SPDR Dow Jones Industrial Average ETF

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The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is drawing significant investor attention following reports that activist investor Nelson Peltz is preparing a bid to take the company private. The community is actively debating the potential for a short squeeze, citing high short interest and institutional ownership as catalysts for a potential price surge.

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 Group is surging as investors cheer a stellar earnings report featuring triple-digit revenue growth and significant contract wins that underscore robust AI infrastructure demand. The community is heavily focused on a potential short squeeze, with many users mocking prominent bearish analysts and debating the sustainability of the company's aggressive capital expenditure.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is surging after a major earnings beat, fueled by a record-breaking order backlog and massive revenue guidance that has forced Wall Street analysts to aggressively hike price targets. The community is actively debating whether this performance marks a sustainable re-rating for the AI infrastructure leader or if persistent concerns around margins and legal hurdles will continue to suppress its valuation.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is seeing increased volatility as investors weigh strong backlog and defense contract wins against broader sector pressure, with community sentiment divided between frustration over price action and long-term optimism driven by potential lunar and defense-sector growth. Discussions are heavily focused on the company's upcoming earnings report and the lingering influence of broader space-sector trends and market manipulation concerns.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is seeing a volatile trading session following the release of lower-than-anticipated Q2 earnings and a downward revision to its annual revenue guidance, which the company attributes to fluctuating antimony market prices. While some investors are expressing frustration with management, the community remains divided, with many retail shareholders highlighting the company's long-term strategic importance in domestic mineral independence as a key reason to maintain their positions.

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 Systems is seeing heightened volatility and active community debate as investors weigh significant new partnerships, including collaborations with AMD and CrowdStrike, against broader semiconductor sector pressures and looming share lock-up expirations. Market participants are intensely focused on the upcoming earnings report, with many traders closely monitoring price action for signs of a potential breakout or a reversal of recent gains.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is currently facing a sharp valuation pullback following an earnings revenue miss and subsequent analyst downgrades, sparking heated debate among investors regarding whether this represents a fundamental breakdown or a generational buying opportunity. The community is deeply divided between those calling for a further flush to lower support levels and bulls who are aggressively adding to positions, citing the company's strong cash flow, high profit margins, and the potential for resumed share buybacks.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUM is trending as investors digest record quarterly revenue and an aggressive Q3 guidance that signals a pivot into AI infrastructure. The community is heavily focused on the company's expansion into GPU compute and data center capacity, with many discussing the potential for a massive short squeeze given the elevated short interest and upcoming analyst re-rating.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is gaining significant institutional momentum and retail interest as it advances its lead immunotherapy candidate, CAN-2409, toward a planned BLA submission for localized prostate cancer. The community is actively discussing the company's strong institutional backing and tight float, with investors closely watching for upcoming clinical data, manufacturing updates, and conference presentations to drive a potential breakout.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is currently trending as investors weigh significant ongoing youth safety lawsuits against the company's aggressive and costly push into AI infrastructure and open-source models. The community remains divided, with some traders actively buying the dip, citing long-term growth potential and strong ad-revenue fundamentals, while others express frustration over recent price volatility and regulatory headwinds.

Double beat (rev + EPS)

Revenue beat, EPS miss

EPS beat, revenue miss

Double miss

Cerebras Systems ($CBRS) reports Q2 earnings today, with Wall Street expecting a narrower loss of $0.18 per share on roughly $194 million in revenue, reflecting 88% year-over-year growth. Do you expect a double beat, a mixed result, or a double miss? Vote and explain your reasoning in the comments.

Cerebras Systems ($CBRS) reports Q2 earnings today. What do you expect?

Stocktwits

) reports Q2 earnings today. What do you expect?

Stocktwits Polls

$NBIS

$CRWV

Both

Neither

CoreWeave ($CRWV) and Nebius ($NBIS) shares are sharply higher following strong quarterly results. Which are you more interested in buying right now? Vote and explain your reasoning in the comments.

$NBIS and $CRWV both just posted strong quarterly results and their stocks are moving sharply higher. Which are you more interested in buying right now?

CoreWeave Inc

 both just posted strong quarterly results and their stocks are moving sharply higher. Which are you more interested in buying right now?

$AMZN

$MSFT

$GOOGL

$META

$AMZN, $MSFT, $GOOGL, and $META are set to spend nearly $700 billion combined on AI infrastructure in 2026, even as investors have grown increasingly wary of ballooning capex eating into free cash flow. Which hyperscaler are you most bullish on? Vote and explain your reasoning in the comments.

Which hyperscaler are you most bullish on for the next 12 months - $AMZN, $MSFT, $GOOGL, or $META?

