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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 results and outlook are driving attention, with traders focused on rapid AI-compute growth, a return to profitability and plans for heavy infrastructure spending. Bulls see the results as evidence of an expanding AI business, while skeptics question the valuation, cash demands and potential share-unlock pressure; preliminary Tesla merger discussions add another speculative theme.

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

Netflix shares are under pressure after its quarterly profit beat expectations, but a softer fourth-quarter outlook and slowing revenue growth overshadowed the results; the company also lowered its advertising revenue forecast. Bears see growth and ad execution as key concerns, while bulls argue the selloff overstates the risk given the profitable quarter and share buybacks.

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 Q1 update sharply raised its sales outlook and projected improved gross margins, citing stronger AI-platform demand. Bulls welcomed the upside surprise and speculated about short covering, while skeptics questioned whether the gains and improved margins would hold.

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

Reported Chinese orders for Nvidias export-compliant GPUs are renewing discussion of strong AI-chip demand, though traders are frustrated that the news has not translated into a stronger share-price response. The debate also reflects optimism about continued AI infrastructure spending after SpaceX and Super Micro updates, balanced by worries about valuations, financing, and whether that spending will generate returns.

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

SELLAS shares sharp rebound has traders focused on the anticipated 80th-event trigger and final analysis of its Phase 3 REGAL AML trial, with some also speculating about a buyout. The event count and trial results remain unconfirmed; bullish expectations of a major catalyst are countered by skepticism that the move is trading momentum without new data.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys upcoming Q3 earnings are the main focus, with traders debating whether results and guidance can justify its premium valuation after a sharp, volatile pullback. Bulls point to fuel-cell demand from AI data centers and recent power-project deals, while skeptics warn that expectations are high and the broader AI selloff could keep shares under pressure.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

Traders are focused on potential DefenCath reimbursement upside after the HHS kidney-care plan highlighted barriers to financing dialysis innovation, which they see as support for CorMedixs request for a separate infection-prevention payment category. CMS action remains uncertain, and the discussion also weighs DefenCaths adoption and pricing against competition; REZZAYOs FDA priority review is another cited growth catalyst.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

SOXX is drawing attention amid a prolonged semiconductor selloff, with traders questioning whether AI infrastructure spending and chip demand can justify the sectors high expectations amid financing concerns and competition. The community is split between expecting an oversold bounce on still-strong AI demand and warning that the decline could deepen.

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 speculation that a combination could benefit Tesla while prompting skepticism about deal terms, valuation, and whether it will happen at all. Traders are also positioning around Teslas upcoming earnings, with debate over whether results or merger-related commentary will drive the next move.

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

Traders are focused on Seas reported plans for a Monee fintech listing and a new AI cloud business, with the announcements coinciding with a sharp selloff. The community is split between seeing the moves as potential value creation and worrying about uncertainty, spending, and Shopee competition; some also view the decline as an oversold buying opportunity.

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Revolution Medicines Begins Phase 3 Trial For Advanced Lung Cancer Treatment

Revolution Medicines doses first patients in its global Phase 3 trial testing zoldonrasib for metastatic non-small cell lung cancer.read more...

Revolution Medicines Stock Has Surged 124% This Year  Analyst Sees More Room to Grow

William Blair sets $226 price target for Revolution Medicines (RVMD) following Rasonque approval and major oncology expansion plans.read more...

VSTM Stock Clocks Best Day In 11 Months After Positive Cancer Drug Trial Update And Multiple Price-Target Hikes

Equity

On Wednesday, Verastem said that in its ongoing early-stage TARGET-D 101 trial, VS-7375 produced a 50% confirmed overall response rate in second-line metastatic pancreatic ductal adenocarcinoma at the 900 mg daily dose. 


Cancer Drug Spending Is Headed Past $400 Billion as Colorectal and Pancreatic Cancers Move Up the Research Agenda

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2026 Brings New Hope in the Fight Against Cancer as Breakthroughs Gather Momentum

NeOnc Technologies (NASDAQ:NTHI), Revolution Medicines (NASDAQ:RVMD), Moderna (NASDAQ:MRNA), Merck (NYSE:MRK), Johnson & Johnson (NYSE:JNJ), Genmab (NASDAQ:GMAB), and AbbVie (NYSE:ABBV) are among the companies contributing to a rapidly evolving cancer-treatment landscape in 2026, as researchers pursue new ways to extend survival, target tumors more precisely and give patients additional treatment options.

KRAS Inhibitor Market Projected to Reach $7.8 Billion by 2034

KRAS Inhibitor Market Projected to Reach $7.8 Billion by 2034 KRAS Inhibitor Market Projected to Reach $7.8 Billion by 2034PR NewswireSAN DIEGO, Sept. 28, 2026 SAN DIEGO, Sept. 28, 2026 /PRNewswire/ -- Equity Insider News Commentary- For most of the last four decades, RAS was the target oncology...

Is Buying Royalty Pharma Stock a Safer Way to Bet on Revolution Medicines?

Key PointsRevolution Medicines has just received good news around a drug meant to treat pancreatic cancer...

Here's How Much $1000 Invested In Revolution Medicines 5 Years Ago Would Be Worth Today

Revolution Medicines (NASDAQ:RVMD) has outperformed the market over the past 5 years by 33.5% on an annualized basis producing an average annual return of 45.32%. Currently, Revolution Medicines has a marketread more...

