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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

Micron is under pressure as traders worry that post-election calls for tighter AI regulation could slow data-center construction and weaken demand for AI-related memory chips. The community is split between those who see the selloff as an overreaction with memory demand intact and those warning that slower AI spending or a peak in the memory cycle could bring further declines.

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 under pressure amid fears that the post-election political landscape could bring tighter AI regulation and data-center permitting delays, slowing infrastructure spending; concerns about the sustainability of AI capex and circular financing add to the debate. Traders are split between seeing a broader risk to chip demand and treating the selloff as an overreaction, arguing that projects and GPU demand could shift elsewhere.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps quarterly report missed revenue and daily-active-user expectations, while advertising growth remained sluggish, prompting a sharp post-earnings selloff and criticism of management. Traders are split: bears focus on weak user and ad trends and the shift toward MAUs as a reported metric, while bulls point to improved profitability, cash flow, subscriptions, and the companys outlook.

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 selling off with memory and AI-linked chip stocks as Democratic gains in Congress fuel trader concerns that tighter AI and data-center rules could slow future infrastructure buildouts. Bulls call the move an overreaction and point to continued memory demand, while bears warn of prolonged weakness in the AI trade and memorys cyclical risks.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsiuss quarterly results beat expectations, but gross-margin compression and declining sales for its core brand tempered the report. Traders are weighing strong Alani Nu and international growth against those pressures, with reactions split between enthusiasm over the earnings beat and concern about margins and the flagship brand.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Reported Lundbeck takeover interest has fueled heavy speculation about a possible bid or bidding war, though Xeris has said it is not for sale and traders disagree on whether a deal is likely. The debate is reinforced by optimism about Recorlevs growth and XP-8121s Phase 3 prospects, alongside skepticism about the long development timeline.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention amid a sharp semiconductor selloff, with traders debating whether fears of tighter AI and data-center regulation after the midterm results are justified; weak reactions to chip-company earnings are also cited. Some see the decline as an overdone, oversold move and are buying for a bounce, while others expect more downside and warn that the funds 3x leverage magnifies volatility.

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 beat expectations, marking its first GAAP-profitable quarter, with upbeat guidance and strong Vector advertising growth driving attention. Traders largely celebrated the results as a potential business inflection, while some questioned whether the rally was excessive and how sustainable the growth will be.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Jobys quarterly revenue beat and raised outlook, alongside progress in FAA certification testing and aircraft production, are drawing attention. Bulls view the update and expanding defense work as signs of execution, while skeptics question how quickly certification and commercial operations can advance amid ongoing cash burn.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms multi-year agreement to supply chips and software for Starlink Mobiles planned 5G network is drawing attention as a potential growth avenue beyond smartphones. Traders see diversification upside, but debate remains focused on whether that opportunity and data-center growth can offset handset weakness and cost pressure highlighted in the earnings discussion.

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Teva Q3 Earnings Beat Estimates, 2026 Revenue View Raised, Stock Up

Teva's Q3 earnings beat estimates as strong branded drug sales fueled growth, prompting higher 2026 revenue and product sales guidance.

4 Biotech Stocks Likely to Outpace Q3 Earnings Estimates

Four biotech stocks, including TG Therapeutics and Immunome, show positive Earnings ESPs and favorable Zacks Ranks, positioning them for potential third-quarter earnings beats.

Bristol Myers Squibb Company (BMY) is Attracting Investor Attention: Here is What You Should Know  

Zacks.com users have recently been watching Bristol Myers (BMY) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

SLS Stock Snaps 4-Day Slide As Retail Eyes ASH Abstracts — Fresh Filings Reveal Bigger Swiss, Arizona Pension Bets 

Equity

ASH will release regular meeting abstracts on Wednesday, followed by late-breaking abstracts on Dec.7.

PFE Beats Q3 Earnings & Sales Estimates, Raises 2026 Guidance

Pfizer beats third-quarter earnings and revenue estimates, driven by strong non-COVID product sales, and increases its 2026 guidance.

BMY Up 3% Post Q3 Earnings: Should You Buy, Sell or Hold the Stock?

