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AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Applovins stronger-than-expected quarterly results, upbeat forward guidance, and expanded share-repurchase authorization are driving a sharp rally. Bulls see the report as a sign that growth remains intact and a possible squeeze on short sellers, while others warn the earnings-fueled move could fade and are taking profits.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps quarterly results are driving attention, with softer ad growth and weaker North American daily-user trends weighing on sentiment despite improved profitability and cash generation. Traders are split between focusing on the user and advertising concerns and seeing progress in subscriptions and operating efficiency as evidence of a turnaround.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwires quarterly results are driving discussion, with traders weighing weaker-than-expected revenue and an underwhelming outlook against improved margins, a record backlog, and reaffirmed guidance. The share-price drop has prompted debate over execution and possible further dilution, while some investors see the operational progress as encouraging.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms agreement to supply chips and software for SpaceXs planned Starlink Mobile network is drawing attention, with traders debating its long-term potential against questions about execution and timing. The conversation also centers on mixed earnings: a modest beat and growth in automotive were weighed against handset weakness, cost pressures and cautious guidance.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arms quarterly results beat expectations, but shares sold off as traders judged the outlook roughly in line and questioned whether it justified the stocks valuation. Bulls point to AI and data-center demand and see a buying opportunity, while bears cite high expectations and weakness across semiconductor stocks.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros shares sold off sharply around its Q3 report despite a narrow earnings beat, with traders focused on concerns about slowing growth, elevated costs and the stocks rich valuation. Bears also point to pricey drinks, consumer pressure and competition from 7 Brew, while bulls argue the decline is overdone and view the pullback as a buying opportunity.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherents strong earnings, raised outlook, and reported multiyear customer agreement for AI data-center optics are drawing attention. Traders are split between viewing the results as evidence of durable demand and seeing the share decline as part of a broader AI-sector selloff, with some questioning whether growth expectations are already priced in.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

JOBYs steep selloff and new lows have fueled debate over a bearish Barclays downgrade, cash burn and uncertainty about the pace of FAA certification. Bulls point to certification progress, Toyotas backing and defense opportunities, while bears argue commercialization remains distant and further funding may be needed.

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

IRENs selloff is being discussed amid fears that election-driven policy shifts could slow Texas data-center development, alongside reports of Microsoft spending cuts and delays tied to IREN projects as earnings approach. Bears focus on regulatory and execution risks, while bulls argue that IRENs existing sites and power could become more valuable if new construction faces hurdles; the reported delays remain disputed.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

TTD is drawing attention around earnings, as traders question whether advertising growth and guidance can reverse the stocks prolonged decline amid concerns about competition and execution. Bears expect further weakness and criticize management, while bulls point to heavy short interest and oversold conditions as possible support for a rebound.

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Flex's 2027 Axiom Spin-Off: Will Two Firms Unlock Value for Investors?

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Flex Ltd. operates as a manufacturing services company. It delivers technology innovation, supply chain, and manufacturing solutions to diverse industries and end markets. The firm operates through the following segments: Integrated Technology Solutions (ITS), Regulated Manufacturing Solutions (RMS) and Cloud and Power Infrastructure (CPI). The Integrated Technology Solutions segment consists of Communications, including high speed networking, enterprise, and satellite communications systems Lifestyle, including premium products across commercial, home and personal product categories. The Regulated Manufacturing Solutions segment consists of Industrial, including mission-critical automation, energy, and industrial infrastructure, Automotive, including compute and power electronics platforms, and integrated systems, Healthcare, including regulated manufacturing for medical devices, drug delivery and equipment. The Cloud and Power Infrastructure segment consists of Cloud and Cooling, including integrated compute systems supporting power-dense digital infrastructure deployments, and advanced liquid cooling solutions supporting higher-density, power-intensive rack architectures, Power, utility and facility-level, including electrical infrastructure enabling reliable, scalable power delivery and high-density rack- and board-level power systems supporting power-intensive compute workloads. The company was founded by Joe McKenzie and Barbara-Ann McKenzie in 1969 and is headquartered in Austin, TX.

