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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

Modernas shares sold off sharply after leaked Phase 3 melanoma-vaccine results came in below the expectations built into a steep run-up, despite showing a benefit when the vaccine was combined with Keytruda. Traders are split between calling it a sell-the-news reaction to positive data and arguing that the results and valuation do not justify the stocks prior surge.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius new Citi financing facility is fueling debate as its shares fall alongside a broader selloff in AI infrastructure and neocloud stocks. Bulls view the loan as evidence of continued access to capital for expansion, while bears focus on rising debt, refinancing needs, and the returns required to justify the buildout.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples record-high resilience amid a broad tech selloff is drawing attention, with traders citing strong interest in its new foldable iPhone and viewing the stock as a defensive alternative to AI-heavy names. Bulls see the strength as evidence of durable demand, while bears question the companys valuation and whether the Duos early demand can justify it.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

GLD is drawing attention after a steep gold selloff that traders say has undermined its safe-haven role, with some noting it fell alongside risk assets. The community debates whether pressure reflects rate and dollar concerns or forced selling, while dip buyers see the pullback as an opportunity.

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 earnings reaction is centered on softer forward guidance and a reduced advertising outlook, which outweighed an earnings beat and triggered a sharp selloff. Traders are divided between viewing the pullback as an oversold buying opportunity and worrying that slowing growth, engagement concerns, and analyst downgrades signal further weakness.

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

Alphabets sharp pullback into its upcoming earnings report is the main focus, with traders watching Search trends, AI-related capital spending and Cloud growth for signs of whether the business can sustain returns. Bears fear pressure on Search and spending that may not pay off, while bullish traders view the selloff as a buying opportunity ahead of the results.

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 sharp slide to fresh lows is drawing attention amid a broader selloff in AI data-center and neocloud stocks, with traders citing concerns about debt-funded expansion, financing and execution alongside wider market weakness. Bulls call the decline oversold and are buying for a rebound, while bears see further downside and question whether the company can deliver on its growth plans.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

SpaceXs spectrum acquisition and Starlink Mobile ambitions have fueled concerns about future competition for AT&T and other wireless carriers. Traders debate whether the threat is a long-dated, capital-intensive overreaction or a meaningful risk, while dip buyers point to AT&Ts earnings beat, raised outlook, fiber growth and dividend.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention after a sharp semiconductor selloff tied to LAM Researchs warning that supply constraints could persist into 2027. Traders are split between buying what they see as an oversold dip and expecting further declines amid doubts about AI spending and chip valuations; the funds 3 leverage magnifies the volatility.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

A sharp selloff in silver has drawn attention, with traders describing persistent selling and questioning why precious metals are falling despite inflation and geopolitical concerns. The community is split between buying the dip and expecting further losses, while debating whether silver still acts as a safe haven or is moving with broader market and rate pressures.

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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

Riot Platforms 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.

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