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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.

Trump Media shares are under pressure as traders connect the decline to Trumps reported record-low approval and approaching midterms, while also questioning the companys business fundamentals. Some see the selloff as a speculative buying opportunity, but bearish sentiment dominates.

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 sharp selloff and mounting concern over its heavy debt, costly financing, and ability to fund AI infrastructure expansion. Bears see refinancing and dilution risks outweighing its AI demand and backlog, while bulls point to those growth prospects and dip buying; a bullish analyst call and ARK purchases have not quelled 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 the dominant topic, with traders pointing to lockup-related share supply, reported insider selling and a TD Cowen price-target cut, alongside concerns about valuation and the companys ability to scale. Sentiment is largely bearish, though some investors view the decline as oversold and are adding to positions.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSparks steep selloff alongside other bitcoin miners is driving discussion, with traders pointing to financing and debt costs, higher rates, and weak sector sentiment. Bulls argue the Meta-backed AI data-center lease and bitcoin holdings offer longer-term support, while skeptics say those positives have not offset near-term risks or the stocks underperformance.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

Anktivas FDA label expansion into papillary-only bladder cancer is the main catalyst, but IBRX has sold off despite the approval and positive trial updates. Bulls characterize the decline as a sell-the-news move or short pressure, while skeptics point to valuation, competition, and the need for revenue growth to support the companys expectations.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers prolonged share-price weakness is driving debate over whether robotaxi competition from Waymo and Tesla threatens its rides business, or whether that risk is overstated given its scale and cash generation. Some traders view the shares as undervalued and welcome the ezCater deal as a boost to delivery, while others remain frustrated by the stocks persistent underperformance.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians prolonged slide to fresh 52-week lows is driving discussion, with traders focused on concerns about cash burn, execution and the R2 production ramp ahead of Q3 earnings, despite stronger deliveries. Some are buying the dip and pointing to R2 progress and VW backing, while others question profitability and whether upcoming results can change sentiment.

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 a lack of firm customer commitments. Traders debate whether the selloff is an overreaction or reflects real execution and cash-burn risks, with some expecting a rebound and others questioning whether NuScale can secure projects and deliver reactors.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

Attention centers on the anticipated completion of Compass Pathways rolling FDA application for COMP360, its investigational psilocybin treatment for treatment-resistant depression, and the potential path toward approval and commercialization. Many traders see the regulatory milestone as a catalyst, while others are frustrated by the share-price weakness and uncertainty over the submission timeline and eventual FDA decision.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

EyePoints failed Phase 3 wet-AMD readout has intensified scrutiny of TKI-based treatments and weighed on OCUL, despite arguments that the setback removes a competitor. Traders disagree on whether the results cast doubt on AXPAXLIs prospects or are not comparable because OCUL uses a different molecule and has positive SOL-1 data; attention also centers on its pending NDA and the confirmatory SOL-R study.

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Dell CEO Rejects AI Bubble Fears, Says Chip Supply Could Stay Tight Through 2030 

Equity

He expects the supply-demand imbalance to potentially persist through 2030 because new semiconductor fabrication capacity takes years to build.


AAPL Stock Hits Record High As Apple Unveils HomeView, Revamps Smart Home Lineup

The launch comes weeks after John Ternus took over as CEO, as Apple looks to strengthen its presence in a market where Amazon and Google also compete.

S&P 500, Nasdaq 100 End Lower On Chipmaker Weakness, While Salesforce Gains Aid Dow — META, MSFT, BMBL, CRM, SNAP In Focus

Wall Street’s biggest banks, including JPMorgan, Morgan Stanley, and Wells Fargo, will report earnings this week. 


Nasdaq 100 Ends Lower As Report Of Weaker-Than-Expected OpenAI Revenue Drags Chipmakers — NVDA, DIS, ORCL, SBUX In Focus

OpenAI’s annualized revenue was revealed to be short of the amount previously signaled, FT reported.

SEDG Stock Slides After Deutsche Bank Tags It A Short-Term Sell

Deutsche Bank analyst Corinne Blanchard said elevated interest rates are weighing on SolarEdge products’ U.S. demand and sees risk to fourth-quarter and 2027 earnings.

Broadcom Reportedly Lines Up $60B AI Chip Financing As Anthropic Expands Compute

According to Bloomberg, banks are preparing a syndication for a $42 billion senior-secured tranche as Broadcom seeks financing to help Anthropic and other AI companies access chips and infrastructure.

Apple Takes Aim at the Smart Home: ETFs to Tap?

Apple's smart home push could strengthen its IoT presence, but rich valuation makes Apple-focused ETFs a safer way to play the opportunity.

HPE Stock Price Target Hiked By Barclays On Networking Growth Outlook Jump – Analyst Sees 23% Upside Potential 

Barclays raised its HPE price target to $83 from $79 and maintained an ‘Overweight’ rating following the company’s Networking Investor Day.


