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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 broader AI-infrastructure selloff after reports put OpenAIs annualized revenue near $50 billion rather than the previously reported $70 billion, prompting concern about AI demand and data-center spending. Traders are split: some see the figures as a gross-versus-net accounting difference and call the reaction an overreaction, while others remain wary of high valuations and the economics of neocloud providers.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWM is drawing attention for persistent small-cap weakness versus record-setting mega-cap tech, with traders citing elevated Treasury yields, oil and hawkish Fed expectations as pressure on rate-sensitive companies. The debate is between hopes for a rotation-driven rebound from support and concerns that bearish positioning and macro headwinds leave room for further declines.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs agreement to acquire nationwide low-band spectrum for Starlink Mobile is driving attention, with traders debating whether it could challenge established wireless carriers. Bulls view the move as strategically significant, while skeptics question its cost, execution timeline and eventual economics; expected share unlocks are also fueling near-term selling concerns.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is drawing attention amid volatile, range-bound trading as traders position around a Roadster showcase and upcoming earnings. Bulls point to FSD and robotaxi potential, while bears question the valuation and vehicle outlook and expect further downside.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

SpaceXs agreement to acquire low-band spectrum for Starlink Mobile has focused attention on the prospect of a new wireless competitor to AT&T and other major carriers. Traders are split between concern about future customer losses and the view that building a competitive network will take years, leaving some treating the selloff as a buying opportunity.

Verizon Communications, Inc. is a holding company, which engages in the provision of communications, information, and entertainment products and services. It operates through the following business segments: Consumer and Business. The Consumer segment provides consumer-focused wireless and wire line communications services and products. The Business segment offers wireless and wireline communications services and products, including FWA broadband, data, video and conferencing services, corporate networking solutions, security and managed network services, local and long-distance voice services, and network access to deliver various IoT services and products. The company was founded in 1983 and is headquartered in New York, NY.

Verizon Communications Inc

Verizon Communications Inc.

SpaceXs agreement to acquire low-band spectrum for Starlink Mobile has drawn attention to Verizon, with traders linking the news to an after-hours selloff in telecom shares. The community is divided between seeing a long-term competitive threat and viewing the service as years away and no immediate challenge to established carriers.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle shares are drawing attention after reports that Starbucks explored a possible takeover, a rumor traders link to the stocks sharp rise. The talks are unconfirmed, and the community is split between speculation about a potential premium and skepticism that a deal makes strategic or financial sense.

Alignment Healthcare, Inc. is a holding company, which offers a consumer-centric platform that delivers customized health care solutions to seniors and those who need it most, the chronically ill and frail, through its Medicare Advantage plans. It offers health plan options through Alignment Health Plan, and partners with select health plans to help deliver better benefits at lower costs. The company was founded by John E. Kao in 2013 and is headquartered in Orange, CA.

Alignment Healthcare Inc

CMSs 2027 Medicare Advantage ratings cut Alignments largest California contract from 4 stars to 3.5, putting its eligibility for quality-bonus payments tied to 2028 at risk and prompting a sharp selloff. Traders are divided between concerns about the potential financial hit and hopes that the company can challenge the rating or restore it before then.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

SpaceXs agreement to acquire Grain Managements nationwide 800 MHz spectrumfrequencies AST SpaceMobile had pursuedhas raised concerns that Starlink could become a stronger direct-to-device competitor and intensified scrutiny of ASTs launch and execution risks. Traders are divided: some view the lost spectrum opportunity as a setback, while others argue SpaceXs move could push traditional carriers to deepen partnerships with AST; existing carrier agreements remain in place.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Seas share-price weakness despite strong operating growth is driving discussion, with traders citing insider selling and oil-related macro risks as possible headwinds. Bulls counter that Shopee and fintech growth leave the shares undervalued, while others remain frustrated by the persistent decline.

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A.I. stocks sold off after a report that OpenAI&#39;s annualized revenue is $20 billion lower than previously reported. What are you doing right now?

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$APLD maybe selling pressure tomorrow idiot scaredos

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GABRIEL

$SPY $GOOGL $META $MSFT completely avoiding the OpenAI and Anthropic IPO.

They will be dead in the enterprise space by this time next year.

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Marcus Wilson

amberajax2point0

A.I. stocks sold off after a report that OpenAI's annualized revenue is $20 billion lower than previously reported. What are you doing right now?

Stocktwits Polls

@StocktwitsPolls it’s in the first inning with this. It’s like bailing on Google or any other major player at the beginning of the Internet age.

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MakeM0ney_444

Errorplane

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dostephe

 it’s in the first inning with this. It’s like bailing on Google or any other major player at the beginning of the Internet age.

Namhguab

@Namhguab @StocktwitsPolls it’s like bailing on Google just before the dot com bubble…don’t worry, you can get back in when the valuations get adjusted down and then ride the lighting up…

Citten

 it’s like bailing on Google just before the dot com bubble…don’t worry, you can get back in when the valuations get adjusted down and then ride the lighting up…

Michael Gross

@magross24 @StocktwitsPolls nah.. most of the main players on this Ai boom are already huge established companies.  I don’t see the large players getting hit 80 percent like Back then

 nah.. most of the main players on this Ai boom are already huge established companies.  I don’t see the large players getting hit 80 percent like Back then

@Namhguab @StocktwitsPolls not sure I’d call it the first inning. Probably like the 7th inning stretch tho

 not sure I’d call it the first inning. Probably like the 7th inning stretch tho

TS10

@Namhguab @StocktwitsPolls they live for now.

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hugues lefebure

@Namhguab @StocktwitsPolls I remember when Google went public and I scoffed at the evaluation and declined to invest. Oops. AI is here to stay and all we care about is that the hyoerscalers are making money, and of course, they will.

 I remember when Google went public and I scoffed at the evaluation and declined to invest. Oops. AI is here to stay and all we care about is that the hyoerscalers are making money, and of course, they will.