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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles planned stock and bond offerings to fund its AI infrastructure buildout have fueled concerns about shareholder dilution, rising debt and whether the spending will generate returns. Traders are split between viewing the selloff as an overreaction to a previously outlined funding plan and seeing the capital needs as evidence of mounting financial risk.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells all-stock agreement to acquire Lumentum is the dominant topic, with traders debating whether the move strengthens its position in AI data-center optics or brings too much dilution and deal risk for existing shareholders. The reaction is largely negative, while some investors see long-term strategic value in combining Marvells connectivity business with Lumentums optical technology.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum is driving attention, with many traders criticizing the fixed share exchange and long closing timeline because LITEs value now depends on Marvells stock; others see strategic value in combining their technologies for AI data-center connectivity. The deals AI-optics rationale is competing with concerns about dilution and whether Lumentum shareholders are getting a favorable outcome.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

UBSs upgrade to Buy has added to attention around Rivians stronger quarterly results, raised delivery outlook and R2 ramp. Traders are largely welcoming the potential turnaround, while others remain wary of cash burn, profitability and execution risks; some attribute the move to options activity or a possible short squeeze.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras is drawing attention after a short report from Culper Research alleged its wafer-scale chips have durability and power-use problems that could undermine the companys economics, while challenging its accounting assumptions. Traders are divided over the unverified claims, and IPO lockup share releases are adding to concerns about selling pressure.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors Nov. 22 FDA target decision on deramiocel for Duchenne muscular dystrophy is driving attention, with traders treating renewed launch-related hiring and a more flexible tone on rare-disease reviews as possible positive signalsnot proof of approval. Debate remains over whether the FDA will grant a narrower upper-limb label or reject the application, given the prior advisory-panel concerns and uncertainty about the efficacy evidence.

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.

Q3 earnings and the call have fueled debate as traders react to a weak revenue print and the companys early HPC lease revenue. Bears focus on debt, dilution and execution risks amid a steep selloff, while bulls point to contracted AI data-center leases and operational progress as reasons for longer-term optimism.

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 post-earnings rebound is drawing attention after results missed expectations, while accelerating AWS growth and its outlook reassured many traders. Bulls are framing the recovery as dip-buying on cloud demand; skeptics remain focused on heavy AI capital spending and negative free cash flow.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

UPST is drawing attention for its prolonged selloff and repeated 52-week lows, with traders citing rising yields and rate-hike concerns alongside worries about the companys debt and funding model. Bulls counter that the debt is manageable and point to improving profitability, upcoming earnings and a potential bank charter, while some traders speculate about a short squeeze.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

A third-party report and photo placing POET optical-engine hardware in Foxconns photonics ecosystem have renewed interest, with traders viewing it as validation of the existing FIT relationship and a possible path into AI data-center deployments. Bulls speculate about future orders and production, while skeptics say a showcase is not proof of commercial shipments; the MarvellLumentum deal has also sparked debate about whether industry consolidation helps or sidelines POET.

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Cathie Wood’s ARK Scoops Up 2 Brazilian Stocks Amid Selloff On Lula’s Win; Michael Burry Sees ‘Opportunity’ In One

Equity

Following a sharp selloff in Brazilian stocks after election results, ARK Investment Management purchased shares worth $964.8K in Nu Holdings and shares of MercadoLibre worth $3.7 million across two of its exchange-traded funds.

NU Stock Suffers Worst Day On Record In Brazil Market Rout – Monness Crespi Initiates Coverage With ‘Buy’ Rating 

Monness Crespi initiated coverage of Nu with a price target of $20, citing the long-term growth potential of BNPL services and neobanks.


Nasdaq Futures Slip Amid Tech Selloff While S&P 500, Dow Edge Higher Ahead Of Crucial Earnings Week: IREN, CRWV, NBIS, MRNA, EWZ In Focus

Technology stocks sold off sharply last week amid growing concerns around artificial intelligence’s sustainability and debt woes. 

Why Is NU Stock Plunging Nearly 12% Overnight?

Leftist President Luiz Inacio Lula da Silva defeated right-wing Senator Flavio Bolsonaro in the Brazilian elections in a surprising turn of events. 

NU Stock Pops After Hours: Monzo Deal Scare Meets Company Denial

Nu said in a filing with the Securities and Exchange Commission that the company “is not pursuing a transaction with Monzo.”


NU Stock Hits Over 5-Month High In Largest Single-Day Gain Since 2022 – Susquehanna Points To $1B Profit Milestone 

Susquehanna lifted its price target to $16 from $13 while maintaining a ‘Neutral’ rating. 


NU Stock Slips Premarket: BofA Sees Trouble Ahead As Key Executive Hands Over The Reins

BofA Securities downgraded Nu Holdings to ‘Underperform’ from ‘Neutral’ and cut its price target to $10 from $16. 


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Nu Holdings Gets Conditional Approval To Launch Bank In US, Targets 2027 To Go Live

The company said that it received preliminary approval from the U.S. Office of the Comptroller of the Currency to operate as a national bank in the U.S. and will be called Nubank, NA.

