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NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

NIO Inc

NIO is trending as the market digests strong Q1 results, which featured an earnings beat, improved vehicle margins, and aggressive Q2 delivery guidance. While retail investors are actively celebrating the company's path to profitability and substantial cash reserves, community sentiment remains highly polarized by ongoing concerns over stock price manipulation and persistent volatility in the Chinese EV sector.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending as investors react to its latest financial disclosures, which featured a massive jump in contract bookings alongside a revenue miss. The community remains polarized, with bulls highlighting the record-setting customer demand and commercial progress, while bears focus on cash burn and share dilution concerns.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is seeing significant market interest as investors anticipate the imminent 80th event data release for its Phase 3 REGAL trial, with community discussions buzzing about potential short squeezes and a possible buyout. The stock's recent momentum is driven by management's confirmed strategy to expand its immunotherapy platform beyond AML, fueling optimism about broad-market indications.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is seeing a significant surge in momentum as the U.S. government awards the company $100 million in milestone-based funding and secures an equity stake, signaling strong validation of its neutral-atom quantum technology. The community is actively discussing the stock's potential as a long-term infrastructure play, drawing frequent comparisons to other quantum leaders and highlighting its debt-free status and strategic partnerships.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending as investors react to a proposed $100 million federal funding initiative aimed at accelerating its quantum research, while community members actively debate the stock's long-term valuation and the broader implications of increased government involvement in the quantum computing sector.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares are seeing extreme volatility following a double beat on earnings and increased guidance that was overshadowed by a 17% workforce reduction announcement. The community is heavily divided, with some investors viewing the stock as an undervalued bargain due to its AI-integration strategy and buyback plans, while others fear long-term structural disruption from AI tools challenging the company's core tax and software business.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is trending as investors debate its premium valuation amid persistent cost pressures, while others highlight the retailer's growth in advertising and membership revenue as a long-term catalyst. The community remains divided, with many viewing current dips as a defensive buying opportunity while critics point to its high price-to-earnings ratio and sensitivity to broader economic strains.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is experiencing significant volatility following its latest earnings report, which highlighted headwinds from expiring tax credits and soft guidance. While the stock faces downward pressure, the community is debating whether the decline is an overreaction or a long-term bottoming process, with significant interest centered on the company's strategic pivot into AI-focused solid-state transformer technology.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is facing volatility as investors weigh impressive growth and rising demand against supply constraints and the risks associated with its pivot toward manufacturing custom silicon. The community remains deeply divided, with many debating whether the current pullback offers a strategic entry point for long-term growth in the AI infrastructure cycle or if the stocks valuation remains detached from fundamentals.

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 currently facing intense market volatility as investors weigh a strong earnings beat and aggressive capital return programs against concerns over China-related revenue headwinds. The community remains deeply divided, with some investors focusing on long-term AI infrastructure dominance while others actively trade the heavy options flow and short-term price swings.

