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DraftKings is under pressure after a weaker-than-expected quarterly report and a sharply reduced outlook, with traders focused on heavy spending to expand its Predictions business and the impact on profitability. Many see competition from Kalshi and Polymarket and question managements spending, while some argue the core sportsbook is still growing and the selloff is overdone.

Traders are focused on the approaching FDA decision on Capricors deramiocel application for Duchenne muscular dystrophy, citing HOPE-3 upper-limb data and a support letter from 28 physician-scientists. Many expect approval and point to short interest and call activity as potential fuel for a squeeze, while others stress that a rejection or complete response letter remains possible and the outcome is uncertain.

Fireflys three-year engine-supply, licensing, and engineering agreement with AST SpaceMobile for its planned heavy-lift rocket is driving attention. Traders largely view the deal as a major boost to Fireflys backlog and funding outlook, while some remain cautious about execution, undisclosed payment details, and whether the stock can sustain its sharp move.

AppLovins strong quarterly results, higher outlook, and expanded share-repurchase authorization have driven a sharp rally, with traders highlighting its AI-powered advertising model and cash generation. Bulls see the results as evidence of renewed growth, while skeptics warn that the surge may be overextended and question whether ad growth can persist.

Axons quarterly results missed expectations and the company lowered its full-year outlook, citing federal procurement delays, driving a sharp selloff. Traders are split between viewing the drop as an overreaction and buying opportunity and warning that valuation and weak price action could leave further downside.

Modernas stronger-than-expected quarterly results, surprise profit and raised revenue outlook are driving a sharp, volatile rally. Traders are split on whether vaccine sales mark a durable recovery or whether the gains are overextended given cash burn and valuation; early cancer-pipeline data adds to the bullish case but remains preliminary.

Western Digital is drawing attention as part of a sharp selloff in memory and semiconductor stocks, with traders pointing to worries that political uncertainty and resistance to data-center expansion could weigh on AI infrastructure spending. Some see the decline as sector-wide panic and a buying opportunity given WDCs business prospects, while others fear the AI-storage cycle may cool; traders also note no clear company-specific news behind the drop.

Schwab and thinkorswim platform disruptions are dominating discussion, with users reporting login failures, delayed or unavailable order functions, and inaccurate account or market data. Traders are frustrated and some say they may move to other brokers; Schwabs notice says execution is unaffected by the reporting delay and cautions against resubmitting orders because that could create duplicates.

Coinbase is under pressure amid weak crypto trading activity, Bitcoins slide, and contagion concerns after the Binance hack, with a Morgan Stanley downgrade adding to the bearish mood. Many traders cite fresh lows and fear more downside, while some see the selloff as overdone or expect customers to shift from Binance to Coinbase.

Broadcom is drawing attention amid a sharp AI and semiconductor selloff, with traders focused on fears that data-center permitting and hyperscaler spending could slow, alongside concerns about customer concentration and AI financing. Bulls call the decline an overreaction and cite continued AI demand, while bears point to weak price action and question whether spending can sustain growth.