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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, driven by rapid U.S. commercial growth overtaking government revenue, are the focus. Despite the report, traders are debating the stocks sharp weakness: bears point to its high valuation and expectations already priced in, while bulls emphasize the companys growth and execution amid broader AI and tech-market pressure.

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 post-earnings decline is drawing attention despite a quarterly beat and strong iPhone sales, as traders focus on weaker holiday-quarter margin guidance amid rising memory costs, along with softness in some product categories and China. The reaction is split between investors calling it an overreaction and those arguing that thinner margins, slower growth, and a high valuation make the beat insufficient.

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

Attention centers on Novavaxs Sanofi partnership: the start of a Phase 3 flu/COVID combination trial triggered a major milestone, and traders are watching for clarity on vaccine sales, royalties and the outlook. Bulls see validation of a partner-led licensing model and Matrix-Ms potential, while skeptics question the scale of recurring revenue and point to weak uptake and a muted share-price response.

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 planned stock and bond offerings to fund its AI data-center expansion have fueled a sharp selloff, with many traders focused on shareholder dilution, rising debt and whether the company can earn returns on its spending. Some argue the financing was already disclosed and represents a final, limited raise, viewing the reaction as an overreaction and a buying opportunity.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is facing a sharp selloff ahead of quarterly earnings, with traders citing a Bank of America downgrade and uncertainty over results and guidance; claims of an earnings leak or coordinated shorting remain speculation. The community is split between bearish concerns about rates, credit conditions and the companys outlook and hopes for a positive report or short squeeze.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells planned all-stock acquisition of Lumentum is driving attention as shares sell off sharply, with traders focused on dilution, the deals size, and the long wait for closing. Many question whether Marvell is overpaying and see added execution risk, while others argue the combination strengthens its position in AI data-center optics and connectivity.

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.

DJT is drawing attention amid midterm-election uncertainty, with traders debating how the outcome could affect the stock. Bulls tie a Republican win to a rally, while bears expect Democratic gains to weigh on shares and characterize the recent bounce as a speculative, potentially short-lived move.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblaze is drawing attention after Q3 results beat expectations and the company raised its full-year and Q4 outlook, with strong growth in B2 cloud storage reinforcing its AI-infrastructure thesis. Traders have welcomed the results and post-earnings move, while others remain wary of volatility and continued selling pressure.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Semiconductor stocks are selling off amid concerns that heavy AI infrastructure spending may not deliver adequate returns, alongside weakness across major chipmakers. Traders are split between calling this an AI-trade peak and viewing the decline as a correction and buying opportunity, with many watching technical support levels.

iShares Trust - iShares Biotechnology ETF

iShares Biotechnology ETF

Biotechs pullback is the main focus, with traders pointing to weaker small-cap biotech in XBI while larger names in IBB held up relatively better; views range from treating the dip as a buying opportunity to staying cautious after the sectors recent run. Upcoming biotech earnings and clinical updates add to the sector-watchlist discussion.

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APLD Stock Hits Over 1-Year Low: CEO Says It’s Not a Neocloud, But 800 MW Capacity Still Needs Financing

The move appears tied to renewed pressure on AI neocloud shares after Elon Musk warned of a shakeout and consolidation among providers, with investors focusing on access to capital and rising financing costs. Community discussion also highlights CoreWeaves leverage and potential dilution as concerns, not confirmed developments.

Stock Market Today, Nov. 2: CoreWeave Slides on Debt Concerns After CrowdStrike Partnership Expands

CoreWeave (NASDAQ:CRWV), a specialized cloud computing provider for generative AI workloads, closed at $50.15, down 8.60%. Premarket partnership news with CrowdStrike faded as leverage concerns weighed on the market, and investors are watching Nov. 10 earnings...

Investors are giving up on CoreWeave. I see a potential triple

Despite CoreWeave's steep sell-off and mounting debt concerns, contrarian technology investor Paul Meeks sees significant upside as AI infrastructure demand surges...

Equity

In an interview with CNBC, Applied Digital CEO Wes Cummins said most of the company’s contracted capacity still isn’t paid for. 


CRWD Stock Has Doubled Year-To-Date, And Deutsche Bank Thinks There Is More Upside Left 

Deutsche Bank upgraded CrowdStrike Holdings to a buy rating and raised its price target, citing massive artificial intelligence-driven demand for cybersecurity.


4 Internet Stocks Poised to Top Estimates This Earnings Season

Here, we pick four Internet stocks - YELP, SHOP, CRWV and DOCN - that are likely to pull off a beat this earnings season.

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.

CoreWeave Partners with CrowdStrike to Secure Mission-Critical AI Workloads at Scale

Fal.Con Europe 2026 -- CrowdStrike (NASDAQ: CRWD) and CoreWeave (NASDAQ: CRWV), The Essential Cloud for AI, today announced an expanded strategic partnership to secure production AI at scale. CoreWeave is bringing CrowdStrike Falcon platform protection and 24/7 managed security expertise to...

Why Is CoreWeave Stock Falling on Friday?

CoreWeave, Inc. (NASDAQ: CRWV) stock dropped Friday as tech slid, hyperscaler capex disappointed, and debt worries weighed on neocloud providers.read more...

