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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

Elon Musks warning that neocloud providers face failures and consolidation has intensified selling in CoreWeave and renewed concern about its debt-heavy, capital-intensive AI infrastructure model and access to financing. Traders debate whether Musk is criticizing a competitor for self-interest, while bulls point to AI demand and Nvidias backing and bears focus on borrowing costs, dilution, and execution risks.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is under pressure alongside AI data-center and neocloud stocks as traders debate financing risks and Elon Musks warning that tighter credit could trigger failures among smaller operators. Bears fear debt, dilution and execution challenges, while bulls argue IRENs contracts, power access and AI partnerships distinguish it and point to continued compute demand.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is drawing attention amid a sharp neocloud selloff tied to Elon Musks warning of tighter financing and consolidation among AI infrastructure providers, intensifying concerns about debt-funded expansion and data-center returns. Traders disagree on whether Nebius is vulnerable to sector-wide risks or better positioned because of its financing access and demand for AI compute.

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 Phase 3 melanoma-vaccine results with Merck are driving discussion: traders broadly view the data as clinically promising, but the shares sold off as investors judged them against high expectations after a sharp rally. Bulls see validation for a broader cancer-vaccine platform, while bears question its commercial potential, costs and valuation.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Brazilian equities sold off sharply after Lulas election victory, as traders voiced concerns about policy and economic uncertainty; some alleged election irregularities without evidence. Others called the move an overreaction and viewed the drop as a buying opportunity.

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

Attention centers on SELLASs REGAL Phase 3 trial of GPS for AML, with traders watching for the 80th survival event that would trigger final analysis and eventual topline results. The prolonged wait and company silence fuel debate: bulls speculate that slower event accrual reflects longer survival and possible ASH-related disclosure, while skeptics warn that the delay is uncertain and could signal problems; SLS009 data is a secondary focus.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPY is drawing attention amid volatile, headline-driven trading around uncertainty over possible U.S.-Iran action and oil prices; traders are split between expecting a relief bounce on no-strike signals and warning that unresolved tensions could sustain inflation and market risks. The Fed decision and major technology earnings are also adding to expectations for choppy trading.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is caught in a broad selloff in AI data-center and neocloud stocks, as traders debate debt, financing costs, and whether the sectors expansion can generate returns. Some see the decline as a buying opportunity, pointing to insider purchases and contracted growth; speculation about future hyperscaler deals and enthusiasm around AI spending compete with concerns about execution and dilution.

Petróleo Brasileiro SA engages in oil and gas exploration, production, and distribution activities. It operates through the following segments: Exploration and Production; Refining, Transportation, and Marketing; and Gas and Low Carbon Energies. The Exploration and Production segment covers the activities of exploration, development, and production of crude oil, natural gas liquid, and natural gas, for the primary purpose of supplying its domestic refineries. The Refining, Transportation, and Marketing segment refers to refining, logistics, transport, and trading of crude oil and oil products activities as well as exports of ethanol. The Gas and Low Carbon Energies represents the activities of logistic and trading of natural gas and electricity, transportation and trading of liquefied natural gas, generation and electricity by means of thermoelectric power plants, as well as holding interests in transporters and distributors of natural gas. The company was founded on October 3, 1953 and is headquartered in Rio de Janeiro, Brazil.

Petroleo Brasileiro S.A. Petrobras - ADR

Petroleo Brasileiro

Lulas election victory is prompting debate over political risk and its implications for Petrobras, with some traders concerned about government influence and others arguing that strong oil economics could cushion the stock. The community is split between selling on election uncertainty and viewing the selloff as panic.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings strong quarterly results, including record profitability and continued growth, are driving bullish attention, with traders praising the business momentum. Some remain cautious about credit quality and the stocks volatile price action.

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ZS Stock Tanks To 30-Month Lows: Analysts Slash Target Price, But Retail Wants To Add More

Equity

The company posted a 26% growth in second-quarter revenue to $815.8 million, above estimates of $815.7 million, according to Fiscal.ai data.

CrowdStrike Stock Rises Premarket: Analyst Bumps Up Price Target By 14% On Optimism Over Cyber Platform Approach

Wedbush’s Daniel Ives said CrowdStrike remains one of his favorite tech names, with rising deal momentum and AI serving as a clear tailwind.



CrowdStrike Draws Caution From Wall Street Over Growth Outlook, But Retail Goes Contrarian

Canaccord stated that while net-new annual recurring revenue (ARR) jumped to $221 million from $194 million in the previous quarter, overall ARR and subscription revenue growth continued to decelerate year-on-year. 


