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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 quarterly earnings beat, first reported profit since its IPO, and strong outlook for AI-computing growth have driven bullish discussion, with traders also pointing to sharply higher planned infrastructure spending as support for the broader AI trade. Others question the valuation and whether heavy capital needs, potential dilution, and upcoming share unlocks could limit gains; Tesla merger discussions are a secondary topic, with no deal assured.

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 fiscal first-quarter update, with revenue and gross-margin expectations raised on stronger AI-platform demand, is driving the discussion. Many traders see the update as a major beat that could prompt short covering and a valuation reassessment, while skeptics remain cautious about the companys execution and credibility.

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 on profit with revenue roughly in line, but softer fourth-quarter guidance, slowing growth and a reduced advertising outlook triggered a sharp selloff. Traders are divided between buyers who view the reaction as overdone given the companys profitability and buybacks, and bears concerned about engagement, competition and weaker growth prospects.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla and SpaceX have formed independent committees to explore a potential merger, fueling intense speculation that the companies could combine; no agreement has been reached, and a deal is not certain. Traders are divided between enthusiasm about possible synergies and concerns that the merger is speculative or could disadvantage Tesla shareholders, with earnings also in focus.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Loop Capitals downgrade and concerns about weaker iPhone shipments, slowing demand, and rising memory costs are weighing on AAPL ahead of earnings. Traders are divided: bears see the concerns and high valuation as reasons for caution, while bulls point to strong iPhone Duo preorder demand and dismiss the downgrade.

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. 

Nebius is caught in a volatile selloff and rebound across AI neocloud stocks, as traders weigh financing and debt concernsespecially around CoreWeaveagainst expectations for continued AI-compute demand. Bulls argue Nebius is better positioned than some peers and view the pullback as an opportunity, while bears remain concerned about funding costs, sector weakness, and whether the AI buildout will generate adequate returns.

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 drawing attention amid a sharp selloff in neocloud and AI-data-center stocks, as traders debate financing risks and whether the sectors buildout can deliver returns; many highlight IRENs weakness relative to peers, while bulls point to the co-CEOs claims that its data centers are cash-funded and customer demand remains strong.

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.

Myriad Genetics agreement to sell its prenatal testing business to Labcorp for cash is driving the sharp move, with traders viewing the proceeds as a way to strengthen the balance sheet and fund its cancer-testing business. The reaction is divided: bulls welcome the cash and strategic focus, while skeptics worry that divesting a revenue-generating unit leaves the remaining business with lower revenue and unresolved debt and execution risks.

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

Reports of large Chinese orders for export-compliant Nvidia GPUs are drawing attention, with demand reportedly outstripping planned supply. Traders see the orders as evidence of resilient demand but debate why the shares remain weak amid broader concerns about AI spending, financing, and semiconductor-sector volatility.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps sharp rally and unusually heavy bullish call activity are driving attention, alongside an activist proposal for Snap to sell a minority stake in its Specs AR-glasses unit to fund development and unlock value. Traders are largely optimistic about a breakout and Specs potential, though some warn the move may fade and are waiting for earnings to confirm improving ad demand and execution.

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INOVIO Announces Favorable Judgment in Litigation with VGXI, Inc. and GeneOne Life Science

INOVIO Announces Favorable Judgment in Litigation with VGXI, Inc. and GeneOne Life Science INOVIO Announces Favorable Judgment in Litigation with VGXI, Inc. and GeneOne Life SciencePR NewswirePLYMOUTH MEETING, Pa., Oct. 20, 2026 PLYMOUTH MEETING, Pa., Oct. 20, 2026 /PRNewswire/ -- INOVIO...

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.


FDA Backs PFE's Tukysa Combo in Front-Line Maintenance Breast Cancer

Pfizer's Tukysa combo regimen wins FDA approval for frontline maintenance breast cancer treatment, extending its use beyond the second-line setting.

PGEN Stock Up More Than 50% in 3 Months: Here's What You Should Know

Precigen is building momentum with Papzimeos sales growth, a European regulatory review and progress across its AdenoVerse pipeline.

PGEN vs. IRWD: Which Biotech Stock Offers Better Growth Potential?

Precigen's Papzimeos and Ironwood's Linzess are driving growth, but competition, pipeline progress and single-product reliance shape each biotech's outlook.

Can PGEN's AdenoVerse Pipeline Create Growth Beyond Papzimeos?

Precigen's Papzimeos is gaining commercial momentum, while its pipeline potential through the AdenoVerse platform could create new growth opportunities.

Precigen Gains 43% in 3 Months: Is It an Indication to Buy the Stock?

PGEN's Papzimeos is driving strong early sales, while European expansion and pipeline progress could shape the stock's growth outlook.

Can Papzimeos Drive Precigen's Growth Through the Rest of 2026?

Papzimeos is fueling Precigen's growth, with sales more than doubling sequentially in Q2 and demand continuing to rise in 2026.

INOVIO to Participate in Upcoming Investor Conferences

INOVIO to Participate in Upcoming Investor Conferences INOVIO to Participate in Upcoming Investor Conferences PR Newswire PLYMOUTH MEETING, Pa., Sept. 1, 2026 PLYMOUTH MEETING, Pa., Sept. 1, 2026 /PRNewswire/ -- INOVIO (NASDAQ:INO), a biotechnology company focused on developing and commercializing...

INOVIO Reports Second Quarter 2026 Financial Results and Recent Business Highlights

INOVIO Reports Second Quarter 2026 Financial Results and Recent Business Highlights INOVIO Reports Second Quarter 2026 Financial Results and Recent Business Highlights PR Newswire PLYMOUTH MEETING, Pa., Aug. 12, 2026 U.S. Food and Drug Administration (FDA) review of Biologics License Application...

Inovio Pharmaceuticals, Inc. engages in the provision of designed DNA medicines to treat and protect people from infectious diseases, cancer, and diseases associated with human papillomavirus. Its product pipeline includes VGX-3100, INO-3107, INO-5410, INO-4800, and PENNVAX-GP. The company was founded by David B. Weiner on June 29, 1983 and is headquartered in Plymouth Meeting, PA.

Inovio 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

Agios Pharmaceuticals Inc

Glaxosmithkline plc - ADR

Sun Pharmaceutical Industries Ltd.

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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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