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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 strong quarterly results and raised outlook have been overshadowed by a sharp selloff, with traders focused on negative cash flow, heavy spending to expand production, and valuation after the stocks run-up. Bulls call the decline an overreaction and point to demand for data-center power, while bears question whether growth will translate into cash generation.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics early Phase 1 azer-cel results in progressive MS are driving attention, with traders highlighting encouraging safety and signs of disability stability or improvement as a potential pipeline opportunity beyond BRIUMVI. Others say the stock reaction has been underwhelming and caution that the findings come from a small, uncontrolled study; BRIUMVIs subcutaneous trial data and earnings are also in focus.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Anticipation of Anthropics potential IPO and related S-1 filing is driving attention, with traders viewing DXYZ as a public-market proxy for its private-company holdings and debating whether those holdings support a higher NAV. Bullish excitement over a possible IPO-fueled rerating is tempered by concerns about delays, weak price action, and the gap between estimated NAV and the share price.

Phathom Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel treatments for gastrointestinal diseases. The company was founded by Tadataka Yamada, David Socks, Azmi Nabulsi, Aditya Kohli, and Roger Ulrich on January 9, 2018 and is headquartered in Florham Park, NJ.

Phathom Pharmaceuticals Inc

BDR Pharmaceuticals lawsuit challenging the FDAs refusal to accept a generic application for VOQUEZNA has raised concerns that Phathoms exclusivity could be shortened, weighing on shares. Traders debate how serious the risk is: some see a long-term overhang, while others stress the suit is not approval of a generic and expect the FDAs exclusivity decision to stand.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

IEPs steep decline has traders focused on whether its high distribution is sustainable, with speculation about a cut and concern over hedging losses, debt maturities, and upcoming earnings. Some see value in IEPs CVR Energy stake and potential short-squeeze dynamics, while others argue that continued losses and dilution outweigh the distribution.

American Express Co. engages in the provision of card-issuing, merchant-acquiring, and card network businesses. Its products and services include credit cards, business credit cards, corporate programs, gift cards, savings accounts and CDs, and the American Express App. It operates through the following segments: the United States Consumer Services (USCS), Commercial Services (CS), International Card Services (ICS), Global Merchant and Network Services (GMNS), and Corporate and Other. The USCS segment includes proprietary consumer cards and provides services to United States consumers. The CS segment offers corporate and small business cards and provides services to United States businesses. The ICS segment provides consumers, small businesses, and corporate cards outside the United States. The GMNS segment is involved in operating a global payments network that processes and settles card transactions, acquires merchants, and provides multi-channel marketing programs and capabilities, services and data analytics. The Corporate and Other segment covers corporate functions and certain other businesses and operations. It also operates through the following geographical segments: United States, EMEA, APAC, LACC, and Other. The EMEA segment represents Europe, the Middle East, and Africa. The APAC segment refers to Asia Pacific, Australia, and New Zealand. The LACC segment focuses on Latin America, Canada, and the Caribbean. The Other segment includes net costs which are not directly allocated to specific geographic regions. The company was founded by Henry Wells, William G. Fargo, and John Warren Butterfield on March 28, 1850 and is headquartered in New York, NY.

American Express Co.

American Express shares are drawing attention after quarterly results beat profit expectations and the company raised its earnings outlook, but revenue fell slightly short and plans to cut about 5% of its global workforce as part of a restructuring. Traders are divided: some see the selloff as excessive given the stronger guidance, while others focus on the revenue miss, layoffs, and consumer-spending concerns.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is drawing attention after a sharp decline alongside a broader selloff in Chinese tech and Hong Kong markets, with traders watching whether the stock can hold a key round-number support level. Bulls see an oversold dip and cite Alibabas cloud and AI prospects, while bears point to weak China-market sentiment, policy risks and the stocks long-running underperformance.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

A sharp gold selloff has put GLDs safe-haven role under scrutiny, with traders pointing to dollar and rate concerns and its recent tendency to fall alongside risk assets; others see the pullback near support as a buying opportunity.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

A stronger-than-expected Q3 report, raised outlook and record backlog are driving attention, alongside a proposed 10-year F-35 production framework that still requires formal contracting approval. Traders are broadly bullish on post-earnings momentum, though some warn the shares look overbought and could give back gains.

Target Corp. engages in the operation and ownership of general merchandise stores. It offers food and general merchandise, clothing and household goods, electronics, and toys. Its brands include A New Day, All in Motion, Art Class, Auden, AVA & VIV, Boots and Barkley, Brightroom, Bullseye's Playground, Casaluna, Cat & Jack, Cloud Island, Colsie, dealworthy, Embark, Everspring, Favorite Day, Figmint, Future Collective, Gigglescape, Good & Gather, Goodfellow & Co, Hearth & Hand with Magnolia, Heyday, Hyde & EEK! Boutique, JoyLab, Kindfull, Kona Sol, Made By Design, Market Pantry, Mondo Llama, More Than Magic, Opalhouse, Open Story, Original Use, Pillowfort, Project 62, Room Essentials, Shade & Shore, Smartly, Smith & Hawken, Sonia Kashuk, Spritz, Sun Squad, Threshold, Universal Thread, up&up, Wild Fable, Wondershop, Xhilaration, California Roots, Casa Cantina, The Collection, Headliner, Jingle & Mingle, Rosé Bae, Photograph, SunPop, and Wine Cube. The company was founded by George Draper Dayton in 1902 and is headquartered in Minneapolis, MN.

