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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 sharp selloff and repeated tests of recent lows have traders focused on its heavy debt, financing costs and ability to fund AI infrastructure growth. Bears warn of dilution or financial distress, while bulls point to AI demand and contracted backlog and treat the weakness as a buying opportunity; Goldmans upgrade and ARKs purchases have not ended the debate.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is under pressure amid a broader semiconductor selloff and concerns about AI spending, financing, and the sustainability of the trade; CEO Hock Tans remarks comparing some AI investing to gambling have become a flashpoint for traders. The community is split between viewing the decline as sector-wide weakness and a buying opportunity, and seeing persistent underperformance as a sign of deeper valuation or demand risks.

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 prolonged post-IPO selloff, with traders citing lockup expirations and insider-share supply, a TD Cowen price-target cut, and concerns about OpenAI customer concentration, scaling, and Nvidia competition. Bears see continued selling pressure, while bulls argue the decline is overdone and point to Cerebras AI-chip technology and backlog.

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Direxion Daily Semiconductor Bull 3X Shares

SOXL is rebounding alongside semiconductor stocks after a steep, extended selloff, drawing dip buyers who see oversold conditions and continued AI-chip demand as support for a recovery. Others warn the bounce may be temporary, citing concerns about AI investment returns and debt, market uncertainty, and upcoming chip-sector earnings.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

STRKs volatile price action is being debated against concerns about token unlocks and dilution, which traders blame for persistent selling. Bulls point to Starknets quantum-resistant technology, Bitcoin integration, privacy features and possible shift to an independent Layer 1, while skeptics question whether those developments can overcome supply pressure.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is drawing attention amid a volatile AI and semiconductor rebound, as traders debate whether credit strains at AI infrastructure firms such as CoreWeave and uncertain returns on data-center spending could undermine chip demand. Dip buyers see continued AI demand and upcoming hyperscaler earnings and GTC commentary as reasons for confidence, while skeptics warn that the rally may fade.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

KTOS is drawing attention after a prolonged selloff and fresh lows, with traders debating whether high valuation, dilution and weak price action outweigh its defense-growth prospects. Bulls point to contract momentum and demand for drones and hypersonics as reasons the pullback may be an opportunity, while bears remain focused on the stocks continued decline.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is drawing attention over concerns that its debt-funded AI data-center buildout and heavy capital spending could strain cash flow, amplified by widening credit-risk indicators and broader jitters around AI infrastructure financing. Traders are split between fears that spending and customer concentration pose serious risks and the view that Oracles cloud demand and backlog can eventually justify the investment, with some buying the selloff.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

Scott Kirbys comments supporting a near-total inheritance tax have drawn sharp criticism, with some traders calling for a boycott of United. The discussion also focuses on the quarterly earnings report and recent share weakness, with traders divided between bearish concerns and potential upside if results and guidance reassure investors.

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

SE is drawing attention for a sharp pullback despite strong Q2 growth; traders blame insider share sales and technical weakness, while bulls argue the sales were planned and point to Shopee and Monee growth as reasons to buy the dip.

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KRYS Reports Positive Early Data for KB113 in Gorlin Syndrome

Krystal Biotech reports promising early results for KB113, with tumor regression seen in more than 80% of assessed lesions in an early Gorlin syndrome study.

Krystal Biotech Reports Over 80% Lesion Reduction in Rare Skin Cancer Trial

Krystal Biotech reports clinical updates for KB113, showing over an 80% reduction in basal cell carcinoma lesions in Gorlin syndrome.read more...

Here's How Much $1000 Invested In Krystal Biotech 5 Years Ago Would Be Worth Today

Krystal Biotech (NASDAQ:KRYS) has outperformed the market over the past 5 years by 32.16% on an annualized basis producing an average annual return of 44.36%. Currently, Krystal Biotech has a market capitalization ofread more...

Here's How Much You Would Have Made Owning Krystal Biotech Stock In The Last 5 Years

Krystal Biotech (NASDAQ:KRYS) has outperformed the market over the past 5 years by 32.48% on an annualized basis producing an average annual return of 43.76%. Currently, Krystal Biotech has a market capitalization ofread more...

Krystal Stock Gains 13.4% in a Month: What Is Driving the Rally?

KRYS' Vyjuvek growth and expanding genetic medicine pipeline boost investor confidence as the company advances toward multi-product growth.

Why Is Amgen (AMGN) Up 8.6% Since Last Earnings Report?

Amgen (AMGN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Krystal Biotech (KRYS) Up 12% Since Last Earnings Report: Can It Continue?

Krystal Biotech (KRYS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Krystal Biotech (NASDAQ:KRYS) has outperformed the market over the past 5 years by 32.97% on an annualized basis producing an average annual return of 44.08%. Currently, Krystal Biotech has a market capitalization ofread more...

