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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

IREN is caught in a sharp selloff across AI data-center and neocloud stocks, amid concerns about heavy borrowing, tighter financing, and Elon Musks warnings about stranded compute and capital constraints. Traders are split between fears that funding and execution risks threaten the sector and bullish views that persistent AI demand and IRENs power and customer relationships support its longer-term prospects.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Traders are debating how reported U.S.-Iran de-escalation signals could affect SPY, with some expecting a relief bounce and others focused on continued conflict risk and elevated oil prices as sources of market pressure. The discussion also reflects caution ahead of the Fed decision, major tech earnings, and inflation data, with sentiment split between bulls and bears.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Brazils presidential runoff is driving sharp swings in EWZ, as traders weigh hopes for a more market-friendly Bolsonaro outcome against fears of a Lula win and a reversal of the rally. Bullish call activity and breakout talk compete with short bets and downside hedging amid election uncertainty.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude surges amid fears that renewed U.S.-Iran conflict and Houthi attacks could disrupt Middle East oil flows. Bulls see supply risk sustaining the rally, while skeptics argue that de-escalation or a deal could quickly unwind the war premium and that the move looks overstretched.

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 about tightening debt markets and consolidation among AI neoclouds has intensified a selloff in the sector, with traders debating whether Nebius is exposed to financing and execution risks. Bulls argue NBIS is better positioned than some peers because of its financing access and compute demand, while bears fear broader credit stress could weigh on the business.

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

Nu Holdings latest results, highlighted by its first quarterly profit above the billion-dollar mark and continued strong growth, are driving bullish attention. Traders are celebrating the profitability and expansion, while some remain cautious about credit quality and the stocks volatile price action.

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

Brazils presidential election is driving discussion, with traders positioning around a possible Flvio Bolsonaro win and speculating that more market-friendly policies could benefit Petrobras; others warn that the outcome is uncertain and the stock could see a sell-the-news reaction. Elevated oil prices are also cited as support for the shares.

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 latest earnings have sparked debate after strong revenue growth and a beat on expectations failed to prevent a share-price pullback, as investors focus on declining profitability and margin pressure from heavy investment in logistics and credit. Bulls view the spending as a growth investment, while skeptics question when margins will recover.

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 financing is drying up for neoclouds and that many could fail or consolidate has intensified concern about CoreWeaves debt-heavy expansion and borrowing costs. Bears fear refinancing pressure and dilution, while bulls argue that strong AI-compute demand, contracted business and Nvidias backing could support the company; some traders also question Musks motives.

Green Thumb Industries, Inc. engages in the manufacture and distribution of branded cannabis products. Its brands include RYTHM, Dogwalkers, Beboe, Good Green, Doctor Solomon’s, and &Shine. It operates through the Retail and Consumer Packaged Goods segments. The Retail segment focuses on retailing cannabis to patients and consumers. The Consumer Packaged Goods segment refers to the cultivation, production, and sale of cannabis products to retail stores. The company was founded by Benjamin Kovler and Max Cohen on February 18, 2002 and is headquartered in Chicago, IL.

Green Thumb Industries Inc - Ordinary Shares (Sub Voting)

Green Thumb Industries

Green Thumb is drawing attention amid the federal cannabis-rescheduling proceedings, with traders reacting to the judges rejection of a bid to reopen the hearing and the scheduled end of the stay. Bulls see a step toward Schedule III and potential tax relief and cite GTBIFs financial position and buybacks, while skeptics worry about further delays and complain that the stock is lagging other cannabis names.

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Nokia CEO Says Supply Squeeze Is ‘A Structural Cost Increase, Not Just A Shortage': NOK Stock Drops To 6-Month Low Despite Q3 Beat

Equity

During Nokia’s Q3 earnings call, CEO Justin Hotard said Nokia expects the traditional telecom market to stay flat but plans to raise prices because of “cost inflation”.


Bet on These Photonics ETFs to Exploit the Next Wave of AI Revolution

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NOK Stock Rises Overnight: Analyst Calls Nokia AI Optical Dark Horse Trading At 'Conservative Valuation' 

Nokia’s optical networking business is gaining traction with AI and cloud customers, along with strong retail interest.


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 Nokia's Massive AI Orders Overshadow Soft Guidance — BofA Sees 90% Upside 

Nokia received about €2.8 billion ($3.19 billion) worth of AI-related orders in the second quarter. 


NOK Stock Heads For Best Day In 2 Weeks After Solid Q2: Retail Chases ‘Biggest AI Play Right Now’

Nokia reported a rise in demand for network infrastructure used in artificial intelligence expansion.


