<ul class="summary-bullets"><li>The request extends the mandatory waiting period to 30 days after both companies comply.</li><li>In July, MiMedx agreed to acquire Sanara in a cash-and-stock transaction at $35 per share.</li><li>The transaction was expected to close by the end of the year.</li></ul>Shares of Sanara MedTech (SMTI) and MiMedx Group (MDXG) slumped on Friday after a regulatory&nbsp;request regarding their proposed merger to form a regenerative medicine company.The Federal Trade Commission (FTC) issued a Second Request, seeking additional documents and information from both companies as part of its antitrust review, raising uncertainty about the timeline for the deal's closure.The request extends the mandatory waiting period to 30 days after both companies comply. The latest development could delay the merger beyond its original year-end target.<a href="https://stocktwits.com/symbol/SMTI">SMTI stock</a> was down 5.5%, dropping below its 50-day moving average (50-DMA) for the first time since June. Meanwhile, <a href="https://stocktwits.com/symbol/MDXG">MDXG shares</a>, which were also testing their 50-DMA, were down 2.8%.<h2 class="st-heading-2">MDXG, SMTI Expect $400M Revenue In FY2027</h2>In July, MiMedx&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/714256/000149315226035196/ex99-1.htm">agreed&nbsp;</a>to acquire Sanara in a cash-and-stock transaction at $35 per share. Sanara shareholders will receive $33 in cash and 0.4735 MiMedx shares for each share held.MiMedx said the combination aims to create a larger regenerative medicine company that caters to multiple surgical specialties, including wound care, soft-tissue repair, and bone fixation.MiMedx expects the acquisition to nearly double its surgical revenue and generate more than $20 million in annual cost savings. The combined business is targeting over $400 million in full-year 2027 revenue and adjusted earnings before interest, tax, depreciation and amortization (EBITDA) margin above 20%.<h2 class="st-heading-2">Retail Remains Bearish On MDXG, SMTI</h2>Retail sentiment surrounding both MDXG and SMTI on Stocktwits remained in the ‘bearish’ territory over the past 24 hours, amid ‘high’ message volumes.The stocks have had a contrasting 2026 so far, with SMTI shares gaining more than 44% while MDXG stock has slumped nearly 30%.Also read: <a href="https://stocktwits.com/news-articles/markets/equity/lilly-foundayo-pill-gets-european-regulatory-backing-lly-stock/cZxK4fORBso">Lilly’s Foundayo Pill Gets European Regulatory Backing – LLY Stock Heads For Best Week In Nearly Four Months</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

WASHINGTON, DC - JUNE 3: A sign is displayed on the Federal Trade Commission (FTC) Building on June 3, 2026 in Washington, DC. (Photo by Kevin Carter/Getty Images)

MiMedx-Sanara Merger Faces Fresh Regulatory Obstacle – SMTI Stock Falls Below This Key Support Level For The First Time In 4 Months

The request extends the mandatory waiting period to 30 days after both companies comply.

Equity

The Federal Trade Commission issued a Second Request on Friday, seeking additional documents and information from both companies for the merger.


Mimedx Group Inc

Sanara MedTech Inc

<ul class="summary-bullets"><li>The Competition and Markets Authority (CMA) plans to issue draft proposals requiring Apple to let consumers choose third-party digital wallets over Apple Pay for contactless transactions.&nbsp;</li><li>Apple is expected to challenge the proposal in court, maintaining that limiting NFC chip access is necessary to protect user privacy and prevent fraud.&nbsp;</li><li>Unlocking the device’s payment chip would benefit traditional lenders and digital banks such as Monzo, Revolut, and PayPal.</li></ul>Apple Inc. (AAPL) is preparing to fight U.K. antitrust regulators over proposed rule changes designed to break the tech giant’s grip on its iPhone tap-to-pay technology.The U.K.’s Competition and Markets Authority (CMA) is expected to publish consultation proposals urging Apple to alter its iOS operating system, the Financial Times reported. The proposed changes would allow iPhone users to choose alternative digital wallets for contactless payments instead of defaulting to Apple Pay.The regulator's recommendations follow its decision last year to assign Apple "strategic market status" under Britain's digital competition rules. The framework grants authorities five-year oversight powers and permits fines reaching up to 10% of a company’s annual global revenues for non-compliance.Apple is likely to challenge the CMA’s proposal in court, according to sources cited by the Financial Times. The iPhone maker has consistently argued that maintaining strict control over its Near Field Communication (NFC) chip used in contactless payments is necessary to preserve user security and prevent payment fraud. Neither Apple nor the CMA responded to requests for comment.<h2 class="st-heading-2">Market Impact And Industry Reaction</h2>Opening access to the iPhone's embedded payment chip would represent a major win for major financial institutions and fintech firms like PayPal (PYPL), Revolut, and Monzo. Banks and digital payment services have long criticized Apple for restricting tap-to-pay access and taking a 0.15% fee on credit card transactions processed via Apple Pay.Currently, Apple permits third-party access to its NFC hardware under commercial agreements that require providers to adhere to specific privacy standards and pay operational fees. However, antitrust officials argue these hurdles stifle competition and harm British consumers.Industry sources told the Financial Times that current restrictions prevent European fintech innovations from entering the U.K. market, as firms are reluctant to build separate digital wallet systems for Britain and Europe.<h2 class="st-heading-2"><a class="mention" data-mention="$AAPL" data-symbol-id="AAPL" href="https://stocktwits.com/symbol/AAPL" target="_blank">AAPL Stock</a>: Retail View&nbsp;</h2>Retail sentiment on Stockwits was ‘extremely bearish’ with ‘normal’ message volumes.&nbsp;AAPL stock has gained about 27% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Consumers shop in an APPLE smart home store in Shanghai, China, on May 13, 2025. (Photo by Costfoto/NurPhoto via Getty Images)

