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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 trending due to concerns about increased spending on AI and infrastructure, despite strong revenue growth and a one-time tax charge impacting EPS. The community is debating whether the sell-off is an overreaction and a buying opportunity, or a sign of weakening profitability and a shift in investor sentiment. Some traders are anticipating a bounce back to the 50-day moving average, while others see further downside potential.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

UAMY is trending due to renewed discussions around antimony supply and potential impacts from trade relations, particularly regarding export controls from China and a recently rejected acquisition offer. Community members are weighing the implications of these factors on the company's future, discussing the possibility of a short squeeze, and the potential for government support to bolster domestic antimony production.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet's stock is trending as strong AI demand and advertising growth drove its Q3 revenue above expectations, prompting increased capital expenditure forecasts and community excitement. Investors are reacting positively to Alphabet's favored cash flow strategy and AI investments, while some analysts are predicting further gains. Community members are actively discussing the stock's potential to reach new price levels and its long-term investment value.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle's stock is trending due to concerns about slowing growth and reduced guidance, sparking debate about its valuation and future prospects. Community discussions center on whether the brand is losing its value proposition amid rising prices and inconsistent portions, with some criticizing the CEO's handling of the situation. Investors are weighing whether the dip presents a buying opportunity or signals deeper issues within the company and the broader consumer discretionary sector.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

VKTX is trending as traders discuss potential catalysts from upcoming conferences and strong revenue growth in the obesity sector from competitors. The community speculates about buyout possibilities, comparing VKTX's assets and market cap to recent acquisitions in the space. Bullish sentiment remains high due to positive clinical data and analysts' price targets.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending amid mixed reactions to its earnings, with analysts debating the impact of AI spending on future growth; despite strong cloud performance, some express concerns about increased capital expenditures. Community discussions revolve around whether the company's valuation remains justified in light of its AI investments and competition in the cloud sector, with some speculating on a potential post-earnings dip.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox ($RBLX) is trending amid discussions around its Q3 earnings report, which showed higher revenue and lower EPS than expected, alongside FY25 bookings guidance. The community is actively debating the company's valuation and future prospects, while some express concerns related to broader market conditions and commentary around the platform's content.

Alphabet Inc - Ordinary Shares - Class C

GOOG is trending amid positive sentiment driven by AI advancements and anticipation of strong earnings, with the community discussing potential for the stock to reach new highs. Upgrades from analysts and excitement around cloud and AI revenue are fueling optimism, although some traders are wary of a potential pullback after recent gains. Additionally, a new partnership between Google and NextEra Energy to restart a nuclear plant in Iowa is generating some buzz.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending due to strong Q3 earnings, driven by high demand for weight loss drugs Mounjaro and Zepbound, which beat revenue expectations and raised the FY25 guidance. The community is focused on the impact of this GLP-1 momentum, potential FDA approvals, and the company's strategic partnerships in AI, viewing LLY as a leader in the pharmaceutical sector.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARBB is trending due to significant after-hours momentum, with community members highlighting its low float and potential for a short squeeze, reminiscent of other recent runners. Traders are actively discussing entry points, price targets, and potential overnight holds, while also pointing to contracts of nearly $100 million. Despite the excitement, some caution against chasing the pump, noting the stock's volatile history.

