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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 warning that tighter debt markets could trigger failures and consolidation among AI neoclouds has fueled concern about Nebiuss capital-intensive expansion and weighed on sentiment. Bulls counter that Nebius has secured financing and customer commitments, arguing it is better positioned than weaker sector peers; others remain concerned about debt access and execution risks.

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

Elon Musks warning that many neocloud operators could fail or consolidate, alongside concerns about debt-heavy AI data-center expansion and tighter financing, is driving attention to IREN and its peers. Traders debate whether the comments amplify genuine funding and execution risks or are self-interested criticism, with bulls pointing to IRENs contracts and infrastructure while bears warn of further losses.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas positive Phase 3 melanoma-vaccine results with Mercks Keytruda have driven discussion, but shares sold off as traders judged the data against heightened expectations and questioned the treatments commercial potential. Bulls view the results as validation for a broader cancer-vaccine platform, while skeptics point to approval, adoption and profitability uncertainties and await evidence in other cancers.

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

Brazils presidential election has driven sharp swings in Brazilian stocks, including NU, as traders react to political and economic uncertainty. The community is split between viewing the selloff as a buying opportunity and waiting for the stock to stabilize, with some arguing the companys fundamentals remain strong.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs event-driven Phase 3 REGAL trial of its GPS leukemia vaccine dominates discussion, with traders focused on the final analysis triggered at 80 survival events and anticipating a possible data update around ASH. Bulls speculate the prolonged wait could reflect a survival benefit, while skeptics question the delay, the companys quiet period, and whether the blinded trial will ultimately succeed; SLS009 updates are a secondary catalyst.

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 election victory after markets had positioned for a Bolsonaro win prompted a sharp selloff in Brazilian shares, including Petrobras. Traders are divided between concerns about political and dividend risks under Lula and the view that the decline is an overreaction given Petrobras oil business and valuation.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

EWZ is drawing attention after Brazils unexpected Lula victory triggered a sharp selloff, as traders worry about political and economic uncertainty and the markets apparent positioning for a Bolsonaro win. Many are bearish on Brazils outlook, while others argue the decline is an overreaction and see a potential buying opportunity.

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

XP Inc - Ordinary Shares - Class A

XP Inc. is trending as investors react to a new capital optimization plan, which includes a significant buyback program and planned dividend distributions, while the community remains divided over the firm's long-term growth prospects and the broader volatility of Brazilian financial stocks. Discussion is heavily focused on whether these capital return initiatives can stabilize the share price following a multi-year downtrend and ongoing skepticism regarding the company's reliance on specific high-volatility financial products.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCelleras ABCL635 clinical results for menopausal hot flashesand its presentation of additional Phase 1/2 safety and patient-reported dataare the dominant focus, alongside anticipation for further durability data. The reaction is largely bullish on the program and its potential, while some traders caution that expectations may be high and the stock could consolidate or sell off without stronger new evidence.

iShares Trust - iShares Biotechnology ETF

iShares Biotechnology ETF

Biotech is pulling back after a recent sector rally, with traders debating whether the weakness is a pause or a broader deterioration. IBBs hold near its 50-day moving average is cited as support, while some see large-cap biotech holding up better than smaller names.

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Gorilla Technology Plans First US Data Center Deal, Targets Over 100MW AI Infrastructure 

Equity

The proposed site has approximately 6 MW of current utility capacity, with a potential path to 36 MW following utility and infrastructure work.


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NBIS Stock Rockets 10% Today – What’s The $2B Nvidia Connection?

