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Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is facing significant market volatility after FDA briefing documents cast doubt on the efficacy of their Duchenne muscular dystrophy therapy, deramiocel, ahead of an upcoming advisory committee meeting. While the company has publicly refuted the FDA's analysis as being based on obsolete data and reaffirmed their confidence in the trial results, investors remain divided as they weigh the potential for regulatory rejection against the possibility of a positive AdCom outcome.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors debate the impact of political developments and geopolitical tensions on the company's valuation. Community sentiment is deeply divided, with discussions ranging from intense speculation over potential platform growth and market volatility to heated political discourse regarding the former president's influence and policy decisions.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending as investors closely monitor upcoming earnings results, with the community actively debating whether the company's strong contracted backlog and data center growth will overcome ongoing macro-related volatility. Market participants are split between bullish sentiment over expanding AI infrastructure demand and caution regarding short-term price pressure.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

BitMine Immersion Technologies is trending as investors react to the company's recent strategic pivot toward aggressive share buybacks, which some market participants view as a positive signal for shareholder value. However, community sentiment remains highly polarized, with intense debate ongoing regarding the company's reliance on Ethereum, persistent dilution concerns, and the uncertain legislative path of the Clarity Act.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is seeing intense trading activity as investors react to bullish long-term price target hikes from analysts and optimism surrounding its new AI data center hardware and server CPU roadmap. Despite this enthusiasm, the community remains divided, with active debates pitting bulls who see a multi-year growth cycle against bears concerned about elevated valuations, potential market saturation, and semiconductor sector volatility.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is trending as traders closely monitor progress on the Clarity Act, with the community increasingly focused on how tokenization and the monetization of AI agents could drive long-term adoption. Optimism is fueled by institutional accumulation and bullish technical signals, though discussions remain divided between those anticipating a major breakout and others wary of potential regulatory setbacks.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is surging as investors look past earnings volatility, driven by sustained hyperscaler capital expenditure and the company's role as a key manufacturing partner for AI infrastructure. The community is actively debating the stock's parabolic run, with many investors favoring long-term holding to capture further growth despite ongoing concerns over short-term price swings and sector rotation.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is facing heightened volatility as investors weigh speculative AI growth potential against a significant share price pullback and ongoing patent litigation concerns. The community remains deeply divided, with some traders viewing the current price dip as an accumulation opportunity tied to long-term AI data center demand, while others caution against the company's high cash burn and potential for further dilution.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is currently trending due to a wave of positive momentum surrounding a new federal grant for fault-tolerant research, alongside a high-profile move to the NASDAQ exchange. Community discourse is sharply divided between believers in the companys enterprise use cases with telecom leaders and skeptics focusing on high-beta market volatility and the stock's recent performance.

Amkor Technology, Inc. engages in the provision of outsourced semiconductor packaging and test services. Its services include design, package characterization, test, and wafer bumping services. The company was founded in 1968 and is headquartered in Tempe, AZ.

AMKOR Technology Inc.

Amkor Technology is trending as market participants weigh strong demand for advanced semiconductor packaging against a multi-billion dollar convertible debt offering meant to fund large-scale manufacturing expansion. Investors are closely monitoring the stock's role as a critical supply chain bottleneck for AI hardware, driving community debate between long-term growth optimism and concerns regarding potential share dilution and elevated capital expenditure.

Above 2%

1% to 2%

Below 1%

Negative growth

The Q2 2026 GDP advance estimate lands Thursday, July 30, with the Atlanta Fed's GDPNow model nowcasting just 1.7% annualized growth, a sharp step-down from the roughly 3% pace it projected earlier in the quarter. Where do you think GDP comes in? Vote and explain your reasoning in the comments.

The Q2 GDP advance estimate releases Thursday. Atlanta Fed&#39;s GDPNow model is pointing to just 1.7% growth, down sharply from its ~3% nowcast earlier this quarter. Where do you think GDP comes in?

Stocktwits

The Q2 GDP advance estimate releases Thursday. Atlanta Fed's GDPNow model is pointing to just 1.7% growth, down sharply from its ~3% nowcast earlier this quarter. Where do you think GDP comes in?

Stocktwits Polls

Hold rates steady

Cut 25 bps

Hike 25 bps

The Fed's July 28-29 meeting has markets debating a hold versus a hike, not a cut, with CME FedWatch pricing roughly a 65% chance of no change and rising odds of a September rate increase amid inflation running well above the 2% target. What do you expect the Fed to decide? Drop a comment with when you expect the first cut/hike to be.

