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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weak fourth-quarter outlook, citing PC-market softness and manufacturing constraints, overshadowed its quarterly results and prompted analyst downgrades, driving a sharp selloff. Traders are divided between calling the drop an overreaction and buying the dip, versus expecting further declines as the turnaround remains uncertain.

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 drawing attention after shares sold off sharply despite a strong earnings beat, higher guidance and a planned 8-for-1 split, amid weakness across tech and memory stocks. Bulls call the drop an overreaction and point to AI-storage demand, while bears cite slowing growth and the risk that memory prices have peaked.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits sharp selloff followed a strong quarterly report but softer forward guidance, missed user-growth expectations, and managements warning that Google search referrals are declining; traders also worry that a planned logged-in experience could further limit traffic. The community is split between fears that AI-driven search changes and login restrictions threaten growth, and buyers who view the drop as an overreaction to a still-profitable business.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly earnings miss and heavy AI infrastructure spending, which drove concerns about cash flow and whether the investment will earn adequate returns, overshadowed accelerating AWS growth. Traders debated whether the selloff was overdone: many bought the dip and highlighted AWS, while others remained bearish over rising capex and uncertain AI payback; shares also staged a notable rebound.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a broad tech selloff, as Amazons heavy AI spending and cash-burn concerns and Intels weak outlook intensify doubts about the payoff from AI investment. Traders are divided between expecting further downside and seeing the sharp decline as an oversold dip-buying opportunity.

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 preliminary reimbursement outlook, which points to a significant decline in DefenCaths contribution after the first quarter of 2027, has raised concerns about CorMedixs sales outlook. Those worries are compounded by Fresenius real-world data showing no significant difference in infection outcomes versus ClearGuard; traders debate whether the findings threaten DefenCaths adoption or are too preliminary to undermine its case.

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 is drawing attention after a sharp rally and breakout, with traders speculating about a possible buyout and short covering; some connect the takeover talk to Novartiss weaker BTK results, but no deal is confirmed. Others point to upcoming earnings and BRIUMVIs growth and subcutaneous-development prospects as reasons for optimism, while debating whether the move reflects fundamentals or takeover hopes.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff, led by Intels weak outlook and concerns about PC demand and tech earnings, is driving attention to SOXL; the funds 3x leverage has amplified the decline. Traders are divided between expecting further losses and buying the dip, with some arguing the AI-chip growth outlook remains intact.

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 broader sector weakness and concerns about dilution, capital needs, and customer concentration rather than a clear company-specific catalyst. Bulls point to ongoing data-center optics demand and upcoming earnings, while bears worry the decline may continue.

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

SPY is under pressure as weak Amazon and Intel resultsalong with concerns about the cost and payoff of AI spendingfed a broader tech-led selloff. Traders are divided between expecting further declines and looking for a technical bounce, with volatility and stop-outs prominent in the discussion.

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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.

Pfizer Stock Ahead of Q3 Earnings: To Buy or Not to Buy?

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MRNA Stock’s Vaccine Rally Cracks As Worst Week In 3 Months Looms — Analyst Calls It A ‘Do-Not-Trade’ Over Wild Swings 

Equity

Mizuho analyst Jared Holz said the vaccine data weren’t bad, but Wall Street’s expectations were too high.

Pfizer's Non-Oncology Performance in Q3: Driving Factors to Watch

Pfizer's Q3 results will shed light on its non-oncology portfolio, as demand trends, pricing pressure and vaccine sales shape performance across key therapies.

BioNTech Investigation Notice: SueWallSt Notifies Investors of Pending Investigation Into BioNTech (BNTX)

BioNTech Investigation Notice: SueWallSt Notifies Investors of Pending Investigation Into BioNTech (BNTX) BioNTech Investigation Notice: SueWallSt Notifies Investors of Pending Investigation Into BioNTech (BNTX)PR NewswireNEW YORK, Oct. 14, 2026BioNTech investors absorbed a 7.13% loss when the...

