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Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit shares are under pressure as traders position ahead of quarterly results, with bearish voices flagging concerns about U.S. user trends and AI data-licensing prospects while dip-buyers argue growth could support the stock. The discussion centers on earnings uncertainty and the sharp selloff rather than a confirmed new company announcement.

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

Brazilian equities are selling off after Lulas unexpected presidential-election victory, as traders reassess political, fiscal and market risks for companies such as Nu Holdings. The community is divided between viewing the sharp drop as an overreaction and buying opportunity because NUs business is seen as intact, and expecting further pressure from Brazil-related uncertainty.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas rally is drawing attention after Barclays upgraded the stock, citing a possible SpaceX combination alongside Robotaxi growth and a recovery in the core business. Traders are debating whether the move is justified given concerns about valuation and recent results; the merger remains exploratory, not a confirmed deal.

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

XP is plunging alongside Brazilian stocks after Lulas election victory, as traders cite concerns about Brazils political and economic outlook. The community is split between viewing the selloff as an election-driven overreaction and a dip-buying opportunity, and warning that the stock may keep falling.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Lula da Silvas surprise election victory has triggered a sharp selloff in Brazilian equities as traders reassess fiscal policy, market outlook, and currency risks. The community is split between bearish concern and dip buyers who view the decline as an overreaction.

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

MercadoLibre is selling off alongside Brazilian equities after Lulas election victory, with traders citing concerns about Brazils political and fiscal outlook. The community is split between viewing the decline as an overreaction and buying the dip based on MELIs longer-term e-commerce and fintech growth.

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 debt-heavy neoclouds could face widespread failures and consolidation has intensified concerns about CoreWeaves financing and debt burden. Traders are split between fears of further losses or insolvency and the view that Musk is criticizing a competitor, with some expecting a rebound or short squeeze.

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

A leak of Moderna and Mercks Phase 3 melanoma-vaccine results has driven a sharp selloff, even though the trial showed reduced recurrence risk; traders say the positive result fell short of expectations set by earlier data and a steep rally. Bulls view it as validation of Modernas cancer-vaccine platform, while bears question the treatments commercial potential and whether the valuation already priced in more.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFibers convertible-note financing has triggered a sharp selloff, with traders concerned about potential dilution and note buyers hedging pressure. Some view the financing as cash to support data-center expansion and see the pullback as a buying opportunity, while others question the companys capital structure and execution.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

Fubos steep, low-volume slide toward recent lows has traders focused on upcoming earnings and new CEO Alisa Bowens strategic plan. Bears point to dilution and weak execution, while bulls see Disney integration and sports-distribution deals as reasons for potential recovery; sentiment remains sharply divided.

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IREN Co-CEO Daniel Roberts Says Firm’s Data Centers Carry No Debt As Funding Worries Hit Stock

Equity

IREN shares slipped over 4% in pre-market trade on Tuesday amid broader pressure on new cloud firms.

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Bearish Sentiment

<ul class="summary-bullets"><li>After recent pressure on the IREN stock, co-CEO Daniel Roberts said that the company's data centers are supported fully by cash, and the company had no debt against assets.</li><li>Under recent three-year contracts, customer prepayments cover 45% to 55% of GPU expenses, Roberts said.</li><li>IREN's Microsoft agreement covered 96% of GPU expenses, with prepayments at 6%, and non-investment payment-grade customers paid 9%.</li></ul><p>Shares of IREN Limited (IREN) edged lower in pre-market trading on Tuesday after co-CEO Daniel Roberts said that the company's data centers did not carry any debt. Roberts responded to investors' concern over how the artificial intelligence (AI) cloud providers will fund their expansion.</p><p>Roberts said&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/danroberts0101/status/2112200081034129419?s=20">on X</a> that IREN has paid for their data center construction in cash so far. Adding to it, he said that the sites can support their own financing once they come online with contracted customers. Robert laid out the process step by step. Customers must first sign multi-year take-or-pay contracts, which require payment whether or not they use the capacity. On recent three-year deals, he said prepayments covered 45% to 55% of the cost of the graphics processing units (GPUs).</p><figure class="image"><a class="st-link-external" href="https://x.com/danroberts0101/status/2112200081034129419?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_20_at_7_42_28_AM_0b7c62d063.png" alt="Screenshot 2026-10-20 at 7.42.28 AM.png" width="592" height="1238"></a><figcaption>Source: @danroberts0101/x</figcaption></figure><p>He added that lenders mostly fund the rest, with the GPUs serving as collateral. Robert added that Iren's Microsoft (MSFT) contract was supported by an A-rated facility at 6% or so. That, plus prepayments, accounts for 96% of the GPU spending. One customer without an investment-grade rating at Iren's McKenzie site in British Columbia was borrowing at a fixed 9%.&nbsp;</p><p>The loan and prepayment more than pay for the whole cost of the GPU, the co-CEO added. He acknowledged that future debt will price at whatever the market charges. But he said a payback of about 2 years on recent contracts means "a wider spread barely moves the economics."</p><h2 class="st-heading-2">Demand Outruns Build Capacity</h2><p>According to Roberts, customer demand exceeds what IREN can build. The company's 2026 capacity is largely sold out, he added, saying recent 3-year contracts are priced at more than double last year's level. Demand for capacity arriving in 2027 is several times oversubscribed, and discussions on 2028 have begun. The holdup in the industry is not signing deals, he said. Getting GPUs online is the issue, as announced capacity keeps sleeping across the sector.</p><h2 class="st-heading-2">Pressure On Neocoloud Stocks Continue</h2><p>Neoclouds, the specialized AI cloud providers, have been under pressure through the past week. The stock has been down over 20% over the past week. Investors became increasingly worried after debt pressures at CoreWeave (CRWV) and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gartner-warns-3-5-trillion-ai-investments-in-jeopardy-as-returns-don-t-justify-neocloud-buildout/cZxoT2NRBuP">a research firm warned</a> that over 80% of neoclouds might no longer be able to operate independently by 2030.</p><h2 class="st-heading-2">Retail Chatter For IREN Surges&nbsp;</h2><p><a href="https://stocktwits.com/symbol/IREN">IREN stock</a> was down over 4% in pre-market trade, trading at $26. On Stocktwits retail sentiment around IREN remained in the ‘extremely bullish’ zone, with ‘high’ chatter levels over the past day. According to platform data, chatter around IREN has been up over 952% over the past 30 days.</p><p><stembedurl>https://stocktwits.com/PuraVida58/message/666893900</stembedurl></p><p>One user on Stocktwits said that the IREN stock had erased all of the previous day's gain, and it would need to rise 70% to reach above $46 again.&nbsp;</p><p><strong>Read also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-could-beat-stocks-gold-over-10-years-says-jp-morgan-but-it-comes-with-a-volatility-warning/cZxqpGVRBuj"><strong>Bitcoin Could Beat Stocks, Gold Over 10 Years, Says JPMorgan – But It Comes With A Volatility Warning</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, a person holds a smartphone displaying the logo of Iren Energy Limited. 

Shares of IREN Limited (IREN) edged lower in pre-market trading on Tuesday after co-CEO Daniel Roberts said that the company's data centers did not carry any debt. Roberts responded to investors' concern over how the artificial intelligence (AI) cloud pro

IREN Co-CEO Pushes Back On Funding Concerns As AI Cloud Stocks Sell-off 

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