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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia shares are under pressure as traders react to the boards investigation into Jensen Huangs admitted affair with a businesswoman reported to have suspected ties to Chinese intelligence, raising concerns about governance, possible information leaks, and Huangs future as CEO. The community is divided between seeing the probe and leadership uncertainty as a serious overhang and treating the controversy as unrelated to Nvidias AI-chip business and a buying opportunity.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is under heavy selling pressure ahead of its Q3 earnings report, with traders speculating about a possible leak while others see the decline as pre-report positioning; a leak is unconfirmed. Bulls point to growth and potential upbeat guidance, while bears worry that the Eli Lilly obesity-drug deal could pressure margins and profitability.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics quarterly revenue beat and higher full-year outlook, driven by BRIUMVI growth, are the main focus; shares saw a sharp post-results dip and recovery, prompting debate over a sell the news reaction versus short-driven volatility. Traders are also watching for Phase 3 results on subcutaneous BRIUMVI as a next potential catalyst.

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iShares Russell 2000 ETF

IWMs sharp rally is drawing attention as small caps outperform, with traders describing a possible low-volume short squeeze and rotation into the Russell 2000. Bulls are chasing calls and citing hopes for easing inflation, while skeptics question the moves strength given reported weak flows and limited volume.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors pending FDA decision on deramiocel for Duchenne muscular dystrophy, focused on the amended upper-limb-function evidence from HOPE-3, is driving attention ahead of the Nov. 22 PDUFA date. Bulls cite the trial data and a letter urging approval from 28 investigators, while skeptics point to FDA scrutiny and the earlier negative advisory-panel vote on the cardiac indication; short-squeeze speculation adds to the debate.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs rally is drawing attention after Oppenheimer upgraded the stock, while Google Clouds use of EPYC processors in its AI infrastructure added a company-specific catalyst. Traders also point to money rotating from Nvidia amid a CEO-related investigation, though some see the move as sentiment-driven and question AMDs valuation.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candels SITC findings on immune activation and viral clearance, alongside its positive Phase 3 prostate-cancer results, are drawing attention as the company prepares a BLA for CAN-2409. Bulls see the data as supportive of the regulatory package, while skeptics question filing and manufacturing execution and warn of a possible sell-the-news reaction.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

A quarterly earnings shortfall and reduced full-year revenue guidance, tied largely to federal Dedrone drone deployments being delayed, have driven a sharp selloff. Traders debate whether the decline overreacts to a timing issue or reflects high valuation and weaker near-term growth, with some buying the dip and others expecting further downside.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk shares are rallying sharply ahead of its Q3 earnings report, with traders speculating about short covering and an earnings leak, though neither explanation is confirmed. The move has fueled hopes for a turnaround, while many investors worry that weak results or guidance could erase the gains.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Agility Robotics Inc.

Agility Robotics Inc. - Ordinary Shares - Class A

Post-merger selling in Agility Robotics is drawing attention, with traders pointing to typical de-SPAC volatility and questioning the companys steep losses, limited revenue, and path to commercial scale. Some remain bullish on humanoid robotics and the companys reported orders, but the discussion is dominated by skepticism about valuation and near-term execution.

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Alphabet Stock Slides on Earnings Woes: ETFs in the Limelight

Alphabet's earnings miss, rising cash burn and soaring AI investments rattle investors. Here are some Alphabet-heavy ETFs to watch.

ETFs in Focus as META Drops 7% Despite Q3 Earnings Beat, Strong View

 Meta Platforms falls despite a Q3 earnings beat, putting the spotlight on four ETFs with heavy META exposure for investors.  

META Stock In Focus: Morningstar Sees 22% Upside As Meta Muse AI Adoption Boosts Confidence Along With Ad Growth 

Equity

Morningstar is positive about Meta’s ad growth and AI adoption despite rising costs and regulatory challenges. 


Skydance CEO David Ellison Outlines 4 Goals For Merger Success, Company Targets $2B In First-Year Synergies

The combined company has roughly $79 billion in debt and aims to reduce leverage to three times within about three years through revenue growth and cost savings.


Berkshire Reshapes Its Stock Portfolio: ETFs in Focus  

Berkshire's latest portfolio moves signal a bigger bet on Alphabet and housing stocks. Here are the ETFs that offer exposure to its top buys.

Disney Stock Rallies on Q3 Earnings Beat: ETFs to Consider

Disney's Q3 earnings spark a stock rally. Here's a closer look at the results and the ETFs with exposure to the entertainment giant.

ETFs to Watch as META Sinks Post Q2 Earnings Miss, Poor Cash Position

Meta Platforms shares fall after mixed Q2 results as cash flow pressure and Reality Labs losses rattle investors. ETFs offer diversified exposure.

