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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is under pressure after Elon Musk warned that many neocloud providers could fail or consolidate and said SpaceX would not buy one. Traders are split between viewing the comments as a self-interested competitive attack and seeing them as confirmation of concerns about the sectors debt-fueled expansion and access to financing.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is caught in a selloff across AI neocloud stocks after Elon Musk warned of industry failures and consolidation, amplifying concerns about debt-heavy expansion and tighter financing. Traders debate whether those risks threaten IRENs ability to execute or whether its contracts, power and data-center assets distinguish it from weaker operators; some also view Musks comments as self-interested criticism of competitors.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Elon Musks warnings of consolidation among neoclouds, alongside concerns about debt-funded expansion and tighter financing, have weighed on NBIS with peers. Bulls argue Nebius is better positioned because of its financing access and sustained AI-compute demand, while others remain cautious ahead of earnings.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

A sharp selloff in AI data-center and neocloud stocks, amid concerns about tighter debt financing and Elon Musks warnings about struggling compute operators, dominates discussion; traders also blame Ciphers convertible-note offering and possible dilution for adding pressure. Bulls argue Ciphers powered-shell infrastructure and long-term leases distinguish it from GPU-owning neoclouds, while bears focus on financing, execution, and continued weakness across the sector.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Lula da Silvas unexpected election victory over Flvio Bolsonaro is driving attention to EWZ, with traders linking the selloff in Brazilian assets to uncertainty over economic policy, fiscal conditions, and the currency. Reactions are divided: some expect further weakness, while others view the drop as an overreaction and a buying opportunity; claims that the vote was rigged remain speculation.

Lufax Holding Ltd. operates a technology-empowered personal financial services platform. It offers personal lending and wealth management solutions. The company was founded in August 2005 and is headquartered in Shanghai, China.

Lufax Holding Ltd - ADR

Lufaxs reverse stock split and a preliminary warning of a substantial quarterly loss are driving discussion, with traders debating whether the hit reflects mostly one-off tax and accounting charges or worsening credit conditions. The selloff has fueled speculation about a buyback, dividend or Ping An take-private, but those remain unconfirmed.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Strong quarterly results, accelerating growth and expanding profitability are driving attention, with traders broadly bullish on Nubanks business momentum. Some remain cautious about credit quality and whether the stock can sustain its gains amid its history of sharp swings.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibres quarterly results have sparked debate: strong revenue growth and beats on key measures were overshadowed by falling profit and margin compression as the company invests heavily in shipping, logistics, and credit. Bulls see the spending as a growth investment, while bears question when profitability will recover; the shares sold off after the report.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians Q3 earnings and outlook are the focus as the stock trades near 52-week lows. Traders are split between optimism over strong deliveries and the R2 ramp, and concern that losses, cash burn, execution risks, and the CFOs planned exit will weigh on profitability and guidance.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Cornings steep pullback and upcoming quarterly report are driving discussion, with traders debating whether the selloff creates a buying opportunity or signals further downside toward technical support. Bullish posts point to continued AI-related fiber demand, while bears cite weak price action and worry about earnings or stretched valuation.

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INTC, SKHY Stocks Jump Overnight: Intel’s Delayed Ohio Megafab Could Make SK Hynix’s First US Memory Chips 

Equity

Options include leasing part of Intel’s delayed Ohio campus or forming a venture with major cloud companies.

SNDK, SKHY Stocks Fall Premarket — Here's What Investors Are Tracking In The AI Memory Race 

Sandisk and Kioxia unveiled a 332-layer QLC 3D flash tech offering up to 60% greater bit density than their eighth-gen design.

