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Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum is driving attention, with Lumentums fixed exchange ratio tying its deal value to Marvells share price. Traders are debating the deals value as LITE falls alongside MRVL, questioning whether the headline premium holds up as the acquirers stock weakens.

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 agreement to acquire Lumentum in an all-stock deal is the dominant focus, with traders concerned about shareholder dilution, financing, and integration risks as the stock sells off. Others see strategic value in combining Marvells AI-connectivity business with Lumentums optical technology, but debate how long the benefits may take to materialize.

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

Buzz centers on reports that a POET optical engine appeared in Foxconns photonics ecosystem at Hon Hai Tech Day, which bulls view as validation of the FIT collaboration and POETs AI data-center optics opportunity. The display has not confirmed production orders or scaled shipments, leaving traders divided between optimism about commercialization and frustration over the lack of concrete customer updates ahead of earnings.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

Axsomes quarterly report beat analyst expectations, with strong year-over-year revenue growth and rising Auvelity prescriptions drawing attention. Traders welcomed the results but debated the pace of cash-flow breakeven and whether Auvelitys launch momentum will translate into sustained profitability; some also noted sales were slightly below a specific analyst estimate.

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 AIs Q3 results and higher full-year revenue guidance are driving discussion, with traders noting the reported EPS beat and asking whether the company is finally GAAP-positive. Despite the upbeat report, shares are lower, fueling debate over a sell-the-news reaction versus improving fundamentals.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals European Lithium acquisition is driving attention, with traders weighing greater ownership of Tanbreez and added assets against dilution and potential selling pressure from newly issued shares. High reported short interest and borrowing costs have fueled squeeze speculation, though the community is divided over whether the deal is ultimately bullish or a near-term overhang.

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

A sharp breakout to fresh 52-week highs has drawn attention as traders focus on the upcoming Q3 report and BRIUMVIs commercial momentum. Buyout and short-squeeze theories are also prominent, but remain speculation; some traders attribute the move to earnings positioning and momentum instead.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

CIFRs quarterly results are driving discussion, with traders criticizing weak revenue and ongoing cash-generation and financing concerns despite reported progress bringing HPC leases into service. The reaction is split between fears that debt and the miner-to-AI infrastructure transition will weigh on the stock and bullish arguments that contracted leases and continued AI demand support the longer-term case.

Centrus Energy Corp. engages in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment includes various components of nuclear fuel to utilities from its global network of suppliers. The Technical Solutions segment offers advanced engineering, design, and manufacturing services to government and private sector customers, and is deploying advanced nuclear fuel production capabilities to power existing, and next-generation reactors around the world. The company was founded in October 1992 and is headquartered in Bethesda, MD.

Centrus Energy Corp - Ordinary Shares - Class A

Centrus Energy Corp 

LEU is drawing attention amid a steep, volatile selloff, with traders blaming the recent stock-and-warrant offering and potential dilution, while also debating high valuation and the cost and timeline of expanding enrichment capacity. Bulls point to DOE support, customer contracts and centrifuge production progress as reasons the long-term domestic nuclear-fuel opportunity remains intact, while others expect continued pressure.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

FDA accelerated approval of Inovios competing RRP treatment has focused attention on potential competition for Precigens PAPZIMEOS and prompted concern about its market position. Traders debate whether the rivals treatment regimen will pressure PAPZIMEOS or whether Precigens commercial head start, payer access, and full-approval status will help it retain an advantage.

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GRAIL Q3 Earnings Ahead: Galleri Test Adoption to Drive Growth

GRAL's Q3 earnings should have benefited from rising Galleri test adoption, expanding digital health partnerships and growing clinical evidence of cancer detection.

GRAIL to Present at the UBS Global Healthcare Conference

GRAIL to Present at the UBS Global Healthcare Conference GRAIL to Present at the UBS Global Healthcare ConferencePR NewswireSUNNYVALE, Calif., Oct. 27, 2026 SUNNYVALE, Calif., Oct. 27, 2026 /PRNewswire/ -- GRAIL, Inc. (Nasdaq: GRAL), a healthcare company whose mission is to detect cancer early when...

