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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 selloff amid weakness in AI-infrastructure stocks has put its heavy debt burden, financing costs and insider selling at the center of the debate; a Goldman Sachs upgrade and reported ARK buying have not eased the concern for many traders. Bears warn of dilution or default, while bulls point to contracted AI-compute demand and see buying opportunities, leaving the stocks support levels in sharp focus.

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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Concerns about Oracles debt-heavy AI data-center buildout, rising credit risk and weak free cash flow dominate discussion, alongside pressure on AI infrastructure stocks. Traders are split between seeing the spending and backlog as a path to future cloud growth and fearing that borrowing costs and execution risks could overwhelm demand.

BE Stock Slips Overnight: Bloom Energy’s Valuation In Focus Ahead Of Q3 Earnings

Equity

Bloom Energy's forward price-to-earnings ratio exceeds its peers, at 63.5x as per Koyfin data.

Oracle and AstraZeneca Partner to Advance AI-enabled Healthcare Innovation

Oracle and AstraZeneca Partner to Advance AI-enabled Healthcare Innovation Oracle and AstraZeneca Partner to Advance AI-enabled Healthcare InnovationPR NewswireAUSTIN, Texas and ABU DHABI, UAE, Oct. 20, 2026 Collaboration to connect AstraZeneca's scientific and therapeutic expertise with Oracle's...

BE Stock Adds 3% After Oracle Signals Project Jupiter 'Moving Quickly' 

Construction on the Project Jupiter data center campus is moving quickly, with strong progress on site, Oracle said in a post on X. 


Intuit to Acquire Sequence to Boost AI-Powered Mid-Market Offerings

INTU is set to acquire Sequence to enhance AI-powered revenue management, automate complex billing workflows and strengthen its mid-market ERP capabilities.

BE Stock Jumps Premarket Into Earnings Week: Retail Bets On 40% Pop As Wall Street Eyes Strong Q3 Growth

Analysts expect revenue to double year-over-year to $1.06 billion and adjusted EPS to rise to $0.70 from $0.15.

Why Oracle (ORCL) Dipped More Than Broader Market Today

Oracle (ORCL) closed at $128.51 in the latest trading session, marking a -4.43% move from the prior day.

CRWV Stock On Track For 4-Day Slide Amid CoreWeave’s Debt Test: Analysts Split On Whether Selloff ‘Grossly Overexaggerated’ 

In an interview with CNBC, Freedom Capital Markets analyst Jordan Chalfin noted that CoreWeave is facing several critical risks, which aren’t limited to its financing challenges.


Michael Burry Warns Wall Street’s ‘Pain Trade’ Can Last As Mag 7 Weakness Could Deepen ‘Red October’ Call 

Burry flagged parallels with the 2000 tech bubble and a possible failed breakout in the S&P 500.

BE Stock Slips Overnight Amid AI Selloff: AEP To Spend $4B On Fuel Cells To Power Google

On Wednesday, American Electric Power Company announced that it will invest about $4 billion in a power generation project under a 20-year agreement with Google, with Bloom Energy expected to power the new facility. 

Bond Investors Are Doubting The Long-Term Prospects Of AI Hyperscalers: Fixed Income Expert Chris White 

In an interview with CNBC, Chris White, CEO of BondCliQ and ViableMkts, said that as bond supply and default risks grow, investors are starting to demand higher yields.

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.