Amazon.com Inc

Microsoft Corp

Alphabet Inc Class A

Which hyperscaler are you most bullish on for the next 12 months - 

$CRWD

$NET

$PANW

Which cybersecurity stock are you most bullish on for the next 5 years - $CRWD, $PANW, $ZS, or $NET?  
 
Drop a comment for other tickers, or if you&#39;d rather play it through an ETF like $HACK.

Crowdstrike Holdings Inc

Palo Alto Networks Inc

Zscaler Inc

Cloudflare Inc

Amplify Cybersecurity ETF

Which cybersecurity stock are you most bullish on for the next 5 years - 

?  
 
Drop a comment for other tickers, or if you'd rather play it through an ETF like 

$LITE

$COHR

$IPGP

$AAOI

Photonics stocks have surged over the past year as AI data centers shift from copper to optical interconnects to solve bandwidth and power bottlenecks. Which photonics stock are you most bullish on right now? Vote and explain your reasoning in the comments.

Which photonics stock are you most bullish on right now - $LITE, $COHR, $IPGP, or $AAOI? 
 
Drop a comment for other tickers, or if you&#39;d rather play it through an ETF like $FOTO.

Lumentum Holdings Inc

Coherent Corp

IPG Photonics Corp

Applied Optoelectronics Inc

ETF Opportunities Trust - Tuttle Capital Pure Play Photonics ETF

Which photonics stock are you most bullish on right now - 

? 
 
Drop a comment for other tickers, or if you'd rather play it through an ETF like 

$BRK.B

$MNDY

$RUM

$TTD

Which of these trending stocks are you most bullish on for the next 12 months - $BRK.B, $MNDY, $RUM, or $TTD? 
 
Explain why in the comments.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Monday.com Ltd

Trade Desk Inc

Which of these trending stocks are you most bullish on for the next 12 months - 

$APLD

$IREN

Neocloud stocks have become some of the most talked-about plays on AI infrastructure demand, even as the sector has seen sharp volatility this year. Which neocloud stock are you most bullish on for the next 12 months? Drop a comment for other tickers.

Which neocloud stock are you most bullish on for the next 12 months - $NBIS, $CRWV, $APLD, or $IREN?  
 
Drop a comment for other tickers.

Applied Digital Corporation

IREN Limited

Which neocloud stock are you most bullish on for the next 12 months - 

Yes, the bottom is in

Not yet, more downside ahead

Too early to tell

SpaceX ($SPCX) stock is up over 10% today and is well off its lows in the $104-$105 range. Has $SPCX stock bottomed? Vote and explain your reasoning in the comments.

SpaceX ($SPCX) stock held above $100 through its first post-IPO lockup expiration, with some options traders now betting the bottom is in. Do you think the stock has bottomed?

SpaceX

) stock held above $100 through its first post-IPO lockup expiration, with some options traders now betting the bottom is in. Do you think the stock has bottomed?

The Trade Desk ($TTD) shares plunged more than 20% after a Q2 earnings and revenue miss, along with disappointing Q3 guidance, sending the stock to fresh 5-year lows and triggering a wave of analyst downgrades and price-target cuts. Are you buying $TTD at these levels? Vote and explain your reasoning in the comments.

The Trade Desk ($TTD) stock is crashing after Q2 earnings missed estimates and issued weak Q3 guidance, hitting fresh 5-year lows. Are you buying at these levels?

) stock is crashing after Q2 earnings missed estimates and issued weak Q3 guidance, hitting fresh 5-year lows. Are you buying at these levels?

$DOCS

$CRSR

$TEAM

$DOCS, $AAOI, $CRSR, and $TEAM are all surging following their respective earnings reports. Which of these earnings declines are you most interested in buying? Vote and explain your reasoning in the comments.

Which of these earnings rallies are you most interested in buying - $DOCS, $AAOI, $CRSR, or $TEAM?

Doximity Inc

Corsair Gaming Inc

Atlassian Corporation Plc

Which of these earnings rallies are you most interested in buying - 

$APP

$AXON

$BROS

$CELH

$APP, $AXON, $BROS, and $CELH all sold off sharply following Q2 earnings. Which of these earnings declines are you most interested in buying? Vote and explain your reasoning in the comments.

Which of these earnings declines are you most interested in buying - $APP, $AXON, $BROS, or $CELH?

Axon Enterprise Inc

Dutch Bros Inc

Celsius Holdings Inc

Which of these earnings declines are you most interested in buying - 

Right now, around $110

Under $100

Under $80

Not interested at any price

SpaceX ($SPCX) shares have fallen sharply post-earnings, now trading around $110 and well off their $225 high. At what price would you start buying $SPCX? Vote and explain your reasoning in the comments.

