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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

A quarterly earnings beat, raised outlook and record AI-compute backlogalongside managements emphasis on customer prepayments and contract-backed financingsparked an after-hours rebound and widespread short-squeeze chatter. Bulls see strong demand and improved financing prospects, while skeptics remain concerned about heavy debt, interest costs, capital spending and the path to sustained cash flow.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidias selloff is centered on governance and national-security concerns surrounding CEO Jensen Huangs relationship with a customer suspected of ties to Chinese intelligence, with traders debating whether the investigation and China chip-export questions could threaten his leadership or the business. Others see the drop as an overreaction and are buying the dip, while looking to the upcoming earnings report for a business-focused counterpoint.

Autonomi (ANT) is a cryptocurrency launched in 2025and operates on the Arbitrum platform. Autonomi has a current supply of 1,200,000,000 with 346,011,579 in circulation. The last known price of Autonomi is 0.03102024 USD and is up 12.83 over the last 24 hours. It is currently trading on 15 active market(s) with $148,822.58 traded over the last 24 hours. More information can be found at https://autonomi.com.

Aragon

Attention is heavily muddied by Anthropic IPO chatter mistakenly tagged to Aragons ANT token. The Aragon-specific discussion centers on the projects dissolution and completed token-redemption initiative, with holders unsure about conversion or exchange availability; other posts are mostly speculative trading reactions.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Q3 results and conference call are driving attention, with traders debating the shift to recurring Samsung and Micron licensing revenue and the stronger balance sheet against an apparent estimates miss caused partly by amortizing Samsungs upfront fee over the agreement term. Bullish traders point to higher expected Q4 revenue, while skeptics cite lower product sales and the lack of a confirmed SK Hynix deal or Nasdaq uplisting.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNavs Q3 earnings report and conference call are driving immediate discussion, with traders noting an EPS beat but reacting to the share-price decline and debating whether the call offered meaningful progress. Many see the pending FCC rulemaking on the companys spectrum as the more important catalyst, while the bullish SpaceX-related thesis remains speculative and others point to regulatory delays and downside risk.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

INFQ is drawing attention ahead of its quarterly report, with traders looking for revenue, guidance and commercialization updates that could set it apart from other quantum companies. Optimism about its products and technical progress is countered by concerns over weak price action and volatility alongside the broader quantum and tech sectors.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong quarterly earnings beat and raised guidance have driven attention, with traders citing accelerating growth, improving profitability and analyst upgrades as support for the rally. The reaction is split between bulls expecting momentum to continue and skeptics focused on volatile post-earnings trading and resistance near recent levels.

Cameco Corp. engages in the provision of uranium. It operates through the following segments: Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Camecos weaker-than-expected quarterly update and narrowed production outlook, amid Cigar Lake operating setbacks, are driving a sharp selloff and bearish discussion about further downside. Some traders see the decline as an opportunity, arguing that firm uranium-market fundamentals and longer-term nuclear demand remain intact.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs quarterly resultsstrong revenue and backlog growth but a wider-than-expected loss and Neutrons first launch pushed to 2027are driving the discussion. Traders are split between viewing the demand and backlog as evidence of growth and worrying about execution delays, ongoing losses, and dilution; shares have rebounded after the initial post-earnings selloff.

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

Anthropics new Claude workplace tools, including a spreadsheet product positioned against Excel, have raised concerns that Microsofts Office and Copilot franchises face stronger competition. Traders debate whether the threat is material or overstated given Microsofts entrenched enterprise ecosystem.

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Bond Investors Are Doubting The Long-Term Prospects Of AI Hyperscalers: Fixed Income Expert Chris White 

Equity

In an interview with CNBC, Chris White, CEO of BondCliQ and ViableMkts, said that as bond supply and default risks grow, investors are starting to demand higher yields.

