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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 is under pressure as traders react to the boards investigation into CEO Jensen Huangs admitted affair and allegations that the woman involved had ties to Chinese intelligence; the espionage claims remain unverified. The community is split between concerns about leadership and disclosure risks and views that the selloff is an overreaction 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 drawing attention ahead of its quarterly results after a sharp share-price decline, with traders debating whether the selloff signals weak results or is an opportunity to buy the dip. The Eli Lilly obesity-drug partnership is viewed as a growth opportunity, but some investors worry that branded medications could pressure margins; speculation about an earnings leak remains unverified.

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 HOPE-3 cardiac results receiving an American Heart Association research award has renewed attention to deramiocel ahead of the FDAs November 22 PDUFA decision for Duchenne muscular dystrophy. Traders are largely hopeful for approvalespecially on upper-limb function, which they distinguish from the advisory panels negative cardiac votewhile others stress that the outcome and any cardiac label remain uncertain.

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 support from Oppenheimers upgrade to Outperform on its AI and data-center outlook, alongside community discussion of Google Cloud using EPYC processors in its TPU infrastructure. Traders also see a possible rotation from Nvidia amid headlines about a board investigation into CEO Jensen Huang, while some caution that AMDs valuation and the sharp run-up leave room for volatility.

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 surging ahead of its Q3 results, with traders speculating about short covering and an possible earnings leak, though neither is confirmed. Bulls hope for a turnaround and stronger guidance, while skeptics warn that slowing ad growth and past post-earnings declines could lead to a reversal.

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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• Reported GAAP EPS of $1.43 up 30.00% YoY
• Reported revenue of $977.66M up 46.56% YoY
• FTAI Aviation reaffirmed 2026 and 2027 Adjusted EBITDA guidance across all business lines; quantified guidance ranges and targets were not provided in the release, and change versus prior guidance was not stated.

FTAI Aviations Aviation Leasing Adjusted EBITDA was $104M versus $134.4M, Corporate & Other Adjusted EBITDA was -$38.1M, and FTAI Powers turbine has not yet been commercially launched and has not generated revenue.

FTAI Aviations Aerospace Products revenue and Adjusted EBITDA increased 76% and 57% versus Q3 2025; Mod-1 met testing targets, and Strategic Capital represented more than 50% of Aviation Leasing.

FTAI Aviation Ltd. engages in owning, leasing, and servicing commercial jet engines, with a primary focus on CFM56 and V2500 engines. The firm’s portfolio of products, including the Module Factory and a joint venture to manufacture engine PMA components, enables cost savings and flexibility for its airline, lessor, and MRO customer base. It operates through the following segments: Aviation Leasing, Aerospace Products, and Corporate and Other. The Aviation Leasing segment owns and manages aviation assets, including aircraft and engines, which it leases and sells to customers. The Aerospace Products segment develops, manufactures, repairs and refurbishes, and sells aircraft engines and aftermarket components for the CFM56-7B, CFM56-5B, and V2500 engines through its maintenance facilities, equity method investments, and exclusivity arrangements. The company is headquartered in New York, NY.

FTAI Aviation Ltd - Ordinary Shares - Class A

 FTAI Stock’s Recent Pullback Is A Favorable Entry Point, Says Barclays – Sees Up To 60% Earnings Growth In 2027

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>Barclays lowered its price target on the stock to $310 from $350 while maintaining an ‘Overweight’ rating, according to The Fly.</li><li>FTAI announced a $500 million share repurchase program on Tuesday, saying purchases will be funded with cash on its balance sheet.</li><li>Six of the 10 analysts tracked by Koyfin have a ‘Buy’ rating on FTAI, while the remaining four rate it 'Strong Buy.'</li></ul>FTAI Aviation (FTAI) shares drew investor attention on Wednesday after Barclays reduced its price target on the stock and noted that the recent pullback presents a favorable entry point.The brokerage lowered its price target on FTAI to $310 from $350 while keeping an ‘Overweight’ rating on the shares.&nbsp;Barclays noted investor concerns about the company’s aerospace and power businesses but said that continued high global CFM56 fleet utilization, along with the upcoming first delivery of FTAI’s Mod-1 power unit, would support up to 60% earnings growth in 2027.Shares of&nbsp;<a href="https://stocktwits.com/symbol/FTAI">FTAI&nbsp;</a>were up more than 2.8% in early premarket trading Wednesday at the time of writing.<h2 class="st-heading-2">FTAI’s CFM56 And Mod-1 Setup</h2>FTAI’s Aerospace Products business is built around the CFM56 engine, while its newer Power business is converting CFM56 engines into aeroderivative power-generation units.The company has said its first Mod-1 delivery is targeted&nbsp;for the fourth quarter (Q4) of 2026, with a planned production target of 100 units in 2027.&nbsp;In its latest quarterly&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.ftaiaviation.com/news-releases/news-release-details/ftai-announces-1465-billion-gas-turbine-generator-set-order">update</a>, FTAI said it had signed a $1.465 billion Mod-1 contract with a leading U.S. hyperscaler. Management also said the Mod-1 prototype had undergone rigorous testing, with performance described as exceptional, and that testing had moved to the company’s Miami genset.<h2 class="st-heading-2">$500M Buyback Adds Another Stock Catalyst</h2>Separately, FTAI&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-ftai-stock-gain-over-4-percent-after-hours/cZtnFiVRBcD">announced</a> a new $500 million share repurchase authorization on Tuesday.The company said it expects to fund the repurchases with cash on its balance sheet. The authorization will remain in effect until the earlier completion of the repurchases or Sept. 30, 2029.FTAI said purchases may be made through open-market transactions, privately negotiated transactions, block trades and other legally permitted methods. The company may also establish Rule 10b5-1 trading plans to conduct repurchases during periods when it might otherwise be restricted from doing so.According to data from Koyfin, six of the 10 analysts have a ‘Buy’ rating on FTAI while four rate it ‘Strong Buy’.On Stocktwits, retail sentiment around FTAI was in ‘bearish’ territory over the past 24 hours, while message volume remained ‘high’.<a href="https://stocktwits.com/symbol/FTAI">FTAI&nbsp;</a>shares are up about 2.62% year-to-date.Read more:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nok-stock-rises-5-premarket-nvidia-powered-ai-ran-trials-expand-uk-defense-push-deepens/cZtYgnLRB2p">NOK Stock Rises 5% Premarket: Nvidia-Powered AI-RAN Trials Expand, UK Defense Push Deepens</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the FTAI Aviation logo is seen displayed on a smartphone screen.

Barclays expects strong CFM56 utilization and the upcoming Mod-1 delivery to support significant 2027 earnings growth.

FTAI Stock’s Recent Pullback Is A Favorable Entry Point, Says Barclays – Sees Up To 60% Earnings Growth In 2027

Barclays expects strong CFM56 utilization and the upcoming Mod-1 delivery to support significant 2027 earnings growth.


FTAI Aviation Ltd

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

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