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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 A

Alphabet Inc Class A

GOOGL is trending as investors assess its potential to lead in AI, especially following positive reviews of its Gemini 3 model and Nano Banana Pro. Community discussion highlights a possible rotation from NVDA to GOOGL, with some analysts suggesting that Google's custom silicon gives it a cost advantage. Despite broader market concerns about an AI bubble, GOOGL's diverse business and strong balance sheet are seen as positives.

Alphabet Inc - Ordinary Shares - Class C

Alphabet (GOOG) is trending as community members crown it an AI race winner after news of Meta potentially using Google's TPUs. Bullish sentiment is fueled by strong analyst ratings and the release of Gemini 3, with some investors anticipating further gains and new all-time highs. Discussions also involve GOOG's dominance and potential impact on competitors like NVDA and MSFT.

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

NVIDIA is trending due to concerns about increasing competition, particularly following news that Meta is considering using Google's TPUs in their data centers, potentially impacting NVIDIA's market share. The community is debating the long-term implications of this shift and whether NVIDIA's dominance in the AI chip market is threatened. Some believe this is an overblown reaction and a buying opportunity, while others fear a significant correction.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending amid optimism in the AI sector, particularly due to its partnership with Google on Tensor Processing Units (TPUs) for the Gemini 3 model, potentially challenging Nvidia's dominance. The community is discussing Broadcom's potential to reach new price levels, with some analysts setting new price targets, and highlighting its solid fundamentals and attractive growth prospects in the AI infrastructure space. Investors are also weighing in on potential delays of semiconductor tariffs and impacts from broader market trends.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is trending as the stock price increases rapidly, fueled by optimism around memory demand and AI data centers; some investors are discussing if a buyout is inevitable. The community is debating whether the stock is overvalued, while others point to strong fundamentals and a potential S&P 500 addition. Discussions include short squeeze potential and extreme volatility.

Keeta is a high-performance layer-1 blockchain designed to unify transactions across different blockchains and fiat payment systems, eliminating the need for costly intermediaries, reducing fees, and enabling near-instant settlements. With 400-millisecond transaction finality and the ability to process 10 million transactions per second, Keeta sets a new industry benchmark for speed and scalability.  Founded in 2022 and backed by Eric Schmidt, the former CEO of Google, Keeta has been engineered to meet the stringent regulatory and operational requirements of financial institutions. Its advanced on-chain compliance protocols, including KYC and AML, ensure security and regulatory adherence. Keeta’s architecture natively supports asset tokenization and digital identity, making it an ideal platform for stablecoins and real-world asset transfers.  By facilitating cross-chain transactions and interoperability with existing payment systems, Keeta bridges the gap between cryptocurrencies and fiat, enabling a secure, efficient, and compliant global financial ecosystem.

Keeta

Keeta is gaining attention as a high-throughput, compliance-focused blockchain designed for institutional use, with discussions highlighting its potential to underpin real-world asset tokenization and regulated financial flows, contrasting it with other crypto ecosystems like NEAR, BNB, and Aptos; The community is actively debating its competitive advantages, especially around settlement speed, scalability, and regulatory alignment; backed by Eric Schmidt.

Nukkleus, Inc. is a financial technology company, which engages in the provision of blockchain-enabled technology solutions. It also offers software and technology solutions for worldwide crypto and foreign exchange transactions with a focus on the movement of funds via crypto rails and back-to-back access to fiat conversion in a compliant regulated fashion. It operates through the following geographical segments: United States, United Kingdom, and Malta. The company was founded on May 24, 2019 and is headquartered in New York, NY.

Nukkleus Inc - Ordinary Shares - New

Nukkleus Inc

Nukkleus Inc is trending as investors discuss its potential short squeeze and upcoming shareholder vote regarding the acquisition of Star 26 Capital. Community members are speculating on the impact of the acquisition on Nukkleus' position in the defense sector, particularly regarding Iron Dome technology. Some traders are closely monitoring volume and price action, anticipating a significant move following the news.