Target Corp

Targets earnings beat and raised outlook have fueled optimism that its turnaround is gaining traction, with traders pointing to improving traffic and sales. The debate is whether that progress can last, since tariff refunds boosted results and some traders view the latest pullback as a reversal of prior gains.

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Michael Burry Stays Skeptical Of Alibaba After $10.2B AI Share Sale: ‘Issuing Shares Is Now Its New Paradigm’

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Burry’s comments come after Alibaba announced its June-quarter profit plunged 76% and capital expenditure jumped 75% on AI infrastructure.

Galaxy CEO Mike Novogratz Says A Turn In Alibaba Could Signal Bitcoin Has Bottomed

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Regarding Strategy, Novogratz noted that Michael Saylor has sufficient cash to cover dividends and is not a forced seller amid market challenges.

GraniteShares ETF Trust - GraniteShares 2x Long BABA Daily ETF

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<ul class="summary-bullets"><li>Michael Burry said that he won’t rebuy Alibaba stock, saying it would have to drop 50% from here before he looks at it again.</li><li>Alibaba is selling shares to raise $10.2 billion, and all of the net proceeds will be used to boost its “full stack” AI capabilities.</li><li>It would be the biggest primary follow-on offering ever by a company listed in Hong Kong.</li></ul>Michael Burry said on Sunday that he wouldn’t return to Alibaba Group Holding Ltd. (BABA) after the Chinese technology company disclosed a $10.2 billion share placement to fund its artificial intelligence ambitions.On X, he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/michaeljburry/status/2091519948476830137?s=20">said</a>, “I will not flip any of that back to #Alibaba, as issuing shares is now its new paradigm,” adding that the stock would have to fall by half even for him to consider buying it. The investor who became famous for his bet against subprime mortgages said he turned his Alibaba stock into a large JD.com Inc. (JD) position a few months ago.<figure class="image"><a class="st-link-external" href="https://x.com/michaeljburry/status/2091519948476830137" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_08_23_at_1_56_10_PM_b23581548a.png" alt="Screenshot 2026-08-23 at 1.56.10 PM.png" width="940" height="710"></a><figcaption>Source: @michaeljburry</figcaption></figure><h2 class="st-heading-2">&nbsp;Alibaba Plans $80B Share Sale To Fund Full-Stack AI Push</h2>Alibaba said it proposed to offer to non-U.S. persons outside the United States newly issued ordinary shares for a total consideration of HK$80 billion, subject to market and other conditions. All net proceeds would be used to invest in the company’s “full stack” AI capabilities, including chips, infrastructure and the development and deployment of AI models, it said.Alibaba was offering 710 million shares at HK$112.70 each, a 3.6% discount to the closing price of its American depository receipts on Friday. The sale would be the largest primary follow-on offering ever by a Hong Kong-listed company.<a href="https://stocktwits.com/symbol/BABA">BABA stock</a> closed below 8% on Friday. On Stocktwits, retail sentiment around BABA&nbsp; remained in the ‘extremely bullish’ zone accompanied by ‘extremely high’ chatter levels over the past day.<a href="https://stocktwits.com/news-articles/markets/equity/alibaba-ceo-eddie-wu-says-company-is-in-a-superior-position-for-ai-boom-as-q1-cloud-revenue-surges-45/cZYIN6iRJmn">Alibaba posted June quarter results</a> that showed the cost of its AI build-out. While sales increased 9% to 269 billion yuan and net profit attributable to ordinary shareholders fell 76%, but capital expenditure rose 75% to 68 billion yuan, mainly due to AI infrastructure investments.&nbsp;<h2 class="st-heading-2">Burry Exited His BABA Position In June</h2>In early April, Burry started a new position in Alibaba at just over 6% of his portfolio, telling his Substack followers that recent weakness in the shares offered an attractive entry point. However, in late June, he said he had sold his Alibaba stock and bought more JD.com, Adobe (ADBE), and Fiserv (FI).&nbsp;He has since named JD as one of his three best positions, arguing that the money would rotate into Hong Kong and Chinese equities as enthusiasm for AI memory stocks continues to wane. Burry has also shorted Nvidia (NVDA), Micron (MU), Applied Materials (AMAT), and Palantir (PLTR) in AI and semiconductor stocks.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ethereums-netflix-moment-could-send-eth-to-10k-by-2029-as-bitcoin-eyes-81-k/cZYhiqXRJVv">Ethereum’s ‘Netflix Moment’ Could Send ETH To $10K By 2029 As Bitcoin Eyes $81K</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Michael Burry attends "The Big Short" New York screening Ziegfeld Theater on November 23, 2015 in New York City. 

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