<ul class="summary-bullets"><li>The up to $200 billion sales projection is more than four times the $47 billion annual revenue run-rate Anthropic disclosed in May.</li><li>Anthropic could launch its IPO as early as next month.</li><li>Anthropic has surpassed chief rival OpenAI in both annual revenue and valuation in recent months.</li></ul>Anthropic has internally projected that it would clock roughly $190 billion to $200 billion in revenue in 2028, Reuters reported on Sunday, citing people familiar with the matter.The estimates matter not only because they signal expectations for sharp growth, but also because they could serve as a key barometer for investors assessing their bets ahead of the AI company’s massive initial public offering (IPO), which could come as soon as next month.The up to $200 billion figure is more than four times the $47 billion annual revenue run-rate Anthropic disclosed in May. Anthropic has surpassed chief rival OpenAI in both annual revenue and valuation in recent months, making its IPO one of the most highly anticipated in years.<h2 class="st-heading-2">Anthropic’s IPO Watch</h2>Bankers and investors are using enterprise value-to-revenue multiples based on forecasts, according to the Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/anthropic-ipo-valuation-hinges-190-200-billion-2028-revenue-forecast-sources-say-2026-08-15/">report</a>. Using revenue multiples is common for high-growth software companies that have yet to establish a mature profit profile.But looking ​two years ahead is less typical, reflecting the speed at which Anthropic's business is expanding and the challenges of setting benchmarks for a company still spending heavily to build out its ​AI infrastructure, according to the report.There have been similar precedents among some of the fastest-growing companies to recently hit the public markets. Backers of Cerebras Systems cited revenue expectations for 2028 ahead of its IPO this year, while SpaceX’s projections extended as far as 2029 before it went public at a record valuation in June, the people said.<h2 class="st-heading-2">Investors Scramble To Value Anthropic</h2>Investors are scrambling to assign a fair valuation to the company, and the Financial Times recently&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa?syn-25a6b1a6=1">reported</a> it could be $2 trillion or more.&nbsp;I feel like I’ve heard that somewhere else,” said Gavin Baker, managing partner at Atreides Management, said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/GavinSBaker/status/2087938897741242777">X post</a>, referring to one investor quoted in the FT report as saying Anthropic's valuation could be as high as $3 trillion.“Although public markets generally struggle to accurately value growth when it is this high,” he added.As private companies, Anthropic and OpenAI do not disclose their cash burn, but reports suggest their spending remains high. The pace of spending on AI investment has been responsible for pullbacks in many of the most popular tech stocks in ⁠recent months, including some of the firms viewed as comparable to Anthropic.Anthropic raised $65 billion at a $965 billion valuation in May, with revenue reaching a $47 billion annualized run rate. OpenAI's annualized revenue run rate (ARR) stands at approximately $25 billion.On Stocktwits, retail sentiment was ‘bullish’ for both Anthropic and OpenAI. Anthropic is valued at $1.15 trillion, compared to OpenAI’s private market valuation of $869.44 billion, according to data from Nasdaq Private Market.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/avgo-stock-rebounds-after-worst-drop-in-two-months-retail-traders-look-past-v-mware-worry-bet-on-rebound/cZo6qWHRJKk">AVGO Stock Rebounds After Worst Drop In Two Months: Retail Traders Look Past VMware Worry, Bet On Rebound</a>&nbsp;

This photograph shows a smartphone screen displaying the logo of Anthropic, an American company specializing in artificial intelligence (AI). (Photo by Samuel Boivin/NurPhoto via Getty Images)

Anthropic Reportedly Projects Up To $200B In 2028 Revenue As IPO Draws Near

Reports say Anthropic could be valued at upwards of $2 trillion.

Equity

Anthropic

OpenAI

<ul class="summary-bullets"><li>Burry alleges hyperscalers use overly long depreciation schedules for rapidly aging AI chips and servers.</li><li>He warns of three-way “compression” across AI demand, corporate earnings and financing.</li><li>Burry also argues that circular financing among hyperscalers, AI labs and chipmakers could artificially reinforce demand and revenue.</li></ul>Michael Burry revived his warnings about the AI boom after an analysis found nine technology giants had amassed around $3 trillion in off-balance-sheet commitments, arguing he had highlighted the risks months before they reached the mainstream.<h2 class="st-heading-2">Big Tech’s Hidden $3 Trillion Tab</h2>“Well, you could have heard it first, months ago, 2025 even,” the “Big Short” investor&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/michaeljburry/status/2089208509900693930">said on X</a> while sharing a WSJ&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/why-big-techs-ai-spending-is-3-trillion-higher-than-it-seems-e1067bb2">report</a>.&nbsp; Alphabet, Amazon, Meta, Microsoft, Oracle, Nvidia, Broadcom, SpaceX and Advanced Micro Devices together reportedly disclosed $3 trillion in commitments largely for AI infrastructure.The obligations are disclosed in filing footnotes but are not yet recognized as liabilities on the face of corporate balance sheets. They include $1.2 trillion in leases that have not started and $1.9 trillion in purchase commitments covering chips, energy and data-center infrastructure. This compares with $600 billion in capex over the companies’ latest reported 12-month periods.Alphabet alone reported $811 billion in purchase and contractual commitments as of June 30, while Meta disclosed $347 billion in leases that have yet to commence. Many of these agreements are apparently difficult to cancel. If AI demand disappoints, the companies could be left paying for expensive infrastructure that fails to generate sufficient returns.<h2 class="st-heading-2">Why Burry Thinks AI Spending Could Become An Earnings Problem&nbsp;</h2>Burry returned to X in late October 2025 after a roughly two-year hiatus and, by early November, had disclosed or hinted at bearish put positions involving Nvidia and Palantir. He alleged that hyperscalers were understating depreciation by assigning five- to six-year useful lives to Nvidia chips and servers whose economic cycle, in his view, is closer to two or three years.Burry called it “one of the more common frauds of the modern era,” estimating that the practice could suppress depreciation expenses by $176 billion between 2026 and 2028. By his calculations, it could inflate Oracle’s 2028 earnings by 26.9% and Meta’s by 20.8%.<h2 class="st-heading-2">Burry Warns Of 3-Way AI Compression</h2>Through late 2025 and earlier this year, Burry’s focus widened from chip depreciation to the financial structure supporting the AI buildout: circular financing, weakening cash flow and increasingly complex borrowing. He asked hyperscalers: “When does the spending for AI data center buildout actually end?”In May, Burry published a Substack post titled, “Tracepalooza &amp; the Bezzle,” arguing that training and benchmarking activity could exaggerate near-term AI demand and create a bullwhip effect. He highlighted Nvidia’s $182 billion in forward purchase commitments, offshore financing, construction assets that do not begin depreciating until placed in service, and hundreds of billions of dollars in hyperscaler off-balance-sheet exposure.Burry called the potential reckoning a three-way “compression”: demand weakens, earnings fall as expenses catch up and financing tightens as capital becomes more expensive.<h2 class="st-heading-2">Oracle And Nebius Are Burry's Latest AI Shorts&nbsp;&nbsp;</h2>Recently, Burry was again targeting circular financing, arguing that capital moving among hyperscalers, AI labs and chipmakers could artificially reinforce revenue and demand. He also disclosed that he had shorted Oracle at around $145 per share and taken a larger short position in Nebius at $212 per share.Burry said AI companies had “gorged themselves” on off-balance-sheet liabilities, including backstops, uncommenced leases and purchase commitments, leaving them vulnerable if demand, earnings and financing compress simultaneously.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/goldman-sachs-75m-capr-sls-ibrx-major-catalysts/cZo6roURJKm">Goldman Sachs Builds $75M Bet Across CAPR, SLS And IBRX As Major Catalysts Loom&nbsp;</a>

