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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 steep selloff is fueling debate over its debt load, high financing costs and ability to fund AI-infrastructure expansion; bearish traders see refinancing and dilution risks, while bullish traders point to contracted demand and continued AI growth. Goldmans Buy upgrade and ARKs purchases have not eased the communitys concern about the financing outlook.

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 steep decline to fresh lows is being linked by traders to Trumps falling approval and approaching midterms, with many expressing concern that weakening political support is hurting the stocks sentiment-driven appeal. Some see the selloff as a buying opportunity, but bearish reactions dominate.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Ciphers sharp selloff is being tied mainly to its convertible-note financing and the resulting dilution and debt concerns, alongside a broader retreat in AI data-center and neocloud stocks amid scrutiny of financing costs. Traders are frustrated with management and fear further downside, while some argue the financing overhang is easing and continue to cite long-term AI-hosting demand as a reason to buy the dip.

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 upcoming Q3 earnings report is the main focus, with traders debating whether slowing growth and engagement concerns will weigh on results and guidance. Views are split: some expect further downside, while others see pessimism and recent cost and content-leadership changes as reasons for optimism.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is drawing attention after a steep selloff in memory stocks, amid weakness in South Koreas market and concerns about Chinese competitor CXMT, AI spending and memory-cycle normalization. Traders are divided between viewing the decline and rebound as a buying opportunity given the companys fundamentals and valuation, and expecting more downside from foreign selling and continued sector pressure.

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

Attention centers on Uniteds upcoming quarterly results after a sharp recent selloff, with traders debating whether demand and guidance can offset elevated fuel costs. A separate wave of criticism over CEO Scott Kirbys inheritance-tax remarks has prompted boycott and sell calls, though any business or market impact remains speculative.

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 for its prolonged selloff and repeated lows, despite defense-contract news and bullish analyst coverage. Traders debate whether the decline reflects sector pressure and an expensive valuation, alongside dilution and insider-sale concerns, or creates an opportunity based on Kratoss longer-term drone and defense growth prospects.

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

Direxion Daily Semiconductor Bull 3X Shares

A steep semiconductor selloff, amid concerns about AI spending, financing risks, and whether chip demand can justify the investment boom, has driven attention to SOXL; the funds sharp rebound has sparked a divide between dip buyers expecting a recovery and traders who see a temporary bounce before further declines. The leveraged ETF amplifies the sectors swings, and traders are watching upcoming earnings and spending commentary for evidence that AI demand remains robust.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Ahead of SpaceXs Q3 report, traders are focused on whether AI-compute investment can drive revenue growth and profitability; optimism about AI and Starlink expansion is countered by concerns about heavy spending and upcoming share unlocks. Musks pledge to give a SpaceX share to every U.S. child is also drawing attention, though implementation details remain unclear.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

A rebound in semiconductor stocks has lifted SOXX after a prolonged selloff, but traders remain divided on whether it signals stabilization or a temporary bounce. The debate centers on persistent AI-demand optimism versus concerns about spending returns, financing stress and the sectors steep decline.

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Newell Brands to Webcast Third Quarter 2026 Earnings Results

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Newell Brands, Inc. is a global consumer goods company, which engages in the business of manufacturing, marketing, and selling consumer and commercial products. It operates through the following segments: Home and Commercial Solutions, Learning and Development, Outdoor and Recreation, and Corporate. The Home and Commercial Solutions segment includes designing, manufacturing, sourcing, marketing, and distributing a diverse line of household products including kitchen appliances, food and home storage, fresh preserving, vacuum sealing, gourmet cookware, bakeware, cutlery, and home fragrance products, as well as commercial cleaning and maintenance solutions products, closet and garage organization products, hygiene systems, and material handling solutions. The Learning and Development segment focuses on writing instruments including markers, highlighters, pens, and pencils, art products, activity-based products, labeling solutions, baby gear, and infant care products. The Outdoor and Recreation segment offers global consumer active lifestyle products for outdoor and outdoor-related activities including technical apparel and on-the-go beverageware. The Corporate segment provides general corporate services. The company was founded in 1903 and is headquartered in Atlanta, GA.

