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DraftKings weaker-than-expected Q3 results and reduced outlook have sparked a sharp selloff, with traders focused on heavy investment in its Predictions business and the pressure it may put on profitability amid competition from Kalshi and Polymarket. The reaction is largely bearish, with criticism of management and spending, though some traders argue the core sportsbook remains strong and view the decline as a buying opportunity.

Attention centers on the FDAs pending decision on Capricors Duchenne muscular dystrophy therapy, deramiocel, with traders focused on the HOPE-3 upper-limb results and a letter from 28 trial investigators urging approval. Bulls anticipate a favorable decision and potential short covering, while skeptics point to the FDA review and advisory-committee concerns and warn that rejection remains possible.

Fireflys multi-year agreement to supply engines, licensed technology and engineering support for AST SpaceMobiles planned Blacklift rocket is driving attention. Traders largely view the deal as a major boost to Fireflys backlog and funding outlook, while some question execution and the deals implications for ASTS.

TeraWulfs Q3 results and outlook, alongside Googles credit backstop for financing tied to its Anthropic data-center lease and a Fluor construction agreement, are driving discussion. Bulls see these developments as supporting its AI infrastructure expansion, while bears focus on debt, buildout execution, political uncertainty, and the stocks weak reaction despite the positive news.

Modernas quarterly earnings beat and raised revenue outlook sparked a sharp rally, followed by a sell-the-news pullback. Bulls point to stronger vaccine demand and a possible turnaround, while bears argue the gains outpace sustainable profits given ongoing cash burn and the companys valuation.

Seagates strong quarterly results and raised outlook have been followed by a selloff, prompting debate over whether investors are taking profits after a rally or questioning how long its growth and margins can hold. Bulls point to AI-driven storage demand and long-term customer commitments, while skeptics cite elevated expectations, moderating margin growth, and the sectors cyclicality.

Western Digital is being swept up in a sharp memory and semiconductor selloff, with traders linking the pressure to concern that election-driven opposition could slow U.S. data-center expansion and AI infrastructure spending. Many see the drop as excessive given expected storage demand, while others worry that slower builds could defer orders; claims of market manipulation are speculation.

Axon shares are drawing attention after quarterly results missed expectations and the company lowered its full-year outlook, citing federal procurement delays. Traders are split between buying the sharp selloff on confidence in the companys long-term growth and avoiding the stock over its valuation and weaker near-term outlook.

Oklos Q3 results and business update, alongside a manufacturing agreement for future reactor components, are fueling a sharp rebound after a steep decline. Traders disagree on whether the news marks meaningful progress or a temporary bounce, pointing to the companys pre-revenue status, long deployment timeline, dilution concerns, and high valuation.

Repeated Schwab and thinkorswim outages are dominating discussion, with traders reporting login problems, inaccurate quotes, and failed orders. Frustrated users describe the reliability issues as recurring and say they may move their accounts to other brokerages.