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SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs REGAL Phase 3 trial reaching its 80-event threshold has shifted attention to the upcoming GPS survival-data readout after database lock and final analysis. Traders are sharply divided: bulls expect a meaningful survival benefit, while skeptics question the trials dosing changes, control-arm outcomes and whether the results will support approval.

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 results put the spotlight on strong AWS growth but also heavy AI infrastructure spending and a sharp free-cash-flow swing, stoking concerns about when the investment will pay off. Traders are split between questioning the cash burn and buying the post-earnings selloff, with many pointing to a sharp rebound as evidence of dip-buying support.

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 Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs upcoming Q3 earnings report is the main focus, with traders looking beyond a potential beat to whether guidance can sustain its AI growth story amid a broader pullback in tech stocks. Bulls expect strong results and a raised outlook, while bears argue the valuation leaves little room for an ordinary quarter or disappointing guidance.

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 steep selloff ahead of its upcoming earnings report is driving attention, with traders weighing concerns about advertising demand, competition and weakness across ad-tech and software stocks. Bulls argue the decline has outpaced the companys fundamentals and are buying the dip, while bears fear the report or outlook could validate further downside.

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

Inovios FDA accelerated approval of Voceryq, a competing treatment for recurrent respiratory papillomatosis, has raised concerns about competition for Precigens Papzimeos. Traders debate whether Voceryqs surgery-free dosing will erode demand or whether Papzimeos can retain an advantage through its commercial head start, established payer access, and full approval.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPaths post-earnings selloff and analyst downgrades following its Investor Day are driving discussion, with traders focused on skepticism about slowing growth and whether its agentic-AI push can translate into stronger revenue. Bulls view the companys orchestration products, cash position, and enterprise potential as undervalued, while bears say the business still needs to prove the strategy commercially.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

A third-party photo and commentary identifying POET hardware in Foxconns photonics ecosystem has renewed attention to the FIT collaboration, with traders treating it as validation while debating whether it could lead to production orders; POET has not confirmed new orders. Traders are also weighing reported MarvellLumentum acquisition talks, speculating that optics-sector consolidation could benefit POET as an independent supplier, though others see potential competitive or supply-chain risks.

Invesco DB US Dollar Index Bullish Fund - Invesco DB US Dollar Index Bullish Fund

Invesco DB US Dollar Index Bullish Fund

Shifting expectations for Fed policy and U.S. interest rates are driving discussion of the dollars moves against major currencies. Traders are split between seeing higher yields and rate-hike bets as support for UUP and warning that fiscal concerns and dollar weakness could undermine the trend.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPals Q3 results are driving attention: adjusted earnings beat expectations and full-year guidance rose, while revenue missed and growth remained modest. Traders are split between viewing cash flow and buybacks as support and worrying that weak branded-checkout growth and margin pressure undermine the turnaround; takeover and bank-charter chatter remains speculative.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadog is drawing attention after a sharp pullback amid weakness in software stocks, with traders citing its rich valuation and positioning ahead of the upcoming earnings report. Some view the drop as a buying opportunity and point to call activity, while others expect further downside; no company-specific catalyst is clearly established.

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Estée Lauder Expands Microsoft AI Partnership As It Targets Productivity, Personalized Experiences

Equity

Estée Lauder expanded Microsoft Copilot to more than 14,000 employees across its global office-based workforce.


The Este Lauder Companies and Microsoft Announce a New Strategic Partnership to Power Enterprise Efficiency and Consumer-Centric Growth

The Este Lauder Companies Inc. (NYSE: EL) today announced a new strategic partnership with Microsoft Corp. to advance its cloud and data foundation and support the responsible adoption of AI-enabled capabilities across the enterprise. The collaboration will help connect data and intelligent tools...

e.l.f. Beauty Readies for Q2 Earnings: What Should Investors Expect?

e.l.f. Beauty's Q2 revenues are poised to surge 36.8%, driven by product innovation, pricing actions and global expansion, while margin pressures may have weighed on profits.


4 Consumer Staples Stocks Poised for Earnings Surprises This Season

Innovation, distribution gains and cost efficiencies position consumer staples stocks NWL, CHD, EL and SYY for potential earnings beats this season.


How to Boost Your Portfolio with Top Consumer Staples Stocks Set to Beat Earnings

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

Earnings Preview: e.l.f. Beauty (ELF) Q2 Earnings Expected to Decline

e.l.f. Beauty (ELF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Estee Lauder Gears Up to Report Q1 Earnings: What's in the Offing?

EL is poised for Q1 earnings growth, supported by skin care and fragrance demand, digital expansion and cost-saving efforts despite margin pressures.

Zacks.com featured highlights include Estee Lauder, IMAX, Stanley Black & Decker, Sterling Infrastructure and PBF Energy

Estee Lauder, IMAX, Stanley Black & Decker, Sterling Infrastructure and PBF Energy stand out for strong earnings surprise histories and potential upcoming beats.

FEMSA Q3 Earnings Preview: Can Growth Initiatives Fuel a Beat?

FMX Q3'26 earnings are likely to rise on OXXO expansion, digital growth and operational gains, but soft consumer demand and margin pressures remain concerns.

Estee Lauder (EL) Earnings Expected to Grow: Should You Buy?

