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Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoins selloff amid concerns over a reported Binance security breach is weighing on Strategy shares, with traders debating whether the crypto-market shock signals deeper trouble or a buying opportunity. Concerns about Strategys quarterly results and CFO transition add to the bearish discussion, while some investors expect a rebound.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

DaVitas warning that DefenCaths Medicare add-on reimbursement could decline sharply after the first quarter of 2027 has fueled concern about pricing and CorMedixs largest revenue driver, alongside a steep selloff. Traders disagree on whether the comments signal a lasting revenue threat or are preliminary, DaVita-specific estimates with limited visibility into future reimbursement and utilization.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TGTX has reached fresh 52-week highs, with traders focused on an expected Q3 earnings report and debating whether the rally reflects BRIUMVI growth expectations or speculative buyout hopes and short covering. The buyout talk remains unconfirmed, and the earnings date has not been officially confirmed.

Whirlpool Corp. engages in the manufacturing and marketing of home appliances. Its products include home laundry appliances, refrigerators and freezers, cooking appliances, home dishwashers, and room air-conditioning equipment, mixers, and portable household appliances. The firm's brands include Whirlpool, KitchenAid, Maytag, Consul, Brastemp, Amana, Bauknecht, JennAir, and Indesit. It operates through the following geographical segments: Major Domestic Appliances (MDA) North America, Major Domestic Appliances (MDA) Latin America, Small Domestic Appliances (SDA) Global, and Others. The company was founded by Emory Upton, Fred Upton, and Louis C. Upton on November 11, 1911 and is headquartered in Benton Harbor, MI.

Whirlpool Corp.

Whirlpools weak Q1 results, sharply reduced full-year outlook and dividend suspension have driven attention, as the company cited recession-level appliance demand and blamed the Iran war and collapsing consumer confidence. Many traders are alarmed by the worsening outlook and debt burden, while some see the selloff as an overreaction and are buying for a possible rebound.

CVS Health Corp. is a health solutions company, which engages in the provision of healthcare services. It operates through the following segments: Health Care Benefits, Health Services, Pharmacy and Consumer Wellness, and Corporate and Other. The Health Care Benefits segment operates as a health care benefits provider. The Health Services segment offers a full range of PBM solutions, delivers health care services in its medical clinics, virtually, and in the home. The Pharmacy & Consumer Wellness segment dispenses prescriptions in its retail pharmacies and through its infusion operations. The Corporate and Other Segment is involved in management and administrative expenses. The company was founded by Stanley P. Goldstein and Ralph Hoagland in 1963 and is headquartered in Woonsocket, RI.

CVS Health Corp

Weaker 2027 Medicare Advantage star ratings for Aetna are driving concern about lost bonus payments and future margin pressure. Traders are comparing CVSs weakness with Humanas rally on improved ratings, while debating whether the setback is already priced in.

Corvus Pharmaceuticals, Inc. engages in the development of product candidates for the treatment of cancer and immune-mediated and inflammatory diseases. Its product candidates include soquelitinib, an ITK inhibitor, ciforadenant, an adenosine A2A receptor antagonist, and mupadolimab, a B cell-activating anti-CD73 antibody. The company was founded by Richard A. Miller, Peter A. Thompson, Joseph J. Buggy, and Erik Verner on January 27, 2014 and is headquartered in South San Francisco, CA.

Corvus Pharmaceuticals Inc

Traders are focused on a possible update on Corvuss ALPS program around the ASH abstract release and a company call, though the timing and whether the data will be disclosed remain uncertain. Optimism about a potential catalyst is countered by concerns over past delays, managements limited updates and heavy short interest.

Revolution Medicines, Inc. is a clinical-stage precision oncology company, which engages in developing novel targeted therapies. It engages in the discovery and development of cancer treatment by pioneering novel combination and monotherapy treatment regimens to maximize the depth and durability of clinical benefit and circumvent adaptive resistance mechanisms for patients which are dependent on the RAS and mTOR pathway. The company was founded by Mark A. Goldsmith, Kevan Shokat, Martin D. Burke, David L. Pompliano and Michael Fischbach in October 2014 and is headquartered in Redwood City, CA.

Revolution Medicines Inc

RASONQUE (daraxonrasib), Revolution Medicines pancreatic cancer therapy, remains the main focus: traders cite its Phase 3 survival results and FDA approval as support for the companys commercial and broader RAS-drug pipeline prospects. Discussion is also divided over valuation and efficacy across KRAS subtypes, with some traders pointing to competition from selective G12D drugs such as Verastems VS-7375.

