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

Apple Inc

Apples quarterly results beat expectations, but shares came under pressure after its outlook pointed to lower gross margins as memory costs rise; traders are debating whether strong iPhone demand offsets the cost headwind and whether the stocks valuation is justified by its growth. Bearish reactions contrast with dip-buyers expecting a recovery.

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

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs strong Q3 results and raised outlook, led by accelerating commercial AI demand, are being overshadowed by a share-price decline as traders debate whether lofty valuation and high expectations leave room for further upside. Bulls point to commercial growth and profitability, while bears cite valuation risk and slower contract-value growth.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles discounted stock and bond offerings to finance its AI infrastructure buildout have drawn scrutiny amid a sharp selloff. Many traders worry about dilution, rising debt and whether the spending will pay off, while bulls argue the funding plan was disclosed in advance and could support long-term growth.

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

SELLAS Life Sciences Group Inc

SELLASs REGAL Phase 3 trial reached its prespecified 80th event, triggering final analysis ahead of GPS survival results, while traders also watch for SLS009 data. The sharp share-price decline has fueled debate over profit-taking and trading pressure versus concerns about the results; bullish traders are buying or holding into the readout, while bears stress the trials uncertainty.

Syndax Pharmaceuticals, Inc. engages in the development of cancer therapies. Its products include Revuforj and Niktimvo. The company was founded by Richard A. Heyman, Eckard Weber, Peter Ordentlich, Ronald M. Evans and Michael Downes on October 11, 2005 and is headquartered in New York, NY.

Syndax Pharmaceuticals Inc

Syndaxs Q3 results and outlook are driving discussion, with traders weighing Revuforjs uptake and transplant-related treatment pauses followed by post-transplant resumption against a mixed earnings reaction and concerns about the pace of commercial progress. Niktimvos improving margins and a higher long-term margin outlook support bullish views, while some traders found the quarter underwhelming.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

SLV is drawing attention amid a steep silver-price correction after a sharp run-up, with traders debating whether the selloff is nearing a bottom or has further to go. Some see oversold conditions as a buying opportunity, while others expect more losses; claims of market manipulation and shorting are speculation rather than confirmed causes.

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 is under pressure in a broader semiconductor and AI-stock selloff, while traders debate whether Apples warning of rising memory costs signals pricing power for suppliers or concerns about peak-cycle pricing and the durability of AI demand. Bulls point to tight memory supply and low valuation; bears emphasize the industrys cyclicality and weak tech sentiment.

Listed Funds Trust - Roundhill Magnificent Seven ETF

Roundhill Magnificent Seven ETF

Traders are debating whether the Magnificent Seven can sustain market leadership amid concerns about AI spending, valuations and returns, with some seeing mega-cap tech weakness as a warning and others viewing the pullbacks as rotation or consolidation. The discussion also reflects the ETFs concentrated exposure to large technology stocks and their influence on broader indexes.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JDs persistent weakness and choppy trading have traders split between viewing the company as a deeply discounted cash-rich value play and worrying about soft Chinese consumer demand, broader China-stock outflows, and a lack of buying interest. The community is watching upcoming earnings and the EU review of JDs planned Ceconomy acquisition as possible catalysts, but neither is established as the cause of the trading.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

Deutsche Banks upgrade to Buy, citing AI-driven cybersecurity demand, is a prominent catalyst, alongside CrowdStrikes push to secure AI workloads. Traders remain divided: some welcome the bullish outlook, while others view the valuation as stretched and question the rally as shares pull back.

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CRDO Stock Stares At Worst Week In 2 Years As Analysts Across Wall Street Wonder If Credo’s Optical Growth Can Keep Pace 

Equity

Wall Street tempered its optimism on Credo as several firms lowered targets, while Rosenblatt took a more constructive view. 


SK Hynix Shares Jump on Buyback Acceleration: ETFs to Benefit

SK Hynix's massive buyback and strong AI-driven memory demand could provide a fresh catalyst for the stock and ETFs with exposure to the chipmaker.

VegaShares Announces Launch of the AI Inference ETF (CGPT) and the AI Thermal, Cooling & Power Management ETF (COOL)

VegaShares (Vega), a leading derivatives- and thematic-focused ETF provider, announced the launch of two thematic ETFs: the VegaShares AI Inference ETF (Nasdaq: CGPT) and the VegaShares AI Thermal, Cooling & Power Management ETF (Nasdaq: COOL). The VegaShares AI Inference ETF (Nasdaq: CGPT) seeks...

