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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 has driven sharp swings in NU alongside other Brazilian equities, as traders react to changing expectations about the countrys political and economic outlook. The community is divided between calling the selloff an overreaction and buying opportunity, and warning that political and currency risks could keep pressure on the shares.

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 financing and widespread failures has fueled selling in NBIS and debate over the sectors debt-heavy expansion. Bulls argue Nebius is better positioned, citing its recent Citi financing and customer commitments, while skeptics question whether demand and data-center execution will support the investment.

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 large equity offering and planned follow-on share program to fund its AI infrastructure buildout are driving attention. Traders are split between concern that dilution and heavy spending pressure shareholders and the view that the financing supports Metas AI ambitions, with some pointing to interest from major chipmakers as a positive sign.

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 debt-dependent neocloud providers face failures and consolidation has intensified concern about CoreWeaves financing needs and leveraged AI-data-center expansion. Traders debate whether Musk is attacking a competitor or flagging real industry risks: bears focus on debt and cash flow, while bulls point to contracted demand and Nvidia ties as reasons for optimism.

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 under pressure alongside other neocloud stocks after Elon Musk warned of industry failures and consolidation as debt financing tightens, intensifying concerns about capital needs and data-center returns. Traders debate whether the comments reflect genuine sector risks or self-interested criticism of competitors; bulls point to IRENs contracts and infrastructure while bears question its ability to finance and execute its expansion.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Lula da Silvas unexpected runoff victory has triggered a sharp repricing of Brazilian assets, with traders citing concerns about fiscal policy, political uncertainty and the currency. The community is divided between expecting further selling and viewing the drop as an overreaction or buying opportunity.

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: revenue and EPS topped estimates, but shares sold off as net income and operating margins declined amid heavy spending on shipping, logistics, and credit expansion. Traders are split between viewing the pullback as a buying opportunity given strong commerce and fintech growth, and worrying that reinvestment and margin pressure may continue to weigh on profitability.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys strong quarterly results and raised outlook were followed by a sharp selloff, with traders focused on negative cash flow and heavy spending to expand capacity, as well as concerns that valuation had outpaced fundamentals. Bulls call the drop an overreaction and are buying the dip, while bears see further downside amid cash-generation and valuation risks.

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 leaked Phase 3 melanoma-vaccine results with Merck have driven attention, with the stock selling off despite evidence of reduced recurrence risk. Traders debate whether the clinical result is positive but fell short of elevated expectations, and whether the vaccines future commercial potential justifies the valuation.

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

Brazilian election-driven volatility is the dominant topic: traders link a sharp selloff in XP and other Brazilian stocks to Lulas victory and weakness in the real, while a favorable first-round showing for Bolsonaro later fueled a rebound. The community is divided between dip-buyers expecting a bounce and traders betting the political and macro risks will keep shares under pressure.

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CRDO Stock Hits 6-Month Low After MaxLinear Targets Credo-Dominated Cable Market

Equity

During the company’s earnings call, MaxLinear CEO Kishore Seendripu said the company is targeting 20% to 30% of the 1.6T active electrical cable market over the next couple of years.


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BigBear.ai Holdings, Inc. engages in data-driven decision dominance and advanced analytics that provide its customers with a competitive advantage in a world driven by data that is growing in terms of volume, variety, and velocity. The firm operationalizes artificial intelligence and machine learning at scale through its end-to-end data analytics platform. It deploys its observe, orient and dominate products to customers throughout the defense, intelligence, and commercial markets. The company was founded in 2020 and is headquartered in McLean, VA.

