SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna shares are trending as investors weigh positive developments, including the FDA approval of its mRNA influenza vaccine, against volatility surrounding potential policy shifts regarding childhood vaccination schedules. The community is actively discussing the stock's role in the oncology pipeline, particularly its personalized cancer vaccine partnership, while monitoring ongoing short interest and upcoming clinical trial catalysts.

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 react to ongoing geopolitical volatility and concerns surrounding potential broader economic impacts, while community members engage in polarized debates over leadership decisions and the company's financial future. Social sentiment remains highly volatile, with discussions fixated on the intersection of media, market sentiment, and the company's long-term sustainability.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

Merck and Moderna have reported positive Phase 3 results for their personalized mRNA cancer vaccine, demonstrating that the treatment significantly slows melanoma recurrence in patients. This breakthrough, which combines the vaccine with Mercks Keytruda, is sparking intense community excitement and speculation about the future of mRNA applications in oncology.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending as investors await the upcoming earnings release and closely watch for potential updates regarding the Sanofi partnership and the company's proprietary COVID-influenza combination vaccine (CIC). Community sentiment remains polarized, with many users focused on the high level of institutional ownership and the strategic importance of Matrix-M in oncology while others voice frustration over management's communication style.

Target Corp. engages in the operation and ownership of general merchandise stores. It offers food and general merchandise, clothing and household goods, electronics, and toys. Its brands include A New Day, All in Motion, Art Class, Auden, AVA & VIV, Boots and Barkley, Brightroom, Bullseye's Playground, Casaluna, Cat & Jack, Cloud Island, Colsie, dealworthy, Embark, Everspring, Favorite Day, Figmint, Future Collective, Gigglescape, Good & Gather, Goodfellow & Co, Hearth & Hand with Magnolia, Heyday, Hyde & EEK! Boutique, JoyLab, Kindfull, Kona Sol, Made By Design, Market Pantry, Mondo Llama, More Than Magic, Opalhouse, Open Story, Original Use, Pillowfort, Project 62, Room Essentials, Shade & Shore, Smartly, Smith & Hawken, Sonia Kashuk, Spritz, Sun Squad, Threshold, Universal Thread, up&up, Wild Fable, Wondershop, Xhilaration, California Roots, Casa Cantina, The Collection, Headliner, Jingle & Mingle, Rosé Bae, Photograph, SunPop, and Wine Cube. The company was founded by George Draper Dayton in 1902 and is headquartered in Minneapolis, MN.

Target Corp

Target is drawing significant community attention after reporting a strong quarterly beat that pushed comparable sales and traffic higher, though investors remain cautious due to mixed results across different product segments. Traders are actively debating whether the retail turnaround is durable enough to sustain recent stock momentum or if the gains were overly reliant on one-time tariff refunds.

TOYO Co. Ltd. engages in the design, manufacture, and sale of solar cells and modules. It is involved in integrating the upstream production of wafer and silicon, midstream production of solar cell, downstream production of photovoltaic (PV) modules, and potentially other stages of the solar power supply chain. The company was founded on November 8, 2022 and is headquartered in Tokyo, Japan.

TOYO Co Ltd.

TOYO Co., Ltd

TOYO is attracting significant investor attention as the company reports strong year-over-year revenue growth and profitability while trading at an exceptionally low P/E ratio compared to industry peers. The community is actively discussing the stock's undervaluation relative to its solar manufacturing expansion in the U.S., despite ongoing debates regarding regulatory headwinds and the impact of sector-wide trade investigations.

ZIM Integrated Shipping Services Ltd. engages in the provision of shipping and logistics services. It offers shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. The company was founded on June 7, 1945 and is headquartered in Haifa, Israel.

Zim Integrated Shipping Services Ltd

ZIM shares are surging following news of a competitive $37.50 per share buyout offer from an Israeli-led consortium, which challenges the previously agreed $35 per share deal with Hapag-Lloyd. The community is actively debating the likelihood of a bidding war and the strategic advantage of maintaining Israeli ownership to bypass regulatory hurdles involving the state's golden share.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is experiencing significant market interest driven by its strategic $1.5 billion acquisition of Personalis, which aims to solidify its position in the competitive oncology and minimal residual disease diagnostics market. Investors are actively debating the potential for a short squeeze due to high short interest, while monitoring institutional confidence and integration risks associated with the deal.

Personalis, Inc. engages in the provision of advanced genomic tests for cancer. The firm is also involved in providing sequencing and data analysis services to support population sequencing initiatives. The company was founded by Euan A. Ashley, Michael Snyder, Atul J. Butte, John S. West, and Russ B. Altman in February 2011 and is headquartered in Fremont, CA.

Personalis Inc

Personalis is currently in the spotlight due to its strategic acquisition by Tempus AI for $16.25 per share, a move that the community is actively debating as either a fair valuation for the company's precision oncology technology or a 'take-under' that undervalues its long-term potential in the MRD market. Investors are closely monitoring the merger's regulatory path and the potential for a competitive bidding war, while others express frustration over the lack of direct management communication regarding the deal's structure and the resulting share price volatility.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is currently trending due to intense debate over its long-term viability, with the community split between investors viewing the stock's multi-year decline as a generational buying opportunity and traders warning of further downside. Conversations are dominated by discussions on the company's brand positioning, management's strategic pivot, and speculation regarding its future performance in the athletic retail sector.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

$MGNI Management has said that every 1 percentage point of open-web ad-exchange market share that shifts to Magnite as a result of the Google remedies could produce about $50M of incremental annual Contribution ex-TAC, with 90%+ flow-through margins.

John B

$MGNI Has anyone else run their own numbers on possible permutations when (if!)  brinkema announces the remedies verdict?  
 
interested to  hear  other  people’s views  on 
-how  much market  share  google  will  lose 
-how  much of  that  market  share  magnite  will  pick  up 
-what that  increased  revenue  will  actually be  ex-tac 
-how  we  model  the  incremental  margin  on  that  revenue  increase 
-what  the  timescales  will  be  to  full gain  (i.e.  how  quickly  will google  ‘have’  to  lose  that  market  share  by 
-how that  affects  FY  2027  and  2028  EPS 
-what PE  ratio  the  market  will  decide magnite  deserves at  that point 
-how a potential  $X00M damages  ruling  in  the  magnite  vs  google  MDL  case  affects  the magnite  share  price

StockTwits Web

Magnite Inc

Mark

StockTwits for iOS

 Management has said that every 1 percentage point of open-web ad-exchange market share that shifts to Magnite as a result of the Google remedies could produce about $50M of incremental annual Contribution ex-TAC, with 90%+ flow-through margins.

Matt

@big_gains_flowin believe me I know! It&#39;s the answers to the other questions I am mainly interested in seeing whether their is any consensus amongst us. I have put my assumptions in a reply to my original post. Some are no doubt optimistic but I think some are conservative too. Timeline probably the one I should downgrade.

 believe me I know! It's the answers to the other questions I am mainly interested in seeing whether their is any consensus amongst us. I have put my assumptions in a reply to my original post. Some are no doubt optimistic but I think some are conservative too. Timeline probably the one I should downgrade.