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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

Broadcom is caught in a semiconductor selloff as traders question the returns and financing behind AI infrastructure spending, with CEO Hock Tans warning that some AI investing resembles gambling adding to concerns. Bears see his comments and AI-credit risks as reasons for continued weakness, while bulls argue demand and Broadcoms fundamentals remain intact and view the decline as a buying opportunity.

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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Pulmatrix Shares Dive As Privately-Held Pharma Company Chooses To Merge With Gyre Therapeutics Instead

Equity

Pulmatrix said that Cullgen notified it of the termination of the deal between them on Feb. 28.


Pulmatrix, Inc. is a clinical stage biotechnology company, which engages in the development and discovery of novel inhaled therapeutics products. The company was founded by David Alan Edwards, Mark J. Gabrielson, Alexander M. Klibanov, and Robert S. Langer, Jr. in April 2003 and is headquartered in Framingham, MA.

Pulmatrix Inc

Bearish Sentiment

<ul class="summary-bullets"><li>Gyre Therapeutics subsequently said that it has entered into an agreement to acquire Cullgen in an all-stock transaction valued at about $300 million.</li><li>Under the terms of the merger deal, Cullgen will become a wholly owned subsidiary of Gyre.</li><li>Meanwhile, Pulmatrix said that it continues to pursue alternative merger opportunities.</li></ul>Shares of Pulmatrix, Inc. (PULM), slumped 36% on Monday after the company said that its merger agreement with privately-held pharmaceutical company Cullgen Inc has been terminated.The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.prnewswire.com/news-releases/pulmatrix-announces-termination-of-prior-planned-merger-and-continues-pursuit-of-alternative-merger-opportunities-302700613.html">said</a> that Cullgen notified it of the deal termination on Feb. 28. The two companies had entered a merger deal in November 2024 and modified it in December 2025 to allow each party to explore alternate transactions. The company added that it did not receive necessary approval from China Security Regulatory Commission for the deal at the time of Cullgen’s agreement termination.Gyre Therapeutics, Inc. (GYRE) subsequently <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.globenewswire.com/news-release/2026/03/02/3247348/0/en/Gyre-Therapeutics-Enters-into-Agreement-to-Acquire-Cullgen-to-Gain-Targeted-Protein-Degradation-Platform-and-Pipeline.html">said</a> that it has entered into an agreement to acquire Cullgen in an all-stock transaction valued at about $300 million.<h2 class="st-heading-2">Gyre-Cullgen Deal</h2>Cullgen is focused on the discovery and development of targeted protein degrader (TPD) and degrader antibody conjugate (DAC) therapies. &nbsp;Under the terms of the merger deal, Cullgen will become a wholly owned subsidiary of Gyre.The transaction is expected to close early in the second quarter of 2026, subject to customary closing conditions, including necessary regulatory approvals in the U.S.Following the closure of the acquisition, the new combined entity will be a fully integrated biopharmaceutical company with U.S.- and China-based capabilities spanning from discovery to manufacturing and commercialization and covering multiple therapeutic areas including inflammatory diseases, cancers, and pain, the company said.Shares of GYRE rallied 8% at the time of writing.<h2 class="st-heading-2">Path Ahead For Pulmatrix</h2>Meanwhile, Pulmatrix said that it continues to pursue alternative merger opportunities."Due to the significant delays at the Chinese Regulatory Authority (CSRC) in 2025, we initiated a process earlier this year to identify an alternative reverse merger opportunity for the Company, and we are encouraged by both the interest we've had to date as well as the recent increase in transaction activity within our industry," the company’s interim CEO Peter Ludlum said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around GYRE rose from ‘Neutral’ to ‘Bullish’ territory over the past 24 hours, while message volume remained at ‘Normal’ levels.Meanwhile, sentiment around PULM stayed ‘bullish,’ accompanied by ‘high’ message volume.<a href="https://stocktwits.com/symbol/GYRE">Shares of GYRE</a> lost 22% over the past 12 months. <a href="https://stocktwits.com/symbol/PULM">PULM stock</a> dipped 75% in the meantime.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/tlry-stock-slumps-whats-driving-the-sell-off/cZd3gYYRI27">TLRY Stock Slumps 4%: What’s Driving The Selloff?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

In this photo illustration, the Gyre Therapeutics logo is displayed on the screen of a tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Pulmatrix said that Cullgen notified it of the termination of the deal between them on Feb. 28.

Gyre Therapeutics Inc

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Current Price	$1.42
Prev Close	$1.36
Open	$1.35
Dividend Yield	0.00%
50-Day Moving Average	$1.50
Beta	0.36
Avg. Volume	46,577.00
PE Ratio	-1.29

52-Week High	$5.08
52-Week Low	$1.16
Market Capitalization	$4.97M
EPS (Annual)	-$1.41
Price to Book	3.26
Revenue Per Employee	$0.00

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