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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending amid discussions around its Q3 earnings, which beat expectations, and updated guidance. The community is focused on the company's high valuation, with some citing Michael Burry's reported short position, while others remain bullish due to Palantir's growth and position in AI.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending due to recent trial results for its PMO therapies, which, while showing positive trends, did not meet statistical significance, leading to community concerns about potential revenue impact. Despite this, discussions focus on the potential for label expansion of Elevidys, European sales, and possible mergers or acquisitions as long-term catalysts. Some traders also suggest shorts may have orchestrated the selloff.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

HIMS is trending amid discussions about its upcoming earnings report and a potential partnership with Novo Nordisk, which has sparked debate around the company's GLP-1 strategy. Community members are weighing the potential impact of these factors on the stock's future performance, with some anticipating a short squeeze. Others are focused on insider selling and revenue guidance, remaining skeptical about the company's valuation.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It also operates the Nichols Ranch, Alta Mesa, and White Mesa Mill projects. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels is trending due to a mixed reaction to earnings, with revenue doubling but EPS missing estimates, sparking debate about valuation and future guidance. Community members are discussing the potential for a short squeeze and government contracts, while also weighing the impact of a possible easing of rare earth export restrictions by China. Bullish sentiment remains strong among some investors who view Energy Fuels as a key player in the uranium and rare earth sectors, essential for energy independence and AI infrastructure.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is trending as its robotaxi fleet, Apollo Go, matches Waymo's pace with weekly ride volumes crossing 250K, sparking excitement around its autonomous vehicle leadership. Community members are also discussing catalysts from upcoming earnings and AI advancements, with some eyeing price targets. The stock's multi-year accumulation and perceived undervaluation as a Chinese stock are also driving interest.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta (META) is trending amid investor concern over heavy AI spending and its potential impact on near-term profitability, leading to a sell-off from recent highs. Community discussions revolve around identifying a bottom and whether the stock is oversold, with some viewing the dip as a buying opportunity due to Meta's strong fundamentals and long-term potential in AI and VR.

Memecoin on Cronos launched by the Cro Crow community

crow with knife

The "crow with knife" meme coin, $CAW, is gaining attention, with community members emphasizing its multichain presence across $SOL, $ETH, $CRO, and BASE. Discussions highlight its fully circulated supply, deflationary mechanisms, strong community, and organic growth. The community is actively using the catchphrase "caw caw" and mentioning partnerships.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure ($QURE) is trending due to a significant FDA update on its Huntington's disease gene therapy, AMT-130, with community chatter focusing on the agency's changed stance. The stock experienced a sharp decline, and discussions revolve around the potential impact on the company's future, comparisons to similar situations in the biotech sector, and speculation about a possible rebound or acquisition.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is trending as investors weigh the impact of AI infrastructure spending by major tech companies against concerns about SMCI's recent performance and upcoming earnings. The community is closely watching for any news or updates on partnerships, particularly with Xai, and whether the company can maintain its revenue guidance. Discussions also involve the potential for a new CFO announcement and its impact on investor confidence.

Terns Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in developing a portfolio of small-molecule single-agent and combination therapy candidates for the treatment of non-alcoholic steatohepatitis, or NASH, and other chronic liver diseases. The firm's pipeline includes clinical stage development programs, including a FXR agonist, a VAP-1 inhibitor, a THR-ß agonist, and a preclinical GLP-1 receptor agonist program. The company was founded by Randall L. Halcomb, Martijn Fenaux, and Weidong Zhong in 2017 and is headquartered in Foster City, CA.

Terns Pharmaceuticals Inc

Terns Pharmaceuticals ($TERN) is trending due to positive Phase 1 data for its leukemia drug, TERN-701, leading to an analyst upgrade and increased community interest. Discussions revolve around the drug's potential to disrupt the CML treatment landscape and whether the market's reaction is justified, with some cautioning about an overreaction given the early stage of development and the company's cash burn. Some traders are also pointing to the potential for a future offering, which could impact the stock price.

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4 Resilient Dental Supply Players Positioned to Withstand Tariff Risks

Here, we discuss four stocks from the Dental Supplies industry that are likely to generate wealth for investors amid tariff uncertainty. These are MCK, CAH, WST and COO. 

