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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves quarterly results beat expectations and raised guidance, with a large revenue backlog and customer prepayments bolstering the AI-compute demand story and easing some financing concerns. The community reaction is split: bulls see stronger execution and potential short covering, while bears remain focused on heavy debt, interest costs and cash burn; the stocks muted, volatile response drew particular attention.

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

Netlists Q3 results and outlook are driving attention, with traders focused on improved profitability and recurring Samsung and Micron licensing revenue expected to bolster future quarters. The reaction is mostly bullish, though some question the decline in product sales and are disappointed that the call provided no concrete SK Hynix or Nasdaq-uplisting update; speculation about a Hynix deal remains unconfirmed.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Attention centers on the Nov. 22 FDA decision on Capricors deramiocel application for Duchenne muscular dystrophy; management said the application is in final review and described launch preparations. Many traders read CEO Linda Marbns confident Q3-call remarks as encouraging, while others caution that the outcome remains uncertain given FDA concerns and the applications binary risk.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Scrutiny of CEO Jensen Huang over his relationship with a woman alleged to have ties to Chinese intelligenceand questions about Nvidia chip shipments to Chinais driving concern about governance, export controls, and whether Huang could remain CEO; the allegations have not established that company secrets were compromised. Traders are split between viewing the selloff as an oversold buying opportunity ahead of earnings and fearing further fallout from the investigations and shareholder litigation.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigettis Q3 results missed expectations, particularly on revenue, prompting a sharp selloff and renewed criticism of its high valuation, cash burn, and slow path to commercialization. Some traders remain optimistic about its quantum technology and long-term prospects, but that view is competing with concerns that technical progress and government support have yet to translate into meaningful business growth.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costcos announcement of a large special cash dividend and renewed share-buyback authorization is driving the discussion. Many traders welcome the shareholder payout and are bullish on the stock, while others argue the dividend is not free money and that Costcos valuation remains expensive.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius quarterly results are driving attention: revenue growth, expanding gross margins and raised full-year guidance were offset by an EPS miss and weaker-than-expected adjusted EBITDA, prompting a sharp selloff. Bulls view the reaction as an overreaction to the miss and emphasize the growth outlook, while more cautious traders point to continued losses and near-term risks.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. The firm offers annealing and gate-model quantum computing technologies. It provides professional services that assist customers in identifying and implementing quantum computing applications and selling quantum computer systems to customers. The company was founded by Eric Ladizinsky in 1999 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Waves Q3 report is driving the discussion: traders are weighing revenue growth and a sizable backlog against softer bookings, continued losses, and questions about turning orders into revenue, amid a sharp selloff. Bulls point to D-Waves commercial potential and cash reserves, while bears argue its valuation remains stretched and near-term demand is unproven.

Senseonics Holdings, Inc. is a medical technology company, which engages in the development and manufacture of glucose monitoring products. Its primary product is the brand Eversense CGM (continuous glucose monitoring) including sensors, smart transmitters, and mobile applications. The company was founded on June 26, 2014 and is headquartered in Germantown, MD.

Senseonics Holdings Inc

Strong Q3 results and another increase to full-year revenue guidance drove a sharp rally in SENS, with traders pointing to accelerating Eversense CGM adoption. The gains then faded, prompting debate between bullish holders who see improving commercial momentum and skeptics citing profit-taking, cash needs, and management or dilution risks.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckins quarterly results, particularly improved profitability and a new share-buyback authorization, are driving discussion. Traders are split: some see stronger margins and repurchases as bullish, while others point to declining same-store sales and a muted, range-bound share price; hopes for a U.S. relisting remain speculative.

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AKAM Stock Slides: Akamai Plans $2.2B Convertible Debt Offering To Fund Cloud Expansion, Repay Debt

Equity

Akamai's cloud infrastructure business is gaining momentum, with management projecting accelerating revenue growth in 2027.


