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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

CoreWeaves better-than-expected quarterly results, raised outlook and growing AI-compute backlog have renewed confidence in demand, while managements customer-prepayment and contract-backed financing plans eased some concerns about expansion funding. Traders are broadly bullish and anticipate short covering, though bears continue to question the companys debt, interest costs, capital spending and ability to execute profitably.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Take-Two shares are drawing attention after a sharp rebound tied to CEO comments that Grand Theft Auto VI preorders are far above initial expectations, despite a weak quarter and unchanged annual bookings guidance. Bulls see the upcoming launch as a major growth catalyst, while skeptics warn that expectations may already be priced in and question whether strong preorders will translate into sustained sales and recurring revenue.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidias selloff is dominated by uncertainty over CEO Jensen Huangs relationship with a woman suspected of ties to Chinese intelligence and the boards investigation into potential security or disclosure risks; the allegations remain unproven. Traders are divided between viewing the controversy as a buying opportunity and worrying about Huangs leadership, possible government scrutiny, and damage to investor confidence, with hotter inflation also weighing on chip stocks.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Q3 results and earnings call are driving attention, with traders focused on improved profitability, higher margins, a stronger cash position and recurring Samsung and upcoming Micron licensing revenue. The reaction is divided: bullish traders say Samsungs upfront fee is being recognized over the license term, while skeptics point to the apparent estimates miss, lower product sales and the lack of concrete SK Hynix or Nasdaq updates.

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. 

CoreWeaves strong results, raised outlook and large backlog have reinforced traders view that AI-compute demand remains robust, raising expectations for Nebiuss Q3 report and prompting hopes of a broader neocloud rebound. The debate is whether NBIS can turn that demand into growth while managing financing and capital-spending needs; skeptics caution that a peers results do not resolve Nebiuss execution risks.

SharonAI Holdings, Inc. operates as a holding company that develops and delivers GPU cloud computing and AI solutions. The company was founded on December 30, 2024 and is headquartered in New York, NY.

SharonAI Holdings Inc. - Ordinary Shares - Class A

SharonAIs expanded NVIDIA collaboration and Australian AI-factory buildout are drawing attention, with traders highlighting added capacity and multiyear compute demand. The community is largely bullish on the contracts and financing, but some are frustrated that positive announcements have not consistently translated into sustained gains.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Globals strong quarterly results and raised 2026 outlook are drawing attention, alongside its plan to expand into off-grid power for AI data centers. Traders are divided: some see the AI power opportunity and LNG growth as bullish, while others fault management for emphasizing a long-term venture over near-term LNG prospects and question the muted share-price response.

Royal Caribbean Group is a cruise company, which engages in the ownership and operation of the following global cruise brands: Royal Caribbean International, Celebrity Cruises, and Silversea Cruises. The firm also holds interest in TUI Cruises GmbH, which operates the German brands TUI Cruises and Hapag-Lloyd Cruises. The company was founded by Arne Wilhelmsen in 1968 and is headquartered in Miami, FL.

Royal Caribbean Group

Royal Caribbean is drawing attention after a strong rally, with traders citing a Q3 earnings beat, raised full-year guidance and resilient cruise bookings. Bullish momentum is debated against concern over reported director share sales and speculation about a possible stock offering.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumbles Q3 earnings and the contribution from its Quake AI/Northern Data business dominate discussion, with traders debating whether growth and the reported Anthropic opportunity can translate into results. Bulls point to potential revenue momentum and high short interest, while skeptics focus on financing, dilution, cash burn and execution; the Anthropic deals terms and funding remain unconfirmed in the discussion.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNavs Q3 results are the immediate focus: traders note an EPS beat and revenue growth, but the shares are falling despite a reportedly positive call, prompting frustration and short-term bearish bets. The longer-running debate remains whether FCC approval of the proposed spectrum reconfigurationand possible buyer interestcan unlock value, versus the risk that regulatory delays leave the thesis unfulfilled.

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MARA Stock Slips Overnight On Revenue Miss: CEO Says Market Is Becoming More Selective About How AI Infrastructure Is Financed

MARAs quarterly results and strategy update are driving discussion: traders cite the earnings beat, authorized buyback, debt reduction and initial GPU-services contract, while the revenue miss and Bitcoin-linked gains temper enthusiasm. Bulls see progress in the AI/HPC pivot, but skeptics point to the lack of larger tenant leases and continued Bitcoin exposure; the share rebound has also fueled short-term trading debate.

The move appears tied to MARAs quarterly report, which included diluted EPS of $1.28 versus expectations for a loss, a share-repurchase authorization of up to $500 million, and repayment of $750 million in Bitcoin-backed debt after quarter-end. The earnings beat was largely driven by an $885.3 million unrealized gain on digital assets, while revenue missed estimates.

