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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

Elon Musks warning that many neocloud companies could fail or consolidate has intensified concerns about CoreWeaves debt-heavy expansion and access to financing. Traders are divided between fears of refinancing pressure, dilution, or insolvency and bullish arguments that AI demand, customer commitments, and Nvidia ties offer support.

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 about tighter financing and potential failures among neocloud companies has driven concern around Nebius and its AI-infrastructure peers. Traders are split: some fear debt and execution risks, while others argue Nebius is better positioned because of its recent financing and customer commitments.

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 broader neocloud selloff as traders react to Elon Musks warning of industry failures and consolidation amid tighter, debt-sensitive financing for AI data centers. Bears see capital and execution risks, while bulls argue Musks comments overgeneralize and point to IRENs contracts, infrastructure, and ongoing AI-compute demand.

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 latest quarterly results are driving attention: strong revenue growth and beats were followed by a share-price selloff as investors focused on lower profits and margin compression from heavy investment in logistics and credit. Traders are split between viewing the spending as a temporary growth investment and worrying that profitability is lagging the expansion.

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

Elon Musks warning that many neocloud companies could struggle as financing tightens has fueled a selloff across AI data-center stocks, with traders debating whether Applied Digitals debt exposure makes it vulnerable. Bullish voices counter that its contracted projects, ongoing buildout and insider purchases distinguish it from weaker operators, while others remain concerned about debt, funding costs and broader sector weakness.

Petróleo Brasileiro SA engages in oil and gas exploration, production, and distribution activities. It operates through the following segments: Exploration and Production; Refining, Transportation, and Marketing; and Gas and Low Carbon Energies. The Exploration and Production segment covers the activities of exploration, development, and production of crude oil, natural gas liquid, and natural gas, for the primary purpose of supplying its domestic refineries. The Refining, Transportation, and Marketing segment refers to refining, logistics, transport, and trading of crude oil and oil products activities as well as exports of ethanol. The Gas and Low Carbon Energies represents the activities of logistic and trading of natural gas and electricity, transportation and trading of liquefied natural gas, generation and electricity by means of thermoelectric power plants, as well as holding interests in transporters and distributors of natural gas. The company was founded on October 3, 1953 and is headquartered in Rio de Janeiro, Brazil.

Petroleo Brasileiro S.A. Petrobras - ADR

Petroleo Brasileiro

Lulas unexpected election victory is driving concern about political uncertainty and possible pressure on Petrobrass dividends, prompting debate over the stocks exposure to government policy. Some traders view the weakness as a buying opportunity, arguing that the companys oil production and dollar-linked revenues provide support.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

The iPhone Duo launch is the main focus, with reports of strong initial demand and limited supply countered by concerns over early screen-cracking complaints and whether they signal a broader product problem. Traders are also debating Apples record-level resilience as a defensive stock amid weakness in other tech shares, with earnings seen as a key test of demand and margins.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

SMH is drawing attention amid a sharp semiconductor and AI-trade pullback, as traders question the returns and financing behind AI infrastructure spending amid broader tech weakness. The community is split between warnings of further downside and views that oversold conditions and support could attract dip buyers or prompt a relief bounce.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoins sharp swings are driving attention to Strategy as a leveraged Bitcoin proxy, with traders reacting to a selloff and subsequent rebound. Bulls see dip-buying and squeeze potential, while bears point to further crypto downside and concerns about dilution and preferred-stock financing.

Stellar is an open-source, decentralized network co-founded in 2014 by Jed McCaleb and Joyce Kim to facilitate the fast and low-cost transfer of value across different currencies and assets globally. Managed by the non-profit Stellar Development Foundation, the project serves as a global infrastructure that connects banks, payment systems, and individuals to expand financial access to underserved populations. Its main value proposition lies in providing a bridge between traditional money and digital networks through the use of Anchors, which are trusted entities that hold deposits and issue credits on the ledger.  The network operates using the Stellar Consensus Protocol and a Federated Byzantine Agreement, where nodes choose trusted sets of other nodes to agree on the state of the ledger. This system ensures high throughput and fast finality, where transactions are considered permanent and irreversible within seconds. Key features include a built-in distributed exchange for trading assets without intermediaries and the Soroban platform for developing smart contracts. Users can also utilize the network for tokenizing real-world assets or accessing decentralized finance services like peer-to-peer lending.  Stellar's native token, XLM, is essential for maintaining network integrity by acting as an intermediary to find efficient exchange paths and preventing spam through small transaction fees and minimum account balance requirements. Unlike many other digital assets, the network has no inflation because the community voted to disable the automatic creation of new tokens. While the project received early funding from the payments company Stripe, it is now sustained by a global community of validators and developers rather than traditional venture capital.

Stellar Lumens

XLM is drawing attention for persistent selling pressure and repeated failures to hold recent gains, with traders debating whether weakness reflects broader crypto-market softness or ongoing token selling. Bearish frustration over its lagging price performance competes with dip-buying optimism tied to Stellars institutional tokenization and payments use cases.

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

Equity

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

Neutral Sentiment

<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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