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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 debating whether guidance, subscriber engagement and ad growth can offset concerns about slowing growth and the content slate. Sentiment leans bearish amid the stocks decline and traders claims of repeated post-earnings selloffs, though some see low expectations as room for a rebound.

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 and forward guidance are the dominant focus, particularly whether AI and data-center revenue can justify heavy capital spending. Traders are split between expecting a profitable report and rally and worrying about debt, spending, valuation, and an upcoming share unlock.

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 and heavy buying have fueled attention as traders anticipate the 80th-event trigger and final-analysis results for SELLASs Phase 3 REGAL trial of GPS. Some also read the CEOs anniversary remarks and planned ASH presence as possible buyout signals, but others stress there is no confirmed deal or trial result and that the price move may be trading activity.

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 A

Alphabet Inc Class A

Alphabets reported Willow quantum-computing advanceusing magic state cultivation to cut errors roughly 40-foldhas sparked interest, though traders question whether it will matter to the stock near term as the share price remains weak. Conversation also centers on the upcoming earnings report and whether the recent pullback is a buying opportunity or reflects broader tech and AI-spending 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 selling off despite plans to pursue a Monee financial-services IPO and launch an AI cloud business. Traders debate whether the moves could unlock value or instead add uncertainty and spending, while many point to the stocks sharp technical breakdown; some view the decline as an overreaction.

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 rise is being attributed mainly to strength across biotech, with traders also citing Silence Therapeutics acquisition as a signal of broader pharma interest in siRNA. The community is divided on whether the move reflects sector momentum or company-specific buying; speculation about a data leak remains unconfirmed.

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

IRENs steep selloff is drawing attention amid broader funding and return concerns for AI-focused neoclouds, with traders also questioning the companys execution, dilution and delayed Horizon capacity. Co-CEO Daniel Roberts comments that data-center construction has been cash-funded and customer prepayments help finance GPUs are cited by bulls, but have not eased the bearish debate or frustration that IREN is lagging peers.

Alphabet Inc - Ordinary Shares - Class C

Alphabets pullback ahead of earnings has traders debating whether Google Cloud and Gemini growth can justify heavy AI infrastructure spending. Bulls view the weakness as a buying opportunity, while bears worry that rising capex, uncertain AI returns and broader AI financing concerns could weigh on the stock.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

The FAAs certification of Boeings 737 MAX 10 is driving attention, with traders debating its significance because the model represents a substantial part of the MAX backlog. The stocks weak reaction has fueled a sell the news discussion, as many focus on whether Boeing can increase production and deliveries enough to improve cash generation.

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 falling despite a third-quarter earnings and revenue beat and a new buyback authorization, as investors focus on a narrowed full-year profit outlook with its midpoint unchanged rather than an upgrade. Traders are split between viewing the selloff as overdone given stronger cash-flow guidance and capital returns, and seeing the outlook and softer vehicle sales as reasons for caution.

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Moderna is drawing attention as traders position around the detailed Phase 3 results for its personalized melanoma cancer vaccine with Merck at ESMO, following a positive topline readout. Bulls see the data as validation of its oncology platform, while skeptics warn that the sharp rally may have priced in strong results and could reverse on a sell-the-news reaction.

The move appears tied to trader positioning ahead of an anticipated ESMO presentation of Phase 3 data for Modernas personalized melanoma vaccine, intismeran autogene; community discussion also reflects expectations for broader oncology updates, though those remain speculative.

Stocktwits Pharma Pulse: Moderna-Merck Cancer Vaccine Grabs Spotlight As Kidney-Cancer And MS Data Pour In 

Equity

Humacyte, Vera, Maze and Climb Bio will present dialysis-access and kidney-disease findings at ASN Kidney Week.

Moderna Just Joined the Nasdaq-100. Here's What That Means for Investors.

Key PointsThe recent meteoric rally of MRNA shares has made Moderna a massive company...

Nurse Deemed 'Not Disabled Enough' For Payout After COVID Jab Paralysis

Nurse Deemed 'Not Disabled Enough' For Payout After COVID Jab Paralysis

 Authored by Steve Watson via Modernity.news,

An NHS nurse in the UK has been denied compensation despite being permanently damaged by a COVID vaccine during a trial.

Marie-Claire Hoyle, who volunteered for the...

Move Aside, Moderna: This mRNA Stock Is Sitting on a Cash Pile and a Deep Cancer Pipeline

Key PointsA 16.6 billion euro cash balance gives BioNTech room to fund trials, partnerships, and a $1 billion share repurchase program...

Why Did MRNA, KO, V Stocks Climb To 52-Week Highs Today? 