Bonds To Outperform Stocks? BofA’s Savita Subramanian Says S&P 500 Returns May Fall Below 5% Over 10 Years

Bank of America’s head of U.S. equity and quantitative strategy, Savita Subramanian, said in an interview with Bloomberg TV that the S&P 500 may not even provide returns of 5% over the next 10 years. 

Is It Time To Buy Bonds? Longtime Bear Jim Bianco Turns Bullish As US 10-Year Yield Hits Highest Since 2002

Jim Bianco, President and Macro Strategist at Bianco Research, said in a CNBC interview that, with yields rising, bonds are finally trading at a fair value, making it a good time to invest in them.

Bond Markets Functioning In An ‘Orderly’ Manner? El-Erian Calls IMF's Reassurance 'Highly Unusual'

The IMF’s comments come as government bond yields worldwide, including in the U.S., have been climbing to multi-decade highs.

US 10-Year Treasury Yield Soars To 24-Year High: Will The Selloff Continue?

The U.S. 10-year Treasury yield soared past 5.3% on Wednesday, while 30-year yield crossed 5.6%. 

Scott Bessent Says US Bonds Are ‘Best Performing’ As 10-Year Treasury Yields Touch 2007 Highs — Do Bond-Market Data Back Him Up?

In an interview with CNBC on Monday, Bessent said the U.S. bond market “is the most resilient in the world,” adding that it will have been “the best performing bond market” this month.

Is The $4B Treasury Buyback A Policy Mistake? Bessent’s Mentor Thinks Yes, But Some Say ‘Don't Fight The Treasury’

Stanley Druckenmiller, the American investor who also mentored Treasury Secretary Scott Bessent in his early career, suggested in an opinion piece on Wall Street Journal that the U.S. Treasury’s buyback move was a policy error.

Fed Just Changed The Game, Says George Noble: Has Warsh's Higher-For-Longer Policy Displaced Hormuz Concerns?

In a Substack post, George Noble said Fed Chair Kevin Warsh’s refusal to provide a dot plot in the latest policy statement was a deviation from the Fed’s long-term approach. 

ETF Strategies to Follow as Powell Hints at September Rate Cuts

Fed Chair Powell signaled a September rate cut, triggering rallies in stocks, bonds and cryptos. ETFs like GOVT, SDIV, SPYG, IBIT, VNQ and XLU are set to gain. 

