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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.

BioCrysts continued share-price weakness despite growing ORLADEYO sales is fueling frustration with management and its acquisition-led strategy, including concerns about debt, dilution, and HAE competition. Bullish holders point to reported strength in pediatric demand and future Navenibart and Netherton data, while skeptics see those pipeline prospects as uncertain and the stock as persistently undervalued.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention amid a steep slide to record lows, with traders linking the weakness to concerns about Trumps political prospects ahead of the midterms and the companys limited business traction. Discussion is overwhelmingly bearish, though some traders see a possible short-term bounce.

Myriad Genetics, Inc. is a molecular diagnostics and precision medicine company committed to advancing health and well-being for all. It develops and commercializes molecular tests that help patients and providers uncover genetic insights. The company was founded by Walter A. Gilbert, Mark H. Skolnick, and Peter D. Meldrum in May 1991 and is headquartered in Salt Lake City, UT.

Myriad Genetics, Inc.

Myriads agreed sale of its prenatal testing business to Labcorp is driving the sharp rally, with traders viewing the deal as a balance-sheet and strategic reset. Others argue the unit was a meaningful revenue source and question whether the remaining business can overcome operating and debt concerns.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Sea shares are under heavy selling pressure, with traders focused on the proposed Monee public listing or spin-off and debating whether it could weaken Seas remaining business or eventually benefit shareholders who receive Monee shares. Some also point to insider selling and a technical breakdown, while others view the separation as potentially positive; the discussion does not establish a single confirmed cause for the selloff.

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

A sharp rebound is fueling speculation about a potential buyout, with traders reading the CEOs 15th-anniversary message and conference plans as possible signals. The discussion also centers on the Phase 3 REGAL trials pending 80-event trigger and SLS009 data, though no deal or new trial result is confirmed, and skeptics emphasize the binary clinical risk.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GEs strong third-quarter earnings beat and raised 2026 outlook have been overshadowed by a sharp share-price decline, with traders debating whether robust orders and services demand can outweigh weaker free cash flow, cost pressures, and an insurance-business loss. Some view the selloff as an overreaction to solid results, while others question margins and cash conversion.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following segments: Walmart U.S., Walmart International, and Sam's Club U.S. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club U.S. segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmarts rally is drawing attention amid a defensive rotation out of technology and into consumer staples, with traders also citing Deutsche Banks upgrade to Buy. Bulls point to the stocks momentum and value-focused consumer demand, while skeptics argue its elevated valuation could make the safe-haven trade vulnerable if technology stocks rebound.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTX is drawing attention after a quarterly earnings beat and raised full-year outlook, alongside record backlog and strong missile demand. Traders praised the results but debated the muted, negative share-price reaction, with some expecting a stronger rally.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GMs quarterly earnings beat was overshadowed by a narrowed full-year profit outlook with an unchanged midpoint, prompting a sharp selloff despite a higher free-cash-flow outlook and a new share-buyback authorization. Traders are split between viewing the drop as a buying opportunity given cash generation and buybacks, and seeing the guidance as a sign of weaker prospects.

Northrop Grumman Corp. engages in the provision of advanced aircraft systems. It operates through the following segments: Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. The Aeronautics Systems segment is involved in the design, development, production, integration, sustainment, and modernization of advanced aircraft systems for the U.S. Air Force, the U.S. Navy, other U.S. government agencies, and international customers. The Defense Systems segment includes integrated battle management systems, weapons systems and aircraft, and mission systems sustainment and modernization. The Mission Systems segment offers advanced mission solutions and multifunction systems, primarily for the U.S. defense and intelligence community, and international customers. The Space Systems segment delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, launch and strategic missile systems for national security, civil government, commercial, and international customers. The company was founded by John K. Northrop, Thomas V. Jones, and Kent Kresa in 1939 and is headquartered in Falls Church, VA.

Northrop Grumman Corp.