SpaceX ($SPCX) stock is trading around $110 after a rough post-earnings sell-off. At what price would you start buying?

) stock is trading around $110 after a rough post-earnings sell-off. At what price would you start buying?

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Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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<ul class="summary-bullets"><li>Sellas expects topline data from its Phase 2 SLS009 trial in the fourth quarter of 2026.</li><li>The biotech firm reported a second-quarter loss of $0.05 per share, marginally wider than Street estimates, according to Fiscal.ai data.</li><li>Sellas is preparing to study SLS009 in pancreatic cancer.</li></ul>Sellas Life Sciences (SLS) was on investors’ radar Wednesday after Alliance Global highlighted the potential of the biotech firm’s experimental drug SLS009 in treating acute myeloid leukemia.At the time of writing,&nbsp;<a href="https://stocktwits.com/symbol/SLS">SLS shares</a> were trading 5.4% higher.<h2 class="st-heading-2">SLS Is Leading The CDK9 Race</h2>Analyst James Molloy raised the stock’s price target to $35 from $25 and maintained a ‘Buy’ rating, according to The Fly. This represents about 200% upside potential from current levels.While firms such as Prelude Therapeutics (PRLD) and Lite Strategy (LITS) are also developing CDK9 inhibitors, Molloy said SLS009 appears to lead the ‘CDK9 race’ and could be used to treat additional cancers.SLS009 blocks cyclin-dependent kinase 9, or CDK9, a protein that supports cancer-cell survival and growth.’<h2 class="st-heading-2">SLS009 Phase 2 Data Expected In Q4</h2>Sellas has enrolled 28 patients in an 80-patient Phase 2 trial evaluating SLS009 in newly diagnosed AML, an aggressive cancer of the blood and bone marrow. The company expects topline data in the fourth quarter of 2026.Sellas is also preparing to study SLS009 in pancreatic ductal adenocarcinoma, or PDAC, a common form of pancreatic cancer.<h2 class="st-heading-2">GPS Trial Nears Final Analysis</h2>Investors are keeping an eye on the final readout of Sellas’ Phase 3 REGAL trial of Galinpepimut-S, or GPS, in AML patients in second complete remission.The final analysis will begin after the 80th predefined event occurs. That milestone will trigger a database lock, blinded data review, statistical analysis and the eventual release of topline results.<h2 class="st-heading-2">SLS’ Q2 Loss Widens</h2>Meanwhile, Sellas&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sls-stock-holds-steady-after-q2-update-investors-eye-end-of-gps-quiet-period/cZoNXT6RJXF">reported</a> a second-quarter net loss of $9.6 million, or $0.05 per share, compared with $6.6 million, or $0.07 per share, last year. It was marginally wider than Street estimates, according to Fiscal.ai data.Research and development spending increased to $6.3 million, driven by manufacturing, clinical, and regulatory costs tied to GPS. Cash totaled $138.3 million at the end of June.<h2 class="st-heading-2">Retail’s Take On SLS009</h2>Retail sentiment surrounding SLS on Stocktwits turned ‘bullish’ from ‘neutral’ over the past 24 hours.One user said SLS009 will provide “rocket fuel.”<stembedurl>https://stocktwits.com/BobWayne/message/661661235</stembedurl>Another user sees the stock climb to $200 if both GPS and SLS009 trials are successful.<stembedurl>https://stocktwits.com/Imr77/message/661660538</stembedurl>The stock has surged past 170% this year.Also read:<a href="https://stocktwits.com/news-articles/markets/equity/uamy-stock-slumps-on-q2-results-analyst-says-buy/cZo8EqlRJWE">&nbsp;UAMY Stock Heads Toward Biggest Single Day Loss In Over 9 Months – But H.C. Wainwright Still Has A ‘Buy’ Rating</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the SELLAS Life Sciences Group logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Sellas’ Experimental Drug SLS009 Appears To Be Leading The CDK9 Race, Says Alliance Global – Analyst Sees About 200% Upside Potential

Alliance Global analyst James Molloy said SLS009, which is being developed for acute myeloid leukemia, could potentially be used to treat additional cancers.

Equity

Alliance Global analyst James Molloy said SLS009, which is being developed for acute myeloid leukemia, could potentially be used to treat additional cancers.