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International ETFs like VEA, EZU & EEM outshone U.S. peers in 2025 as cheaper valuations, diversified exposure, and stimulus measures drove substantial gains.

iShares Inc. - iShares MSCI Brazil ETF

Neutral Sentiment

<ul class="summary-bullets"><li>On Monday, ARK Invest purchased 76,636 NU shares worth via the ARK Blockchain &amp; Fintech Innovation ETF.</li><li>The asset management firm also purchased 723 MELI shares worth $1.2 million via ARKF and another 1,493 shares worth $2.5 million through the ARK Next Generation Technology ETF.</li><li>Veteran investor Michael Burry said in a Substack comment that the sharp decline in MELI stock seemed like a buying opportunity.</li></ul>Cathie Wood’s ARK Investment Management bought shares in Nu Holdings Ltd. (NU) and MercadoLibre Inc. (MELI) after a sharp selloff triggered by Brazil's election results.&nbsp;<a href="https://stocktwits.com/symbol/NU">NU stock</a> plunged nearly 17% at close on Monday and&nbsp;<a href="https://stocktwits.com/symbol/MELI">MELI stock</a> lost nearly 8% at close after a surprise win for Leftist President Luiz Inácio Lula da Silva.&nbsp;Meanwhile, veteran investor Michael Burry said in a Substack comment that MELI's sharp decline seemed like a buying opportunity.<h2 class="st-heading-2">ARK Invest Buys Brazilian Stocks NU And MELI&nbsp;</h2>On Monday, ARK Invest purchased 76,636 NU shares worth about $964,800 via the&nbsp;<a href="https://stocktwits.com/symbol/ARKF">ARK Blockchain &amp; Fintech Innovation ETF (ARKF)</a>.&nbsp;The asset management firm also purchased 723 MELI shares worth $1.2 million via ARKF and another 1,493 shares worth $2.5 million through the&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARK Next Generation Technology ETF (ARKW)</a> on Monday.&nbsp;<h2 class="st-heading-2">Brazilian Stocks Plunge On Election Results&nbsp;</h2>Along with NU and MELI, the&nbsp;<a href="https://stocktwits.com/symbol/EWZ">iShares MSCI Brazil fund (EWZ)</a> also fell nearly 20% at close, while the country’s largest oil company,&nbsp;<a href="https://stocktwits.com/symbol/PBR">Petroleo Brasileiro (PBR)</a>, was down nearly 14%.&nbsp;Brazilian and global markets had been expecting right-wing Senator Flavio Bolsonaro to win after he exceeded expectations in the first round of Brazil's presidential election on Oct. 4.Markets hoped Bolsonaro’s victory would usher in a more market-friendly administration, as the country has grappled with persistent fiscal deficits, rising public debt, and inflation in recent years.&nbsp;Lula’s unexpected fourth-term victory has revived concerns about political and economic uncertainty and stoked worries about the implications for Brazil’s interest rates and currency.&nbsp;"I didn't take ​sides, but it looked like another rigged election," U.S. President Donald Trump told reporters following the results. "It looked very bad to me." The President had not officially endorsed any candidates ahead of the elections, but Reuters reported he had led a campaign to bring Bolsonaro back to power.Lula&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-nu-stock-plunging-nearly-12-overnight/cZUdkmJRBUr">won</a> 51.8% of the vote in the latest elections, compared with Bolsonaro’s 48.2%, according to the Superior Electoral Court.Burry said in a comment in his Substack on Monday that MELI’s decline “is a big hit but I see this as opportunity as I don't see fundamental impact.” He also highlighted the selloff in NU, PBR and EWZ, noting that Citi expects investor focus to shift to Brazil's fiscal outlook and that “the risk that likely higher for longer rates will delay the bank's asset-quality normalization.”Meanwhile, Pantheon Macroeconomics' chief Latin America economist Andres Abadia reportedly told Reuters about the market reaction in Brazil, “The initial selloff could moderate as election-related positions are unwound, but investors will demand convincing fiscal commitments before rebuilding exposure.”<h2 class="st-heading-2">Retail Stance On NU, MELI Stocks</h2>On Stocktwits, retail sentiment around NU stock jumped from ‘neutral’ to ‘extremely bullish’ at the time of writing amid ‘extremely high’ message volumes.&nbsp;One user&nbsp;<a href="https://stocktwits.com/tymerz/message/667409367">said</a>, “$NU Going to $15 and possibly higher, fast...maybe tomorrow.&nbsp; Record profits and revenue, just released at bad timing.&nbsp; Holding massive Calls strong.”Meanwhile, retail sentiment around MELI stock flipped from ‘bullish’ to ‘extremely bullish’ over a day.&nbsp;A user&nbsp;<a href="https://stocktwits.com/_StockFox_/message/667411469">said</a>, “$MELI def looking to take advantage of lower prices...much, much lower if we get lucky enough.”NU stock is down nearly 25% year-to-date, while MELI stock has lost about 17% in the same period.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

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MercadoLibre Inc

Nu Holdings Ltd

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