<ul class="summary-bullets"><li>Shares of Emergent BioSolutions jumped 18% in after-hours trading after the company posted stronger-than-expected Q3 results and raised its full-year guidance.</li><li>The quarter saw double-digit revenue growth led by Narcan and smallpox vaccine sales, along with margin gains and lower operating costs.</li><li>On Stocktwits, retail traders turned upbeat, with some predicting further upside in the coming sessions.</li></ul>Emergent BioSolutions shares rallied 18% in after-hours trading on Wednesday, sparking a wave of retail chatter on Thursday. The biotech firm surprised Wall Street with better-than-expected third-quarter (Q3) results, raised its 2025 outlook, and showed real traction across its naloxone and biodefense product lines.<h2 class="st-heading-2">Revenue Tops Forecast, Margins Improve</h2>Emergent delivered Q3 revenue of $231 million, up 10% from last year and ahead of guidance, helped by strong sales of its Narcan nasal spray and new government contracts for smallpox and anthrax countermeasures. Gross margin improved to 57%, while the company held costs in check, and operating expenses fell 41% from a year ago.Net income came in at $51 million, a big turnaround from last year’s losses, as Emergent’s restructuring efforts and product mix paid off. The company also reduced its net debt by nearly 20% and ended the quarter with $346 million in liquidity, including $246 million in cash.The company raised full-year revenue guidance to $775–$835 million and lifted adjusted EBITDA expectations to $195–$210 million, citing solid execution and international demand.<h2 class="st-heading-2">Smallpox Demand Drives Upside</h2>Emergent said its Narcan and Kloxxado products continue to lead the naloxone market, benefiting from stable U.S. pricing and growing over-the-counter availability. Meanwhile, international sales made up 34% of total medical countermeasure revenue and are proving more profitable than U.S. contracts.Sales of the company’s smallpox vaccine climbed 15% year over year, supported by long-term global supply deals. Emergent also highlighted progress on its partnership with Switzerland’s Rocketvax, with the first clinical trial for a next-generation vaccine platform expected to start in early 2026.<h2 class="st-heading-2">Stocktwits Traders See More Upside Ahead</h2>On Stocktwits, retail sentiment for Emergent BioSolutions shifted to ‘extremely bullish’ from ‘neutral’ a day ago amid a 289% jump in 24-hour message volume.&nbsp;One user predicted that Emergent BioSolutions’ stock could open around $20 or higher, saying they wouldn’t be surprised by a sharp move up.<stembedurl>https://stocktwits.com/angelburgosg/message/634258031</stembedurl>Another commenter said they viewed Emergent as a $30 stock, even without a potential buyout, adding that short sellers might soon be forced to cover.<stembedurl>https://stocktwits.com/Kawasaki1/message/634257787</stembedurl><a href="https://stocktwits.com/symbol/EBS">Emergent BioSolutions’ stock</a> has declined 2% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The exterior view of the Emergent BioSolutions plant on April 01, 2021 in Baltimore, Maryland. (Photo by Tasos Katopodis/Getty Images)

Retail Traders Turn Ultra-Bullish On Emergent BioSolutions After Surprise Q3 Profit

Shares of Emergent BioSolutions jumped 18% in after-hours trading after the company posted stronger-than-expected Q3 results and raised its full-year guidance.

Equity

<ul class="summary-bullets"><li>TransMedics shares fell 9% in after-hours trading after its third-quarter results showed strong year-over-year growth but a sequential slowdown and margin pressure.</li><li>The company reaffirmed full-year 2025 guidance and outlined expansion plans, including a 22-aircraft U.S. fleet and a new European logistics network launching in Italy next year.</li><li>Retail traders on Stocktwits viewed the selloff as a buying opportunity, with several predicting a rebound toward $135–$150.</li></ul>Retail chatter around TransMedics Group surged on Thursday after the company’s shares fell 9% in after-hours trading, as investors focused on a sequential slowdown and margin pressure that overshadowed otherwise strong year-over-year growth in the company’s third-quarter (Q3) earnings.<h2 class="st-heading-2">Seasonal Dip Tempers A Strong Quarter</h2>The organ transplant technology company's Q3 revenue was $143.8 million, an increase of 32% over the same period a year ago, but down from $157.4 million in the second quarter (Q2) due to normal seasonal patterns in transplant volumes. U.S. transplant revenue increased 32% to $139 million, and international revenue increased 41% to $3.6 million, primarily driven by heart procedures.Gross margin slipped to 59% from 61.4% in Q2, which the company attributed to international expansion costs and seasonality. Operating income came in at $23.3 million, below the previous quarter’s $36.6 million, while net income dropped to $24 million or $0.71 per share, compared with $1.03 in Q2.<h2 class="st-heading-2">Guidance&nbsp;</h2>TransMedics reaffirmed its 2025 full-year revenue outlook of $595–$605 million, implying 36% growth at the midpoint, and said gross margins are expected to remain near 60% over the next few years.The company expanded its air logistics fleet to 22 aircraft, covering about 78% of U.S. organ transport missions, and plans to pilot a double-shift system to boost utilization in early 2026. It also plans to launch its first European transplant logistics network in Italy next year, adapting its U.S. model for regional regulations.Clinical momentum continues, with next-generation heart and lung trials expected to begin enrollment in the fourth quarter, pending full FDA clearance by early 2026.<h2 class="st-heading-2">Stocktwits Traders Call TransMedics Pullback A Buying Opportunity</h2>On Stocktwits, retail sentiment for TransMedics Group was ‘extremely bullish’ amid a 1,175% surge in 24-hour message volume.One user said they planned to keep adding shares of TransMedics until the stock reached $150, calling the pullback a buying opportunity.<stembedurl>https://stocktwits.com/stephen19/message/634232623</stembedurl>Another described it as a “hardcore dip buy,” predicting the stock would soon rebound to around $135.<stembedurl>https://stocktwits.com/healthcareguru/message/634218541</stembedurl><a href="https://stocktwits.com/symbol/TMDX">TransMedics Group’s stock</a> has more than doubled so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of TransMedics Group Inc. (NASDAQ: TMDX), a medical technology company focused on organ transplant therapy, on July 28, 2025. (Photo illustration by Cheng Xin/Getty Images)