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<ul class="summary-bullets"><li>Roth Capital said T1 Energy remains compliant with Foreign Entity of Concern requirements and stands out as a transparent domestic manufacturer bringing advanced technology and production capacity to the U.S.</li><li>The firm believes this strategy aligns closely with the Trump administration’s industrial policy priorities.</li><li>Roth also named T1 Energy among its top picks for 2026, reiterating its ‘Buy’ rating and $10 price target, implying a potential upside of 14% from current levels.</li></ul>Shares of T1 Energy Inc. (TE) were on course for their best single-day gains in more than seven months after an analyst dismissed a short seller report.According to TheFly, Roth Capital stated that the weakness in T1 Energy’s shares following Fuzzy Panda’s short report presents a “buying opportunity” for investors.<a href="https://stocktwits.com/symbol/TE">T1 Energy shares</a> were up more than 35% in Wednesday morning’s trade. TE stock was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">Roth Capital Recommends Investors To Buy The Dip In TE</h2>Roth Capital Partners said T1 Energy remains compliant with Foreign Entity of Concern (FEOC) requirements and stands out as a transparent domestic manufacturer bringing advanced technology and production capacity to the U.S.The firm believes this strategy aligns closely with the Trump administration’s industrial policy priorities.Roth also named T1 Energy among its top picks for 2026, reiterating its ‘Buy’ rating and $10 price target, implying a potential upside of 14% from current levels.<h2 class="st-heading-2">What Did Fuzzy Panda Say About TE?</h2>Fuzzy Panda&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/te-stock-fuzzy-panda-short-report-t1-energy-secret-china-links/cZXuqmrReZz">disclosed</a> a short position in T1 Energy on Tuesday, alleging the company has undisclosed ties to China.The short seller claimed T1 Energy does not comply with FEOC rules despite portraying itself as compliant, citing alleged operational and intellectual property ties to Chinese solar manufacturer Trina Solar.The report also alleged that T1 Energy’s access to key U.S. solar tax credits relies on an intellectual property transfer involving Singapore-based Evervolt, which it claims is closely tied to Trina Solar rather than operating independently.“We tried to save clean energy investors when we warned about Eos Energy (EOSE) at the end of October 2025. EOSE’s stock is down&nbsp;-50% since. We believe the downside at T1 Energy is even higher,” the firm stated.<h2 class="st-heading-2">Fuzzy Panda Flags Tax Credit Risk</h2>Fuzzy Panda also alleged that T1 Energy faces accounting risks related to unapproved tax credits, claiming the company inflated its first-quarter 2026 profits by booking anticipated benefits that may never be realized.“T1 is further doomed to be non-FEOC compliant because the T1/Trina/Evervolt IP agreement transpired on Dec 29, 2025 – 5 months AFTER the deadline,” the firm stated.<h2 class="st-heading-2">How Did Retail Investors React To TE?</h2>Retail sentiment on Stocktwits around T1 Energy trended in the ‘extremely bullish’ territory with message volumes at ‘extremely high’ levels at the time of writing.<a href="https://stocktwits.com/symbol/TE">TE stock</a> is up 36% year-to-date and 736% over the past 12 months. The iShares Russell 2000 ETF (IWM) is up 33% over the past 12 months, while the iShares Russell 2000 Value ETF (IWN) is up 35%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intuit-layoffs-3000-employees-17-workforce-focus-on-ai-ahead-of-q3-results/cZXxGo2RenE">Intuit To Reportedly Lay Off 3,000 Employees As It Looks To Sharpen Focus On AI — CEO Cites Need To Streamline Operations Ahead Of Q3 Results</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A smartphone displays the logo of T1 Energy Inc. (Photo illustration by Cheng Xin/Getty Images)

TE Stock On Track For Best Single-Day Gains In 7 Months — Analyst Dismisses Short Seller Report, Recommends Investors To Buy The Dip

Shares of T1 Energy Inc. (TE) were on course for their best single-day gains in more than seven months after an analyst dismissed a short seller report.

Equity

Roth Capital stated that the weakness in T1 Energy’s shares following Fuzzy Panda’s short report presents a “buying opportunity” for investors.

<ul class="summary-bullets"><li>Barclays raised its price target on Relay Therapeutics to $27 from $21 while maintaining an ‘Overweight’ rating, implying a potential upside of 124% from RLAY’s closing price on Tuesday.</li><li>The firm cited growing confidence in zovegalisib following the company’s latest clinical update.</li><li>Citizens said the data support a larger vascular anomalies opportunity and a potential accelerated approval pathway, with regulatory feedback expected in the second half of 2026.</li></ul>Relay Therapeutics Inc. (RLAY) shares declined more than 5% in Wednesday’s pre-market trade, extending the marginal decline on Tuesday, with the stock on track for its fifth consecutive trading session in the red.Relay Therapeutics announced that it had commenced an offering of $175 million worth of shares of its common stock late Tuesday. All of the shares in the stock offering are to be sold by the company, not by existing investors, it stated.<h2 class="st-heading-2">Wall Street Turns Bullish On RLAY</h2>According to TheFly, Barclays raised its price target on Relay Therapeutics to $27 from $21 while maintaining an ‘Overweight’ rating, implying a potential upside of 124% from RLAY’s closing price on Tuesday. The firm cited growing confidence in zovegalisib following the company’s latest clinical update.Barclays added that the mutant-selective cancer drug appears positioned as a potential “best-in-class” treatment for vascular anomaly patients, with an estimated $6 billion market opportunity, limited competition, and a possible accelerated regulatory pathway.Citizens raised its price target on Relay Therapeutics to $21 from $19 and reiterated an ‘Outperform’ rating after zovegalisib posted a 60% response rate at 12 weeks with improved tolerability versus alpelisib.The firm said the data support a larger vascular anomalies opportunity and a potential accelerated approval pathway, with regulatory feedback expected in the second half of 2026.Analysts at JonesResearch upgraded Relay Therapeutics to ‘Buy’ from ‘Hold’ and raised its price target to $20 from $18, citing the company’s clinical update.The firm said the results support zovegalisib’s efficacy potential and increased its estimated odds of success in vascular malformations to 40% from 20%.<h2 class="st-heading-2">RLAY’s Clinical Update For Zovegalisib</h2>Relay Therapeutics&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-rlay-stock-rising-today/cZXuoXhReZq">reported</a> initial Phase 2 data on Tuesday, showing that zovegalisib achieved a 60% volumetric response rate at 12 weeks in vascular anomalies patients, with nearly all patients experiencing symptomatic improvement.The mutant-selective PI3Kα drug also demonstrated a favorable safety and tolerability profile that may support chronic use.<h2 class="st-heading-2">How Did Retail Traders React To RLAY?</h2>Retail sentiment on Stocktwits around Relay Therapeutics trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.One bullish user brushed off the decline in RLAY stock following the offering, stating that there is nothing to be concerned about.<stembedurl>https://stocktwits.com/GA09/message/653853122</stembedurl><a href="https://stocktwits.com/symbol/RLAY">RLAY stock</a> is up 43% year-to-date and 312% over the past 12 months. The iShares Russell 2000 ETF (IWM) is up 31% over the past 12 months, while the S&amp;P Biotech ETF (XBI) is up 59%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-hardware-team-ramp-up-future-devices-incoming-ceo-john-ternus/cZXuxbgReNK">Apple Reportedly Plans Hardware Team Shake Up To Ramp Up Future Devices As It Gears Up For Incoming CEO John Ternus</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Shares of Amer Sports climbed on Tuesday. (Representative image: Getty Images)