BigBear.ai Holdings Inc

Bearish Sentiment

<ul class="summary-bullets"><li>Seendripu estimated that Credo currently accounts for 93% to 99% of the AEC cable market.</li><li>He said MaxLinear plans to supply silicon components to cable manufacturers and focus its initial efforts on one or two large U.S. data centers.</li><li>According to Futurum Equities strategist Shay Baloor, rapid AEC market growth could allow Credo to continue expanding even if it loses some market share.</li></ul>Credo Technology (CRDO) shares dropped in morning trade on Friday to lows last seen in April in the face of new competitive pressure from MaxLinear (MXL).&nbsp;During MaxLinear’s third quarter (Q3) earnings call, CEO Kishore Seendripu said the company is targeting a 20% to 30% share of the 1.6-terabit (T) active electrical cable (AEC) market over the next couple of years,&nbsp; a market where Credo currently dominates.Seendripu acknowledged that Credo accounts for an estimated 93% to 99% of the AEC cable market, but stated that the industry is beginning to diversify as the technology becomes more complex.<a href="https://stocktwits.com/symbol/CRDO">CRDO stock</a> dropped around 10% in morning trade to hit a 6-month low before paring gains and was among the top trending tickers on Stocktwits at the time of writing. The shares are on track to post their third consecutive week in the red.&nbsp;<a href="https://stocktwits.com/symbol/MXL">MXL stock</a> also moved lower in morning trade, dropping by around 1%.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/CRDO_2026_10_23_10_15_53_f1eac19b2e.png" alt="CRDO_2026-10-23_10-15-53.png" width="1794" height="974"><figcaption>CRDO stock price performance year-to-date on October 23 as of 10:15 a.m. ET. | Source: TradingView</figcaption></figure><h2 class="st-heading-2">MaxLinear Targets 1.6T Active Electrical Cable Market</h2>According to Seendripu, MaxLinear plans to supply silicon components to cable manufacturers and other suppliers rather than compete directly by producing complete cables.&nbsp;He said the company is focusing on one or two large U.S. data centers and expects to capture 20% to 30% of the 1.6T AEC market over the next couple of years. He added that MaxLinear does not expect to expand its efforts across multiple data centers.<h2 class="st-heading-2">Analyst Cuts MaxLinear Price Target Despite Guidance Increase</h2>In a note to investors cited by TheFly, Susquehanna lowered its price target on MXL stock to $70 from $80 while maintaining a ‘Neutral’ rating.&nbsp;The firm cited continued upside from its optical digital signal processor (DSP) business noting that MaxLinear also increased its fiscal 2026 revenue guidance for its PAM-4 business, which is used in high-speed data transmission.Meanwhile, Shay Baloor, the chief markets strategist at Futurum Equities, stated that investors may be underestimating the pace of growth in the AEC market.“I think the market is overlooking how quickly AEC demand is growing because with market already expanding ~3x in a year and content per solution more than doubling at 1.6T that means Credo could lose some share and still deliver massive growth,” he wrote in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://twitter.com/StockSavvyShay/status/2113630930351100055">post</a> on X.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_23_104819_e10a96b206.png" alt="Screenshot 2026-10-23 104819.png" width="992" height="1352"><figcaption>Source: @StockSavvyShay/X</figcaption></figure><h2 class="st-heading-2">How Is Retail Feeling About CRDO Stock?</h2>Retail sentiment around CRDO stock on Stocktwits flipped to ‘bullish’ from ‘bearish’ territory over the past day and chatter jumped to ‘high’ from ‘normal’ levels. Platform data showed a 200% uptick in message volume over the last 24 hours.&nbsp;&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_23_104831_59d626889d.png" alt="Screenshot 2026-10-23 104831.png" width="1278" height="714"><figcaption>CRDO stock retail sentiment on October 23 as of 10:15 a.m. ET. | Source: Stocktwits</figcaption></figure>Meanwhile, sentiment around MXL stock shifted to ‘neutral’ from ‘bearish’ territory over the past day, with a jump in chatter to ‘high’ from ‘low’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_23_104842_2d1981cb74.png" alt="Screenshot 2026-10-23 104842.png" width="1266" height="714"><figcaption>MXL stock retail sentiment on October 23 as of 10:15 a.m. ET. | Source: Stocktwits</figcaption></figure>Some retail traders on Stocktwits viewed the sell-off in CRDO stock as a buying opportunity, anticipating a potential rebound.<stembedurl>https://stocktwits.com/Galaxy_Class_Investor/message/667221299</stembedurl><stembedurl>https://stocktwits.com/Slickmizzle/message/667218018</stembedurl>CRDO stock retained gains of around 5% year-to-date despite the sell-off.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-sndk-skhynix-stocks-rebound-semiconductor-selloff-strategists/cZxyh1rRBxL">MU, SNDK, SKHY Stocks Bounce After Thursday’s Markdown, But Strategists Split: ‘Great Buying Opportunity’ Versus ‘The Kospi Has Peaked’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of Credo Technology Group Holding Ltd (NASDAQ: CRDO) in front of a screen showing the company's latest stock market chart on February 23, 2026 in Qianjiang, Hubei Province, China. (Photo illustration by Cheng Xin/Getty Images)

Credo Technology (CRDO) shares dropped in morning trade on Friday to lows last seen in April in the face of new competitive pressure from MaxLinear (MXL).

Credo Technology Group Holding Ltd

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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