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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 amid a steep post-IPO selloff, with traders pointing to upcoming share unlocks, reported insider selling, and a TD Cowen price-target cut as sources of pressure. The debate is whether the decline is temporary supply and AI-sector weakness or reflects deeper concerns about customer concentration, growth, and valuation; some traders see an oversold opportunity while others expect further downside.

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.

DJT is under pressure at new lows, with traders linking the decline to Trumps falling approval and approaching midterms. Discussion is largely bearish, though a few see a speculative buying opportunity, while others point to concerns about the companys media-business fundamentals.

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

CoreWeaves sharp selloff has focused discussion on its heavy debt, costly financing needs and insider selling, alongside concerns about broader weakness in AI infrastructure stocks. Traders are split between fears of dilution or default and hopes that contracted AI demand, analyst support and buying near recent lows could underpin a recovery.

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 quarterly earnings beat and raised full-year outlook, alongside improved medical-cost trends, are driving attention. Bulls view the results as evidence of a turnaround and welcome the rebound, while skeptics question whether the improvement will last and point to the stocks volatile reaction despite the strong report.

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 drawing attention amid a sharp, prolonged pullback and a wider semiconductor selloff, with traders debating whether concerns about AI spending, financing, and returns signal a broader downturn. Many blame CEO Hock Tans comments likening AI investing to gambling for worsening sentiment, while others view the selloff as a buying opportunity.

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

Anticipation of GMs scheduled Q3 results is driving discussion, with traders watching options activity and the potential for an earnings-related move. The community sees mixed positioningput buying suggests caution, while call activity and bullish trade setups point to optimismwith some viewing the options flow as volatility hedging rather than a directional bet.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers recent climb toward a 52-week high and a key round-number resistance level is driving discussion, with traders highlighting bullish chart momentum and a defensive rotation into pharma. Others question whether the move can hold, pointing to resistance and the absence of a single clear near-term catalyst.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Arrowheads ARO-MAPT interim results are the main focus: traders highlight substantial tau reduction in healthy volunteers and evidence that a subcutaneous RNAi treatment can reach the central nervous system. Many view this as validation of the platform, while others question the muted share-price reaction and note that clinical benefit in Alzheimers patients remains unproven.

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 sharp selloff across AI-infrastructure stocks, fueled by concerns about neocloud financing, debt and whether heavy AI spending will generate sufficient returns. Traders are split on whether the rebound from oversold levels signals a recovery or a temporary bounce, with some arguing Nebius is better positioned than more debt-heavy peers.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is drawing attention amid a volatile rebound after a broad AI and semiconductor selloff, as traders debate whether heavy AI infrastructure spending and debt financing can generate adequate returns. Bulls point to continued chip demand and company announcements, while skeptics warn of an AI spending bubble and further sector weakness.

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Should You Invest in the Vanguard Industrials Index Fund ETF Shares (VIS)?

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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Current Price	$318.66
Prev Close	$320.51
Open	$321.52
Dividend Yield	N/A
50-Day Moving Average	$333.43
Beta	N/A
Avg. Volume	171,568.45
PE Ratio	N/A

52-Week High	$362.21
52-Week Low	$282.03
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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