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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

A quarterly earnings beat, raised outlook and record AI-compute backlogalongside managements emphasis on customer prepayments and contract-backed financingsparked an after-hours rebound and widespread short-squeeze chatter. Bulls see strong demand and improved financing prospects, while skeptics remain concerned about heavy debt, interest costs, capital spending and the path to sustained cash flow.

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 centered on governance and national-security concerns surrounding CEO Jensen Huangs relationship with a customer suspected of ties to Chinese intelligence, with traders debating whether the investigation and China chip-export questions could threaten his leadership or the business. Others see the drop as an overreaction and are buying the dip, while looking to the upcoming earnings report for a business-focused counterpoint.

Autonomi (ANT) is a cryptocurrency launched in 2025and operates on the Arbitrum platform. Autonomi has a current supply of 1,200,000,000 with 346,011,579 in circulation. The last known price of Autonomi is 0.03102024 USD and is up 12.83 over the last 24 hours. It is currently trading on 15 active market(s) with $148,822.58 traded over the last 24 hours. More information can be found at https://autonomi.com.

Aragon

Attention is heavily muddied by Anthropic IPO chatter mistakenly tagged to Aragons ANT token. The Aragon-specific discussion centers on the projects dissolution and completed token-redemption initiative, with holders unsure about conversion or exchange availability; other posts are mostly speculative trading reactions.

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 conference call are driving attention, with traders debating the shift to recurring Samsung and Micron licensing revenue and the stronger balance sheet against an apparent estimates miss caused partly by amortizing Samsungs upfront fee over the agreement term. Bullish traders point to higher expected Q4 revenue, while skeptics cite lower product sales and the lack of a confirmed SK Hynix deal or Nasdaq uplisting.

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 earnings report and conference call are driving immediate discussion, with traders noting an EPS beat but reacting to the share-price decline and debating whether the call offered meaningful progress. Many see the pending FCC rulemaking on the companys spectrum as the more important catalyst, while the bullish SpaceX-related thesis remains speculative and others point to regulatory delays and downside risk.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

INFQ is drawing attention ahead of its quarterly report, with traders looking for revenue, guidance and commercialization updates that could set it apart from other quantum companies. Optimism about its products and technical progress is countered by concerns over weak price action and volatility alongside the broader quantum and tech sectors.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong quarterly earnings beat and raised guidance have driven attention, with traders citing accelerating growth, improving profitability and analyst upgrades as support for the rally. The reaction is split between bulls expecting momentum to continue and skeptics focused on volatile post-earnings trading and resistance near recent levels.

Cameco Corp. engages in the provision of uranium. It operates through the following segments: Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Camecos weaker-than-expected quarterly update and narrowed production outlook, amid Cigar Lake operating setbacks, are driving a sharp selloff and bearish discussion about further downside. Some traders see the decline as an opportunity, arguing that firm uranium-market fundamentals and longer-term nuclear demand remain intact.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs quarterly resultsstrong revenue and backlog growth but a wider-than-expected loss and Neutrons first launch pushed to 2027are driving the discussion. Traders are split between viewing the demand and backlog as evidence of growth and worrying about execution delays, ongoing losses, and dilution; shares have rebounded after the initial post-earnings selloff.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Anthropics new Claude workplace tools, including a spreadsheet product positioned against Excel, have raised concerns that Microsofts Office and Copilot franchises face stronger competition. Traders debate whether the threat is material or overstated given Microsofts entrenched enterprise ecosystem.

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US Mortgage ETFs See Heavy Outflows As Elevated Interest Rates Make Homebuying Expensive 

Equity

Soaring borrowing costs and heightened yield volatility have sparked a record sell-off in mortgage-backed securities while driving U.S. mortgage rates to a multi-month high.

MBB September 2027 Options Begin Trading

Investors in iShares Trust - iShares MBS ETF (Symbol: MBB) saw new options become available today, for the September 2027 expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 357 days until expiration the...

First Week of January 2026 Options Trading For iShares Trust - iShares MBS ETF (MBB)

Investors in iShares Trust - iShares MBS ETF (Symbol: MBB) saw new options become available this week, for the January 2026 expiration. At Stock Options Channel, our YieldBoost formula has looked up...

