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Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras shares are drawing attention amid a steep selloff, with traders pointing to scheduled lockup expirations and potential insider-share supply, alongside concerns about its IPO valuation, growth and ability to scale. The debate pits bearish calls for further declines against dip-buyers who remain bullish on Cerebras AI-inference technology and long-term demand.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs stronger-than-guided quarterly results and upbeat 2027 EBITDA outlook have driven a sharp rally, with traders debating whether short covering could extend the move. Bulls see improving steel operations and prices, while skeptics question whether the outlook can overcome the companys debt and reliance on favorable steel markets; some also warn the rally could fade.

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. 

Nebius is caught in a broad neocloud and AI-infrastructure selloff as traders focus on financing costs, debt concerns and doubts about the sectors business models, with CoreWeaves credit worries adding to contagion fears. The community is split on whether sharp rebounds are durable or bull traps: bulls point to Nebiuss comparatively stronger balance sheet and long-term compute demand, while bears question the capital intensity and path to profitability.

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

Goldman Sachs Buy upgrade after a sharp selloff is driving attention, but traders are split after the initial pop faded: some see an oversold buying opportunity, while others remain concerned about CoreWeaves heavy debt and financing costs.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Seas sharp pullback despite strong operating results is fueling debate, with traders frequently blaming insider share sales and managements failure to announce a fresh buyback; some also cite an analyst downgrade and regional macro concerns. Bears see continued weakness, while bulls argue the selloff has made the growing e-commerce and fintech business more attractive.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Taus cancer-trial pipeline is driving attention, particularly the FDA-cleared expansion of its recurrent glioblastoma REGAIN study and completed enrollment in the pancreatic IMPACT study ahead of further data updates. Traders are broadly optimistic about these milestones, though expectations for a near-term stock move remain speculative amid price consolidation.

X-Energy, Inc. engages in the development of advanced small modular nuclear reactors and fuel technology for clean energy generation. Its solutions include Xe-100 and TRISO-X. The company was founded by Kam Ghaffarian and Eben Mulder in 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-Energy Inc

XEs steep selloff and search for a bottom dominate the discussion, with traders attributing pressure to post-IPO selling, bearish analyst coverage, and weakness across nuclear stocks. Some see Amazons backing and potential SMR demand from data centers as a long-term positive, while others remain concerned that commercialization is years away.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

FDA expanded ANKTIVA plus BCG to cover papillary-only BCG-unresponsive bladder cancer, broadening its potential market; traders also focused on long-term Phase 3 data showing durable responses and bladder-sparing outcomes. Despite bullish views on the commercial opportunity, the shares sold off, with the community debating a sell-the-news reaction and broader biotech weakness versus options-related or short-selling pressure, while some remain cautious about revenue growth and dilution.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is drawing attention ahead of its Q3 earnings report as shares retreat amid a broader tech and AI selloff. Traders are split over whether strong ad performance and Muse AI momentum can justify heavy AI spending, with capex and returns on that investment central to expectations for the report.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

ALM is drawing attention after a sharp selloff during and following its investor day, with traders criticizing CEO Lewis Blacks presentation and questioning whether it offered meaningful new information. The reaction contrasts with longer-term bullish views on Sangdongs production ramp and tungsten demand, while some attribute weakness to broader market pressure.

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Marvell Technology, Inc. (MRVL) is Attracting Investor Attention: Here is What You Should Know  

Zacks.com users have recently been watching Marvell (MRVL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Here's How Much a $1000 Investment in Marvell Technology Made 10 Years Ago Would Be Worth Today

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Broadcom vs. Marvell Technology: Which Technology Stock Is a Better Buy in 2026?

Key PointsBroadcom provides a massive, high-margin portfolio of semiconductors and infrastructure software with billions in free cash flow...

Why Marvell Technology (MRVL) Dipped More Than Broader Market Today

Marvell Technology (MRVL) closed the most recent trading day at $245.28, moving 8.72% from the previous trading session.

Marvell's New $18 Billion Revenue Target Could be a Game-Changer

Marvell (NASDAQ: MRVL) is turning custom AI chip wins into a larger growth platform, with hyperscalers, optical connectivity, and a $18 billion fiscal 2028 revenue target strengthening the long-term story. The key question is whether that opportunity can grow fast enough to justi...

Does Credo's $525M-$535M Revenue Outlook Signal Further Upside? 

CRDO's surging AI connectivity demand, record revenues and expanding optical business fuel growth, with fiscal 2027 revenues projected to rise more than 85%.

Intel vs. Marvell Technology: What Revenue Trends Tell Investors About These Artificial Intelligence Companies

Key PointsIntel generated a higher absolute revenue figure than Marvell Technology in all eight comparable quarters, maintaining a wide gap in size between the two organizations throughout the charted period...