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Shares of Robo.ai (AIIO) jumped 23% on Tuesday morning after the company announced that a consortium led by Burkhan Capital has committed $300 million in investment into the company.The transaction is expected to close within the next 30 calendar days, provided customary conditions are met, the company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.prnewswire.com/news-releases/burkhan-capital-llc-led-consortium-commits-to-investing-300-million-in-roboai-to-power-global-ai-and-robotics-platform-acceleration-302571005.html">said</a>. The investment will be used for U.A.E.-based Robo.ai’s platform that integrates smart devices into an AI-enabled ecosystem populated by blockchain, it said. The capital will also be used to strengthen the company’s market presence in the Middle East region and potentially expand into the global markets, including North America, Europe, and South Asia, it added.Burkhan Capital is a global investment firm that invests in AI and technology ventures. With offices in Miami and Abu Dhabi, it previously played a role in the Nasdaq IPO of edge AI computing company Blaize.Earlier this month, Robo.ai announced an investment in the decentralized physical infrastructure networks (DePIN) platform Arkreen to explore Web3 Technology. A few days before that, the firm also announced the establishment of a joint venture in the U.A.E. with Ewatt (Nanjing) Aerospace Technology Co., focused on the deployment of electric vertical take-off and landing (eVTOL) aircraft.The company aims to build a decentralized, AI-driven network platform that connects multiple smart devices, including smart vehicles, autonomous driving, robotics, electric vertical take-off and landing (eVTOL) aircraft, and intelligent logistics.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AIIO">AIIO stock</a> stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.AIIO stock has more than tripled this year.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/novavax-amends-deal-with-sanofi-broadens-partnership/chDDB6dR3BH">Novavax Amends Deal With Sanofi, Broadens Partnership</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rising stock market chart on a trading board background.

Robo.ai Stock Soars On $300M Investment Commitment 

The transaction is expected to close within the next 30 calendar days, provided customary conditions are met, the company said.

Equity

CoreWeave Inc. (CRWV) has entered into a new deal with Nvidia Corp. (NVDA), under an existing long-term agreement by which Nvidia will gain access to CoreWeave’s unused cloud computing resources.&nbsp;The deal, signed on September 9, stems from a new order form added to the companies’ existing Master Services Agreement (MSA) signed in April 2023. The agreement's initial value is $6.3 billion.<a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> traded over 5% higher on Monday morning. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:931/100;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_15_100549_png_cce3162168.webp" alt="CRWV’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Sep. 15, 2025 | Source: Stocktwits" width="931" height="100"><figcaption>CRWV’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Sep. 15, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user lauded the development.&nbsp;<stembedurl>https://stocktwits.com/angelinvesting369/message/628679751</stembedurl>Another user highlighted&nbsp;Deutsche Bank’s endorsement of the stock.&nbsp;<stembedurl>https://stocktwits.com/Profitrip/message/628678314</stembedurl>Nvidia will now be contractually obligated to purchase any leftover cloud capacity that CoreWeave cannot sell to its own customers, through April 13, 2032.&nbsp;The structure allows Nvidia to tap into this excess infrastructure as needed, potentially increasing efficiency and reducing resource shortages during periods of peak demand. The MSA will continue until all active orders have either expired or been terminated, or until the agreement is canceled.&nbsp;Deutsche Bank analyst Brad Zelnick issued a "Catalyst Call: Buy" for CoreWeave as a short-term investment opportunity, according to TheFly. The firm identified several near-term drivers that could propel the company's revenue and share performance upward, particularly over the next two quarters.Zelnick points to a strong and growing appetite for AI infrastructure, noting that demand continues to outpace supply. CoreWeave stock has gained over 195%&nbsp;so far since its listing in March.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crowdstrike-meta-launch-new-ai-security-tool/chwwab4RdUf">CrowdStrike, Meta Launch New AI Security Tool</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of CoreWeave Inc. (NASDAQ:CRWV) on August 8, 2025, in Chongqing, China. 

CoreWeave Stock Just Shot Up 5% Today And There’s An Nvidia Angle – Find Out More

The company has entered into a new deal with Nvidia under which the chipmaker will be contractually obligated to purchase any leftover cloud capacity that CoreWeave cannot sell to its own customers, through April 13, 2032. 

