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The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desks steep, prolonged selloff and repeated lows dominate discussion, with traders citing slowing growth, ad-tech competition, and weak outlook concerns. Many blame CEO Jeff Green and management, particularly over executive option repricing and lack of response; reports of Safari ad blocking add uncertainty, though some traders say the issue may be an unintended technical glitch.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins steep slide to fresh 52-week lows is being discussed alongside a courts denial of its request to temporarily block Unitys Ad Quality SDK and analyst concerns about competition and growth. Bulls argue the selloff is overdone and fundamentals remain strong, while bears see continued downside risk.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras is facing concern over reports that OpenAIs latest ultrafast model uses Nvidia GPUs rather than Cerebras hardware, alongside selling pressure and uncertainty around staged IPO share unlocks and insider sales. Bulls argue OpenAIs partnership remains intact and point to new customer deals and demand for AI inference, while skeptics question the companys ability to compete and absorb the additional share supply.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Toshibas reported plan to expand hard-drive capacity for AI data centers has pressured WDC on fears of increased competition and weaker pricing power. Many traders view the selloff as an overreaction, arguing that added supply will take time to reach the market and AI-driven storage demand remains strong, while others worry about future supply and margin pressure.

Bonk is a dog-themed memecoin on the Solana blockchain, launched on Christmas Day 2022 to revitalize the Solana community following the FTX collapse. Created by an anonymous team of 22 Solana developers and builders, Bonk distributed 50% of its total 100 trillion token supply via airdrop to community members including NFT collectors, developers, and artists.   The project positions itself as "the first Solana dog coin for the people, by the people," explicitly rejecting venture capital backing in favor of grassroots community ownership. What sets Bonk apart from other memecoins is its combination of fair launch mechanics, extensive ecosystem integration, and active deflationary strategy.   Built on Solana, BONK benefits from fast transaction speeds and low fees that make it practical for everyday use. Native products include LetsBonk.fun (a memecoin launchpad that briefly became Solana's market leader in 2025, surpassing Pump.fun with over 78% market share), BonkSwap (a decentralized exchange) and BonkBot (a Telegram trading bot with built-in burn mechanics).   BONK is available across 10 blockchain networks and listed on major exchanges including Binance, Coinbase, Kraken, and Robinhood. Governance is handled by BonkDAO, which holds 15% of the token supply and makes decisions through on-chain voting.   The community has organized several major burn events, most notably the December 2024 BURNmas campaign that destroyed 1.69 trillion tokens worth over $50 million. In September 2025, Nasdaq-listed Safety Shot, Inc. formed BONK Holdings LLC and acquired over 2.5% of the circulating supply (valued at $55-63 million), making BONK one of the first memecoins to attract formal corporate treasury adoption. Core contributor Nom was appointed to Safety Shot's board, and the company holds a 10% revenue share in LetsBonk.fun.  As with all memecoins, BONK is a highly speculative asset with substantial volatility. Its value is primarily driven by community sentiment, social media momentum, and meme culture rather than traditional utility.   The anonymous team, while common in the memecoin space, means investors should exercise appropriate caution. Despite these risks, Bonk has established itself as one of the most successful community-driven tokens in the Solana ecosystem, approaching 1 million unique holders and expanding from a simple memecoin into meaningful DeFi infrastructure.

BONK

Traders are linking BONKs selloff to reports of a hack or token drain and its delisting from one South Korean exchange, though those claims arent independently confirmed here. Some view the drop as a buying opportunity and anticipate a rebound, while others are worried about further losses and question the tokens security.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Attention centers on CAN-2409 prostate cancer data, including biomarker findings on immune activation that traders see as supportive of the planned BLA submission. Some view the data and regulatory progress positively, while skeptics question the stocks weak price action and whether the filing timeline will hold.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

A sharp, high-volume rally without a confirmed company-specific announcement is driving attention, as traders speculate about institutional buying or short covering and circulate unverified rumors of leaked regulatory or international news. Bullish posters point to Anktivas potential label expansion and other commercial or pipeline catalysts, while some caution that the move may not hold without concrete news.

Wynn Resorts Ltd. is a holding company, which engages in the design, development, and operation of destination casino resorts. It operates through the following segments: Wynn Palace, Wynn Macau, Las Vegas Operations, Encore Boston Harbor, and Corporate and Other. The company was founded by Stephen Alan Wynn, Elaine P. Wynn, and Kazuo Okada in 2002 and is headquartered in Las Vegas, NV.