KraneShares Trust - KraneShares Photonic and Optical ETF

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<ul class="summary-bullets"><li>Hotard said that Nokia is asking customers for 12 to 18 months of forward visibility.</li><li>CFO Marco Wirén said Nokia sees the same “broad-based constraints” on supply and pricing that Ericsson flagged for 2027 margins.</li><li>Wirén said part of the quarter’s strength was a “pull forward” from the fourth quarter.</li></ul>Nokia (NOK) beat third-quarter profit expectations on Thursday, but its stock fell to a&nbsp;six-month low as investors focused on negative cash flow, a larger restructuring bill and a warning from its chief executive that the cost of building networks is rising for good.<a href="https://stocktwits.com/symbol/NOK">NOK stock</a> fell over 10% in morning trade and was among the top trending tickers on Stocktwits at the time of writing, even as retail sentiment on the platform around the shares continued to trend in ‘bullish’ territory.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/NOK_2026_10_22_11_22_22_cb8d14476b.png" alt="NOK_2026-10-22_11-22-22.png" width="1614" height="974"><figcaption>NOK stock price performance year-to-date on October 22 as of 11:20 a.m. ET | Source: TradingView</figcaption></figure><h2 class="st-heading-2">Nokia CEO Says Supply Chain Squeeze Will Push Prices Higher</h2>On the earnings call, Chief Executive Justin Hotard said the strain AI has put on component supply goes beyond a temporary shortage. He told analysts the squeeze reaches chips, memory and circuit boards, and that Nokia is already asking customers to plan further ahead.<blockquote>“It is not just a shortage, it is also a structural cost increase that we are seeing in the supply chain.”–&nbsp;Justin Hotard, CEO, Nokia</blockquote>Hotard said customers are being asked for 12 to 18 months of visibility, a shift from the hand-to-mouth ordering cycle with roughly six-month lead times he found when he took the job 18 months ago. He expects the traditional telecom market to stay flat, with one exception.<blockquote>“Overall, we expect the market to be flat. However, given the cost inflation, we expect pricing to go up.”– Justin Hotard, CEO, Nokia</blockquote>Chief Financial Officer Marco Wirén also confirmed that Nokia also sees the 2027 margin pressure that Ericsson flagged in its earnings. “There’s broad-based constraints when it comes to supply and price increases. We see that as well, and that’s why we are working on different fields to try to mitigate those impacts for us as well,” he said.<h2 class="st-heading-2">Nokia Cuts Cash Conversion Outlook, Raises Restructuring Charges</h2>Nokia's free cash flow in Q3 was negative by about €99 million ($111 million). The firm ended the quarter with about $2.9 billion in net cash.&nbsp;Wirén said the company will put an additional $448 million into working capital to support growth. That cuts its expected 2026 free cash flow conversion, the share of operating profit that turns into cash, to 35% to 55%. Nokia had guided to 55% to 75% in July.Restructuring is also costing more. Nokia now expects charges of about $1.2 billion this year, with cash outflows of $896 million to $1.01 billion. Wirén also said some of the quarter’s strength was borrowed from the next one.&nbsp;<blockquote>“The strength of the performance we saw in quarter 3 reflected some pull forward from quarter 4 as we work to improve linearity.”– Marco Wirén, CFO, Nokia</blockquote>Nokia reiterated its comparable operating profit guidance between $2.35 billion to $2.91 billion. It expects to finish above the midpoint of that range. Comparable operating profit for the quarter was about $678 million, a margin of 11.7%, up 220 basis points. The company expects fourth-quarter (Q4) sales to rise 20% to 24% from the third, though patent licensing deals should slow.<h2 class="st-heading-2">Nokia AI And Cloud Sales Jump 123%, But Supply Limits Growth</h2>Nokia’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nok-stock-heads-for-a-green-week-after-a-10-jump-in-q3-sales-as-ai-and-cloud-demand-drives-growth/cZxvzHjRBwX">sales in AI &amp; Cloud</a> rose 123% and now make up 12% of group sales. Orders in that unit rose 118% to about $1.68 billion. IP Networks, Nokia’s routing business, grew 43% as design wins with cloud providers turned into revenue. Hotard said demand is not the problem.For the first time, Nokia put a number on 2027, expecting Optical Networks and IP Networks to grow 25% to 30% combined. That is above its 18% to 20% assumption for this year.Hotard also pointed to progress with Nvidia (NVDA) on&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-jensen-huang-sees-100-gw-ai-opportunity-in-telecom-networks-with-tmus-nok-already-making-moves/cZxMcBMRBvO">AI-RAN</a>. T-Mobile (TMUS) completed its first live voice call on the technology in its production network over the weekend. Nokia said it's working with 19 customers on AI-RAN.(Conversion rate: €1 = $1.12)Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spot-stock-10-month-high-spotify-is-ai-agent-says-co-ceo/cZxwaUJRBw6">SPOT Stock Hits 10-Month High Despite Q3 Earnings Miss: Co-CEO Says Spotify ‘Is Now An Agent,’ Brushes Off AI Churn Fears</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A logo sits illuminated at the Nokia booth at Mobile Congress 2025 on March 06, 2025 in Barcelona, Spain. (Photo by Eric Alonso/Getty Images)

Nokia (NOK) beat third-quarter profit expectations on Thursday, but its stock fell to a six-month low as investors focused on negative cash flow, a larger restructuring bill and a warning from its chief executive that the cost of building networks is risi

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