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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 has centered on concerns about its debt burden, distressed bond trading, and ability to finance its AI data-center expansion. Goldman Sachs Buy upgrade prompted hopes for a rebound, but traders debated whether the move could overcome financing risks, with bearish concerns about dilution or default competing with dip-buying and oversold-bounce calls.

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 fresh lows, as traders question the companys business prospects and debate whether Trumps political standing and the approaching midterms could further weaken its appeal. Sentiment is heavily bearish, though a few traders see the decline as a buying opportunity or cite possible merger and fusion developments.

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 being tied to soft residential roofing demand, housing-sector pressure and analyst target cuts, with traders also pointing to high rates and suspected dilution. Many are frustrated by the decline and managements limited communication, while some long-term holders remain optimistic about the building-products roll-up and future integration gains.

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

CBRS is drawing attention amid a steep post-IPO selloff, with traders pointing to IPO lockup share releases and reported insider selling as potential sources of pressure, alongside concerns about valuation, growth, and reliance on OpenAI. Bears expect further downside, while some bulls view the decline as overdone and are averaging in.

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

Robinhood shares are under pressure amid a sustained selloff, with analyst caution and valuation concerns ahead of earnings adding to traders worries; some also point to broader market weakness and crypto declines. The bearish mood and speculation about insider selling or unusual activity contrast with dip-buyers who see the decline as an opportunity.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is drawing attention for its steep selloff and persistent underperformance, with traders citing weakness in crypto and AI infrastructure alongside concern about its CoreWeave tenancy and delays in securing additional data-center tenants. Many blame management and a lack of communication, while some remain hopeful that Helios revenue or earnings will demonstrate the businesss potential.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Bitcoin and broader crypto-market volatility are driving attention, with traders repeatedly criticizing COIN for falling sharply on weak crypto days while lagging during rebounds. Sentiment is split between frustration over its underperformance and hopes for a recovery, with upcoming quarterly results adding to the debate.

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 REZZAYO supplemental application for priority review in invasive fungal-disease prevention is drawing attention, with traders focused on the potential label expansion and upcoming regulatory decision. Enthusiasm is tempered by frustration that the news has barely moved the share price and broader concerns about DefenCaths reimbursement and competition; acceptance does not guarantee approval.

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 surged after its Phase 3 APOLLO trial of bitopertin met both primary and all secondary endpoints in erythropoietic protoporphyria, strengthening the case for an FDA resubmission after an earlier rejection. Traders are weighing the positive results and potential short-covering against profit-taking, heavy selling, and the remaining regulatory uncertainty.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs better-than-guided third-quarter results and upbeat outlook for higher EBITDA have driven a sharp rally, with traders also discussing potential short covering. Bulls see improving steel pricing and contracts supporting a recovery, while skeptics question whether the outlook can overcome the companys debt and past volatility.

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Pump-Pain Squeezes Convenience Store Spending: Citi Says "More Subdued" Mood Among Beverage Companies

Pump-Pain Squeezes Convenience Store Spending: Citi Says "More Subdued" Mood Among Beverage Companies

 Our reporting this year has shown how skyrocketing gasoline and diesel prices at the pump are reshaping consumer spending habits at convenience stores and gas stations.?

As fuel...

Stocktwits Wall Street Wrap: Analysts Turn Bullish On Palantir, Marvell And Cava As Nike Faces Downgrade 

Equity

Analysts this week highlighted growth opportunities in artificial intelligence, concerns about consumer spending, and challenges facing established brands.


STZ Q2 Earnings Call Highlights Improving Demand and Outlook

Constellation Brands sees improving beer demand, stronger marketing and healthier inventories, raising hopes for fiscal 2027 earnings near the high end of guidance.

Premarket Movers: PEP Rises After Earnings Beat, LEVI And STZ Slide On Guidance, Analyst Cuts

PepsiCo gained after topping quarterly estimates, while Levi Strauss fell despite a profit beat, and Constellation Brands faced a fresh round of price-target reductions.

Zacks Industry Outlook Anheuser-Busch InBev, Constellation Brands, Brown-Forman and Molson Coors 

Anheuser-Busch InBev, Constellation Brands, Brown-Forman and Molson Coors have been highlighted in this Industry Outlook article.


STZ Stock Looks To Snap 7 Weeks Of Losses: Why Goldman Sachs Is Bullish Despite Slashing Price Target

Goldman Sachs keeps a ‘Buy’ rating on Constellation Brands, citing stronger brand momentum and solid earnings.  


Constellation Brands (STZ) Q2 2027 Earnings Call Transcript

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Constellation Brands Says Beer Sales Grew 3X Faster than Nearest Peer

Constellation Brands beat Q2 estimates with adjusted EPS of $3.74 and sales of $2.633 billion, driven by higher beer shipments.read more...

Modelo owner Constellation is getting creative to bring back beer drinkers as overall demand weakens

Constellation Brands beat earnings and revenue expectations as beer brands gained share, while inventory rebuilding and consumer caution clouded demand...