Wynn Resorts Ltd.

WYNNs steep selloff and slide toward multi-year lows dominate discussion, with traders pointing to weakness across consumer and gaming stocks amid high rates, oil prices, and soft consumer sentiment. Debate centers on whether Middle East tensions put the planned UAE resort at risk, while dip buyers cite the companys valuation and share repurchases as reasons for optimism.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Shareholder approval of Evernorths business combination with Armada IIand plans for Evernorth to become a publicly traded XRP treasury companyare driving attention, alongside the expected Nasdaq debut. Traders are bullish on XRP exposure and a possible tight-float squeeze, while skeptics argue the sharp rally leaves XRPN trading well above the value of its XRP holdings and warn of a volatile pullback.

Amarin Corp. Plc is a pharmaceutical company, which focuses on the commercialization and development of therapeutics for cardiovascular health. It focuses on the development and commercialization of Vascepa capsules. The company was founded by Geoffrey William Guy on March 1, 1989 and is headquartered in Dublin, Ireland.

Amarin Corp - ADR

AMRN is drawing attention as its shares slide toward multi-year lows, with traders debating whether weak commercial prospects, generic competition and managements lack of visible progress are overwhelming the companys cash position and international growth. Uncertainty over the LR-EtEPA patent applicationincluding a reported non-final USPTO action rejecting claimsadds to concern, while some investors point to potential EMT-2 results and strategic alternatives as possible sources of value.

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Cerebras Systems vs. Nebius: What Revenue Growth Trends Reveal to Investors About These Artificial Intelligence Companies

Key PointsNebius currently exhibits a larger overall revenue profile, as its top-line results initially surpassed and then continued to outpace Cerebras Systems across recent quarterly reporting periods...

Tuesday's ETF Movers: WTAI, CRAK

In trading on Tuesday, the WisdomTree Artificial Intelligence and Innovation Fund ETF is outperforming other ETFs, up about 1.9% on the day. Components of that ETF showing particular strength include shares of Bloom Energy, up about 12.3% and shares of Cerebras Systems, up abou...

CBRS' Backlog Rides on Strong AI Demand: Can it Outpace NVDA & AMD?

Cerebras Systems' $25.4B backlog, expanding data-center capacity and improving margins strengthen its AI push against NVIDIA and AMD.

Zone Frontier Inc. Signs Long-Term Ground Lease with Purchase Option for more than 4,000 Acres in Potter County, Texas

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Cerebras Systems vs. IonQ: Which Technology Stock Is a Better Buy in 2026?

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BigBear.ai vs. Cerebras Systems: Which Technology Stock Is a Better Buy in 2026?

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S&P 500, Dow, Nasdaq Drop Under Pressure From Elevated Yields As Investors Shrug Off Trump’s Iran Sanction Relief — NVDA, BA, AMD, NVTS, CBRS In Focus

Equity

President Donald Trump was open to providing sanctions relief to Iran on nuclear matters, CNN and Axios reported.

Cerebras Teams Up With Gimlet Labs For AI Inference Cloud — First Data Center Due This Year

Gimlet Cloud will combine Cerebras’ wafer-scale systems with GPUs to accelerate AI inference, with the first Cerebras-powered data center expected to go online later this year.

Cerebras Systems vs. Rigetti Computing: Is an AI or Quantum Computing Stock the Better Buy in 2026?

Key PointsCerebras Systems utilizes a massive wafer-scale engine to deliver high-performance AI inference and significant revenue growth...

Cerebras Systems vs. Nebius Group N.V.: Which AI Hardware Stock Is a Better Buy in 2026?

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Extremely Bullish Sentiment

Double beat (rev + EPS)

Revenue beat, EPS miss

EPS beat, revenue miss

Double miss

Cerebras Systems ($CBRS) reports Q2 earnings today, with Wall Street expecting a narrower loss of $0.18 per share on roughly $194 million in revenue, reflecting 88% year-over-year growth. Do you expect a double beat, a mixed result, or a double miss? Vote and explain your reasoning in the comments.

Cerebras Systems ($CBRS) reports Q2 earnings today. What do you expect?

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) reports Q2 earnings today. What do you expect?

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Traders are closely monitoring upcoming share lockup expiration dates and ongoing insider selling as major headwinds for price stability.

Speculation persists regarding potential competition with Nvidia for anchor customer volume, creating significant volatility in share price.

Community members are actively targeting support levels near the IPO price to accumulate shares for a projected swing back to $200.

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