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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 warning that Medicare reimbursement for CorMedixs DefenCath could fall sharply in 2027 has fueled a steep selloff and concern about future pricing and sales. Traders dispute how conclusive DaVitas estimate is, pointing to CMSs finalized payment rate and arguing the outlook depends on quarterly calculations and DefenCath uptake.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

FDA approval of Inovios competing RRP treatment has put Precigens PAPZIMEOS under scrutiny, with traders debating whether the new option will erode its market position. Some fear stronger competition, while others point to Precigens first-mover and full-approval advantages and question Inovios ability to commercialize its drug.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean is drawing attention after Brazil approved its Valaris merger, which traders see as a step toward closing the deal, alongside recent offshore contract wins and higher day-rate expectations. Bulls anticipate improved scale and a potential short squeeze, while skeptics point to merger-related dilution, debt and the upcoming earnings report.

Zcash (ZEC) is a cryptocurrency . Users are able to generate ZEC through the process of mining. Zcash has a current supply of 16,942,077.7905448. The last known price of Zcash is 1,263.32437248 USD and is up 2.82 over the last 24 hours. It is currently trading on 668 active market(s) with $1,115,981,976.30 traded over the last 24 hours. More information can be found at https://z.cash/.

Zcash

Zcashs sharp rebound and resilience amid broader crypto weakness and Binance hack fears have traders highlighting its privacy features and speculating about a safe-haven shift into ZEC; some also point to the upcoming NU7 upgrade. Others view the rally as overextended and expect further declines.

Regeneron Pharmaceuticals, Inc. is a biotechnology company, which engages in the discovery, invention, development, manufacture, and commercialization of medicines. Its product portfolio includes the following brands: Dupixent, Evkeeza, Eylea, Inmazeb, and Kevzara. The firm accelerates the traditional drug development process through its proprietary VelociSuite technologies such as VelocImmune, which uses unique genetically humanized mice to produce optimized fully human antibodies and bispecific antibodies. The company was founded by Alferd G. Gilman, Leonard S. Schleifer, George Damis Yancopoulos, and Eric M. Shooter on January 8, 1988, and is headquartered in Tarrytown, NY.

Regeneron Pharmaceuticals, Inc.

Regenerons strong third-quarter earnings beat, supported by Eylea HD and Sanofi collaboration growth, has driven a sharp share-price breakout to multiyear highs. Traders are broadly celebrating the results, while some are watching whether the rally can hold amid wider market weakness.

ExxonMobil Holdings Corp. is an international energy and petrochemical company, which creates solutions that improve quality of life and meets society’s evolving needs. The company is headquartered in Spring, TX.

ExxonMobil Holdings Corp.

Exxon Mobil Corp

Exxons quarterly results beat expectations, with record refinery utilization and strong refining performance drawing attention amid tight global diesel supplies linked to geopolitical disruptions. Traders largely welcomed the results and refining strength, though some questioned the stocks muted reaction and whether elevated oil and refining margins can last.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

FLY is drawing attention amid a sharp selloff that traders largely link to broader market and space-sector weakness, with many saying they see no new company-specific bad news. Some also worry about uncertainty around Alpha launch timing and want a firm update, while bullish traders view the drop as an opportunity.

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 sharply weaker quarterly outlook, driven by soft PC demand and manufacturing constraints, triggered a steep selloff and analyst downgrades. Traders are split between calling the decline an overreaction and buying the dip, and warning that execution problems and continued weakness could bring further losses.

Coeur Mining, Inc. engages in the well-diversified, growing precious metals producer with a focus on generating sustainable, high-quality cash flow and returns from a balanced, prospective asset base in mining-friendly jurisdictions along with commitment to exploration and expansions. It operates through the following segments: Palmarejo, Rochester, Kensington, Wharf and Silvertip. The Palmarejo segment includes a gold-silver complex. The Rochester segment operates an open pit heap leach silver-gold mine in northwestern Nevada. The Kensington segment relates to an underground gold mine located north of Juneau, Alaska. The Wharf segment focuses on an open pit heap leach gold mine located near Lead, South Dakota. The Silvertip segment silver-zinc-lead exploration located in the state of Sonora in northern Mexico. The company was founded in 1928 and is headquartered in Chicago, IL.

Coeur Mining Inc

Coeur Mining is drawing attention after falling to a new 52-week low amid a sharp selloff in gold, silver and mining stocks; traders also point to put-heavy options activity. The discussion is split between dip-buyers and traders warning that weaker metal prices, higher costs and continued downside momentum could pressure miners further.