AAPL Stock Adds 1% As It Prepares To Tackle UK Regulators Over Apple Pay Dominance

Apple Inc. (AAPL) is preparing to fight U.K. antitrust regulators over proposed rule changes designed to break the tech giant’s grip on its iPhone tap-to-pay technology.

The U.K.’s Competition and Markets Authority is set to push Apple to open its contact-free payment infrastructure to third-party providers.

Apple Inc

<ul class="summary-bullets"><li>The proposal would assess companies using operating assets and five financial ratios.</li><li>Strategy stated that MSCI has not clearly defined what constitutes an operating company.</li><li>It also pointed out that its methodology does not align with established accounting frameworks.</li></ul>Shares of Michael Saylor-backed Strategy (MSTR) fell in midday trading on Friday, reversing Thursday’s gains, after MSCI announced it would adopt a new approach to screening companies for its global benchmark indexes that could put the Bitcoin (BTC) treasury firm’s index membership at risk.Strategy on Friday responded to the change in rules, urging MSCI to withdraw the proposal. It said that the new methodology repackages an earlier, abandoned effort to exclude companies whose digital-asset holdings account for at least 50% of their total assets.“The proposal, like the 2025 proposal that MSCI withdrew, is discriminatory, arbitrary, and misguided,” Strategy wrote in a letter to MSCI’s Equity Index Committee. The company said the changes would have little effect on its business but could damage MSCI’s reputation as a neutral index provider.<a href="https://stocktwits.com/symbol/MSTR">MSTR stock</a> fell over 6% in midday trade. On Stocktwits, retail sentiment around the firm has been trending in ‘bearish’ territory for almost three months.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_16_114658_fb9c209a0f.png" alt="Screenshot 2026-10-16 114658.png" width="1260" height="692"><figcaption>MSTR stock retail sentiment on October 16 as of 11:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Strategy Challenges MSCI’s Definition Of An ‘Operating Company’</h2>MSCI’s revised methodology would screen companies using measures of operating assets and five financial ratios, rather than relying on the previous proposal’s digital-asset ownership threshold. The updated framework is scheduled to take effect with the November index review.According to Strategy’s letter, MSCI’s proposed distinction between operating and non-operating assets relies on undefined terms that are not established under generally accepted accounting principles or International Financial Reporting Standards.It added that the proposed screen would disproportionately affect digital-asset treasury companies, despite being presented as a broader, industry-neutral policy.&nbsp;Strategy currently has 848,250 Bitcoin on its balance sheet, worth around $69 billion at&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s current price</a> of over $81,300. BTC fell around 1.25% in the last 24 hours. Retail sentiment around the apex cryptocurrency trended in ‘bearish’ territory over the past day.&nbsp;<h2 class="st-heading-2">What Does Strategy Want?</h2>The company asked MSCI to withdraw the proposal or revise it with clear definitions, objective criteria and prospective implementation. It also called for the index provider to publish its consultation record and explain the rationale behind its proposed thresholds.MSCI is expected to publish a list of potentially affected companies on Nov. 11.In a note to investors cited by TheFly, Cantor Fitzgerald raised its price target on MSTR stock to $208 from $186 and reiterated an ‘Overweight’ rating.&nbsp;The firm said fintech and digital-asset companies had largely calibrated third-quarter (Q3) expectations well, while resilient consumer spending had provided a supportive backdrop despite macroeconomic uncertainty.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ai-stock-sell-off-could-catch-bearish-investors-off-guard-in-right-tail-risk/cZxKRsrRBsX">AI Stock Sell-Off Could Catch Bearish Investors Off Guard In ‘Right Tail Risk’, But Wall Street Feels Broader Market Signals Are Holding Up</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

MicroStrategy CEO Michael Saylor speaks at the Bitcoin 2021 Convention. (Photo by Joe Raedle/Getty Images)

Strategy Pushes Back Against MSCI Index Exclusion Proposal, Calls Rules ‘Discriminatory’ 

Shares of Michael Saylor-backed Strategy (MSTR) fell in midday trading on Friday, reversing Thursday’s gains, after MSCI announced it would adopt a new approach to screening companies for its global benchmark indexes that could put the Bitcoin (BTC) treas

Strategy Pushes Back Against MSCI Index Exclusion Proposal, Calls Rules ‘Discriminatory’

In a letter to MSCI, Strategy asked MSCI to withdraw its newly proposed index eligibility framework.


