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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 stronger-than-expected Q3 results and rapid growth in AI compute revenue drove the post-earnings rally. Bulls welcomed the growth and profitability, while skeptics questioned the heavy capital spending, cash burn, valuation, and ambitious expansion targets.

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 forward guidance and a reduced advertising-revenue outlook, prompting concern about slowing growth and execution in its ad business. Traders are split between viewing the selloff as an overreaction and buying opportunity and expecting further downside amid competition and questions about future growth.

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 Micros preliminary quarterly update sharply raised its revenue and gross-margin outlook on strong AI-platform demand, prompting a largely bullish reaction and talk of renewed momentum. Some traders remain cautious, questioning whether margins, cash flow and execution can sustain the improvement when full results are reported.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

The Dows relative strength and blue-chip rotation are drawing attention as technology and AI stocks face pressure amid inflation, yield, and oil concerns; traders disagree over whether this reflects healthy rotation or broader market weakness. Earnings and defensive names have helped support the Dow, while others remain cautious about choppy, uneven trading.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

SpaceXs strong AI-compute demand commentary and expansion plans lifted sentiment toward Nebius and other neoclouds, with traders treating the news as evidence that compute demand remains strong. The rebound is debated: some see a recovery or short squeeze, while others view it as a temporary bounce amid persistent concerns about AI infrastructure financing and the sectors recent selloff.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is drawing attention amid a volatile AI-chip trade: traders linked an after-hours rebound to SpaceXs strong results and continued AI infrastructure spending, alongside Super Micros upbeat sales outlook and Jensen Huangs GTC Berlin keynote. The bullish view sees those developments as evidence of durable demand for Nvidia hardware, while skeptics remain concerned about high AI spending, financing risks and the stocks weak recent performance.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

SpaceXs strong results and Super Micros raised outlook have fueled an AI-related rebound in QQQ and chip stocks, with traders debating whether robust compute demand justifies heavy investment. Some see the news as support for the tech rally, while others remain concerned about AI companies debt, capital spending and returns, and describe QQQs price action as choppy.

Vanguard Index Funds - Vanguard Morningstar Total Stock Market ETF

Vanguard Total Stock Market ETF

Discussion centers on the broad U.S. market outlook, with many traders warning of correction risks from elevated inflation, oil and bond yields, government debt, and AI-related valuations and spending. Others favor VTI as a diversified long-term holding, advocating steady contributions and buying market dips rather than trying to time a downturn.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

BRUN is drawing attention after a steep selloff alongside other AI-infrastructure and neocloud stocks, with traders citing higher rates, weaker sector sentiment, and concerns about financing and execution. Bulls point to its recent multiyear AI-compute contract and sizable backlog, while skeptics want to see the contracted demand translate into revenue and cash flow, with Q3 results viewed as an important test.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS is drawing attention as traders await the 80th-event milestone and final survival analysis from its Phase 3 REGAL trial of GPS; the previously disclosed event count was 78, and no new result is confirmed in the discussion. The sharp, high-volume rebound has fueled bullish speculation about a catalyst, short squeeze, or buyout, while skeptics stress that the trial outcome and timing remain uncertain.

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A Phase 3 Win and a 130% Takeover Premium Lit Up Rare Blood-Disease Stocks on Monday

A Phase 3 Win and a 130% Takeover Premium Lit Up Rare Blood-Disease Stocks on Monday A Phase 3 Win and a 130% Takeover Premium Lit Up Rare Blood-Disease Stocks on MondayPR NewswireNEW YORK, Oct. 20, 2026 NEW YORK, Oct. 20, 2026 /PRNewswire/ -- Market Updates News Commentary- Two unrelated...

FDA Decision Watch: What Investors Need To Know About Four Upcoming Drug Rulings

Equity

Investors are set to turn their focus on FDA decisions on experimental treatments for hepatitis B, RRP, sickle cell disease and psoriatic arthritis.


Danaher Gears Up to Post Q3 Earnings: What Lies Ahead for the Stock?

DHR's Q3 results are due Oct. 21, with growth in Biotechnology, Diagnostics and Life Sciences expected to boost revenues, while rising costs and currency headwinds weigh on earnings.

AGIO Stock Sinks 29% in Three Months: Here's What You Need to Know

Agios faces a narrower growth path as tebapivat setbacks shift focus to mitapivat sales, SCD expansion and regulatory prospects.

