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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is experiencing massive trading volume and a significant surge as investors react to a de-risking FDA update for its ANKTIVA bladder cancer application, which importantly does not require new clinical trials. This news, coupled with recent international approvals and high short interest, has ignited widespread community discussion about a potential short and gamma squeeze. The intense momentum highlights a fervent belief in the drug's long-term potential as a cancer treatment, driving bullish sentiment against a backdrop of active short positions.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata Inc. is currently trending due to its recent award of a prime contract position on the U.S. Missile Defense Agency's SHIELD program, significantly bolstering its standing in government AI data training. The community is highly bullish on this development, anticipating a major breakout, potential short squeeze, and further expansion into defense and sovereign AI markets, with many viewing the company as undervalued.

Corvus Pharmaceuticals, Inc. engages in the development of immune modulator product candidates with the potential to treat solid cancers, T-cell lymphomas, autoimmune diseases, and infectious diseases. Its product pipeline includes B Cell Activator and Anti-CD73, Adenosine Production Inhibitor Anti-CD73, ITK Inhibitor, A2AR Inhibitor, Anti-CXCR2, and A2BR Inhibitor. The company was founded by Richard A. Miller, Peter A. Thompson, Joseph J. Buggy, and Erik Verner on January 27, 2014 and is headquartered in South San Francisco, CA.

Corvus Pharmaceuticals Inc

Corvus Pharmaceuticals is trending due to compelling positive Phase 1 data for its oral drug soquelitinib in atopic dermatitis, showcasing strong efficacy in treatment-resistant patients and a favorable safety profile. The community is buzzing about its "best-in-class" potential in a massive market and a possible short squeeze, with many anticipating significant upside or a partnership. Despite the early stage of development, the innovative mechanism is driving substantial investor conversation.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending due to heightened global market uncertainty, fueled by renewed tariff threats against European nations and the ongoing Greenland situation. The community is sharply divided, with some anticipating a familiar "buy the dip" opportunity for the tech-heavy index, while others fear a more sustained market correction if trade tensions further escalate.

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

Novavax is trending after announcing a significant licensing agreement with Pfizer for its Matrix-M adjuvant, a deal seen by many as crucial validation for its non-mRNA technology. This development is intensifying community discussions about the stock's high short interest and potential for a squeeze, alongside ongoing pressure from an activist investor for management to expedite further partnerships and unlock core asset value.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is capturing significant attention following multiple analyst upgrades and reports of a substantial U.S. defense contract under the SHIELD program, fueling strong bullish sentiment. The community is actively discussing the stock's ability to maintain its upward momentum against price resistance ahead of its highly anticipated earnings report, with many expecting positive developments from its server CPU demand and foundry initiatives.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group Corp. (DJT) is actively discussed following its announcement of a record date for a digital token initiative, with many anticipating a short squeeze and other upcoming catalysts. This drives significant polarization, as some investors see substantial upside from loyalist support, while others view it as a highly speculative, politically-charged stock susceptible to market volatility and dilution. The stock remains a key talking point, reflecting the strong intersection of media, branding, and political narratives in its trading dynamics.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is trending as regulatory developments create a mixed outlook: a Massachusetts judge issued a preliminary injunction against prediction market Kalshi, a move seen as highly favorable for traditional sportsbooks. This positive catalyst is juxtaposed with the NCAA's call for a federal halt on college sports betting, intensifying investor debate around regulatory impacts and the rising competition from alternative betting platforms. Community sentiment is also weighing recent analyst upgrades and an increased share buyback authorization, leading to notable stock volatility.

Top Wealth Group Holding Ltd. operates as a holding company, which provides caviar and caviar-based gourmet products. It focuses on supplying sturgeon caviar to customers under its own brand, Imperial Cristal Caviar. The company was founded by Kim Kwan Kings Wong on February 1, 2023 and is headquartered in Hong Kong.

Top Wealth Group Holding Ltd. - Ordinary Shares - Class A

Top Wealth Group Holding Ltd.

