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SOXL is drawing attention after a sharp semiconductor selloff, as traders debate whether AI spending and profitability concerns signal a deeper sector correction; supply-chain worries and broader market risk also weigh on sentiment. The community is split between buying an oversold dip in hopes of a rebound and expecting further losses, with many noting that the funds 3 leverage amplifies volatility.

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 the combination showing reduced recurrence risk versus Keytruda alone; traders largely frame the drop as a sell-the-news reaction after a major run-up. Debate centers on whether the results are clinically strong but fell short of inflated expectations, with some traders seeing an overreaction and others questioning the vaccines commercial potential and Modernas 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 strong quarterly results and raised full-year outlook were followed by a sharp selloff, with traders focused on negative cash flow and heavy investment in capacity amid a high valuation and broader weakness in AI-related stocks. Bulls view the spending as growth investment backed by data-center power demand, while bears question cash generation and whether expectations had become too high.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

CRDO is drawing attention after a steep selloff amid weakness across AI and semiconductor stocks, with traders noting no clear company-specific trigger. The debate centers on valuation and recurring insider sales versus dip-buyers who believe demand for AI data-center connectivity remains strong.

American Express Co. engages in the provision of card-issuing, merchant-acquiring, and card network businesses. Its products and services include credit cards, business credit cards, corporate programs, gift cards, savings accounts and CDs, and the American Express App. It operates through the following segments: the United States Consumer Services (USCS), Commercial Services (CS), International Card Services (ICS), Global Merchant and Network Services (GMNS), and Corporate and Other. The USCS segment includes proprietary consumer cards and provides services to United States consumers. The CS segment offers corporate and small business cards and provides services to United States businesses. The ICS segment provides consumers, small businesses, and corporate cards outside the United States. The GMNS segment is involved in operating a global payments network that processes and settles card transactions, acquires merchants, and provides multi-channel marketing programs and capabilities, services and data analytics. The Corporate and Other segment covers corporate functions and certain other businesses and operations. It also operates through the following geographical segments: United States, EMEA, APAC, LACC, and Other. The EMEA segment represents Europe, the Middle East, and Africa. The APAC segment refers to Asia Pacific, Australia, and New Zealand. The LACC segment focuses on Latin America, Canada, and the Caribbean. The Other segment includes net costs which are not directly allocated to specific geographic regions. The company was founded by Henry Wells, William G. Fargo, and John Warren Butterfield on March 28, 1850 and is headquartered in New York, NY.

American Express Co.

American Express is trending on its Q3 earnings: adjusted earnings beat expectations, while revenue came in slightly below forecasts; card spending grew and credit-loss provisions declined. Traders are largely emphasizing the strong earnings and outlook, though some note the revenue miss and distinguish the reported guidance from the adjusted outlook.

What is the project about? Pepe is a community based meme token surround the iconic meme Pepe the frog. Pepe aims to leverage the power of such an iconic meme to become the most memeable memecoin in existence.   What makes your project unique? Pepe is here to make memecoins great again. Ushering in a new paradigm for memecoins, Pepe represents the memecoin in it's purest simplicity. With zero taxes, liquidity locked forever, and contract immutable, Pepe is for the people, forever. Pepe is about culture, rallying together a community to have fun and enjoy memes, fueled purely by memetic power.   History of your project. Pepe was stealth launched on Friday, April 14th, 2023.   What’s next for your project? Pepe will focus on developing a tight-knit community around the token and building resources to enrich the communities knowledge and success in crypto through a token gated group, newsletter, and more tools.   What can your token be used for? Pepe can be used to speculate on the power of memes, and does not pretend to be anything more.

Pepe

A sharp PEPE rally is driving attention, with traders framing it as a possible meme-coin momentum pickup and speculating that it could gain ground on SHIB. Bullish calls for a breakout are tempered by concerns about low volume, repeated stalls near resistance, and the risk of a pullback.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a tech-led selloff, as traders question whether heavy AI investment will generate sufficient returns; rising oil prices and Iran-related tensions are adding inflation and risk concerns. The community is divided between expectations of further declines and dip-buying or a short-term rebound.

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 update is driving attention: earnings beat expectations, but revenue missed and management lowered its sales outlook as shoppers became more price-conscious and footwear promotions increased; higher earnings guidance was partly supported by tariff refunds. Traders are debating the sharp selloff despite the earnings beat, with bulls citing strong margins and buybacks while bears focus on slower growth and weaker demand.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

A sharp selloff in SanDisk and other memory stocks is driving discussion, with traders citing broader AI-capex and peak-cycle concerns, weak semiconductor momentum, and pressure tied to Korean markets. Bulls see the decline as an overreaction and point to AI-driven storage demand and upcoming earnings, while bears question whether strong results can overcome cyclical risks.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

Detailed Phase 3 results for Merck and Modernas personalized melanoma vaccine combined with Keytruda are driving discussion, with traders weighing the treatments reported benefit against expectations that had risen ahead of the data. Some view the muted reaction as a sell-the-news response, while others see the results as encouraging validation of the cancer-vaccine approach.

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RBLX Stock Downgraded Ahead Of Earnings, Analyst Says Stock Could Fall Another 18%

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Jefferies downgraded Roblox shares to ‘Underperform’ from ‘Hold’ and kept a $38 price target.


VanEck Converts Gaming ETF into GENZ ETF Targeting Digital Native Economy

VanEck today announced the relaunch of the VanEck Digital Native Economy ETF (Ticker: GENZ), effective April 9, 2026, formerly known as the VanEck Gaming ETF (BJK). The fund now seeks to track the...

