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Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

GLXY is trending as investors eagerly anticipate upcoming earnings, with speculation around potential catalysts like ERCOT approval and updates on the Helios data center project. Bullish sentiment is fueled by a recent $460 million strategic investment, and community members are closely watching for news around GalaxyOne and AI/crypto developments. Despite some concerns about dilution and market volatility, many express confidence in the company's long-term prospects and strategic positioning in both the crypto and AI infrastructure sectors.

Grayscale Bitcoin Mini Trust ETF - Common units of fractional undivided beneficial interest

Grayscale Bitcoin Mini Trust ETF

Grayscale Bitcoin Mini Trust ETF is trending as traders discuss a potential surge in 'Cutie' coin, with community members highlighting its growing popularity and potential for high returns. Broader market conversations also touch on Bitcoin's performance and potential regulation. Some users suggest cross-posting of $CUTIE is turning the BTC ETF into the #1 trending ticker on Stocktwits 'on accident'.

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

Apple Inc

Apple is trending as it nears all-time highs amidst positive analyst sentiment and reports of strong iPhone 17 sales, particularly in China and the US. The community is discussing whether this momentum can be sustained, with some pointing to the potential for a breakout while others caution against an overextended rally, in addition to the new Formula 1 deal and the potential effect on Apple TV+.

Storing value in digital art. Project launched by famous Korean artist with 144k instagram followers and millions of interactions. Created a token behind his digital art character ‘CUTIE’. The crypto community on X decided to support the artist by sharing his work to wider audiences. The artist is affiliated with some renowned names that have established and successful projects in the crypto space such as the artist behind $nub the silly nub cat.

Cute Style

$CUTIE is trending as community members highlight its availability on Phantom Wallet and potential for significant gains. The coin is being touted for its 'cute' appeal and strong chart, with many urging others to buy now before a potential surge. Community members emphasize the coin's momentum and the potential for it to become a popular 'gem'.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SOFI is trending as traders anticipate strong earnings and discuss the potential impact of upcoming catalysts like rate cuts and the addition of crypto trading. Community members are speculating on price targets, with some drawing comparisons to similar breakout moves seen in other fintech stocks. Overall, there's a bullish sentiment fueled by positive company developments and anticipation for future growth.

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 trending due to a mix of factors, including discussions around AI infrastructure, competition, and geopolitical influences. The community is actively debating the impact of potential competitors offering energy-efficient solutions and analyzing reports about trade dynamics with China. Speculation around partnerships and the company's valuation also contribute to the ongoing conversation.

GSI Technology, Inc. engages in the design, development and marketing of memory products primarily for the networking, and telecommunications markets. Its product includes Static Random Access Memory, or SRAM, which incorporated in networking and telecommunications equipment, such as routers, switches, wide area network infrastructure equipment, wireless base stations and network access equipment. It also offers services to the ongoing needs of the military, industrial, test and measurement equipment, automotive and medical markets for SRAMs .The company was founded by Lee-Lean Shu and Robert Yau in March 1995 and is headquartered in Sunnyvale, CA.

GSI Technology Inc

GSIT is trending due to a Cornell University study validating its AI APU chip, which reportedly delivers GPU-class performance with significantly lower energy consumption, sparking discussions about potential market disruption and buyout scenarios. The community is focused on the implications of this technology and its potential to compete with major players in the AI and GPU market, especially regarding power efficiency. Some traders are pointing to the company's low float and previous run-ups as further catalysts for potential gains.

Tecogen, Inc. engages in the production of commercial and industrial, natural-gas-fueled engine-driven, and combined heat and power (CHP) products. It operates through the Products, Services, and Energy Production segments. The Products segment designs, manufactures, and retails industrial and commercial cogeneration systems. The Services segment installs and maintains the cogeneration systems. The Energy Production segment sells energy in the form of electricity, heat, hot water, and cooling to customers under long-term sales agreements. The company was founded by George N. Hatsopoulos and John N. Hatsopoulos in 1987 and is headquartered in North Billerica, MA.

