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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

Elon Musks warning that many neocloud companies could fail or consolidate has intensified concerns about CoreWeaves debt-heavy expansion and access to financing. Traders are divided between fears of refinancing pressure, dilution, or insolvency and bullish arguments that AI demand, customer commitments, and Nvidia ties offer support.

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 about tighter financing and potential failures among neocloud companies has driven concern around Nebius and its AI-infrastructure peers. Traders are split: some fear debt and execution risks, while others argue Nebius is better positioned because of its recent financing and customer commitments.

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 neocloud selloff as traders react to Elon Musks warning of industry failures and consolidation amid tighter, debt-sensitive financing for AI data centers. Bears see capital and execution risks, while bulls argue Musks comments overgeneralize and point to IRENs contracts, infrastructure, and ongoing AI-compute demand.

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 attention: strong revenue growth and beats were followed by a share-price selloff as investors focused on lower profits and margin compression from heavy investment in logistics and credit. Traders are split between viewing the spending as a temporary growth investment and worrying that profitability is lagging the expansion.

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

Elon Musks warning that many neocloud companies could struggle as financing tightens has fueled a selloff across AI data-center stocks, with traders debating whether Applied Digitals debt exposure makes it vulnerable. Bullish voices counter that its contracted projects, ongoing buildout and insider purchases distinguish it from weaker operators, while others remain concerned about debt, funding costs and broader sector weakness.

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 unexpected election victory is driving concern about political uncertainty and possible pressure on Petrobrass dividends, prompting debate over the stocks exposure to government policy. Some traders view the weakness as a buying opportunity, arguing that the companys oil production and dollar-linked revenues provide support.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

The iPhone Duo launch is the main focus, with reports of strong initial demand and limited supply countered by concerns over early screen-cracking complaints and whether they signal a broader product problem. Traders are also debating Apples record-level resilience as a defensive stock amid weakness in other tech shares, with earnings seen as a key test of demand and margins.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

SMH is drawing attention amid a sharp semiconductor and AI-trade pullback, as traders question the returns and financing behind AI infrastructure spending amid broader tech weakness. The community is split between warnings of further downside and views that oversold conditions and support could attract dip buyers or prompt a relief bounce.

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 swings are driving attention to Strategy as a leveraged Bitcoin proxy, with traders reacting to a selloff and subsequent rebound. Bulls see dip-buying and squeeze potential, while bears point to further crypto downside and concerns about dilution and preferred-stock financing.

Stellar is an open-source, decentralized network co-founded in 2014 by Jed McCaleb and Joyce Kim to facilitate the fast and low-cost transfer of value across different currencies and assets globally. Managed by the non-profit Stellar Development Foundation, the project serves as a global infrastructure that connects banks, payment systems, and individuals to expand financial access to underserved populations. Its main value proposition lies in providing a bridge between traditional money and digital networks through the use of Anchors, which are trusted entities that hold deposits and issue credits on the ledger.  The network operates using the Stellar Consensus Protocol and a Federated Byzantine Agreement, where nodes choose trusted sets of other nodes to agree on the state of the ledger. This system ensures high throughput and fast finality, where transactions are considered permanent and irreversible within seconds. Key features include a built-in distributed exchange for trading assets without intermediaries and the Soroban platform for developing smart contracts. Users can also utilize the network for tokenizing real-world assets or accessing decentralized finance services like peer-to-peer lending.  Stellar's native token, XLM, is essential for maintaining network integrity by acting as an intermediary to find efficient exchange paths and preventing spam through small transaction fees and minimum account balance requirements. Unlike many other digital assets, the network has no inflation because the community voted to disable the automatic creation of new tokens. While the project received early funding from the payments company Stripe, it is now sustained by a global community of validators and developers rather than traditional venture capital.

