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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 upcoming FDA decision on deramiocel for Duchenne muscular dystrophy is the dominant focus, with traders weighing the amended upper-limb data, recent rare-disease discussions and new commercial-launch job postings as possible signs of approval. Optimism and short-squeeze speculation are countered by warnings that hiring is not proof of an FDA outcome and that a CRL remains possible; INOs approval is also cited as a positive read-through, not confirmation for CAPR.

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

A steep selloff and fresh lows have put AppLovin under pressure ahead of its earnings report, with traders worried about ad-market weakness, peer results, and a possible further drop if guidance disappoints. Bulls argue the decline has outpaced the companys growth and cash generation, while bears see continued downside and are wary of holding through earnings.

OFFICIAL TRUMP (TRUMP) is a cryptocurrency and operates on the Solana platform. OFFICIAL TRUMP has a current supply of 999,998,809.831273 with 281,866,746.118905 in circulation. The last known price of OFFICIAL TRUMP is 1.73532194 USD and is up 9.97 over the last 24 hours. It is currently trading on 744 active market(s) with $259,407,006.57 traded over the last 24 hours. More information can be found at https://gettrumpmemes.com/.

Trump For President

A rebound in the Trump-themed meme coin is prompting short-term pump and short-squeeze speculation, but discussion is dominated by its steep losses and accusations that it is a low-utility pump-and-dump; some traders are buying the dip while others expect further declines.

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 observers claim that POET was featured in Foxconns photonics ecosystem has fueled speculation about the companies collaboration and POETs optical-engine prospects. Traders disagree on how meaningful the display is without company confirmation or commercial orders, and many are looking to upcoming results for evidence of production progress and customer demand.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

TEMs volatility is being debated around Q3 earnings and its AI-enabled oncology and data business, with traders citing expanded pharmaceutical partnerships and reimbursement opportunities as bullish context. Optimists point to elevated short interest and squeeze potential, while skeptics focus on profit-taking, insider sales, valuation, and sharp pullbacks.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs steep selloff and trading near recent lows have focused discussion on the upcoming earnings report and whether the company can announce AI/data-center tenant leases; traders are skeptical about the lack of signed deals, while some expect a rebound if leases materialize. Bitcoins moves also shape sentiment toward the miner, with traders debating whether oversold conditions and heavy short interest could support a bounce.

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

SanDisks sharp post-earnings selloff despite a strong report and raised outlook is being tied to fears that NAND pricing growth is cooling after Kioxias cautious outlook, alongside broader weakness in chip and AI stocks. Bulls call the drop an overreaction given SanDisks results and demand, while bears argue that fading pricing momentum could signal a peak in the memory cycle.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is drawing attention after a sharp selloff alongside AI and optical stocks, which traders largely view as sector-wide pressure rather than a confirmed company-specific setback. The debate is whether the decline creates a buying opportunity ahead of earnings or reflects concerns about dilution, customer concentration, and the profitability of AI infrastructure spending.

Jumia Technologies AG engages in the provision of logistic services. It operates a pan-African e-commerce platform. It operates through the following geographical segments: West Africa, North Africa, East and South Africa, Europe, United Arab Emirates, and Others. The company was founded by Jeremy Hodara, Sacha Poignonnec, Peter Allerstorfer, Manuel Koser, Tunde Kehinde, and Raphael Afaedor in 2012 and is headquartered in Berlin, Germany.

Jumia Technologies Ag - ADR

JMIAs steep selloff and slide toward 52-week lows have traders debating whether higher fuel and shipping costs, broader risk-off sentiment, or worries about delayed profitability and possible dilution are weighing on the shares; no single new negative operational catalyst is widely identified. Bulls are buying the dip and pointing to improving business metrics and the companys profitability targets, while skeptics want confirmation those targets remain achievable.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

A sharp gold selloff and break of key support have put GLD in focus, with traders pointing to repricing toward higher interest rates and possible liquidation pressure as headwinds. The community is split between expecting further declines and treating the drop as a buying opportunity, while many question golds safe-haven behavior as it falls alongside risk assets.

