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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

A quarterly earnings beat, rapid growth in AI-compute revenue and an aggressive expansion outlook are driving attention, alongside preliminary discussions of a possible Tesla merger. Many traders are bullish on the growth story and anticipate further gains, while skeptics question the valuation, heavy spending and credibility of Musks ambitious forecasts.

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 update sharply raised its quarterly revenue and gross-margin outlook on stronger AI platform demand, driving a strong after-hours rally. Traders largely welcomed the results as evidence of improving business momentum and a possible short squeeze, while some questioned whether the gains would hold given the companys history of volatility and execution concerns.

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 beat expectations, but a softer fourth-quarter outlook, slowing revenue growth, and a reduced advertising forecast have driven a sharp selloff. Traders are split between buying the dip on the companys profitability and buybacks, and warning that weaker growth and streaming competition could keep pressure on the shares.

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

GE Aerospaces strong quarterly results and raised outlook are being overshadowed by a sharp selloff, extending traders frustration that earnings beats have not translated into gains. The debate centers on whether the decline is profit-taking and high expectations or reflects real concerns about cash flow, rising costs, supply constraints, and an insurance loss.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELHs move toward and briefly above the $30 level has traders focused on whether the stock can sustain a technical breakout, with some pointing to higher volume and others expecting another rejection. Pepsi buyout talk and hopes around earnings appear in the discussion, but remain speculation rather than a confirmed catalyst.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgicals Q3 earnings beat was followed by a sharp selloff, as traders focused on slower procedure growth, a cautious outlook and planned da Vinci pricing cuts, alongside a one-time antitrust settlement. Some investors view the reaction as excessive given continued business growth, while others see the growth and pricing pressures as reasons for caution.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares drew attention after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial, supporting a planned FDA resubmission. Traders are now debating the dilutive effect of the upsized public offering, priced below the recent trading level, against the added funding for development and potential commercialization.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is in focus ahead of its quarterly earnings report, with traders watching guidance and semiconductor-equipment demand amid a sharp pullback. The debate is split between buyers treating weakness and support levels as an opportunity and bears concerned about further sector pressure and high expectations.

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 is drawing attention as traders anticipate the Phase 3 REGAL AML trial reaching its 80-event final-analysis trigger; the last disclosed count was 78, and traders are also watching for SLS009 updates. Some interpret the CEOs next chapter remarks and the companys ASH presence as possible buyout or partnership clues, while skeptics note there is no confirmed deal or trial result and view the rally as speculative.

Fabrinet engages in the provision of optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers (OEMs). The firm's services include process design and engineering, advanced optical packaging, printed circuit board assembly and test, new product introduction, supply chain and inventory management, and customized glass and crystal optics fabrication. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

Fabrinets sharp selloff despite an earnings beat and upbeat outlook is driving discussion, with traders pointing to weak free cash flow, heavy investment and working-capital needs as possible concerns. Others see the drop as an overreaction, citing continued AI data-center and optical-connectivity demand and debating whether the stock is oversold.

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GSK's New Drugs and Pipeline Hold the Key to Long-Term Growth

GSK's newer drugs, expanding indications and promising pipeline could drive long-term growth, with sales expected to exceed 40 billion pounds by 2031.

Sanofi Commences Construction Of Insulin Facility In Frankfurt, Germany

(RTTNews) - Monday, Sanofi (SNY) commenced construction of a new state-of-the-art insulin manufacturing facility at its BioCampus in Frankfurt, Germany, leveraging advanced digital technologies and artificial intelligence across manufacturing and quality processes...

RXRX Stock Heads For Its Best Day In Over A Year – What’s Driving The Rally Today? 

Equity

Sanofi selected its first drug development candidate under its collaboration with Recursion.

Sanofi Must Set Record Straight on Rival Flu Shot Under EU Antitrust Deal

Sanofi settles EU antitrust probe over rival flu vaccine Fluad, agreeing to binding promotional rules through 2030.read more...

Can Nektar's Pipeline Progress Create Long-Term Value Amid Rivalry?

NKTR advances rezpeg into phase III studies for atopic dermatitis, with additional autoimmune indications offering potential growth amid stiff competition.

Which Pharma Stock Looks More Attractive: Sanofi or AbbVie?

Sanofi's upgraded 2026 outlook, Dupixent growth and attractive valuation give it an edge over AbbVie, despite pipeline setbacks and vaccine sales challenges.

TEVA Gets FDA Nod for Weltruza as Once-Monthly LAI in Schizophrenia

Teva wins FDA approval for Weltruza, the first once-monthly subcutaneous olanzapine injection for adults with schizophrenia, with a U.S. launch expected soon.

