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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidias sharp selloff is being tied by traders to fears that a Democratic sweep could bring tighter AI regulation or delay data-center projects, alongside broader doubts about AI spending and the sustainability of the chip rally. The community is divided between calling it an AI-bubble unwind and buying the dip on confidence in Nvidias long-term business.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A sharp broad-market selloff is being tied by traders to fears that the Democrats midterm gains could bring tighter AI rules and slow data-center investment, adding pressure to tech-heavy indexes. The community is split between seeing the drop as an overreaction and buying opportunity and expecting further losses amid uncertainty and an unwind in AI-related stocks.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs sharp tech-led selloff is being tied by traders to fears that the Democratic midterm sweep could bring tighter AI and data-center rules and slow infrastructure spending, with semiconductor weakness adding pressure. The community is split between seeing a deeper correction and AI-trade unwind ahead and viewing the drop as an overreaction or dip-buying opportunity.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Microns sharp selloff is being tied by traders to fears that Democratic gains and calls for tighter AI regulation could slow data-center construction and weaken demand for AI-related chips and memory, amid a broader semiconductor and AI-trade unwind. The community is divided between viewing the drop as an overreaction and dip-buying opportunity because AI memory demand remains strong, and warning that weaker AI spending or a prolonged sector reset could bring further declines.

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 quarterly results drew attention with record revenue growth, improved gross margins, and a longer cash runway, but the stock sold off despite the strong report. Traders debate whether broad biotech-market weakness and profit-taking drove the decline or whether concerns about Amtagvis sequential growth and the lung-cancer programs durability and 2027 filing timeline are weighing on sentiment.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

A sharp semiconductor and AI-stock selloff has drawn attention to AMD, with traders speculating that post-midterm calls for AI regulation could slow data-center construction, alongside broader concerns about AI spending. The drop contrasts with AMDs strong results and outlook; some traders call it an overreaction and buying opportunity, while others see lingering capex and valuation risks.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is drawing attention after a sharp selloff alongside AI and optical-infrastructure stocks, with traders citing concerns about hyperscaler spending, AI valuations and the companys upcoming earnings outlook. Some see the decline as an oversold buying opportunity, while others fear more downside and question whether strong results would be enough to reverse the weak sentiment.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unitys quarterly results and outlookfeaturing its first GAAP profit since going public, accelerating Vector advertising growth, and upbeat forward guidanceare driving the rally. Traders are largely celebrating a potential turnaround, while some question whether shares can sustain gains and break through resistance.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff has hammered SOXL, with traders pointing to fears that political shifts could constrain AI and data-center investment, alongside broader worries that the AI trade is unwinding. The funds 3x daily leverage has magnified the drop; traders disagree on whether it marks capitulation and a buying opportunity or further downside ahead.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

SMH is under pressure as semiconductor traders reassess the AI buildout, weighing concerns that data-center restrictions and doubts about returns on heavy AI spending could slow chip demand. The community is split between fears that the AI trade is unraveling and calls that the selloff is an overreaction, with compute demand still intact.

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Arcutis Biotherapeutics Q3 2026 Earnings Call Transcript

Arcutis Biotherapeutics (NASDAQ:ARQT) reported third-quarter financial results on Wednesday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you byread more...

Arcutis Biotherapeutics, Inc. (ARQT) Misses Q3 Earnings Estimates

Arcutis Biotherapeutics (ARQT) delivered earnings and revenue surprises of -64.71% and +1.61%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Sarepta Therapeutics (SRPT) Earnings Expected to Grow: Should You Buy?

Sarepta Therapeutics (SRPT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Arcutis Biotherapeutics, Inc. (ARQT) Reports Next Week: Wall Street Expects Earnings Growth

Arcutis Biotherapeutics (ARQT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Why Is Arcutis Biotherapeutics Stock Surging Thursday?

Cantor Fitzgerald initiated Arcutis (ARQT) at Overweight with a $48 target, citing Zoryve's potential for $3.5B in peak sales.read more...

Merck's Tulisokibart Meets Endpoints in Hidradenitis Suppurativa Study

MRK's tulisokibart meets the phase IIb HS study's primary endpoint, with high and medium-dose regimens showing superiority over placebo at week 16.

Strength Seen in Orchestra BioMed Holdings, Inc. (OBIO): Can Its 5.2% Jump Turn into More Strength?