Constellation Brands’ Beer Turnaround Remains Unproven, BofA Says Cutting STZ Stock Price Target

CEO Nicholas Fink said September trends showed broad-based improvement beyond Labor Day timing, with strength in the club channel and acceleration as college football and other programming got underway.


Constellation Brands, Inc. engages in the production, marketing, and distribution of beer, wine, and spirits. It operates through the following segments: Beer, Wine and Spirits, Corporate Operations and Other, and Canopy. The Beer segment includes imported and craft beer brands. The Wine and Spirits segment sells wine brands across all categories-table wine, sparkling wine, and dessert wine-and across all price points. The Corporate Operations and Other segment refers to the costs of executive management, corporate development, corporate finance, human resources, internal audit, investor relations, legal, public relations, and information technology. The Canopy segment consists of canopy equity method Investments. The company was founded by Marvin Sands in 1945 and is headquartered in Rochester, NY.

Constellation Brands Inc - Ordinary Shares - Class A

Bearish Sentiment

<ul class="summary-bullets"><li>Goldman Sachs upgraded Palantir to ‘Buy’ with a $230 price target, citing growth opportunities in sovereign AI and customized software.&nbsp;</li><li>TD Cowen raised Marvell to ‘Buy’ with a 27% upside, pointing to strong AI-driven connectivity demand.</li><li>Berenberg downgraded Nike to ‘Sell’ due to weak sportswear demand and ongoing challenges in China.&nbsp;&nbsp;</li></ul><p>Wall Street analysts are betting on growth in AI and restaurants, upgrading Palantir (PLTR), Marvell Technology (MRVL) and Cava (CAVA) as fresh opportunities emerge. Nike (NKE), meanwhile, faces a steep downgrade and lower price target, while Constellation Brands (STZ) grapples with weakening beer demand. Fiserv’s (FISV) uncertain growth outlook also keeps analysts cautious.</p><h2 class="st-heading-2">Palantir Gets Bullish Call As AI Opportunities Expand</h2><p>Goldman Sachs analyst Gabriela Borges upgraded Palantir from ‘Neutral’ to ‘Buy’ and set a $230 price target, suggesting the stock could rise 18%. She believes the company could continue to perform better than the market through 2027.&nbsp;</p><p>The analyst sees room for Palantir to expand its addressable market as governments pursue sovereign AI capabilities, businesses seek customized applications, and the company develops industry-specific solutions. Goldman also noted that the stock's recent performance has left its valuation below those of comparable growth companies.&nbsp;<a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> has gained over 5% this week.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261009_041833652_cfff778f9e.png" alt="koyfin_20261009_041833652.png" width="2400" height="1240"></figure><h2 class="st-heading-2">Marvell’s Connectivity Strength Gains Upgrade</h2><p>TD Cowen analyst Sean O’Loughlin upgraded Marvell to ‘Buy’ from ‘Hold’ and raised his price target to $350 from $245, suggesting 27% upside. He expects networking products to drive growth, easing concerns about the company relying too heavily on custom AI chips.</p><p>TD Cowen believes a strong but achievable growth scenario could allow Marvell to generate more than $30 in earnings per share within three years.&nbsp;<a href="https://stocktwits.com/symbol/MRVL">Marvell stock&nbsp;</a>has climbed nearly 1% and is on track for a sixth week of gains. On Oct. 6, the chipmaker&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/marvell-investor-day-mrvl-stock-rockets-as-firm-lays-out-path-to-up-to-90-b-in-annual-revenue-by-fiscal-2031/cZDtJMyRBlE">raised</a> its revenue targets, projecting $70 billion to $90 billion in annual sales by fiscal 2031. It also increased its fiscal 2028 revenue forecast to $20 billion, driven by strong AI demand and growing data-center business.&nbsp;</p><p>Marvell expects its custom chip business to generate about $30 billion in annual revenue by fiscal 2031, with networking products contributing another $37.5 billion. Its expanded deal with Google covers AI chips and other data-center technology, with the biggest revenue impact expected from fiscal 2029 onward.&nbsp;</p><h2 class="st-heading-2">Cava’s Selloff Offers Buying Opportunity&nbsp;</h2><p>Melius Research analyst Jacob Aiken-Phillips raised&nbsp;<a href="https://stocktwits.com/symbol/CAVA">Cava stock</a> to ‘Buy’ from ‘Hold’ and lifted the price target to $95 from $90, implying a 75% upside to the stock’s last closing price. The firm believes investors have reacted too negatively to uncertainty surrounding restaurant spending and temporary food-safety concerns across the industry.</p><p>The firm sees national expansion and strong restaurant-level economics as important drivers of Cava's longer-term earnings growth and views the recent share-price decline as an attractive entry opportunity.