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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves sharp selloff and Goldman Sachs Buy upgrade are driving discussion, but the upgrade-fueled bounce quickly faded as traders focused on the companys heavy debt, borrowing costs, and ability to finance its AI infrastructure expansion. Dip buyers see an oversold setup and possible short squeeze, while bears warn of further losses or dilution if financing remains difficult.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXOs continued slide to fresh lows is dominating discussion, with traders pointing to weak housing and roofing demand, high rates, and analyst target cuts as pressures on the building-products roll-up. Many criticize perceived dilution and managements limited communication, while some long-term holders argue the selloff is excessive and continue buying.

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.

DJT is drawing attention for its steep slide to new lows, with many traders criticizing the companys business fundamentals and treating it as a Trump-linked meme stock; political fortunes and the approaching midterms are also cited as potential overhangs. Some traders still frame the depressed share price and merger or fusion prospects as a speculative opportunity.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

HOOD is drawing attention for a steep selloff, with traders pointing to analyst caution and target cuts, broader risk-off conditions, and weakness in crypto-related stocks as possible pressures ahead of earnings. The conversation is split between fears of further losses and dip-buying hopes that support will hold and the stock can recover.

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

The FDAs acceptance of CorMedixs supplemental application for REZZAYO prophylaxis with Priority Review is driving attention, putting a decision on the expanded indication on the regulatory path. Traders see potential for a broader growth opportunity, but some are frustrated that the news has not produced a stronger share-price response; approval is not assured.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

GLXY is under pressure alongside Bitcoin and AI/data-center stocks, while traders worry about its exposure to CoreWeave as Helios key tenant and the lack of a follow-up tenant announcement. Frustration with CEO Mike Novogratzs communication and delayed timelines dominates, though some holders see the selloff as a buying opportunity.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs steep, extended selloff despite Bitcoin holding relatively firm is driving discussion, with traders citing weak sector sentiment and the lack of signed AI/data-center tenant deals as reasons the stock is lagging. Frustrated holders blame management and fear further losses, while others see the decline as overdone and look for a rebound or short squeeze.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras steep post-IPO selloff is being attributed by traders to continued share-unlock supply and insider selling, compounded by a TD Cowen price-target cut and concerns about valuation, growth and its ability to scale. Bears see more downside, while some bulls argue the stock is oversold and are averaging down.

Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

Sunrun Inc

Sunrun is drawing attention amid a steep slide toward 52-week lows, with traders debating whether continued weakness reflects short-selling pressure and risk of further declines or an oversold opportunity. Some point to short-interest and possible midterm-related policy changes as potential supports, while others highlight the companys virtual-power-plant and AI power opportunities as a longer-term counterpoint.

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 two new U.S. Gulf drillship contracts, adding about $550 million in firm backlog at strong dayrates, are drawing attention. Traders welcomed the awards but remain divided, with some anticipating a squeeze and others expecting the gains to fade amid concerns about the merger and dilution.

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LRCX to Report Q1 Earnings: Should You Buy, Hold or Sell the Stock?

Lam Research gears up for Q1 earnings, with surging AI and memory chip demand, rising DRAM spending and advanced packaging technologies expected to fuel growth.

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Teradyne Boosts Test Portfolio With Titan HP: Can It Beat KLAC & COHU?

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ONTO's $1.1 Billion Backlog: Can Growth Accelerate Into 2027?

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Advanced Energy Soars 40% YTD: Is the Stock Worth Buying Now?

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KLA Corp. engages in the supply of process control and yield management solutions for the semiconductor and related nano-electronics industries. The company operates through the following segments: Semiconductor Process Control, Specialty Semiconductor Process, and PCB, Display and Component Inspection. The Semiconductor Process Control segment provides a comprehensive portfolio of inspection, metrology and data analytics products and related services. The Specialty Semiconductor Process segment develops and sells advanced vacuum deposition and etching process tools. The PCB, Display and Component Inspection segment enables electronic device manufacturers to inspect, test and measure PCBs, flat panel displays and ICs to verify their quality. Its products include manufactured chips, reticle, packaging, surface profilers, nanochemical testers, KT pro equipment, and compound semiconductors. The company was founded on July 9, 1975 and is headquartered in Milpitas, CA.

KLA Corp.