Orchestra BioMed Holdings, Inc. (OBIO) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

RHHBY's Lunsumio Combo Meets Goal in 2L Follicular Lymphoma Study

Roche's Lunsumio-Revlimid combo meets its study goal in second-line or later follicular lymphoma, improving PFS versus rituximab plus Revlimid.

Arcutis Biotherapeutics (ARQT) Moves 11.2% Higher: Will This Strength Last?

Arcutis Biotherapeutics (ARQT) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Here's Why You Should Add ARQT Stock to Your Portfolio Now

Arcutis raises its 2026 revenue guidance as Zoryve gains momentum, expands into younger patients and advances potential new indications.

$ARQT Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.06
• Reported revenue of $143.92M up 45.05% YoY

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Arcutis Biotherapeutics Inc

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.06
• Reported revenue of $143.92M up 45.05% YoY

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Stocktwits Earnings

• Reported GAAP EPS of $0.06
• Reported revenue of $143.92M up 45.05% YoY

Arcutis Biotherapeutics faces rising commercialization and development costs, uncertainty about future profitability and potential financing needs, while relying on third-party manufacturers, including single-source suppliers.

Arcutis Biotherapeutics reported product revenue growth with greater patient demand, pursued a ZORYVE infant indication expansion, and enrolled the first atopic dermatitis patient in ARQ-234s multiple ascending dose trial.

Arcutis Biotherapeutics, Inc. engages in the development and commercialization of treatments for dermatological diseases. Its pipeline consists of topical treatments for plaque psoriasis, atopic dermatitis, hand eczema, vitiligo, scalp psoriasis, alopecia areata, and seborrheic dermatitis. The company was founded by Bhaskar Chaudhuri and David W. Osborne in June 2016 and is headquartered in Westlake Village, CA.

Arcutis Biotherapeutics Sees 400% Spike In Retail Buzz As Q4 Beat Fuels After-Hours Rally

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Neutral Sentiment

Arcutis Biotherapeutics Inc.'s stock jumped 8.7% in after-hours trading on Tuesday following a stronger-than-expected fourth-quarter performance, driven by surging demand for its flagship inflammatory dermatology treatment.&nbsp;The upbeat results ignited a sharp rise in retail investor engagement, with message volume on Stocktwits soaring nearly 430% and sentiment shifting from ‘neutral’ to ‘bullish’ within a day.<figure class="image"><img style="aspect-ratio:1266/724;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/ARQT_message_volume_meter_as_of_Feb_25_2a89fcb8eb.png" alt="ARQT message volume meter as of Feb 25.png" width="1266" height="724"><figcaption>ARQT message volume meter as of Feb 25 | source: Stocktwits</figcaption></figure>The company reported a fourth-quarter loss per share of $0.09, significantly better than the anticipated loss of $0.26.&nbsp;Revenue hit $71.4 million, well above the consensus estimate of $60.52 million.&nbsp;Sales of Zoryve, Arcutis' leading dermatology drug, surged 413% year-over-year to $69.4 million, a 55% increase from the previous quarter.CEO Frank Watanabe attributed the company's strong momentum to a well-executed pricing and access strategy and the successful commercial launch of two new Zoryve indications in 2024.Retail investors reacted enthusiastically, with one user calling the earnings report a "10/10 release."&nbsp;<stembedurl>https://stocktwits.com/Dilly_Poppins/message/605742985</stembedurl>Another investor speculated that given Zoryve's rapid growth and multiple indications, Arcutis could become an attractive acquisition target for larger biopharma companies.<stembedurl>https://stocktwits.com/lyonsa14/message/605727827</stembedurl>Chief Commercial Officer L. Todd Edward said the company plans to introduce a new foam formulation of Zoryve for body and scalp psoriasis in the second half of the year. A pediatric label expansion is also in the pipeline.&nbsp;He highlighted strong Medicaid coverage and ongoing Medicare Part D negotiations as key factors that could help Arcutis deepen its market penetration.The company said it ended 2024 with $228.6 million in cash and marketable securities and has significantly reduced interest expenses after repaying $100 million in debt in October.&nbsp;Arcutis reaffirmed its target of reaching cash flow break-even in 2026.According to Koyfin data, short interest in the stock last stood at 16.2%, down from 19.7% at the beginning of the year. Despite the after-hours rally, Arcutis shares are down more than 14% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Sales of Zoryve, Arcutis' leading dermatology drug, surged 413% year-over-year to $69.4 million, a 55% increase from the previous quarter.

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