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A sharp semiconductor selloff has hammered SOXL, with traders citing Lam Researchs outlook and China-demand concerns alongside broader worries about AI spending, financing, and market risk; the funds 3x leverage magnifies the move. The community is split between calling the decline a sign of an AI-trade unwind and buying for a potential rebound.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

A large insider-share unlock is the main focus, with traders attributing the post-earnings pullback to the added supply and debating whether it will prolong selling. The earnings-driven gains have largely faded; some see the dip as a buying opportunity, while others cite valuation concerns and broader tech weakness.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias Q3 results beat expectations and showed strong AI and cloud demand, but shares fell sharply as investors focused on weaker cash-flow conversion guidance, higher restructuring costs and concerns raised on the conference call. Traders are split between calling the selloff an overreaction and buying the dip, and viewing the cash outlook as a reason to sell despite the growth story.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

CFO Ryan Fiedlers departure has triggered a sharp selloff, with some traders speculatingwithout confirmationabout possible financial or accounting concerns. Others view the decline as an overreaction, noting the stated personal reason for his exit, the internal CFO replacement, and Forgents growth exposure to data centers and power infrastructure.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs sharp decline is being discussed mainly as part of a broader semiconductor and AI-stock pullback, amid concerns about stretched valuations, the payoff from heavy AI spending, and macro pressure including rising oil prices. Traders are split between viewing the drop as an oversold buying opportunity ahead of earnings and expecting more downside if sector sentiment weakens further.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobes sharp rebound is drawing attention alongside discussion of its expanded Nvidia collaboration to accelerate AI-powered creative workflows and a possible rotation into beaten-down software stocks. Bulls see the partnership and Adobes established business as evidence it can adapt, while bears argue AI-built alternatives still threaten its creative-software moat and view the bounce as temporary.

TTM Technologies, Inc. engages in the manufacture and sale of printed circuit boards and backplane assemblies. It operates through the following segments: Aerospace and Defense (A&D), Commercial, and Radio Frequency and Specialty (RF&S) Components. The A&D segment consists of Printed circuit boards (PCBs), value-added assemblies, microelectronics, RF and microwave components and assemblies, and integrated mission systems. The Commercial segment includes PCBs using customer-supplied engineering and design plans supporting customers in the automotive, medical, industrial, and instrumentation, networking, and data center computing end markets. The RF&S Components segment consists of TTM designed RF components for commercial customers in the telecommunications, industrial, and instrumentation markets. The company was founded on March 20, 1978 and is headquartered in Santa Ana, CA.

TTM Technologies Inc

TTM Technologies is plunging despite traders describing its quarterly results and outlook as strong, with concerns about debt, acquisition spending, and elevated investment weighing on sentiment alongside pressure on AI-related stocks. The reaction is contested: some see an overreaction and are buying the dip, while others expect further selling and question whether the stock has found a floor.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Researchs shares sold off despite record quarterly results as its near-term outlook offered little upside over expectations, with supply bottlenecks delaying shipments and a meaningful decline in China revenue expected. Bulls argue demand remains strong and the delays are a timing issue, while bears point to the modest guidance, high expectations, and broader weakness in semiconductor stocks.

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 drawing attention amid a steep selloff and fresh lows, with traders linking the weakness to a broader rout in AI data-center and neocloud stocks, macro pressure, and concerns about the sectors financing and buildout risks. The community is split between bearish calls for further downside and buyers who see the decline as excessive, citing IRENs AI expansion plans and potential for a rebound.

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

Anticipation of Moderna and Mercks full Phase 3 melanoma-vaccine readout is driving the discussion, with unverified claims of leaked positive data adding to the volatility. Traders are split between optimism about the cancer-vaccine program and concerns that expectations have run too high, raising sell-the-news and profit-taking fears.

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Crocs (CROX) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Crocs (CROX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Why Crocs (CROX) is a Top Value Stock for the Long-Term

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Why Crocs (CROX) is Poised to Beat Earnings Estimates Again

Crocs (CROX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

CROX vs. CTAS: Which Stock Is the Better Value Option?

Are Consumer Discretionary Stocks Lagging  Crocs (CROX) This Year?

Here is how Crocs (CROX) and Oriental Land (OLCLY) have performed compared to their sector so far this year.

Crocs (CROX) Sees a More Significant Dip Than Broader Market: Some Facts to Know

The latest trading day saw Crocs (CROX) settling at $123.23, representing a -1.23% change from its previous close.

Stocktwits Wall Street Wrap: Crocs, Liquidia Win Upgrades While SpaceX Competition And Grocery Woes Put AST SpaceMobile, Albertsons Under Pressure  

Equity

Growth prospects, business challenges, legal changes, and rising competition from SpaceX shaped Wall Street activity this week.

Here are Thursday's biggest analyst calls: Nvidia, CoreWeave, Walmart, Crocs, CarMax, Regeneron & more

Here are Thursday's biggest calls on Wall Street...

