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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as Warner Bros. Discovery evaluates a revised, higher bid from Paramount Skydance, driving fervent community discussion on whether Netflix should match the offer or walk away, with many believing the latter would lead to a significant stock rally by avoiding the acquisition.

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

PayPal Holdings is trending following reports of potential acquisition interest from Stripe, sparking widespread community discussion about a possible bidding war for the deeply undervalued payments giant. Investors are actively debating various buyout scenarios, recognizing PayPal's extensive user base and robust cash generation capabilities.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending after reporting strong earnings, achieving positive GAAP net income, and raising future guidance, highlighting consistent growth and strategic AI integration. Despite this positive news, the community reflects frustration as the stock's immediate market reaction appears impacted by broader software sector pressures and AI-related concerns, obscuring its fundamental strengths and proprietary data moat.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is a top trending stock as its latest earnings results and outlook have fueled significant investor frustration and concerns over continued share dilution needed to fund upcoming vehicle platforms. The community is actively debating the company's persistent cash burn and leadership uncertainty, leading to a largely pessimistic sentiment for the luxury EV manufacturer amidst a challenging sector.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday Inc is trending as its latest earnings, which beat estimates, were met with a significant sell-off after the company issued a lower-than-anticipated subscription revenue forecast, intensifying community debate over AI's potential disruption to the software sector and future growth.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending following its recent financial results that surpassed revenue expectations and offered optimistic guidance, fueling discussions around its advanced GaN and SiC power platforms crucial for next-gen AI data centers. The community is actively weighing the immense potential of its technology and perceived positioning within the NVIDIA ecosystem against persistent concerns regarding a lack of definitive, revenue-generating contracts.

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

Tempus AI is trending following robust preliminary Q4 and full-year 2025 results showcasing substantial revenue growth and record total contract value, which is fueling bullish analyst upgrades and reported institutional buying. Despite mixed market reactions and discussions around profitability, many in the community are actively buying dips amidst high short interest in the AI-driven healthcare platform.

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

Axon Enterprise is generating significant conversation following a strong Q4 earnings report and ambitious long-term revenue targets, with the community enthusiastically discussing its growth and potential impact from increasing body camera mandates, even as some debate its high valuation and recent market performance.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending following its Q4 earnings report, which highlighted robust revenue and expansion plans, sparking community debate over profitability challenges and whether its high valuation is justified amidst mixed performance metrics.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery is trending as its board evaluates a revised offer from Paramount Skydance, which could be deemed a superior proposal, intensifying the bidding war and prompting community debate on whether Netflix will match or if regulatory hurdles will impact the high-stakes media acquisition.

