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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

An industry observers reported identification of a POET optical engine at Foxconns Hon Hai Tech Day has traders debating whether it signals renewed progress in the existing FIT collaboration. Bulls see it as third-party validation, while skeptics say a demo or ecosystem display does not confirm production shipments, purchase orders, or a new company announcement.

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 meme coin has prompted speculative calls for a pump or short squeeze, while the dominant discussion remains bearish: traders call it a pump-and-dump and point to steep losses among holders. Some remain bullish or say they are accumulating, but no specific confirmed catalyst for the move is apparent.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLakes pending FDA decision on whether to accept its sonelokimab application for hidradenitis suppurativaand the review timeline, including possible priority reviewis the main focus. Traders are divided between optimism about the drug and regulatory progress and concern about approval risk, weak share performance, and the costs of commercializing without a partner or buyout.

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

AXSM is drawing attention ahead of its Q3 results, with investors focused on Auvelitys growthespecially uptake for Alzheimers agitationand whether sales can support a path to profitability. The sharp share-price decline and managements limited recent commentary have intensified the debate: bulls say prescriptions may be understated by sampling and long-term-care channels, while skeptics question the pace of adoption, spending and commercial execution.

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 breakout to fresh 52-week highs ahead of expected Q3 results has put TGTX in focus, with traders watching BRIUMVIs sales momentum and guidance. Buyout and short-squeeze theories are also circulating, but remain speculation rather than confirmed catalysts.

Regeneron Pharmaceuticals, Inc. is a biotechnology company, which engages in the discovery, invention, development, manufacture, and commercialization of medicines. Its product portfolio includes the following brands: Dupixent, Evkeeza, Eylea, Inmazeb, and Kevzara. The firm accelerates the traditional drug development process through its proprietary VelociSuite technologies such as VelocImmune, which uses unique genetically humanized mice to produce optimized fully human antibodies and bispecific antibodies. The company was founded by Alferd G. Gilman, Leonard S. Schleifer, George Damis Yancopoulos, and Eric M. Shooter on January 8, 1988, and is headquartered in Tarrytown, NY.

Regeneron Pharmaceuticals, Inc.

Regenerons strong third-quarter results, which beat expectations on growth led by Dupixent and Eylea HD, have driven a sharp share-price breakout. Traders are largely celebrating the report and bullish options activity, while some note that declining legacy Eylea sales remain a risk to watch.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

OUST is drawing attention amid a sharp, volatile pullback that traders link to weakness in growth and AI stocks, with Q3 earnings expectations adding uncertainty. The community is split between buying the dip on Ousters lidar and Physical AI opportunity and warning that shares could fall further.

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

AppLovins sharp, sustained selloff is the dominant topic, with traders debating whether broader tech weakness, concerns about ad-market growth and analyst downgrades are weighing on the stock ahead of earnings. Bulls view the decline as disconnected from the companys growth and profitability, while bears worry about further downside and a weak earnings reaction.

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

CAVAs stronger-than-expected quarterly results, including solid same-store sales and guest-traffic growth, fueled a sharp rebound and revived discussion of its store-expansion runway. Bulls see continued growth potential, while skeptics point to the stocks high valuation and pressure on restaurant spending.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include core, cognitive adjacencies, and cognitive networks. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

A sharp pullback after a strong run is driving discussion, with traders weighing profit-taking and broader weakness in AI-infrastructure stocks against the upcoming earnings report. Bulls see the decline as a buying opportunity given Aristas role in AI data-center networking, while others worry about further downside and whether spending expectations are too high.

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Stocktwits Defense Watch: L3Harris, BA Report Record Backlogs, HII Raises FY2026 Shipbuilding Revenue Forecast

Equity

Strong demand for military equipment helped U.S. defense contractors report higher Q3 revenue and growing order books.


Huntington Ingalls (HII) Reports Q3 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for Huntington Ingalls (HII) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Thursday Sector Leaders: Defense, Textiles

In trading on Thursday, defense shares were relative leaders, up on the day by about 4.9%. Leading the group were shares of Huntington Ingalls Industries, up about 11.7% and shares of L3Harris Technologies up about 6.9% on the day.

Also showing relative strength are textiles s...

HII Q3 Earnings Surpass Estimates, Revenues Increase Y/Y

Huntington Ingalls' Q3 2026 earnings jump 48.9% as revenues rise 10.8%, driven by higher shipbuilding volumes, strong contract awards and improved operational performance.

