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Latest equity articles, breaking news, in-depth analysis and updates from Stocktwits
BE Stock Falls Most In Nearly A Month: Why This Analyst Sees Over 36% Upside
Bloom Energy shares declined amid AI headwinds following top AI leaders flagging safety concerns in the industry.
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IBRX Stock Gains As Soon-Shiong’s Nant Capital Backs Second Cancer-Immunotherapy Bet
PDS Biotech said it completed the initial close of a Nant Capital-led PIPE of up to $22.3 million and seated Soon-Shiong on its board — tying IBRX’s public face to a second immunotherapy platform.
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IREN Stock Slips, But A Top Wall Street Bank Is Bullish With Double-Upgrade And 50% Upside
Investment bank JPMorgan issued a double upgrade on Iren, citing its multi-billion-dollar Nvidia deal and rising contract value as catalysts.
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S&P 500, Nasdaq, Dow Drop On Chipmaker Weakness, Treasury Yield Pressure — MSFT, NFLX, ORCL, CRWD, RBLX In Focus
Anthropic CEO Dario Amodei called for a slowdown of the development of AI capabilities.
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HPE Stock Drops 11% To Worst Day In Over A Year After Evercore Downgrades On Lack Of Near-Term Catalysts
Evercore ISI lowered its rating on HPE stock to ‘In-Line’ from ‘Outperform.’
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Trump Calls NVDA CEO Jensen Huang Mid-Conference To Talk AI Regulation, Says Report — ‘The Robots Are Not Going To Be Taking Over’
The president reportedly dismissed fears about AI taking over the world and pushed back against calls for tighter government oversight of the technology.
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Elon Musk Drops Apple From AI Antitrust Suit, Keeps Aiming At OpenAI
In a filing dated September 14, X Corp and SpaceXAI said they had resolved their dispute with Apple.
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CTNM Stock Slumps 10% After-Hours — What’s The JNJ Connection?
Contineum said that Johnson & Johnson’s (JNJ) mid-stage trial of JNJ-5120, also known as PIPE-307, failed to meet its main goal in major depressive disorder.
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MSFT Stock Gains 2% — Microsoft Unveils ‘Humanist AI’ Code Of Conduct To Curb Autonomous AI Risks
Microsoft released a draft 37-page “Humanist AI Code of Conduct” to keep superintelligence strictly under human control.
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SRRK Shares Pull Back After FDA Approval For Genetic Disease Drug — But Wall Street Hikes Price Targets
On a call on Monday, the company set a list price of $11,659 per vial of Isembyld, or about $310,000 a year for a typical patient.
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OpenAI Buys AI Camera Startup For Over $300M, Says Report — Glass Imaging Deal Puts Focus On Consumer Devices
The deal with Glass Imaging gives OpenAI access to former Apple camera engineers and technology designed to bring DSLR-quality imaging to smartphones.
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Anthropic Targets Financial Advisors With New Claude Tool, Includes BlackRock, Charles Schwab Integrations
Anthropic has unveiled a specialized artificial intelligence tool designed to integrate with major financial institutions including BlackRock and Charles Schwab.
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VFS Stock Pressured As Tesla Gains A Legal Foothold In VinFast’s Home Market
Vietnam is VinFast’s biggest market. Tesla’s entry would increase competition for the home player.
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Trump Says Oil Will ‘Drop Like A Rock’ After Iran Conflict Ends — USO, UCO In Focus
Brent crude climbed over $109 as a Saudi pipeline shutdown tightened supply, even as Trump said the oil rally would reverse once the conflict ends.
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Waymo Opens Robotaxi Service in Las Vegas — Here’s What Investors Need To Know
Waymo has launched its first public robotaxi service in Las Vegas, expanding its autonomous ride-hailing network with Ojai vehicles powered by its sixth-generation Driver.
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DFTX Stock Climbs As High As 12% On ‘Unprecedented’ Anxiety Data For LSD-Based Drug
The company said that the Panorama trial of DT120, a fast-dissolving tablet form of the psychedelic drug lysergide, or LSD, met its main goal in adults with generalized anxiety disorder.
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Netflix, Amazon And YouTube Reportedly Form Coalition As Washington Scrutinizes Sports Broadcasting
Netflix, Amazon, and YouTube have established a unified policy coalition to safeguard their growing live sports investments amid mounting federal regulatory pressure.