Flex Ltd

CRWV Stock On Track For 4-Day Slide Amid CoreWeave’s Debt Test: Analysts Split On Whether Selloff ‘Grossly Overexaggerated’ 

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>Creditsights analyst Paul Meeks maintains a positive outlook on CoreWeave, citing strong fundamental growth.</li><li>Deutsche Bank also sees the recent decline as excessive.&nbsp;</li><li>However, Mizuho cut its price target on CRWV stock to $88 from $115.</li></ul>CoreWeave (CRWV) shares were on track to slide for the fourth consecutive day in early morning trade on Thursday after its bond yields spiked this week, and analysts disagree on how much it matters.&nbsp;Head of Technology at Creditsights, Paul Meeks, recommended the stock and called the selloff overdone, in an interview with CNBC. Deutsche Bank echoed that view, stating it was struggling to find any “company-specific factors” to justify the drop in share price.Meanwhile, Jordan Chalfin, who’s the Head of Technology Research at Freedom Capital Markets, said funding has become much harder and Coreweave is currently facing fundamental risks. Mizuho also cut its price target on CRWV stock to $88 from $115.<h2 class="st-heading-2">CRWV Stock On Track For 4-Day Losing Streak</h2><a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> fell nearly 7% in pre-market trade on Thursday, after a massive drop of over 15% in the previous session, with retail traders on Stocktwits citing the firm’s outsized borrowing as the primary cause of concern.Shares of Nebius (NBIS) fell 10% and Oracle (ORCL) shed over 8%. The Nasdaq closed down 1.9%. In the latest quarter, CoreWeave raised more than $10 billion in unsecured debt and convertibles, plus a $3.1 billion term loan.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261015_072820556_b63cddd8ee.png" alt="koyfin_20261015_072820556.png" width="2400" height="1240"><figcaption>CRWV, NBIS, ORCL stocks’ price performance month-to-date on October 15 as of 7:25 a.m. ET | Source: Koyfin</figcaption></figure>The most recent drawdown was also pressured by Tesla (TSLA) and SpaceX (SPCX) CEO Elon Musk stating “Yikes” in response to investor Chamath Palihapitiya’s X post, warning about CoreWeave’s surging bond yields.&nbsp;<h2 class="st-heading-2">CoreWeave’s Financing Costs Raise Concerns</h2>Chalfin noted that CoreWeave has around $40 billion in debt, while consensus estimates point to roughly $80 billion in spending over the next three and a half years. With yields on its unsecured bonds near 16%, “financing their ambitious growth plans is becoming increasingly challenging.”Chalfin also flagged the risk of overbuilding, noting that CoreWeave has about 1.5 gigawatts of active power capacity and plans to increase that to more than 8 gigawatts by 2030. According to him, a weakness in demand could leave the company with excess capacity and a large debt burden.Moreover, he noted, Coreweave’s initial customer contracts are set to expire after five years, and major customers such as Microsoft (MSFT) and Meta Platforms (META) could eventually build or lease more of their own computing capacity rather than renew agreements with the company.Chalfin said he prefers Oracle (ORCL) to CRWV, because the former is an investment grade stock with lower operating expenses relative to sales.&nbsp;<a href="https://stocktwits.com/symbol/ORCL">ORCL stock</a> was down as much as 1.8% in pre-market trade. On Stocktwits, retail sentiment around the shares fell to ‘extremely bearish’ from ‘bearish’ territory over the past day.&nbsp; Meanwhile, sentiment around CoreWeave shifted higher, to ‘bullish’ from ‘neutral’ territory.