Bitcoin

iShares Expanded Tech-Software Sector ETF

Strategy

T-Rex 2X Long MSTR Daily Target ETF

Invesco NASDAQ 100 ETF

<ul class="summary-bullets"><li>Manley argued that few internet companies of Uber’s scale are growing their top line by about 20% and profit by about 40% while trading at a discount to the market, according to The Fly.</li><li>Guggenheim expects autonomous-vehicle deployments in the fourth quarter of 2027 to more than double from current levels, according to Investing.com’s report.</li><li>Uber’s autonomous-vehicle division is reportedly undergoing leadership changes, with Sarfraz Maredia set to leave on November 16.</li></ul>Uber (UBER) shares were in focus on Friday after Guggenheim reiterated its ‘Buy’ rating and $125 price target, calling it a “compelling investment opportunity.”According to The Fly, analyst Taylor Manley argued that few internet companies of Uber’s scale are growing their top line by about 20% and profit by about 40% while trading at a discount to the broader market.Manley noted that consensus forecasts for Uber’s 2027 gross bookings are 9% higher than a year ago, even as the shares have meaningfully underperformed the market over the same period.&nbsp;<a href="https://stocktwits.com/symbol/UBER">UBER shares</a> traded 0.4% lower at the time of writing on Friday.<h2 class="st-heading-2">Autonomous-Vehicle Outlook</h2>Guggenheim said Uber’s valuation multiple is largely dictated by the market’s perception of its position in autonomous vehicles, with fourth-quarter 2027 deployments expected to more than double from current levels, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investing.com/news/analyst-ratings/guggenheim-reiterates-uber-stock-rating-citing-growth-and-valuation-93CH-4954074?utm_">report</a> published by Investing.com.&nbsp;Guggenheim said the three-horse leadership position had widened in 2026, partly because other competitors’ rollouts were slower than anticipated, the report added.The firm considers Uber relatively better positioned heading into 2027 than in 2026, with gross bookings forecasts implying upside to sell-side consensus.<h2 class="st-heading-2">Robotaxi Expansion Faces Leadership Changes</h2>Recently, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-10-13/uber-executive-overseeing-robotaxi-expansion-efforts-to-depart">reported</a> on October 13 that Sarfraz Maredia, Uber’s global head of autonomous mobility and delivery, will leave the company on November 16 to take a top executive role at an undisclosed company outside the transportation industry.Maredia’s responsibilities will be split between Samarth Kejriwal, who oversees driverless-vehicle operations, and Aaron Emrich, who heads autonomous delivery, Bloomberg reported.His departure follows other exits from Uber’s autonomous division this year. Guy Peterson, formerly head of business development for autonomous partnerships, joined Also as chief business officer, while former autonomous-unit legal head Lando Juarez left for Bedrock Robotics in June, according to Bloomberg.<h2 class="st-heading-2">How Retail Views UBER</h2>On Stocktwits, retail sentiment around the stock remained in ‘Extremely Bearish’ territory amid an ‘extremely high’ participation ratio in the past 24 hours.UBER shares have dropped over 12% year-to-date.Also read: <a href="https://stocktwits.com/news-articles/markets/equity/imf-chief-says-ai-is-strengthening-global-economy-but-warns-delayed-productivity-gains-could-trigger-shocks/cZxK4QKRBsY">IMF Chief Says AI Is Strengthening Global Economy — But Warns Delayed Productivity Gains Could Trigger Shocks</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An Uber on the road in Krakow, Poland, on July 4, 2024. 

Uber’s A ‘Compelling Investment Opportunity,’ Says Guggenheim – Flags Valuation Discount Versus Revenue, Profit Growth

Uber (UBER) shares were in focus on Friday after Guggenheim reiterated its ‘Buy’ rating and $125 price target, calling it a “compelling investment opportunity.”

Guggenheim reiterated its ‘Buy’ rating and $125 price target on Uber, with analyst Taylor Manley highlighting its growth profile and discount to the broader market.


