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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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Vanguard International ETF Face-Off: VXUS vs. VWO

Key PointsThe Vanguard Total International Stock ETF provides broad exposure to both developed and emerging markets outside the United States...

Forget Chasing Trends: Here's What I'd Actually Invest In Right Now

Key PointsThe S&P 500 index is up about 18% in the past year, but the Vanguard Total International Stock ETF has done even better...

Comparing Global ETFs: Vanguard's VXUS vs. State Street's Climate-Focused NZAC

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VEA vs VXUS: Does a Vanguard Developed Markets or Emerging Markets ETF Provide Better Growth Prospects?ure?

Key PointsVanguard FTSE Developed Markets ETF offers a lower expense ratio than Vanguard Total International Stock ETF...

SHOP Stock Soars Toward Best Single-Day Gain Since 2015 After ‘Monster Quarter’

Equity

Shopify reported revenue of $3.58 billion in Q2, beating Wall Street’s expectations of $3.44 billion, according to Fiscal.ai data.


MOVE Stock Soars After Corvex Expands Nvidia Blackwell GPU Deal With ‘Leading AI Company’ 

Corvex said the agreement expands an existing customer commitment, with the full GPU cluster now fully deployed after deliveries throughout 2026.


Should You Add an International ETF to Your Portfolio in 2026?

Key PointsThe Vanguard Total International Stock ETF (VXUS) contains over 8,700 stocks from all non-U.S. regions...

Which Vanguard Global ETF Is the Better Buy in 2026: VT or VXUS?

Key PointsVanguard Total World Stock ETF includes United States exposure while Vanguard Total International Stock ETF focuses entirely on non-U.S. markets...

International ETF Outpacing the S&P 500 This Year Is Worth a Closer Look

Key PointsThe Vanguard Total International Stock ETF has generated a total return of almost 13% this year...

Looking for International Diversification? Here's How Vanguard's VXUS and VEA ETFs Compare in 2026.

Key PointsVanguard FTSE Developed Markets ETF offers a slightly lower expense ratio of 0.03% compared to 0.05% for Vanguard Total International Stock ETF...

Vanguard Star Funds - Vanguard Total International Stock ETF

Bullish Sentiment

<ul class="summary-bullets"><li>President Harley Finkelstein called Q2 a “monster quarter,” saying Shopify delivered more than 30% year-on-year growth in gross merchandise value, gross profit and free cash flow.</li><li>Shopify also shared new operating metrics tied to AI adoption, saying traffic from AI searches to merchant storefronts and orders originating from AI searches both tripled year-on-year.</li><li>Separately, Shopify Payments processed $78 billion during the quarter, pushing cumulative gross payments volume above $1 trillion.</li></ul><p>Shares of Shopify Inc. (SHOP) soared about 26% in premarket trading Wednesday, putting the stock on track for its biggest single-day gain since the company went public in 2015, after the e-commerce platform reported stronger-than-expected second-quarter (Q2) results.</p><p>Shopify reported revenue of $3.58 billion in Q2, beating Wall Street’s expectations of $3.44 billion, according to Fiscal.ai data. The company also forecast third-quarter (Q3) revenue growth in the low-30% range, ahead of analysts' expectations for about 26% year-over-year growth.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260805_050658912_560d58fec7.png" alt="koyfin_20260805_050658912.png" width="2400" height="1240"><figcaption><i>Source: Koyfin</i></figcaption></figure><p><a href="https://stocktwits.com/symbol/SHOP">SHOP</a> was among the top trending tickers on Stocktwits at the time of writing.</p><h2 class="st-heading-2">SHOP Says AI Is Expanding What's Possible For Merchants</h2><p>President Harley Finkelstein called it a “monster quarter,” saying Shopify delivered more than 30% year-on-year growth in gross merchandise value (GMV), gross profit and free cash flow.</p><p>“We power every kind of business, and with AI, we’re expanding what’s possible for all of them. No one else comes close,” he said.</p><p>Chief Financial Officer Jeff Hoffmeister said GMV growth accelerated despite a strong comparison from a year earlier. He added that Shopify saw strong results across merchant sizes, sales channels and geographies while continuing to improve operating leverage.</p><h2 class="st-heading-2">SHOP Outlines AI Commerce Push</h2><p>Shopify also outlined its push into AI-powered commerce, describing itself as a “Unified Commerce Hub” connecting merchants across online stores, marketplaces, social commerce, AI chats and “shoppable agentic experiences.”</p><p>It also showcased a redesigned merchant dashboard with a new AI section that lets merchants see which AI channels they are live on, monitor performance and view product rankings for buyer queries.</p><h2 class="st-heading-2">SHOP Shares New AI And Payments Metrics</h2><p>Shopify also shared new operating metrics tied to AI adoption, saying traffic from AI searches to merchant storefronts and orders originating from AI searches both tripled year-on-year. Buyers arriving through AI channels placed orders at twice the rate of those coming from other channels.</p><p>The company also said its AI assistant, Sidekick, recorded 34 million conversations during the quarter, with weekly active shops using the tool increasing 3.6 times from a year earlier.</p><p>Separately, Shopify Payments processed $78 billion during the quarter, pushing cumulative gross payments volume above $1 trillion.</p><h2 class="st-heading-2">What Retail Traders Think About SHOP</h2><p>Retail sentiment on Stocktwits around Shopify trended in the ‘bullish’ territory, with message volumes at ‘high’ levels at the time of writing.</p><p><a href="https://stocktwits.com/symbol/SHOP">SHOP stock</a> is down 23% year-to-date and 2% over the past 12 months. The Invesco QQQ Trust ETF (QQQ) is up 28% over the past 12 months, while the Vanguard Total International Stock Index Fund ETF (VXUS) is up 25%.</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/jamie-dimon-banks-tech-utilities-team-up-against-ai-risks-trump-guidelines/cZo4o32RJIi"><strong>Jamie Dimon Reportedly Wants Banks, Tech Giants, Utilities, And Other Sectors To Team Up Against AI Risks As Trump Finalizes Frontier AI Guidelines</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The Shopify logo displays on a mobile phone with the Shopify icon in the background.

Shopify reported revenue of $3.58 billion in Q2, beating Wall Street’s expectations of $3.44 billion, according to Fiscal.ai data.

Shopify Inc

Vanguard Total International Stock 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	$82.66
Prev Close	$83.22
Open	$82.78
Dividend Yield	N/A
50-Day Moving Average	$84.82
Beta	N/A
Avg. Volume	5.26M
PE Ratio	N/A

52-Week High	$88.62
52-Week Low	$72.11
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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