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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

Goldman Sachs upgraded CoreWeave to Buy while lowering its price target, drawing attention after a sharp selloff in AI infrastructure stocks. Traders debated whether the upgrade and AI demand could support a rebound or whether heavy debt and financing concerns would keep pressure on the shares.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons sharp rally is drawing attention after Morgan Stanley named it a top pick, citing AWS growth and AI opportunities. Traders are broadly bullish, though some question whether the move can hold and point to earnings and technical resistance as potential tests.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Better-than-expected third-quarter results and a substantially more upbeat 2027 earnings outlook are driving CLF attention and a sharp rally. Traders are debating whether the forecast and steel-price tailwinds can overcome debt and execution concerns, while some view the move as vulnerable to profit-taking or short-covering volatility.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

CBRS is drawing attention amid a steep post-IPO selloff, with traders pointing to successive insider-share unlocks and a broader AI and semiconductor pullback. Bears cite the companys high valuation, scaling concerns and OpenAI dependence, while bulls argue the decline is overdone and are buying dips.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBios expanded FDA approval of ANKTIVA for papillary-only BCG-unresponsive bladder cancer, alongside long-term Phase 3 data showing durable responses and cystectomy avoidance, is driving attention. Traders are frustrated by the share-price drop despite the positive developments, debating a sell-the-news reaction and broader biotech weakness versus unverified claims of short-selling pressure.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Sea shares are under pressure amid a sharp pullback, with traders pointing to repeated insider sales and a reported DBS downgrade as potential reasons for the weakness; some also cite broader Indonesia and Southeast Asia market concerns. Bulls argue the selling was planned and the business remains strong, while bears see insider selling and weak price action as warning signs.

X-Energy, Inc. engages in the development of advanced small modular nuclear reactors and fuel technology for clean energy generation. Its solutions include Xe-100 and TRISO-X. The company was founded by Kam Ghaffarian and Eben Mulder in 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-Energy Inc

Traders are focused on AEP and X-energy evaluating a potential 960-MW small modular reactor project in Indiana, with Amazon funding development and potentially buying power long termfueling optimism about nuclear power for data centers. The project remains at the evaluation stage, and enthusiasm over the opportunity is tempered by concern about XEs sharp selloff and the long path to commercial deployment.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares are surging after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial for erythropoietic protoporphyria, supporting a planned FDA resubmission. Traders are broadly reacting positively, while debating short-squeeze potential and flagging dizziness and sharp price swings as concerns.

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. 

Nebius is drawing attention amid a volatile rebound after a sharp AI-infrastructure selloff, with traders split over whether the bounce can hold or financing concerns and contagion from CoreWeaves debt worries will bring more downside. Bulls point to durable AI-compute demand and Nebiuss comparatively stronger finances, while skeptics question the sectors capital costs and ability to earn returns.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

Almontys investor-day webcast is driving concern, with traders criticizing CEO Lewis Blacks presentation and questioning whether it signaled an undisclosed problem. Others say the content sounded positive and see no clear negative update, leaving the selloffs cause uncertain.

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Global Tech ETF (IXN) Hit New 52-Week High 

The global tech rally is lifting IXN to a new 52-week high, fueled by AI spending, strong chip demand and improving earnings expectations. Can the ETF extend its gains?

Tech ETFs to Buy as SK Hynix Preps Massive $29 Billion Nasdaq Debut

 SK Hynix surges after unveiling a $29.4 billion Nasdaq listing. See three tech ETFs with top exposure ahead of its July 10 US debut.

Microsoft and NVIDIA's AI-Nuclear Play: ETFs That May Gain

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Nvidia CEO Jensen Huang Says $1 Trillion In Blackwell And Rubin Sales Is Just A Baseline, There's More To Come: Report 

Equity

Huang said there are nearly two more years of additional orders and revenue from Nvidia’s broader product lineup still to come. 


Nvidia CEO Jensen Huang Frames AI As ‘Foundational Infrastructure’ Ahead Of GTC Event Next Week

The remarks come ahead of Nvidia’s GTC conference next week, where investors expect updates on AI chip demand and supply constraints. 


