SPDR Dow Jones Industrial Average ETF

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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 C

Alphabet shares are under pressure ahead of earnings, with traders focused on whether heavy AI spending can generate returns and whether AI competition threatens Searchs advertising business; some also cite broader selling in large-cap tech. Bears expect weakness if Search or spending outlook disappoints, while bulls argue Cloud and AI growth support the business and are buying the dip.

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

Leaked Phase 3 results for Moderna and Mercks personalized melanoma vaccine with Keytruda showed a 42% reduction in recurrence or death risk, but MRNA sold off sharply as traders judged the positive data short of expectations built into its steep run-up. The community is split between viewing the drop as a sell-the-news reaction to strong results and arguing that the efficacy, commercial prospects, or valuation remain disappointing; concerns about the leak and extreme volatility also feature in the debate.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

A sharp selloff in silver has put SLV in focus, with traders reacting to the funds steep decline and debating whether it reflects broader market and rate pressures or a technical breakdown. Bears see further downside, while some investors are treating the drop as a buying opportunity; claims of market manipulation remain speculation.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is benefiting from a broader rotation into software and renewed optimism that AI can strengthen established enterprise platforms rather than displace them. Traders also debate the Braze acquisition, weighing its potential to expand AI-powered marketing against concerns about the price and integration risks.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

A sharp selloff in gold has put GLD under pressure, with traders debating why it is falling alongside risk assets despite geopolitical tensions and its traditional safe-haven role. Messages point to a stronger dollar, elevated yields and inflation-related rate concerns as possible headwinds, while some traders see the decline as a buying opportunity.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

Disclosed share sales by CEO John Giamatteo are driving debate over whether the transactions signal a lack of confidence or reflect equity compensation and tax obligations; some traders also point to weakness across tech stocks as contributing to the decline. Bulls counter with QNXs record royalty backlog and adoption momentum, while skeptics question how quickly that future demand will translate into revenue.

Vanguard Index Funds - Vanguard S&P 500 ETF

Vanguard S&P 500 ETF

A broad-market pullback has VOO traders debating whether the decline is a buyable dip or the start of a deeper correction, with concerns about rising Treasury yields, inflation and possible Fed rate hikes weighing alongside weakness in tech. Others point to support levels and continued long-term buying as reasons not to overreact.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, and Defense. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

A reported UK government subsidy deal to support Rolls-Royces UltraFan demonstrator and potential return to the narrow-body engine market is drawing attention, though the funding has not been finalized. Traders are reacting to the news with optimism while also debating the stocks sharp pullback and whether it reflects broader market pressure or a buying opportunity.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

RIOT is drawing attention amid a steep selloff across Bitcoin miners, with traders citing Bitcoin weakness and concerns about the sectors capital-intensive AI/data-center pivots and financing. Sentiment is largely frustrated and bearish, though some traders view oversold conditions as a possible stabilization point.

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Hut 8 is being swept up in a selloff across AI data-center and former bitcoin-miner infrastructure stocks, as traders question the economics of heavy capital spending, debt financing and demand for data-center projects. The community is divided between seeing the decline as a sector-wide overreaction and worrying about HUTs execution, financing needs and further downside; some also point to bitcoin swings, but the data-center trade dominates discussion.

MARA, RIOT, HUT, GLXY See Price Cuts From Piper Sandler Amid AI Trade Reversal, Hotter Inflation, Pricier Debt

Equity

Analyst Patrick Moley maintained ‘Overweight’ ratings on all four stocks despite reducing his price targets.


Cantor Calls WULF, HUT, CORZ Stocks ‘Generational Buys’ Amid Price Target Cuts Across The Sector 

Cantor Fitzgerald said AI data center stocks have sold off broadly since their June highs, even though companies differ in management quality, contract strength and project execution.


WULF Stock Set For Biggest Weekly Loss Of 2026, Morgan Stanley Says Shares Are ‘Mispriced’

Morgan Stanley analyst Stephen Byrd said the firm “rarely sees a stock as mispriced as WULF and other Powered Shell providers.”


