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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 drawing attention amid a semiconductor selloff, with traders focused on CEO Hock Tans warning that some AI investing resembles gambling and his comments about capital constraints. The remarks and worries about AI spending and financing have fueled bearish sentiment, while other traders see the pullback as a buying opportunity based on Broadcoms AI-chip growth; many also complain that the stock has lagged semiconductor peers.

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

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.

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.

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.

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.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

A sharp, volatile pullback in Celestica shares is drawing attention, with traders pointing to weakness across AI and data-center infrastructure stocks and continuing concern about dilution from the companys earlier equity offering. Some see the decline as an overreaction given the companys AI-related growth prospects and expect earnings to provide a catalyst, while others remain wary of the downtrend.

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.

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 drawing attention amid a steep selloff across neocloud and AI-infrastructure stocks, as traders weigh Gartners warning that massive AI investments may not generate adequate returns and question funding risks; concerns about Horizon 2 handover delays add to the debate. Sentiment is split between traders calling the shares oversold and betting on an AI-demand recovery, and those expecting further downside over execution, financing, and market risks.

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Futures Rise As Dip Buyers Rush Back Into Chips After Worst Nasdaq Week Since Liberation Day

Futures Rise As Dip Buyers Rush Back Into Chips After Worst Nasdaq Week Since Liberation Day

 US futures are higher - but well off session highs hit before the European open - as dip buyers storm back into chipmakers after the Nasdaq's worst week since the April 2025 tariff turmoil...

Kimberly-Clark Announces Successful Consent Solicitations for Kenvue Notes and Amendment to Terms of Exchange Offers

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3 Dividend Stocks to Buy in October and Hold for 20 Years

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NWL vs. KVUE: Which Stock Is the Better Value Option?

Federal Survey Of 21,990 Kids Ties COVID Shots To Autism, ADHD

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 Authored by Steve Watson via Modernity.news,

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Kimberly-Clark Corporation Announces Commencement of Exchange Offers and Consent Solicitations for Kenvue Notes

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Kenvue's Brand Strength and Innovation Strategy Support Growth

KVUE's trusted brands, innovation and productivity initiatives support growth as it strengthens its consumer health portfolio and global reach.


Kenvue, Inc. is a consumer health company, which engages in manufacturing and selling healthcare products which includes cosmetics, drugs, and medical devices. Its brands include Aveeno, BAND-AID Brand, Johnson’s, Listerine, Neutrogena, and Tylenol. It operates through the following segments: Self Care, Skin Health and Beauty, and Essential Health. The Self Care segment includes cough, cold and allergy, pain care, digestive health, and smoking cessation. The Skin Health and Beauty segment offers face and body care, and others. The Essential Health segment focuses on oral care, baby care, women's health, and wound care. The company was founded on February 23, 2022 and is headquartered in Summit, NJ.

Kenvue Inc

KVUE Stock Rises As FDA Approves Tylenol Combination Despite Trump Administration’s Pushback 

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Bullish Sentiment

<ul class="summary-bullets"><li>The green light arrives in spite of continued pressure on the Tylenol brand.</li><li>In September 2025, President Donald Trump and members of his administration claimed that acetaminophen use during pregnancy may be linked to autism.</li><li>Kenvue has repeatedly stated that decades of evidence show Tylenol is safe when used as directed.</li></ul>Shares of Kenvue (KVUE) rose about 2% on Friday after the company announced that the U.S. Food and Drug Administration has approved Tylenol with Naproxen, a new over-the-counter pain reliever.The product pairs 650 mg of acetaminophen with 220 mg of naproxen sodium in a single dose. It begins working in under 30 minutes and provides up to 12 hours of pain relief. It is opioid-free and intended for the temporary relief of pain, the company said. Clinical studies showed it provided superior pain relief compared with either acetaminophen or naproxen sodium alone.The FDA granted Kenvue three years of exclusivity for the new formulation.Tylenol with Naproxen will be available soon at major U.S. retailers nationwide, Kenvue said.<h2 class="st-heading-2">Trump Administration’s Anti-Tylenol Crusade</h2>The green light arrives despite continued pressure on the Tylenol brand. In September 2025, President Donald Trump and members of his administration claimed that acetaminophen use during pregnancy may be linked to autism, urging pregnant women to avoid the drug. The comments triggered a sharp drop in Kenvue’s stock at the time and drew widespread pushback from doctors, medical groups and international health agencies, who said the science does not support a causal link.Kenvue has repeatedly stated that decades of evidence show Tylenol is safe when used as directed.Tylenol is Kenvue’s flagship pain-relief brand and one of its most important products. Analysts estimate it generates roughly $1 billion in annual sales and accounts for about 8–10% of the company’s total revenue. It anchors the company’s Self Care segment, which delivered more than $6 billion in sales in 2025, and continues to drive innovation for the company.<h2 class="st-heading-2">How Did KVUE Retail Traders React?</h2>On Stocktwits, retail sentiment around KVUE rose from ‘neutral’ to ‘bullish’ over the past 24 hours, while message volume stayed at ‘low’ levels.<a href="https://stocktwits.com/symbol/KVUE">KVUE stock</a> has gained 12% year-to-date.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/zvra-stock-sinks-23-on-eu-setback-analyst-says-risk-is-a-headwind-but-not-insurmountable/cZZpPnzR7zJ">ZVRA Stock Sinks 23% On EU Setback — Analyst Says Risk Is ‘A Headwind, But Not Insurmountable’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Kenvue company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

The green light arrives in spite of continued pressure on the Tylenol brand.In September 2025, President Donald Trump and members of his administration claimed that acetaminophen use during pregnancy may be linked to autism.Kenvue has repeatedly stated th

The newly approved product is the first and only fixed-dose combination of acetaminophen and naproxen sodium available without a prescription.


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