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Zoom Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Zoom Communications Inc. - Ordinary Shares - Class A

Traders are debating whether Zoom can turn AI features into meaningful growth as competitors bundle similar tools and companies cut meeting seats alongside headcount. Skeptics see a mature, low-growth business with limited upsell potential, while some investors point to its AI strategy and valuation as reasons for optimism ahead of earnings.

CRISPR Therapeutics AG is a gene editing company, which engages in the development of transformative gene-based medicines for serious diseases using its proprietary CRISPR/Cas9 platform. Its CRISPR/Cas9 platform is a gene editing technology that allows for precise, directed changes to genomic DNA. The firm offers a portfolio of therapeutic programs across a broad range of disease areas including hemoglobinopathies, oncology, regenerative medicine, and rare diseases. The company was founded by Rodger Novak, Emmanuelle Charpentier, Shaun Patrick Foy, Matthew Porteus, Daniel Anderson, Chad Cowan, and Craig Mellow on October 31, 2013 and is headquartered in Zug, Switzerland.

CRISPR Therapeutics AG

Attention centers on clinical updates for CRISPR Therapeutics gene-editing pipeline, particularly zugo-cels early autoimmune-disease results and the CTX310 cardiovascular program. Traders see the data as potential validation of the pipeline, while others caution that small patient groups, unresolved safety questions, and doubts about whether lipid reductions translate into clinical benefit temper enthusiasm; CASGEVYs commercial rollout is a secondary focus.

Direxion Shares ETF Trust - Direxion Daily Homebuilders & Supplies Bull 3X ETF

Direxion Daily Homebuilders & Supplies Bull 3X Shares

NAIL is drawing attention after a sharp homebuilder-sector rally followed by a pullback, with traders debating whether the move has further momentum or is due for a breather. The leveraged funds swings are closely tied to Treasury yields and mortgage-rate expectations, while some traders also point to call-heavy options activity.

Vertex Pharmaceuticals, Inc. is a global biotechnology company, which engages in the business of discovering, developing, manufacturing, and commercializing small molecule drugs for patients with serious diseases. The firm focuses on development and commercializing therapies for the treatment of cystic fibrosis, infectious diseases including viral infections such as influenza and bacterial infections, autoimmune diseases such as rheumatoid arthritis, cancer, inflammatory bowel disease and neurological disorders including pain and multiple sclerosis. The company was founded by Joshua S. Boger in 1989 and is headquartered in Boston, MA.

Vertex Pharmaceuticals, Inc.

Attention centers on povetacicepts upcoming FDA decision for IgA nephropathy, following positive Phase 3 RAINIER results; traders are bullish on its potential as a new growth pillar, though approval and commercial upside remain uncertain. Q3 results also drew mixed reactions, with revenue growth and raised guidance weighed against an adjusted EPS miss and concerns about valuation.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

A large, multi-year AST SpaceMobile agreement for Firefly engines, engine-technology licensing and engineering support is driving attention, with traders viewing it as a major backlog and technology-validation boost. The reaction is largely bullish after the sharp rally, though some question the deals cash-versus-stock terms and Fireflys ability to execute without dilution; NASA lunar-contract eligibility is a secondary positive theme.

Bausch Health Cos., Inc. engages in the development, manufacture and market of a range of branded, generic and branded generic pharmaceuticals, medical devices and over-the-counter products. It operates through the following segments: Salix, International, Solta Medical, Diversified Products, and Bausch + Lomb. The Salix segment consists of sales in the U.S. of GI products. Sales of the Xifaxan product line. The International segment comprises of sales, except for sales of Bausch + Lomb products and Solta aesthetic medical devices, outside the U.S and Puerto Rico of branded pharmaceutical products, branded generic pharmaceutical and OTC products. The Solta Medical segment refers to global sales of Solta Medical aesthetic medical devices. The Diversified Products segment covers sales in the U.S. of pharmaceutical products in the areas of neurology and certain other therapeutic classes, generic products, ortho dermatologic, and dentistry products. The Bausch + Lomb segment are global sales of Bausch + Lomb vision care, surgical and ophthalmic pharmaceuticals products. The company was founded on March 29, 1994, and is headquartered in Laval, Canada.

Bausch Health Companies Inc

Bausch Healths stronger-than-expected third-quarter results and raised full-year outlook have driven a sharp rally, with traders also pointing to debt reduction and a share repurchase authorization. The reaction is broadly bullish, though some remain cautious about the companys heavy debt burden and are taking profits; speculation about changes involving Bausch + Lomb remains unconfirmed.

