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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs earnings beat was overshadowed by softer revenue guidance, a reduced advertising outlook, and concerns about slowing growth, prompting analyst downgrades and price-target cuts. Traders are split between viewing the outlook and competition concerns as signs of a deeper growth problem and treating the selloff as an overreaction and buying opportunity.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro sharply raised its preliminary fiscal Q1 outlook on stronger AI-platform demand and improved gross-margin expectations, driving a rally. Traders largely welcomed the demand signal and speculated about a short squeeze, while skeptics questioned whether margins, cash flow and execution can sustain the move.

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

SpaceXs strong third-quarter results, including its first profit as a public company and rapid AI-compute growth, prompted a rally and a wave of analyst upgrades. Traders are broadly upbeat, while skeptics point to heavy capital spending and upcoming share unlocks; a possible Tesla merger is also being discussed but remains exploratory.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&Ts earnings beat and higher outlook failed to prevent a selloff, with traders pointing to postpaid phone additions falling short of expectations. The reaction is debated as either concern about subscriber momentum and lingering SpaceX competition or an overreaction to otherwise solid results, with some investors buying the dip.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strives preferred-stock offering and continued Bitcoin purchases are driving discussion, with bulls viewing the financing as fuel for treasury growth while skeptics warn that dilution and preferred-dividend obligations could weigh on common shareholders.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabets upcoming earnings have traders focused on Google Cloud growth and whether AI investments can generate returns, amid widespread concern about heavy capital spending and speculation it could rise further. The debate is split between dip-buyers citing Alphabets AI and cloud businesses and bearish traders worried about spending, search disruption, and the shares persistent weakness.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is drawing attention after a steep memory-stock selloff amid fears that Chinese rival CXMT could intensify competition and pressure memory prices, alongside broader weakness in chip stocks. Traders are split between viewing the shares as oversold ahead of earnings and expecting further declines as sector and competitive risks persist.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is drawing attention for its sharp pullback and weak price action ahead of earnings, with traders watching whether cloud growth and AI investment can translate into returns. The discussion is split between dip-buyers citing its AI and quantum-computing progress and bearish traders focused on underperformance, technical support, and heavy capital spending.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BCRX is drawing attention amid persistent share-price weakness despite community references to ORLADEYO growth and profitable results, fueling criticism of management and calls for buybacks or a sale. Some traders point to future navenibart and Netherton data and continued ORLADEYO growth as potential catalysts, while skeptics focus on dilution, debt and uncertainty around the companys acquisition-led strategy.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Early Phase 1 azer-cel findings in progressive MS are the main focus, with traders highlighting reported deep B-cell depletion and disability or MRI signals as a potential growth story beyond BRIUMVI. The reaction is broadly optimistic but tempered by the small, preliminary study and uncertainty about whether the data will translate into meaningful clinical benefit; some also note the stocks muted, choppy response.

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Axcelis Announces Timing and Availability of Third Quarter 2026 Results and Conference Call

Axcelis Announces Timing and Availability of Third Quarter 2026 Results and Conference Call Axcelis Announces Timing and Availability of Third Quarter 2026 Results and Conference CallPR NewswireBEVERLY, Mass., Oct. 21, 2026 BEVERLY, Mass., Oct. 21, 2026 /PRNewswire/ -- Axcelis Technologies, Inc...

Axcelis to Begin Construction of New Manufacturing Facility in Pyeongtaek, Korea

Axcelis to Begin Construction of New Manufacturing Facility in Pyeongtaek, Korea Axcelis to Begin Construction of New Manufacturing Facility in Pyeongtaek, KoreaPR NewswireBEVERLY, Mass., Oct. 20, 2026 $35 Million Investment Will Expand Axcelis' Manufacturing Capacity and Enable the Company to...

Axcelis Technologies (ACLS) Dips More Than Broader Market: What You Should Know

In the most recent trading session, Axcelis Technologies (ACLS) closed at $108.35, indicating a -5.87% shift from the previous trading day.

Here's How Much You Would Have Made Owning Axcelis Technologies Stock In The Last 15 Years

Axcelis Technologies (NASDAQ:ACLS) has outperformed the market over the past 15 years by 10.55% on an annualized basis producing an average annual return of 23.64%. Currently, Axcelis Technologies has a marketread more...

Axcelis Technologies (ACLS) Stock Slides as Market Rises: Facts to Know Before You Trade

In the closing of the recent trading day, Axcelis Technologies (ACLS) stood at $142.31, denoting a -3.69% move from the preceding trading day.

Here's How Much $1000 Invested In Axcelis Technologies 15 Years Ago Would Be Worth Today

Axcelis Technologies (NASDAQ:ACLS) has outperformed the market over the past 15 years by 10.06% on an annualized basis producing an average annual return of 23.67%. Currently, Axcelis Technologies has a marketread more...

