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Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhoods Q3 earnings are driving attention: record revenue and strong options and event-contract activity were offset by misses against expectations, weaker crypto and net-interest revenue, and slower deposit growth, followed by a post-report selloff. Traders are split between viewing the results as evidence of broadening growth and seeing the weaker segments and earnings miss as reasons for caution.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagates strong fiscal Q1 results and raised next-quarter outlook were followed by a sharp selloff, prompting debate over profit-taking and whether expectations had already priced in the good news. Traders also cite reported competition with Toshiba for TDKs HDD-head business as a source of uncertainty, while bulls argue that AI and cloud-storage demand still supports the business.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphases Q3 results missed expectations and its Q4 revenue outlook was substantially weaker than anticipated, reinforcing concerns about soft residential-solar demand, high borrowing costs and margin pressure. The community reaction is largely bearish, with some investors buying the selloff and pointing to potential data-center products or a short squeeze as counterarguments.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals European Lithium acquisition becoming legally effective is driving attention, with traders reacting to the mergers expanded asset base and cash while debating dilution from newly issued shares. The sharp rally has also fueled short-squeeze speculation, though some traders remain wary of selling pressure as merger shares enter the market.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visas fiscal fourth-quarter results modestly topped expectations, but traders are debating whether the outlook and growth justify its premium valuation, with the stock slipping despite strong payment and cross-border trends. Some see a durable business and earnings beat; others expect a sell-the-news pullback.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Reports of abrupt layoffs in India and the Philippines, attributed to a ramp-down in a business assignment, have sparked concern that Innodata lost or reduced a major customer project. Traders are divided between viewing the selloff as justified by possible revenue risk and calling it an overreaction to limited staffing cuts or AI-driven efficiencies, with many seeking clarification from management.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeings quarterly results and outlook triggered a sharp selloff, with traders focused on a slower 737 production ramp and weaker-than-hoped cash-flow prospects despite improving results in some areas. The community is split between buyers citing cash generation and the large backlog as evidence of a turnaround, and bears questioning managements execution and how long profitability will take.

Teradyne, Inc. engages in the development and sale of automatic test systems. It operates through the following business segments: Semiconductor Test, Robotics, and All Other. The Semiconductor Test segment designs, manufactures, and markets semiconductor test products and services. The Robotics segment includes operations related to the design, manufacturing, and marketing of collaborative robotic arms, autonomous mobile robots, and advanced robotic control software. The company was founded by Alexander V. d'Arbeloff and Nicholas DeWolf in 1960 and is headquartered in North Reading, MA.

Teradyne, Inc.

Teradynes latest earnings report is driving attention, with traders praising a double beat and strong growth but debating whether the outlook is strong enough to justify the valuation. Reactions are broadly positive, though some note the muted initial after-hours response.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is in focus around its quarterly results and reported shareholder-return plans, with traders debating whether AI-driven memory demand can outweigh cyclical and oversupply risks. Bulls point to strong AI infrastructure demand and valuation, while bears cite recent selling and volatility in Korean markets; the reported payout is still under consideration.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFis stronger-than-expected Q3 results and raised outlook are driving a sharp rally, with traders highlighting growth and the possibility of short covering. Others question whether the gains will hold, citing past post-earnings fades and continued concerns about the technology platform.

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Are Concerns Over CoreWeave's Debt Overblown? ETFs in Focus

Concerns over CoreWeave's debt may be overblown, while optimism about its business model persists. Explore ETFs offering exposure to the AI computing firm.

CRWV Stock Tumbles Premarket: HSBC Sees 36% Downside For CoreWeave As AI Boom Faces Debt Test 

Equity

HSBC kept its $39 price target for CoreWeave, citing concerns about its debt and slowing demand for AI computing. 


Gartner Warns $3.5 Trillion AI Investments In Jeopardy, Reiterates Returns Don’t Justify Neocloud Buildout 

Research firm Gartner in an interview to CNBC warned that overexpansion in AI neocloud computing could leave $3.5 trillion in investments vulnerable to steep write-downs by 2030. 


CRWV, NBIS, IREN Stocks Tumble After Gartner Forecasts 80% Of Neocloud Market Will Cease To Exist By 2030 

Gartner warns that over $3.5 trillion in artificial intelligence capital spending faces potential impairment through 2030 due to a widening divide between infrastructure expenditures and actual market returns. 

RUM Stock Ticks Higher Overnight: Analyst Sees 94% Upside As $13B Anthropic Deal Sets Off AI Pivot

Texas Capital cited Quake AI’s expansion and Anthropic agreement as factors supporting stronger long-term revenue prospects. 


AI ETFs to Buy Now as Neocloud Reshapes Cloud Infrastructure 

Neocloud is reshaping AI infrastructure as demand surges. These three ETFs offer targeted exposure while reducing single-stock volatility.

WULF Stock In Focus: William Blair Says TeraWulf’s Pullback Could Offer 'Favorable' Entry Point, Sees 100% Upside 

TeraWulf received a bullish William Blair rating and $31 target as its AI power strategy gains traction.


CRWV Stock On Track For Third Straight Day In The Red Despite New Hudson River Trading Deal

CoreWeave signed a multi-year agreement with Hudson River Trading to provide AI infrastructure for the quantitative trading firm's research and model-development workloads.


5 ETF Areas of Last Week 

Cooling inflation and softer jobs data eased Fed rate-hike fears, while AI, neocloud and memory ETFs delivered strong gains last week.

