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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weak fourth-quarter outlook, citing PC-market softness and manufacturing constraints, overshadowed its quarterly results and prompted analyst downgrades, driving a sharp selloff. Traders are divided between calling the drop an overreaction and buying the dip, versus expecting further declines as the turnaround remains uncertain.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is drawing attention after shares sold off sharply despite a strong earnings beat, higher guidance and a planned 8-for-1 split, amid weakness across tech and memory stocks. Bulls call the drop an overreaction and point to AI-storage demand, while bears cite slowing growth and the risk that memory prices have peaked.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits sharp selloff followed a strong quarterly report but softer forward guidance, missed user-growth expectations, and managements warning that Google search referrals are declining; traders also worry that a planned logged-in experience could further limit traffic. The community is split between fears that AI-driven search changes and login restrictions threaten growth, and buyers who view the drop as an overreaction to a still-profitable business.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly earnings miss and heavy AI infrastructure spending, which drove concerns about cash flow and whether the investment will earn adequate returns, overshadowed accelerating AWS growth. Traders debated whether the selloff was overdone: many bought the dip and highlighted AWS, while others remained bearish over rising capex and uncertain AI payback; shares also staged a notable rebound.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a broad tech selloff, as Amazons heavy AI spending and cash-burn concerns and Intels weak outlook intensify doubts about the payoff from AI investment. Traders are divided between expecting further downside and seeing the sharp decline as an oversold dip-buying opportunity.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

DaVitas preliminary reimbursement outlook, which points to a significant decline in DefenCaths contribution after the first quarter of 2027, has raised concerns about CorMedixs sales outlook. Those worries are compounded by Fresenius real-world data showing no significant difference in infection outcomes versus ClearGuard; traders debate whether the findings threaten DefenCaths adoption or are too preliminary to undermine its case.

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

TGTX is drawing attention after a sharp rally and breakout, with traders speculating about a possible buyout and short covering; some connect the takeover talk to Novartiss weaker BTK results, but no deal is confirmed. Others point to upcoming earnings and BRIUMVIs growth and subcutaneous-development prospects as reasons for optimism, while debating whether the move reflects fundamentals or takeover hopes.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff, led by Intels weak outlook and concerns about PC demand and tech earnings, is driving attention to SOXL; the funds 3x leverage has amplified the decline. Traders are divided between expecting further losses and buying the dip, with some arguing the AI-chip growth outlook remains intact.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is drawing attention after a sharp selloff alongside AI and optical-infrastructure stocks, with traders citing broader sector weakness and concerns about dilution, capital needs, and customer concentration rather than a clear company-specific catalyst. Bulls point to ongoing data-center optics demand and upcoming earnings, while bears worry the decline may continue.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPY is under pressure as weak Amazon and Intel resultsalong with concerns about the cost and payoff of AI spendingfed a broader tech-led selloff. Traders are divided between expecting further declines and looking for a technical bounce, with volatility and stop-outs prominent in the discussion.

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Can Zenkuda's Multi-Indication Potential Drive KOD Stock Higher?

Kodiak's Zenkuda shows promise across three retinal diseases, with positive phase III data and a planned 2026 regulatory filing.

Kodiak Sciences to Present Clinical Data Across All Three Late-Stage Programs at AAO 2026

Kodiak Sciences to Present Clinical Data Across All Three Late-Stage Programs at AAO 2026 Kodiak Sciences to Present Clinical Data Across All Three Late-Stage Programs at AAO 2026PR NewswirePALO ALTO, Calif., Oct. 7, 2026First scientific presentation of Phase 3 DAYBREAK results for Zenkuda and...

Top 3 Health Care Stocks That May Collapse In Q4

Three healthcare stocksQuantum-Si, Kodiak Sciences and Iovanceshow overbought RSI readings above 80, warning momentum-focused investors.read more...

OCUL Stock On Track For Worst Week In 2.5 Years As Rivals Raise The Bar In Wet AMD

Equity

OCUL stock selloff began on Monday after Kodiak Sciences and 4D Molecular posted updates from clinical trials of their eye-disease drugs. 


KOD Stock Soars 178% on Positive Wet AMD Data as BLA Filing Nears

Kodiak surges 178% as positive phase III DAYBREAK data show Zenkuda and tabirafusp-ted met key endpoints against Eylea.

Nasdaq Futures Tread Water After Monday Rout: MU, NVTS, NVO, KOD, SMMT, ASTS Stocks In Focus

On Stocktwits, retail sentiment toward SPY and QQQ stayed ‘bullish.’ 


Why Did KOD, RGEN, BIIB Stocks Rise To 52-Week Highs?

Shares of Kodiak Sciences, Repligen, and Biogen surged to annual highs amid positive company catalysts.

Dow, S&P 500, Nasdaq Futures Fall Amid Rising Bond Yields, AI Concerns: KOD, SMMT, CLF, VKTX Stocks In Focus

U.S. stock markets were rattled by rising Treasury yields even as oil prices surged and additional concerns about the artificial intelligence sector weighed on investor sentiment. 

Why Kodiak Sciences Skyrocketed Today

Key PointsZenkuda and KSI-501 achieved their primary goals in a Phase 3 study...

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

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

Kodiak Sciences, Inc. is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of therapeutics for retinal diseases. Its product pipeline includes KSI-301 for wet AMD, KSI-301 for diabetic eye disease, KSI-501 for DME and uveitis, KSI-201 for resistant wet AMD, and KSI-401 for dry AMD. The company was founded by Stephen A. Charles and Victor Perlroth in 2009 and is headquartered in Palo Alto, CA.

