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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

Goldman Sachs upgraded CoreWeave to Buy while lowering its price target, drawing attention after a sharp selloff in AI infrastructure stocks. Traders debated whether the upgrade and AI demand could support a rebound or whether heavy debt and financing concerns would keep pressure on the shares.

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

Amazons sharp rally is drawing attention after Morgan Stanley named it a top pick, citing AWS growth and AI opportunities. Traders are broadly bullish, though some question whether the move can hold and point to earnings and technical resistance as potential tests.

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

Better-than-expected third-quarter results and a substantially more upbeat 2027 earnings outlook are driving CLF attention and a sharp rally. Traders are debating whether the forecast and steel-price tailwinds can overcome debt and execution concerns, while some view the move as vulnerable to profit-taking or short-covering volatility.

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 successive insider-share unlocks and a broader AI and semiconductor pullback. Bears cite the companys high valuation, scaling concerns and OpenAI dependence, while bulls argue the decline is overdone and are buying dips.

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 BCG-unresponsive bladder cancer, alongside long-term Phase 3 data showing durable responses and cystectomy avoidance, is driving attention. Traders are frustrated by the share-price drop despite the positive developments, debating a sell-the-news reaction and broader biotech weakness versus unverified claims of short-selling pressure.

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 under pressure amid a sharp pullback, with traders pointing to repeated insider sales and a reported DBS downgrade as potential reasons for the weakness; some also cite broader Indonesia and Southeast Asia market concerns. Bulls argue the selling was planned and the business remains strong, while bears see insider selling and weak price action as warning signs.

X-Energy, Inc. engages in the development of advanced small modular nuclear reactors and fuel technology for clean energy generation. Its solutions include Xe-100 and TRISO-X. The company was founded by Kam Ghaffarian and Eben Mulder in 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-Energy Inc

Traders are focused on AEP and X-energy evaluating a potential 960-MW small modular reactor project in Indiana, with Amazon funding development and potentially buying power long termfueling optimism about nuclear power for data centers. The project remains at the evaluation stage, and enthusiasm over the opportunity is tempered by concern about XEs sharp selloff and the long path to commercial deployment.

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, supporting a planned FDA resubmission. Traders are broadly reacting positively, while debating short-squeeze potential and flagging dizziness and sharp price swings as concerns.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is drawing attention amid a volatile rebound after a sharp AI-infrastructure selloff, with traders split over whether the bounce can hold or financing concerns and contagion from CoreWeaves debt worries will bring more downside. Bulls point to durable AI-compute demand and Nebiuss comparatively stronger finances, while skeptics question the sectors capital costs and ability to earn returns.

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

Almontys investor-day webcast is driving concern, with traders criticizing CEO Lewis Blacks presentation and questioning whether it signaled an undisclosed problem. Others say the content sounded positive and see no clear negative update, leaving the selloffs cause uncertain.

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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.

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...

WULF Stock Dips After TeraWulf Doubles Muskie Data Campus Power Capacity To 1GW

Kentucky Power said TeraWulf will fund $100 million in winter bill credits for residential customers over the first 10 years.


This account has been verified as an official WULF representative.

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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?

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Stocktwits Polls

Analysts and investors are debating whether the current price represents a rare opportunity or a long-term trap.

Bullish sentiment builds around the CEO's distinction that the company operates as a powered shell provider rather than a speculative neocloud.

Investors express frustration over sector-wide volatility, frequently citing suspected institutional shorting and FUD campaigns.

Deep discussion on why data center power capacity—not chip supply—has become the critical limiting factor for AI growth.

Optimistic traders are attempting to force a reversal by setting high sell limits and discouraging borrowing for shorts.

Current Price	$12.24
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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