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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

CoreWeave is under pressure amid a selloff in AI infrastructure stocks, as traders focus on its heavy debt, costly financing needs, and whether its contracted demand can support further growth. Bears fear dilution or default, while dip buyers point to the backlog and Nvidia ties; Goldmans upgrade and ARKs buying have not resolved the debate.

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 amid a steep selloff and negative political sentiment surrounding Trump, with traders pointing to his reported record-low approval and approaching midterms as potential headwinds. The discussion is overwhelmingly bearish, though a few traders describe the decline as a speculative buying opportunity.

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 upcoming Q3 report is the dominant focus, with traders watching for signs that subscriber growth and viewer engagement are holding up, alongside guidance on advertising and margins. The stocks weakness and analyst target cuts have fueled bearish calls for more downside, while some traders see subdued expectations as a setup for a rebound.

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 and fresh 52-week lows are driving discussion, with traders focused on dilution and financing concerns around its convertible-note offering, alongside broader scrutiny of AI data-center costs. Bearish reactions criticize management and the share overhang, while bulls point to long-term AI infrastructure demand and data-center contracts as reasons for optimism.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is drawing attention after a sharp, volatile memory-stock selloff tied to concerns about Chinese competition, the durability of AI-driven demand, and foreign outflows from South Korea; a rebound has renewed dip-buying. Traders disagree on whether the decline is an overreaction to near-term fears or a warning that the memory cycle is normalizing.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos steep selloff and an analysts sharp price-target cut are driving discussion, with traders debating whether the decline reflects stretched valuation and resetting growth expectations or broader weakness in defense and drone stocks. Some remain bullish on contract momentum and long-term demand for unmanned systems, while others are frustrated that positive business updates have not steadied the share price.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

Attention is centered on Vicors upcoming quarterly results, with traders pointing to two Q3 growth-guidance increases tied to higher royalties from its Vertical Power Delivery licenses. The community is split between bullish earnings expectations and dip-buying, and concerns about volatility and the stocks history of post-earnings pullbacks.

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 have fallen sharply to post-IPO lows, with traders pointing to lockup-related share supply, insider selling and a TD Cowen price-target cut as sources of pressure. The conversation is largely bearish over valuation, growth and customer concentration, though some investors see the selloff as an oversold buying opportunity and remain bullish on the companys AI-chip technology.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

CRDO is drawing attention for a sharp, volatile selloff alongside weakness across AI and semiconductor stocks; traders cite risk-off trading, margin pressure, valuation concerns, and insider selling, though no single cause is established. Bulls view the decline as a pullback in an AI-data-center connectivity business with long-term demand potential, while bears question its premium valuation and selling by executives.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Morgan Stanley named Amazon a top pick, citing stronger AWS growth prospects tied to AI demand and Nvidia GPU deployments, prompting a sharp share-price rally. Traders largely welcomed the upgrade, while others questioned whether the gains would hold and pointed to earnings and nearby resistance as tests.

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Will Vertex's Kidney Disease Pipeline Be a New Growth Engine?

VRTX is expanding beyond its CF stronghold with a promising kidney disease pipeline led by povetacicept and inaxaplin.

Biotech Midweek Pulse: XBI Loses Steam After Hot 2026 Run — Here Are The Stocks And Catalysts To Watch Next

Equity

Large-cap healthcare outperformed this week: XLV gained 1.4% through Tuesday, while XBI fell 1.4% and IBB declined 0.5%.

VERA Stock Jumps 16% Premarket – Trutakna Cuts Kidney Disease Progression Risk By 76%, Full FDA Filing Planned In Q4

Vera Therapeutics stated that Trutakna's commercial launch generated more than 350 patient start forms in the first 10 weeks.

Futures Drop As Yields, Oil Prices Keep Rising

Futures Drop As Yields, Oil Prices Keep Rising

 Futures are lower - but well off session lows thanks to some well-time oil sell orders just before US traders walked in to work - as bond yields continue to make new highs, with both Nasdaq and Russell lagging the S&P which feels like...

