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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 and Goldman Sachs Buy upgrade are driving discussion, but the upgrade-fueled bounce quickly faded as traders focused on the companys heavy debt, borrowing costs, and ability to finance its AI infrastructure expansion. Dip buyers see an oversold setup and possible short squeeze, while bears warn of further losses or dilution if financing remains difficult.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXOs continued slide to fresh lows is dominating discussion, with traders pointing to weak housing and roofing demand, high rates, and analyst target cuts as pressures on the building-products roll-up. Many criticize perceived dilution and managements limited communication, while some long-term holders argue the selloff is excessive and continue buying.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

HOOD is drawing attention for a steep selloff, with traders pointing to analyst caution and target cuts, broader risk-off conditions, and weakness in crypto-related stocks as possible pressures ahead of earnings. The conversation is split between fears of further losses and dip-buying hopes that support will hold and the stock can recover.

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 for its steep slide to new lows, with many traders criticizing the companys business fundamentals and treating it as a Trump-linked meme stock; political fortunes and the approaching midterms are also cited as potential overhangs. Some traders still frame the depressed share price and merger or fusion prospects as a speculative opportunity.

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 are under pressure amid scheduled IPO lockup share releases, concerns about insider selling, and a TD Cowen price-target cut; traders also debate whether valuation, growth and OpenAI customer concentration leave room for further downside. Most discussion is bearish and frustrated, though some investors see the selloff as an oversold buying opportunity based on Cerebrass AI-chip potential.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs steep, persistent selloff and weak performance despite relatively resilient Bitcoin are dominating discussion, with traders pointing to skepticism over the AI/data-center pivot and the lack of signed tenant contracts. Frustrated bears cite management and execution concerns, while some bulls view the decline as overdone and anticipate a rebound if Bitcoin strengthens or a lease is announced.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

The FDAs acceptance of CorMedixs supplemental application for REZZAYO prophylaxis with Priority Review is driving attention, putting a decision on the expanded indication on the regulatory path. Traders see potential for a broader growth opportunity, but some are frustrated that the news has not produced a stronger share-price response; approval is not assured.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

OKLOs steep decline is being discussed alongside concerns about ongoing share dilution, limited company updates, and a long path to licensing and revenue, with traders also pointing to weakness across speculative nuclear stocks. Some see the selloff as an oversold entry tied to long-term nuclear power demand, while others question the companys valuation and ability to execute.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares are surging after bitopertins Phase 3 APOLLO trial met both co-primary and all secondary endpoints in erythropoietic protoporphyria, addressing efficacy questions behind the FDAs earlier rejection; the company plans to resubmit its application. Traders are debating whether the positive data can sustain the rally, with profit-taking and selling pressure competing against bullish views and speculation about a short squeeze.

Centrus Energy Corp. engages in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment includes various components of nuclear fuel to utilities from its global network of suppliers. The Technical Solutions segment offers advanced engineering, design, and manufacturing services to government and private sector customers, and is deploying advanced nuclear fuel production capabilities to power existing, and next-generation reactors around the world. The company was founded in October 1992 and is headquartered in Bethesda, MD.

Centrus Energy Corp - Ordinary Shares - Class A

Centrus Energy Corp 

Centrus shares are drawing attention for their steep selloff and fresh lows, with traders frequently blaming share dilution and questioning the valuation and funding needs of its capital-intensive enrichment expansion. Some see the decline as an opportunity based on long-term U.S. nuclear-fuel demand, while others remain concerned about further downside and execution risks.

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RIOT is drawing attention after a sharp selloff alongside bitcoin-mining and AI-infrastructure stocks, with traders debating whether sector weakness and concerns about the capital-intensive AI pivot are weighing on shares. Frustrated holders are questioning why RIOT lags Bitcoin, while dip buyers point to oversold conditions and look for a possible rebound.

Riot Platforms, IREN, and MARA Drop Further as Bitcoin Miners Wrestle With the AI Headwinds

Top Bitcoin mining companies pivoting to the AI industry are facing substantial challenges as investors warn about the AI bubble.read more...

Cantor Calls WULF, HUT, CORZ Stocks ‘Generational Buys’ Amid Price Target Cuts Across The Sector 

Equity

Cantor Fitzgerald said AI data center stocks have sold off broadly since their June highs, even though companies differ in management quality, contract strength and project execution.


