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Amgen, Inc. is a biotechnology company, which engages in the discovery, development, manufacture, and marketing of human therapeutics. The company was founded by William K. Bowes, Jr., Franklin Pitcher Johnson, Jr., George B. Rathmann, and Joseph Rubinfeld on April 8, 1980 and is headquartered in Thousand Oaks, CA.

AMGEN Inc.

Amgens IMDELLTRAIMFINZI combination is drawing attention after Phase 3 results showed a substantial survival benefit in first-line small-cell lung cancer, strengthening discussion of the companys oncology pipeline. Traders are also citing Repathas strong sales growth, while weighing those growth drivers against biosimilar pressure.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

A broad cybersecurity rally tied to headlines about AI-discovered software vulnerabilities is lifting Zscaler, with traders viewing expanding AI-related risks as a potential tailwind for security spending. Bulls point to breakout momentum and possible short covering, while some caution the stock may be overextended.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

IEP is drawing attention after a sharp selloff that traders say lacks an obvious fresh headline; speculation includes short-selling or positioning, while others worry about the distribution, debt obligations, and portfolio decisions. The cause of the decline remains uncertain, and some holders are waiting for earnings or management updates for clarity.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarnas steep selloff is being linked by traders to reduced growth guidance amid weakness in Germany and heavier investment, with frustration over the stocks persistent underperformance. Bulls argue that improving profitability and expansion through Apple, JPMorgan and other partnerships could support longer-term growth, while skeptics remain concerned about execution and returns.

Chevron Corp. engages in the provision of oil and gas energy solutions. It provides crude oil and natural gas, manufactures transportation fuels, lubricants, petrochemicals, and additives, and develops technologies that enhance business and the industry. It operates through the Upstream and Downstream segments. The Upstream segment consists of the exploration, development, and production of crude oil and natural gas, the liquefaction, transportation, and regasification associated with liquefied natural gas, the transporting of crude oil by major international oil export pipelines, the processing, transporting, storage, and marketing of natural gas, and a gas-to-liquids plant. The Downstream segment consists of the refining of crude oil into petroleum products, the marketing of crude oil and refined products, the transporting of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car, and the manufacturing and marketing of commodity petrochemicals and plastics for industrial uses and fuel & lubricant additives. The company was founded on September 10, 1879 and is headquartered in Houston, TX.

Chevron Corp.

Chevrons breakout to fresh highs, alongside rising crude prices and geopolitical supply concerns, is driving attention as traders position around the upcoming earnings report. The community is broadly bullish on the momentum, though some see the report and elevated oil-driven expectations as risks to sustaining the advance.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladocs growth and execution outlookespecially the BetterHelp shift from cash-pay to insuranceis the dominant discussion around earnings. Bears point to weak results, reduced guidance and distrust of management, while bulls argue that insurance demand, Teladoc One and potential short covering could support a turnaround.

AstraZeneca Plc is a global, science-led biopharmaceutical company focused on the discovery, development, and commercialization of prescription medicines. Its portfolio spans oncology, rare diseases, and biopharmaceuticals, including cardiovascular, renal & metabolism, and respiratory & immunology. The company was founded in 1913 and is headquartered in Cambridge, the United Kingdom.

Astrazeneca plc

AstraZeneca PLC

Discussion is focused on AstraZenecas oncology and rare-disease pipeline, including encouraging lung-cancer developments and Ultomiriss FDA approval for IgA nephropathy. Traders are balancing those positives and the companys growth outlook against breast-cancer trial setbacks and continued share-price weakness.

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 8 is drawing attention amid a sharp, volatile selloff in bitcoin miners and AI data-center stocks, as traders weigh Bitcoin weakness, financing costs and concerns about execution of the companys data-center pivot. The debate pits fears over capital needs and delayed returns against confidence in its longer-term AI infrastructure opportunity and upcoming earnings update.

Helus Pharma, Inc. operates as a clinical-stage biopharmaceutical company on a mission to create safe and effective psychedelic-based therapeutics to address the large unmet need for new and innovative treatment options for people who suffer from mental health conditions. It is currently developing CYB003, a proprietary deuterated psilocybin analog for the treatment of major depressive disorder and CYB004, a proprietary deuterated DMT molecule for generalized anxiety disorder and has a research pipeline of investigational psychedelic-based compounds. The company was founded by Paul Glavine, Eric So, and John Kanakis on October 13, 2016 and is headquartered in Toronto, Canada.

Helus Pharma Inc.

Attention centers on Heluss pivotal Phase 3 APPROACH readout for HLP003, its investigational add-on treatment for major depressive disorder, expected in Q4 2026. Bulls point to earlier Phase 2 results and the option for patients to remain on antidepressants, while skeptics emphasize the binary trial risk and potential financing-related dilution.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

A sustained selloff has intensified debate over Carvanas financing-dependent business, with traders citing credit quality, debt, higher borrowing costs, and used-car market pressure as risks ahead of Q3 results. Bears see further downside, while some bulls expect a rebound or short-covering move; no specific new catalyst is consistently confirmed.

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FSLR Stock Slips Overnight: First Solar's AI Power Demand Opportunity Faces Tax Credit Test, Says Analyst 

Equity

Morningstar trimmed its estimated value for First Solar to $191, citing ending tax benefits and strong competition despite growing electricity demand from AI.  