Morgan Stanley Downgrades CrowdStrike Amid Price Surge, But Retail Finds No Reason To Be Pessimistic

The firm downgraded the stock to ‘Equal Weight’, citing limited upside potential after a 50% rally. 


CrowdStrike Stock Slumps Post Q1 Print As Analysts Turn Cautious: Retail Seizes Pullback Opportunity

Multiple analysts downgraded the stock, citing valuation concerns, soft margins, and a more balanced risk/reward outlook.


CrowdStrike Stock Slides On Mixed Q1, Soft Revenue Guidance: Retail Rushes In To Buy The Dip

The company said its conviction in net new ARR re-acceleration and margin expansion in the second half of fiscal year 2026 is reinforced by Falcon Flex deal momentum and early Falcon Flex expansions.



Salesforce Analyst Says ‘Agentforce’ Strategy Playing Out After Beat-And-Raise Q1: Retail Optimism Abounds

The company said its quarterly performance reflected solid execution, driven by its continued focus on innovation, operational excellence, and maximizing value for its customers and shareholders.


Cybersecurity ‘Gold Standard’ CrowdStrike Gets Big Price Target Boost On AI-Powered Platform Approach: Retail Sentiment Lags

The analyst said his checks revealed increased momentum for the company’s cyber platform approach into the next year.


CrowdStrike CEO Declares Cybersecurity Stocks Safe From Trump Tariffs, Retail Investors Bite

"The beauty about our business is we don't have any hardware; we're not subject to the tariffs," he said.

CrowdStrike Analyst Dismisses Alphabet-Wiz Threat, But Retail Sees Some Risks

Jeffries said CrowdStrike’s agent offering is a competitive advantage compared to Wiz’s agentless offering.

Direxion Funds - Direxion Daily Cloud Computing Bull 2X Shares

Neutral Sentiment

<ul class="summary-bullets"><li>For the full fiscal year 2026, Zscaler set a revenue guidance of $3.309 billion to $3.322 billion.</li><li>JPMorgan lowered its price target to $250 from $267 and maintained an ‘Overweight’ rating, according to The Fly.</li><li>Mizuho said the selloff post earnings could be seen as a buying opportunity.</li></ul>Shares of Zscaler (ZS) tumbled 15% on Friday, sinking to their lowest level in more than 30 months, following a string of price target cuts despite the company’s better-than-expected second-quarter print.If the current levels hold at close, <a href="https://stocktwits.com/symbol/ZS">ZS shares</a> would record their steepest intraday slide since September 2024.Zscaler reported a 26% jump in second-quarter (Q2) revenue to $815.8 million, just above Wall Street’s estimates of $815.7 million, according to Fiscal.ai data. Earnings came in at $1.01 per share, beating the $ 0.9-per-share estimate.For the third quarter of fiscal 2026, the company projects revenue of $834 million to $836 million, marking 23% growth, with earnings of $1.00 to $1.01 per share. For the full fiscal year 2026, Zscaler raised its guidance to $3.309 billion to $3.322 billion, up from an earlier guidance of $3.282 billion to $3.301 billion. The company also forecast full-year EPS of $3.99 to $4.02.<h2 class="st-heading-2">JPMorgan Says Zscaler’s Organic ARR Was “A Bit Lighter” Than Expectations</h2>JPMorgan lowered its price target on Zscaler to $250 from $267 and maintained an ‘Overweight’ rating, according to The Fly. The firm said that despite “solid” Q2 results, Zscaler’s organic annual recurring revenue came in “a bit lighter” than expectations. JPMorgan added that the target reduction reflects recent multiple contractions across the peer group.Mizuho lowered Zscaler’s price target to $250 from $265 and kept an ‘Outperform’ rating, adding that the share selloff post earnings could be seen as a buying opportunity.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Despite the sharp selloff, retail sentiment on Stocktwits remained in the ‘extremely bullish’ territory over the past 24 hours. Chatter on the platform grew 500% in 24 hours, as of Friday morning, according to Stocktwits data.<img src="https://news.stocktwits-cdn.com/ZS_jpg_6ec3092475.webp" alt="ZS.jpg">One user said they were buying the dip.<stembedurl>https://stocktwits.com/ItsTheEagle/message/646101851</stembedurl>Another user saw “huge upside going forward.”<stembedurl>https://stocktwits.com/SPG565/message/646035947</stembedurl>Year-to-date, ZS shares have declined more than 37%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/dell-stock-surges-moving-average-quarterly-results/cZTcVoVRIT1">DELL Stock Breaks 100-DMA For First Time In Over Two Months – Here’s Why Analysts Are Bullish</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Zscaler logo is seen displayed on a smartphone and in the background. 

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