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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

Iovances announcement of positive IOV-LUN-202 Phase 2 results in previously treated metastatic NSCLC and a webcast to discuss the data has driven attention, with traders focused on whether lifileucel could expand beyond melanoma and whether precision-based patient selection strengthens the case. The community is broadly enthusiastic, but speculation about improved response rates, an earlier FDA path, and a short squeeze remains unconfirmed pending detailed data.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets quarterly results sparked a sharp selloff as investors focused on the earnings shortfall, negative free cash flow, and expectations for significantly higher AI infrastructure spending, despite rapid Google Cloud growth. Traders are split between viewing the drop as a buying opportunity and worrying that capex, weaker advertising and search trends, and uncertain AI returns could pressure the business.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings disappointment and heavy AI infrastructure spending, which weighed on profits and cash flow despite strong Google Cloud growth, are driving the discussion. Traders are split between viewing the selloff as an overreaction and worrying that rising costs, slowing search growth, and AI competition could undermine returns.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts quarterly results beat expectations, with accelerating Azure growth and a stronger outlook; traders also welcomed capital spending coming in below expectations. The initial bullish reaction faced a sell-the-news counterpoint, as some debated whether AI investment can translate into durable cash flow and the shares gave back part of their after-hours gains.

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

Reports that Marvell is in advanced talks to acquire Lumentum have driven attention, with traders debating whether the reported deal will materialize and how Marvell would finance it. The potential tie-up is seen as a strategic move in AI data-center optics, but no agreement is final.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNows mixed quarterly resultsan earnings miss and softer forward contract-growth guidance despite revenue growth and a raised AI sales targettriggered a sharp selloff. Traders are divided between concerns about slowing software growth and AI disruption, and buyers who view the drop as an overreaction to strong AI demand and business momentum.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS said its Phase 3 REGAL trial of the AML vaccine GPS reached the prespecified 80th event, triggering final analysis ahead of topline results expected this quarter. The stocks sharp decline after the milestone has fueled debate: some traders view it as a sell-the-news reaction before a binary data readout, while others warn the trials efficacy remains uncertain.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Vikings Q3 results and conference-call comments have focused attention on VK2735s commercialization timeline, with the CEOs estimate of roughly two and a half years to launch prompting criticism that the company is moving too slowly. Investors are also debating cash burn and dilution risk, and whether Viking will pursue a partnership or commercialize independently; bullish voices point to the obesity drugs ongoing Phase 3 program and future data as reasons for patience.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendys shares jumped on a Trian-led groups proposal to take the company private. Traders largely view the offer as too low and anticipate board resistance or a higher bid, while others warn the proposal could cap gains or fall through; short-squeeze speculation is also common.

Fortinet, Inc. provides cybersecurity solutions to a variety of businesses, such as enterprises, communication service providers, government organizations, and small to medium-sized businesses. Its product portfolio includes network security, secure access service edge, enterprise networking, security operations, application security, and operational technology. The company was founded by Ken Xie and Michael Xie in November 2000 and is headquartered in Sunnyvale, CA.

Fortinet Inc

Fortinets sharp post-earnings selloff is dominating discussion: despite an EPS and revenue beat and higher full-year revenue guidance, traders are focused on a reduced service-revenue outlook and signs of slowing growth amid a high valuation. Bulls call the drop an overreaction to otherwise solid results, while bears see the forecast and growth concerns as justification; the decline is also weighing on cybersecurity peers.

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TeraWulf CEO Paul Prager Turns Elon Musk’s ‘Stranded Compute’ Warning Into A Buying Pitch

Equity

TeraWulf announced a shift in its business strategy to data centers for AI and high-performance computing clients back in 2024.


WULF Stock Hits Six-Month Weekly Low As TeraWulf Secures Larger Credit Line For AI Data Center Expansion

The "uncommitted accordion" provision of TeraWulf's modified facility could add $150 million in commitments, subject to lender clearance and other conditions

WULF Stock Gets A ‘Buy’ From TD Cowen As The AI 'Boom' Overshadows TeraWulf’s Bitcoin Mining Roots

TD Cowen analyst Michael Elias said the 9% cap rate investors use to value TeraWulf’s data center leases was too high.


WULF Stock Dips After TeraWulf Doubles Muskie Data Campus Power Capacity To 1GW

Kentucky Power said TeraWulf will fund $100 million in winter bill credits for residential customers over the first 10 years.


TeraWulf Wins Approval For 482 MW Kentucky Data Center Power Deal, Estimates $4.5B Investment

TeraWulf’s campus was being built on the former Century Aluminum Hawesville site, which still has about 482 MW of transmission capacity since the smelter closed.


