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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, with traders focused on reported misses against expectations, falling crypto revenue and weaker net interest income as the stock sold off. The reaction is split: bears see slowing growth and margin pressure, while bulls point to record revenue and growth in options, event contracts and subscriptions.

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 quarterly results missed expectations and its next-quarter revenue outlook fell well short of forecasts, driving widespread concern about weakening demand and further pressure on the shares. Most traders criticized the outlook and managements call, while some viewed the selloff as a buying opportunity; high borrowing costs and reduced solar incentives also feature in the bearish discussion.

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 quarterly results and raised next-quarter guidance were followed by a sharp share-price drop, prompting debate over whether high expectations and profit-taking drove a sell-the-news reaction. Many traders called the decline excessive and bought the dip, while others questioned the valuation and warned that the selloff could continue.

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 cautious outlook drove a sharp selloff, with traders focused on the slower 737 MAX production ramp and delayed cash-flow recovery. The reaction is divided between investors calling the drop an overreaction and buying the dip, and critics who doubt managements turnaround and fault the production delays.

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 focusing on the deals expected share issuance and expanded asset base. The sharp move has fueled short-squeeze speculation, while others warn that added shares could create dilution and selling pressure.

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

Attention is centered on SK Hynixs earnings and expectations for shareholder returns, including a possible special dividend or additional buybacks. Traders are split over whether AI-driven memory demand and low valuations can offset concerns about memory cyclicality, Korean-market selling, and a potential sell-the-news reaction.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is drawing attention ahead of its Q3 earnings report, with traders debating whether results can overcome weak sentiment and the stocks perceived underperformance versus Bitcoin and other crypto-linked names. Crypto-market volatility and broader risk-off moves fuel bearish calls, while some traders expect a rebound or short-covering move around the report.

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 Q4 earnings beat expectations, but the shares slipped as traders debated whether the results and forward outlook justified a stock they viewed as stretched after a strong run. Some called it a sell-the-news reaction, while bulls pointed to resilient payment growth and the companys track record.

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 affecting hundreds of Innodata employees in India and the Philippines, attributed to a ramp-down in a business assignment, have raised concerns among traders that a major client project may be shrinking or ending. The company has not clarified the reason, leaving the community split between fears of lost revenue and views that the cuts reflect routine project changes or AI-driven efficiencies.

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

Record third-quarter results beat estimates, and SoFi raised its 2026 outlook while giving stronger-than-expected 2027 guidance, prompting a sharp rally. Traders are celebrating the growth and profitability, with some speculating about short covering, while skeptics warn the gain could fade and point to weakness in the technology platform and past post-earnings reversals.

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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

HSBC Holdings plc

Roundhill MEME Stock ETF

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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.

Current Price	$16.74
Prev Close	$15.38
Open	$15.88
Dividend Yield	N/A
50-Day Moving Average	$22.24
Beta	N/A
Avg. Volume	669,055.44
PE Ratio	N/A

52-Week High	$28.10
52-Week Low	$14.66
Market Capitalization	N/A
EPS (Annual)	N/A
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Revenue Per Employee	N/A

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