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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 shares are under pressure as traders react to the boards investigation into Jensen Huangs admitted affair with a businesswoman reported to have suspected ties to Chinese intelligence, raising concerns about governance, possible information leaks, and Huangs future as CEO. The community is divided between seeing the probe and leadership uncertainty as a serious overhang and treating the controversy as unrelated to Nvidias AI-chip business and a buying opportunity.

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 & Hers is under heavy selling pressure ahead of its Q3 earnings report, with traders speculating about a possible leak while others see the decline as pre-report positioning; a leak is unconfirmed. Bulls point to growth and potential upbeat guidance, while bears worry that the Eli Lilly obesity-drug deal could pressure margins and profitability.

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

TG Therapeutics quarterly revenue beat and higher full-year outlook, driven by BRIUMVI growth, are the main focus; shares saw a sharp post-results dip and recovery, prompting debate over a sell the news reaction versus short-driven volatility. Traders are also watching for Phase 3 results on subcutaneous BRIUMVI as a next potential catalyst.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors pending FDA decision on deramiocel for Duchenne muscular dystrophy, focused on the amended upper-limb-function evidence from HOPE-3, is driving attention ahead of the Nov. 22 PDUFA date. Bulls cite the trial data and a letter urging approval from 28 investigators, while skeptics point to FDA scrutiny and the earlier negative advisory-panel vote on the cardiac indication; short-squeeze speculation adds to the debate.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWMs sharp rally is drawing attention as small caps outperform, with traders describing a possible low-volume short squeeze and rotation into the Russell 2000. Bulls are chasing calls and citing hopes for easing inflation, while skeptics question the moves strength given reported weak flows and limited volume.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candels SITC findings on immune activation and viral clearance, alongside its positive Phase 3 prostate-cancer results, are drawing attention as the company prepares a BLA for CAN-2409. Bulls see the data as supportive of the regulatory package, while skeptics question filing and manufacturing execution and warn of a possible sell-the-news reaction.

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 rally is drawing attention after Oppenheimer upgraded the stock, while Google Clouds use of EPYC processors in its AI infrastructure added a company-specific catalyst. Traders also point to money rotating from Nvidia amid a CEO-related investigation, though some see the move as sentiment-driven and question AMDs valuation.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

A quarterly earnings shortfall and reduced full-year revenue guidance, tied largely to federal Dedrone drone deployments being delayed, have driven a sharp selloff. Traders debate whether the decline overreacts to a timing issue or reflects high valuation and weaker near-term growth, with some buying the dip and others expecting further downside.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk shares are rallying sharply ahead of its Q3 earnings report, with traders speculating about short covering and an earnings leak, though neither explanation is confirmed. The move has fueled hopes for a turnaround, while many investors worry that weak results or guidance could erase the gains.

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 drawing attention as traders debate whether renewed scrutiny around Nvidia CEO Jensen Huang and alleged China-related chip diversions is weighing on the stock by association; some argue the concerns are speculative or unrelated to SMCI. The debate is sharpened by the stocks weak performance despite recent strong results and raised guidance, with bulls pointing to its valuation and bears citing governance, cash flow, and margin risks.

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Six Holes, 3,050 Feet and a Federal Deadline: Nevada Tungsten Moves Toward the Drill

Six Holes, 3,050 Feet and a Federal Deadline: Nevada Tungsten Moves Toward the Drill Six Holes, 3,050 Feet and a Federal Deadline: Nevada Tungsten Moves Toward the DrillPR NewswireVANCOUVER, BC, Oct. 13, 2026VANCOUVER, BC, Oct. 13, 2026 /PRNewswire/ -- Market Updates News Commentary- The global...

Defense Stockpile Orders Send Explorers Back to Old Tungsten Camps

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ELMT Stock Surges Over 11% – Elmet Technologies Lands $36M DLA Contract For Tungsten, Molybdenum Aerospace Materials

Equity

Elmet Technologies won a new DLA award for refractory-metal products as it expands its tungsten and molybdenum operations.


Tungsten Concentrate Prices Have Roughly Tripled Since January

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The Elmet Group to Acquire 4.99% Stake in Masan High-Tech Materials and Enter Multi-Year Tungsten Supply Partnership for the U.S. Market

Masan High-Tech Materials Corporation (UPCoM: MSR, MSR or the Company), one of the very few fully integrated tungsten mining and refining platforms in the world, today announced a strategic partnership with The Elmet Group Co. (Elmet, NASDAQ: ELMT), a U.S.-based supplier of tungsten alloys and...

Elmet Group To Acquire 4.99% Stake In Masan High-Tech Materials For $124.75 Mln

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Critical Minerals Wrap: ELMT Lands $450M Govt Investment; CRML, USAR, TMQ Stocks In Focus Ahead Of Trump-Xi Meet

Washington sought to secure the rare earth supply chain this week with a $450 million investment, as all eyes turned to the U.S.-China meeting on September 24.

Why Did CRWD, ELMT, OKTA Stocks Surge To 52-Week Highs Today? 

Investors reassessed opportunities across cybersecurity, defense materials, and identity protection.


Dow, S&P 500, Nasdaq Futures Mixed Ahead Of Fed Rate Decision As AI Uncertainty Mounts: IOVA, PLAY, ELMT, RBLX Stocks In Focus

The Federal Open Market Committee (FOMC) meeting is scheduled for Sept. 15–16. 

