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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 and repeated tests of its yearly lows are drawing attention amid concerns about heavy debt, costly financing, refinancing needs and insider selling, alongside broader doubts about AI-infrastructure spending. Traders are split: bears see financing risks as a threat to growth, while bulls point to its backlog and AI partnerships and view the selloff as overdone; analyst upgrades and ARKs buying have not dispelled skepticism.

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 semiconductor selloff, with traders focused on CEO Hock Tans warning that some AI investing resembles gambling and his comments about capital constraints. The remarks and worries about AI spending and financing have fueled bearish sentiment, while other traders see the pullback as a buying opportunity based on Broadcoms AI-chip growth; many also complain that the stock has lagged semiconductor peers.

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 as its steep post-IPO selloff continues, with traders citing upcoming share unlocks, reported insider sales, a TD Cowen downgrade and concerns about OpenAI customer concentration and competition from Nvidia. Others argue the decline is overdone, pointing to Cerebras AI-chip technology and potential demand, while broader weakness in AI and semiconductor stocks adds pressure.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is drawing attention amid a steep selloff and worries that its debt-funded AI data-center expansion, heavy capital spending, and weak free cash flow may be difficult to finance as credit costs rise and inflation fuels rate concerns. Bears question whether its backlog and AI demand will translate into cash flow, while bulls argue Oracles cloud business and contracted demand make the pullback an opportunity.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is rebounding alongside semiconductor stocks after a steep, extended selloff, drawing dip buyers who see oversold conditions and continued AI-chip demand as support for a recovery. Others warn the bounce may be temporary, citing concerns about AI investment returns and debt, market uncertainty, and upcoming chip-sector earnings.

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. 

NBIS is drawing attention amid a sharp AI/neocloud selloff fueled by concerns about financing, debt exposure and whether infrastructure spending will earn adequate returns. Traders are divided over whether the rebound is an oversold relief move or a pause before further declines, with some arguing Nebius is better positioned than more leveraged 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 pullback and tentative rebound in AI and semiconductor stocks, as traders debate whether data-center spending can generate adequate returns and whether financing stress at firms such as CoreWeave signals broader risk. Bulls point to sustained chip demand and upcoming company updates, while bears remain concerned about AI valuations, debt exposure, and competition.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celesticas large equity offering has pressured shares, with traders citing dilution even as the capital is intended to support expansion. The selloff is being debated against the bullish AI and data-center demand outlook, prompting dip-buying while others remain concerned about volatility and the stocks valuation.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech and semiconductor rebound after the AI-related selloff has lifted QQQ, with traders debating whether it marks a durable recovery or a short-lived relief bounce. Upcoming megacap earnings and concerns about AI spending, oil prices, and inflation are keeping sentiment divided.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

JPMorgans upgrade of Intel to Neutral from Underweight, citing improving execution, is a key focus after a sharp selloff. Some traders see it as validation of the turnaround, while others dismiss the upgrade because the price target was unchanged; broader chip-sector weakness and unconfirmed foundry-deal speculation add to the debate.

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Palatin Reports Fiscal Year 2026 Financial Results and Provides Business Update

Palatin Reports Fiscal Year 2026 Financial Results and Provides Business Update Palatin Reports Fiscal Year 2026 Financial Results and Provides Business UpdatePR NewswirePRINCETON, N.J., Sept. 28, 2026 Programs are focused on rare obesity disorders associated with the melanocortin 4 receptor (MC4R...

Palatin Reports Fiscal Third Quarter 2026 Financial Results and Provides Business Update

Palatin Reports Fiscal Third Quarter 2026 Financial Results and Provides Business Update Palatin Reports Fiscal Third Quarter 2026 Financial Results and Provides Business Update PR Newswire...

Palatin Reports Second Quarter Fiscal Year 2026 Financial Results and Provides Corporate Update

Palatin Reports Second Quarter Fiscal Year 2026 Financial Results and Provides Corporate Update Palatin Reports Second Quarter Fiscal Year 2026 Financial Results and Provides Corporate Update PR...

Palatin Reports First Quarter Fiscal Year 2026 Financial Results and Provides Corporate Update

Palatin Reports First Quarter Fiscal Year 2026 Financial Results and Provides Corporate Update Palatin Reports First Quarter Fiscal Year 2026 Financial Results and Provides Corporate Update PR...

Palatin Technologies Announces Closing of Upsized $18.2 Million Public Offering with the Full Exercise of the Underwriters' Over-Allotment Option

Palatin Technologies Announces Closing of Upsized $18.2 Million Public Offering with the Full Exercise of the Underwriters' Over-Allotment Option Palatin Technologies Announces Closing of Upsized...

Top 3 Biotech Stocks That Got Retail Street Buzzing Last Week: SMMT, PTN, RXRX

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Positive expectations from key clinical trials, delisting fears and some regulatory changes triggered a flurry of discussions on Stocktwits for these tickers for the week ended April 11, 2025. 

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Palatin Technologies

Palatin reported fiscal Q4 2026 collaboration and license revenue of approximately $300K and net loss of $4.4M; FY2026 revenue was $13.2M and net loss was $8.4M.

Palatin reported $7.5M in cash and substantial doubt about continuing as a going concern, fiscal 2026 operating expenses were $21.9M versus $17.5M, and competition remains a stated risk.

Palatin's selective MC4R compounds demonstrated potent activity without MC1R agonism, a lead peptide demonstrated reductions in food intake and body weight in mice, and PL8177 showed positive Phase 2 proof-of-concept results.