Nvidia, Apple, Alphabet, Amazon, Microsoft, Meta and Tesla logo displayed on a phone screen and an illustrative stock graph displayed on a laptop screen. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Michael Burry Says ‘You Could Have Heard It First’ — As Big Tech’s $3T AI Spending Risk Comes Into Focus

The total includes $1.2 trillion in unstarted leases and $1.9 trillion in purchase commitments.

Advanced Micro Devices Inc

Amazon.com Inc

Broadcom Inc

Alphabet Inc - Ordinary Shares - Class C

Alphabet Inc Class A

Microsoft Corp

NVIDIA Corp

Oracle Corp.

Palantir Technologies Inc

SpaceX

<ul class="summary-bullets"><li>Dan Niles said cooling inflation and economic data support markets, and he expects the agentic AI boom to continue.&nbsp;</li><li>He added that a potential $500 billion financing package, backed by Nvidia, could further fund AI infrastructure.&nbsp;</li><li>He favors Intel, saying its $20 billion capital raise eased funding concerns despite recent gains.&nbsp;</li></ul>Dan Niles, founder of Niles Investment Management, remains bullish on the artificial intelligence trade despite recent market volatility, and believes that the AI infrastructure spending boom still has room to run. While elevated Treasury yields, oil prices, geopolitical tensions and election risks could fuel further swings, Niles sees the longer-term AI investment story remaining intact.&nbsp;<h2 class="st-heading-2">AI Investment Still Has Momentum</h2>In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DanielTNiles/status/2089093977068716134">post</a> on X, the portfolio manager said recent economic readings have been relatively supportive. Inflation measures and indicators such as consumer sentiment and retail activity have cooled, while a roughly 5% increase in oil prices pushed the Treasury yield curve higher without materially increasing expectations for a rate hike.“Looking forward, I continue to believe the impact of Agentic AI with the advent of OpenClaw on January 30th has at least a year to run”, said Niles.&nbsp;He said that token generation has multiplied several times since late January, more than compensating for falling token prices as open-weight models have gained traction. He estimates the combined annualized revenue pace of OpenAI and Anthropic has climbed from about $29 billion at the end of last year to roughly $100 billion.&nbsp;<h2 class="st-heading-2">Cloud Giants Support The Capital Cycle</h2>Spending by the largest hyperscalers has increased sharply. Niles points to stronger cloud growth at Amazon.com (AMZN), Microsoft (MSFT) and Alphabet (GOOGL), alongside improving operating margins.“Capex from the Big6 hyperscalers accelerated from 84% y/y/ in CQ1 to 92% in CQ2 with forecasts for nearly 100% in Q3. But this is being supported by cloud revenue growth at the 3 Big Public cloud vendors.”Niles says a $500 billion&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ai-money-moves-put-these-five-stocks-in-spotlight-last-week-nvda-intc-orcl-amd-sndk/cZo6V2KRJKf">financing</a> arrangement, supported by up to $125 billion from Nvidia, could provide cheaper funding for AI infrastructure spending by companies outside the major hyperscalers.&nbsp;<h2 class="st-heading-2">Risks Are Becoming Harder To Ignore</h2>However, Niles cautions that long-term Treasury yields remain elevated, with the 30-year rate around 5.3%, while oil-market uncertainty could add pressure to consumers and markets.He also expects geopolitical tensions involving Iran and the Strait of Hormuz to remain a potential market complication. “Given large scale offensive US military actions are seemingly off the tablein favor of financial sanctions, probably driven by current election polls, I now believe Iran is likely to hold the Strait of Hormuz hostage until past the US mid-terms.”<h2 class="st-heading-2">Intel Stands Out As Funding Concerns Ease&nbsp;</h2>Niles says the easiest portion of the recent AI rebound may have passed. Several AI infrastructure stocks fell despite delivering strong earnings and outlooks, suggesting investors have become less willing to reward already-expensive shares.Still, he remains bullish overall. Niles expects value to continue moving toward the infrastructure underpinning AI, particularly cloud providers and semiconductor companies.Niles pointed to Intel Corp. (INTC), as his preferred semiconductor stock, and added that it 0.8% last week despite a $20 billion equity offering that could dilute shareholders by roughly 5%. He believes the capital raise removes a key funding concern, even after the stock’s 178% gain so far this year.&nbsp;So far this year, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY</a>) and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> have gained 13% and 19% respectively, while the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> has climbed 11%.&nbsp;&nbsp;&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tgt-stock-rises-overnight-target-analysts-turn-more-bullish-but-the-turnaround-faces-a-tough-test/cZo6qePRJKj">TGT Stock Rises Overnight: Target Analysts Turn More Bullish, But The Turnaround Faces A Tough Test</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the currency of the United States dollar, $ icon symbol logo seen displayed on a smartphone.

