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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

CoreWeaves selloff is being discussed alongside concerns about its heavy debt load, rising borrowing costs and whether AI demand and contract backlog can support its financing needs, with HSBCs bearish assessment adding to the pressure. Traders are split between viewing the balance-sheet risks and insider selling as reasons for further downside and arguing that strong demand, the backlog and Nvidia ties make the drop a buying opportunity.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs slide to record lows is fueling a heavily bearish conversation, with traders tying its political-proxy appeal to concerns about Trumps approval and the midterms, while questioning the companys business traction. A smaller bullish contingent sees a possible trading bounce and points to the pending TAE fusion deal as a potential pivot.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

An EMA committee recommendation supporting Foundayos approval in Europe is fueling optimism about Lillys oral obesity-drug opportunity, alongside a breakout near record highs. Traders are broadly bullish, though some question whether the rally is overextended and point to competition in the obesity-drug market.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers rally to a 52-week high is driving discussion, with traders citing momentum and rotation into defensive, dividend-paying pharma amid broader market weakness. Bulls see a potential breakout, while skeptics point to resistance and say a fresh company-specific catalyst is needed.

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

Morgan Stanleys upgrade of Amazon to a top pick, supported by an optimistic AWS growth outlook and AI infrastructure demand, is driving attention. Traders welcomed the sharp rebound but are debating whether it can hold ahead of earnings.

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 is selling off despite a third-quarter earnings and revenue beat and a new multiyear buyback, as traders focus on the narrowed profit outlook with its midpoint unchanged and declining U.S. sales and market share. Some see the decline as a buying opportunity given cash generation and capital returns, while others argue the outlook failed to justify the valuation.

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 Q3 results are driving attention, with traders focused on revenue growth and recurring royalties from its Vertical Power Delivery technology amid AI infrastructure demand. Bulls see the royalty stream as a high-margin growth driver, while others question the earnings details and lack of forward guidance, contributing to a volatile reaction.

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

IREN is caught in a sharp selloff across AI infrastructure and neocloud stocks as investors question whether heavy data-center spending and financing risks will generate adequate returns, with Gartners warning adding to the concern. Traders disagree on whether the pressure signals more downside or an oversold opportunity, with bulls pointing to IRENs contracted demand, power assets, and managements financing reassurances.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USAR is drawing attention after a prolonged, steep selloff alongside other rare-earth stocks, with traders debating potential share-supply pressure, heavy spending before substantial production, and frustration with managements communication. Some investors see the decline as an oversold setup and point to the companys domestic rare-earth supply-chain ambitions, while others doubt its execution and near-term prospects.

iShares Bitcoin Trust ETF (The) - iShares Bitcoin Trust Beneficial Interest

iShares Bitcoin Trust ETF

Bitcoins rebound and consolidation are driving IBIT discussion, with many traders treating pullbacks as buying opportunities and expecting further upside. Others warn the recovery could fade amid macroeconomic risks and technical resistance.

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Moderna Stock Rallies On Reports Of Company Entering Talks With A Drugmaker For A Potential Deal

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According to a report from Seeking Alpha, citing Stat News, Moderna has held talks with at least one large drugmaker. 

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<ul class="summary-bullets"><li>A takeover or a large partnership was reportedly on the table for the company.</li><li>According to a report from Seeking Alpha, citing Stat News, the nature of the potential agreement, while unclear, is one of “significant scope.”&nbsp;</li><li>Moderna has been seeking to expand its portfolio since COVID-19 infections dropped globally. &nbsp;</li></ul>Shares of Moderna (MRNA) jumped 17% on Thursday afternoon following reports that the company held talks with at least one large drugmaker.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://seekingalpha.com/news/4511489-moderna-gains-on-report-it-held-talks-with-at-least-one-large-drugmaker">report</a> from Seeking Alpha, citing Stat News, a takeover or a large partnership was being considered for the company. The nature of the potential agreement, while unclear, is one of “significant scope,” the report added. &nbsp;<h2 class="st-heading-2">Moderna’s Weakening Sales</h2>In August, the vaccine maker lowered its full-year revenue guidance to a range of $1.5 billion to $2.2 billion, reflecting a $300 million reduction at the high end of the range.For the second quarter, the company reported revenues of $142 million, down from the $241 million reported in the corresponding quarter of 2024. The company attributed the revenue drop to lower COVID-19 vaccine sales. It noted that its demand is expected to be concentrated in the second half of the year, aligning with the fall and winter seasons, due to the seasonal nature of the infection.Sales of Moderna’s COVID-19 vaccine came in at $114 million in the three months through the end of June, while its Respiratory Syncytial Virus vaccine sales were negligible.The company has been seeking to expand its portfolio since COVID-19 infections dropped globally from their peak in the early 2020s. The company hit a peak yearly revenue of $19.3 billion in 2022, when COVID-19 &nbsp;infections were high, which then dropped to $3.2 billion in 2024. The shares have borne the brunt, dropping over 57% in the past five years.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment about <a href="https://stocktwits.com/symbol/MRNA">MRNA stock</a> jumped from ‘bearish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘high’ levels.A Stocktwits user sounded cautious about the company’s upcoming earnings.<stembedurl>https://stocktwits.com/Galba/message/634362215</stembedurl>Since the start of the year, the company’s shares have declined by approximately 30%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/bmy-ceo-expects-cancer-drug-opdivo-to-drive-strong-sales-in-2025/cLG8bFRR3xp">BMY CEO Expects Cancer Drug Opdivo To Drive Strong Sales In 2025</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Moderna headquarters, exterior view, Cambridge, Massachusetts, USA. (Photo by: Plexi Images/GHI/UCG/Universal Images Group via Getty Images)

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