Moderna’s upcoming cancer vaccine data, Coca-Cola’s new KFC beverage partnership and Visa’s expanding services business stoked investor interest.


Dow Sees Best Day In Over A Month As Investors Rotate Out Of AI Trade On Overspending Concerns — CRWV, META, SPCX, PEP In Focus

U.S. producer prices came in hot, growing at 6.3% in September, the highest since 2022, following heightened CPI data in the previous session.


MRNA Stock Hits Fresh 52-Week Highs As Goldman Raises Target Ahead Of Melanoma Vaccine Data

Goldman Sachs analyst Salveen Richter raised the firm’s price target on Moderna to $137 from $120 while maintaining a Neutral rating.

Nike, Moderna, Walmart Get a Lift as Traders Flee AI Stocks

Concerns about tech companies overspending on AI prompted investors to rotate out of the trade and seek value elsewhere.?read more...

Moderna, Google DeepMind, Biocon on AI in Science

Moderna, Google DeepMind, Biocon on AI in Science...

MRNA Stock Gains Over $4B in a Week: Time to Buy, Hold or Sell?

Moderna gains $4.2 billion in a week on cancer-vaccine optimism and Nasdaq-100 inclusion. Can its growth prospects justify its premium valuation?

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

Bullish Sentiment

<ul class="summary-bullets"><li><a class="mention" data-mention="$MRNA" data-symbol-id="MRNA" href="https://stocktwits.com/symbol/MRNA" target="_blank">Moderna</a> and Merck will present Phase 3 melanoma findings on Saturday for their personalized cancer treatment combined with Keytruda.</li><li>Arcus will share Casdatifan kidney-cancer data on Tuesday, while Achieve presents yearlong smoking and vaping cessation findings.</li><li>TG Therapeutics and Kyverna will present CAR-T findings in neurological diseases, including progressive multiple sclerosis.</li></ul><p>The biotech spotlight will move from kidney cancer to Huntington’s disease and personalized cancer treatment this week, as Arcus Biosciences (RCUS), Alnylam (ALNY), Moderna (MRNA) and Merck (MRK) deliver clinical updates amid a busy schedule of earnings and medical conferences.</p><p>The<a href="https://stocktwits.com/symbol/XLV">&nbsp;Health Care Select Sector SPDR Fund (XLV)</a> gained 3% last week, outperforming the<a href="https://stocktwits.com/symbol/SPY">&nbsp;SPDR S&amp;P 500 ETF Trust (SPY)</a>, which fell 2%, and the<a href="https://stocktwits.com/symbol/QQQ">&nbsp;Invesco QQQ Trust (QQQ)</a>, down 6%. The<a href="https://stocktwits.com/symbol/IBB">&nbsp;iShares Biotechnology ETF (IBB)</a> declined 2.2%, trailing SPY but holding up better than QQQ, while the<a href="https://stocktwits.com/symbol/XBI">&nbsp;SPDR S&amp;P Biotech ETF (XBI)</a> dropped 6%.</p><p><img src="https://news.stocktwits-cdn.com/pharma_pulse_14c016fc9d.png" alt="pharma pulse.png"></p><p>&nbsp;</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Date</td><td>Ticker/Event</td><td>Development</td></tr><tr><td>Oct.19</td><td>EPRX / UEG Week</td><td>Oral presentation on tissue changes following EP-104GI treatment in eosinophilic esophagitis</td></tr><tr><td>Oct.19</td><td>IMTX / TNGX / ORIC</td><td>Scheduled publication of regular ESMO abstracts</td></tr><tr><td>Oct.20</td><td>RCUS</td><td>New ARC-20 Casdatifan kidney-cancer finding and investor event&nbsp;</td></tr><tr><td>Oct.20</td><td>ACHV / CHEST</td><td>Presentation of 52-week ORCA-OL Cytisinicline efficacy data</td></tr><tr><td>Oct.20</td><td>RGNX</td><td>Sura-vec wet-AMD investor event&nbsp;</td></tr><tr><td>Oct.21</td><td>ABT / DHR / TMO</td><td>Q3 results</td></tr><tr><td>Oct.21</td><td>KYTX / IMUX</td><td>Stiff person syndrome and progressive MS presentations</td></tr><tr><td>Oct.22</td><td>RHHBY / ARGX</td><td>Roche’s quarterly sales update and Argenx’s results</td></tr><tr><td>Oct.22</td><td>VERA / HUMA</td><td>Origin 3 kidney-disease analysis and interim Phase 3 dialysis-access findings</td></tr><tr><td>Oct.22</td><td>TGTX / ZBIO</td><td>Briumvi, Obexelimab and Orelabrutinib presentations</td></tr><tr><td>Oct.23</td><td>ALNY / TGTX / KYTX</td><td>Huntington’s disease and progressive-MS clinical updates</td></tr><tr><td>Oct 23</td><td>TNGX</td><td>Pancreatic-cancer investor webcast</td></tr><tr><td>Oct.23</td><td>IMTX / BHVN / CATX</td><td>Early-stage cancer-treatment presentations at ESMO</td></tr><tr><td>Oct.24</td><td>MRNA / MRK / CMPX / IMTX</td><td>Melanoma, biliary tract cancer and Prame-program findings</td></tr><tr><td>Oct.24</td><td>VERA / MAZE / CLYM</td><td>Clinical presentations at ASN Kidney Week</td></tr></tbody></table></figure></div><h2 class="st-heading-2"><strong>Arcus And Achieve Lead Early Data Watch</strong></h2><p>Arcus Biosciences (RCUS) will present kidney-cancer findings on Tuesday from its ARC-20 study of Casdatifan. The update covers initial treatment combinations: Casdatifan plus Cabozantinib in 43 previously treated patients, and Casdatifan alone in 121 more heavily treated patients. Median follow-up is about 21 months for the Cabozantinib combination and 28 months for Casdatifan alone.</p><p>Achieve Life Sciences (ACHV) will present year-long Cytisinicline findings on Tuesday at CHEST in Phoenix. The ORCA-OL study enrolled 475 adults who smoked or vaped and received the drug alongside behavioral support. Results include lab-confirmed measures of quitting. Achieve plans to resubmit its smoking-cessation application in the fourth quarter after a June FDA rejection that the company said concerned manufacturing and labeling, with no clinical efficacy or safety deficiencies identified.