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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

Amazons sharp rebound is being linked by traders to Morgan Stanley naming it a top pick on AWS growth and AI prospects, as well as AWS making its Trainium chips easier for developers to use. Bulls welcome the move and point to cloud and AI momentum, while skeptics question whether it can hold amid heavy capex and recent volatility.

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 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 is still pending. Traders are debating the significance of dizziness reported among treated patients and speculating about a short squeeze amid volatile trading.

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

A stronger-than-expected third quarter and an upbeat 2027 EBITDA outlook are driving CLFs rally, with bullish traders anticipating short covering. Others warn the outlook depends on steel prices and remain focused on the companys debt, while some see the move as a sell-the-news bounce.

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 amid a steep post-IPO selloff, with traders citing insider share sales and upcoming lockup releases as added supply pressure alongside concerns about valuation, growth and its OpenAI exposure. Bears warn of further downside, while bulls argue the decline is overdone and are buying the dip; some also attribute weakness to a broader AI and semiconductor-sector retreat.

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.

Vicor is drawing attention ahead of its Q3 report after raising its outlook twice, with traders citing higher royalties from its AI-focused Vertical Power Delivery licensing. Bulls see the pullback as a buying opportunity and expect strong results, while others point to the stocks volatility and selling despite the improved outlook.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Reported takeover interest from Lundbeck is driving speculation about a potential bid or bidding war and heightened trading activity. Xeris has said it is not for sale, leaving traders divided between treating the chatter as a credible deal catalyst and focusing on Recorlev growth and XP-8121s pipeline prospects.

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 is under pressure after a sharp selloff and technical breakdown, with traders citing recent insider share sales and an analyst downgrade as possible catalysts; some also point to weakness in Indonesian and regional markets. Bears fear further declines and criticize management, while bulls argue the business remains fundamentally strong and view the pullback as a buying opportunity.

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 FDA expansion of Anktiva plus BCG to papillary-only bladder cancer, alongside positive long-term trial data, is the main focus. The share-price decline despite those developments has prompted debate over profit-taking, broader biotech weakness and options activity, while some traders allege manipulation without substantiation.

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

Sunrun is drawing attention amid a persistent selloff and weak solar-sector sentiment, with traders pointing to interest-rate sensitivity, policy and financing concerns, and analyst target cuts. The debate is whether its AI data-center, battery-storage and virtual-power-plant initiativesand perceived high short interestcould offset those pressures; some traders view them as a potential turnaround catalyst, while others remain bearish.

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 prompted hopes for a rebound after a sharp selloff, but traders remain focused on the companys debt burden, bond-market stress, and ability to finance expansion. Bulls point to AI demand and contracted backlog as support, while bears argue those commitments may not translate into enough cash flow to cover financing needs.

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RBLX Stock Downgraded Ahead Of Earnings, Analyst Says Stock Could Fall Another 18%

Equity

Jefferies downgraded Roblox shares to ‘Underperform’ from ‘Hold’ and kept a $38 price target.