Dan Niles Says AI Infrastructure Rally Has ‘At Least A Year’ To Run — Names Intel His Favorite Chip Bet 

Dan Niles remains bullish on AI, citing strong infrastructure spending and cloud growth, while warning that elevated yields and geopolitical risks could drive volatility.

Dan Niles Says AI Infrastructure Rally Has ‘At Least A Year’ To Run — Here Are The Stocks He Likes 

Dan Niles remains bullish on AI, citing strong infrastructure spending and cloud growth, while warning that elevated yields and geopolitical risks could drive volatility.


SPDR Dow Jones Industrial Average ETF

Intel Corp

Invesco QQQ Trust Series 1

SPDR S&P 500 ETF Trust

<ul class="summary-bullets"><li>Goldman raised its Capricor stake to 73%, or 1.58 million shares valued at $38 million.</li><li>Capricor plans to amend Deramiocel’s BLA after the FDA indicated it was “willing to review” additional Hope-3 data.</li><li>Goldman kept its IBRX stake nearly unchanged at 3.23 million shares valued at $28.32 million.</li></ul>Goldman Sachs disclosed nearly $75 million in combined holdings across Capricor Therapeutics (CAPR), Sellas Life Sciences (SLS) and ImmunityBio (IBRX), placing the Wall Street giant behind three biotech firms approaching major FDA, clinical-trial and commercial milestones.<h2 class="st-heading-2">Goldman Boosts CAPR Stake By 73%</h2>Goldman added 666,155 Capricor shares, increasing its stake by 73% to 1.58 million shares worth $38 million at quarter-end. Capricor is pursuing a revised FDA pathway for Deramiocel after an advisory committee voted 9-3 against whether available evidence established the drug’s effectiveness for treating cardiomyopathy in Duchenne muscular dystrophy (DMD) patients.The company plans to amend its Biologics License Application (BLA) with 24-month open-label extension data from the Phase 3 Hope-3 study and additional analyses supporting a narrower upper-limb skeletal muscle indication. CEO Linda Marban said that the FDA is “willing to review” the amendment and extend Deramiocel’s current Aug. 22 PDUFA action date after receiving it.“Let me be clear that the Hope-3 primary endpoint was unaffected, and its significance stands both statistically and clinically,” Marban said. The primary endpoint showed a statistically significant slowing of upper-limb disease progression.<h2 class="st-heading-2">Goldman Adds SLS Ahead Of Phase 3 Trigger</h2>Goldman increased its Sellas stake by 29,122 shares, or 5.2%, to 585,035 shares valued at $8.64 million. Investor attention is still centered on Sellas’ Phase 3 Regal trial of Galinpepimut-S (GPS) in acute myeloid leukemia (AML) patients. The study has recorded 78 of the 80 events required to trigger its final analysis.After the 80th event, Sellas will begin the database lock, blinded review, statistical analysis and unblinding process before releasing topline results. Sellas has said Regal would be successful if GPS extends median overall survival to 12.6 months, compared with eight months for standard treatment. The company has also enrolled 28 of 80 planned patients in a Phase 2 study of SLS009 in newly diagnosed AML, with initial results expected in the fourth quarter. Sellas ended Q2 with $138.3 million in cash and equivalents.<h2 class="st-heading-2">Goldman Holds Tight To IBRX</h2>Goldman trimmed its ImmunityBio stake by just 2,801 shares, or 0.09%, leaving it with 3.23 million shares valued at $28.32 million. ImmunityBio’s commercial momentum is accelerating around Anktiva. Second-quarter net product revenue increased 92% year-over-year and 15% sequentially to a record $50.7 million, marking the immunotherapy’s eighth consecutive quarter of growth. First-half revenue surged 121% to $94.8 million.Anktiva recently secured its broadest authorization yet in the United Arab Emirates (UAE), covering certain BCG-unresponsive bladder cancers, including papillary-only disease, and metastatic non-small cell lung cancer. The FDA is also reviewing ImmunityBio’s application to expand Anktiva’s U.S. label to papillary-only bladder cancer, with a decision scheduled for Jan.6, 2027.<h2 class="st-heading-2">How Do Retail Traders Feel About CAPR, SLS And IBRX?</h2>On Stocktwits, retail sentiment was ‘bullish’ for both CAPR and SLS, with ‘high’ message volume for CAPR and ‘normal’ chatter for SLS. IBRX sentiment was ‘bearish’ amid ‘low’ message volume.&nbsp;Over the past year, SLS outperformed both IBRX and CAPR, soaring 725%, compared with a 179% gain for ImmunityBio and a 15% decline for Capricor.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spcx-harvard-spacex-stake-analyst-upside-grok-anthropic-openai/cZo6YlORJK1">SPCX Stock Rises Overnight: Harvard Reveals $2.2B SpaceX Stake, Analyst Sees 40% Upside As Grok Takes Aim At Anthropic, OpenAI&nbsp;</a>

In this photo illustration, the lCapricor Therapeutics logo is seen displayed on the screen of a tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Goldman Sachs Builds $75M Bet Across CAPR, SLS And IBRX As Major Catalysts Loom 

Goldman increased its stake in Sellas by 5.2% to 585,035 shares, worth $8.64 million.

