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Invesco QQQ Trust Series 1

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 caught in a neocloud-sector selloff after Elon Musk warned of tighter financing and widespread failures and consolidation among AI-compute providers. Traders debate whether NBIS is vulnerable to those funding risks or better positioned than peers, citing its Citi financing and customer commitments, while others remain concerned about debt, execution and valuation.

Aventus Network

AVT is drawing attention amid a volatile rebound in a thinly traded, low-float token, with traders watching volume and resistance levels for breakout confirmation. Aventus Cloud and appchain updates add a bullish infrastructure narrative, while others cite weak sustained buying, concentrated holdings, supply concerns, and selling tied to the earlier exploit.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is being discussed amid a sharp selloff in neocloud and AI-infrastructure stocks, after Elon Musk warned that many neocloud companies could fail or consolidate as financing tightens. Traders are divided: some see debt and execution risks, while others dismiss Musks comments as self-interested FUD and point to IRENs customer contracts and infrastructure as reasons for optimism.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nus strong quarterly results, including a milestone in profitability, continued revenue growth, and improving credit metrics, drove a sharp rally and heightened attention. Traders are weighing the strong business performance against choppy price action and lingering concerns about credit quality and Brazil-related risks.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisks upcoming earnings report is the focus after a sharp pullback across memory and storage stocks. Traders are split between expecting strong results and AI-driven storage demand to support a rebound, and fearing that cyclical peak concerns, broader AI-stock weakness, and recent selloffs after strong peer results could outweigh a beat.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Lula da Silvas unexpected runoff victory over Flvio Bolsonaro has jolted Brazilian assets, as traders say EWZs rally had priced in a more market-friendly Bolsonaro win. The community is split between viewing the selloff as an overreaction and warning that political, fiscal, and currency uncertainty could keep pressure on Brazilian stocks.

Petróleo Brasileiro SA engages in oil and gas exploration, production, and distribution activities. It operates through the following segments: Exploration and Production; Refining, Transportation, and Marketing; and Gas and Low Carbon Energies. The Exploration and Production segment covers the activities of exploration, development, and production of crude oil, natural gas liquid, and natural gas, for the primary purpose of supplying its domestic refineries. The Refining, Transportation, and Marketing segment refers to refining, logistics, transport, and trading of crude oil and oil products activities as well as exports of ethanol. The Gas and Low Carbon Energies represents the activities of logistic and trading of natural gas and electricity, transportation and trading of liquefied natural gas, generation and electricity by means of thermoelectric power plants, as well as holding interests in transporters and distributors of natural gas. The company was founded on October 3, 1953 and is headquartered in Rio de Janeiro, Brazil.

Petroleo Brasileiro S.A. Petrobras - ADR

Petroleo Brasileiro

Lulas election victory has triggered a sharp repricing of Brazilian equities, with traders concerned about political and economic uncertainty and the implications for Petrobras under a Lula government. The community is divided between viewing the selloff as a buying opportunity, citing the companys oil business and dividends, and fearing government influence or reduced shareholder payouts.

Lufax Holding Ltd. operates a technology-empowered personal financial services platform. It offers personal lending and wealth management solutions. The company was founded in August 2005 and is headquartered in Shanghai, China.

Lufax Holding Ltd - ADR

Take-private speculation is driving attention after an unexplained overnight rally, though no offer has been disclosed; traders are also focused on the upcoming Q3 report and debating possible shareholder payouts. Lufaxs warning of a substantial quarterly loss adds a counterpoint to the bullish speculation.

ProShares Trust II - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

BOIL is drawing attention amid sharp, volatile moves in natural-gas futures, with traders debating whether mild-weather expectations, strong production and storage builds will keep prices under pressure or whether colder forecasts and supply disruptions could spark a rebound. Many caution that BOILs leveraged, daily-reset structure and futures-roll effects can magnify losses, while bulls look for weather- or inventory-driven spikes.

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

Nvidias decline is being tied to concerns that AI infrastructure spendingparticularly debt-financed neocloud expansion and Nvidias ties to some customersmay be difficult to sustain, despite traders citing strong chip demand and large GPU purchases. The community is split between dip-buyers who see the financing worries as temporary and bears warning of an AI-capex bubble and further semiconductor weakness.

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CRWV, IREN, NBIS Extend Slide: Elon Musk Says Buying A Neocloud Is ‘Pointless’

CoreWeave is under pressure as traders react to Elon Musks warning that many neocloud providers could fail or consolidate, alongside concerns about the sectors debt-heavy financing and rising borrowing costs. Bears fear funding stress and dilution, while bulls argue AI-compute demand and Nvidias backing may help CoreWeave weather the shakeout; some also view Musks comments as self-interested because SpaceX is entering the compute market.

The decline appears tied to Elon Musks warnings that neoclouds face failures and consolidation as financing tightens, alongside broader concerns about debt-fueled expansion and the returns on data-center investment.