Axsome Therapeutics vs. Revolution Medicines: Which Healthcare Stock Is a Better Buy in 2026?

Key PointsAxsome Therapeutics is generating rapid revenue growth through its expanding portfolio of commercialized central nervous system treatments...

Revolution Medicines Just Hit a Major Milestone. Is the Stock a Buy?

Key PointsRevolution Medicines validated its approach to treating certain cancers with a recent regulatory approval...

Revolution Medicines, Inc. is a clinical-stage precision oncology company, which engages in developing novel targeted therapies. It engages in the discovery and development of cancer treatment by pioneering novel combination and monotherapy treatment regimens to maximize the depth and durability of clinical benefit and circumvent adaptive resistance mechanisms for patients which are dependent on the RAS and mTOR pathway. The company was founded by Mark A. Goldsmith, Kevan Shokat, Martin D. Burke, David L. Pompliano and Michael Fischbach in October 2014 and is headquartered in Redwood City, CA.

Revolution Medicines Inc

Bearish Sentiment

<ul class="summary-bullets"><li>Alliance Global on Thursday raised its price target on VSTM to $22 from $18 and maintained a Buy rating.</li><li>RBC Capital analyst Leonid Timashev said that while VS-7375 tolerability is not as favorable as Revolution Medicines’ experimental drug Zoldonrasib, the overall profile remains acceptable.&nbsp;</li><li>BTIG said VS-7375 could rival Revolution Medicines’ approved drug Daraxonrasib in second-line metastatic pancreatic disease.</li></ul> Shares of Verastem Oncology (VSTM) jumped 20% on Thursday, clocking its best day since Nov. 2025, as analysts lifted price targets following a positive update on the company’s experimental drug VS-7375 in second-line metastatic pancreatic ductal adenocarcinoma.On Wednesday, Verastem said that in its ongoing early-stage TARGET-D 101 trial, VS-7375 produced a 50% confirmed overall response rate in second-line metastatic pancreatic ductal adenocarcinoma at the 900 mg daily dose, along with responses in lung and colorectal cancers and a manageable safety profile dominated by low-grade gastrointestinal side effectsVerastem also added that the company has aligned with the U.S. Food and Drug Administration on a late-stage path in first-line metastatic pancreatic cancer using chemotherapy-free regimens, with the study expected to open by year-end.<h2 class="st-heading-2">Wall Street Weighs In On VSTM</h2>Alliance Global on Thursday subsequently raised its price target to $22 from $18 and maintained a Buy rating, describing the updated TARGET-D 101 data as showing a highly tolerable safety profile and efficacy that is in line with or better than other drugs in the same class and in development, potentially best-in-class.RBC Capital analyst Leonid Timashev increased the target to $19 from $14 while keeping an Outperform rating, calling the drug clearly active with hints of best-in-class efficacy in pancreatic ductal adenocarcinoma. He noted that while tolerability is not as favorable as one competitor, Revolution Medicines’ experimental drug Zoldonrasib, the overall profile remains acceptable.BTIG raised its target to $24 from $18 and kept a Buy rating, saying the detailed update across second-line pancreatic cancer, second-line non-small cell lung cancer, and third-line colorectal cancer points to class-leading efficacy that could rival Revolution Medicines’ approved drug Daraxonrasib in second-line metastatic pancreatic disease.Jefferies analyst Faisal Khurshid raised the price target to $13 from $11 and maintained a Buy rating. Aligning on a favorable late-stage trial path, he added, positions Verastem only about seven months behind competitors Revolution Medicines and Incyte in the race to develop drugs within the same class.<h2 class="st-heading-2">CEO Change And Capital Raising</h2>Verastem on Wednesday also priced a $250 million offering of common stock and pre-funded warrants at $8 per share to support VS-7375 development and general purposes, expected to close around October 15.The company further announced a planned CEO transition, with longtime executive Daniel Paterson retiring effective January 1, 2027, and board member Michael P. Bailey succeeding him.<h2 class="st-heading-2">How Did VSTM Retail Traders React?</h2>On Stocktwits, retail sentiment around VSTM stayed within ‘extremely bullish’ territory over the past 24 hours, while message volume stayed at ‘extremely high’ levels.“The more I watch it, the more constructive it looks,” a Stocktwits user wrote about the stock.<stembedurl>https://stocktwits.com/topstockalerts/message/666627602</stembedurl>Another user drew a parallel between VSTM’s current rally and Iovance Biotherapeutics Inc (IOVA) stock’s rally last month, which lasted for several days.<stembedurl>https://stocktwits.com/Always_neutral/message/666623781</stembedurl><a class="mention" data-mention="$VSTM" data-symbol-id="VSTM" href="https://stocktwits.com/symbol/VSTM" target="_blank">VSTM stock</a> has gained 2o% year-to-date.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/mrna-stock-hits-fresh-52-week-highs-as-goldman-raises-target-ahead-of-melanoma-data/cZxh3NsRBrS">MRNA Stock Hits Fresh 52-Week Highs As Goldman Raises Target Ahead Of Melanoma Data</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Verastem Oncology logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

On Wednesday, Verastem said that in its ongoing early-stage TARGET-D 101 trial, VS-7375 produced a 50% confirmed overall response rate in second-line metastatic pancreatic ductal adenocarcinoma at the 900 mg daily dose. 

Incyte Corp.

Verastem Inc

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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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