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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 strong Q3 results and raised outlook, led by surging U.S. commercial AI sales overtaking government revenue, are driving discussion. Despite the upbeat report, shares fell as traders debated whether growth was already priced in given the stocks high valuation, amid weakness in tech stocks.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples earnings beat estimates, but traders focused on a weaker margin outlook amid rising memory costs, along with soft results in China, iPad and wearables and slower Services growth. Some see the selloff as an overreaction to strong iPhone demand, while others cite margin pressure, slower growth and a high valuation as reasons for concern.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavaxs Sanofi partnership is the main focus after a milestone was triggered by the start of a Phase 3 COVID-flu combination trial. Bulls view it as validation of the licensing model and a source of future royalties, while skeptics point to modest vaccine sales and question whether the Q3 results will show meaningful recurring revenue.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Semiconductor shares are under pressure as investors question whether heavy AI and data-center spending will generate adequate returns, alongside broader tech selling. Traders are split between fears of a deeper correction and dip-buyers looking for a rebound after the sharp losses.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is drawing attention after a steep selloff ahead of its quarterly earnings, with traders also citing a Bank of America price-target cut and concerns about higher rates, credit conditions, and guidance. The community is split between expecting further downside if results disappoint and viewing the drop as setting up a rebound if earnings and outlook hold up.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells announced all-stock acquisition of Lumentum has sparked a sharp selloff and debate over dilution, the price paid, and the long wait before closing. Critics see shareholder-value and execution risks, while some investors argue the deal strengthens Marvells position in AI data-center optical connectivity over the longer term.

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.

Discussion centers on the U.S. midterm elections and how a possible shift in congressional control could affect DJT shares, with bearish traders anticipating pressure and bulls arguing the stock could rally. Many also characterize its moves as speculative pump-and-dump trading, while Iran-war and peace-talk headlines appear as a secondary source of market uncertainty.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

A report that nonprofit Usona may have filed an FDA application for psilocybin in major depression has raised fears of earlier competition for Compass Pathways COMP360, which is being developed for treatment-resistant depression. Traders disagree over how much the indications and Usonas nonprofit status limit the threat, while some question the reports confirmation and await clarity on Compasss own NDA timeline.

iShares Trust - iShares Biotechnology ETF

iShares Biotechnology ETF

Biotechs pullback and relative resilience are the main focus: traders say IBB is holding up better than small-cap XBI, while debating whether recent sector strength and upcoming large-biotech earnings can sustain momentum.

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

CAPR is drawing attention ahead of the FDAs Nov. 22 decision on deramiocel for Duchenne muscular dystrophy, with traders focused on the companys renewed launch-related hiring and the therapys upper-limb data. Many see the hiring and a recent FDA approval for another rare-disease drug as encouraging signs, while others caution that neither confirms approval and point to the prior advisory-panel concerns and uncertainty over the evidence and potential label.

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RH Stock Climbs Premarket: Wells Fargo Backs H2 ‘Time To Shine’ Thesis, But BofA Warns Of Q4 Risk

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Wall Street remained split after RH’s Q2 earnings, with Wells Fargo backing its second-half growth drivers while UBS and BofA questioned growth estimates, according to TheFly.

GPRO Stock Gains After-Hours On Possible Sale Or Merger: Retail Has Eyes On Meta And Garmin  

GoPro’s Board of Directors has authorized the company to launch a strategic review process and to engage a financial advisor to assist.


GoPro Shares Edge Up After-Hours On 23% Layoff Announcement 

The layoffs are expected to be completed by the end of 2026 and estimated to result in a charge of $11.5 million to $15 million, the company said.