Northrop Grummans quarterly results, raised 2026 earnings outlook and record backlog are driving attention, with traders highlighting strong defense demand and the earnings-related share gain. The reaction is broadly bullish, though some remain cautious about whether the move can hold after the stocks prior weakness.

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LRCX to Report Q1 Earnings: Should You Buy, Hold or Sell the Stock?

Lam Research gears up for Q1 earnings, with surging AI and memory chip demand, rising DRAM spending and advanced packaging technologies expected to fuel growth.

Stocktwits AI Roundup: AI Chip Selloff Deepens, CoreWeave Debt Concerns And Apple’s China AI Launch 

Equity

Mounting concerns about AI investment rattled chipmakers and infrastructure providers this week. 


KLAC Surges 64.5% in a Year: Should You Buy, Sell, or Hold the Stock?

KLA's surging AI-driven semiconductor demand, expanding $12.6B backlog, and strong revenue outlook reinforce its growth prospects and market leadership.


ASML Q3 Earnings Call Highlights Capacity Expansion Plans

ASML plans further capacity expansion as AI-driven chip demand outpaces equipment supply, with stronger memory investments and pricing gains shaping its outlook.

Should You Trade ASML Stock With Caution Despite Q3 Earnings Beat?

ASML's Q3 earnings beat and AI-driven demand signal growth, but revenue misses, capacity constraints and rising costs raise concerns about the stock's outlook.

TSM Stock Still Caught In AI Chip Rout Despite Record Q3 Profit And Bright Outlook: Retail Stays Bullish 

TSMC said Q4 revenue will rise 61% compared to 51% growth in Q3.

ASML CEO Says China Competition Risk Is ‘Pretty Low,’ Country Still Has A ‘Long, Long Way To Go’

CEO Christophe Fouquet said on the earnings call that concerns about China developing competing lithography tools have persisted for 25 years, but the underlying facts have not changed.


ASML Holding Q3 2026 Earnings Call Transcript

On Wednesday, ASML Holding (NASDAQ:ASML) discussed third-quarter financial results during its earnings call. The full transcript is provided below.
This content is powered by Benzinga APIs. For comprehensive financialread more...

ASML Q3 Earnings Beat on Strong Upgrade Demand, Revenues Miss

ASML's Q3 2026 earnings beat estimates despite a revenue miss, as AI-driven lithography demand, surging upgrade sales and higher margins fueled growth.

Zacks Investment Ideas feature highlights: Meta Platform, Micron, SK Hynix, SanDisk and and ASML

Micron, SK Hynix and SanDisk face AI-driven selling, but disputed revenue figures, overstated slowdowns and China's chipmaking limits may ease investor fears.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

