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Invesco QQQ Trust Series 1

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Democratic gains in the midterms are driving intense debate over the market outlook, with traders concerned about possible data-center and AI regulation, tax changes, and political uncertainty. Others argue the result is already priced in and that divided government could limit policy changes, pointing to a sharp rebound in futures after the initial selloff.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Projected Democratic control of Congress is the dominant catalyst, with traders viewing the midterm losses as a major political setback for Trump and many expressing bearish sentiment on DJT amid speculation about investigations and a weakened agenda. Some argue congressional gridlock could limit policy changes, but the conversation is largely focused on the elections implications for Trump and the company.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Democratic gains in Congress are driving debate over QQQ: some traders fear tighter AI and data-center rules could weigh on the tech-heavy Nasdaq, while others see gridlock and reduced uncertainty as supportive. The community is split after a sharp selloff and rebound, with dip-buyers calling it a relief move and bears warning of further tech weakness.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Democratic election gains, including in Texas, are driving concern that SpaceX could face greater scrutiny of Musks government ties, contracts, data-center plans, and a possible Tesla merger. Traders disagree on the impact: some expect political headwinds, while others argue the projects can proceed and view the weakness as a buying opportunity.

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

Apples warning that memory prices are rising and expected to keep climbing has renewed bullish interest in SanDisk and other memory stocks, with traders viewing it as evidence of tight supply and pricing strength. The rebound is contested, as many remain wary of the sectors sharp recent swings and question whether AI-related demand can offset memorys cyclical risks.

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

Super Micros blowout quarterly results and higher full-year outlook, driven by strong AI-server demand, are the main focus. Traders are upbeat about growth and the new guidance but debate whether thin margins and lingering confidence concerns justify the muted, volatile share reaction.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is drawing attention over traders reaction to perceived Democratic gains in the elections and Elon Musks political involvement. Many fear added scrutiny of Musks companies, reduced government support, and complications for a possible SpaceX merger, while some argue EV policies could benefit Tesla or view the selloff as a buying opportunity.

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

A letter from 28 HOPE-3 investigators urging FDA approval of Capricors deramiocel and challenging the agencys interpretation of the trial data has renewed attention ahead of the FDA decision on the Duchenne muscular dystrophy therapy. Traders are largely optimistic that the letter strengthens the approval case, while some remain cautious about the FDAs concerns; speculation about short covering is also fueling the rally, but approval is uncertain.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL swung sharply as Democratic election gains sparked fears of tighter data-center rules and slower AI infrastructure spending, weighing on semiconductor stocks. Traders debated whether the selloff was an overreaction, while chip shares rebounded with election uncertainty easing and AMD and SMCI results supporting sentiment.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles stock-and-bond financing for its AI data-center expansion is driving debate over dilution, borrowing costs and whether future cloud revenue will generate enough cash to justify the spending. Some traders view the completed fundraising and share-price rebound as easing the overhang, while others remain concerned about debt and further downside.

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EVAX Stock Heads For Best Week Since January 2025 As Cancer Vaccine Shows 89% Target Precision

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The company’s experimental EVX-01 drug triggered an immune response in every patient in a Phase 2 trial.


INTC, EVAX, RCAT Stocks Move Higher Premarket — What’s Driving The Rally?

Intel got a JPMorgan upgrade, Evaxion reported sustained cancer treatment responses, and Red Cat offered to buy Steyr Motors in an all-cash deal.

Evaxion Biotech Q2 2026 Earnings Call: Complete Transcript

On Thursday, Evaxion Biotech (NASDAQ:EVAX) discussed second-quarter financial results during its earnings call. The full transcript is provided below.
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Evaxion Appoints Helen Tayton-Martin As Chief Executive

Natural Killer Cell Therapies Lead $254B Immunotherapy Market Transformation

Natural Killer Cell Therapies Lead $254B Immunotherapy Market Transformation Natural Killer Cell Therapies Lead $254B Immunotherapy Market Transformation PR Newswire VANCOUVER, BC, Oct. 17, 2025...