iShares Trust - iShares MBS ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Investors pulled $2.4 billion from U.S. mortgage-backed securities (MBS) exchange-traded funds in September, the highest monthly redemption rate since March 2020, Bloomberg reported.</li><li>The average 30-year fixed home loan jumped 25 basis points in a single week to 7.28%, representing the largest weekly surge in nearly four years and the highest rate recorded since late 2023.</li><li>Pending home sales fell 4.1% year-on-year in September.&nbsp;</li></ul>Rapidly rising bond yields and fears of higher-for-longer interest rates are weighing on U.S. housing and financial markets.&nbsp;As borrowing costs march higher, investors are abandoning ETFs tracking mortgage-backed securities (MBS) at the fastest pace in years, while prospective homebuyers face the steepest mortgage rates seen since late 2023, affecting overall home sales.<h2 class="st-heading-2">Investors Flee Mortgage Bond Funds</h2>In the capital markets, exchange-traded funds holding U.S. mortgage debt saw $2.4 billion in net redemptions in September, the heaviest selling in the sector since the onset of the pandemic in March 2020, according to Bloomberg.The sell-off has been driven largely by a sharp rally in U.S. Treasury yields, which have hovered near multi-decade peaks amid expectations that the Federal Reserve will keep monetary policy tight to combat inflation.&nbsp;Because surging benchmark rates reduce the likelihood of homeowners refinancing, holders of mortgage debt risk remaining locked into lower-yielding assets for extended durations. Furthermore, with risk-free Treasuries offering nominal yields above 5%, the complex structure of mortgage bonds has grown increasingly unappealing to market participants.For instance, BlackRock’s iShares MBS ETF (<a class="mention" data-mention="$MBB" data-symbol-id="MBB" href="https://stocktwits.com/symbol/MBB" target="_blank">MBB</a>) logged roughly $2.7 billion in monthly outflows—its largest on record—and posted a 3% total loss for September. Competitor funds, including the Schwab Mortgage-Backed Securities ETF and the Simplify MBS ETF, also notched record monthly redemptions of $245.8 million and $342 million, respectively, as per Bloomberg.&nbsp;<img src="https://news.stocktwits-cdn.com/koyfin_20261001_112326724_0e306b497e.png" alt="US Mortgage ETFs Are Seeing Outflows | Source: Stocktwits"><h2 class="st-heading-2">Home Borrowing Costs Hit New Highs</h2>According to data released by Freddie Mac, the average benchmark 30-year fixed mortgage rate escalated to 7.28%, up from 6.34% a year earlier. The 25-basis-point single-week increase represents the sharpest weekly spike in borrowing costs since October 2022.Economists note that the rapid rate rise has sharply undermined home affordability, compounding challenges for prospective buyers who are already grappling with near-record purchase prices. Consequently, real estate demand is deteriorating rapidly across multiple metrics.<h2 class="st-heading-2">Cooling Housing Demand</h2>Data shows pending home sales fell 4.1% year over year in September, while loan application metrics from the Mortgage Bankers Association dropped to their lowest point since April 2025. Refinance applications fell sharply as well, tumbling another 8.7%.To adapt to the tightening environment, an increasing proportion of sellers are forced to reduce asking prices. According to Realtor.com, the percentage of listings with price cuts hit its highest September level since 2018.&nbsp;On Stocktwits, retail sentiment around the SPDR S&amp;P 500 ETF (<a href="https://stocktwits.com/symbol/SPY">SPY</a>), which tracks the S&amp;P 500, remained ‘extremely bullish.’ Sentiment for the Invesco QQQ Trust (<a href="https://stocktwits.com/symbol/QQQ">QQQ</a>), which tracks the Nasdaq-100, and the SPDR Dow Jones ETF (DIA) stayed ‘bullish’.Sentiment on iShares 20+ Year Treasury ETF (TLT) was ‘bullish’, with ‘high’ message volumes.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

A sign advertises new homes in a gated community in Fontana, California. Shares of Better Home surged nearly 47% on Monday. (Photo by Mario Tama/Getty Images)

Rapidly rising bond yields and fears of higher-for-longer interest rates are weighing on U.S. housing and financial markets.

US Mortgage ETFs See Heavy Outflows As Elevated Interest Rates Make Homebuying Expensive

iShares MBS ETF

Schwab Strategic Trust - Schwab U.S. REIT ETF

SPDR Portfolio Mortgage Backed Bond ETF

iShares 20+ Year Treasury Bond ETF

Vanguard Mortgage-Backed Securities ETF

Vanguard Real Estate ETF

Yes, by year-end

Yes, but not this year

No, he stays as CEO

He steps down on his own

Do you think Jensen Huang will be removed as Nvidia’s ($NVDA) CEO?

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Do you think Jensen Huang will be removed as Nvidia’s (

Current Price	$91.23
Prev Close	$92.08
Open	$91.41
Dividend Yield	N/A
50-Day Moving Average	$90.98
Beta	N/A
Avg. Volume	5.73M
PE Ratio	N/A

52-Week High	$96.97
52-Week Low	$88.58
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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