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Roblox Gains 11% As BofA, Wedbush Raise Targets – Analyst Says Positive Inflection Is Underway
The analyst actions follow Roblox’s developer conference, where management outlined changes to game discovery and new ways for creators to reach players beyond the core app.
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Paramount Skydance, Comcast Review SkyShowtime Options, Including Potential Exit, Says Report: PSKY Stock Jumps Over 4%, CMCSA Gains 0.3%
Comcast and Paramount Skydance are reviewing strategic options for their European joint venture streaming service SkyShowtime, which has several million subscribers and could reportedly wind down.
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Tom Lee's BMNR Adds 1 BTC, Expands ORBS Stake By $7M Amid Ethereum Buying Spree
BitMine expanded its crypto and equity holdings while keeping its focus on building a 5% stake in Ethereum.
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Trump Says US Already Has The Power To Rein In AI Firms – ‘There Is A Sick Conspiracy Going On Against AI And Data Centers’
Trump warned that restrictions on AI and data-center development could strengthen China’s competitive position.
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Ondas Expands Defense Footprint With $390M GATE Technologies Deal
Ondas is expanding its defense portfolio with the acquisition of GATE Technologies and Bron Technologies, adding electronic safe-and-arm and electronic fuzing technology to its growing autonomous defense business.
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Nvidia’s New Quantum Tool Could Reduce Qubit Needs — Infleqtion Reports 5X Improvement In Code Rate
Nvidia launched CUDA-Q Logical, a new layer designed to help researchers develop and coordinate systems for fault-tolerant quantum computing.
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Oracle Reportedly Starts Fresh Layoffs While Spending Billions On AI Infrastructure
According to a Business Insider report, the latest job cuts are expected to begin on Monday.
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Cybersecurity Stocks Jump As Anthropic CEO’s AI Slowdown Call Sharpens Focus On Cyber Risks – CRWD, PANW, FTNT Buck Market Selloff
Anthropic CEO Dario Amodei called for slowing frontier AI development, while OpenAI CEO Sam Altman backed the idea and said the firm would also adopt independent evaluators with employee-like access.
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Bitdeer Says AI Pipeline Has Crossed $7B After Malaysia Expansion: BTDR Stock Still Slips
Bitdeer’s new facility in Malaysia is not expected to energize until the third quarter of 2027.
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HUBG Stock Tanks After Firm Says It Expects To Receive Nasdaq Delisting Letter — Here’s Everything To Know About Its New Leadership
Hub Group announced a leadership shake-up Monday, bringing back David Yeager as chairman and CEO, as the transportation and logistics company works to complete its financial restatement and delayed filings.
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Satellogic Deepens Slingshot III Role With Six-Satellite Expansion For Low-Latency Maritime Intelligence – A Look At Key Highlights
The expanded Slingshot III work is designed to move Satellogic’s low-latency satellite intelligence capabilities closer to operational use.
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Roger Altman Says AI Is ‘The Greatest Threat Facing The World’ Amid Calls For Stronger Guardrails
In an interview with CNBC, Evercore founder Roger Altman backed calls from Elon Musk, Sam Altman and Dario Amodei for slower AI development and stronger safeguards.
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COIN, BLSH Stocks Get Analyst Upgrades With Bitcoin Recovery, CLARITY Act Odds Lifting Crypto Outlook
Compass Point analyst Ed Engel said his base case accounted for Tuesday's CLARITY vote failing, and tokenized equities to launch anyway.
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Michael Saylor's Strategy Goes 3 Weeks Without Touching Bitcoin Stash, Keeps Buying STRC Stock
Strategy left its Bitcoin holdings unchanged at approximately 845,050 coins for a third consecutive week.
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These 5 Aviation Stocks Slide As Melius Warns ‘Several Years Of Robust’ Aftermarket Growth May Be Ending
Melius Research downgraded GE Aerospace, HEICO, Honeywell Aerospace Technologies, TransDigm and Woodward to ‘Hold’ from ‘Buy’.
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IREN’s AI Pivot Wins JPMorgan’s Vote While MARA’s ‘Capital-Light’ Strategy Gets A Double Downgrade
JPMorgan's vertically integrated AI infrastructure gives it a more direct path to monetizing its power capacity, in contrast to MARA's partner-led data center approach, according to the bank.