Goldman Sachs Builds $75M Bet Across CAPR, SLS And IBRX As Major Catalysts Loom

Capricor Therapeutics Inc

ImmunityBio Inc

SELLAS Life Sciences Group Inc

<ul class="summary-bullets"><li>Bleeping Computer reported earlier in the week that hackers were actively exploiting a VMware vulnerability to gain persistent remote access to the system.</li><li>Broadcom will report third-quarter results on Sept. 2.</li><li>Stocktwits sentiment for AVGO rose following Friday’s dip and was ‘bullish’ on Sunday.</li></ul>Broadcom’s shares rose 0.4% in overnight trading late Sunday, modestly rebounding after a steep fall in the previous session, while retail traders on Stocktwits pushed buy calls.AVGO stock dropped 6% on Friday, its worst fall in over two months. Tech news site&nbsp;Bleeping&nbsp;Computer&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bleepingcomputer.com/news/security/critical-vmware-vcenter-rce-flaw-exploited-for-reverse-ssh-access/">reported</a> the previous day that hackers were actively exploiting a newly patched critical VMware vulnerability to gain persistent remote access to systems across 47 countries.VMware is a major revenue engine for Broadcom, forming the core of its infrastructure-software business and generating tens of billions of dollars in annual revenue since Broadcom acquired it in 2023.<h2 class="st-heading-2">Retail Turns Bullish On AVGO</h2>Still, the dip attracted bullish calls, particularly as traders positioned ahead of the company’s quarterly earnings report due on Sept. 2. On Stocktwits, the retail sentiment rose sharply over the weekend to ‘bullish’ with the ticker trading among the top three as of Sunday night.“$AVGO hoping Friday's big drop was a buying opportunity. I dipped my toe in the water because it was holding above the 50-day moving average. It would be nice to see 400,”&nbsp;<a href="https://stocktwits.com/Bubbbaman/message/662028503">said</a> a trader, while another&nbsp;<a href="https://stocktwits.com/unctarheels/message/662026298">wrote</a>: “$AVGO people are going to be buying this hand over fist tomorrow morning.”Broadcom has perplexed investors. Many see it as a key beneficiary of the AI boom, with massive chip deals with Google and Meta Platforms. Still, the stock has lagged peers: AVGO is up 14% year to date, while the iShares Semiconductor ETF (SOXX) has gained 83% over the same period.AVGO Results Watch&nbsp;Analysts expect Broadcom’s third-quarter revenue to rise 85% to $29.4 billion, which would be its strongest pace of growth since 2016, per estimates from&nbsp;Koyfin. Adjusted earnings are expected to increase 92% to $3.24 per share.Currently, 44 out of 48 analysts rate the stock ‘Buy’ or higher, and four rate it ‘Hold,’ per Koyfin. Their average price target of $527.88 implies a 34% upside from the stock’s last close.<h2 class="st-heading-2">AVGO Investor Moves</h2>The latest investor positions show a mixed picture for Broadcom. Dan Loeb’s Third Point and Stanley Druckenmiller’s Duquesne exited their Broadcom positions, selling 50,000 and 195,955 shares, respectively, according to their latest 13-F filings.&nbsp;&nbsp;On the other side, David Tepper’s Appaloosa opened a new 150,000-share Broadcom position worth about $56.7 million, while Tiger Global cut its stake by 1.83 million shares, or 51%.&nbsp;&nbsp;Among prominent hedge funds, the notable Q2 moves leaned toward trimming or exiting Broadcom, with Tepper standing out as a new buyer.&nbsp;&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/micron-nears-1-000-and-apple-could-be-the-next-catalyst/cZo6Ff1RJKh">Micron Nears $1,000 – And Apple Could Be The Next Catalyst</a>&nbsp;

In this photo illustration, a person holds a smartphone displaying the logo of Broadcom Inc.

AVGO Stock Rebounds After Worst Drop In Two Months: Retail Traders Look Past VMware Worry, Bet On Rebound

AVGO dipped 6% on Friday, piquing interest among retail investors ahead of the chipmaker's quarterly report due early next month.