AMAT Stock Has Doubled This Year: Analyst Trims Price Target But Sees Higher 2027 Sales, Profit

Equity

Extremely Bearish Sentiment

<ul class="summary-bullets"><li>Morgan Stanley raised its 2027 revenue forecast for Applied Materials to $50.7 billion and its EPS estimate to $20.92, citing higher NAND demand and better margins.</li><li>KIOXIA will join Applied Materials’ EPIC Center to collaborate on advanced memory structures, stacking, packaging and materials engineering.</li><li><a class="mention" data-mention="$AMAT" data-symbol-id="AMAT" href="https://stocktwits.com/symbol/AMAT" target="_blank">AMAT</a> stock doubled year to date, and retail traders see Micron’s quarterly report, due on Wednesday, as a fresh catalyst.</li></ul>Applied Materials (<a class="mention" data-mention="$AMAT" data-symbol-id="AMAT" href="https://stocktwits.com/symbol/AMAT" target="_blank">AMAT</a>) shares jumped 5.2% on Tuesday, making the semiconductor equipment maker the top gainer on the Nasdaq-100 and pushing the stock to its highest level since Aug. 18, after Morgan Stanley raised its expectations for the company’s 2027 financials.In after-hours trading, the company announced a partnership with Japan’s KIOXIA to develop next-generation memory technologies. The stock, however, dipped 0.2% in overnight trading following the announcement.<h2 class="st-heading-2">Morgan Stanley Ups <a class="mention" data-mention="$AMAT" data-symbol-id="AMAT" href="https://stocktwits.com/symbol/AMAT" target="_blank">AMAT</a>’s 2027 Forecasts</h2>Morgan Stanley on Monday cut its price target for <a class="mention" data-mention="$AMAT" data-symbol-id="AMAT" href="https://stocktwits.com/symbol/AMAT" target="_blank">AMAT</a> to $563 from $642, which still signals a 25% upside, while maintaining an ‘equal weight’ rating. However, the research firm simultaneously raised its projections for Applied Materials’ 2027 revenue and EPS, signaling stronger earnings expectations despite the lower valuation target.Morgan Stanley raised the revenue forecast to $50.7 billion and EPS estimate to $20.92, driven primarily by expectations for higher NAND demand and improved gross margins.<h2 class="st-heading-2"><a class="mention" data-mention="$AMAT" data-symbol-id="AMAT" href="https://stocktwits.com/symbol/AMAT" target="_blank">AMAT</a>-KIOXIA Partnership</h2>Applied Materials said KIOXIA, a major supplier of flash memory and solid-state drives, will join its EPIC Center in Silicon Valley as an innovation partner.&nbsp;The companies will work on advanced memory structures, multi-chip stacking, advanced packaging and materials engineering aimed at increasing memory density, bandwidth and energy efficiency for AI applications.&nbsp;&nbsp;The announcement does not represent a newly disclosed equipment purchase by KIOXIA. Instead, KIOXIA will collaborate with Applied Materials on research and development at the EPIC Center to accelerate the commercialization of new memory and packaging technologies.&nbsp;<h2 class="st-heading-2">Applied Materials: AI Memory Opportunity</h2>Applied Materials’ $5 billion EPIC Center is designed to bring chipmakers, equipment companies, universities and other partners together to develop semiconductor processes and move them more quickly from research into high-volume manufacturing.The center gives chipmakers earlier access to Applied Materials’ technologies and the company said in August that its EPIC Center had expanded to 11 R&amp;D engagements.For investors, the KIOXIA tie-up reinforces the potential for AI-driven memory demand to translate into equipment spending. As memory architectures become more complex, manufacturers require additional process steps, materials and advanced packaging capabilities, potentially increasing the amount of semiconductor equipment required per wafer.<h2 class="st-heading-2"><a class="mention" data-mention="$AMAT" data-symbol-id="AMAT" href="https://stocktwits.com/symbol/AMAT" target="_blank">AMAT</a> Stock Move, Retail View</h2>These developments come as semiconductor equipment stocks have gained significantly in 2026, despite a pullback from their June peaks, driven by expectations of elevated AI-related chip spending.Applied Materials stock has doubled this year, while KLA Corp. (KLAC) is up 62.3% and Lam Research (LRCX) is up 90%.On Stocktwits, retail sentiment for <a class="mention" data-mention="$AMAT" data-symbol-id="AMAT" href="https://stocktwits.com/symbol/AMAT" target="_blank">AMAT</a> dipped in recent days and was ‘neutral’ on Tuesday, with traders linking gains in <a class="mention" data-mention="$AMAT" data-symbol-id="AMAT" href="https://stocktwits.com/symbol/AMAT" target="_blank">AMAT</a> and peers KLA Corp. and Lam Research to Micron's upcoming quarterly report.“Bullish prelude to Micron's $MU future Earnings are already here. Semi equipment names related to Micron's capex - <a class="mention" data-mention="$AMAT" data-symbol-id="AMAT" href="https://stocktwits.com/symbol/AMAT" target="_blank">$AMAT</a> $KLAC $LRCX&nbsp; were all trending down. But recently all of them together got above all moving averages and trending up,” a trader&nbsp;<a href="https://stocktwits.com/followtrendm/message/665385916">said</a>.&nbsp;&nbsp;“Certainly a strong indication that Micron's sustained demand and earnings are going to be good.”&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Applied Materials logo is displayed on a smartphone screen in front of a stock chart, on February 10, 2025, in Chongqing, China.

AI-driven memory demand puts semiconductor equipment spending back in focus.

Applied Materials Inc.

Lam Research Corp.

Micron Technology Inc

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