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The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and décor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is drawing attention after a recent rebound that traders say held its gains, with bullish technical setups and positioning ahead of earnings. The upbeat view contrasts with concerns that high rates and a sluggish housing market could continue to weigh on renovation demand.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers sharp rally to fresh multi-year highs is drawing attention, with traders citing rotation into defensive, dividend-paying pharma stocks and positioning ahead of the quarterly report. Bulls see a technical breakout and pipeline momentum, while skeptics warn the move may meet resistance and point to patent-expiration and growth concerns.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,105,365. The last known price of Bitcoin is 77,397.34014094 USD and is up 0.28 over the last 24 hours. It is currently trading on 12773 active market(s) with $12,152,377,915.37 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoin is drawing attention amid concerns over Binances reported major hack and paused withdrawals, with traders debating whether damaged exchange trust could trigger further selling. Others argue the market is absorbing the shock and point to Binances reported reimbursement progress and planned withdrawal reopening as reasons for optimism.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

Attention centers on expected Q3 results and the Phase 3 QUILT-2.005 topline for ANKTIVA plus BCG in BCG-naive bladder cancer; the trial is database-locked, with a supplemental filing planned if results support it. Bullish traders see the readout and ANKTIVAs expanded bladder-cancer label as growth catalysts, while others question commercial uptake and point to competition, short-selling, and broader market weakness to explain the volatility.

ProShares Trust - ProShares UltraPro Short QQQ -3x Shares

ProShares UltraPro Short QQQ

SQQQ is drawing attention as traders use the leveraged inverse Nasdaq ETF to hedge or bet on further weakness in tech, citing concerns about AI spending and valuations alongside recent tech-led selling. The community is divided: some expect more downside, while others warn that rumors of a U.S.Iran deal and a possible market rebound could reverse gains in the short ETF.

Global X Funds - Global X Dow 30 Covered Call ETF

Global X Dow 30 Covered Call ETF

The Dow is being discussed amid volatile, uneven trading across major indexes, with traders watching Fed policy and rising Treasury yields as pressures on equities. Some see relative strength in the Dow as money rotates away from tech, while others warn that inflation, oil-market risks and weakening momentum could deepen a selloff.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Discussion centers on BioCrysts upcoming quarterly results and whether continued ORLADEYO growth can support the stock despite its weak performance. Traders are also looking ahead to Navenibart and Netherton data, while debating managements acquisition strategy and expressing frustration over dilution and limited shareholder returns; buyout talk remains speculative.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disneys quarterly results and outlook are drawing attention, with traders highlighting stronger streaming profitability and resilient theme-park performance. The reaction is mixed: some see support for a turnaround, while others point to the stocks persistent range-bound price action and difficulty holding gains.

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

CVS Health Corp

CVS is drawing attention ahead of its upcoming earnings report, with traders watching whether guidance holds and how management addresses pressure on the pharmacy benefit management business. Some see the recent pullback as a potential technical rebound setup, while others remain cautious after the stocks recent selling.

VS Trust - 2x Long VIX Futures ETF

Volatility Shares 2x Long VIX Futures ETF

A sharp volatility spike has lifted UVIX, drawing traders seeking a hedge against a broader market pullback. The community is split between expecting volatility to persistciting concerns about oil, interest rates and geopolitical risksand warning that UVIX can quickly lose value as volatility fades and its leveraged futures exposure decays.

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CAKE Q3 Earnings Call Highlights Strong Traffic and 2027 Expansion

The Cheesecake Factory's strong traffic growth, improving margins and ambitious Flower Child expansion plans support its 2027 outlook, despite challenges at North Italia.

Cheesecake Factory (CAKE) Q3 2026 Earnings Call Transcript

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Cheesecake Factory (CAKE) Reports Q3 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for Cheesecake Factory (CAKE) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Cheesecake Factory Q3 2026 Earnings Call Transcript

Cheesecake Factory (NASDAQ:CAKE) reported third-quarter financial results on Tuesday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you by Benzingaread more...

The Cheesecake Factory Delivers Q3 Print Above Expectations

Here's a look at what's on the menu inside The Cheesecake Factory's Q3 earnings report.read more...