Retail Traders Swarm TransMedics After Q3 Print— Retail Bulls Call It A ‘Hardcore Dip Buy’

TransMedics shares fell 9% in after-hours trading after its third-quarter results showed strong year-over-year growth but a sequential slowdown and margin pressure.

<ul class="summary-bullets"><li>Shares of Navan, formerly known as TripActions, will begin trading on the Nasdaq Global Select Market on Thursday.</li><li>The company sold 30 million new shares, while existing shareholders sold 6.9 million, valuing it at $6.2 billion.</li><li>The listing, which went through despite a U.S. government shutdown, comes amid a frothy period for public listings.</li></ul>The shares of Navan, Inc., formerly known as TripActions, will start trading on the Nasdaq Global Select Market on Thursday under the symbol “NAVN.”&nbsp;<h2 class="st-heading-2">Details &amp; Valuation</h2>The company priced its offering at $25 per share, within its marketed range of $24 to $26 per share, raising about $923.1 million in the IPO, according to a statement on Wednesday.&nbsp;Navan sold 30 million shares, while existing shareholders sold 6.9 million. According to Reuters, that gives the company a market valuation of $6.21 billion.Goldman Sachs, Citigroup, Jefferies, Mizuho, and Morgan Stanley are among the underwriters for the offering.Founded in 2015, Navan offers a tech platform for travel and expense management for businesses, with the majority of its customers based in the U.S. and Europe. Zoom, Canva, and Paysafe are some of its clients, according to the company’s website.<h2 class="st-heading-2">IPO Boom Continues</h2>The development comes amid a frothy period for IPOs and a stock market hitting a record high, driven by AI-driven optimism and successive rate cuts by the U.S. central bank. Stocks of firms such as CoreWeave, Inc., and Circle Internet Group, Inc., among others, have risen sharply since their listing earlier this year. Meanwhile, travel uptake seems to be rebounding, signaled by Booking Holdings’&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/booking-stock-rises-premarket-as-results-forecast-raise-boost-travel-outlook/cLGZiLLR3vq">strong results</a>.Navan went ahead with the IPO despite the US government shutdown complicating its path to going public. The US SEC issued guidance making it easier for companies to list, while much of the regulator’s functions are on hold.According to Navan’s IPO filing, the company booked a net loss of $99.9 million on revenue of $329.4 million for the six months ending July 31.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trumps-amazing-meeting-with-chinas-xi-yields-major-trade-wins/cLGFlXCR3Dl">Trump's 'Amazing' Meeting With China's Xi Yields Major Trade Wins In Rare Earths, Tariff Cuts And Soybean Deals</a>

People enter and exit the main terminal of Memmingen Airport in Memmingen, Swabia, Lower Allgaeu, Allgaeu, Germany, on July 12, 2025. (Photo by Michael Nguyen/NurPhoto via Getty Images)

Travel Tech Firm Navan Makes Nasdaq Debut On Thursday After $923M IPO

The listing, which went through despite a U.S. government shutdown, comes amid a frothy period for public listings

