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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.

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.

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.

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.

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 results and raised full-year guidance are driving attention, with traders highlighting the companys continued beat-and-raise record and improving profitability. The reaction is broadly bullish, though some debate the stocks volatile post-earnings swings and selling near technical resistance.

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.

Infleqtions upcoming quarterly report is the main focus, with traders looking for revenue and guidance updates, customer or contract progress, and quantum-computing milestones. Optimism about the companys products and cash position is tempered by concerns about execution and dilution, while the shares also move with broader volatility across quantum and small-cap tech stocks.

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.

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.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs quarterly report and announced share-repurchase authorization are driving attention, with traders welcoming debt reduction and an Exaion GPU-services contract as signs of progress beyond Bitcoin mining. Optimism is tempered by a revenue miss and concerns that larger AI/HPC leases remain unsigned, while the reported profit was boosted by Bitcoin valuation gains.

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Dan Ives Reportedly Says Tesla Enters ‘Most Important Year Ever’ As Autonomy Takes Center Stage

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According to CNBC, Ives said investors are now focused on Tesla’s long-term technological roadmap, particularly its progress in self-driving capabilities and Robotaxi deployment.

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Roundhill ETF Trust - Roundhill Humanoid Robotics ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Ives said one of the biggest questions surrounding Tesla is how many cities the company plans to enter with its Robotaxi network.</li><li>Analysts expect Tesla’s fourth-quarter (Q4) revenue to be $24.752 billion and earnings per share (EPS) of $0.45.</li><li>Last week, CEO Elon Musk said that the company has started offering robotaxi trips to the public in Austin without a safety driver.</li></ul>Dan Ives, managing director at Wedbush Securities, reportedly said&nbsp;Tesla Inc. (TSLA) is entering what he sees as the most pivotal phase in its history, as attention shifts away from near-term vehicle deliveries and toward the company’s ambitions in autonomous driving and robotics.According to CNBC, Ives said investors are now focused on Tesla’s long-term technological roadmap, particularly its progress in self-driving capabilities and Robotaxi deployment.<h2 class="st-heading-2">What To Look For In Earnings?&nbsp;</h2>According to Ives, one of the biggest questions surrounding Tesla is how many cities the company plans to enter with its Robotaxi network.<blockquote>“This is the time for the autonomous robotics future for Musk. I think everyone is gonna be focused on the wayout in terms of how many cities Robotaxis plan to be in.”-Dan Ives,&nbsp;Managing Director, Wedbush Securities&nbsp;</blockquote>Tesla stock traded over 1% lower in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘normal’ message volume levels.&nbsp;Analysts expect Tesla’s fourth-quarter (Q4) revenue to be $24.752 billion and earnings per share (EPS) of $0.45, according to Fiscal AI data. The company is scheduled to report Q4 earnings on Wednesday.&nbsp;<h2 class="st-heading-2">Robotaxi Momentum&nbsp;</h2>Last week, CEO Elon Musk said the company has started offering robotaxi trips to the public in Austin without a safety driver in the front seat, calling it a significant move in Tesla’s push toward fully self-driving vehicles.“Just started Tesla Robotaxi drives in Austin with no safety monitor in the car. Congrats to the TeslaAI team!” Musk said in a post on the social media platform X.&nbsp;Tesla is shifting its focus toward artificial intelligence and robotics by investing more in self-driving technology and robots. The company believes its Full Self-Driving system will eventually let people drive without human control and support a future robotaxi service.TSLA stock has gained 13% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ionq--said-to-buy-sky-water-for-1-8-billion/cmy7V0TR4WD">IonQ Said To Buy SkyWater For $1.8 Billion In Push Toward Domestic Quantum Hardware</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Brand new Tesla cars sit parked at a Tesla dealership

ARK Autonomous Technology & Robotics ETF

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Yes, by year-end

Yes, but not this year

No, he stays as CEO

He steps down on his own

Do you think Jensen Huang will be removed as Nvidia’s ($NVDA) CEO?

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