Tecogen Inc

Tecogen ($TGEN) is trending due to its potential role in cooling AI data centers, particularly with the rise of high-density 800 VDC architecture. Community interest is focused on a prior Letter of Intent with Vertiv ($VRT) and the potential for future contracts related to natural-gas-powered chillers that can alleviate strain on electrical grids. Some are also discussing the company's financials, recent stock offerings, and potential for uplisting.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending amid discussions about its growing role in AI, particularly following news of a major partnership with OpenAI for custom AI chips and networking technology. The community is highlighting Broadcom's diversified business and potential to outperform competitors like Nvidia. Analysts are also weighing in, with many reiterating buy ratings and raising price targets, citing strong demand for Broadcom's AI accelerators and networking solutions.

Grab Holdings Ltd. engages in the provision of millions of people each day to access its driver- and merchant-partners to order food or groceries, send packages, hail a ride or taxi, pay for online purchases or access services such as lending, insurance, wealth management and telemedicine, all through a single “everyday everything” app. The firm operates in food deliveries and mobility and by TPV in the e-wallets segment of financial services in Southeast Asia. It operates across the deliveries, mobility and digital financial services sectors in eight countries namely: Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand and Vietnam. The company was founded by Anthony Tan Ping Yeow and Tan Hooi Ling in 2012 and is headquartered in Singapore.

Grab Holdings Limited - Ordinary Shares - Class A

Grab Holdings Limited

GRAB is trending as investors discuss its potential S&P 500 inclusion following consecutive profitable quarters, a BofA price target increase, and a partnership with OpenAI. Community members are noting bullish chart patterns and discussing accumulation strategies, with some funds increasing their positions. Investors are also discussing the company's strong cash position, growth, and potential benefits from recovering tourism in Southeast Asia.

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 If the AI Bubble Bursts, Here Are Some Defensive ETFs to Consider 

As AI-fueled gains spark bubble warnings, investors are eyeing defensive ETFs in consumer staples, utilities and healthcare for safety. 

The Trump administration said it isn’t planning to impose tariffs on generic drugs, easing months of debate over levies on most U.S.-dispensed medicines.Officials have been weighing the duties under Section 232 of the Trade Expansion Act, which allows tariffs tied to national security concerns. Trump had earlier proposed 100% tariffs on name-brand drugs starting Oct. 1 but excluded generics and later delayed the move for further talks, The Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/health/pharma/trump-generic-prescription-drug-tariffs-3029e024?mod=hp_lead_pos2">reported</a>.“The administration is not actively discussing imposing Section 232 tariffs against generic pharmaceuticals,” said White House spokesman Kush Desai. The Commerce Department, which is leading the investigation, also stated that tariffs on generics aren’t expected.The decision, which could still change, narrows the Commerce Department’s investigation that initially covered both branded and generic drugs. It marks a reversal of Trump’s 2023 campaign pledge to restore U.S. production of all essential medicines.Opponents within the administration, including members of the Domestic Policy Council and healthcare adviser Theo Merkel, reportedly warned that tariffs on generics could raise prices and cause shortages. They argued that low-cost production in countries like India, which is the source of nearly half of U.S. generics, would make tariffs ineffective.Meanwhile, Commerce Department officials have called for tariffs or quotas to stimulate domestic manufacturing and cut dependence on foreign suppliers in the wake of pandemic-era supply chain disruptions. Protectionists have also described foreign reliance on generics as a national security vulnerability and argued that tariffs, combined with government assistance, could make U.S. production profitable.Desai said there was “no daylight or disagreement” between the White House and Commerce Department on the issue.The debate underscores Trump’s challenge in reshoring industries deemed vital to national security. While the administration wants to spur U.S. output of antibiotics and other everyday drugs, U.S. Trade Representative Jamieson Greer recently said officials are still assessing how best to apply “economic tools” to generics, which are mostly tariff-free.The decision could anger GOP protectionists such as Sen. Rick Scott, who urged tariffs on both branded and generic drugs. Meanwhile, officials are reportedly exploring executive actions such as federal grants or loans to boost domestic generic-drug manufacturing, potentially funded by money from foreign partners like Japan under recent tariff agreements.Desai said the administration is pursuing “a nuanced and multi-faceted approach to onshore manufacturing of generic pharmaceuticals” to avoid future dependence like that seen during the Covid era.On Stocktwits, retail sentiment for the Health Care Select Sector SPDR Fund (XLV) was ‘extremely bullish’, while sentiment for the iShares Global Healthcare ETF (IXJ) was ‘bullish’, with both seeing ‘high’ message volume.So far this year,&nbsp;<a href="https://stocktwits.com/symbol/XLV">XLV</a> is up 6.4% so far this year, while&nbsp;<a href="https://stocktwits.com/symbol/IXJ">IXJ</a> has gained 8.5%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump announces a deal with Pfizer to lower Medicaid drug prices in the Oval Office of the White House on September 30, 2025.  (Photo by Win McNamee/Getty Images)

