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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 has focused discussion on its heavy debt, costly financing needs and insider selling, alongside concerns about broader weakness in AI infrastructure stocks. Traders are split between fears of dilution or default and hopes that contracted AI demand, analyst support and buying near recent lows could underpin a recovery.

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 steep post-IPO selloff, with traders pointing to upcoming share unlocks, reported insider selling, and a TD Cowen price-target cut as sources of pressure. The debate is whether the decline is temporary supply and AI-sector weakness or reflects deeper concerns about customer concentration, growth, and valuation; some traders see an oversold opportunity while others expect further downside.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealths quarterly earnings beat and raised full-year outlook, alongside improved medical-cost trends, are driving attention. Bulls view the results as evidence of a turnaround and welcome the rebound, while skeptics question whether the improvement will last and point to the stocks volatile reaction despite the strong report.

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 sharp, prolonged pullback and a wider semiconductor selloff, with traders debating whether concerns about AI spending, financing, and returns signal a broader downturn. Many blame CEO Hock Tans comments likening AI investing to gambling for worsening sentiment, while others view the selloff as a buying opportunity.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is drawing attention after a sharp selloff across AI-infrastructure stocks, fueled by concerns about neocloud financing, debt and whether heavy AI spending will generate sufficient returns. Traders are split on whether the rebound from oversold levels signals a recovery or a temporary bounce, with some arguing Nebius is better positioned than more debt-heavy peers.

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 rebound after a broad AI and semiconductor selloff, as traders debate whether heavy AI infrastructure spending and debt financing can generate adequate returns. Bulls point to continued chip demand and company announcements, while skeptics warn of an AI spending bubble and further sector weakness.

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 is dominated by concerns that its convertible-note financing and added shares will dilute investors, alongside weakness across AI and data-center infrastructure stocks. Bears question management, debt and execution, while some holders see the decline as an oversold pullback and remain bullish on the companys longer-term AI hosting opportunity.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers recent climb toward a 52-week high and a key round-number resistance level is driving discussion, with traders highlighting bullish chart momentum and a defensive rotation into pharma. Others question whether the move can hold, pointing to resistance and the absence of a single clear near-term catalyst.

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 under pressure at new lows, with traders linking the decline to Trumps falling approval and approaching midterms. Discussion is largely bearish, though a few see a speculative buying opportunity, while others point to concerns about the companys media-business fundamentals.

Aventus Network

Aventuss disclosure that an attacker exploited a code vulnerability to mint and sell AVT has fueled attention to the tokens sharp swings in thin markets; the team says the exploit is patched and the attacker has exited. Traders are split between hoping for a low-float rebound and worrying about concentrated holdings, supply changes, and persistent selling pressure.

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Protagonist Therapeutics (PTGX) Upgraded to Strong Buy: Here's What You Should Know

Protagonist Therapeutics (PTGX) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Here's How Much $100 Invested In Protagonist Therapeutics 10 Years Ago Would Be Worth Today

Protagonist Therapeutics (NASDAQ:PTGX) has outperformed the market over the past 10 years by 6.28% on an annualized basis producing an average annual return of 19.88%. Currently, Protagonist Therapeutics has a marketread more...

J&J Up 18% in Three Months: Buy, Sell or Hold the Stock?

JNJ's growth gets a boost from new drug launches and pipeline wins, but Stelara's patent loss and MedTech headwinds remain key risks.

J&J's Strong Pipeline Momentum Offers Multiple Growth Catalysts Ahead

JNJ's pipeline remains a key growth driver, with new launches, late-stage data and approvals supporting momentum through the rest of 2026 and beyond.

J&J's New Growth Powerhouses: Immunology and Neuroscience

J&J's immunology and neuroscience businesses are emerging as key growth engines, with new drugs helping to offset Stelara's loss of exclusivity.

4 Psoriasis Drug Stocks to Watch During Psoriasis Awareness Month 2026

PTGX, ALMS, ORKA and VNDA offer diverse psoriasis opportunities, spanning approved therapies, late-stage candidates and earlier-stage programs.

J&J Trading Above 200- & 50-Day SMAs: Buy, Sell or Hold the Stock?

J&J's growth, new drug launches and pipeline strength support the stock, despite patent, MedTech and legal headwinds.