The Stellar network is an open source, distributed, and community owned network used to facilitate cross-asset transfers of value. Stellar aims to help facilitate cross-asset transfer of value at a fraction of a penny while aiming to be an open financial system that gives people of all income levels access to low-cost financial services. Stellar can handle exchanges between fiat-based currencies and between cryptocurrencies. Stellar.org, the organization that supports Stellar, is centralized like XRP and meant to handle cross platform transactions and micro transactions like XRP. However, unlike Ripple, Stellar.org is non-profit and their platform itself is open source and decentralized.   Stellar was founded by Jed McCaleb in 2014. Jed McCaleb is also the founder of Mt. Gox and co-founder of Ripple, launched the network system Stellar with former lawyer Joyce Kim. Stellar is also a payment technology that aims to connect financial institutions and drastically reduce the cost and time required for cross-border transfers. In fact, both payment networks used the same protocol initially.  Distributed Exchange Through the use of its intermediary currency Lumens (XLM), a user can send any currency that they own to anyone else in a different currency.  For instance, if Joe wanted to send USD to Mary using her EUR, an offer is submitted to the distributed exchange selling USD for EUR. This submitted offer forms is known as an order book. The network will use the order book to find the best exchange rate for the transaction in-order to minimize the fee paid by a user.  This multi-currency transaction is possible because of "Anchors". Anchors are trusted entities that hold people’s deposits and can issue credit. In essence, Anchors serves as the bridge between different currencies and the Stellar network.  Lumens (XLM) Lumens are the native asset (digital currency) that exist on the Stellar network that helps to facilitate multi-currency transactions and prevent spams. For multi-currency transactions, XLM is the digital intermediary that allows for such a transaction to occur at a low cost.  In-order to prevent DoS attacks (aka spams) that would inevitably occur on the Stellar network, a small fee of 0.00001 XLM is associated with every transaction that occurs on the network. This fee is small enough so it does not significantly affect the cost of transaction, but large enough so it dissuades bad actors from spamming the network.   Prior to Protocol 12, Stellar had a built-in inflation mechanism conceived to allow account holders to collectively direct inflation-generated lumens toward projects built on Stellar.  As the network evolved and grew, it became increasingly clear that inflation wasn’t working as intended — account holders either didn’t set their inflation destination or joined inflation pools to claim the inflation themselves, and the operational costs associated with inflation payments continued to rise — and so a protocol change to disable inflation was proposed, implemented, voted on by validators, and ultimately adopted as part of a network upgrade.  The inflation operation is now deprecated. https://developers.stellar.org/docs/glossary/inflation/

Stellar Lumens

Stellar Lumens is trending as traders discuss its potential and recent price action, with some anticipating a move towards higher price targets. Community members are weighing in on XLM's utility, especially in cross-border payments, and comparing it to other cryptocurrencies. Some traders are also discussing potential entry points and expressing both bullish and bearish sentiments.

Zoom Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Zoom Communications Inc. - Ordinary Shares - Class A

Zoom Video Communications, Inc.

Zoom is trending, with community members highlighting its large cash reserves and share buybacks, while others express concerns about competition and limited growth prospects. Some traders are discussing potential shorting opportunities, while others see a long-term buying opportunity due to the company's AI potential and strong balance sheet. Overall, the conversation is centered around whether Zoom can reignite growth in a competitive market and if its current valuation is justified.

Monad is a high-performance Layer 1 blockchain that processes 10,000 transactions per second with near-zero fees. The platform delivers high performance without compromising on security or decentralization, creating the infrastructure needed for complex applications that require high-frequency activity.  One of Monad’s key innovations lies in how it handles transaction processing. Instead of processing transactions one at a time like traditional blockchains, Monad processes multiple transactions simultaneously through parallel execution.   The system separates the agreement process from the execution process, allowing validators to first agree on which transactions to include and in what order, then having more time to execute those transactions without slowing down consensus. This approach, combined with a custom-built database called MonadDB, dramatically increases throughput while maintaining accuracy.  Monad also offers complete EVM compatibility, where applications built for Ethereum work on Monad without any code modifications, and users can connect with familiar wallets like MetaMask just as they would on Ethereum. Developers can immediately tap into Ethereum's established ecosystem of tools, libraries, and applications while benefitting from Monad’s performance improvements. The platform also runs on consumer-grade hardware rather than expensive specialized equipment, making it accessible for more people to participate in securing the network.  Monad has raised approximately 244 million dollars in total funding across multiple rounds. The company secured 19 million dollars in a seed round in February 2023 led by Dragonfly Capital, followed by a 225 million dollar Series A round in April 2024 led by Paradigm at a 3 billion dollar valuation. Other notable investors include Electric Capital, Greenoaks, Coinbase Ventures, and prominent angel investors such as Naval Ravikant.

