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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 after Elon Musk warned that many neocloud providers could fail or consolidate and said SpaceX would not buy one. Traders are split between viewing the comments as a self-interested competitive attack and seeing them as confirmation of concerns about the sectors debt-fueled expansion and access to financing.

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 selloff across AI neocloud stocks after Elon Musk warned of industry failures and consolidation, amplifying concerns about debt-heavy expansion and tighter financing. Traders debate whether those risks threaten IRENs ability to execute or whether its contracts, power and data-center assets distinguish it from weaker operators; some also view Musks comments as self-interested criticism of competitors.

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 warnings of consolidation among neoclouds, alongside concerns about debt-funded expansion and tighter financing, have weighed on NBIS with peers. Bulls argue Nebius is better positioned because of its financing access and sustained AI-compute demand, while others remain cautious ahead of earnings.

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.

A sharp selloff in AI data-center and neocloud stocks, amid concerns about tighter debt financing and Elon Musks warnings about struggling compute operators, dominates discussion; traders also blame Ciphers convertible-note offering and possible dilution for adding pressure. Bulls argue Ciphers powered-shell infrastructure and long-term leases distinguish it from GPU-owning neoclouds, while bears focus on financing, execution, and continued weakness across the sector.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Lula da Silvas unexpected election victory over Flvio Bolsonaro is driving attention to EWZ, with traders linking the selloff in Brazilian assets to uncertainty over economic policy, fiscal conditions, and the currency. Reactions are divided: some expect further weakness, while others view the drop as an overreaction and a buying opportunity; claims that the vote was rigged remain speculation.

Lufax Holding Ltd. operates a technology-empowered personal financial services platform. It offers personal lending and wealth management solutions. The company was founded in August 2005 and is headquartered in Shanghai, China.

Lufax Holding Ltd - ADR

Lufaxs reverse stock split and a preliminary warning of a substantial quarterly loss are driving discussion, with traders debating whether the hit reflects mostly one-off tax and accounting charges or worsening credit conditions. The selloff has fueled speculation about a buyback, dividend or Ping An take-private, but those remain unconfirmed.

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

Strong quarterly results, accelerating growth and expanding profitability are driving attention, with traders broadly bullish on Nubanks business momentum. Some remain cautious about credit quality and whether the stock can sustain its gains amid its history of sharp swings.

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 quarterly results have sparked debate: strong revenue growth and beats on key measures were overshadowed by falling profit and margin compression as the company invests heavily in shipping, logistics, and credit. Bulls see the spending as a growth investment, while bears question when profitability will recover; the shares sold off after the report.

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

Rivians Q3 earnings and outlook are the focus as the stock trades near 52-week lows. Traders are split between optimism over strong deliveries and the R2 ramp, and concern that losses, cash burn, execution risks, and the CFOs planned exit will weigh on profitability and guidance.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Cornings steep pullback and upcoming quarterly report are driving discussion, with traders debating whether the selloff creates a buying opportunity or signals further downside toward technical support. Bullish posts point to continued AI-related fiber demand, while bears cite weak price action and worry about earnings or stretched valuation.

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Is First Trust NASDAQ Transportation ETF (FTXR) a Strong ETF Right Now?

Should You Invest in the First Trust NASDAQ Transportation ETF (FTXR)?

FDX Stock Gains Premarket — Why Bernstein Still Likes FedEx Stock Even After Lowering Its Target Price? 

Equity

Investors will assess whether the company’s freight spin-off and restructuring efforts are improving profitability. 

Delta Air Lines Stock Tumbles Despite Q4 Earnings Beat – Even A Boeing Order Failed To Lift Confidence 

In the fourth-quarter, Delta recorded $16.0 billion in operating revenue and earnings per share (EPS) of $1.86, both exceeding analysts’ consensus estimates. 


First Trust Exchange-Traded Fund VI - First Trust Nasdaq Transportation ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Bernstein lowered its FedEx price target to $424 from $470 but maintained an Outperform rating, implying about 30% upside.&nbsp;</li><li>The firm cited supportive economic conditions, stable freight pricing and strong air cargo rates.</li><li>Benstein expects FedEx to beat Q4 consensus estimates by roughly 3%.</li></ul>FedEx Corp. (FDX) heads into its fiscal fourth-quarter (Q4) earnings report facing a critical test: whether the company's recent transformation and freight spin-off are beginning to translate into stronger profitability.&nbsp;Bernstein believes the company could deliver stronger-than-expected Q4 results even as the firm trimmed its price target on the stock.<h2 class="st-heading-2">Bernstein Still Sees 30% Upside For FDX</h2>Analysts at Bernstein reduced their price target on FedEx to $424 from $470 while maintaining an ‘Outperform’ rating on the package delivery giant. Still, the reduced price target implies a 30% upside to the stock’s last closing price.&nbsp;In a preview ahead of the company's quarterly report, Bernstein raised its financial outlook and pointed to improving business conditions across the transportation sector.&nbsp;The firm said economic trends have remained supportive, freight pricing has stayed disciplined, and air cargo markets continue to benefit from higher rates. Bernstein indicated that current operating conditions appear favorable for FedEx as it approaches its earnings.&nbsp;The firm said customer demand and pricing have stayed strong, supporting expectations for improved financial results. Analysts projected that FedEx could exceed the consensus forecast for Q4 by roughly 3%.&nbsp;The firm described FedEx as generating substantial cash while trading at levels that do not fully reflect its earnings potential. That combination helped support the decision to keep an Outperform rating despite the lower target price.<a href="https://stocktwits.com/symbol/FDX">FedEx stock</a> inched 0.2% higher in Monday’s premarket.<h2 class="st-heading-2">Why This Earnings Report Matters For FDX&nbsp;</h2>The upcoming release arrives just weeks after FedEx completed the separation of its freight division into a standalone publicly traded company, FedEx Freight Holding (FDXF).&nbsp;FedEx has spent several years restructuring its network, combining previously separate delivery systems and streamlining logistics operations. Management has said those efforts are designed to generate billions of dollars in recurring savings over the next several years.Any evidence that margins are improving despite softer industry-wide shipping volumes could strengthen confidence in the strategy. Analysts expect FedEx to report a revenue of $24 billion with earnings of $5.95 per share.&nbsp;FedEx Freight is slated to report its first earnings on Thursday.&nbsp;<h2 class="st-heading-2">FDX Retail Traders View&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory.A user&nbsp;<a href="https://stocktwits.com/i_am_dumb/message/657006375">said</a>, “At this PE and RSI its like flipping a coin, i will set limit buy based on implied volitility if i get it i great if not than atleast not getting stuck. But its has 60% Probablity of going up.”&nbsp;Another user&nbsp;<a href="https://stocktwits.com/Richandbroke/message/657020522">said</a>, “I think FDX drops 10-15% after earnings and FDFX goes up 10% after theirs..”FDX stock has gained over 40% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/achr-stock-slips-premarket-archer-aviation-ceo-tesla-like-future-for-air-taxis/cZKtYeHR7BO">ACHR Stock Slips Premarket: Archer Aviation CEO Reportedly Pitches Tesla-Like Future For Air Taxis</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the FedEx logo is displayed on a smartphone screen. (Photo by Cheng Xin/Getty Images)

FedEx Corp. (FDX) heads into its fiscal fourth-quarter (Q4) earnings report facing a critical test: whether the company's recent transformation and freight spin-off are beginning to translate into stronger profitability.&nbsp;

Fedex Corp

FedEx Freight

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