VERA’s TRUTAKNA Stuns in Two-Year Data and Full-Approval Jackpot Is Now in Sight

Vera Therapeutics (NASDAQ:VERA) has delivered the kind of clinical readout that can fundamentally change the investment narrative around a commercial-stage biotech: its TRUTAKNA (atacicept-vymj) program has produced two-year data showing stabilization of kidney function and a dramatic reduction in kidney disease progression in patients with IgA nephropathy (IgAN).

VERA Stock Surges After Drug To Treat Rare Kidney Disease Gets FDA Approval – Retail Sees The Move As Catalyst For Vera Therapeutics

Vera Therapeutics' Trutakna received an early, fast-tracked approval from the FDA to reduce proteinuria in adults with primary IgA Nephropathy whose health is at risk of deterioration. 


Why Is Vera Therapeutics Stock Gaining Tuesday?

Vera Therapeutics (VERA) stock jumps 9% following FDA accelerated approval for its kidney disease drug Trutakna. Full analysis here.read more...

VERA Stock Rallies Ahead Of High-Stakes FDA Decision On Lead Kidney Disease Drug – Retail Sees 35% Potential Upside

The U.S. Food and Drug Administration is set to announce its decision on Atacicept later on Monday, paving the way for the potential commercialization of the drug in the U.S.

Vera Therapeutics Moves Closer To Full Approval For Kidney Disease Drug After FDA Alignment

The biotech moves a step closer to full approval in IgAN as regulators agree to an accelerated timeline for key kidney function data review.

Pictet Asset Management Holding SA Cuts Stake in Vera Therapeutics, Inc. $VERA

Pictet Asset Management Holding SA cut its stake in Vera Therapeutics, Inc. (NASDAQ:VERA - Free Report) by 3.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,392,421 shares of the company's stock after sellin...

Vera Therapeutics, Inc. is a clinical stage biotechnical company, which engages in the development and commercialization of transformative treatments for immunological diseases. Its product includes the TRUTAKNA injection. The company was founded by Marshall W. Fordyce in May 2016 and is headquartered in Brisbane, CA.