Trump Walks Back Plan To Slap Tariffs On Generic Drugs After White House Clash Over Prices, Supply Risks: Report

The administration is now exploring alternative measures, such as federal grants or loans, to encourage the domestic production of critical generic drugs, aiming to reduce reliance on foreign suppliers, including India.

Equity

Unlocking Cures: How AI is Reshaping Cancer Research & Healthcare ETFs?

AI's growing role in cancer research, and a new federal push for pediatric oncology, are powering gains in key healthcare ETFs. 

U.S. President Donald Trump’s campaign pollster reportedly briefed Republican congressional staff on Wednesday about survey results showing strong bipartisan support for routine childhood vaccines, even among Trump supporters.The Fabrizio Ward poll found deep partisan divisions over COVID-19 shots, but broad backing for measles and hepatitis B immunizations, Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-04/trump-pollster-briefed-republicans-on-support-for-vaccines">reported</a>, citing people familiar with the meeting.&nbsp;Just 22% of surveyed Trump voters said the COVID-19 vaccine was important, compared with 77% for measles and 69% for hepatitis B. By contrast, at least 90% of Kamala Harris supporters backed all three vaccines.&nbsp;The national poll of 1,000 voters, dated Aug. 26, did not specify its sponsor.The briefing came one day before Health and Human Services Secretary Robert F. Kennedy Jr. is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cdc-turmoil-escalates-kennedy-to-testify-in-senate-after-director-fired-senior-officials-quit/chtRCdURdZ4">scheduled to testify</a> before the Senate Finance Committee on Thursday on Trump’s healthcare agenda.&nbsp;Chairman Mike Crapo said the hearing will review the department’s “Make America Healthy Again” initiatives to date and future plans.Kennedy faces mounting criticism over his overhaul of federal vaccine policy, including the firing of CDC Director Susan Monarez and dismissal of the entire CDC vaccine advisory panel.&nbsp;More than 20 medical groups and over 1,000 current and former HHS employees have called on him to resign, while California, Oregon and Washington have formed a new health alliance to issue independent vaccine recommendations.&nbsp;He is now apparently weighing seven new members for the reconstituted CDC vaccine panel, which is expected to vote on hepatitis B and other shots later this month.On Stocktwits, retail sentiment for the Health Care Select Sector SPDR Fund (XLV) was described as ‘extremely bearish’ with ‘low’ message volume, while sentiment for the iShares Global Healthcare ETF (IXJ) was ‘neutral’ with ‘normal’ message volume.So far this year,&nbsp;<a href="https://stocktwits.com/symbol/XLV">XLV</a> is up 0.4% while&nbsp;<a href="https://stocktwits.com/symbol/IXJ">IXJ</a> has gained 2.8%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

So far this year, XLV is up 0.4% while IXJ has gained 2.8%. (Photo credit: Getty Images)

Trump Pollster Quietly Tells Republicans: Voters Still Trust Childhood Vaccines, Doubt COVID Shots

The Fabrizio Ward survey of 1,000 voters found 77% of Trump supporters back measles shots and 69% support hepatitis B, while at least 90% of Kamala Harris voters backed all three vaccines.