S&P 500, Dow Extend Losses From Elevated Yield Pressure — SPCX, TGT, AAPL, MU, NTAP In Focus

30-year Treasury yields are at their highest level since 2002. 

Apple CEO John Ternus Reportedly Weighs A Leaner Organization – Here’s The Key Things Under Consideration

According to a Bloomberg report, Ternus is considering reducing the middle-management layers separating engineers and senior leadership.

Vanguard World Fund - Vanguard Information Technology ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Dell said rental prices for Nvidia H100 chips reached a one-year high about a week ago, citing it as evidence of strong demand.</li><li>He added that public opposition to data centers has not materially changed the company’s 2027 outlook.</li><li>Dell said the company has a large project backlog and has not seen significant delays.</li></ul>Dell Technologies (DELL) CEO Michael Dell on Tuesday dismissed concerns about an artificial intelligence bubble, pointing to a shortage of computing capacity and rising rental prices for Nvidia’s H100 chips as signs of sustained demand.“I don't think there's enough supply for it to be a bubble,” Dell said in an interview with CNBC. He said the company keeps a tab on whether customers put the equipment they order to use and have the capital and data center infrastructure needed to support it. Dell added that the company does not accept every order, but prioritizes customers it believes will deploy the systems and use them to serve their own customers.Dell also pointed to rental prices for Nvidia’s (NVDA) H100 chips, which he said reached a one-year high about a week ago, as evidence of strong demand for computing power.“Why? Because the demand for compute is so strong,” Dell said. He added that customers are seeing significant returns from using computing resources to generate intelligence.<a href="https://stocktwits.com/symbol/DELL">DELL stock</a> fell over 1% in midday trade on Tuesday amid weakness in the broader market.&nbsp;<h2 class="st-heading-2">AI Supply Crunch Could Worsen In 2027</h2>Dell said the gap between demand and supply could widen next year.&nbsp; He explained that building a new semiconductor fabrication plant takes about four years, with new capacity not expected to come online until 2029 or 2030. Meanwhile, AI models and agents are advancing faster than many had anticipated, driving demand for computing infrastructure.“So I do think it will get worse next year in terms of demand and supply,” he said. “Maybe it's a four-year problem because there's just not enough supply.”Dell said he expects that imbalance to continue through 2030, while noting that forecasts become harder the further out they extend.<h2 class="st-heading-2">Dell Sees No Major Data Center Moratorium Threat To 2027 Outlook</h2>Dell said growing public scrutiny of data centers and their energy and water use has not materially changed the company’s expectations for next year. “I don't see it as a big impediment to 2027,” he stated.Dell said the company has a large backlog of projects and has not seen significant delays. He also pointed to efforts to improve system efficiency, reduce energy consumption and develop modular data centers with potentially smaller environmental footprints.<h2 class="st-heading-2">Dell Says AI Needs Safeguards, But US Must Stay Ahead</h2>Dell said AI companies, governments and organizations deploying the technology all have a role in managing potential risks. He called for safeguards around AI models and agents, including limits on their permissions, monitoring and human oversight when harmful outcomes are possible.“I think there's a role for government to play there,” Dell said, adding that companies using AI tools also need to establish boundaries for what those systems can do.On the other hand, Dell also stated that halting AI development or data center construction would hurt the U.S. economy and benefit competing countries.“I think it's very important that we stay ahead,” he said. “I think we can find a path here where we have safe systems that are also incredibly powerful.”<h2 class="st-heading-2">How Does Retail Feel About DELL Stock?</h2>On Stocktwits, retail sentiment DELL stock dipped to ‘bearish’ from ‘neutral’ territory over the past day. However, some traders remained optimistic about its outlook.One user on the platform suggested that the stock could recover to $580.<stembedurl>https://stocktwits.com/SimplifiedTrader/message/666366743</stembedurl>DELL stock has gained nearly 350% this year and around 270% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-says-semiconductor-sell-off-is-way-overdone-nvda-mu-skhy-sndk-stocks/cZxBWE1RBoV">Dan Ives Says Semiconductor Sell-Off Is ‘Way Overdone’ As AI Spending Fears Rattle NVDA, MU, SKHY, SNDK</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Michael Dell at the Featured Session: Business, Life, and the Magic of Austin on March 14, 2024 in Austin, Texas. (Photo by Errich Petersen/SXSW Conference & Festivals via Getty Images)

Dell Technologies (DELL) CEO Michael Dell on Tuesday dismissed concerns about an artificial intelligence bubble, pointing to a shortage of computing capacity and rising rental prices for Nvidia’s H100 chips as signs of sustained demand.

Dell CEO Rejects AI Bubble Fears, Says Chip Supply Could Stay Tight Through 2030

Dell Technologies Inc

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Current Price	$120.33
Prev Close	$118.83
Open	$120.74
Dividend Yield	N/A
50-Day Moving Average	$122.48
Beta	N/A
Avg. Volume	3.85M
PE Ratio	N/A

52-Week High	$130.66
52-Week Low	$83.09
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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