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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 broader selloff in AI data-center and neocloud stocks, amplified by Elon Musks warning that many operators could fail or consolidate as debt financing tightens. Traders debate whether IRENs customer contracts, infrastructure and AI demand distinguish it from weaker peers, or whether capital needs and execution risks justify further concern.

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. 

Nebius is caught in a broader neocloud selloff as traders react to Elon Musks warning about industry consolidation and worries that tighter credit and heavy data-center spending could leave some AI infrastructure underfunded or underutilized. The community is divided: bears see financing and execution risks, while bulls argue Nebius is better positioned than weaker peers and that the sectors demand and contracts remain strong.

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 amid Elon Musks warning that debt-dependent neoclouds face failures and consolidation, amplifying concerns about the companys heavy borrowing, financing access and ability to turn AI demand into returns. Traders are divided between fears of insolvency and dilution and bullish arguments that demand, customer commitments and Nvidias backing could support the business; some also view Musks comments as self-interested.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoins sharp selloff and subsequent rebound are driving attention to MSTR as a leveraged proxy for the cryptocurrency. Traders are split between bullish dip-buying and short-squeeze arguments, and bearish concerns about further Bitcoin weakness and Strategys dilution and financing risks.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Traders are focused on a sharp selloff in AI data-center and neocloud stocks after Elon Musk warned that tighter debt markets could leave many operators struggling; concerns about financing, leverage and CoreWeaves exposure add to the pressure. Some see those risks as a broader threat to APLD, while others argue its contracted data-center pipeline, insider purchases and continuing AI demand make it better positioned than smaller operators.

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 latest earnings have sparked debate: strong revenue growth was offset by declining profit and margin compression as the company invests heavily in shipping, logistics, and credit. Some traders view the selloff as an opportunity given the businesss growth, while others worry that profitability is lagging and the stocks expectations remain high.

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.

Cipher is drawing attention amid a steep selloff across AI data-center stocks, with traders pointing to its convertible financing and dilution alongside broader concerns about tighter debt markets and Musks warnings about weaker neocloud operators. Bulls argue CIFRs powered-shell and long-term lease model sets it apart from GPU-heavy neoclouds, while bears focus on financing, execution and selling-pressure risks.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

EWZ is drawing attention after Brazils election resultLulas unexpected win over Flvio Bolsonarosparked a sharp selloff as traders reassessed expectations for a more market-friendly outcome and worried about political and economic uncertainty. The community is split between alarm over the drop and dip-buyers who view the reaction as excessive.

Petróleo Brasileiro SA engages in oil and gas exploration, production, and distribution activities. It operates through the following segments: Exploration and Production; Refining, Transportation, and Marketing; and Gas and Low Carbon Energies. The Exploration and Production segment covers the activities of exploration, development, and production of crude oil, natural gas liquid, and natural gas, for the primary purpose of supplying its domestic refineries. The Refining, Transportation, and Marketing segment refers to refining, logistics, transport, and trading of crude oil and oil products activities as well as exports of ethanol. The Gas and Low Carbon Energies represents the activities of logistic and trading of natural gas and electricity, transportation and trading of liquefied natural gas, generation and electricity by means of thermoelectric power plants, as well as holding interests in transporters and distributors of natural gas. The company was founded on October 3, 1953 and is headquartered in Rio de Janeiro, Brazil.

Petroleo Brasileiro S.A. Petrobras - ADR

Petroleo Brasileiro

Lulas runoff victory has challenged the Bolsonaro-election trade and raised concerns about political uncertainty and possible pressure on Petrobrass dividends. Traders are split between viewing the selloff as a buying opportunity given the companys low-cost oil production and seeing government intervention as a risk.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs sharp selloff and prolonged run of red sessions dominate discussion, with traders citing weakness across Bitcoin miners, concerns about Bitcoin-linked profitability and financing costs, and frustration that the AI/HPC pivot has yet to produce signed tenant leases. Sentiment is split between expectations of further losses, including around the upcoming earnings report, and dip-buyers who see the stock as oversold and due for a rebound.

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Rexford Industrial Realty Q3 2026 Earnings Call Transcript

Rexford Industrial Realty (NYSE:REXR) reported third-quarter financial results on Friday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you byread more...

Rexford Industrial (REXR) Meets Q3 FFO Estimates

Rexford Industrial (REXR) delivered FFO and revenue surprises of 0.00% and +2.87%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Rexford Industrial Announces Third Quarter 2026 Financial Results

Rexford Industrial Announces Third Quarter 2026 Financial Results Rexford Industrial Announces Third Quarter 2026 Financial ResultsPR NewswireLOS ANGELES, Oct. 22, 2026 Raises 2026 Core FFO per share guidance Advances portfolio realignment with $1.5 billion of dispositions year to dateExecutes 3.7...

Rexford Industrial Announces Dates for Third Quarter 2026 Earnings Release and Conference Call

Rexford Industrial Announces Dates for Third Quarter 2026 Earnings Release and Conference Call Rexford Industrial Announces Dates for Third Quarter 2026 Earnings Release and Conference CallPR NewswireLOS ANGELES, Sept. 28, 2026 LOS ANGELES, Sept. 28, 2026 /PRNewswire/ -- Rexford Industrial Realty...

REXR Advances Portfolio Realignment With $1.2B Asset Sale

Rexford's $1.2B portfolio sale accelerates its $2B realignment, supporting debt reduction, share repurchases and strategic repositioning.