Marvell Technology Just Gave Its Investors Great News

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Oracle Proposes Up To $55M In Annual Power Bill Credits, Reaffirms Bloom Energy's Role At Project Jupiter

Equity

The proposed agreement with El Paso Electric would require Oracle to pay $10 million annually for 10 years, even if electricity usage falls below contracted levels.

Credo Expands AI Connectivity Portfolio With 1.6T ZeroFlap ALC

CRDO expands its AI connectivity portfolio with the 1.6T ZeroFlap Active Light Cable, offering lower power consumption, enhanced reliability and extended reach.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Bearish Sentiment

<ul class="summary-bullets"><li>The proposed agreement would support late-stage construction, initial commissioning, and emergency backup power at Project Jupiter.</li><li>New Mexico residential and small-business customers could receive electricity bill credits for up to three years.</li><li>Oracle previously outlined plans for up to 2.45 gigawatts of installed Bloom Energy fuel cell capacity, replacing an earlier gas turbine and diesel generator design.</li></ul><p>Oracle (ORCL) announced Tuesday a proposed energy service agreement with El Paso Electric for Project Jupiter, its artificial intelligence (AI) data center campus in New Mexico, while reaffirming that Bloom Energy (BE) will remain its primary power source.</p><p>The proposed arrangement would provide electricity for late-stage construction, initial commissioning, and emergency backup power at the facility.</p><p>Oracle also outlined a separate proposal to provide up to $55 million annually in direct electricity bill credits for up to three years to El Paso Electric's residential and small business customers in New Mexico.</p><p>At the time of this writing, <a href="https://stocktwits.com/symbol/ORCL">ORCL stock</a> was trading more than 1% higher at around $139.</p><h2 class="st-heading-2">What Oracle's Power Agreement Covers</h2><p>Under the proposed agreement, Oracle expects to pay $10 million annually for electricity over 10 years, even if its usage falls below contracted levels.&nbsp;</p><p>The arrangement would help offset shared electricity system costs that would otherwise fall on El Paso Electric's New Mexico customers, said Oracle.</p><p>The separate customer credit proposal could begin benefiting households and small businesses in 2027. The company said its primary power arrangement for Project Jupiter remains unchanged.</p><p>“There is no change to our plan,” Oracle said, confirming that Bloom Energy's fuel cell microgrid would continue providing the site's primary electricity supply.</p><h2 class="st-heading-2">Bloom Energy's Existing Role At Project Jupiter</h2><p>The announcement follows Oracle's April decision to use Bloom Energy fuel cells to power Project Jupiter in Doña Ana County.&nbsp;</p><p>Under that plan, the campus would be supported by up to 2.45 gigawatts of installed Bloom fuel cell capacity, replacing an earlier design that relied on gas turbines and diesel generators.</p><h2>Oracle Joins Marvell, Microsoft In Data Center Security Initiative</h2><p>Separately, on Tuesday, Marvell Technology (MRVL), Microsoft (MSFT) and Oracle announced a new&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/msft-stock-gets-a-thumbs-up-from-barclays-firm-expects-quarter-to-start-showing-more-differentiation-in-software/cZxBllTRBY4">Open Compute Project</a> (OCP) working group to standardize hardware security for cloud and large-scale data centers.</p><p>The group aims to develop open specifications for protecting encryption keys directly within servers, rather than relying on separate network-connected security systems.&nbsp;</p><h2 class="st-heading-2">What Retail Thinks About ORCL Stock</h2><p>On Stocktwits, retail investors’ sentiment around ORCL stock and <a href="https://stocktwits.com/symbol/BE">BE stock</a> remained in the ‘bearish’ territory.</p><p>So far this year, ORCL stock has fallen nearly 29%. By comparison, the iShares Expanded Tech-Software Sector ETF (<a href="https://stocktwits.com/symbol/IGV">IGV</a>), which holds Oracle shares, has risen over 8% over the same period.</p><p><strong>See Also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/aapl-stock-hits-record-high-as-apple-unveils-home-view-revamps-smart-home-lineup/cZxBkohRBYb"><strong>AAPL Stock Hits Record High As Apple Unveils HomeView, Revamps Smart Home Lineup</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Oracle Corporation is a leading American multinational technology company known for its enterprise software, database management systems and cloud computing solutions

Oracle (ORCL) announced Tuesday a proposed energy service agreement with El Paso Electric for Project Jupiter, its artificial intelligence (AI) data center campus in New Mexico, while reaffirming that Bloom Energy (BE) will remain its primary power source

Bloom Energy Corp - Ordinary Shares - Class A

iShares Expanded Tech-Software Sector ETF

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