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<ul class="summary-bullets"><li>Wells Fargo cut its RH target to $175 from $225, pointing to Estates momentum, new gallery sales, and backlog reduction, per TheFly</li><li>BofA cut fiscal 2026 and 2027 EPS estimates by 7% and 18%, respectively, citing housing weakness and fourth-quarter guidance risk.</li><li>RH expects revenue growth to accelerate from 5% to 6% in Q3, and 16.1% to 21.2% in Q4 2026.</li></ul>RH (RH) stock rose up to 9% in Friday's premarket following the luxury home furnishings retailer’s second-quarter (Q2) results, even as several Wall Street firms cut their price targets. The bigger debate centered on whether RH’s second-half growth setup is taking shape.&nbsp;Wells Fargo and TD Cowen pointed to Estates, new galleries, and backlog reduction as potential growth drivers, while UBS and BofA questioned whether the expected inflection will materialize, according to TheFly.<h2 class="st-heading-2">Analysts Split On RH’s Second-Half Setup</h2>Wells Fargo cut its price target for RH Stock to $175 from $225 but maintained an Overweight rating, saying RH’s investment cycle is peaking and the second half could be its “time to shine.”&nbsp;Tariff refunds mask a tougher cost/freight backdrop, but top line matters more, and second half of the year building blocks appear in place via Estates momentum, new gallery sales and backlog reduction, the firm said, according to The Fly.TD Cowen lowered its target to $190 from $220 and kept a Buy rating. The Fly cited the firm saying RH's fiscal 2026 through 2028 earnings-per-share (EPS) estimates changed only modestly, and it came away “optimistic” about RH Estates and London beginning in the second half.UBS was more cautious, trimming its target to $154 from $155 and staying Neutral. It said slightly better second-quarter revenue and earnings before interest, taxes, depreciation and amortization (EBITDA) did not provide significant evidence supporting the expected second-half inflection, according to TheFly.According to TheFly, BofA cut its target to $114 from $156 and maintained an Underperform rating. The firm sees limited signs that housing dynamics will significantly improve in the second half as mortgage rates remain high. It flagged below-expectation third-quarter guidance, and risk to fourth-quarter guidance.<h2 class="st-heading-2">RH's Estates And Backlog Carry The Q4 Ramp</h2>RH reported Q2 revenue of $922.2 million, up 2.6% year over year and roughly 0.6% above FiscalAI’s $916.2 million estimate. The company expects revenue growth to accelerate from 5% to 6% in the third quarter to 16.1% to 21.2% in the fourth quarter, with the Q4 ramp driven in part by an 8 percentage-point contribution from RH Estates and 6.5 points from backlog reduction.New galleries and other initiatives are expected to add another 4 percentage points to fourth-quarter growth, while adjusted EBITDA margin is projected to improve to 19.7% to 22.9% from 12.5% to 13.5% in the third quarter.The company also expects adjusted capital expenditures to decline to between $175 million and $200 million in 2027 from $240 million to $260 million in 2026, while gallery opening costs are projected to fall to $18 million from $48 million.<h2 class="st-heading-2">What Retail Investors Think About RH Stock?</h2>Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/RH">RH stock</a> was “extremely bullish” amid extremely high message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_11_163755_85bcfc588e.png" alt="Screenshot 2026-09-11 163755.png" width="825" height="468"><figcaption>RH stock retail sentiment on September 11 as of 7:20 a.m. ET | Source: Stocktwits</figcaption></figure>RH Stock has fallen 30.7% so far this year, underperforming benchmark S&amp;P 500, which has risen 10.7% during this period. See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/adobe-q3-uneventful-even-as-ai-arr-tops-650-m-jefferies-says-citi-flags-slowing-growth/cZtXhW6RBGk">Adobe Q3 ‘Uneventful’ Even As AI ARR Tops $650M, Jefferies Says — Citi Flags Slowing Growth</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

Restoration Hardware Celebrates The Unveiling Of RH Tampa, The Gallery At International Plaza in Tampa, Florida.

RH (RH) stock rose up to 9% in Friday's premarket following the luxury home furnishings retailer’s second-quarter (Q2) results, even as several Wall Street firms cut their price targets. The bigger debate centered on whether RH’s second-half growth setup 

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