Five Stories Putting Traders on Notice: Insider Buying, FDA Catalysts, Psychedelic Breakthroughs and a U.S. Tungsten Rush

The market is once again rewarding investors willing to look beyond the headline indexes; NeOnc Technologies Holdings (NASDAQ:NTHI), Armata Pharmaceuticals (NYSEAMERICAN:ARMP), Definium Therapeutics (NASDAQ:DFTX), Basel Medical Group (NASDAQ:BMGL), Blue Moon Metals (NASDAQ:BMM) and The Elmet Group (NASDAQ:ELMT).

The Elmet Group Co. engages in the provision of precision-engineered components. The firm offers its products and solutions to aerospace, defense, industrial, medical, semiconductor, electronics, energy industry and also the government. It operates through the Critical Materials Components and Engineered Microwave Products business divisions. The company was founded on September 13, 2024 and is headquartered in Portland, ME.

Elmet Group Co. (The)

Bearish Sentiment

<ul class="summary-bullets"><li>The contract covers high-performance molybdenum and tungsten alloys and precision wire used in jet engine components and other aerospace applications.</li><li>Elmet will supply DLA Strategic Materials with TZM alloy billets, bar stock, ingots and specialized molybdenum and tungsten wire.</li><li>The award is separate from the DLA's $2 billion tungsten stockpile agreement announced Sept. 14, which includes a $150 million guaranteed funded commitment.</li></ul>Elmet Technologies, a wholly owned subsidiary of The Elmet Group Co. (<a class="mention" data-mention="$ELMT" data-symbol-id="ELMT" href="https://stocktwits.com/symbol/ELMT" target="_blank">ELMT</a>), announced on Wednesday that it was awarded an approximately $36 million contract by the Defense Logistics Agency (DLA) to supply high-performance molybdenum and tungsten alloys and precision wire to the U.S. National Defense Stockpile.<a href="https://stocktwits.com/symbol/ELMT">ELMT</a> shares traded over 11% higher at the time of writing on Wednesday.Under the agreement, Elmet Technologies will supply DLA Strategic Materials with titanium-zirconium-molybdenum (TZM) alloy billets, bar stock and ingots, along with specialized molybdenum and tungsten wire.Molybdenum and tungsten are refractory metals that can withstand extremely high temperatures, making them useful in jet engine components and other demanding aerospace and defense applications.TZM is a molybdenum alloy strengthened with titanium and zirconium. The company highlighted that it retains its strength at higher temperatures than pure molybdenum, making it suitable for applications exposed to extreme heat and stress.<h2 class="st-heading-2">How The New Award Differs From The Sept. 14 Deal</h2>The latest DLA award is separate from the Sept. 14 IDIQ agreement, which has a maximum value of $2 billion and a $150 million guaranteed minimum. The earlier agreement covers tungsten ores and concentrates, as well as sodium tungstate. The $2 billion figure represents the contract's maximum value, while purchases beyond the guaranteed amount are at the DLA's discretion.The Sept. 14 announcement also included a separate $450 million committed investment from the U.S. Department of War. The agreement provides funding to expand and modernize Elmet's tungsten mining, processing and manufacturing capabilities, including the planned upgrade and restart of the Springer ammonium paratungstate plant and associated tungsten mine in Nevada.<h2 class="st-heading-2">CEO Highlights Domestic Manufacturing</h2>Derek Fox, President of the Critical Materials Components Division of The Elmet Group, said the latest award reflects Elmet Technologies' capabilities across molybdenum and tungsten products, from specialty alloy billets and bar to precision ultra-fine wire.Fox said refractory metals are foundational to aerospace manufacturing and jet engine production. He added that, as a vertically integrated U.S. manufacturer, the company views the award as further demonstrating its role as a domestic source of critical materials and precision-engineered components.<h2 class="st-heading-2">Elmet's Position In Critical Materials</h2>Elmet Technologies has capabilities spanning tungsten and molybdenum processing from powder through finished mill products and components. The company says its products serve aerospace, defense and other critical industries.Elmet has operated since 1929 and has nearly 400 employees across facilities in Maine, Ohio and Michigan.Retail sentiment on Stocktwits around the stock remained ‘Bearish’ over the past 24 hours.<a class="mention" data-mention="$ELMT" data-symbol-id="ELMT" href="https://stocktwits.com/symbol/ELMT" target="_blank">ELMT</a> shares have gained more than 51% year-to-date.Also read: <a href="https://stocktwits.com/news-articles/markets/equity/panw-hits-record-high-as-ai-safety-debate-continues-to-boost-cybersecurity-stocks-analysts-see-cyber-spending-upside/cZMFfLbRBLb">PANW Hits Record High As AI Safety Debate Continues To Boost Cybersecurity Stocks — Analysts See Cyber Spending Upside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Apprentice aircraft maintenance engineers work underneath large jet engine. (Image Courtesy: Getty Images)

Elmet Technologies, a wholly owned subsidiary of The Elmet Group Co. (ELMT), announced on Wednesday that it was awarded an approximately $36 million contract by the Defense Logistics Agency (DLA) to supply high-performance molybdenum and tungsten alloys a

The Elmet Group

Buying the dip

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Holding

Waiting for the investigation results to decide

Nvidia ($NVDA) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

Stocktwits

) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.17	--	--	N/A
Q2 '26	$0.06	$0.18	217.65%	BEAT
Q1 '26	-$0.01	$0.23	2400.00%	BEAT

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Upcoming Earnings: Q3 '26

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