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Latest markets articles, breaking news, in-depth analysis and updates from Stocktwits
Replimune’s First Commercial Drug Arrives—With A 2027 Cash Cliff And 2030 Finish Line
Replimune’s Tudriqev was granted accelerated approval by the FDA earlier this week, following two prior complete response letters and a 10-3 advisory committee vote in late July recommending the therapy.
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DJT Stock Gains As The Truth Social Company Reportedly Pulls Back From Two Crypto.com Deals
Trump Media & Technology Group is dialing back its aggressive cryptocurrency expansion that included a planned digital token treasury and native prediction market integration.
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NET, ZS, PANW End Second Week Higher — Citrini Research Sees Cybersecurity Stocks Pulling Further Ahead Of Software
Cybersecurity equities are decoupling from the broader software sector as sophisticated autonomous AI threats force enterprises to overhaul digital defenses.
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From Freddie Mac to Zoetis: Burry’s Five Buys and Chip Short
Burry added to long positions in Freddie Mac, Mercado Libre, lululemon, Fiserv and Zoetis while shorting more SOXX and buying additional March 2027 puts.
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Gold Stocks, ETFs See Best Week In Over A Year — Why Gold Is Back In Vogue?
Gold prices and gold-backed financial assets are experiencing a major weekly surge driven by expectations of Federal Reserve policy easing, institutional buying by central banks, and positive global ETF inflows.
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SpaceX Reportedly Nears $60B Cursor Acquisition — AI Startup Outlines Rebranding Plans
AI coding startup Cursor informed employees that SpaceX could finalize its $60-billion buyout as early as next week.
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SPCX Stock Clocks Best Session Since Early Trading Days, But Musk Says Starship Recovery ‘Not Looking Good’
SpaceX attempts to retrieve the Starship upper stage primarily to advance full reusability and accelerate development.
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S&P 500 Ends At Record High, Clocks Strongest Week Since April As Poor Jobs Data Calms Rate Hike Fear — SEZL, SPCX, RDW, PLTR, TTD In Focus
Nonfarm payrolls fell 23,000 last month, following substantial downward revisions to the prior two months, Bureau of Labor Statistics data showed on Friday.
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SEZL Stock Clocks Worst Day In A Year On Mixed Analyst Actions, Cautious H2 Guidance
The sell-off came after the buy-now-pay-later company reported second-quarter results on Thursday that topped estimates and raised full-year guidance.
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AVAV Stock Jumps 8% On Reported $400M Army Deal — Why Retail Sees AeroVironment’s Laser Weapons Moving Beyond Testing
The reported contract would mark the Pentagon’s first production order for a directed-energy counter-drone system beyond the prototype stage.
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Pharma Bro Shkreli Bets Against AAOI — ‘Commodity Bottleneck Doesn’t Make A Great Company’
In a post on X, the former hedge-fund manager and well-known short seller wrote that he is “shorting $AAOI on the pop,” adding that “one year of bottleneck on a commodity product does not make a great company.”
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These Two Biotech Stocks Hit Fresh 52-Week Highs Today – NTRA Clocks Best Day In Nearly 20 Months
Natera and Halozyme Therapeutics saw gains above 15%, led by bullish Wall Street commentary after better-than-expected second-quarter results.
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RDW Stock Gains More Than 55% In Record-Breaking Week – Here’s Everything That Drove The Super Run
State Street disclosed a passive stake of 7.3% in Redwire, according to a 13G filing on Friday.
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OpenAI To Slow Down Astra Model Release Over ‘Critical’ Cyber Capabilities, Will Safety-Test With Government Agencies
OpenAI has slowed the rollout of its unreleased "Astra" model after internal evaluations revealed coding capabilities that could present critical digital security threats.
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TMUS CEO Dismisses SPCX’s Starlink Mobile Threat — Why He Questions The Customer Gap Elon Musk Is Targeting
Srini Gopalan questioned what customer gap SpaceX’s planned mobile service would fill as T-Mobile targets further broadband and rural-market growth.
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S&P 500 Hits Record Highs — But BofA Warns Bullish Sentiment Has Gone Too Far
Bank of America says investor optimism has reached its most extreme level since 2021.
