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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 after extending its post-IPO slide to fresh lows, with traders citing upcoming share unlocks and insider selling, a TD Cowen price-target cut, and concerns about OpenAI concentration and the companys ability to scale. Bearish sentiment dominates, though some investors see the decline as overdone and point to its cash position, backlog, and wafer-scale AI technology as reasons to buy.

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 selloff alongside other AI infrastructure and neocloud stocks, amid concerns about financing needs, debt exposure and whether AI spending will generate adequate returns. Traders are divided between viewing the decline as an oversold buying opportunity with bounce or short-squeeze potential and warning that rebounds may fade as sector-wide selling continues.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS CEO Angelos Stergious anniversary post about the companys next chapter with GPS and SLS009 has fueled speculation about upcoming clinical news or a buyout, though some traders see it as a routine reassurance. Discussion chiefly centers on the blinded Phase 3 REGAL trial, whose final analysis is triggered at 80 deaths; the last reported count was 78, and traders disagree on whether the prolonged wait is encouraging or simply leaves the outcome uncertain.

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.

DJTs slide to fresh lows is being linked to Trumps declining approval and the approaching midterms, with traders treating the stock as highly exposed to political sentiment. Bearish discussion dominates, citing weak business fundamentals and Truth Social engagement, though some traders see 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

GM is drawing attention ahead of its Q3 earnings report, with traders weighing the results against scrutiny of the 6.2L engine recall fix after reports of failures following repairs. The community is debating whether potential warranty and legal costs could overshadow the quarter, while options positioning appears mixed.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

United CEO Scott Kirbys support for a wealth tax and inheritance taxes approaching 100% has prompted angry calls for a boycott, though some traders remain focused on the airlines upcoming quarterly results. Ahead of earnings, discussion also weighs bullish expectations against concerns that higher fuel costs and economic uncertainty could pressure margins.

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 interim ARO-MAPT results are driving attention: the experimental RNAi treatment showed substantial tau reduction after subcutaneous dosing, prompting discussion of potential blood-brain barrier delivery and broader CNS-platform validation. Traders largely view the data as encouraging but debate its significance because it is an early biomarker result, while many are frustrated that the share-price reaction has been muted.

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 sharp AI and semiconductor selloff, as traders debate whether AI infrastructure demand can justify spending and valuations or whether debt and financing risksparticularly around CoreWeavesignal deeper trouble. Bulls cite continued demand and upcoming company updates, while skeptics point to weak price action and uncertain returns on AI capex.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Deltas Q3 earnings miss and reduced full-year profit outlook, attributed to sharply higher fuel costs, dominate discussion despite resilient travel demand and premium revenue. Traders are divided between concern that fuel and other expenses will keep squeezing margins and optimism that strong bookings and fare increases can offset the pressure.

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 steep selloff is drawing attention amid concerns about its heavy debt, costly financing and ability to fund AI infrastructure expansion, alongside a broader pullback in neocloud stocks. Bears warn of refinancing and dilution risks, while bulls point to contracted demand and Nvidia ties; traders also debate whether Goldmans Buy upgrade and ARKs purchases can support a recovery.

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NFLX Stock Flat Overnight: Netflix's ‘Largest Content Deal’ With Brazil Media Giant Globo Fails To Sway Retail Ahead Of Earnings 

Equity

NFLX retail investors remained ‘bearish’ on worries about its ability to keep subscribers. 


NFLX Stock Dips Overnight: Retail Turns Bearish Ahead Of Earnings As Netflix Reels Under Growth Pressure 

Netflix faces rising investor concerns ahead of earnings as more U.S. users cancel subscriptions and viewing time declines. 


NFLX Stock Dips Overnight: Netflix Faces Analyst Downgrade As Margin Concerns Persist Ahead Of Earnings 

Netflix is facing slowing viewership, rising content costs, and growth concerns ahead of third-quarter earnings. 


Skydance CEO David Ellison Outlines 4 Goals For Merger Success, Company Targets $2B In First-Year Synergies

The combined company has roughly $79 billion in debt and aims to reduce leverage to three times within about three years through revenue growth and cost savings.


Meta Expands Muse To Small Businesses — AI Agent Can Connect With Payments, Commerce And Productivity Tools

Meta introduced Muse earlier this month as a personal AI agent designed to work toward longer-term goals rather than simply respond to individual prompts. Muse for Small Business extends that same model into commercial workflows.

Meta Maps Out Muse Monetization Strategy: Tap With ETFs or Stock?

Meta's Muse AI agent is expanding into commerce ahead of the holiday season. Can it unlock a new revenue stream?

Could Alphabet Be Turning a Corner? ETFs Worth Considering

Alphabet's momentum may be returning. Here are the key catalysts and ETFs offering investors heavy exposure to GOOGL.

Paramount-WBD Merger Faces Fresh Setback: California AG Reportedly Scraps Meeting Over 'Bad Faith' Conduct  

According to a report by The New York Times, California Attorney General Rob Bonta canceled Monday’s settlement meeting with Paramount over its proposed WBD acquisition.