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

A rally to a fresh 52-week high ahead of an expected quarterly report has traders focused on BRIUMVI growth and whether results can justify the run; some expect an earnings-driven move, while others warn the stock may be priced for a beat. Buyout speculation and possible short covering are also fueling bullish chatter, but no deal is confirmed and the earnings timing remains uncertain.

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Recurrent Energys sale of two battery-storage projects in France is drawing attention, with bullish traders viewing the deal as positive asset monetization and questioning the stocks weak reaction. The broader debate weighs that potential value against Canadian Solars losses and debt, while some traders speculate about short-selling pressure.

Recurrent Energy Completes Sale of Two 100 MW / 400 MWh BESS Projects in France to BW ESS

Recurrent Energy Completes Sale of Two 100 MW / 400 MWh BESS Projects in France to BW ESS Recurrent Energy Completes Sale of Two 100 MW / 400 MWh BESS Projects in France to BW ESSPR NewswireKITCHENER, ON, Oct. 29, 2026 The 200 MW / 800 MWh portfolio was sold to BW ESS, demonstrating Recurrent...

New Strong Sell Stocks for October 21st

ALVO, CSIQ and AESI have been added to the Zacks Rank #5 (Strong Sell) List on October 21, 2026.

TSLA, CSIQ Stocks In Focus As China Tightens Solar Manufacturing Technology Exports

Equity

China's Ministry of Commerce and Ministry of Science and Technology on Friday proposed adding 12 photovoltaic technologies to the country's export-control list.

New Strong Sell Stocks for October 16th

BRCB, CSIQ and VLRS have been added to the Zacks Rank #5 (Strong Sell) List on October 16, 2026.

Recurrent Energy Achieves Commercial Operation of 200 MWp Villameca Solar Project in Spain

Recurrent Energy Achieves Commercial Operation of 200 MWp Villameca Solar Project in Spain Recurrent Energy Achieves Commercial Operation of 200 MWp Villameca Solar Project in SpainPR NewswireKITCHENER, ON, Oct. 15, 2026Recurrent Energy is expected to have approximately 1 GW of solar capacity in...

Can NXT's Raised Guidance Outweigh Rising Platform Investment Costs?

Nextpower raises fiscal 2027 guidance after an earnings beat, backed by a $5.5B-plus backlog, but rising platform investments and operating costs pose challenges.

NXT Falls 16% in 3 Months. Does the Pullback Signal Opportunity?

Nextpower's 16% stock decline offers a valuation reset, but strong revenue growth, a $5.5B backlog and margin risks complicate the investment case.

eSTORAGE to Supply and Commission 100 MW/200 MWh Battery Storage System for OX2 in New South Wales

eSTORAGE to Supply and Commission 100 MW/200 MWh Battery Storage System for OX2 in New South Wales eSTORAGE to Supply and Commission 100 MW/200 MWh Battery Storage System for OX2 in New South WalesPR NewswireKITCHENER, ON, Oct. 6, 2026KITCHENER, ON, Oct. 6, 2026 /PRNewswire/ --Canadian Solar Inc...

Recurrent Energy Achieves ISO 14001 Certification for Operations and Maintenance Services

Recurrent Energy Achieves ISO 14001 Certification for Operations and Maintenance Services Recurrent Energy Achieves ISO 14001 Certification for Operations and Maintenance ServicesPR NewswireKITCHENER, ON, Sept. 23, 2026 The certification completes Recurrent Energy's portfolio of three...

Canadian Solar's (CSIQ) Backlog Balloons While The Bottom Line Bleeds

Canadian Solar's (CSIQ) Backlog Balloons While The Bottom Line Bleeds...