<ul class="summary-bullets"><li>Telsey raised Target’s price target to $170 from $150, citing turnaround potential.</li><li>Truist expects Q2 comparable sales to meet or exceed its 2.5% forecast.&nbsp;</li><li>Deutsche Bank said high expectations make execution and sustainable growth key tests for the company.&nbsp;</li></ul>Target Corp. (TGT) stock ticked higher overnight after Wall Street analysts raised their price targets ahead of the company’s second-quarter (Q2) results, showing some cautious confidence in the retailer’s recovery. Telsey set the highest target at $170, while Truist and Deutsche Bank also raised their price targets.<h2 class="st-heading-2">Telsey, Truist Raise Price Target, See Room For Further Upside&nbsp;</h2>Telsey Advisory Group lifted its price target on TGT to $170 from $150 while maintaining an ‘Outperform’ recommendation, implying a 10% upside to the stock’s last closing price.&nbsp;The firm said Target could recapture some of the business it has lost as management advances its broader turnaround effort. Telsey remains positive on the strategy but cautioned that the recovery could involve setbacks rather than follow a smooth path.Truist also raised its price target, moving it to $147 from $130, while retaining a ‘Hold’ rating. The firm expects Target’s comparable-store performance to land around its 2.5% forecast or modestly better, based in part on information from its card-spending data. Truist also said household spending has remained resilient despite a challenging economic environment.<a href="https://stocktwits.com/symbol/TGT">Target stock</a> edged 0.2% higher overnight, ahead of Monday.&nbsp;<h2 class="st-heading-2">Expectations Create A Higher Bar for Target&nbsp;</h2>Deutsche Bank increased its price target to $140 from $126 and reiterated a ‘Hold’ rating. The firm sees unusually strong investor expectations surrounding the earnings announcement.&nbsp;Deutsche Bank expects investors to look beyond Q2 and focus on whether better store operations and product selection can support steady growth through fiscal 2027. Thus, the central question now extends beyond Target’s Q2, with investors wanting evidence that recent operational improvements can translate into sustained sales momentum.Deutsche Bank believes investors have already priced in much of Target’s recovery. Now, the retailer must show it can improve its stores, products and overall shopping experience.&nbsp;Target’s new CEO, Michael Fiddelke, took office in February. On Tuesday, the company appointed Chandhu Nair as its first chief AI officer. Target is slated to report Q2 earnings on August 19, with analysts expecting $26 billion in revenue and earnings of $2.3 per share, according to Fiscal Ai data.&nbsp;&nbsp;<h2 class="st-heading-2">TGT Stock: Retail View&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory. The stock has seen a 300% increase in message volume over the past week, with a 0.1% gain in watchers.&nbsp;TGT stock has gained 58% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-crwd-s-aehr-stocks-hit-52-week-highs-last-week/cZo6o9eRJKi">Why Did CRWD, S, AEHR Stocks Hit 52-Week Highs Last Week?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The rising sun illuminates the Target corporate logo on a sign at a store on May 19, 2026, in Jersey City, New Jersey. 

TGT Stock Rises Overnight: Target Analysts Turn More Bullish, But The Turnaround Faces A Tough Test 

Telsey, Truist, and Deutsche Bank raised Target’s price targets ahead of fiscal second-quarter 2026 earnings.

TGT Stock Rises Overnight: Target Analysts Turn More Bullish, But The Turnaround Faces A Tough Test

Telsey, Truist, and Deutsche Bank raised Target’s price targets ahead of fiscal second-quarter 2026 earnings. 


Target Corp

Vanguard Consumer Staples ETF

Consumer Staples Select Sector SPDR Fund

<ul class="summary-bullets"><li>The analyst said in a note, according to TheFly, that it believes the stock's bull case "faces new pressures from above and below. "&nbsp;</li><li>AT&amp;T and Verizon have sharply enhanced their offers to price-driven postpaid subscribers, a segment T-Mobile has dominated, the analyst reportedly said.&nbsp;</li><li>The firm said that it is also concerned that investor expectations for T-Mobile's capital returns are too high.</li></ul>T-Mobile US Inc. (TMUS) is on track for a second month of gains despite industry-wide pressures weighing down on all telecommunication companies. The stock is up nearly 6% so far in August.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260817_021218142_0f171de9a2.png" alt="koyfin_20260817_021218142.png" width="2400" height="1500"></figure>Despite its recent performance, Wolfe Research analyst Peter Supino downgraded the stock to ‘Peer Perform’ from ‘Outperform’ without a price target.&nbsp;<h2 class="st-heading-2">Why Did Wolfe Research Downgrade T-Mobile?</h2>The analyst said in a note, according to TheFly, that it believes the stock's bull case "faces new pressures from above and below. "&nbsp;<a href="https://stocktwits.com/symbol/T">AT&amp;T Inc. (T)</a> and <a href="https://stocktwits.com/symbol/VZ">Verizon Inc. (VZ)</a> have sharply enhanced their offers to price-driven postpaid subscribers, a segment T-Mobile has dominated, the analyst reportedly said.&nbsp;Meanwhile, Wolfe says cable is offering larger device promotions, and Starlink's expansion could cut into T-Mobile's fixed wireless access growth. The firm said that it is also concerned that investor expectations for T-Mobile's capital returns are too high.<h2 class="st-heading-2">T-Mobile CEO Downplays Starlink Threat</h2>Earlier this month, T-Mobile CEO Srini Gopalan&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tmus-ceo-dismisses-spcx-starlink-mobile-threat-why-he-questions-the-customer-gap-elon-musk-is-targeting/cZofON6RJ90">downplayed</a> the competitive threat from Starlink, arguing that satellite-based cellular services have yet to demonstrate a clear customer need or differentiation from traditional mobile networks. He said satellite connectivity would likely remain complementary to terrestrial networks, particularly for extending coverage in rural areas, where T-Mobile already uses Starlink’s satellites.&nbsp;His comments came in response to Elon Musk’s confirmation that SpaceX plans to launch a U.S. mobile service, with Starlink targeting a rollout by late 2027. Musk has claimed the service could offer higher bandwidth than existing cellular networks, while SpaceX expects to compete for customers from T-Mobile, AT&amp;T and Verizon.&nbsp;Meanwhile, T-Mobile (TMUS) and <a href="https://stocktwits.com/symbol/SPCX">SpaceX's (SPCX)</a> Starlink have also partnered to provide direct-to-cell satellite connectivity, known as T-Satellite, in low cellular connectivity zones across the United States.<h2 class="st-heading-2">TMUS Stock: Retail Stance</h2>On Stocktwits, retail sentiment around TMUS stock was ‘bearish’ at the time of writing amid ‘normal’ message volumes.&nbsp;One user&nbsp;<a href="https://stocktwits.com/Stockmarketinvest/message/661711840">said</a>, “$SPCX the real value in spacex is in its potential to create a mobile network to challenge T-Mobile and Verizon $TMUS and $VZ are in big big trouble and will have to compete on price.”However, another user&nbsp;<a href="https://stocktwits.com/Carlotc88/message/661965413">said</a>, “$TMUS did everyone forget that TMUS is the only wireless carrier that has partnered with Starlink?? People have no clue. 600mhz is on starlink!!! That’s exclusive to TMUS. Supermobile by T-Mobile and superbroadband for business….VZW and ATT have zero partnership with starlink!”<a href="https://stocktwits.com/symbol/TMUS">TMUS stock</a> is down about 8.5% so far in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of T-Mobile US Inc. 