CoreWeave Inc. (CRWV) stock gained attention on Wednesday, drawing significant investor interest after the shares rose 16% on Wednesday’s morning trade.&nbsp;The company had announced the launch of CoreWeave Ventures on Tuesday, a new program designed to support startups and entrepreneurs shaping the future of artificial intelligence and next-generation computing technologies.<a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> traded over 16% higher on Wednesday, after the morning bell. On Stocktwits, retail sentiment toward the stock shifted to ‘neutral’ from ‘bearish’ territory the previous day amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:947/112;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_10_090854_png_67ebc3afd5.webp" alt="CRWV’s Sentiment Meter and Message Volume as of 09:35 a.m. ET on Sep. 10, 2025 | Source: Stocktwits" width="947" height="112"><figcaption>CRWV’s Sentiment Meter and Message Volume as of 09:35 a.m. ET on Sep. 10, 2025 | Source: Stocktwits</figcaption></figure>The stock saw a 964% surge in user message count over the past month. A Stocktwits user highlighted the fact that the company has deployed 250,000 graphics processing units (GPUs).&nbsp;<stembedurl>https://stocktwits.com/dreamer66/message/628109458</stembedurl>Another user commented that the AI trade is still intact.&nbsp;<stembedurl>https://stocktwits.com/noonehasthisusername/message/628113904</stembedurl>As the need for AI-ready infrastructure continues to surge across industries, CoreWeave’s venture arm will offer funding, infrastructure access, and strategic guidance to help emerging companies accelerate product development and market readiness.The initiative offers access to CoreWeave’s purpose-built AI cloud platform, production-grade testing environments, and advice informed by its close ties with AI-driven enterprises.On September 3, the company entered into a definitive deal to acquire OpenPipe Inc., a startup specializing in reinforcement learning tools used to train AI agents. The integration of OpenPipe’s reinforcement learning system positions CoreWeave to offer a broader AI training stack, especially as demand for custom, self-improving agents continues to climb.In the second quarter, the AI hyperscaler reported a&nbsp;207% year-on-year increase in revenue to $1.21 billion, beating the consensus estimate of $1.08 billion, according to Fiscal AI data.&nbsp;Coreweave stock has gained over 150% so far since its listing in March.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-ai-surge-triggers-wall-street-upgrade-and-price-target-hikes/chwkOXpRduQ">Oracle’s AI Surge Triggers Wall Street Upgrade And Price Target Hikes</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of AI cloud-computing startup CoreWeave is displayed on a smartphone screen on May 16, 2025 in Suqian, Jiangsu Province of China. 

CoreWeave Surged 16% Today And Retail Can’t Stop Talking About The Stock – Find Out More

CoreWeave saw a 964% surge in Stocktwits retail chatter over the past month.

Should Fidelity Nasdaq Composite Index ETF (ONEQ) Be on Your Investing Radar?

CoreWeave Inc. (CRWV) received mixed reactions from Wall Street analysts after the company released its second-quarter (Q2) earnings, with some voicing concerns over narrow margins and the upcoming IPO (initial public offering) lock-in expiry on August 14.Stifel raised its price target to $120 from $115 but kept its ‘Hold’ rating, as per TheFly.&nbsp; The firm cited stronger-than-expected guidance for the third quarter (Q3) and fiscal 2025 but flagged margin concerns. It also warned of pressure from dilution tied to the Core Scientific deal and the impending IPO lock-up expiration.In July, CoreWeave had&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coreweave-doubles-down-on-ai-ambitions-with-power-heavy-core-scientific-merger/chFtZ9CR59g">agreed to acquire</a> the data center infrastructure company, Core&nbsp;Scientific Inc. (CORZ), in an all-stock deal, valued at about $9 billion.<a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> traded 19% lower on Wednesday mid-morning. On Stocktwits, retail sentiment toward the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume jumped to ‘extremely high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:955/109;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_13_110129_png_db16d0c424.webp" alt="CRWV’s Sentiment Meter and Message Volume as of 10:50 a.m. ET on Aug. 13, 2025 | Source: Stocktwits" width="955" height="109"><figcaption>CRWV’s Sentiment Meter and Message Volume as of 10:50 a.m. ET on Aug. 13, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 462% surge in user message count over 24 hours, as of Wednesday morning. A bullish Stocktwits user said&nbsp;the&nbsp;lock-up expiration event is the only fear factor in the near term.<stembedurl>https://stocktwits.com/WallStreetWraith/message/624959436</stembedurl>Another user said they find the earnings report more bullish.<stembedurl>https://stocktwits.com/eatsleeptrades/message/624957347</stembedurl>Wells Fargo lifted its target to $105 while maintaining an ‘Equal Weight’ stance. The brokerage highlighted healthy demand and a rising backlog, but noted that CoreWeave continues to post negative earnings per share amid aggressive capital expenditures.BofA trimmed its target from $185 to $168, retaining a ‘Neutral’ rating. The firm praised CoreWeave’s strong positioning in the AI infrastructure space but pointed to unanswered questions around its proposed acquisition of Core Scientific, ongoing regulatory uncertainty, and volatility risks tied to the looming lock-up expiry.The company reported a loss per share of $0.27 in Q2, narrower than the year-ago loss of $1.62. However, the loss per share was wider than the consensus estimate of a loss of $0.20, as per Fiscal AI data. Meanwhile, revenue climbed 207% year-on-year to $1.21 billion, beating the consensus estimate of $1.08 billion.&nbsp;CoreWeave stock has gained over 205% so far since its listing in March.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cineverse-banyan-launch-microco/chrCguARd9O">Cineverse, Banyan Launch AI‑Native Microseries Studio, MicroCo</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Did CoreWeave Stock Fall A Whopping 19% Today? Find Out More

