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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Democratic gains in the midterm elections and the prospect of a divided Congress dominate discussion, with traders viewing the results as a setback to Trumps political influence and a negative for DJTs politically driven sentiment. The reaction is overwhelmingly bearish, though some traders point to the TAE merger as a separate potential catalyst.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs strong quarterly results and upbeat outlook, driven by AI and data-center demand, sparked an earnings pop, but traders focused on its sharp fade amid speculation that Democratic gains could lead to tighter data-center rules, alongside valuation and profit-taking concerns. Bulls view the pullback as an overreaction to strong demand; bears question whether AI spending can sustain the stocks valuation.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riots long-term Corsicana data-center lease with a Frontier AI lab, alongside its earnings update, is driving attention and a sharp rally as traders weigh its AI-infrastructure pivot. Bulls see the contract as a major growth milestone, while skeptics question execution, construction costs and whether the lease will translate into durable cash flow; the stocks recent swings also fuel pump-and-dump and short-squeeze talk.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros sharply stronger-than-expected results and raised outlook, driven by AI-server demand, are the main focus, but the initial earnings pop faded. Traders debate whether growth outweighs thin margins, cash-flow and customer-concentration concerns; some also blame election-related fears about data-center restrictions, while bullish traders characterize the selling as short-driven.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

Googles credit backstop for financing tied to TeraWulfs Anthropic lease, alongside a Fluor construction agreement for its Kentucky campus, is fueling attention as bulls see reduced financing risk and progress on the AI data-center buildout. Skeptics remain focused on debt, heavy spending, execution and permitting risks, while traders debate whether the news could prompt short covering.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCrysts quarterly results beat expectations and the company raised its full-year revenue outlook, but the shares drew a muted reaction. Traders debate whether the ORLADEYO growth outlook can hold amid inventory timing and competition, while many express frustration with management and the stocks weak response to positive results.

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 multi-year deal to provide technology for SpaceXs Starlink Mobile network is drawing attention, with traders highlighting the scale of the 5G project. Reactions are mixed: some see the partnership as a positive, while others say it may already be priced in and focus on upcoming earnings and concerns about handset demand.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Democratic gains in Congress and Texas have fueled concerns about greater scrutiny of Elon Musks government contracts and SpaceXs data-center plans, weighing on the shares. Traders are split between expecting prolonged political and regulatory pressure and viewing the selloff as an overreaction, with some bulls pointing to SpaceXs Starlink mobile expansion and Qualcomm partnership.

Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

Hut 8s Q3 results, particularly revenue below expectations, are driving a sharp selloff. Traders are split between calling the drop an overreaction and worrying that weak current results, alongside the long lead time for AI data-center leases to generate revenue, undermine the companys growth story.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

First Solar rallied as traders linked a Democratic sweep of Congress to stronger prospects for renewable-energy policy and tax-credit support, with some also anticipating short covering. Others questioned how much policy could change given the presidents veto power and warned the gains could fade.

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The move appears tied to HUTs Q3 revenue of about $71.1 million, below the roughly $77 million consensus, which prompted post-earnings selling. Traders also pointed to the AI data-center deals being years from generating revenue.

Hut 8 Reports Third Quarter 2026 Results

Hut 8 Reports Third Quarter 2026 Results Hut 8 Reports Third Quarter 2026 ResultsPR NewswireMIAMI, Nov. 4, 2026 Disciplined execution broadens Hut 8's origination platform, advances contracted projects toward delivery, and expands committed, non-dilutive funding capacityHut 8 fully commercializes...

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Dave Q3 Earnings Coming Up: What to Expect From the Stock?

Dave's Q3 2026 earnings are expected to have risen on stronger member activity and ExtraCash growth, but higher spending and credit trends could have influenced margins.

Hut 8 Set to Report Q3 Earnings: What's in Store for the Stock?

Hut 8 heads into Q3 earnings with mining momentum, rising costs and AI data center expansion in focus. Does its positive Earnings ESP signal a surprise?

What's in the Offing for Riot Platforms Stock This Earnings Season?

RIOT is expected to report lower Q3 revenues and a wider loss, as rising mining costs and network difficulty weigh on performance despite higher Bitcoin prices.

CIFR Stock Gets Biggest Price-Target Cut In Sector-Wide Reset Amid Keefe Bruyette’s AI Hosting Valuation Concerns

Equity

Keefe Bruyette lowered price targets on seven bitcoin miners and AI hosting companies on Monday.


Cipher Digital Gears Up to Report Q3 Earnings: What's in Store?

Cipher Digital's Q3 results may reflect its shift to HPC leasing, with new data center rental income, declining mining revenues and rising construction costs in focus.

