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Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances higher full-year revenue outlook, reflecting stronger demand for Amtagvi and Proleukin, is driving the rally, with analyst upgrades adding to the enthusiasm. Traders are broadly bullish but debate whether the sharp move also reflects short covering; many point to upcoming lung-cancer data as a further potential catalyst, while some warn of profit-taking after the surge.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobiles new change-of-control severance policy has fueled buyout and strategic-investment speculation, though traders note it does not confirm an acquisition and may be routine governance. Debate over the filing plays out alongside volatile trading and frustration about the lack of a shipment or launch date for BlueBirds 1416.

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 rally is being discussed as a rebound from Oracles Project Jupiter force-majeure scare, with traders pointing to Oracles reaffirmed commitment to the fuel-cell contract and the broader AI data-center power demand story. Many are buying the recovery, while others are taking profits or cautioning that the stock remains volatile and richly valued.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Takeover speculation is driving attention after reports that Lundbeck expressed interest in acquiring Xeris, while the company said it is not for sale. Traders disagree on whether that response undermines the rumor-driven momentum or is routine posturing; no deal has been confirmed.

Fair Isaac Corp. engages in the provision of decision management solutions. It operates through the Software and Scores segments. The Software segment includes pre-configured analytic and decision management solutions designed for a specific type of business need or process. The Scores segment focuses on business-to-business scoring solutions and services, business-to-consumer scoring solutions and services including myFICO solutions for consumers and associated professional services. The company was founded by Bill Fair and Earl Isaac in 1956 and is headquartered in San Jose, CA.

Fair Isaac Corp.

Fair, Isaac Corp.

FHFAs move to put VantageScore alongside FICO on a unified Fannie Mae and Freddie Mac mortgage-pricing grid, with Rocket Mortgage also favoring VantageScore for eligible loans, is driving a sharp repricing of FICOs mortgage-scoring franchise. Traders are divided between seeing a lasting threat to its pricing power and moat and viewing the selloff as an overreaction, with some buying the dip while others favor short positions.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as long-term Treasury yields surge, with traders pointing to inflation and oil concerns, expectations for further Fed tightening, and U.S. debt worries. The discussion is largely bearish on bonds, though some traders see an oversold buying opportunity if yields peak or economic weakness eventually brings rates down.

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

The U.S. Army selected Navitas for its ALATTIS program to develop next-generation ultra-high-voltage silicon-carbide semiconductors and a domestic manufacturing process, drawing attention as a vote of confidence in its technology. Traders are divided: some see long-term validation and potential follow-on opportunities, while others note that the awards financial terms are undisclosed and view the sharp price swings as a sell-the-news reaction rather than evidence of near-term revenue.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

Rising Treasury yields and expectations for further Fed hikes are weighing on rate-sensitive small caps, leaving IWM lagging large-cap tech amid weak market breadth. Traders largely discuss continued downside and put hedges, though some see oversold conditions as a possible setup for a rebound.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Pharvaris positive Phase 3 results for its oral HAE-prevention drug are driving concern that it could compete with BioCrysts Orladeyo and pressure future market share. Traders disagree on the impact: some fear the competitive threat, while others point to the time before a potential launch, Orladeyos established patient base, and BioCrysts navenibart pipeline.

Immix Biopharma, Inc. operates as a biopharmaceutical company that engages in the development of therapies for cancer and inflammatory diseases. The company was founded by Ilya Rachman, Sean Senn, and Vladimir Torchilin in 2012 and is headquartered in Los Angeles, CA.

Immix Biopharma Inc

Immixs NEXICART-2 update reporting an 89% complete response rate across 45 patients is drawing attention, alongside a newly priced equity offering. Traders are weighing the encouraging clinical data and added funding against dilution concerns, with some attributing the share decline to the offering.

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$B $41.67 
Holding long position at  $11.21 
https://stocktwits.com/G101SPM/message/652909105 
BRIEF: Barrick Mining will present today at Mining Forum Americas 2026. Barrick’s leaders will review progress, plans, and growth opportunities   
Mark Hill and Tim Cribb will outline the North American portfolio&#39;s potential for sustained production and growth, including opportunities to expand production through brownfield development, infrastructure investments, and exploration. Some of these initiatives have the potential to raise annual gold production at NGM to more than three million ounces for the next decade. 
Seb Bock will provide an update on Barrick&#39;s Rest of World business, including the ramp-up of Loulo-Gounkoto, construction progress at the Lumwana Super Pit Expansion, and a pipeline of exciting future growth opportunities competing for capital in a disciplined allocation framework.

FIRSTLOOK $B component of SPM cash reserves $B $42.26 DAC (dollar average cost ) (2) $11.21. EXIT $52.00 BRIEF: Barrick Mining announces that its Board of Directors has authorized the repurchase of up to $3.0 billion of the Company's outstanding common shares at prevailing market prices .

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Northridge G-101 SPM Company (@G101SPM) | Stocktwits

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Barrick Mining Corp

 $41.67 
Holding long position at  $11.21 


 
BRIEF: Barrick Mining will present today at Mining Forum Americas 2026. Barrick’s leaders will review progress, plans, and growth opportunities   
Mark Hill and Tim Cribb will outline the North American portfolio's potential for sustained production and growth, including opportunities to expand production through brownfield development, infrastructure investments, and exploration. Some of these initiatives have the potential to raise annual gold production at NGM to more than three million ounces for the next decade. 
Seb Bock will provide an update on Barrick's Rest of World business, including the ramp-up of Loulo-Gounkoto, construction progress at the Lumwana Super Pit Expansion, and a pipeline of exciting future growth opportunities competing for capital in a disciplined allocation framework.