Vera Therapeutics Inc - Ordinary Shares - Class A

Bearish Sentiment

<ul class="summary-bullets"><li>Biotech still leads year-to-date, with XBI up 26% and IBB up 20%, ahead of SPY’s 12% gain.</li><li>Vera said its kidney drug Trutakna substantially slowed kidney-function decline in the Phase 3 Origin 3 study.</li><li>Ultragenyx is awaiting a Sept.19 FDA decision on UX111, its gene therapy for Sanfilippo syndrome type A.</li></ul><p>Biotech’s 2026 rally cooled this week even as drug developers delivered major clinical updates. Definium Therapeutics (DFTX), Vera Therapeutics (VERA) and GSK (GSK) led the early news cycle, while Ultragenyx Pharmaceutical (RARE) faces the week’s key remaining FDA decision.&nbsp;</p><p>Big Pharma Beats Biotech Sector</p><p>Large-cap healthcare emerged as the relative winner through Tuesday. The&nbsp;<a href="https://stocktwits.com/symbol/XLV">Health Care Select Sector SPDR Fund (XLV)</a> gained 1.4% for the week, while the&nbsp;<a href="https://stocktwits.com/symbol/XBI">SPDR S&amp;P Biotech ETF (XBI)</a> fell 1.4%. The&nbsp;<a href="https://stocktwits.com/symbol/IBB">iShares Biotechnology ETF (IBB)</a> slipped 0.5%, compared with declines of 0.9% for the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> and 1.4% for the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>.</p><p><img src="https://news.stocktwits-cdn.com/healthcare_07fe290fdc.png" alt="healthcare.png"></p><p>On Tuesday, XBI dropped 2.3% to $154.03, and IBB fell 1.3% to $202. XLV was nearly flat at $167.67, while SPY and QQQ declined 0.5% and 0.7%, respectively. However, the year-to-date picture still favors biotech: XBI has gained 26% and IBB 20%, compared with 15% for QQQ, 12% for SPY, and 9% for XLV.</p><h2 class="st-heading-2"><strong>Key Biotech Developments So Far This Week&nbsp;</strong></h2><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col></colgroup><tbody><tr><td>Day</td><td>Ticker</td><td>Development</td><td>Key Details</td></tr><tr><td>Monday</td><td>DFTX</td><td>Phase 3 anxiety win</td><td>A single 100-microgram dose of DT120 reduced anxiety scores by 9.8 points at week 12, versus 4.7 for placebo. Definium plans a pre-NDA meeting in the fourth quarter and a filing in the first half of 2027.</td></tr><tr><td>Monday</td><td>GSK</td><td>First-line Jideytro data</td><td>In 94 evaluable, previously untreated ROS1-positive lung cancer patients, GSK reported a 94% response rate and 90% progression-free survival at 12 months.</td></tr><tr><td>Monday</td><td>GSK</td><td>Small-cell lung cancer results</td><td>Median overall survival reached 18.5 months with Risvutatug Rezetecan, versus 10.3 months with Topotecan in a China-based Phase 3 trial.</td></tr><tr><td>Monday-Tuesday</td><td>IBRX</td><td>WCLC and H.C. Wainwright participation</td><td>ImmunityBio was on the conference circuit as investors tracked the commercial rollout of Anktiva.</td></tr><tr><td>Tuesday</td><td>VERA</td><td>Confirmatory ORIGIN 3 results</td><td>Mean kidney-function decline at week 52 was 0.1 with Trutakna versus 5.7 with placebo. Vera plans a fourth-quarter filing for traditional approval.</td></tr><tr><td>Tuesday</td><td>GSK</td><td>Chimagen oncology deal</td><td>GSK agreed to acquire a trispecific multiple-myeloma drug in a deal worth up to $750 million.</td></tr><tr><td>Tuesday</td><td>SMMT</td><td>Ivonescimab at WCLC</td><td>Summit and Akeso presented findings from the Harmoni-2 and global Harmoni lung-cancer programs.</td></tr><tr><td>Tuesday</td><td>BNTX, BMY</td><td>Pumitamig at WCLC</td><td>The companies presented data involving their PD-L1/VEGF bispecific antibody.</td></tr><tr><td>Tuesday</td><td>LEGN</td><td>New CEO</td><td>Legend appointed former Novartis executive Ingrid Zhang as CEO</td></tr></tbody></table></figure></div><h2 class="st-heading-2"><strong>What This Week’s Clinical Results Mean&nbsp;</strong></h2><p>Definium Therapeutics’ (DFTX) DT120 is a fast-dissolving formulation of Lysergide, the pharmaceutical form of LSD. Panorama marked its second successful Phase 3 anxiety trial and third positive late-stage study overall, including one in major depressive disorder.</p><p>GSK’s (GSK) Jideytro is already approved for previously treated ROS1-positive lung cancer after receiving an early FDA nod in July. Its next U.S. catalyst is a filing for first-line use this year. GSK is also running a global Phase 3 study of Risvutatug Rezetecan, an antibody-drug conjugate that carries a cancer-killing payload directly to targeted cells.</p><p>The WCLC presentations also highlighted rising competition among PD-(L)1/VEGF bispecific antibodies. Summit Therapeutics’ (SMMT) Ivonescimab and BioNTech (BNTX)-Bristol Myers Squibb’s (BMY) Pumitamig combine immune-checkpoint inhibition with blocking the blood supply tumors need to grow.