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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.

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.

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.

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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.

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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AT&T Warns Tariffs Could Raise Smartphone Prices, But Reaffirms 2025 Guidance

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AT&amp;T (T) CEO John Stankey said on the company’s first-quarter earnings call that President Donald Trump’s new tariff policy has not yet affected its financial outlook. However, he warned that the tariffs could lead to higher smartphone prices for consumers in the coming months.AT&amp;T reported earnings per share of $0.51, narrowly missing estimates of $0.52, according to Koyfin.&nbsp;Revenue rose 2% from a year ago to $30.6 billion, slightly above the $30.4 billion forecast.&nbsp;Net income climbed to $4.7 billion, beating expectations of $3.6 billion and up from $3.8 billion a year earlier.“The announced tariffs could potentially increase the cost of smartphones and other devices as well as the cost of network and technical equipment,” Stankey said during the call, noting that the impact would depend on vendor pricing strategies and shifts in consumer demand.He explained that if tariffs make phones more expensive, AT&amp;T will likely pass those higher costs on to customers, just like it has in the past when handset prices rose.&nbsp;Customers might respond by keeping their phones longer, and AT&amp;T would adjust its support and pricing models to help manage that. While it’s not ideal for consumers, the company believes it can still protect its profits by adapting its approach, as it has done in the past.Despite potential cost pressures, Stankey said AT&amp;T can manage the risks within its existing 2025 financial guidance. He cited the 90-day pause on reciprocal tariffs and current supply chain visibility as key factors.&nbsp;Still, he noted that there has been a rise in consumer upgrades since the early April tariff announcement, which could represent a shift in demand timing.For the full year, AT&amp;T reaffirmed guidance of low-single-digit revenue growth, with mobility service revenue rising toward the upper end of its 2% to 3% range and fiber broadband revenue growing in the mid-teens.&nbsp;Adjusted earnings before interest, tax, depreciation, and amortization (EBITDA) is expected to grow at least 3%, with capital investment near $22 billion and free cash flow above $16 billion.&nbsp;Full-year EPS is forecasted to be between $1.97 and $2.07.AT&amp;T also reaffirmed that the sale of its 70% stake in DIRECTV to private equity firm TPG&nbsp;is on track to close by mid-2025, marking the company’s exit&nbsp;from the U.S. pay-TV market.<a href="https://stocktwits.com/symbol/T">AT&amp;T’s stock</a> edged 0.7% higher in afternoon trade on Wednesday as the broader market recovered after President Donald Trump said he has “no intention” of firing Federal Reserve Chair Jerome Powell before his term expires next year.The stock is up over 18% year-to-date and has gained more than 65% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/verizon-q1-2025-earnings-top-estimates-subscriber-decline-triggers-stock-drop/chQSAlJRbXL">Verizon Q1 2025 Earnings Top Estimates, But Subscriber Decline Triggers Stock Drop</a>

 AT&T store, building exterior, Fifth Avenue, New York City, New York, USA. 

During the company’s first-quarter earnings call, CEO John Stankey stated that if tariffs increase the cost of phones, AT&T will likely pass those higher costs on to customers, just as it has in the past when handset prices rose.

AT&T Inc

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