Nasdaq Futures Slip Amid Tech Selloff While S&P 500, Dow Edge Higher Ahead Of Crucial Earnings Week: IREN, CRWV, NBIS, MRNA, EWZ In Focus

Equity

Technology stocks sold off sharply last week amid growing concerns around artificial intelligence’s sustainability and debt woes. 

Musk’s warning adds to investor concerns over debt-heavy expansion, while Chamath Palihapitiya sees a turbulent year ahead for the sector.


CoreWeave Stock at Risk of Falling Below $50 as AI Bubble Index Jumps to 74

CoreWeave stock extended its steep downward trend, falling to its lowest level since May last year. This sell-off may continue this yearread more...

AI Debt Has Exploded 4X To Nearly $500 Billion: What It Means For NVDA, ORCL And CRWV, According To IO Fund

Morgan Stanley data cited by IO Fund shows AI-related debt issuance reached $466 billion through September, up from $101 billion during the same period in 2025.

The Next Fannie Mae Is Made Of GPUs

The Next Fannie Mae Is Made Of GPUs

 Authored by Patrick Feeley via Substack,

Private credit is financing the AI buildout against collateral with a short clock, and I think Washington ends up holding the risk...

Karp's logic

Alex Karp, one of the most contrarian CEOs ever, spent...

A Surprising New Rival Is Threatening CoreWeave (and It's Not Best Known as an AI Cloud Company)

Key PointsSpace Exploration Technologies isn't best known as an AI company, but its neocloud business is growing rapidly...

Why CoreWeave is in the crosshairs of the AI selloff

Why CoreWeave is in the crosshairs of the AI selloff...

Why CoreWeave is at the center of the AI selloff

Why CoreWeave is at the center of the AI selloff...

CoreWeave Stock Continues to Fall: What's Happening?

CoreWeave shares are breaking to a new 52-week low Friday, its second fresh low in days, as higher rates keep weighing on the stock.read more...

The AI Rout: Sorting CAPEX Fact From Fiction

Despite the brutal pullbacks in AI-related stocks, debt fears are far overblown and the bullish fundamental case remains rock-solid for the foreseeable future.

This account has been verified as an official CRWV representative.

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CoreWeave Inc.