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British drugmaker GSK Plc (GSK) on Wednesday announced that it now expects full-year earnings and turnover to be toward the top end of its guidance after its second-quarter earnings surpassed Wall Street expectations on strong sales of its specialty medicines.The company now <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.gsk.com/media/zhfdbsly/q2-2025-results-announcement.pdf">expects</a> turnover growth to be toward the top end of 3% to 5% and for core earnings per share growth to be closer to 8% at constant exchange rate.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/GSK">GSK</a> trended in the ‘bearish’ territory over the past 24 hours, while message volume dropped from ‘high’ to ‘normal’ levels.<figure class="image"><img style="aspect-ratio:626/62;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_30_at_8_18_14_AM_png_6f597ae2a0.webp" alt="GSK's Sentiment Meter and Message Volume as of 8:20 a.m. ET on July 30, 2025 | Source: Stocktwits" width="626" height="62"><figcaption>GSK's Sentiment Meter and Message Volume as of 8:20 a.m. ET on July 30, 2025 | Source: Stocktwits</figcaption></figure>CEO Emma Walmsley pegged the increase in guidance to another quarter of excellent performance, driven by the company’s specialty medicines segment.“We also continue to make very good progress in research and development, with 3 major FDA approvals achieved so far this year, 16 assets now in late-stage development, and 4 more promising medicines to treat cancer, liver disease and HIV expected to enter Phase III and pivotal development by the end of the year. With all this, we now expect to be towards the top end of our financial guidance for 2025 and remain confident in our long-term outlooks," the CEO said.GSK is eyeing annual sales of over £40 billion ($53.28 billion) by 2031. &nbsp;The company on Wednesday noted that its guidance is inclusive of tariffs enacted by the U.S. thus far and European tariffs indicated this week.“We are positioned to respond to the potential financial impact of tariffs, with mitigation options identified. Given the uncertain external environment, we will continue to monitor developments,” the firm said.For the second quarter, the company reported sales of about £8.00 billion, marking a growth of 6% at constant exchange rate and above an analyst estimate of £7.81 billion, according to data from Fiscal AI.Specialty medicines sales rose 15% to £3.3 billion, thanks to double-digit sales growth in Respiratory, Immunology &amp; Inflammation, Oncology, and HIV drugs at constant exchange rate.Vaccine sales, meanwhile, rose 9% to £2.1 billion while general medicines sales fell 6%.Core earnings per share came in at 46.5 pence in the three months through the end of June, up from an analyst estimate of 42 pence.NYSE-listed shares of GSK are up by over 11% this year but down by over 5% over the past 12 months.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/humana-announces-upbeat-earnings-raised-guidance/choXGmPR5zr">Humana Stock Gains On Upbeat Earnings And Raised Guidance, Draws Retail Praise</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.(Exchange Rate: £1= $1.33)

In this photo illustration, the logo of GSK plc is displayed on a smartphone screen, on April 26, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

GSK Expects Full-Year Earnings At Top End Of Guidance: CEO Says ‘Confident In Our Long-Term Outlooks’

GSK now expects turnover growth to be toward the top end of 3% to 5% and core earnings per share growth to be closer to 8% at constant exchange rate.

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U.S. Food and Drug Administration reviewers on Tuesday flagged certain concerns about GSK Plc’s (GSK) investigational cancer drug called Blenrep, including a high rate of ocular toxicities.Ocular toxicity refers to the harmful effects a substance or drug has on the eye, potentially causing damage to its structure or impairing its function.<a href="https://stocktwits.com/symbol/GSK">GSK</a> is seeking approval for the drug, also known as Belantamab Mafodotin, in the treatment of adults with multiple myeloma in combination with Bortezomib or Pomalidomide and Dexamethasone in patients who have received at least one prior line of therapy. The application is based on data from two late-stage trials.FDA reviewers <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.fda.gov/media/187578/download">stated</a> in briefing documents on the regulator’s website that the benefit-risk profile of the drug for treating multiple myeloma “remains unclear,” considering efficacy results, safety and tolerability concerns, and uncertainties regarding the appropriateness of the proposed dosages.The documents were released ahead of an advisory committee meeting scheduled for Thursday. The FDA is expected to decide on approving or disapproving the drug by next week.The reviewers noted a high incidence of ocular toxicity with the treatment, including keratopathy (changes in the corneal epithelium), changes in clarity of vision, as well as other ocular symptoms, such as blurred vision and dry eyes.“The ocular toxicity, including corneal toxicity, observed with Belantamab Mafodotin is a unique toxicity that is not seen with any currently available treatments for multiple myeloma,” they said.While ocular toxicity may be asymptomatic in its early stages, it can result in severe consequences, such as loss of vision, the reviewers noted.The agency also expressed concern that the dosages of Belantamab Mafodotin have not been adequately optimized, as evidenced by the high rates of dose modifications in both trials referred to in the application.A majority of patients were not receiving the intended dosage and required frequent dose modifications, including interruptions, throughout the duration of treatment, the agency said.Blenrep was previously granted accelerated approval as monotherapy on Aug. 5, 2020, for the treatment of patients with relapsed or refractory multiple myeloma who have received at least four prior therapies. It was subsequently withdrawn on Feb. 6, 2023, due to failure of the confirmatory trial to meet its progression-free survival endpoint.On Stocktwits, retail sentiment about GSK fell from ‘bullish’ to ‘neutral’ territory over the past 24 hours while message volume remained at ‘high’ levels.<figure class="image"><img style="aspect-ratio:626/62;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_15_at_1_26_26_PM_png_1594f6ef5c.webp" alt="GSK's Sentiment Meter and Message Volume as of 1:25 p.m. ET on July 15, 2025 | Source: Stocktwits" width="626" height="62"><figcaption>GSK's Sentiment Meter and Message Volume as of 1:25 p.m. ET on July 15, 2025 | Source: Stocktwits</figcaption></figure>GSK stock is up 6% this year but down by 4% in the past 12 months.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/joby-aviation-stock-flies-on-expansion-of-marina-site/ch8Q95jR5Fw">Joby Aviation Stock Flies High On Expansion Of Marina Site, Retail Boards The Flight</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