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Wall Street's Insights Into Key Metrics Ahead of Expedia (EXPE) Q3 Earnings

Get a deeper insight into the potential performance of Expedia (EXPE) for the quarter ended September 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Airbnb, Inc. (ABNB) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Airbnb (ABNB) 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.

Expedia (EXPE) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Expedia (EXPE) 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.

Here's Why Expedia (EXPE) is a Strong Momentum Stock

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

Expedia (EXPE) is a Top-Ranked Growth Stock: Should You Buy?

$100 Invested In Expedia Group 20 Years Ago Would Be Worth This Much Today

Expedia Group (NASDAQ:EXPE) has outperformed the market over the past 20 years by 6.34% on an annualized basis producing an average annual return of 15.34%. Currently, Expedia Group has a market capitalization of $38.08read more...

Here's Why Expedia (EXPE) is a Strong Value Stock

Expedia Group Launches AUTONOMOUS ONBOARDING, Helping Properties Access Global Travel Demand Faster

Expedia Group today announced AUTONOMOUS ONBOARDING, a faster, simpler way for properties to join its global travel marketplace without leaving the connectivity software they already use. With just a few clicks, properties can select Expedia Group as a distribution channel, accept their agreement...

UNPACK 27: EXPEDIA AND STAYZ REVEAL THE TRAVEL TRENDS INSPIRING THE WORLD IN 2027

Expedia Group today unveiled Unpack 27: The Trends in Travel, the annual report exploring the destinations, experiences, and behaviours expected to shape travel in 2027. Drawing on first-party insight from Expedia, and Stayz, as well as global traveller research and social listening, Unpack 27...

Here's Why Expedia (EXPE) is a Strong Growth Stock

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.

Expedia Group, Inc. is an online travel company, which engages in the provision of travel products and services to leisure and corporate travelers. It operates through the following segments: B2C, B2B, and Trivago. The B2C segment offers a full range of travel and advertising services to worldwide customers through a variety of consumer brands. The B2B segment refers to a wide range of travel and non-travel companies including airlines, offline travel agents, online retailers, corporate travel management, and financial institutions. The Trivago segment generates advertising revenue primarily from sending referrals to online travel companies and travel service providers from hotel metasearch websites. The company was founded in 1994 and is headquartered in Seattle, WA.

Expedia Group Inc

Uber’s M&A Playbook Faces Scrutiny: CFO Says Acquisitions Can Beat Building From Scratch 