RLAY Stock Declines Pre-Market After $175M Offering — Despite Fresh Bullish Calls On Relay's Zovegalisib

Relay Therapeutics Inc. (RLAY) shares declined more than 5% in Wednesday’s pre-market trade, extending the marginal decline on Tuesday, with the stock on track for its fifth consecutive trading session in the red.

Relay Therapeutics announced that it had commenced an offering of $175 million worth of shares of its common stock late Tuesday.

<ul class="summary-bullets"><li>Last week, the company said that it plans to file a New Drug Application with the U.S. Food and Drug Administration in mid-2026 for ALXN1840 in the treatment of Wilson disease.</li><li>Wilson disease is a rare genetic disorder that causes dangerous copper buildup in the liver, brain, and other organs.</li><li>Monopar also noted it has enough cash to fund operations through at least the end of 2027.</li></ul>Shares of Monopar Therapeutics (MNPR) edged up 3% after hours on Tuesday after the company’s experimental drug ALXN1840 significantly improved copper balance in patients with Wilson disease in a mid-stage clinical study. &nbsp;The open-label trial showed the drug helped the body remove excess copper more effectively and quickly, mainly by increasing copper excretion through stool. Patients in the study had already been on standard treatments for an average of 16 years, yet ALXN1840 still delivered a rapid and sustained benefit, the company said, while adding that the drug was also well tolerated with no serious adverse events. The results were consistent with positive data from the company’s late-stage trial where ALXN1840 demonstrated superior copper mobilization compared to standard of care. &nbsp;<h2 class="st-heading-2">MNPR’s Plans Ahead</h2>Wilson disease is a rare genetic disorder that causes dangerous copper buildup in the liver, brain, and other organs. Current treatments can have side effects or limited results for some patients. Monopar is developing ALXN1840 as a potential alternative. &nbsp;Last week, the company said that it plans to file a New Drug Application with the U.S. Food and Drug Administration in mid-2026 for ALXN1840 in the treatment of Wilson disease. The firm also said that it is leading commercial readiness activities as it gears up for a potential launch.Monopar also noted it has enough cash to fund operations through at least the end of 2027. &nbsp;<h2 class="st-heading-2">How Did MNPR Retail Traders React?</h2>On Stocktwits, retail sentiment around MNPR stock rose from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volume remained at ‘high’ levels.<a href="https://stocktwits.com/symbol/MNPR">MNPR stock</a> has risen about 50% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/roblox-stock-edges-up-after-hours-as-3-billion-buyback-eases-post-guidance-jitters/cZXHPxzReNq">RBLX Stock Edges Up After Hours As $3B Buyback Eases Post-Guidance Jitters</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Global stock market chart and trading board - stock photo

MNPR Stock Rallies After Hours As Experimental Drug Shows Rapid Copper Balance Improvement In Genetic Disorder 

The open-label trial showed the drug helped the body remove excess copper more effectively and quickly, mainly by increasing copper excretion through stool.

