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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 under pressure after Elon Musk warned that many neocloud providers could fail or consolidate and said SpaceX would not buy one. Traders are split between viewing the comments as a self-interested competitive attack and seeing them as confirmation of concerns about the sectors debt-fueled expansion and access to financing.

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 caught in a selloff across AI neocloud stocks after Elon Musk warned of industry failures and consolidation, amplifying concerns about debt-heavy expansion and tighter financing. Traders debate whether those risks threaten IRENs ability to execute or whether its contracts, power and data-center assets distinguish it from weaker operators; some also view Musks comments as self-interested criticism of competitors.

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. 

Elon Musks warnings of consolidation among neoclouds, alongside concerns about debt-funded expansion and tighter financing, have weighed on NBIS with peers. Bulls argue Nebius is better positioned because of its financing access and sustained AI-compute demand, while others remain cautious ahead of earnings.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

A sharp selloff in AI data-center and neocloud stocks, amid concerns about tighter debt financing and Elon Musks warnings about struggling compute operators, dominates discussion; traders also blame Ciphers convertible-note offering and possible dilution for adding pressure. Bulls argue Ciphers powered-shell infrastructure and long-term leases distinguish it from GPU-owning neoclouds, while bears focus on financing, execution, and continued weakness across the sector.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Lula da Silvas unexpected election victory over Flvio Bolsonaro is driving attention to EWZ, with traders linking the selloff in Brazilian assets to uncertainty over economic policy, fiscal conditions, and the currency. Reactions are divided: some expect further weakness, while others view the drop as an overreaction and a buying opportunity; claims that the vote was rigged remain speculation.

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

Lufaxs reverse stock split and a preliminary warning of a substantial quarterly loss are driving discussion, with traders debating whether the hit reflects mostly one-off tax and accounting charges or worsening credit conditions. The selloff has fueled speculation about a buyback, dividend or Ping An take-private, but those remain unconfirmed.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibres latest earnings are driving the discussion: strong revenue growth and beats on key estimates have been overshadowed by falling profit and margin compression amid heavy investment in shipping, logistics, and credit. Traders are debating whether the selloff reflects short-term reinvestment costs or a sign that profitability is lagging growth.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas Phase 3 melanoma-vaccine results with Keytrudashowing a reduced risk of recurrence or deathare driving discussion, but shares sold off as traders questioned whether the positive data met lofty expectations and could support the valuation. Bulls view the results as validation of a broader cancer-treatment platform, while skeptics point to commercialization and efficacy questions in other cancers.

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

Strong quarterly results, accelerating growth and expanding profitability are driving attention, with traders broadly bullish on Nubanks business momentum. Some remain cautious about credit quality and whether the stock can sustain its gains amid its history of sharp swings.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians Q3 earnings and outlook are the focus as the stock trades near 52-week lows. Traders are split between optimism over strong deliveries and the R2 ramp, and concern that losses, cash burn, execution risks, and the CFOs planned exit will weigh on profitability and guidance.

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$SBRA Good week for SBRA Longs with the ticker closing within pennies of its 52-week high @ 22.55.  
 
Does SBRA double-top next week and pull back to consolidate? Or does SBRA break through while continuing its grind up? I’m betting on latter, given global inflation fears, market volatility and sector rotation into safer plays such as healthcare REITS.  
 
SBRA reports Aug 3 after the closing bell. 2Q ER conference call scheduled for 10 a.m. on Aug 4, per BusinessWire:  
https://www.businesswire.com/news/home/20260720968549/en/Sabra-Health-Care-REIT-Inc.-Announces-Second-Quarter-2026-Earnings-Release-Date-and-Conference-Call

Sabra Health Care REIT, Inc. (Nasdaq: SBRA) announced today that it will issue its 2026 second quarter earnings release on August 3, 2026, after the close of...

Businesswire

Sabra Health Care REIT, Inc. Announces Second Quarter 2026 Earnings Release Date and Conference Call

StockTwits Web

Sabra Healthcare REIT Inc

 Good week for SBRA Longs with the ticker closing within pennies of its 52-week high @ 22.55.  
 
Does SBRA double-top next week and pull back to consolidate? Or does SBRA break through while continuing its grind up? I’m betting on latter, given global inflation fears, market volatility and sector rotation into safer plays such as healthcare REITS.  
 
SBRA reports Aug 3 after the closing bell. 2Q ER conference call scheduled for 10 a.m. on Aug 4, per BusinessWire:  
