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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 Stanleys designation of Amazon as a top pick, alongside optimism about AWS growth and AI initiatives such as Trainium, is driving attention. Many traders welcomed the sharp move, while others questioned the rally or discussed taking profits and looking for a pullback.

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 bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial for erythropoietic protoporphyria, strengthening the case for an FDA resubmission, though approval remains ahead and dizziness incidence has drawn some concern. Traders are broadly bullish on the trial result, with discussion also focused on short-covering and whether the rally can hold.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Sea shares are drawing attention after a sharp selloff and break below technical support, with traders pointing to disclosed insider selling and a DBS downgrade as possible pressures. The community is divided between expecting further declines and viewing the pullback as a buying opportunity, while some also cite weakness in Indonesian markets and broader regional macro concerns.

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 stronger-than-guided third-quarter results and upbeat 2027 EBITDA outlook have driven a sharp rally, with traders also pointing to short-covering and higher steel prices. The reaction is divided: bulls see room for continued gains, while skeptics warn the rally could fade and question whether the outlook can overcome the companys debt concerns.

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

IBRX is drawing attention for a sharp selloff despite the FDAs expanded ANKTIVA approval for papillary bladder cancer and encouraging long-term trial data. Traders debate whether the decline reflects sell-the-news profit-taking and broader biotech weakness, while others blame options-related pressure or short selling; concerns about revenue growth and future dilution also surface.

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 after a steep post-IPO selloff, with traders citing share-unlock and insider-selling pressure, valuation and growth concerns, and broader weakness in AI and semiconductor stocks. Bulls are buying the dip and arguing the decline is overdone, while bears warn that selling could continue.

Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

Sunrun Inc

Sunruns continued share-price decline and heavy short interest dominate the discussion, with traders debating whether rate-sensitive solar-sector pressures and weak guidance outweigh the companys storage, virtual-power-plant, and AI data-center potential. Some see a possible short squeeze or recovery, while others expect further downside.

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

Goldman Sachs upgrade of CoreWeave to Buy after a sharp selloff sparked a rebound attempt, but traders debated whether the call could overcome persistent selling. The main divide is between optimism about AI-compute demand and contracted backlog, and concern that heavy debt and financing costs could threaten the business.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

Almonty is drawing attention after a sharp selloff around its investor day, with traders divided over CEO Lewis Blacks presentation: some found the remarks positive, while others read his delivery as a sign of undisclosed problems. Bullish holders continue to cite the Sangdong production ramp and tungsten-supply outlook, while skeptics are focused on execution and the lack of clear reassurance.

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.

Vicors raised Q3 growth outlook, driven by royalties from its Vertical Power Delivery licensing, is fueling positioning ahead of its earnings report. Traders are split between viewing the pullback despite stronger guidance and AI-power demand as an opportunity and worrying that volatility and high expectations could leave room for further weakness.

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A sharp, high-volume rebound after a steep AI-infrastructure selloff has drawn attention to WULF, with traders highlighting CEO Paul Pragers CNBC defense of its power-and-data-center leasing model, which avoids owning rapidly depreciating chips, and bullish Morgan Stanley commentary. The community is split between viewing the move as a possible reversal and worrying that financing costs, leverage, and broader sector weakness could bring renewed selling.

No specific company, sector, or macro catalyst clearly explains the move, which appears tied to broader trading activity.

TeraWulf Rebounds 5% As CEO Distinguishes Model From Neoclouds

TeraWulf stock ticks higher premarket as CEO Paul Prager highlights 20-year contracts, Google backing, and colocation infrastructure over neocloud GPU risks.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.


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.”


IREN Expands Liquid Cooling Across AI Data Centers: Can Returns Rise?

IREN expands liquid-cooled data centers to boost AI computing capacity and revenue per MW, but $25-$30 billion in fiscal 2027 capex raises execution and financing risks.

Should Investors Hold or Fold APLD Stock After Its Q1 Earnings Miss?

Applied Digital's soaring AI infrastructure revenues and $36B in contracts signal growth, but widening losses and heavy debt cloud its outlook.

WULF Stock Gets A ‘Buy’ From TD Cowen As The AI 'Boom' Overshadows TeraWulf’s Bitcoin Mining Roots

TD Cowen analyst Michael Elias said the 9% cap rate investors use to value TeraWulf’s data center leases was too high.


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.


IREN Stock Drops 7.3% in Three Months: Is it Worth Investing Now?

IREN shares fall 7.3% in three months, but rising AI cloud revenues, major Microsoft deployments and an attractive valuation offer growth potential amid funding risks.

Can APLD's $36B Contracted Revenue Base Drive Long-Term Growth?

Applied Digital's $36B contracted revenue base offers long-term growth potential, but construction, financing and rising competition pose key challenges.

Transcript: TeraWulf Q2 2026 Earnings Conference Call

TeraWulf (NASDAQ:WULF) held its second-quarter earnings conference call on Wednesday. Below is the complete transcript from the call.
Benzinga APIs provide real-time access to earnings call transcripts and financialread more...

This account has been verified as an official WULF representative.

Verified Account

TeraWulf Inc.

TeraWulf develops and operates large-scale digital infrastructure designed for AI and high-performance computing workloads. Built on deep expertise in energy markets and grid integration, the company approaches compute infrastructure from the foundation up - securing power, developing scalable sites, and operating with disciplined execution. Led by co-founders Paul Prager and Nazar Khan.

TeraWulf Inc

Extremely Bullish 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

Core Scientific Inc

Hut 8 Corp

Riot Platforms Inc

Yes, I'm buying

No, staying away

Just holding what I have

Neocloud stocks are sliding hard today as investors reprice the group against fresh AI overspend fears following a Wall Street Journal report on $3 trillion in off-balance-sheet hyperscaler commitments. Are you buying the dip on neocloud stocks today? Vote and explain your reasoning in the comments.

Are you buying the dip on neocloud stocks today?

Stocktwits

Stocktwits Polls

Analysts and bulls are calling the recent pullback a generational buying opportunity, citing massive AI demand and deeply mispriced valuation.

The CEO is actively distancing the company from the 'neocloud' label, emphasizing a superior business model focused on power infrastructure.

Traders are highlighting high institutional ownership and heavy short interest as potential fuel for a massive upside squeeze.

Investors argue that reliable power is the ultimate constraint for AI expansion, making utility-backed infra providers the real winners.

Current Price	$12.34
Prev Close	$11.68
Open	$12.31
Dividend Yield	0.00%
50-Day Moving Average	$15.56
Beta	3.31
Avg. Volume	27.69M
PE Ratio	-2.66

52-Week High	$29.84
52-Week Low	$10.35
Market Capitalization	$5.83B
EPS (Annual)	-$1.66
Price to Book	39.57
Revenue Per Employee	$1.19M

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