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<ul class="summary-bullets"><li>Gorilla Technology signed a non-binding letter of intent to acquire its first U.S. data center, with closing targeted for the end of November 2026.</li><li>The company aims to expand its U.S. data center portfolio through acquisitions, site expansions and customer-led GPU deployments.</li><li>Gorilla is assessing infrastructure upgrades, including additional power distribution and direct liquid cooling, to support future high-density AI computing.</li></ul>Gorilla Technology Group (GRRR) announced on Friday that it had signed a non-binding letter of intent to acquire its first U.S. data center and plans to expand its U.S. AI infrastructure portfolio to over 100 megawatts (MW) over the next 12 to 18 months.The proposed acquisition involves an existing operating facility with approximately 6 MW of current utility capacity and a pathway to 36 MW of total site power capacity. The company said it was targeting completion of the acquisition by the end of November 2026.<blockquote>“We are not entering the United States simply to acquire a building. We are establishing the first piece of what we aim to become a significant AI infrastructure business.”– Jay Chandan, CEO and Chairman, Gorilla Technology Group</blockquote>Gorilla also said it has obtained written support from the local utility for an additional 30 MW, although delivering that capacity will require further utility and site infrastructure work.<a href="https://stocktwits.com/symbol/GRRR">GRRR stock</a> dropped over 4% in morning trade, despite a recovery in the broader market, and was among the top-trending tickers on Stocktwits at the time of writing.&nbsp;<h2 class="st-heading-2">Gorilla Targets 36 MW At First US Data Center</h2>The proposed acquisition would give Gorilla an initial operating base in the U.S. AI infrastructure market. The facility already has electrical and cooling infrastructure, carrier-neutral connectivity, and existing colocation and office operations.Gorilla said it was reviewing the facility’s tenants, lease terms, rent roll and historical operating performance as part of its due diligence. It added that the utility has indicated an approximately 18-month timetable for delivering the additional 30 MW of power.&nbsp;Gorilla is also assessing upgrades needed to support high-density AI computing, including additional power distribution and direct liquid-cooling capabilities for future GPU deployments.<h2 class="st-heading-2">Gorilla Plans Broader AI Infrastructure Expansion</h2>The proposed acquisition is the starting point for Gorilla’s broader U.S. expansion strategy. The company said it was targeting more than 100 MW of total site power capacity over the next 12 to 18 months through additional acquisitions, infrastructure expansions and customer-led AI compute deployments.Gorilla added it was evaluating further opportunities across the U.S., focusing on sites with available power, strong connectivity, expansion potential and customer demand.&nbsp;The company also said it was engaging with prospective customers regarding future AI compute and GPU capacity at the proposed site.&nbsp;Gorilla stated its strategy is to combine owned data center infrastructure with customer-led GPU deployments and its existing AI software and operational capabilities to serve enterprise, cloud and AI customers.&nbsp;CFO Bruce Bower said Gorilla is focused on acquiring infrastructure that offers immediate utility and substantial expansion potential while maintaining disciplined investment criteria.According to Chandan, controlling the underlying infrastructure could give Gorilla greater control over deployment timelines, power, cooling and operating economics.<h2 class="st-heading-2">How Is Retail Feeling About GRRR Stock?</h2>Retail sentiment around GRRR stock on Stocktwits remained in ‘neutral’ territory over the past day, with chatter at ‘extremely high’ levels. Platform data showed a 21% jump in message volume over the last 24 hours and a 145% increase overall this week.One retail trader said the proposed U.S. acquisition is a “huge” development for Gorilla, noting that the company had expanded from Asia into the U.S. market. Another trader said entering the U.S. market could lend the company greater credibility, despite skepticism around the stock.<stembedurl>https://stocktwits.com/ACInvestorBlog/message/666133490</stembedurl><stembedurl>https://stocktwits.com/bassie93/message/666135253</stembedurl>GRRR stock has fallen over 8% this year and more than 40% in the last 12 months. Only five analysts cover the company, according to Koyfin, with the 12-month average price target on the shares at $32.83. The target implies a potential upside of 187% from current levels.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coin-hood-stocks-get-price-target-hikes-while-gemini-to-underweight/cZD6nmMRBVw">COIN, HOOD Stocks Get Price Target Hikes, While Morgan Stanley Cuts Gemini To ‘Underweight’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Gorilla Technology logo is seen displayed on a smartphone screen. 

Gorilla Technology Group (GRRR) announced on Friday that it had signed a non-binding letter of intent to acquire its first U.S. data center and plans to expand its U.S. AI infrastructure portfolio to over 100 megawatts (MW) over the next 12 to 18 months.

Gorilla Technology Plans First US Data Center Deal, Targets Over 100MW AI Infrastructure

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Themes ETF Trust - Themes Generative Artificial Intelligence ETF

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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