The company received a slew of price target updates from Wall Street following its earnings release and notably, not everyone appears to be on the same page.

CoreWeave, Inc. (CRWV) stock fell sharply in Tuesday’s extended trading after the data center operator’s earnings miss and the looming initial public offering (IPO) lockup expiration dented sentiment toward the stock.On Stocktwits, retail traders largely shrugged off the stock drop.&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave’s stock</a> elicited an ‘extremely bullish’ (94/100) reaction from watchers of the stock on the platform, an improvement from the ‘bullish’ mood seen a day ago.The message volume on the Stream also spurted to extremely high levels.&nbsp;<figure class="image"><img style="aspect-ratio:621/51;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_12_at_9_57_56_PM_png_a1454156f5.webp" alt="Screenshot 2025-08-12 at 9.57.56 PM.png" width="621" height="51"><figcaption>CRWV sentiment and message volume as of 9:55 p.m. ET, Aug. 12 | source: Stocktwits</figcaption></figure>The Livingston, New Jersey-based company reported a loss per share of $0.27 for the second quarter of the fiscal year 2025, narrower than the year-ago loss of $1.62. The quarterly loss per share, however, was wider than the Fiscal.ai-compiled consensus estimate (-$0.20).During the call, CFO Nitin Agrawal stated that the company’s cost of revenue and technology and infrastructure spending increased as it ramped up investments in data center and server infrastructure to meet growing customer demand, according to a transcript provided by Koyfin.Revenue climbed 207% year-over-year (YoY) to $1.21 billion, beating the consensus estimate of $1.08 billion.&nbsp;CEO Michael Intrator said, “Our strong second quarter performance demonstrates continued momentum across every dimension of our business,” adding that the company was scaling rapidly to meet “unprecedented” artificial intelligence (AI) demand.CoreWeave stated that its revenue backlog stood at $30.1 billion as of the end of the June quarter.Capital expenditures for the quarter totaled $2.9 billion, representing an increase of over $1 billion from the previous quarter. The company expects capital expenditures to be between $2.9 billion and $3.4 billion in the fourth quarter.During the earnings call, the company guided third-quarter revenue to be in the range of $1.26 billion to $1.30 billion, and adjusted operating income to be in the range of $160 million to $190 million. Analysts, on average, expect&nbsp;the company to report revenue of $1.25 billion for the quarter.CoreWeave has raised its full-year revenue guidance to a range of $5.15 billion to $5.35 billion, up from a previous range of $4.9 billion to $5.1 billion, citing continued strong customer demand. The outlook aligned with the $5.04 billion consensus estimate. The company maintained its adjusted operating income guidance at $800 million to $830 million.&nbsp;It also maintained its full-year capital expenditure (Capex) guidance at $20 billion to $23 billion.CNBC's Mad Money host and stock picker, Jim Cramer, was left impressed with the results. “Coreweave is good,” he said in a post on X. But he cautioned regarding the lockup expiration. “There are a lot of people who have found money, and they are going to take it off the table,” he said.A retail watcher of the stock on Stocktwits noted that the adverse stock reaction may be due to the company’s high debt levels. “But I expect upgrades to come soon because of the pure revenue explosion ahead,” they said.<stembedurl>https://stocktwits.com/EderT/message/624887619</stembedurl>On the call, Agrawal said, “We expect our Q3 interest expense to be in the range of $350 million to $390 million impacted by increased debt to support our demand-led CapEx growth.”&nbsp;Another user recommended buying the dip.<stembedurl>https://stocktwits.com/oldmoneymkr/message/624887155</stembedurl>CoreWeave stock is up over 270% since its late March IPO.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tonix-pharma-best-day-since-march-fda-fibromyalgia-drug-approval-retail-optimistic/chrzHdwRdJu">Tonix Pharma Scores Best Day Since March On Hopes For First New Fibromyalgia Drug Approval in 16 Years; Retail’s Optimistic</a>