Company News for Oct 21, 2025

Companies in The News Are: SMMT, CLF, LHX, COO

Activist investor Jana Partners has quietly built a stake in Cooper Cos. and reportedly plans to push the California-based medical device maker to explore strategic alternatives, including a potential merger between its contact-lens business and rival Bausch + Lomb.The size of Jana’s stake has not been disclosed, but the investor is apparently preparing to engage with Cooper’s management to influence direction, The Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/deals/activist-jana-takes-stake-in-cooper-a-maker-of-medical-devices-20ffbe9c?mod=hp_lead_pos6">reported</a>,&nbsp;citing people familiar with the matter.Bausch + Lomb CEO Brent Saunders, known for his aggressive dealmaking, said he would be open to such a combination, and that it could “strengthen competition and create a more scaled company in the contact-lens segment.”Pressure To Improve Returns&nbsp;Beyond pushing for a merger, Jana Partners also&nbsp;reportedly wants Cooper to take a hard look at how it’s running the business. The activist investor plans to press the company to use its capital more efficiently and deliver stronger returns for shareholders, according to people familiar with the matter.Jana believes Cooper’s two main units, including CooperVision, which makes contact lenses, and CooperSurgical, focused on women’s health and fertility, don’t really fit together and have little overlap and simplifying the structure could improve the company’s performance.Cooper’s DeclineCooper, valued at about $14 billion, reported $3.9 billion in revenue for 2024, with the CooperVision segment contributing over two-thirds of total sales.The firm reportedly maintains that it remains confident in its dual-market strategy, arguing that both segments operate in growing global markets and complement each other strategically.However, Cooper’s contact-lens business has lagged rivals,&nbsp;according to the report, while its women’s health segment has faced margin pressure after a series of acquisitions that have yet to deliver returns.Why Bausch + Lomb Fits Into the PictureJana believes there are potential buyers for both Cooper divisions, but sees a tie-up between CooperVision and Bausch + Lomb as particularly appealing to investors.Bausch + Lomb, with a market capitalization of about $5.3 billion, was itself spun out from a larger healthcare company under Saunders’s leadership. Both firms compete with Johnson &amp; Johnson and Alcon in the global contact-lens market, and a merger could create a stronger challenger in the space.Jana’s Track Record in ActivismJana has a history of driving corporate shake-ups. It previously pushed for strategic reviews at Frontier Communications, which was later acquired by Verizon, and Markel, which is still under review.Earlier this year, Jana struck an agreement with Lamb Weston, the frozen potato giant, leading to the addition of six new board members after the activist pressed for changes.How Is Stocktwits Reading The Mood?On Stocktwits, retail sentiment was ‘bullish’ for Cooper and ‘bearish’ for Bausch + Lomb, with overall message volume remaining ‘low’ for both.While&nbsp;<a href="https://stocktwits.com/symbol/COO">Cooper Cos.’ stock</a> has declined 22% so far this year,&nbsp;<a href="https://stocktwits.com/symbol/BLCO">Bausch + Lomb’s stock</a> has fallen 17% over the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Activist Investor Turns Up Heat On Cooper, Urges Bausch + Lomb Merger To Boost Returns: Report

Jana Partners is urging Cooper to improve capital use and returns, saying its contact-lens and women’s health units lack strategic fit and drag on performance.

Equity

The Cooper Companies (COO) Up 3.6% Since Last Earnings Report: Can It Continue?

The Cooper Companies (COO) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Reasons to Retain Cooper Companies Stock in Your Portfolio for Now

COO's premium lens strategy, MiSight myopia leadership, and fertility portfolio fuel long-term growth despite near-term headwinds.

Here's Why The Cooper Companies (COO) is a Strong Value Stock

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Interpreting The Cooper Companies (COO) International Revenue Trends

Explore how The Cooper Companies' (COO) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.

COO Q3 Earnings Beat, 2025 Sales Outlook Lowered, Stock Down

Cooper Companies beats on Q3 earnings with 15% EPS growth, but revenue weakness and a trimmed 2025 outlook send shares tumbling.

Why The Cooper Companies (COO) is a Top Value Stock for the Long-Term

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Here's What Key Metrics Tell Us About The Cooper Companies (COO) Q3 Earnings

Although the revenue and EPS for The Cooper Companies (COO) give a sense of how its business performed in the quarter ended July 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

The Cooper Cos, Inc. operates as a medical device company. It operates through the Cooper Vision and Cooper Surgical segments. The Cooper Vision segment develops, manufactures, and markets products for contact lens wearers, which solves vision challenges such as astigmatism, presbyopia, myopia, ocular dryness, and eye fatigues. The Cooper Surgical segment focuses on the provision of advancement for the health of women, babies, and families through women's health and fertility products and services. The company was founded in 1958 and is headquartered in San Ramon, CA.

Cooper Companies, Inc.

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