Krystal Biotech (KRYS) Q2 2026 Earnings Call Transcript

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If You Invested $1000 In Krystal Biotech Stock 5 Years Ago, You Would Have This Much Today

Krystal Biotech (NASDAQ:KRYS) has outperformed the market over the past 5 years by 31.0% on an annualized basis producing an average annual return of 42.63%. Currently, Krystal Biotech has a market capitalization ofread more...

Krystal Biotech, Inc. operates as a biotechnology company, which engages in discovery, development, manufacturing, and commercialization of pharmaceutical products. It offers the product, VYJUVEK. The company was founded by Krish S. Krishnan and Suma M. Krishnan on April 15, 2016 and is headquartered in Pittsburgh, PA.

Krystal Biotech Inc

KRYS Stock Rallies On Upbeat Earnings: Jefferies Ups Price Target On Sustained Vyjuvek Optimism

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Bearish Sentiment

<ul class="summary-bullets"><li>Jefferies noted that the company delivered another strong quarter, with Vyjuvek topline U.S. revenue growth re-accelerating with robust demand, reaching about 60% penetration.&nbsp;</li><li>Krystal reported Q4 diluted earnings per share of $1.70, up from the $1.52 reported in the corresponding quarter of 2024, and above an analyst estimate of $1.47.&nbsp;</li><li>Krystal’s Vyjuvek is a gene therapy approved for the treatment of Dystrophic Epidermolysis Bullosa.</li></ul> Shares of Krystal Biotech (KRYS) rose 5% on Tuesday after Jefferies hiked its price target on the stock on the heels of the company’s fourth-quarter (Q4) earnings that beat Wall Street expectations.&nbsp; Jefferies analyst Roger Song raised the firm's price target on Krystal Biotech to $371 from $310 and kept a ‘Buy’ rating on the shares after meeting with company management, as per TheFly. The new price target represents a potential upside of about 34% from the stock’s closing price on Friday.The firm noted that the company delivered another strong quarter, with Vyjuvek topline U.S. revenue growth re-accelerating with robust demand, reaching about 60% penetration and ex-U.S. expansion likely to become a 2026 growth driver. Pipeline continues to mature, with two ophthalmology programs in pivotal trials with data in 2026, and two more nearing pivotal, Jefferies added.<h2 class="st-heading-2">Krystal’s Q4 Earnings</h2>Krystal reported Q4 diluted earnings per share of $1.70, up from the $1.52 reported in the corresponding quarter of 2024, and above an analyst estimate of $1.47, according to data from Fiscal AI.The company recorded $107.1 million in Vyjuvek net product revenue for the fourth quarter, up from $91.1 million in the corresponding quarter of 2024. Vyjuvek is a gene therapy approved for the treatment of Dystrophic Epidermolysis Bullosa, a rare, inherited genetic disorder characterized by severe skin fragility, where minimal friction causes blisters, erosions, and scarring. &nbsp;The company said that it has secured over 660 reimbursement approvals for Vyjuvek in the United States and high patient demand is driving steady Vyjuvek uptake since launch in Germany, France, and Japan.For 2026, the company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.krystalbio.com/news-releases/news-release-details/krystal-biotech-announces-fourth-quarter-and-full-year-2025">expects </a>adjusted research and development as well as selling, general and administrative expenses to add up to $175 million-$195 million, lower than the $204.7 million reported for 2025.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around KRYS stock rose from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volume increased from ‘normal’ to ‘high’ levels.<a href="https://stocktwits.com/symbol/KRYS">KRYS stock</a> has gained 85% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-robotaxis-reportedly-involved-in-14-crash-incidents-since-launch/cZRWMUpR4HG">Tesla Robotaxis Reportedly Involved In 14 Crash Incidents Since Launch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Krystal Biotech logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Jefferies’ new price target represents a potential upside of about 34% from the stock’s closing price on Friday. 

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$KRYS Sold 5/13 317.66s at 334.50. Really should have sold this at 375 but I got greedy hoping for a 4-tap

Jeff

$KRYS (Krystal Biotech, maker of VYJUVEK gene therapy) says 40 of 47 Gorlin syndrome basal cell carcinomas never injected with KB113 shrank (85.1%), vs 29 of 36 injected (80.6%), in a 3-patient pilot. That's set against a ~$9.79B market value ($330.69, 16:00 ET Oct 14, 2026) and $1.10B cash and investments at June 30, 2026; US Gorlin patients could top 10,000, per Krystal. Against: open-label, eye-scored by the investigator, only 8 of 83 lesions hit ≥90% regression. FDA talks begun, plans after alignment, no date; poster at PeDRA Oct 15-17.

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