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Applied Digital Corporation

Applied Digital is experiencing intense volatility as investors weigh the stock's long-term potential in AI infrastructure against macro-driven sell-offs linked to geopolitical tensions. While the community remains divided between panic-selling and those adding to their positions, sentiment is heavily focused on the anticipation of upcoming earnings and potential hyperscaler lease announcements as major catalysts for a recovery.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing significant volatility as investors weigh the company's aggressive pivot toward AI data center infrastructure against market-wide risk-off sentiment and concerns over potential dilution from its ATM facility. The community remains deeply divided, with bulls pointing to the long-term potential of hyperscaler deals and capacity expansion, while bears cite weak recent earnings, geopolitical uncertainty, and a lack of immediate new contract catalysts.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the Materials and Magnetics segments. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as investors react to the company's recent earnings report, which highlighted a pivot away from sales to China toward higher-margin domestic magnet production and government-backed strategic supply chain initiatives. The stock remains a focal point for the retail community due to its position as a critical infrastructure play for U.S. defense and technology, with ongoing discussion surrounding its expansion into the '10X' facility and long-term supply agreements.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is experiencing extreme volatility and heavy selling pressure, with the community deeply divided between those citing a disconnect from strong fundamentals and those warning of a cyclical downturn or manipulation. Investors are fixated on whether the recent rapid decline represents a capitulation event or the beginning of a deeper bear market, while actively debating the impact of geopolitical tensions, chip sector rotation, and recent algorithmic news.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant volatility driven by heavy insider selling, a challenging macroeconomic environment, and intense debates over its long-term debt sustainability in the capital-intensive AI infrastructure sector. While some retail investors view current pullbacks as a strategic buying opportunity based on strong backlog projections and upcoming major financing deals, others remain skeptical, citing technical weakness and the broader repricing of AI-exposed growth stocks.

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.

Cipher Mining Inc

Cipher Mining is facing intense downward pressure driven by a broader risk-off environment and geopolitical instability, despite positive market sentiment surrounding its infrastructure-focused pivot. Investors are actively debating the stock's long-term valuation against the impact of macro headwinds and high short interest, with many weighing the significance of hyperscaler deals versus recent insider selling.

Memecoin on Cronos launched by the Cro Crow community

crow with knife

The crow with knife community is rallying behind the meme coin's multichain expansion and deflationary burn mechanism. Enthusiasts are actively discussing its potential for growth as they highlight the project's organic community-driven development across multiple blockchain networks.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is currently trending amid heightened volatility, driven by both anticipation for its upcoming earnings call and a recent Department of Energy regulatory approval for a pilot isotope test reactor. The community remains deeply divided, with bulls pointing to the company's long-term government partnerships and potential to fuel AI data centers, while bears are aggressively highlighting the company's lack of revenue, high cash burn, and history of heavy share price fluctuations.

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

Viking Therapeutics is trending as investors closely monitor the company's Phase 3 progress and the broader M&A landscape for high-potential obesity assets, with the community actively debating whether management will pursue a strategic partnership or hold out for a high-premium buyout. Discussion is further fueled by high short interest and anticipation surrounding upcoming maintenance trial data, which many see as a crucial de-risking milestone in the competitive GLP-1 weight loss market.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is facing intense selling pressure following earnings despite beating expectations, as investors react to concerns over margin impact from a new warrant agreement with Amazon and a management transition. The community is deeply divided between those viewing the pullback as a major buying opportunity due to the company's strong AI infrastructure positioning and those worried about valuation, potential dilution, and a lack of immediate catalysts to reverse the downward trend.

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Can Zero Trust Everywhere Adoption Boost Zscaler's Long-Term Growth?

ZS' Zero Trust Everywhere adoption is accelerating, with enterprise customers surging and larger deals boosting ARR and expanding platform demand

Wealth Enhancement Advisory Services LLC Sells 8,950 Shares of Zscaler, Inc. $ZS

Wealth Enhancement Advisory Services LLC lowered its stake in Zscaler, Inc. (NASDAQ:ZS - Free Report) by 20.8% during the fourth quarter, according to the company in its most recent filing with the...