Top Wealth Group (TWG) is seeing significant conversation following its announced acquisition of a wine trading business valued at $125 million, to be paid in newly issued shares. This strategic expansion into luxury wine has ignited strong community debate, with investors split between concerns over the share dilution at $7.00 per share and those enthusiastically accumulating the stock on the belief of a future rebound. The intense volatility reflects the mixed sentiment surrounding this low-float entity.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is experiencing significant momentum, driven by a recent product innovation award and confirmed ongoing work with Celestial AI, now part of Marvell. The community is highly engaged, actively discussing the company's patented Optical Interposer platform as a crucial solution for AI and data center optical interconnects, which many believe positions the stock for a substantial re-rating. Anticipation is building for further announcements and a potential short squeeze as the market increasingly recognizes its technological advantages and strategic partnerships.

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<ul class="summary-bullets"><li>Applied Digital is poised to sign incremental hyperscaler agreements at new sites, the analyst said in a note.&nbsp;</li><li>B. Riley also highlighted the company’s simultaneous execution of two initial energization deals.&nbsp;</li><li>Earlier, Roth Capital increased the price target on Applied Digital to $58 from $56 with a ‘Buy’ rating, citing stronger-than-expected momentum after its latest quarterly results that beat consensus estimates.</li></ul>Applied Digital Corp. (APLD) shares garnered attention on Friday after B. Riley raised its price target on the firm, citing optimism on hyperscaler agreements and energization executions.The analyst raised the price target on Applied Digital to $53 from $47 while maintaining a ‘Buy’ rating on its shares, as per TheFly.Applied Digital is poised to sign incremental hyperscaler agreements at new sites, the analyst said in a note, adding that the company is simultaneously executing on the initial energization at PF1 and development at PF2.Shares of APLD rose over 15% on Friday at the time of writing.<h2 class="st-heading-2">Street Consensus</h2>Earlier, Roth Capital <a href="https://stocktwits.com/news-articles/markets/equity/apld-stock-jumped-today-roth-capital-price-target-still-leaves-a-lot-of-upside-potential/cmUbBZlR4PD">increased</a> the price target on data center developer and operator to $58 from $56 with a ‘Buy’ rating, noting its stronger-than-expected momentum after its latest quarterly results.As per Roth, Applied Digital’s financials did not primarily drive the upgrade, but rather, the firm’s growing customer interest and large-scale discussions could potentially increase the company’s operating footprint.Meanwhile, Arete, and Freedom Capital both initiated coverage on the company this month, giving the stock a ‘Buy’ rating.&nbsp;<h2 class="st-heading-2">Stellar Earnings</h2>In the <a href="https://stocktwits.com/news-articles/markets/equity/applied-digital-posts-250-percent-jump-in-quarterly-revenue/cmxzivyR42v">second quarter</a> (Q2), Applied Digital clocked a revenue of $126.6 million, a 250% jump year-on-year, while reporting zero adjusted earnings per share (EPS). The company’s revenue and EPS beat analysts’ estimates of $81.2 million and a loss of $0.12 per share, respectively as per Fiscal.ai data.The earnings update also brought into limelight the company’s increased contribution as a provider of specialized data center capacity.The company said that it signed two new leases with hyperscalers across two campuses in North Dakota. CoreWeave’s 400 MW under contract at Polaris Forge 1 would bring in about $11 billion of prospective lease revenue over the term of its leases, while an unnamed investment-grade American hyperscaler holds 200 MW at Polaris Forge 2, expected to contribute about $5 billion of prospective lease revenue over the term of its lease, the company said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/APLD">APLD shares</a> trended in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_09_at_10_29_54_PM_png_21a34339a3.webp" alt="On Stocktwits, retail sentiment around APLD shares trended in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volume." width="1302" height="159"></figure>APLD stock has rallied over 343% over the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-lrhc-stock-surge-over-40-today/cmU2kGLR4dN">Why Did LRHC Stock Surge Over 40% Today?</a>

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. 

APLD Shares Surged Over 15% Today — What’s The Word On The Street? 

B. Riley raised the target on Applied Digital to $53 from $47 while maintaining a ‘Buy’ rating.

APLD Shares Surged Over 15% Today — What’s The Word On The Street?