"Very Concerning Safety Issues": Trump's mRNA-Skeptic FDA Drug Chief Was Mysteriously Fired - Right Before This Drug Was Approved

"Very Concerning Safety Issues": Trump's mRNA-Skeptic FDA Drug Chief Was Mysteriously Fired - Right Before This Drug Was Approved

 Within three months of firing Tracy Beth H?eg, its top drug regulator, the FDA had approved the first mRNA flu shot, cleared a Sanofi diabetes treatment...

Stocktwits Biotech Dealmaker — Novartis, Sanofi And Novo Sign Week’s Biggest Deals

Biotech companies this week spent on experimental therapies, including autoimmune drugs, next-generation obesity pills and cancer combinations.

Sanofi, Regeneron Expand Immunology Alliance With New Antibodies

SNY and REGN expand their longstanding alliance to four new antibodies targeting type II inflammation, with billions in potential payments.

Sanofi engages in the research, production, and distribution of pharmaceutical products. It operates through the Biopharma segment, which comprises commercial operations and research, development and production activities relating to the specialty care, general medicines and vaccines franchises plus support and corporate functions, for all geographical territories. The company was founded in 1973 and is headquartered in Paris, France.

Sanofi - ADR

Bearish Sentiment

<ul class="summary-bullets"><li>Recursion could receive over $300 million in additional milestone payments from the program.</li><li>Sanofi will fund the development of the drug, with Phase 1 clinical trials expected to begin in 2027.</li><li>Recursion priced a $200 million underwritten offering at $3.25 per share.</li></ul>Shares of Recursion Pharmaceuticals (RXRX) surged more than 16% on Thursday after French drugmaker Sanofi (SNY) selected an experimental treatment for inflammatory diseases developed through their multi-program research collaboration.The update comes alongside a $200 million stock offering that Recursion expects will fund operations into 2029.If the current levels hold, <a class="mention" data-mention="$RXRX" data-symbol-id="RXRX" href="https://stocktwits.com/symbol/RXRX" target="_blank">RXRX stock</a> would record its biggest single-day gains in almost a year.&nbsp;<h2 class="st-heading-2">Sanofi Picks First Drug Candidate Under Partnership</h2>Sanofi’s selection triggered a $10 million milestone payment for Recursion. The experimental oral drug targets two biological mechanisms involved in inflammatory diseases. It is designed to target two biological factors involved in inflammatory diseases.Recursion used its AI-enabled drug design platform and small-molecule chemistry capabilities along with Sanofi’s expertise in drug discovery and immunology to develop the drug.Sanofi will fund the development of the drug, with Phase 1 clinical trials expected to begin in 2027.Recursion has now received $144 million in upfront and milestone payments under the partnership. It could earn more than $300 million in additional payments from this program, alongside royalties if the drug is commercially approved.Sanofi and Exscientia signed a drug development partnership in January 2022. Exscientia was subsequently merged with Recursion two years later.The agreement covers up to 15 potential therapies targeting cancer and immune-related diseases, with Recursion eligible for about $5.2 billion in milestone payments if all programs meet their targets.<h2 class="st-heading-2">Recursion’s $200M Fundraising</h2>Recursion also priced a public offering of 61.5 million shares at $3.25 each, aiming to raise about $200 million before expenses. This was a 13% discount to the stock’s closing price on Wednesday.Investors participating in the offering include ARK Invest, Janus Henderson Investors, Invus and Driehaus Capital Management.Recursion had around $561 million in preliminary cash, cash equivalents and restricted cash at the end of September. September-end. Its new equity offering is expected to extend its projected cash runway into 2029.<h2 class="st-heading-2">Retail’s Take On RXRX</h2>Retail sentiment on Stocktwits surrounding RXRX remained ‘bearish’ over the past 24 hours despite the rally.The stock is up about 2% so far this year.Also read:<a href="https://stocktwits.com/news-articles/markets/equity/spacex-united-airlines-after-aal-rollout-starlink/cZxWys7RBrb">&nbsp;</a><a href="https://stocktwits.com/news-articles/markets/equity/fmc-stock-crashes-on-massive-earnings-downgrade-citi-expects-modest-negative-reaction-for-peer-corteva/cZxhGzwRBr3">FMC Stock Crashes 33% On Massive Earnings Downgrade – Citi expects ‘Modest Negative Reaction’ For Peer Corteva</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Recursion is an American biotechnology company that combines machine learning, automation, and experimental biology. (Photo illustration by Cheng Xin/Getty Images)

Recursion Pharmaceuticals Inc

Sanofi-Aventis

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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.

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