Monad

Monad ($MON) is trending as the newly released crypto aims to capitalize on the current booming market. Community members are actively discussing potential entry points and expressing optimism, comparing its potential to established players like Solana and Ethereum. The recent addition of a chart feature and a temporary chat reset have also sparked discussion.

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<ul class="summary-bullets"><li>The company raised its full-year adjusted earnings guidance to at least $2 per share, up from its previous guidance of at least $1.75.</li><li>The company also said it conducted a quantitative impairment analysis in the third quarter to determine whether goodwill was impaired.</li><li>The analysis was completed in October, and the company recorded a non-cash goodwill impairment of $6.7 billion, it said. &nbsp;</li></ul>Centene Corporation (CNC) on Wednesday raised its full-year adjusted earnings (EPS) forecast after it posted an unexpected profit in the third quarter.Analysts, on average, were expecting the insurer to post a loss of $0.18 per share in the third quarter, according to data from Fiscal AI. However, the company reported adjusted EPS of $0.50, sending shares rallying 10% in the premarket session.The company subsequently raised its full-year adjusted earnings guidance to at least $2 per share, up from its previous guidance of at least $1.75.Medical cost ratio, or the percentage of premiums used on medical care, in the three months through the end of September was 92.7%, up from the 89.2% reported in the corresponding period of 2024. The company pinned the increase to higher medical costs in the Medicaid business, among other factors.&nbsp;The company also said that it performed a quantitative impairment analysis during the third quarter to determine whether goodwill was impaired after the implementation of President Trump's tax and budget bill, as well as a decline in the company’s stock price.The analysis was completed in October, and the company recorded a non-cash goodwill impairment of $6.7 billion, it said.&nbsp;Get updates to this developing story directly on Stocktwits.

In this photo illustration a Centene Corporation logo seen displayed on a smartphone with the stock market information of Centene Corporation in the background. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)

Centene Raises Full-Year Earnings Guidance After Posting Unexpected Profit In Q3

The company raised its full-year adjusted earnings guidance to at least $2 per share, up from its previous guidance of at least $1.75.