Equity

<ul class="summary-bullets"><li>Roth pointed to expanding customer interest and large-scale discussions that could materially increase the company’s operating footprint.</li><li>With 600 megawatts already under contract and additional projects in active development, the company appears well-positioned, the firm said.&nbsp;</li><li>Applied Digital posted a 250% year-on-year jump in Q2 revenue, to $126.6 million.</li></ul>Applied Digital Corp. (APLD) shares were in the spotlight on Thursday morning after Roth Capital highlighted an increasing demand for large-scale artificial intelligence infrastructure.&nbsp;Analyst Darren Aftahi increased the price target on the stock to $58 from $56 while maintaining a ‘Buy’ rating, citing stronger-than-expected momentum following the company’s latest quarterly performance, according to TheFly.&nbsp;<h2 class="st-heading-2">Q2 performance&nbsp;</h2>In the second quarter (Q2), the data center developer and operator reported a 250% year-on-year jump in revenue, to $126.6 million, and nil adjusted earnings per share (EPS). Both revenue and EPS came in better than the analysts’ consensus estimate of $81.2 million and a loss of $0.12 per share, respectively, according to Fiscal AI data.&nbsp;Beyond the headline numbers, the earnings update highlighted Applied Digital’s growing role as a provider of specialized data center capacity. Management pointed to an active development pipeline that could materially expand the company’s footprint.<a href="https://stocktwits.com/symbol/APLD">Applied Digital stock</a> traded over 16% higher on Thursday morning. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_08_092150_png_fe406bdfb4.webp" alt="APLD’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Jan. 8, 2026 | Source: Stocktwits" width="923" height="105"><figcaption>APLD’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Jan. 8, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Analyst Rationale&nbsp;</h2>Roth emphasized that financials were not the primary driver behind the upgrade. Instead, the firm pointed to expanding customer interest and large-scale discussions that could materially increase the company’s operating footprint.The firm noted that Applied Digital is currently in advanced negotiations covering as much as 900 megawatts of capacity across several hyperscale locations. With 600 megawatts already under contract and additional projects in active development, the company appears well-positioned to scale alongside growing AI compute needs.The analyst highlighted Macquarie-backed financing as a key support for Applied Digital’s expansion plans. Roth described the company as a pure-play AI infrastructure landlord, meaning it focuses on owning and leasing specialized facilities rather than operating compute workloads itself.APLD stock has gained over 239% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ondas-stock-shot-up-today-what-is-driving-the-investor-optimism/cmUb7asR4Ps">Ondas Stock Shot Up 11% Today – What’s Driving The Investor Optimism?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

APLD Stock Jumped Over 16% Today – Roth Capital’s Price Target Still Leaves A Lot Of Upside Potential

Analyst Darren Aftahi increased the price target on the stock to $58 from $56 while maintaining a ‘Buy’ rating, citing stronger-than-expected momentum.

