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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs quarterly earnings report is the dominant focus, with traders debating whether guidance, subscriber engagement and ad growth can offset concerns about slowing growth and the content slate. Sentiment leans bearish amid the stocks decline and traders claims of repeated post-earnings selloffs, though some see low expectations as room for a rebound.

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

A sharp rebound and heavy buying have fueled attention as traders anticipate the 80th-event trigger and final-analysis results for SELLASs Phase 3 REGAL trial of GPS. Some also read the CEOs anniversary remarks and planned ASH presence as possible buyout signals, but others stress there is no confirmed deal or trial result and that the price move may be trading activity.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs quarterly earnings and forward guidance are the dominant focus, particularly whether AI and data-center revenue can justify heavy capital spending. Traders are split between expecting a profitable report and rally and worrying about debt, spending, valuation, and an upcoming share unlock.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets reported Willow quantum-computing advanceusing magic state cultivation to cut errors roughly 40-foldhas sparked interest, though traders question whether it will matter to the stock near term as the share price remains weak. Conversation also centers on the upcoming earnings report and whether the recent pullback is a buying opportunity or reflects broader tech and AI-spending concerns.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

SRPTs rise is being linked by traders both to strength across biotech and to the reported Silence Therapeutics acquisition, which some see as a sign of pharma interest in siRNA therapies relevant to Sareptas pipeline. Others view the move as a sector-driven bounce or short covering, and say upcoming DM1 and FSHD datanot a confirmed Sarepta-specific announcementwill be key.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Seas potential Monee fintech listing and launch of its Sea Cloud AI venture are fueling debate as shares sell off: some traders see a possible Monee separation and cloud investment as sources of uncertainty, while others argue the moves could unlock value and expand growth. The decline has intensified bearish technical commentary and speculation about insider selling, alongside bullish claims that the reaction is an overreaction.

Alphabet Inc - Ordinary Shares - Class C

Alphabets upcoming earnings are the main focus, with traders watching Google Cloud and Gemini for signs of growth. The discussion is divided between optimism about AI and cloud momentum and concern that heavy AI spending, alongside recent share-price weakness, could weigh on returns.

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

Moderna is drawing attention as traders position around the detailed Phase 3 results for its personalized melanoma cancer vaccine with Merck at ESMO, following a positive topline readout. Bulls see the data as validation of its oncology platform, while skeptics warn that the sharp rally may have priced in strong results and could reverse on a sell-the-news reaction.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM shares are falling despite a third-quarter earnings and revenue beat and a new buyback authorization, as investors focus on a narrowed full-year profit outlook with its midpoint unchanged rather than an upgrade. Traders are split between viewing the selloff as overdone given stronger cash-flow guidance and capital returns, and seeing the outlook and softer vehicle sales as reasons for caution.

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

IRENs steep selloff is drawing attention amid broader funding and return concerns for AI-focused neoclouds, with traders also questioning the companys execution, dilution and delayed Horizon capacity. Co-CEO Daniel Roberts comments that data-center construction has been cash-funded and customer prepayments help finance GPUs are cited by bulls, but have not eased the bearish debate or frustration that IREN is lagging peers.

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Are Concerns Over CoreWeave's Debt Overblown? ETFs in Focus

Concerns over CoreWeave's debt may be overblown, while optimism about its business model persists. Explore ETFs offering exposure to the AI computing firm.

CRWV Stock Dips Overnight: Cathie Wood's ARK Investment Loads Up On Neocloud Despite Recent Market Selloff

Equity

Cathie Wood's ARK Investment purchased 132,498 shares of CoreWeave across two ETFs on Monday despite a recent selloff in the company. 

Circle CEO Seeks ‘The Happy Middle’ For USDC As BIS Finds Deposit Rates Weigh More On USDC Than Tether 

Cryptocurrency

Higher Fed rates also push banks to provide better deposit rates, which may slow adoption of stablecoins as users weigh their options.


Cathie Wood-Led Ark Invest's Biggest Q3 Winners And Losers — PLTR, NVDA, TXG Led While TSLA, RKLB Dragged

Ark's latest quarterly report shows that several stocks made meaningful contributions across multiple ETFs.

Cathie Wood's ARK Scoops Up Over 32,000 Meta Shares In 2 Days — Wall Street’s Split Over AI Spending

ARK's latest purchases come as Meta's new Muse AI models draw bullish analyst calls, even as concerns grow over the company's spending plans ahead of earnings.

CRWV, NBIS, IREN Stocks Extend Slide Overnight: Retail Eyes The Dip As CoreWeave CEO Says Market Acting ‘Irrationally’

Neocloud stocks extended their declines overnight after Gartner warned that 80% of neocloud providers could cease independent operations by 2030.


Bitcoin's Tightest Range Since September Has Analysts Split On Which Way It Breaks

BTC’s Bollinger Band width narrowed to 4.9% from 11.6% in a week, signaling compression without a clear breakout direction.


Robinhood Gets A Price Target Hike From Truist As Wall Street’s Earnings Outlook Improves

Wall Street's average target on HOOD has climbed since July, as Robinhood reports Q3 results on October 27.


Wall Street Split On Coinbase: Barclays Sees 20% Downside, Goldman Thinks COIN Stock Has Room To Run

Goldman mentioned tight cost control, the SEC's tokenized stock exemption, and a favorable entry point.