S&P 500 Movers: NOW, HII

In early trading on Thursday, shares of Huntington Ingalls Industries topped the list of the day's best performing components of the S&P 500 index, trading up 15.1%. Year to date, Huntington Ingalls Industries has lost about 5.5% of its value.

And the worst performing S&am...

Huntington Ingalls Indus Q3 2026 Earnings Call Transcript

Huntington Ingalls Indus (NYSE:HII) reported third-quarter financial results on Thursday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you byread more...

Huntington Ingalls Industries Q3 26 Earnings Conference Call At 9:00 AM ET

(RTTNews) - Huntington Ingalls Industries, Inc. (HII) will host a conference call at 9:00 AM ET on Oct. 29, 2026, to discuss Q3 26 earnings results...

Huntington Ingalls (HII) Q3 Earnings and Revenues Beat Estimates

Huntington Ingalls (HII) delivered earnings and revenue surprises of +24.26% and +4.46%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Huntington Ingalls to Post Q3 Earnings: What's in the Cards?

HII's Q3 earnings are likely to gain from higher shipbuilding volumes, but cash flow pressures and a negative Earnings ESP could weigh on the outlook.

Stocktwits Defense Watch: Lockheed Martin, RTX, L3Harris, HII Add To Their Defense Contract Backlogs Amid Pentagon Spending Ramp-Up

U.S defense companies continued to attract major military contracts and long-term commitments, with fighter jets, missile defense systems and weapons production taking center stage.

• Reported GAAP EPS of $5.48 up 48.91% YoY
• Reported revenue of $3.54B up 10.81% YoY
• HII raised FY26 shipbuilding revenue guidance to between $10.5 and $10.7B and reaffirmed shipbuilding operating margin of 6.0% to 6.5%; FY26 free cash flow is between $500 and $600M.

HII's bearish themes include lower Ingalls income and margin amid lower performance in surface combatants, nine-month free cash flow of -$182M versus $284M, and dependence on U.S. Government appropriations.

HII's growth themes include Newport News Shipbuilding's higher revenue and margin, shipbuilding awards securing approximately 90% of expected revenue through 2030, and Mission Technologies' autonomy awards and 2.4x book-to-bill.

Huntington Ingalls Industries, Inc. engages in the shipbuilding business. It operates through the following business segments: Ingalls, Newport News, and Mission Technologies. The Ingalls segment designs and constructs non-nuclear ships, including amphibious assault ships, expeditionary warfare ships, surface combatants, and national security cutters (NSC). The Newport News segment designs and builds nuclear-powered aircraft carriers and submarines, and the refueling and overhaul and the inactivation of nuclear-powered aircraft carriers. The Mission Technologies segment includes business groups focused on high-end information technology (IT) and mission-based solutions for DoD, intelligence, and federal civilian customers, life-cycle sustainment services to the U.S. Navy fleet and other maritime customers, unmanned, autonomous systems, and nuclear management and operations and environmental management services for the Department of Energy (DoE), DoD, state and local governments, and private sector companies. The company was founded on August 4, 2010 and is headquartered in Newport News, VA.