SELLAS Life Sciences Group Inc

SPDR S&P Biotech ETF

<ul class="summary-bullets"><li>Trian disclosed in a filing with the U.S. Securities and Exchange Commission in February this year that Wendy’s was “undervalued.”</li><li>The Financial Times also reported in May that Trian had discussed potential takeover financing with outside investors, including parties in the Middle East.</li><li>Trian remains Wendy’s largest shareholder, while Trian executive Peter May and Bradley Peltz, Nelson Peltz’s son, sit on the company’s board.</li></ul>Wendy’s Co. (WEN) shares surged on Wednesday after a report said Nelson Peltz’s Trian Fund Management is preparing a potential bid to take the U.S. burger chain private.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/422010c3-ac6e-427f-88cf-e6c878b96637">report</a> by The Financial Times citing people familiar with the matter, Trian is assembling a consortium of investors that could include Flynn Group and Abu Dhabi-based BlueFive Capital<a href="https://stocktwits.com/symbol/WEN">Wendy’s shares</a> were up nearly 16% in the morning session, with the stock rising to a high of more than a month. WEN was the top trending ticker on Stocktwits at the time of writing.<h2 class="st-heading-2">Peltz Builds Consortium For WEN Takeover</h2>Trian, Wendy’s largest shareholder with a 16% stake, is working with potential co-investors on a take-private bid, according to the report. The group could include Flynn Group, one of Wendy’s largest franchisees, and Abu Dhabi-based BlueFive Capital.Flynn Group operates 309 Wendy’s restaurants in the U.S., along with locations in Australia and New Zealand. Trian has also been speaking with outside investors about financing for a potential takeover, according to the report.The group could submit an offer in the coming weeks, although the timeline could change and a bid may ultimately not materialize. If Trian makes a formal offer, Wendy’s independent directors would review the proposal and could negotiate with Trian or pursue a broader auction.<h2 class="st-heading-2">Trian’s Long History With WEN</h2>Peltz’s relationship with Wendy’s dates back to 2005, when&nbsp;Trian launched an activist campaign, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2005-12-26/putting-more-heat-on-wendys">report</a>. Trian remains Wendy’s largest shareholder, while Trian executive Peter May and Bradley Peltz, Nelson Peltz’s son, serve on the company’s board.Trian disclosed in a filing with the U.S. Securities and Exchange Commission (SEC) in February this year that Wendy’s was “undervalued” and said it was contacting potential co-investors about strategic alternatives. The Financial Times also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/90d77d04-bc5b-4c98-aa67-b3483605489b">reported</a> in May that Trian had discussed potential takeover financing with outside investors, including parties in the Middle East.“The board, together with the management team, regularly reviews the company’s strategic priorities and opportunities with the goal of maximising value for all shareholders,” Wendy’s said, according to the report, while adding that it would review any proposal submitted by Trian.<h2 class="st-heading-2">WEN Recently Brought In Industry Veteran In Turnaround Bid</h2>Wendy’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wen-stock-on-track-best-single-day-gains-6-years-retail-ape-in-reddit-post/cZKygDXR7fV">appointed</a> Steve Cirulis as its new Chief Financial Officer and Chief Strategy Officer in June this year, bringing the industry veteran over from Potbelly Sandwich Works, where he held the same roles.Cirulis previously worked with Wendy’s CEO Bob Wright at Potbelly and was credited by Wright with contributing to the sandwich chain’s turnaround.Wright said Cirulis’ experience across large-scale retail and restaurant brands would benefit Wendy’s from day one and help accelerate the company’s transformation efforts. The appointment comes as Wendy’s works to address declining sales and higher ingredient and labor costs.<h2 class="st-heading-2">What Retail Traders Think Of WEN Stock</h2>Retail sentiment on Stocktwits around Wendy’s trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.<a href="https://stocktwits.com/symbol/WEN">WEN stock</a> is up 5% year-to-date, but down 14% over the past 12 months. The iShares Core S&amp;P Small-Cap ETF (IJR) is up 30% over the past 12 months, while the Vanguard Morningstar Small-Cap Value ETF (VBR) is up 23%.The iShares S&amp;P Small-Cap 600 Value ETF (IJS) is up 32% during this period, while the S&amp;P 600 Small Cap Value ETF (SLYV) is up 31%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cava-stock-best-day-5-months-wall-street-turn-bullish-cyclospora-recovery/cZo84clRJW4">CAVA Stock Eyes Best Day In 5 Months — Wall Street Sees Recovery Taking Shape As Cyclospora Fears Ease</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Wendy’s outlet in Bloomsburg, Pennsylvania, United States. 