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<ul class="summary-bullets"><li>Jefferies said the stock’s roughly 30% rally since second-quarter results reflects an overly optimistic bookings outlook.</li><li>The firm expects Roblox’s recovery in U.S. and Canada users and bookings to be "longer and more costly" than the market expects.</li><li>It added that Roblox’s new discovery algorithm could limit short-term user growth by favoring games with stronger long-term retention.</li></ul><p>Roblox (<a class="mention" data-mention="$RBLX" data-symbol-id="RBLX" href="https://stocktwits.com/symbol/RBLX" target="_blank">RBLX</a>) stock fell in early morning trade on Monday after Jefferies downgraded the shares, stating that the roughly 30% rally since the company’s second-quarter results had priced in too much improvement in bookings.</p><p>Jefferies downgraded Roblox to ‘Underperform’ from ‘Hold’ while keeping its price target at $38, according to a note to investors cited by TheFly. The target implies about 18% downside from Friday’s close.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260928_074344330_e6ef4f366b.png" alt="koyfin_20260928_074344330.png" width="2400" height="1240"><figcaption><a class="mention" data-mention="$RBLX" data-symbol-id="RBLX" href="https://stocktwits.com/symbol/RBLX" target="_blank">RBLX</a> stock price performance year-to-date on September 28 as of 7:45 a.m. ET | Source: Koyfin</figcaption></figure><p><a href="https://stocktwits.com/symbol/RBLX">RBLX stock</a> fell nearly 5% in premarket trading. On Stocktwits, retail sentiment around the company remained in ‘bearish’ territory over the past day.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/edited_95acb2e8_c96a_486c_ad35_4a3b266a872918274982093036346943_0e58950de7.jpg" alt="edited_95acb2e8-c96a-486c-ad35-4a3b266a872918274982093036346943.jpg" width="960" height="1552"><figcaption><a class="mention" data-mention="$RBLX" data-symbol-id="RBLX" href="https://stocktwits.com/symbol/RBLX" target="_blank">RBLX</a> stock retail sentiment on September 28 as of 7:45 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Jefferies Sees Slower Roblox User Recovery</h2><p>Jefferies said Roblox’s 30% rise since its second-quarter results "reflects an overly optimistic view" of bookings over the next 12 months. The firm expects the recovery in users and bookings in the U.S. and Canada to be "longer and more costly" than the market expects.</p><p>Jefferies also flagged Roblox’s new discovery algorithm, which favors games with stronger long-term retention. The firm expects the algorithm change to limit short-term user growth over the next few quarters, even though it could improve engagement and the quality of the games surfaced to users over time.</p><p>Jefferies remains positive on Roblox’s efforts to expand into new game genres and attract more users aged 18 and older. Daily users in that demographic rose 32% in the second quarter.</p><h2 class="st-heading-2">Roblox Bookings Growth Slowed In Q2</h2><p>In the second quarter (Q2), Roblox&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rblx-stock-plunges-overnight-roblox-ceo-retention-bet-comes-at-the-cost-of-near-term-growth/cZNED9zRJ2V">reported</a> bookings of about $1.6 billion, up 8% from a year earlier and at the low end of its guidance. That compared with 43% growth in the first quarter.</p><p>Revenue rose 36% to about $1.5 billion, while daily active users increased 10% to 123 million. Free cash flow climbed 66% to $294 million, although the company reported a net loss of $185 million.</p><p>Management attributed the weaker bookings growth in part to lower spending per hour among younger users in the U.S. and Canada. Those players had moved away from the viral games that drove unusually high spending in 2025.</p><p>The discovery algorithm change added another layer of uncertainty. Roblox guided for third-quarter bookings to decline 14% to 18% and withdrew its full-year guidance.&nbsp;</p><h2 class="st-heading-2">Legal And Competitive Risks Add To Roblox Concerns</h2><p>Last week, a Los Angeles judge allowed Los Angeles County’s lawsuit against Roblox to proceed after rejecting the company’s attempts to have the case dismissed. The county alleges that Roblox failed to provide adequate safeguards around age verification, moderation and interactions between children and adults, exposing young users to sexual exploitation and other harmful content.</p><p>The Los Angeles case is also part of a broader wave of legal scrutiny. Other government entities, including Texas, have pursued similar claims, while an Ohio securities lawsuit alleges that Roblox misled investors about its child-safety protections.</p><p>Competition is another consideration, with Meta’s (META) new AI creation tools posing a potential challenge to Roblox’s position in user-generated content.</p><h2 class="st-heading-2">All Eyes On Q3 Earnings Next&nbsp;</h2><p>Roblox's third-quarter (Q3) report, scheduled for Wednesday, is the next test of whether bookings are recovering. Wall Street expects the company to report a loss per share of around $0.42 on $1.63 billion in revenue.</p><p><strong>Read also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/mag-7-voices-jensen-huang-elon-musk-mark-zuckerberg-shape-week-of-ai/cZMSpltRBQ3"><strong>MAG 7 Voices: Jensen Huang, Elon Musk, Mark Zuckerberg Shaped A Week Of AI Debate</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Roblox displayed on a tv screen and DualSense controller are seen in this illustration photo taken in Krakow, Poland on September 30, 2024.

Jefferies downgraded Roblox shares to ‘Underperform’ from ‘Hold’ and kept a $38 price target.

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