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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles planned stock and bond offerings to fund its AI infrastructure buildout have triggered a sharp selloff, with traders focused on shareholder dilution, rising debt and whether the spending will generate returns. Some argue the financing was already disclosed and supports future growth, while skeptics see it as a sign of financial strain.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells announced all-stock acquisition of Lumentum is the dominant topic, with traders concerned about shareholder dilution, the deals cost and long wait until closing. Some see the combination of Marvells connectivity chips and Lumentums optical technology as a strategic AI data-center opportunity, but the prevailing reaction is negative amid the share-price decline.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum is the dominant focus, with investors debating its long closing timeline and fixed share exchange. Many LITE holders say the headline premium is not guaranteed because the deals value tracks Marvells share price, while others see strategic value in combining their AI-data-center connectivity businesses.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

A steep selloff is being tied to disappointing quarterly results and concerns about debt, dilution, and the slow ramp of AI/HPC revenue as Cipher shifts from bitcoin mining to data centers. Bulls point to contracted hyperscaler leases and operational progress, while skeptics question whether those commitments will translate into cash flow quickly enough.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

Axsomes quarterly results topped expectations with strong product growth and narrowing losses, yet the shares fell sharply as investors focused on the lack of quantified guidance, elevated expenses and uncertainty over when the company will reach cash-flow profitability. Traders are divided between calling the selloff an overreaction to a strong report and seeing it as a sign that growth and operating leverage remain uncertain.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

Marvells announced Lumentum acquisition has fueled debate over what optical-sector consolidation means for POET: some traders see it as validation of photonics demand and an opening for an independent supplier, while others worry about stronger competition or tighter component access. The discussion also reflects skepticism that POET can turn its technology and Foxconn-related visibility into scaled shipments, with traders looking to company updates for proof of execution.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluences repeated FY2026 guidance reduction, driven by Houston manufacturing delays that are holding up deliveries and backlog conversion, has intensified concerns about execution and management credibility. Some traders see the selloff and heavy short interest as a rebound opportunity, while skeptics argue that strong energy-storage demand cannot offset persistent operational and margin problems.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

Inovios FDA approval of a competing treatment for recurrent respiratory papillomatosis has raised concerns about pressure on Precigens PAPZIMEOS and driven a sharp selloff. Traders debate whether the rivals dosing protocol gives it an edge or whether PAPZIMEOS can retain an advantage through its commercial head start, payer access and full-approval status.

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 shares are under pressure amid a Culper Research short report alleging that its wafer-scale processors may have short field lives and costly operating drawbacks; the claims are disputed and have not been established as fact. Traders are also focused on newly unlocked shares as potential selling supply, while bulls argue the report is conflicted and point to major cloud partnerships as a counterweight.

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

Concern over DefenCaths commercial outlook is driving discussion, after DaVita projected lower reimbursement through 2027 and a Fresenius-backed retrospective study reported no significant difference in bloodstream-infection outcomes versus ClearGuard. Traders disagree over whether those signals point to weaker pricing and adoption or are being overread, noting that DaVitas estimates were preliminary and CMS set a Q1 2027 payment rate.

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No specific company, sector, or macro catalyst clearly explains the move, which appears tied to broader trading activity.

Michael Saylor Compares Bitcoin’s Financialization To Rockefeller’s Oil And Edison’s Electricity, Calls It ‘A Good Thing’

Equity

Bitcoin will grow due to its financialization, like oil and electricity, said Strategy Executive Chairman Michael Saylor.


MSTR Q3 Earnings Beat Estimates on Bitcoin Gains Despite Revenue Miss

Strategy's earnings surge 431.5% as bitcoin gains drive profitability, while subscription growth and expanding BTC holdings shape its results.

Binance Hack Sparks Bitcoin Sell-Off, $1.6B In Liquidations: Exchange Uncovers ‘Additional Points Of Breach’

Cryptocurrency

CoinGlass data showed that over $1.6 billion in crypto bets had been wiped out, with long positions accounting for $1.35 billion.


MSTR Stock Is Down 44% in a Year, but Michael Saylor Says Strategy Doesn't Need Bitcoin Or Equity to Do the 'Heavy Lifting'

Strategy Inc. (NASDAQ: MSTR) Chair Michael Saylor said on Thursday, October 29, that the company could expand its capital options without depending entirely on Bitcoin's appreciation or issuing more shares.read more...

Why Is MSTR Stock Falling More Than 6% Overnight?

Strategy posted $125.4 million in total revenue for the quarter, down 3% year-over-year, and also below analysts’ expectations. 

Strategy (MSTR) Beats Q3 Earnings Estimates

Strategy (MSTR) delivered earnings and revenue surprises of +108.14% and -3.81%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Here's What Key Metrics Tell Us About Strategy (MSTR) Q3 Earnings

While the top- and bottom-line numbers for Strategy (MSTR) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Should You Buy, Sell or Hold MSTR Stock Before Q3 Earnings?

Strategy's Q3 earnings outlook brightens on Bitcoin's rebound, but premium valuation, dilution concerns and financing costs warrant caution ahead of results.

Strive CEO Matt Cole Says Superintelligence Will Make Bitcoin The ‘Most Valuable Scarce Asset’

Strive CEO said AI abundance "will create exponential value for scarce assets." 


Strategy vs. CleanSpark: Which Bitcoin Stock Has Greater Upside Now?

Strategy and CleanSpark offer distinct Bitcoin investment opportunities, but treasury strength, mining pressures and AI ambitions make one stock more appealing.