GRAIL to Announce Third Quarter 2026 Financial Results

GRAIL to Announce Third Quarter 2026 Financial Results GRAIL to Announce Third Quarter 2026 Financial ResultsPR NewswireSUNNYVALE, Calif., Oct. 21, 2026 SUNNYVALE, Calif., Oct. 21, 2026 /PRNewswire/ -- GRAIL, Inc. (Nasdaq: GRAL), a healthcare company whose mission is to detect cancer early when it...

GRAIL to Present New Data From NHS-Galleri and PATHFINDER 2 at EDCC and ESMO Congress 2026

GRAIL to Present New Data From NHS-Galleri and PATHFINDER 2 at EDCC and ESMO Congress 2026 GRAIL to Present New Data From NHS-Galleri and PATHFINDER 2 at EDCC and ESMO Congress 2026PR NewswireSUNNYVALE, Calif., Oct. 5, 2026GRAIL to Present Six Abstracts at the Early Detection of Cancer Conference...

KOD Stock Cracks September’s Top 5 Biotech Gainers On Eye Drug Win — But ‘Pharma Bro’ Shkreli Says It ‘Still Sucks’ 

Equity

Martin Shkreli, who said he was short KOD before the readout, questioned Zenkuda’s edge over Eylea and dismissed the added IL-6 targeting in KSI-501.

MRNA On Track To Be September's No. 2 S&P 500 Stock — But These 5 Smaller Health Care Names Did Even Better

Five smaller stocks with market caps above $100 million beat MRNA’s monthly gain: INDP rose 249%, CYPH 124%, MNOV 85%, GRAL 58% and SRZN 53%.

These Stocks are Refusing to Cool Off

The closing bell is shaping up to be anything but quiet for these names that stand out as the session heads toward the finish. Greenland Energy Company (NASDAQ:GLND), NeOnc Technologies Holdings (NASDAQ:NTHI), GRAIL (NASDAQ:GRAL), Warby Parker (NYSE:WRBY), Montauk Renewables (NASDAQ:MNTK), Ginkgo Bioworks Holdings (NYSE:DNA), and CareDx (NASDAQ:CDNA).

GRAIL's Galleri Cancer Test Clears FDA Panel On Safety, Narrowly Backed On Effectiveness: GRAL Stock In Focus

An FDA advisory panel voted unanimously that GRAIL's Galleri multi-cancer blood test is safe and backed its effectiveness 6-4. 


GRAL Stock Clocks Best Day In Over 1.5 Years — FDA Papers Lift Galleri Approval Hopes

Molecular and Clinical Genetics Panel of the Medical Devices Advisory Committee will meet on Sept. 23 to discuss Grail’s application seeking approval of its cancer detection test. 

FDA Decision Watch: MRK, MIRM, INCY, GRAL Face Key Regulatory Catalysts This Week 

Merck, Mirum, Incyte and Grail are in focus this week as investors await key FDA decisions and a regulatory review involving treatments for lung disease, a rare bone disorder and cancer detection.


GRAIL, Inc. operates as a commercial-stage healthcare company, which engages in the development of a technology for early detection of cancer. It utilizes machine learning, software, and automation to detect and identify multiple deadly cancer types in earlier stages. The company was founded by Jeffrey T. Huber, William H. Rastetter, Mostafa Ronaghi, and Richard D. Klausner on September 11, 2015 and is headquartered in Menlo Park, CA.

GRAIL Inc.