Newell Brands Inc

AMCX, NWL Stocks Hit Fresh 52-Week Highs – Here’s What Wall Street Is Saying About ‘The Walking Dead’ Licensing Deal With Netflix

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Neutral Sentiment

<ul class="summary-bullets"><li>Morgan Stanley said the licensing deal underscores the value of proven and lasting intellectual property.</li><li>Newell Brands reported second-quarter earnings per share of $0.42, well above consensus estimates of $0.20.&nbsp;</li><li>The consumer firm also raised its full-year 2026 EPS outlook to $0.73 to $0.77, up from $0.56 to $0.60</li></ul>Shares of AMC Global Media (AMCX) and Newell Brands (NWL) climbed to new 52-week highs on Friday, supported by Wall Street’s positive reaction to AMC Global Media’s $500 million Netflix (NFLX) licensing deal for ‘The Walking Dead’ franchise and Newell’s stronger-than-expected second-quarter earnings results.At the time of writing,&nbsp;<a href="https://stocktwits.com/symbol/AMCX">AMCX stock</a> was up more than 18%, posting its biggest single-day gains since February 2023, while&nbsp;<a href="https://stocktwits.com/symbol/NWL">NWL stock</a> gained 14%.<h2 class="st-heading-2">Wells Fargo Says ‘The Walking Dead’ Licensing Deal Will Improve AMCX’s Balance Sheet</h2>On Thursday, Netflix and AMC Networks signed a five-year, $500 million global licensing deal beginning in 2027, giving the two companies co-exclusive streaming rights to the original The Walking Dead series and its six spin-offs.Following the announcement, Morgan Stanley raised its price target on AMC Global Media to $10 from $7 but kept an ‘Underweight’ rating, according to the Fly. The firm said the deal underscores the value of proven and lasting intellectual property, though it expressed concerns about AMC’s slow subscriber growth as well as long-term industry headwinds.Wells Fargo also increased its target, lifting it to $11 from $10, while maintaining an ‘Equal’ Weight rating. The firm said the long-awaited agreement should provide additional cash flow and improve AMC’s balance-sheet stability.Retail sentiment for AMCX on Stocktwits turned ‘bullish’ from ‘neutral’ over the past 24 hours, amid ‘high’ message volumes. AMCX shares have climbed more than 22% so far this year.<h2 class="st-heading-2">Newell Brands Raises FY2026 Outlook</h2>On Friday, Newell Brands reported better-than-expected second-quarter results with revenue growing 3% to $1.99 billion, just ahead of Wall Street’s estimates of $1.98 billion, according to Fiscal.ai. Earnings per share (EPS) came in at $0.42, well above consensus estimates of $0.20.&nbsp;&nbsp;The firm raised its full-year 2026 EPS outlook to $0.73 to $0.77, up from $0.56 to $0.60 previously, and raised the floor of its net sales guidance 1% to 2%, from flat to 2%. For the third quarter, Newell Brands expects net sales to grow 2% to 3%, and EPS between $0.18 and $0.20.Retail sentiment for NWL on Stocktwits flipped to ‘extremely bullish’ from ‘neutral’ over the past 24 hours, amid ‘high’ message volumes. The stock has gained around 58% year-to-date.Also read:<a href="https://stocktwits.com/news-articles/markets/equity/rivn-stock-slides-toward-biggest-monthly-drop-since-january-wall-street-flags-profitability-challenges-despite-q2-beat/cZN4fy0RJPk">&nbsp;</a><a href="https://stocktwits.com/news-articles/markets/equity/sls-stock-in-spotlight-after-vanguard-capital-discloses-beneficial-stake/cZN4WEaRJPY">SLS Stock In Spotlight After Vanguard Capital Discloses 5.19% Stake – Retail Calls It ‘Huge Vote Of Conviction’ As AML Trial Readout Nears</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a smartphone displays the logo of AMC Entertainment Holdings, Inc.

Analysts raised their price targets on AMCX stock, with Wells Fargo stating that the deal should provide additional cash flow and improve balance-sheet stability.

AMC Networks Inc - Ordinary Shares - Class A

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