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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.

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.

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.

Silicon Motions dividend increase and managements confidence in record results are drawing attention amid a sharp share-price pullback. Traders are split between buying the weakness on the companys growth outlook in AI-related storage and NAND controllers, and avoiding the stock as selling pressure and damaged chart support persist.

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.

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.

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GEV Stock Drops On Q2 Earnings Miss – CEO Raises Guidance, Says Data Center Orders Have Already Doubled 2025 Total

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GE Vernova’s revenue topped Wall Street estimates, and the company raised its full-year revenue outlook, though earnings per share came in below consensus.


GE Stock Rises Overnight Even As CEO Larry Culp Cuts Growth Forecast, Warns Of Supply Chain Strain From Iran Disruption

During Tuesday’s first-quarter earnings call, Culp noted that global departures edged higher overall, while the Middle East experienced a decline. 


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GE’s Great Breakup Wasn’t A Gamble — It Was A Masterstroke. And Vernova’s AI-Driven Surge Proves It

GEV has rapidly transformed into a high-momentum energy and infrastructure powerhouse, capitalizing on explosive demand from data centers, grid modernization needs, and nuclear investments.


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Bullish Sentiment

<ul class="summary-bullets"><li>GE Vernova CEO Scott Strazik said the company now expects to have at least 125 GW of gas equipment under contract by the end of 2026, up from the prior target of 110 GW.</li><li>The CEO also said data center orders have already exceeded $5 billion this year, more than double the company's total for all of 2025.</li><li>Some retail traders on Stocktwits viewed GEV stock’s pre-market sell-off as an overreaction, pointing instead to the stronger backlog and higher guidance.</li></ul>GE Vernova (GEV) plummeted in early morning trade on Tuesday, on track to erase the stock's gains for the week, after the company beat revenue estimates and raised its full-year guidance but missed earnings expectations.CEO Scott Strazik also raised the company's long-term gas equipment outlook and noted that the data center orders have doubled as compared to 2025. "We now expect to have at least 125 GW of gas equipment under contract by year-end 2026," he said. "We are also seeing continued demand growth in Electrification, with data center orders reaching over $5 billion year-to-date, more than double our 2025 total."The revised outlook marks another step higher for the energy company’s backlog, which has grown steadily from $150 billion at the end of 2025 to $163 billion after the first quarter (Q1), and now stands at $176 billion.<a href="https://stocktwits.com/symbol/GEV">GEV’s stock</a> fell as much as 8% in pre-market trade. It was among the top trending tickers on Stocktwits at the time of writing. Platform data showed a jump in chatter of nearly 400%. Retail sentiment flipped from 'bearish' to 'bullish' terrirtory over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260722_075210906_png_3c262c5f8c.webp" alt="koyfin_20260722_075210906.png" width="2400" height="1240"><figcaption>GEV stock performance year-to-date. | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">GEV Revenue Tops Estimates, EPS Misses</h2>GE Vernova reported earnings per share (EPS) of $2.47, missing the $3.10 consensus estimate, as per Koyfin. Revenue came in at $11.1 billion, ahead of Wall Street’s expected $10.8 billion. The company raised its full-year 2026 guidance to approximately $46 billion, up from $45 billion.The company also raised its full-year 2026 revenue outlook to approximately $46 billion, up from its prior forecast of $45 billion.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_07_22_080155_png_b12a37a8e6.webp" alt="Screenshot 2026-07-22 080155.png" width="1286" height="692"><figcaption>GEVstock retail sentiment on July 22 as of 7:30 a.m. ET | Source: Stocktwits&nbsp;</figcaption></figure>Many retail investors on Stocktwits argued the market reaction overlooked the company's stronger outlook. One trader described the move as an "over reaction," pointing to the revenue beat and higher guidance.<stembedurl>https://stocktwits.com/Srinivas111/message/659684050</stembedurl>Another said investors should "hold and wait out the algo FUD," suggesting the decline reflected short-term trading activity rather than any deterioration in the company's underlying business.<stembedurl>https://stocktwits.com/BillyBarue/message/659683989</stembedurl>GEV’s stock has gained over 65% this year and risen over 85% in the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hood-coin-mstr-slide-crypto-equities-selloff-oil-price-surge/cZZmh81R7ws">Crypto Equities HOOD, COIN, MSTR Slide With Broader Market After Oil Hits Five-Week High</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

CEO of GE Vernova Scott Strazik speaks at the Semafor World Economy 2026 summit on April 15, 2026 in Washington, DC. (Photo by Alex Wong/Getty Images)

GE Vernova (GEV) plummeted in early morning trade on Tuesday, on track to erase the stock's gains for the week, after the company beat revenue estimates and raised its full-year guidance but missed earnings expectations. 

GE Vernova Inc.

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