Equity

<ul class="summary-bullets"><li>UNH raised its full-year adjusted earnings guidance to at least $16.25 per share, up from its previous outlook of at least $16.&nbsp;</li><li>However, company executives warned on the company’s earnings call that the path to recovery in its Medicaid business will be challenging.</li><li>They noted that medical cost trends remain historically high but consistent with the company’s second-quarter guidance.&nbsp;</li></ul>UnitedHealth Group (UNH) on Tuesday raised its full-year adjusted earnings guidance to at least $16.25 per share, up from its previous outlook of at least $16, as it seeks to return to growth in 2026.“We remain focused on strengthening performance and positioning for durable and accelerating growth in 2026 and beyond, and our results this quarter reflect solid execution toward that goal,” said CEO Stephen Hemsley.“Simply put, we will end 2025 well-positioned for a return to solid growth in 2026, acceleration in 2027, and a clear focus on our long-standing mission and strategy,” the CEO noted during the company’s third quarter (Q3) earnings call, while adding that the company intends to share its 2026 full guidance in January with its fourth quarter (Q4) earnings.Hemsley took over the reins of the company in May after former CEO Andrew Witty stepped down. He is also the chairman of UNH’s board of directors.<h2 class="st-heading-2">Execs Flag Concerns On Medicaid Business Recovery</h2>However, company executives warned on the earnings call that the path to recovery for the company’s Medicaid business will be challenging. Medicaid is a joint federal and state program in the United States that provides low-cost or free health coverage to eligible low-income individuals.“States have not funded in line with actual cost trends, so funding levels are not sufficient to cover the health needs of state enrollees. While we're making steady progress in bridging this gap with states, the mismatch between rate adequacy and member acuity will likely extend through 2026," Hemsley said, according to an earnings call transcript provided by Fiscal AI. A company executive also noted that the elevated cost trends in the business were driven by specialty pharmacy, behavioral health, and home health services in the third quarter.<h2 class="st-heading-2">UnitedHealth’s Q3 Numbers</h2>For the third quarter, the company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.unitedhealthgroup.com/newsroom/2025/2025-10-28-uhg-reports-third-quarter-2025-results-and-raises-full-year-2025-earnings-outlook.html">reported</a> a 12% increase in consolidated revenue to $113.2 billion, above an analyst estimate of $113.06 billion, as cited by Fiscal AI.Adjusted earnings per share came in at $2.92, above an expected $2.81.Medical cost ratio, or the percentage of premiums used on medical care, was 89.9%, in line with the expectations put forth by the company in the second quarter (Q2). Company executives noted on the earnings call that medical cost trends remain historically high but consistent with its second quarter guidance, and the insurer expects that to continue throughout the remainder of 2025.The company’s revenue from its key Optum business segment, meanwhile, grew 8% year-over-year to $69.2 billion.Shares of the company traded 2% higher at the time of writing. On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/UNH">UNH stock</a> jumped from ‘bearish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘extremely high’ levels.A Stocktwits user expressed optimism for the stock yielding significant profits in the future.<stembedurl>https://stocktwits.com/_Texan_/message/634014037</stembedurl>Another user resonated the sentiment.<stembedurl>https://stocktwits.com/Smoothbrainape/message/634012667</stembedurl>UNH stock is down by 27% this year and by about 34% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-on-look-out-for-manufacturing-engineer-to-advance-new-roadster-sports-ev/cLGjVUAR3vE">Tesla On The Look-Out For Manufacturing Engineer To Advance Its New Roadster Sports EV</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the UnitedHealth Group logo is displayed on the screen of a smartphone. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

UnitedHealth Increases Full Year Earnings Forecast But Warns Of Tough Road Ahead For Medicaid Business

UNH raised its full-year adjusted earnings guidance to at least $16.25 per share, up from its previous outlook of at least $16. 

SoFi Technologies (SOFI) stock became the top trending ticker on Stocktwits on Friday morning and witnessed over a 60% increase in retail user message count in the last 24 hours after the company’s platform, Galileo Financial Technologies, announced it had joined the Amazon Web Services (AWS) partner network.The partnership is to expand access to Galileo Financial’s payment processing solutions. The company announced that businesses across various industries can now utilize Galileo’s platform on AWS to develop, deploy, and scale modern financial experiences.As an Amazon partner network member, Galileo joins a global network of 130,000 Partners from more than 200 countries working with AWS.“By joining the AWS Partner Network, we’re meeting businesses where they already are, making it faster and easier for them to access our financial technology and bring new financial products to their customers,” said Sandy Weil, Chief Revenue Officer at Galileo, SoFi’s Technology Platform.<a href="https://stocktwits.com/symbol/SOFI">Shares of SoFi Technologies</a> were down nearly 2% before the bell on Friday. Retail sentiment on the stock dipped to ‘bearish’ from ‘neutral’ territory compared to a day ago, with message volumes at ‘normal’ levels, according to data from Stocktwits.On Wednesday, Keefe Bruyette analyst Timothy Switzer raised the price target on SoFi Technologies to $18 from $14 and maintained an ‘Underperform’ rating, according to TheFly. The firm increased its estimates ahead of the company's third-quarter results on October 28 to reflect higher net interest income and momentum in the loan platform business.While "several positive potential catalysts" could bring support for the shares in the near term, SoFi's risk and reward "seems skewed negatively over the long term given the premium valuation," Switzer said.Shares of SoFi Technologies have jumped 73% this year and have gained over 161% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/american-express-stock-slips-ahead-of-q3-earnings/ch6sdiWR3Fx">American Express Stock Slips Ahead Of Q3 Earnings: Retail Sentiment Turns Bullish</a>

The SoFi Technologies, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 20, 2024.

SOFI Stock Is The Talk Of The Town Today, And There’s An Amazon Angle

Galileo Financial said that as an Amazon partner network member, it joins a global network of 130,000 partners from more than 200 countries working with AWS.