RIOT Stock Gains After Jefferies Upgrade, JP Morgan Price Target Hike: Analysts See Favorable Economics In Corsicana Data Center Deal 

Equity

JPMorgan’s new price target of $28 on Riot implies a potential upside of around 59% from Monday’s close.


MARA Holdings Touts Exploding AI Demand, Targets 4 GW Power Portfolio With Bitcoin Mining as Its 'Foundation'

MARA Holdings CFO Salman Khan said that the firm owns and operates roughly 1 gigawatt of power capacity, with a roadmap to scale beyond 4 GW.read more...

Dow, S&P 500, Nasdaq Futures Mixed As Traders Weigh AI Rebound, Await Inflation Data: HIMS, TTD, NVDA, MARA In Focus

On Monday, markets rallied after a volatile week for stocks, especially artificial intelligence and technology names, which plunged last week.

MARA Holdings’ revenue fell 35% year-over-year to $164.2 million, missing estimates of $176.13 million.

Marathon Digital Holdings, Inc. (MARA) Reports Q3 Loss, Misses Revenue Estimates

Marathon Digital (MARA) delivered earnings and revenue surprises of +13.79% and -21.98%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Lincoln National (LNC) Q3 Earnings Lag Estimates

Lincoln National (LNC) delivered earnings and revenue surprises of -12.25% and +0.90%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Marathon Digital Holdings, Inc. (MARA) Stock Slides as Market Rises: Facts to Know Before You Trade

In the most recent trading session, Marathon Digital Holdings, Inc. (MARA) closed at $6.88, indicating a -3.98% shift from the previous trading day.

Marathon Digital Holdings, Inc. (MARA) Stock Dips While Market Gains: Key Facts

In the closing of the recent trading day, Marathon Digital Holdings, Inc. (MARA) stood at $6.84, denoting a -2.56% move from the preceding trading day.

Here's Why Marathon Digital Holdings, Inc. (MARA) Fell More Than Broader Market

Marathon Digital Holdings, Inc. (MARA) closed at $7.24 in the latest trading session, marking a -7.04% move from the prior day.

Here is What to Know Beyond Why Marathon Digital Holdings, Inc. (MARA) is a Trending Stock

Marathon Digital (MARA) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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MARA

$MARA Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $1.28 up 374.07% YoY
• Reported revenue of $164.23M down -34.94% YoY

Stocktwits

Marathon Digital Holdings Inc

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $1.28 up 374.07% YoY
• Reported revenue of $164.23M down -34.94% YoY

This account has been verified as an official STOCKTWITS representative.

Stocktwits Earnings

• Reported GAAP EPS of $1.28 up 374.07% YoY
• Reported revenue of $164.23M down -34.94% YoY

MARA's release gives no quantified quarterly revenue, margins, earnings, operating metrics, or forward guidance, and identifies the announced third-quarter financial results as unaudited in the shareholder letter.