<ul class="summary-bullets"><li>The short seller alleged that T1 Energy is not compliant with Foreign Entity of Concern rules despite presenting itself as compliant due to deep operational and intellectual property ties to Chinese solar giant Trina Solar.</li><li>According to the report, T1 Energy’s eligibility for critical U.S. solar tax credits depends heavily on an intellectual property transfer involving Singapore-based Evervolt, an entity the short seller says is not truly independent from Trina Solar.</li><li>Fuzzy Panda stated that Evervolt’s owner has longstanding connections to Trina Solar and Chinese state-linked entities, citing corporate records, patent filings, and trade documentation.</li></ul>Fuzzy Panda Research on Tuesday announced it is short T1 Energy Inc. (TE), alleging the company has “secret” China links.The firm stated that investors have begun to confuse T1 Energy with an AI infrastructure play, adding that the company is actually a “China hustle.”“T1’s sales do not come from AI datacenter customers, instead, 99.9% of Q1 sales came from the Chinese solar company that originally spawned T1, Trina Solar,” Fuzzy Panda stated in its report.<a href="https://stocktwits.com/symbol/TE">T1 Energy shares</a> were down 7% in Tuesday’s opening trade. TE stock was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">Fuzzy Panda Questions TE’s FEOC Compliance</h2>The short seller alleged that T1 Energy is not compliant with Foreign Entity of Concern (FEOC) rules despite presenting itself as compliant due to deep operational and intellectual property ties to Chinese solar giant Trina Solar.According to the report, T1 Energy’s eligibility for critical U.S. solar tax credits depends heavily on an intellectual property transfer involving Singapore-based Evervolt, an entity the short seller says is not truly independent from Trina Solar.“We tried to save clean energy investors when we warned about Eos Energy (EOSE) at the end of October 2025. EOSE’s stock is down –50% since. We believe the downside at T1 Energy is even higher,” the firm stated.<h2 class="st-heading-2">Short Seller Points To TE, Evervolt’s Secret Chinese Links</h2>Fuzzy Panda stated that Evervolt’s owner has longstanding connections to Trina Solar and Chinese state-linked entities, citing corporate records, patent filings, and trade documentation.The report further added that patent databases still show key intellectual property tied to Trina rather than Evervolt, raising questions about whether the transfer qualifies as a bona fide sale under IRS guidance.Former T1 executives, tax credit lawyers, and former Commerce Department officials cited in the report allegedly told the short seller they believe T1 could ultimately be classified as FEOC-linked.<h2 class="st-heading-2">Fuzzy Panda Points To Accounting, Tax Credit Risks For TE</h2>Fuzzy Panda also alleged that T1 Energy faces accounting risks tied to tax credits it has not yet secured, claiming the company overstated first-quarter 2026 profits by recognizing expected benefits that may never materialize.“T1 is further doomed to be non-FEOC compliant because the T1/Trina/Evervolt IP agreement transpired on Dec 29, 2025 – 5 months AFTER the deadline,” the firm stated.The short seller also flagged bill-and-hold transactions involving related party Trina Solar as a potential accounting red flag.The report stated that T1’s planned G2 solar cell factory remains behind schedule and could face similar FEOC-related issues because of its reliance on Trina-linked technology and future intellectual property development.Fuzzy Panda said drone footage and site inspections suggest limited construction progress despite management maintaining its timeline for a late-2026 opening.<a href="https://stocktwits.com/symbol/TE">TE stock</a> is down 1% year-to-date, but up 492% over the past 12 months. The iShares Russell 2000 ETF (IWM) is up 32% over the past 12 months, while the iShares Russell 2000 Value ETF (IWN) is up 33%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/peter-navarro-us-navy-control-strait-of-hormuz-wins-china-trump-xi-jinping/cZXuYhGReZv">Peter Navarro Claims US Navy Essentially Controls Strait Of Hormuz — Touts Trump-Xi Meeting Wins</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Short Seller Fuzzy Panda Says T1 Energy Has Secret China Links — Warns Hidden Ties Could Kill Tax Credits

Fuzzy Panda Research on Tuesday announced it is short T1 Energy Inc. (TE), alleging the company has “secret” China links.

The firm stated that investors have begun to confuse T1 Energy with an AI infrastructure play, adding that the company is actually a “China hustle.”

