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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

A leak of Phase 3 melanoma-vaccine results triggered a sharp selloff, despite data showing the ModernaMerck combination reduced recurrence or death risk versus Keytruda alone. Traders are split: bulls view the results as meaningful, while bears argue the benefit fell short of expectations built into the stocks steep run-up and question its valuation.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys Q3 earnings beat and raised full-year outlook have coincided with a sharp selloff, prompting debate over negative cash flow and heavy capacity spending amid high expectations. Bulls view the drop as an overreaction and cite data-center power demand, while others point to valuation concerns and broader pressure on AI-linked stocks.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digitals strong quarterly results and upbeat forward guidance are being overshadowed by a sharp selloff in the shares. Traders are debating whether higher capital spending and input costs, peak-cycle concerns, and broader weakness in AI and storage stocks explain the reaction, while bullish holders argue demand and fundamentals remain strong.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A broad Nasdaq and semiconductor selloff has hammered SOXL, with its 3x leverage magnifying the decline; traders point to war-related market anxiety and concerns about AI infrastructure financing. The community is split between calling the drop an oversold buying opportunity and warning that semiconductor weakness and doubts about the AI trade could drive further losses.

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 resilience near record highs despite broad tech-market weakness is driving attention, with traders describing it as a defensive haven or rotation destination while others suspect the move is fragile and point to its rich valuation. Chatter about iPhone Duo demand and upcoming earnings adds to the debate, with skepticism over whether limited launch supply signals lasting demand.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a sharp technology selloff, as traders point to renewed doubts about AI spending returns and financing alongside rising oil prices and Iran-related geopolitical risk. The conversation is largely bearish after the decline, though some see an oversold dip and are watching support for signs of a rebound.

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

IREN is under pressure amid a sharp selloff across AI data-center and neocloud stocks, as traders debate debt-funded expansion, financing and execution risks alongside broader market weakness. Bulls argue the decline is excessive given IRENs AI infrastructure business and contracts, while bears question the sectors valuations and expect further downside.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedixs REZZAYO prophylaxis application receiving FDA Priority Review, supported by positive Phase III ReSPECT results, is a key catalyst drawing attention; traders see potential for a broader growth opportunity but are debating the long wait to a decision and the stocks muted reaction. Discussion also reflects uncertainty over DefenCaths reimbursement and competitive outlook.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers quarterly results are driving attention: earnings topped expectations, but a revenue miss and reduced full-year sales outlook, alongside slower HOKA and UGG growth, weighed on the shares. Traders are split between calling the selloff excessive given strong margins and buybacks and worrying that softer growth signals weaker demand.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

A sharp semiconductor selloff has put SMH under pressure, with traders debating whether concerns about AI-infrastructure financing and returns, alongside inflation and rate risks, signal a deeper unwind or a temporary pullback. Some see an oversold buying opportunity, while others expect more downside; market commentary also linked the rout to concerns about funding for AI cloud providers.

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JFrog Ends the Audit Scramble: Delivers New DevGovOps Capabilities with Signed Compliance Evidence for Every Release, Without Slowing Development

swampUP Europe 2026 JFrog Ltd. (JFrog) (NASDAQ: FROG), the Liquid Software company and creators of the JFrog Software Supply Chain Platform, the system of record for trusted software artifacts, binaries, and AI assets, today announced new DevGovOps capabilities that give CISOs and R&D leaders a...

JFrog Closes the Shadow AI Blind Spot: Unveils AI-SEC to Control Every AI Agent, Skill, and Model, from Developer to Production

swampUP Europe 2026 JFrog Ltd. (Nasdaq: FROG), the Liquid Software company and creators of the JFrog Software Supply Chain Platform, the system of record for trusted software artifacts, binaries, and AI assets, today announced advancements in JFrog AI Security, bringing AI asset detection, scanning...

JFrog Announces Timing of Third Quarter 2026 Financial Results

JFrog Ltd (Nasdaq: FROG), the Liquid Software company and creators of the JFrog Software Supply Chain Platform, the system of record for software artifacts, binaries, and AI assets, today announced it will report financial results for the third quarter 2026 on Thursday, November 5, 2026, following...

Here's Why JFrog Ltd. (FROG) is a Strong Momentum Stock

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If You Invested $100 In JFrog Stock 5 Years Ago, You Would Have This Much Today

JFrog (NASDAQ:FROG) has outperformed the market over the past 5 years by 12.0% on an annualized basis producing an average annual return of 23.27%. Currently, JFrog has a market capitalization of $10.93 billion.
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JFrog CFO Sells 17,216 Shares for $1.6 Million Amid a Soaring Stock Price

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JFrog Delivers DevGovOps at Scale: Continuous Compliance for the AI-Era Software Supply Chain

swampUP 2026--JFrog Ltd. (JFrog) (NASDAQ: FROG), the Liquid Software company and creators of the JFrog Software Supply Chain Platform, the system of record for trusted software artifacts, binaries, and AI assets, today unveiled DevGovOps for the AI-era a new class of capabilities in JFrog AppTrust...