2025/07/18: In this photo illustration, the logo of CoreWeave, a U.S.-based AI cloud computing startup, is displayed on a smartphone screen. 

Jim Cramer Praises CoreWeave After AI Demand Fuels Q2 Revenue Beat, Guidance Hike — Retail Traders Bullish Even As Other Worries Linger

CFO Nitin Agrawal said the company’s cost of revenue and technology and infrastructure spend increased as it ramped up investments in data center and server infrastructure to meet growing customer demand.

Data center operator CoreWeave, Inc. (CRWV), which went public in late March, is set to release its second quarterly report as a public company on Tuesday after the market closes.<a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> has increased by nearly 250% since its initial listing.Reflecting a strong interest in the earnings, the 24-hour message volume on the CoreWeave stream spiked by nearly 450%.On Stocktwits, retail sentiment toward CoreWeave stock was ‘bullish’ (63/100) by early Tuesday, with the degree of optimism improving from the previous day.&nbsp;<figure class="image"><img style="aspect-ratio:618/51;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_12_at_4_27_21_AM_png_3cdb88b373.webp" alt="Screenshot 2025-08-12 at 4.27.21 AM.png" width="618" height="51"><figcaption>CRWV sentiment and message volume as of 4:25 a.m. ET, Aug. 12 | source: Stocktwits</figcaption></figure>A watcher said the CoreWeave stock could climb to $160 if the July consumer price inflation report aligns with expectations.<stembedurl>https://stocktwits.com/fredrick1234/message/624711843</stembedurl>The stock settled Monday's session at $139.78, up 7.90%.Another user said the stock could dip to the high $120s even if it drops on earnings. “That is a SWEET entry and gift if that transpires,” they added.<stembedurl>https://stocktwits.com/MomentusTradus/message/624709257</stembedurl>According Fiscal.ai-compiled consensus, CoreWeave is expected to report a loss per share of $0.20, wider than the first-quarter loss of $0.12 per share. The average analysts‘ revenue estimate is at $1.08 billion, marking a 10% sequential increase.The stock could come under pressure ahead of the expiration of the initial public offering (IPO) lockup period. Citi analysts said in a note on Monday that they remained bullish despite the Aug. 15 lockup expiration, as reported by The Fly.Analysts at the firm braced for a double-digit revenue beat in the second quarter, thanks to strong demand for artificial intelligence (AI). They also expect the growth to accelerate further in 2026.Citi has a ‘Buy’ rating on CoreWeave stock and a $150 price target.&nbsp;In late July, CoreWeave closed its $2.6 billion secured debt financing facility. The company planned to use the funds to support the purchase and maintenance of advanced equipment, hardware, and cloud infrastructure systems, enabling the delivery of services under a long-term agreement with OpenAI.The company announced the purchase of Core Scientific (CORZ) in an all-stock deal valued at $9 billion. The acquisition would give CoreWeave ownership of 1.3 Gigawatts (GW) of gross power across Core Scientific's national data center footprint, with an additional 1 GW or more of potential gross power available for expansion.Nvidia held 24.18 million CoreWeave shares at the end of the first quarter, valued at $896.69 million.&nbsp;The sell-side is cautious regarding the valuation of the stock. The Koyfin-compiled average analysts’ price target for CoreWeave stock is $109.86, implying roughly 22% downside from Monday’s close.In Tuesday's early premarket trading, the stock declined by about 1.50% to $137.68.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-reportedly-bars-nvidia-h20-chips-in-sensitive-sectors/chrDvHbRd7B">China Reportedly Bars Nvidia’s H20 Chips In Sensitive Sectors, Jeopardizing US Push for 15% Revenue Cut</a>