<ul class="summary-bullets"><li>In the ongoing early-stage trial, the treatment helped the body make normal levels of a protective protein while significantly lowering levels of a harmful misfolded protein.</li><li>The company said it plans to discuss the data with the U.S. Food and Drug Administration in the middle of this year as it considers an accelerated approval pathway.</li><li>Additional trial results are expected later in 2026.</li></ul>&nbsp;Shares of Wave Life Sciences (WVE) jumped 7% after hours on Monday after the company reported encouraging early-stage clinical results for its experimental treatment for alpha-1 antitrypsin deficiency, a rare genetic disorder that can cause serious lung and liver damage.The Cambridge-based biotech said its drug WVE-006 produced promising effects in patients with the most severe form of the disease. In the ongoing early-stage trial, the treatment helped the body make normal levels of a protective protein while significantly lowering levels of a harmful misfolded protein. These improvements were seen with both every two weeks and once-monthly injections.The benefits lasted for at least three months after the last dose, the company said. The drug also allowed the body to naturally increase protein production during times of illness or stress — something current treatments cannot do. WVE-006 was generally well tolerated, with only mild to moderate side effects reported and no serious safety concerns or liver problems.Currently, the only approved treatment for the condition is weekly intravenous plasma-derived augmentation therapy, which aims to slow the progression of AATD-related lung disease by neutralizing lung-damaging enzymes. There are no approved therapies for AATD liver disease.<h2 class="st-heading-2">What’s Ahead For WVE-006?</h2>“We have now seen consistent results across multiple groups that support WVE-006’s potential to protect both the lungs and liver,” said Christopher Wright, Wave’s chief medical officer.The company said it plans to discuss the data with the U.S. Food and Drug Administration in the middle of this year as it considers an accelerated approval pathway. Additional trial results are expected later in 2026.<h2 class="st-heading-2"> How Did WVE Retail Traders React?</h2>On Stocktwits, retail sentiment around WVE stock jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume increased from ‘high’ to ‘extremely high’ levels.A Stocktwits user applauded the “great data” and voiced optimism for multiple price target revisions on Tuesday. They also voiced hopes for accelerated approval for the drug.<stembedurl>https://www.stocktwits.com/deltabeta/message/653744313</stembedurl><stembedurl>https://www.stocktwits.com/deltabeta/message/653744185</stembedurl><a href="https://stocktwits.com/symbol/WVE">WVE stock</a> has fallen 60% year-to-date.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/delta-ceo-fires-back-at-musk-amazon-beat-starlink-on-price-tech/cZXrH4DRems">Delta CEO Fires Back At Musk: Amazon Beat Starlink On Price And Tech</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Wave Life Sciences company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

WVE Stock Edges Up After Positive Early Data For Rare Disease Drug  

The Cambridge-based biotech said its drug WVE-006 produced promising effects in patients with the most severe form of alpha-1 antitrypsin deficiency.

<ul class="summary-bullets"><li>The data were presented at the American Urological Association (AUA) 2026 Annual Meeting.</li><li>Candel plans to submit a Biologics License Application to the FDA in the fourth quarter of 2026 for the drug.</li><li>If approved, CAN-2409 would be the first new therapy added to standard radiotherapy for localized prostate cancer in more than 20 years, the company said.</li></ul> Shares of Candel Therapeutics Inc. (CADL) rose 3% in after-hours trading on Friday following the release of extended follow-up data from its pivotal late-stage trial of CAN-2409 in intermediate- to high-risk localized prostate cancer.The company reported that, after a median follow-up of 58 months, CAN-2409 delivered a statistically significant 39% improvement in prostate cancer-specific disease-free survival versus placebo in the intention-to-treat population. In the intermediate-risk subgroup — which made up 85% of the 745-patient trial — the benefit was even stronger, with a 41% reduction in risk of recurrence, along with notable improvements in time to biochemical failure, time to metastasis, and time to next anti-cancer therapy, the firm said.The data, which reinforces the potential of the drug to reduce the risk of tumor recurrence, were presented at the American Urological Association (AUA) 2026 Annual Meeting.<h2 class="st-heading-2">Plan Ahead</h2>Candel plans to submit a Biologics License Application to the FDA in the fourth quarter of 2026 for the drug. If approved, CAN-2409 would be the first new therapy added to standard radiotherapy for localized prostate cancer in more than 20 years, the company said.<h2 class="st-heading-2">What Did Phase 3 Results Show?</h2>In December 2024, Candel reported positive late-stage results for CAN-2409. The study met its primary endpoint, showing that patients who received the drug along with standard treatment stayed disease-free longer than those on standard care alone.The drug has already received Fast Track and Regenerative Medicine Advanced Therapy designations from the U.S. Food and Drug Administration.<h2 class="st-heading-2">How Did CADL Retail Traders React?</h2>On Stocktwits, retail sentiment around CADL rose from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘high’ to ‘extremely high’ levels.<a href="https://stocktwits.com/symbol/CADL">CADL stock</a> has risen 72% over the past 12 months. &nbsp;&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/dal-m-amzn-v-unh-in-focus-as-berkshire-rejigs-portfolio/cZXmfX1Rekg">DAL, M, AMZN, V, And UNH Stocks In Focus As Berkshire Rejigs Portfolio</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