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JPMorgan's David Kelly Says Labor Market Is Tight, Not Strong: 'American Business Can't Find Workers... American Workers Can't Find A Raise'
During an interview with CNBC, Kelly cited a decline of 1.3 million workers over the last year as evidence of the tight labor market conditions in the country.
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CELH Stock On Track For Best Day In A Year After Post-Earnings Selloff — What’s Driving The Rally?
The billionaire founder of Rockstar Energy, Russ Savage, called for a leadership overhaul at Celsius.
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SPCX Stock Heads For Its Best Week – Analyst Upgrade, Billion-Dollar Institutional Stake Boost Sentiment
Argus said it is ‘encouraged’ by the rapid payback from SpaceX’s AI investments as demand for computing capacity continues to grow.
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MARA, CIFR, WULF Stocks Drop As Price Target Cuts Outweigh Bitcoin’s $65K Rebound
Bitcoin’s climb to $65,000 failed to lift Bitcoin mining stocks, even as MSTR, CRCL, and other crypto-linked equities moved higher.
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AWS Reportedly Tells Engineers To Conserve CPU Capacity Amid AI Compute Crunch
According to a report by The Information, AWS managers told engineers during a meeting in May to reduce compute usage wherever possible, including on CPU-powered servers.
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MSTR, CRCL, BMNR Stocks Rally After Bitcoin Reclaims $65K Despite CLARITY Delay
Bitcoin climbed above $65,000 for the first time in August, lifting crypto-linked stocks.
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Wendy’s Withdraws 2026 Guidance, Slashes Dividend – CEO Bob Wright Says ‘Clearly Not Performing At Our Potential’
Wright said that the company has already begun executing a turnaround focused on priorities that include improving menu quality and value, and strengthening marketing.
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Twilio’s Momentum In AI-Driven Communications Services Gets Wall Street Buzzing — CEO Says TWLO Is In A 'Powerful New Chapter'
Twilio drew bullish analyst commentary after its quarterly results, with firms highlighting accelerating growth, AI momentum and improving fundamentals.
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TTWO CEO Bets On 'Grand Theft Auto VI' To Keep $8.2B Net Bookings Target On Track
Take-Two topped Wall Street's revenue and earnings estimates in the fiscal first quarter.
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Oklo Posts Its First Quarterly Revenue A Day After Texas Reactor Milestone
Oklo posted revenue of $1.2 million in the second quarter, exceeding Street estimates of around $70,000, according to Fiscal.ai data
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ABNB Stock Eyes A 19-Month High — Wall Street Turns Bullish, Cites Expanding Growth Drivers Including AI-Powered Products
Citizens said that Airbnb’s strong quarter was supported by accelerating bookings growth, resilient travel demand, and an expanding set of growth drivers.
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DOCS Stock Soars After CEO Says Clinical AI Outperformed Anthropic, Wall Street Lifts Price Targets
CEO Jeff Tangney said Doximity's AI recorded a 4.8% error rate versus 13.6% for Anthropic's Fable 5.
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Trump Says He Won't Criticize Kevin Warsh Over Rate Decisions — Pushes For US To Have Lowest Interest Rates In The World
Trump argued that the current system unfairly rewards other countries despite the economic strength of the United States.
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TEAM Stock On Track For 7-Month High – BofA Says Atlassian Is An ‘AI Beneficiary Rather Than An AI Victim’
Bank of America upgraded Atlassian to ‘Buy’ and lifted its price target to $175 after the company's fourth-quarter results.
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SPCX Stock Hasn’t Bottomed Out Yet, But It’s ‘A Really Great Time To Buy,’ Says This Asset Manager
Alex Morris, CEO and CIO of F/m Investments, told CNBC that while the stock could face near-term volatility as options and ETFs come online, it is a great time to buy SPCX shares from a long-term perspective.
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NET Stock Heads Toward An All-Time High After Beat-And-Raise Q2 — Wall Street Calls Cloudflare A 'Compelling Picks-And-Shovels Play' On AI
Morningstar said Cloudflare’s distributed network positions it to benefit as enterprises look for lower-latency and more cost-efficient alternatives to centralized cloud AI processing.