Agios' Growth Story Hinges on Mitapivat's Commercial Expansion

AGIO's mitapivat is driving growth as Aqvesme gains traction, while an SCD opportunity and pipeline setbacks increase its importance.

Revolution Medicines (RVMD) Up 6.6% Since Last Earnings Report: Can It Continue?

Revolution Medicines (RVMD) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Agios Pharmaceuticals, Inc. - AGIO

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Agios Pharmaceuticals, Inc. - AGIO INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Agios Pharmaceuticals, Inc. - AGIO PR Newswire NEW YORK, Aug. 6, 2026 NEW YORK, Aug. 6, 2026...

AGIO Q2 Earnings Beat Estimates, Revenues Increase Year Over Year

Agios tops Q2 revenue and earnings estimates as Aqvesme's launch and Pyrukynd sales fuel growth, while advancing its hematology pipeline.

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Agios Pharmaceuticals, Inc. - AGIO INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Agios Pharmaceuticals, Inc. - AGIO PR Newswire NEW YORK, July 30, 2026 NEW YORK, July 30, 2026...

Agios Pharmaceuticals (AGIO) Reports Q2 Loss, Beats Revenue Estimates

Agios Pharmaceuticals (AGIO) delivered earnings and revenue surprises of +9.14% and +97.29%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Agios Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in a research engine, multiple novels, and investigational therapies in preclinical development. It focuses on cellular metabolism and classical hematology. The company was founded by Lewis Clayton Cantley, Tak W. Mak, Craig B. Thompson and Shin-Shan Michael Su on August 7, 2007 and is headquartered in Cambridge, MA.