BRUN Stock Soars After Securing Long-Term Lease To Expand GPU Compute Capacity — CEO Says 'This Gives Us Strong Visibility Into Recurring Revenue'

Boost Run said that, as part of the deal, 10X has agreed to provide immediate access to 20 MW of GPU infrastructure capacity, with plans to scale to 111 MW across three sites through 2027.


Invest in the neocloud companies powering AI infrastructure. The Roundhill Neocloud ETF (NCLD) offers actively managed exposure to GPU-as-a-Service platforms and AI data centers that support high-performance computing.

Roundhill ETF Trust - Roundhill Neocloud ETF

Bullish Sentiment

<ul class="summary-bullets"><li>HSBC maintained its ‘Reduce’ rating and $39 price target for CoreWeave, implying 36.5% downside.</li><li>The firm warned that CoreWeave may struggle to match larger cloud providers’ returns.</li><li>HSBC also said that slower AI demand and borrowing costs nearing 15% could hurt growth.&nbsp;</li></ul><p>CoreWeave Inc. (CRWV) stock fell in Tuesday’s premarket trading after HSBC warned that rising debt costs and slowing AI demand could weigh on growth, pointing to a 36.5% downside potential from the stock’s last close despite a strong customer pipeline.&nbsp;</p><p><a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> traded over 2% lower in Tuesday’s premarket. Last week was the stock’s worst since November, as it plunged over 25% amid credit-market fears and growing macroeconomic concerns over high-yield debt refinancing.</p><h2 class="st-heading-2">HSBC Sees More Room For CoreWeave’s Share Fall</h2><p>According to an X&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/i/trending/2112413623956205887">post</a> by Brian Sozzi, Executive Editor of Yahoo Finance, HSBC Global Investment Research reiterated its bearish view on CoreWeave, warning that its business model may struggle to deliver returns compared with larger cloud computing companies.</p><p>In a research note on Monday, HSBC maintained its ‘Reduce’ rating on the AI cloud provider and kept its price target at $39. The target implied a 36.5% downside from the stock's last closing price. The bank also retained its earnings estimates, which remain well below Wall Street expectations.</p><h2 class="st-heading-2">CoreWeave’s Business Model Raises Questions</h2><p>CoreWeave supplies computing capacity for AI workloads and counts major technology companies, including Microsoft Corp. (MSFT) and OpenAI, among its customers. Its reported $104 billion revenue backlog and ties to Nvidia Corp. (NVDA) give high hopes. However, HSBC questioned whether the company can generate sufficient returns from its expensive infrastructure investments.</p><p>HSBC estimates that CoreWeave could bring in about $12 million in annual revenue for every megawatt of capacity in 2027. That compares with an estimated $17 million to $18 million for larger cloud providers. The firm attributes the difference partly to the broad services and more diversified customer bases that established hyperscalers have.</p><h2 class="st-heading-2">AI Demand And Financing Add Pressure For CoreWeave&nbsp;</h2><p>According to HSBC, CoreWeave secured several high-paying short-term contracts between May and September 2026. These included agreements signed in September that could generate roughly $40 million in annual revenue per megawatt, alongside deals involving SpaceX, Anthropic and Google.</p><p>However, the firm cautioned that slower growth among large language model (LLM) providers could weaken demand for short-term computing capacity. Rising borrowing costs could also make it harder for CoreWeave to finance additional infrastructure, especially if customers become less willing to commit to capacity before it is needed.</p><p>Bond yields near 15% have heightened market concerns about the company's financing risks. HSBC's longer-term non-GAAP earnings-per-share estimates for 2028 through 2030 are 50% to 70% below consensus forecasts. HSBC expects CoreWeave to achieve operating margins of 15% to 16% over the long term, compared with management's guidance of about 25%.</p><h2 class="st-heading-2">CRWV Stock: Retail View&nbsp;</h2><p>However, on Stocktwits, retail sentiment around the stock remained ‘extremely bullish’.&nbsp;</p><p>CRWV stock has declined 14% year-to-date.&nbsp;</p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nflx-stock-flat-overnight-netflix-s-largest-content-deal-with-brazil-media-giant-globo-fails-to-sway-retail-ahead-of-earnings/cZxq18eRBuO">NFLX Stock Flat Overnight: Netflix's ‘Largest Content Deal’ With Brazil Media Giant Globo Fails To Sway Retail Ahead Of Earnings</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The CoreWeave logo is displayed on a mobile phone, with the company's branding visible in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

CoreWeave Inc. (CRWV) stock fell in Tuesday’s premarket trading after HSBC warned that rising debt costs and slowing AI demand could weigh on growth, pointing to a 36.5% downside potential from the stock’s last close despite a strong customer pipeline.

CRWV Stock Tumbles Premarket: HSBC Sees 36% Downside For CoreWeave As AI Boom Faces Debt Test

CoreWeave Inc

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The Federal Reserve announces its rate decision Wednesday, October 28 at 2:00 PM ET, followed by Chair Kevin Warsh’s press conference at 2:30 PM, after raising rates by a quarter point to 3.75%-4.00% in September, its first hike since 2023. What do you think the Fed decides on Wednesday? Vote and explain your reasoning in the comments.

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$NCLD (NeoCloud ETF) 
 
looking juicy at these levels with a King Node at $30 for 1/15/2027 and $20-$21 Range lit up for November as well!

PeloSwing

$NCLD No brainer long term hold. unless you have the cash to independently buy the top 4 holdings $NBIS $CRWV $APLD ($HUT is technically #4 but not as strong IMO)

Luke Thompson

$NCLD $LYTE a little late for these ETFs They would have been amazing 6 months to a year ago. Still a lot of room to move higher, but looks like things might be choppy for a bit

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