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A sharp selloff in large-cap technology stocks, amid disappointing earnings and outlooks and concerns that heavy AI investment may not pay off, has pressured QQQ. Traders are split between treating the decline as an oversold buying opportunity and expecting further losses, with some also citing possible forced selling and margin calls.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,105,365. The last known price of Bitcoin is 76,874.98691422 USD and is down -4.82 over the last 24 hours. It is currently trading on 12773 active market(s) with $58,826,736,014.03 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoin is under pressure amid a reported major Binance security breach, which has raised concerns about exchange safety and triggered selling across crypto markets. Traders disagree on whether the drop signals further downside and withdrawal-related stress or is an overreaction, since the breach involved an exchange rather than Bitcoins protocol.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TGTXs breakout to a fresh 52-week high is drawing attention ahead of its expected Q3 earnings, with traders also pointing to BRIUMVIs sales growth and possible short covering. Buyout talk is fueling speculation, but some traders attribute the rally to earnings expectations rather than a potential deal, which the company has not confirmed.

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

DaVitas CFO warning that DefenCaths post-TDAPA Medicare add-on reimbursement could decline sharply after Q1 2027 is fueling concern about pricing and revenue, alongside CRMDs steep selloff. Traders debate whether the warning signals a real commercial setback or is preliminary, DaVita-specific modeling; some argue CMS estimates point to a less severe outcome and call the reaction excessive.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Updated Lifileucel lung-cancer dataan overall response rate near 25% and a much higher response rate in a retrospectively identified biomarker subgrouptriggered a sharp repricing amid concerns about durability, the smaller target population, and the path and timing to FDA filing. Traders are split between criticizing managements communication and seeing the subgroup results as a promising precision-treatment signal, with some calling the selloff excessive.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor-sector selloff, intensified by Intels weak outlook tied to sluggish PC demand and high memory costs, has hammered SOXLs 3 leveraged exposure. Traders are split between buying the steep drop on continued AI and chip-demand expectations and warning that technical weakness, leveraged volatility, and further losses may persist.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weak fourth-quarter outlook after its quarterly report, amid soft PC demand and manufacturing constraints, sparked a sharp selloff and analyst downgrades. Traders are divided between calling the drop an oversold buying opportunity and expecting further losses, with some also citing broader weakness in AI and tech stocks.

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

Lumentum is in focus amid reports of advanced Marvell takeover talks, but the deal remains unconfirmed and traders are debating whether an all-stock offer with limited premium would benefit LITE shareholders. The debate is compounded by a sharp selloff across AI and optical stocks: some traders see a buying opportunity tied to strong data-center demand, while others question the deals financing and the sectors outlook.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technologys newly disclosed convertible-note financing and proposed increase in authorized shares have put potential dilution at the center of the discussion, amid a sharp selloff. Critics say the terms and managements communication undermine shareholder confidence, while some investors argue the capital is needed to fund data-center expansion; broader weakness in AI stocks is also cited as a headwind.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins steep selloff ahead of its quarterly earnings report, alongside analyst price-target cuts and concerns about advertising growth and competition, is the dominant topic. Traders disagree on whether the decline is an overdone valuation reset or a warning of weaker results, while weakness in ad-tech peers adds to caution.

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CRDO Stock Stares At Worst Week In 2 Years As Analysts Across Wall Street Wonder If Credo’s Optical Growth Can Keep Pace 

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Wall Street tempered its optimism on Credo as several firms lowered targets, while Rosenblatt took a more constructive view. 


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<ul class="summary-bullets"><li>JPMorgan, Bank of America and Evercore ISI all lowered their Credo price targets, citing concerns about the pace of its optical growth.&nbsp;</li><li>However, all three kept bullish ratings, while BofA sees optics supporting growth through fiscal 2027-29.&nbsp;</li><li>Credo beat Q1 estimates, with revenue more than doubling and net income soaring 140%.&nbsp;</li></ul><p>Credo Technology Group (CRDO) stock is heading toward its worst week in nearly two years as Wall Street analysts cut their price targets following the company’s fiscal first-quarter (Q1) 2027 results. JPMorgan, BofA and Evercore ISI maintained bullish ratings but raised concerns about the pace of Credo’s optical business ramp.&nbsp;</p><p><a href="https://stocktwits.com/symbol/CRDO">Credo Technology stock</a> edged over 1% in Thursday’s premarket. The stock had closed its worst day since January 2025 on Thursday and has plunged 29% so far this week.&nbsp;</p><h2 class="st-heading-2">JPMorgan Flags Credo’s Optical Ramp Risks&nbsp;</h2><p>JPMorgan reduced Credo’s price target to $310 from $335 while maintaining an ‘Overweight’ rating, still implying an 87% upside to the stock’s last closing price. The firm said Credo's Q1 results showed healthy momentum across its copper and optical product lines, but warned that the company's higher expectations could fall short, particularly around the pace of its optical business expansion.</p><p>Bank of America also cut its price target to $275 from $340 while retaining a ‘Buy’ rating. The firm expects Credo's business mix to gradually move away from active electrical cables, or AECs, and increasingly toward optical products. BofA believes that transition could provide a growth opportunity for the company through fiscal 2027-29.</p><p>Evercore ISI lowered its price target to $292 from $325 but kept an ‘Outperform’ rating.&nbsp;</p><h2 class="st-heading-2">Rosenblatt Raises CRDO’s Price Target&nbsp;</h2><p>Meanwhile, Rosenblatt raised its price target for Credo Technology to $235 from $215 while keeping a ‘Neutral’ rating. After Credo’s Q1 results, the firm raised its earnings estimates for fiscal 2027 and 2028. However, it wants to see more evidence that ZF Optics and Dust Photonics PIC revenue can grow as expected before becoming more positive.&nbsp;</p><p>Credo supplies high-speed connectivity solutions used in data-center infrastructure, making its optical products particularly relevant as demand for AI computing capacity expands.</p><p>Credo Technology&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crdo-plunges-despite-q1-beat-retail-feels-stock-will-recover-strongly/cZsAfv6RJu5">delivered</a> better-than-expected Q1 results, with adjusted earnings and revenue beating forecasts. Revenue more than doubled from last year, while net income jumped 140% to a record $236.3 million.&nbsp;</p><h2 class="st-heading-2">CRDO Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory. The stock saw a 2,721% jump in message volume over the past week with an 8.6% gain in watchers.&nbsp;</p><p>A user&nbsp;<a href="https://stocktwits.com/PatriciaLoveland171/message/663508032">said</a>, “Riding the AI connectivity wave hard. Data center traffic isn't slowing down and optical/electrical interconnect demand keeps scaling with it. This whole sector feels like it's still early innings. Liking the setup here.”</p><p>CRDO stock has gained nearly 15% year-to-date.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lulu-stock-rises-overnight-michael-burry-says-lululemon-s-shareholder-base-has-completely-turned-over-ahead-of-earnings/cZsMYLGRJHD">LULU Stock Rises Overnight: Michael Burry Says Lululemon's Shareholder Base Has 'Completely Turned Over' Ahead Of Earnings</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

The logo of Credo Technology displayed on a mobile screen. (Photo illustration by Cheng Xin/Getty Images)

Wall Street tempered its optimism on Credo as several firms lowered targets, while Rosenblatt took a more constructive view.

CRDO Stock Stares At Worst Week In 2 Years As Analysts Across Wall Street Wonder If Credo’s Optical Growth Can Keep Pace

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Credo Technology Group Holding Ltd

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