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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

CoreWeave is drawing attention amid a selloff in AI infrastructure stocks and concerns that its heavy debt load and costly financing could constrain growth. Traders are split between warnings about dilution and default risk and bullish arguments about AI-compute demand, with Goldmans upgrade and ARKs purchases cited as counterpoints that have not settled the debate.

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 as its steep post-IPO selloff continues, with traders citing upcoming share unlocks, reported insider sales, a TD Cowen downgrade and concerns about OpenAI customer concentration and competition from Nvidia. Others argue the decline is overdone, pointing to Cerebras AI-chip technology and potential demand, while broader weakness in AI and semiconductor stocks adds pressure.

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

Broadcoms sharp underperformance amid a semiconductor selloff has fueled debate over AI spending sustainability and financing risks, with traders also citing CEO Hock Tans casino remarks as a drag on sentiment. Some see the decline as a buying opportunity, while others fear the AI trade is losing momentum.

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 expansion, heavy capital spending and weak free cash flow could strain its credit profile, amid broader doubts about AI infrastructure financing and demand. Many traders remain bearish after the selloff, while others argue Oracles cloud business and backlog can eventually generate returns; speculation about financing arrangements and an upcoming investor event also appears.

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 steep AI-infrastructure selloff tied to concerns about neocloud financing, debt, and whether massive data-center spending will earn adequate returns, followed by a volatile rebound. Traders are split between viewing the decline as an oversold buying opportunityoften arguing NBIS is better positioned than CoreWeaveand expecting rallies to fade as sector and market uncertainty persists.

Aventus Network

Aventus is drawing attention after the team disclosed that an attacker exploited a code vulnerability to mint and sell AVT, contributing to a sharp selloff; the team says the flaw is patched and the attacker has exited, but no proceeds have been recovered. Traders are split between betting on a thin-book rebound and worrying about continued selling, concentrated holdings, and token-supply changes.

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.

Celesticas sharp, volatile pullback after a recent rally has traders debating whether upcoming earnings and continued AI data-center demand can revive the stock. Optimists expect another strong report, while others point to semiconductor-sector weakness and lingering dilution concerns from the equity offering as headwinds.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led relief rally after a sharp AI-related selloff has put QQQ in focus, with traders debating whether the volatile rebound signals recovery or is a temporary bounce. Upcoming megacap earnings are a key test, while concerns about AI infrastructure spending and weak market breadth sustain bearish views.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPY is drawing attention as the S&P 500 rebounds after a tech-led selloff, with investors watching upcoming major-company earnings for signs the recovery can hold. Traders are split between viewing the move as a relief bounce and expecting further downside, amid concerns about AI spending and debt, oil prices, and weak market breadth.

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 third-quarter earnings beat and raised full-year outlook, supported by improved medical-cost control, are driving attention. Traders are split between viewing the results as evidence of a turnaround and questioning whether the margin improvement will last, while many reacted to the stocks volatile, initially muted response to the report.

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Lilly’s Foundayo Pill Gets European Regulatory Backing – LLY Stock Heads For Best Week In Nearly Four Months

Equity

European Medicines Agency’s advisory committee recommended approval of its once-daily weight-loss pill, Foundayo.


Viking’s Key Obesity Pill Enters Phase 3 Trial –  Here’s What Investors Need To Know 

Viking is set to begin two simultaneous studies of VK2735 in a Phase 3 trial after Phase 2 showed weight reductions of up to 12.2% after 13 weeks.


Lilly vs. Novo: Inside the Milan EASD Showdown and the ETFs Poised to Win 

LLY and Novo face off at EASD as new data fuels the GLP-1 market, while ETFs offer diversified exposure to weight loss drug growth.

LLY Vs NVO: Foundayo Beats Novo’s Oral Semaglutide On Weight Loss, Blood Sugar In New Finding

Lilly’s Foundayo 17.2 mg achieved a 1.5% greater weight loss and a 0.3% greater reduction in A1C than oral semaglutide 25 mg after 52 weeks.


VKTX Stock Heads Toward Worst Day In Over A Year Just Days After Promising Weight Loss Drug Data — Here’s What’s Driving The Selloff 

Viking Therapeutics priced an upsized financing deal at a 16% discount from the stock’s closing price on Wednesday.


VKTX Stock Spikes 38% Premarket: Viking’s VK2735 Shows Promise For Weight-Loss Maintenance 

Viking Therapeutics’ experimental obesity drug showed it could preserve most patients’ prior weight loss with less frequent dosing.


