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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 broader selloff in AI data-center and neocloud stocks, amplified by Elon Musks warning that many operators could fail or consolidate as debt financing tightens. Traders debate whether IRENs customer contracts, infrastructure and AI demand distinguish it from weaker peers, or whether capital needs and execution risks justify further concern.

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 neocloud selloff as traders react to Elon Musks warning about industry consolidation and worries that tighter credit and heavy data-center spending could leave some AI infrastructure underfunded or underutilized. The community is divided: bears see financing and execution risks, while bulls argue Nebius is better positioned than weaker peers and that the sectors demand and contracts remain strong.

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 amid Elon Musks warning that debt-dependent neoclouds face failures and consolidation, amplifying concerns about the companys heavy borrowing, financing access and ability to turn AI demand into returns. Traders are divided between fears of insolvency and dilution and bullish arguments that demand, customer commitments and Nvidias backing could support the business; some also view Musks comments as self-interested.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoins sharp selloff and subsequent rebound are driving attention to MSTR as a leveraged proxy for the cryptocurrency. Traders are split between bullish dip-buying and short-squeeze arguments, and bearish concerns about further Bitcoin weakness and Strategys dilution and financing risks.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Traders are focused on a sharp selloff in AI data-center and neocloud stocks after Elon Musk warned that tighter debt markets could leave many operators struggling; concerns about financing, leverage and CoreWeaves exposure add to the pressure. Some see those risks as a broader threat to APLD, while others argue its contracted data-center pipeline, insider purchases and continuing AI demand make it better positioned than smaller operators.

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 have sparked debate: strong revenue growth was offset by declining profit and margin compression as the company invests heavily in shipping, logistics, and credit. Some traders view the selloff as an opportunity given the businesss growth, while others worry that profitability is lagging and the stocks expectations remain high.

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.

Cipher is drawing attention amid a steep selloff across AI data-center stocks, with traders pointing to its convertible financing and dilution alongside broader concerns about tighter debt markets and Musks warnings about weaker neocloud operators. Bulls argue CIFRs powered-shell and long-term lease model sets it apart from GPU-heavy neoclouds, while bears focus on financing, execution and selling-pressure risks.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

EWZ is drawing attention after Brazils election resultLulas unexpected win over Flvio Bolsonarosparked a sharp selloff as traders reassessed expectations for a more market-friendly outcome and worried about political and economic uncertainty. The community is split between alarm over the drop and dip-buyers who view the reaction as excessive.

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 runoff victory has challenged the Bolsonaro-election trade and raised concerns about political uncertainty and possible pressure on Petrobrass dividends. Traders are split between viewing the selloff as a buying opportunity given the companys low-cost oil production and seeing government intervention as a risk.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs sharp selloff and prolonged run of red sessions dominate discussion, with traders citing weakness across Bitcoin miners, concerns about Bitcoin-linked profitability and financing costs, and frustration that the AI/HPC pivot has yet to produce signed tenant leases. Sentiment is split between expectations of further losses, including around the upcoming earnings report, and dip-buyers who see the stock as oversold and due for a rebound.

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Bond Investors Are Doubting The Long-Term Prospects Of AI Hyperscalers: Fixed Income Expert Chris White 

Equity

In an interview with CNBC, Chris White, CEO of BondCliQ and ViableMkts, said that as bond supply and default risks grow, investors are starting to demand higher yields.

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iShares Trust - iShares Core U.S. Aggregate Bond ETF