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 updated NSCLC trial results and shift toward biomarker-selected lung-cancer studies are driving attention: the overall response rate was 24.6%, while a retrospective subgroup showed a stronger signal, but the lung-cancer filing is expected in 2027 and durability remains uncertain. Traders are divided between viewing the selloff as an overreaction to promising precision-treatment data and seeing a narrower, delayed opportunity compounded by managements confusing presentation.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples fiscal fourth-quarter earnings report is the focus, with traders debating whether its premium valuation can be justified amid memory-cost pressures and concerns about iPhone demand and upgrade cycles. Some expect a sharp post-report drop, while others view Apples restrained AI spending and relative resilience during the tech selloff as supporting its safe-haven appeal.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Arrowheads interim ARO-MAPT resultsshowing substantial tau reduction and supporting subcutaneous delivery of RNAi to the central nervous systemare a major focus. Traders broadly view the data as encouraging platform validation, but many are frustrated that the share price has not reflected the positive results and debate whether the weakness is market-driven or a sell-the-news reaction.

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Is American Tower (AMT) Stock Outpacing Its Finance Peers This Year?

Here is how American Tower (AMT) and ACNB (ACNB) have performed compared to their sector so far this year.

From Cooling to Backup Power, Data Center Demand Is Showing Up in Quarterly Results

From Cooling to Backup Power, Data Center Demand Is Showing Up in Quarterly Results From Cooling to Backup Power, Data Center Demand Is Showing Up in Quarterly ResultsPR NewswireNEW YORK, Oct. 28, 2026 NEW YORK, Oct. 28, 2026 /PRNewswire/ -- Equity Insider News Commentary- The money going into data...

SpaceX's Starlink Could Be a 'New Customer at Scale' for American Tower

American Tower CEO sees SpaceX's Starlink as a potential large-scale U.S. customer, but not accounted for its long-term growth outlook yet.read more...

Delta Air, American Tower, Apple And A Health Care: CNBC's 'Final Trades'

CNBC Final Trades: Brown picked Delta, Harrington chose American Tower, Link selected UnitedHealth, and Terranova recommended Apple.read more...

American Tower (AMT) Q3 2026 Earnings Call Transcript

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AMT Q3 AFFO & Revenues Rise on Steady Demand, 2026 Outlook Raised

American Tower beats Q3 estimates as data center growth and global leasing demand boost revenues, prompting higher 2026 property revenue and AFFO outlooks.

American Tower Q3 2026 Earnings Call Transcript

American Tower (NYSE:AMT) reported third-quarter financial results on Tuesday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you by Benzinga APIs.read more...

Here's What Key Metrics Tell Us About American Tower (AMT) Q3 Earnings

While the top- and bottom-line numbers for American Tower (AMT) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

American Tower (AMT) Surpasses Q3 FFO and Revenue Estimates

American Tower (AMT) delivered FFO and revenue surprises of +1.06% and +0.44%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

American Tower Corporation Reports Third Quarter 2026 Financial Results

American Tower Corporation (NYSE: AMT) today reported financial results for the quarter ended September 30, 2026. Steve Vondran, American Towers Chief Executive Officer, stated, We delivered another solid quarter, supported by consistent leasing demand across our global tower portfolio and...

American Tower raised full-year 2026 property revenue midpoint by $55M; Adjusted EBITDA midpoint unchanged; net income midpoints lowered $30M each; AFFO per-share midpoint raised $0.02, to a range of $11.04 to $11.16.

American Tower reported lower net income, negative U.S. & Canada segment revenue growth and zero tenant-billings growth there, while disclosing substantial revenue concentration and sensitivity to customer creditworthiness.

American Tower reported 16.3% Data Centers cash revenue growth, 4.5% total property revenue growth and 1.1% Organic Tenant Billings Growth, alongside $315M in repurchases and $2B newly authorized.

American Tower Corp. provides real estate investment services, and owns, operates, and develops multi-tenant real estate properties. It offers leasing of space on communications sites to wireless service providers, radio and television broadcast companies. The firm operates through the following segments: U.S. and Canada, Africa and APAC, Europe, Latin America, and Data Centers, and Services. The company was founded in 1995 and is headquartered in Boston, MA.

American Tower Corp.

