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Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys post-earnings selloff is the main focus, as traders weigh shortfalls in GMV and subscription-related metrics against earnings and cash-flow strength and continued revenue growth. The sharp drop and rebound have split the community between dip buyers calling it an overreaction and bears citing high valuation and moderating growth.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

A record fiscal-quarter report, stronger bookings and backlog, and raised annual revenue guidance sparked AEHRs sharp rally, with traders tying the outlook to AI-chip testing demand. Some expect short covering and further gains, while others question the valuation and whether the earnings-driven move will hold.

Madrigal Pharmaceuticals, Inc. engages in the development and commercialization of therapeutics for metabolic dysfunction-associated steatohepatitis. The company was founded by Rebecca A. Taub, Frederick Bernard Craves, and Edward Chiang on March 10, 2000 and is headquartered in West Conshohocken, PA.

Madrigal Pharmaceuticals Inc

MDGL is under pressure despite strong Q3 results and its first profitable quarter, with traders focused on the stocks sharp fade after an initial post-earnings jump. Bulls cite Rezdiffras commercial momentum and room to grow, while skeptics point to slow market penetration, reimbursement hurdles, spending, and the wait for clinical-outcomes data.

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 quarterly results and raised outlook were met with a selloff, as traders focused on slower contract bookings and the stocks high valuation as potential signs that growth may be harder to sustain. Bulls view the pullback as an overreaction to robust AI demand and commercial momentum, while bears argue the bookings trend leaves future growth uncertain.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transoceans Q3 earnings and fleet-status update are drawing attention as traders debate the reported results and question the focus on adjusted versus GAAP earnings amid a sharp share-price decline. The reaction is divided: some point to contract backlog and the Valaris merger as positives, while others remain concerned about dilution, debt, and management.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckins third-quarter results and a new share repurchase program are driving attention, with traders highlighting stronger profitability and customer growth. The reaction is divided: bulls see improving fundamentals and buybacks as supportive, while skeptics focus on weak same-store sales, stagnant OTC trading, and uncertainty over a U.S. relisting.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiservs quarterly results beat expectations, management reaffirmed its outlook, doubled its cost-savings target and announced plans to resume share repurchases, prompting a sharp rebound after a prolonged selloff. Bulls see a potential turnaround, while skeptics remain focused on execution and margin pressures; short-squeeze talk is speculative.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Attention centers on Candels upcoming SITC data presentations and the anticipated BLA filing for CAN-2409 in localized prostate cancer. Bulls view the clinical and regulatory milestones as potential catalysts, while skeptics question the filing timeline, CEO transparency and possible dilution amid a steep share-price decline.

Aurora Cannabis, Inc. engages in the production, distribution, and sale of cannabis and cannabis-derivative products. It operates through the following business segments: Cannabis and Plant Propagation. The company was founded by Terry Booth and Steve Dobler on December 21, 2006 and is headquartered in Edmonton, Canada.

Aurora Cannabis Inc

Auroras shares are drawing attention after Organigram agreed to acquire the company, topping Curaleafs competing bid and sparking a sharp rally. Traders are debating whether Curaleaf will counter and whether the deal terms limit further gains; some welcome the offer while others argue shareholders should hold out for more.

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

Backblazes Q3 results and raised full-year outlook are driving attention, with traders highlighting fast growth in B2 cloud storage and the companys potential role in AI infrastructure. The earnings-fueled surge has been followed by sharp swings, as bulls focus on growth while skeptics point to slowing retention, weak free cash flow and a shrinking legacy backup business.

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Crude Oil Could Soon Join Bitcoin, Gold In ‘Rollover’ If Iran War Extends, Says Analyst

Cryptocurrency

Macro investor Raoul Pal blamed the recent risk asset pullback on an oil-driven liquidity squeeze and a stronger dollar.

Pension Funds, Insurers Could Drive Bitcoin’s ‘Third Wave’ Of Adoption, Says Adam Back

Adam Back said bank capital rules still make holding Bitcoin "quite expensive" for lenders.

Binance Hacked: CFTC Chair Says Blockchain Gives ‘A Very Good Shot’ At Tracing Stolen Funds

In an interview with CNBC, Michael Selig stated that the Binance hack reinforces the case for federal oversight of offshore cryptocurrency exchanges.


Bitcoin Slips Below $80K As Peter Schiff Warns Of ‘Very Long Weekend’ For BTC Investors — Mike McGlone Says ‘Don’t Fight The Fed’

McGlone said IBIT trades at about three times the volatility of TLT and pointed to a possible "Bitcoin $10,000 Reversion Path."


Bitcoin ETFs See $635M Outflow In A Day As BTC Slips Back To September Levels

Oil prices rose on worries about renewed disruptions to Middle East supply and the possibility of U.S.-Israeli strikes on Iran. Brent crude closed at its highest since April 29.

Grayscale Opens 10 Crypto Funds To In-Kind Transfers, Letting Investors Swap Tokens For ETF Shares

Equity

Approximate minimums range from about $80,300 to about $364,800, and investors must go through an authorized participant.