Rimini Street (RMNI) Surpasses Q3 Earnings and Revenue Estimates

Rimini Street (RMNI) delivered earnings and revenue surprises of +20.00% and +1.22%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Long-Term CoreWeave, Inc. (NASDAQ: CRWV) Shareholders Should Contact the Shareholders Foundation Regarding Pending Lawsuit

The Shareholders Foundation, Inc. announces that a lawsuit is pending against CoreWeave, Inc. (NASDAQ: CRWV) in the U.S. District Court for the District of New Jersey (Case No. 2:26-cv-00355). NOTICE: Investors who purchased CoreWeave, Inc. (NASDAQ: CRWV) shares before March 28, 2025, and continue...

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CoreWeave Inc.

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

Neutral Sentiment

<ul class="summary-bullets"><li>Cummins stated that funding options remain available to the company even as borrowing is getting more expensive.&nbsp;</li><li>The CEO said stalled projects from other developers are coming to Applied Digital, though he isn’t pursuing acquisitions aggressively.</li><li>According to him, the company is also on track to meet its target of reaching 3.5 GW to 4 GW of capacity by 2030.</li></ul>Applied Digital (APLD) shares dropped to an over-one-year low in Monday morning trade with CEO Wes Cummins pushing back against the “neocloud” label and flagging that more than half of its data center capacity is yet to be financed.“I wouldn't put us in the neo cloud class,” Cummins told CNBC in an interview. “We're building data centers. We're effectively a highly technical real estate business. Long-term leases, high-quality tenants.”His comments follow Elon Musk’s warning last week that more than 200 neoclouds face “guppy-level death and consolidation.” He stated that access to capital was everything. Shares of CoreWeave (CRWV), Nebius (NBIS) and IREN (IREN) fell on the comments.<a href="https://stocktwits.com/symbol/APLD">APLD stock</a> dropped over 3% in morning trade on Monday , hitting lows last seen in September 2025. On Stocktwits, retail sentiment around the shares trended in ‘bearish’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261102_115333628_35ecee2f2e.png" alt="koyfin_20261102_115333628.png" width="2400" height="1240"><figcaption>APLD stock price performance over the past two years on November 2 as of 11:30 a.m. ET | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">Applied Digital CEO Says 800 MW Still Needs Financing</h2>Cummins also stated that Applied Digital still needs to secure financing for about 800 megawatts of data center capacity over the next 12 months. According to him, so far the company has financed less than half of its planned capacity, about 600 megawatts (MW) out of a total of 1.4 gigawatts (GW).The company builds data centers and leases them to tech companies on terms of 15 years or more. The leases are “take or pay,” meaning tenants pay whether or not they use the space. One of its campuses is leased to CoreWeave (CRWV). CoreWeave’s own customer at the site is Meta (META), which Cummins said improves its credit quality.“There’s a lot of funding mechanisms out there,” he said. The bond market, he added, is “still available for us” at a certain price.He noted that bank construction loans, project financing and the bond market remain available, although higher Treasury yields and wider credit spreads have increased borrowing costs.&nbsp;“I think we'll have a higher credit quality tenant,” Cummins said, referring to the capacity still awaiting financing. “But interest rates have also went [gone] up, right? Treasuries have [gone] went up, everything went up, spreads went up.”<h2 class="st-heading-2">Applied Digital Is Focused On ‘Investment-Grade’ Hyperscalers</h2>Since signing CoreWeave, Cummins said Applied Digital has focused on four or five large cloud companies with investment-grade credit, meaning their debt is rated as low risk. Cummins said the tenants behind the capacity it still needs to finance are rated AA or better. That should make lenders more willing to fund the projects.The company has about $20 billion in contracted revenue across its three newer campuses: Polaris Forge 3 in North Dakota, as well as Delta Forge 1 and 2.“The big risk is delivering on time,” he said, adding that Applied Digital has delivered projects on schedule and within budget.<h2 class="st-heading-2">APLD Sees More Capacity Coming Online, Backs 2030 Target</h2>Cummins said demand from current and potential customers remains “extremely robust” and that pricing power “has been robust.” He described the current worry about AI infrastructure as the “third wave” of jitters he has seen since the industry began.He added that Applied Digital has turned on 250 MW of capacity over the past 12 months and expects to bring at least another 600 MW online over the next year, Cummins said.According to him, the company is also on track to meet its target of reaching 3.5 GW to 4 GW of capacity by 2030, provided demand holds up. “As long as we have the demand, I'm comfortable with that target,” Cummins said.<h2 class="st-heading-2">CEO Sees Potential Consolidation Opportunities In AI Infrastructure</h2>Cummins also said Applied Digital has seen troubled or stalled data center projects come its way, potentially creating opportunities for consolidation. The company is not aggressively pursuing acquisitions, however, because its existing development pipeline offers substantial organic growth.“It's been hard for me to look aggressively at consolidation because the organic growth is just so high,” he said.APLD stock has fallen around 30% this year and over 50% in the last 12 months.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.

In this photo illustration, a hand holds a smartphone displaying the logo of Applied Digital Corporation with its brand logo seen in the background on September 28, 2025, in Chongqing, China. 

Applied Digital (APLD) shares dropped to an over-one-year low in Monday morning trade with CEO Wes Cummins pushing back against the “neocloud” label and flagging that more than half of its data center capacity is yet to be financed.

Applied Digital Corporation

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AI infrastructure stocks are under pressure this week - what have you been doing?

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Investors are expressing deep anxiety over solvency risks, debt levels, and the sustainability of financing for massive AI data center builds.

Traders are eyeing the upcoming quarterly earnings release for a potential sentiment shift and a possible exit from the persistent downtrend.

Contrarian investors are aggressively accumulating shares at current price points, viewing the intense downward volatility as a historic discount.

Skeptics view every brief recovery as a temporary relief rally designed to trap retail traders before further potential downside.

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