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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 quarterly earnings report is the dominant focus, with traders watching guidance, subscriber engagement and advertising growth amid concerns about slowing growth, content quality and competition; recent leadership changes and layoffs add to the debate. Bulls see pessimism as overdone, while bears expect further weakness, leaving sentiment sharply divided ahead of the report.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas rally and renewed attention center on traders positioning ahead of the full Phase 3 melanoma cancer-vaccine data presentation at ESMO, following previously positive topline results. Bulls see the readout as validation of a broader oncology platform, while skeptics argue the rally has outpaced the evidence and could unwind in a sell-the-news reaction.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

SRPTs sharp move is drawing attention as shares push above recent technical resistance, while traders point to anticipated DM1 and FSHD siRNA data as potential catalysts. Some see strength or possible short covering, while others caution that past rallies have faded and no new catalyst is confirmed in the discussion.

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 on elevated volume has traders speculating about a news leak or buyout, partly reading CEO Angelos Stergious anniversary message as a signal; neither claim is confirmed. The main underlying focus is the Phase 3 REGAL trials final analysis, triggered at 80 deaths after 78 were last disclosed: bulls interpret the wait as a possible sign of longer survival, while skeptics note the results remain uncertain.

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

GM shares are under pressure after a quarterly earnings beat failed to offset a narrowed full-year profit outlook that left the midpoint unchanged; weaker U.S. sales and market share also weighed on the reaction. Traders are split between viewing the selloff as overdone given stronger cash-flow guidance and a new buyback, and focusing on the lack of a higher profit outlook.

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 earnings beat and raised outlook have been met with a sharp selloff, prompting frustration and debate over why strong demand and guidance have not supported the shares. Traders point to profit-taking and elevated expectations, while cost pressures, weaker cash conversion and an insurance-unit loss have raised questions about margins and the quality of the results.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is under pressure amid broader concerns about neocloud funding, debt, and whether AI infrastructure spending will generate adequate returns; co-CEO Daniel Roberts comments that the data centers were cash-funded and customer prepayments help cover GPU costs are being cited as reassurance. Traders are split between viewing the selloff as an oversold buying opportunity and expecting further downside, with many frustrated that IREN has lagged peers.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapports Phase 2 RAP-219 trial in bipolar mania met its primary and secondary endpoints, driving attention alongside analyst upgrades. Traders are divided over the modest placebo-adjusted symptom improvement and concerns about discontinuations and agitation, with some viewing the data as a positive proof of concept and others arguing the rally may fade.

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

Seas sharp selloff is being tied by traders to uncertainty around a potential Monee listing and the planned Sea Cloud launch, with concerns about spending and competition adding to the pressure. Some see the moves as an overreaction and remain positive on Seas growth and business fundamentals, while others fear the new initiatives could weigh on the stock.

Cardano is a blockchain platform built on academic research that enables smart contracts and decentralized applications while using significantly less energy than traditional cryptocurrencies like Bitcoin.   What sets Cardano apart is its methodical, research-driven approach — every major feature is peer-reviewed by scientists and cryptographers before being added to the network. This careful process aims to create a more secure and stable foundation compared to platforms that prioritize speed over thorough testing. The platform's native cryptocurrency, ADA, is used to send money, pay transaction fees, and participate in network governance.  Cardano uses a proof-of-stake system to process transactions, which works differently from Bitcoin's mining approach. Instead of competing to solve complex puzzles, users can "stake" their ADA — essentially locking it up temporarily — to become validators who verify transactions. The system selects validators based on how much ADA they've staked and for how long, then rewards them with additional ADA for their participation. This approach uses far less energy than traditional mining while keeping the network secure. The platform also features a two-layer design that separates basic payment transactions from smart contract operations, allowing each function to be optimized independently for better performance.   ADA holders can earn staking rewards by locking up their tokens to help secure the network, vote on proposed changes to the platform, and use ADA for international money transfers with lower fees than traditional services.  Cardano was founded in 2017 by Charles Hoskinson, who previously helped create Ethereum. Hoskinson leads Input Output Global (IOG), the technology company that builds and maintains Cardano's core software. The ecosystem operates through three organizations: IOG handles technical development, the Cardano Foundation promotes adoption and standardization, and Emurgo helps businesses integrate blockchain technology into their operations. This structure distributes responsibilities across multiple groups rather than concentrating control in a single entity.   In February 2025, major asset manager Grayscale Investments filed to create an exchange-traded fund (ETF) for Cardano with the U.S. Securities and Exchange Commission, which would allow traditional investors to buy ADA through their regular brokerage accounts without needing to set up cryptocurrency wallets.

Cardano

ADAs weak, range-bound trading and exposure to broader crypto-market selling dominate the discussion, with many traders frustrated by failed rallies and warning of more downside. Others view the pullback as consolidation and say they are accumulating or holding, while watching technical resistance and Bitcoins direction.

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Disney Stock Rallies on Q3 Earnings Beat: ETFs to Consider

Disney's Q3 earnings spark a stock rally. Here's a closer look at the results and the ETFs with exposure to the entertainment giant.

DIS Stock Gains After Disney Announces Plan To Move Merchandise Business Closer To Pixar, Marvel, Star Wars Studios

Equity

Disney shares were on track to hit an over one-month high in pre-market trade.