• Reported GAAP EPS of $44.75 up 431.47% YoY
• Reported revenue of $125.43M down -2.53% YoY

Strategy reported lower Q3 FY2026 revenue year-over-year and negative year-to-date BTC Yield and BTC $ Gain; it also states bitcoin acquired with debt proceeds may not accrete to common stockholders.

Strategy expanded bitcoin holdings year to date, reported Q3 operating income of $20.91B, and introduced daily preferred-stock dividends alongside USD assets providing 3.4 years of coverage.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Extremely Bearish Sentiment

<ul class="summary-bullets"><li>Saylor believes growing competition among Bitcoin-focused companies and financial products is healthy.</li><li><a class="mention" data-mention="$MSTR" data-symbol-id="MSTR" href="https://stocktwits.com/symbol/MSTR" target="_blank">Strategy</a> reported a record $19.12 billion third-quarter net income, or $44.75 per diluted share.</li><li>With a U.S. capital markets framework expected in 12 months, Saylor sees tokenization as Bitcoin's next frontier.</li></ul>Michael Saylor, Executive Chairman at Strategy (MSTR), said that Bitcoin (BTC) is being financialized in the same way that oil and electricity have been, and that the shift will help the asset grow.Saylor was responding to a question from an analyst in the Q&amp;A on Strategy’s third-quarter earnings call on Thursday. A growing number of firms and products built on Bitcoin was a sign of a healthy industry, not a threat, he said.As more players come in, the price will go up and the industry will get bigger, he said. The number of people who benefit will grow, as will the number of companies and products, he said.<h2 class="st-heading-2">Saylor Invokes Rockefeller, Edison</h2>Saylor cited two of America’s most renowned industrialists to support his argument. He said worrying about rival Bitcoin products was "kind of like saying, well, in the electricity business, I'm really concerned, Mr. Edison, that other companies also want to create electric motors, or use electricity."&nbsp;He went on adding, "Or I'm really concerned, Mr. Rockefeller, that other people want to actually build petrochemical products that use oil. Doesn't that bother you?""It's like oil got financialized, electricity got financialized, and Bitcoin's getting financialized, and it's not a bad thing," he said. "It's a good thing, right? And it'll turn out to be a great thing."<h2 class="st-heading-2">Record Quarter Backs Bet</h2>Saylor's comments came as Strategy reported a record quarter. The company said in its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-mstr-stock-falling-more-than-6-overnight/cZUhfW9R9R0">earnings release</a> that it owned 848,517 Bitcoin as of Oct. 25.&nbsp;The company reported third-quarter net income of $19.12 billion, operating income of $21 billion or $44.75 diluted per share. Saylor said its stock rose 76% in the quarter compared to a 43% gain in Bitcoin, with Strategy now being the fourth largest equity issuer in the U.S.The company also said it had put its Stretch preferred stock (STRC) back on the mend. The release said it bought back $2.04 billion of the shares and built up $5.07 billion in U.S. dollar assets.MSTR’s price closed over 7% on Friday, amid broader&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/binance-hack-sparks-bitcoin-sell-off-1-6-b-in-liquidations/cZUhuhPR9Tj">weakness due to the Binance (BNB) hack</a>. On Stocktwits, retail sentiment around MSTR remained in the ‘extremely bearish’ zone, as chatter around it remained at ‘high’ levels over the past day.&nbsp;<h2 class="st-heading-2">Tokenization The Next Frontier</h2>Saylor also linked financialization to tokenization, the process of placing securities on a blockchain to enable freer trading. Speaking on it, Saylor said Strategy has backed offshore tokenization firms such as Apex and Saturn, "cheering them on and enthusiastically watching what's happening there."&nbsp;In the U.S., he said protocols, platforms, and compliant rules are still evolving. “It is not clear to me that every issue has been settled.” However, he expects for a framework to emerge in the next 12 months. "When it happens, it'll happen pretty quick," he added.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/us-president-trump-says-binance-hack-shows-digital-money-dangerous/cZUK6AqR9cA">US President Trump Says Binance Claims To Have Hack 'Pretty Much Under Control,' But Warns Digital Money Has Always Been ‘A Little Bit Dangerous’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Michael Saylor, Chairman, Strategy, speaks during the Bitcoin 2022 Conference at Miami Beach Convention Center on April 7, 2022 in Miami, Florida. (Photo by Marco Bello/Getty Images)

Michael Saylor, Executive Chairman at Strategy (MSTR), said that Bitcoin (BTC) is being financialized in the same way that oil and electricity have been, and that the shift will help the asset grow.

Strategy

T-Rex 2X Long MSTR Daily Target ETF

Harvest Portfolios Group Inc - Harvest Strategy Inc. High Income Shares ETF (Class A units)

Strategy Inc Variable Rate Series A Perpetual Stretch Preferred

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Debate intensifies over Michael Saylor's aggressive corporate treasury strategy and continued Bitcoin accumulation.

Traders are fiercely divided on whether the current price action signals a recovery or a terminal trap.

Heavy discussion on technical levels including the 200-day moving average and key resistance at $73k.

Current Price	$134.04
Prev Close	$130.51
Open	$132.28
Dividend Yield	0.00%
50-Day Moving Average	$143.67
Beta	2.55
Avg. Volume	23.38M
PE Ratio	-1.34

52-Week High	$270.36
52-Week Low	$81.81
Market Capitalization	$55.08B
EPS (Annual)	-$15.23
Price to Book	1.57
Revenue Per Employee	$310,092.92

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