Alphabet-Heavy ETFs to Consider as Capex Woes Offset Cloud Strength

Alphabet Q2 earnings beat on strong Cloud growth, but a higher capex outlook weighed on sentiment. Here are some Alphabet-heavy ETFs to watch.
 

Anthropic-Meta AI Deal in the Cards? ETFs in Focus

Anthropic's potential $10B AI computing deal with Meta could boost AI infrastructure demand and lift Meta-focused communication services ETFs like XLC and VOX.

NFLX Stock Slips Premarket: Netflix Could Reportedly Sink Below $70 If Earnings Disappoint, Analyst Warns 

Netflix heads into fiscal second-quarter earnings under pressure. 


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Neutral Sentiment

<ul class="summary-bullets"><li>Morningstar maintained an $850 fair value estimate, citing strong ad growth and 10 million Muse users.&nbsp;</li><li>The analyst suggested Meta could expand beyond advertising by selling AI services to businesses, and renting unused computing power.&nbsp;</li><li>Meta reported Q3 revenue growth of 26% to $64.6 billion, while its adjusted operating margin fell to 35% due to AI costs.&nbsp;</li></ul><p>Meta Platforms Inc. (META) stock is drawing attention after its third-quarter (Q#) earnings as Morningstar maintained its $850 fair value estimate, implying a 22% upside from the stock’s last close. Strong advertising growth and early adoption of Muse AI agents boosted confidence in Meta’s AI strategy, although rising infrastructure spending continues to pressure operating margins.</p><p><a href="https://stocktwits.com/symbol/META">Meta Platforms stock</a> edged 0.7% lower in Thursday’s premarket.&nbsp;&nbsp;</p><h2 class="st-heading-2">AI Tools Could Unlock New Revenue For Meta Platforms</h2><p>Morningstar analyst Malik Ahmed Khan maintained an $850 fair value estimate for Meta, citing the company's advertising performance in third-quarter and early interest in Muse. Meta reported $64.6 billion in revenue in Q3, a 26% year-on-year increase. Its adjusted operating margin fell by five percentage points to 35%, reflecting the growing cost of AI investments. For Q4, management expects revenue to rise between 21% and 27%.</p><p>The tech giant&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-s-muse-hits-over-10-m-users-since-launch-zuckerberg-says-company-gearing-up-to-serve-1-b-people/cZxvrfNRBw2">said</a> its Muse AI agent attracted 10 million users since launch. According to Khan, although the long-term financial contribution remains uncertain, these tools could boost engagement across Meta's platforms and create additional income streams.</p><p>Meta's advertising business recorded a 10% increase in ad impressions and a 14% rise in average pricing. Better content recommendations and advertising technology powered by AI have helped the company deliver more relevant ads and improve advertiser returns, said the analyst.&nbsp;</p><h2 class="st-heading-2">Several Monetization Paths Remain Possible For Meta</h2><p>Beyond advertising, the analyst said Meta could bring in revenue by offering AI capabilities to businesses through enterprise products and application programming interfaces, leasing unused computing capacity to other AI developers, and earning fees from purchases completed through AI agents.&nbsp;</p><p>Morningstar's financial estimates do not yet fully account for potential income from subscriptions, enterprise services or agent-led shopping, leaving room for additional growth if these businesses gain traction.</p><p>Facebook, Instagram, WhatsApp and Messenger give Meta access to billions of monthly users. Its extensive audience and accumulated user data could help improve advertising tools and content recommendations.&nbsp;</p><h2 class="st-heading-2">Risks Facing Meta’s AI Strategy</h2><p>Khan warned that Meta’s costly AI and Reality Labs investments may not deliver profits. Rising expenses could hurt margins, while privacy concerns, platform design and social media’s impact on young users pose legal and regulatory risks.</p><p>However, Morningstar continues to view Meta stock as undervalued relative to its $850 fair value estimate. The analyst expects advertising to remain the primary engine of growth, while AI services and excess computing capacity could contribute additionally to revenue over time.</p><h2 class="st-heading-2">META Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. The stock saw a 390% surge in message volume over the past week with 0.2% gain in watchers.&nbsp;</p><p>META stock has gained over 5% year-to-date.</p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-qs-stock-surging-over-8-percent-overnight/cZxwGU3RBwi">Why Is QS Stock Surging Over 8% Overnight?</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, a person holds a smartphone displaying the logo of Meta Platforms Inc. 

Meta Platforms Inc. (META) stock is drawing attention after its third-quarter (Q#) earnings as Morningstar maintained its $850 fair value estimate, implying a 22% upside from the stock’s last close. Strong advertising growth and early adoption of Muse AI 

META Stock In Focus: Morningstar Sees 22% Upside As Meta Muse AI Adoption Boosts Confidence Along With Ad Growth

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

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

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