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Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending following its earnings release, with community members closely watching for sustained gains. Discussions revolve around AWS growth, overall profitability, and whether the stock can maintain its upward momentum or if profit-taking will lead to a reversal, similar to other tech stocks.

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

Apple's earnings are driving significant discussion, with debates focusing on whether the results justify the company's high valuation and PE ratio. Community members are closely watching guidance for the next quarter, particularly regarding iPhone sales and growth in China. Some traders express concerns about overvaluation and are considering short positions, while others remain bullish, anticipating a continued climb towards higher price targets.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy (MSTR) is trending amid mixed reactions to its earnings report, which featured strong revenue growth but missed EPS estimates. The community is debating whether the company's heavy Bitcoin holdings and unrealized gains justify the current stock price, with some anticipating a short squeeze while others point to manipulation and dilution concerns. Analysts remain bullish with high price targets despite recent volatility.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. It provides online news services where users can select and rank web content. The firm also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit's stock is trending following a strong earnings report, with revenue and EPS exceeding analyst expectations and user growth remaining solid. The community is buzzing about the potential for a continued rally towards previous highs, although some traders are wary of a possible pullback. Discussions also include the impact of AI and data licensing deals on Reddit's revenue streams, as well as a debate on the stock's valuation relative to its growth.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

RKT is trending as investors discuss the potential impact of AI integration and the recent earnings report. Community members are focused on Q4 expenses, the Redfin/Mr. Cooper merger, and future earnings potential amid fluctuating interest rates. Bullish sentiment is building around the company's long-term growth prospects in the mortgage industry.

GSI Technology, Inc. engages in the design, development and marketing of memory products primarily for the networking, and telecommunications markets. Its product includes Static Random Access Memory, or SRAM, which incorporated in networking and telecommunications equipment, such as routers, switches, wide area network infrastructure equipment, wireless base stations and network access equipment. It also offers services to the ongoing needs of the military, industrial, test and measurement equipment, automotive and medical markets for SRAMs .The company was founded by Lee-Lean Shu and Robert Yau in March 1995 and is headquartered in Sunnyvale, CA.

GSI Technology Inc

GSIT is trending due to community discussion around earnings and a recent offering, with debates focusing on the significance of new deals and the company's growth potential. Bulls emphasize the disruptive nature of GSIT's technology and potential partnerships, while bears express concerns about disappointing results and valuation. Some investors speculate about a possible buyout or strategic investment from larger players in the semiconductor industry.

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 trending as investors react to an analyst upgrade from JP Morgan citing potential in Base monetization and USDC yield opportunities. Community chatter suggests a possible run to $400, while others express skepticism based on past earnings performance, and anticipate volatility ahead of the Q3 report. The stock's recent decoupling from Bitcoin's price action is also being noted.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

ARDX is trending as investors digest recent earnings and pipeline developments, with discussions focused on revenue guidance and the potential of their next-generation inhibitor. Community sentiment appears mixed, with some expressing confidence in management's vision and others concerned about market undervaluation and the ongoing CMS legal battle. Bullish investors are hoping for a breakout driven by strong execution and potential M&A activity.

DexCom, Inc. is a medical device company, which engages in the design, development, and commercialization of glucose monitoring systems for ambulatory use by people with diabetes. Its products include Dexcom G6, Dexcom G7, Dexcom Stelo, Dexcom Share, Dexcom Real-Time API, and Dexcom ONE. The company was founded by John F. Burd on May 13, 1999 and is headquartered in San Diego, CA.

Dexcom Inc

DXCM is trending amid mixed sentiment following earnings and news of a leadership transition. While some investors see a buying opportunity due to growth in key markets and a raised full-year revenue outlook, others are concerned about margin pressures, competition, and product quality, particularly with the G7 sensor; the community is actively debating the stock's near-term trajectory.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

LUMN is trending due to positive sentiment surrounding its AI connectivity fabric and recent partnerships, particularly with Palantir, fueling speculation about future government contracts. Community members are actively discussing the potential for a significant earnings beat and a re-rating as a tech company, while also weighing the company's debt against its growth prospects in the AI infrastructure space.

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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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Will Amazon.com ($AMZN) beat quarterly earnings? 
 
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