Bearish Sentiment

<ul class="summary-bullets"><li>The fuel cell manufacturer’s last 12 months price-to-earnings multiple is 255x, while peers Cummins and GE Vernova have comparable P/E multiples of 26.7x and 26x, respectively.&nbsp;</li><li>BE is expected to post its third-quarter results later this week.</li><li>As investors gear up for the print, retail sentiment around the stock slipped from ‘bullish’ to ‘neutral’ over 24 hours.&nbsp;</li></ul><p>Shares of Bloom Energy Corp. (BE) slipped more than 2% in overnight trading late on Monday ahead of its much-awaited third-quarter (Q3) earnings results, expected later this week.&nbsp;</p><p>As retail investors gear up for the print, some have flagged the company's ballooning valuation. Meanwhile, retail sentiment around the stock slipped from ‘bullish’ to ‘neutral’ over 24 hours.&nbsp;</p><h2 class="st-heading-2">Bloom Energy’s P/E Multiple Is Heavy Compared To Peers</h2><p>The fuel cell manufacturer’s last 12 months price-to-earnings multiple is 255x, according to Koyfin data. Meanwhile, peers&nbsp;<a href="https://stocktwits.com/symbol/CMI">Cummins Inc. (CMI)</a> and&nbsp;<a href="https://stocktwits.com/symbol/GEV">GE Vernova (GEV)&nbsp;</a>have comparable P/E multiples of 26.7x and 26x, respectively.&nbsp;</p><p>Bloom's forward P/E ratio also exceeds its peers, at 63.5x as per Koyfin data. Meanwhile, the forward P/E for CMI and GEV is 15.9x and 43.2x, respectively.&nbsp;</p><p>One Stocktwits user&nbsp;<a href="https://stocktwits.com/Slacklines/message/666884771">said</a>, “$BE think that PE is catching up to us.” They added that the upcoming earnings need to be “dynamite” to justify prices.&nbsp;</p><p>Another user&nbsp;<a href="https://stocktwits.com/dymaxion19/message/666870041">said</a>, “$BE As the whole "ai story" is coming apart, shouldn't this be back to about 65 by now. &nbsp; The concept of this to power exaggerated ai plans was farcical in any case.”</p><h2 class="st-heading-2">What’s BE Likely To Post In Q3?</h2><p><a href="https://stocktwits.com/news-articles/markets/equity/be-stock-earnings-week-retail-bets-pop-wall-street-strong-q3-growth/cZx8KbBRBMa">Analysts expect</a> third-quarter revenue to rise about 104% to $1.06 billion from $519.05 million in the previous year’s comparable period. Meanwhile, adjusted earnings per share are expected to increase to $0.70 from $0.15.&nbsp;</p><p>The company has also raised its full year revenue guidance to $3.9 billion to 4.2 billion, representing 100% growth year-over-year at the midpoint.&nbsp;</p><h2 class="st-heading-2">BE’s Growing Backlog And Projects</h2><p>Meanwhile, Bloom Energy reported a strong backlog of about $20 billion as of February. The company has announced multiple significant deals.&nbsp;</p><p>Earlier this year,&nbsp;<a href="https://stocktwits.com/symbol/ORCL">Oracle (ORCL)</a> and Bloom Energy announced a strategic partnership to deploy up to 2.8 gigawatts (GW) of modular solid oxide fuel cell capacity to power the hyperscaler’s AI and cloud computing data centers in the U.S.</p><p>Last week, Oracle announced a new energy service agreement with El Paso Electric for Project Jupiter, AI data center campus in New Mexico, and reaffirmed that Bloom Energy will remain its primary power source.</p><p>On Monday, Oracle also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/be-stock-adds-3-after-oracle-signals-project-jupiter-moving-quickly/cZx8yWpRBuc">said</a> in a post on X that construction on the Project Jupiter data center campus was “moving quickly, with strong progress on site.”&nbsp;</p><h2 class="st-heading-2">Wall Street’s Stance On BE Stock</h2><p>Data from Koyfin shows that 29 analysts covering the stock have a 12-month average price target of $285.43&nbsp;on BE,&nbsp;implying an upside of about 26% from its last close.&nbsp;</p><p>Of them, 15 have a ‘Buy’ or higher rating on the company’s shares, while 12 have a ‘Hold’ rating and two rate it a ‘Sell’ or lower.&nbsp;</p><h2 class="st-heading-2">BE Stock: Retail Stance</h2><p><a href="https://stocktwits.com/symbol/BE">BE stock</a> plunged more than 21% last week amid a wider selloff in AI and related names.&nbsp;</p><p>However, some retail investors believe the stock will bounce back after its Q3 results.&nbsp;</p><p>One user&nbsp;<a href="https://stocktwits.com/O26/message/666842862">said</a>, “$BE know this stock well. They’ll zigzag it all the way before sending it higher. Patience is required here.”</p><p>Another user&nbsp;<a href="https://stocktwits.com/TwelveEggsInOneBasket/message/666884648">said</a>, “$BE this will go $1000+.”</p><p>BE stock closed at $226.22 on Monday.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the Bloom Energy (Be) logo is seen displayed on a smartphone screen. 

Bloom Energy Corp - Ordinary Shares - Class A

Cummins Inc.

GE Vernova Inc.

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AI infrastructure stocks are under pressure this week - what have you been doing?

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Traders are closely monitoring heavy capital expenditures and widening credit default swap spreads as potential warning signs.

Investors are weighing the impact of regulatory power-line approvals and the buildout costs on future revenue potential.

Retail investors remain deeply divided between those viewing the price drops as a bargain and those anticipating further downside.

Debate is mounting over whether high infrastructure costs could trigger a broader credit contagion across the AI sector.

Recent director stock purchases are fueling speculation and hope among holders looking for a reversal signal.

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