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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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Supreme Showdown: Investigative Reporter And Accused Chinese Operative Face Off In Press Freedom Case

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The New York Times Co. is a media organization, which engages in creating, collecting, and distributing news and information. It offers news products and other interest-specific products, and related content and services. It offers newspapers, print, and digital products and investments. The firm also manages The New York Times, NYTimes.com, and mobile applications. The company was founded by Henry Jarvis Raymond and George Jones on September 18, 1851, and is headquartered in New York, NY.

New York Times Co. - Ordinary Shares - Class A

OpenAI Gets Trump Administration’s Backing In NYT Copyright Case Over AI Training, Says Report

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<ul class="summary-bullets"><li>The filing marks the White House’s first reported intervention in the growing wave of AI copyright lawsuits, stated a Reuters report.</li><li>The New York Times sued OpenAI and Microsoft in 2023, accusing them of using millions of articles without permission to train AI models.</li><li>Commerce Secretary Howard Lutnick also urged G20 countries to support fair use while protecting creators.</li></ul><p>The Trump administration has reportedly backed OpenAI in its copyright dispute with The New York Times (NYT) and other newspapers, stating that AI training generally qualifies as fair use of copyrighted material. The position could strengthen technology companies facing a growing wave of lawsuits over the use of copyrighted works to train artificial intelligence systems.</p><h2 class="st-heading-2">White House Backs OpenAI</h2><p>The Trump administration submitted a brief this week in Manhattan federal court supporting ChatGPT maker OpenAI in its legal battle with The New York Times and other news organizations. The filing appears to mark the first time the White House has weighed in on a wave of cases brought by copyright owners, including authors, publishers, music labels and news outlets over AI training, Reuters reported.</p><p>“The United States has a strong interest in this court rejecting any argument that training LLMs on copyrighted texts violates copyright law” based on concerns including scientific advancement and national security, the brief said, according to Reuters.</p><p>U.S. Associate Attorney General Stanley Woodward also defended the administration’s position in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ASGWoodward/status/2095174417730953597">post on X</a>.</p><p>“AI dominance is critical to promote national security, prosperity, and economic mobility for all Americans. This Administration will never let our Nation be at a disadvantage relative to our foreign adversaries based on a plainly incorrect understanding of copyright law,” Woodward said.</p><h2 class="st-heading-2">Lutnick Calls For Fair Use</h2><p>U.S. Commerce Secretary Howard Lutnick separately urged G20 officials on Wednesday to support fair use and permit AI companies to train models on creators’ work, while also finding ways to “protect artists,” Reuters reported.</p><p>The government brief also pointed to the broader potential benefits of large-language models. “Beyond the subject matter of this litigation, LLMs are already helping researchers across fields achieve major breakthroughs,” the brief said, according to Reuters. It added that restricting LLM development based on what it described as a misunderstanding of the fair use doctrine could hinder creative and scientific progress, as well as American prosperity and economic mobility.</p><p>The New York Times filed its lawsuit in 2023, accusing OpenAI and its largest financial backer, Microsoft Corp. (MSFT), of using millions of newspaper articles without permission to train OpenAI’s chatbot.&nbsp;</p><h2 class="st-heading-2">OpenAI Retail View</h2><p>Retail sentiment on Stocktwits for OPEAZZX was ‘bullish’ at the time of writing on Wednesday.</p><p><strong>Also Read:</strong>&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/googl-wins-big-in-antitrust-fight-judge-blocks-doj-push-to-break-up-google-ad-business/cZsAUKARJHT">GOOGL Wins Big In Antitrust Fight — Judge Blocks DOJ’s Push To Break Up Google’s Ad Business</a>&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the OpenAI logo is seen displayed on a mobile phone screen with the New York Times Logo in the background. (Photo Illustration by Idrees Abbas/SOPA Images/LightRocket via Getty Images)

The Trump administration has reportedly backed OpenAI in its copyright dispute with The New York Times (NYT) and other newspapers, stating that AI training generally qualifies as fair use of copyrighted material.

The U.S. government says training AI models on copyrighted material generally qualifies as fair use and is critical to American AI leadership.

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Current Price	$68.07
Prev Close	$67.78
Open	$67.49
Dividend Yield	1.04%
50-Day Moving Average	$66.43
Beta	0.45
Avg. Volume	3.39M
PE Ratio	28.41

52-Week High	$87.10
52-Week Low	$55.75
Market Capitalization	$10.93B
EPS (Annual)	$2.09
Price to Book	5.37
Revenue Per Employee	$470,819.67

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