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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.

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.

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.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers planned ezCater acquisition has prompted debate over whether expanding into corporate catering will strengthen Uber Eats or add costly complexity, while the stocks prolonged weakness fuels frustration. Traders also differ on whether robotaxi competition threatens Ubers core business or could become another channel on its platform.

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.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBios expanded FDA approval of ANKTIVA for papillary-only bladder cancer, alongside favorable long-term bladder data, is the main focus, but shares have sold off despite the positive developments. Traders disagree over whether the decline reflects a sell-the-news move and broader biotech weakness or concerns about valuation, revenue execution, and competition; bullish claims of coordinated short pressure remain speculation.

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.

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.

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 rebounding after a steep selloff in Korean and memory stocks, amid KOSPI volatility, foreign-investor selling and concerns about Chinese memory competition and the durability of AI spending. Bulls call the decline an overreaction given strong HBM demand and low valuations, while bears see risks from a normalizing memory cycle and continued sector pressure.

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MLTX Stock On Track For Worst Week Since Last Fall As FDA Filing Date For Skin Disease Drug Draws Near

Equity

MLTX has faded since a mid-June rally on year-long hidradenitis suppurativa data and an August psoriatic arthritis readout, leaving the stock more than 75% below its 52-week high.


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DOCS Stock Soars After CEO Says Clinical AI Outperformed Anthropic, Wall Street Lifts Price Targets 

CEO Jeff Tangney said Doximity's AI recorded a 4.8% error rate versus 13.6% for Anthropic's Fable 5.


MLTX Stock Under Pressure As Investors Await Psoriatic Arthritis Trial Data  

MoonLake has consistently guided for a “mid-2026” primary endpoint readout from IZAR-1, its late-stage trial for sonelokimab in certain patients with active psoriatic arthritis. 


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<ul class="summary-bullets"><li>MoonLake plans to file with the U.S. Food and Drug Administration (FDA) by the end of September, seeking permission to sell sonelokimab for hidradenitis suppurativa.&nbsp;</li><li>By late November, the FDA should say whether it accepted the filing, whether it will review it faster, and when it will decide.</li><li>Three shots are already approved for HS: AbbVie’s Humira, Novartis’s Cosentyx, and UCB’s Bimzelx.</li></ul><p>Shares of MoonLake Immunotherapeutics (MLTX) slid about 15% this week as investors marked down the stock weeks before a planned U.S. filing for its lead drug.</p><p>MLTX &nbsp;has faded since a mid-June rally on year-long hidradenitis suppurativa data and an August psoriatic arthritis readout, leaving the stock about 80% below its 52-week high. The stock is on track to clock its worst week in about a year, if losses hold.</p><h2 class="st-heading-2">Filing Date Looms</h2><p>MoonLake plans to file with the U.S. Food and Drug Administration (FDA) by the end of September, seeking permission to sell sonelokimab for hidradenitis suppurativa, a painful condition that causes boils and tunnels under the skin. The request would cover both adults and teens. The agency has already said the existing studies can support a filing.</p><p>By late November, the FDA should say whether it accepted the file, whether it will review it faster, and when it will decide. A standard review would point to a possible U.S. launch in the second half of 2027.</p><h2 class="st-heading-2">What The Drug Did In Trials</h2><p>Sonelokimab is an experimental injection that blocks two proteins that drive inflammation. After one year in two late-stage studies, about two-thirds of adults had a large drop in skin lesions and about one-third saw their lesions disappear. Early data in teens looked similar. Safety matched earlier studies.</p><p>Doubt remains because the first look at the data, at four months, was mixed. One study succeeded. The second missed its main goal after patients on dummy treatment improved more than expected, a setback that crushed the stock a year ago. The FDA, however, later said MoonLake did not need new skin-disease trials.</p><p>In August, a late-stage study of the drug in patients with psoriatic arthritis also hit its main goal.</p><h2 class="st-heading-2">A Crowded Market</h2><p>Three shots are already approved for HS: AbbVie’s Humira, Novartis’s Cosentyx, and UCB’s Bimzelx. Other new drugs are also in development.</p><p>MoonLake says its drug design and long-term trial results can help it stand out, but it would enter a market where rivals already have years of real-world use.</p><h2 class="st-heading-2">Next Catalysts</h2><p>MoonLake ended June with $537 million in cash, enough, it says, to last into mid-2028. It has no approved product and lost $131.5 million in the first half of 2026.</p><p>The nearest catalyst for the stock is the hidradenitis filing. A second late-stage joint-disease study should finish enrolling this quarter, with results later this year. MoonLake also plans to start a late-stage trial in palmoplantar pustulosis, which has no approved U.S. treatment.</p><h2 class="st-heading-2">How Did MLTX Retail Traders React?</h2><p>On Stocktwits, retail sentiment around MLTX stock stayed ‘neutral’ over the past 24 hours, while message volume was ‘high.’</p><p>A Stocktwits user said that shorts are resorting to bashing the company for its perceived lack of announcements, as they have no arguments against its drug.</p><p><stembedurl>https://stocktwits.com/Modern_portholio_theory/message/664081954</stembedurl></p><p>Another user opined that even with approval for sonelokimab, the company will enter a crowded market. “Yes the pie is big but it will &nbsp;be divided into many little pieces. $20 is already a lot for this company,” they wrote.</p><p><stembedurl>https://stocktwits.com/Antocar/message/664076232</stembedurl></p><p>Certain analysts, however, are more bullish. Last month, H.C. Wainwright raised the firm's price target on MoonLake Immunotherapeutics to $50 from $45 and kept a Buy rating on the shares after increasing its probabilities of approval to 70% from 60% in hidradenitis suppurativa, to 60% from 50% in psoriatic arthritis, and to 50% from 40% in axial spondyloarthritis.</p><p><a href="https://stocktwits.com/symbol/MLTX">MLTX stock</a> has fallen 3% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/dell-hpe-stocks-lead-s-and-p-500-gains-oracle-s-95-b-capex-plan-lifts-ai-stocks/cZtXFJxRBb2">DELL, HPE Stocks Lead S&amp;P 500 Gains: Oracle’s $95B Capex Plan Lifts AI Stocks</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the MoonLake Immunotherapeutics (Moon Lake) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

MLTX has faded since a mid-June rally on year-long hidradenitis suppurativa data and an August psoriatic arthritis readout, leaving the stock more than 75% below its 52-week high.

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