<ul class="summary-bullets"><li>Thanks to a 163% year-to-date gain, Palantir stock is the fifth-best-performing S&amp;P 500 company this year.</li><li>Fiscal.ai-compiled consensus estimates put third-quarter earnings per share at $0.17 and revenue at $1.18 billion.</li><li>RBC Capital Markets analyst called out Palantir’s valuation as unsustainable in the absence of a substantial “beat-and-raise” quarter,</li></ul>Palantir Technologies (PLTR) stock appears on track to build on its nearly 5% advance on Thursday, as it approaches&nbsp;the key&nbsp;$200 psychological barrier. The stock could be in for more upside in the run-up to Monday’s (Jan. 3) earnings.Thanks to a 163% year-to-date gain,&nbsp;<a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> is the fifth-best-performing S&amp;P 500 company this year. It closed Wednesday’s session at a fresh high.<h2 class="st-heading-2">Retail Optimism Abounds</h2>Palantir attracted an ‘extremely bullish’ reaction from retail users of the Stocktwits platform as of early Thursday. The message volume on the stream climbed nearly 80% over the 24 hours leading up to late Wednesday, with the retail chatter at ‘extremely high’ levels.A bullish watcher hyped up Palantir stock by surmising that it could be the Magnificent Eighth stock. “I almost feel like this stock is too good to be true,” they added.<stembedurl>https://stocktwits.com/PaulyT87/message/634264884</stembedurl>Another user drew on his experience and recommended the right time to buy Palantir stock. Stating that the stock could selloff even if Palantir’s earnings are good and there would be mass insider selling after earnings, they said the ideal time to buy would be after late November, when insiders would have paused their sales.<stembedurl>https://stocktwits.com/lordofthesox/message/634263395</stembedurl><h2 class="st-heading-2">$200 Hair’s Breadth Away</h2>In Thursday’s early premarket session, Palantir stock climbed about 0.47% to $199.75, as it closed in on the $200 level. The 14-day relative strength index (RSI) for the stock is about 69%, suggesting that the stock is nearing an ‘extremely overbought’ zone.In the event of any pullback, the stock could find support around its 50-day simple moving average (SMA), currently at $173.13.<img src="https://news.stocktwits-cdn.com/PLTR_1_Year_chart_png_d815abb192.webp" alt="PLTR 1-Year chart.png">Chart Courtesy of Koyfin<h2 class="st-heading-2">Analysts Stay Guarded</h2>In a note released on Tuesday, RBC Capital Markets analyst called out Palantir’s valuation as unsustainable in the absence of a substantial “beat-and-raise” quarter, echoing the sentiment expressed by short seller Citron in mid-August. RBC stated that retail investors, who heavily back the stock, could become frustrated by the absence of any capital returns and the further lack of a clear strategy on this front.The firm expects multiple compressions due to concerns around privacy and ethics. Citing checks, RBC said it remains skeptical of the commercial business amid ongoing churn discussions among enterprise clients. The firm has an ‘Underperform’ rating and a $45 price target for Palantir stock.Also, this week, Citi analysts said they believe matching the second quarter’s upside could be tough. That said, citing positive channel checks across government and commercial businesses, the analysts braced for strong third-quarter results. Citi has a ‘Neutral’ rating for Palantir stock and a $190 price target, following an upward revision this week from $177.Fiscal.ai-compiled consensus estimates put fiscal-year 2025 third-quarter earnings per share at $0.17 and revenue at $1.18 billion, respectively.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/us-stocks-poised-to-open-higher-as-trump-xi-meeting-fuels-market-optimism/cLGFlBxR3Dk">US Stocks Poised To Open Higher As Trump-Xi Meeting Fuels Market Optimism: Retail Turns Contrarian</a>

The Palantir Technologies logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on August 6, 2025.

Palantir Stock Eyes Breaking $200 Barrier: Analysts Stay Cautious Amid Retail Hype

Fiscal.ai-compiled consensus estimates put earnings per share at $0.17 and revenue at $1.18 billion.

<ul class="summary-bullets"><li>China dominates over 90% of refined rare earth, which are used in a wide range of applications, ranging from semiconductors to missile defense systems.</li><li>According to Trump, Beijing will enter into a one-year agreement each year for rare-earth exports.</li><li>MP Materials' stock is down 9.2% this week. The Metals Company stock has fallen 3.5%, Critical Metals stock slipped 8.5%, USA Rare Earth, and Trilogy Metals have fallen between 14.7% and 22.9%.</li></ul>Rare earth stocks were in focus on Thursday after U.S. President Donald Trump and Chinese President Xi Jinping struck several agreements, including one on critical minerals, to ease supply concerns.As per Trump, Beijing will create a one-year agreement each year for rare earth exports to be renegotiated during the time of renewal, and "work very hard to stop fentanyl," a synthetic opioid used medically for severe pain relief, but is also illegally produced and sold. At the same time, tariffs on Chinese exports will also be lowered to 47% from 57%.<h2 class="st-heading-2">Rare Earth Stocks In The Red For The Second Week Running</h2>MP Materials' stock is down 9.2% this week. The Metals Company stock has fallen 3.5%, Critical Metals stock slipped 8.5%, USA Rare Earth, and Trilogy Metals have fallen between 14.7% and 22.9%. Rare earths were part of a broader framework agreement between the two sides on the sidelines of an Association of Southeast Asian Nations meeting in Kuala Lumpur, Malaysia.<figure class="image"><img style="aspect-ratio:2400/1240;" src="https://news.stocktwits-cdn.com/koyfin_20251030_033824517_png_e0617a05b6.webp" alt="koyfin_20251030_033824517.png" width="2400" height="1240"><figcaption>Major rare earth producers in the U.S. have slipped this week after a trade truce between the U.S. and China.</figcaption></figure>China dominates over 90% of refined rare earth, which are used in a wide range of applications, ranging from semiconductors to missile defense systems. The latest dispute between the two countries began after China imposed export curbs on rare earths, especially to chipmakers and defense firms.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/MP">MP Materials</a>, the top domestic producer, was in the ‘bearish’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:790/98;" src="https://news.stocktwits-cdn.com/MP_Oct_30_JPG_b7b0bcf210.webp" alt="MP’s Sentiment Meter and Message Volume as of 03:04 a.m. ET on Oct. 30, 2025 | Source: Stocktwits" width="790" height="98"><figcaption>MP’s Sentiment Meter and Message Volume as of 03:04 a.m. ET on Oct. 30, 2025 | Source: Stocktwits</figcaption></figure>“Regardless of a China-USA deal. We need MP to continue to advance production. We can't be held hostage in the future for rare earths. We need our own production,” one user wrote.<stembedurl>https://stocktwits.com/SPG565/message/599800333</stembedurl>“A kind of gallows deadline for the U.S., which must be renegotiated every year, and puts additional pressure on the U.S.,” said another trader.<stembedurl>https://stocktwits.com/Peeeer/message/634267867</stembedurl><h2 class="st-heading-2">Why Are Rare Earth Stocks Up This Year?</h2>The White House has stepped up its efforts over the past months to increase domestic production of critical minerals. The U.S. has taken stakes in companies such as Lithium Americas, MP Materials, Critical Metals, and Trilogy Metals. The White House has also stated that it is in talks with many other companies over potential stakes.MP Materials and Trilogy Metals stocks have more than quadrupled this year. Critical Metals stock and USA Rare Earth stock have gained nearly 72% and 45%, respectively.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/trump-orders-pentagon-to-restart-nuclear-tests-after-over-30-years-on-equal-basis-with-rivals/cLGFlHER3Dm">Trump Orders Pentagon To Restart Nuclear Tests After Over 30 Years ‘On Equal Basis’ With Rivals: Watch These Defense Stocks</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump and Chinese President Xi Jinping shake hands as they depart following a bilateral meeting at Gimhae Air Base on October 30, 2025 in Busan, South Korea. 