More than 20 health groups and medical associations urged U.S. Health Secretary Robert F. Kennedy Jr. to resign on Wednesday, warning that his sweeping changes to vaccine policy and recent moves at the Centers for Disease Control and Prevention (CDC) threaten decades of medical progress.The joint statement followed criticism from multiple former CDC directors under both Republican and Democratic administrations, who said Kennedy’s actions, which culminated in&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cdc-chief-susan-monarez-pushed-out-after-weeks-on-job-as-rfk-jr-overhauls-agency-she-s-fighting-back/chsCsP4Rdli">last week’s firing of CDC Director Susan Monarez</a>, are putting public health at risk, Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/healthcare-pharmaceuticals/medical-groups-call-us-health-secretary-kennedy-step-down-2025-09-03/">reported</a>.“Our country needs leadership that will promote open, honest dialogue, not disregard decades of lifesaving science, spread misinformation, reverse medical progress and decimate programs that keep us safe,” the groups said. “We are gravely concerned that American people will needlessly suffer and die as a result of policies that turn away from sound interventions.”The letter was signed by the Infectious Diseases Society of America, the American Academy of Allergy, Asthma &amp; Immunology, the American Public Health Association and the American Association of Immunologists.&nbsp;Over 1,000 current and former employees of the Health and Human Services Department sent an open letter demanding that Kennedy either resign or be fired.State-Level ResponsesAmid the federal shake-up, states have&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/healthcare-pharmaceuticals/california-oregon-washington-form-health-alliance-amid-federal-vaccine-tensions-2025-09-03/">begun to chart their own paths</a> on immunization policy. California, Oregon and Washington on Wednesday announced the formation of the West Coast Health Alliance, which will issue unified vaccine recommendations guided by national medical associations, even if they diverge from federal guidance.An alternative standard to the one set by the federal government could cause confusion among providers and patients, health experts warned, but state officials said they acted to prevent disruption to fall vaccination campaigns.&nbsp;Erica Pan, California’s state public health officer, said, “The dismantling of public health and dismissal of experienced and respected health leaders and advisors, along with the lack of using science, data and evidence to improve our nation’s health, are placing lives at risk.”Meanwhile, Florida announced plans to end all state vaccine mandates, including requirements for schoolchildren, marking another sign of growing divisions over immunization policy across the country.A spokesperson for the Department of Health and Human Services sought to reassure providers, saying: “ACIP remains the scientific body guiding immunization recommendations in this country, and HHS will ensure policy is based on rigorous evidence and Gold Standard Science, not the failed politics of the pandemic.”Policy Overhaul And FiringsSince taking office, Kennedy has withdrawn federal recommendations for COVID-19 vaccination in pregnant women and healthy children, and in June, he dismissed all 17 members of the CDC’s expert vaccine advisory panel, the Advisory Committee on Immunization Practices (ACIP), replacing them with hand-picked advisers, including fellow vaccine skeptics. The move raised concerns over compromising the panel’s independence.Monarez, who was sworn in less than a month before her dismissal, said through a spokesperson that she was asked to rubber-stamp policy changes and resisted. Her firing triggered the resignation of four top CDC officials, citing pressure to support anti-vaccine positions advanced by Kennedy.In a social media post on Wednesday, Kennedy defended his decisions, saying his mission was “to restore the CDC’s focus on infectious disease” and “rebuild trust through transparency and competence.”New ACIP PanelKennedy has reportedly selected seven new members for the ACIP, which advises on vaccine use after FDA approval and whose recommendations shape insurance coverage, Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/healthcare-pharmaceuticals/kennedy-picks-seven-new-members-us-cdc-vaccine-panel-document-shows-2025-09-04/">reported</a>, citing an internal CDC document.Among the names listed is Raymond Pollak, a semi-retired transplant surgeon with a background in immunology, who confirmed he is under consideration. Others include Joseph Fraiman, an emergency medicine specialist; John Gaitanis, a pediatric neurologist; Catherine Stein, an epidemiology professor; Hillary Blackburn, a pharmacist; Evelyn Griffin, an obstetrician-gynecologist; and Kirk Milhoan, a pediatric cardiologist.The group is expected to convene on Sept. 18, with votes scheduled on vaccines for hepatitis B, measles-mumps-rubella-varicella, and respiratory syncytial virus, according to the Federal Register.&nbsp;Normally, the CDC director has final approval of ACIP recommendations, but Monarez’s removal leaves that process uncertain.On Stocktwits, retail sentiment for the Health Care Select Sector SPDR Fund (XLV) was described as ‘extremely bearish’ with ‘low’ message volume, while sentiment for the iShares Global Healthcare ETF (IXJ) was ‘neutral’ with ‘normal’ message volume.So far this year,&nbsp;<a href="https://stocktwits.com/symbol/XLV">XLV</a> is up 0.4% while&nbsp;<a href="https://stocktwits.com/symbol/IXJ">IXJ</a> has gained 2.8%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Health and Human Services Secretary Robert F. Kennedy Jr. speaks during a cabinet meeting with U.S. President Donald Trump on August 26, 2025 in Washington, DC. (Photo by Chip Somodevilla/Getty Images)

CDC In Crisis: Kennedy Pressured To Quit As States Revolt Over Vaccine Board Shake-Up

Medical groups and more than 1,000 health officials have urged Robert F. Kennedy Jr. to resign, warning his vaccine policies are putting public health at risk. 