Novo Nordisk Targets Over Five New Blockbusters By 2030, But NVO Stock Slides On Growth Concerns 

Novo Nordisk’s long-term growth targets failed to ease investor concerns over Eli Lilly’s obesity-drug lead, CagriSema’s comparative performance and upcoming semaglutide patent expirations.


Novo Nordisk Taps Anthropic’s Claude Science To Speed Up Drug Discovery — Here’s Everything Investors Need To Know

Novo will use Anthropic’s Claude Science in R&D to tackle scientific and drug discovery challenges, aiming to develop new medicines faster.


NVO To Present Fresh Data From Blockbuster Wegovy Pill At European Conference As Rival Eli Lilly Readies Its Own Obesity Updates

Novo said it will present 44 abstracts at the European Association for the Study of Diabetes symposium later this month.


NVO Stock: Why Morgan Stanley Is Bearish On Novo Nordisk Despite Its Weight-Loss Drug Opportunity 

Morgan Stanley downgraded Novo to ‘Underweight’ from ‘Equal Weight’ while keeping its $40 price target, a 7% downside from current levels.


Roundhill ETF Trust - Roundhill GLP-1 & Weight Loss ETF

Bearish Sentiment

<ul class="summary-bullets"><li>The EMA’s advisory committee recommended approving Foundayo for adults with obesity or those who are overweight and have related health conditions.</li><li>The committee also backed its use in adults with type 2 diabetes.</li><li>Foundayo generated $98 million in Q2 revenue.</li></ul><p>Eli Lilly (LLY) received a boost to its European business after the European Medicines Agency’s (EMA) advisory committee recommended approval of its once-daily weight-loss pill, Foundayo, on Friday.</p><p>The recommendation comes as Lilly looks to build on the success of its blockbuster weight-loss treatments, Mounjaro and Zepbound.</p><p><a class="mention" data-mention="$LLY" data-symbol-id="LLY" href="https://stocktwits.com/symbol/LLY" target="_blank">LLY shares</a> were up 1.8% at the time of writing. The stock has gained about 7.8% so far this week, heading for its best weekly gain in nearly four months.</p><h2 class="st-heading-2">Foundayo Moves Closer To European Launch</h2><p>The EMA’s Committee for Medicinal Products for Human Use recommended approving Foundayo for adults with obesity or those who are overweight and have related health conditions. The committee also backed its use in adults with type 2 diabetes.</p><p>Foundayo contains Orforglipron, which helps control blood sugar and reduce appetite. Unlike some oral GLP-1 treatments, it can be taken without food or water restrictions.</p><p>The pill is already available in the U.S., the U.K. and the United Arab Emirates. In the U.S., it received FDA approval in April for weight management, while in the U.K., it received<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.gov.uk/government/news/uk-first-in-europe-to-authorise-orforglipron-for-weight-management-and-type-2-diabetes?utm_source=chatgpt.com"> approval</a> in August for both weight management and type 2 diabetes.</p><h2 class="st-heading-2">What Happens Next?</h2><p>Foundayo still requires final authorization from the European Commission, which generally issues a decision within 67 days of EMA’s recommendation. While the timeline puts a potential decision around late December, Lilly has not confirmed when commercial sales would begin.</p><p>Foundayo generated $98 million in second-quarter (Q2) revenue. However, Lilly's two blockbuster drugs generated far more. In Q2, Mounjaro generated $9.94 billion in sales, up 91% year over year, while Zepbound brought in $4.93 billion, up 46%.</p><h2 class="st-heading-2">Retail Says LLY Is Breaking Out</h2><p>Retail sentiment surrounding LLY on Stocktwits turned ‘neutral’ from ‘bearish’ over the past 24 hours, though message volumes remained ‘normal.’</p><p>One user noted that LLY stock is breaking out.</p><p><stembedurl>https://stocktwits.com/Jamtrades/message/666690626</stembedurl></p><p>LLY shares have gained more than 18% so far this year, significantly outperforming rival Novo Nordisk (NVO), whose shares have slumped more than 25% over the same period.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The entrance to the Eli Lilly factory in Kinsale, Co Cork, where weight loss drug Mounjaro is made. Picture date: Sunday May 18, 2025.

European Medicines Agency’s advisory committee recommended approval of its once-daily weight-loss pill, Foundayo.

Lilly(Eli) & Co

Roundhill GLP-1 & Weight Loss ETF

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