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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 quarterly earnings report is the dominant focus, with traders debating whether guidance, subscriber engagement and ad growth can offset concerns about slowing growth and the content slate. Sentiment leans bearish amid the stocks decline and traders claims of repeated post-earnings selloffs, though some see low expectations as room for a rebound.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

A sharp rebound and heavy buying have fueled attention as traders anticipate the 80th-event trigger and final-analysis results for SELLASs Phase 3 REGAL trial of GPS. Some also read the CEOs anniversary remarks and planned ASH presence as possible buyout signals, but others stress there is no confirmed deal or trial result and that the price move may be trading activity.

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

SpaceXs quarterly earnings and forward guidance are the dominant focus, particularly whether AI and data-center revenue can justify heavy capital spending. Traders are split between expecting a profitable report and rally and worrying about debt, spending, valuation, and an upcoming share unlock.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets reported Willow quantum-computing advanceusing magic state cultivation to cut errors roughly 40-foldhas sparked interest, though traders question whether it will matter to the stock near term as the share price remains weak. Conversation also centers on the upcoming earnings report and whether the recent pullback is a buying opportunity or reflects broader tech and AI-spending concerns.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

SRPTs rise is being linked by traders both to strength across biotech and to the reported Silence Therapeutics acquisition, which some see as a sign of pharma interest in siRNA therapies relevant to Sareptas pipeline. Others view the move as a sector-driven bounce or short covering, and say upcoming DM1 and FSHD datanot a confirmed Sarepta-specific announcementwill be key.

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

Seas potential Monee fintech listing and launch of its Sea Cloud AI venture are fueling debate as shares sell off: some traders see a possible Monee separation and cloud investment as sources of uncertainty, while others argue the moves could unlock value and expand growth. The decline has intensified bearish technical commentary and speculation about insider selling, alongside bullish claims that the reaction is an overreaction.

Alphabet Inc - Ordinary Shares - Class C

Alphabets upcoming earnings are the main focus, with traders watching Google Cloud and Gemini for signs of growth. The discussion is divided between optimism about AI and cloud momentum and concern that heavy AI spending, alongside recent share-price weakness, could weigh on returns.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is drawing attention as traders position around the detailed Phase 3 results for its personalized melanoma cancer vaccine with Merck at ESMO, following a positive topline readout. Bulls see the data as validation of its oncology platform, while skeptics warn that the sharp rally may have priced in strong results and could reverse on a sell-the-news reaction.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM shares are falling despite a third-quarter earnings and revenue beat and a new buyback authorization, as investors focus on a narrowed full-year profit outlook with its midpoint unchanged rather than an upgrade. Traders are split between viewing the selloff as overdone given stronger cash-flow guidance and capital returns, and seeing the outlook and softer vehicle sales as reasons for caution.

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

IRENs steep selloff is drawing attention amid broader funding and return concerns for AI-focused neoclouds, with traders also questioning the companys execution, dilution and delayed Horizon capacity. Co-CEO Daniel Roberts comments that data-center construction has been cash-funded and customer prepayments help finance GPUs are cited by bulls, but have not eased the bearish debate or frustration that IREN is lagging peers.

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CRDO Stock Stares At Worst Week In 2 Years As Analysts Across Wall Street Wonder If Credo’s Optical Growth Can Keep Pace 

Equity

Wall Street tempered its optimism on Credo as several firms lowered targets, while Rosenblatt took a more constructive view. 


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<ul class="summary-bullets"><li>JPMorgan, Bank of America and Evercore ISI all lowered their Credo price targets, citing concerns about the pace of its optical growth.&nbsp;</li><li>However, all three kept bullish ratings, while BofA sees optics supporting growth through fiscal 2027-29.&nbsp;</li><li>Credo beat Q1 estimates, with revenue more than doubling and net income soaring 140%.&nbsp;</li></ul><p>Credo Technology Group (CRDO) stock is heading toward its worst week in nearly two years as Wall Street analysts cut their price targets following the company’s fiscal first-quarter (Q1) 2027 results. JPMorgan, BofA and Evercore ISI maintained bullish ratings but raised concerns about the pace of Credo’s optical business ramp.&nbsp;</p><p><a href="https://stocktwits.com/symbol/CRDO">Credo Technology stock</a> edged over 1% in Thursday’s premarket. The stock had closed its worst day since January 2025 on Thursday and has plunged 29% so far this week.&nbsp;</p><h2 class="st-heading-2">JPMorgan Flags Credo’s Optical Ramp Risks&nbsp;</h2><p>JPMorgan reduced Credo’s price target to $310 from $335 while maintaining an ‘Overweight’ rating, still implying an 87% upside to the stock’s last closing price. The firm said Credo's Q1 results showed healthy momentum across its copper and optical product lines, but warned that the company's higher expectations could fall short, particularly around the pace of its optical business expansion.</p><p>Bank of America also cut its price target to $275 from $340 while retaining a ‘Buy’ rating. The firm expects Credo's business mix to gradually move away from active electrical cables, or AECs, and increasingly toward optical products. BofA believes that transition could provide a growth opportunity for the company through fiscal 2027-29.</p><p>Evercore ISI lowered its price target to $292 from $325 but kept an ‘Outperform’ rating.&nbsp;</p><h2 class="st-heading-2">Rosenblatt Raises CRDO’s Price Target&nbsp;</h2><p>Meanwhile, Rosenblatt raised its price target for Credo Technology to $235 from $215 while keeping a ‘Neutral’ rating. After Credo’s Q1 results, the firm raised its earnings estimates for fiscal 2027 and 2028. However, it wants to see more evidence that ZF Optics and Dust Photonics PIC revenue can grow as expected before becoming more positive.&nbsp;</p><p>Credo supplies high-speed connectivity solutions used in data-center infrastructure, making its optical products particularly relevant as demand for AI computing capacity expands.</p><p>Credo Technology&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crdo-plunges-despite-q1-beat-retail-feels-stock-will-recover-strongly/cZsAfv6RJu5">delivered</a> better-than-expected Q1 results, with adjusted earnings and revenue beating forecasts. Revenue more than doubled from last year, while net income jumped 140% to a record $236.3 million.&nbsp;</p><h2 class="st-heading-2">CRDO Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory. The stock saw a 2,721% jump in message volume over the past week with an 8.6% gain in watchers.&nbsp;</p><p>A user&nbsp;<a href="https://stocktwits.com/PatriciaLoveland171/message/663508032">said</a>, “Riding the AI connectivity wave hard. Data center traffic isn't slowing down and optical/electrical interconnect demand keeps scaling with it. This whole sector feels like it's still early innings. Liking the setup here.”</p><p>CRDO stock has gained nearly 15% year-to-date.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lulu-stock-rises-overnight-michael-burry-says-lululemon-s-shareholder-base-has-completely-turned-over-ahead-of-earnings/cZsMYLGRJHD">LULU Stock Rises Overnight: Michael Burry Says Lululemon's Shareholder Base Has 'Completely Turned Over' Ahead Of Earnings</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

The logo of Credo Technology displayed on a mobile screen. (Photo illustration by Cheng Xin/Getty Images)

Wall Street tempered its optimism on Credo as several firms lowered targets, while Rosenblatt took a more constructive view.

CRDO Stock Stares At Worst Week In 2 Years As Analysts Across Wall Street Wonder If Credo’s Optical Growth Can Keep Pace

VegaShares AI Inference ETF

Credo Technology Group Holding Ltd

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