Wall Street Bulls Look Optimistic About Riot Platforms, Inc. (RIOT): Should You Buy?

Based on the average brokerage recommendation (ABR), Riot Platforms, Inc. (RIOT) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

WULF Stock Set For Biggest Weekly Loss Of 2026, Morgan Stanley Says Shares Are ‘Mispriced’

Morgan Stanley analyst Stephen Byrd said the firm “rarely sees a stock as mispriced as WULF and other Powered Shell providers.”


Riot Platforms, Inc. (RIOT) Rises As Market Takes a Dip: Key Facts

Riot Platforms, Inc. (RIOT) closed the most recent trading day at $16.7, moving +1.4% from the previous trading session.

Noteworthy Tuesday Option Activity: RIOT, LVS, BLK

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Riot Platforms Inc (Symbol: RIOT), where a total volume of 113,276 contracts has been traded thus far today, a contract volume which is representative of approxi...

MSTR Stock Rises 60% in Three Months: Is More Upside Still Ahead?

MSTR shares surge 60% in three months as Strategy expanded its Bitcoin holdings, but steep valuation, dilution risks and volatility raise questions about upside.

MARA RIOT, GLXY Price Targets Cut At Morgan Stanley On AI Credit Concerns: Analyst Still Sees Over 100% Upside

Morgan Stanley cut its price targets on MARA Holdings, Riot Platforms, Galaxy Digital and Cipher Mining while raising targets on Hut 8 and TeraWulf.


Riot Platforms Shouldn't Be Worth More Than Cipher Digital

Key PointsCipher Digital has 3.3 more gigawatts in its portfolio than Riot Platforms...

Riot Platforms, Inc. (RIOT) Registers a Bigger Fall Than the Market: Important Facts to Note

Riot Platforms, Inc. (RIOT) concluded the recent trading session at $18.54, signifying a -2.06% move from its prior day's close.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Neutral Sentiment