Nasdaq, Inc. is a holding company, which engages in trading, clearing, exchange technology, regulatory, securities listing, information, and public and private company services. It operates through the following segments: Capital Access Platforms, Financial Technology, and Market Services. The Capital Access Platforms segment delivers liquidity, transparency, and integrity to the corporate issuer and investment community by empowering clients to effectively navigate the capital markets, achieve their sustainability goals, and drive governance excellence. The Financial Technology segment offers platforms that improve the liquidity, transparency, and integrity of the global economy by architecting and operating the markets. The Market Services segment includes equity derivative trading and clearing, cash equity trading, fixed income, currency, and commodities trading. The company was founded by Gordon S. Macklin in 1971 and is headquartered in New York, NY.

Nasdaq Inc

Nasdaq-linked attention is centered on volatility and a tech-led pullback, with traders debating whether rate concerns, AI-stock selling and geopolitical risks signal a deeper correction or a buying opportunity. Some posts also point to Nasdaqs earnings and planned extended-hours trading, but the broader discussion is split between bearish caution and dip-buying optimism.

BWX Technologies, Inc. engages in the supply and provision of nuclear components and products. It operates through the Government Operations and Commercial Operations segments. The Government Operations segment manufactures naval nuclear reactors, including the related nuclear fuel, for the U.S. Naval Nuclear Propulsion Program for use in submarines and aircraft carriers. The Commercial Operations segment fabricates commercial nuclear steam generators, nuclear fuel, fuel handling systems, pressure vessels, reactor components, heat exchangers, tooling delivery systems, and other auxiliary equipment, including containers for the storage of spent nuclear fuel and other high-level waste and supplies nuclear-grade materials and precisely machined components for nuclear utility customers. The company was founded by Stephen Wilcox and George Babcock in 1867 and is headquartered in Lynchburg, VA.

BWX Technologies Inc

BWXTs quarterly results are driving discussion: traders weigh an adjusted-EPS beat against a revenue miss, debating whether the weak reaction reflects valuation concerns or a buying opportunity. Some see its naval-nuclear backlog and commercial reactor and fuel prospects as longer-term support.

Corcept Therapeutics, Inc. engages in the business of discovering and developing pharmaceutical products and medications to treat severe endocrinologic, oncologic, metabolic, and neurologic disorders by modulating the effects of the hormone cortisol. The company was founded by David B. Singer and Joseph K. Belanoff on May 13, 1998 and is headquartered in Redwood City, CA.

Corcept Therapeutics Inc

Attention centers on Corcepts strong Q3 results and the upcoming FDA decision on relacorilant for Cushings syndrome. Traders are weighing the companys growing Lifyorli business against concerns that Genmabs ovarian-cancer drug could intensify competition, with disagreement over whether the selloff overstates that risk.

Direxion Shares ETF Trust - Direxion Daily GOOGL Bull 2X ETF

Direxion Daily GOOGL Bull 2X Shares ETF

Traders are using GGLLs leveraged exposure to Alphabet to play GOOGLs rally, citing optimism around its AI and cloud business and recent momentum. Dip-buying and bullish calls dominate, though some traders point to put activity and warn of pullbacks and leverage risk.

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Concerns about soft automotive and industrial demand and excess silicon-carbide capacity are dominating discussion, alongside onsemis reported cancellation of its planned Czech facility expansion amid changing market conditions. Traders are weighing put-heavy options activity and further downside risk against views that the shares are undervalued after the decline.

Semtech Stock Plunges 34% in 3 Months: Should You Buy the Dip?

SMTC shares plunge 34% in three months, but strong AI data center demand, 1.6T growth and rising LoRa adoption make the stock an attractive buy.

A Sharp Pullback in Chip Stocks Meets Fresh Records in Four of Five Recent Earnings Reports

A Sharp Pullback in Chip Stocks Meets Fresh Records in Four of Five Recent Earnings Reports A Sharp Pullback in Chip Stocks Meets Fresh Records in Four of Five Recent Earnings ReportsPR NewswireNEW YORK, Nov. 5, 2026 NEW YORK, Nov. 5, 2026 /PRNewswire/ -- Market Updates News Commentary...

ON Q3 Earnings Beat Estimates, Strong AI Data Center Aids Top Line

ON Semiconductor's Q3'26 earnings and revenues beat estimates as AI data center growth surges, industrial demand strengthens and margins expand. 


ON Q3 Earnings Call Highlights AI Growth and Margin Expansion

ON Semiconductor expects AI data center revenues to double in 2027, fueled by surging demand and new products, while industrial growth and manufacturing efficiencies boost margins.