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_15_073016_cd2f69dc18.png" alt="Screenshot 2026-10-15 073016.png" width="1270" height="696"><figcaption>CRWV stock retail sentiment on October 15 as of 7:25 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">CoreWeave Bull Sees Revenue Reaching $43 Billion</h2>Meeks recommended buying CRWV stock when it traded in the $70s and said the recent sell-off has gone too far. “I do think that this has been grossly overexaggerated on the downside by both credit investors and stockholders,” he said.Meeks added that his model projects revenue rising from about $5 billion in 2025 to $43 billion in 2028, alongside $29 billion in earnings before interest, taxes, depreciation and amortization (EBITDA). That would represent an EBITDA margin of 67%, while his model puts the operating margin at 16%.Meeks said he is more concerned about construction risks than near-term financing. He also noted that worries in the credit market can spill over into equities, pulling down companies across the neocloud sector even when their individual business outlooks differ.In addition to CRWV stock, Meeks also recommended NBIS, IREN (IREN) and Applied Digital (APLD). He rates Flex (FLEX) a ‘Buy’, citing plans to spin off its AI infrastructure business in early 2027.<a href="https://stocktwits.com/symbol/NBIS">NBIS stock</a> fell over 3% in pre-market trade and was among the top trending tickers on Stocktwits alongside CRWV. Retail sentiment around the neocloud fell to ‘bearish’ from ‘neutral’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_15_073004_9b096cf1e5.png" alt="Screenshot 2026-10-15 073004.png" width="1264" height="700"><figcaption>NBIS stock retail sentiment on October 15 as of 7:25 a.m. ET | Source: Stocktwits</figcaption></figure>Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/APLD">APLD stock</a> was down over 6% in pre-market trade and&nbsp;<a href="https://stocktwits.com/symbol/IREN">IREN stock</a> dropped almost 4%.&nbsp;<a href="https://stocktwits.com/symbol/FLEX">FLEX stock</a> fell around 3%. IREN was the only company to see retail sentiment in the ‘bullish’ zone. Sentiment around APLD and FLEX trended in ‘bearish’ territory over the past day.&nbsp;<h2 class="st-heading-2">Deutsche Bank Says Sell-Off Is Overdone</h2>Deutsche Bank also sees the recent decline as excessive. In a note to investors, the firm maintained a ‘Buy’ rating on CoreWeave and a $150 price target, implying about 128% upside from Wednesday’s closing price.“A confluence of factors appear to have led to a sharp selloff in CoreWeave’s public equity and debt over the past week,” analyst Brad Zelnick said in a Wednesday note to clients. “There’s no doubt CoreWeave’s future is tied to the success of AI and demand for the underlying compute infrastructure supporting it, and thus its shares should reflect changes in sentiment here. Beyond that, we struggle to find company specific factors that justify the recent move.”CRWV stock has fallen around 8% this year and over 50% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/netflix-cutting-1000-jobs-co-ceos-say-company-must-be-disciplined-with-resources/cZxfuimRBqW">Netflix Is Reportedly Cutting 1,000 Jobs – Co-CEOs Say Company Must Be ‘Disciplined’ With Resources</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 The CoreWeave company name and logo are displayed on digital billboards in Times Square during the company's Initial Public Offering (IPO) at the Nasdaq headquarters on March 28, 2025 in New York City. (Photo by Michael M. Santiago/Getty Images)

CoreWeave (CRWV) shares were on track to slide for the fourth consecutive day in early morning trade on Thursday after its bond yields spiked this week, and analysts disagree on how much it matters.

CRWV Stock Extends Slide With Bull Calling Sell-Off ‘Grossly Overexaggerated’ As Credit Risks Mount

In an interview with CNBC, Freedom Capital Markets analyst Jordan Chalfin noted that CoreWeave is facing several critical risks, which aren’t limited to its financing challenges.


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$MRVL and $FLEX are being added to the S&amp;P 500 - are you buying either of them on the news?

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Marvell Technology Inc

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Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$1.25	--	--	N/A
Q2 '26	$1.06	$1.18	11.52%	BEAT
Q1 '26	$0.90	$1.00	11.21%	BEAT
Q4 '25	$0.87	$0.93	6.36%	BEAT
Q3 '25	$0.78	$0.87	11.74%	BEAT

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