Bristol Myers Squibb gains 3% after beating third-quarter estimates, as its Growth Portfolio and promising pipeline support revenue prospects despite generic competition. 

BMY Q3 Earnings Call Highlights Raised Outlook and Pipeline Progress

BMY raises its 2026 revenue outlook on strong Growth Portfolio sales, even as earnings pressure, patent expirations and drug launch challenges remain in focus.

BMY Q3 Earnings Tops Estimates, Higher Charges Weigh on Outlook

Bristol Myers tops Q3 earnings and revenue estimates as Growth Portfolio sales and Eliquis demand drive growth, but higher IPRD charges prompt a cut to 2026 EPS guidance.

Here's What Key Metrics Tell Us About Bristol Myers (BMY) Q3 Earnings

The headline numbers for Bristol Myers (BMY) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Bristol Myers Squibb (BMY) Q3 Earnings and Revenues Beat Estimates

Bristol Myers (BMY) delivered earnings and revenue surprises of +11.57% and +4.07%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

• Reported GAAP EPS of $1.35 down -17.18% YoY
• Reported revenue of $13.07B up 7.12% YoY
• Bristol Myers Squibb raised 2026 non-GAAP revenue guidance to approximately $49.75B to $50.25B and updated non-GAAP EPS guidance to $6.35 to $6.55, including -$0.6 from Acquired IPRD charges and licensing income.

Bristol Myers Squibb's gross margin decreased amid product-mix changes and a contract-termination charge; expected generic impacts partially offset Eliquis-driven Legacy growth, while pricing pressures and lower-priced generic penetration remain stated risks.

Bristol Myers Squibb's Growth Portfolio revenues increased 12%, Zenbexus received FDA approval, Phase 3 studies reported positive results, and planned Houston manufacturing investment totals approximately $2.3B.

Bristol Myers Squibb Co. engages in the discovery, development, licensing, manufacture, marketing, distribution, and sale of biopharmaceutical products. It offers small molecules, products produced from biological processes called biologics, and chimeric antigen receptor (CAR-T) cell therapies. The company was founded in August 1933 and is headquartered in Princeton, NJ.

Bristol-Myers Squibb Co.