Cheesecake Factory (CAKE) Surpasses Q3 Earnings and Revenue Estimates

Cheesecake Factory (CAKE) delivered earnings and revenue surprises of +7.37% and +2.98%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

The Cheesecake Factory Reports Results for Third Quarter of Fiscal 2026

The Cheesecake Factory Incorporated (NASDAQ: CAKE) today reported financial results for the third quarter of fiscal 2026, which ended on September 29, 2026. Total revenues were $1,033.4 million in the third quarter of fiscal 2026 compared to $907.2 million in the third quarter of fiscal 2025. Net...

Bessent compares Obama library to 'Darth Vader's tomb' after ex-president criticized White House renovations

A key Cabinet official in the Trump administration on Monday hit back at former President Barack Obama's criticisms of White House renovations by having lunch at the restaurant that was caught up in the ex-president's critique.Obama spoke at a rally in Ohio on Saturday while campaigning for...

CAKE vs. TXRH: Which Restaurant Stock Is the Better Buy Now?

Cheesecake Factory outshines Texas Roadhouse with stronger earnings revisions, margin expansion and stock gains, making it the preferred pick in casual dining.

Best Momentum Stocks to Buy for October 26th

HIPO, CAKE and MSM made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on October 26th, 2026.

• Reported GAAP EPS of $1.02 up 50.00% YoY
• Reported revenue of $1.03B up 13.91% YoY
• The Cheesecake Factory expects as many as 26 new restaurants in fiscal 2026, including as many as five Cheesecake Factory restaurants, eight North Italia, seven Flower Child and as many as six FRC locations.

The Cheesecake Factory reported North Italia comparable sales of (3)% versus prior year, an Other FRC operating loss of -$3.6M, and identified consumer spending, supply chain, wage and development risks.

The Cheesecake Factory's comparable sales increased 15.2% year-over-year with traffic outperforming casual dining; menu innovation, rewards and social engagement contributed to sales growth, and six restaurants opened in Q3 fiscal 2026.

Cheesecake Factory, Inc. engages in the operation of restaurant chains. It operates through the following segments: The Cheesecake Factory Restaurants, North Italia, Other FRC, and Other. The Cheesecake Factory Restaurants segment offers appetizers, pizza, seafood, steaks, chicken, burgers, small plates, pastas, salads, sandwiches and omelettes, and a selection of gluten-free items. The North Italia segment specializes in Italian cuisine. The Other FRC segment includes brands acquired from Fox Restaurant Concepts. The Other segment consists of the Flower Child brand, along with other businesses. The company was founded by David M. Overton, Oscar Overton, and Evelyn Overton in 1972 and is headquartered in Calabasas Hills, CA.

Cheesecake Factory Inc. (The)