Why BlackRock Thinks AI Agents Could Run On Stablecoins And Bitcoin

BlackRock said the study's results reflected simulated model responses and that agentic payment activity remained nascent.


ARK ETF Trust - ARK Next Generation Technology ETF

Neutral Sentiment

<ul class="summary-bullets"><li>ARK Innovation ETF&nbsp;bought 102,280 CRWV shares on Monday for $6.3 million and 30,218 shares for $1.8 million through the ARK Next Generation Technology ETF.&nbsp;</li><li>The purchase comes as Wall Street and Main Street remain concerned about the company’s ballooning debt levels.&nbsp;</li><li>MoffettNathanson and BNP Paribas lowered the price target on CoreWeave, while Goldman Sachs upgraded the company.&nbsp;</li></ul>CoreWeave Inc. (CRWV) shares fell nearly 2% in overnight trading late Monday, putting it on track for a third week of declines amid a selloff in software names.&nbsp;However, Cathie Wood's ARK Investment purchased 132,498 shares of the company on Monday despite the selloff.&nbsp;<h2 class="st-heading-2">ARK Investment’s CRWV Purchase&nbsp;</h2>The asset manager’s ARK Innovation ETF (ARKK) bought 102,280 CRWV shares on Monday for $6.3 million, according to its website. The firm also bought 30,218 shares of CRWV for $1.8 million through the ARK Next Generation Technology ETF (ARKW).&nbsp;The purchase comes as Wall Street and Main Street remain concerned about the company’s ballooning debt levels. CoreWeave reported $35.6 billion in total debt as of June 30, while its second-quarter net interest expense rose to $640 million from $267 million a year earlier.&nbsp;Research and advisory firm Gartner recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gartner-warns-3-5-trillion-ai-investments-in-jeopardy-as-returns-don-t-justify-neocloud-buildout/cZxoT2NRBuP">said</a> in a report that artificial intelligence infrastructure investments are in danger as concerns over bloated AI capex mount. The firm said that as the commercial duopoly for primary frontier models consolidates around Anthropic and OpenAI, the cash flows to meet that massive computing asset&nbsp;base from neoclouds are not scaling proportionally with upfront costs.&nbsp;<h2 class="st-heading-2">Wall Street Split On CRWV Stock</h2>Meanwhile, major Wall Street analysts are also taking opposing stances on CoreWeave. MoffettNathanson and BNP Paribas lowered&nbsp;their price&nbsp;targets on CoreWeave, while Goldman Sachs took a more positive outlook.&nbsp;MoffettNathanson&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/core-weave-not-circling-the-drain-says-analyst-but-warns-of-staggering-financial-obligations/cZx8NuRRBMZ">slashed</a> CRWV stock’s target to $89 from $107 and kept a ‘Neutral’ rating on the shares, citing its “staggering financial obligations.”&nbsp;BNP Paribas also cut its price target on CoreWeave to $117 from $169 and maintained an ‘Outperform’ rating, according to The Fly. The firm said that it sees a continued deterioration in investor confidence amid its debt obligations. While higher financing costs could contain the company's ability to fund future growth, the shares are "seemingly discounting some liquidity concerns," the analyst reportedly said in a research note.However, Goldman Sachs upgraded the stock to ‘Buy’ from ‘Neutral’ and&nbsp;set a price target of $106, implying upside of more than 73% from its last close. The firm said ongoing volatility in the credit market raises questions about whether CoreWeave can finance its next phase of growth, and at what pace.&nbsp;However, Goldman also said the ongoing debate over demand for frontier vs. off-frontier intelligence, and CoreWeave's annual recurring revenue per megawatt and unlevered internal rate of return,&nbsp;are "biased to the upside" over the next 24 months because of tight supply. The analyst also said that CoreWeave is differentiated from other neoclouds.&nbsp;Last week, Dan Ives, Yorkville Ives partner and senior managing director analyst,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-coreweave-selloff-false-narrative-crwv-stock-worst-week-11-months/cZxk3jJRBtW">said</a> in an interview that the recent sell-off was an overreaction, as the broader AI demand story remains intact.&nbsp;“I'm not saying there's not some issues in terms as rates go higher. But given the demand, given backlog, I think this is ultimately a false narrative,” he said, while also highlighting that the sharp drop has created an opportunity for investors.<h2 class="st-heading-2">CRWV Stock: Retail Stance</h2>On Stocktwits, retail sentiment for <a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> was ‘extremely bullish,’ even as message volumes surged 938% over 24 hours, according to platform data.&nbsp;One user&nbsp;<a href="https://stocktwits.com/GrOtBaGs/message/666885879">said</a>, “$CRWV $NBIS are moving in tandem.. absolutely nothing to see here…” The user added, “When the wrestling match ends, these are going straight up, meanwhile, you or I have zero say in it.”Another user&nbsp;<a href="https://stocktwits.com/SkipperBullDolphin/message/666884971">said</a>, “$CRWV buy low sell high.”<a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> is down more than 14% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

A smartphone displays the logo of CoreWeave, Inc. (Photo illustration by Cheng Xin/Getty Images)

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SpaceX ($SPCX) reports earnings after the close today. What do you expect?

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