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<ul class="summary-bullets"><li>The fixed-income expert said bond markets react over weeks and months, unlike the day-to-day reactions of stock markets.&nbsp;</li><li>As fresh bond issues from hyperscalers enter the market, he raised concerns about higher yields needed to tap the market again.</li><li>The fixed-income expert also noted that as bond oversupply begins, it would also affect the U.S. government’s ability to raise capital.</li></ul>Amid a volatile environment for long-dated U.S. Treasuries, Chris White, CEO of BondCliQ and ViableMkts, believes bond investors are starting to doubt the long-term prospects of many large artificial intelligence hyperscalers.In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=dp1bUOlTiCU">interview</a> with CNBC, White said the major difference between the stock market and the bond market is that the latter reacts over weeks and months, as compared to the day-to-day reactions of stock markets.&nbsp;<h2 class="st-heading-2">Why White Thinks Bond Markets Indicate AI Doubts</h2>“I think the numbers are pretty clear when you look at CoreWeave, when you look at Oracle, and when you look at the other AI hyperscalers that bond investors have been starting to doubt some of the stories regarding the long-term prospects of a lot of these AI hyperscalers,” White said.&nbsp;He said that as default risks grow, investors are starting to demand higher yields on bonds to compensate for greater risk. He pointed out that some of the “pretty big unknown risks” include geopolitical uncertainty.&nbsp;Speaking specifically about&nbsp;<a href="https://stocktwits.com/symbol/ORCL">Oracle Corp. (ORCL)</a> and&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave (CRWV)</a>, White said that while their outstanding debt was about 5% of the total $258 billion outstanding, their short maturity range is far more concerning.&nbsp;Oracle raised $25 billion through an eight-part investment-grade senior unsecured bond offering in February this year. Meanwhile, CoreWeave raised $3.7 billion through convertible notes in September, following high-yield debt issuances earlier in the year.&nbsp;“They're going to have to refinance this debt in the next five to seven years. And that then makes them a lot more sensitive to, I would say, the shorter-term interest rate conditions,” White said.&nbsp;As fresh bond issues from hyperscalers&nbsp;enter&nbsp;the market, he&nbsp;said the worry&nbsp;is&nbsp;that if the hyperscalers need to tap the market again, investors are “going to demand a yield premium to take on the additional risk that these bonds sell off very quickly after they're being issued.”&nbsp;<h2 class="st-heading-2">Investors Are Demanding Yield Premium Across The Spectrum&nbsp;</h2>White added that if Microsoft, the only triple-A-rated AI hyperscaler, taps the bond market at wide spreads, it would become the benchmark for all other AI hyperscalers.“So if Microsoft wanted to back up their yields a little bit and say, hey, we're going to give everyone a sweetheart deal, people are going to expect all the other AI hyperscalers to follow suit,” he said.&nbsp;The fixed-income expert also noted that as bond oversupply begins in the market, it would also&nbsp;affect the U.S. government’s ability to raise capital.Long-dated U.S. Treasuries are already trading near multi-decade high yields. At the time of writing, yields on 10-year U.S. Treasuries and 30-year Treasuries were trading above 5%.&nbsp;“We're obviously hearing comments coming out of the White House that they're concerned about long-term yields. There have been direct bond-buying programs. I think this has a lot to do with the oversupply we're seeing from AI hyperscalers,” he said.&nbsp;<h2 class="st-heading-2">US Bond Market Performance</h2>The&nbsp;<a href="https://stocktwits.com/symbol/TLT">iShares 20+ Year Treasury Bond ETF (TLT)</a> was trading about 1% higher at the time of writing amid ‘neutral’ sentiment. Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/TLH">iShares 10-20 Year Treasury Bond ETF (TLH)</a> was down about 0.05% overnight amid ‘neutral’ sentiment.&nbsp;One user&nbsp;<a href="https://stocktwits.com/AI_Bull_/message/666555880">said</a>, “There's a rush to safety in bonds. Look at the yields sell off as equity is selling off. As yields fall it should have made the markets rally. It isn't. That is telling you money is rotating out of equity and into bonds. Equity is now seen as too risky and bonds is seen as a good place to put your money.”Another user&nbsp;<a href="https://stocktwits.com/Bonds_Salesman/message/666554478">said</a>, “How deep in a recession are we if the AI trade stops? Asking for the non-bond holders out there. Get some bonds!”Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/AGG">iShares Core U.S. Aggregate Bond ETF (AGG)</a>, which tracks the performance of the broad U.S. investment-grade bond market, was up 0.47% overnight amid ‘bearish’ sentiment.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/BND">Vanguard Total Bond Market ETF (BND)</a>, which gives investors exposure to the investment-grade U.S. dollar-denominated bonds, was down 0.13% amid ‘neutral’ sentiment.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rising bond yields have pressured tech stocks in particular on Wednesday.

Bond Investors Are Doubting The Long-Term Prospects Of AI Hyperscalers: Fixed Income Expert Chris White

iShares Core U.S. Aggregate Bond ETF

Vanguard Total Bond Market ETF

Oracle Corp.

iShares 10-20 Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

Up more than 1%

Flat to up 1%

Flat to down 1%

Down more than 1%

What do you think the S&amp;P 500&#39;s ($SPY) return will be next week?

Current Price	$95.96
Prev Close	$96.12
Open	$96.10
Dividend Yield	N/A
50-Day Moving Average	$95.98
Beta	N/A
Avg. Volume	10.92M
PE Ratio	N/A

52-Week High	$101.46
52-Week Low	$93.84
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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