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

Moderna Inc

Modernas sharp selloff follows a reported early leak of Phase 3 results for its personalized melanoma vaccine with Mercks Keytruda. Traders disagree on whether the reported benefit is positive but below lofty expectations or the market is overreacting to partial, uncertain data, driving volatile debate over the implications.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is plunging amid a broad tech and semiconductor selloff, with traders pointing to surging oil and geopolitical concerns alongside worries about AI infrastructure financing after comments on neocloud funding. The steep losses have fueled talk of an AI-bubble unwind, while dip-buyers argue chip demand remains intact and see the decline as an overreaction.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgents CFO departure has driven a sharp selloff, with traders split between fears of undisclosed financial problems and views that the market overreacted to a transition described as being for family reasons. The companys indication that fiscal first-quarter revenue and adjusted EBITDA would exceed the high end of guidance, alongside guidance reaffirmation, prompted some dip-buying but did not quiet the concerns.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a sharp Nasdaq and technology selloff, with traders debating whether doubts about AI spending returns and credit availability are undermining the AI trade; Iran-related tensions and rising oil prices add to the risk-off concerns. Most reactions are bearish and focused on continued selling, though some see the pullback as a buying opportunity or expect a rebound.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys Q3 earnings and guidance are the main focus, with traders debating whether results can meet lofty expectations amid a sharp pullback and broader selling in AI and growth stocks. Bulls point to demand for power from data centers, while bears cite valuation and fear that even strong results may not overcome the risk-off market.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

A sharp post-earnings reversal is being widely attributed by traders to a large share-unlock event that increased potential selling supply, alongside broader weakness in tech stocks. Bulls see a buying opportunity after strong results, while bears point to further unlocks, a rich valuation, heavy spending and Tesla-merger uncertainty as reasons for caution.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is drawing attention after a steep decline alongside the Nasdaq and semiconductor stocks, with traders mostly pointing to broad market weakness and renewed concerns about AI valuations and spending rather than company-specific news. The discussion is split between dip-buyers calling the drop overdone and bears arguing that the AI trade is overextended.

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

Nokia Corp - ADR

Nokia Corp

Nokias shares sold off despite a third-quarter earnings beat, as investors focused on lower free-cash-flow conversion guidance, negative cash flow and higher restructuring costs. Traders debate whether the drop is an overreaction, pointing to rapid AI and cloud growth, while bears argue the companys strong demand has yet to translate into cash.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

AMZN is drawing attention after a sharp selloff erased recent gains amid broader weakness in technology and hyperscaler stocks. Traders debate whether the drop is sector rotation and panic selling or concern about AI spending and cash flow, with some viewing it as a buying opportunity ahead of earnings.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

A sharp selloff amid broader weakness in semiconductor and AI stocks is driving attention, with traders also citing a Susquehanna price-target cut and focusing on Intels earnings. The community is split between viewing the decline as a buying opportunity and expecting further downside, with many attributing the pressure to the wider market or short-selling.

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Arbitrum Is ‘Hugely Undervalued,’ Standard Chartered Says – Forecasts 70X ARB Upside After Robinhood Chain Launch

Cryptocurrency

Standard Chartered initiated coverage of Arbitrum with a $10 target for ARB by the end of 2030, implying roughly 70 times upside from current levels.


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Global M&A activity hits $1.29T in Q3, fueled by rate-cut hopes and record U.S. bank deals, signaling strong momentum for dealmaking.