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SPDR Series Trust - State Street SPDR S&P Software & Services ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Jefferies said the stock’s roughly 30% rally since second-quarter results reflects an overly optimistic bookings outlook.</li><li>The firm expects Roblox’s recovery in U.S. and Canada users and bookings to be "longer and more costly" than the market expects.</li><li>It added that Roblox’s new discovery algorithm could limit short-term user growth by favoring games with stronger long-term retention.</li></ul><p>Roblox (<a class="mention" data-mention="$RBLX" data-symbol-id="RBLX" href="https://stocktwits.com/symbol/RBLX" target="_blank">RBLX</a>) stock fell in early morning trade on Monday after Jefferies downgraded the shares, stating that the roughly 30% rally since the company’s second-quarter results had priced in too much improvement in bookings.</p><p>Jefferies downgraded Roblox to ‘Underperform’ from ‘Hold’ while keeping its price target at $38, according to a note to investors cited by TheFly. The target implies about 18% downside from Friday’s close.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260928_074344330_e6ef4f366b.png" alt="koyfin_20260928_074344330.png" width="2400" height="1240"><figcaption><a class="mention" data-mention="$RBLX" data-symbol-id="RBLX" href="https://stocktwits.com/symbol/RBLX" target="_blank">RBLX</a> stock price performance year-to-date on September 28 as of 7:45 a.m. ET | Source: Koyfin</figcaption></figure><p><a href="https://stocktwits.com/symbol/RBLX">RBLX stock</a> fell nearly 5% in premarket trading. On Stocktwits, retail sentiment around the company remained in ‘bearish’ territory over the past day.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/edited_95acb2e8_c96a_486c_ad35_4a3b266a872918274982093036346943_0e58950de7.jpg" alt="edited_95acb2e8-c96a-486c-ad35-4a3b266a872918274982093036346943.jpg" width="960" height="1552"><figcaption><a class="mention" data-mention="$RBLX" data-symbol-id="RBLX" href="https://stocktwits.com/symbol/RBLX" target="_blank">RBLX</a> stock retail sentiment on September 28 as of 7:45 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Jefferies Sees Slower Roblox User Recovery</h2><p>Jefferies said Roblox’s 30% rise since its second-quarter results "reflects an overly optimistic view" of bookings over the next 12 months. The firm expects the recovery in users and bookings in the U.S. and Canada to be "longer and more costly" than the market expects.</p><p>Jefferies also flagged Roblox’s new discovery algorithm, which favors games with stronger long-term retention. The firm expects the algorithm change to limit short-term user growth over the next few quarters, even though it could improve engagement and the quality of the games surfaced to users over time.</p><p>Jefferies remains positive on Roblox’s efforts to expand into new game genres and attract more users aged 18 and older. Daily users in that demographic rose 32% in the second quarter.</p><h2 class="st-heading-2">Roblox Bookings Growth Slowed In Q2</h2><p>In the second quarter (Q2), Roblox&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rblx-stock-plunges-overnight-roblox-ceo-retention-bet-comes-at-the-cost-of-near-term-growth/cZNED9zRJ2V">reported</a> bookings of about $1.6 billion, up 8% from a year earlier and at the low end of its guidance. That compared with 43% growth in the first quarter.</p><p>Revenue rose 36% to about $1.5 billion, while daily active users increased 10% to 123 million. Free cash flow climbed 66% to $294 million, although the company reported a net loss of $185 million.</p><p>Management attributed the weaker bookings growth in part to lower spending per hour among younger users in the U.S. and Canada. Those players had moved away from the viral games that drove unusually high spending in 2025.</p><p>The discovery algorithm change added another layer of uncertainty. Roblox guided for third-quarter bookings to decline 14% to 18% and withdrew its full-year guidance.&nbsp;</p><h2 class="st-heading-2">Legal And Competitive Risks Add To Roblox Concerns</h2><p>Last week, a Los Angeles judge allowed Los Angeles County’s lawsuit against Roblox to proceed after rejecting the company’s attempts to have the case dismissed. The county alleges that Roblox failed to provide adequate safeguards around age verification, moderation and interactions between children and adults, exposing young users to sexual exploitation and other harmful content.</p><p>The Los Angeles case is also part of a broader wave of legal scrutiny. Other government entities, including Texas, have pursued similar claims, while an Ohio securities lawsuit alleges that Roblox misled investors about its child-safety protections.</p><p>Competition is another consideration, with Meta’s (META) new AI creation tools posing a potential challenge to Roblox’s position in user-generated content.</p><h2 class="st-heading-2">All Eyes On Q3 Earnings Next&nbsp;</h2><p>Roblox's third-quarter (Q3) report, scheduled for Wednesday, is the next test of whether bookings are recovering. Wall Street expects the company to report a loss per share of around $0.42 on $1.63 billion in revenue.</p><p><strong>Read also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/mag-7-voices-jensen-huang-elon-musk-mark-zuckerberg-shape-week-of-ai/cZMSpltRBQ3"><strong>MAG 7 Voices: Jensen Huang, Elon Musk, Mark Zuckerberg Shaped A Week Of AI Debate</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Roblox displayed on a tv screen and DualSense controller are seen in this illustration photo taken in Krakow, Poland on September 30, 2024.

Jefferies downgraded Roblox shares to ‘Underperform’ from ‘Hold’ and kept a $38 price target.

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Roblox Corp.

SPDR S&P Software & Services ETF

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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Current Price	$200.81
Prev Close	$198.17
Open	$198.82
Dividend Yield	N/A
50-Day Moving Average	$200.14
Beta	N/A
Avg. Volume	46,466.44
PE Ratio	N/A

52-Week High	$211.34
52-Week Low	$135.19
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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