No AI, No Problem: 5 Consumer Stocks Quietly Outperforming Nvidia This Year

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>Cracker Barrel stock’s 130% surge has been fueled by stronger sales trends, cost improvements and strategic changes.&nbsp;</li><li>Cheesecake Factory stock has more than doubled this year, helped by strong growth from its restaurant brands.&nbsp;</li><li>CarMax has gained over 65%, supported by stronger sales, cost cuts and improving used-car conditions.</li></ul>While all eyes are on Nvidia Corp.’s (NVDA)&nbsp;magnificent second-quarter (Q2) performance, a handful of&nbsp;unexpected consumer names — a restaurant chain, a lingerie retailer, a used-car dealer, a country-store operator and&nbsp;an online rental marketplace have quietly crushed the chip giant's 2026 stock performance in a reminder that&nbsp;run-of-the-mill earnings beats can outrun even the market's flashiest growth story.&nbsp;&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> jumped about 5% after hours after the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-beats-expectations-on-all-q2-metrics-70-jump-in-fy-28-revenue/cZYVepRRJpd">projected</a> 70% revenue growth for fiscal 2028, easing concerns that huge AI spending may not translate into strong sales.&nbsp;Nvidia shares are up over 12% year-to-date, a solid gain but a far cry from its 2023-2024 triple-digit rallies and one overshadowed by bouts of AI-trade volatility tied to valuation worries and circular-revenue concerns. Meanwhile, Cheesecake Factory Inc. (CAKE), Victoria's Secret &amp; Co. (VSXY), Cracker Barrel Old Country Store Inc. (CBRL), Carmax Inc. (KMX) and Airbnb Inc. (ABNB) have posted gains between 38% and 130%.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260827_122936572_2b658d53c6.png" alt="koyfin_20260827_122936572.png" width="2400" height="1240"></figure><h2 class="st-heading-2">Cracker Barrel’s Turnaround And Cheesecake Factory’s Rally&nbsp;</h2>Cracker Barrel is the turnaround story of the year. The&nbsp;<a href="https://stocktwits.com/symbol/CBRL">stock</a> has jumped over 62% since its surprise Q3 profit guidance raise in June, even as revenue slipped 3%. The company is also in the midst of a transition, with David Deno taking over as CEO from Julie Masino following the brand's rocky 2025 rebrand attempt.&nbsp;Last month, Wells Fargo raised its Cracker Barrel price target to $60 from $50 and kept an ‘Overweight’ rating, citing stronger-than-expected Q4 comparable sales, balance-sheet benefits from a sale-leaseback deal, and the exit from Maple Street Biscuit. The firm sees more positives than negatives and expects further upside as FY27 expectations rise. Citi also raised its target to $42 from $34.<a href="https://stocktwits.com/symbol/CAKE">Cheesecake Factory stock</a> has more than doubled this year, driven by Fox Restaurant Concepts brands like Flower Child, which posted 21% sales growth and 19.6% margins in Q2. On Wednesday, J.P. Morgan analyst John Ivankoe raised the price target for CAKE to $105 from $92, while keeping a ‘Neutral’ rating on the stock. The firm updated its outlook after visiting the company’s headquarters.&nbsp;<h2 class="st-heading-2">Victoria’s Secret, Airbnb And CarMax Gain Momentum</h2>Now trading under a new ticker after a June rebrand,&nbsp;<a href="https://stocktwits.com/symbol/VSXY">Victoria's Secret</a> beat Q1 estimates with sales up 15.3% and raised full-year guidance despite tariff headwinds.&nbsp;Last week, TD Cowen raised its Victoria’s Secret price target to $80 from $75 but kept a Hold rating. The firm said the company is performing well, but the stock’s high valuation leaves limited room for gains. UBS also raised its target to $95 from $90 and kept a Neutral rating, seeing a balanced outlook ahead of Q2 results.The&nbsp;iconic lingerie retailer is slated to report its Q2 earnings on September 3. Victoria's Secret sees revenue of $1.59 billion-$1.62 billion, compared to Wall Street’s estimate of $1.62 billion, as per Fiscal.ai data.&nbsp;Up roughly 38% YTD,&nbsp;<a href="https://stocktwits.com/symbol/ABNB">Airbnb stock</a> has ridden the acceleration in global travel demand and an "AI-native" product push. Q2 revenue rose 17% to $3.6 billion and net income jumped 23% to $816 million, with the company touting a 60% faster product-development cycle thanks to internal AI tools.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_3_7e4a097695.png" alt="fiscal-ai-chart-export (3).png" width="1400" height="1000"></figure><a href="https://stocktwits.com/symbol/KMX">CarMax stock</a> has jumped more than 65% in 2026, benefiting from better used-car inventory conditions, stronger sales volumes and tighter cost controls, helping restore investor confidence.The company beat Wall Street expectations in Q1 fiscal 2027, reporting $8 billion in revenue and $1.31 in EPS. CarMax has also cut costs and is targeting about $200 million in structural savings by fiscal 2027. Last month, JPMorgan upgraded CarMax to ‘Neutral’ from ‘Underweight’ and raised its price target to $60 from $38, listing improved price competitiveness and a resilient used-car market as positive signs.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-sjm-repl-neo-stocks-surge-to-52-week-highs-today/cZY8nHBRJpL">Why Did SJM, REPL, NEO Stocks Surge To 52-Week Highs Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Customers dining inside Cracker Barrel Country Store restaurant. 

Cheesecake Factory, Victoria’s Secret, Cracker Barrel, CarMax and Airbnb have risen 38% to 130%.

Airbnb Inc

Cheesecake Factory Inc.

Cracker Barrel Old Country Store Inc

Carmax Inc

Victoria`s Secret & Co

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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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