US FDA Reviewers Highlight Safety Concerns With GSK’s Investigational Cancer Drug: Retail’s On The Fence

FDA reviewers said in briefing documents that the benefit-risk profile of the drug for the treatment of multiple myeloma “remains unclear.”

GSK plc (GSK) said on Monday that its application for extending the use of its respiratory syncytial virus (RSV) vaccine Arexvy to adults aged 18-49 who are at increased risk of contracting the disease has been accepted by the U.S. Food and Drug Administration (FDA).The vaccine is currently approved in the U.S. for the prevention of lower respiratory tract disease (LRTD) caused by RSV in adults aged 60 and older, and for those aged 50-59 years who are at increased risk. Adults can be at increased risk for RSV disease due to certain comorbidities, immune-compromised status, or advanced age.A regulatory decision by the FDA on this submission is <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.gsk.com/en-gb/media/press-releases/us-fda-accepts-application-to-review-expanded-use-of-gsk-s-rsv-vaccine/">expected</a> in the first half of 2026.<a href="https://stocktwits.com/symbol/GSK">GSK</a> is continuing to seek expanded indications for its RSV vaccine in other geographies, including in the European Economic Area and Japan, the company said.RSV is a common contagious virus affecting the lungs and breathing passages and impacts an estimated 64 million people of all ages globally every year, as per GSK. RSV can exacerbate conditions, including Chronic Obstructive Pulmonary Disease (COPD), asthma, and chronic heart failure, and can lead to severe outcomes, such as pneumonia, hospitalization, and death.Arexy’s turnover fell 57% in the first quarter (Q1) of 2025 to £78 million ($105 million) due to lower demand. The company pegged the decline in sales within the U.S. partly to a more limited recommendation from the Advisory Committee on Immunization Practices for individuals aged 60 to 74.On Stocktwits, retail sentiment around GSK stayed unmoved within ‘bullish’ territory over the past 24 hours while message volume remained at ‘high’ levels.<figure class="image"><img style="aspect-ratio:1366/130;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_14_at_8_31_53_AM_png_fd0d117e35.webp" alt="GSK's Sentiment Meter and Message Volume as of 8:30 a.m. ET on July 14, 2025 | Source: Stocktwits" width="1366" height="130"><figcaption>GSK's Sentiment Meter and Message Volume as of 8:30 a.m. ET on July 14, 2025 | Source: Stocktwits</figcaption></figure>NYSE-listed shares of GSK are up by 13% this year but down by about 1% over the past 12 months.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/synopsys-ansys-35-billion-deal-reportedly-gets-china-conditional-approval/ch8Bx5yR5V8">Synopsys-Ansys’ $35B Deal Reportedly Gets China’s Conditional Approval Days Before Closure Deadline</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.(Exchange Rate: £1= $1.35)

GSK Seeks FDA Approval For RSV Vaccine In More Adults: Retail Sees No Reason To Shift Their Bullish Stance

A decision by the FDA on the new submission is expected in the first half of 2026.

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