SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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.

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.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

RKLB Stock Slides 8% After Hours As Neutron Debut Slips Into 2027 Over Manufacturing Issues: CEO Says ‘Possible Success Isn’t Our Standard’

Equity

Rocket Lab CEO Peter Beck pinned the delay on manufacturing issues identified in the forward propellant dome on the launch vehicle’s first stage. 


MDB Stock Dives After-Hours Despite Raised Full-Year Forecast — What’s Driving The Selloff?

For the current quarter, MongoDB guided to $756 million to $761 million in revenue and $1.57 to $1.61 in adjusted earnings, a step down from the just-finished quarter. 


RDDT Stock Jumps 11% After-Hours — What's Driving The Rally?

Reddit Inc. will replace AvalonBay Communities Inc. (AVB) in the S&P 500 effective prior to the opening of trading on Tuesday, August 18.


RKLB Slips After Hours On Q2 Earnings Miss But Retail Traders Cheer Strong Order Backlog, Upcoming Neutron Launch

Combined with deals signed since Q2 closed, Rocket Lab has already booked more than $1 billion in new launch and space systems contracts, the firm said.


HPE Stock Jumps After Morgan Stanley Upgrade — Analyst Admits ‘We’ve Been On The Wrong Side’ Of The Enterprise Hardware Trade

Morgan Stanley also upgraded its broader U.S. IT Hardware industry view to In-Line from Cautious, citing evidence that the current hardware cycle is being driven by refreshes, pull-forwards and AI demand.


GLW Stock Sank 46% In July, Its Worst Monthly Drop In 24 Years — Truist Sees It As A Buying Opportunity

Corning’s shares ended in the red in 16 out of 22 trading sessions in July, with the stock plummeting in double-digits on three of those days.


RDDT Stock Set For Worst Day On Record — Reddit Advances Copyright Suit Against Perplexity In Crusade Against AI Data Scraping

Federal court clears Reddit to advance anti-circumvention claims against Perplexity AI and SerpApi, even as the platform navigates Google search traffic fluctuations following robust Q2 2026 earnings.


RDDT Stock Is In The Limelight Today After Massive Pre-Market Fall — GOOGL Friction Raises AI Licensing Risks, Says Wells Fargo

The selloff in Reddit shares came as investors looked past the earnings beat and focused on slowing U.S. user growth and management's commentary on its relationship with Google.


RBLX Stock Headed For Lowest Level In 21 Months — Wall Street Warns Roblox Platform May Be Entering 'Lifecycle Decline'

Analysts at Benchmark downgraded Roblox to ‘Sell’ from ‘Hold’ with a $33 price target, implying a downside of about 32% from Thursday’s closing price.


VRT Stock Heads For Worst Week In 4 Years After Revenue Miss – But This Analyst Still Sees 68% Upside As CEO Defends AI Demand  

Vertiv CEO reassured about strong AI data center demand despite second-quarter revenue pressure. 

Vanguard Index Funds - Vanguard Morningstar Mid-Cap ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Beck said that the company has identified manufacturing fixes for the issue, giving the company the confidence to move forward.</li><li>The CEO said that building a new forward dome and inspecting it to confirm there are no further issues will be completed before the first quarter.</li><li>Beck noted continued strong demand, including upcoming contract announcements, and said customers value reliability over the earliest possible debut.</li></ul><p>Shares of Rocket Lab (RKLB) declined 8% after hours on Wednesday after the company said its Neutron rocket will not fly until next year, the latest in a series of schedule slips for the vehicle central to its growth plans.</p><p>The stock had dropped 8% in the regular trading session to $59.18 and dived further after hours to as low as $53.44.</p><h2 class="st-heading-2">RKLB’s Manufacturing Issue Forces Delay</h2><p>Rocket Lab CEO Peter Beck pinned the delay on manufacturing issues identified in the forward propellant dome on the launch vehicle’s first stage.</p><p>“They don’t necessarily mean that the dome would fail on flight, but our practice is to proceed only when we believe the system has the appropriate margins,” Beck said in a video update. “Possible success isn’t our standard.”</p><p>Beck said that the company has identified manufacturing fixes for the issue, giving the company the confidence to move forward. However, the process of making a new forward dome, coupled with the time it took to investigate, identify, and resolve the issue, has delayed the vehicle’s launch, he said. The added time will also be used to make upgrades to other parts of the vehicle that were previously planned for future flights, he added.</p><h2 class="st-heading-2">When Will Neutron Launch Now?</h2><p>The CEO said that building a new forward dome and inspecting it to confirm there are no further issues will be completed before the first quarter. The assembly of the complete first stage of the rocket is expected to be completed within the quarter, and the company will be in a better position to announce a launch date then, he added.</p><p>Beck noted continued strong demand, including upcoming contract announcements, and said customers value reliability over the earliest possible debut.</p><p>“We believe Neutron is going to be a game changer, and taking the time now to solve these challenges means we're in a better position to deliver a rocket that's ready to meet the needs for the industry for years to come,” he added.</p><h2 class="st-heading-2">A Series Of Delays For Neutron</h2><p>Neutron was unveiled in 2021 with an original first-flight target of 2024. That goal later moved to mid-2025, then into 2026. A first-stage tank rupture during hydrostatic testing in January 2026 forced another revision to no earlier than the fourth quarter of 2026. In August, Beck had said the window for an end-of-year launch was “narrowing,” with the company focused on pad delivery in Q4 followed by testing.</p><p>Neutron is intended as a reusable medium-lift competitor in a market currently dominated by SpaceX’s Falcon 9, supporting both external customers and Rocket Lab’s own satellite plans.</p><h2 class="st-heading-2">How Did RKLB Retail Traders React?</h2><p>On Stocktwits, retail sentiment around <a class="mention" data-mention="$RKLB" data-symbol-id="RKLB" href="https://stocktwits.com/symbol/RKLB" target="_blank">RKLB stock</a> stayed within the ‘bearish’ territory over the past 24 hours, while &nbsp;message volume increased from ‘low’ to ‘normal’ levels.</p><p>A Stocktwits user dismissed the selloff, noting that the company had previously warned of possible delays.</p><p><stembedurl>https://stocktwits.com/Jimbonada/message/666533522</stembedurl></p><p>Another user, meanwhile, expressed frustration at the fresh delay.</p><p><stembedurl>https://stocktwits.com/dukeofhb/message/666533495</stembedurl></p><p>RKLB stock has dropped 15% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/gene-munster-flags-meta-s-muse-as-a-bigger-risk-to-google-search-than-chat-gpt/cZxQRi2RBqo">Gene Munster Flags Meta’s Muse As A Bigger Risk To Google Search Than ChatGPT</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

RocketLab CEO, Peter Beck poses for a portrait at the company's Auckland headquarters on June 10, 2015 in Auckland, New Zealand. (Photo by Phil Walter/Getty Images)

Beck said that the company has identified manufacturing fixes for the issue, giving the company the confidence to move forward.The CEO said that building a new forward dome and inspecting it to confirm there are no further issues will be completed before 

Rocket Lab USA Inc

Vanguard Mid-Cap ETF

Vanguard Total Stock Market ETF

$SPCX

$NFLX

$TSLA

$META

Which earnings release are you most looking forward to this week: $SPCX, $NFLX, $TSLA, or $META? Drop a comment for others.

Feed

News

Sentiment

Fundamentals

Info

VO Vanguard Mid-Cap ETF

Fundamentals

Latest VO News