TMUS Stock Is On Track For A Second Month Of Gains, But This Analyst Sees ‘New Pressures’ Ahead

Wolfe Research analyst Peter Supino downgraded T-Mobile US stock to ‘Peer Perform’ from ‘Outperform’ without a price target.

AT&T Inc

T-Mobile US Inc

Verizon Communications Inc.

<ul class="summary-bullets"><li>SpaceX was Harvard’s largest individual holding within the $4.3 billion U.S. equity portfolio disclosed in its regulatory filing.</li><li>Other university investors have also benefited, including the University of California, which disclosed a SpaceX stake worth about $1 billion.</li><li>Mizuho reiterated an ‘Outperform’ rating and $200 target, implying about 43% upside from current levels.</li></ul>SpaceX (SPCX) shares rose over 1% overnight late Sunday after Harvard University revealed a $2.2 billion stake in Elon Musk’s space-and-AI giant, while Mizuho said Grok 4.6 could help the company win enterprise customers from a relatively small base.&nbsp;<a href="https://stocktwits.com/symbol/SPCX">SPCX stock</a> slipped 0.9% to $140 on Friday but still finished higher for a second consecutive week, gaining more than 5% over the past week.&nbsp;<h2 class="st-heading-2">Harvard Scores Big On SpaceX IPO</h2>A Friday regulatory filing showed that Harvard Management held $2.2 billion of SpaceX shares at the end of the quarter. The rocket maker was Harvard’s largest individual position among the $4.3 billion of U.S.-listed equities disclosed in the filing.The position may reflect Harvard’s exposure to SpaceX before its record June IPO, likely through a mix of direct ownership and shares distributed by venture funds. Harvard Management oversaw a $57 billion endowment as of June 2025.Other academic institutions have also benefited from backing SpaceX while it was private. The University of California’s investment arm disclosed a stake worth $1 billion, while the University of North Carolina and Washington University in St. Louis have reported sizable gains. The returns come at a useful time for universities facing pressure from uncertain research funding, demographic shifts and weaker private-equity performance.<h2 class="st-heading-2">Mizuho Sees 43% Upside For SpaceX</h2>Harvard’s disclosure came alongside a bullish AI call from Mizuho, which reiterated an ‘Outperform’ rating and $200 price target on SpaceX, implying a 43% upside from current levels.&nbsp;The brokerage said Grok 4.6’s benchmark results place it “roughly in line” with the latest models from OpenAI and Anthropic, marking another step toward establishing Grok as a serious frontier model. SpaceXAI said Grok 4.6 matched OpenAI’s GPT-5.6 Sol on the Artificial Analysis Intelligence Index. The model also improved across coding, knowledge-work and long-duration agentic tasks, with distribution through Cursor, Grok Build, its API and third-party platforms.Mizuho believes the combination of “frontier-level performance, lower pricing and Cursor distribution” could help Grok gain enterprise customers from its relatively small starting position. Grok 4.6 pricing begins at $2 per million input tokens and $6 per million output tokens.Based on recent industry commentary from CoreWeave and Nebius, the firm said outside AI-compute capacity is “exceptionally tight.” Prices are climbing for both current and previous-generation infrastructure, while some customers are increasingly willing to pay in advance to secure capacity. This scarcity could make SpaceX’s infrastructure ambitions, and its close relationship with Nvidia, more valuable.Nvidia&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-discloses-21-billion-stake-in-spacex-elon-musks-rocket-firm-becomes-nvidias-no-2-holding/cZotyxyRJKP">disclosed</a> a $21 billion SpaceX stake last week. During SpaceX’s first public earnings call, Musk said the company had chosen to build “exclusively on Nvidia,” calling its Vera Rubin architecture “the best AI computer.” He also expects a “significant allocation” of Nvidia’s next-generation chips in 2027.<h2 class="st-heading-2">How Do Retail Traders Feel About SPCX?</h2>On Stocktwits, retail sentiment for SPCX slipped to ‘bullish’ from ‘extremely bullish’ levels a day ago amid ‘normal’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/spcx_ss_e031f5f696.png" alt="spcx ss.png" width="968" height="131"><figcaption>SPCX sentiment and message volume as of August 16 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/Dbw77/message/662030036">said</a>, “$SPCX The amount of Money come in this week from private placement companies and the publicly funded companies buying in this week will be billions”<stembedurl>https://stocktwits.com/Dbw77/message/662030036</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Yerbitron5000/message/662029181">said</a>, “$SPCX In my opinion, I can see this get back up over 200 pretty quickly. I’m sure long term this will go further but I’m targeting 200.”<stembedurl>https://stocktwits.com/Yerbitron5000/message/662029181</stembedurl>SPCX stock has declined 13% over the past three months.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hims-oscar-health-ceo-new-drug-marketplace/cZo6FUSRJKL">HIMS Stock Climbs Overnight: Oscar Health CEO Courts Hims For New Drug Marketplace&nbsp;</a>

The logo of SpaceX is displayed on a smartphone screen. (Photo by VCG/VCG via Getty Images)

SPCX Stock Rises Overnight: Harvard Reveals $2.2B SpaceX Stake, Analyst Sees 40% Upside As Grok Takes Aim At Anthropic, OpenAI  

Mizuho said Grok 4.6 is “roughly in line” with newer OpenAI and Anthropic models, with its performance, pricing and Cursor distribution supporting enterprise gains.