Axcelis Technologies (ACLS) Stock Moves 2.29%: What You Should Know

In the closing of the recent trading day, Axcelis Technologies (ACLS) stood at $115.74, denoting a +2.29% move from the preceding trading day.

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Axcelis Announces Sponsorship and Participation in the 23rd International Conference on Silicon Carbide and Related Materials (ICSCRM 2026)

Axcelis Announces Sponsorship and Participation in the 23rd International Conference on Silicon Carbide and Related Materials (ICSCRM 2026) Axcelis Announces Sponsorship and Participation in the 23rd International Conference on Silicon Carbide and Related Materials (ICSCRM 2026)PR NewswireBEVERLY...

ASX Up 230.9% in the Past Year: Should You Capitalize on the Euphoria?

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Axcelis Technologies, Inc. engages in the manufacture of capital equipment for the semiconductor chip manufacturing industry. Its ion implantation systems product line includes high and medium current, and energy implanters. It also offers post-sales equipment service and support, such as spare parts, equipment upgrades, used equipment, maintenance services, and customer training. The company was founded in 1978 and is headquartered in Beverly, MA.

Axcelis Technologies Inc

Axcelis Stockholders Approve Merger With Veeco To Create Semiconductor Equipment Company

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Neutral Sentiment

<ul class="summary-bullets"><li>The companies said the merger completion would remain subject to other customary closing conditions, including the final regulatory approval from China’s State Administration.</li><li>The deal was announced in October 2025, for the companies to combine in an all-stock merger to create a semiconductor equipment company with an enterprise value of about $4.4 billion.&nbsp;</li><li>The merged entity is expected to increase its total addressable market to over $5 billion, with greater exposure to artificial intelligence and the corresponding demand for power solutions.</li></ul>Axcelis Technologies, Inc. (ACLS) and Veeco Instruments Inc. (VECO) announced on Friday that the companies’ stockholders have approved a merger deal.The merger deal between the two companies is expected to close in the second half of 2026.The companies said the merger completion would remain subject to other customary closing conditions, including the final regulatory approval from China’s State Administration.<a href="https://stocktwits.com/symbol/ACLS">Shares of ACLS</a> closed up 5.63% on Friday, and continued to rise by over 0.88% after-hours.Meanwhile, <a href="https://stocktwits.com/symbol/VECO">shares of VECO</a> ended the session almost 6% higher, and declined about 0.26% after market close.<h2 class="st-heading-2">Deal Contours</h2>In October 2025, the companies announced a definitive agreement to combine in an all-stock merger that would create a semiconductor equipment company with an enterprise value of about $4.4 billion.Under the terms of the deal, Veeco shareholders are expected to receive 0.3575 Axcelis shares for each share they own. After the deal completion, Axcelis shareholders are expected to own about 58%, and Veeco shareholders are expected to own approximately 42% of the combined company.Veeco's $230 million in outstanding 2029 convertible bonds will be assumed by the combined company in connection with the transaction, the companies said.<h2 class="st-heading-2">Deal Rationale</h2>The companies said that the merged entity would result in a leading semiconductor equipment company with an attractive operating profile, a robust R&amp;D innovation engine, and an expanded product portfolio with opportunities for cost and revenue synergies.The merged entity is expected to increase its total addressable market to over $5 billion, with greater exposure to artificial intelligence and the corresponding demand for power solutions. The deal is also expected to result in an annual run-rate cost synergies of $35 million within 24 months following closing, with the majority likely to be achieved within the first 12 months.The companies also noted that on a pro-forma basis for FY24, the combined company generated revenue of $1.7 billion, non-GAAP (Generally Accepted Accounting Principles) gross margin of 44%, and adjusted core profit of $387 million, as of October 2025."This merger capitalizes on the core competencies of both Veeco and Axcelis to address our customers' critical needs," Dr. Bill MiIler, Chief Executive Officer of Veeco, said at the time."With increased R&amp;D scale, the combination of these two exceptional businesses will accelerate our ability to solve material challenges, enable advanced chip manufacturing and build an even stronger company that can deliver superior value for all stakeholders," MiIler added.The combined company is also expected to execute a share repurchase program after the deal closes.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around ACLS shares remained in the ‘neutral’ territory over the past 24 hours amid ‘normal’ message volumes.Meanwhile, retail sentiment around VECO shares were in the ‘bearish’ territory over the past 24 hours amid ‘normal’ message volumes.ACLS shares have gained more than 31% in the past year, while VECO shares have risen over 21% in the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-smx-shares-rally-today/cZbFVxNR4FF">SMX Shares Rallied Over 129% Today — Here’s Why</a> &nbsp;

In this photo illustration, an Axcelis Technologies company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Axcelis Technologies said the deal is expected to close in the second half of 2026.

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