Compared to Estimates, ON Semiconductor Corp. (ON) Q3 Earnings: A Look at Key Metrics

The headline numbers for ON Semiconductor Corp. (ON) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Why Is ON Semiconductor Stock Gaining Tuesday?

ON Semiconductor beats Q3 estimates, buys Ferric for $600M to boost AI power delivery, and raises its long-term AI data center target.read more...

ON Semiconductor Q3 2026 Earnings Call Transcript

ON Semiconductor (NASDAQ:ON) reported third-quarter financial results on Monday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you by Benzinga APIs.read more...

ON Semiconductor Corp. (ON) Q3 Earnings and Revenues Top Estimates

ON Semiconductor Corp. (ON) delivered earnings and revenue surprises of +2.27% and +0.94%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

ON Semiconductor Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

ON Semiconductor is expected to report Q3 EPS of $0.88 and $1.7B revenue; analysts recently cut targets despite mostly positive ratings.read more...

Onsemi to Report Q3 Earnings: What's in Store for the Stock?

ON Q3 earnings are likely to benefit from AI data center growth, improving automotive demand, and rising energy investments, but cost pressures may weigh on results.


• Reported GAAP EPS of $0.90 up 42.86% YoY
• Reported revenue of $1.72B up 11.05% YoY
• ON Semiconductor expects annualized capital expenditures of approximately 2-3% of revenue for the year ended December 31, 2026; revenue, margin and earnings guidance is not stated.

ON Semiconductor cited lower automotive sales volume, reported one distributor at approximately 15% of quarterly revenue, and disclosed Synaptics closing risk and plans for additional indebtedness.

ON Semiconductor reported higher revenue and gross margin alongside increased industrial and AI data center demand, and announced an agreement to acquire Ferric for technology designed to improve compute performance, energy efficiency and system footprint.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

ON Semiconductor Corp.

AMD, QCOM Targets Raised While INTC, COHR Face Cuts — Susquehanna Sees ‘Modest Upside’ For Chip Earnings