Bullish Sentiment

<ul class="summary-bullets"><li><a class="mention" data-mention="$SOXX" data-symbol-id="SOXX" href="https://stocktwits.com/symbol/SOXX" target="_blank">SOXX</a> fell 10.2% in the week through Thursday.</li><li>CoreWeave plunged 15% on Wednesday, triggered by a drop in its bond prices.</li><li>Apple reportedly plans to launch Apple Intelligence in China in December.</li></ul><p>A sharp selloff in chip and AI-linked stocks dominated the conversation this week, spilling over into markets across Asia despite strong quarterly results from TSMC and ASML. Investors also grew wary of the financial health of neocloud operators, while reports suggested Apple was finally gearing up to launch its AI features in China.</p><p>Here are the top headlines:</p><h2 class="st-heading-2"><strong>Chip Stocks Extend Selloff</strong></h2><p>U.S. semiconductor stocks fell sharply in the week amid fresh fears over the sustainability of AI spending and high valuations of major players in the sector. Concerns over CoreWeave’s plummeting bond prices, a Gartner report warning about the future of neocloud businesses, and hotter-than-expected inflation fueled the selloff.</p><p>The iShares Semiconductor ETF (SOXX) shed 10.2% in the week through Thursday, with Intel (INTC) and Micron (MU) falling over 9%.&nbsp;</p><h2 class="st-heading-2"><strong>CoreWeave Debt Concerns</strong></h2><p>CoreWeave shares slumped as investors scrutinized the debt financing behind its AI infrastructure expansion. CRWV&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-flashes-red-again-analyst-says-it-could-be-first-casualty-in-ai-downturn-retail-sniffs-opportunity/cZxWoVYRBA0">plunged</a> 15.5% on Wednesday after Bloomberg reported that the company’s unsecured debt due in 2032 fell below 80 cents on the dollar, a level widely seen as the threshold for financial strain. Shares recovered on Thursday, although the weekly drop stood at 15%.</p><h2 class="st-heading-2"><strong>Anthropic IPO Valuation Expectations Ease To $1.5 Trillion</strong></h2><p>Some Anthropic investors are&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-ipo-some-investors-reportedly-weigh-lower-1-5-trillion-valuation-as-ai-lab-s-revenue-growth-slows/cZx0A7URBrH">considering</a> a valuation of around $1.5 trillion for the AI startup’s anticipated IPO, below the earlier expectation of $2 trillion. Slowing sequential revenue growth and rising AI financing costs have prompted investors to reassess the company’s valuation.</p><h2 class="st-heading-2"><strong>TSMC, ASML Results Highlight AI Chip Demand</strong></h2><p>Strong results and upbeat outlooks from Taiwan Semiconductor Manufacturing Co. (TSMC) and ASML Holding (ASML) eased concerns about a potential slowdown in AI chip demand, setting a positive tone ahead of hyperscalers’ earnings reports in the coming weeks.</p><p>ASML&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asml-raises-sales-forecast-for-a-third-time-but-q3-sales-miss-sends-stock-lower-earnings-selloff-spreads-to-mu-sndk-intc/cZxfWHbRBp9">raised</a> its 2026 sales outlook for a third time, while TSMC&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsm-stock-still-caught-in-ai-chip-rout-despite-record-q3-profit-and-bright-outlook-retail-stays-bullish/cZxWnqCRBAO">projected</a> a 51% revenue increase in the ongoing quarter. Their shares still fell amid the broader chip selloff.</p><h2 class="st-heading-2"><strong>China Approves Alibaba AI Models For Apple’s iPhones</strong></h2><p>Apple Inc. is gearing up to release its artificial intelligence platform in mainland China, after it received approval from Beijing after a lengthy process, Bloomberg reported.</p><p>The iPhone maker is planning to launch Apple Intelligence in the region in December as part of an upcoming iOS 27.3 update, according to Bloomberg’s sources, although the launch will exclude the new Siri AI assistant.</p><h2 class="st-heading-2"><strong>How Did Tech Stocks Move?</strong></h2><p>Shares of AI infrastructure firms Intuit, Inc. (INTU) and Shopify, Inc. (SHOP) were among the top gainers in the Nasdaq-100, rising 9.6% and 8.3%, respectively.</p><p>The Invesco QQQ Trust Series 1 (QQQ) fell 3.1%, while Rocket Lab Corp. (RKLB) plunged 19.2%, emerging as the biggest loser in the week.</p><p>&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-ipo-some-investors-reportedly-weigh-lower-1-5-trillion-valuation-as-ai-lab-s-revenue-growth-slows/cZx0A7URBrH">Anthropic IPO: Some Investors Reportedly Weigh Lower $1.5 Trillion Valuation As AI Lab’s Revenue Growth Slows</a></p><p>&nbsp;</p>

Representative image of an automated robotic arm gripping a CPU inside of a circuit board factory. (Photo by luza studios/Getty Images)

Mounting concerns about AI investment rattled chipmakers and infrastructure providers this week. 

Stocktwits AI Roundup: AI Chip Selloff Deepens, CoreWeave Debt Concerns And Apple’s China AI Launch

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