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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

CoreWeave is under pressure after Elon Musk warned that many neocloud providers could fail or consolidate and said SpaceX would not buy one. Traders are split between viewing the comments as a self-interested competitive attack and seeing them as confirmation of concerns about the sectors debt-fueled expansion and access to financing.

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 selloff across AI neocloud stocks after Elon Musk warned of industry failures and consolidation, amplifying concerns about debt-heavy expansion and tighter financing. Traders debate whether those risks threaten IRENs ability to execute or whether its contracts, power and data-center assets distinguish it from weaker operators; some also view Musks comments as self-interested criticism of competitors.

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 warnings of consolidation among neoclouds, alongside concerns about debt-funded expansion and tighter financing, have weighed on NBIS with peers. Bulls argue Nebius is better positioned because of its financing access and sustained AI-compute demand, while others remain cautious ahead of earnings.

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.

A sharp selloff in AI data-center and neocloud stocks, amid concerns about tighter debt financing and Elon Musks warnings about struggling compute operators, dominates discussion; traders also blame Ciphers convertible-note offering and possible dilution for adding pressure. Bulls argue Ciphers powered-shell infrastructure and long-term leases distinguish it from GPU-owning neoclouds, while bears focus on financing, execution, and continued weakness across the sector.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Lula da Silvas unexpected election victory over Flvio Bolsonaro is driving attention to EWZ, with traders linking the selloff in Brazilian assets to uncertainty over economic policy, fiscal conditions, and the currency. Reactions are divided: some expect further weakness, while others view the drop as an overreaction and a buying opportunity; claims that the vote was rigged remain speculation.

Lufax Holding Ltd. operates a technology-empowered personal financial services platform. It offers personal lending and wealth management solutions. The company was founded in August 2005 and is headquartered in Shanghai, China.

Lufax Holding Ltd - ADR

Lufaxs reverse stock split and a preliminary warning of a substantial quarterly loss are driving discussion, with traders debating whether the hit reflects mostly one-off tax and accounting charges or worsening credit conditions. The selloff has fueled speculation about a buyback, dividend or Ping An take-private, but those remain unconfirmed.

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

Strong quarterly results, accelerating growth and expanding profitability are driving attention, with traders broadly bullish on Nubanks business momentum. Some remain cautious about credit quality and whether the stock can sustain its gains amid its history of sharp swings.

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 have sparked debate: strong revenue growth and beats on key measures were overshadowed by falling profit and margin compression as the company invests heavily in shipping, logistics, and credit. Bulls see the spending as a growth investment, while bears question when profitability will recover; the shares sold off after the report.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians Q3 earnings and outlook are the focus as the stock trades near 52-week lows. Traders are split between optimism over strong deliveries and the R2 ramp, and concern that losses, cash burn, execution risks, and the CFOs planned exit will weigh on profitability and guidance.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Cornings steep pullback and upcoming quarterly report are driving discussion, with traders debating whether the selloff creates a buying opportunity or signals further downside toward technical support. Bullish posts point to continued AI-related fiber demand, while bears cite weak price action and worry about earnings or stretched valuation.

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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

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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

Photonics is emerging as a key AI infrastructure technology, with surging investments and growth projections fueling interest in ETFs.

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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Photonics: The Next Big AI Investment Opportunity?

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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.


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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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