SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Democratic gains and projected control of Congress are driving political-risk concerns around the Trump-linked company, with traders tying the election setback to DJTs decline and a potentially weaker policy tailwind for Trump. The discussion is overwhelmingly bearish, though some argue presidential veto power could limit the impact.

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

Democratic gains in the midterms drove a sharp swing in SPY, with traders reacting first to concerns about policy uncertainty and possible AI/data-center regulation, then cheering a rebound as the results became clearer. The community is divided on whether the rally reflects relief that uncertainty has eased and expected gridlock, or whether policy risks still threaten the broader market and tech stocks.

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

AMDs stronger-than-expected quarterly results and upbeat outlook, led by surging AI data-center demand, are driving attention. Traders are debating whether that growth can outweigh valuation, cash-flow and margin concerns, while some also worry that election-related policy shifts could slow data-center construction.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Democratic gains in the midtermsand concern that a new political balance, including Texass shift, could mean tighter limits on AI data-center expansionhave driven debate over pressure on tech-heavy QQQ. Traders are split between expecting further weakness in AI and tech and viewing the sharp rebound as a relief rally after election uncertainty eased.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros sharply stronger quarterly results and raised fiscal-year outlook, driven by AI-server demand, are the main focus. Bullish traders see the growth and new CFO as signs of a turnaround, while skeptics point to thin margins, cash conversion, and lingering credibility concerns to explain why the share-price reaction has been muted.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,105,365. The last known price of Bitcoin is 76,984.36452344 USD and is up -0.00 over the last 24 hours. It is currently trading on 12773 active market(s) with $23,094,171,945.49 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoin discussion is dominated by the U.S. midterm results and Democratic gains, with traders debating whether a shift in congressional control will hurt crypto through regulation or ease uncertainty and support a rebound. Bears warn of further selling, while bulls argue Bitcoin is largely apolitical and point to the recovery as evidence of buying interest.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingos Q3 results are driving attention: accelerating user growth, a revenue beat, and raised full-year guidance have bulls pointing to improving momentum, while an EPS miss and concerns about valuation, monetization, and AI competition fuel skepticism. The stocks pullback despite the strong growth signals has left traders divided over whether the results justify optimism.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers upcoming quarterly earnings and guidance are the main focus, with traders debating whether results can reverse the stocks prolonged weakness. Bearish views cite slowing growth and autonomous-vehicle competition, while bulls expect strong execution and see the shares as undervalued.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Concerns that AI-built, free open-source clones such as ArtCraft could undercut Adobes creative-software moat dominate the discussion, with analyst downgrades adding to selling pressure. Bears warn that users may cancel subscriptions, while bulls argue the clones lack Adobes reliability, ecosystem, and enterprise safeguards.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Churchill Capital Corp XI - Ordinary Shares - Class A

Traders are linking CCXIs momentum to renewed humanoid-robotics enthusiasm, especially Unitrees sharply higher IPO trading, and see Agility Robotics as a potential U.S. pure-play beneficiary. Bullish posts anticipate a sympathy rerating, while skeptics question Agilitys valuation, commercial scale and SPAC-related risks.

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CIFR Stock Gets Biggest Price-Target Cut In Sector-Wide Reset Amid Keefe Bruyette’s AI Hosting Valuation Concerns

Equity

Keefe Bruyette lowered price targets on seven bitcoin miners and AI hosting companies on Monday.


APLD's Interest Costs Surge: Can AI Growth Restore Profitability?

Applied Digital's AI-driven revenues surge 322%, but $6.4 billion in debt and an 866% jump in interest expense cloud profitability.

Cantor Calls WULF, HUT, CORZ Stocks ‘Generational Buys’ Amid Price Target Cuts Across The Sector 

Cantor Fitzgerald said AI data center stocks have sold off broadly since their June highs, even though companies differ in management quality, contract strength and project execution.


Strength Seen in Core Scientific, Inc. (CORZ): Can Its 7.0% Jump Turn into More Strength?

Core Scientific, Inc. (CORZ) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Core Scientific, Inc. Schedules Third Quarter Fiscal Year 2026 Earnings Release, Conference Call and Webcast

Core Scientific, Inc. (Nasdaq: CORZ) (Core Scientific or the Company), a leader in digital infrastructure for high-density colocation (HDC), today announced it will release its third quarter 2026 financial results prior to financial markets open on Thursday, November 5, 2026. Management will host a...

Should Investors Hold or Fold APLD Stock After Its Q1 Earnings Miss?

Applied Digital's soaring AI infrastructure revenues and $36B in contracts signal growth, but widening losses and heavy debt cloud its outlook.

Can APLD's $36B Contracted Revenue Base Drive Long-Term Growth?

Applied Digital's $36B contracted revenue base offers long-term growth potential, but construction, financing and rising competition pose key challenges.

AI Data Center Leases Stretch to 20 Years as Power Becomes the Asset

AI Data Center Leases Stretch to 20 Years as Power Becomes the Asset AI Data Center Leases Stretch to 20 Years as Power Becomes the AssetPR NewswireNEW YORK, Sept. 30, 2026NEW YORK, Sept. 30, 2026 /PRNewswire/ -- American News GroupNews Commentary - The global AI data center market is projected to...

Core Scientific Appoints Jay Elms as Chief Commercial Officer

Core Scientific, Inc. (Nasdaq: CORZ) (Core Scientific or the Company), a leader in digital infrastructure for high-density colocation (HDC), today announced that Jay Elms has joined the Companys executive team as Chief Commercial Officer. In this role, Elms will be responsible for growing customer...

