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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

A quarterly earnings beat, raised outlook and record AI-compute backlogalongside managements emphasis on customer prepayments and contract-backed financingsparked an after-hours rebound and widespread short-squeeze chatter. Bulls see strong demand and improved financing prospects, while skeptics remain concerned about heavy debt, interest costs, capital spending and the path to sustained cash flow.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidias selloff is centered on governance and national-security concerns surrounding CEO Jensen Huangs relationship with a customer suspected of ties to Chinese intelligence, with traders debating whether the investigation and China chip-export questions could threaten his leadership or the business. Others see the drop as an overreaction and are buying the dip, while looking to the upcoming earnings report for a business-focused counterpoint.

Autonomi (ANT) is a cryptocurrency launched in 2025and operates on the Arbitrum platform. Autonomi has a current supply of 1,200,000,000 with 346,011,579 in circulation. The last known price of Autonomi is 0.03102024 USD and is up 12.83 over the last 24 hours. It is currently trading on 15 active market(s) with $148,822.58 traded over the last 24 hours. More information can be found at https://autonomi.com.

Aragon

Attention is heavily muddied by Anthropic IPO chatter mistakenly tagged to Aragons ANT token. The Aragon-specific discussion centers on the projects dissolution and completed token-redemption initiative, with holders unsure about conversion or exchange availability; other posts are mostly speculative trading reactions.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Q3 results and conference call are driving attention, with traders debating the shift to recurring Samsung and Micron licensing revenue and the stronger balance sheet against an apparent estimates miss caused partly by amortizing Samsungs upfront fee over the agreement term. Bullish traders point to higher expected Q4 revenue, while skeptics cite lower product sales and the lack of a confirmed SK Hynix deal or Nasdaq uplisting.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNavs Q3 earnings report and conference call are driving immediate discussion, with traders noting an EPS beat but reacting to the share-price decline and debating whether the call offered meaningful progress. Many see the pending FCC rulemaking on the companys spectrum as the more important catalyst, while the bullish SpaceX-related thesis remains speculative and others point to regulatory delays and downside risk.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

INFQ is drawing attention ahead of its quarterly report, with traders looking for revenue, guidance and commercialization updates that could set it apart from other quantum companies. Optimism about its products and technical progress is countered by concerns over weak price action and volatility alongside the broader quantum and tech sectors.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong quarterly earnings beat and raised guidance have driven attention, with traders citing accelerating growth, improving profitability and analyst upgrades as support for the rally. The reaction is split between bulls expecting momentum to continue and skeptics focused on volatile post-earnings trading and resistance near recent levels.

Cameco Corp. engages in the provision of uranium. It operates through the following segments: Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Camecos weaker-than-expected quarterly update and narrowed production outlook, amid Cigar Lake operating setbacks, are driving a sharp selloff and bearish discussion about further downside. Some traders see the decline as an opportunity, arguing that firm uranium-market fundamentals and longer-term nuclear demand remain intact.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs quarterly resultsstrong revenue and backlog growth but a wider-than-expected loss and Neutrons first launch pushed to 2027are driving the discussion. Traders are split between viewing the demand and backlog as evidence of growth and worrying about execution delays, ongoing losses, and dilution; shares have rebounded after the initial post-earnings selloff.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Anthropics new Claude workplace tools, including a spreadsheet product positioned against Excel, have raised concerns that Microsofts Office and Copilot franchises face stronger competition. Traders debate whether the threat is material or overstated given Microsofts entrenched enterprise ecosystem.

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VanEck CEO Warns Next US Financial Crisis Will Start In Washington, Urges Investors To Hold ‘Real Assets’ Like Gold and Bitcoin

Cryptocurrency

VanEck is now focused on actively managed crypto funds, because most advisers struggled to choose between individual tokens, according to the CEO.


Arthur Hayes Expects Bitcoin Weakness Until Fed And Banks Start Growing Balance Sheets

The next Fed balance sheet update is due on Nov. 5, with the October jobs report following a day later.

Bitcoin Is Jordi Visser's ‘Most Asymmetric Bet Ever’ As Tokenization Threatens To Upend Hedge Funds

Visser wrote that tokenization meant "the destruction of hedge funds," and said hedge funds were already reaching out to ask what it meant for them.


VanEck Sees Bitcoin Reaching $500,000 As Gold Benchmark Supports Long-Term Upside Case

VanEck’s Matthew Sigel said Bitcoin is in an early recovery, with gold as the benchmark for its rise. 


Fidelity Macro Chief Jurrien Timmer Says Bitcoin Bull Market Is Back, Targets $300K By 2029

Bitcoin is far above Timmer's important $60,000 support level but still around 33% below its all-time high of $126,198 in 2025.


This Bitcoin Signal Has Flashed Just 4 Times In History, And The Prior 3 Coincided With Bear-Market Bottoms — Here’s What To Know

Bitcoin’s rebound above $80,000 puts focus on whether demand and longer-term technical levels could support further gains.