Virtu Financial (VIRT) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Virtu Financial (VIRT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

$HUT Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.98 up 127.91% YoY
• Reported revenue of $71.07M down -14.90% YoY

Stocktwits

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.98 up 127.91% YoY
• Reported revenue of $71.07M down -14.90% YoY

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Stocktwits Earnings

• Reported GAAP EPS of $0.98 up 127.91% YoY
• Reported revenue of $71.07M down -14.90% YoY

https://files.quartr.com/streams/2026-11-04/7a572f20-b452-4dbd-858d-5bd0996b20b4/1/live_transcript.jsonl?ref=U3RvY2t0d2l0cw==

HUT  Earnings Call

Bullish Sentiment

<ul class="summary-bullets"><li>Keefe Bruyette said AI colocation fundamentals remain attractive but that valuation discipline is increasingly important.</li><li>The firm said miners are trading near or below estimated contracted lease values.</li><li>It kept ‘Outperform’ ratings on six of the seven stocks and ‘Market Perform’ on Keel Infrastructure.</li></ul>Cipher Digital (CIFR) shares took the biggest price-target cut on Monday in a sector-wide reset by Keefe Bruyette, which flagged valuation risks across Bitcoin miners-turned-AI hosting companies despite the appeal of leasing data-center capacity to AI customers.CleanSpark (CLSK), Riot Platforms (RIOT), Hut 8 (HUT), TeraWulf (WULF), Core Scientific (CORZ) and Keel Infrastructure (KEEL) also saw their price targets trimmed, according to TheFly. However, even after the cuts, the new targets sit above Friday’s closes for each stock.<h2 class="st-heading-2">CIFR, CLSK Stocks Face Steepest Cuts in AI Infrastructure Reset</h2>Keefe Bruyette kept ‘Outperform’ ratings on six of the seven stocks, and kept a ‘Market Perform’ rating on Keel. Both CLSK and CIFR saw their price targets cut by more than 50%.&nbsp;The firm cut its price target on Cipher Digital to $11 from $28, a drop of around 61%, and slashed its price target on CleanSpark to $11.50 from $25, a cut of around 54%.&nbsp;<a href="https://stocktwits.com/symbol/CLSK">CLSK stock</a> rose 2.3%, and&nbsp;<a href="https://stocktwits.com/symbol/CIFR">CIFR stock</a> gained 2.8% in pre-market trade as&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin</a> (BTC) recovered to above $77,500 after falling to around $76,000 on Friday. Most crypto-related stocks traded higher, with&nbsp;<a href="https://stocktwits.com/symbol/COIN">Coinbase</a> (COIN) the exception after a Morgan Stanley downgrade.On Stocktwits, retail sentiment around CLSK dipped to 'extremely bearish' from 'bearish' territory over the past day, while sentiment around CIFR fell to 'neutral' from the 'bullish' zone.<img src="https://news.stocktwits-cdn.com/s7hx_W_keefe_bruyette_cuts_price_targets_on_7_bitcoin_miners_142b3990da.png" alt="s7hxW-keefe-bruyette-cuts-price-targets-on-7-bitcoin-miners-.png"><h2 class="st-heading-2">New Lease Deals, Project Financing Are Key Tests</h2>Keefe Bruyette said the stocks are trading near or below its estimates of the value of their contracted leases. That leaves less room for error if projects cost more to build or take longer to generate revenue.The firm said investors need greater clarity on construction costs and how companies plan to finance new projects. Upcoming project financings will be important tests of whether the companies can secure the capital needed to deliver their planned data-center capacity.Keefe Bruyette also warned that a potential ‘lease catalyst drought’ through early 2027, along with regulatory uncertainty in Texas, could weigh on investor sentiment.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261102_065946414_1aa6d9dace.png" alt="koyfin_20261102_065946414.png" width="2400" height="1240"><figcaption>Bitcoin mining stocks’ price performance year-to-date price change on October 2 as of 6:30 a.m. ET| Source: Koyfin</figcaption></figure>The price-target cuts follow a volatile year for the group. All seven stocks rallied from April into early June before giving back much of their gains. Hut 8 remained up about 29% for the year, while Cipher was down roughly 51%.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-warns-of-ai-shakeout-while-zuckerberg-pichai-nadella-jassy-discuss-the-costs-mag-7-voices-this-week/cZUKmssR9cO">Elon Musk Warns Of AI Shakeout, While Zuckerberg, Pichai, Nadella, Jassy Discuss The Costs: MAG 7 Voices This Week</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representative image of Bitcoin mining servers. (Photo by Jason Marz/Getty Images)

Cipher Digital (CIFR) shares took the biggest price-target cut on Monday in a sector-wide reset by Keefe Bruyette, which flagged valuation risks across Bitcoin miners-turned-AI hosting companies despite the appeal of leasing data-center capacity to AI cus

CIFR, CLSK Stocks See Biggest Price-Target Cuts Across Bitcoin Miners-Turned-AI Hosts By Keefe Bruyette

Cipher Digital Inc.

Cleanspark Inc

Core Scientific Inc

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Just holding what I have

Neocloud stocks are sliding hard today as investors reprice the group against fresh AI overspend fears following a Wall Street Journal report on $3 trillion in off-balance-sheet hyperscaler commitments. Are you buying the dip on neocloud stocks today? Vote and explain your reasoning in the comments.

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Traders are intensely debating pre-earnings pumps and post-report dump risks amid high implied volatility.

Investors are split on the shift from Bitcoin mining to AI data centers, questioning the timeline for meaningful revenue.

Market sentiment is reacting sharply to political outcomes and their potential regulatory impact on the energy sector.

High options volume indicates aggressive betting on major price moves in either direction leading into news events.

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