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Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff is weighing on SOXL, with traders linking it to fears that the new congressional balance could bring tighter AI and data-center restrictions, alongside chip-sector weakness and concerns that the AI trade is unwinding. The community is split between expecting further losses and treating the decline as capitulation and a buying opportunity, while warning that SOXLs 3x leverage magnifies the swings.

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

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs strong quarterly results and upbeat outlook have been overshadowed by a sharp selloff alongside chip and AI stocks. Traders debate whether election-related fears about AI regulation and data-center expansion, stretched valuations, or broader sector pressure are driving the decline, while dip buyers argue the companys fundamentals remain intact.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Record quarterly results, expanding margins, and continued sales growth are driving discussion, though the stocks muted reaction frustrates bullish holders. Debate centers on whether improving commercial execution outweighs lingering concerns about lung-cancer data durability, the planned filing timeline, and managements communication.

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

Concerns that the Democratic sweep could bring tighter AI and data-center rules and slow future buildouts are weighing on SNDK alongside memory and chip peers. Traders are split between calling the selloff an overreaction given strong results and expected AI demand, and warning that the rally may have outrun fundamentals as memory pricing and the sectors cyclicality come into focus.

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 as traders worry that calls for tighter AI regulation and potential data-center permitting delays could slow infrastructure spending, alongside concerns about circular financing and the sustainability of AI demand. The community is split between viewing these risks as signs of an AI-trade unwind and treating the selloff as an overreaction, with some buying the dip ahead of earnings.

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, delivered its first GAAP profit since going public, and paired rapid Vector advertising growth with stronger guidance, driving a sharp post-earnings rally. Traders largely celebrated a potential turnaround and debated whether the move can hold, while some cautioned about resistance and speculated about short covering.

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

A stronger-than-expected third-quarter report is driving attention, with traders welcoming portfolio growth led by Alani Nu and a positive initial share reaction. Debate centers on whether that growth can offset declining revenue in the core CELSIUS brand and compressed gross margins.

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 quarterly report and outlook are driving the selloff: traders are focused on sharply weaker handset sales and margin pressure from rising component costs, despite modestly beating estimates. Some see growth in automotive, data center and the SpaceX partnership as a longer-term offset, while others argue diversification has not yet replaced the smartphone business.

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

A strong quarterly report, raised full-year revenue outlook, and managements view that Recorlev could reach blockbuster scale years earlier than expected are driving attention to XERS. Traders are celebrating the growth outlook and sharp rally, while takeover speculation is circulating but remains unconfirmed.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins record quarterly results, stronger-than-expected outlook, and expanded buyback are driving a sharp rally, with traders focused on growth from its AI-powered advertising models. Many are celebrating the turnaround and strong cash generation, while others warn the surge may fade and question whether the model-driven growth can be sustained.

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Celsius vs. Chipotle Mexican Grill: Which Consumer Goods Stock Is a Better Buy for 2027?

Key PointsCelsius continues to capture market share in the functional energy drink category through rapid U.S. and international expansion...

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Wall Street Analysts Think Chipotle (CMG) Is a Good Investment: Is It?

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Here's How Much $100 Invested In Chipotle Mexican Grill 10 Years Ago Would Be Worth Today

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Chipotle Sales Beat as New Chicken, Chips Bring Diners Back

Chipotle Sales Beat as New Chicken, Chips Bring Diners Back...

• Reported GAAP EPS of $0.27 down -6.90% YoY
• Reported revenue of $3.29B up 9.65% YoY
• Chipotle continues to anticipate 2026 full-year comparable restaurant sales growth in the low single digit range and an underlying full-year effective tax rate between 24% and 26% before discrete items.

Chipotle's operating margin and diluted EPS decreased year over year, labor costs increased as a share of revenue, and food safety incidents and food-borne illnesses are disclosed risks.

Chipotle recorded positive transaction growth for a third consecutive quarter, increased digital sales, and opened company-owned and international partner-operated restaurants while entering three new markets.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

CMG Stock Sees Slew Of Price Target Reductions Post Q3 Report – RBC Sees Upside To 2027 Comparable Sales 