</p><p>Eupraxia Pharmaceuticals (EPRX) will present on Monday at UEG Week in Barcelona on tissue changes following EP-104GI treatment for eosinophilic esophagitis, an inflammatory condition that can make swallowing difficult. The findings come from the early, open-label Resolve study, while interim results from its randomized Phase 2b portion are expected in December.</p><p>RegenXBio (RGNX) will review its sura-vec treatment for wet age-related macular degeneration at a Tuesday investor event ahead of trial results expected in the fourth quarter.</p><h2 class="st-heading-2"><strong>Roche And Argenx Take Results Spotlight</strong></h2><p>Roche (RHHBY) will report third-quarter sales on Thursday. First-half sales grew 6%, excluding currency effects but fell 2% in Swiss francs. Growth was led by Xolair, Hemlibra, Ocrevus, Phesgo and Vabysmo.</p><p>Argenx (ARGX) also reported on Thursday, following positive Phase 2 findings for its celiac-disease treatment FB102 and its decision to stop its Phase 3 Sjogren’s disease trial after an interim analysis indicated it was unlikely to succeed. Abbott (ABT), Danaher (DHR) and Thermo Fisher Scientific (TMO) report on Wednesday.</p><h2 class="st-heading-2"><strong>Neurological CAR-T Studies In Focus</strong></h2><p>TG Therapeutics (TGTX) will present its first Phase 1 Azer-cel results in primary progressive multiple sclerosis (MS) on Friday at MSToronto2026, with the full abstract due Wednesday. The treatment uses genetically modified donor immune cells. Other presentations cover seven-year Briumvi outcomes, findings from routine care and a simplified initial dosing schedule.</p><p>Kyverna Therapeutics (KYTX) will present one-year Phase 2 Kysa-8 findings for miv-cel in stiff person syndrome on Wednesday, followed by updated results from a physician-led Phase 1 study in progressive MS on Friday.</p><p>Immunic (IMUX) will share longer-term progressive-MS findings from Calliper on&nbsp; Wednesday. Zenas BioPharma (ZBIO) follows on Thursday with Phase 2 MS findings for Obexelimab and Orelabrutinib.</p><h2 class="st-heading-2">Huntington’s And Cancer Data Close Trading Week</h2><p>Alnylam Pharmaceuticals (ALNY) will present initial Phase 1 ALN-HTT02 results on Friday at the European Huntington’s Disease Network congress in Krakow. Developed with Regeneron, the investigational RNA-interference treatment targets huntingtin, the protein implicated in Huntington’s disease.</p><p>Tango Therapeutics (TNGX) will hold a pancreatic-cancer webcast on Friday discussing Vopimetostat combined with Daraxonrasib or Zoldonrasib. The study involves patients with MTAP-deleted, RAS-mutant cancers.&nbsp;</p><h2 class="st-heading-2"><strong>Kidney Week Puts HUMA And VERA In Focus</strong></h2><p>Humacyte (HUMA) will present interim Phase 3 V012 results on Thursday, comparing its tissue-engineered vessel with a conventional fistula for dialysis access in women with end-stage kidney disease. The company targets a supplemental FDA application this quarter.</p><p>Vera Therapeutics (VERA) will present its Origin 3 final efficacy analysis on Thursday, following the September announcement of the results. Saturday brings separate interim Phase 2 Pioneer findings in IgA nephropathy and primary membranous nephropathy.</p><p>Maze Therapeutics (MAZE) presents additional detail from its previously reported Phase 2 Horizon kidney-disease study on Saturday. Climb Bio (CLYM) presents healthy-volunteer CLYM116 findings on Thursday and preliminary Phase 2 Budoprutug results in primary membranous nephropathy on Saturday.</p><h2 class="st-heading-2"><strong>Moderna And Merck Lead ESMO’s Saturday Watchlist</strong></h2><p>ESMO opens on Friday in Madrid. Moderna (MRNA) and Merck (MRK) will present Phase 3 INTerpath-001 melanoma findings on Saturday, testing individualized treatment intismeran autogene plus Keytruda against Keytruda alone after surgery.</p><p>The companies previously announced improvements in recurrence-free and distant-metastasis-free survival. Overall-survival evaluation continues. Moderna will also host an investor webcast on Saturday.</p><p>Compass Therapeutics (CMPX) presents Companion-002 findings on Saturday. Tovecimig plus Paclitaxel improved response rates and progression-free survival in previously treated biliary tract cancer, but did not demonstrate a statistically significant overall-survival benefit. Compass says the FDA recommended another trial demonstrating a survival benefit before an application.</p><p>Immatics (IMTX) presents IMA203CD8 cell-therapy findings on Friday, followed Saturday by IMA402 bispecific data and Anzu-cel melanoma follow-up. Biohaven (BHVN), Perspective Therapeutics (CATX) and Eikon Therapeutics (EIKN) also have early-stage cancer presentations on Friday.</p><p>Additional presentations include Incyte’s (INCY) CDK2-inhibitor findings on Friday and colorectal-cancer bispecific data on Saturday, alongside Regeneron’s (REGN) final Phase 2 analysis of Cemiplimab before surgery in cutaneous squamous-cell carcinoma on Saturday.</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/tsla-stock-musk-tesla-value-optimus-cybercab-analyst-flying-halo-car-luring-buyers/cZx8eXmRBtv">TSLA Stock Rises Overnight: Musk Bets Tesla’s Value On Optimus, Cybercab — Analyst Sees Flying ‘Halo Car’ Luring Buyers&nbsp;</a></p>