Arbitrage Funds - AltShares Merger Arbitrage ETF

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<ul class="summary-bullets"><li>The bank sees Robinhood Chain as early evidence that Arbitrum could become a major blockchain infrastructure provider for traditional financial institutions.</li><li>Geoff Kendrick expects Arbitrum’s monthly revenue to reach about $5 million in September, more than five times its level before Robinhood Chain launched.</li><li>Standard Chartered estimates tokenized assets could reach $4 trillion by the end of 2028, creating a large market for blockchain infrastructure providers.</li></ul>Standard Chartered’s Geoff Kendrick initiated coverage of Arbitrum (ARB) on Monday, forecasting that the token could climb roughly 70x by the end of 2030 to $10, citing the recent launch of Robinhood Chain as evidence that Arbitrum could emerge as a leading blockchain for traditional financial institutions moving assets on-chain.“The recent Robinhood Chain launch has demonstrated the potential for Arbitrum to become the number 1 choice for TradFi when bringing assets on-chain,” Geoff Kendrick, global head of digital assets research at Standard Chartered, told Stocktwits in an email.Kendrick expects Arbitrum’s monthly revenue to reach about $5 million in September at the current run rate, including fees from its Arbitrum Expansion Program. He said that would represent an increase of more than fivefold from revenue levels before the Robinhood Chain launch in early July.<figure class="image"><img src="https://news.stocktwits-cdn.com/image007_1_09e967b5f9.png" alt="image007 (1).png" width="481" height="289"><figcaption>Arbitrum’s monthly revenue expansion. | Source: Kendrick Geoffrey, Standard Chartered</figcaption></figure><a href="https://stocktwits.com/coins/arbitrum">ARB token’s price</a> fell 1.7% over the past 24 hours to about $0.13 amid broader market weakness. Bitcoin (BTC) declined 1.5% to roughly $77,000, while the overall crypto market was down about 0.1% at $2.73 trillion.I think the ARB token, which is now hugely undervalued with this higher revenue base, is going to undergo a structural re-rating.<blockquote>– Geoff Kendrick, Head of Digital Assets Research, Standard CharteredRobinhood Chain Strengthens Arbitrum’s TradFi Case</blockquote>Kendrick stated that Arbitrum was one of the two dominant layer-2 blockchains built on Ethereum (ETH), alongside Coinbase’s (COIN) Base. However, unlike Base, Arbitrum has its own native token.He added that the network’s business model extends beyond processing transactions. Arbitrum also helps traditional financial companies launch their own layer-2 networks by providing technology and support. In return, it receives a rolling fee equal to 10% of net protocol revenue.Kendrick sees Robinhood Chain as an early example of how that model could generate revenue if financial institutions increasingly use blockchain networks to bring stocks, funds and other assets on-chain.<h2 class="st-heading-2">Tokenization Could Drive Arbitrum Revenue</h2>Standard Chartered estimates that tokenized assets could reach $4 trillion by the end of 2028, potentially creating a significant market for blockchain infrastructure providers.The firm expects Arbitrum to benefit from that growth and sees room for the network’s market-cap-to-fees multiple to move closer to valuations seen among major layer-1 blockchains.However, Standard Chartered also flagged slower growth in asset tokenization and increased competition from other blockchains as potential challenges. The bank also noted that ARB currently has no direct mechanism for accruing value from Arbitrum’s revenue<h2 class="st-heading-2">ARB Has Lagged Bitcoin, Ethereum</h2>The ARB token has struggled to keep pace with the broader crypto market. The token is down more than 27% year to date and more than 70% over the past 12 months.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> is down about 12% this year and 33% over the past 12 months, while&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> has declined roughly 16% year to date and about 46% over the past year.Standard Chartered’s $10 target therefore represents a sharp reversal from ARB’s current price of about $0.13. Reaching that level would require the token to gain roughly 70 times from current levels.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ethereum-price-surges-past-2600-for-first-time-in-8-months-outruns-bitcoin/cZtXNRKRBGU">Ethereum’s Price Surges Past $2,600 For First Time In 8 Months: Outruns Bitcoin, XRP, Solana</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 A general view of the Standard Chartered Bank logo at their head office in Basinghall Avenue on October 14, 2024 in London, United Kingdom. (Photo by John Keeble/Getty Images)

Standard Chartered initiated coverage of Arbitrum with a $10 target for ARB by the end of 2030, implying roughly 70 times upside from current levels.

Arbitrum Could Reach $10 By 2030: Standard Chartered Calls ARB ‘Hugely Undervalued’ 

AltShares Trust - AltShares Merger Arbitrage ETF

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