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Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons sharp rebound is being linked by traders to Morgan Stanley naming it a top pick on AWS growth and AI prospects, as well as AWS making its Trainium chips easier for developers to use. Bulls welcome the move and point to cloud and AI momentum, while skeptics question whether it can hold amid heavy capex and recent volatility.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares are surging after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial for erythropoietic protoporphyria, strengthening the case for an FDA resubmission, though approval remains ahead and dizziness incidence has drawn some concern. Traders are broadly bullish on the trial result, with discussion also focused on short-covering and whether the rally can hold.

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

Sea shares are drawing attention after a sharp selloff and break below technical support, with traders pointing to disclosed insider selling and a DBS downgrade as possible pressures. The community is divided between expecting further declines and viewing the pullback as a buying opportunity, while some also cite weakness in Indonesian markets and broader regional macro concerns.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

A stronger-than-expected third quarter and an upbeat 2027 EBITDA outlook are driving CLFs rally, with bullish traders anticipating short covering. Others warn the outlook depends on steel prices and remain focused on the companys debt, while some see the move as a sell-the-news bounce.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBios FDA expansion of Anktiva plus BCG to papillary-only bladder cancer, alongside positive long-term trial data, is the main focus. The share-price decline despite those developments has prompted debate over profit-taking, broader biotech weakness and options activity, while some traders allege manipulation without substantiation.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

Vicors raised Q3 growth outlook, driven by royalties from its Vertical Power Delivery licensing, is fueling positioning ahead of its earnings report. Traders are split between viewing the pullback despite stronger guidance and AI-power demand as an opportunity and worrying that volatility and high expectations could leave room for further weakness.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras is drawing attention amid a steep post-IPO selloff, with traders citing insider share sales and upcoming lockup releases as added supply pressure alongside concerns about valuation, growth and its OpenAI exposure. Bears warn of further downside, while bulls argue the decline is overdone and are buying the dip; some also attribute weakness to a broader AI and semiconductor-sector retreat.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Reported takeover interest from Lundbeck is driving speculation about a potential bid or bidding war and heightened trading activity. Xeris has said it is not for sale, leaving traders divided between treating the chatter as a credible deal catalyst and focusing on Recorlev growth and XP-8121s pipeline prospects.

Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

Sunrun Inc

Sunrun is drawing attention amid a persistent selloff and weak solar-sector sentiment, with traders pointing to interest-rate sensitivity, policy and financing concerns, and analyst target cuts. The debate is whether its AI data-center, battery-storage and virtual-power-plant initiativesand perceived high short interestcould offset those pressures; some traders view them as a potential turnaround catalyst, while others remain bearish.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is drawing attention around its MSToronto multiple-sclerosis presentations, especially initial Phase 1 azer-cel findings in progressive MS and additional BRIUMVI data. Traders are hopeful the readouts and coming BRIUMVI milestones could support growth, while others are frustrated by choppy trading; buyout talk remains speculation.

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Bernsteins upgrade of Datadog to Outperform, citing AI-related growth potential, is driving attention and a share-price rebound. Traders are debating whether the analyst call can sustain the move after recent weakness, with valuation concerns and bearish sentiment still present.

Tom Lee Says Investors Should Be ‘Jumping Into’ AI, Semiconductor, Mag 7 Stocks Amid Sell-Off 

Equity

In an interview with CNBC, Lee called the setup in AI stocks a potential “coiled spring.”


Why Datadog (DDOG) is a Top Growth Stock for the Long-Term

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

MongoDB Falls 11% YTD: Here's Why You Should Buy the Stock Now

MDB's shares are down 11.1% YTD, but strong Atlas growth, expanding AI capabilities and rising earnings estimates make the pullback a buying opportunity.

Datadog (DDOG) Dips More Than Broader Market: What You Should Know

The latest trading day saw Datadog (DDOG) settling at $283.34, representing a -1.37% change from its previous close.

Is Datadog (DDOG) a Buy as Wall Street Analysts Look Optimistic?

The average brokerage recommendation (ABR) for Datadog (DDOG) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Why Did PLTR, DT, DDOG Stocks Surge To 52-Week Highs Today? 

Enterprise software stocks gained momentum as companies expanded AI capabilities, pursued new government contracts and benefited from stronger Wall Street optimism. 


Datadog (DDOG) Declines More Than Market: Some Information for Investors

Datadog (DDOG) reached $271.34 at the closing of the latest trading day, reflecting a -2.48% change compared to its last close.

Datadog, Inc. (DDOG) is Attracting Investor Attention: Here is What You Should Know  

Recently, Zacks.com users have been paying close attention to Datadog (DDOG). This makes it worthwhile to examine what the stock has in store.

Here's How Much $100 Invested In Datadog 5 Years Ago Would Be Worth Today

Datadog (NASDAQ:DDOG) has outperformed the market over the past 5 years by 2.25% on an annualized basis producing an average annual return of 14.27%. Currently, Datadog has a market capitalization of $99.27 billion.read more...