Bearish Sentiment

<ul class="summary-bullets"><li>Investors are watching for possible SLS009 updates as Sellas expects Q4 topline results from its Phase 2 study in newly diagnosed AML.</li><li>Sellas has a 600-square-foot booth at the Dec.12 to Dec.15 ASH meeting in New Orleans, in the same hall as several major drugmakers.</li><li>Q3 holdings disclosures showed stake increases by Pictet, Swiss Life, Arizona State Retirement System and Xponance.</li></ul>Shares of Sellas Life Sciences (SLS) snapped a four-day losing streak on Tuesday as retail investors looked ahead to abstracts from the American Society of Hematology (ASH), while fresh filings revealed increased holdings by Swiss asset managers and Arizona State Retirement System.<a href="https://stocktwits.com/symbol/SLS">SLS stock</a> jumped nearly 4% on Tuesday to $8.70.&nbsp;<h2 class="st-heading-2">SLS Bulls Count Down To ASH Abstracts</h2>ASH will release regular meeting abstracts on Wednesday, with late-breaking abstracts following on Dec.7.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.hematology.org/Meetings/Annual-Meeting/Abstracts?utm_source=chatgpt.com">&nbsp;</a>Sellas investors are watching for possible updates on SLS009, or Tambiciclib, its CDK9 inhibitor being studied in acute myeloid leukemia (AML). In August, Sellas said it expected fourth-quarter topline results from its Phase 2 study of SLS009 in newly diagnosed AML.&nbsp;The releases set the stage for the 68th ASH Annual Meeting and Exposition, running Dec.12 to Dec.15 in New Orleans. The event brings together blood-disease specialists, researchers and drugmakers, with more than 275 exhibitors expected.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.hematology.org/meetings/annual-meeting?utm_source=chatgpt.com">&nbsp;</a>Sellas has a 600-square-foot booth at the far end of Hall G, directly beside the poster area. Its 20-by-30-foot space, Booth 138, puts it in the same hall as large exhibits from Eli Lilly, Takeda, Genentech and AstraZeneca.&nbsp;Pfizer, Merck, Sanofi, AbbVie and Bristol Myers Squibb have booths across other halls, while Johnson &amp; Johnson is in Hall J, farther from Sellas. The broader exhibitor lineup includes GSK, Novartis, Amgen, Novo Nordisk, Daiichi Sankyo, Astellas, and Gilead and Kite Oncology.<h2 class="st-heading-2">Swiss Managers And Arizona Pension Raise Stakes</h2>Several institutional investors increased their stakes in Sellas during the third quarter, according to Sept.30 holdings disclosed in Tuesday filings tracked by Fiscal.ai.Pictet Asset Management Holding SA raised its stake by 15%, adding 3,704 shares to hold 27,688. Swiss Life Asset Management increased its stake by nearly 10%, adding 1,168 shares to bring its total to 13,292.Meanwhile, Arizona State Retirement System added 5,839 shares, lifting its holding by 12% to 55,391. Xponance increased its position by 3% to 19,025 shares.<h2 class="st-heading-2">Sellas’ Regal Enters Final Analysis Stage</h2>Sellas announced last week that its Phase 3 Regal trial had reached the prespecified 80th event, or death, clearing the way for database lock, unblinding and final statistical analysis.The randomized trial is testing Galinpepimut-S (GPS) as maintenance treatment for AML patients in second complete remission. Its primary endpoint is overall survival. “Reaching the 80th event represents a critical milestone in the REGAL trial,” CEO Angelos Stergiou said. Sellas expects preliminary topline results this quarter but has not set a release date.&nbsp;<h2 class="st-heading-2">How Do Retail Traders Feel About SLS?</h2>On Stocktwits, retail sentiment for SLS jumped to ‘extremely bullish’ from ‘bullish’ levels a day ago amid ‘high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/sls_ss_732ac022d2.png" alt="sls ss.png" width="643" height="340"><figcaption>SLS sentiment and message volume as of November 3 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/Bio_buyout/message/668064034">anticipates</a> SLS009 data in the abstract release and said that the drug’s potential “should alone be 5X our current market Cap.” Another user&nbsp;<a href="https://stocktwits.com/Ewebb1018/message/668061540">said</a>, “it is not far fetched to think we may see data relating to GPS Expanded Access Program, and even more likely to see data regarding SLS-009.”<stembedurl>https://stocktwits.com/Ewebb1018/message/668061540</stembedurl>A separate trader also&nbsp;<a href="https://stocktwits.com/Cheffinance/message/668061442">distinguished</a> the ASH release from the pending Regal readout. “tomorrow they can say something about sls009, not about regal”<a href="https://stocktwits.com/Cheffinance/message/668061442">&nbsp;</a><stembedurl>https://stocktwits.com/Cheffinance/message/668061442</stembedurl>Institutional ownership also drew attention. “Institutions just keep loading up,” another user&nbsp;<a href="https://stocktwits.com/robcarroll/message/668067161">said</a>.<stembedurl>https://stocktwits.com/robcarroll/message/668067161</stembedurl>SLS stock has risen 135% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/super-micro-s-q1-revenue-nearly-quadruples-to-20-b-on-surging-ai-server-demand/cNGhsPWR9dk">Super Micro’s Q1 Revenue Nearly Quadruples To $20B On Surging AI Server Demand&nbsp;</a>

In this photo illustration, the SELLAS Life Sciences Group logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

SLS Stock Snaps 4-Day Slide As Retail Eyes ASH Abstracts — Fresh Filings Reveal Bigger Swiss, Arizona Pension Bets

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Track BMY stock price, charts, news and real-time market activity on Stocktwits. Join the BMY message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around Bristol-Myers Squibb Co stock.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$1.52	--	--	N/A
Q3 '26	$1.10	$1.35	22.86%	BEAT
Q2 '26	$1.60	$2.04	27.73%	BEAT
Q1 '26	$1.42	$1.58	10.99%	BEAT
Q4 '25	$1.23	$1.26	2.79%	BEAT

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