CADL Stock Edges Up After Hours On Strong Extended Prostate Cancer Data  

The company reported that, after a median follow-up of 58 months, CAN-2409 delivered a statistically significant 39% improvement in prostate cancer-specific disease-free survival versus placebo. 

<ul class="summary-bullets"><li>Leerink said recent stock weakness tied to a competitor downgrade and board departures has created a buying opportunity ahead of key pancreatic cancer data expected later this year.</li><li>Mizuho raised its price target for TNGX to $30 from $20 and maintained an ‘Outperform’ rating, citing stronger front-line pancreatic cancer revenue expectations.</li><li>Wedbush raised its price target on Tango Therapeutics to $33 from $19 and maintained an ‘Outperform’ rating, citing recent financing activity and progress in vopimetostat development.</li></ul>Shares of Tango Therapeutics Inc. (TNGX) lost more than a fifth of their value on Friday after the company reported revenue of $0 in the first quarter, missing Wall Street expectations.Despite the first-quarter (Q1) miss, analysts at Leerink nearly doubled their price target for TNGX stock on Friday, according to TheFly.At the time of writing,&nbsp;<a href="https://stocktwits.com/symbol/TNGX">Tango Therapeutics shares</a> were headed for their worst single-day fall in more than 19 months.<h2 class="st-heading-2">Leerink, Mizuho, Wedbush Turn Bullish On TNGX</h2>Leerink raised its price target on Tango Therapeutics to $55 from $28, implying an upside potential of 184% from current levels, while maintaining its ‘Outperform’ rating after the company’s Q1 results and pipeline update.The firm said recent stock weakness tied to a competitor downgrade and board departures has created a buying opportunity ahead of key pancreatic cancer data expected later this year.Leerink also backed Tango’s decision to prioritize first-line pancreatic cancer studies combining vopimetostat with RAS(ON) inhibitors over a standalone second-line trial.Analysts at Mizuho raised their price target on Tango Therapeutics to $30 from $20, while keeping an ‘Outperform’ rating. The firm cited increased front-line pancreatic ductal adenocarcinoma revenue assumptions for the target boost.Wedbush raised its price target on Tango Therapeutics to $33 from $19 and maintained an ‘Outperform’ rating. The analysts cited the company’s recent financing activity and progress in the development of vopimetostat.However, analysts at Piper Sandler downgraded TNGX stock to ‘Neutral’ from ‘Overweight’, but hiked the price target to $24 from $16. The firm stated that it has become less confident in vopimetostat following the company’s shift away from its previously disclosed monotherapy strategy.<h2 class="st-heading-2">TNGX Q1 At A Glance</h2>Tango Therapeutics reported adjusted loss per share of $0.32 in Q1, compared to a loss of $0.36 per share during the same period a year ago. Revenue was nil for the quarter, compared with $5.4 million in the year-ago period.Wall Street expected Tango Therapeutics to report a loss of $0.31 per share on revenue of $0.58 million, according to Fiscal.ai data.The company stated that it had recognized all remaining deferred revenue tied to upfront and research option-extension payments under its Gilead collaboration in fiscal year 2025, after the agreement was terminated and all research activities had concluded.<h2 class="st-heading-2">TNGX Provides Update On Upcoming Milestones</h2>The company expects to report initial Phase 1/2 safety and efficacy data in 2026 for vopimetostat combination trials with daraxonrasib and Revolution Medicines’ zoldonrasib.It also plans to provide a lung cancer update from its vopimetostat monotherapy study this year, along with the release of early Phase 1/2 data from the TNG456 monotherapy trial this year.Additionally, the company aims to begin a Phase 1/2 combination study of vopimetostat and Erasca’s ERAS-0015 in the second half of 2026.<h2 class="st-heading-2">How Did Retail Traders React To TNGX?</h2>Retail sentiment on Stocktwits around Tango Therapeutics trended in the ‘bullish’ territory with message volumes at ‘high’ levels at the time of writing.<a href="https://stocktwits.com/symbol/TNGX">TNGX stock</a> is up 120% year-to-date and 1,182% over the past 12 months. The iShares Russell 2000 ETF (IWM) is up 34% over the past 12 months, while the S&amp;P Biotech ETF (XBI) is up 68%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apollo-torsten-slok-inflation-very-serious-fed-rate-hike-kevin-warsh-powell/cZXmcm4RekG">Apollo’s Torsten Slok Warns Inflation Has Become A ‘Very Serious’ Problem — Says Markets Now Expect Fed Rate Hikes</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