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Affirm Upgraded To Outperform As Wolfe Sees ‘More Compelling’ Valuation After Strong Q4
According to TheFly, Wolfe Research turned more constructive on Affirm after its fiscal fourth-quarter results, arguing that the company’s valuation has become more compelling.
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ELMT Stock Soars Premarket: Elmet Lands $450M US Investment, $2B Defense Contract
A push to rebuild domestic tungsten supplies is putting ELMT and BMM in focus, with Elmet securing $450 million in government investment and a DLA contract worth up to $2 billion.
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Ed Yardeni Says ‘I’m Not Particularly Concerned’ About AI Slowdown Fears, Maintains 8,400 Year-End S&P 500 Target
In an interview with CNBC, Yardeni stated that existing data center constraints make a significant slowdown in AI infrastructure construction unlikely.
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Stock Market Is 'Overdue' For An Over 10% Correction, Says BofA Ahead Of FOMC Meeting
Bank of America raised its year-end S&P 500 target to 7,400 from 7,100.
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Viasat, Space42 Plan To Build 2,800-Satellite D2D Network Through New Venture Equatys
Viasat and Space42 will commit up to $1 billion to Equatys, a new venture designed to build shared satellite and ground infrastructure for direct-to-device connectivity.
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CLARITY Act Faces Tuesday Senate Vote: Senate Republicans Release ‘Final’ Draft With Trump-Backed Ethics Deal
The revised CLARITY Act draft adds major ethics concessions and 126 changes sought by Democrats ahead of Tuesday's Senate vote.
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NKE Stock Slips Premarket: Nike Hits Historic Low As Turnaround Struggles Mount
Nike stock faces pressure from weak demand, China challenges, and growing Wall Street concerns.
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VLO Stock Heads For Best Year Since 1982 — Michael Burry Says It Has Become A ‘Huge Position’
Burry recovered his initial investment “and then some” for charity, while retaining a sizable stake that is “deep into house’s money.”
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GLW Stock Drops Premarket As Corning Launches $2B Equity Offering
Corning stock faces dilution overhang after a strong run in 2026.
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NVO Stock Logs Worst Week Since February As Novo Nordisk Rebrands To ‘Novo’ Amid Another Gloomy Year
NVO has fallen about 12% in 2026 after losing more than half its value in 2025, its worst year since 1984.
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SLS, IBRX Stocks Draw Investor Attention With Major Cancer Conferences And New Drug Data On Deck
ImmunityBio is attending major conferences in Seoul and New York, followed by several oncology events through November.
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Why Are Nasdaq Futures Tumbling Premarket? MU, AMD, NVDA, ORCL, RUM, TSLA, SPCX Stocks In Focus
Retail sentiment on SPY and QQQ has dipped to ‘extremely bearish’ territory amid the debate over AI ‘pacing’.
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Stocktwits Tech Watch: Anthropic's AI Slowdown Row, Salesforce And Snap Events, And A Central Bank Rate Call In Focus This Week
Markets brace for a packed week of AI, tech and macro catalysts.
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OKLO Stock Dips Premarket: Retail Bulls Undeterred As They Eye Nuclear Future
Last week, Oklo announced a $1 billion at-the-market equity offering program, which stoked dilution concerns.
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USAR, MP, UUUU, CRML Stocks Drop Overnight: Why China's Threat To Scrap Trump-Xi Summit Matters
China’s threat to cancel the Trump-Xi summit raised fears of renewed critical-mineral supply problems and more volatility for U.S. rare earth stocks.
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Anthropic IPO: Claude Maker Reportedly Targets Second Straight Quarter Of Adjusted Profit As CEO’s AI Slowdown Call Sparks Debate
Anthropic’s rapid revenue growth and reported margins come under scrutiny as its IPO plans take shape.
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S&P 500 Bulls Are Not Giving Up Yet – But Rising Oil Prices, Long-Term Yields Rise Are Narrowing The Path Higher
Over the weekend, Yardeni Research said in a post that despite rising oil prices, bond yields, and expectations for a Fed rate hike, the S&P 500 has not reacted sharply to the macroeconomic headwinds.
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