Uber Technologies Inc

<ul class="summary-bullets"><li>Hyperscalers’ share of investment-grade bond issuance has risen more than tenfold over the past two years, according to the IMF.</li><li>A major cyberattack on payment and trading systems, or on access to deposits, could cause immediate losses and undermine confidence, according to Georgieva.</li><li>U.S. Treasury Undersecretary Erin Browne argued the IMF should give greater weight to AI’s potential for positive economic shocks, Reuters reported.</li></ul>International Monetary Fund (IMF) Managing Director Kristalina Georgieva warned Friday that artificial intelligence (AI) could trigger negative economic shocks if anticipated productivity gains take longer than expected, even as the technology strengthens global growth.Speaking at an IMF-World Bank panel in Bangkok alongside Anthropic co-founder Jack Clark, Georgieva said, "If there are no safeguards, then the risks may exceed the opportunities.”“Above all, we do need an ethical foundation, ​and I'm not sure we are there as a society," the IMF chief added.<h2 class="st-heading-2">Georgieva Calls For AI Safeguards</h2>Georgieva advocated a combination of industry self-regulation and government involvement, including from the U.S., China and India. She highlighted access to electricity and digital infrastructure as essential to ensuring AI's benefits are widely shared.Harvard economist Dani Rodrik also reiterated Georgieva's warning that disappointing productivity gains could result in a costly financial correction following substantial data-center investments.<h2 class="st-heading-2">IMF Flags Growing Hyperscaler Debt, Circular Financing Risks</h2>In an IMF blog titled&nbsp;"The World Can't Afford to Get&nbsp;AI Wrong," Georgieva highlighted growing financial risks stemming from hyperscalers' increasing reliance on debt to fund AI infrastructure.Their share of investment-grade bond issuance has increased more than tenfold in two years, rising from less than 1% to 10% and growing, according to the blog.Georgieva also warned about circular financing arrangements in which hyperscalers invest in AI developers that subsequently purchase computing capacity from those same companies.The IMF's October <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.imf.org/en/Publications/GFSR/Issues/2026/10/13/global-financial-stability-report-october-2026">report</a> examined 14 such transactions since 2023, identifying approximately $300 billion in equity investments and $650 billion in debt tied to $1.4 trillion in future revenue commitments.<h2 class="st-heading-2">Earnings Disappointments, Cyberattacks Could Pressure Valuations</h2>Georgieva's blog warned that significant revenue or earnings disappointments by AI developers could undermine profitability expectations and pressure equity valuations.A severe correction could spread through the leveraged, interconnected AI ecosystem, with losses potentially reaching global investors, the blog warned.She also noted that AI-powered cyberattacks targeting payments, trading systems or access to bank deposits could cause immediate losses and undermine financial confidence.However, the&nbsp;IMF estimated that AI could boost annual global economic growth by roughly half a percentage point over the next decade if productivity improvements materialize.Meanwhile, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/finance/imf-chief-urges-cooperation-ai-war-risks-us-hails-economic-momentum-2026-10-16/">reported</a> that U.S. Treasury Undersecretary Erin Browne pushed back against the IMF's emphasis on downside risks, arguing that the fund should give greater weight to AI's potential to deliver positive economic shocks.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/aapl-stock-gains-as-strong-demand-reportedly-pushes-i-phone-duo-delivery-to-december/cZxK5AjRBsm">AAPL Stock Gains As Strong Demand Reportedly Pushes iPhone Duo Delivery To December</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Kristalina Georgieva, Managing Director, International Monetary Fund, speaks onstage during the 2025 Concordia Annual Summit

IMF Chief Says AI Is Strengthening Global Economy — But Warns Delayed Productivity Gains Could Trigger Shocks

International Monetary Fund (IMF) Managing Director Kristalina Georgieva warned Friday that artificial intelligence (AI) could trigger negative economic shocks if anticipated productivity gains take longer than expected, even as the technology strengthens

Georgieva called for a mix of industry self-regulation and government involvement, including from the U.S., China and India, and said access to electricity and digital infrastructure is essential to sharing AI’s benefits widely.