<ul class="summary-bullets"><li>An unsecured data cache exposed details of Anthropic’s most advanced model yet.</li><li>The report also mentioned a new, higher-tier system called “Capybara,” which showed major performance gains.</li><li>Stephens said AI like Mythos may increase cyber threats rather than reduce security needs.</li></ul>Shares of major cybersecurity firms fell sharply on Friday after reports surfaced that Anthropic is testing a powerful new AI model, raising concerns over potential security risks.&nbsp;Stocks including CrowdStrike Holdings Inc. (CRWD) and Palo Alto Networks Inc. (PANW) fell 5%, Okta Inc. (OKTA) and Zscaler Inc. (ZS) declined 6% following the announcement.<h2 class="st-heading-2">Data Leak Sparks Concern</h2>According to a Fortune&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://fortune.com/2026/03/26/anthropic-says-testing-mythos-powerful-new-ai-model-after-data-leak-reveals-its-existence-step-change-in-capabilities/">report</a>, Anthropic’s AI model, internally called “Claude Mythos,” is being trialed with a select group of early-access customers.&nbsp;Anthropic inadvertently left nearly 3,000 draft assets, including blog content, in an unsecured, publicly searchable data store.&nbsp;This cache revealed both the Claude Mythos model, the report said.The draft post also introduced a new model tier called “Capybara,” positioned above the company’s current Opus models. According to Anthropic, Capybara scores significantly higher on coding, academic reasoning, and cybersecurity tests compared to previous models.On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/CRWD">CrowdStrike stock</a> changed to ‘neutral’ from ‘bearish’ territory the previous day. Message volume shifted to ‘low’ from ‘extremely low’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">AI Seen As Risk Multiplier</h2>Responding to the selloff, Stephens said the market may be overreacting to reports surrounding the “Mythos” model. After reviewing the available details, the firm added that the narrative has been misunderstood, noting that the model’s enhanced “cyber capabilities” refer to its potential misuse for offensive cyber activity rather than to any displacement of cybersecurity platforms.Stephens emphasized that developments like Mythos highlight how artificial intelligence could amplify existing digital threats rather than eliminate the need for protection.&nbsp;The firm described AI as a “cyber threat accelerant,” suggesting that more advanced tools may increase the frequency of attacks, ultimately reinforcing the importance of cybersecurity solutions.CRWD stock has declined 21% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-artl-stock-skyrocket-pre-market-today/cZ3H2ZfRIl6">Why Did ARTL Stock Skyrocket Over 154% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The CrowdStrike Holdings, Inc. logo appears on the screen of a smartphone in Reno, United States, on December 1, 2024.

CRWD, PANW, OKTA, ZS Stocks Tumble — What’s The Anthropic Connection?

Analysts at Stephens said the selloff may be an overreaction, clarifying that Mythos’ “cyber capabilities” relate to potential misuse for attacks, not replacing cybersecurity tools.

Equity

Analysts at Stephens said the selloff may be an overreaction, clarifying that Mythos’ “cyber capabilities” relate to potential misuse for attacks, not replacing cybersecurity tools.


AI Disruption Returns: Cybersecurity Stocks Tumble On Report Of New Anthropic "Step Change" AI Model

AI Disruption Returns: Cybersecurity Stocks Tumble On Report Of New Anthropic "Step Change" AI Model Cybersecurity stocks are slumping in premarket trading on Friday as the AI disruption trade...

SG Americas Securities LLC Raises Stock Position in Zscaler, Inc. $ZS

SG Americas Securities LLC grew its stake in shares of Zscaler, Inc. (NASDAQ:ZS - Free Report) by 1,519.9% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 116,128 shares of the company's stock after acquiring an additional 108,959 shares d...

Assenagon Asset Management S.A. Has $21.38 Million Stake in Zscaler, Inc. $ZS

Assenagon Asset Management S.A. lowered its stake in Zscaler, Inc. (NASDAQ:ZS - Free Report) by 51.7% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 95,041 shares of the company's stock after selling 101,9...

Prediction: This Cybersecurity Stock Will Double After the AI Disruption Fears Fade

Key PointsRising adoption of AI is increasing organizations' cybersecurity risks, which benefits Zscaler...

Can Prisma Browser Adoption Accelerate PANW's SASE Growth?

Palo Alto Networks' Prisma Browser is helping fuel SASE growth as enterprises seek integrated security across users, apps and cloud environments.

Will the Rising Adoption of Z-Flex Boost Zscaler's Revenue Growth?

 ZS' Z-Flex gains traction with $290M in bookings and rising multi-module deals. Can this flexible model sustain its strong revenue growth?

Zscaler (NASDAQ:ZS) Reaches New 52-Week Low - Here's What Happened

Zscaler (NASDAQ:ZS) Hits New 1-Year Low - What's Next...

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

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