Stellar Lumens

XLM is drawing attention for persistent selling pressure and repeated failures to hold recent gains, with traders debating whether weakness reflects broader crypto-market softness or ongoing token selling. Bearish frustration over its lagging price performance competes with dip-buying optimism tied to Stellars institutional tokenization and payments use cases.

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Mark Cuban Claims Bitcoin Failed As War Hedge – But Data Shows BTC Outperforming Gold 

Cryptocurrency

Bitcoin has still gained more than 16% since the conflict began, while gold prices have declined over 15%.


Neutral Sentiment

<ul class="summary-bullets"><li>In a recent interview, Mark Cuban said he has sold most of his Bitcoin holdings and criticized BTC for failing to act like a hedge during the U.S.-Iran conflict.</li><li>Cuban stated that he originally viewed Bitcoin as a superior version of gold but was disappointed by its price behavior during market stress.</li><li>He added that he remains less “disappointed” in Ethereum and dismissed memecoins as “garbage.”</li></ul>Billionaire investor Marc Cuban said this week he’s sold most of his Bitcoin (BTC) holdings and called the apex cryptocurrency a failed hedge compared to gold.“I think Bitcoin has lost the plot,” he said during an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=LurMedA3mdw">interview</a> with Front Office Sports. The Shark Tank host and fomer owner of the Dallas Mavericks stated he started buying Bitcoin because it was meant to be the “best alternative” to fiat currency losing its value, but the price movement during the U.S.-Iran war proved otherwise.“I always thought it was a better version of gold than gold,” he said. “Well, gold just blew up and went to $5,000 [during the war]. Bitcoin dropped. Every time the dollar dropped, Bitcoin should’ve gone up.”Cuban said he was “disappointed” in Bitcoin, not as disappointed in Ethereum, and dismissed memecoins as “garbage”.&nbsp;<h2 class="st-heading-2">Bitcoin Outperforms Gold Since US-Iran War Began</h2>Bitcoin’s price has been trading between $67,000 to near $77,000 since late February, when the first signs of conflict between the U.S. and Iran emerged. However, contrary to Cuban, some market watchers have been&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-outpaces-bullion-amid-us-iran-de-escalation-cathie-woods-flags-shift-in-market/cZJj0nvRIM4">impressed</a> with Bitcoin’s performance against gold since the U.S.-Iran war began.&nbsp;Gold’s price has fallen by over 15% during that time, while Bitcoin’s price has risen by over 16% and Ethereum’s gained nearly 9%. The dollar, meanwhile, moved 1.3% higher.&nbsp;Despite Bitcoin outperforming gold during the U.S.-Iran war, BTC’s price remains nearly 40% below its record high of over $126,000 seen in October. Meanwhile, gold’s price has fallen just 16% from its all-time high of over $5,600 per ounce seen in FebruaryOn Thursday,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> traded at around $77,7000, edging 0.3% higher in the last 24 hours.&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> gained in tandem, trading at around $2,100 . Retail sentiment around the apex cryptocurrency on Stocktwits trended in ‘bearish’ territory over the past day, accompanied by ‘normal’ levels of chatter.Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/GLD/">SPDR Gold Shares ETF (GLD)</a> traded flat with gold’s price trading slightly above $4,500. Retail sentiment around the fund trended in ‘bullish’ territory over the past day, alongside ‘high’ levels of chatter.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bitcoin-slips-after-nvidia-earnings-while-oil-surge-spooks-markets/cZXC5hNReFu">Bitcoin, Ethereum Slip After Nvidia Earnings While Oil Surge Spooks Markets</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Entrepreneur and Cost Plus Drug Company (MCCPDC) Co-Founder Mark Cuban and Amazon Pharmacy Vice President in the Eisenhower Executive Office Building on May 18, 2026 in Washington, DC. (Photo by Chip Somodevilla/Getty Images)

Billionaire investor Marc Cuban said this week he’s sold most of his Bitcoin (BTC) holdings and called the apex cryptocurrency a failed hedge compared to gold.

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