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261009_042549580_d1fc0e1d05.png" alt="koyfin_20261009_042549580.png" width="2400" height="1240"></figure><h2 class="st-heading-2">Nike Faces Steeper Downside Forecast</h2><p>Berenberg downgraded&nbsp;<a href="https://stocktwits.com/symbol/NKE">Nike stock</a> to ‘Sell’ from ‘Hold’ and cut its price target to $27.50 from $49. The firm acknowledged that Nike's performance-oriented products remain relatively resilient but expressed concern about weaker demand in its broader sportswear business.</p><p>According to Berenberg, this weakness contributed to Nike's forecast of a high-single-digit revenue decline in fiscal 2027. The analyst expects sales pressure to persist through fiscal 2028 as competitive conditions&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nke-stock-heads-for-its-worst-year-ever-nike-s-45-plunge-tests-investor-patience-as-china-and-core-brands-weaken/cZDpqhIRBSZ">weigh</a> on the company. The company warned that its recovery would take longer than expected. Despite beating&nbsp; Q1 estimates, Nike forecast a bigger sales decline for fiscal 2027, as weakness in sportswear, Jordan Brand, and China continues. The company plans $2.5 billion in savings through restructuring and cost cuts.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261009_042749872_5b26fea019.png" alt="koyfin_20261009_042749872.png" width="2400" height="1240"></figure><h2 class="st-heading-2">Fiserv Outlook Remains Uncertain&nbsp;</h2><p>Oppenheimer downgraded<a href="https://stocktwits.com/symbol/FISV">&nbsp;Fiserv</a> to ‘Perform’ from ‘Outperform’ due to uncertainty about its sales and profit growth. However, easier comparisons with last year and steady recurring revenue could help the company perform better in the fourth quarter than in the third.&nbsp;</p><p>However, the firm cautioned that achieving the expected improvement may require stronger execution, the completion of delayed customer implementations and higher enterprise transaction volumes. Past operational setbacks and repeated forecast revisions have made the analyst cautious about the company's ability to deliver.</p><h2 class="st-heading-2">Constellation Brands Volume Disappoints</h2><p>HSBC downgraded Constellation Brands to ‘Hold’ from ‘Buy’ and cut its price target to $135 from $192. The analyst noted that Corona Extra sales fell 5% in the second quarter, despite the potential boost from the FIFA World Cup. Stronger volumes from Pacifico and Victoria helped offset some of the weakness. However, HSBC remains concerned about declining sales trends among the company's core brands and wants to see evidence of a sustained recovery before taking a more positive view.</p><p>During the Q2 earnings call, Constellation Brands CEO Nicholas Fink&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stz-stock-looks-to-snap-7-weeks-of-losses-why-goldman-sachs-is-bullish-despite-slashing-price-target/cZDUbrlRBZg">said</a> the company plans to increase beer sales through better marketing, stronger branding, and new products.</p><p>"Take Corona, for example. We put more behind Corona and got more focused on granular execution. It's not a brand that requires awareness driving; it's a brand that requires saliency. And we're seeing green shoots already. If I look at Circana data, our 12-week is better than our 52-week, and our 4-week is better than our 1-week. I'm not satisfied with where it is, but it's trending in the right direction—a lot better than it was a year ago."&nbsp;&nbsp;</p><p>He added that Modelo is also showing signs of recovery. The company plans to attract more Hispanic consumers and use major sporting events, including football season, to reach more customers in the U.S.</p><p>So far this year, PLTR and MRVL stocks gained 11% and 223%, respectively, while CAVA, FISV, NKE, and STZ stocks fell between 7% and 44%.</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dal-stock-rises-overnight-analysts-back-delta-ahead-of-q3-earnings-despite-fuel-cost-pressures/cZD6KtwRBVA">DAL Stock Rises Overnight: Analysts Back Delta Ahead Of Q3 Earnings Despite Fuel Cost Pressures</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Palantir Technologies Inc. (NASDAQ:PLTR) is expected to announce a fiscal quarter earnings report on August 3, 2026. (Photo by Mike Campbell/NurPhoto via Getty Images)

Wall Street analysts are betting on growth in AI and restaurants, upgrading Palantir (PLTR), Marvell Technology (MRVL) and Cava (CAVA) as fresh opportunities emerge. Nike (NKE), meanwhile, faces a steep downgrade and lower price target, while Constellatio

Stocktwits Wall Street Wrap: Analysts Turn Bullish On Palantir, Marvell And Cava As Nike Faces Downgrade

CAVA Group Inc

Fiserv, Inc.

Marvell Technology Inc

Nike Inc

Palantir Technologies Inc

Constellation Brands Inc

$SPCX

$NFLX

$TSLA

$META

Which earnings release are you most looking forward to this week: $SPCX, $NFLX, $TSLA, or $META? Drop a comment for others.

Current Price	$131.19
Prev Close	$131.35
Open	$130.38
Dividend Yield	2.58%
50-Day Moving Average	$125.54
Beta	0.36
Avg. Volume	2.31M
PE Ratio	11.78

52-Week High	$168.60
52-Week Low	$110.60
Market Capitalization	$22.23B
EPS (Annual)	$9.61
Price to Book	2.60
Revenue Per Employee	$972,138.30

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