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BioNTech SE operates as immunotherapy company, which engages therapies for cancer and other serious diseases. Its product pipeline include BNT162b2, BNT161, BNT164, FixVac, iNeST, RiboMabs, CAR-T Cells, TCRs and Next-Gen CP Immunomodulators. The company was founded by Christopher Huber, Oezlem Tuereci, and Ugur Sahin on June 2, 2008 and is headquartered in Mainz, Germany.

BioNTech SE - ADR

Mixed oncology-trial results are driving attention: traders cite BioNTechs BNT113 setback and modest breast-cancer benefit, while bulls point to other promising pipeline readouts and upcoming updates. Debate also reflects concern over the leadership transition and the time needed to turn the pipeline into commercial products.

Twilio, Inc. engages in the development of communications software, cloud-based platforms, and services. It operates through Twilio Communications and Twilio Segments. The Twilio Communications segment includes the platforms Messaging and Voice. The Twilio Segment involves Segment, Engage, Flex, Email, and others. The company was founded by John Wolthuis, Jeffery G. Lawson, and Evan Cooke in March 2008 and is headquartered in San Francisco, CA.

Twilio Inc - Ordinary Shares Class A

Twilio Inc

Twilios quarterly results beat expectations and lifted its full-year outlook, but a softer next-quarter organic growth forecast signaled deceleration and drove a sharp selloff. Traders are debating whether slowing messaging growth and weaker customer expansion outweigh the strong results, while some see the pullback as a potential bounce opportunity.

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

SCHD is drawing attention as traders discuss a shift from volatile technology and growth stocks toward dividend-paying value and defensive holdings amid market uncertainty. Many point to its recent strength and keep accumulating, while others question its yield and warn that rising Treasury yields or a return to tech could weigh on the fund.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Traders are focused on whether Q3 results will show that oral Wegovy demand and international expansion can offset concerns about Eli Lillys competitive lead in GLP-1 drugs. The community is divided: some see the pill rollout and low valuation as recovery potential, while others remain cautious about Novos execution, management and pipeline; the Hengrui licensing deal also drew debate as a longer-term pipeline move.

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

TG Therapeutics Inc

A sharp breakout to a fresh 52-week high has put TGTX in focus, with traders pointing to BRIUMVIs commercial growth and anticipation of earnings and upcoming subcutaneous data. Buyout and short-squeeze theories are circulating, but remain speculation; others see the rally as momentum ahead of those catalysts.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvanas Q3 report, with record sales and revenue growth but an EPS miss and weaker margins, sparked a sharp rally and renewed short-squeeze speculation; traders are also citing the SECs decision to close its investigation without recommending enforcement. The move has drawn competing views, with bulls focused on growth and squeeze potential while bears question profitability, guidance and valuation.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

A sharp selloff and persistent volatility dominate discussion, with traders pointing to broader weakness in miners and uncertainty over Sangdongs production ramp and near-term cash flows. Some remain bullish on tungsten-market fundamentals and the mines first shipment, while others say the investor-day discussion offered little new detail and are concerned about execution.

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

Regeneron Pharmaceuticals, Inc.

Regenerons strong third-quarter earnings, supported by growth in Dupixent and Eylea HD, sparked a sharp share-price surge and a new 52-week high. Traders are broadly bullish on the breakout, while debating whether the move can hold or will retrace.

Crown Castle, Inc. engages in the business of owning, operating, and leasing shared communications infrastructure. It operates through the following segments: Towers, Fiber, and Other. The Towers segment focuses on providing coverage and capacity for wireless carrier network deployments. The Fiber segment includes communications infrastructure offerings of small cells and fiber solutions. The Other segment is involved in corporate assets such as cash and cash equivalents. The company was founded by Ted B. Miller Jr. and Edward C. Hutcheson Jr. in 1994 and is headquartered in Houston, TX.

Crown Castle Inc

Crown Castle International Corp

Reports that SpaceX is in talks to access at least 80,000 U.S. cell sites, including Crown Castles towers, have focused attention on the prospect of a major new leasing customer. Traders see potential tower revenue upside, while skeptics note that no agreement is signed and question whether SpaceXs wireless plans will translate into meaningful demand.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

A steep selloff in Aehr shares is driving discussion as traders debate whether broader AI and semiconductor weakness, valuation concerns and bearish options flow point to more downside or an oversold setup ahead of earnings. Bulls are watching guidance, backlog and potential AI test-system orders, while skeptics question execution and the companys ability to justify its valuation.