Direxion Daily Semiconductor Bull 3X Shares

iShares Semiconductor ETF

<ul class="summary-bullets"><li>The EMA’s advisory committee recommended approving Foundayo for adults with obesity or those who are overweight and have related health conditions.</li><li>The committee also backed its use in adults with type 2 diabetes.</li><li>Foundayo generated $98 million in Q2 revenue.</li></ul>Eli Lilly (LLY) received a boost to its European business after the European Medicines Agency’s (EMA) advisory committee recommended approval of its once-daily weight-loss pill, Foundayo, on Friday.The recommendation comes as Lilly looks to build on the success of its blockbuster weight-loss treatments, Mounjaro and Zepbound.<a class="mention" data-mention="$LLY" data-symbol-id="LLY" href="https://stocktwits.com/symbol/LLY" target="_blank">LLY shares</a> were up 1.8% at the time of writing. The stock has gained about 7.8% so far this week, heading for its best weekly gain in nearly four months.<h2 class="st-heading-2">Foundayo Moves Closer To European Launch</h2>The EMA’s Committee for Medicinal Products for Human Use recommended approving Foundayo for adults with obesity or those who are overweight and have related health conditions. The committee also backed its use in adults with type 2 diabetes.Foundayo contains Orforglipron, which helps control blood sugar and reduce appetite. Unlike some oral GLP-1 treatments, it can be taken without food or water restrictions.The pill is already available in the U.S., the U.K. and the United Arab Emirates. In the U.S., it received FDA approval in April for weight management, while in the U.K., it received<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.gov.uk/government/news/uk-first-in-europe-to-authorise-orforglipron-for-weight-management-and-type-2-diabetes?utm_source=chatgpt.com"> approval</a> in August for both weight management and type 2 diabetes.<h2 class="st-heading-2">What Happens Next?</h2>Foundayo still requires final authorization from the European Commission, which generally issues a decision within 67 days of EMA’s recommendation. While the timeline puts a potential decision around late December, Lilly has not confirmed when commercial sales would begin.Foundayo generated $98 million in second-quarter (Q2) revenue. However, Lilly's two blockbuster drugs generated far more. In Q2, Mounjaro generated $9.94 billion in sales, up 91% year over year, while Zepbound brought in $4.93 billion, up 46%.<h2 class="st-heading-2">Retail Says LLY Is Breaking Out</h2>Retail sentiment surrounding LLY on Stocktwits turned ‘neutral’ from ‘bearish’ over the past 24 hours, though message volumes remained ‘normal.’One user noted that LLY stock is breaking out.<stembedurl>https://stocktwits.com/Jamtrades/message/666690626</stembedurl>LLY shares have gained more than 18% so far this year, significantly outperforming rival Novo Nordisk (NVO), whose shares have slumped more than 25% over the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The entrance to the Eli Lilly factory in Kinsale, Co Cork, where weight loss drug Mounjaro is made. Picture date: Sunday May 18, 2025.

Lilly’s Foundayo Pill Gets European Regulatory Backing – LLY Stock Heads For Best Week In Nearly Four Months

European Medicines Agency’s advisory committee recommended approval of its once-daily weight-loss pill, Foundayo.

Lilly(Eli) & Co

Roundhill GLP-1 & Weight Loss ETF

<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>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.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;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.<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><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.<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>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;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.<h2 class="st-heading-2">Cipher Mining Gets The Biggest Price Target Cut&nbsp;</h2>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;<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col><col><col></colgroup><tbody><tr><td>Company</td><td>Ticker</td><td>Previous price target</td><td>New price target</td><td>Implied upside</td><td>Rating</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>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;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.<h2 class="st-heading-2">The Funding Backdrop</h2>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;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;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.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ai-stock-sell-off-could-catch-bearish-investors-off-guard-in-right-tail-risk/cZxKRsrRBsX">AI Stock Sell-Off Could Catch Bearish Investors Off Guard In ‘Right Tail Risk’, But Wall Street Feels Broader Market Signals Are Holding Up</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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)

Cantor Calls WULF, HUT, CORZ Stocks ‘Generational Buys’ Amid Price Target Cuts Across The Sector 

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

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.


