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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

Brazils presidential election is driving sharp moves in NU alongside other Brazilian stocks, as traders react to uncertainty over the countrys economic and political outlook. Some see the selloff as an overreaction and a buying opportunity, while others remain concerned about Brazil-specific risk.

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 warning that neoclouds face tighter debt access and widespread failures has fueled selling and debate over Nebiuss financing-heavy expansion. Bears focus on funding, dilution and execution risks, while bulls argue Nebius is better positioned, citing its Citi financing and customer commitments.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Lula da Silvas unexpected runoff victory is driving a sharp selloff and repricing in Brazilian equities, as traders worry about fiscal policy and economic uncertainty. The community is split between viewing the drop as an overreaction and looking to buy the dip, and expecting further weakness until policy direction becomes clearer.

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

Elon Musks warning that neoclouds could face failures and consolidation, alongside concerns about tighter credit and debt-heavy data-center expansion, has weighed on IREN and the broader AI infrastructure group. Traders debate whether the selloff signals real financing and execution risks or is an overreaction to Musks comments, with some arguing IRENs contracts and AI demand support the business.

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

Metas planned equity offerings to finance its AI infrastructure expansion are driving attention, with traders divided over shareholder dilution and heavy spending versus the potential long-term payoff and interest from major chipmakers. The debate is reinforced by concerns about negative free cash flow and whether AI investments can generate sufficient returns.

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

Elon Musks warning that neocloud providers could face failures and consolidation has intensified selling in CoreWeave, alongside broader concerns about debt-heavy expansion and tightening financing. Traders debate whether Musk is talking down a competitor or flagging real risks, while bulls point to AI demand and Nvidias backing.

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 quarterly results are driving discussion: traders point to strong revenue growth and a beat on expectations, but the shares sold off as lower profitability and margin compression fueled concerns about heavy investment in logistics and credit. The debate is whether that spending is a temporary cost of expanding the platform or a sign that growth is coming at too high a near-term cost.

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

XP Inc - Ordinary Shares - Class A

XPs sharp swings are being tied to Brazilian election outcomes and broader sentiment toward Brazilian assets. Traders disagree over whether election-driven selloffs are overdone and due for a rebound or signal further downside.

Vanguard Index Funds - Vanguard S&P 500 ETF

Vanguard S&P 500 ETF

VOO is drawing attention amid a pullback in the broader market, with traders citing rising Treasury yields, persistent inflation and Fed rate-hike concerns as potential headwinds. The community is split between warnings of a deeper correction and investors treating dips as opportunities to accumulate a long-term S&P 500 position.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons upcoming quarterly report is the main focus, especially whether AWS growth and strong AI demand can justify heavy data-center spending and ease cash-flow concerns. Bulls see the pullback as an opportunity, while bears question whether investment will translate into returns quickly enough.

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Stifel⬆️ $ORIC&#39;s PT to $18 from $14 and reiterated Buy after de-risking presentations for ORIC at ESMO 
$PFE $JNJ AZN DSNKY IPSEY BAYRY 
AVBP CGEM 
Here&#39;s what Stifel said in its note: https://x.com/Quantumup1/status/2114664999587029458?s=20

TopOptionsAlerts

Stifel⬆️ $ORIC's PT to $18 from $14 and reiterated Buy after de-risking presentations for ORIC at ESMO$PFE $JNJ AZN DSNKY IPSEY BAYRYAVBP CGEMStifel said in its note -- At ESMO there were numerous de-risking presentations for ORIC that motivated us to raise our TP to $18... https://t.co/godPZhzvIw

X (Formerly Twitter)

quantumup on X (formerly Twitter): "Stifel⬆️ $ORIC's PT to $18 from $14 and reiterated Buy after de-risking presentations for ORIC at ESMO$PFE $JNJ AZN DSNKY IPSEY BAYRYAVBP CGEMStifel said in its note -- At ESMO there were numerous de-risking presenta...

H.C. Wainwright⬆️ $ORIC&#39;s PT to $27 from $25 and reiterated at Buy. 
$PFE $VIR JNJ IPSEY DSNKY 
AVBP CGEM AZN 
Here&#39;s what H.C. Wainwright said in its note to investors:  https://x.com/Quantumup1/status/2086785654541738231?s=20

H.C. Wainwright⬆️ $ORIC's PT to $27 from $25 and reiterated at Buy.$PFE $VIR JNJ IPSEY DSNKYAVBP CGEM AZNH.C. Wainwright said -- As we look into 2H26, we note a catalyst-rich year for ORIC, which includes:(1) a program update for ORIC-944 in 2H26 (see our prior note for our... https://t.co/e4jXjwA9i5

quantumup on X (formerly Twitter): "H.C. Wainwright⬆️ $ORIC's PT to $27 from $25 and reiterated at Buy.$PFE $VIR JNJ IPSEY DSNKYAVBP CGEM AZNH.C. Wainwright said -- As we look into 2H26, we note a catalyst-rich year for ORIC, which includes:(1) a progr...

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ORIC Pharmaceuticals Inc

Pfizer Inc

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's PT to $18 from $14 and reiterated Buy after de-risking presentations for ORIC at ESMO 


 AZN DSNKY IPSEY BAYRY 
AVBP CGEM 
Here's what Stifel said in its note: 