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United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Escalating Middle East shipping and energy-infrastructure threats are driving crude-oil supply concerns and attention to USO. Traders are split between expecting further gains if disruptions persist and anticipating a pullback if diplomacy or additional supply eases the risks; many also worry that elevated oil prices could pressure equities and inflation.

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 under pressure after HSBC warned that heavy borrowing needs and potentially slower AI-compute demand could challenge its growth and returns, sharpening traders concerns about debt, refinancing, and dilution amid a broader neocloud selloff. Bears warn of credit and business-model risks, while bulls point to contracted demand and continued AI infrastructure growth; some also cite Goldman Sachss more positive view and ARKs share purchases.

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 steep post-IPO slide and fresh lows are driving discussion, with traders pointing to continued lockup-related share supply and insider selling, as well as a TD Cowen price-target cut and concerns about growth and customer concentration. Bearish traders expect more pressure, while some bullish holders view the decline as an oversold buying opportunity and argue the companys AI-chip technology has long-term potential.

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 has been caught in a sharp neocloud and AI-infrastructure selloff as traders debate whether heavy buildout spending can earn adequate returns and whether financing risksespecially at CoreWeavewill spread across the sector. The community is split between treating the rebound after the decline as an oversold bounce and expecting more downside, while some argue Nebius is better positioned than debt-heavier peers and that compute demand remains strong.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale shares are under pressure after UBS downgraded the stock, citing long commercialization timelines and limited firm customer commitments, with uncertainty around the proposed TVA deployment adding to execution concerns. Traders are split between viewing the selloff as an overreaction and seeing it as confirmation of risks facing NuScale and the broader nuclear sector.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led rebound after the recent selloff, ahead of major megacap earnings, is driving QQQ discussion. Traders are divided over whether it marks a durable recovery or a relief rally that could fade, with AI investment and debt concerns and surging oil prices adding to caution.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE Aerospaces third-quarter earnings beat and raised 2026 guidance are driving attention, with traders also citing stronger orders. Many view the report as bullish, while others are cautious about whether the stock can hold its post-earnings strength amid muted or weakening price action.

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

GMs quarterly earnings and revenue beat estimates, but traders are focused on the tightened full-year profit outlook rather than a larger guidance increase. The new buyback program is a positive offset for some, while others question why shares are falling despite the beat.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTX is drawing attention ahead of its Q3 earnings report, with traders anticipating a beat and stronger guidance while citing major missile and counter-drone awards as signs of sustained defense demand. Optimism about a rebound competes with concerns that expectations are high and contract wins have not always translated into stronger share performance.

Northrop Grumman Corp. engages in the provision of advanced aircraft systems. It operates through the following segments: Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. The Aeronautics Systems segment is involved in the design, development, production, integration, sustainment, and modernization of advanced aircraft systems for the U.S. Air Force, the U.S. Navy, other U.S. government agencies, and international customers. The Defense Systems segment includes integrated battle management systems, weapons systems and aircraft, and mission systems sustainment and modernization. The Mission Systems segment offers advanced mission solutions and multifunction systems, primarily for the U.S. defense and intelligence community, and international customers. The Space Systems segment delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, launch and strategic missile systems for national security, civil government, commercial, and international customers. The company was founded by John K. Northrop, Thomas V. Jones, and Kent Kresa in 1939 and is headquartered in Falls Church, VA.

Northrop Grumman Corp.

Northrops Q3 results beat expectations and management raised its full-year outlook, with a record backlog reinforcing the growth case. Traders are debating why shares remain under pressure despite the strong report, pointing to margin and cash-flow concerns and the possibility that the positive news was already priced in.

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Opendoor Bull Eric Jackson Sees Path To $500 For OPEN Stock – Says Wall Street Is Missing Real Estate Tokenization Opportunity

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Jackson said Opendoor’s opportunity extends far beyond its current home-buying business, and the vision is built on a three-step framework.

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The company earlier this month had said that it expects to file its 2025 Annual Report on or before the extended deadline of March 31, 2026. 