Agios Pharmaceuticals Inc

Bullish Sentiment

<ul class="summary-bullets"><li><a class="mention" data-mention="$GSK" data-symbol-id="GSK" href="https://stocktwits.com/symbol/GSK" target="_blank">GSK</a>’s hepatitis B treatment achieved a functional cure in 19% of patients in two late-stage trials.</li><li>Inovio’s therapy reduced the need for repeated surgeries in 81.3% of patients with recurrent respiratory papillomatosis.</li><li>Agios is seeking accelerated approval for Mitapivat for patients aged 16 and older with sickle cell disease.</li></ul>After clearing several new and expanded drug uses last week, most notably ImmunityBio’s (IBRX) Anktiva for an additional form of bladder cancer, all eyes now turn to the U.S. Food and Drug Administration’s (FDA) decisions on drugs to treat hepatitis B, respiratory disease, and sickle cell disease.The momentum continues over the next couple of weeks, with the FDA set to issue decisions on GSK (GSK), Sun Pharmaceutical Industries (SUNPHARMA), Inovio Pharmaceuticals (INO), and Agios Pharmaceuticals (AGIO).<img src="https://news.stocktwits-cdn.com/FDA_Decisions_a4eb0d9031.png" alt="FDA Decisions.png"><h2 class="st-heading-2">FDA’s Verdict On GSK’s Hepatitis B Treatment On Oct. 26</h2>The FDA is likely to announce its decision on GSK’s Bepirovirsen, an experimental treatment for adults with chronic hepatitis B, on October 26. The drug is designed to reduce the production of proteins that allow the virus to multiply and help the immune system control the infection, potentially without the need for continuous treatment.The application is supported by Phase 3 B-Well 1 and B-Well 2 trials, in which 19% of eligible patients receiving Bepirovirsen alongside standard treatment achieved a functional cure, compared with none receiving standard treatment alone. A functional cure means the hepatitis B virus remains suppressed without treatment.Among patients with lower viral activity at the start of the study, the functional cure rate was 26%.The FDA granted the application Priority Review and Breakthrough Therapy designation, as the disease affects about 1.7 million people in the United States, according to GSK.<h2 class="st-heading-2">Inovio’s RRP Therapy In Focus</h2>Investors will then focus on Inovio Pharmaceuticals, whose INO-3107, an experimental treatment for adults with recurrent respiratory papillomatosis (RRP), is expected to receive a regulatory decision on October 30.RRP is a rare disease caused by certain strains of human papillomavirus (HPV), which leads to recurring growths in the respiratory tract. Patients often require repeated surgeries to remove these growths.INO-3107 is designed to help the immune system attack HPV-infected cells. Inovio is seeking an accelerated approval, with the disease reportedly affecting an estimated 14,000 people in the U.S.In a Phase 1/2 study of 32 patients, 81.3% required fewer surgeries in the year following treatment, while 28.1% required no surgeries during or after treatment.<h2 class="st-heading-2">Agios Awaits Decision On Mitapivat</h2>With Mitapivat already approved for certain inherited blood disorders, Agios is now seeking an accelerated approval for patients aged 16 and older with sickle cell disease, which can lead to anemia and potential organ damage. The decision is expected on November 1.The oral drug activates an enzyme called pyruvate kinase, which helps red blood cells produce energy and function more effectively.The Phase 3 Rise Up trial, which involved 207 patients, supports the application. In the study, 40.6% of patients receiving Mitapivat achieved a meaningful increase in hemoglobin levels, compared with 2.9% receiving placebo.Additional analyses also showed that patients receiving Mitapivat were less likely to require blood transfusions.<h2 class="st-heading-2">Sun Pharma Wants To Expand Ilumya’s Use</h2>India-based Sun Pharmaceutical Industries, which recently expanded its U.S. operations with the acquisition of Organon (OGN), is awaiting FDA’s decision on Ilumya, an injectable treatment that is being expanded for the treatment of active psoriatic arthritis.Ilumya works by blocking interleukin-23 (IL-23), a protein involved in inflammation. The drug was first approved in the U.S. in 2018 to treat moderate-to-severe plaque psoriasis.Sun Pharma is seeking approval to expand Ilumya’s use beyond skin symptoms to patients with joint-related disease, with a decision awaited on October 29.<h2 class="st-heading-2">How Have AGIO, INO, GSK And Sun Pharma Performed So Far This Year?</h2>Retail sentiment surrounding AGIO, GSK and INO trended in the ‘bullish’ territory, and ‘neutral’ for Sun Pharma.<img src="https://news.stocktwits-cdn.com/YTD_Biotech_1_f3e6a5a9bc.png" alt="YTD Biotech (1).png">The stocks’ movement so far this year has been mixed, with Agios Pharma gaining 15.2%, while Sun Pharma has risen 1.8%. In contrast, GSK has edged 0.2% lower, while Inovio Pharmaceuticals has plunged 43.4%, the worst performer in this cohort.Also read:<a href="https://stocktwits.com/news-articles/markets/equity/rtx-counter-drone-orders-aerovironment-palantir-defense-ai/cZxjx4bRBtI">&nbsp;Stocktwits Defense Watch: RTX Continues Deal Momentum, Ondas-Palantir Launch AI Firm As AeroVironment Strike Four International Deals</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a medicine pill is seen in a hand dressed in a medical glove with the U.S. FDA logo in the background. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images) 

GSK’s hepatitis B treatment achieved a functional cure in 19% of patients in two late-stage trials.

GSK, INO, AGIO And Sun Pharma Await Key FDA Rulings In October That Could Shape Their Drug Pipelines

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Inovio Pharmaceuticals Inc

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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$AGIO   Still chasing an executive team of failures 
Fouse 
Goff 
Milanova
Jones 
Guehens
Your Merlin activities, saving Lancelot, won’t work here 
The FDA doesn’t give out fake approvals !!! 
@Merlintrader ….keep up the pump…has the check cleared ?

Pete lamb

$AGIO  not a bright choice …plagued with liars and executives that sell the stock, never buy it 
No real innovators left here, just money people sucking on thr tit , a previous scientist , Bowden’s discoveries . !!! 
Goof ball Goff took over after useless Jackie Fouse and LIAR SCHENKIEN . There you have it , they were inadequate, return the goods , credit your credit card, for as Kastanza said :
@Stonky_Mcprofitface

Sunday date, Friday decision in practice ngl
$AGIO Nov 1 PDUFA is 12 days out, Priority Review for mitapivat in sickle cell, accelerated approval path. RISE UP had hemoglobin response at 40.6 percent vs 2.9 on placebo, it is already approved in thalassemia, and it is trading at 36.37 today after closing Monday at 34.90. quiet for the next name on the FDA clock imo

BioSwings™

$AGIO   No !!! Morgan Stanley is dumping shares for insiders.
They feel sorry that they can’t create value . But they got a check from Goof Ball Goff to do it

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