Pfizer (PFE) CEO Albert Bourla reportedly said on Wednesday that vaccines are harder to get approved while Health Secretary Robert F. Kennedy Jr. oversees the U.S. Food and Drug Administration.Kennedy Jr., a known vaccine skeptic, is currently attempting to overhaul vaccine policies in the U.S.“It’s not harder to get drug approvals right now. It’s harder to get vaccine approvals,” Bourla said at a CNBC event in Washington, as <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-15/pfizer-ceo-says-vaccine-approvals-are-harder-to-get-right-now">reported</a> by Bloomberg.The U.S. Food and Drug Administration under Kennedy Jr. in May said they would adopt a new COVID-19 vaccination regulatory framework, requiring new clinical trials to approve annual vaccine booster shots in healthy individuals under 65.The agency said that it will approve vaccines for high-risk persons such as adults 65 and older and individuals above the age of six months with risk factors putting them at high risk for severe infections, but demand “robust, gold-standard data” for healthy people under 65.The agency approved an updated version of a COVID-19 vaccine made by Pfizer and BioNTech in August, but only for use in senior adults as well as in younger individuals who are at risk of severe outcomes from the infection.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/PFE">PFE stock</a> rose from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume stayed at ‘low’ levels.<figure class="image"><img style="aspect-ratio:589/61;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_15_at_1_00_03_PM_png_d8656d4532.webp" alt="PFE's Sentiment Meter and Message Volume as of 1:00 p.m. ET on Oct. 15, 2025 | Source: Stocktwits" width="589" height="61"><figcaption>PFE's Sentiment Meter and Message Volume as of 1:00 p.m. ET on Oct. 15, 2025 | Source: Stocktwits</figcaption></figure>On Tuesday, Bourla <a href="https://stocktwits.com/news-articles/markets/equity/pfizer-ceo-urges-us-china-collaboration-in-pharma-stock-drops-for-7th-day-as-traders-dividend-payout/ch6nSZkR3ZK">spoke</a> at the National Committee on U.S.-China Relations Gala in New York and said that the U.S. pharmaceutical industry should work more collaboratively with China, whose “dramatic speed, cost and scale” have reshaped global drug development.Late last month, Pfizer also <a href="https://stocktwits.com/news-articles/markets/equity/trump-announces-pfizer-drug-pricing-deal-company-to-invest-70-billion-in-us-manufacturing/chDDgU5R39O">inked</a> a deal with the Trump administration, which features steep price cuts on several drugs and a $70 billion U.S. investment in return for a three-year exemption from the President’s pharmaceutical tariffs.PFE stock is down by 9% this year and by about 17% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sana-biotech-stock-jumps-after-eric-jackson-calls-it-next-100-bagger-platform/ch6FG0MR3Nu">Sana Biotech Stock Jumps A Whopping 35% After Eric Jackson Calls It ‘Next 100-Bagger Platform’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, Pfizer’s logo is on a smartphone with an economic stock exchange index graph in the background. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)

Pfizer CEO Reportedly Says Vaccine Approvals Getting Harder

According to a report from Bloomberg, Bourla said that it's harder to get vaccine approvals and not drug approvals. 