Bitcoin Sentiment Hits 2-Year High As Spot Demand Rises: Is A Market Turn Coming?

Bitcoin sentiment hit its strongest level since March 2024 even as the token stayed below $80,000 and spot momentum weakened. 


Bitcoin Rally Faces Fresh Risks From Fed, Oil, Yen And Bond Markets As Spot Demand Weakens  

Bitcoin's correlation with gold is at a six-year high, according to Bitwise, suggesting investors are using it as a hedge against U.S. fiscal threats.


Bitcoin’s ‘Coiled Spring’ Setup Has Economist James Thorne Bullish On The ‘Next Big Trade’

Economist James Thorne said his risk capital was in Bitcoin, though he flagged that a socialist-aligned Congress after the 2026 midterms could change his bullish thesis.


Eric Jackson Says Tom Lee Is Right About Bitcoin Leading Stocks – But The Signal Is Too Noisy To Bet On

Jackson said the pattern is statistically real but too noisy to provide a reliable trading edge over simply buying and holding stocks.


VanEck Bitcoin ETF - VanEck Bitcoin Trust Beneficial Interest

Bearish Sentiment

<ul class="summary-bullets"><li>VanEck CEO Jan van Eck urged investors to hold gold and Bitcoin.</li><li>He said that these assets will act as a hedge against U.S. government spending, and remain a long-term Bitcoin bull.</li><li>Van Eck expects the U.S. to inflate its way out of its debt, and doesn't think AI will ease the pressure by pushing prices down.</li></ul>VanEck Chief Executive Officer (CEO) Jan van Eck said that the next U.S. financial crisis would begin in Washington rather than in the banking system, and said investors should hold "real assets" like gold and Bitcoin (BTC) as protection.In an interview with Anthony Pompliano on Thursday, van Eck said, "For the entirety of U.S. history," financial crises have started with banks. This time, however, he expected the trouble to come from government debt. "This is going to be started in D.C. and no one can bail us out. And I think the rest of the world sees this," he said.That outlook shaped his view on portfolios. When asked how investors could protect themselves from U.S. government spending, van Eck pointed to hard assets. "You have to have real assets, gold and Bitcoin in your portfolio. You don't know if it'll pay off," he said. He was clear about his position on Bitcoin over the longer run, and said, "I'm a long-term bull, so I definitely think it would be higher in 10 years.<h2 class="st-heading-2">No AI Bailout</h2>Van Eck saw no easy way out for Washington, and said, "We're going to inflate our way out of our debt.""There's no easy answer, and it's not going to be pretty." He also dismissed the idea that artificial intelligence (AI) would ease the pressure by pushing prices down. "All technology is deflationary," he said. "There was great technology in the 70s, but we had runaway inflation."<a href="https://stocktwits.com/symbol/BTC.X">Bitcoin's price</a> was down by 0.2% during the past 24 hours. On Stocktwits, retail sentiment around Bitcoin was in the 'bearish' zone, while chatter around it was at 'normal' levels over the past day.<h2 class="st-heading-2">Where Does Van Eck See Value?</h2>Rather than adding more crypto products, VanEck is now pushing active management. He said it made sense because most financial advisers struggled to choose between tokens like Avalanche (AVAX) and Ethereum (ETH). "Most advisors can't pick Avalanche versus Ethereum or these kinds of things," he said.According to the VanEck CEO, layer-1 blockchains, the base networks that other crypto applications run on, along with the trading platforms, would hold up. "The foundational ones will survive, I think, and then the exchanges, I think, will survive," he said.For investors who want exposure beyond those two groups, van Eck's advice was to leave token picking to a fund. "Otherwise, go with an index or go with an active managed fund," he said.<a href="https://stocktwits.com/coins/avalanche-2">AVAX's price</a> was trading around $8, flat over the last 24 hours, while&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum's price</a> was trading at $2,240, up over 0.2%. On Stocktwits, retail sentiment around AVAX and ETH both remained in the ‘bearish’ zone.&nbsp;Read more:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-slips-toward-week-moving-average-weekly-close-hangs-balance/cNGVKPER9Ig">Bitcoin Slips Toward 50-Week Moving Average, Putting Post-September Recovery To The Test: Weekly Close Streak Hangs In Balance</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the US investment management company VanEck logo is seen displayed on a smartphone in front of abstract background on computer screen. (Photo Illustration by Timon Schneider/SOPA Images/LightRocket via Getty Images)

VanEck Chief Executive Officer (CEO) Jan van Eck said that the next U.S. financial crisis would begin in Washington rather than in the banking system, and said investors should hold "real assets" like gold and Bitcoin (BTC) as protection.

Avalanche

VanEck Bitcoin Trust

iShares Bitcoin Trust ETF

Yes, by year-end

Yes, but not this year

No, he stays as CEO

He steps down on his own

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