WULF Stock Rebounds: Analyst Sees Limited Impact From New York Moratorium – Despite Questions Over Cayuga

The Executive order marks the nation's first statewide moratorium on new hyperscale data centers, per Hochul's office.


WULF Stock Drops Despite Price Target Hikes From Wall Street On $19B Anthropic Lease

The deal follows TeraWulf's acquisition of Century's former Kentucky smelter, which is being redeveloped into a large-scale AI data-center campus.


TeraWulf's 3-Gigawatt AI Infrastructure Ambition Wins Over Analyst Who Sees More Than 25% Upside

 The completion of the Lake Mariner project in New York and obtaining a client for the Justified Data campus in Kentucky would boost WULF prices.

WULF Stock Gets Twin Price Target Hikes Day After Muskie Campus Acquisition

TeraWulf shares climbed as Wall Street analysts raised price targets, backing the company’s shift from Bitcoin mining to AI infrastructure.

Investment Managers Series Trust II - Tradr 2X Long WULF Daily ETF

Neutral Sentiment

<ul class="summary-bullets"><li>TeraWulf’s Prager said rivals' stalled projects could become opportunities for well-funded companies.</li><li>Prager said, “What others call stranded assets, we may call a development pipeline.”</li><li>According to Prager, TeraWulf secures power, fixed-price construction contracts, long-term tenants with investment-grade backing and financing before it builds.</li></ul>TeraWulf Inc. (WULF) CEO Paul Prager pushed back on Elon Musk's warning of "stranded compute" in half-built data centers. Prager said his firm's development strategy insulates it from ventures that fail and might allow it to profit from rivals' misfortunes.On X, Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2114168277882581486?s=20">wrote</a>, "We're going to see a lot of stranded compute in partially complete data centers." On Sunday, Prager&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PaulBPrager/status/2114366003798753516?s=20">said</a> that Musk "may be right that we'll see unfinished data centers. But not all developers operate the same way."&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/PaulBPrager/status/2114366003798753516?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_25_at_11_35_38_AM_2e73851246.png" alt="Screenshot 2026-10-25 at 11.35.38 AM.png" width="1064" height="1354"></a><figcaption>Source: @PaulBPrager/x</figcaption></figure>Prager said that TeraWulf gets its electricity from investment-grade utilities at locations where customers have shown interest before. He also said that the company uses guaranteed-maximum-price construction contracts to lock in prices and schedules. It also signs long-term contracts with clients backed by investment-grade credit and gets funds before starting a big building project. "We may move dirt early, but we don't build on spec," he wrote.Some projects may stall due to "inadequate capital, weak counterparties, execution misses or regulatory hurdles," he predicted. Experienced infrastructure developers with strong balance sheets create opportunity, Prager said. He added, "What others call stranded assets, we may call a development pipeline."<h2 class="st-heading-2">TeraWulf Shares Hit Six-Month Low&nbsp;</h2>The exchange comes as TeraWulf stock has been under pressure. The stock closed Friday at $11.32,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wulf-stock-hits-six-month-weekly-low-as-terawulf-secures-larger-credit-line-for-ai-data-center-expansion/cZUGAjERBU1">its lowest weekly closing</a> in at least six months, and has lost more than 60% of its value since June. The selloff gained momentum this week with a wide selloff in AI infrastructure firms and huge losses for hedge funds.TeraWulf also announced changing its business model into data centers for AI and high-performance computing clients. It said it upped its Morgan Stanley-led senior secured revolving credit facility to around $400 million from roughly $250 million on Friday.&nbsp;WULF Compute, a subsidiary, raised $3.2 billion in senior secured notes last year to help fund part of the build-out at its Lake Mariner campus in New York.<a href="https://stocktwits.com/symbol/WULF">WULF stock</a> has remained largely flat so far this year. On Stocktwits, retail sentiment around WULF remained in the ‘bullish’ zone, accompanied by ‘high’ chatter levels over the past day.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/jordi-visser-calls-chamath-palihapitiya-s-bitcoin-going-to-zero-tale-completely-just-a-joke-says-ai-sell-off-could-bottom-in-two-weeks/cZUcyrbRBUq">Jordi Visser Calls Chamath Palihapitiya’s Bitcoin Going To Zero Tale ‘Completely Just A Joke,’ Says AI Sell-Off Could Bottom In Two Weeks</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

TeraWulf Inc. (WULF) CEO Paul Prager pushed back on Elon Musk's Sunday warning of "stranded compute" in half-built data centers. Prager said his firm's development strategy insulates it from ventures that fail and might allow it to profit from rivals' mis

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Neocloud stocks like $NBIS, $CRWV, $IREN, and $APLD are rebounding after a brutal October. Have they bottomed?

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