<ul class="summary-bullets"><li>Cantor Fitzgerald flagged rising interest rates and capitalization-rate pressures as key headwinds for AI infrastructure valuations.</li><li>It added that potential capital expenditure overruns and project execution risks are adding to investor concerns about the sector.</li><li>Despite cutting its price targets, Cantor maintained ‘Overweight’ ratings on all seven stocks.</li></ul><p>Shares of <a class="mention" data-mention="$BTC.X" data-symbol-id="BTC.X" href="https://stocktwits.com/symbol/BTC.X" target="_blank">Bitcoin</a> (BTC) miners that have expanded into AI and high-performance computing (HPC) infrastructure extended their declines in morning trade on Friday,&nbsp;with the group on track for a mostly losing week amid a broader rotation out of technology and AI-related stocks.</p><p>Cantor Fitzgerald analyst Brett Knoblauch added to the pressure by lowering price targets on seven AI data center stocks. However, he kept ‘Overweight’ ratings on all of them.&nbsp;</p><p>In a note to investors cited by TheFly, he said the group had sold off broadly since its June highs. He called TeraWulf (WULF), Hut 8 (HUT) and Core Scientific (CORZ) a “generational buy” that could rally 100% or more once AI funding fears ease.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261016_095648340_af94457efc.png" alt="koyfin_20261016_095648340.png" width="2400" height="1240"><figcaption>Price performance of former Bitcoin miners over the past month on October 16 as of 9:50 a.m. ET | Source: Koyfin</figcaption></figure><p><a href="https://stocktwits.com/symbol/HUT">HUT stock</a> fell over 4% in morning trade, while CORZ and&nbsp;<a href="https://stocktwits.com/symbol/WULF">WULF shares</a> dropped around 1% each. On Stocktwits, retail sentiment for both&nbsp;<a href="https://stocktwits.com/symbol/CORZ">CORZ</a> and WULF improved to ‘bullish’ from ‘neutral’ over the past day. Sentiment around HUT remained in the ‘bullish’ zone.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_16_100604_e66912f0f8.png" alt="Screenshot 2026-10-16 100604.png" width="1266" height="694"><figcaption>WULF stock retail sentiment on October 16 as of 10:00 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Why Are AI Infrastructure Stocks Falling?</h2><p>According to Cantor, rising interest rates and capitalization-rate pressures, potential capital expenditure overruns, execution risks, political uncertainty and growing opposition to data centers are weighing on the sector.&nbsp;</p><p>It added that investors are also increasingly concerned about the capital intensity of AI infrastructure projects and the visibility of catalysts that could support further gains.</p><h2 class="st-heading-2">Cipher Mining Gets The Biggest Price Target Cut&nbsp;</h2><p>Cipher Mining (CIFR) saw the steepest reduction, with Cantor cutting its target by a third, to $19 from $28, followed by CleanSpark (CLSK) and Core Scientific. CIFR stock and CLSK shares fell over 3.5% each in morning trade.&nbsp;</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col><col><col></colgroup><tbody><tr><td><strong>Company</strong></td><td><strong>Ticker</strong></td><td><strong>Previous price target</strong></td><td><strong>New price target</strong></td><td><strong>Implied upside</strong></td><td><strong>Rating</strong></td></tr><tr><td>Hut 8</td><td>HUT</td><td>$180</td><td>$151</td><td>106.90%</td><td>Overweight</td></tr><tr><td>Riot Platforms</td><td>RIOT</td><td>$30</td><td>$24</td><td>58.90%</td><td>Overweight</td></tr><tr><td>Core Scientific</td><td>CORZ</td><td>$39</td><td>$30</td><td>109.50%</td><td>Overweight</td></tr><tr><td>TeraWulf</td><td>WULF</td><td>$37</td><td>$30</td><td>143.10%</td><td>Overweight</td></tr><tr><td>Cipher Mining</td><td>CIFR</td><td>$28</td><td>$19</td><td>96.30%</td><td>Overweight</td></tr><tr><td>CleanSpark</td><td>CLSK</td><td>$26</td><td>$19</td><td>110.90%</td><td>Overweight</td></tr><tr><td>Keel Infrastructure</td><td>KEEL</td><td>$4</td><td>$4</td><td>62.60%</td><td>Overweight</td></tr></tbody></table></figure></div><p><i>Source: Collated from investor notes on TheFly. Implied upside is calculated from each stock's current price on Oct. 16 as of 10:20 a.m. to Cantor’s revised price target.&nbsp;</i></p><p>On Stocktwits, retail sentiment around CIFR rose to ‘extremely bullish’ from ‘bullish’ territory over the past day, while sentiment around CLSK moved to ‘bullish’ from the ‘neutral’ zone.</p><h2 class="st-heading-2">The Funding Backdrop</h2><p>The sector’s pullback has coincided with mounting concerns over the cost of funding AI infrastructure projects. CoreWeave (CRWV) shares dropped over 7.5% in morning trade on Friday, as yields on its bonds climbed above 15%.&nbsp;</p><p>The yield on the 10-year U.S. Treasury also briefly rose above 5.3% earlier this week, adding pressure to capital-intensive businesses.&nbsp;</p><p>Prior to Cantor’s repricing, Morgan Stanley also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mara-riot-glxy-price-targets-cut-at-morgan-stanley-on-ai-credit-concerns-analyst-still-sees-over-100-upside/cZD6HOyRBn9">cut price targets</a> on several Bitcoin miners expanding into AI infrastructure last week, citing&nbsp; “evolving” credit-market conditions. However, it raised its price targets on Hut 8 to $275 from $273 and TeraWulf to $65 from $62.50, leaving both well above Cantor’s revised outlook.</p><p><strong>Read also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/ai-stock-sell-off-could-catch-bearish-investors-off-guard-in-right-tail-risk/cZxKRsrRBsX"><strong>AI Stock Sell-Off Could Catch Bearish Investors Off Guard In ‘Right Tail Risk’, But Wall Street Feels Broader Market Signals Are Holding Up</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The TeraWulf logo appears on a smartphone screen and as the background on a laptop computer screen in this photo illustration in Athens, Greece, on September 3, 2025. (Photo by Nikolas Kokovlis/NurPhoto via Getty Images)

Shares of Bitcoin (BTC) miners that have expanded into AI and high-performance computing (HPC) infrastructure extended their declines in morning trade on Friday, with the group on track for a mostly losing week amid a broader rotation out of technology an

Cantor Calls WULF, HUT, CORZ Stocks ‘Generational Buys’ Amid Price Target Cuts Across The Sector

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