Tidal Trust IV. - VegaShares AI Inference ETF

Neutral Sentiment

<ul class="summary-bullets"><li>JPMorgan, Bank of America and Evercore ISI all lowered their Credo price targets, citing concerns about the pace of its optical growth.&nbsp;</li><li>However, all three kept bullish ratings, while BofA sees optics supporting growth through fiscal 2027-29.&nbsp;</li><li>Credo beat Q1 estimates, with revenue more than doubling and net income soaring 140%.&nbsp;</li></ul><p>Credo Technology Group (CRDO) stock is heading toward its worst week in nearly two years as Wall Street analysts cut their price targets following the company’s fiscal first-quarter (Q1) 2027 results. JPMorgan, BofA and Evercore ISI maintained bullish ratings but raised concerns about the pace of Credo’s optical business ramp.&nbsp;</p><p><a href="https://stocktwits.com/symbol/CRDO">Credo Technology stock</a> edged over 1% in Thursday’s premarket. The stock had closed its worst day since January 2025 on Thursday and has plunged 29% so far this week.&nbsp;</p><h2 class="st-heading-2">JPMorgan Flags Credo’s Optical Ramp Risks&nbsp;</h2><p>JPMorgan reduced Credo’s price target to $310 from $335 while maintaining an ‘Overweight’ rating, still implying an 87% upside to the stock’s last closing price. The firm said Credo's Q1 results showed healthy momentum across its copper and optical product lines, but warned that the company's higher expectations could fall short, particularly around the pace of its optical business expansion.</p><p>Bank of America also cut its price target to $275 from $340 while retaining a ‘Buy’ rating. The firm expects Credo's business mix to gradually move away from active electrical cables, or AECs, and increasingly toward optical products. BofA believes that transition could provide a growth opportunity for the company through fiscal 2027-29.</p><p>Evercore ISI lowered its price target to $292 from $325 but kept an ‘Outperform’ rating.&nbsp;</p><h2 class="st-heading-2">Rosenblatt Raises CRDO’s Price Target&nbsp;</h2><p>Meanwhile, Rosenblatt raised its price target for Credo Technology to $235 from $215 while keeping a ‘Neutral’ rating. After Credo’s Q1 results, the firm raised its earnings estimates for fiscal 2027 and 2028. However, it wants to see more evidence that ZF Optics and Dust Photonics PIC revenue can grow as expected before becoming more positive.&nbsp;</p><p>Credo supplies high-speed connectivity solutions used in data-center infrastructure, making its optical products particularly relevant as demand for AI computing capacity expands.</p><p>Credo Technology&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crdo-plunges-despite-q1-beat-retail-feels-stock-will-recover-strongly/cZsAfv6RJu5">delivered</a> better-than-expected Q1 results, with adjusted earnings and revenue beating forecasts. Revenue more than doubled from last year, while net income jumped 140% to a record $236.3 million.&nbsp;</p><h2 class="st-heading-2">CRDO Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory. The stock saw a 2,721% jump in message volume over the past week with an 8.6% gain in watchers.&nbsp;</p><p>A user&nbsp;<a href="https://stocktwits.com/PatriciaLoveland171/message/663508032">said</a>, “Riding the AI connectivity wave hard. Data center traffic isn't slowing down and optical/electrical interconnect demand keeps scaling with it. This whole sector feels like it's still early innings. Liking the setup here.”</p><p>CRDO stock has gained nearly 15% year-to-date.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lulu-stock-rises-overnight-michael-burry-says-lululemon-s-shareholder-base-has-completely-turned-over-ahead-of-earnings/cZsMYLGRJHD">LULU Stock Rises Overnight: Michael Burry Says Lululemon's Shareholder Base Has 'Completely Turned Over' Ahead Of Earnings</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

The logo of Credo Technology displayed on a mobile screen. (Photo illustration by Cheng Xin/Getty Images)

Wall Street tempered its optimism on Credo as several firms lowered targets, while Rosenblatt took a more constructive view.

CRDO Stock Stares At Worst Week In 2 Years As Analysts Across Wall Street Wonder If Credo’s Optical Growth Can Keep Pace

VegaShares AI Inference ETF

Credo Technology Group Holding Ltd

Tidal Trust III - Aura AI Photonics ETF

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Current Price	$14.48
Prev Close	$15.03
Open	$14.53
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52-Week High	$20.86
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