BNTX Stock Selloff Deepens Doubts: BMO Ties BNT113 Miss To Wider mRNA Cancer Vaccine Struggles

BMO Capital Markets analyst Evan David Seigerman said that the PFS miss for BNT113 “adds to a growing list of recent mRNA cancer vaccine setbacks” and is likely to pressure the stock. 


BioNTech’s Cancer Drug Misses A Key Trial Goal – Citi Says Survival Data Could Preserve ‘A Meaningful Development Path’

BioNTech’s experimental cancer treatment combined with Merck’s Keytruda failed to significantly delay disease progression compared with Keytruda alone.


MRNA Stock Gains Over $4B in a Week: Time to Buy, Hold or Sell?

Moderna gains $4.2 billion in a week on cancer-vaccine optimism and Nasdaq-100 inclusion. Can its growth prospects justify its premium valuation?

Vaccine Stocks Rally on Reports of U.S.-led Push for Cancer Vaccines

MRNA, BNTX and NVAX shares rally after reports of a planned NIH-backed initiative to accelerate personalized cancer vaccines and expand research funding.

BNTX, NVAX, MRNA Lead Vaccine Rally After Report Of An NIH Cancer-Vaccine Push 

National Cancer Institute’s director, Dr. Anthony Letai, wants a national effort behind the vaccines, The New York Times reported on Friday.


BioNTech SE operates as immunotherapy company, which engages therapies for cancer and other serious diseases. Its product pipeline include BNT162b2, BNT161, BNT164, FixVac, iNeST, RiboMabs, CAR-T Cells, TCRs and Next-Gen CP Immunomodulators. The company was founded by Christopher Huber, Oezlem Tuereci, and Ugur Sahin on June 2, 2008 and is headquartered in Mainz, Germany.