Disney-Heavy ETFs to Watch After Impressive Q2 Earnings 

Disney's earnings beat, streaming momentum and parks growth put ETFs with heavy exposure to the company in focus.

Disney’s New CEO Josh D’Amaro Takes Over: Will He Deliver On The Big Bets In Experiences And AI?

D’Amaro is set to oversee an ambitious $60 billion, decade-long expansion plan spanning theme parks, cruise ships, and residential “Storyliving” communities.

Disney Beats on Q3 Earnings, Bets Big on NFL: ETFs in Focus

VOX, XLC, FCOM, RSPC and BNGE are in focus as DIS beats Q3 EPS estimates and seals a game-changing NFL media deal.


Disney ETFs in Focus Post Q2 Earnings

First Trust Exchange-Traded Fund VI - First Trust S-Network Streaming and Gaming ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Disney CEO Josh D’Amaro told investors that the company plans to move most of its consumer products business into its Entertainment division beginning in fiscal 2027.</li><li>He said the restructuring will better align merchandise revenue with the studios creating its intellectual property.</li><li>Disney also agreed to sell its 50% stake in A+E Global Media to Hearst for approximately $1.2 billion and announced a new content partnership with TikTok.</li></ul>Shares of Disney (DIS) climbed in pre-market trade o Wednesday after the entertainment giant announced a major restructuring that will move most of its consumer products business into its Entertainment division, alongside mixed quarterly earnings..<a href="https://stocktwits.com/symbol/DIS">DIS stock</a> gained as much as 5% in pre-market trade and was on track to hit a more than one-month high before the opening bell. The shares were also among the top trending tickers on Stocktwits at the time of writing.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/DIS_2026_08_05_08_06_01_d2848820f5.png" alt="DIS_2026-08-05_08-06-01.png" width="2644" height="1588"><figcaption>DIS stock performance year-to-date. | Source: TradingView</figcaption></figure>Although revenue of $25.2 billion came in slightly below Wall Street estimates of $25.4 billion, Disney reported adjusted earnings per share (EPS) of $2.06, ahead of analysts' expectations of $1.85. Net income for the second-quarter (Q2) rose to $2.63 billion.<h2 class="st-heading-2">Disney Brings Consumer Products Closer to Its Studios</h2>CEO Josh D'Amaro stated that starting in the first quarter of fiscal 2027, Disney will move most of its consumer products business from the Disney Experiences segment into its Entertainment division. This would place the merchandising and licensing business closer to the studios studios creating hits like Toy Story, Marvel films, Star Wars and Frozen.“We believe this shift will have strategic and operational benefits by bringing the monetization of our IP through consumer products closer to the studios that create that IP,” he wrote. “Additionally, we believe this presentation will better reflect the returns our Entertainment segment is generating from the content it produces and make our Entertainment segment more comparable to peer reporting methodologies.”Meanwhile, the Disney Experiences division, which currently includes theme parks, cruise operations and consumer products, generated $10 billion revenue in Q2, up 10% from a year earlier.&nbsp;<h2 class="st-heading-2">Toy Story 5 Shows Why Disney Is Making the Change</h2>In his letter to shareholders, D'Amaro stated that Toy Story 5 was one of the company's biggest success stories this quarter, saying the film's release lifted engagement across the broader franchise.The company said the film helped push the Toy Story franchise past 2 billion hours streamed on Disney+, while merchandise tied to the franchise reached record sales. Consumer products generated $1.1 billion in quarterly revenue, marking its strongest year-over-year growth in five years.The restructuring puts merchandise licensing and consumer products under the same division that develops franchises like Toy Story, making it easier to coordinate content creation with merchandising opportunities.<h2 class="st-heading-2">Disney Announces Hearst And TikTok Deals</h2>Disney announced that it has agreed to sell its 50% stake in A+E Global Media to Hearst for approximately $1.2 billion, with the transaction expected to close in September.The company also unveiled a global partnership with TikTok that will bring curated Disney creator content to Disney+ through a new feature called Verts, beginning with a U.S. pilot later this year.<figure class="image"><img src="https://news.stocktwits-cdn.com/image_20_1ba56db84f.png" alt="image (20).png" width="1267" height="695"><figcaption>DIS stock retail sentiment on August 5 as of 7:45 a.m. ET | Source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment around DIS stock remained in ‘bullish’ territory over the past day, accompanied by chatter at ‘high’ levels. Platform data showed an over 40% jump in message volume.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tom-lee-forecasts-2027-best-stock-market-years-spacex-fed/cZoT9mXRJdB">Tom Lee Predicts 2027 Will Be One Of Stock Market's ‘Best Years’ As SpaceX, Fed Risks Fade</a>

Tourists visit Shanghai Disney Resort on August 1, 2026 in Shanghai, China. The theme park has seen a surge in visitor numbers during the summer season. (Photo by VCG/VCG via Getty Images)

Disney shares were on track to hit an over one-month high in pre-market trade.

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SpaceX ($SPCX) reports earnings after the close today. What do you expect?

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SpaceX

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BNGE First Trust Exchange-Traded Fund VI - First Trust S-Network Streaming and Gaming ETF

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