What do you expect the Fed to decide at its FOMC meeting?  
 
Drop a comment with when you expect the first cut/hike to be.

No one knows

Last day it will flush to red

Bitcoin is green in July after starting the month around $61,900, but the market still faces its biggest catalyst of the month: the Fed's July 28-29 rate decision. Will crypto end the month in the green? Vote and explain your reasoning in the comments.

July ends on Friday. Will crypto end the month in the green?

U.S. - Iran negotiations

Earnings

FOMC meeting

Other (drop a comment)

This week brings a Federal Reserve rate decision, Q2 GDP and PCE inflation data, and earnings from $MSFT, $META, $AAPL, and $AMZN. What will be the biggest driver of the market this week? Vote and explain your reasoning in the comments.

What will be the main driver of the market this week? 
 
Explain your reasoning in the comments.

Yes, buying

No, staying away

Just holding what I have

Watching from the sidelines

Hims & Hers Health ($HIMS) stock is down over 9% on Friday, reversing the prior session's 13% rally, even after an FDA advisory panel recommended adding several peptides, including BPC-157, to the federal compounding list. Are you buying $HIMS on the dip? Vote and explain your reasoning in the comments.

$HIMS stock is tumbling today, reversing yesterday&#39;s rally, even after an FDA panel recommended adding several peptides to the compounding list. Are you buying the dip?

Hims & Hers Health Inc

 stock is tumbling today, reversing yesterday's rally, even after an FDA panel recommended adding several peptides to the compounding list. Are you buying the dip?

Up more than 1%

Flat to up 1%

Flat to down 1%

Down more than 1%

The S&P 500 ($SPY) is headed towards another losing week. What do you think the index's return will look like next week? Vote and explain your reasoning in the comments.

What do you think the S&amp;P 500&#39;s ($SPY) return will be next week?

Favorable

Unfavorable

Delayed

Hims & Hers ($HIMS) is bracing for a pivotal FDA advisory meeting on July 23-24 that will decide whether seven peptides get added to the compounding list. How do you think the FDA rules? Vote and explain your reasoning in the comments.

The FDA is deciding whether to add peptides to the compounding list, a ruling that could be huge for $HIMS. How do you think it goes?

The FDA is deciding whether to add peptides to the compounding list, a ruling that could be huge for 

ServiceNow ($NOW) shares are down despite beating on both earnings and revenue after hours yesterday. Are you buying the dip? Vote and explain your reasoning in the comments.

ServiceNow ($NOW) stock is moving lower despite a double beat. Are you buying the dip?  
 
Explain your reasoning in the comments.

ServiceNow Inc

) stock is moving lower despite a double beat. Are you buying the dip?  
 
Explain your reasoning in the comments.

$NOK

$CLF

$CIFR

$NOK, $CLF, $CIFR, and $QS are four of the most searched and talked-about stocks among retail investors this morning. Which are you most bullish on? Drop your reasoning in the comments.

Which of these trending stocks are you most tempted to buy today - $NOK, $CLF, $CIFR, or $QS?

Nokia Corp

Cleveland-Cliffs Inc

Cipher Digital Inc.

QuantumScape Corp

Which of these trending stocks are you most tempted to buy today - 

Alphabet ($GOOGL) shares are down despite strong Q2 results, which included 82% growth in Google Cloud. Are you buying the dip? Vote and explain your reasoning in the comments.

Alphabet ($GOOGL) stock is down despite strong Q2 results. Are you buying the dip? 
 
Explain your reasoning in the comments.

Alphabet Inc Class A

) stock is down despite strong Q2 results. Are you buying the dip? 
 
Explain your reasoning in the comments.

Tesla ($TSLA) shares down big after the company missed Q2 EPS estimates even as revenue topped forecasts and deliveries grew 25% year-over-year. Are you buying $TSLA on the dip? Vote and explain your reasoning in the comments.

Tesla ($TSLA) shares are down sharply after missing Q2 EPS estimates despite beating on revenue. Are you buying the dip? 
 
Explain why or why not in the comments.

Tesla Inc

) shares are down sharply after missing Q2 EPS estimates despite beating on revenue. Are you buying the dip? 
 
Explain why or why not in the comments.