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If You Invested $100 In Linde Stock 20 Years Ago, You Would Have This Much Today

Linde (NASDAQ:LIN) has outperformed the market over the past 20 years by 2.32% on an annualized basis producing an average annual return of 11.19%. Currently, Linde has a market capitalization of $230.99 billion.read more...

LIN Q3 Earnings Call Highlights Restructuring and Growth Outlook

Linde beats Q3 earnings estimates as pricing gains, restructuring and a $7.9B project backlog support growth despite uneven industrial demand and margin pressures.

Linde delivers a good quarter and puts in a fix for an overhang on the stock

Slicing and dicing by end market for Linde's gases also looked solid...

LIN Q3 Earnings Beat Estimates on Higher Americas Pricing & Volumes

Linde's Q3 earnings beat estimates as higher pricing, volume growth and strong electronics demand fueled sales gains, prompting a hike in its 2026 earnings outlook.

Linde (LIN) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for Linde (LIN) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Linde (LIN) Surpasses Q3 Earnings and Revenue Estimates

Linde (LIN) delivered earnings and revenue surprises of +1.55% and +2.45%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Linde Reports Third-Quarter 2026 Results

Linde plc (Nasdaq: LIN) today reported third-quarter 2026 net income of $1,692 million and diluted earnings per share of $3.66, down 12% and 11%, respectively. Excluding Linde AG purchase accounting impacts and cost reduction program and other charges, adjusted net income was $2,122 million, up 7...

Linde Gears Up to Report Q3 Earnings: What's in Store for the Stock?

LIN gears up for Q3 earnings, with higher pricing, resilient end markets and project backlog supporting growth, while inflation and weak APAC demand pose risks.

Flotek Industries (FTK) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Flotek Industries (FTK) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Linde Declares Dividend in Fourth Quarter 2026

Linde plc (Nasdaq: LIN) announced its Board of Directors has declared a quarterly dividend of $1.60 per share. The dividend is payable on December 17, 2026, to shareholders of record on December 3, 2026. About Linde Linde is a leading global industrial gases and engineering company with 2025 sales...

$LIN Q3 &#39;26 Earnings Results &amp; Recap

Linde expects Q4 2026 adjusted diluted EPS of $4.40 to $4.50, up 5% to 7%; FY2026 adjusted diluted EPS of $17.82 to $17.92, up 8% to 9%, assuming favorable currency of 2%.

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Linde Plc.

 Q3 '26 Earnings Results & Recap

Linde expects Q4 2026 adjusted diluted EPS of $4.40 to $4.50, up 5% to 7%; FY2026 adjusted diluted EPS of $17.82 to $17.92, up 8% to 9%, assuming favorable currency of 2%.

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Stocktwits Earnings

Linde expects Q4 2026 adjusted diluted EPS of $4.40 to $4.50, up 5% to 7%; FY2026 adjusted diluted EPS of $17.82 to $17.92, up 8% to 9%, assuming favorable currency of 2%.

Linde's operating margin was 30 basis points lower than the previous year, reported diluted EPS was down 11%, and identified risks include raw-material availability, pricing, and competitive products.

Linde recorded sales growth with higher pricing and volumes, reported higher adjusted EPS and adjusted operating profit, cited robust electronics proposal activity and an $11B project backlog, and generated higher operating cash flow.

Linde Plc is a global industrial gases and engineering company. It designs and builds equipment that produces industrial gases. The company also offers gas production and processing services such as olefin plants, natural gas plants, air separation plants, hydrogen and synthesis gas plants and other types of plants. Its primary products are atmospheric gases and process gases. The company operates through the following reportable segments: Americas, EMEA APAC and Engineering. The Americas segment operates production facilities primarily in the United Sates, Canada, Mexico and Brazil. The EMEA segment has production facilities primarily in Germany, France, Sweden, the Republic of South Africa, and the United Kingdom. The APAC segment has production facilities located primarily in China, Australia, India, South Korea and Thailand. The Engineering segment designs and constructs turnkey process plants for third-party customers as well as for the gases businesses in many locations worldwide. Linde was founded by Carl Paul Gottfried von Lind in 1879 and is headquartered in Woking, the United Kingdom.

