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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 has intensified concern about AI-infrastructure financing and weighed on sentiment toward NBIS. Traders disagree on whether Nebius is exposed or relatively well positioned, pointing to its Citi financing and customer contracts; some also speculate that Musks remarks serve SpaceXs competitive interests.

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 many neocloud providers could fail or consolidate has intensified selling in CoreWeave, alongside broader concerns about its debt-heavy expansion and access to financing. Traders debate whether those risks outweigh AI demand and Nvidias backing, with some viewing Musks remarks as competitive posturing and others fearing further financial stress.

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 drawing attention amid a broad selloff in AI infrastructure and neocloud stocks, as traders debate debt-heavy expansion and Elon Musks warning that tighter financing could drive failures and consolidation. Some see the concerns as a threat to the sector; others argue IRENs customer contracts and AI-compute demand distinguish it from weaker operators.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is being swept into a selloff in AI data-center and neocloud stocks after Elon Musks warnings about tight debt markets and failures among smaller operators intensified concerns about financing and sector valuations. Traders debate whether those risks apply equally to APLD, citing its leased data-center projects and insider buying as reasons for optimism, while others remain concerned about debt and continued share-price weakness.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Brazilian assets are under pressure after Lulas election victory upset expectations that a more market-friendly Bolsonaro administration would prevail, prompting traders to reassess the countrys political and economic outlook. The community is split between viewing the selloff as an overreaction and treating it as a buying opportunity; some election-fraud claims remain speculation.

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 driven attention: strong revenue and commerce growth were accompanied by lower earnings and margin compression as the company invests in logistics and credit, prompting a share-price selloff. Bulls view the spending as an investment in future growth, while skeptics question when profitability will improve.

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.

CIFR is caught in a broad selloff across AI data-center and neocloud stocks as traders react to Elon Musks warnings about tighter financing and possible stranded compute; concerns about the companys convertible-note offering and share dilution add pressure. Bulls argue Ciphers powered-shell, long-term lease model differs from GPU-owning neoclouds, while bears question financing, execution and whether signed deals can support its valuation.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

A quarterly earnings beat and raised outlook, alongside a record backlog and a decade-long F-35 production framework, are driving attention and fueling bullish reactions to LMTs sharp move. Some traders see continued momentum, while others caution that the stock may be overbought and flag execution and cash-flow risks.

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

Brazils presidential election result is driving attention, with traders linking the surprise outcome to a selloff in Brazilian stocks and uncertainty about the countrys economic outlook. Some see the drop in NU as a buying opportunity, while others expect continued volatility and further downside.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

COMP is drawing attention around its institutional-finance pivot, including a reported treasury-funded program, new leadership, and the Institutional Market launch, alongside anticipation of the protocols v4 roadmap. Bulls cite the limited token supply and potential for tokenized assets to expand DeFi lending, while skeptics point to COMPs weak price action and underperformance versus other crypto assets.

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Lamb Weston Stock Rallies 13% Since Q1 Earnings: What's Next for LW?

Lamb Weston's nearly 13% rally since its Q1 earnings release reflects strong results and raised guidance, with volume growth, cost savings and inflation shaping its outlook.


Why Lamb Weston (LW) International Revenue Trends Deserve Your Attention

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Why Lamb Weston (LW) is a Top Momentum Stock for the Long-Term

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Lamb Weston Holdings, Inc. engages in the production, distribution, and marketing of value-added frozen potato products. It operates through the following segments: North America and International. The North America segment includes frozen potato products sold in the United States, Canada, and Mexico to quick service and full-service restaurants and chains, foodservice distributors, non-commercial channels, and retailers. The International segment primarily includes frozen potato products sold outside of North America. The company was founded in 1950 and is headquartered in Eagle, ID.