<ul class="summary-bullets"><li>While CoreWeave stock plunged over 16% on Tuesday following a guidance cut, APDN stock shed more than 9% in a sympathy move.</li><li>Investors’ negative sentiment toward the stock may have stemmed from the rising pessimism surrounding AI spending.&nbsp;</li><li>Applied Digital announced Monday plans to raise $2.35 billion through the offering of senior secured notes.</li></ul>Applied Digital Corp.’s (APLD) shares fell over 12% on Thursday amid the broader market’s tech-led sell-off, and it appears the stock could see further losses in Friday’s session.In overnight trading,&nbsp;<a href="https://stocktwits.com/symbol/APLD">Applied Digital stock</a> declined by more than 5%, according to Yahoo Finance.&nbsp;<h2 class="st-heading-2">AI Exposure Dents Mood?</h2>After starting the week stronger, Applied Digital’s stock has come under pressure, losing nearly 27% since Monday. It was among the top five trending equity tickers on Stocktwits as of early Friday. Week-to-date, the stock is down about 26%.&nbsp;If those losses sustain until Friday, APLD stock would log its worst weekly performance since early April 2024.Investors’ negative sentiment toward the stock may have stemmed from the rising pessimism surrounding AI spending. Fund managers and Wall Street firms have sounded warnings regarding a potential bubble waiting to burst, as AI names continue to splurge on building data center clusters to train AI models and for inference.&nbsp;Fellow AI infrastructure company CoreWeave, Inc. (CRWV) reduced its outlook this week, citing a delay by a third-party data center developer. While CoreWeave stock plunged over 16% on Tuesday following the warning, APDN stock shed more than 9% in sympathy.To make matters worse, short seller&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jim-chanos-joins-michael-burry-in-sounding-ai-alarm/cLPIZeRRE59">Jim Chanos called out CoreWeave</a> for overstating the useful lifetime of its data center assets, thereby artificially inflating profits. The fear was also raised by Michael Burry, although in relation to larger hyperscalers, such as Oracle and Meta.<h2 class="st-heading-2">Debt Offering</h2>Applied Digital announced Monday plans to raise $2.35 billion through the issuance of senior secured notes, underscoring the industry's huge capital needs. Late Thursday, the company said it has priced its offering of 9.250% senior secured notes due 2030 at an issue price of 97%.The company stated that it anticipates using the net proceeds from the offering, which is scheduled to close on November 30, to fund a portion of the construction and associated expenses for its 100 megawatt (MW) and 150 MW data centers at its North Dakota data center campus, as well as to repay debt.<h2 class="st-heading-2">What Retail Feels About Applied Digital Stock</h2>On Stocktwits, retail remained ‘bullish’ on Applied Digital stock as of early Friday, and the message volume on the stream was at ‘high’ levels.A bullish user reaffirmed their commitment to hold the stock despite the week’s declines. “I messed up by being irrational when QBTS and RGTI had their corrections under $10 and I sold. They both shot up a month later. Won't do that with APLD, just stop looking and keep loading,” they said.<stembedurl>https://stocktwits.com/jltransport/message/636164831</stembedurl>Another user said he would take a position if the stock drops to $17. While stating that they had previously bought at $10 and sold at $17 — a move they regretted — they said, “Looks like another opportunity is about to unfold.”<stembedurl>https://stocktwits.com/Taylormade8728/message/636160418</stembedurl>Applied Digital stock has moved in a 52-week range of $3.31 to $40.20, and has gained over 200% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/2-big-techs-reportedly-back-team-trump-s-plan-to-box-out-nvidia-in-china/cLPfCjCREES">Did Amazon And Microsoft Just Turn On Nvidia? 2 Big Techs Reportedly Back Team Trump’s Plan To Box Out AI Chipmaker In China</a>

Applied Digital Stock Heads For Worst Week In Nearly 2 Years Amid Rising AI Pessimism — How Is Retail Positioned After Pullback?

Applied Digital Corp.’s (APLD) shares fell over 12% on Thursday amid the broader market’s tech-led sell-off, and it appears the stock could see further losses in Friday’s session.

APLD retail traders held firm despite the recent volatility in its stock price. 