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<ul class="summary-bullets"><li>Susquehanna expects “modest upside” to third-quarter semiconductor earnings and fourth-quarter guidance, citing AI demand and a continuing broader industry upcycle.</li><li>The firm raised its AMD price target to $620 from $550 and Qualcomm to $185 from $160, maintaining its ratings.</li><li>Susquehanna cut targets on Coherent and Onsemi, but maintained ‘Positive’ ratings on both.</li></ul><p>Advanced Micro Devices Inc. (AMD) and Qualcomm Inc. (QCOM) saw their price targets raised by Susquehanna on Wednesday, while Intel Corp. (INTC) and Coherent Corp. (COHR) faced cuts as the firm revised its outlook for semiconductor stocks ahead of quarterly earnings.</p><p>Susquehanna expects “modest upside” to third-quarter earnings and fourth-quarter guidance, driven largely by artificial intelligence (AI) demand, while the broader semiconductor upcycle continues, according to The Fly.</p><p>At the time of this writing, QCOM and AMD stocks were trading nearly 1% higher, while COHR was up more than 1%. Meanwhile, <a href="https://stocktwits.com/symbol/INTC">INTC shares</a> were in the red.</p><h2 class="st-heading-2">AMD, QCOM And SKWS See Higher Targets</h2><p>Susquehanna raised AMD's price target to $620 from $550, maintaining a ‘Positive’ rating. It also raised QCOM’s target to $185 from $160 and Skyworks Solutions' (SWKS) target to $90 from $65, maintaining ‘Neutral’ ratings on both.</p><p>The revisions come as AMD expects third-quarter revenue of approximately $13 billion, plus or minus $300 million, representing roughly 41% year-over-year growth at the midpoint. AMD's second-quarter revenue rose 50% to $11.5 billion, including a 107% jump in data-center revenue to $6.7 billion, driven by demand for EPYC processors and Instinct graphics processing units.</p><p>Qualcomm, meanwhile, reported fiscal third-quarter revenue of $9.9 billion in July and expects non-handset revenue growth, including data centers, to exceed 60% in fiscal 2027, compared with 24% in fiscal 2026.</p><h2 class="st-heading-2">COHR, INTC And ON Face Target Cuts</h2><p>Susquehanna cut its price targets by 20% for <a href="https://stocktwits.com/symbol/ON">ON stock</a>, about 18% for <a href="https://stocktwits.com/symbol/COHR">COHR stock</a>, 17% for WOLF and 9% for INTC. The firm maintained ‘Positive’ ratings on Onsemi and Coherent and ‘Neutral’ ratings on Wolfspeed and Intel, according to The Fly.</p><p>Coherent, which supplies optical technologies used in AI infrastructure, reported fiscal fourth-quarter (Q4) revenue of $2.05 billion and forecast fiscal first-quarter (Q1) 2027 revenue of $2.2 billion to $2.4 billion.</p><p>Intel, meanwhile, forecast third-quarter revenue between $15.8 billion and $16.8 billion after reporting 25% year-over-year growth in second-quarter sales.</p><p>The target reductions came despite Susquehanna's broader expectations for modest upside in semiconductor earnings. The firm did not change its ratings on any of the seven companies.</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col></colgroup><tbody><tr><td><strong>Company</strong></td><td><strong>Previous Target</strong></td><td><strong>New Target</strong></td><td><strong>Rating</strong></td></tr><tr><td>AMD (AMD)</td><td>$550</td><td>$620</td><td>Positive</td></tr><tr><td>Qualcomm (QCOM)</td><td>$160</td><td>$185</td><td>Neutral</td></tr><tr><td>Skyworks (SWKS)</td><td>$65</td><td>$90</td><td>Neutral</td></tr><tr><td>Coherent (COHR)</td><td>$425</td><td>$350</td><td>Positive</td></tr><tr><td>Onsemi (ON)</td><td>$150</td><td>$120</td><td>Positive</td></tr><tr><td>Intel (INTC)</td><td>$115</td><td>$105</td><td>Neutral</td></tr><tr><td>Wolfspeed (WOLF)</td><td>$30</td><td>$25</td><td>Neutral</td></tr></tbody></table><figcaption>Susquehanna’s Revised Price Targets And Ratings For Semiconductor Stocks (Oct. 21, 2026)</figcaption></figure></div><h2 class="st-heading-2">What Comes Next For Chip Stocks?</h2><p>Intel is scheduled to report third-quarter results on October 29, followed by AMD on November 3. The reports are expected to offer investors a clearer picture of whether AI-driven demand is translating into stronger revenue and earnings guidance across the semiconductor industry.</p><h2 class="st-heading-2">Retail Investors’ Sentiment Around Semiconductor Stocks?</h2><p>On Stocktwits, retail sentiment toward AMD and INTC was ‘neutral,’ while COHR, SWKS, ON and WOLF were in ‘bearish’ territory. Sentiment around <a href="https://stocktwits.com/symbol/QCOM">QCOM stock</a> stood out as ‘extremely bearish’.</p><p>So far in 2026, <a href="https://stocktwits.com/symbol/AMD">AMD stock</a> has gained over 143%, closely followed by Intel at 132%. ON stock has risen over 34%, <a href="https://stocktwits.com/symbol/WOLF">WOLF shares</a> about 23%, <a href="https://stocktwits.com/symbol/SWKS">SWKS stock</a> up nearly 27%, and COHR up around 21%. Qualcomm has lagged the group, gaining just over 2% so far this year.</p><p><strong>See Also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/yardeni-s-meter-sees-ai-bubble-but-no-burst-yet-only-9-of-similar-cases-saw-a-bear-market-within-2-years/cZxM2dIRBvg"><strong>Yardeni’s Meter Sees AI Bubble, But No Burst Yet — Only 9% Of Similar Cases Saw A Bear Market Within 2 Years</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

A robotic machine manufactures a semiconductor chip at a stall to show investors during The Advantage Assam 2.0 Investment Summit in Guwahati, India, on February 25, 2025. (Photo by David Talukdar/NurPhoto via Getty Images)

Advanced Micro Devices Inc. (AMD) and Qualcomm Inc. (QCOM) saw their price targets raised by Susquehanna on Wednesday, while Intel Corp. (INTC) and Coherent Corp. (COHR) faced cuts as the firm revised its outlook for semiconductor stocks ahead of quarterl

Susquehanna expects AI demand to drive semiconductor earnings upside in the third quarter, even as its price-target revisions diverge across major chipmakers.

Advanced Micro Devices Inc

Coherent Corp

Intel Corp

Qualcomm, Inc.

$TMDX

$SLS

Which of these trending stocks are you most tempted to buy - $ON, $TMDX, $SLS, or $BE?

Current Price	$63.31
Prev Close	$63.01
Open	$66.57
Dividend Yield	0.00%
50-Day Moving Average	$74.22
Beta	2.18
Avg. Volume	10.74M
PE Ratio	36.85

52-Week High	$134.92
52-Week Low	$44.56
Market Capitalization	$24.65B
EPS (Annual)	$0.2938
Price to Book	3.26
Revenue Per Employee	$265,283.19

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