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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.

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.

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.

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.

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.

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

United CEO Scott Kirbys support for a near-100% inheritance tax has triggered angry calls for a boycott and demands that he be removed. Other traders are focused on the upcoming earnings report and whether fuel costs will pressure results.

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.

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.

VICR is drawing attention ahead of its Q3 earnings report after repeated guidance increases tied to VPD licensing royalties. Traders are split between optimism about AI-related growth and concern that the stocks sharp swings and history of post-earnings pullbacks could weigh on the reaction.

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

Trading is centered on SpaceXs scheduled Q3 earnings report and a large insider-share unlock, with the recent pullback fueling debate over whether results could spark a rebound or whether added share supply will extend the pressure. Tesla merger speculation adds to the volatility, but traders disagree on whether a deal would be a catalyst or bring dilution concerns.

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Lilly’s Foundayo Pill Gets European Regulatory Backing – LLY Stock Heads For Best Week In Nearly Four Months

Equity

European Medicines Agency’s advisory committee recommended approval of its once-daily weight-loss pill, Foundayo.


Viking’s Key Obesity Pill Enters Phase 3 Trial –  Here’s What Investors Need To Know 

Viking is set to begin two simultaneous studies of VK2735 in a Phase 3 trial after Phase 2 showed weight reductions of up to 12.2% after 13 weeks.


Lilly vs. Novo: Inside the Milan EASD Showdown and the ETFs Poised to Win 

LLY and Novo face off at EASD as new data fuels the GLP-1 market, while ETFs offer diversified exposure to weight loss drug growth.

LLY Vs NVO: Foundayo Beats Novo’s Oral Semaglutide On Weight Loss, Blood Sugar In New Finding

Lilly’s Foundayo 17.2 mg achieved a 1.5% greater weight loss and a 0.3% greater reduction in A1C than oral semaglutide 25 mg after 52 weeks.


VKTX Stock Heads Toward Worst Day In Over A Year Just Days After Promising Weight Loss Drug Data — Here’s What’s Driving The Selloff 

Viking Therapeutics priced an upsized financing deal at a 16% discount from the stock’s closing price on Wednesday.


VKTX Stock Spikes 38% Premarket: Viking’s VK2735 Shows Promise For Weight-Loss Maintenance 

Viking Therapeutics’ experimental obesity drug showed it could preserve most patients’ prior weight loss with less frequent dosing.


Novo Nordisk Targets Over Five New Blockbusters By 2030, But NVO Stock Slides On Growth Concerns 

Novo Nordisk’s long-term growth targets failed to ease investor concerns over Eli Lilly’s obesity-drug lead, CagriSema’s comparative performance and upcoming semaglutide patent expirations.


Novo Nordisk Taps Anthropic’s Claude Science To Speed Up Drug Discovery — Here’s Everything Investors Need To Know

Novo will use Anthropic’s Claude Science in R&D to tackle scientific and drug discovery challenges, aiming to develop new medicines faster.


NVO To Present Fresh Data From Blockbuster Wegovy Pill At European Conference As Rival Eli Lilly Readies Its Own Obesity Updates

Novo said it will present 44 abstracts at the European Association for the Study of Diabetes symposium later this month.


NVO Stock: Why Morgan Stanley Is Bearish On Novo Nordisk Despite Its Weight-Loss Drug Opportunity 

Morgan Stanley downgraded Novo to ‘Underweight’ from ‘Equal Weight’ while keeping its $40 price target, a 7% downside from current levels.


Roundhill ETF Trust - Roundhill GLP-1 & Weight Loss ETF

Bearish Sentiment

<ul class="summary-bullets"><li>The EMA’s advisory committee recommended approving Foundayo for adults with obesity or those who are overweight and have related health conditions.</li><li>The committee also backed its use in adults with type 2 diabetes.</li><li>Foundayo generated $98 million in Q2 revenue.</li></ul><p>Eli Lilly (LLY) received a boost to its European business after the European Medicines Agency’s (EMA) advisory committee recommended approval of its once-daily weight-loss pill, Foundayo, on Friday.</p><p>The recommendation comes as Lilly looks to build on the success of its blockbuster weight-loss treatments, Mounjaro and Zepbound.</p><p><a class="mention" data-mention="$LLY" data-symbol-id="LLY" href="https://stocktwits.com/symbol/LLY" target="_blank">LLY shares</a> were up 1.8% at the time of writing. The stock has gained about 7.8% so far this week, heading for its best weekly gain in nearly four months.</p><h2 class="st-heading-2">Foundayo Moves Closer To European Launch</h2><p>The EMA’s Committee for Medicinal Products for Human Use recommended approving Foundayo for adults with obesity or those who are overweight and have related health conditions. The committee also backed its use in adults with type 2 diabetes.</p><p>Foundayo contains Orforglipron, which helps control blood sugar and reduce appetite. Unlike some oral GLP-1 treatments, it can be taken without food or water restrictions.</p><p>The pill is already available in the U.S., the U.K. and the United Arab Emirates. In the U.S., it received FDA approval in April for weight management, while in the U.K., it received<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.gov.uk/government/news/uk-first-in-europe-to-authorise-orforglipron-for-weight-management-and-type-2-diabetes?utm_source=chatgpt.com"> approval</a> in August for both weight management and type 2 diabetes.</p><h2 class="st-heading-2">What Happens Next?</h2><p>Foundayo still requires final authorization from the European Commission, which generally issues a decision within 67 days of EMA’s recommendation. While the timeline puts a potential decision around late December, Lilly has not confirmed when commercial sales would begin.</p><p>Foundayo generated $98 million in second-quarter (Q2) revenue. However, Lilly's two blockbuster drugs generated far more. In Q2, Mounjaro generated $9.94 billion in sales, up 91% year over year, while Zepbound brought in $4.93 billion, up 46%.</p><h2 class="st-heading-2">Retail Says LLY Is Breaking Out</h2><p>Retail sentiment surrounding LLY on Stocktwits turned ‘neutral’ from ‘bearish’ over the past 24 hours, though message volumes remained ‘normal.’</p><p>One user noted that LLY stock is breaking out.</p><p><stembedurl>https://stocktwits.com/Jamtrades/message/666690626</stembedurl></p><p>LLY shares have gained more than 18% so far this year, significantly outperforming rival Novo Nordisk (NVO), whose shares have slumped more than 25% over the same period.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The entrance to the Eli Lilly factory in Kinsale, Co Cork, where weight loss drug Mounjaro is made. Picture date: Sunday May 18, 2025.

European Medicines Agency’s advisory committee recommended approval of its once-daily weight-loss pill, Foundayo.

Lilly(Eli) & Co

Roundhill GLP-1 & Weight Loss ETF

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