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

Bullish Sentiment

<ul class="summary-bullets"><li>President Donald Trump told reporters on Sunday that “there will not be a strike (on Iran) today,” putting to rest fears of re-escalation.&nbsp;</li><li>Oil prices pulled back from six-month highs overnight.</li><li>The Federal Reserve is also slated to begin its policy meeting on Tuesday, with October’s interest rate decision likely to set the tone for equity and bond markets for the rest of the year.</li></ul>U.S. stock futures tracked mixed overnight late on Sunday, as last week's sharp selloff in technology stocks weighed on the Nasdaq even as markets brace for crucial earnings updates.&nbsp;As of 10:20 p.m. EDT, Dow futures gained 0.22%, and S&amp;P 500 futures were up 0.11%. Nasdaq-100 futures were down 0.02%.&nbsp;On Friday, U.S. benchmark indexes closed lower. The Dow Jones Industrial Average shed more than 650 points to end 1.23% lower. The Nasdaq Composite was down 2.1% at close, while the S&amp;P 500 fell 0.52%.&nbsp;<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>-1.23%</td><td>52,215.16</td></tr><tr><td>S&amp;P 500</td><td>-0.52%</td><td>7,623.68</td></tr><tr><td>Nasdaq Composite</td><td>-0.21%</td><td>25,955.34</td></tr></tbody></table></figure></div>The Nasdaq and S&amp;P 500 clocked two consecutive weeks of declines amid a widespread tech and AI selloff. However, the Dow Jones clocked three back-to-back weeks in the green.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261026_073427461_73db182b74.png" alt="koyfin_20261026_073427461.png" width="2400" height="1500"></figure><h2 class="st-heading-2">Key US Market Drivers</h2>Technology stocks sold off sharply last week amid growing concerns about the sustainability of artificial intelligence and debt woes.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF (SOXX)</a>,&nbsp;<a href="https://stocktwits.com/symbol/SOXL">Direxion Daily Semiconductor Bull 3X Shares (SOXL)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/SMH">VanEck Semiconductor ETF (SMH)</a> posted three straight weeks in the red but climbed higher in the overnight session late on Sunday.&nbsp;Meanwhile, on the geopolitical front, even as relations between the U.S. and Iran remain fraught with challenges, U.S. President Donald Trump told reporters on Sunday that “there will not be a strike (on Iran) today,” easing fears of re-escalation.&nbsp;Additionally, the U.S. Central Command&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CENTCOM/status/2114396985977426077">said on X</a> that the commander of CENTCOM, Brad Cooper, visited the Strait of Hormuz on Oct. 25, as U.S. forces have helped Gulf partners export more than 1.5 billion barrels of crude oil since summer.CENTCOM also said it had helped more than 3,000 commercial vessels successfully transit the Strait over the last six months."Today, primary transit routes in the Strait of Hormuz remain free and clear of Iranian sea mines thanks to incredible efforts by our people," said Cooper. "We remain intensely focused on keeping commercial traffic flowing as we work with our teammates in the U.S. interagency, Gulf Cooperation Council, and shipping industry."Oil prices pulled back from six-month highs overnight. Brent crude futures were trading at $114.85 a barrel, down 1.60%, while WTI crude futures traded nearly 2% lower at $101.28 per barrel.Meanwhile, as election season takes off worldwide, Trump reaffirmed his endorsement of Benjamin Netanyahu in the lead-up to the Israeli elections. “To the people of Israel, to those who haven’t seen it, I am attaching the Endorsement I gave one week ago to your Prime Minister, Bibi Netanyahu,” he said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/117504022227510179">post</a> on Truth Social.In Brazil, leftist President Luiz Inacio Lula da Silva defeated right-wing Senator Flavio Bolsonaro in a surprising turn of events, sending&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-nu-stock-plunging-nearly-12-overnight/cZUdkmJRBUr">Brazilian stocks lower</a>.&nbsp;Markets will now brace for a busy earnings week, with&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet Inc. (GOOGL)</a>,&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft Corporation (MSFT)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/AMZN">Amazon.com Inc. (AMZN)</a> set to report their earnings. Other key companies set to post their latest quarterly results this week include&nbsp;<a href="https://stocktwits.com/symbol/VZ">Verizon Communications Inc. (VZ)</a>,&nbsp;<a href="https://stocktwits.com/symbol/V">Visa Inc. (V)</a>,&nbsp;<a href="https://stocktwits.com/symbol/BA">Boeing Co. (BA)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/KO">Coca-Cola Co. (KO)</a>.&nbsp;The Federal Reserve is also set to begin its policy meeting on Tuesday, and October’s interest rate decision is likely to set the tone for equity and bond markets for the rest of the year. Markets largely expect the central bank to hold rates steady as the midterm elections approach.&nbsp;<h2 class="st-heading-2">Trending Tickers To Watch&nbsp;</h2>CoreWeave Inc. (CRWV):&nbsp;The ceocloud stock fell nearly 3% overnight after billionaire entrepreneur Elon Musk said the sector will see “guppy-level death and consolidation,” adding that his rocket and AI firm SpaceX has no interest in buying a neocloud company.IREN Limited (IREN)&nbsp;and Nebius Group N.V. (NBIS)&nbsp;stocks also slid nearly 3% on Musk’s comments.&nbsp;Moderna Inc. (MRNA):&nbsp;Shares of the vaccine developer sold off overnight following a data leak from its highly anticipated melanoma vaccine trial.&nbsp;iShares MSCI Brazil ETF (EWZ):&nbsp;The Brazilian exchange-traded fund plunged more than 18% overnight following election results.&nbsp;<h2 class="st-heading-2">Other Market Trends&nbsp;</h2>Among ETFs tracking benchmark indexes, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> and the&nbsp;<a href="https://stocktwits.com/symbol/dia">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> trended higher, while the&nbsp;<a href="https://stocktwits.com/symbol/qqq">Invesco QQQ Trust (QQQ)</a> was down at the time of writing.&nbsp;Meanwhile, the 10-year U.S. Treasury yield fell below 5% to 4.966%. However, the 30-year Treasury yield was at 5.294%.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/TLT">iShares 20+ Year Treasury Bond ETF (TLT)</a> was up 0.48% amid ‘neutral’ sentiment.&nbsp;Asian markets opened mixed on Monday. South Korea's KOSPI, Japan’s Nikkei 225, and China’s SSE Composite were trading lower at the time of writing. However, Australian stocks were in the green at the open.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Stock market numbers are displayed as traders work on the floor of the New York Stock Exchange. (Photo by Michael M. Santiago/Getty Images)

CoreWeave Inc

Moderna Inc

Nebius Group N.V.

VanEck Semiconductor ETF

Direxion Daily Semiconductor Bull 3X Shares

iShares Semiconductor ETF

iShares 20+ Year Treasury Bond ETF

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AI infrastructure stocks are under pressure this week - what have you been doing?

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Retail investors are debating if the recent aggressive comments from high-profile tech leaders regarding debt sustainability represent a calculated market attack.

Heavy discussion surrounds the unsustainable leverage and high interest expenses facing data center providers, fueling fears of future consolidation.

Bulls argue that long-term enterprise demand, major strategic partnerships, and locked-in contracts make current prices an oversold opportunity.

Traders are closely watching the upcoming earnings report to see if management can finally provide clarity amidst a tense quiet period.

Current Price	$54.24
Prev Close	$55.60
Open	$54.92
Dividend Yield	0.00%
50-Day Moving Average	$83.27
Beta	2.67
Avg. Volume	29.54M
PE Ratio	-14.81

52-Week High	$141.79
52-Week Low	$53.50
Market Capitalization	$29.91B
EPS (Annual)	-$2.44
Price to Book	5.95
Revenue Per Employee	$2.34M

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