TNGX Stock Crashes 20% After Reporting $0 Revenue In Q1 — But Analysts Still See Massive Upside

Shares of Tango Therapeutics Inc. (TNGX) lost more than a fifth of their value on Friday after the company reported revenue of $0 in the first quarter, missing Wall Street expectations.

Leerink raised its price target on Tango Therapeutics to $55 from $28, implying an upside potential of 184% from current levels, while maintaining its ‘Outperform’ rating.

IWM, BE, STRL, FN: Large Outflows Detected at ETF

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Russell 2000 ETF (Symbol: IWM) where we have detected an...

<ul class="summary-bullets"><li>The hold follows the company’s earlier voluntary pause in late February 2026, triggered by reversible cardiac observations seen at supratherapeutic doses in a healthy volunteer study.</li><li>Aardvark now plans to unblind the clinical data accumulated to date for ARD-101 to assess the full efficacy and safety profile.</li><li>The company also said that it will continue to engage with the FDA on the path forward for its lead candidate.</li></ul>Aardvark Therapeutics (AARD) shares tumbled 17% in after-hours trading on Thursday, after the company disclosed that the U.S. Food and Drug Administration has placed a full clinical hold on its lead candidate ARD-101.Aardvark Therapeutics said the FDA’s full clinical hold applies to the ongoing late-stage HERO trial for hyperphagia in Prader-Willi Syndrome patients and the associated open-label extension (OLE) study. The hold follows the company’s earlier voluntary pause in late February 2026, triggered by reversible cardiac observations seen at supratherapeutic doses in a healthy volunteer study.<h2 class="st-heading-2">AARD’s Next Steps</h2>“We are continuing to work collaboratively with the agency to comprehensively evaluate the data and determine the best path forward for ARD-101,” said CEO Tien Lee while reiterating commitment to patient safety.In parallel with FDA discussions, Aardvark plans to unblind the clinical data accumulated to date for ARD-101 to assess the full efficacy and safety profile and inform next steps. As of late February, 87 patients have been dosed in the two trials, the company said.ARD-101 is an oral small-molecule aimed at addressing hyperphagia—the insatiable hunger characteristic of PWS, a rare genetic disorder. This latest development adds to the uncertainty around the ARD-101 program, which had already seen its late-stage topline results delayed. The company was previously expecting to release topline data in the third quarter of 2026, but scrapped that timeline after the voluntary pause imposed in February. No fresh timeline has been issued so far.The company reported a solid cash position of $91.2 million as of March 31, 2026, which it believes is sufficient to fund operations into mid-2027.<h2 class="st-heading-2">How Did AARD Retail Traders React?</h2>On Stocktwits, retail sentiment around AARD stock stayed within the ‘neutral’ territory while message volume remained at ‘high’ levels.According to data from Koyfin, eight of the 12 analysts covering AARD rate it ‘Buy’ while four rate it ‘Hold.’ The 12-month average price target on the stock is $16.70, representing a potential upside of about 148%.Earlier this week, Bank of America lowered its price target on AARD to $18 from $20 while retaining its ‘Buy’ rating on the stock after the firm released its first quarter report, wherein it said that it will provide further guidance on its ARD-101 and ARD-201 programs in the second quarter. The company placed a voluntary pause on ARD-201 in March, as it is a fixed-dose combination of ARD-101 with a dipeptidyl peptidase-4 (DPP-4) inhibitor being studied for weight loss and weight regain prevention.<a href="https://stocktwits.com/symbol/AARD">AARD stock</a> has fallen 23% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/pzza-stock-rallies-after-hours-on-report-of-largest-us-franchisee-joining-1.5billion-buyout-push/cZXS5XnReSK">PZZA Stock Rallies After Hours On Report Of Largest US Franchisee Joining $1.5B Buyout Push</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In the wake of OWL's redemption restrictions, Senator Elizabeth Warren called for tighter oversight of private credit.