Core Scientific Inc

Hut 8 Corp

Riot Platforms Inc

TeraWulf Inc

<ul class="summary-bullets"><li>JPMorgan lowered its price target to $283 from $287, maintaining an ‘Overweight’ rating, while cautioning that investors may overestimate how quickly Intermodal margins can improve.</li><li>Morgan Stanley lowered its price target to $195 from $200 and maintained an ‘Underweight’ rating.</li><li>JB Hunt’s revenue reached $3.68 billion, exceeding Fiscal AI’s $3.58 billion estimate, while net earnings edged up to $172.4 million from $170.8 million a year earlier.</li></ul>JB Hunt (JBHT) shares drew investor attention on Friday after several analysts lowered their price targets following the company’s third-quarter earnings, as higher operating costs and margin pressure tempered its strong revenue growth.According to The Fly, Wells Fargo lowered its price target to $285 from $305 and maintained an ‘Overweight’ rating. The firm said the third-quarter cost trend was as expected, while the intermodal pricing outlook was better despite slower volume.Morgan Stanley lowered its price target on the stock to $195 from $200 and maintained an ‘Underweight’ rating. According to The Fly, analyst Ravi Shanker said the third quarter laid bare cost pressures flagged at the Laguna conference a month earlier, adding that a recovery through pricing would take time and effort.Meanwhile, JPMorgan lowered its target to $283 from $287 while maintaining an ‘Overweight’ rating. The firm said the wide discount to truckload is still pulling through record conversion activity, but “most investors continue to overestimate how quickly JBI margins can improve.”<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Analyst</td><td>Old Price Target</td><td>New Price Target</td></tr><tr><td>Stephens</td><td>$330</td><td>$325</td></tr><tr><td>Morgan Stanley</td><td>$200</td><td>$195</td></tr><tr><td>Evercore ISI</td><td>$277</td><td>$275</td></tr><tr><td>UBS</td><td>$264</td><td>$273</td></tr><tr><td>JPMorgan</td><td>$287</td><td>$283</td></tr><tr><td>Wells Fargo</td><td>$305</td><td>$285</td></tr><tr><td>Citi</td><td>$254</td><td>$263</td></tr><tr><td>BofA</td><td>$302</td><td>$295</td></tr></tbody></table></figure></div><h2 class="st-heading-2">JB Hunt’s Q3 Earnings Highlights</h2>J.B. Hunt&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investor.jbhunt.com/news/2026/10-15-2026-210616255">reported</a> third-quarter revenue of $3.68 billion, up 20% year over year, beating the $3.58 billion estimate compiled by Fiscal AI. Net earnings edged up to $172.4 million from $170.8 million a year earlier.The company reported diluted earnings per share (EPS) of $1.82, up from $1.76 a year earlier, compared with analysts’ estimate of $1.80, according to Fiscal AI. However, operating income increased 2% to $247.1 million, while operating margin narrowed to 6.7% from 7.9% a year earlier.Dedicated Contract Services operating income fell 22% to $81.7 million, driven by higher driver personnel expenses, group medical claims, insurance premiums, equipment costs and new-business onboarding expenses. Final Mile Services operating income declined 76% to $1.6 million, primarily due to lower revenue and higher purchased transportation expenses.<h2 class="st-heading-2">How Retail Views JBHT</h2>Retail sentiment surrounding JBHT on Stocktwits remained in ‘Neutral’ territory over the past 24 hours, amid ‘High’ message volumes.<a href="https://stocktwits.com/symbol/JBHT">JBHT shares </a>have gained over 18% year-to-date.Also read: <a href="https://stocktwits.com/news-articles/markets/equity/spacex-catalysts-2027-evercore-upside-potential/cZxKduaRBsN">SpaceX’s Transformative Catalysts Are Closer Than They Appear, Says Evercore – Sees 87% Upside Potential</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the J.B. Hunt Transport Services logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

JB Hunt Gets Analysts Talking Post Q3 Report: JPMorgan Says Most Investors ‘Overestimate’ How Quickly Margins Can Improve

JB Hunt (JBHT) shares drew investor attention on Friday after several analysts lowered their price targets following the company’s third-quarter earnings, as higher operating costs and margin pressure tempered its strong revenue growth.

JB Hunt’s Q3 revenue rose 20% year over year, but narrower operating margins and persistent cost pressures prompted several analysts to adjust their price targets.


J.B. Hunt Transport Services, Inc.

JPMorgan Chase & Co

<ul class="summary-bullets"><li>Evercore expects investors to focus less on SpaceX’s Q3 results than on events that will drive medium-term estimates into 2027.</li><li>The firm anticipates successful reuse of Starship to be demonstrated within the next few flights.</li><li>It expects&nbsp;SpaceX to close out full-year 2026 with $104 billion in annualized recurring revenue.</li></ul>SpaceX (SPCX) was on investors’ radar on Friday, after the end-to-end space firm received another bullish Wall Street call, with Evercore raising its price target on the stock, citing ‘transformative catalysts’ next year.Analyst Kutgun Maral raised SpaceX’s price target to $275 from $230 and maintained an ‘Outperform’ rating, according to The Fly. This implies a roughly 87% upside from current levels.<a class="mention" data-mention="$SPCX" data-symbol-id="SPCX" href="https://stocktwits.com/symbol/SPCX" target="_blank">SPCX shares</a> were down 1.5% at the time of writing&nbsp;and have slumped about 9% so far this&nbsp;week, marking their biggest weekly decline since mid-July.<h2 class="st-heading-2">Evercore Highlights Starship Developments</h2>Maral expects investors to focus less on SpaceX’s third-quarter (Q3) results than on developments that will drive medium-term estimates and sentiment through the year and into 2027.One key development to watch is Starship, SpaceX’s largest reusable rocket designed to carry heavy payloads into orbit. SpaceX recently completed the 14th test flight, and while there were issues related to propulsion, the trial met its primary goal: Starship reaching orbit and deploying all Starlink V3 satellites.Evercore believes successful rocket reuse could be demonstrated within the next few flights.<h2 class="st-heading-2">Evercore Raises EBITDA Estimates Despite High CAPEX</h2>Evercore expects SpaceX to close out full-year 2026 with $104 billion in annualized recurring revenue, slightly above the company’s $100 billion target, according to Investing.com. It also raised its FY2027 AI computing capacity forecast to 6.5 gigawatts (GW) from 5.7 GW.SpaceX spent more than $18 billion in the second quarter (Q2), primarily on AI infrastructure. Despite the heavy spending, Evercore raised its FY2029 adjusted earnings before interest, tax, depreciation and amortization (EBITDA) forecast to $266 billion from $210 billion.<h2 class="st-heading-2">Starlink, Potential Tesla Merger In Focus</h2>SpaceX recently agreed to acquire Grain Management’s nationwide portfolio of 800 MHz wireless spectrum, in a bid to take on traditional telecom carriers. The acquisition could be particularly useful for providing mobile coverage over long distances and inside buildings.&nbsp;The update was met with bullish takes on Wall Street, with Pivotal Research analyst Jeffrey Wlodarczak stating that SpaceX has effectively created a ‘legitimate’ new low-cost wireless carrier.With talks of a potential merger between Tesla and SpaceX, 2027 is gearing up to be a pivotal year for the company. Evercore said SpaceX’s “transformative catalysts” are “closer than they appear.”<h2 class="st-heading-2">Retail’s Take On SPCX</h2>Retail sentiment surrounding SPCX on Stocktwits remained ‘bearish’ over the past 24 hours. SPCX was also among the top trending tickers at the time of writing.The stock is about 9% higher than its IPO price of $135.Also read :&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-roadster-spacex-merger-speculation-dan-ives-gary-black-reaction/cZxKTvIRBs0">Tesla’s Flying Roadster Fuels SpaceX Merger Speculation, But Analysts Question Earnings Impact</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

