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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

CoreWeave is under pressure amid a selloff in AI infrastructure stocks, as traders focus on its heavy debt, costly financing needs, and whether its contracted demand can support further growth. Bears fear dilution or default, while dip buyers point to the backlog and Nvidia ties; Goldmans upgrade and ARKs buying have not resolved the debate.

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.

DJT is drawing attention amid a steep selloff and negative political sentiment surrounding Trump, with traders pointing to his reported record-low approval and approaching midterms as potential headwinds. The discussion is overwhelmingly bearish, though a few traders describe the decline as a speculative buying opportunity.

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 steep selloff and fresh 52-week lows are driving discussion, with traders focused on dilution and financing concerns around its convertible-note offering, alongside broader scrutiny of AI data-center costs. Bearish reactions criticize management and the share overhang, while bulls point to long-term AI infrastructure demand and data-center contracts as reasons for optimism.

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 report is the dominant focus, with traders watching for signs that subscriber growth and viewer engagement are holding up, alongside guidance on advertising and margins. The stocks weakness and analyst target cuts have fueled bearish calls for more downside, while some traders see subdued expectations as a setup for a rebound.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

Attention is centered on Vicors upcoming quarterly results, with traders pointing to two Q3 growth-guidance increases tied to higher royalties from its Vertical Power Delivery licenses. The community is split between bullish earnings expectations and dip-buying, and concerns about volatility and the stocks history of post-earnings pullbacks.

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

Kratos steep selloff and an analysts sharp price-target cut are driving discussion, with traders debating whether the decline reflects stretched valuation and resetting growth expectations or broader weakness in defense and drone stocks. Some remain bullish on contract momentum and long-term demand for unmanned systems, while others are frustrated that positive business updates have not steadied the share price.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBios expanded FDA approval of ANKTIVA for papillary-only bladder cancer, alongside favorable long-term bladder data, is the main focus, but shares have sold off despite the positive developments. Traders disagree over whether the decline reflects a sell-the-news move and broader biotech weakness or concerns about valuation, revenue execution, and competition; bullish claims of coordinated short pressure remain speculation.

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 shares have fallen sharply to post-IPO lows, with traders pointing to lockup-related share supply, insider selling and a TD Cowen price-target cut as sources of pressure. The conversation is largely bearish over valuation, growth and customer concentration, though some investors see the selloff as an oversold buying opportunity and remain bullish on the companys AI-chip technology.

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 rebounding after a steep selloff in Korean and memory stocks, amid KOSPI volatility, foreign-investor selling and concerns about Chinese memory competition and the durability of AI spending. Bulls call the decline an overreaction given strong HBM demand and low valuations, while bears see risks from a normalizing memory cycle and continued sector pressure.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Morgan Stanley named Amazon a top pick and raised its AWS growth outlook, citing expected GPU deployments and expanding cloud demand, fueling the stocks sharp rally. Traders largely welcomed the upgrade but debated whether the move can hold, with some watching resistance and the upcoming earnings report for confirmation.

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PayPal Eyes 70-Country PYUSD Expansion With Rewards For Its Stablecoin, Despite CLARITY Act Limbo

Cryptocurrency

May Zabaneh, PayPal’s head of crypto and senior vice president, told Fortune that the company is planning to to expand its PYUSD stablecoin to 70 countries by the end of the month.

Kyndryl Blowup: JPMorgan Double Downgrades Stock After ‘Stunning’ CFO Exit, Accounting Review 

Equity

Kyndryl also announced the departure of its global controller and general counsel.


KD Stock Sinks 55% To Over 3-Year Lows – What Triggered This Selloff?

The company announced the departure of its CFO, delays in certain regulatory filings, and a lowered fiscal 2026 outlook.

Neutral Sentiment

<ul class="summary-bullets"><li>The expansion comes as the CLARITY Act remains stalled in the Senate due to disagreement over stablecoin rewards.&nbsp;</li><li>As per the last proposal, PayPal would not be able to offer rewards on stablecoin holdings since it is not the issuer of PYUSD.</li><li>Regulatory uncertainty could force PayPal to revise its rewards model or international strategy.&nbsp;</li></ul>PayPal (PYPL) is reportedly looking to expand the reach of its PayPal USD (PYUSD) stablecoin to 70 countries by the end of the month and will allow users to earn rewards on their holdings despite the current uncertainty around the CLARITY Act.May Zabaneh, the company’s head of crypto and senior vice president,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://fortune.com/2026/03/17/paypal-expands-pyusd-stablecoin-access-to-68-more-countries/">told</a> Fortune,&nbsp; that not only would users be able to send and receive PYUSD, they would also be able to earn rewards on their stablecoin holdings. So far, only users in the U.S. and U.K. are&nbsp; able to hold PYUSD, according to the company website, and are eligible to earn 4% yield annually.&nbsp;PayPal's PYUSD expansion and rewards like 4% annual yields for users could face complications due to the CLARITY Act's stalled progress in the Senate.<a href="https://stocktwits.com/symbol/PYPL/sentiment">PayPal’s stock</a> edged 0.2% higher in pre-market trade despite weakness in the broader market. Retail sentiment around the firm on Stocktwits trended in ‘bearish’ territory over the past day. Retail sentiment around&nbsp;<a href="https://stocktwits.com/coins/paypal-usd">PayPal USD</a> remained in the ‘neutral’ zone.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_17_083527_png_e7d9a5c275.webp" alt="Screenshot 2026-03-17 083527.png" width="1255" height="137"><figcaption>PYPL retail sentiment and message volume on March 17 as of 8:05 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Stablecoin Rewards Debate Stalls In Washington</h2>The CLARITY Act passed the House in 2025 but remains blocked in the Senate Banking Committee as of March, primarily over debates on stablecoin rewards. The banking industry has&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/jamie-dimon-tells-crypto-firms-to-become-a-bank/cZde3FKRI2H">opposed</a> yields, citing that it could result in deposit flight, positioning them as competition to savings accounts.&nbsp;Crypto firms like Coinbase have contended that stablecoin rewards drive user growth. While President Donald Trump has&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/trump-says-banks-are-holding-clarity-act-hostage-after-march-deadline/cZd9IFtRI53">accused</a> the banking industry of holding the CLARITY “hostage” and others in the White House have also been&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/white-house-rejects-jamie-dimon-call-for-bank-level-rules-in-clarity-act-/cZd9XsdRI5X">critical</a> of the banking industry’s lobby efforts, no clear deal has been made yet.<h2 class="st-heading-2">Policy Divide Over Crypto Rewards</h2>PYUSD's plan for rewards on holdings for international holders challenges the GENIUS Act's yield restrictions for issuers, which says that a firm can’t offer rewards on stablecoins it has not issued itself. In PayPal’s case,&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coinbase-circle-stablecoin-deal-faces-rewrite-under-genius-act/cZTcQxZRIRy">the issuer is Paxos</a>. Expansion to emerging markets adds international compliance layers, but U.S. rules could retroactively limit rewards or force restructuring.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/xrp-ethereum-outpace-bitcoin-after-btc-jump-sparks-461-m-liquidations/cZ3EcHsRIQD">XRP, Ethereum Outpace Bitcoin After BTC’s Jump To $76,000 Sparks $461M Liquidations</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

PayPal logo can be seen at its office in San Jose, California, United States on November 23, 2019. 

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