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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

The FDA expanded Anktivas approval to cover BCG-unresponsive papillary-only bladder cancer, broadening the treatments eligible patient population months ahead of its expected decision date. Traders largely view the decision as a major market opportunity and validation for ImmunityBio, though some are frustrated by the modest share-price response and flag valuation and dilution concerns.

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

Fears that CoreWeaves debt-heavy AI infrastructure expansion may be difficult to finance are driving the selloff, alongside concerns about whether neocloud spending can remain sustainable. Traders are split between warning of serious credit and bankruptcy risk and viewing the decline as an overreaction, with bullish arguments pointing to continued AI demand and possible Nvidia support.

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 has sold off with other neocloud stocks amid a Gartner warning about the sustainability of AI infrastructure spending, rising concerns over CoreWeaves debt, and hot inflation data that revived rate and financing-cost fears. Traders are divided between viewing the decline as a buying opportunity because AI demand remains strong and worrying that capital-intensive neoclouds may struggle to fund growth.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff, alongside hotter-than-expected inflation and concerns about AI valuations, is weighing on SOXL; traders also point to Chinese chip competition and weakness in Asian semiconductor shares. The community is split between bearish calls for further declines and dip buyers who view the selling as overdone given strong chip demand and earnings, with the funds 3x leverage amplifying the swings.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMCs record quarterly results and strong outlook, supported by AI-chip demand, dominate discussion, but shares are falling alongside a broader semiconductor selloff. Traders are split between viewing the results as evidence of resilient demand and arguing that high expectations, AI-spending concerns, and risk-off market conditions are outweighing the earnings beat.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

HOODs sharp selloff is drawing attention amid broad risk-off trading and analyst caution ahead of earnings, with traders pointing to Wells Fargos target cut and a reported Wolfe Research downgrade. Bears fear further downside, while some investors view the decline as overdone and are buying the dip.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Globals agreements with GE Vernova and Baker Hughes for equipment supporting gas-fired, off-grid power for data centers have drawn attention as traders weigh the AI-related opportunity against the potentially large capital burden. The community is skeptical of the pivot, noting that the agreements are framework arrangements and future orders depend on customer commitments.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following segments: Walmart U.S., Walmart International, and Sam's Club U.S. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club U.S. segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Deutsche Banks upgrade to Buy is supporting attention around Walmart, alongside traders view of the retailer as a defensive choice amid tech weakness and inflation concerns. Many are bullish on the rally, while others warn it may be extended and question Walmarts valuation.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is under pressure amid a broad selloff in AI and data-center stocks, with traders citing concerns about enterprise AI spending, margins and overall market weakness. A former contractors guilty plea in an alleged server-smuggling case has added legal and credibility worries, while bulls call the drop an overreaction and point to demand and backlog ahead of earnings.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

ONDS is drawing attention amid a sharp selloff that traders link to broader weakness in small-cap, tech, and drone stocks, alongside concerns about dilution and heavy shorting. Bulls point to the Regna AI collaboration with Palantir and defense business as growth opportunities, while bears question whether that growth can translate into shareholder value.

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$ARE Analysts should have already known about the declining growth of biotech in the sense that that it couldn&#39;t continue infinitely expanding at the rate it did in 2021. and they were kind of idiots to think otherwise. The 10-year historical average of price to FFO is 18.4x, in 2021 it was 24.2x, in 2024, it was 12.4x which was already about 30% lower than average. Right now we&#39;re sitting at about 6.4x which is half of what it was in 2024. I think to any reasonable analyst, which is quite hard to find nowadays, they would honestly I can continuously project a fair price to FFO range even with the current headwinds at around 9 to 12x.

Daniel Oliveira

AtMyWitsEnd

StockTwits Web

Alexandria Real Estate Equities Inc.

 Analysts should have already known about the declining growth of biotech in the sense that that it couldn't continue infinitely expanding at the rate it did in 2021. and they were kind of idiots to think otherwise. The 10-year historical average of price to FFO is 18.4x, in 2021 it was 24.2x, in 2024, it was 12.4x which was already about 30% lower than average. Right now we're sitting at about 6.4x which is half of what it was in 2024. I think to any reasonable analyst, which is quite hard to find nowadays, they would honestly I can continuously project a fair price to FFO range even with the current headwinds at around 9 to 12x.