Want Better Returns? Don't Ignore These 2 Finance Stocks Set to Beat Earnings

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

Should Investors Hold or Fold APLD Stock After Its Q1 Earnings Miss?

Applied Digital's soaring AI infrastructure revenues and $36B in contracts signal growth, but widening losses and heavy debt cloud its outlook.

American Bitcoin's Mining Economics Could Be Its Edge – This Analyst Sees A Potential 185% Upside

H.C. Wainwright gave ABTC a $22 price target, implying a 185% upside.


MARA RIOT, GLXY Price Targets Cut At Morgan Stanley On AI Credit Concerns: Analyst Still Sees Over 100% Upside

Morgan Stanley cut its price targets on MARA Holdings, Riot Platforms, Galaxy Digital and Cipher Mining while raising targets on Hut 8 and TeraWulf.


Why Is Hut 8 Stock Trending After Hours?

Hut 8 shares rise 1.07% after hours following a 10.87% regular-session drop, as analysts maintain bullish price targets.read more...

Hut 8 Schedules Third Quarter 2026 Earnings Release and Conference Call

Hut 8 Schedules Third Quarter 2026 Earnings Release and Conference Call Hut 8 Schedules Third Quarter 2026 Earnings Release and Conference CallPR NewswireMIAMI, Oct. 8, 2026MIAMI, Oct. 8, 2026 /PRNewswire/ -- Hut 8 Corp.(Nasdaq, TSX: HUT) ("Hut 8" or the "Company"), an energy infrastructure...

Hut 8 Stock Is Dropping: What's Going On Today?

Hut 8 Corp (NASDAQ:HUT) shares are tumbling Wednesday, weighed down by an insider stock sale disclosed in a filing Tuesday.read more...

Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

Bearish Sentiment

<ul class="summary-bullets"><li>Piper Sandler cited rising inflation, higher oil prices, increased borrowing costs and uncertainty about planned AI capital spending as key risks.</li><li>The firm said the four stocks look attractive following their recent selloff.</li><li>Piper’s revised targets still suggest a potential upside of 36% for Riot Platforms, 49% for MARA Holdings, 59% for Galaxy Digital and 80% for Hut 8.</li></ul>Shares of Riot Platforms (RIOT), Mara Holdings (MARA), Galaxy Digital (GLXY), and Hut 8 (HUT) fell in morning trade on Tuesday after Piper Sandler cut its price targets for all four firms, citing a reversal in the broader AI trade.&nbsp;Analyst Patrick Moley cited three pressures in a note to investors cited by TheFly. He said that hotter inflation and higher oil prices, which have revived concerns about further rate hikes. Moreover, credit markets have begun repricing the debt that funds data center build-outs.&nbsp;He added that investors continue to debate whether planned AI capital spending will materialize. Piper says the outlook is uncertain, but the stocks look attractive after the selloff.<img src="https://news.stocktwits-cdn.com/kt_V_Bi_piper_sandlers_new_price_targets_397c3e2eef.png" alt="ktVBi-piper-sandlers-new-price-targets-.png"><a href="https://stocktwits.com/symbol/HUT">HUT stock</a> saw the steepest dip at market open, falling as much as 4.8%, followed by&nbsp;<a href="https://stocktwits.com/symbol/RIOT">RIOT stock,</a> dipped over 4%. <a href="https://stocktwits.com/symbol/GLXY">GLXY stock</a> tumbled 3.4%. and&nbsp;<a href="https://stocktwits.com/symbol/MARA">MARA shares</a> were down around 3%.&nbsp;On Stocktwits, retail sentiment around RIOT and GLXY stocks shifted to ‘bearish’ from ‘neutral’ territory over the past day. Sentiment around HUT dipped to ‘neutral’ from the ‘bullish’ zone, while sentiment around MARA continued to trend in ‘bearish’ territory. MARA was also among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">Inflation, Oil, Credit Costs Weigh On AI Infrastructure</h2>Last week, September consumer price inflation&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ppi-surge-complicates-fed-s-inflation-fight-says-apollo-chief-economist-this-is-the-definition-of-stagflation/cZxWDy4RBAz">showed</a> an uptick of 3.7% from a year earlier, above the 3.6% economists had expected, prompting traders to increase bets on another Federal Reserve rate hike.&nbsp;Oil prices have also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/black-monday-oil-prices-memory-chips-market-outlook/cZx8ZyaRBMj">remained</a> above $100 a barrel, adding to concerns about inflation and borrowing costs.Meanwhile, CoreWeave’s bond yields rose above 15% last week, amplifying investors' concerns over rising cost of financing AI infrastructure. For companies converting existing sites into data centers, higher borrowing costs can make projects less attractive and reduce the value investors assign to those assets.<h2 class="st-heading-2">Piper Joins A Wave Of Analyst Price-Target Cuts</h2>Piper’s reductions follow a series of target cuts across the sector. Morgan Stanley&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mara-riot-glxy-price-targets-cut-at-morgan-stanley-on-ai-credit-concerns-analyst-still-sees-over-100-upside/cZD6HOyRBn9">lowered</a> its price targets on MARA, Riot Platforms, Galaxy Digital and Cipher Mining (CIFR)&nbsp; earlier this month, citing credit-market conditions. However, it raised its targets on Hut 8 to $275 and TeraWulf (WULF) to $65.Last week, Cantor Fitzgerald also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cantor-cuts-ai-infrastructure-stock-price-targets-terawulf-hut-8/cZxKE8URBsn">lowered price targets</a> on seven AI infrastructure stocks on Friday, including Riot Platforms to $24 and Hut 8 to $151.Analyst views remain widely divided. Piper’s $123 target on Hut 8 is less than half Morgan Stanley’s $275 target. For Riot Platforms, Piper’s $19 target compares with Morgan Stanley’s $35.50 target.The firms also differ when it comes to Mara holdings. Morgan Stanley rates the stock ‘Underweight’ with a $10 price target, while Piper maintains an ‘Overweight’ rating and an $11 target.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ai-trade-rotation-favors-mag-7-over-neoclouds-analysts-say-ahead-of-spcx-meta-nflx-results/cZxqt1KRBu8">AI Trade Rotation Favors Mag 7 Over Neoclouds, Analysts Say Ahead Of SPCX, META, NFLX Results</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Marathon Digital Holdings (MARA) logo is displayed on a smartphone screen.

Shares of Riot Platforms (RIOT), Mara Holdings (MARA), Galaxy Digital (GLXY), and Hut 8 (HUT) fell in early morning trading on Tuesday after Piper Sandler cut its price targets for all four firms, citing a reversal in the broader AI trade.

Galaxy Digital Inc. - Ordinary Shares - Class A

Marathon Digital Holdings Inc

Yes, I'm buying

No, staying away

Just holding what I have

Neocloud stocks are sliding hard today as investors reprice the group against fresh AI overspend fears following a Wall Street Journal report on $3 trillion in off-balance-sheet hyperscaler commitments. Are you buying the dip on neocloud stocks today? Vote and explain your reasoning in the comments.

Are you buying the dip on neocloud stocks today?

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Traders are intensely focused on key support levels and potential gap fills at the $52 and $40 price marks.

Investors are debating the transition from Bitcoin mining to high-capacity AI data center services and powered shells.

Market participants are positioning for volatility and performance clarity ahead of the upcoming November 4 earnings date.

Current Price	$63.97
Prev Close	$71.58
Open	$68.75
Dividend Yield	0.00%
50-Day Moving Average	$86.40
Beta	3.24
Avg. Volume	4.5M
PE Ratio	-11.95

52-Week High	$140.80
52-Week Low	$31.67
Market Capitalization	$7.88B
EPS (Annual)	-$2.14
Price to Book	5.46
Revenue Per Employee	$948,056.45

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