Crocs' Brand Strength and Product Innovation to Bolster Growth

CROX is banking on product innovation, digital expansion and cost controls to drive growth and protect margins amid rising costs and competition in the footwear market.

This ugly shoe brand won over Gen Z. Its stock's low valuation could earn investors' attention

Crocs sales have been growing as it embraces its iconic look even as it expands to new styles, winning fans among Gen Z consumers, even in China...

Crocs, Inc. engages in the design, development, manufacture, worldwide marketing, sale, and distribution of lifestyle footwear and accessories. It operates through the Crocs Brand and HEYDUDE Brand segments. The Crocs Brand segment refers to the United States, South Korea, China, Japan, Singapore, Canada, Germany, Great Britain, France, Malaysia, Australia, Puerto Rico, the Netherlands, Australia, India, and Ireland. The HEYDUDE Brand segment focuses on the United States. The company was founded by Scott Seamans, George B. Boedecker, Jr., and Lyndon V. Hanson III in 2002 and is headquartered in Broomfield, CO.

Crocs Inc

Neutral Sentiment

<ul class="summary-bullets"><li>Crocs stock rose 8.5% this week as Barclays upgraded it to ‘Overweight’ from ‘Equal Weight’.</li><li>Liquidia stock surged 27% this week, its strongest since May, after settling six lawsuits with United Therapeutics.&nbsp;</li><li>Albertsons faced downgrades after its Q2 results, as concerns grew over operational hurdles.&nbsp;</li></ul><p>Wall Street analysts warmed to Crocs Inc. (CROX) and Liquidia Corp. (LQDA) on growth potential and easing legal risks, while Albertsons Companies (ACI) faced downgrades from three firms. Meanwhile, SpaceX’s growing ambitions rattled sentiment around AT&amp;T (T) and AST SpaceMobile (ASTS), triggering concerns over telecom competition and satellite launch plans.&nbsp;</p><h2 class="st-heading-2">Product Momentum Supports Crocs Upgrade</h2><p><a href="https://stocktwits.com/symbol/CROX">Crocs stock</a> gained 8.5% this week as the company received an upgrade to ‘Overweight’ from ‘Equal Weight’ at Barclays, which increased its price target to $139 from $118. The firm sees a clearer route to expansion over the coming years.</p><p>Barclays believes improving conditions across the business could help Crocs move past a period of uneven performance. Although its North American operations continue to face short-term challenges, investments in new products, additional categories, and brand development appear to be supporting demand. International operations are already generating sales growth.</p><p>Last month, Crocs CFO Patraic Reagan said footwear demand naturally rises and falls every few years, but Crocs is reducing its reliance on classic clogs by expanding into sandals, ballet flats, recovery shoes and other styles. Its sandal business generates nearly $500 million annually. The company is also expanding HEYDUDE into products for activities like boating, fishing and work.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261016_043744873_5d87402f2b.png" alt="koyfin_20261016_043744873.png" width="2400" height="1240"></figure><h2 class="st-heading-2">Legal Settlement Lifts Liquidia Outlook</h2><p><a href="https://stocktwits.com/symbol/LQDA">Liquidia stock</a> has climbed 27% and is on track for its best week since May after it won upgrades from LifeSci Capital and BTIG after reaching an agreement with United Therapeutics Corp. (UTHR) that resolves six outstanding lawsuits between the companies.</p><p>LifeSci Capital analyst Gaurav Maini raised Liquidia to ‘Outperform’ from ‘Market Perform’ and established a $59 price target. The firm believes the agreement removes a major source of uncertainty, allowing Yutrepia to remain available for pulmonary arterial hypertension while removing its use for pulmonary hypertension associated with interstitial lung disease from the label. The settlement could also make Liquidia more attractive to potential strategic partners or buyers.</p><p>Separately, BTIG moved to ‘Buy’ from ‘Neutral’ and set a $70 target. The firm viewed the settlement terms more positively than it had expected before the announcement.</p><h2 class="st-heading-2">Array Technologies Draws Contrarian Interest</h2><p><a href="https://stocktwits.com/symbol/ARRY">Array Technologies stock</a> was upgraded to ‘Outperform’ from ‘Neutral’ by Mizuho, even as the firm cut its price target to $5 from $7. The stock has dropped 61% this year, but the analyst sees room for gains compared with the risk of further losses.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261016_044341010_b622791540.png" alt="koyfin_20261016_044341010.png" width="2400" height="1240"></figure><p>Mizuho believes investors are too worried about weaker demand and the company’s need for cash. The firm expects business to improve in 2027, supported by existing orders and acquisitions that could help cut costs and improve efficiency. It also expects sales and profit margins to outperform market forecasts.&nbsp;</p><h2 class="st-heading-2">Albertsons Faces Multiple Analyst Downgrades</h2><p><a href="https://stocktwits.com/symbol/ACI">Albertsons Companies stock</a> faced three analyst downgrades this week after its fiscal second-quarter results, as concerns grew over its business plan and financial outlook.</p><p>JPMorgan lowered its rating to ‘Neutral’ from ‘Overweight’ but kept its $14 price target unchanged. Although Albertsons shares are cheaper than those of many U.S. grocery rivals, the firm believes ongoing business challenges and weaker-than-expected cost-cutting efforts may explain the lower valuation.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261016_044948856_fe781ba6d5.png" alt="koyfin_20261016_044948856.png" width="2400" height="1240"></figure><p>Goldman Sachs and Bank of America downgraded Albertsons and cut their price targets, citing uncertainty about the company’s growth plans and a suspended 2026 forecast. The analysts expect the stock to remain in a narrow range until management provides more details on its growth plans after completing a business review by spring 2027.</p><h2 class="st-heading-2">SpaceX Competition Clouds AT&amp;T,&nbsp; AST SpaceMobile Prospects</h2><p><a href="https://stocktwits.com/symbol/T">AT&amp;T stock</a> was downgraded to ‘Market Perform’ from ‘Outperform’ by Bernstein, which lowered its price target to $24 from $25. The analyst sees growing competition from SpaceX across broadband and wireless services as an additional challenge for established telecom providers.</p><p>Bernstein also cited recent pricing decisions by incumbent carriers and the possibility of seasonal weakness in the fourth quarter.&nbsp;<a href="https://stocktwits.com/symbol/ASTS">AST SpaceMobile stock</a> was downgraded to ‘Neutral’ from ‘Overweight’ at Piper Sandler, which cut its price target to $54 from $98. The firm has less confidence in the company's planned satellite deployment pace in 2026 and 2027.</p><p>SpaceX’s $8 billion purchase of mobile spectrum last week has raised concerns about competition in satellite-based phone services. Piper warned that SpaceX could limit rocket launch access for partners like AST SpaceMobile, delaying the company’s satellite deployment plans.&nbsp;</p><p>So far this year, CROX and LQDA have gained 0.8% and 45%, respectively, while ARRY, ACI, T and ASTS stocks have declined between 5% and 61%.&nbsp;</p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/aa-stock-rises-overnight-alcoa-ceo-bets-on-massena-east-for-cash-pump-as-alumina-market-tightens/cZx0w5uRBs2">AA Stock Rises Overnight: Alcoa CEO Bets On Massena East For Cash Pump As Alumina Market Tightens</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A Crocs logo sign is seen in New York City, United States.