Huntington Ingalls Industries Inc

Bearish Sentiment

<ul class="summary-bullets"><li>L3Harris reported a record $53.2 billion backlog after securing $19.3 billion in quarterly orders.</li><li>HII secured $32.4 billion in new contracts during Q3, with existing awards covering nearly 90% of its expected shipbuilding revenue through 2030.</li><li>Boeing’s defense revenue jumped 15% to $7.94 billion, but weaker commercial airplane performance weighed on overall results.</li></ul>With the quarterly earnings season in full swing, U.S. defense firms largely delivered strong results this week, highlighting sharp growth in backlogs driven by rising demand for missiles, military aircraft and naval vessels.L3Harris Technologies (LHX), Boeing (BA), and HII (HII) all reported topline growth, and while Boeing’s earnings fell short of street expectations, the aircraft maker attributed it to weaker performance of its commercial airplanes division.<img src="https://news.stocktwits-cdn.com/c_T_Fx_G_defense_contractors_q3_print_1_f1a976d287.png" alt="cTFxG-defense-contractors-q3-print- (1).png"><h2 class="st-heading-2">L3Harris Raises Outlook As Backlog Hits Record $53.2B</h2>On Thursday, L3Harris <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.l3harris.com/newsroom/press-release/2026/10/l3harris-delivers-record-backlog-and-strong-third-quarter-results">reported</a> a 7% increase in third-quarter (Q3) revenue to $6.06 billion, beating Wall Street estimates of $5.94 billion, according to Fiscal.ai. Earnings per share (EPS) jumped 33% to $3.28, beating consensus estimates of $2.95.Crucially, L3Harris reported a record backlog of $53.2 billion, boosted by quarterly orders of around $19.3 billion. CEO Sam Mehta highlighted strong demand for missile systems, space technologies and military communications equipment.The outperformance allowed the company to raise its full-year 2026 revenue outlook to $23.5 billion to $23.7 billion from $23.2 billion to $23.7 billion and EPS guidance to $12.25 to $12.35 from $11.80 to $12.00.<a href="https://stocktwits.com/symbol/LHX">LHX shares</a> closed 6.8% higher on Thursday.<h2 class="st-heading-2">HII Secures $32.4B In New Orders In Q3</h2>On Thursday, another defense contractor posted a strong quarterly print. Shipbuilder HII <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.hii.com/news/hii-reports-third-quarter-2026-results">reported</a> record third-quarter revenue of $3.54 billion, up nearly 11% and above Wall Street’s $3.37 billion estimates. EPS surged around 49% to $5.48, significantly higher than the $4.43 estimates.New contract awards during the quarter totaled $32.4 billion, accounting for the majority of the $43.1 billion in contracts it received year-to-date.CEO Chris Kastner added that existing awards now cover about 90% of expected shipbuilding revenue through 2030. HII raised its 2026 shipbuilding revenue forecast to $10.5 billion to $10.7 billion from $10.2 billion to $10.4 billion.<a href="https://stocktwits.com/symbol/HII">HII shares</a> surged after the results, closing 13.2% higher.<h2 class="st-heading-2">Boeing’s Defense Business Grows But Q3 Earnings Miss Street Estimates</h2>Boeing’s 4% topline growth primarily reflected higher defense and services volume. The company’s <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investors.boeing.com/investors/news/press-release-details/2026/Boeing-Reports-Third-Quarter-Results/default.aspx">defense division</a> recorded a 15% increase in Q3 revenue to $7.94 billion.While earnings from operations and operating margins grew significantly over the last year, the gains reflected a $252 million gain from the sale of HRL Laboratories in July. The division’s backlog reached a record $101 billion.Overall, revenue came in at $24.19 billion, along with a loss of $0.34 per share. Both metrics were below Street estimates. Revenue from its largest segment, commercial airplanes, declined 3%.<a href="https://stocktwits.com/symbol/BA">BA shares</a> tanked nearly 11% after the results on Tuesday.<h2 class="st-heading-2">How Have LHX, HII And BA Stocks Performed In 2026?</h2>Retail sentiment surrounding LHX and HII on Stocktwits turned ‘neutral’ from ‘bearish’ over the past 24 hours. Sentiment for BA remained in the ‘bullish’ territory.<img src="https://news.stocktwits-cdn.com/Defense_7c55b9ea30.png" alt="Defense.png">Despite strong earnings-driven rallies in L3Harris and HII, all three stocks remain in negative territory year-to-date, with Boeing down nearly 21%, HII falling 9.6%, and L3Harris declining 8.6%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Japanese Self-Defense Forces personnel stand guard in front of a surface-to-air guided missile system, during an Integrated Air and Missile Defense (IAMD) drill.

Strong demand for military equipment helped U.S. defense contractors report higher Q3 revenue and growing order books.

Stocktwits Defense Watch: L3Harris, BA Report Record Backlogs, HII Raises FY2026 Shipbuilding Revenue

Boeing Co

L3Harris Technologies Inc

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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.

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Drop a comment with when you expect the first cut/hike to be.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$5.19	--	--	N/A
Q3 '26	$4.36	$5.48	25.60%	BEAT
Q2 '26	$3.79	$5.27	39.00%	BEAT
Q1 '26	$3.70	$3.79	2.46%	BEAT
Q4 '25	$3.77	$4.04	7.16%	BEAT

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HII Earnings

Latest Earnings Results: Q3 '26

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