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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta shares are surging double digitstheir largest single-day gain in yearsas traders point to rapid adoption of the Muse AI agent, a Wells Fargo price-target hike, and positioning ahead of the Meta Connect conference. Sentiment is split between bulls celebrating Muse's app-store momentum and bears calling the move hype-driven and overbought, with some expecting a sell-the-news reaction at Connect and others flagging Amazon's block of Muse from its shopping site.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals is surging after President Trump announced a U.S.-Denmark-Greenland security agreement that traders see as de-risking and potentially accelerating development of the company's Tanbreez rare-earth project, driving a broader rally in Greenland-linked stocks. Extremely bullish sentiment is amplified by heavy short interest and squeeze speculation, while skeptics counter that the pact grants no mining rights and warn of sell-the-news risk around the planned Trump-Xi meeting on critical minerals.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending on reports that it reached a settlement with California and other state attorneys general whose lawsuit had blocked its merger with Warner Bros. Discovery, clearing a major legal hurdle for the deal. Community reaction is mixed: bulls treat the merger as effectively cleared and speculate about a short squeeze, while skeptics point to the lack of official confirmation, criticize settlement terms such as editorial oversight commitments, and flag persistent selling pressure despite the headlines.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is trending as traders vent over the stock trading flat to lower during a broad market rally while fintech peers like Robinhood surge, renewing debate over whether the shares are undervalued or structurally impaired by dilution and leadership criticism. Heavy attention is also on Citizens Bank's lawsuit accusing SoFi of racketeering over the poaching of mortgage employees, which some traders dismiss as a legal scare tactic while others believe it has merit.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk shares slid after its Capital Markets Day, where long-term pipeline targets through 2035 and revenue growth guided only "in line with peers" failed to ease concerns over semaglutide patent expirations and competition from Eli Lilly. Reaction is split between bears faulting CEO Mike Doustdar's communication and the muted growth outlook, and dip-buyers calling the selloff an overreaction at historically low valuations.

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

AMD is surging to record highs and briefly crossing the trillion-dollar market-cap milestone amid a broad semiconductor rally driven by AI demand, with peers like Intel and Arm gaining sharply as well. Community reaction is split, with bulls celebrating the milestone and eyeing further upside while bears call the move overextended on stretched valuation, and some traders locking in profits or opening short positions.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X ETF

SOXS is trending as it slides sharply alongside a strong semiconductor rally, drawing heavy dip-buying from traders positioning for an eventual reversal in the AI-driven chip trade, while others warn the leveraged ETF's structural decay makes holding it a losing battle. The debate pits bears citing hawkish rate-hike expectations, inflation, and AI-bubble concerns against bulls mocking the short thesis as the sector keeps climbing.

Dogecoin is an open-source digital currency based on the "Doge" meme that functions as a peer-to-peer medium for fast payments and digital tipping. Unlike projects backed by corporate entities, its value is driven by a global community, and the project is managed by a decentralized group of volunteers and the non-profit Dogecoin Foundation rather than a formal company.  Originally created in 2013 by software engineers Billy Markus and Jackson Palmer as a market parody, the project held no public sale or venture capital rounds. The network operates as a fork of LuckyCoin, which itself was a fork of Litecoin, using a proof of work consensus mechanism. It employs the Scrypt algorithm to ensure the mining process remains fast and efficient, with new blocks processed every 60 seconds. A unique technical feature is its use of merged mining, allowing miners to secure Dogecoin simultaneously with other Scrypt-based networks like Litecoin.  To keep transaction fees low and the network running indefinitely, Dogecoin features an uncapped supply where new coins are added forever. In a major regulatory milestone in March 2026, a joint SEC and CFTC framework officially classified Dogecoin as a digital commodity, placing it in the same asset category as gold or oil.

Dogecoin

Dogecoin is surging alongside a broader crypto risk-on rebound, with traders fixated on whether the rally can push through the round-number resistance level that has repeatedly capped the price. Bulls call it the start of a larger run, while skeptics point to inflationary tokenomics and warn that longtime holders could sell into any breakout, with others stressing the move still hinges on Bitcoin's direction.

