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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 rally is being tied to positive Phase 3 results for its personalized melanoma cancer vaccine with Merck, alongside CEO optimism about the broader oncology pipeline and anticipation of detailed trial data at ESMO. Traders are celebrating new highs and speculating about short covering, while skeptics argue that the treatments commercial potential and the stocks valuation remain uncertain.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulfs AI/HPC data-center pivot and bullish analyst coverage are drawing attention, with traders highlighting its contracted capacity and access to power. The optimism is tempered by a steep share-price pullback and concerns about financing, execution, and insider transactions, alongside speculation about heavy short interest.

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 quarterly results beat expectations, but the stocks muted reaction has traders debating whether strong sales and digital growth justify its premium valuation. Some focus on resilient underlying demand, while others question the core sales pace and the contribution of one-time tariff refunds to reported earnings.

London-based Quant Network is set to revolutionise blockchain technology with the development of their blockchain operating system Overledger. The experienced team are determined to fulfil the original vision of the internet by creating an open trusted network for people, machines, and data to operate securely and safely.  Overledger -the first interoperable blockchain operating system that facilitates internet-scale development of decentralised, multi-chain applications. Overledger has the ability to unlock and distribute value and applications across current and future blockchains. It is an agnostic platform that connects the world's networks to blockchains and ensures you're not limited to any single a vendor or technology. Overledger is the only platform that facilitates the development of internet-scales development of decentralised, multi-chain applications.

Quant

QNTs sharp rally is being attributed by traders to its Robinhood listing and news of Quants role in tokenized-deposit and asset initiatives with banks. Bulls view the developments as validation of Quants financial-infrastructure use case and point to limited supply, while skeptics question whether institutional adoption will translate into token demand and warn the move could fade.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

First Solars sharp selloff and fresh 52-week low are drawing attention amid analyst target cuts and concerns about limited visibility into future bookings, alongside broader solar-sector and trade-policy uncertainty. Traders are divided between calling the drop an oversold buying opportunity and expecting further weakness, with some attributing the move to short-selling or manipulation without evidence.

The Ondo Foundation was founded in 2022 as an independently governed and nonprofit Cayman Islands Foundation Company with no beneficial owners. The Ondo Foundation assisted in the launch of the Ondo DAO, which deployed and currently governs Flux Finance, the first lending protocol supporting tokenized securities as collateral.  ONDO token holders are entrusted with shaping the future of the Ondo DAO so that it continues to pursue its mission to democratize access to institutional-grade finance. The Ondo DAO gives ONDO holders specific rights pertaining to Flux Finance, which is currently governed by the Ondo DAO.

Ondo

ONDOs sharp breakout is drawing attention, with traders linking the rally to Ondo Intelligent Portfolios bringing BlackRock-developed strategies on-chain and broader real-world-asset tokenization momentum. Enthusiasm over the move is tempered by profit-taking and debate over whether ONDOs governance token will capture value from the platforms growth.

Butterfly Network, Inc. designs a medical imaging device that reduces the cost of real-time and three-dimensional imaging and treatment. It develops and provides a whole-body portable ultrasound scanner called the iQ Device and related hosted, web-based application, application programming interfaces and platform services, which the firm offer to physicians or other licensed health care providers. Its products include iQ+ Ultrasound, Butterfly Enterprise and iQ Vet. The company was founded by Jonathan M. Rothberg on January 25, 2011 and is headquartered in Burlington, MA.

Butterfly Network Inc - Ordinary Shares - Class A

Butterfly Network Inc

Needhams initiation of coverage with a Buy rating has helped renew attention around BFLYs rally. Bulls view the coverage and ultrasound-on-chip growth prospects as supportive, while bears point to insider selling, a stretched valuation, and the risk of a pullback.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons decision to block Metas Muse AI shopping agent has fueled debate over whether Amazon is protecting its marketplace and advertising business or risking a shift toward AI-led shopping. Some traders see Amazons commerce infrastructure and potential to build its own agents as an advantage, while others worry about disruption and frustration with the stocks weak performance.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavaxs C. difficile vaccine candidate is drawing attention after traders discussed positive preclinical results and reported manufacturing preparations ahead of possible clinical development. Some see the update as evidence of progress in the Matrix-M platform, while others remain skeptical about execution and point to speculative oncology-partnership and short-squeeze narratives.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Googles Project Suncatcher is drawing attention, with traders highlighting Planet Labs role in building a prototype satellite for Googles space-based AI-computing research. Bulls see it as a possible avenue beyond Earth-imaging, while others note that the commercial opportunity remains speculative.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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Apple Inc.

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Microsoft Corporation

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

Equity

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

IREN Expands Its 5GW+ Pipeline: Can Execution Match Ambition?

IREN rapidly pivots to AI infrastructure, with 5GW+ of power secured and billions in contracted ARR fueling its expansion.

CORZ Stock Gets AMD Boost, While HUT, CIFR, WULF Shares Win Tenant Nod As Wells Fargo Backs Bitcoin Miners’ AI Pivot

Wells Fargo initiated coverage of Core Scientific, Hut 8, Cipher Mining and TeraWulf with ‘Overweight’ ratings.


Bitcoin Mining Faces A Shakeout As CORZ, KEEL, IREN, CIFR Get Ready To Exit, Says CoinShares

CoinShares said on Tuesday that at least 35 EH/s of computing power will leave the listed miners in the third quarter.


Can APLD Turn Power-Advantaged Sites Into an AI Data Center Edge?

Applied Digital is turning power-advantaged sites into AI capacity, with 1.4 GW of contracted critical IT load tied to about $36 billion in lease revenue.

Core Scientific Director Purchases 7,000 Shares

Key PointsThe transaction was valued at $134,330...

Core Scientific Director Elizabeth Crain Buys 6,000 Shares

Core Scientific Director Elizabeth Crain Buys 6,000 Shares...

Core Scientific Executive Todd Duchene Sells 10,000 Shares

Key PointsThe transaction involved 10,000 shares executed at a weighted average price of $16.234 per share, resulting in a total value of ~$162,300 on August 31, 2026...

APLD's Hyperscaler Concentration Grows: Are Revenues at Risk?

Applied Digital has $36B in contracted lease revenues, but $20B tied to one hyperscaler heightens concentration risk despite long-term safeguards.

Core Scientific Enters Into $600 Mln Of Committed Senior Secured Credit Facilities

(RTTNews) - Core Scientific, Inc. (CORZ) has entered into $600 million of committed senior secured credit facilities, consisting of a $100 million revolving credit facility and $500 million letter of credit facility. The proceeds of borrowings under the revolving credit facility...

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

Neutral Sentiment

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? 
 
Drop a comment for other tickers.

CORZ Core Scientific Inc