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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 steep post-IPO selloff is dominating discussion, with traders citing successive share unlocks and insider selling, a TD Cowen price-target cut, and concerns about OpenAI customer concentration and the companys ability to scale. Sentiment is largely bearish, though some investors view the decline as oversold and are averaging down.

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.

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.

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.

Silicon Motion Technology Corp. engages in the development, manufacture, and supply of semiconductor products for the electronics market. The firm’s products include Flash Controllers, Storage Solutions, and others. It offers embedded and expandable storage, radio frequency integrated circuits, and embedded graphics. The company was founded by Wallace C. Kou in November 1995 and is headquartered in Hong Kong.

Silicon Motion Technology Corp - ADR

Silicon Motion Technology Corp.

SIMO is drawing attention for its growth in AI and data-center storage, particularly boot-drive shipments and MonTitan enterprise SSD controllers, alongside strong results and an upbeat outlook. Many traders see room for further growth, while others point to sharp share-price swings, technical weakness and dilution concerns tied to convertible notes.

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.

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

AVT is drawing attention as traders watch a volatile, thinly traded rebound for a breakout, focusing on trading volume and resistance levels. Aventus Clouds decentralized-compute and enterprise-appchain updates provide a bullish project narrative, but traders remain divided over whether momentum can persist amid low liquidity and selling pressure.

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.

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Palantir Builds Out AI Ecosystem With NVIDIA, Fujitsu, Method Security

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The deals build on Palantir's broader push to position Foundry, AIP and Ontology as the operating layer connecting different AI models, infrastructure and enterprise data.


Chamath Palihapitiya Sees Palantir As A Potential Winner In 3-Year Shift To Model-Agnostic AI 

Chamath Palihapitiya expects this shift to emerge as AI model costs converge, reducing the advantage of being locked into a particular model provider.


PLTR, MRCY Stocks Gain After Announcing Partnership To Automate US Defense Manufacturing 

Wall Street is expecting Palantir to report earnings per share of $0.35 on revenue of $1.8 billion in its Q2 report scheduled after the bell. 


GraniteShares Launches the First U.S.-Listed Leveraged ETFs on SK hynix

GraniteShares Launches BBUL and PUL, 2x Long ETFs on BlackBerry and Everpure

Palantir Stock Rises After-Hours: It’s Reportedly Building Software For Trump’s $185B Golden Dome Missile Shield

The AI data analytics firm, alongside other tech players, is developing software expected to underpin the government’s Golden Dome missile defense system, the Wall Street Journal reported.


The Zacks Analyst Blog Highlights Palantir, Direxion Daily PLTR Bull 2X Shares, GraniteShares 2x Long PLTR Daily ETF, iShares U.S. Tech Independence Focused ETF, iShares Expanded Tech-Software Sector ETF and Global X Defense Tech

PLTR hits $1B revenue for the first time, boosting PLTU, PTIR, IETC, IGV, and SHLD as AI-driven growth fuels ETF gains.

ETFs to Ride on Palantir's First Billion-Dollar Quarter Revenues

PLTR tops $1B in Q2 revenues for the first time, fueling ETFs like PLTU, IGV, IETC, and SHLD that are tied to the stock's surge.


GraniteShares ETF Trust - GraniteShares 2x Long PLTR Daily ETF

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<ul class="summary-bullets"><li>Nvidia is deploying Palantir's Foundry, AIP and Ontology alongside its Nemotron open models within its own supply chain operations.</li><li>Nvidia CEO Jensen Huang said the goal is to turn "this vast operational graph into sovereign intelligence."</li><li>Palantir and Method Security launched a free cybersecurity program designed to help U.S. critical infrastructure operators identify vulnerabilities using AI.</li></ul>Palantir Technologies (PLTR) announced three new collaborations on Thursday, including one with AI bellwether Nvidia (NVDA), but the shares remained flat in early morning trade.The announcements cover Nvidia's supply chain, a new cybersecurity initiative for U.S. critical infrastructure operators, and an expanded partnership with Japan's Fujitsu. Together, the deals reinforce Palantir's&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nbis-stock-jumps-after-palantir-nebius-team-up-to-let-companies-own-their-ai-models-not-rent-them/cZt3Dl4RJU1">broader strategy</a> of positioning its software, rather than any individual AI model, at the center of how organizations deploy and manage AI.<a href="https://stocktwits.com/symbol/PLTR">PLTR stock</a> edged 0.3% lower in pre-market trade, while sentiment around the shares fell to ‘extremely bearish’ from ‘bearish’ territory over the past day.&nbsp;<h2 class="st-heading-2">Nvidia Brings Palantir Into Its Own Supply Chain</h2>Palantir and Nvidia announced a partnership that combines Nvidia's Nemotron open models with Palantir's Foundry, AIP and Ontology platforms. "NVIDIA has arguably the most valuable, intricate, and complex supply chain in the world," Palantir CEO Alex Karp said.The system will cover roughly 1.3 million parts across each Nvidia Vera Rubin rack, with the broader supply chain spanning millions of components and thousands of suppliers.&nbsp;Nvidia CEO Jensen Huang said the goal is to turn "this vast operational graph into sovereign intelligence."The companies plan to make the same technology available to customers in industries including manufacturing, energy, healthcare and aerospace. Deployment options will include on-premises infrastructure from Dell (DELL) and Cisco (CSCO), as well as cloud infrastructure through Rackspace and Nebius.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> traded flat in pre-market trade, with retail sentiment on Stocktwits trending in the ‘bearish’ zone over the past day.<h2 class="st-heading-2">Palantir Targets AI-Powered Cybersecurity</h2>Palantir also teamed up with cybersecurity company Method Security to launch the Cardinal Program, which will provide select municipalities, utilities and other critical infrastructure operators with continuous security assessments at no cost.Frontier and open-weight AI models will be used to simulate how an AI-enabled attacker could identify and exploit vulnerabilities. Palantir's Foundry, AIP and Ontology for Cybersecurity will connect those findings and translate them into actionable guidance for the organizations involved.&nbsp;Human oversight will remain part of the process, with the companies saying safeguards are designed to prevent the assessments from disrupting live systems.<h2 class="st-heading-2">Fujitsu Partnership Expands Palantir's Japan Footprint</h2>Lastly, Palantir renewed and expanded its partnership with Fujitsu, which was first established in 2020. Under the new agreement, Fujitsu will adopt Palantir AIP and Foundry and become a Global Forward Deployed Engineering (FDE) Partner.&nbsp;Under the expanded partnership, Fujitsu will combine its own large language model, Takane, with Palantir's software to help Japanese enterprises build production-grade AI applications using their own data. The companies said the approach is intended to allow organizations to maintain control over their data and AI systems within their own operating environments.The three announcements follow a similar partnership Palantir reached with Nebius Group (NBIS) earlier this week, which designated Nebius as its preferred sovereign AI infrastructure partner for commercial customers.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-sells-nvda-pltr-puts-trims-portfolio-risk/cZt7eYxRJzF">Michael Burry Sells NVDA, PLTR December 2026 Puts Amid Portfolio-Wide Cuts – Says He’s ‘Pulling Back’ On Risk</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Palantir Technologies logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on August 6, 2025.

The deals build on Palantir's broader push to position Foundry, AIP and Ontology as the operating layer connecting different AI models, infrastructure and enterprise data.

Palantir Is Everywhere: NVIDIA, Fujitsu, Cybersecurity Join Its AI Push

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