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

Traders are focused on the anticipated VK2735 maintenance-dosing study readout, which management has guided for Q3, as the stock falls through a stretch of consecutive down days and the community splits between dip buyers, bears reading CEO Brian Lian's cautious conference commentary on tolerability as a warning sign, and claims of short-driven manipulation. Speculation that a pressured Novo Nordiskrecently ending a monthly GLP-1 collaboration with Ascendiscould partner with or acquire Viking remains a recurring bull case, though no deal has been confirmed.

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Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Paramount Skydance's reported settlement with California and other states that sued to block its acquisition of Warner Bros. Discovery has cleared a major legal hurdle, sending WBD sharply higher. The community is celebrating the rally while debating whether to lock in gains or hold through the expected closing, with some cautioning that the state AG called the settlement no endorsement of the merger and a separate Writers Guild lawsuit remains pending.

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IREN Expands Its 5GW+ Pipeline: Can Execution Match Ambition?

IREN rapidly pivots to AI infrastructure, with 5GW+ of power secured and billions in contracted ARR fueling its expansion.

CORZ Stock Gets AMD Boost, While HUT, CIFR, WULF Shares Win Tenant Nod As Wells Fargo Backs Bitcoin Miners’ AI Pivot

Equity

Wells Fargo initiated coverage of Core Scientific, Hut 8, Cipher Mining and TeraWulf with ‘Overweight’ ratings.


Bitcoin Mining Faces A Shakeout As CORZ, KEEL, IREN, CIFR Get Ready To Exit, Says CoinShares

CoinShares said on Tuesday that at least 35 EH/s of computing power will leave the listed miners in the third quarter.


Can APLD Turn Power-Advantaged Sites Into an AI Data Center Edge?

Applied Digital is turning power-advantaged sites into AI capacity, with 1.4 GW of contracted critical IT load tied to about $36 billion in lease revenue.

Core Scientific Director Purchases 7,000 Shares

Key PointsThe transaction was valued at $134,330...

Core Scientific Director Elizabeth Crain Buys 6,000 Shares

Core Scientific Director Elizabeth Crain Buys 6,000 Shares...

Core Scientific Executive Todd Duchene Sells 10,000 Shares

Key PointsThe transaction involved 10,000 shares executed at a weighted average price of $16.234 per share, resulting in a total value of ~$162,300 on August 31, 2026...

APLD's Hyperscaler Concentration Grows: Are Revenues at Risk?

Applied Digital has $36B in contracted lease revenues, but $20B tied to one hyperscaler heightens concentration risk despite long-term safeguards.

Core Scientific Enters Into $600 Mln Of Committed Senior Secured Credit Facilities

(RTTNews) - Core Scientific, Inc. (CORZ) has entered into $600 million of committed senior secured credit facilities, consisting of a $100 million revolving credit facility and $500 million letter of credit facility. The proceeds of borrowings under the revolving credit facility...

Core Scientific Secures $600 Million of Senior Secured Credit Facilities

Core Scientific, Inc. (Nasdaq: CORZ) (Core Scientific or the Company), a leader in digital infrastructure for high-density colocation (HDC), today announced that it has entered into $600 million of committed senior secured credit facilities, consisting of a $100 million revolving credit facility...

Core Scientific, Inc. engages in the business of operating a purpose-built facility for digital asset mining and provision of blockchain infrastructure, software solutions, and services. It operates under the Mining and Hosting segments. The Mining segment focuses on bitcoin mining for the company's own account. The Hosting segment includes blockchain infrastructure and third-party hosting business. The company was founded by Michael Jeffrey Levitt and Darin Feinstein on December 13, 2017 and is headquartered in Dover, DE.

Core Scientific Inc - Ordinary Shares - New

Neutral Sentiment

Nebius ($NBIS)

CoreWeave ($CRWV)

IREN ($IREN)

Applied Digital ($APLD)

Neocloud stocks are on a tear in 2026, with CoreWeave, Nebius, IREN and Applied Digital posting massive gains on surging AI infrastructure demand. Which neocloud are you most bullish on to lead the rest of the year?

Which neocloud stock are you most bullish on for the rest of 2026? 
 
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Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	-$0.05	--	--	N/A
Q2 '26	-$0.06	-$3.32	-5201.40%	MISSED
Q1 '26	-$0.06	-$1.06	-1575.49%	MISSED
Q4 '25	-$0.16	$0.42	356.79%	BEAT
Q3 '25	-$0.07	-$0.46	-558.89%	MISSED

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Upcoming Earnings: Q3 '26

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