JFrog Ltd. engages in the provision of an end-to-end, hybrid, universal development operations platform that powers and controls the software supply chain, which enables organizations to continuously and securely deliver software updates across any system. The firm operates through the following geographical segments: United States, Israel, India, and Rest of World. It is also involved in creating software delivered without friction from developer to device. The company was founded by Frederic Simon, Shlomi Ben Haim, and Yoav Landman in 2008 and is headquartered in Sunnyvale, CA.

JFrog Ltd

FROG Stock Jumps To Over 5-Year High Today – Wall Street Cheers The ‘Unambiguously Strong Beat-And-Raise’ 

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>First-quarter revenue came in at $154 million, including $78.9 million in cloud revenue.</li><li>For the full year, JFrog guided revenue between $628 million and $632 million.</li><li>At least 12 firms raised their price targets on JFrog following the results.</li></ul>Shares of JFrog (FROG) leaped to a five-and-a-half-year high on Friday after the company’s first-quarter results and forecast exceeded Wall Street expectations, with cloud segment growth coming into the spotlight and drawing praise from analysts.At the time of writing, the stock was up nearly 16%.<h1 class="st-heading-1">Street Takeaway On FROG</h1>At least 12 firms raised their price targets on JFrog following the results. KeyBanc cheered the 50% growth in the cloud unit during the first quarter (Q1) and said the results reflected continued broad-based strength, with upside driven by large enterprise customers, usage above commitments, and growing adoption of its services, TheFly reported.Guggenheim analyst Howard Ma stated that no one was expecting Q1 cloud revenue to accelerate to 50% from 42% in Q4.Meanwhile, Canaccord said JFrog posted “an unambiguously strong beat-and-raise in Q1” and also highlighted that cloud revenue essentially made up for 51% of total revenue, which is a first for the company, according to TheFly.DA Davidson said the company delivered impressive results, with security adoption and cloud usage exceeding commitments for AI workloads across its customer base, which helped drive “significant cloud growth acceleration,” according to TheFly.<h1 class="st-heading-1">FROG Q1 Earnings</h1>In Q1, revenue rose 26% to $154 million, beating the $147.9 million estimate polled by Fiscal AI. Notably, cloud revenue rose 50% to $78.9 million. The company’s adjusted earnings per share (EPS) were $0.27, ahead of the $0.22 per share estimate.For the full year, the company guided revenue between $628 million and $632 million, with the midpoint largely in line with the $630.9 million estimate, and expects adjusted EPS in the range of $0.93 to $0.97, with the midpoint matching the $0.95 estimate.Additionally, JFrog authorized a $300 million share buyback.<h1 class="st-heading-1">What Retail Traders Think Of FROG Stock</h1>On Stocktwits, retail sentiment about FROG remained ‘extremely bullish’ amid a 12x surge in message volumes over the last 24 hours.One user on the platform said they were expecting price target increases from analysts.<stembedurl>https://stocktwits.com/xConn/message/652690345</stembedurl>Another user expects the stock to hit $82.<stembedurl>https://stocktwits.com/Aburose/message/652675495</stembedurl>FROG stock is down 8.7% so far this year but has gained 65% in the past 12 months.20 out of 21 analysts covering the stock rate it a ‘Buy’ or higher; one has a ‘Hold’ rating, according to Koyfin data.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The JFrog logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Several analysts cheered the company’s impressive cloud revenue growth and raised their price targets.

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Stocktwits sentiment on $SPY just hit its lowest level of the year. How are you feeling about the market right now?

Stocktwits

 just hit its lowest level of the year. How are you feeling about the market right now?

Stocktwits Polls

$FROG  closing above the 9ema with strong buying into the last 2 hours. 
 
All is NORMAL and GOOD above $97. 
 
I own it. I traded it according to the plan.

Austin

$FROG low volume pump to trap and then backtest. These patterns repeat over and over again.

$FROG Same story.. all software names non-rate/inflation related stocks. Reminds me of 2017-2018

Albino

$FROG do we see a dip back to 96 and then a crawl back up to 99 today?  I think we are back up to $100 with a little good macro news…

Arnold Khanbabian

JFrog's sales are up 26% on the year, and gross margin is 2.3 points higher. Right now it's an 18 on the Quality Score, Excellent, #23 of 285 in its industry. $FROG

Trombone

Earlier today, $540,000+ of the $FROG $100 calls for 11/20 were bought 🐸 The stock is only trading around $90 right now.

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