Bitcoin Holds Above $85,000 As Treasury Drops Wallet Reporting Plan, CFTC Proposes Crypto Rules

CFTC Chairman Michael Selig said they were proposing their first crypto market rules, Regulation CTX and Regulation CAM.


Bitcoin's Monthly Closes Keep Climbing From Its Summer Low As Ben Cowen Says Burden Of Proof Has Shifted To Bears

Analyst Ben Cowen changed his stance, saying he "certainly didn't think" Bitcoin would take out its May high this year.

Bitcoin’s Weekly Chart Flips Bullish As 40-Week Trend Turns Higher — Analyst Says ‘Super Cycle’ Is Here

Trump's economic policies are paying off, according to Thorne, as productivity, wages, and manufacturing jobs rise, which could ultimately benefit Bitcoin.

Bitcoin Investors Who Bought Last Year's Rally Are Selling As Price Nears Their Break-Even, Glassnode Says

Analyst Ted Pillows said Bitcoin needed a weekly close above $87,500 for a strong rally, and risks a drop below $80,000 without one.


Grayscale Investments LLC - Grayscale Bitcoin Trust

Bearish Sentiment

<ul class="summary-bullets"><li>Mike McGlone's chart showed that <a class="mention" data-mention="$BTC.X" data-symbol-id="BTC.X" href="https://stocktwits.com/symbol/BTC.X" target="_blank">Bitcoin</a>'s 500-week moving average has rolled over, which signals weaker market momentum.</li><li>McGlone warned that crude oil could follow Bitcoin and gold lower amid potential policy reversal after the U.S. midterms.</li><li>Unwinding some market moves tied to the current administration "could dominate late 2026 and 2027,” he wrote in a post on X.</li></ul>Crude oil may join “rollovers” in Bitcoin (BTC) and gold if the war with Iran goes on for longer, according to Bloomberg Intelligence's Mike McGlone.&nbsp;McGlone, a senior commodity strategist at Bloomberg Intelligence, posted a chart&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/mikemcglone11/status/2117213427445735453?a=q4cJrx3AL1AYw6SGtaM&amp;s=20">on</a> X showing that the the 50-week average for Bitcoin peaked roughly a year after the 2024 election and turned lower, while the averages for gold and the S&amp;P 500 kept climbing. "Rollovers in Bitcoin and gold may gain a companion in crude oil," he wrote.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/mikemcglone11/status/2117213427445735453?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_11_02_at_8_50_56_AM_27f3c3098c.png" alt="Screenshot 2026-11-02 at 8.50.56 AM.png" width="444" height="279"></a><figcaption>Source: @mikemcglone11/x</figcaption></figure>McGlone added that if prediction markets are correct about Democrats winning on Tuesday, unwinding some market moves tied to the current administration "could dominate late 2026 and 2027."<h2 class="st-heading-2">Is Bitcoin Facing A Liquidity Problem?</h2>Meanwhile, Raoul Pal, founder of Global Macro Investor and Real Vision, took a different view. According to him, the recent pullback in AI stocks reflects slower global liquidity growth after an oil shock, not weakening demand.In a post&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RaoulGMI/status/2116852542638264735">on X</a>, he said that the oil shock drove up the dollar and short-term rates, tightening financial conditions. He noted that global liquidity growth has slowed each month since March.&nbsp;"The market is pricing in a pause in liquidity," Pal said. If spending on AI holds up, Pal forecast that the wider risk rally may have more room to run, and that Bitcoin's drop looks more like a pause.<figure class="image"><a class="st-link-external" href="https://x.com/RaoulGMI/status/2116852542638264735" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_11_02_at_8_51_13_AM_04efff151e.png" alt="Screenshot 2026-11-02 at 8.51.13 AM.png" width="449" height="202"></a><figcaption>Source: @RaoulGMI/x</figcaption></figure>Pal said crypto needs the same thing to turn around. "For crypto, really, we want that excess liquidity to rise," he said in a separate post. "We need the dollar weaker."He said rising rates, a firmer dollar and higher oil prices have tightened conditions, "and we need those to dissipate."Pal said relaxing them would "ignite more ability to take risk for more capital to come into markets overall.”<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading around $77,700, flat over the last 24 hours. On Stocktwits, it was one of the top trending crypto tickers at the time of writing. Retail sentiment around BTC remained in the ‘extremely bearish’ zone, accompanied by ‘normal’ chatter levels over the past day.Read more:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coin-stock-sees-split-view-on-wall-street-after-binance-hack-shifts-sentiment/cNG9vE3R9Pb">COIN Stock Sees Split View On Wall Street After Binance Hack Shifts Sentiment</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The photo illustration shows the Bitcoin cryptocurrency on November 12, 2024 in Shanghai, China. (Photo by VCG/VCG via Getty Images)

Crude oil may join “rollovers” in Bitcoin (BTC) and gold if the war with Iran goes on for longer, according to Bloomberg Intelligence's Mike McGlone.

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