$GOOGL / $GOOG

$TSLA

$NOW

$IBM

Alphabet, Tesla, ServiceNow, and IBM all report earnings after the close today. Which earnings release will you be watching the closest? Vote and explain your reasoning in the comments.

Which earnings release after the close today are you most excited for: $GOOGL, $TSLA, $NOW, or $IBM? 
 
Drop a comment for other companies that are reporting.

International Business Machines Corp.

Which earnings release after the close today are you most excited for: 

? 
 
Drop a comment for other companies that are reporting.

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Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

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Apple Inc.

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<ul class="summary-bullets"><li>MAI-Cyber-1-Flash is optimized to handle complex codebases and perform automated vulnerability identification and remediation.&nbsp;</li><li>By utilizing MAI-Cyber-1-Flash for up to 90% of routine security tasks, Microsoft’s unified system slashes token costs by 50%.&nbsp;</li><li>The release works alongside MDASH and Perception, a broad agentic system built to continuously monitor, patch, and close emerging security threat vectors.&nbsp;</li></ul><p>Microsoft Corp. (MSFT)&nbsp; announced the release of MAI-Cyber-1-Flash, its first specialized cybersecurity artificial intelligence model designed to help organizations secure complex codebases against rapidly evolving AI-driven threat vectors.</p><p>MSFT stock gained nearly 3% in Monday afternoon trading.&nbsp;</p><h2 class="st-heading-2"><strong>AI Model Aims To Outpace Rising Cyber Threats</strong></h2><p>Integrated directly into MDASH, Microsoft's multi-agent cybersecurity system, the model is engineered to scan software, uncover deeply hidden code flaws, and automatically fix security weaknesses in real time.</p><p>According to Microsoft executives Mustafa Suleyman and Hayete Gallot, the surge in AI capabilities has lowered the barrier for malicious actors seeking to probe massive software repositories for single vulnerabilities. In response, traditional defensive models relying on periodic scanning and delayed patching have become insufficient, requiring continuous, automated defensive tools.</p><p>“This is the benefit of building the harness, context/signals, and action space separate from one model family,” Satya Nadella<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/satyanadella/status/2081779755146482153"> said</a> in a post on X. “By combining specialized models and data with the right agents, tools, security context, and harness, we can advance the frontier of cost to outcome.”</p><h2 class="st-heading-2"><strong>Cybersecurity At Lower Cost&nbsp;</strong></h2><p>MAI-Cyber-1-Flash focuses heavily on code analysis. During benchmark testing on CyberGym—a standard evaluation measure for AI reasoning over large codebases—the combination of MDASH and MAI-Cyber-1-Flash achieved a 96% success rate, outperforming systems reliant on models like Mythos, Gemini, and GPT.</p><p>The model was built to autonomously process approximately 90% of standard security tasks while addressing the high computational and token costs associated with continuous cybersecurity monitoring.&nbsp;</p><p>This hybrid, multi-model approach lowers token operational costs by 50% compared to Microsoft's previous top-tier MDASH configuration, according to Microsoft.</p><h2 class="st-heading-2"><strong>Expanding Agentic Systems And Enterprise Controls</strong></h2><p>Alongside the new cyber model, Microsoft introduced Perception, an agentic security architecture featuring over 100 specialized agents. These agents handle various defensive workflows, continuously tracking threats, applying patches, and mitigating attack vectors across enterprise environments.&nbsp;</p><p>Microsoft plans to extend MAI-Cyber-1-Flash capabilities across broader security tasks beyond software vulnerability.</p><h2 class="st-heading-2"><strong>MSFT Stock: Retail View</strong>&nbsp;</h2><p>Retail sentiment on Stocktwits was ‘bearish’ with ‘low’ message volumes. Retail traders were now focusing attention on the company’s upcoming quarterly earnings print to judge its pace of capex spending and cloud business growth.&nbsp;</p><p><a href="https://stocktwits.com/symbol/MSFT">MSFT stock</a> has lost 19% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/default/equity/rbc-says-shopify-has-great-defensibility-against-ai-disruption/cZZxplmR76p">SHOP Stock Set For Best Day In A Year — RBC Says Shopify Has 'Great Defensibility' Against AI Disruption</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

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

MSFT Stock Gains 3% — Microsoft Unveils AI Cybersecurity Model To Combat Real-Time Threats 

Microsoft has introduced MAI-Cyber-1-Flash alongside a multi-agent harness and new agentic system designed to scan, detect and fix complex software vulnerabilities at half the operating cost.