Rare Earth Stocks In Spotlight After Trump-Xi Agree To Critical Minerals Deal

MP Materials' stock is down 9.2% this week. The Metals Company stock has fallen 3.5%, Critical Metals stock slipped 8.5%, USA Rare Earth, and Trilogy Metals have fallen between 14.7% and 22.9%.

<ul class="summary-bullets"><li>Tesla will showcase its Cybercab robotaxi at the China International Import Expo from Nov. 5–Nov. 10, marking its first appearance in Asia and return to the Shanghai event after skipping 2024.</li><li>CEO Elon Musk said Tesla’s self-driving technology could spread “faster than any technology ever,” with mass production of the Cybercab expected to begin next year.</li><li>The debut comes as Chinese rival Xpeng gears up for its AI Day and Tesla faces pressure from slower China sales and investor skepticism following weak Q3 earnings.</li></ul>Tesla’s much-anticipated Cybercab robotaxi will debut in the Asia-Pacific region at the upcoming China International Import Expo (CIIE), after the company sat out the event last year.The automaker shared on Weibo that it will be at Booth A3-03 in Hall 2.1 of the Shanghai National Exhibition and Convention Center during the expo, which is set to take place from Nov. 5 to Nov. 10, according to a CnEVPost&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2025/10/30/tesla-return-china-import-expo-cybercab-asian-debut/">report</a>.&nbsp;<h2 class="st-heading-2">Return After One-Year Absence</h2>Tesla had been a regular at China’s import expo since its launch in 2018, attending six consecutive editions before its absence in 2024. The previous year’s show featured automakers including General Motors, Ford, Volkswagen, BMW, and Mercedes-Benz.<h2 class="st-heading-2">Production Progress</h2>First revealed in the U.S. in October 2024, the Cybercab is expected to have a production volume of at least 2 million units a year, according to CEO Elon Musk. Tesla will begin mass production of the Cybercab next year. It has now been&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-s-cybercab-spotted-testing-near-engineering-hq-in-california/cLGF0vLR3DW">spotted testing on public roads</a> in California for the first time.Musk on Wednesday&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/1983431756603895977">touted</a> Tesla's autonomous driving feature, saying it "might spread faster than any technology ever," adding that the "hardware foundations have been laid for such a long time that a software update enables self-driving for millions of pre-existing cars in a short period of time."<h2 class="st-heading-2">Competitive Market&nbsp;</h2>Tesla’s reappearance at CIIE comes as Chinese rival Xpeng prepares to host its annual AI Day on Nov. 5, where it’s expected to showcase progress in physical AI and autonomous driving, possibly including robotaxis.Meanwhile, Tesla’s China sales have slowed, with 432,704 vehicles delivered between January and September, down 5.97% year over year, according to data compiled by CnEVPost. The automaker posted year-on-year delivery declines in seven of the first nine months of 2025, signaling a need for renewed momentum in its largest international market.<h2 class="st-heading-2">Stocktwits Users Show Bearish Mood&nbsp;</h2>On Stocktwits, retail sentiment for Tesla was 'bearish' amid 'normal' message volume following the company’s disappointing third-quarter earnings report and amid intense discussion about the impending shareholder&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cal-pers-joins-backlash-against-musk-s-1-trillion-tesla-pay-plan/cLGFgFNR3Da">vote</a> for Musk’s whopping $1 trillion pay package.<a href="https://stocktwits.com/symbol/TSLA">Tesla’s stock</a> has risen 14% so far in 2025, trailing gains in the benchmark S&amp;P 500 and Nasdaq indices.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A prototype of the Tesla Cybercab stands in a showroom in the Mall of Berlin. Photo: Hannes P. Albert/dpa (Photo by Hannes P Albert/picture alliance via Getty Images)

Tesla’s Cybercab Set For Asia Debut At Shanghai Expo As Musk Talks Rapid Self-Driving Rollout, Xpeng Rivalry Looms

The debut comes as Chinese rival Xpeng gears up for its AI Day and Tesla faces pressure from slower China sales and investor skepticism following weak Q3 earnings.