Budget iPhone 17e to Boost Apple Revenues? ETFs to Consider

Apple's new $599 iPhone 17e targets price-sensitive buyers, fueling iPhone momentum and potentially lifting Apple-heavy tech ETFs.

Apple’s New iPhone 17e To Boost Sales From Price-Focused Buyers, Says Gene Munster

In a post on X, Munster noted the improved storage and advanced chip capabilities on iPhone 17e compared to iPhone 16e‌, but said the similar starting price would draw in more price-conscious customers to the new version. 

Apple Launches iPhone 17e With A19 Chip, Advanced Camera 

The latest iPhone will be open for pre-order on March 4 and arrive in stores on March 11. 


Nvidia Leads Most Under-Owned Mega-Cap Tech Stocks, Says Morgan Stanley: Report

According to an Investing.com report, Morgan Stanley noted that Nvidia has the largest shortfall between its S&P 500 allocation and active fund ownership.


Apple Reports Temporary Outage Across Apple TV, iTunes Services

The disruption affected streaming and media purchases, according to Apple’s support status page.


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Neutral Sentiment

<ul class="summary-bullets"><li>Huang said that Nvidia’s other offerings, from AI software solutions to data center products, will further contribute to revenue expansion.</li><li>JPMorgan said that the expanded sales potential&nbsp;implies at least $50 billion to $70 billion in additional&nbsp;data center revenue.</li><li>Citi described Huang’s keynote as “checking all the boxes,” emphasizing solid demand for inference workloads.</li></ul>Nvidia Corp (NVDA) CEO Jensen Huang on Tuesday reportedly highlighted the company’s massive revenue potential over the next two years, signaling strong growth across its product portfolio.&nbsp;In a CNBC interview, Huang emphasized that Nvidia already has a clear path to over $1 trillion in combined sales from its flagship Blackwell and Rubin GPU platforms, with more orders expected to come in before the end of 2027.<h2 class="st-heading-2">Strong Pipeline Drives Confidence</h2>Huang detailed that despite the forecast only covering Blackwell and Rubin, Nvidia’s other offerings, from AI software solutions to data center products, will further contribute to revenue expansion.<blockquote>“At this point, with another 21 more months to go for the end of 2027, we already have high confidence visibility of $1 trillion plus for just Blackwell and Rubin.”— Jensen Huang, President and CEO, Nvidia&nbsp;</blockquote><a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> inched 0.06% lower on Tuesday morning.&nbsp;On Stockwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume shifted to ‘normal’ from ‘low’ levels in 24 hours.<h2 class="st-heading-2">Wall Street Expresses Optimism&nbsp;</h2>Post Huang’s Keynote&nbsp;address at Nvidia GTC 2026,&nbsp;JPMorgan said that the expanded sales potential&nbsp;implies at least $50 billion to $70 billion in additional&nbsp;data center revenue beyond Wall Street expectations for 2026-2027.The firm noted that a huge portion of the keynote focused on boosting traditional enterprise workloads using CUDA-X libraries, signaling untapped growth in existing server and AI infrastructure.&nbsp;Citi termed Huang’s presentation as “checking all the boxes,” highlighting strong demand for inference workloads and projecting $1 trillion in data center sales from 2025 to 2027.While this aligns with expectations, Citi noted that additional upside exists, as the $1 trillion figure excludes sales of language processing units, standalone CPUs, and Hopper platforms.NVDA stock has gained over 52% in the last 12 months. The&nbsp;<a href="https://stocktwits.com/symbol/SMH">VanEck Semiconductor ETF</a> (SMH) tracking the 25 biggest semiconductor manufacturers edged 0.4% higher, with sentiment in ‘bearish’ territory. The&nbsp;<a href="https://stocktwits.com/symbol/IYW">iShares U.S. Technology ETF</a> (IYW) edged 0.5% higher.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ondas-expands-robotic-defense-future-with-indo-acquisition-retail-believes-stock-is-going-much-higher/cZ3EIHPRIXO">Ondas Expands Robotic Defense Future With INDO Acquisition: Retail Believes ‘Stock Is Going Much Higher’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia's CEO Jensen Huang speaks during a keynote address at Nvidia's GTC Conference.

Huang said there are nearly two more years of additional orders and revenue from Nvidia’s broader product lineup still to come. 

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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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