Can CoreWeave’s Q2 Print Prolong Stock Rally? Analysts, Retail Traders Hopeful Of AI Growth Potential

Citi analysts braced for a double-digit revenue beat for the second quarter, thanks to strong artificial intelligence demand. 

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Citi analysts braced for a double-digit revenue beat for the second quarter, thanks to strong artificial intelligence demand. 


Warren Buffett-led Berkshire Hathaway, Inc. (BRK-A), (BRK-B) has doubled down on Sirius XM Holdings (SIRI) stock, as it picked up additional shares in the New York-based broadcasting company.<a href="https://stocktwits.com/symbol/SIRI">Sirius XM stock</a> has fallen about 3% year-to-date.The investment holding company disclosed in a filing late Monday that it acquired 50.30 million shares in a series of transactions spanning&nbsp;from July 31&nbsp;to Aug. 4.Based on the weighted average price of the stock provided by Berkshire, the company spent $106.45 million on the purchase.Following the transactions, Berkshire now held 124.81 million Sirius shares, representing roughly 37% of the latter’s outstanding shares.Berkshire first invested in Liberty Media’s tracking stock in 2016 and began amassing Sirius XM’s tracking stock in early 2024 as an arbitrage play, Barron’s&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.barrons.com/articles/berkshire-hathaway-liberty-siriusxm-stock-warren-buffett-71c9bfd9">reported.</a> At that time, Liberty Sirius’ stock was trading at a discount to the value of its stake in Sirius XM.&nbsp;In September 2024, Liberty Media combined the Sirius XM tracking stock with Sirius XM, and the consolidated company began to trade as a public company under the Sirius XM brand.Berkshire has been accumulating Sirius XM stock since then.Sirius XM reported its second-quarter results last week (July 31, before the market opened), which showed an earnings miss and a revenue decline, driven by weak advertising revenue and higher subscriber acquisition costs. The stock has shed about 6% since then.&nbsp;On Stocktwits, sentiment toward Sirius XM stock stayed ‘neutral’ (53/100) by late Monday, while the message volume remained ‘high.’<figure class="image"><img style="aspect-ratio:616/50;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_05_at_2_54_02_AM_png_eaee957304.webp" alt="Screenshot 2025-08-05 at 2.54.02 AM.png" width="616" height="50"><figcaption>SIRI sentiment and message volume as of 2:55 a.m. ET, Aug. 5 | source: Stocktwits</figcaption></figure>A bearish watcher said Berkshire bailed out of Paramount and subsequently Kraft, and that they wouldn’t be surprised if Buffett does the same with Sirius XM.<stembedurl>https://stocktwits.com/Poeman001/message/623661647</stembedurl>Sirius XM stock, which settled Monday’s session up 2.08% at $21.62, was up 0.93% in overnight trading.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-kenvue-apple-intel-nvidia-what-sparked-heavy-after-hours-trading/chrLiYsRdcl">Palantir, Kenvue, Apple, Intel, Nvidia: What Sparked Heavy After-Hours Trading In These 5 Stocks?</a>

Warren Buffett, Chairman of Berkshire Hathaway and Trustee of Bill and Melinda Gates Foundation, during the press conference at the Hotel Oberoi on March 24, 2011, in New Delhi, India. 

Did Warren Buffett Go Bargain Hunting? Berkshire Ups Sirius XM Stake To 37% With $107M Buy After Earnings Slide

Sirius XM reported its second-quarter results last week, which showed an earnings miss and a revenue decline, driven by weak advertising revenue and higher subscriber acquisition costs. 

US stock futures dip as markets weigh Apple, Amazon earnings; jobs report awaited

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