<ul class="summary-bullets"><li>The Republican President’s comments come amid a rise in Russia’s tests of so-called nuclear-capable super weapons in recent weeks.</li><li>Defense firms such as RTX, General Dynamics, Northrup Grumman, Boeing, and Lockheed Martin stand to benefit from increased spending.</li><li>“Because of other countries' testing programs, I have instructed the Department of War to start testing our Nuclear Weapons on an equal basis.” — Trump.&nbsp;</li></ul>Defense stocks were in focus after President Donald Trump said on Wednesday that the U.S. will begin testing nuclear weapons, citing recent tests carried out by rivals.“Because of other countries' testing programs, I have instructed the Department of War to start testing our Nuclear Weapons on an equal basis. That process will begin immediately,” Trump <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/115460423936412555">wrote</a> on Truth Social.The Republican President’s comments come amid a rise in Russia’s tests of so-called nuclear-capable super weapons in recent weeks, as per a Bloomberg News report. Moscow reportedly tested an atomic-powered torpedo drone, which can carry nuclear weapons, on Wednesday, days after carrying out launches of its long-distance cruise missile.<h2 class="st-heading-2">When Did The US And Russia Last Conduct Nuclear Tests?</h2>The U.S. last tested a nuclear bomb way back in September 1992 in an underground facility in Nevada, before President George H.W. Bush paused such tests by issuing a moratorium. The reversal of the decades-old U.S. nuclear policy could once again start a global nuclear arms race.Moscow’s last test was in 1990, before the fall of the Soviet Union. Both sides have since relied on testing intercontinental ballistic missiles with mock weapons and computer modeling to examine the weapons.During Trump’s first term, the U.S. withdrew from a nuclear disarmament treaty with Russia, citing Moscow's violation of the treaty through the production of banned missiles. He also mentioned China's absence, a growing nuclear power, as one of the key drawbacks of the treaty.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sipri.org/media/press-release/2025/nuclear-risks-grow-new-arms-race-looms-new-sipri-yearbook-out-now#:~:text=SIPRI%20estimates%20that%20China%20now,warheads%20a%20year%20since%202023.">report</a> by the Stockholm International Peace Research Institute (SIPRI) earlier this year, Beijing now holds at least 600 nuclear warheads, with the Chinese military adding nearly 100 warheads per year on average since 2023.<h2 class="st-heading-2">Which Companies Could Benefit?</h2>While Trump did not clarify whether the U.S. would carry out nuclear explosions or it would test nuclear-capable missiles, an increase in testing would likely see more contracts for aerospace and defense players in the U.S.Last year, Northrop Grumman secured a $3.5 billion contract from the U.S. Navy to create the mission systems integrator for the Navy's new generation of aircraft, designed for emergency command of nuclear-armed forces. In 2015, the company nabbed the contract to develop the stealthy B-21 bomber, before getting another contract in 2019 to create a successor to the Minuteman III ICBM, which has been in service since the 1970s.Lockheed Martin also holds a contract to build the re-entry vehicle for the upcoming Sentinel ICBMs, as well as a $383 million contract to modernize the Trident II D5 nuclear missile. Another defense firm, RTX, is developing the engines for the B-21 bomber through its Pratt &amp; Whitney unit, as well as a Long Range Standoff stealthy cruise missile.Boeing was awarded a $2.8 billion contract for the Evolved Strategic Satellite Communications (ESS) program to provide space-based nuclear, command, control, and communications services to the U.S. nuclear command. Boeing also provides support to the guidance subsystem of the Minuteman missiles. Another firm, General Dynamics, is building a dozen nuclear-capable submarines that will carry the bulk of the nuclear warheads.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/LMT">Lockheed Martin</a>, Northrup Grumman, and RTX was in the ‘bearish’ territory at the time of writing, while traders were ‘bullish’ about Boeing.<figure class="image"><img style="aspect-ratio:793/98;" src="https://news.stocktwits-cdn.com/NOC_Oct_30_JPG_5134e7c423.webp" alt="LMT’s Sentiment Meter and Message Volume as of 02:05 a.m. ET on Oct. 30, 2025 | Source: Stocktwits" width="793" height="98"><figcaption>LMT’s Sentiment Meter and Message Volume as of 02:05 a.m. ET on Oct. 30, 2025 | Source: Stocktwits</figcaption></figure>RTX stock has gained 50.8% this year, while Northrup stock and General Dynamics shares are up 24% and 30%, respectively, all outperforming the benchmark S&amp;P 500 and Nasdaq indices. Boeing shares have risen nearly 20% but Lockheed stock has fallen 0.1% after concerns over its F-35 program.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/fiserv-stock-lands-downgrade-on-wall-street-after-nosedive/cLGFKqcR3DL">Fiserv Stock Lands Another Downgrade On Wall Street After Nosedive — Analyst Says Turnaround ‘Will Take A While’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 U.S. President Donald Trump delivers remarks during the APEC CEO Summit at the Gyeongju Arts Center on October 29, 2025 in Gyeongju, South Korea.

Trump Orders Pentagon To Restart Nuclear Tests After Over 30 Years ‘On Equal Basis’ With Rivals: Watch These Defense Stocks

Defense firms such as RTX, General Dynamics, Northrup Grumman, Boeing, and Lockheed Martin stand to benefit from increased spending.

Moscow reportedly tested an atomic-powered torpedo drone, which can carry nuclear weapons, on Wednesday.

