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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 as traders focus on rising borrowing costs, heavy debt and capital needs, and the risk that financing its AI data-center expansion could require further dilution. Bears question the businesss ability to manage those costs and warn of broader AI-infrastructure risks, while bulls argue contracted demand remains strong and the selloff is an overreaction.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Hot inflation and rising fuel costs, alongside debate over the Trump administrations Iran policy and Russian diesel arrangement, dominate discussion around DJT. Many traders are bearish and link the political and economic concerns to the stocks decline, while a smaller group sees the weakness as a buying opportunity.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

The sharp selloff is centered on Skydances warrant distribution: shares are trading ex-warrant, and many traders view the decline as a mechanical separation of value, while others argue selling has pushed the stock down too far. Debate is compounded by concerns about dilution and the heavy debt assumed in the Warner Bros. Discovery acquisition.

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. 

A sharp selloff across AI-infrastructure and neocloud stocks has put Nebius under pressure, with traders citing hot inflation and higher-rate concerns alongside questions about lofty valuations and the sectors debt- and capex-heavy data-center buildout. Bulls argue the pullback does not undermine AI-compute demand or Nebiuss business prospects, while bears see signs of a broader AI valuation reset and financing risk.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SOFI is drawing attention after a sharp selloff to new lows, with traders citing hot inflation readings, rising Treasury yields and renewed rate-hike concerns weighing on interest-sensitive fintech and bank stocks. The community is split between buyers calling the decline oversold and a dip-buying opportunity ahead of earnings, and bears warning that broken support and macro pressure could mean further losses; some also debate conflicting analyst ratings.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

LUNR is drawing attention amid a steep selloff that traders often link to weakness across space stocks, competition from SpaceX, and uncertainty around NASAs delayed CLPS 2.0 award. The debate pits buyers citing the companys backlog and lunar potential against bears focused on dilution, cash burn, and execution risks.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas launch of Regna AI with Palantir, aimed at sovereign AI for defense missions and integration with Ondas autonomous systems, is driving the discussion. Bulls see potential to broaden the business beyond hardware, while skeptics question the ventures financial impact and dilution; many are frustrated that the shares weakened despite the announcement.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment focuses on solutions to meet clients’ needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 and is headquartered in Charlotte, NC.

Bank Of America Corp.

Bank of America Corp

Bank of Americas quarterly earnings and revenue miss, alongside a large regulatory penalty tied to anti-money-laundering and sanctions-compliance failures, drove the selloff. Traders debated whether the penalty is a one-off hit that overstates the damage or whether the earnings shortfall and compliance issues signal broader weakness; some viewed the drop as a buying opportunity.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

SLV is drawing attention after a sharp selloff in silver, which traders largely attribute to rising Treasury yields and a stronger U.S. dollar weighing on precious metals. The discussion is mostly bearish about the near-term price action, though some investors are buying the dip and maintaining a longer-term silver-supply and inflation-hedge thesis; claims of deliberate price suppression remain speculation.

Verastem, Inc. is a biopharmaceutical company, which engages in the development and commercialization of drugs for the treatment of cancer. The company was founded by Richard H. Aldrich, Michelle Dipp, Piyush Gupta, Satish Jindal, Eric S. Lander, Robert F. Weinberg, and Christoph H. Westphal on August 4, 2010 and is headquartered in Needham, MA.

Verastem Inc

Verastems early VS-7375 data showing activity across KRAS G12D-mutant cancers, especially pancreatic cancer, is driving attention and a sharp move in the shares. Traders are broadly encouraged by the results but caution that the cohorts are small, while debating whether the accompanying share offerings funding benefits outweigh dilution concerns.

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$SMCI Q2 &#39;25 Earnings Results &amp; Recap 
 
Super Micro Computer Inc. (SMCI) reported Q2 &#39;25 EPS of $0.58-$0.60, slightly below the estimate of $0.61, and revenue of $5.6B-$5.7B, missing analyst estimates of $5.77B. The company lowered its fiscal year 2025 revenue guidance, but maintains a positive outlook for calendar year 2025.

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$SMCI earnings recap 👇 Make sure to follow @StocktwitsEarnings for the latest recaps

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Super Micro Computer Inc

 Q2 '25 Earnings Results & Recap 
 
Super Micro Computer Inc. (SMCI) reported Q2 '25 EPS of $0.58-$0.60, slightly below the estimate of $0.61, and revenue of $5.6B-$5.7B, missing analyst estimates of $5.77B. The company lowered its fiscal year 2025 revenue guidance, but maintains a positive outlook for calendar year 2025.

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Stocktwits Earnings

@StocktwitsEarnings Anyone who see&#39;s the market cap versus  revenue and is still bearish isn&#39;t the sharpest tool in the shed.

Charlie Burdan IV

InvestorX

Money ManNow

Dopamean

Harold Dong

Lilly

Maximus

Jeremiah

Tom Wong

 Anyone who see's the market cap versus  revenue and is still bearish isn't the sharpest tool in the shed.

oldmanrizzer

@StocktwitsEarnings lol the reduction in cash cause they paid down debt cause they gonna have any explosion of orders coming

Be Do Have

Meta invest

Amarante Scott

Brian Dangren

 lol the reduction in cash cause they paid down debt cause they gonna have any explosion of orders coming

Jonathan Hassell

@StocktwitsEarnings No mention of $40 Billion in guidance for FY 2026?

logss

adam

Kusal Matthew (Koos)

Tom O

Hasbu Lala

Summy!

Thomas Siebert

 No mention of $40 Billion in guidance for FY 2026?

@StocktwitsEarnings that recap misses estimates for 2026 as bullish sign

 that recap misses estimates for 2026 as bullish sign

zhygis nesvarbu

@StocktwitsEarnings wow, you&#39;re off by a magnitude of 10. How does 560 MILLION to 570 M exceed the estimate of 5.77 BILLION?

Gabriel

EASY_STREET

 wow, you're off by a magnitude of 10. How does 560 MILLION to 570 M exceed the estimate of 5.77 BILLION?

Grasshopper

@Phoenix2023 thank you for letting us know, we have adjusted the revenue figures mentioned in this post to reflect the company&#39;s filing.

 thank you for letting us know, we have adjusted the revenue figures mentioned in this post to reflect the company's filing.

@StocktwitsEarnings I love all the improvements you&#39;ve made to the site over the years. The polls, the earnings summaries, the ability to post price targets, and bullish/bearish filters, you guys are killing it

Victor Jay Loyola

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a sardi

shawn

Dalbert Nikolopola

 I love all the improvements you've made to the site over the years. The polls, the earnings summaries, the ability to post price targets, and bullish/bearish filters, you guys are killing it

Logan Davison

Mark Jones

@StocktwitsEarnings we need to look beyond and look at the 2026 numbers, &quot;40B is a very conservative estimate&quot; according to Charles. We are here for long not only for 2025.

Brandonsbain

 we need to look beyond and look at the 2026 numbers, "40B is a very conservative estimate" according to Charles. We are here for long not only for 2025.

Chad Chen

@StocktwitsEarnings Make sure that you still have where to live , on the street.

 Make sure that you still have where to live , on the street.

@StocktwitsEarnings do we see the Feb 25 release as sell the news then? Earning is not good actually. Charts look very bullish though.

StockTwits for iOS

 do we see the Feb 25 release as sell the news then? Earning is not good actually. Charts look very bullish though.