SpaceX logo displayed at a SpaceX facility in Hawthorne, California. (Photo by Mario Tama/Getty Images)

SpaceX’s Transformative Catalysts Are Closer Than They Appear, Says Evercore – Sees 87% Upside Potential

Analyst Kutgun Maral raised SpaceX’s price target to $275 from $230 and maintained an ‘Outperform’ rating, according to The Fly.

Tema Space Innovators ETF

SpaceX

<ul class="summary-bullets"><li>Apple has not disclosed how many iPhone Duo units were available at launch.</li><li>According to AppleInsider, supply may be lower than usual because of manufacturing challenges.</li><li>UBS maintained its ‘Neutral’ rating on AAPL stock, saying trends indicate limited upside to sales estimates.</li></ul>Apple Inc. (AAPL) shares edged higher on Friday as shipping estimates for its first foldable smartphone, the iPhone Duo, reportedly&nbsp;got pushed into December and beyond within minutes of preorders opening.According to Bloomberg, the extended delivery timelines suggest strong demand and sharply constrained supply for the $1,999 device, which is scheduled to go on sale October 23.As of this writing, <a href="https://stocktwits.com/symbol/AAPL">AAPL stock</a> was trending half a percent higher and was among the top trending tickers on Stocktwits.<h2 class="st-heading-2">iPhone Duo Preorders Face Extended Delivery Waits</h2>Apple opened preorders for the iPhone Duo at 8 a.m. ET Friday through its online store and Apple Store app, ahead of next week's scheduled launch. According to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-10-16/apple-iphone-duo-orders-slip-into-2027-amid-preorder-frenzy">report</a>, delivery delays affected both available colors and every storage configuration of the Duo.On X, Customers reported delayed deliveries even after using Apple's advance reservation system, which allowed buyers to select their preferred configurations before preorders opened. Apple retail stores also ran out of launch-day availability almost immediately.According to AppleInsider, shipping estimates initially slipped to November 16 and then November 23 within moments of preorders opening, before extending further.&nbsp;The&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://appleinsider.com/articles/26/10/16/iphone-duo-sells-out-moments-after-pre-orders-begin">report</a> noted that Apple has not disclosed how many units were available at launch, adding that supply may be lower than usual due to manufacturing challenges associated with the new foldable design and uncertainty about demand for an entirely new product.Counterpoint Research expects Apple to sell approximately six million iPhone Duo units this year, according to a forecast published last month.<h2 class="st-heading-2">UBS Flags Demand Concerns For iPhone Pro Models</h2>Despite the apparent enthusiasm surrounding the foldable device, UBS on Friday raised concerns about demand for Apple's conventional premium smartphonesAccording to TheFly, UBS said iPhone availability data showed year-over-year wait times declining by approximately four days for the iPhone 18 Pro, while remaining flat for the Pro Max.Over the past week, wait times also shortened by one day for the Pro and five days for the Pro Max. The firm said the trends indicate limited upside to sales estimates and potential demand sensitivity following Apple's price increases.UBS maintained its ‘Neutral’ rating and a target price of $296 on AAPL stock.<h2 class="st-heading-2">What Retail Thinks About AAPL Stock</h2>Despite surpassing a $5 trillion market capitalization and closing in on the title of the world’s most valuable company, retail sentiment toward AAPL stock flipped to ‘extremely bearish’ on Stocktwits.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_16_191654_db2a7b16ab.png" alt="Screenshot 2026-10-16 191654.png" width="802" height="425"><figcaption>AAPL stock retail sentiment on October 16, as of 10:00 a.m. ET | Source: Stocktwits</figcaption></figure>So far this year, AAPL stock has rallied nearly 27%, the best-performing Magnificent Seven stock. By comparison, the Vanguard S&amp;P 500 ETF (<a href="https://stocktwits.com/symbol/VOO">VOO</a>), which holds the stock, has risen around 13% during this period.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-weekly-sell-off-overdone-jp-morgan-says-sees-robust-ai-demand-healthy-returns/cZxK2Q7RBsK">CRWV Stock’s Weekly Sell-Off 'Overdone,' JPMorgan Says — Sees Robust AI Demand, Healthy Returns</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