AARD Stock Plummets After Hours As Cardiac Safety Concerns Trigger FDA Hold On Late-stage Program

Aardvark Therapeutics said the FDA’s full clinical hold applies to the ongoing late-stage HERO trial for hyperphagia in PWS patients and the associated open-label extension (OLE) study.

<ul class="summary-bullets"><li>REGENXBIO, however, noted that the U.S. Food and Drug Administration recommended a randomized controlled trial for the drug in recent discussions, raising cash concerns.</li><li>Cash, cash equivalents, and marketable securities stood at $150.5 million at Q1-end, which the firm expects to be sufficient to fund its operations into early 2027.</li><li>Both Q1 revenue and earnings fell short of Wall Street expectations on Thursday.</li></ul>Shares of REGENXBIO Inc. (RGNX) dropped 37% on Thursday after the company reported disappointing first-quarter 2026 (Q1) financial results that overshadowed positive pivotal late-stage trial data for its lead Duchenne muscular dystrophy candidate RGX-202.The stock is on track for its worst day ever, if losses hold.<h2 class="st-heading-2">RGNX’s Q1 Earnings</h2>The company reported that revenue for the three months ended March 31 plunged to $6.4 million from $89.0 million a year earlier, and below an analyst estimate of $25.25 million. The steep decline was driven by the absence of a $70 million upfront license payment recognized in Q1 2025 under the Nippon Shinyaku collaboration and lower royalties from Novartis’ ZOLGENSMA after U.S. patent expiration in January 2026.REGENXBIO swung to a net loss of $90.1 million, or $1.72 per share, compared with net income of $6.1 million, or $0.12 per share, in the prior-year quarter. Wall Street, on average, had estimated a loss of only $1.3/ share.Cash, cash equivalents, and marketable securities stood at $150.5 million at quarter-end, which the firm expects to be sufficient to fund its operations into early 2027.<h2 class="st-heading-2">DMD Trial Readout</h2>In a separate announcement, REGENXBIO reported strong results from its main late-stage trial of RGX-202 for Duchenne muscular dystrophy. Duchenne muscular dystrophy (DMD) is a severe, progressive genetic disorder characterized by muscle degeneration and weakness, primarily affecting young boys.The study met its main goal. Ninety-three percent of patients produced high levels of the needed muscle protein after 12 weeks, averaging 71%.One-year data from some patients showed meaningful improvements in movement and muscle function compared to untreated boys. The treatment was generally safe, with two serious side effects that resolved, Regenxbio said.The results support plans for an accelerated approval filing and subsequent launch in 2027, the firm said. REGENXBIO, however, noted that the U.S. Food and Drug Administration recommended a randomized controlled trial for the drug in recent discussions, which could add uncertainty to the timeline, though the company remains optimistic and plans further FDA discussions.<h2 class="st-heading-2"> How Did RGNX Retail Traders React?</h2>On Stocktwits, retail sentiment around RGNX stock increased from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume increased from ‘high’ to ‘extremely high’ levels.A Stocktwits user expressed hopes for the stock recovering after the “overreaction.” The user sees the company’s market cap touching $1 billion in time, up from its current near $330 million market cap now.<stembedurl>https://www.stocktwits.com/buymoremakemore/message/653352403</stembedurl>Another user expressed hopes for Novartis buying the company.<stembedurl>https://www.stocktwits.com/murphylaw/message/653377645</stembedurl>Another user highlighted that the company doesn’t seem to have enough cash to conduct another trial if the FDA insists.<stembedurl>https://www.stocktwits.com/Find_the_Cure/message/653359896</stembedurl><a href="https://stocktwits.com/symbol/RGNX">RGNX stock</a> has fallen by about 23% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/ivvd-stock-fell-today-but-this-analyst-sees-730-percent-upside/cZX1UFNReSa">IVVD Stock Tanks 19% Today – But This Analyst Believes It Has A Potential Upside Of Over 730%</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Regenxbio logo is displayed on the screen of a smart tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

RGNX Stock On Track For Worst Day Ever As Big Q1 Loss, Cash Concerns Eclipse Duchenne Trial Success  

REGENXBIO on Thursday reported strong results from its main late-stage trial of RGX-202 for Duchenne muscular dystrophy.

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