<ul class="summary-bullets"><li>U.S. President Donald Trump and Chinese President Xi Jinping met in South Korea on Thursday, their first meeting in six years.</li><li>Trump says the meeting was "amazing," and that the two sides have reached agreements on fentanyl, soybeans, rare earths, and other issues.</li><li>Tariffs on Chinese exports will also be lowered to 47% from 57%.</li></ul>U.S. President Donald Trump said he had an "amazing meeting" with his Chinese counterpart, Xi Jinping, and the two sides struck agreements on rare earths and critical minerals, and agreed to lower tariffs on Chinese goods, including reducing a duty on fentanyl exports by half to 10%, according to media reports.The deal will also see China resume soybean purchases from the U.S., Trump reportedly told reporters aboard Air Force One. The leaders met in South Korea on Thursday, the first time in six years.Under the terms, Beijing will create a one-year agreement each year for rare earth exports and "work very hard to stop fentanyl," a synthetic opioid used medically for severe pain relief, but is also illegally produced and sold. China is said to be a key source of precursor chemicals used by Mexican drug cartels to make illicit fentanyl.Tariffs on Chinese exports will also be lowered to 47% from 57%, Trump said. His comments follow meetings between Chinese and US officials in Malaysia last weekend.Following the news, market <a href="https://stocktwits.com/news-articles/markets/equity/us-stocks-poised-to-open-higher-as-trump-xi-meeting-fuels-market-optimism/cLGFlBxR3Dk">futures rose</a> and signaled a strong open on Wall Street Thursday, although ETFs tracking the benchmark indices were faced with 'bearish' sentiment on Stocktwits.Notably, the talks did not cover allowing the sale of Nvidia's most advanced chips in China, the sale of TikTok's U.S. operations, or the Taiwan policy. However, the two sides did discuss access to some of the chipmaker's other products, and also agreed to work on ending the war in Ukraine and removing shipping tariffs and fees.There were no official comments from China as of the time of writing this report."We do not always see eye-to-eye with each other, and it is normal for the two leading economies of the world to have frictions now and then," Xi had said at the Asia-Pacific Economic Cooperation summit in South Korea, ahead of his meeting with Trump.&nbsp;"And in the face of wind, waves and challenges, you and I, at the helm of Chinese relations, should stay the right course and ensure the steady sailing forward of the giant ship of China-U.S. relations."For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/carvana-stock-drops-on-soft-q3-profit-rising-subprime-auto-loans-exacerbate-concerns/cLGF1PrR3D0">&nbsp;Carvana Stock Drops On Soft Q3 Profit; Rising Subprime Auto Loans Exacerbate Concerns</a>

U.S. President Donald Trump greets Chinese President Xi Jinping ahead of a bilateral meeting at Gimhae Air Base on October 30, 2025 in Busan, South Korea. (Photo by Andrew Harnik/Getty Images)

Trump's 'Amazing' Meeting With China's Xi Yields Major Trade Wins In Rare Earths, Tariff Cuts And Soybean Deals

Tariffs on Chinese exports will also be lowered to 47% from 57%.

<ul class="summary-bullets"><li>A massive $16 billion tax provision related to President Donald Trump’s tax bill weighed on Meta Platform’s bottom line.</li><li>Following a meeting with Chinese President Xi Jinping, Trump said he would cut fentanyl tariffs on China, and a rare-earth deal has been reached.</li><li>Apple and Amazon headline the earnings news flow for Thursday.</li></ul>U.S. stocks are set to open Thursday’s session on a positive note following a market pause in the previous session, as optimism about President Donald Trump’s meeting with Chinese counterpart Xi Jinping managed to outweigh apprehensions about the mixed bag of big tech earnings.Trump&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/30/trump-cuts-fentanyl-tariffs-on-china-to-10percent-says-us-reached-rare-earths-deal-.html">told</a> the press that duties on fentanyl imports from China have been slashed to 10% and a rare earths deal has been reached with the Asian country.However, a massive&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-stock-sinks-after-hours-as-16-b-tax-provision-hits-q3-profit/cLGFOylR3D7">$16 billion tax provision</a> related to Trump’s tax bill weighed on Meta Platform’s (META) bottom line, sending its stock sharply lower in after-hours trading, and Microsoft’s (MSFT)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-analyst-says-this-is-everything-we-could-have-asked-for-after-q1-beat/cLGFWkmR3Df">soft guidance</a>&nbsp;dented investor sentiment. On the other hand, Alphabet, Inc. (GOOGL) (GOOG) defied the big-tech sell-off, with&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-crushes-q3-stock-soars-after-hours/cLGFQ9qR3DJ">strong quarterly results</a>, underpinned by robust Search and Cloud revenue.<h2 class="st-heading-2">How Futures Are Trading</h2>As of 1:30 a.m. ET on Thursday, the Nasdaq 100, S&amp;P 500, and Dow futures&nbsp;were up between 0.05% and 0.15%, recouping some of the early losses, while the Russell 2000 futures climbed 0.24%.On Stocktwits,&nbsp;however, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>,&nbsp;an exchange-traded fund that tracks the S&amp;P 500 Index,&nbsp;turned ‘bearish’ early Thursday, and that toward the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq 100 Index, worsened to ‘extremely bearish’ from ‘neutral’ a day ago. The message volume on both streams stood at ‘high’ levels.Posting on the QQQ stream, a bearish user raised the specter of more losses.<stembedurl>https://stocktwits.com/trading_insight/message/634266833</stembedurl><h2 class="st-heading-2">How Markets Traded Wednesday</h2>Stocks closed Wednesday’s session on a mixed note, as the market digested the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ed-cuts-rates-by-25-basis-points-october-fomc-meeting/cLGZvdHR3DR">Fed decision</a> and Chair Jerome Powell’s comments at the press conference that followed. The Nasdaq Composite and the Nasdaq 100 indices recovered from mid-session weakness triggered by Powell's hint of a potential rate pause in December and ended moderately higher, setting fresh records.Market heavyweight Nvidia (NVDA) rallied nearly 3% to a fresh peak, topping $5 trillion in market capitalization amid ongoing optimism about the artificial intelligence (AI) opportunity.On the other hand, the S&amp;P 500 Index ended flat, with a negative bias, and the Dow Jones Industrial Average and the Russell 2000 Index ended lower.&nbsp;<h2 class="st-heading-2">Key Catalysts To Watch Out For</h2>On the economic front, Fed Vice Chair for Supervision Michelle Bowman is scheduled to speak at 9:55 a.m. ET.Apple, Inc. (AAPL) and Amazon (AMZN) headline the earnings news flow for Thursday, although both are due to report after the market closes. The other key earnings reports for the day include those from Bristol-Myers Squibb (BMY), Cardinal Health (CAH), Comcast (CMCSA), Eli Lilly (LLY), Fox Corp. (FOXA), Merck (MRK), Roblox (RBLX), Sirius XM (SIRI), Mastercard (MA), Atlassian (TEAM), BJ Restaurants (BJRI), Cloudflare (NET), Coinbase Global (COIN), First Solar (FSLR), Monolithic Power (MPWR), Reddit (RDDT), Roku (ROKU), Twilio (TWLO), Western Digital (WDC) and Zillow (ZG).<h2 class="st-heading-2">How Other Markets Fared</h2>Crude oil futures, which staged a modest recovery on Wednesday, have reversed course early Thursday. Gold futures slipped and the 10-year U.S. Treasury note yield rose further after spiking above the 4% mark after Powell’s hawkish comment and the central bank’s decision to end quantitative tightening in December. The U.S. dollar ticked down against its major counterparts. Most major Asian markets traded lower after the Fed decision and the mixed U.S. tech earnings.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fed-to-end-qt-citing-ample-reserves-liquidity/cLGFKtHR3Di">Fed To End QT, Citing Ample Reserves, Liquidity: What Early Wind-Down Means For Market?</a>