UnitedHealth Group’s (UNH) shareholder Accountability Board has reportedly filed a proposal seeking an independent chairman of the board, separate from the CEO.Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-03/unitedhealth-shareholder-wants-chairman-and-ceo-roles-separated">reported</a> on Friday that the nonprofit advocacy group’s proposal, if approved by shareholders, would ask the board to amend the company’s bylaws to codify an independent board chair. Currently, Stephen Hemsley serves as both CEO and chair of the board.“We were very disturbed to see recently that at such a trying time for UnitedHealth, the company chose to go backward and combine the CEO and chair roles,” Accountability Board President Matt Prescott said, as reported by Bloomberg. Prescott also called for a stronger leadership structure at the insurer while declining to disclose the size of the group’s stake in UNH, the report said. However, he noted that the stake meets the minimum requirement to file a shareholder proposal.The report noted that it is unclear whether the Accountability Board’s resolution will proceed to a shareholder vote.Shares of UNH traded 3% higher at the time of writing. On Stocktwits, retail sentiment regarding <a href="https://stocktwits.com/symbol/UNH">UNH stock</a> remained within the ‘bearish’ territory, while message volume remained at ‘low’ levels.Hemsley has been chairman of the company’s Board of Directors since 2017. Before that, he also served as CEO. He was reappointed as CEO in May when Witty <a href="https://stocktwits.com/news-articles/markets/equity/unitedhealth-suspends-2025-guidance-ceo-andrew-witty-resigns/chi8S4qRbZQ">stepped down</a>, citing personal reasons, but while retaining his chair position. This is contradictory to UnitedHealth’s principle of governance, which also calls for separate roles, Bloomberg noted.The insurer issued <a href="https://stocktwits.com/news-articles/markets/equity/united-health-price-target-lowered-by-bernstein-after-soft-guidance-but-retail-hopes-for-long-term-recovery/chrXElQRdRK">fresh guidance</a> of full-year revenue of $445.5 billion to $448.0 billion and adjusted earnings of at least $16.00 per share in July after suspending its previous outlook in May, citing higher medical costs. The company had previously forecast adjusted profit of $29.50 to $30.00 per share, nearly double its latest forecast. The company also <a href="https://stocktwits.com/news-articles/markets/equity/united-health-s-cfo-shake-up-doesn-t-deter-retail-bulls-traders-call-stock-a-2018-level-opportunity/chr3k1VRdGi">appointed</a> Wayne S. DeVeydt as CFO in July, replacing John F.Rex.UNH stock is down 28% this year and approximately 39% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-gets-price-target-hike-from-jpmorgan-after-q3-deliveries-beat-estimates/chCumk4R3QJ">Tesla Gets A Price Target Hike From JPMorgan After Q3 Deliveries Beat Estimates</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of UnitedHealth Group Incorporated. (Photo illustration by Cheng Xin/Getty Images)

UnitedHealth Shareholder Proposes Distinct Chairman And Chief Executive Roles: Report

Stephen Hemsley currently serves as both CEO and Chairman of the Board.

Rivian Automotive, Inc. (RIVN) on Thursday said that it delivered 13,201 vehicles in the three months through the end of September, up from the 10,018 deliveries reported in the corresponding quarter of 2024.The company also <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businesswire.com/news/home/20251002676995/en/Rivian-Releases-Q3-2025-Production-and-Delivery-Figures-and-Sets-Date-for-Third-Quarter-2025-Financial-Results">slashed</a> its full-year delivery guidance to 41,500 to 43,500 vehicles from its previous forecast of between 40,000 and 46,000 cars, as EV demand is expected to dwindle following the expiry of the federal tax credit on the purchase of EVs on Sept. 30. Shares of the company fell 7% on Thursday morning at the time of writing.On Stocktwits, the retail sentiment around <a href="https://stocktwits.com/symbol/RIVN">RIVN stock</a> fell from ‘neutral’ to ‘bearish’ territory over the past 24 hours, while message volume fell from ‘normal’ to ‘low’ levels.The company also stated on Thursday that it produced 10,720 vehicles at its manufacturing facility in Normal, Illinois, during the quarter, down from the 13,157 manufactured in the corresponding period of 2024. The Normal facility is now Rivian’s only functioning manufacturing facility. Last month, the company broke ground on its Georgia facility, which could eventually produce 400,000 vehicles per year. Production at the facility is slated to start in 2028.Rivian is now ramping up for the launch of the R2 SUV in 2026. The midsize version is expected to launch in the first half of 2026 and is projected to have a price tag of $45,000. Rivian plans to manufacture validation builds of the vehicle later this year at its Illinois facility, which has the capacity to produce up to 215,000 vehicles annually. The company said the Georgia plant will provide additional capacity for the program.Currently, the company’s lineup in the U.S. comprises its R1T truck, R1S SUV, and electric delivery vans, with Amazon.com being the primary buyer. &nbsp;RIVN stock is up by 3% this year and by 28% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anavex-life-sciences-stock-rallies-pre-market-after-investigational-drug-for-schizophrenia-meets-primary-endpoint-in-trial/chCrOwoR3Or">Anavex Life Sciences Stock Just Shot Up 7% Today – Here’s An Important Update</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.Editor's Note: The story has been updated to reflect the accurate delivery figure in the third quarter of 2024.