iShares Trust - iShares 10-20 Year Treasury Bond ETF

Neutral Sentiment

<ul class="summary-bullets"><li>The fixed-income expert said bond markets react over weeks and months, unlike the day-to-day reactions of stock markets.&nbsp;</li><li>As fresh bond issues from hyperscalers enter the market, he raised concerns about higher yields needed to tap the market again.</li><li>The fixed-income expert also noted that as bond oversupply begins, it would also affect the U.S. government’s ability to raise capital.</li></ul>Amid a volatile environment for long-dated U.S. Treasuries, Chris White, CEO of BondCliQ and ViableMkts, believes bond investors are starting to doubt the long-term prospects of many large artificial intelligence hyperscalers.In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=dp1bUOlTiCU">interview</a> with CNBC, White said the major difference between the stock market and the bond market is that the latter reacts over weeks and months, as compared to the day-to-day reactions of stock markets.&nbsp;<h2 class="st-heading-2">Why White Thinks Bond Markets Indicate AI Doubts</h2>“I think the numbers are pretty clear when you look at CoreWeave, when you look at Oracle, and when you look at the other AI hyperscalers that bond investors have been starting to doubt some of the stories regarding the long-term prospects of a lot of these AI hyperscalers,” White said.&nbsp;He said that as default risks grow, investors are starting to demand higher yields on bonds to compensate for greater risk. He pointed out that some of the “pretty big unknown risks” include geopolitical uncertainty.&nbsp;Speaking specifically about&nbsp;<a href="https://stocktwits.com/symbol/ORCL">Oracle Corp. (ORCL)</a> and&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave (CRWV)</a>, White said that while their outstanding debt was about 5% of the total $258 billion outstanding, their short maturity range is far more concerning.&nbsp;Oracle raised $25 billion through an eight-part investment-grade senior unsecured bond offering in February this year. Meanwhile, CoreWeave raised $3.7 billion through convertible notes in September, following high-yield debt issuances earlier in the year.&nbsp;“They're going to have to refinance this debt in the next five to seven years. And that then makes them a lot more sensitive to, I would say, the shorter-term interest rate conditions,” White said.&nbsp;As fresh bond issues from hyperscalers&nbsp;enter&nbsp;the market, he&nbsp;said the worry&nbsp;is&nbsp;that if the hyperscalers need to tap the market again, investors are “going to demand a yield premium to take on the additional risk that these bonds sell off very quickly after they're being issued.”&nbsp;<h2 class="st-heading-2">Investors Are Demanding Yield Premium Across The Spectrum&nbsp;</h2>White added that if Microsoft, the only triple-A-rated AI hyperscaler, taps the bond market at wide spreads, it would become the benchmark for all other AI hyperscalers.“So if Microsoft wanted to back up their yields a little bit and say, hey, we're going to give everyone a sweetheart deal, people are going to expect all the other AI hyperscalers to follow suit,” he said.&nbsp;The fixed-income expert also noted that as bond oversupply begins in the market, it would also&nbsp;affect the U.S. government’s ability to raise capital.Long-dated U.S. Treasuries are already trading near multi-decade high yields. At the time of writing, yields on 10-year U.S. Treasuries and 30-year Treasuries were trading above 5%.&nbsp;“We're obviously hearing comments coming out of the White House that they're concerned about long-term yields. There have been direct bond-buying programs. I think this has a lot to do with the oversupply we're seeing from AI hyperscalers,” he said.&nbsp;<h2 class="st-heading-2">US Bond Market Performance</h2>The&nbsp;<a href="https://stocktwits.com/symbol/TLT">iShares 20+ Year Treasury Bond ETF (TLT)</a> was trading about 1% higher at the time of writing amid ‘neutral’ sentiment. Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/TLH">iShares 10-20 Year Treasury Bond ETF (TLH)</a> was down about 0.05% overnight amid ‘neutral’ sentiment.&nbsp;One user&nbsp;<a href="https://stocktwits.com/AI_Bull_/message/666555880">said</a>, “There's a rush to safety in bonds. Look at the yields sell off as equity is selling off. As yields fall it should have made the markets rally. It isn't. That is telling you money is rotating out of equity and into bonds. Equity is now seen as too risky and bonds is seen as a good place to put your money.”Another user&nbsp;<a href="https://stocktwits.com/Bonds_Salesman/message/666554478">said</a>, “How deep in a recession are we if the AI trade stops? Asking for the non-bond holders out there. Get some bonds!”Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/AGG">iShares Core U.S. Aggregate Bond ETF (AGG)</a>, which tracks the performance of the broad U.S. investment-grade bond market, was up 0.47% overnight amid ‘bearish’ sentiment.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/BND">Vanguard Total Bond Market ETF (BND)</a>, which gives investors exposure to the investment-grade U.S. dollar-denominated bonds, was down 0.13% amid ‘neutral’ sentiment.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rising bond yields have pressured tech stocks in particular on Wednesday.

Bond Investors Are Doubting The Long-Term Prospects Of AI Hyperscalers: Fixed Income Expert Chris White

iShares Core U.S. Aggregate Bond ETF

Vanguard Total Bond Market ETF

Oracle Corp.

iShares 10-20 Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

Yes, by year-end

Yes, but not this year

No, he stays as CEO

He steps down on his own

Do you think Jensen Huang will be removed as Nvidia’s ($NVDA) CEO?

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Do you think Jensen Huang will be removed as Nvidia’s (

Current Price	$95.09
Prev Close	$96.17
Open	$95.26
Dividend Yield	N/A
50-Day Moving Average	$94.49
Beta	N/A
Avg. Volume	3.29M
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52-Week High	$105.06
52-Week Low	$90.72
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