Palatin Technologies, Inc. is a biopharmaceutical company, which engages in the development of medicines based on molecules that modulate the activity of the melanocortin receptor system. Its primary product candidate is marketed under the Vyleesi brand, the trade name for bremelanotide, which is used for the treatment of premenopausal women with acquired, generalized, hypoactive sexual desire disorder (HSDD). The company was founded by Carl Spana and John K. A. Prendergast on November 21, 1986 and is headquartered in Princeton, NJ.

Palatin Technologies Inc.

Neutral Sentiment

Summit Therapeutics Inc. (SMMT) - 1100% jump in weekly message volumeThe biopharma company saw a sharp rise in retail chatter on Stocktwits last week, driven by growing analyst optimism around its cancer drug candidate, ivonescimab — a PD-1/VEGF bispecific antibody.&nbsp;Truist, which has a 'Buy' rating and a $35 price target on the stock, called the upcoming survival data from the HARMONi-2 trial of ivonescimab in non-small cell lung cancer one of the year's most anticipated biotech readouts.According to The Fly, Truist said its in-house biostatistics expert believes the study could exceed expectations and demonstrate statistical significance.&nbsp;In a note from late March, Citi said it had developed a "strong conviction" that HARMONi-2 has a 70% chance of delivering a favorable overall survival outcome by the expected year-end update.Meanwhile, Cantor Fitzgerald highlighted co-CEO and chairman Bob Duggan's early exercise of 4 million stock options at $1.58 — roughly four years before expiration — as "quite unusual" and "quite bullish."Retail sentiment for Summit on Stocktwits flipped to 'extremely bullish' from 'neutral' last week, and the stock's year-to-date gains have reached nearly 30%.<figure class="image"><img style="aspect-ratio:1318/316;" src="https://news.stocktwits-cdn.com/Screenshot_2025_04_14_at_7_10_22_AM_png_fc435b051c.webp" alt="Screenshot 2025-04-14 at 7.10.22 AM.png" width="1318" height="316"><figcaption>SMMT retail sentiment weekly shift, as of April 11. | source: Stocktwits</figcaption></figure>Palatin Technologies Inc. (PTN) - 600% jump in weekly message volumeCranbury, New Jersey-based Palatin said Thursday that the NYSE American plans to delist its common stock after the company failed to meet the exchange's minimum stockholders' equity requirement by the April 10 deadline.Palatin said it will appeal the decision by April 25 and expects its shares to continue trading on NYSE American during the appeal process.The biopharma company, which develops drugs targeting the melanocortin receptor system, currently runs clinical trials in obesity, dry eye disease, ulcerative colitis, diabetic nephropathy, and other ocular conditions.On Stocktwits, sentiment for Palatin plunged into 'extremely bearish' territory from 'extremely bullish' last week. The stock has lost over 85% this year.<figure class="image"><img style="aspect-ratio:1318/316;" src="https://news.stocktwits-cdn.com/Screenshot_2025_04_14_at_7_10_31_AM_png_723d397ddb.webp" alt="Screenshot 2025-04-14 at 7.10.31 AM.png" width="1318" height="316"><figcaption>PTN retail sentiment weekly shift, as of April 11. | source: Stocktwits</figcaption></figure>Recursion Pharmaceuticals Inc. (RXRX) - 500% jump in weekly message volumeShares of Recursion Pharmaceuticals received a big boost last week after the U.S. health regulator unveiled&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rxrx-stock-jumps-after-hours-as-fda-eyes-ai-drug-testing/chfrEfxRbB6">plans</a> to modernize drug testing methodologies.&nbsp;The FDA said it would begin replacing traditional animal testing for monoclonal antibody therapies and other drugs with more "human-relevant" methods, including artificial intelligence (AI) models.This aligns closely with Nvidia-backed Recursion's business model, which uses AI, machine learning, and automation to accelerate drug discovery.&nbsp;On Stocktwits, sentiment for Recursion climbed into the 'extremely bullish' zone from 'bullish' last week, with the stock's year-to-date losses reducing to about 16%.<figure class="image"><img style="aspect-ratio:1318/316;" src="https://news.stocktwits-cdn.com/Screenshot_2025_04_14_at_7_34_11_AM_png_ca5ce8aae3.webp" alt="Screenshot 2025-04-14 at 7.34.11 AM.png" width="1318" height="316"><figcaption>RXRX retail sentiment weekly shift, as of April 11. | source: Stocktwits</figcaption></figure>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Summit Therapeutics company logo is seen on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

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$PTN Q4 '26 Earnings Results & Recap

Palatin reported fiscal Q4 2026 collaboration and license revenue of approximately $300K and net loss of $4.4M; FY2026 revenue was $13.2M and net loss was $8.4M.

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On October 9, 2026, Cavitation Technologies, Inc. and Alchemy Beverages Inc. entered into definitive tender offer agreements with BrightFlixx Finance (Luxembourg) S.A., replacing Cavitation Technologies' prior August 14, 2026 tender offer agreement with European Guarantee Services S.à r.l. 

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Rayvio | Market News Filter

$PTN It looks like Palatin is racing out in the peptide-patent gold rush.   Given their size and capital reserves, this is an excellent way to exploit their expertise for maximum benefit.  Much larger companies are going to start salivating over these pipelines.

Jonathan Young

$PTN @SportTrade They have removed "IND Q4". Now it's "ongoing IND" instead. That's vague. I will listen to the conference and hopefully we will get some information about why they removed Q4.

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