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Bernstein lowered its price target to $43 from $50 while maintaining an ‘Outperform’ rating, saying traffic recovery was gaining traction, supported by improving late-October trends and additional sales drivers.</li><li>Chipotle kept its forecast for low-single-digit comparable-sales growth and plans to open 350–370 restaurants this year.</li><li>According to Koyfin data, 12 of 35 analysts covering the stock rate it ‘Hold’, whereas 23 rate it ‘Buy’ or ‘Strong Buy’.</li></ul><p>Chipotle (CMG) shares drew a slew of price target reductions following the company’s third-quarter results, even as some pointed to improving traffic trends and potential sales growth ahead.</p><p>According to The Fly, RBC Capital lowered its price target on Chipotle to $40 from $45 while maintaining an ‘Outperform’ rating. The firm said third-quarter comparable sales growth of 2.1% topped the 1.5% consensus estimate and sees potential upside to 2027 comparable sales, citing a 3%–4% exit rate and additional sales from catering.</p><p><a href="https://stocktwits.com/symbol/CMG">CMG shares</a> traded 8% higher at the time of writing.</p><p>According to Koyfin data, 12 out of 35 analysts covering the stock rate it ‘Hold’, whereas 23 rate the stock ‘Buy’ or ‘Strong Buy’. Their 12-month price targets range from $32 to $53, with an average of $41.97.</p><h2 class="st-heading-2">Analysts Weigh Improving Traffic Against Softer October Trends</h2><p>Bernstein lowered its price target to $43 from $50 while maintaining an ‘Outperform’ rating, saying traffic recovery was gaining traction, supported by improving late-October trends and additional sales drivers. It noted that continued pressure on the rewards-related mix tempered the firm’s fiscal 2027 comparable-sales outlook.</p><p>KeyBanc cut its price target to $40 from $42 while maintaining an ‘Overweight’ rating, according to The Fly. The firm said October trends had softened and Chipotle’s guidance appeared lighter than previously anticipated, despite better-than-expected third-quarter results.</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Analyst</td><td>Old PT</td><td>New PT</td></tr><tr><td>Telsey Advisory</td><td>$48</td><td>$40</td></tr><tr><td>RBC Capital</td><td>$45</td><td>$40</td></tr><tr><td>Bernstein</td><td>$50</td><td>$43</td></tr><tr><td>JPMorgan</td><td>$37</td><td>$36</td></tr><tr><td>KeyBanc</td><td>$42</td><td>$40</td></tr><tr><td>Mizuho</td><td>$37</td><td>$35</td></tr><tr><td>Citi</td><td>$43</td><td>$41</td></tr><tr><td>Guggenheim</td><td>$36</td><td>$32</td></tr><tr><td>Freedom Capital</td><td>$39</td><td>$35</td></tr></tbody></table></figure></div><p><i>Source: The Fly</i></p><p>Telsey Advisory lowered its price target to $40 from $48 while maintaining an ‘Outperform’ rating. The firm cited progress on Chipotle’s Recipe for Growth strategy, marketing efforts and operational improvements, alongside macroeconomic headwinds and the Cyclospora outbreak. Telsey said it viewed the risk-reward as favorable at current valuation levels, according to The Fly.</p><p>Freedom Capital also cut its price target to $35 from $39 and maintained a ‘Hold’ rating, describing the quarter as mixed and the risk-reward as balanced at current share levels, The Fly reported.</p><h2 class="st-heading-2">CMG Q3 Results At A Glance</h2><p>Chipotle Mexican Grill (CMG)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cmg-stock-rises-overnight-ceo-calls-chipotle-a-category-leader-after-strong-q3-revenue-retail-agrees/cZUQBbsR9bc">reported</a> its third-quarter results on Wednesday after the market closed, with revenue rising 9.6% year over year to $3.29 billion, in line with analyst expectations. Adjusted earnings came in at $0.27 per share, below the $0.29 consensus estimate, according to Fiscal AI estimates.</p><p>For 2026, Chipotle maintained its outlook for comparable restaurant sales growth in the low-single-digit range and expects to open 350-370 restaurants, including 10-15 international partner-operated locations. Around 80% of new company-owned restaurants are expected to include a Chipotlane.</p><p>For 2027, the company expects to open 340-360 company-owned restaurants in the U.S. and Canada, as well as approximately 15-25 company-owned and partner-operated restaurants outside those markets.</p><h2 class="st-heading-2">How Retail Views CMG</h2><p>Retail sentiment on Stocktwits was ‘neutral’ with ‘high’ message volumes.&nbsp;</p><p>One Stocktwits user said they had added 13,000 shares of $CMG at approximately $30 and planned to buy another 17,000 shares.</p><p><stembedurl>https://stocktwits.com/Universaal/message/667658193</stembedurl></p><p>CMG shares have dropped over 17% year-to-date.</p><p><strong>Also read: </strong><a href="https://stocktwits.com/news-articles/markets/equity/novocure-ceo-says-rvmd-daraxonrasib-slowed-optune-pax-adoption/cZUQMoRR9RI"><strong>Novocure CEO Says RVMD’s Daraxonrasib Slowed Optune Pax Adoption – Wedbush Sees Disruption Rather Than Direct Competition</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Chipotle Mexican Grill restaurant in Manhattan, New York City, United States of America on July 16th, 2024. (Photo by Beata Zawrzel/NurPhoto via Getty Images)

Chipotle (CMG) shares drew a slew of price target reductions following the company’s third-quarter results, even as some pointed to improving traffic trends and potential sales growth ahead.

CMG Stock Sees Slew Of Price Target Reductions Post Q3 Report – RBC Sees Upside To 2027 Comparable Sales

According to The Fly, RBC Capital lowered its price target on Chipotle to $40 from $45 while maintaining an ‘Outperform’ rating.


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Are you buying the dip on Wendy&#39;s ($WEN) stock?

Current Price	$35.07
Prev Close	$35.20
Open	$35.29
Dividend Yield	0.00%
50-Day Moving Average	$32.85
Beta	0.80
Avg. Volume	24.24M
PE Ratio	32.99

52-Week High	$41.42
52-Week Low	$27.31
Market Capitalization	$44.53B
EPS (Annual)	$1.14
Price to Book	18.14
Revenue Per Employee	$91,523.48

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