Estee Lauder (EL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The Estée Lauder Companies, Inc. engages in the manufacture of skin care, makeup, fragrance and hair care products. It sells products under Estée Lauder, Clinique, Origins, MAC, Bobbi Brown, La Mer, Jo Malone London, Aveda and Too Faced. The company was founded by Estee Lauder and Joseph Lauder in 1946 and is headquartered in New York, NY.

Estee Lauder Cos., Inc. - Ordinary Shares - Class A

Bullish Sentiment

<ul class="summary-bullets"><li>The partnership focuses on three priorities: New Capabilities &amp; Growth, Decision Intelligence, and Productivity &amp; Automation.</li><li>Estée Lauder will advance its Unified Data Platform and invest in a Unified Consumer Data Platform to improve data access, deepen consumer insights, and support personalized experiences.</li><li>Microsoft’s EVP and Chief Revenue Officer, Deb Cupp, said the partnership would help translate insights into action at scale by empowering employees, modernizing product development, and delivering more meaningful consumer experiences.</li></ul><p>The Estée Lauder Companies (EL) announced a strategic partnership with Microsoft (MSFT) on Friday to strengthen its cloud and data infrastructure and support the responsible adoption of AI across its business.&nbsp;</p><p>“Our partnership with Microsoft, in addition to the other strategic partners in our One Operating Ecosystem, is powering our teams with the capabilities to ultimately deliver more relevant, personalized experiences that meet consumers’ evolving needs,” said Brian Franz, chief technology and transformation officer at Estée Lauder.</p><p><a href="https://stocktwits.com/symbol/EL">EL shares</a> traded 2.5% lower, and&nbsp;<a href="https://stocktwits.com/symbol/MSFT">MSFT shares&nbsp;</a>traded 1.5% lower at the time of writing.</p><h2 class="st-heading-2">Microsoft Copilot Reaches More Than 14,000 Employees</h2><p>Estée Lauder has expanded Microsoft Copilot across its global office-based workforce, reaching more than 14,000 employees. The partnership focuses on three strategic priorities: New Capabilities &amp; Growth, Decision Intelligence, and Productivity &amp; Automation.&nbsp;</p><p>The company is also experimenting with productivity agents and embedding AI into role-specific workflows while automating repetitive manual tasks. Estée Lauder said these tools are intended to help employees focus on strategy, innovation, and higher-value decision-making.</p><h2 class="st-heading-2">Partnership Targets Data, Consumer Insights, Product Development</h2><p>The collaboration will advance Estée Lauder’s Unified Data Platform, which connects data across brands, regions, channels and functions. The company said the platform is designed to reduce duplication, enable reusable data products and improve access to data-driven insights.</p><p>The company is also investing in a Unified Consumer Data Platform to deepen its understanding of consumer needs and preferences. Combined with connected product data, the platform is designed to support personalized experiences from product discovery to purchase and inform product innovation, drawing on the company’s 80 years of consumer understanding and beauty expertise.</p><p>Separately, Estée Lauder is developing a connected, AI-powered workflow across product design, validation and manufacturing. The initiative aims to help teams make faster, more coordinated decisions and move products from idea to launch more efficiently.</p><h2 class="st-heading-2">Management Cites Potential Margin Benefits</h2><p>Franz said the partnership’s enhanced capabilities would help Estée Lauder “drive sustainable growth, improve productivity, and support margin expansion,” while creating capacity for reinvestment.</p><p>Microsoft Executive Vice President and Chief Revenue Officer Deb Cupp said the collaboration would help turn insights into action at scale, from empowering employees to modernizing product development and delivering more meaningful consumer experiences.</p><p>The partnership supports Estée Lauder’s Beauty Reimagined strategy and forms part of its One Operating Ecosystem.&nbsp;</p><h2 class="st-heading-2">How Retail Views The EL-MSFT Partnership</h2><p>Retail sentiment on Stocktwits toward EL stock was ‘neutral’ with ‘high’ message volumes. Meanwhile, sentiment toward MSFT turned ‘bullish’ with ‘high’ message volumes in the past 24 hours.&nbsp;</p><p>MSFT shares have gained over 8% year-to-date, whereas EL shares have dropped over 1%&nbsp; year-to-date.</p><p><strong>Also read: </strong><a href="https://stocktwits.com/news-articles/markets/equity/gd-stock-surges-after-general-dynamics-q3-revenue-jumps-13-backlog-hits-record-220-b/cZUhvr6R9TF"><strong>GD Stock Surges After General Dynamics’ Q3 Revenue Jumps 13%, Backlog Hits Record $220B</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A couple walks by Estee Lauder store in Kuala Lumpur. (Photo by Faris Hadziq/SOPA Images/LightRocket via Getty Images)

The Estée Lauder Companies (EL) announced a strategic partnership with Microsoft (MSFT) on Friday to strengthen its cloud and data infrastructure and support the responsible adoption of AI across its business.

Estee Lauder Cos. Inc

Microsoft Corp

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Hike 25 bps

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? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$109.23
Prev Close	$108.81
Open	$108.93
Dividend Yield	1.77%
50-Day Moving Average	$100.37
Beta	1.32
Avg. Volume	2.99M
PE Ratio	219.51

52-Week High	$121.64
52-Week Low	$66.22
Market Capitalization	$39.58B
EPS (Annual)	$0.4989
Price to Book	10.38
Revenue Per Employee	$274,145.46

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