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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

IRENs steep selloff is being linked to debt and credit concerns across AI neoclouds, amplified by Elon Musks warning of industry failures and consolidation. Bulls argue IRENs contracts, power access and financing set it apart, while bears worry about capital constraints, execution and further losses.

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 as traders react to Elon Musks warning that many neocloud providers may fail or consolidate and his statement that SpaceX will not buy one, intensifying concerns about CRWVs debt-heavy expansion and access to financing. The debate pits fears of insolvency and dilution against bullish arguments that AI demand, backlog, and Nvidia ties can support the company.

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 many neocloud providers could fail or consolidate, alongside concerns about tighter credit and debt-funded data-center expansion, has focused attention on NBIS. Bulls argue Nebius is better positioned and that AI-compute demand remains strong, while bears question the sectors financing risks and Nebiuss ability to execute its buildout.

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 sharp selloff across AI data-center stocks amid worries about tighter financing and Elon Musks warnings about risks to smaller compute-cloud operators. Traders debate whether CIFRs powered-site and long-term lease model makes it less exposed, while the convertible-note offering and potential dilution add pressure; sentiment is split between capitulation and dip-buying ahead of earnings.

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 upcoming quarterly results and guidance are the main focus as the stock trades near recent lows, with traders questioning whether the R2 ramp can improve margins and cash burn. Bearish concerns about execution and persistent losses contrast with bullish arguments citing stronger deliveries and potential progress toward profitability.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

EWZ is drawing attention after Lula da Silva defeated Flvio Bolsonaro in Brazils presidential runoff, reversing market positioning that had favored Bolsonaro and prompting a sharp selloff in Brazilian equities. Traders are debating whether the drop reflects heightened political and economic uncertainty or an overreaction that could create a buying opportunity; claims that the result was rigged remain speculation.

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

Nu Holdings is drawing attention after reporting a record quarter with its first-ever quarterly profit above $1 billion and continued strong growth, prompting a sharp rally and bullish reactions. Some traders remain cautious about credit quality and expect volatility or profit-taking after the move.

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

Lufax is drawing attention around its 1-for-10 ADS reverse split and Q3 results, following a preliminary loss warning citing higher credit impairments and taxes. Traders are divided between concerns about continued selling and hopes that much of the hit is one-off; dividend, buyback, and take-private speculation also remains unconfirmed.

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 beat expectations on revenue and earnings, but shares sold off as investors focused on declining profitability and margin pressure from heavy spending on logistics, shipping and credit expansion. Bulls see the spending as investment in long-term growth, while bears question when margins will recover and criticize the stocks weak price action.

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 caught in a broad AI data-center and neocloud selloff as traders react to Elon Musks warning that tighter debt markets could pressure smaller AI-focused operators, raising concerns about financing for capital-intensive expansion. The community is split between investors citing APLDs contracted capacity and insider purchases as reasons for confidence, and skeptics focused on debt, dilution and whether demand will translate into returns.

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STZ Stock Looks To Snap 7 Weeks Of Losses: Why Goldman Sachs Is Bullish Despite Slashing Price Target

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Goldman Sachs keeps a ‘Buy’ rating on Constellation Brands, citing stronger brand momentum and solid earnings.  


EL Stock Soars After Hours: Estée Lauder Ends Acquisition Talks With Spain's Puig

Estee Lauder and Puig were in talks since March 2026.

Constellation Brands Soars on Upbeat Q4 Earnings: ETFs in Focus 

Constellation Brands beats Q4 estimates; shares jump 8.5%. Beer stays strong, but weak demand drags sales. ETFs with STZ exposure come into focus.

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF

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<ul class="summary-bullets"><li>Goldman Sachs cut Constellation Brands’ price target to $155 from $180, still implying a 31% upside.&nbsp;</li><li>Constellation said September trends could lift FY27 results toward the upper end of guidance.&nbsp;</li><li>Constellation CEO Nicholas Fink sees renewed beer growth through stronger marketing.&nbsp;</li></ul><p>Constellation Brands (STZ) stock is looking to break a seven-week losing streak, and Goldman Sachs isn’t giving up on the beer giant. Despite slashing its price target, the firm kept its Buy rating as CEO Nicholas Fink points to renewed brand momentum, emerging products and aggressive marketing to reignite growth.&nbsp;</p><p><a href="https://stocktwits.com/symbol/STZ">Constellation Brands stock</a> edged 0.65% lower overnight Wednesday after a 2% gain in regular session. The stock has rallied nearly 5% so far this week and is on track for its best week since June.&nbsp;</p><h2 class="st-heading-2">Goldman Sachs Stays Bullish On Constellation Brands Despite Target Cut&nbsp;</h2><p>Goldman Sachs cut its Constellation Brands price target to $155 from $180 but kept its ‘Buy’ rating. The new target still suggests about 31% upside from the stock’s last close, showing the firm remains positive on the shares.&nbsp;</p><p>Constellation Brands&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stz-stock-falls-as-modelo-and-corona-lose-volume-full-year-profit-outlook-holds/cZDtS6VRBlk">reported</a> comparable earnings of $3.74 per share, beating analysts' consensus estimate of $3.60, according to Fiscal.ai data. Also, management offered investors another reason for optimism during the earnings call. Constellation said continued improvement in September could allow the company to finish fiscal 2027 near the top of its comparable earnings outlook of $11.20 to $11.90 per share. Goldman Sachs said it was encouraged by that possibility.</p><h2 class="st-heading-2">Constellation Targets A Beer Growth Revival&nbsp;</h2><p>Constellation Brands CEO Nicholas Fink said the company sees more ways to boost beer sales through stronger marketing, better brand execution and new products.&nbsp;</p><p>“We're a growth business and we need to get that engine humming again. That's going to take sustained work across marketing, brand positioning, commercialization, products, and packs,” Fink said during the earnings call.</p><p>"Take Corona, for example. We put more behind Corona and got more focused on granular execution. It's not a brand that requires awareness driving; it's a brand that requires saliency. And we're seeing green shoots already. If I look at Circana data, our 12-week is better than our 52-week and our 4-week is better than our 1-week. I'm not satisfied with where it is, but it's trending in the right direction—a lot better than it was a year ago."&nbsp;</p><p>Fink said Modelo is also showing signs of improvement, with the company targeting Hispanic consumers and using major sports events like football season to reach more U.S. customers.&nbsp;</p><h2 class="st-heading-2">STZ Stock: Retail Stance</h2><p>On Stocktwits, retail sentiment around the stock fell to ‘neutral’ from ‘extremely bullish’ territory the previous day.&nbsp;</p><p>A user&nbsp;<a href="https://stocktwits.com/InvestingWithRob/message/666007841">said</a>, “They have a 2.5 billion share buyback authorization that represents about 12% of the market cap.”&nbsp;</p><p>STZ stock has declined over 14% year-to-date.&nbsp;</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/capr-stock-rises-nearly-5-as-capricor-presents-heart-data-for-deramiocel-ahead-of-november-fda-decision/cZDvAk3RBZO">CAPR Stock Rises Nearly 5% As Capricor Presents Heart Data For Deramiocel Ahead Of November FDA Decision</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, bottles of Corona beer are displayed.

Constellation Brands (STZ) stock is looking to break a seven-week losing streak, and Goldman Sachs isn’t giving up on the beer giant. Despite slashing its price target, the firm kept its Buy rating as CEO Nicholas Fink points to renewed brand momentum, em

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