MARA cited 1.9 GW of energized capacity across nearly 20 sites and a path to approximately 4.8 GW, alongside integrated power, land, compute, and Bitcoin-mining operations.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>JPMorgan’s Richard Choe said Riot signed the Corsicana lease at “attractive risk-adjusted economics.”&nbsp;</li><li>The firm also pointed to the lease’s scale and structure as positive for Riot.</li><li>Elsewhere in the sector, Citi cut its price target on TeraWulf, while Rosenblatt lowered its target on MARA Holdings.</li></ul>Riot Platforms (RIOT) shares rose in early-morning trade on Tuesday after major updates from Jefferies and JPMorgan.Jefferies upgraded RIOT to ‘Buy’ from ‘Hold’ and hiked its price target to $28 from $13, according to CNBC. Meanwhile,&nbsp; JPMorgan analyst Richard Choe also lifted his price target to $28 from $22 and maintained an ‘Overweight’ rating, according to TheFly.&nbsp;Both analysts said Riot had secured the Corsicana lease at attractive risk-adjusted economics. “The powered land lease lets RIOT monetize the site with less execution and financing risk,” Jefferies wrote.<a href="https://stocktwits.com/symbol/RIOT">RIOT stock</a> rose around 2% in pre-market trade and was among the top-trending tickers on Stocktwits at the time of writing. Retail sentiment around the former Bitcoin miner trended in ‘extremely bullish’ territory over the past day, alongside ‘extremely high’ levels of chatter.&nbsp;<h2 class="st-heading-2">Why Are Analysts Bullish On RIOT Stock?</h2>“We see RIOT’s Corsicana deal as a reset for the market,” Jefferies wrote in its note. “Pairing ready power with the tenant’s modular solution improves speed to market, while the powered-land structure reduces RIOT’s capital needs and shifts meaningful execution risk to the tenant.”Meanwhile, JPMorgan noted that the agreement covers more computing capacity than investors had anticipated and said the 910 megawatts (MW) of IT capacity was “notably larger” than the 756 MW previously expected at the site.The new $28 price target implies about 59% upside from Riot’s Monday closing price. It’s slightly below the average price target of $31.16 cited by Koyfin, implying potential upside of 76%.&nbsp;Of the 22 analysts covering Riot in Koyfin’s survey, 21 rate the stock ‘Strong Buy’ or ‘Buy’, while one has a ‘Hold’ rating. RIOT stock rose about 4% over the past year.<h2 class="st-heading-2">Riot’s $28B Corsicana Lease&nbsp;</h2>Riot announced last week that it will lease its entire Corsicana campus to an unnamed AI developer, which it described as “a leading Frontier AI Lab,” for 15 years. The tenant will pay about $28 billion over the lease’s initial term, making it the largest lease in Riot’s history.The data center capacity is scheduled to come online in stages between September 2027 and July 2028. Including an earlier agreement with the same AI lab at Riot’s Rockdale campus in Texas, along with a contract with Advanced Micro Devices (AMD), the company now has about $38 billion in contracted data center revenue.Riot estimates the project will cost about $6 million per MW, roughly half the cost of a typical high-end data center, according to the company. It also said it does not currently expect to issue new shares to finance the projects it has announced.Riot built its business around mining Bitcoin (BTC), which gave it access to large sites with substantial electricity capacity. It is now seeking to monetize that infrastructure by leasing space and power to AI and data center operators.Of late, the company has been increasingly selling Bitcoin from its balance sheet. Riot sold 8,962 BTC last week and had also sold about 4,300 BTC in October. CoinGecko data showed the company held approximately 2,418 BTC, worth about $180 million, at the time of writing.<h2 class="st-heading-2">MARA, WULF Stock See Price Target Cuts</h2>Other bitcoin miners moving into AI didn’t fare as well with analysts on Tuesday. Citi lowered its price target on TeraWulf (WULF) to $24 from $31 while maintaining a ‘Buy’ rating.&nbsp;<a href="https://stocktwits.com/symbol/WULF">WULF stock</a> traded flat in pre-market trade.&nbsp; On Stocktwits, retail sentiment around TeraWulf remained in ‘bullish’ territory over the past day, accompanied by ‘high’ levels of chatter.Meanwhile, Rosenblatt Securities analyst Chris Brendler cut his price target on MARA Holdings (MARA) to $11 from $15, while keeping a ‘Buy’ rating. Brendler said MARA’s third-quarter (Q3) results were more important for what they revealed about the company’s balance sheet than its mining performance. He cited market conditions for the price target cut.&nbsp;<a href="https://stocktwits.com/symbol/MARA">MARA stock</a> fell about 1.6% in premarket trading. Retail sentiment around the company on Stocktwits shifted to ‘extremely bullish’ from ‘bullish’ over the past day, while chatter increased to ‘high’ from normal’ levels.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-nvidia-amd-to-invest-26-b-in-anthropic-alongside-ipo/cNGu0BtR97U">Google, Nvidia, AMD And Others To Invest $26B In Anthropic Alongside IPO</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Riot Platforms, Inc. logo is displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Riot Platforms (RIOT) shares rose in early-morning trade on Tuesday after major updates from Jefferies and JPMorgan.

RIOT Stock Gains After Jefferies Upgrade, JP Morgan Price Target Hike

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Riot Platforms Inc

TeraWulf Inc

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Mara: Marathon Digital Stock Price, News, Analysis and Trading Ideas

Nebius ($NBIS)

CoreWeave ($CRWV)

IREN ($IREN)

Applied Digital ($APLD)

Neocloud stocks are on a tear in 2026, with CoreWeave, Nebius, IREN and Applied Digital posting massive gains on surging AI infrastructure demand. Which neocloud are you most bullish on to lead the rest of the year?

Which neocloud stock are you most bullish on for the rest of 2026? 
 
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Traders are intensely debating the firm's transition from Bitcoin mining to an AI data center provider and the pressure to sign large hyperscaler leases.

The announcement of a $500 million share repurchase program is fueling bullish sentiment and optimism among those betting on a major squeeze.

Investors are weighing the company's significant GAAP EPS beat and debt reduction against concerns regarding revenue misses and lingering sector volatility.

High short interest has speculative traders anticipating a sharp rally if the company hits key resistance levels or announces new contracts.

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