WEN Stock Soars After Nelson Peltz Reportedly Prepares Take-Private Bid For The Burger Chain

According to a report by The Financial Times, Nelson Peltz’s Trian Fund Management is assembling a consortium of investors that could include Flynn Group and Abu Dhabi-based BlueFive Capital.

iShares Core S&P Small-Cap ETF

iShares S&P Small-Cap 600 Value ETF

SPDR S&P 600 Small Cap Value ETF

Vanguard Small Cap Value ETF

<ul class="summary-bullets"><li>CEO Sam Tabar said NC-1 has moved "from construction into active customer deployment," with initial billing underway and full contracted run-rate billing expected later this month.</li><li>Tabar added that WhiteFiber has signed more than $500 million of new multi-year Cloud Services agreements since its previous earnings call.</li><li>He also stated that the company is pursuing secured financing for NC-1 and seeing customer interest in a capital-light model.</li></ul>Shares of WhiteFiber (WYFI) rallied in pre-market trade on Wednesday after the AI infrastructure company reported a second-quarter beat and its CEO said that “initial billing” was underway at its flagship NC-1 data center campus.CEO Sam Tabar said WhiteFiber has moved NC-1 "from construction into active customer deployment." “Initial billing has commenced, and we expect to reach full contracted run-rate billing across the 40 megawatts of contracted IT load later this month,” he added.&nbsp;<a href="https://stocktwits.com/symbol/WYFI">WYFI stock</a> gained around 13% in pre-market trade and was among the top trending tickers on Stocktwits at the time of writing.&nbsp;WhiteFiber reported second-quarter (Q2) revenue of $28.8 million, topping the $18 million analysts’ estimate cited by Koyfin. Loss per share came in at $0.39, compared with expectations of a $0.40 per share loss.<h2 class="st-heading-2">WhiteFiber’s New AI Contracts Top $500M</h2>Since the company’s previous earnings call in May, Tabar stated WhiteFiber has signed new multi-year Cloud Services agreements representing more than $500 million of aggregate contract value over their initial terms.“Since our last earnings call, we have signed new multi-year agreements representing more than half a billion dollars of aggregate contract value over their initial terms,” he stated.The agreements include a $165 million deal with Baseten to deploy 1,392 NVIDIA B300 GPUs in Ontario and a $108 million agreement with Prime Intellect covering 576 NVIDIA VR200 GPUs in Canada.WhiteFiber also signed a five-year agreement worth more than $160 million for a GPU deployment in the Paris region and an $87.5 million agreement for 576 NVIDIA B300 GPUs in Iceland.<h2 class="st-heading-2">WhiteFiber Moves NC-1 Into Customer Deployment</h2>Tabar stated that NC-1 has the potential to scale toward approximately 300 gross megawatts over time. He added that WhiteFiber is also pursuing secured financing for the project and has entered into exclusivity with a consortium of lenders.&nbsp;"We are also seeing strong customer interest in a capital-light managed-services offering through which customers would fund the underlying hardware while WhiteFiber deploys and operates it,” Tabar said. He explained that the approach could allow the company to expand its AI infrastructure business without bearing the full upfront cost of the GPU hardware.“We believe WhiteFiber is now beginning to demonstrate the development flywheel we set out to build,” Tabar stated.<h2 class="st-heading-2">How Is Retail Feeling About WYFI Stock?</h2>On Stocktwits, retail sentiment around WYFI stock improved to ‘neutral’ from ‘extremely bearish’ territory, while chatter rose to ‘normal’ from ‘low’ levels. Platform data showed that message volume had more than doubled in the last 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/image_26_da70c271bb.png" alt="image (26).png" width="1272" height="695"><figcaption>&nbsp;WYFI stock retail sentiment on August 12 as of 8:00 a.m. ET | Source: Stocktwits</figcaption></figure>One retail trader highlighted the low float of WYFI stock, indicating that the stock has the potential to hold its rally if the Consumer Price Index (CPI) data comes in cool.<stembedurl>https://www.stocktwits.com/dssblue/message/661629928</stembedurl>However, another retail investor flagged their concern about the approximately $230 million of convertible notes, with a conversion price of $25.91.<stembedurl>https://www.stocktwits.com/Disrupter/message/661631468</stembedurl>WYFI stock has gained more than 56% so far this year.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-saylor-mstr-opens-bitcoin-credit-playbook-amid-btc-selling-spree/cZo8GUuRJgL">Michael Saylor Shows How Far Bitcoin Can Fall Before Strategy’s Debt Is At Risk</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

On Monday, Deutsche Bank said CAR’s downgrade to ‘Hold’ from ‘Buy' is "purely fundamental in nature"

WYFI Stock Rallies On Earnings Beat, CEO Says NC-1 Has Entered ‘Active Customer Deployment’ With Initial Billing Underway

WhiteFiber reported $28.8 million in second-quarter revenue, above the $18 million analyst estimate.

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