Traders work on the floor of the New York Stock Exchange (NYSE) on October 13, 2025, in New York City. 

US Stocks Poised To Open Higher As Trump-Xi Meeting Fuels Market Optimism: Retail Turns Contrarian

Following a meeting with Chinese President Xi Jinping, Trump said he would cut fentanyl tariffs on China, and a rare-earth deal has been reached.

<ul class="summary-bullets"><li>The company requested a meeting with the FDA to discuss an accelerated approval pathway for its lead cancer drug, PDS0101, following strong final data from its VERSATILE-002 trial.</li><li>The proposal includes amending the ongoing VERSATILE-003 Phase 3 study to add progression-free survival as an earlier primary endpoint, potentially allowing for an earlier submission.</li><li>Retail traders on Stocktwits flooded discussions with optimism, calling the stock “too cheap” and speculating that the FDA could grant early approval to give patients faster access to the therapy.</li></ul>Shares of PDS Biotechnology logged their best session in more than two months after the late-stage immunotherapy company said it has requested a meeting with the U.S. Food and Drug Administration to discuss an expedited approval pathway for PDS0101, its lead candidate in HPV16-positive head and neck cancer.<h2 class="st-heading-2">FDA Meeting Request</h2>The company said the request follows a review of the final VERSATILE-002 trial data and a proposal to amend the ongoing VERSATILE-003 Phase 3 study. The amendment would reduce the number of patients while maintaining statistical power and add progression-free survival (PFS) as an earlier primary endpoint, alongside median overall survival (mOS).If the PFS endpoint is met, it could allow for an accelerated approval submission to the FDA. While the amendment is under review, the VERSATILE-003 trial will be temporarily paused, though treatment for currently enrolled patients will continue.<h2 class="st-heading-2">Almost 40 Months Of Median Survival</h2>CEO Frank Bedu-Addo said the final survival results from VERSATILE-002 were “very exciting,” noting that it was the first trial in the recurrent or metastatic head and neck cancer population to show a median overall survival of almost 40 months. He added that seeking to include PFS as an earlier primary endpoint could shorten the trial duration.Chief Medical Officer Kirk Shepard said the company’s goal is to pursue the fastest and most cost-effective regulatory path for approval and to provide a non-chemotherapy option for patients who currently lack effective therapies.<h2 class="st-heading-2">Trial Background</h2>VERSATILE-002 is an open-label, multi-center Phase 2 trial evaluating the safety and efficacy of PDS0101, an HPV16-targeted immunotherapy, in combination with pembrolizumab for unresectable, recurrent or metastatic HPV16-positive head and neck cancer.On Stocktwits, retail sentiment for PDS Biotechnology was ‘extremely bullish’ amid a 2,333% surge in 24-hour message volume.<h2 class="st-heading-2">Stocktwits Bulls Bet On Early FDA Nod</h2>One user said the news was “very good” and that the stock looked “way too cheap,” suggesting they were watching for more upside.<stembedurl>https://stocktwits.com/makedatbread88/message/634249334</stembedurl>Another user speculated that the FDA might allow an early approval if PDS agreed to continue trials at the same time, calling it a move that could give very sick head and neck cancer patients access to a potentially life-saving therapy.<stembedurl>https://stocktwits.com/Stockman824/message/634214470</stembedurl><a href="https://stocktwits.com/symbol/PDSB">PDS Biotechnology’s stock</a> has declined 38% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

PDS Biotechnology’s stock (PDSB) has declined 38% so far in 2025. | Image source: Getty Images

PDS Biotechnology Stock Logs Best Session In 2 Months After FDA Fast-Track Push For Cancer Drug — Retail Bets On Early Approval

The company requested a meeting with the FDA to discuss an accelerated approval pathway for its lead cancer drug, PDS0101, following strong final data from its VERSATILE-002 trial.

SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending downwards as investors react to the company's earnings report, which included a significant one-time tax charge and forecasts of increased capital expenditures for AI development. The community is debating whether this decline presents a buying opportunity or signals concerns about future profitability and spending discipline. Some believe the market is overreacting to a non-recurring event, while others worry about the long-term implications of Meta's aggressive AI investments.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Fueled by growing anticipation for its upcoming earnings report, GOOG is trending as the community discusses the potential impact of AI advancements and cloud services on its revenue. Positive sentiment is building around Google's core businesses, with some analysts raising price targets ahead of the report. Traders are also closely watching for updates on Google's AI strategy and partnerships, particularly regarding quantum computing.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARBB is trending due to after-hours momentum and a low float, sparking community interest in a potential short squeeze. Discussions revolve around its potential to reach higher price levels, with some comparing it to other recent high-flying stocks. However, caution is advised as some traders are calling it a pump and dump scheme.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf ($WULF) is trending amid discussions of its recent $900M convertible note offering and its implications for dilution and growth, with community members debating the bullish and bearish interpretations of the financing structure. Bullish sentiment highlights the potential for expansion in AI and data centers, while bears focus on the risk of short-term price decline. The conversation also includes speculation around potential partnerships with major players like Google.

Emergent BioSolutions Inc. engages in the development, manufacture, and commercialization of medical countermeasures. It operates through the following segments: Commercial Product Sales, MCM Product Sales, and Services. The Commercial Product Sales segment includes NARCAN products and other commercial products that were sold as part of the travel health business. The MCM Product Sales segment focuses on the Anthrax - MCM products, Smallpox - MCM products and other products. The Services segment consists of the company’s Bioservices offerings. It offers products for civilian and military populations that address accidental, intentional, and naturally occurring public health threats. The company was founded by Fuad El-Hibri on September 5, 1998 and is headquartered in Gaithersburg, MD.

Emergent Biosolutions Inc

Emergent BioSolutions is trending after a surprise Q3 profit and upgraded guidance sparked bullish sentiment among retail traders. The community is focused on a potential short squeeze, with some anticipating a re-rating of the stock. Optimism is fueled by discussions of debt repayment, potential buyouts, and the company's future revenue prospects.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle's stock is trending downwards after disappointing earnings and lowered guidance, with concerns about declining customer traffic and macroeconomic pressures. The community is discussing whether the stock is oversold and if a significant bounce is likely. Many express concerns about high prices, reduced portion sizes, and declining food quality impacting the brand's popularity.

Vanguard Group, Inc. - Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF

VTI is trending due to a mix of political and economic factors, including discussions around Trump's policies and their impact on various sectors. Community members are debating the potential effects of tariffs, trade deals, and government actions on market stability and individual companies. There's also active discussion about the Federal Reserve's interest rate decisions and their implications for future economic growth.

Sprouts Farmers Market, Inc. engages in the operation of healthy grocery stores. The firm specializes in fresh, natural and organic products. Its products include fresh produce, bulk foods, vitamins and supplements, grocery, meat and seafood, deli, bakery, dairy, frozen foods, body care and natural household items. The company was founded by Stan Boney, Shon Alexander Boney, and Kevin K. Easler on July 11, 2002 and is headquartered in Phoenix, AZ.

Sprouts Farmers Market Inc

Sprouts Farmers Market is trending as the community discusses the recent share repurchase authorization of $1 billion. While some investors see this as a bullish signal and buying opportunity, others express concerns about lowered guidance and potential challenges ahead for the grocery chain, drawing comparisons to sector averages. The debate centers on whether the buyback will offset concerns about the company's growth prospects and valuation.

This is a legacy token commemorating the pseudonym Satoshi Nakamoto.

Satoshi Nakamoto

$SATOSHI is trending as the 'Bitcoin of memes,' sparking excitement about its potential within the crypto space; the community rallies behind the narrative that 'We are all Satoshi.' Anticipation is building for upcoming events that could further propel the token's visibility and adoption.

FMC Corp. is an agricultural sciences company, which engages in the provision of solutions to growers and development of pipeline in crop protection, plant health, agriculture, pest control, and turf management. It offers insect control products under the Rynaxypyr and Cyazypyr brands, herbicides under the Authority, Boral, Centium, Command, and Gamit brands, insecticides under the Talstar and Hero brands, flutriafol-based fungicides, and bionematicides under the Quartzo and Presence brands. The company was founded by John Bean in 1883 and is headquartered in Philadelphia, PA.

FMC Corp.

FMC's stock is trending due to a significant after-hours drop following earnings, driven by a cut to the dividend and lower guidance. The community is actively discussing whether the steep decline is an overreaction and speculating on potential recovery strategies, along with the future of the company's leadership. While some investors see a buying opportunity amidst the volatility, others are concerned about the long-term implications of the dividend cut and reduced earnings outlook.

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