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Nektar announced positive results from the 36-week blinded maintenance period of the 52-week REZOLVE-AD study of its experimental drug, rezpegaldesleukin.

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<ul class="summary-bullets"><li>Jackson said building deep pools of capital in every city where Opendoor operates is crucial for pricing flexibility.</li><li>Creating a digital infrastructure that links property ownership records to blockchain-based systems is essential, the analyst said.</li><li>The third layer is developing tokenization-enabled business models, he added.</li></ul>Shares of Opendoor Technologies (OPEN) are back in focus after hedge fund manager Eric Jackson outlined a bullish thesis in which the online home-buying platform evolves into a major player in real estate tokenization, a vision he believes could eventually push the stock toward $500 in the next five to seven years.<a href="https://stocktwits.com/symbol/OPEN">OPEN shares</a> have been under some selling pressure this month, declining more than 13% as of Tuesday’s close. At the time of writing, the stock is down 2.5% in pre-market trading.<h2 class="st-heading-2">Why Jackson Thinks Wall Street Is Missing The Bigger Picture</h2>In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/home/post/p-201354930">Substack post</a>&nbsp;published&nbsp;on Wednesday, Jackson said that Wall Street's price targets of $2 to $20 fail to capture the company's long-term potential.&nbsp;Opendoor's contribution margin rose to 4.4% in the first quarter of 2026, its highest level since mid-2024, while aged inventory fell sharply to 10% from 51% six months earlier. The company also generated a positive trailing 12-month operating cash flow of $531 million.While Wall Street sees these improvements as evidence of Opendoor's transition from an iBuyer to a technology-driven platform, that view may underestimate the company’s broader long-term potential beyond platform expansion, Jackson said.<h2 class="st-heading-2">The Three Layers Of Jackson's $500 Opendoor Thesis</h2>Jackson said Opendoor’s opportunity extends far beyond its current home-buying business, and the vision is built on a three-step framework.The first layer is building deep pools of capital in every city where Opendoor operates. Strong liquidity helps support more transactions and better pricing. The second step is creating digital infrastructure that links property ownership records to blockchain-based systems, making ownership transfers faster and more efficient.The third layer focuses on tokenization-enabled business models. Once Opendoor has built strong market liquidity and digital ownership infrastructure, it could introduce new ways to buy, sell, finance, and invest in homes that are not widely available today.<h2 class="st-heading-2">How Real Estate Tokenization Could Change Home Ownership</h2>Jackson believes this is where the biggest opportunity emerges. Tokenization could help lower transaction costs, expand access through fractional ownership, create new financing options, and make residential real estate easier for institutional and retail investors to access.<h2 class="st-heading-2">Can OPEN Become Another Carvana?</h2>Jackson believes Opendoor’s stock could rise 25 to 35 times from current levels, citing examples of&nbsp;Carvana, Shopify, Tesla, and Nvidia, which delivered massive returns after leading major changes in their industries.<h2 class="st-heading-2">What Is Retail’s Take On OPEN?</h2>Retail sentiment surrounding OPEN on Stocktwits has remained in the ‘bearish’ territory for the past 24 hours.One user highlighted how AI and Opendoor “just makes sense.”<stembedurl>https://stocktwits.com/Hertv/message/655960084</stembedurl>One user said the stock could break out if it breaches the $4.87 resistance.<stembedurl>https://stocktwits.com/peloswing/message/655947341</stembedurl>OPEN shares have declined more than 26% so far this year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/onds-stock-falling-premarket-omnisys-share-resale-cramer-meme-stock-jab-weigh/cZ06X5JR7Ti">Why Is ONDS Stock Falling Premarket? Omnisys-Related Share Resale, Cramer’s ‘Meme Stock’ Jab Weigh</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Opendoor Technologies (Open Door) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Opendoor Bull Eric Jackson Makes $500 Stock Case Citing Real Estate Tokenization Opportunity

Opendoor Technologies Inc

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