Surging Earnings Estimates Signal Upside for Protagonist Therapeutics (PTGX) Stock

Protagonist Therapeutics (PTGX) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Protagonist Therapeutics (PTGX) Beats Q2 Earnings Estimates

Protagonist Therapeutics (PTGX) delivered earnings and revenue surprises of +8.53% and -3.12%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Alnylam Pharmaceuticals (ALNY) Misses Q2 Earnings and Revenue Estimates

Alnylam (ALNY) delivered earnings and revenue surprises of -10.24% and -2.09%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Protagonist Therapeutics, Inc. a clinical-stage biopharmaceutical company, which engages in discovering and developing peptide-based therapeutic drugs to address unmet medical needs. Its product pipeline includes PTG-300, PTG-200, and PN-943. The company was founded by Mark L. Smythe on August 22, 2006 and is headquartered in Newark, CA.

Protagonist Therapeutics Inc

Wall Street Says Johnson And Johnson’s FDA-Approved Psoriasis Drug Should Create 'Significant Value’ For Protagonist Therapeutics

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<ul class="summary-bullets"><li>Icotyde was jointly discovered by Protagonist and Johnson &amp; Johnson but it will now be commercialized by Johnson &amp; Johnson alone under a license and collaboration agreement established in 2017.&nbsp;</li><li>H.C. Wainwright analyst Douglas Tsao said that while Icotyde's approval was expected, the earlier than expected approval and "clean" label represent upside surprises.</li><li>Clear Street raised the firm's price target on Protagonist Therapeutics to $104 from $91 and kept a ‘Buy’ rating on the shares following the FDA approval of Icotyde.</li></ul><p>Wall Street on Wednesday reiterated confidence in Protagonist Therapeutics (PTGX) after John and Johnson received U.S. Food and Drug Administration’s approval for Icotyde for the treatment of moderate-to-severe plaque psoriasis.</p><p>The FDA approved the drug in adults and pediatric patients 12 years of age and older. The approval was based on four late-stage studies that met all primary endpoints and demonstrated a favorable safety profile in 2,500 patients.</p><h2 class="st-heading-2">Protagonist’s Role In Icotyde</h2><p>Icotyde was jointly discovered by Protagonist and Johnson &amp; Johnson but it will now be commercialized by Johnson &amp; Johnson alone under a license and collaboration agreement established in 2017.</p><p>FDA approval of Icotyde triggers a $50 million milestone payment to Protagonist, the company said, while adding that it is eligible eligible to receive up to $580 million in potential additional regulatory and sales milestone payments, as well as tiered royalties ranging from 6% to 10% on global net sales.</p><h2 class="st-heading-2">Analyst Take</h2><p>H.C. Wainwright analyst Douglas Tsao said that while Icotyde's approval was expected, the earlier than expected approval and "clean" label represent upside surprises. Johnson &amp; Johnson is committed to building Icotyde into a blockbuster, which should create "significant value" for Protagonist Therapeutics (PTGX), the analyst told investors in a research note.</p><p>H.C. Wainwright believes Icotyde is positioned to "transform the plaque psoriasis landscape with a differentiated label that highlights its superior efficacy and safety profile." The firm reiterated a ‘Buy’ rating on Protagonist with a $117 price target.</p><p>Clear Street raised the firm's price target on Protagonist Therapeutics to $104 from $91 and kept a ‘Buy’ rating on the shares following the FDA approval of Icotyde. The approval transitions Protagonist into a company with royalty-bearing commercial exposure, while retaining upside from lifecycle expansion and the broader pipeline, the firm said.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around PTGX stock rose from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume remained at ‘high’ levels.</p><p><a href="https://stocktwits.com/symbol/PTGX">PTGX stock</a> has gained 78% over the past 12 months.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/fed-chair-powell-says-iran-war-will-spike-inflation-in-the-near-term-but-too-soon-to-assess-impact/cZ37Nb9RIW5">Fed Chair Powell Says Iran War Will Spike Inflation In The Near Term, But Too Soon To Assess Impact</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

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The FDA approved the drug for the treatment of moderate-to-severe plaque psoriasis in adults and pediatric patients 12 years of age and older on Wednesday. 

Johnson & Johnson

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