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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

Modernas leaked Phase 3 melanoma-vaccine results sparked a sharp selloff: although the combination with Keytruda showed a benefit, traders say the data fell short of expectations after a steep run-up. Bulls view the decline as an overreaction to positive results, while bears focus on the valuation and question the size and commercial reach of the benefit.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

A sharp selloff in silver has driven the discussion, with traders describing persistent losses and questioning why the metal is falling despite its perceived safe-haven and inflation-hedge role. Bearish calls and concerns about further downside compete with dip-buying and long-term bullish views; traders debate the influence of yields, the dollar, and broader market moves, while claims of manipulation remain speculation.

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 Q3 results and raised full-year outlook were met with a sharp selloff, with traders pointing to negative cash flow and heavy capital spending as concerns despite the growth. The debate centers on whether the drop reflects those cash-flow worries and high expectations, or broader pressure on AI-related stocks, with dip buyers still bullish on demand for data-center power.

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

WULF is drawing attention amid a sharp selloff in AI and data-center stocks, with traders debating whether its debt-funded HPC buildout and potential dilution outweigh demand for its powered sites and hosting contracts. Bulls argue its infrastructure-focused model differs from GPU-heavy neoclouds, while bears question financing, execution, and when the expansion will generate returns.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: PepsiCo Foods North America (PFNA), PepsiCo Beverages North America (PBNA), International Beverages Franchise (IB Franchise), Europe, Middle East and Africa (EMEA), Latin America Foods (LatAm Foods), and Asia Pacific Foods. The PFNA segment refers to the food businesses in the United States and Canada. The PBNA segment includes beverage businesses in the United States and Canada. The IB Franchise segment involves the international franchise beverage businesses, as well as the SodaStream business. The EMEA segment pertains to food businesses and beverage businesses with company-owned bottlers in Europe, the Middle East, and Africa. The LatAm Foods segment consists of food businesses in Latin America. The Asia Pacific Foods segment is associated in food businesses in Asia Pacific, including China, Australia and New Zealand, as well as India. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

PepsiCos 11-year Taco Bell beverage partnership renewal is drawing attention after KFC chose Coca-Cola for its U.S. restaurants. Traders see the deal as reassurance that PepsiCo retains a major restaurant channel, while debating whether it offsets the KFC loss; some also frame the move as part of a rotation into defensive consumer staples.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Robloxs rebound above its 200-day moving average has traders watching for a sustained breakout into the upcoming earnings report. Bullish posts frame the move as a recovery setup, while skeptics warn it could fade and question whether engagement and bookings can support a lasting rebound.

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

SCHD is drawing attention for a strong rally to fresh highs, which traders attribute to a rotation from technology and high-beta stocks into dividend-paying value and defensive names. Many welcome the strength and are adding shares for income and stability, while others caution that the move could reverse if investors rotate back into tech.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is under pressure amid a wider semiconductor selloff, with traders focused on doubts about AI spending returns and debt, as well as CEO Hock Tans gambling remarks. Bears point to the stocks weak performance versus chip peers and fear more downside, while bulls cite ongoing AI-chip demand and see the pullback as a buying opportunity.

Oxford Lane Capital Corp. is a closed-end management investment company, which engages in investing in debt and equity tranches of collateralized loan obligation vehicles. The company was founded on June 9, 2010 and is headquartered in Greenwich, CT.

Oxford Lane Capital Corp

OXLC is drawing attention for its steep share-price decline, with traders pointing to falling NAV and risks in its CLO and lower-rated corporate-loan portfolio. The community is split between optimism that upcoming results will support the current distribution and concern that credit weakness and past dividend cuts signal further erosion; some also speculate about another reverse split.

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

Merck and Modernas detailed Phase 3 results for their personalized melanoma vaccine with Keytruda are driving discussion; traders debate the encouraging recurrence data against expectations that were higher, with questions about commercial prospects and results beyond melanoma. The reaction is mixed, as some see validation for Mercks oncology pipeline while others focus on the stocks pullback.

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Palantir CEO Alex Karp Says There Are Two AI Markets And Only One ‘Actually Works’: Report 

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Speaking at Yahoo Finance Invest, Karp said consumer-oriented AI may create hype without tangible benefits.

Global X Funds - Global X Information Technology Covered Call & Growth ETF

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<ul><li>Palantir CEO Alex Karp identified two AI markets - broad basic-use AI and a results-driven subset.</li><li>He said the subset capable of changing revenue, margins, or operational outcomes is Palantir’s focus.</li><li>He also warned that other countries cannot easily replicate U.S. advantages across the technology stack.</li></ul>Palantir (PLTR) CEO Alex Karp reportedly said on Thursday that while the overall AI market is large, only a fraction&nbsp;of it produces meaningful results, capable of driving revenue or margin improvements.&nbsp;“There are really two AI markets,” Karp said during an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://finance.yahoo.com/video/palantir-downstream-americas-success-ceo-143534800.html">interview</a> at Yahoo Finance Invest. “From Palantir's perspective, people using AI call it enhanced intelligence to do basic things, but things that are not sophisticated enough so that they would change your revenue or margins – that is a very large market.”<a href="https://stocktwits.com/symbol/PLTR">PLTR’s stock</a> fell 1.2% in pre-market trade amid broader weakness in the market. On Stocktwits, retail sentiment around the company remained in ‘bullish’ territory over the past day.&nbsp;<h2 class="st-heading-2">Two AI Markets –&nbsp; Hype Vs. Impact</h2>Karp differentiated between the “enhanced intelligence” applications that are widely discussed but often fail to move the needle, and the subset of AI that produces quantifiable results.&nbsp;“The part of the market that is weak… is in the institutional context,” he said. “The part of the market we’re in—where we can show results quickly and get paid—is expanding, and that part will dominate the rest of the institutional market.”According to him, this results-driven segment can rapidly influence business performance or battlefield outcomes, allowing organizations to capture value without restructuring or isolating operations for years.“While most developers are focused on supporting basic AI models, we intend to lead in applications that deliver measurable impact quickly,” Karp said. “The subset of the market we target is expanding and will dominate institutional AI adoption.”<h2 class="st-heading-2">Economic Strength Tied To National Security</h2>Karp also tied AI adoption to broader U.S. economic and strategic strength. He emphasized that America is uniquely positioned with dominance across the technology stack, which allows the country to leverage AI both commercially and militarily.“The ability to defend ourselves and grow our economy is tied to the same resources,” Karp said. “Our challenge is to grow GDP in a way that positively affects skilled workers—welders, truck drivers, engineers—while maintaining technological leadership globally.”He also warned that replicating the U.S. advantage would be difficult for other countries due to the country’s unique concentration of resources and talent. “Europe, for example, does not control any part of the stack as a dominant player,” Karp said. “Our role is to leverage what we have, not squander it.”Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/circle-stock-gains-after-jpmorgan-turns-bullish-cathie-woods-ark-invest-buys-the-dip/cLP9RYgRE3X">Circle Stock Gains Pre-Market After JPMorgan Turns Bullish, Cathie Wood’s Ark Invest Buys The Dip</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Alex Karp, CEO of Palantir Technologies, talks to members of the media at the Allen & Company Sun Valley Conference on July 10, 2025 in Sun Valley, Idaho. (Photo by Kevin Dietsch/Getty Images)

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