A White House decision on the results of its national security probe into pharmaceutical imports and planned sector-specific U.S. tariffs is reportedly weeks away, later than initially expected, as the White House focuses on other priorities.Commerce Secretary Howard Lutnick said in April&nbsp;that the review, launched under Section 232 of the Trade Expansion Act of 1962, would conclude between mid-May and mid-June, Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/healthcare-pharmaceuticals/us-pharma-tariffs-likely-weeks-away-trump-plans-alaska-sources-say-2025-08-13/">reported</a>, citing four sources familiar with the matter.The investigation covers imports ranging from finished prescription drugs to active pharmaceutical ingredients (APIs) and other raw materials, and will form the basis for tariffs that President Donald Trump has said&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-plans-gradual-tariff-hike-on-imported-pharma-to-250-over-18-months-to-boost-us-production/chr1KgrRd2x">could start small and rise to 250</a>%.The delay follows repeated extensions, with Lutnick most recently projecting a completion in mid-August.&nbsp;An announcement before the end of August is reportedly unlikely, with the administration expected to release findings from a separate semiconductor probe first. The U.S.-Russia summit in Alaska on Friday is likely another reason for no immediate action.The pharmaceutical sector has so far been exempt from sweeping Trump-era tariffs but could face new duties unless covered by bilateral trade deals the U.S. has reached with the UK, Japan, South Korea and the European Union, which promise more favorable terms.Trump has said the plan would phase in tariffs to give drugmakers time to shift their manufacturing to the U.S.&nbsp;However, drugmakers have warned that such duties could raise costs and undercut efforts to lower drug prices.On Stocktwits, retail sentiment for the Health Care Select Sector SPDR Fund (XLV) was 'neutral' amid 'low' message volume, while sentiment for the iShares Global Healthcare ETF (IXJ) was 'bearish' with 'extremely low' activity.So far this year,&nbsp;<a href="https://stocktwits.com/symbol/XLV">XLV</a>&nbsp;has fallen 2.3%, while&nbsp;<a href="https://stocktwits.com/symbol/IXJ">IXJ</a>&nbsp;has edged up&nbsp;0.2%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump awaits the arrival of Armenian Prime Minister Nikol Pashinyan at the White House. (Photo by Andrew Harnik/Getty Images)

Trump’s Big Pharma Tariff Call Delayed Again As White House Juggles Trade Battles And Diplomatic Showdowns: Report

The administration is expected to release findings from a separate semiconductor investigation first, with other high-profile events also contributing to the delay.

U.S. President Donald Trump on Tuesday said the U.S. would begin imposing a “small tariff” on pharmaceutical imports, with plans to raise it to 150% within 18 months and ultimately to 250%, in an&nbsp;effort to&nbsp;encourage drugmakers to manufacture domestically.&nbsp;While he did not specify the initial rate, he said the increases would&nbsp;be implemented over time. “In one year, one and a half years maximum, it's going to go to 150% and then it's going to go to 250%,” Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/healthcare-pharmaceuticals/us-initially-impose-small-tariff-pharma-imports-trump-says-2025-08-05/">reported</a>, citing a CNBC interview.The comments follow&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-threatens-200-tariffs-on-drug-imports-says-big-pharma-will-get-some-time-to-get-their-act-together/chFUKjPR5h7">earlier threats from Trump in July</a>, when he told a Cabinet meeting that tariffs on imported pharmaceuticals could rise as high as 200%, though implementation would be delayed by up to 18 months to allow companies time to relocate manufacturing to the U.S.&nbsp;At the time, Commerce Secretary Howard Lutnick stated that final tariff details would be released&nbsp;after the completion of ongoing national security reviews on pharmaceuticals and semiconductors.On Tuesday, Trump also said tariffs on semiconductors and chips will be announced in the “next week or so,” without providing further details. Both sectors remain under investigation as part of a Section 232 national security probe launched in April.Several major pharmaceutical companies have already responded to the tariff push with investment pledges&nbsp;in the U.S. AstraZeneca recently committed $50 billion to expand its American footprint, while Eli Lilly, Johnson &amp; Johnson, and AbbVie have also ramped up domestic operations.Industry groups, however, have pushed back. In July, PhRMA, the sector’s main lobbying group, reiterated its opposition to the tariff plan.&nbsp;“Every dollar spent on tariffs is a dollar that cannot be invested in American manufacturing or the development of future treatments and cures,” said Alex Schriver, PhRMA’s senior vice president of public affairs. He called the policy “counterproductive,” citing long-standing exemptions for medicines due to risks of shortages and cost inflation.Under a current framework agreement between the U.S. and&nbsp;the EU, tariffs on pharmaceuticals and semiconductors are set at zero; however, any hikes following an import investigation would be capped at 15%.On Stocktwits, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/XLV">Health Care Select Sector SPDR Fund (XLV)</a> was 'bullish' with 'high' message volume, while sentiment for the&nbsp;<a href="https://stocktwits.com/symbol/IXJ">iShares Global Healthcare ETF (IXJ)</a> was 'neutral' amid 'low' message volume.While XLV has declined 3.7% so far this year, IXJ fell 1.9% over the same period.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump is visiting his Trump Turnberry golf course, as well as Trump International Golf Links in Aberdeenshire. (Photo by Christopher Furlong/Getty Images)