CrowdStrike To Reportedly Buy AI Security Startups For $495M, Launches ‘Kill Switch’ For Rogue Agents

CrowdStrike is expanding its Falcon platform with AI security testing, agent monitoring and new controls to stop unauthorized activity, alongside integrations with Anthropic, AWS and Lovable.

CrowdStrike Expands CoreWeave Partnership To Secure AI Workloads — Brings Falcon Protection, 24/7 Security To Cloud Customers

CrowdStrike announced new AI security partnerships and expanded its European partner network, while Deutsche Bank upgraded its rating on the stock, citing a larger cybersecurity market opportunity driven by AI.

CRWD, PANW, OKTA Stocks Have Doubled This Year — Here’s What’s Driving The Cybersecurity Rally

According to analysts at IO Fund, the first major driver behind the rally is the growing use of AI in cyberattacks and the expanding attack surface companies now have to defend.

FTNT Stock On Track To Revisit May Levels Despite Strong Earnings — Analysts Flag Slowing Product Growth, Services Headwinds

Fortinet raised its full-year 2026 revenue and billings guidance, but analysts expressed concerns about slowing product growth and weaker services performance.

Cybersecurity ETFs in Spotlight as AI's Black October Unfolds 

AI-discovered vulnerabilities during "Black October" have put cybersecurity ETFs in the spotlight, with four funds posting gains up to 63.9% year to date.

A Guide to Investing in Cybersecurity ETFs

AI may face growing safety and valuation concerns, but cybersecurity demand could benefit. Here are the ETFs to consider.

Cybersecurity Stocks Retreat From Record Highs — Citi Raises CRWD, PANW, ZS Targets On Improving Spending Momentum

Wells Fargo said ten detailed discussions with channel partners and its reseller survey indicated cybersecurity spending was gaining momentum heading into 2027, according to The Fly.

CRWD Stock’s New Target Implies 18% Upside Potential – Needham Cites Growth From CrowdStrike's Flex Subscription Model 

Needham raised its CrowdStrike price target to $310 from $250, maintaining a ‘Buy’ rating.


Strengthen Your Portfolio With These Cybersecurity ETFs

AI safety concerns and rising cyber threats are fueling demand for cybersecurity. Here are ETFs positioned to benefit from growing security needs.