Lamb Weston Holdings Inc

McDonald's Supplier Lamb Weston Posts ‘Solid’ Q3 Beat, But Stock Tumbles On Narrowed Outlook: Wall Street Still Sees Hope

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Neutral Sentiment

<ul class="summary-bullets"><li>On Wednesday, LW raised its net sales forecast for the year in the range of $6.45 billion to $6.55 billion, up from previous guidance in the range of $6.35 billion to $6.55 billion</li><li>&nbsp;BofA Securities cut LW’s price target, citing lowered multiples from shorter-term headwinds, tough restaurant traffic backdrop, and lower peer multiples re-ratings</li><li>Retail sentiment around LW jumped to ‘bullish’ from ‘neutral’ one day ago, amid ‘extremely high’ message volumes</li></ul>Lamb Weston Holdings, Inc. (LW) drew attention from Wall Street analysts after the fries and frozen potato products maker reported third-quarter results on Wednesday,&nbsp;narrowing its full-year earnings guidance and sending the stock down 9%, its worst session since December 2025.&nbsp;Shares of the company were down 0.2% in overnight trading heading into Thursday.<h2 class="st-heading-2">Lamb Weston Q3 Earnings Snapshot</h2>LW posted a 3% year-on-year growth in quarterly revenues, clocking $1.56 billion and beating Wall Street’s estimate of $1.48 billion. The company said it incurred a favorable foreign currency impact of $47.4 million during the quarter, and volume growth was driven by continued solid performance in LW’s North America segment.The company reported quarterly adjusted earnings of $0.72 per diluted share, beating Wall Street’s consensus of $0.61 per share. Providing forward guidance, LW said it expects to exceed its cost reduction target of at least $250 million by the end of 2028.LW raised its net sales forecast for the year in the range of $6.45 billion to $6.55 billion, up from previous guidance in the range of $6.35 billion to $6.55 billion. Fiscal.ai estimates 2026 revenue at $6.49 billion.However, the company narrowed its 2026 adjusted EBITDA outlook to a range of $1.08 billion to $1.14 billion, from a prior forecast of $1 billion to $1.2 billion. The midpoint of the revised range also comes in below market expectations of $1.11 billion, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a>. The company added that its guidance does not factor in the potential impact of evolving trade policies or possible refunds, but does reflect expectations of continued disruption in certain Middle East markets<h2 class="st-heading-2">Analyst Says Lamb Weston Q3 Results 'Solid'</h2>Bofa Securities said LW,&nbsp;a supplier to burger chain giant McDonald’s, reported a "solid" Q3 beat across sales, gross margin, and adjusted&nbsp;core earnings&nbsp;(EBITDA), but faces shorter-term headwinds, a tough restaurant traffic backdrop, and peer multiples re-rating lower amid stabilizing gross margin trends. BofA maintained a ‘neutral’ rating on LW and lowered the price target to $47 from $49, which represents a 22% gain to the stock’s last closing price.JPMorgan said LW shares showed volatility despite a constructively received print and "better than feared" earnings.&nbsp;The research firm maintained a ‘neutral’ rating on the stock and said LW’s adjusted EBITDA guidance reflects a stabilizing North American market and well-understood international pressures.<h2 class="st-heading-2">How Do Retail Traders Feel About LW</h2>On Stocktwits, sentiment around LW jumped to ‘bullish’ from ‘neutral’ one day ago, amid ‘extremely high’ message volumes. Engagement on the platform also surged: LW stock’s message volumes spiked 3300% over the last week.One bullish user<a href="https://stocktwits.com/GuruLulu/message/649175915"> said</a>, “$LW earnings weren’t that bad. Future looks good. Adding.”<stembedurl>https://stocktwits.com/GuruLulu/message/649175915</stembedurl>Year-to-date, LW stock has declined 8%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ayi-stock-falls-ahead-of-q2-earnings-retail-gets-more-bullish/cZ7xiotRIFp">Acquity Stock Falls Ahead Of Q2 Earnings — But Retail Gets More Bullish</a>

Close-up of a logo for Lamb Weston, frozen potato products company, printed on a Stealth Fries pack in Lafayette, California, January 22, 2021. (Photo by Smith Collection/Gado/Getty Images)

After reporting third-quarter earnings on Wednesday, LW stock fell 9%, its worst drop since December 2025

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Current Price	$53.83
Prev Close	$55.18
Open	$54.81
Dividend Yield	3.47%
50-Day Moving Average	$49.84
Beta	0.66
Avg. Volume	1.51M
PE Ratio	29.30

52-Week High	$67.07
52-Week Low	$37.62
Market Capitalization	$7.42B
EPS (Annual)	$2.08
Price to Book	4.10
Revenue Per Employee	$661,230.00

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