VZ, TMUS, T Stocks Face Valuation Pressure From SpaceX Wireless Push But Tower Operators Stand To Gain, Says Citi

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>Citi sees 29%-32% valuation risk for Verizon, T-Mobile and AT&amp;T, with another 4%-16% potential downside from current levels.</li><li>SpaceX is reportedly seeking access to at least 80,000 U.S. cell sites as it looks to establish a fourth nationwide wireless carrier.</li><li>Citi views the development as positive for Crown Castle, SBA Communications and American Tower.</li></ul>Verizon Communications (VZ), T-Mobile US (TMUS) and AT&amp;T (T) stocks came into focus Friday after Citi warned of further valuation pressure on established telecom operators as SpaceX (SPCX) advances plans to enter the U.S. wireless market.According to a note cited by TheFly, Citi sees 29%-32% valuation risk for the three carriers, with a 4%-16% downside potential from current levels following their pullbacks in 2026.The firm believes SpaceX is likely to build its own telecommunications company to compete in the U.S. mobile market, rather than become a mobile virtual network operator, an outcome it considers unlikely.At the time of writing, <a href="https://stocktwits.com/symbol/VZ">Verizon (VZ) shares</a> fell more than 1%, while T-Mobile (<a href="https://stocktwits.com/symbol/TMUS">TMUS</a>) and AT&amp;T (<a href="https://stocktwits.com/symbol/T">T</a>) declined over 5% each. On Stocktwits, retail sentiment was ‘bearish’ for T-Mobile (TMUS) and Verizon (VZ), while AT&amp;T (T) attracted ‘bullish’ sentiment.<h2 class="st-heading-2">SpaceX Eyes 80,000 Cell Sites For Nationwide Wireless Network</h2>SpaceX is seeking access to at least 80,000 cell sites across the U.S. and is in discussions with major infrastructure providers, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-10-22/spacex-in-talks-to-access-80-000-cell-sites-for-wireless-network">reported</a> Thursday, citing people familiar with the matter.The potential leasing agreements, which could be worth billions of dollars, would help SpaceX establish a fourth nationwide wireless carrier to compete with the country's dominant operators, the report said.SpaceX has also pursued low-band wireless spectrum to complement its Starlink satellites and received Federal Communications Commission approval for 15,000 additional satellites designed to provide mobile service directly to phones.During SpaceX's earnings call this week, CEO Elon Musk said the company plans to build terrestrial networks to provide broader connectivity wherever SpaceX and Starlink are permitted to operate.<h2 class="st-heading-2">Citi Sees Upside For Tower Operators</h2>While Citi views SpaceX's potential entry as negative for established telecom operators, it considers the reported cell-site plans a net positive for Crown Castle (CCI), SBA Communications (SBAC) and American Tower (AMT).According to the report, potential cell-site leasing agreements with SpaceX could be worth billions of dollars. Crown Castle, which operates approximately 40,000 U.S. cell towers, is among the companies reportedly in discussions with SpaceX.Asked about potential leasing talks with satellite-based operators during Wednesday's earnings call, Crown Castle CEO Chris Hillabrant said, “You can assume that we're talking to all parties,” without disclosing specific customer discussions.<h2 class="st-heading-2">Tower Stocks Rally on SpaceX Report</h2>The reported plans have already pressured telecom stocks while lifting shares of tower operators, reflecting investors' differing expectations for the two industries.At the time of writing, <a href="https://stocktwits.com/symbol/CCI">CCI shares</a> surged more than 10% to&nbsp;hit a four-month high, while SBA Communications (SBAC) and American Tower (AMT) gained around 4% and 6%, respectively.Among tower stocks, retail sentiment&nbsp;on Stocktwits&nbsp;was ‘bullish’ for CCI and <a href="https://stocktwits.com/symbol/AMT">AMT stock</a>, while sentiment around <a href="https://stocktwits.com/symbol/SBAC">SBAC stock</a> remained ‘neutral’.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uso-jumps-to-over-11-year-high-as-brent-tops-116-wti-crosses-100-amid-escalating-middle-east-tensions/cZxylsKRBxt">USO Jumps To Over 11-Year High As Brent Tops $116, WTI Crosses $100 Amid Escalating Middle East Tensions</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The network and technology of city in New York,USA. 

Verizon Communications (VZ), T-Mobile US (TMUS) and AT&T (T) stocks came into focus Friday after Citi warned of further valuation pressure on established telecom operators as SpaceX (SPCX) advances plans to enter the U.S. wireless market.

VZ, TMUS, T Stocks Face Valuation Pressure From SpaceX Wireless Push, Says Citi

The firm sees additional downside for established wireless carriers but views SpaceX's potential network expansion as a positive development for cell tower operators.

Crown Castle International Corp

SBA Communications Corp - Ordinary Shares - Class A

AT&T Inc

T-Mobile US Inc

Verizon Communications Inc.

Hold rates steady

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Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$1.62	--	--	N/A
Q3 '26	$1.64	$1.64	0.21%	BEAT
Q2 '26	$1.57	$1.86	18.72%	BEAT
Q1 '26	$1.60	$1.84	15.17%	BEAT
Q4 '25	$1.51	$1.75	15.98%	BEAT

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