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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 that tighter debt markets could trigger failures and consolidation among AI neoclouds has fueled concern about Nebiuss capital-intensive expansion and weighed on sentiment. Bulls counter that Nebius has secured financing and customer commitments, arguing it is better positioned than weaker sector peers; others remain concerned about debt access and execution risks.

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

Elon Musks warning that many neocloud operators could fail or consolidate, alongside concerns about debt-heavy AI data-center expansion and tighter financing, is driving attention to IREN and its peers. Traders debate whether the comments amplify genuine funding and execution risks or are self-interested criticism, with bulls pointing to IRENs contracts and infrastructure while bears warn of further losses.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas positive Phase 3 melanoma-vaccine results with Mercks Keytruda have driven discussion, but shares sold off as traders judged the data against heightened expectations and questioned the treatments commercial potential. Bulls view the results as validation for a broader cancer-vaccine platform, while skeptics point to approval, adoption and profitability uncertainties and await evidence in other cancers.

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

Brazils presidential election has driven sharp swings in Brazilian stocks, including NU, as traders react to political and economic uncertainty. The community is split between viewing the selloff as a buying opportunity and waiting for the stock to stabilize, with some arguing the companys fundamentals remain strong.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs event-driven Phase 3 REGAL trial of its GPS leukemia vaccine dominates discussion, with traders focused on the final analysis triggered at 80 survival events and anticipating a possible data update around ASH. Bulls speculate the prolonged wait could reflect a survival benefit, while skeptics question the delay, the companys quiet period, and whether the blinded trial will ultimately succeed; SLS009 updates are a secondary catalyst.

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 election victory after markets had positioned for a Bolsonaro win prompted a sharp selloff in Brazilian shares, including Petrobras. Traders are divided between concerns about political and dividend risks under Lula and the view that the decline is an overreaction given Petrobras oil business and valuation.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

EWZ is drawing attention after Brazils unexpected Lula victory triggered a sharp selloff, as traders worry about political and economic uncertainty and the markets apparent positioning for a Bolsonaro win. Many are bearish on Brazils outlook, while others argue the decline is an overreaction and see a potential buying opportunity.

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

XP Inc - Ordinary Shares - Class A

Traders link XPs sharp move to Brazils first-round election results, which they view as improving sentiment toward Brazilian equities after a stronger-than-expected showing by Bolsonaro-aligned candidates. Some see the rally as a bullish political catalyst, while skeptics argue it is speculative and could reverse.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCelleras ABCL635 clinical results for menopausal hot flashesand its presentation of additional Phase 1/2 safety and patient-reported dataare the dominant focus, alongside anticipation for further durability data. The reaction is largely bullish on the program and its potential, while some traders caution that expectations may be high and the stock could consolidate or sell off without stronger new evidence.

iShares Trust - iShares Biotechnology ETF

iShares Biotechnology ETF

Biotech is pulling back after a recent sector rally, with traders debating whether the weakness is a pause or a broader deterioration. IBBs hold near its 50-day moving average is cited as support, while some see large-cap biotech holding up better than smaller names.

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AMD CEO Lisa Su Sees AI Inference Boom Fueling $1.5T Demand By 2030: 'About 60% Of The Market Going Forward' 

Equity

AMD is scaling its AI hardware business as inference and AI agents boost computing needs. 


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IGV's sharp rebound signals the SaaSpocalypse is almost over, as AI adoption and strong software earnings revive the sector's recovery.

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Advanced Micro Devices' strong earnings outlook and AI growth keep investors interested, while SOXX, GAMR and IGPT offer diversified exposure to its upside.

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NVIDIA???s 70% fiscal 2028 growth outlook signals surging AI demand, putting broad-based AI ETFs in focus.

NVIDIA Raises the Bar on AI Growth: AI ETFs to Win

NVIDIA's 70% growth outlook reinforces the AI boom, benefiting ETFs targeting generative AI, quantum computing, robotics and next-gen software.

Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF

Bullish Sentiment

<ul class="summary-bullets"><li>AMD CEO Lisa Su said AI inference and agentic workloads are driving demand for AI infrastructure.&nbsp;</li><li>She expects CPU demand could grow 50% annually to exceed $200 billion by 2030.&nbsp;</li><li>AMD has begun shipping its Helios AI racks to major customers, including Meta, Microsoft, OpenAI, Oracle and Anthropic.&nbsp;</li></ul><p>Advanced Micro Devices (AMD) CEO Lisa Su sees AI inference driving the next wave of growth, with the data center AI accelerator market potentially reaching $1.5 trillion by 2030. Speaking at the 2026 OCP Global Summit, Su said inference could account for about 60% of the AI market as agentic workloads bring demand for computing power.</p><h2 class="st-heading-2">AMD CEO Says AI Infrastructure Market Set For Major Growth</h2><p>Advanced Micro Devices is expanding its AI infrastructure lineup as demand shifts toward systems that can run AI applications at scale. Su highlighted the company’s Helios and Helion rack systems, growing demand for processors, and the development of a new EPYC chip.</p><p>“This year is really the year of inference. This is the year where we believe inference is now about 60% of the market going forward. And it's not just inference. It's really the agentic workloads that have really taken off.”</p><p>Su said AMD expects the market for data center AI accelerators to approach $1.5 trillion by 2030. She also pointed to a sharp increase in demand for central processing units (CPUs), driven in part by AI agents that can carry out tasks with limited human involvement.</p><p>“We have actually raised the TAM on this three times in the last nine months because we've seen that much growth in the overall CPU demand, which we now believe will grow at approximately 50% CAGR over the next four or five years to over a $200 billion TAM by the time you get to 2030.”</p><p><a href="https://stocktwits.com/symbol/AMD">Advanced Micro Devices stock</a> traded over 1% lower in Tuesday’s premarket.&nbsp;</p><h2 class="st-heading-2">AMD’s Helios AI Rack Enters Production</h2><p>AMD's Helios rack-scale system, introduced in July, began production shipments in September. Su said initial systems have reached major customers, including Meta Platforms (META), Microsoft (MSFT), OpenAI, Oracle (ORCL) and Anthropic. Production is expected to increase through the fourth quarter and into the first half of 2027.</p><p>Developed with Meta, Helios follows Open Compute Project standards and combines 72 GPUs into a single accelerator system. The rack contains more than 18,000 GPU compute units and 4,600 Zen 6 CPU cores. AMD estimates that the platform can deliver 30% more tokens per dollar, a measure of AI processing value relative to cost.</p><p>“Helios is absolutely the most sophisticated and complex system that we've built at AMD together with our partners.”</p><h2 class="st-heading-2">AMD’s Helion Targets AI Agents And Enterprise Workloads</h2><p>AMD also introduced Helion, a rack system designed for agentic AI workloads. The company said the system can support more than 32,000 Zen 6 cores and up to 32 Instinct MI350P GPUs. It supports liquid or air cooling and uses a standard 21-inch rack design.</p><p>The system is intended to help data center operators match computing resources to different tasks, from everyday personal assistants to enterprise applications and demanding technical workloads. Su also presented EPYC Verano, a server processor based on AMD's Venice CPU core family. Designed to reduce system power consumption, the chip features six core-complex dies and up to 192 CPU cores, along with improved bandwidth between CPUs and GPUs.</p><h2 class="st-heading-2">AMD Stock: Retail View&nbsp;</h2><p>However, on Stocktwits, retail sentiment around the stock slipped to ‘bearish’ from ‘neutral’ the previous day.&nbsp;</p><p>AMD stock has gained over 177% year-to-date.&nbsp;</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fslr-stock-slips-overnight-first-solar-s-ai-power-demand-opportunity-faces-tax-credit-test-says-analyst/cZxBBSWRBoQ">FSLR Stock Slips Overnight: First Solar's AI Power Demand Opportunity Faces Tax Credit Test, Says Analyst</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

AMD Chair and CEO Dr. Lisa Su delivers a keynote address at CES 2023 at The Venetian Las Vegas on January 04, 2023

Advanced Micro Devices (AMD) CEO Lisa Su sees AI inference driving the next wave of growth, with the data center AI accelerator market potentially reaching $1.5 trillion by 2030. Speaking at the 2026 OCP Global Summit, Su said inference could account for 

AMD CEO Lisa Su Sees AI Inference Boom Fueling $1.5T Demand By 2030: 'About 60% Of The Market Going Forward'

Advanced Micro Devices Inc

Invesco AI and Next Gen Software ETF

iShares Semiconductor ETF

Hold rates steady

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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