CIFR, WULF, HUT, CORZ Stocks Get 'Buy' Ratings With UBS Betting On Bitcoin Miners’ AI Pivot

UBS said it sees data-center infrastructure positioned for “rapid growth” with AI adoption expanding and model developers facing limited computing capacity.

Core Scientific, Inc. engages in the business of operating a purpose-built facility for digital asset mining and provision of blockchain infrastructure, software solutions, and services. It operates under the Mining and Hosting segments. The Mining segment focuses on bitcoin mining for the company's own account. The Hosting segment includes blockchain infrastructure and third-party hosting business. The company was founded by Michael Jeffrey Levitt and Darin Feinstein on December 13, 2017 and is headquartered in Dover, DE.

Core Scientific Inc - Ordinary Shares - New

Bullish Sentiment

<ul class="summary-bullets"><li>Keefe Bruyette said AI colocation fundamentals remain attractive but that valuation discipline is increasingly important.</li><li>The firm said miners are trading near or below estimated contracted lease values.</li><li>It kept ‘Outperform’ ratings on six of the seven stocks and ‘Market Perform’ on Keel Infrastructure.</li></ul>Cipher Digital (CIFR) shares took the biggest price-target cut on Monday in a sector-wide reset by Keefe Bruyette, which flagged valuation risks across Bitcoin miners-turned-AI hosting companies despite the appeal of leasing data-center capacity to AI customers.CleanSpark (CLSK), Riot Platforms (RIOT), Hut 8 (HUT), TeraWulf (WULF), Core Scientific (CORZ) and Keel Infrastructure (KEEL) also saw their price targets trimmed, according to TheFly. However, even after the cuts, the new targets sit above Friday’s closes for each stock.<h2 class="st-heading-2">CIFR, CLSK Stocks Face Steepest Cuts in AI Infrastructure Reset</h2>Keefe Bruyette kept ‘Outperform’ ratings on six of the seven stocks, and kept a ‘Market Perform’ rating on Keel. Both CLSK and CIFR saw their price targets cut by more than 50%.&nbsp;The firm cut its price target on Cipher Digital to $11 from $28, a drop of around 61%, and slashed its price target on CleanSpark to $11.50 from $25, a cut of around 54%.&nbsp;<a href="https://stocktwits.com/symbol/CLSK">CLSK stock</a> rose 2.3%, and&nbsp;<a href="https://stocktwits.com/symbol/CIFR">CIFR stock</a> gained 2.8% in pre-market trade as&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin</a> (BTC) recovered to above $77,500 after falling to around $76,000 on Friday. Most crypto-related stocks traded higher, with&nbsp;<a href="https://stocktwits.com/symbol/COIN">Coinbase</a> (COIN) the exception after a Morgan Stanley downgrade.On Stocktwits, retail sentiment around CLSK dipped to 'extremely bearish' from 'bearish' territory over the past day, while sentiment around CIFR fell to 'neutral' from the 'bullish' zone.<img src="https://news.stocktwits-cdn.com/s7hx_W_keefe_bruyette_cuts_price_targets_on_7_bitcoin_miners_142b3990da.png" alt="s7hxW-keefe-bruyette-cuts-price-targets-on-7-bitcoin-miners-.png"><h2 class="st-heading-2">New Lease Deals, Project Financing Are Key Tests</h2>Keefe Bruyette said the stocks are trading near or below its estimates of the value of their contracted leases. That leaves less room for error if projects cost more to build or take longer to generate revenue.The firm said investors need greater clarity on construction costs and how companies plan to finance new projects. Upcoming project financings will be important tests of whether the companies can secure the capital needed to deliver their planned data-center capacity.Keefe Bruyette also warned that a potential ‘lease catalyst drought’ through early 2027, along with regulatory uncertainty in Texas, could weigh on investor sentiment.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261102_065946414_1aa6d9dace.png" alt="koyfin_20261102_065946414.png" width="2400" height="1240"><figcaption>Bitcoin mining stocks’ price performance year-to-date price change on October 2 as of 6:30 a.m. ET| Source: Koyfin</figcaption></figure>The price-target cuts follow a volatile year for the group. All seven stocks rallied from April into early June before giving back much of their gains. Hut 8 remained up about 29% for the year, while Cipher was down roughly 51%.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-warns-of-ai-shakeout-while-zuckerberg-pichai-nadella-jassy-discuss-the-costs-mag-7-voices-this-week/cZUKmssR9cO">Elon Musk Warns Of AI Shakeout, While Zuckerberg, Pichai, Nadella, Jassy Discuss The Costs: MAG 7 Voices This Week</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representative image of Bitcoin mining servers. (Photo by Jason Marz/Getty Images)

Cipher Digital (CIFR) shares took the biggest price-target cut on Monday in a sector-wide reset by Keefe Bruyette, which flagged valuation risks across Bitcoin miners-turned-AI hosting companies despite the appeal of leasing data-center capacity to AI cus

CIFR, CLSK Stocks See Biggest Price-Target Cuts Across Bitcoin Miners-Turned-AI Hosts By Keefe Bruyette

Cipher Digital Inc.

Cleanspark Inc

Core Scientific Inc

Hut 8 Corp

Riot Platforms Inc

Nebius ($NBIS)

CoreWeave ($CRWV)

IREN ($IREN)

Applied Digital ($APLD)

Neocloud stocks are on a tear in 2026, with CoreWeave, Nebius, IREN and Applied Digital posting massive gains on surging AI infrastructure demand. Which neocloud are you most bullish on to lead the rest of the year?

Which neocloud stock are you most bullish on for the rest of 2026? 
 
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