbol/AMCX">AMCX stock</a> was up more than 18%, posting its biggest single-day gains since February 2023, while&nbsp;<a href="https://stocktwits.com/symbol/NWL">NWL stock</a> gained 14%.<h2 class="st-heading-2">Wells Fargo Says ‘The Walking Dead’ Licensing Deal Will Improve AMCX’s Balance Sheet</h2>On Thursday, Netflix and AMC Networks signed a five-year, $500 million global licensing deal beginning in 2027, giving the two companies co-exclusive streaming rights to the original The Walking Dead series and its six spin-offs.Following the announcement, Morgan Stanley raised its price target on AMC Global Media to $10 from $7 but kept an ‘Underweight’ rating, according to the Fly. The firm said the deal underscores the value of proven and lasting intellectual property, though it expressed concerns about AMC’s slow subscriber growth as well as long-term industry headwinds.Wells Fargo also increased its target, lifting it to $11 from $10, while maintaining an ‘Equal’ Weight rating. The firm said the long-awaited agreement should provide additional cash flow and improve AMC’s balance-sheet stability.Retail sentiment for AMCX on Stocktwits turned ‘bullish’ from ‘neutral’ over the past 24 hours, amid ‘high’ message volumes. AMCX shares have climbed more than 22% so far this year.<h2 class="st-heading-2">Newell Brands Raises FY2026 Outlook</h2>On Friday, Newell Brands reported better-than-expected second-quarter results with revenue growing 3% to $1.99 billion, just ahead of Wall Street’s estimates of $1.98 billion, according to Fiscal.ai. Earnings per share (EPS) came in at $0.42, well above consensus estimates of $0.20.&nbsp;&nbsp;The firm raised its full-year 2026 EPS outlook to $0.73 to $0.77, up from $0.56 to $0.60 previously, and raised the floor of its net sales guidance 1% to 2%, from flat to 2%. For the third quarter, Newell Brands expects net sales to grow 2% to 3%, and EPS between $0.18 and $0.20.Retail sentiment for NWL on Stocktwits flipped to ‘extremely bullish’ from ‘neutral’ over the past 24 hours, amid ‘high’ message volumes. The stock has gained around 58% year-to-date.Also read:<a href="https://stocktwits.com/news-articles/markets/equity/rivn-stock-slides-toward-biggest-monthly-drop-since-january-wall-street-flags-profitability-challenges-despite-q2-beat/cZN4fy0RJPk">&nbsp;</a><a href="https://stocktwits.com/news-articles/markets/equity/sls-stock-in-spotlight-after-vanguard-capital-discloses-beneficial-stake/cZN4WEaRJPY">SLS Stock In Spotlight After Vanguard Capital Discloses 5.19% Stake – Retail Calls It ‘Huge Vote Of Conviction’ As AML Trial Readout Nears</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a smartphone displays the logo of AMC Entertainment Holdings, Inc.

Analysts raised their price targets on AMCX stock, with Wells Fargo stating that the deal should provide additional cash flow and improve balance-sheet stability.

AMC Networks Inc - Ordinary Shares - Class A

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Current Price	$5.54
Prev Close	$5.65
Open	$5.70
Dividend Yield	7.53%
50-Day Moving Average	$5.80
Beta	1.45
Avg. Volume	6.33M
PE Ratio	-10.38

52-Week High	$7.13
52-Week Low	$3.07
Market Capitalization	$2.41B
EPS (Annual)	-$0.6815
Price to Book	0.96
Revenue Per Employee	$328,949.77

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