Applied Digital Corp. (APLD) shares&nbsp;soared nearly 17% in Thursday’s extended session after the artificial intelligence (AI) infrastructure company reported better-than-expected first-quarter results.&nbsp;The earnings report sparked retail chatter on the&nbsp;<a href="https://stocktwits.com/symbol/APLD">Applied Digital stock stream</a> on Stocktwits, with message volume rising over 500% in the 24 hours leading up to late Thursday. On Stocktwits, retail sentiment today, the stock improved to ‘extremely bullish’ levels by late Thursday from ‘bullish’ the day before.<figure class="image"><img style="aspect-ratio:620/58;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_09_at_9_59_55_PM_png_989b7b18a2.webp" alt="Screenshot 2025-10-09 at 9.59.55 PM.png" width="620" height="58"><figcaption>APLD sentiment and message volume as of 10 p.m. ET, Oct. 9 | source: Stocktwits</figcaption></figure>The Dallas, Texas-based company said its adjusted net loss per share for the first quarter of the fiscal year 2026 was $0.03, narrower than the Fiscal.ai-compiled consensus estimate of $0.13. The loss, however, widened from the previous quarter’s $0.01 per share. Revenue climbed 84% year-over-year to $64.2 million versus the $45.46 million consensus.&nbsp;Applied Digital said it was evaluating expansion opportunities across new states and regions as demand continued to scale up. In a statement, Chairman and CEO Wes Cummins said, “With hyperscalers expected to invest approximately $350 billion into AI deployment this year, we believe we are in a prime position to serve as the modern-day picks and shovels of the intelligence era.”Once Polaris Forge 1 is fully operational, the company expects to hit an annualized net operating income (NOI) run rate of about $500 million. The company hopes that tenant signings at its second campus (Polaris Forge 2) will help it reach $1 billion in NOI within the next five years.At the end of the first quarter, the company had $114.1 million in cash, cash equivalents, and restricted cash, while debt stood at $687.3 million. After the quarter-end, the company had secured $362.5 million in equity financing.&nbsp;A Stocktwits user expects the stock to reach $40 on Friday. The stock closed Thursday’s session up 4.83% at $29.29.&nbsp;<stembedurl>https://stocktwits.com/sharky55/message/631764021</stembedurl>Another user views Applied Digital as the next Palantir, forecasting a $100 price by the end of next year.<stembedurl>https://stocktwits.com/st0nkFact0r/message/631763414</stembedurl>Applied Digital stock has gained 283% this year, outperforming the broader market and tech sector.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ford-said-to-follow-gm-in-scrapping-ev-lease-credit-plan-retail-bet-trump-bump-stock-hits-2-week-low/ch6aLytR31B">Ford Said To Follow GM In Scrapping EV Lease Credit Plan — Retail Traders Bet On ‘Trump Bump’ As Stock Hits 2-Week Low</a>

In this photo illustration, a smartphone displays the logo of Applied Digital Corporation (NASDAQ: APLD) on July 28, 2025, in Chongqing, China. 

Why Applied Digital Stock Ripped 17% Higher In Today’s After-Hours

Applied Digital said it was evaluating expansion opportunities across new states and regions as demand continued to scale up.

Shares of SEALSQ (LAES) jumped to a nine-month high on Thursday after the company announced a strategic partnership with Trusted Semiconductor Solutions to co-develop ‘Made in U.S.’ quantum-resistant secure chips for government and defense applications.<a href="http://stocktwits.com/symbol/LAES">LAES’s stock</a> had pared some of its gains by midday trade, but was up by as much as 19%. On Stocktwits, it was among the top trending tickers at the time of writing. Retail sentiment around the shares moved higher with ‘extremely bullish’ territory amid ‘extremely high’ levels of chatter.&nbsp;The partnership aims to combine SEALSQ’s secure element technology (QS7001) with TSS’s platforms to create semiconductors and secure hardware resilient against future quantum computing threats. The companies said their collaboration will adhere to the strictest U.S. defense security standards.SEALSQ said that collaborating with TSS would strengthen its footprint in the U.S. It stated that leveraging TSS’s established relationships and trusted position with the U.S. defense ecosystem would allow the company to accelerate access to sensitive national security markets.In the short term, the initiative will focus on integrating SEALSQ’s existing secure element with TSS platforms. Over the medium term, the companies plan to develop U.S.-manufactured post-quantum cryptography (PQC) chips, targeting certifications including FIPS 140-3 and Common Criteria. Long-term ambitions include building next-generation secure hardware, such as modular security chips and embedded secure elements for sensitive government systems.LAES stock has fallen nearly 25% this year but gained more than 1,000% over the past 12 months. According to Stocktwits data, the number of traders watching the stock has jumped nearly 350% over the past year, with retail chatter increasing more than 240%.&nbsp;&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-ethereum-dip-ahead-of-powell-speech-amid-rising-dollar/ch67FDVR3K0">Bitcoin, Ethereum, And Other Major Cryptocurrencies Dip Ahead Of Powell’s Speech Amid Rising Dollar</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Global stock market chart and trading board - stock photo

SEALSQ Stock Surges To 9-Month High After Announcing Partnership To Develop Quantum-Resistant Chips For Defense Applications

The partnership aims to combine SEALSQ’s secure element technology with Trusted Semiconductor Solutions’ platforms to create semiconductors and secure hardware resilient against future quantum computing threats. 