Neutral Sentiment

<ul class="summary-bullets"><li><a class="mention" data-mention="$KOD" data-symbol-id="KOD" href="https://stocktwits.com/symbol/KOD" target="_blank">KOD</a> surged 178% Monday to $89.92, its best day on record and highest close since December 2021.</li><li>Kodiak said its separate eye drugs Zenkuda and KSI-501 met the primary endpoints in the Phase 3 Daybreak trial against the active ingredient in original Eylea.</li><li>Jefferies raised its <a class="mention" data-mention="$KOD" data-symbol-id="KOD" href="https://stocktwits.com/symbol/KOD" target="_blank">KOD</a> price target to $112, implying about 25% upside from Monday’s close. LifeSci Capital’s $145 target implies 61% upside, while H.C. Wainwright’s $96 target implies 7%.</li></ul>Shares of Kodiak Sciences (<a class="mention" data-mention="$KOD" data-symbol-id="KOD" href="https://stocktwits.com/symbol/KOD" target="_blank">KOD</a>) broke into September’s top five biotech gainers on a key eye drug win. Still, investor Martin Shkreli questioned whether it can outshine Eylea, Regeneron’s established treatment for wet age-related macular degeneration (AMD).<a href="https://stocktwits.com/symbol/KOD">KOD stock</a> soared 178% on Monday to $89.92, logging its best day on record and closing at its highest level since December 2021. The rally lifted its September gain to 141%, behind only PDS Biotechnology (PDSB), up 258%, and Indaptus Therapeutics (INDP), up 187%, among biotech stocks.&nbsp;With PDSB valued at less than $50 million, Kodiak trailed only Indaptus among biotech companies worth more than $100 million. It outperformed GRAIL (GRAL), up 67% this month; Moderna (MRNA), up 41%; and Iovance Biotherapeutics (IOVA), up 35%.<img src="https://news.stocktwits-cdn.com/kod_biotech_0e2c321288.png" alt="kod biotech.png"><h2 class="st-heading-2">Daybreak Delivers A Double Win For <a class="mention" data-mention="$KOD" data-symbol-id="KOD" href="https://stocktwits.com/symbol/KOD" target="_blank">KOD</a> Stock</h2>Kodiak said on Monday that two separate experimental drugs, Zenkuda and KSI-501, met the primary endpoints in its Phase 3 Daybreak trial. Each produced vision gains that were non-inferior to those achieved with 2-milligram Aflibercept, the active ingredient in Regeneron’s (REGN) original Eylea.&nbsp;<img src="https://news.stocktwits-cdn.com/record_rally_kod_da4ae67085.png" alt="record rally kod.png">Zenkuda targets VEGF, a protein involved in the abnormal blood vessel growth seen in wet AMD. Kodiak said that 54% of Zenkuda patients reached a 24-week dosing interval at one year under criteria that called for retreatment when retinal fluid appeared. The company also reported no intraocular inflammation in the Zenkuda arm. It plans to file for approval in the fourth quarter using data from five positive Phase 3 studies across three eye conditions.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.kodiak.com/news-releases/news-release-details/zenkuda-and-tabirafusp-ted-meet-primary-endpoints-pivotal?utm_source=chatgpt.com">&nbsp;</a>KSI-501, also called Tabirafusp-ted, is a different drug. It targets both VEGF and IL-6, a protein associated with inflammation. It met Daybreak’s vision endpoint and a key retinal anatomy endpoint. Kodiak plans further analyses to see whether particular wet AMD patients benefit from the added IL-6 targeting, while a separate Phase 3 trial is studying KSI-501 in diabetic macular edema.<h2 class="st-heading-2">Shkreli Pushes Back On Kodiak’s Win&nbsp;</h2>Shkreli&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MartinShkreli/status/2104520450999284092">congratulated</a> Kodiak on meeting both primary endpoints, but called for the numerical vision results against Eylea and pointed to competition from Eylea biosimilars. He had said last week that he was&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MartinShkreli/status/2103521047639171529">short KOD</a> ahead of the readout and predicted that the stock would fall.&nbsp;When another investor praised Zenkuda’s six-month dosing and suggested Kodiak could become a takeover target, Shkreli<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MartinShkreli/status/2104705935717335382">&nbsp;asked</a>: “How do you know you can't get the same out of Eylea? presumably vastly cheaper”In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MartinShkreli/status/2104705348976415050">separate post</a>, he said that “the drug still sucks,” called the formulation change “just an extra loading dose” and argued that Zenkuda’s numerical vision result was worse. He had also<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MartinShkreli/status/2104363503456813292">&nbsp;questioned</a> whether the formulation changes could improve efficacy. Shkreli’s criticism extended to KSI-501. He<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MartinShkreli/status/2104554538925482159">&nbsp;argued</a> that its IL-6 targeting offered no benefit beyond Zenkuda’s VEGF targeting.