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Bullish Sentiment

<ul class="summary-bullets"><li>Under the proposal, China would prohibit exports of certain technologies used to manufacture perovskite and tandem solar cells, as well as selected thin-silicon wafer and fluidized-bed polysilicon technologies.</li><li>Other advanced manufacturing technologies, including TOPCon, HJT and back-contact technologies, would face restrictions rather than an outright export ban.</li><li>China's Commerce Ministry highlighted national security concerns, pointing to the growing use of photovoltaic technologies in aerospace, national defense, unmanned equipment and high-security infrastructure.</li></ul>Shares of Tesla Inc. (TSLA) and Canadian Solar Inc. (CSIQ) are in focus after China proposed tighter controls on the export of technologies used to manufacture solar panels and cells.China's Ministry of Commerce and Ministry of Science and Technology on Friday proposed adding 12 photovoltaic technologies to the country's export-control list, including technologies related to polysilicon, silicon wafers and advanced solar-cell manufacturing, per a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/china-proposes-export-controls-solar-manufacturing-technologies-2026-10-18/">report</a> by Reuters.<a href="https://stocktwits.com/symbol/TSLA">Tesla shares</a> closed 2% lower on Friday, while&nbsp;<a href="https://stocktwits.com/symbol/CSIQ">Canadian Solar shares</a> fell more than 7%.<h2 class="st-heading-2">China Targets Key Solar Manufacturing Technologies</h2>Under the proposal, China would prohibit exports of certain technologies used to manufacture perovskite and tandem solar cells, as well as selected thin-silicon wafer and fluidized-bed polysilicon technologies. Other advanced manufacturing technologies, including TOPCon, HJT and back-contact technologies, would face restrictions rather than an outright export ban.The measures are part of a broader revision of China's Catalogue of Technologies Prohibited and Restricted from Export. Beijing said the photovoltaic additions cover technologies used in polysilicon manufacturing, silicon-wafer manufacturing and solar-cell manufacturing.China's Commerce Ministry said the move is aimed at addressing national security concerns, pointing to the growing use of photovoltaic technologies in areas including aerospace, national defense, unmanned equipment and high-security infrastructure.“The national security risks that may be caused by the export of solar technology have been constantly rising. It is necessary to implement timely and appropriate supervision,” the ministry said.At the same time, Beijing stressed that the controls are intended to be narrowly targeted. The ministry said technologies that do not meet the specified control thresholds would remain freely exportable and that products manufactured using controlled technologies are not themselves within the scope of the proposed rules."The scope of technologies listed in this announcement is limited; other technologies that do not meet the control indicators can still be freely exported," the ministry said.<h2 class="st-heading-2">TSLA In Talks With Chinese Firms For Solar Equipment</h2>According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/climate-energy/tesla-talks-with-chinese-firms-buy-29-bln-worth-solar-equipment-sources-say-2026-03-20/">report</a> from March, Tesla was in talks with Chinese firms to procure about $2.9 billion worth of solar manufacturing equipment, including equipment from Suzhou Maxwell Technologies, Shenzhen S.C New Energy Technology and Laplace Renewable Energy Technology.Tesla CEO Elon Musk&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-shares-edge-lower-as-giant-houston-solar-factory-plans-emerge/cZXuvFEReNQ">outlined</a> his vision at the World Economic Forum in Davos in January this year, with the EV giant planning to add 100 GW of solar manufacturing capacity in the U.S. by 2028.<h2 class="st-heading-2">CSIQ’s HJT Expansion In US Faces New Question</h2>Canadian Solar could be particularly relevant because its U.S. manufacturing expansion relies on heterojunction technology, or HJT, one of the advanced solar-cell technologies specifically identified for export restrictions under China's proposal.Canadian Solar's subsidiary CS PowerTech officially opened the first phase of its HJT solar-cell factory in Jeffersonville, Indiana, earlier this year. The first phase has a total capacity of 2.1 GW, while a second phase is expected to bring total U.S. cell capacity to 6.3 GW in the first half of 2027.The company has described the Indiana facility as the first U.S. plant designed to produce advanced HJT bifacial N-type solar cells. Together with its Texas module facility, the expansion is intended to create a more localized U.S. solar manufacturing supply chain."We are executing on a multidimensional solar technology roadmap, spanning advanced cell innovations to next-generation applications," Canadian Solar CEO Colin Parkin said in August. "In the near to midterm, U.S. manufacturing remains at the forefront of our strategy."However, the proposal does not mean that Canadian Solar's HJT factory is automatically blocked. China's Commerce Ministry emphasized that the controls have specific technical indicators and that only technologies and key equipment meeting those thresholds would be subject to the proposed restrictions.<h2 class="st-heading-2">What Retail Investors Think About TSLA Stock</h2>Retail sentiment on Stocktwits around Tesla trended in the ‘bullish’ territory at the time of writing.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> is down 21% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/CSIQ">CSIQ stock</a> is down 59%. The S&amp;P 500 ETF (SPY) is up 16% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 18%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rubio-trump-60-days-russia-sanctions-tariffs-waiver-evaluate/cZxNOESRBtZ">Rubio Says Trump Will Take Up To 60 Days To Assess Impact Of Russia-Related Sanctions And Tariffs: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Tesla app Power Flow screen is seen displayed on a smartphone, showing live energy distribution between solar panels generating 1.0 kW, the home consuming 0.5 kW and a Powerwall battery at 96 percent supplying 0.5 kW, with the Tesla logo visible blurred in the background, in this illustration photo taken on July 31, 2026. (Photo by Matteo Della Torre/NurPhoto via Getty Images)

Hold rates steady

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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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
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