First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF

Bearish Sentiment

<ul class="summary-bullets"><li>Akamai plans to use part of the offering proceeds to address existing convertible debt maturing in September 2027.</li><li>Baird lowered its price target to $92 from $140, maintaining a ‘Neutral’ rating as attention shifts to cloud infrastructure in 2027.</li><li>Akamai’s Cloud Infrastructure Services revenue grew 34% in the fiscal third quarter.</li></ul><p>Akamai Technologies (AKAM) announced a proposed $2.2 billion convertible senior notes offering on Monday, planning to use the proceeds to refinance existing debt and fund its expanding cloud infrastructure business.</p><p>The offering comprises $1.1 billion in notes due in 2028 and another $1.1 billion due in 2031. The company also plans to give initial purchasers the option to buy an additional $300 million across the two series.<br>The interest rates and conversion terms for the notes are yet to be determined.&nbsp;</p><p>At the time of writing,&nbsp;<a href="https://stocktwits.com/symbol/AKAM">AKAM stock</a> was down over 7% in the pre-market session and was among the trending tickers on Stocktwits.</p><h2 class="st-heading-2">How Akamai Plans To Use The Proceeds</h2><p>Akamai intends to use the net proceeds, after certain transaction costs, to repay a portion of its $1.15 billion outstanding convertible notes due in September 2027 and fund capital expenditures for its Cloud Infrastructure Services (CIS) business.</p><p>The company intends to use any remaining net proceeds for general corporate purposes. It also plans hedging transactions to reduce potential shareholder dilution from the convertible notes, although related warrants could separately be dilutive.</p><h2 class="st-heading-2">Baird Cuts Akamai Price Target</h2><p>Baird lowered its price target on Akamai to $92 from $140 while maintaining a ‘Neutral’ rating, according to TheFly. The firm updated its financial model following Akamai's third-quarter results as investor attention shifts toward the company's CIS business in 2027.</p><p>Akamai reported third-quarter revenue of $1.12 billion, up 6% year over year, driven by growth in security and cloud infrastructure. CIS revenue increased 34% to $109 million, while security revenue rose 9% to $622 million.</p><p>CEO Tom Leighton highlighted more than $14 billion in multiyear CIS commitments signed so far in 2026, including a seven-year, $11.6 billion agreement with Anthropic (<a href="https://stocktwits.com/symbol/ANT">ANT</a>).</p><h2 class="st-heading-2">Akamai Sees Cloud Revenue Doubling In 2027</h2><p>Akamai management expects CIS revenue to more than double to $1.1 billion to $1.3 billion in 2027, with company-wide revenue growth accelerating to 17% to 22% year over year, adjusted for foreign exchange.</p><p>The cloud computing and cybersecurity company also projects total revenue exceeding $7 billion in 2028.</p><p>On the earnings call, CEO Leighton said two of the company's first three large CIS deals were generating revenue, with the third expected to begin contributing in the fourth quarter.</p><h2 class="st-heading-2">Retail Investors’ Sentiment Around AKAM Stock</h2><p>On Stocktwits, retail investors’ sentiment around AKAM stock remained ‘bullish’ amid high message volume.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/image_58_316e715d28.png" alt="image (58).png" width="802" height="427"><figcaption>AKAM stock retail sentiment on November 9, as of 08:00 a.m. ET | Source: Stocktwits</figcaption></figure><p>So far this year, AKAM stock has fallen over 2%. In comparison, the First Trust NASDAQ Cybersecurity ETF (<a href="https://stocktwits.com/symbol/CIBR">CIBR</a>), which holds the stock, has risen more than 28% over the same period.</p><p><strong>See Also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/el-erian-says-us-midterm-winners-face-market-test-warns-against-stifling-ai-urges-fiscal-discipline/cNGrBVkR9eo"><strong>El-Erian Says US Midterm Winners Face Market Test — Warns Against Stifling AI, Urges Fiscal Discipline</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the Akamai Technologies logo is seen displayed on a smartphone screen

Akamai Technologies (AKAM) announced a proposed $2.2 billion convertible senior notes offering on Monday, planning to use the proceeds to refinance existing debt and fund its expanding cloud infrastructure business.

Akamai Technologies Inc

Anthropic

First Trust Exchange-Traded Fund III - First Trust NASDAQ Cybersecurity ETF

Yes, by year-end

Yes, but not this year

No, he stays as CEO

He steps down on his own

Do you think Jensen Huang will be removed as Nvidia’s ($NVDA) CEO?

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Do you think Jensen Huang will be removed as Nvidia’s (

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I’ve gotten more and more interested in cybersecurity as the realization of quantum computers becomes more and more of a reality.  The combination of AI and quantum computing will break most security protocols and hence, cybersecurity is going to be needed more than ever. I laid this out in the comment below. I’m invested in XA and CIBR. 
$CIBR $CRWD $PANW $XA

Dennis McCain

$CIBR If I panicked every time the market had a freak out I'd be broke.  Make a plan...stay the course....breathe deeply

Pepina Wags

$CIBR Adding here… After the initial correction, I’m banking on historical, post midterm data.

Flav

$CIBR correcting but, below the long term multi month trend channel. 
 
Watching it. 
 
Want to see how the market acts first.

Austin

$CIBR OptionsFLO flow and daily chart read. The alert snapshot shows $323K in the Nov 19 $85 calls. Volume was 70.0x standing open interest at capture. Daily chart through Oct 16: last close $98.82, below its 20 and 50 day averages, with RSI at 41. The 3 month range is $86.84 to $110.68. Intraday volume does not establish whether a position was opened or held; the next settled open interest is the check.

PredictionFLO

$CIBR dip is a gift. As AI eats the world cybersecurity is the one need that won’t abate.

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CIBR First Trust Exchange-Traded Fund III - First Trust NASDAQ Cybersecurity ETF

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