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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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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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<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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