</p><p>Vera Therapeutics’ (VERA) Origin 3 study measured eGFR, a key indicator of kidney function. Trutakna received accelerated approval in July based on reducing protein in the urine. Meanwhile, ImmunityBio’s (IBRX) main commercial focus is Anktiva, an IL-15-based immune activator approved with BCG for certain patients with bladder cancer.&nbsp;</p><h2 class="st-heading-2"><strong>New FDA Approvals Put Drug Launches In Focus&nbsp;</strong></h2><p>Scholar Rock Holding (SRRK) entered the week with its first commercial product after the FDA approved Isembyld for spinal muscular atrophy patients already receiving an SMN2-directed therapy. The drug targets myostatin, a protein that restricts muscle growth, making it the first approved muscle-targeted SMA treatment.</p><p>Telix Pharmaceuticals (TLX) received approval for Pixclara, a radioactive PET imaging agent designed to distinguish recurrent or progressing glioma from treatment-related changes. AstraZeneca (AZN), meanwhile, said the Phase 3 Serena-4 study of Camizestrant with Pfizer’s Ibrance failed to delay disease progression in first-line advanced breast cancer.&nbsp;</p><h2 class="st-heading-2"><strong>The Week’s Remaining Healthcare Catalysts&nbsp;</strong></h2><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Date</td><td>Ticker/Event</td><td>What To Watch</td></tr><tr><td>Wednesday, Sept. 16</td><td>GPCR, CMPS, ARWR, JSPR, IBRX</td><td>Final Morgan Stanley and H.C. Wainwright sessions</td></tr><tr><td>Wednesday, Sept.16</td><td>FDA PDUFA meeting</td><td>Discussion of future drug-review commitments, staffing, sponsor meetings, and manufacturing assessments.</td></tr><tr><td>Thursday, Sept.17</td><td>CMPS at Deutsche Bank Healthcare Summit</td><td>Commentary on COMP360.</td></tr><tr><td>Thursday, Sept.17</td><td>Fierce Pharma Week and Neuropsychiatric Drug Development Summit</td><td>Final sessions covering commercialization, medical affairs, and neuroscience drug development.</td></tr><tr><td>Friday, Sept.18</td><td>GSK</td><td>No Jideytro decision is pending.</td></tr><tr><td>Saturday, Sept.19</td><td>RARE - UX111</td><td>FDA decision on Ultragenyx’s gene therapy for Sanfilippo syndrome type A.</td></tr></tbody></table></figure></div><p>The FDA’s Wednesday meeting concerns the next reauthorization of the Prescription Drug User Fee Act, under which drugmakers pay fees that help fund regulatory reviews.&nbsp;</p><p>Meanwhile, Ultragenyx’s UX111 is an AAV9 gene therapy for Sanfilippo syndrome type A, an inherited disease that causes progressive and irreversible neurological decline. The firm is seeking accelerated approval and said UX111 would become the first approved treatment for the disease. The FDA’s earlier complete response letter raised concerns about manufacturing and facility-inspection matters. Since the deadline falls on Saturday, the decision could be disclosed on Friday or during the weekend.&nbsp;</p><h2 class="st-heading-2"><strong>What Biotech Investors Should Watch Next Week&nbsp;</strong></h2><p>Merck (MRK) said Monday, Sept.21 is the FDA deadline for an application seeking an updated U.S. label for Winrevair. Winrevair is approved for pulmonary arterial hypertension, a progressive disease involving elevated pressure in the arteries between the heart and lungs.&nbsp;</p><p>Additionally, Sellas Life Sciences (SLS) will present three preclinical studies of SLS009, or Tambiciclib, at the AACR Conference on Pancreatic Cancer from Sept.25 through Sept. 28. SLS009 blocks CDK9, a protein involved in activating genes cancer cells use to grow and survive. Separately, Sellas is continuing its Phase 3 Regal study of Galinpepimut-S (GPS) in acute myeloid leukemia (AML). Its final analysis will be triggered after the prespecified 80th death, and Sellas had recorded 78 events as of May.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bitcoin-slides-crypto-stocks-decline-as-trump-backed-clarity-act-fails-to-pass-senate-vote/cZto6VyRB2G">Why Did COIN, HOOD, MSTR, ASST, BMNR Stocks Fall Today?&nbsp;</a></p>

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Ultragenyx Pharmaceutical Inc

SELLAS Life Sciences Group Inc

SPDR S&P Biotech ETF

Health Care Select Sector SPDR Fund

$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	$28.92
Prev Close	$27.88
Open	$28.20
Dividend Yield	0.00%
50-Day Moving Average	$32.22
Beta	1.31
Avg. Volume	2.53M
PE Ratio	-4.93

52-Week High	$56.05
52-Week Low	$23.05
Market Capitalization	$2.01B
EPS (Annual)	-$4.66
Price to Book	5.10
Revenue Per Employee	$0.00

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