Trump Plans Gradual Tariff Hike On Imported Pharma To 250% Over 18 Months To Boost US Production

Several drugmakers, including AstraZeneca and Eli Lilly, have already pledged major investments in U.S. manufacturing.

Shares of Moderna (MRNA), Pfizer (PFE), and Sanofi (SNY) drew increased attention on Tuesday as traders reacted to the U.S. government’s move to halt future mRNA vaccine development under the Biomedical Advanced Research and Development Authority (BARDA).&nbsp;Meanwhile, retail sentiment soured on AstraZeneca (AZN) after its vaccine partnership was identified as part of the federal wind-down.The U.S. Department of Health and Human Services (HHS) said that it will terminate or restructure 22 mRNA vaccine-related projects under BARDA, affecting nearly $500 million in funding.&nbsp;The decision follows a review of pandemic-era investments in mRNA technologies and represents a pivot in vaccine development strategy.“We reviewed the science, listened to the experts, and acted,” said HHS Secretary Robert F. Kennedy, Jr.HHS stated that its decision to terminate 22 mRNA vaccine development projects under BARDA was&nbsp;based on scientific data indicating the limited effectiveness of such vaccines in preventing upper respiratory infections, such as COVID-19 and influenza.&nbsp;The agency plans to redirect funding toward alternative vaccine platforms that offer broader protection and remain effective against evolving viruses.The canceled programs include BARDA’s award to Moderna and the University of Texas Medical Branch for an mRNA-based H5N1 avian flu vaccine.&nbsp;Contracts with Emory University and Tiba Biotech are also being terminated.&nbsp;Existing agreements with Luminary Labs, ModeX, and Seqirus, Sanofi’s vaccine subsidiary, are being revised to exclude mRNA components.Several pre-award solicitations have been rejected or canceled, including proposals from Pfizer, Sanofi Pasteur, CSL Seqirus, Gritstone, and others under BARDA’s Rapid Response Partnership Vehicle and VITAL Hub.&nbsp;HHS is also restructuring collaborations with the Department of Defense’s Joint Program Executive Office (JPEO), impacting nucleic acid-based vaccine efforts by AAHI, AstraZeneca, and HDT Bio.While some late-stage contracts, such as those with Arcturus and Amplitude, will be allowed to conclude, HHS said that no new mRNA projects will be initiated under BARDA.&nbsp;Additionally, the department has directed the Global Health Investment Corporation, which manages BARDA Ventures, to stop all equity investments in mRNA technologies.&nbsp;Other uses of mRNA technology within HHS are not impacted by the announcement.“Let me be absolutely clear: HHS supports safe, effective vaccines for every American who wants them. That’s why we’re moving beyond the limitations of mRNA and investing in better solutions,” said Kennedy.On Stocktwits, retail sentiment was&nbsp;<a href="https://stocktwits.com/symbol/MRNA">‘bullish’ for MRNA</a> and&nbsp;<a href="https://stocktwits.com/symbol/SNY">SNY</a>, while&nbsp;<a href="https://stocktwits.com/symbol/PFE">PFE saw ‘extremely bullish’ sentiment</a> with ‘extremely high’ message volume. In contrast,&nbsp;<a href="https://stocktwits.com/symbol/AZN">sentiment turned ‘bearish’ for AZN</a>, with message volume remaining ‘normal’.So far this year, MRNA is down 34.6%, PFE is down 7%, SNY is down 0.7%, while AZN is up 13.1%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