Evaxion Stock Jumps A Whopping 43% Pre-Market – Here’s What Happened

The company said it will receive a cash payment of $7.5 million, in addition to future milestone payments of up to $592 million.


Evaxion AS engages in the discovery and development of immunotherapies for cancer and infectious diseases. Its technologies include the immuno-oncology platform PIONEER, the bacterial disease platform EDEN, the viral disease platform RAVEN, and the proprietary AI platform technology ObsERV. The company was founded by Niels Iversen Møller and Andreas Holm Mattsson on August 11, 2008 and is headquartered in Hoersholm, Denmark.

Evaxion A/S - ADR

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<ul class="summary-bullets"><li>89% of the vaccine’s targets activated specific T-cell responses, which typically help the body attack cancer cells</li><li>All six patients in the one-year extension study showed no signs of cancer progression.</li><li>The data will be presented in a poster presentation at ESMO Congress on October 24.</li></ul>Shares of Evaxion (EVAX) jumped more than 8% in pre-market trading on Friday, after the biotech firm reported promising three-year results from a Phase 2 trial of its experimental personalized vaccine to treat advanced melanoma.EVX-01 triggered an immune response in every patient in the trial, with 89% of the vaccine’s targets activating specific T-cell responses. T-cells help the body attack cancer cells.At current levels, <a class="mention" data-mention="$EVAX" data-symbol-id="EVAX" href="https://stocktwits.com/symbol/EVAX" target="_blank">EVAX stock</a> is up more than 41% this week, putting it on track for its biggest weekly gain in more than&nbsp;21 months.<h2 class="st-heading-2">What The Phase 2 Trial Showed</h2>The company said its&nbsp;Phase 2 trial for the drug&nbsp;enrolled 16 patients with advanced melanoma. During the first two years, patients received EVX-01 along with Merck’s (MRK) blockbuster cancer drug Keytruda. Initial results showed that 75% of patients saw their tumors shrink or disappear.Six patients continued into a one-year extension of the trial, receiving EVX-01 alone. All six maintained their earlier responses to treatment, with no signs of cancer progression during the third year.“What makes these three-year findings particularly compelling is not only the durability of clinical responses, but also the sustained strength and breadth of vaccine-induced T-cell immunity,” said trial investigator Muhammad Adnan Khattak.The data will be presented in a poster presentation at the European Society for Medical Oncology (ESMO) Congress on October 24.<h2 class="st-heading-2">Evaxion’s Pipeline In Focus</h2>Evaxion is also developing EVX-04, an experimental vaccine for acute myeloid leukemia, a type of blood cancer, and EVX-05, a vaccine candidate targeting glioblastoma, an aggressive form of brain cancer. Beyond cancer, Evaxion’s pipeline includes vaccines targeting gonorrhea and cytomegalovirus.Evaxion had $14 million in cash as of June 30, down from $18.4 million at the end of March. The company expects its cash reserves to fund operations well into the second half of 2027.<h2 class="st-heading-2">Retail Says EVAX Will Disrupt The Oncology Space</h2>Retail sentiment surrounding EVAX on Stocktwits remained ‘extremely bullish’ over the past 24 hours, amid ‘extremely high’ message volumes.<img src="https://news.stocktwits-cdn.com/EVAX_ceac137a8f.png" alt="EVAX.png">One user said Evaxion needs a partnership to take the drug into phase 3 trials.<stembedurl>https://stocktwits.com/NoNoNoNoNoNoYesNo/message/667203333</stembedurl>Another user said the company “is about to disrupt the entire oncology space.”<stembedurl>https://stocktwits.com/Akwaba/message/667178513</stembedurl>The stock is down more than 21% so far in 2026.Also read:&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-dow-s-and-p-500-futures-drop-premarket-nvda-amd-meta-crwv-mrna-wdc-be-in-focus/cZxyfNARBxI">Nasdaq, Dow, S&amp;P 500 Futures Drop Premarket: NVDA, AMD, META, CRWV, MRNA, WDC, BE In Focus</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A researcher works in the clinical-stage biopharmaceutical company Xencors new laboratory in Pasadena.

The company’s experimental EVX-01 drug triggered an immune response in every patient in a Phase 2 trial.

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