  Apple CEO John Ternus holds the iPhone Duo during Apple’s “Surprise and Shine” event at the company's corporate headquarters on September 9, 2026 in Cupertino, California. (Photo by Benjamin Fanjoy/Getty Images)

AAPL Stock Gains As Strong Demand Reportedly Pushes iPhone Duo Delivery To December

Apple Inc. (AAPL) shares edged higher on Friday as shipping estimates for its first foldable smartphone, the iPhone Duo, reportedly got pushed into December and beyond within minutes of preorders opening.

Apple opened preorders for the iPhone Duo at 8 a.m. ET Friday through its online store and Apple Store app.

Vanguard S&P 500 ETF

SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas rocket-thruster Roadster demonstration is the main focus, but the stocks reversal after an early pop has drawn sell the news reactions. Many traders see an impressive engineering showcase with little near-term earnings impact, while some bulls view the SpaceX technology crossover as a sign of broader potential or merger speculation.

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 selling off with AI and neocloud stocks as CoreWeaves debt and financing-cost concerns fuel doubts about capital-intensive data-center expansion, alongside broader weakness in growth and tech shares. Traders are split between seeing NBIS as unfairly caught in the sector decline given its stronger balance sheet and viewing the selloff as a warning of further downside.

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 drawing attention amid a sharp selloff alongside AI infrastructure and server stocks, with traders pointing to concerns about AI-buildout financing, CoreWeave-related credit stress, and the companys governance history. Some view Mark Longs appointment as CFO as a positive step toward restoring credibility, while others argue it does not resolve concerns about execution and margins; bullish holders are buying the decline as bearish traders warn it may continue.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Concerns that MSCIs proposed index-screening rules could lead to Strategys removal are a prominent focus, with traders worried about passive-fund selling and pressure on MSTRs Bitcoin premium. Others argue the risk is already priced in and are buying the dip, while the stocks weakness relative to Bitcoin fuels debate.

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

Concerns about CoreWeaves debt-funded AI data-center expansion, rising borrowing costs and stressed bond prices dominate discussion, with reports of substantial insider selling adding to investor unease. Traders are divided between fears of refinancing trouble and a deeper selloff, and dip-buying arguments that strong AI demand, Nvidias support and bullish analyst views may help the company weather the pressure.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Rapid sell-through of preorders for Apples first foldable iPhone Duo, with delivery estimates pushed out, is driving attention. Traders are debating whether that reflects strong demand or constrained launch supply, while some also view AAPL as a defensive hold amid pressure on AI and semiconductor stocks.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

A sharp selloff without an identified company-specific announcement is driving attention, with traders pointing to options-expiration dynamics and weakness across biotech while others speculate about short-term trading pressure. The drop is sharpening debate over SELLASs prolonged quiet period and the wait for REGAL Phase 3 updates, with some investors staying bullish on the trial and others concerned by the lack of communication.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a technology and semiconductor selloff, as concerns about AI spending, debt and profitability combine with elevated oil prices, inflation and yields. Traders are split between expecting further declines and looking for a rebound, with much of the discussion centered on whether support will hold.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is drawing attention after a steep decline amid a broader tech and AI selloff, with traders citing inflation and rate worries, geopolitical risk, and concerns about stretched valuations and the durability of AI spending. Bulls call the drop market-driven and point to Palantirs profitable business and growth, while bears argue its valuation leaves it vulnerable.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candels new PrTK05 biomarker findings showing T-cell activation, alongside confirmation that shedding data are compiled for its planned fourth-quarter BLA submission for CAN-2409 in localized prostate cancer, are driving discussion. Optimists see the data and regulatory progress as supportive, while skeptics question the limited biomarker sample and worry about BLA timing, cash needs and dilution as the shares remain under pressure.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

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SPDR S&P 500 ETF

Apple Inc.

Microsoft Corporation

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