ETF Opportunities Trust - Roundhill T-REX 2X Long DRAM Daily Target ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Intel’s first Ohio fab is now expected to begin operating in 2030 or 2031, years behind its original 2025 target.</li><li>A deal could ease Intel’s financial strain and put part of its upcoming $100 billion Ohio campus to work.</li><li>South Korea could review any transfer of advanced DRAM or HBM technology under its national technology-protection law.</li></ul><p>Shares of Intel (INTC) and SK Hynix (SKHY) jumped overnight heading into Wednesday after a report said that the companies are discussing a deal that could bring SK Hynix memory-chip manufacturing to the U.S. for the first time.</p><p>Heading into Wednesday,&nbsp;<a href="https://stocktwits.com/symbol/INTC">INTC</a> jumped 5% in overnight trading, while&nbsp;<a href="https://stocktwits.com/symbol/SKHY">SKHY</a> climbed 3%.&nbsp;</p><h2 class="st-heading-2"><strong>Intel, SK Hynix Explore Ohio Memory Deal&nbsp;</strong></h2><p>One possible arrangement would see SK Hynix lease part of Intel’s delayed Ohio manufacturing campus, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/sk-hynix-talks-with-intel-about-deal-make-memory-chips-us-first-time-sources-say-2026-09-16/">reported</a>, citing three people familiar with the talks. Another could involve a joint venture with Intel and major cloud companies seeking to secure memory supplies, two sources said.</p><p>SK Hynix is the world’s second-largest memory-chip manufacturer and the leading supplier of HBM used in AI accelerators. It is a key Nvidia supplier and has a multiyear agreement covering memory for the Vera Rubin platform. The firm told Reuters that it was “reviewing various measures, including establishing additional production bases, to strengthen the competitiveness of its memory business,” but added that “no matters have been determined at this stage.”&nbsp;</p><p>SK Group Chairman Chey Tae-won said in July that customers and governments were pressing the company to increase supply. “I think we need to build a factory in the United States,” Chey said. “If possible, I believe we should build it.”</p><h2 class="st-heading-2"><strong>Ohio Deal Could Throw Intel A Lifeline&nbsp;</strong></h2><p>Intel announced the Ohio campus in 2022, pledging at least $20 billion and outlining a potential investment of about $100 billion across as many as eight fabs. Production from the first two was initially targeted for 2025.</p><p>After repeated delays, Intel now expects to complete the first fab in 2030 and begin operating in 2030 or 2031. The second is expected to be completed in 2031 and start production in 2032.</p><p>A lease or joint venture could put part of the delayed campus to work and reduce pressure on Intel’s balance sheet. CEO Lip-Bu Tan has pledged “no more blank checks,” while the U.S. government owns 10% of Intel after converting $8.9 billion of unpaid CHIPS Act grants into shares last year.</p><h2 class="st-heading-2"><strong>South Korea’s Tech Rules Loom Over Talks&nbsp;</strong></h2><p>South Korea considers advanced DRAM and HBM sensitive technologies. The country’s trade ministry told Reuters that a U.S. investment would generally be the company’s decision, but any transfer involving a “national core technology” would require review under the Industrial Technology Protection Act.</p><p>U.S. manufacturing would also cost significantly more because of higher labor and construction expenses and the semiconductor supply chain’s concentration in Asia, two sources reportedly said. Seoul is simultaneously pressing SK Hynix and Samsung Electronics to accelerate plans for four new memory fabs in southwestern South Korea as part of an 800 trillion won ($518 billion) investment.</p><h2 class="st-heading-2"><strong>SK Hynix Caught Between Washington And Seoul&nbsp;</strong></h2><p>U.S. Commerce Secretary Howard Lutnick has threatened tariffs of up to 100% on South Korean and Taiwanese chipmakers that fail to increase American production. He said in July that he was discussing U.S. memory output with SK Hynix and Samsung.</p><p>The talks also overlap with South Korea’s $350 billion U.S. investment commitment in return for a 15% tariff ceiling. About $150 billion has been earmarked for shipbuilding, while the remaining $200 billion has yet to be allocated. Seoul wants to apparently use any SK Hynix investment as leverage in those negotiations, while Washington is pressing the company to commit quickly.&nbsp;</p><h2 class="st-heading-2"><strong>Union Vote Eases Memory-Production Risk&nbsp;</strong></h2><p>Separately, about 57% of SK Hynix union members&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-09-16/chipmaker-sk-hynix-agrees-to-higher-cash-payout-to-ease-tensions">approved</a> a revised agreement under which profit-sharing bonuses will be split evenly between cash and shares, resolving a dispute that had threatened production.</p><p>The deal replaces a proposed 40%-cash, 60%-stock split rejected in August by just 25 votes. However, the wider framework allocating 10% of annual operating profit to workers is still unchanged.</p><h2 class="st-heading-2"><strong>How Do Retail Traders Feel About INTC And SKHY?</strong></h2><p>On Stocktwits, retail sentiment around INTC and SKHY was ‘bearish,’ with ‘normal’ message volume for INTC and ‘high’ volume for SKHY.&nbsp;</p><p>Over the past year, INTC surged 292%, while SKHY gained 4%&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-starship-first-orbital-flight-ipo-deep-value-opportunity/cZtY7DfRB2g">Cathie Wood Says Starship’s First Orbital Flight Could Make SpaceX’s $1.75 Trillion IPO Seem Like A ‘Deep Value Opportunity’ In Hindsight&nbsp;</a></p>

The logo of Intel is displayed on a smartphone screen with a US national flag in the background. (Photo by Li Hongbo/VCG via Getty Images)

INTC, SKHY Stocks Jump Overnight: Intel’s Delayed Ohio Megafab Could Make SK Hynix’s First US Memory Chips

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T-REX 2X Long DRAM Daily Target ETF

SK Hynix Inc - ADR

Direxion Daily Semiconductor Bear 3X ETF

iShares Semiconductor ETF

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