US Stock Index Futures Climb As Yields Cool Off Amid Treasury Support — NVDA, MRNA, MRVL, LOWE In Focus

A rally in 30-year bonds drove yields down by 10 basis points to 5.18%.

US Stocks End Third Session Lower As Higher Treasury Yields, Oil Prices Weigh — BABA, AAPL, GRRR, KLAR, CRWD In Focus

The U.S. 30-year Treasury bond yield spiked to a fresh 19-year high on Tuesday. 

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<ul class="summary-bullets"><li>Netflix’s deal with Globo will bring 18 shows and films to the platform through mid-2027.</li><li>The deal aims to attract viewers in Brazil and other markets amid weak subscriber growth.</li><li>Analysts cut Netflix’s price targets but maintained positive ratings, citing long-term growth potential.&nbsp;</li></ul>Netflix (NFLX) stock slipped overnight despite signing its largest-ever content deal with Brazil’s Globo, as investors remained concerned about subscriber retention and bearish retail sentiment ahead of Tuesday’s third-quarter (Q3) earnings report.&nbsp;<a href="https://stocktwits.com/symbol/NFLX">Netflix stock</a> was 0.07% lower overnight Monday, after a nearly 1% drop in regular trading.&nbsp;<h2 class="st-heading-2">What’s In The Netflix-Globo Deal</h2>The deal, announced Monday, is the biggest ever signed between the two companies. From Dec.18, Globo originals will roll out on Netflix through mid-2027, dubbed and subtitled in multiple languages. The package covers 14 films, three telenovelas and one series.&nbsp;The centerpiece is Walter Salles’ “I’m Still Here,” the 2025 Academy Award winner for Best International Feature, licensed only for Brazil. “Vitória,” starring Oscar nominee Fernanda Montenegro, has been licensed worldwide. “India – A Love Story,” the 2009 International Emmy winner for Best Telenovela, is licensed for the U.S. and Latin America, excluding Brazil. All seven seasons of the comedy “Vai Que Cola” are exclusive to Brazil.According to a Variety&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://variety.com/2026/streaming/global/globo-netflix-im-still-here-walter-salles-india-a-love-story-1236916336/">report</a>, Brazil has more Netflix subscribers than any country outside the U.S., and Latin American subscriptions are expected to reach 63.8 million in 2026 and 73.7 million by 2031.&nbsp;<h2 class="st-heading-2">Analysts Cautious On Netflix Ahead Of Earnings</h2>However, analysts are cautious, though not outright negative. Seaport Research’s David Joyce cut his price target to $90 from $102 but kept a ‘Buy’ rating. He believes shares are oversold on long-term growth but said Netflix is in a “show-me” period.&nbsp;Also, last week, Wedbush lowered its price target on NFLX to $90 from $105 but maintained an ‘Outperform’ rating, saying the leadership change and more focused content spending could help improve user engagement. Netflix named former Disney executive Peter Rice as its new content chief, replacing Bela Bajaria.The streaming giant&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nflx-stock-dips-overnight-netflix-faces-analyst-downgrade-as-margin-concerns-persist-ahead-of-earnings/cZxfhGuRBpa">plans</a> to lay off about 5% of its global workforce, or roughly 800 employees, amid slower growth and lower viewer engagement. Netflix shares have fallen about 42% since its attempted deal to acquire Warner Bros. Discovery, which ultimately went to Skydance (SKYD).&nbsp;Investors will watch its Q3 earnings on Tuesday for updates on its performance and growth plans. According to Fiscal.ai data, analysts see $12.86 billion in revenue with earnings of $0.83 per share.<h2 class="st-heading-2">What Are NFLX Retail Traders Saying&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory. Message volume rose 600% over the past 24 hours.&nbsp;A user&nbsp;<a href="https://stocktwits.com/Ben_Dover_U/message/666878724">argued</a> that without a deep library of its own, Netflix will struggle to hold “fickle” subscribers, and suggested it should buy Lionsgate.&nbsp;Another user expressed pessimism,&nbsp;<a href="https://stocktwits.com/momobull/message/666863803">saying</a>, “same pre-earnings vibes as<a href="https://stocktwits.com/symbol/NKE">&nbsp;$NKE</a> and<a href="https://stocktwits.com/symbol/TTD">&nbsp;$TTD</a> That means 60 then.”A third user&nbsp;<a href="https://stocktwits.com/JohnAF/message/666876514">said</a>, “I’m a bull here but sold covered calls knowing this will get absolutely wrecked on earnings.”NFLX stock has cratered 25% year-to-date.&nbsp;Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/be-stock-adds-3-after-oracle-signals-project-jupiter-moving-quickly/cZx8yWpRBuc">BE Stock Adds 3% After Oracle Signals Project Jupiter 'Moving Quickly'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a close-up of the remote control and the Netflix logo on the TV screen.

Netflix (NFLX) stock slipped overnight despite signing its largest-ever content deal with Brazil’s Globo, as investors remained concerned about subscriber retention and bearish retail sentiment ahead of Tuesday’s third-quarter (Q3) earnings report.

NFLX Stock Flat Overnight: Netflix's ‘Largest Content Deal’ With Brazil Media Giant Globo Fails To Sway Retail Ahead Of Earnings

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