Wall Street analysts warmed to Crocs Inc. (CROX) and Liquidia Corp. (LQDA) on growth potential and easing legal risks, while Albertsons Companies (ACI) faced downgrades from three firms. Meanwhile, SpaceX’s growing ambitions rattled sentiment around AT&T 

Stocktwits Wall Street Wrap: Crocs, Liquidia Win Upgrades While SpaceX Competition And Grocery Woes Put AST SpaceMobile, Albertsons Under Pressure

Albertsons Companies Inc - Ordinary Shares - Class A

Array Technologies Inc

AST SpaceMobile Inc

Liquidia Corp

AT&T Inc

United Therapeutics Corp

Track CROX stock price, charts, news and real-time market activity on Stocktwits. Join the CROX message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around Crocs Inc stock.

CROX Stock Price Today - Crocs Inc News, Charts, Retail Sentiment

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$CROX 
 
Barclays upgraded Crocs to Overweight from Equal Weight today, target to 139 dollars from 118 dollars (analyst Adrienne Yih). Stock closed up 6.1% at 124.73 dollars. 
 
Yih raised her fiscal 2028 adjusted EPS estimate to 15.49 dollars and applied a 9x multiple to get the target. Crocs North America returned to growth in Q2, international is already about 49% of Crocs brand revenue, and she expects HEYDUDE back to growth in the second half.

Krypton Research

$CROX: left your Crocs in a hot car and they shrank? Mongalo alleges Croslite foam can shrink in heat and sun and Crocs knew but did not warn buyers on packaging. Still litigating, no settlement. Open Class Actions.

Clam Clamwell

$CROX: only one theory is left standing in Mongalo. Express warranty is gone for good, fraud was trimmed, and implied warranty carries the case: should warm-weather shoes hold their size in the sun? Nothing to claim. Open Class Actions.

https://stocktwits.com/news-articles/markets/equity/stocktwits-wall-street-wrap-crocs-liquidia-win-upgrades-while-space-x-competition-and-grocery-woes-put-ast-space-mobile-albertsons-under-pressure/cZx0UOFRBsI $CROX Imo stocktwits is the ignorant peanut gallery for an unprofitable Space X and slow Starlink.

$CROX: at a 2026 hearing, Crocs urged the court to kill the remaining fraud claims in Mongalo for good. The judge signaled implied-warranty claims would survive but has not ruled. No settlement, nothing to claim. Open Class Actions.

$CROX this one starting to act a bit like software stocks: inverse correlation to ai stocks..

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