So far this year, MRNA is down 34.6%, PFE is down 7%, SNY is down 0.7%, while AZN is up 13.1%. (Photo credit: Getty Images)

Moderna, Pfizer, Sanofi In Focus As US Winds Down mRNA Vaccine Plans; Retail Turns Bearish On AstraZeneca 

The U.S. health department is canceling or scaling back 22 BARDA-backed mRNA projects worth nearly $500 million, shifting funding toward broader vaccine platforms.

Retail buzz around&nbsp;major pharmaceutical stocks jumped Thursday, with sentiment turning bullish across most major drugmakers, after President Donald Trump called on the industry to cut U.S. prescription prices to match the lowest rates seen in other developed countries.Letters were sent to 17 firms, including AbbVie, Pfizer, Merck, Eli Lilly, and AstraZeneca, calling for a “most-favored-nation” (MFN) pricing model to stop charging Americans more than patients abroad.Trump also addressed Amgen, Boehringer Ingelheim, Bristol Myers Squibb, EMD Serono, Roche unit Genentech, Gilead, GSK, Johnson &amp; Johnson, Novartis, Novo Nordisk, Regeneron, and Sanofi.The letters called on pharmaceutical manufacturers to extend most-favored-nation (MFN) pricing to all Medicaid patients, ensuring that the U.S. government pays no more than the lowest price charged in any other developed country.&nbsp;Companies were also instructed to commit that they would not offer better prices for new drugs to other nations than those made available in the United States.In addition, the administration proposed allowing drugmakers to bypass intermediaries and sell medicines directly to patients, as long as the price does not exceed the best rate offered abroad.&nbsp;The letters also outlined the use of trade policy to support companies in raising prices overseas, on the condition that the additional revenue&nbsp;be reinvested&nbsp;in reducing drug costs for American patients and taxpayers.Additionally, the letters said that if the pharmaceutical companies “refuse to step up,” the federal government “will deploy every tool in our arsenal to protect American families from continued abusive drug pricing practices.”White House press secretary Karoline Leavitt clarified in a press conference that the letters call on drugmakers to take action within the next 60 days with the intent of lowering drug prices.This latest move follows Trump’s May 2025 executive order titled “Delivering Most-Favored-Nation Prescription Drug Pricing to American Patients.” The order kicked off negotiations with the industry, but the administration says the proposals it received didn’t go far enough. With these letters, Trump is pushing for immediate action.The White House has long argued that Americans pay far more for brand-name drugs than people in other developed nations—over three times more on average—even after factoring in manufacturer discounts.&nbsp;Trump has repeatedly said that U.S. consumers are bearing the financial burden of both global drug development and lower prices abroad.“In case after case, our citizens pay massively higher prices than other nations pay for the same exact pill, from the same factory,” Trump said, adding that Americans are “subsidizing socialism abroad” while paying the highest prices at home.On Stocktwits, retail sentiment was ‘extremely bullish’ with ‘extremely high’ message volume for&nbsp;<a href="https://stocktwits.com/symbol/ABBV">AbbVie (ABBV)</a>,&nbsp;<a href="https://stocktwits.com/symbol/BMY">Bristol Myers Squibb (BMY)</a>,&nbsp;<a href="https://stocktwits.com/symbol/NVO">Novo Nordisk (NVO)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/LLY">Eli Lilly (LLY)</a>.&nbsp;<a href="https://stocktwits.com/symbol/SNY">Sanofi (SNY)</a> also drew ‘extremely bullish’ sentiment on ‘high’ volume.&nbsp;<a href="https://stocktwits.com/symbol/GILD">Gilead Sciences (GILD)</a>,&nbsp;<a href="https://stocktwits.com/symbol/PFE">Pfizer (PFE)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/MRK">Merck (MRK)</a> saw ‘bullish’ sentiment with ‘high’ message activity, while&nbsp;<a href="https://stocktwits.com/symbol/AZN">AstraZeneca (AZN)</a> registered ‘neutral’ sentiment despite ‘high’ engagement.So far this year, GILD is up 22.2%, AZN has gained 10.9%, and ABBV is up 5.3%.&nbsp;On the downside, BMY has dropped 23.7%, MRK is down 21.2%, PFE has fallen 12.5%, SNY is down 5.3%, LLY has slipped 4.9%, and NVO has declined 46.2%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Editor's note: A previous version of the story incorrectly stated that Trump sent letters to 18 firms. He wrote to 17 pharma companies.&nbsp;