Rexford Industrial Completes a $1.2 Billion Industrial Portfolio Sale

Rexford Industrial Completes a $1.2 Billion Industrial Portfolio Sale Rexford Industrial Completes a $1.2 Billion Industrial Portfolio SalePR NewswireLOS ANGELES, Sept. 17, 2026 Transaction Advances $2.0 Billion Non-Core Portfolio Realignment $1.5 Billion Completed Year-to-Date DispositionsLOS...

Rexford Industrial to Present at Bank of America Securities 2026 Global Real Estate Conference

Rexford Industrial to Present at Bank of America Securities 2026 Global Real Estate Conference Rexford Industrial to Present at Bank of America Securities 2026 Global Real Estate Conference PR Newswire LOS ANGELES, Sept. 10, 2026 LOS ANGELES, Sept. 10, 2026 /PRNewswire/ -- Rexford Industrial...

Rexford Industrial To Sell Industrial Portfolio For Approx. $1.2 Bln

(RTTNews) - Rexford Industrial Realty (REXR) has entered into a definitive agreement to sell an industrial portfolio to an affiliate of EQT Real Estate for approximately $1.2 billion. The portfolio transaction is part of Rexford Industrial's previously announced portfolio realign...

Rexford Industrial Enters Into Agreement to Sell a $1.2 Billion Industrial Portfolio

Rexford Industrial Enters Into Agreement to Sell a $1.2 Billion Industrial Portfolio Rexford Industrial Enters Into Agreement to Sell a $1.2 Billion Industrial Portfolio PR Newswire LOS ANGELES, Aug. 18, 2026 Agreement Brings Year-to-Date Dispositions Closed or Under Contract to $1.5...

Rexford Industrial (REXR) Beats Q2 FFO Estimates

Rexford Industrial (REXR) delivered FFO and revenue surprises of +5.00% and -0.23%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

• Reported GAAP EPS of $0.07 down -81.08% YoY
• Reported revenue of $235.84M down -4.47% YoY
• Rexford Industrial raised full-year 2026 Company share of Core FFO per diluted share guidance to $2.41-$2.44 from $2.38-$2.43; net loss per diluted share guidance is ($1.55)-($1.52).

Rexford Industrial reported decreases in same-property NOI and cash NOI, primarily driven by rental-rate compression, lower occupancy and higher bad debt; cash releasing rents decreased 3.0%, and net income included $71.8M of impairments.

Rexford Industrial cited improving infill Southern California fundamentals and increasing tenant demand, executed 3.7M of leasing, and advanced portfolio realignment with $1.5B of year-to-date dispositions.

Rexford Industrial Realty, Inc. is a self-administered and self-managed real estate investment trust, which engages in owning and operating industrial properties in infill markets. The company was founded by Richard S. Ziman on January 18, 2013 and is headquartered in Los Angeles, CA.

Rexford Industrial Realty Inc

Activist Investor Elliott Becomes One Of Rexford’s Five Largest Shareholders: Report

Equity

Neutral Sentiment

Elliott Investment Management has reportedly built an activist stake in Rexford Industrial Realty (REXR), a Los Angeles-based real estate investment trust.According to a Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-27/activist-elliott-is-said-to-take-large-stake-in-rexford-reit">report</a>, citing people familiar with the matter, Elliott is now one of Rexford’s five largest shareholders. However, it noted that Elliott’s specific plans for the company were not disclosed.<a href="https://stocktwits.com/symbol/REXR">Rexford’s stock</a> was up more than 5% in morning trade, with retail sentiment on Stocktwits edging higher within ‘neutral’ territory over the past day. The stock has gained 8.3% this year but is down more than 18% over the past 12 months. The company’s current market value stands at $9.47 billion, according to Stocktwits data.The report noted that Rexford has frequently been cited as a potential takeover target, citing that Deutsche Bank, in January, said that a bid for its portfolio would not be surprising, given the strong demand for warehouse exposure in Southern California from both public and private investors.Elliott, one of the world’s most prominent activist investors, has a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/southwest-airlines-amends-agreement-with-elliott/ch5sRJvRwe">history</a> of pushing for strategic changes at listed companies. This year, it&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://investors.cioreit.com/news-events/press-release/2025/City-Office-REIT-Enters-into-Definitive-Agreement-for-Sale-at-7-00-per-Share-of-Common-Stock-in-Transaction-Valued-at-Approximately-1-1-Billion/default.aspx">participated</a> in a deal to take Vancouver-based City Office REIT private and bought debt tied to a San Francisco office tower, according to local&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bizjournals.com/sanfrancisco/news/2025/07/10/elliott-management-101-mission-debt.html?csrc=6398&amp;taid=68715f64be02a300011fa61a">reports</a>.&nbsp;Rexford, led by co-Chief Executive Officers Howard Schwimmer and Michael Frankel, went public in 2013 and has grown its footprint through acquisitions. In 2024, it&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.blackstone.com/news/press/rexford-industrial-acquires-blackstone-industrial-assets-in-combined-1-billion-investment/">purchased</a> a $1 billion portfolio from Blackstone Real Estate. The company’s second quarter (Q2) results in July were mixed, with earnings per share (EPS) at $0.48, ahead of Wall Street’s estimate of $0.25, according to Stocktwits. However, revenue came in weaker at $241.57 million, missing the consensus forecast of $245.12 million.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/feds-williams-says-the-fed-could-cut-rates-and-still-be-somewhat-restrictive/chsUcxgRdlb">Fed’s Williams Says Central Bank Could Cut Rates And Still Be Somewhat Restrictive</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person is holding a smartphone with the logo of US real estate company Rexford Industrial Realty Inc. on screen. (Photo Illustration by Timon Schneider/SOPA Images/LightRocket via Getty Images)

According to a report by Bloomberg, Elliott Investment Management’s plans for its new influence at Rexford remain unclear.

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