A Rivian charges outside of Blink Charging's new flagship manufacturing facility in Bowie, Md., on Monday March 11, 2024. (Tom Williams/CQ-Roll Call, Inc via Getty Images)

Rivian Slashes Full-Year Delivery Guidance Amid Uncertainty Related To Federal EV Tax Credit Expiry

The company slashed its delivery guidance to 41,500 to 43,500 vehicles for the full year. 

General Motors (GM) on Wednesday said that it delivered 710,347 vehicles in the U.S. in the third quarter (Q3), marking a growth of 7.7% year-over-year.Electric vehicle <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investor.gm.com/static-files/501fc28d-057f-413a-a4cc-0a8a7eaa8257">sales</a> in the quarter hit a fresh record of 66,501 units, marking a growth of 107%, as customers rushed to make their EV purchase before the expiry of the federal tax credit of $7,500 on September 30. The Chevrolet Equinox EV was the company’s best-selling EV in the quarter with 25,085 units delivered. Luxury segment EVs from GM’s Cadillac brand, including the Lyriq, Optiq, and Vistiq, also recorded significant delivery numbers despite higher price points.Chevrolet was the company’s best-selling brand in the quarter, with deliveries rising 8.3% to 710,347 units in the three months through the end of September. While the company’s Cadillac and GMC brands also recorded delivery growth in the quarter, Buick deliveries dropped a steep 14%. GMC is on pace for its best year ever, the company noted. Cadillac, meanwhile, recorded its best third quarter since 2013.Certain models across brands, such as the GMC Terrain, Chevrolet Equinox, Chevrolet Traverse, and Buick Envista, had their best-ever third-quarter sales, the company added. The firm also noted that its fleet business, called GM Evolve, reported a 20% increase in sales in the third quarter.<a href="https://stocktwits.com/symbol/GM">GM shares</a> rose 1% at the time of writing. On Stocktwits, retail sentiment around GM stock fell from ‘extremely bullish’ to ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.GM stock is up by 15% this year and by 37% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stellantis-expands-partnership-with-mistral-ai-amid-tough-ai-push/chCYBIDR3aU">Stellantis Expands Partnership With Mistral AI Amid Tough AI Push</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of General Motors is seen on a smartphone screen with a steering wheel in the background. (Photo Illustration by Serene Lee/SOPA Images/LightRocket via Getty Images)

General Motors Reports 7.7% Growth In Q3 Auto Sales In US

Electric vehicle sales in the quarter hit a fresh record of 66,501 units as customers rushed to make their EV purchase before the expiry of the federal tax credit of $7,500 on September 30.

Acadia Pharmaceuticals Inc. (ACAD) announced on Tuesday that its late-stage intranasal Carbetocin trial in Prader-Willi syndrome (PWS) patients did not achieve a statistically significant improvement in hyperphagia.The <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://acadia.com/en-us/media/news-releases/acadia-pharmaceuticals-announces-phase-3-compass-pws-trial">study</a> enrolled 175 children and adults aged five to 30 years with PWS, a rare genetic disorder characterized by an insatiable hunger or hyperphagia and a constant need for food, leading to obesity. However, intranasal Carbetocin did not demonstrate a statistically significant improvement over placebo to week 12 on the Hyperphagia Questionnaire for Clinical Trials, the company said.The firm noted that the safety and tolerability of intranasal Carbetocin were consistent with those observed in previous clinical trials, with a low rate of adverse events.Shares of the company tumbled 11% in the pre-market session. On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ACAD">ACAD stock</a> stayed within the ‘neutral’ territory over the past 24 hours, while message volume stayed at ‘normal’ levels.Acadia’s Head of Research and Development, Elizabeth HZ Thompson, said that the company is “disappointed” by these findings. “We are committed to sharing a summary of the data in the future to ensure learning for the PWS community; however, given these results, we do not intend to investigate intranasal carbetocin any further,” Thompson added.CEO Catherine Owen Adams highlighted that the firm’s approved products are projected to generate over $1 billion in net sales in 2025 despite the disappointment with the trial. The company’s drugs for the treatment of Rett syndrome and for treating hallucinations and delusions associated with Parkinson’s disease psychosis are approved by the U.S. Food and Drug Administration.“Looking ahead, we anticipate seven Phase 2 or 3 study starts through 2026 and four data readouts by the end of 2027,” the CEO added.ACAD stock is up 29% this year and approximately 49% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-mp-materials-stock-rising-today/chD1R9FR330">Why Is MP Materials Stock Rising Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an Acadia Pharmaceuticals company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Acadia Pharmaceuticals’ Investigational Drug For Rare Genetic Disorder Fails In Late-Stage Study 