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>An analyst raised concerns about Uber’s $18 billion in acquisitions, saying the returns from these deals remain uncertain.&nbsp;</li><li>Uber CFO Balaji Krishnamurthy defended its M&amp;A strategy, saying Uber also grew organically and that ezCater’s larger orders could improve Delivery&nbsp;Hero profits.&nbsp;</li><li>Krishnamurthy&nbsp;acknowledged past acquisition mistakes but said newer deals are performing ahead of expectations.</li></ul><p>Uber Technologies’ (UBER) acquisition strategy is drawing investor scrutiny as CFO Balaji Krishnamurthy defends the company’s decision to buy established businesses rather than build every capability internally. Krishnamurthy said acquisitions can boost expansion, improve returns and leverage Uber’s global platform, while newer deals show early signs of strong execution.&nbsp;</p><p><a href="https://stocktwits.com/symbol/UBER">Uber Technologies stock</a> edged 0.2% lower in Thursday’s premarket. However, the stock is on track to reverse five weeks of losses.&nbsp;</p><h2 class="st-heading-2">Uber’s $2.3B Bet On ezCater Raises Question About M&amp;A Strategy&nbsp;</h2><p>Uber said&nbsp;on Wednesday that it will&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uber-stock-in-focus-uber-bet-on-ez-cater-fails-to-lift-retail-mood/cZDvbzMRBlz">buy</a> ezCater, the largest online catering marketplace in the U.S., for $2.3 billion in cash. The deal gives Uber access to workplace meals, events, and large group orders. ezCater works with more than 140,000 U.S. restaurants and has generated over $2.5 billion in bookings in the past year. Its average order is above $400, making catering more valuable than typical individual food orders.</p><p>Writing on the subject, Abdullah Al Rezwan, an equity analyst who goes by the name Mostly Borrowed Ideas on X,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/borrowed_ideas/status/2107863637516071192">said&nbsp;</a>that though the deal is relatively small compared with Uber’s roughly $145 billion market value, it highlighted a trend: DoorDash (DASH) often builds new businesses, while Uber tends to buy them. In his newsletter, Rezwan also analyzed whether Uber is paying too much and how it is using its capital.</p><p>The analyst sounded doubtful about Uber’s aggressive acquisition spending. He stated that buying outside businesses is much harder to evaluate than investing in Uber’s own operations. Uber has committed about $18 billion to deals, including SpotHero, Getir, Delivery Hero and ezCater, versus about $10 billion in recent free cash flow. It has also pledged more than $10 billion to outside autonomous-vehicle partners, making the returns harder to predict.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261008_042721698_19ab05ded9.png" alt="koyfin_20261008_042721698.png" width="2400" height="1240"></figure><p>The analyst compared this with CEO Dara Khosrowshahi’s time at Expedia. He said Expedia spent about $6 billion on acquisitions that increased bookings, but adjusted earnings per share grew only about 7% a year. Citing Warren Buffett’s 1987 letter, the analyst added that some CEOs struggle to use company cash effectively and may depend too much on bankers and consultants to support deals that can hurt long-term shareholder value.&nbsp;</p><h2 class="st-heading-2">UBER CFO Defends Acquisition Strategy&nbsp;</h2><p>Responding to the analysis, Uber CFO Balaji Krishnamurthy pushed back in an X post on the idea that DoorDash has grown primarily through internal development while Uber has relied heavily on acquisitions.&nbsp;</p><p>Krishnamurthy said, “Uber didn't deploy any capital on M&amp;A between 2022 to 2024, while organically establishing category leading positions across Mobility and Delivery globally. Meanwhile, nearly the entirety of Doordash's international business is built on fairly expensive acquisitions (Wolt, Deliveroo), and it has acquired substantials assets to expand into new verticals as well (Sevenrooms, Grub Campus etc).”</p><figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_13_5fa8ad0229.png" alt="fiscal-ai-chart-export (13).png" width="1400" height="1000"></figure><p>“If you add up the deployments, you'll find that Uber has deployed a significantly smaller portion of its FCF on acquisitions than DD has, while delivering steady ~20% growth off a much larger base.”</p><figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_14_d3985c7eed.png" alt="fiscal-ai-chart-export (14).png" width="1400" height="1000"></figure><p>The CFO also defended Uber’s purchase of ezCater, saying the economics of different types of bookings should not be judged solely by their overall volume. Uber uses higher-value businesses to support lower-cost offerings that can attract customers and increase usage across its platform.</p><p>According to Krishnamurthy, ezCater generates orders that are nearly 10 times larger than a typical U.S. delivery transaction. He said the business should immediately benefit Uber’s Delivery profit and could provide additional growth as the company integrates it with Uber for Business and expands internationally.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_15_ef7000976f.png" alt="fiscal-ai-chart-export (15).png" width="1400" height="1000"></figure><h2 class="st-heading-2">Uber CFO Gets Into Build Versus Buy Debate</h2><p>Krishnamurthy said corporate catering requires specialized technology, merchant support and logistics capabilities. Rather than spending years developing those capabilities internally, Uber can boost its entry into the category by acquiring an established operation and combining it with its existing global distribution network.</p><p>“That doesn't mean it can't be built, but this acquisition leapfrogs Uber well ahead. Combined with our distribution and global footprint, an acquisition allows us to scale this category much faster.”</p><h2 class="st-heading-2">Uber’s Lessons From Earlier Deals</h2><p>Krishnamurthy admitted that some of Uber’s 2020 and 2021 acquisitions did not perform as expected. He said poor planning for combining the businesses was a key reason, prompting Uber to pause acquisitions for several years.&nbsp;</p><p>“It's a fair critique that of the M&amp;A we did in 2020-21, not all were successes. It's a big reason why we paused any further acquisitions in 2022-24. As we look back at our deals from that era, the key reason we did not execute well on all our deals was that we did not have a well formed integration plan ahead of the acquisitions.”</p><p>The CFO said newer transactions, including Trendyol Go, SpotHero and Getir, are performing ahead of their initial plans. He added that periods of market disruption can create attractive opportunities for selective M&amp;A, although Uber evaluates each potential transaction independently.</p><h2 class="st-heading-2">UBER Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory.&nbsp;</p><p>UBER stock has declined 16% year-to-date.&nbsp;</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/skyd-stock-in-focus-ellison-family-bets-17-b-on-skydance-what-s-next-for-the-new-media-giant/cZDU9SRRBNG">SKYD Stock In Focus: Ellison Family Bets $17B On Skydance — What’s Next For The New Media Giant</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