MSFT Stock Gains 3% — Microsoft Unveils AI Cybersecurity Model To Combat Real-Time Threats

Equity

Microsoft has introduced MAI-Cyber-1-Flash alongside a multi-agent harness and new agentic system designed to scan, detect and fix complex software vulnerabilities at half the operating cost. 

<ul class="summary-bullets"><li>The FDA will decide on the Deramiocel application by August 22.&nbsp;</li><li>The documents released by the FDA on Monday highlighted disagreements over the company’s late-stage trial’s statistical analysis.&nbsp;</li><li>Cantor Fitzgerald described the FDA panel briefing documents as painting “an ugly picture.”</li></ul><p>Capricor Therapeutics (CAPR) saw its shares tumble roughly 65% on Monday after the U.S. Food and Drug Administration released briefing documents for an upcoming Advisory Committee meeting to evaluate the company's application seeking approval for its drug Deramiocel.</p><p>The Cellular, Tissue, and Gene Therapies Advisory Committee will review the company’s application for Deramiocel, a treatment for cardiomyopathy in Duchenne muscular dystrophy patients, on July 29. The FDA will then decide on the application by August 22.</p><p>The documents released by the FDA on Monday, ahead of the meeting, have raised a divide among Wall Street experts over what to expect. CAPR stock is now on track for its worst day ever.</p><h2 class="st-heading-2">What Do The FDA Documents Say?</h2><p>The documents released by the FDA on Monday highlighted disagreements over the company’s late-stage trial’s statistical analysis, with the FDA stating that the study failed to meet its pre-specified primary and secondary efficacy endpoints and found no statistically significant difference between Deramiocel and placebo after 12 months. It also alleged that certain changes to the statistical analysis plan were not pre-approved or fully reviewed before the application submission.</p><p>Capricor's original application for Deramiocel was rejected last year, citing a lack of “substantial evidence of effectiveness.” The company resubmitted the application earlier this year with additional data and the FDA restarted the review. &nbsp;</p><h2 class="st-heading-2">Capricor Defends Itself</h2><p>Capricor pushed back on the FDA’s briefing documents, stressing transparency and defending its trial data. CEO Linda Marbán said that the late-stage trial results followed the final analysis plan, finalized before the data were unblinded, while the FDA relied on an older, incomplete draft that was no longer valid. Marbán highlighted that the late-stage data showed clear benefits on the main endpoint and heart function, calling Deramiocel a meaningful option for Duchenne patients.</p><h2 class="st-heading-2">Cantor Fitzgerald: Documents “Paint An Ugly Picture”</h2><p>Cantor Fitzgerald described the FDA panel briefing documents as painting “an ugly picture.” The FDA documents raise several concerns and allegations about the integrity of data collection, the analyst noted, while highlighting that the difference is due to the two parties relying on different analyses.</p><h2 class="st-heading-2">Oppenheimer Maintains Outperform Despite Surprises</h2><p>Oppenheimer analyst Leland Gershell, meanwhile, expressed “surprise” at differences between Capricor’s and the FDA’s views on the applicability and appropriateness of the late-stage statistical analysis protocols. Still, Gershell emphasized that “at the end of the day what should matter most for the stock will be the vote.” Oppenheimer is optimistic for a “positive outcome” and maintains its ‘Outperform’ rating on the stock.</p><h2 class="st-heading-2">B. Riley Downgrades, Sees Approval Unlikely</h2><p>B. Riley analyst Madison El-Saadi, however, cut Capricor to ‘Neutral’ from ‘Buy’ and lowered the price target to $10 from $63. The briefing document observations are “likely incompatible with approval,” the analyst said, while adding that it now sees approval as “unlikely in its current form.” However, the firm said it continues to evaluate the effectiveness of Deramiocel, especially in DMD patients with early to moderate stage cardiomyopathy.</p><h2 class="st-heading-2">How Did CAPR Retail Traders React?</h2><p>On Stocktwits, retail sentiment around CAPR stock jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume increased from ‘high’ to ‘extremely high’ levels.</p><p>A Stocktwits user expressed disappointment over the company’s management.</p><p><stembedurl>https://www.stocktwits.com/fibonacci1170/message/660127031</stembedurl></p><p>Another user opined that the FDA will delay the meeting to a later date to evaluate the latest data.</p><p><stembedurl>https://www.stocktwits.com/PejalPapa/message/660126912</stembedurl></p><p><a href="https://stocktwits.com/symbol/CAPR">CAPR stock</a> has fallen 76% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/legn-stock-plunges-15-after-sudden-ceo-exit-but-analyst-reiterates-optimism-in-company-s-under-development-lymphoma-asset/cZZxovLR76o">LEGN Stock Plunges 15% After Sudden CEO Exit — But Analyst Reiterates Optimism In Company’s Under-Development Lymphoma Asset</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i><br>&nbsp;</p>