SPCX Stock Rises Overnight: Harvard Reveals $2.2B SpaceX Stake, Analyst Sees 40% Upside As Grok Takes Aim At Anthropic, OpenAI

<ul class="summary-bullets"><li>This represents a 17% trimming in the FISV stake.&nbsp;</li><li>Last month, in a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fiserv-faces-fresh-activist-pressure-jana-backs-turnaround-but-says-board-must-do-more-to-restore-investor-confidence/cZNECQERJ2s">letter</a> sent to Fiserv, JANA Partners said it supports the company’s decision to explore a sale of its debit network assets but argued that the company needs to do more to unlock shareholder value.&nbsp;</li><li>JANA also called for further board changes, saying recent additions have been insufficient to address governance concerns.&nbsp;</li></ul>New York-based activist investment firm JANA Partners Management has cut its stake in Fiserv Inc. (FISV) by about 17%, according to a filing with the U.S. Securities and Exchange Commission reported on Friday.The firm now holds about 3.66 million FISV shares worth nearly $180 million as of the second quarter, according to the filing. As of the end of the first quarter, JANA Partners held 4.44 million Fiserv shares worth about $247.5 million.<h2 class="st-heading-2">JANA Calls For Broader Portfolio Review</h2>Last month, in a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fiserv-faces-fresh-activist-pressure-jana-backs-turnaround-but-says-board-must-do-more-to-restore-investor-confidence/cZNECQERJ2s">letter</a> sent to Fiserv, JANA Partners said it supports the company’s decision to explore a sale of its debit network assets but argued that the company needs to do more to unlock shareholder value.&nbsp;JANA urged Fiserv to conduct a comprehensive review of its entire portfolio, arguing that the company’s diverse collection of assets is worth significantly more than its public-market valuation reflects. The investor said divestitures could reduce Fiserv’s valuation discount while helping restore investor credibility.&nbsp;JANA also called for further board changes, saying recent additions have been insufficient to address governance concerns.&nbsp;<h2 class="st-heading-2">Fiserv’s Leadership Troubles</h2>Fiserv has faced significant leadership disruption in recent months. CEO Michael Lyons stepped down in June, and Takis Georgakopoulos took over as CEO and joined the board.&nbsp;President Dhivya Suryadevara subsequently departed on July 7, citing contractual provisions following Lyons’ exit. “Recent failures in executive talent retention and attraction, including allowing senior executives to tie their own employment agreements to the continued service of the CEO, have further damaged the Board's standing with investors. As such, we believe the Company requires further Board change,” JANA said in the letter.<h2 class="st-heading-2">FISV Stock Performance And Retail Stance</h2>On Stocktwits, retail sentiment around the company’s shares declined from ‘bullish’ to ‘neutral’ over the past week amid ‘normal’ message volumes at the time of writing.&nbsp;&nbsp;One user&nbsp;<a href="https://stocktwits.com/Curlyroprim1/message/661959755">said</a>, “$FISV I’m out especially since Jana just cut 17%.”<a href="https://stocktwits.com/symbol/FISV">FISV stock</a> is down 17% so far in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Fiserv company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

FISV Stock: Jana Partners Cuts Fiserv Stake Amid Push For More Board Changes 

JANA Partners Management now holds about 3.66 million FISV shares worth nearly $180 million as of the second quarter, down from 4.44 million shares worth about $247.5 million in the previous quarter.

FISV Stock: Jana Partners Cuts Fiserv Stake Amid Push For More Board Changes

JANA Partners Management now holds about 3.66 million FISV shares worth nearly $180 million as of the second quarter, down from 4.44 million shares worth about $247.5 million in the previous quarter. 

Fiserv, Inc.

<ul class="summary-bullets"><li>CrowdStrike hit a record $227.50 as Oppenheimer and RBC raised their price targets, citing stronger platform adoption.&nbsp;</li><li>Oppenheimer raised SentinelOne’s price target ahead of August 28 earnings.&nbsp;</li><li>Aehr Test Systems hit a record high of $147.40 on testing order momentum.</li></ul>CrowdStrike Holdings (CRWD), SentinelOne (S) and Aehr Test Systems (AEHR) stocks each reached fresh 52-week highs as investors responded to improving industry signals and company-specific catalysts.Aehr Test Systems stock gained over 8%, while CrowdStrike and SentinelOne stocks pared gains to end the trading session 3% lower each.&nbsp;<h2 class="st-heading-2">Wall Street Raises The Bar For CrowdStrike Ahead Of Earnings&nbsp;</h2><a href="https://stocktwits.com/symbol/CRWD">CrowdStrike stock</a> surged to a record high of $227.50 as it headed into its second-quarter (Q2) results with stronger expectations from Wall Street, after two major firms sharply lifted their price targets on the cybersecurity company.On Friday, Oppenheimer increased its price target for CRWD to $250 from $187.50 while retaining an ‘Outperform’ rating, implying a 15% upside to the stock’s last closing price. The firm’s latest checks suggest the company could outperform its own Q2 revenue outlook by roughly 1.5%, with analysts pointing to wider use of its security platform and increased spending from existing customers.RBC Capital Markets also became more constructive, lifting its CrowdStrike price target to $256 from $188.75 while maintaining an ‘Outperform’ rating. The firm said channel partners appeared increasingly positive about recent business activity and expressed greater confidence in demand during the second half of the year.&nbsp;However, on Stocktwits, retail sentiment around the stock turned to ‘bearish’ from ‘neutral’ territory the previous day.&nbsp;<h2 class="st-heading-2">SentinelOne Hits Annual High As Oppenheimer Lifts Price Target&nbsp;</h2><a href="https://stocktwits.com/symbol/S">SentinelOne stock</a> also advanced to an annual high of $23.95 after Oppenheimer boosted its price target to $27 from $21 and maintained an ‘Outperform’ rating ahead of its Q2 earnings on August 28. The new price target suggests a 17% upside to the stock’s last closing price.&nbsp;Checks with channel partners suggested execution had improved, while activity among mid-sized businesses and the sales pipeline showed signs of improvement. The company’s Singularity platform remains central to its push into cloud security and AI-driven automation.Analysts project Q2 revenue of $290.18 million and earnings of $0.07 per share, according to Fiscal AI data. Retail sentiment around the stock turned to ‘neutral’ from ‘bullish’ territory the previous day.&nbsp;<h2 class="st-heading-2">Aehr’s AI Catalyst</h2><a href="https://stocktwits.com/symbol/AEHR">Aehr Test Systems stock</a> reached a record high of $147.40 after announcing a $22 million follow-on order on August 12. The purchase covers automated FOX-XP wafer-level burn-in equipment destined for an AI processor customer in Taiwan.&nbsp;Consequently, Jefferies analyst Kevin Garrigan initiated Aehr Test Systems coverage with a Buy rating and $175 target, implying over a 30% upside to the stock’s last close. Retail sentiment around the stock remained in ‘bullish’ territory.&nbsp;So far this year, S, AEHR, and CRWD stocks surged between 54% and 563%.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ai-money-moves-put-these-five-stocks-in-spotlight-last-week-nvda-intc-orcl-amd-sndk/cZo6V2KRJKf">AI Money Moves Put These Five Stocks In Spotlight Last Week: NVDA, INTC, ORCL, AMD, SNDK</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The CrowdStrike Holdings, Inc. logo appears on the screen of a smartphone in Reno, United States, on December 1, 2024.