In this photo illustration, silhouette of hands in medical gloves hold a medical syringe and a vial in front of Pfizer,Biontech,AstraZeneca,Moderna,Johnson & johnson,Novavax,Merck and Janssen logos. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Stocktwits Pharma Pulse: Moderna-Merck Cancer Vaccine Grabs Spotlight As Kidney-Cancer And MS Data Pour In

iShares Biotechnology ETF

Merck & Co Inc

Regeneron Pharmaceuticals, Inc.

Regenxbio Inc

TG Therapeutics Inc

Tango Therapeutics Inc

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$CMPS

$SOUN

$MRNA

$LCID

Compass Pathways ($CMPS), SoundHoundAI ($SOUN), Moderna ($MRNA), and Lucid Group ($LCID) are four of the most searched and talked-about stocks among retail investors this morning. Which are you most bullish? Drop your reasoning in the comments.

Which of these trending stocks are you most bullish on for the next 5 years - $CMPS, $SOUN, $MRNA, or $LCID?

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COMPASS Pathways

SoundHound AI Inc

Lucid Group Inc

Which of these trending stocks are you most bullish on for the next 5 years - 

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Traders are closely watching the upcoming Phase 3 melanoma data readout on October 24, expecting a major binary catalyst at ESMO.

Critics argue that current valuation reflects unrealistic peak sales and ignores cash burn, leading to high-profile sell ratings.

Bulls and shorts are locked in a fierce intraday battle around $225-$240, fueled by high volume and constant swing trading.

Investors are actively scouting for potential followers like SLS that could mimic previous major sector run-ups if clinical data aligns.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	-$1.09	--	--	N/A
Q2 '26	-$1.98	-$1.97	0.53%	BEAT
Q1 '26	-$4.45	-$3.40	23.53%	BEAT
Q4 '25	-$2.54	-$2.11	17.07%	BEAT
Q3 '25	-$2.12	-$0.51	75.96%	BEAT

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