In this photo illustration, the lCapricor Therapeutics logo is seen displayed on the screen of a tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

CAPR Stock On Track For Worst Day Ever — Analysts Divided On Deramiocel’s Approval Probability After FDA Documents Paint ‘Ugly Picture’ 

The FDA will decide on the Deramiocel application by August 22. The documents released by the FDA on Monday highlighted disagreements over the company’s late-stage trial’s statistical analysis. Cantor Fitzgerald described the FDA panel briefing documents 

The documents released by the FDA on Monday, ahead of an advisory committee meeting to review Capricor’s application for Deramiocel, have raised a divide among Wall Street experts over what to expect.


<ul class="summary-bullets"><li>RBC Capital notes that bear debates on AI and software center on three pillars.&nbsp;</li><li>Those include AI-driven displacement of incumbent software, pricing pressure from lower barriers to entry and disruption from AI-native vendors.&nbsp;</li><li>Of the 52 analysts covering the stock, 40 rate it 'Buy' or higher, 11 recommend 'Hold,' and one rates it 'Sell.’</li></ul><p>Shopify Inc (SHOP) share price jumped nearly 10% on Monday to record its best single-day jump in nearly a year after RBC, in a note, mentioned the company’s software had ‘great defensibility’ against AI-led displacements.&nbsp;</p><p>RBC Capital said the bear debate around AI and software centres on three pillars: AI-driven displacement of incumbent software, pricing pressure due to lower barriers to entry, and disruption from AI-native vendors.</p><p>RBC unveiled its new software total cost of ownership (TCO) calculator, in which the firm applied its framework to 14 companies in its coverage universe, including Salesforce (CRM), Workday (WDAY), HubSpot (HUBS), Microsoft (MSFT), Intuit (INTU), ServiceNow (NOW), Adobe (ADBE), Shopify (SHOP), Asana (ASAN), DocuSign (DOCU), ZoomInfo (GTM), Guidewire (GWRE), Nice (NICE), and Veeva (VEEV).&nbsp;&nbsp;</p><h2 class="st-heading-2"><strong>RBC Pushes Back On AI-Driven Software Displacement&nbsp;&nbsp;</strong></h2><p>RBC Capital thinks the discussion around AI disrupting software demand has a key flaw, noting that focus needs to be on the whole cycle of building, running and maintaining software rather than only the cost of building one.&nbsp;</p><p>“The key flaw behind the "AI replacing software" bear case is comparing the cost of building a custom solution versus the annual subscription costs from the vendor,” RBC argues, saying that for a Total Cost of Ownership conversation, one needs to look at Build, Run, Maintain, Risk, and Quality Gap.</p><p>Among the stocks mentioned above, in which RBC ran its custom model, Microsoft, HubSpot, Intuit, Shopify, and Guidewire were found to have the greatest defensibility against AI-driven displacements.</p><h2 class="st-heading-2"><strong>SHOP Stock: Retail View&nbsp;</strong></h2><p>Retail sentiment on Stocktwits was ‘neutral’ with ‘normal’ message volumes. Retail chatter on the stock has jumped 200% over the past week.&nbsp;</p><p>“A company like Shopify is needed as people diversify from just buying from Amazon,” a user&nbsp;<a href="https://stocktwits.com/DaphneBrooke/message/660121778">said.</a></p><p><a href="https://stocktwits.com/symbol/SHOP">SHOP stock</a> has lost 26.4% year-to-date.&nbsp;&nbsp;&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/default/equity/trump-warns-iran-of-very-strong-military-action/cZZxnA2R76S">Trump Warns Iran Of 'Very Strong Military Action' If Diplomatic Talks Collapse, Says Report</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The Shopify logo displays on a mobile phone with the Shopify icon in the background.

SHOP Stock Set For Best Day In A Year — RBC Says Shopify Has 'Great Defensibility' Against AI Disruption

RBC pushes back on AI-driven software displacement with new TCO model.

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