Why Did CRWD, S, AEHR Stocks Hit 52-Week Highs Last Week? 

The stock rallies were fueled by bullish analyst targets, stronger demand expectations and AI-driven growth catalysts.

Why Did CRWD, S, AEHR Stocks Hit 52-Week Highs Last Week?

The stock rallies were fueled by bullish analyst targets, stronger demand expectations and AI-driven growth catalysts. 

Aehr Test Systems

Crowdstrike Holdings Inc

SentinelOne Inc

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlist is experiencing significant upward momentum and heightened community engagement, driven by a landmark settlement and supply agreement with Samsung that has validated the company's patent portfolio. Investors are actively discussing the potential for similar settlements with other industry players, the impact of ongoing ITC litigation, and the possibility of a short squeeze as a substantial number of shares remain sold short.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as strong investor sentiment around AI-driven memory demand clashes with significant bearish bets, leading to intense volatility as the stock approaches the key psychological barrier of $1,000. Market participants are actively debating the sustainability of the current price surge, while simultaneously monitoring competitive developments, potential patent litigation, and government efforts to localize semiconductor supply chains.

Aventus Network

Aventus Network is seeing heightened volatility and intense community discussion following a sharp price decline and reports of restricted trading on major platforms. Investors remain divided, with some debating potential market manipulation or delisting risks while others view the pullback as a significant entry opportunity for a project they believe has strong enterprise utility.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount shares are trending as investors weigh the significant regulatory clearance secured across 68 countries against the ongoing legal obstruction from U.S. state attorneys general. The community is actively debating the likelihood of a settlement before the merger's financial deadlines and the potential impact of David Ellison's stated contingency of relocating operations out of California.

Algorand is a scalable, secure, and decentralized digital currency and smart contract platform. Its protocol uses a variation of Proof-of-Stake (PoS) called Pure PoS (PPoS) to secure the network and reach consensus on block production. Developers can build decentralized applications (dApps) using familiar programming languages, including Python, which Algorand supports natively. Its infrastructure enables various use cases, including payment systems, digital identity solutions, supply-chain tracking, and financial services. The protocol's architecture allows for tokenization of assets and the development of smart contracts, while its technical specifications support both retail users seeking basic transaction capabilities and enterprises requiring more, complex, blockchain solutions.

Algorand

Algorand is currently trending due to active community debates over its long-term potential as a quantum-secure layer-1 blockchain versus skepticism regarding its price performance and historical dilution. Investors are closely monitoring its technical developments, market liquidity, and social media activity while discussing its long-term viability compared to other major altcoins.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom is currently trending as investors weigh recent volatility driven by speculative reports on financing risks and semiconductor sector rotations against the company's strong AI-driven fundamentals. The community remains largely focused on the sustainability of the AI infrastructure cycle and is actively debating whether the recent dip represents a strategic buying opportunity ahead of upcoming earnings.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is trending as investors react to strong quarterly earnings that featured triple-digit revenue growth and raised guidance, fueling community optimism about the company's dual leadership in quantum computing and government-backed sensing technology. Market participants are actively discussing heavy institutional accumulation, recent government funding catalysts, and the potential for a significant upside squeeze as shares remain highly sought after within the evolving quantum sector.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems is seeing massive volatility and heavy trading volume following a strong earnings report that highlighted record bookings and an optimistic revenue outlook, fueling intense debate between momentum-chasing bulls and skeptics pointing to high valuations and insider selling. The community is actively discussing the stock's parabolic price swings and debating whether current price levels are supported by fundamentals or inflated by retail euphoria and potential short squeezes.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is seeing intense trading volume and bullish sentiment driven by strong institutional backing, new long-term supply agreements with major hyperscalers, and an aggressive share buyback program. Community discourse is heavily focused on the stock's role as a play on AI-driven memory demand, with many investors dismissing recent short-seller activity and betting on continued momentum toward all-time highs.

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

Candel Therapeutics is trending as investors focus on the upcoming Q4 Biologics License Application filing for its prostate cancer therapy, supported by strong institutional interest and anticipation surrounding clinical milestones presented at major conferences. Community discussion highlights an optimistic outlook for the company's immunotherapy platform and potential M&A interest, while technical traders monitor the stock's recent consolidation and breakout patterns.

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