BioNTech SE - ADR

Bullish Sentiment

<ul class="summary-bullets"><li>Phase 3 results leaked Thursday ahead of Saturday’s ESMO presentation, prompting an official release from Moderna and Merck.</li><li>The vaccine-Keytruda combination reduced the risk of recurrence or death by 42% and the risk of distant metastasis or death by 38% versus Keytruda alone.</li><li>Bernstein saw a sell-the-news event, while RBC questioned commercial prospects.</li></ul>Moderna’s (MRNA) cancer-vaccine rally hit a setback on Thursday as shares slid toward their worst week in three months and Mizuho analyst Jared Holz warned that extreme volatility made the stock a “do-not-trade” for many investors.<a href="https://stocktwits.com/symbol/MRNA">MRNA stock</a> plunged nearly 18% to close at $202.63 on Thursday, its worst session in more than two months. Shares are down 7% for the week, putting them on track for their steepest weekly loss since late July.&nbsp;<h2 class="st-heading-2">Analyst Warns On Moderna, Sees Appeal In Merck</h2>Speaking to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=oCnt-mhxwjU">CNBC</a>, Holz said the decline did not mean the trial results were bad.“And so, I actually don’t think the data were bad at all,” he said. “It was probably just the bar that we sort of create for ourselves on Wall Street was, you know, a little bit too high, and so shares fell.”The analyst also pointed to Moderna’s huge daily price moves as a reason many investors might avoid trading the stock. “That’s why I think, again, for a lot of investors out there, this Moderna is a do-not-trade type of stock because it’s just so volatile,” he said.Investors were also looking for clues about whether the treatment could work beyond melanoma, Holz said. He described a split between investors expecting broad success and those who believe melanoma was the easiest tumor type to show benefit in.“But I’m not sure we learned anything about renal cell, and I’m not sure we learned anything about lung. So we’re just going to have to wait,” he said. Holz identified BioNTech as the other cancer-vaccine developer on his radar. However, for investors bullish on the Moderna-Merck program, he highlighted Merck.“But Merck is actually somewhat compelling here, I think, if you’re actually bullish on the prospects,” he said.<h2 class="st-heading-2">Data Leak Jolts Moderna’s Vaccine Rally</h2>Moderna’s selloff came after a Thursday leak of Phase 3 cancer-vaccine data ahead of Saturday’s ESMO presentation in Madrid. Merck and Moderna subsequently released the official findings for their personalized vaccine, Intismeran Autogene, combined with Keytruda.The trial of over 1,100 patients with surgically removed high-risk melanoma showed a 42% reduction in the relative risk of recurrence or death and a 38% reduction in distant metastasis or death versus Keytruda alone. Overall-survival data is immature but showed a favorable trend, with no new safety signals reported.The topline announcement in August, which withheld numerical results, sparked Moderna’s largest one-day percentage gain on record. Shares also hit a 52-week high of $254.48 on Wednesday ahead of the detailed data release. Earlier this month, Moderna and Merck expanded their collaboration with Tempus to support potential commercialization of the cancer vaccine, while Moderna also joined the Nasdaq-100.The company is seeking growth beyond COVID vaccines after revenue fell to $1.9 billion in 2025 from $3.2 billion in 2024. It targets cash breakeven around 2028 and will report earnings on Nov. 6.<h2 class="st-heading-2">Analysts Weigh A ‘Sell The News’ Reaction</h2>Bernstein called Moderna’s plunge a “sell the news event,” despite a “strong Phase 3 result and meaningful validation of Moderna’s individualized neoantigen platform.” The firm’s 'Market Perform' rating and $45 target imply 78% downside from current levels.&nbsp;TD Cowen saw the initially leaked findings as “compelling” and within the “exceptional range” outlined by key opinion leaders, but said the benefit against distant metastasis fell short of elevated expectations. The firm said the efficacy and safety profile, if confirmed, could support broad adoption, particularly in Stage II melanoma. Its 'Hold' rating and $90 target imply a 56% downside.BMO Capital Markets highlighted the unanswered question of efficacy beyond melanoma. “Investors were looking for these data to demonstrate a benefit in melanoma, but also read into efficacy in other tumors. These results are not enough to drive confidence amidst elevated expectations,” the firm said.Meanwhile, RBC called the findings “materially less impressive” than the earlier trial and questioned the commercial opportunity. “While approval is likely, commercial success is far less certain,” the brokerage said. Wells Fargo, on the other hand, said concerns about Merck’s data “may be overdone,” adding that recurrence-free survival results exceeded investor expectations.&nbsp;<h2 class="st-heading-2">How Do Retail Traders Feel About MRNA And MRK?</h2>On Stocktwits, retail sentiment was ‘bullish’ for both Moderna and Merck, with message volume ‘extremely high’ for Moderna and ‘high’ for Merck.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/mrna_ss_e183716434.png" alt="mrna ss.png" width="636" height="344"><figcaption>MRNA sentiment and message volume as of October 22 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/RedditUser5/message/667169339">said</a>, “<a href="https://stocktwits.com/symbol/MRNA">$MRNA</a> We should all support what Moderna is doing and recognize that the results published today mark a step forward for humanity.”<stembedurl>https://stocktwits.com/RedditUser5/message/667169339</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Juststartingout14/message/667178650">said</a>, “Keytruda is THE treatment for most cancers...and right now it&nbsp; looks like it will be used together with mRNA vaccine. That is a huge burger.”<stembedurl>https://stocktwits.com/Juststartingout14/message/667178650</stembedurl>While MRNA stock has rocketed 587% year-to-date, MRK fell 43% over the same period.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/space-x-reportedly-eyes-80-000-cell-sites-in-push-to-become-fourth-us-wireless-carrier-t-tmus-vz-stocks-slip-after-hours/cZxwFlZRBDk">SpaceX Reportedly Eyes 80,000 Cell Sites In Push To Become Fourth US Wireless Carrier: T, TMUS, VZ Stocks Slip After-Hours&nbsp;</a>

In this photo illustration, the American pharmaceutical and biotechnology company Moderna logo is displayed on a smartphone screen. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)

MRNA Stock’s Vaccine Rally Cracks As Worst Week In 3 Months Looms — Analyst Calls It A ‘Do-Not-Trade’ Over Wild Swings

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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.

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