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SKHY Stock Slips Premarket After Korean Memory Giant Reveals $38B Expansion Plan Amid AI Hyperscaler Capex Frenzy
Last month, South Korea announced an investment of $880 billion, mostly anchored by SK Hynix and Samsung, to expand the country’s chip manufacturing and AI capabilities.
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Trump Calls AI 'Bigger Than Oil' In the Race Against China For Tech, Crypto Dominance
In an interview with Punchbowl News, President Trump said expanding data center infrastructure is critical to supporting AI growth.
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TTD Stock Plunges Nearly 30% Premarket As ‘Awful’ Q2 Sparks Wave Of Wall Street Downgrades
If the move holds in Friday’s session, it would be the worst drop for TTD stock in over a year.
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Why Is HTZ Stock Surging Nearly 20% In Premarket Trading?
Hertz plans to expand its franchise and rideshare businesses and support Uber’s robotaxi program using Lucid vehicles.
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MP Stock Heads For Best Week In 10 Months: CEO Says Demand Continues To 'Outpace Our Production Growth'
Investors focus on MP Materials’ stronger rare earth output, defense partnerships and U.S. efforts to strengthen critical mineral supply chains.
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SNDK, WDC Rout Tests Chip Rally — Roundhill CEO Says ‘Beat And Raise Is Not Enough’ As Investors Return To NVDA
Roundhill CEO Dave Mazza called the memory pullback a leverage-driven “shakeout and repositioning,” even as DRAM attracted fresh inflows.
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Why Is AAOI Stock Surging 10% Premarket?
Applied Optoelectronics beat Q2 expectations, triggering a rise in its shares and those of peers.
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CRWV vs IREN: Which Stock Does Jim Cramer Think Is The Better Neocloud Bet?
CoreWeave is the leading neocloud provider, while IREN is an emerging player in the space.
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Why Is Sweetgreen Stock Sinking 15% Overnight?
Weaker second-quarter sales and a Cyclospora-related health scare hit Sweetgreen demand and reduced guidance.
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ASTS Vs. RKLB: Which Space Stock Has More Upside Ahead Of Earnings?
Retail sentiment toward both stocks improved to ‘bullish,’ but RKLB leads in watcher growth and share-price performance.
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APP Vs CELH Vs BROS Vs AXON: Retail Traders Are Most Interested In Buying Post-Earnings Dips Of These 2 Stocks
Growth-stock selloffs after second-quarter earnings sparked retail dip-buying, with AppLovin and Dutch Bros leading investor interest.
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Michael Burry Shares 'Three Great Charts' That Show Big AI Capex Could Unwind As Badly As Housing Did In 2008
Cloud companies’ capex would run at roughly 3% of the U.S. GDP every year from 2027 to 2029, up from 0.3% of GDP in 2019 and 1.4% in 2025, according to a top economist.
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‘Shark Tank’ Judge Kevin O’Leary Passed On SpaceX IPO, But May Buy Soon: ‘The Bigger Opportunity Is…’
SPCX stock climbed 6% on Thursday despite 911.5 million shares becoming eligible for sale after a lockup expired.
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WEN Stock Rises Overnight Ahead Of Q2 Results: Retail Bulls Eagerly Hope For 'Short Squeeze'
Wendy’s heads into second-quarter earnings as a high-risk market battleground, with heavy short interest, retail short-squeeze bets, and profit concerns.
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SNDK Stock Edges Up Overnight: Jefferies Slashes Price Target By Nearly 50% On Memory Growth Concerns
SanDisk and Western Digital stocks inched higher overnight after two days of sharp losses, but analysts say moderating growth is beginning to raise red flags.
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TSLA Stock Eyes Weekly Comeback As Elon Musk Touts Terafab’s Colossal Scale — Analyst Flags A Big Intel Question Mark
Musk said the completed complex would be 50 times the Pentagon’s size and can support over one terawatt of compute demand.
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Why Did IOVA, REPL, ROKU Stocks Surge To 52-Week Highs Today?
The rally showed that investors are paying more attention to fast-growing healthcare and digital media companies.
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TEAM, NET Stocks Rally Overnight After Earnings: Is ‘SaaSpocalypse’ Finally Fading?
Strong cloud results and a July rebound in SaaS stocks, followed by select strong earnings, are boosting investor sentiment.
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