ETFs in Spotlight as First Solar Shares Jump Post Q2 Earnings Beat

First Solar's earnings beat and reaffirmed outlook fuel a sharp stock rally, putting ETFs with major FSLR holdings in focus for diversified exposure.

ETFs in Focus Post First Solar's Q4 Earnings Miss, Weak Sales View

FSLR sinks 12.7% after missing Q4 earnings and issuing a weak 2026 sales guidance, putting solar ETFs like TAN in focus.

FSLR Stock Slumps 13% On BMO Downgrade – What Is The Tesla Angle?

BMO Capital downgraded First Solar and trimmed its target price for the stock, citing a potential overhang due to Tesla’s expansion into solar module manufacturing.

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<ul class="summary-bullets"><li>The lower valuation reflects expectations that solar panel sales could weaken as tax benefits start ending in the early 2030s.&nbsp;</li><li>While U.S. manufacturing policies support First Solar’s market position, higher production costs and strong competition remain challenges.&nbsp;</li><li>Though strong cash reserves support expansion, reliance on U.S. tax credits and policy changes creates financial uncertainty.&nbsp;</li></ul><p>First Solar Inc. (FSLR) stock slipped overnight after Morningstar slashed its fair value estimate, warning that expiring U.S. solar tax credits and fierce competition could squeeze profits even as surging AI data center power demand creates a new growth opportunity.&nbsp;</p><p><a href="https://stocktwits.com/symbol/FSLR">First Solar stock</a> edged 0.7% lower overnight, ahead of Tuesday, after a 1% climb in the regular session.&nbsp;</p><h2 class="st-heading-2">First Solar Valuation Reflects Concerns Over Future Incentives</h2><p>Morningstar analyst Bischof lowered his fair value estimate for the solar panel maker to $191 per share from $206, saying the stock was trading close to its estimated worth as of Monday.</p><p>The firm maintained its no-economic-moat assessment and ‘Very High Uncertainty’ Rating for First Solar. The analyst believes intense competition and pressure on manufacturing costs prevent the company from building a lasting competitive advantage.</p><p>The revised valuation reflects weaker expectations for solar panel sales after tax incentives begin expiring in the early 2030s. However, Bischof said First Solar could benefit from growing electricity needs associated with artificial intelligence, data centers and advanced manufacturing.</p><h2 class="st-heading-2">Thin-Film Technology Sets First Solar Apart</h2><p>Unlike most solar companies that use silicon, First Solar makes panels with a thin-film material called cadmium telluride. Its manufacturing process reduces dependence on Chinese suppliers, and its panels can perform better in hot and humid weather.&nbsp;</p><p>The company is also the largest solar module manufacturer headquartered in the Western Hemisphere. Its strong position in the U.S. utility-scale market, where Morningstar estimates it has historically held about 30% market share, gives it an edge as domestic manufacturing policies favor local production.</p><p>Still, the firm cautions that First Solar's manufacturing costs per watt remain somewhat higher than those of silicon-based competitors. The broader industry has become price-driven as manufacturing capacity expands and technological differences become less durable.</p><h2 class="st-heading-2">First Solar’s&nbsp;Backlog Provides Visibility Despite Decline</h2><p>First Solar’s pending orders fell to 45.1 gigawatts in June from 50.1 gigawatts at the end of 2025, as it delivered more panels than it secured in new deals. However, existing orders still give investors an idea of the company’s future sales.&nbsp;</p><p>Morningstar expects First Solar to increase its production capacity to 22 gigawatts by the end of 2027, with investments in the U.S. and India. The firm also expects panel prices to rise slightly in the next few years before falling as tax benefits are reduced. The firm's valuation includes U.S. production credits worth $0.17 per watt. These incentives remain important to profit, making future policy decisions a major risk for investors.</p><p>First Solar held approximately $1.7 billion in cash and investments at the end of June. Bischof views the company's conservative spending approach and early investment in U.S. manufacturing positively.&nbsp;</p><p>However, Morningstar warns that the company's dependence on U.S. policy, concentrated sales markets, and an uncertain overseas manufacturing outlook could lead to widely varying financial results. While rising power demand could drive growth, the analyst believes the current share price already reflects First Solar's estimated value.</p><h2 class="st-heading-2">FSLR Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory.</p><p>A user&nbsp;<a href="https://stocktwits.com/Tom_Stockholm/message/666319896">said</a>, “big mixed bag here. I remember the last time solar companies went through a rate hike cycle... it was ugly.&nbsp; On the other hand, the policital headwinds in the U.S. could ease after the mid-terms.”</p><p>FSLR stock has cratered 31% year-to-date.&nbsp;</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvts-stock-unveils-24-kw-nvidia-ai-power-board-targeting-97--percent-efficiency/cZxBeWcRBoe">NVTS Stock Rises Overnight: Navitas Unveils 24 kW Nvidia AI Power Board Targeting 97% Efficiency</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, a person holds a smartphone displaying the logo of First Solar Inc.

First Solar Inc. (FSLR) stock slipped overnight after Morningstar slashed its fair value estimate, warning that expiring U.S. solar tax credits and fierce competition could squeeze profits even as surging AI data center power demand creates a new growth o

FSLR Stock Slips Overnight: First Solar's AI Power Demand Opportunity Faces Tax Credit Test, Says Analyst

First Solar Inc

First Trust Exchange-Traded Fund III - First Trust Energy AlphaDEX Fund

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