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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas earnings beat has been overshadowed by concerns about sharply higher AI capital spending, negative free cash flow, and potential share issuance to help fund the buildout. Traders are split between viewing the post-earnings selloff as a buying opportunity near technical support and worrying that dilution and uncertain returns on AI investments could pressure the stock further.

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 drive failures and consolidation among neocloud providers is weighing on Nebius and other AI-infrastructure stocks. Traders are split over whether Nebiuss financing and customer commitments set it apart or whether sector-wide funding and execution risks still threaten its expansion.

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

Lulas election victory triggered a broad selloff in Brazilian stocks, with traders linking NUs drop to uncertainty over Brazils fiscal direction and market outlook. The community is split between calling the decline an overreaction and buying opportunity, and expecting further downside.

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.

Cipher Digital is caught in a broad AI data-center selloff as traders react to Elon Musks warning that tighter financing could drive failures and consolidation among compute providers; they also cite the companys convertible-note offering as a source of dilution and selling pressure. Debate centers on whether CIFRs long-term leases and powered-site landlord model distinguish it from GPU-owning neoclouds, or whether sector financing and execution risks still weigh on the stock.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Lula da Silvas unexpected election victory over Flvio Bolsonaro has driven a sharp selloff in EWZ, as traders reassess Brazils political and fiscal outlook after markets had favored Bolsonaro. The community is split between seeing further downside from uncertainty and treating the drop as an overreaction or buying opportunity, with some noting the ETFs oil and commodity exposure may cushion losses.

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 companies could fail or consolidate, alongside concerns about debt and tighter financing, is driving attention to IREN and its peers. Traders debate whether the comments highlight real risks to capital-intensive data-center expansion or are competitive FUD; bulls cite IRENs contracts and infrastructure, while bears worry about further losses.

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

Brazilian election results and uncertainty over the countrys policy direction are driving attention to XP alongside other Brazilian stocks. Traders have debated whether the political shock warrants further selling or a rebound, with some seeing a more business-friendly balance of power as supportive for Brazilian equities.

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 over Bolsonaro has put Petrobras and other Brazilian shares under pressure amid trader concerns about fiscal policy and political uncertainty. The community is split between viewing the selloff as a buying opportunity, citing Petrobrass oil assets and cash flow, and worrying about government influence and shareholder payouts.

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 are driving attention: strong commerce and fintech growth was met with a post-earnings selloff as investors focused on falling profitability and margin pressure from logistics and credit investments. Bulls see the spending as a growth investment and are buying the dip, while bears question how soon margins can recover.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention after a sharp semiconductor selloff, with traders focused on concerns that AI spending and debt may be unsustainable, alongside broader tech weakness. The community is split between expecting an oversold bounce or short squeeze and warning of further declines; many note that the funds 3x leverage magnifies volatility and losses.

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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. 


Should You Buy AMD Post-World Labs Deal or Still Favor NVIDIA ETFs?

AMD's World Labs deal strengthens its long-term AI story, but valuation, growth and price targets favor NVIDIA for now.

Bet on These ETFs as AMD Agrees to Buy World Labs for $8.2B  

AMD's $8.2B World Labs deal expands its AI ambitions, while AMD-heavy ETFs offer diversified exposure to the broader physical AI shift.

AMD's $1T Hit Makes These ETFs Worth Betting On

Advanced Micro Devices crosses $1T as AI demand drives its rally. Explore three ETFs with significant AMD exposure and potential AI infrastructure upside.

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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.

AMD's Recent Surge Still Matters: Putting These ETFs in Focus

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

Software Stocks & ETFs: Is the AI Sell-Off Over?

We examine why software stocks are rebounding and highlight software ETFs.

Should You Invest in the Invesco AI and Next Gen Software ETF (IGPT)?

The Zacks Analyst Blog Highlights NVIDIA,CHAT, AIS, AIQ,  QTUM, ROBO and  IGPT

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

Cut 25 bps

Hike 25 bps

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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$87.92
Prev Close	$87.27
Open	$86.97
Dividend Yield	N/A
50-Day Moving Average	$95.90
Beta	N/A
Avg. Volume	142,546.57
PE Ratio	N/A

52-Week High	$109.32
52-Week Low	$53.27
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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