Trump announced his plan to lower drug prices would tie their cost to drug prices paid in foreign nations. (Photo by Andrew Harnik/Getty Images)

Trump Turns Up Heat On Big Pharma CEOs To Slash Drug Prices Within 60 Days — But Retail Traders Don't Flinch

The letters laid out specific demands, including matching the lowest global prices for Medicaid patients and ending preferential pricing abroad, while warning that failure to comply would trigger federal action.

U.S. President Donald Trump reportedly ordered the removal of Vinay Prasad as director of the FDA’s Center for Biologics Evaluation and Research (CBER), overriding opposition from Health Secretary Robert F. Kennedy Jr. and FDA Commissioner Marty Makary.One of the four sources who spoke to&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.politico.com/news/2025/07/30/white-house-drove-prasad-firing-despite-rfk-jr-makary-concerns-00485972">Politico</a> expressed concern over the move, saying, “I worry now RFK will get hardcore anti-vaxxers in there.”Prasad had held the role for about three months and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fda-official-who-halted-sarepta-s-gene-therapy-resigns-amid-backlash-over-access-to-duchenne-treatment/choQYmjR5yz">faced criticism</a> after he and Makary requested that Sarepta Therapeutics pause shipments of Elevidys, the FDA-approved gene therapy for Duchenne muscular dystrophy, following three reported patient deaths, including two of which were linked to liver failure.&nbsp;The request drew backlash from some patient advocacy groups and conservative figures.Sen. Ron Johnson&nbsp;(R-WI) reportedly raised concerns with Kennedy about the FDA’s handling of Elevidys, which led to a call with Makary. Johnson said he also texted Trump directly on Monday morning: “The Duchenne muscular dystrophy community is very concerned about some recent actions the FDA took, I just thought he ought to be aware of it.”Following Prasad’s removal, Makary named George Tidmarsh as acting CBER director.&nbsp;The Trump administration is reportedly considering splitting CBER into two separate bodies: one focused on vaccines, and another on therapeutics.Mary Holland, president and CEO of Children’s Health Defense, said in a statement that a qualified public health expert should fill the role. She said that the new candidate must have “a strong commitment to transparency, honest science, and protecting public health over commercial profits.”&nbsp;Sen. Rand Paul (R-Ky), an ally of Makary, expressed disappointment with the decision. “I’ve been a longtime fan of Vinay Prasad,” he said. “Followed him and a lot of his comments on evidence-based science, so I’m disappointed.”Makary had described Prasad as a “genius” who made “tremendous” policy contributions during his short time at the FDA, according to a CNBC interview aired Wednesday.He cited Prasad’s “brutal” commute from California and his desire not to be a “distraction” as reasons for stepping down. “We’re going to continue to talk to him,” Makary said, noting that the agency is seeing “a lot of interest from talented people” for the permanent role.On Stocktwits, retail sentiment was ‘bearish’ for the&nbsp;<a href="https://stocktwits.com/symbol/XLV">Health Care Select Sector SPDR Fund (XLV)</a> and ‘bullish’ for the&nbsp;<a href="https://stocktwits.com/symbol/IXJ">iShares Global Healthcare ETF (IXJ)</a>, with ‘high’ message volume for both.So far this year, XLV is down 2.5%, while IXJ has slipped 0.6%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump walks across the South Lawn of the White House after returning on Marine One. (Photo by Anna Moneymaker/Getty Images)

Trump Overrode RFK Jr. And Makary To Remove FDA Biologics Chief Amid Sarepta Drug Controversy: Report

The Trump administration is reportedly considering a major restructuring of the FDA’s biologics division, potentially splitting it into separate offices for vaccines and therapeutics.

BlackRock Institutional Trust Company N.A. - iShares Global Healthcare ETF

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