SEALSQ Stock Surges To 9-Month High After Announcing Partnership To Develop Quantum-Resistant Chips For Defense Applications 

Shares of artificial intelligence infrastructure company Applied Digital Corp. (APLD) shed about 0.60% in Thursday’s premarket session. The retreat occurred amid the broader market’s indecision, as the key market indices traded in record territory, and trader anxiety concerning the quarterly results, due after the market closes.According to Fiscal.ai, the Dallas, Texas-based company is expected to report a loss per share of $0.13 and revenue of $45.46 million for the first quarter of the fiscal year 2026. This compares to the year-ago loss of $0.15 and revenue of $60.7 million.<a href="https://stocktwits.com/symbol/APLD">Applied Digital stock</a> is up a whopping 266% so far this year, riding on the momentum seen in AI stocks, with much of the gains coming since the start of August. In late August, the company announced that it broke ground on Polaris Forge 2, a $3 billion, 280-megawatt (MW) AI Factory near Harwood, North Dakota. At that time, CEO Wes Cummins stated that Polaris Forge 2 represented the next stage in Applied Digital’s rapid growth and its position as a leader in delivering high-performance AI infrastructure.&nbsp;Shortly after, the company announced that it had finalized a new lease agreement with CoreWeave for an additional 150MW at its Polaris Forge 1 Campus, bringing its total anticipated contracted lease revenue to approximately $11 billion. This included the&nbsp; $7 billion in revenue from the initial two approximately 15-year leases executed in May this year.&nbsp;Applied Digital’s stock came under pressure in late September when it announced plans to sell 8.39 million shares of its common stock. Earlier this week, the company announced that it had received the initial funding from its previously disclosed perpetual preferred equity financing facility, valued at up to $5 billion, with Macquarie Asset Management.Roth Capital analysts said in a report published in late September that they see few surprises in the company’s first-quarter print, with some possible swings around the "lumpiness" of one-time technical fit-out revenue, the Fly reported. The analysts believe that the company could win another high-performance computing colocation agreement by the end of the year or into early 2026 for its 280MW Harwood site. The research firm upped its price target for the stock to $43 from $24 and maintained its ‘Buy’ rating.On Stocktwits, retail sentiment toward Applied Digital tempered to ‘neutral’ as of early Thursday from ‘bullish’ the day before, with the message volume also dropping to ‘normal’ levels.<figure class="image"><img style="aspect-ratio:623/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_09_at_5_23_42_AM_png_e70a18f715.webp" alt="Screenshot 2025-10-09 at 5.23.42 AM.png" width="623" height="53"><figcaption>APLD sentiment and message volume as of 5:20 a.m. ET, Oct. 9 | source: Stocktwits</figcaption></figure>Wall Street analysts, on average, have a price target of $25.11 for the stock, according to Koyfin, implying over 10% downside from Wednesday’s close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-tsmc-stock-is-slipping-premarket-today-despite-q3-revenue-beat/ch67kh3R30C">Why TSMC Stock Is Slipping Premarket Today Despite Q3 Revenue Beat</a>

Why Applied Digital Stock Is Slipping In Premarket Ahead Of Q1 Print

According to Fiscal.ai, the Dallas, Texas-based company is expected to report a loss per share of $0.13 and revenue of $45.46 million for the first quarter.