Kodiak Sciences Inc

Bullish Sentiment

<ul class="summary-bullets"><li><a class="mention" data-mention="$OCUL" data-symbol-id="OCUL" href="https://stocktwits.com/symbol/OCUL" target="_blank">OCUL</a> stock closed down 22% on Monday and continued to drop on Wednesday and Thursday.&nbsp;</li><li>The current popular treatment for Wet AMD is Regeneron’s Eylea.&nbsp;</li><li>Ocular still plans to file for approval of AXPAXLI in the fourth quarter of 2026.&nbsp;</li></ul>Shares of Ocular Therapeutix Inc (<a class="mention" data-mention="$OCUL" data-symbol-id="OCUL" href="https://stocktwits.com/symbol/OCUL" target="_blank">OCUL</a>) fell 5% on Thursday and are on track for their worst week since April 2024, after two rivals posted positive updates in the crowded market for longer-lasting eye injections.The stock closed down 21% on Monday and continued to drop on Wednesday and Thursday after a brief 3% recovery on Tuesday, as competitors posted positive clinical updates that weighed on optimism around Ocular’s lead drug, AXPAXLI, aimed at treating Wet age-related macular degeneration. &nbsp;<h2 class="st-heading-2">KOD, FDMT Raise The Durability Bar</h2>Wet AMD is a form of vision loss driven by leaky blood vessels under the retina. The standard drug, Regeneron’s Eylea, works, but patients need repeated injections into the eye. The race is on to see how long a dose can last.Kodiak Sciences said earlier this week that its late-stage DAYBREAK study met its main goals. Two experimental drugs, Zenkuda and tabirafusp-ted, matched Eylea on vision after one year in patients who had not been treated before. Researchers measured vision as the change in how many letters a patient could read. Kodiak also said 54% of Zenkuda patients were on a six-month schedule at one year, under strict rules that called for a new shot if any fluid showed up on a scan. The company reported no cases of inflammation inside the eye with Zenkuda and a cataract rate of 0.5%, versus 0.9% with Eylea. It plans to file Zenkuda with the FDA in the fourth quarter. Kodiak shares more than doubled on the update on Monday and are up 160% so far this week.4D Molecular Therapeutics, meanwhile, said the first patients had entered 4SIGHT, a late-stage trial of its one-time gene therapy, 4D-150, in diabetic macular edema, a related disease. Updated two-year data from an earlier study showed lasting gains in vision and retinal swelling, and fewer extra shots than standard Eylea dosing, the company said. 4D-150 is already in late-stage testing for wet AMD.<h2 class="st-heading-2">Ocular’s Own Path Is Unchanged</h2>Ocular’s lead drug, AXPAXLI, is a dissolving implant that slowly releases axitinib inside the eye, aiming for months of control from a single shot. A late-stage study met its main goal in February, and a mid-September meeting with the FDA was described as positive. The company still plans to file in the fourth quarter of 2026, with a possible launch in 2027.RBC Capital Markets analyst Lisa Walter called Monday’s drop overdone, arguing the valuation does not reflect a drug that could reach about $1 billion in sales a few years after launch, and said Ocular still has the best-positioned long-acting treatment, according to a report from Investing.com.<h2 class="st-heading-2">How Did <a class="mention" data-mention="$OCUL" data-symbol-id="OCUL" href="https://stocktwits.com/symbol/OCUL" target="_blank">OCUL</a> Retail Traders React?</h2>On Stocktwits, retail sentiment around <a class="mention" data-mention="$OCUL" data-symbol-id="OCUL" href="https://stocktwits.com/symbol/OCUL" target="_blank">OCUL</a> stock stayed in ‘extremely bullish’ territory over the past 24 hours, while message volume remained ‘extremely high.’A Stocktwits user said that the company must be valued at about $6 billion. <a class="mention" data-mention="$OCUL" data-symbol-id="OCUL" href="https://stocktwits.com/symbol/OCUL" target="_blank">OCUL</a> is currently valued at about $1.6 billion<stembedurl>https://stocktwits.com/Kylea1/message/665562045</stembedurl>Another user opined that the selloff might increase the chances of a buyout, given the company is a “steal” at its current valuation compared with Kodiak’s market valuation of $6.19 billion.<stembedurl>https://stocktwits.com/dhowe888/message/665561130</stembedurl><a class="mention" data-mention="$OCUL" data-symbol-id="OCUL" href="https://stocktwits.com/symbol/OCUL" target="_blank">OCUL</a> stock has dropped 40% year-to-date.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/nktr-stock-eyes-worst-day-in-over-3-years-on-rezpeg-data-william-blair-still-sees-a-durability-edge/cZD0hlzRB0g">NKTR Stock Eyes Worst Day In Over 3 Years On Rezpeg Data: William Blair Still Sees A Durability Edge</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

OCUL stock selloff began on Monday after Kodiak Sciences and 4D Molecular posted updates from clinical trials of their eye-disease drugs. 

4D Molecular Therapeutics Inc

Ocular Therapeutix Inc

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$97.81
Prev Close	$100.40
Open	$99.69
Dividend Yield	0.00%
50-Day Moving Average	$62.54
Beta	1.85
Avg. Volume	3.1M
PE Ratio	-23.94

52-Week High	$104.00
52-Week Low	$15.83
Market Capitalization	$6.31B
EPS (Annual)	-$4.32
Price to Book	103.25
Revenue Per Employee	$0.00

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