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Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

A leak of Phase 3 data for Moderna and Mercks personalized melanoma vaccine triggered a sharp selloff. Although the combination showed benefit over Keytruda alone, traders debate whether the results fell short of expectations after a steep run-up or whether the market overreacted to positive data.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet shares are under pressure ahead of earnings, with traders focused on whether AI and data-center spending will translate into returns and how management will address capital expenditure and cash-flow concerns. Some see the pullback as a buying opportunity given the companys search, cloud, and AI businesses, while others expect further weakness amid broader tech selling and a deteriorating chart.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas post-earnings selloff is centered on concerns that heavier AI infrastructure spending and negative free cash flow could pressure returns, with the new nonvoting share structure adding to worries about potential dilution. Traders are split between viewing the decline as a buying opportunity after strong business results and fearing that AI investment costs and financing needs outweigh the growth outlook.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, and Defense. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

A sharp pullback from recent highs is driving attention, with traders attributing the weakness to broader market and aerospace-sector pressure, higher fuel costs, and possible institutional selling; these explanations remain speculative. The community is split between investors viewing the decline and ongoing buybacks as an opportunity to add, and bearish traders warning that selling may continue despite confidence in Rolls-Royces longer-term business outlook.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

AbbVies Phase 3 hidradenitis suppurativa results are driving discussion: although its drug met the trials primary endpoint, traders view its modest benefit over placebo as potentially easing competitive pressure on MoonLakes sonelokimab. Some also point to the upcoming FDA decision on whether to accept MoonLakes BLA and grant priority review, while the competitive implications remain uncertain.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias quarterly results beat expectations and AI/cloud demand surged, but shares sold off sharply as traders focused on weaker cash-flow guidance, higher restructuring costs, and managements warning that supply constraints are raising costs. The reaction is split between buyers calling the drop an overreaction to the growth story and bears concerned about cash generation and costs.

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. 

Nebiuss new Citi financing facility has become a focal point as its shares fall amid a broader selloff in AI infrastructure and neocloud stocks. Bulls view the funding as evidence the company can finance its data-center and GPU expansion, while skeptics worry that more borrowing adds risk as investors reassess the sectors capital needs.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It operates through the following segments: Uranium, Rare Earth Elements (REE), and Heavy Mineral Sands (HMS). The uranium segment engages in conventional and ISR uranium extraction, recovery and sales of uranium from mineral properties and the recycling of uranium-bearing materials generated by third parties along with the exploration, permitting and evaluation of uranium properties in the U.S. The REE segment is engaged in the company’s initiatives to progress towards full REE separation capabilities at the Mill to produce both light and heavy separated REE oxides in the coming years. The HMS segment engages in the exploration, development and recovery of HMS at the Kwale Project, Bahia Project, Vara Mada Project and the company’s equity method investments in the Donald Project JV and Tate. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Concerns about Energy Fuels planned VAC acquisition are driving attention after General Motors moved to end a major supply agreement with VACs U.S. subsidiary; the merger agreement was amended to address the dispute, possible debt repayment, and purchase-price adjustments. Traders are split between viewing those provisions as protection for shareholders and worrying that the contract dispute, acquisition costs, and potential dilution add to pressure on the shares, while some remain bullish on the longer-term rare-earth strategy.

CVS Health Corp. is a health solutions company, which engages in the provision of healthcare services. It operates through the following segments: Health Care Benefits, Health Services, Pharmacy and Consumer Wellness, and Corporate and Other. The Health Care Benefits segment operates as a health care benefits provider. The Health Services segment offers a full range of PBM solutions, delivers health care services in its medical clinics, virtually, and in the home. The Pharmacy & Consumer Wellness segment dispenses prescriptions in its retail pharmacies and through its infusion operations. The Corporate and Other Segment is involved in management and administrative expenses. The company was founded by Stanley P. Goldstein and Ralph Hoagland in 1963 and is headquartered in Woonsocket, RI.

CVS Health Corp

CVSs rebound and technical strength are drawing attention ahead of its upcoming earnings report, with traders watching whether the shares can extend their move or stall near resistance. Sentiment is split between bullish call buyers anticipating further gains and traders warning that selling pressure could return.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Crude prices are drawing attention amid fears that escalating Iran, Hormuz and Houthi-related tensions could disrupt oil shipments and supply. Bulls see a geopolitical risk premium, while bears argue that supply flows may be recovering and that unconfirmed peace-deal headlines could quickly unwind the rally.

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Stocktwits AI Roundup: Meta’s Capex, Lam’s Supply Warning Hit Tech Stocks As Netflix Disappoints

$META $NFLX $WDC $QQQ

https://stocktwits.com/news/equity/markets/stocktwits-ai-roundup-meta-s-capex-lam-s-supply-warning-hit-tech-stocks-as-netflix-disappoints/cZxy3D9RBD6

Investors will now turn their attention to next week's reports from Microsoft, Alphabet, Amazon and Intel for fresh clues.

Stocktwits

Stocktwits AI Roundup: Meta's Capex, Lam's Supply Warning Hit Tech Stocks As Netflix Disappoints

StocktwitsNews

Metas post-earnings selloff is centered on investor concerns that rising AI infrastructure spending is pressuring cash flow, despite strong revenue and advertising results; plans for nonvoting shares have also fueled dilution and governance worries. Traders are divided between viewing the pullback as a buying opportunity and questioning whether AI investments will generate sufficient returns.

Netflix Inc

Western Digital Corp.

Stocktwits AI Roundup: Meta’s Capex, Lam’s Supply Warning Hit Tech Stocks As Netflix Disappoints



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