Data center infrastructure provider Applied Digital’s (APLD) stock is on traders’ radar after it fell for a third straight session on Friday. In the overnight session, the stock climbed 2.35%, according to Yahoo Finance.<a href="https://stocktwits.com/symbol/APLD">Applied Digital stock</a> has risen about 72% for the year-to-date period, capitalizing on the demand surge from high-performance computing and artificial intelligence (AI) end markets. On Stocktwits, retail sentiment toward the stock stayed ‘bullish’ (67/100) as of late Sunday and the message volume on the stream was at ‘high’ levels.<figure class="image"><img style="aspect-ratio:619/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_29_at_1_07_26_AM_png_21063fa9db.webp" alt="Screenshot 2025-09-29 at 1.07.26 AM.png" width="619" height="52"><figcaption>APLD sentiment and message volume as of 1 a.m. ET, Sept. 29 | source: Stocktwits</figcaption></figure>A bullish watcher expected the stock to rebound to the $25 level this week.<stembedurl>https://stocktwits.com/michaelburryburner/message/630287484</stembedurl>Another user flagged CoreWeave, Alphabet, Nutanix and Cisco as potential partnerships that Applied Digital could announce this week.<stembedurl>https://stocktwits.com/Pepper214/message/630279452</stembedurl>Last Monday, the stock added nearly 20% amid the exuberance seen in the AI space and hit an all-time intraday high of $25.61 in the very next session. The stock pulled back approximately 15% from its peak before closing the week at $21.71.&nbsp;Traders will likely focus on a shelf-registration statement the company filed with the SEC late Friday regarding a second offering of its common stock. In a Form S-3 registration statement, Applied Digital said selling stockholders would resell up to 8.4 million shares from time to time. The prices and terms would be determined at the time of any such offering, the company said.&nbsp;The next major catalyst for the stock will likely be the company’s first-quarter results for the fiscal year 2026, due after the market closes on Oct. 9. According to Fiscal.ai, Applied Digital is expected to report a loss per share of $0.14 for the quarter and revenue of $43.67 million, down 28% year-over-year (YoY).The Koyfin-compiled average analysts’ price target for the stock ($21.11) suggests the stock is fairly valued at current levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-climb-as-traders-shrug-off-government-shutdown-fears/chDMFoCR373">Nasdaq, S&amp;P 500 Futures Climb As Traders Shrug Off Government Shutdown Fears — Strategists Divided Over Market Trajectory Heading Into Q4</a>

In this photo illustration, an Applied Digital logo is seen on a smartphone screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Applied Digital Retail Traders Expect Stock To Snap 3-Session Losing Streak, Pinning Hopes On More Datacenter Deals

The stock pulled back approximately 15% from its peak before closing the week at $21.71.

Fermi LLC launched its initial public offering (IPO) on Wednesday, aiming to raise $550 million at a valuation of $13 billion.Co-founded by former U.S. Energy Secretary Rick Perry, Fermi is offering 25 million shares priced between $18 and $22, according to the company’s filing with the U.S. Securities and Exchange Commission (SEC).Fermi, which is a real estate investment trust (REIT), will be renamed Fermi Inc.&nbsp;from its existing name, Fermi LLC, and the stock will list on the Nasdaq Global Select Market and the London Stock Exchange under the ticker “FRMI,” the company said in its filing. It was co-founded by Rick Perry, Toby Neugebauer, and Griffin Perry in January.Rick Perry was the Governor of Texas and served as the Energy Secretary in President Donald Trump’s first term.Fermi said in its filing that it intends to support the continued growth and development of its business, hire personnel, and increase its financial flexibility. Apart from this, the firm also intends to use the proceeds toward&nbsp;other general corporate purposes, including the procurement, construction, and installation of long lead-time items.The company also stated that it intends to have up to 11 gigawatts of power available to cater to data centers by 2038. It aims to achieve this through a combination of various power sources, including natural gas, solar energy, and nuclear power.Since its founding in January, the Texas-based company reported a net loss of $6.4 million through June, according to the SEC filing. This includes $3.6 million in share-based compensation expense and $2.1 million in general and administrative expenses. The firm incurred $0.7 million in non-cash interest expense from paid-in-kind convertible notes.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ed-yardeni-jerome-powell-equity-remarks-alan-greenspan-irrational-exuberance/chD1RX1R33K">Ed Yardeni Draws Parallels To Jerome Powell’s Equity Remarks With Alan Greenspan’s ‘Irrelational Exuberance’ Comments: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of a data center. (Photo by Yui Mok/PA Images via Getty Images)

Fermi Launches IPO, Aims To Raise $550 Million

Fermi is offering 25 million shares in the price range of $18 and $22, according to the company’s SEC filing.

1 Data Center ETF to Buy Hand Over Fist as Trump Promises $20 Billion in Funding

With the data center market expected to grow 20% annually until 2030, the DTCR ETF offers a compelling way to invest in companies that are leading the way in digital infrastructure.

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