The company noted that the safety and tolerability of intranasal Carbetocin were consistent with those observed in previous clinical trials.

Emergent BioSolutions Inc. (EBS) on Friday said that it has secured new purchase orders from an international government partner for a multiproduct supply agreement.The agreement is valued at $29 million, the company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investors.emergentbiosolutions.com/news-releases/news-release-details/emergent-biosolutions-secures-29-million-mcm-product-orders">said</a>. The order encompasses several product offerings within Emergent’s medical countermeasures business, including countermeasures for threats posed by Smallpox, Anthrax, and Botulism. The company said that this is the second procurement made by the same government this year.Shares of the company jumped 3% at the time of writing. On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/EBS">EBS stock</a> rose from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume stayed at ‘normal’ levels.<figure class="image"><img style="aspect-ratio:575/61;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_19_at_11_37_08_AM_png_46c276596d.webp" alt="EBS's Sentiment Meter and Message Volume as of 11:37 a.m. ET on Sept. 19, 2025 | Source: Stocktwits" width="575" height="61"><figcaption>EBS's Sentiment Meter and Message Volume as of 11:37 a.m. ET on Sept. 19, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user opined that the stock is “significantly undervalued,” while indicating that they see more than 100% upside.<stembedurl>https://stocktwits.com/NRG8/message/629302236</stembedurl>Another user expects the stock to hit $10 next week.<stembedurl>https://stocktwits.com/shoagh12/message/629291934</stembedurl>Emergent said it will receive about $26 million in 2025 under the agreement. This is in addition to more than $100 million in sales already generated for the company’s MCM portfolio outside the U.S. so far this year, it said.“Together with demand from the U.S. government, these international procurements reinforce the potential for our growth trajectory as part of Emergent’s multi-year transformation plan and highlights the strength of Emergent’s global footprint,” CEO Joe Papa said. The CEO also added that the company continues to see countries elevating their investment in defense preparedness.Emergent delivers solutions for health threats like Smallpox, Mpox, Botulism, Ebola, Anthrax, and Opioid overdose emergencies.Earlier this week, the company also announced that it has received a $17 million contract modification from the Biomedical Advanced Research and Development Authority (BARDA) to supply Tembexa oral suspension. At the start of the month, the company also announced that a contract modification had been executed for $56 million to supply ACAM2000, a live vaccinia virus vaccine approved by the FDA for use in preventing Smallpox and Mpox in individuals at high risk of infection, to the U.S. government.EBS stock is down 14% this year but up approximately 17% over the past 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/paramount-skydance-likely-preparing-22to24-per-share-bid-for-warner-bros-discovery/chD34ulR3Ta">Paramount Skydance Likely Preparing $22 To $24 Per Share Bid For Warner Bros. Discovery: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration the Emergent BioSolutions logo of an US biopharmaceutical company is seen on a smartphone and a pc screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Emergent BioSolutions Stock Rises After Receiving Fresh International Purchase Orders: Retail Says Stock Is ‘Significantly Undervalued’

The order encompasses multiple product offerings within Emergent’s medical countermeasures business, including countermeasures for threats posed by Smallpox, Anthrax, and Botulism.

RH Stock Sees Slew Of Downgrades, Price Target Cuts From Wall Street As Trump Tariffs Bite

Telsey Advisory Group stated that if an additional sector tariff on furniture is imposed, RH has the highest exposure within the home furnishings coverage group due to a high percentage of sales from furniture and limited sourcing in the U.S.

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