Datadog (DDOG) Increases Despite Market Slip: Here's What You Need to Know

Datadog (DDOG) concluded the recent trading session at $273.85, signifying a +1.97% move from its prior day's close.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Neutral Sentiment

<ul class="summary-bullets"><li>Lee said AI-related businesses remain a key source of S&amp;P 500 earnings growth.</li><li><a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">Nvidia</a>, Nebius and CoreWeave shares rebounded on Monday morning, while Goldman Sachs upgraded CoreWeave to ‘Buy’ from ‘Neutral’.</li><li>Intel and Datadog gained following analyst upgrades, with JPMorgan raising Intel to ‘Neutral’ and Bernstein upgrading Datadog to ‘Outperform.’</li></ul>Bitmine Immersion Technologies (BMNR) chairman Tom Lee said on Monday that he sees opportunity in the recent pullback in artificial intelligence stocks, adding that investor concerns and the unwinding of crowded positions could create an attractive entry point in some of the market’s biggest growth drivers.“We’re at a time of great concern,” Lee said in an interview with CNBC, pointing to escalating geopolitical tensions, including two wars that he said were getting worse, alongside concerns about funding for the AI buildout.&nbsp;While those risks have added to investor caution, Lee believes the resulting pullback could also create “opportunities” in stocks that have come under pressure, particularly AI stocks.&nbsp;<blockquote>“I think as much as people are sort of fearful of this, I’d be sort of jumping into the AI, semiconductor, Mag Seven, software. These are AI downstream names.”– Tom Lee, Chairman, Bitmine Immersion Technologies</blockquote>His comments came amid a rebound in AI stocks on Monday morning, following a sharp sell-off last week. Nvidia (NVDA), the AI bellwether, edged 0.5% higher in morning trade. On Stocktwits, retail sentiment around the Jensen Huang-led firm trended in ‘neutral’ territory.Meanwhile, Nebius (NBIS) and CoreWeave (CRWV) were among the top-trending tickers on Stocktwits at the time of writing, with&nbsp;<a href="https://stocktwits.com/symbol/NBIS">NBIS stock</a> up nearly 4% and&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> gaining around 3%.CoreWeave on Monday also received an upgrade from Goldman Sachs to ‘Buy’ from ‘Neutral,’ but the firm lowered its price target to $106 from $139. On Stocktwits, retail sentiment around CRWV trended in ‘extremely bullish’ territory over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/image_20_3c5696b598.png" alt="image (20).png" width="1286" height="708"><figcaption>CRWV stock retail sentiment on October 19 as of 10:00 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Tom Lee Sees A ‘Coiled Spring’ In AI Stocks</h2>Lee called the setup in AI stocks a potential “coiled spring” opportunity, with negative sentiment and reduced positioning creating room for a rebound if the underlying growth story remains intact.“Reports from the brokerages that AI positioning by hedge funds has been almost entirely unwound,” Lee said. “I think that number one explains a lot of the selling pressure, but I also think that’s where the opportunity lies.”Several chip and software stocks rebounded on Monday. SanDisk (SNDK), Western Digital (WDC), Intel (INTC) and Datadog (DDOG) were among the S&amp;P 500’s top gainers at the time of writing.&nbsp;<a href="https://stocktwits.com/symbol/SNDK">SNDK stock</a> gained nearly 8%, while&nbsp;<a href="https://stocktwits.com/symbol/WDC">WDC shares</a> climbed over 5%.&nbsp;Analyst calls added to the activity. JPMorgan upgraded Intel to ‘Neutral’ from ‘Underweight’, keeping its $85 price target unchanged. The firm said the risk/reward had become more balanced with the stock approaching its target.&nbsp;<a href="https://stocktwits.com/symbol/INTC">INTC stock</a> rose around 4.7% in morning trade. However, on Stocktwits, retail sentiment around the shares remained in ‘bearish’ territory over the past day.&nbsp;Meanwhile, Bernstein upgraded Datadog to ‘Outperform’ from ‘Market Perform’ and raised its price target to $350 from $237. The firm cited data suggesting that enterprise token consumption among the largest AI labs had grown at least 50% quarter over quarter.&nbsp;<a href="https://stocktwits.com/symbol/DDOG">DDOG stock</a> climbed around 4.1% in morning trade, with retail sentiment trending in the ‘neutral’ zone.<h2 class="st-heading-2">AI Earnings Remain Central To Lee’s Bullish Case</h2>Lee’s broader argument was that AI-related businesses remain a key source of growth for S&amp;P 500 earnings, even as investors question the valuations and capital spending required to build out AI infrastructure.“The growth, the visible growth, the source of drivers of S&amp;P earnings, it’s really coming from the AI trade and all the bottlenecks,” Lee said. He added that valuations in these areas remain “quite reasonable.”Investors have become increasingly concerned about the scale of spending needed to build AI infrastructure, including how companies will finance new data centers and whether the resulting returns will justify the investment. Those questions have weighed on companies exposed to the AI buildout, particularly those reliant on debt financing.Memory and storage stocks have been among the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/black-monday-oil-prices-memory-chips-market-outlook/cZx8ZyaRBMj">hardest-hit areas</a> of the market this month. The&nbsp;<a href="https://stocktwits.com/symbol/DRAM">Roundhill Memory ETF</a> (DRAM) has declined 25.1%, while the&nbsp;<a href="https://stocktwits.com/symbol/SMH">VanEck Semiconductor ETF</a> (SMH), which tracks a broader basket of chip stocks, has fallen 12.6%.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/black-monday-oil-prices-memory-chips-market-outlook/cZx8ZyaRBMj">Black Monday Calls, $110 Oil, A Chip Rout: 3 Charts to Watch This Week</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitmine Immersion Technologies (BMNR) chairman Tom Lee said on Monday that he sees opportunity in the recent pullback in artificial intelligence stocks, adding that investor concerns and the unwinding of crowded positions could create an attractive entry 

Tom Lee Says Investors Should Be ‘Jumping Into’ AI, Semiconductor, Mag 7 Stocks Amid Sell-Off

CoreWeave Inc

Datadog Inc

Intel Corp

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Sandisk Corp

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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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
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