&nbsp;The FDA has approved interchangeable biosimilars to original Eylea, adding competition for its 2-milligram formulation. Meanwhile, Regeneron's separate Eylea HD has an approved dosing interval of up to 20 weeks for eligible wet AMD patients.&nbsp;<h2 class="st-heading-2">Wall Street Lifts <a class="mention" data-mention="$KOD" data-symbol-id="KOD" href="https://stocktwits.com/symbol/KOD" target="_blank">KOD</a> Targets After Daybreak Win</h2>Analysts responded to Daybreak with steep price target increases. Jefferies raised its Kodiak target to $112 from $56, maintained its ‘Buy’ rating and called the Zenkuda outcome a “slam dunk.” It lifted its estimated probability of success to 80% from 65% and its peak sales forecast to $1.8 billion from $400 million.LifeSci Capital raised its target to $145 from $85 and kept its ‘Outperform’ rating, calling Eylea-like efficacy paired with differentiated durability as a “best-case scenario outcome.” H.C. Wainwright lifted its target to $96 from $58, maintained its ‘Buy’ rating and singled out Zenkuda’s rapid and sustained retinal drying as “highly compelling.”Evercore ISI said that the initial release “reads excellent,” while seeking more detail beyond the topline announcement. Citi said Kodiak’s data raised the longer-term competitive bar for Regeneron, but pointed to Eylea HD’s broad label, physician familiarity, and momentum with patients.Based on <a class="mention" data-mention="$KOD" data-symbol-id="KOD" href="https://stocktwits.com/symbol/KOD" target="_blank">KOD</a>’s last close, the revised targets imply 25% upside at Jefferies, 61% at LifeSci Capital and 7% at H.C. Wainwright.<h2 class="st-heading-2">How Do Retail Traders Feel About <a class="mention" data-mention="$KOD" data-symbol-id="KOD" href="https://stocktwits.com/symbol/KOD" target="_blank">KOD</a>?</h2>On Stocktwits, retail sentiment for <a class="mention" data-mention="$KOD" data-symbol-id="KOD" href="https://stocktwits.com/symbol/KOD" target="_blank">KOD</a> jumped to ‘extremely bullish’ from ‘neutral’ levels a week ago amid ‘extremely high’ message volume. Followers for the ticker have also risen 9% in a year, indicating healthy retail interest in the stock.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/kod_ss_4e2c18a822.png" alt="kod ss.png" width="642" height="370"><figcaption><a class="mention" data-mention="$KOD" data-symbol-id="KOD" href="https://stocktwits.com/symbol/KOD" target="_blank">KOD</a> sentiment and message volume as of September 28 | Source: Stocktwits</figcaption></figure>One bullish user&nbsp;<a href="https://stocktwits.com/FetchDog/message/665283498">said</a>, “<a class="mention" data-mention="$KOD" data-symbol-id="KOD" href="https://stocktwits.com/symbol/KOD" target="_blank">$KOD</a> My GUESS is an offering at $75 per share to raise $600 million. Probably tomorrow- it takes time to find Daddys with $600 million.”<stembedurl>https://stocktwits.com/FetchDog/message/665283498</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/tahloolaaa/message/665292156">said</a>, “<a class="mention" data-mention="$KOD" data-symbol-id="KOD" href="https://stocktwits.com/symbol/KOD" target="_blank">$KOD</a> This is far superior to eyelea and faricimab.&nbsp; Take a look at what those drugs are doing annually.”<stembedurl>https://stocktwits.com/tahloolaaa/message/665292156</stembedurl><a class="mention" data-mention="$KOD" data-symbol-id="KOD" href="https://stocktwits.com/symbol/KOD" target="_blank">KOD</a> stock has surged 222% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-change-of-control-payout-plan-ceo-senior-execs-buyout-buzz/cZMmkiMRBX0">ASTS Stock Rises Overnight: Change-Of-Control Payout Plan For CEO, Senior Execs Fuels Buyout Buzz&nbsp;</a>

In this photo illustration, the Kodiak Sciences logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

KOD Stock Cracks September’s Top 5 Biotech Gainers On Eye Drug Win — But ‘Pharma Bro’ Shkreli Says It ‘Still Sucks’

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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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