 In this photo illustration, the logo of Uber is displayed on the screen of a smart tablet. 

Uber Technologies’ (UBER) acquisition strategy is drawing investor scrutiny as CFO Balaji Krishnamurthy defends the company’s decision to buy established businesses rather than build every capability internally. Krishnamurthy said acquisitions can boost e

Uber’s M&A Playbook Faces Scrutiny: CFO Says Acquisitions Can Beat Building From Scratch

Uber’s $2.3 billion ezCater deal has raised questions about its acquisition strategy, while CFO Balaji Krishnamurthy says buying businesses can help Uber grow faster. 


DoorDash Inc - Ordinary Shares - Class A

Uber Technologies Inc

Hold rates steady

Cut 25 bps

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.

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$EXPE Stock futures tick higher ahead of busy week of earnings, jobs data and the midterm elections $AAPL $AMD $ES_F

Inspector Gadget

$EXPE 154% already; congrats 🌟🌿🌷

Checkout $IBKR  and $NVO; both have similar potential for longs; do your DD and get in.

David Kind

$EXPE: the VIP Access detail matters in Andrews. Plaintiffs allege hotels tied visibility perks to rate parity, plus an automatic rate-match tool, so discounting elsewhere risked being buried. Nothing to claim. Open Class Actions.

Clam Clamwell

Buying more $EXPE before earnings I predict slight beat of expectations. Anyone wanna talk ? 🤣⭐️⭐️

‼️

Victor Perez

$EXPE Gosh, Fed raising rates and the CNBC pros never say sell. Always say buy but never sell. Fed raises rates stocks go down. It is that simple. Buy nothing now and wait!

evel2022

$EXPE: why are hotel prices the same everywhere? Andrews alleges Expedia takes about 15% commission, up to 30% for visibility, yet bars hotels from charging less direct. Filed Oct 2 in Seattle, nothing to claim. Open Class Actions.

$EXPE: Andrews seeks triple damages under the Sherman Act. The 53-page suit alleges Expedia used ranking penalties, not just contract terms, to punish hotels cheaper elsewhere. Nothing to claim. Open Class Actions.

$EXPE rejection at 50d. end of correction wave b.  
wave c should lead below a.  
maybe before ER

Inno-Cents X

$EXPE is down 24% since August on AI fears. 
 
Last quarter: bookings +12%, EPS +36%, guidance raised. 
 
Wall Street is pricing in a disruption that hasn't shown up in the numbers yet.

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EXPE Expedia Group Inc

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