Can’t Grab SpaceX IPO Stock? Supplier Behind 70% Of Its Launches May Be 'Low-Risk' Alternative, Says Analyst

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Morningstar says investors chasing SpaceX's record-breaking IPO may be overlooking Linde as a way to benefit from the space boom.</li><li>The brokerage called Linde a "low-risk play" on the space race and noted the company supports 70% of all SpaceX launches.</li><li>The firm believes the SpaceX IPO will shine a spotlight on the rocket-launch supply chain, which has historically been overlooked by investors.</li></ul>As investors rush to gain exposure to SpaceX's blockbuster IPO, an analyst suggests one of the biggest winners from the commercial space boom may not be a space stock at all.Interest in SpaceX's public debut has been exceptionally strong, with demand far outstripping the stock available to investors. The company plans to sell 555.6 million shares at $135 each, raising $75 billion at a valuation of $1.8 trillion.&nbsp;If completed as expected, the offering would eclipse previous IPO records, including Saudi Aramco's landmark listing. Since only 7% of the shares will be available for public trading, investors have been aggressively searching for alternative ways to participate in the IPO.<h2 class="st-heading-2">The Hidden Supplier Behind SpaceX</h2>Morningstar equity analyst Krzysztof Smalec recently highlighted industrial gas giant Linde Plc. (LIN) as a "low-risk play" on the space race, arguing that investors are underestimating the company's exposure to SpaceX's rapidly growing launch activity and Starship ambitions. Linde is SpaceX's primary supplier of liquid oxygen, liquid nitrogen, and other industrial gases used at launch sites in Texas and Florida. The company recently said it supports 70% of SpaceX launches, making it one of the most important suppliers in the rocket maker’s ecosystem."Linde is currently SpaceX's main partner," the analyst said, adding that the company has expanded capacity around SpaceX facilities to support future launch demand. The brokerage also noted that LIN shares trade about 6% below its fair value estimate, calling the stock "an attractive entry point" for investors seeking a lower-risk way to gain exposure to the commercial space boom.Morningstar believes the biggest opportunity lies in SpaceX's transition toward Starship. "We believe Linde is poised to capitalize on SpaceX's ambitious launch cadence plans, as well as its transition from Falcon 9 and Falcon Heavy rockets to more propellant-intensive Starship megarockets," the brokerage said.Linde recently started a new air separation unit in Brownsville, Texas, to support Starship launches from Starbase, while another expansion in Florida is expected to begin operating in 2027.U.K.-based Linde was formed through the merger of Germany's Linde AG and U.S.-based Praxair in 2018. The company has posted steady growth since then, with revenue rising to $34 billion in 2025 from $14.8 billion in 2018, while operating profit increased to $8.9 billion from $5.2 billion. Its market cap currently stands at $235 billion, jumping from just $91 billion after the merger.According to Koyfin consensus estimates, Linde carries a consensus 'Strong Buy' rating from 27 analysts, with an average price target of $545.04, implying a 7% upside from current levels. Analysts currently include 22 'Buy' or 'Strong Buy' ratings, compared with four 'Holds' and one 'Sell.' Currently, LIN trades at 27.9x expected earnings over the next 12 months and 18x forward EBITDA.&nbsp;<img src="https://news.stocktwits-cdn.com/LI_Ns_Financial_Performance_Over_The_Past_Decade_1_jpg_f7e6ba7346.webp" alt="LINs_Financial_Performance_Over_The_Past_Decade (1).jpg"><h2 class="st-heading-2">SpaceX IPO Puts Supply Chain In Focus</h2>Industrial gas firms have supported space launches for decades, but the business has remained a relatively small and often overlooked part of their operations: "We expect the SpaceX IPO to change this, putting a major spotlight on the rocket launch supply chain," Morningstar said.“Although we estimate that the space end market currently accounts for only a low-single-digit percentage of revenue for the three industrial gas firms we cover, we expect it to become a meaningful driver of revenue growth, particularly for Linde&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.morningstar.com/stocks/xnas/lin/quote">LIN</a>, the world’s largest industrial gas producer,” Morningstar added.&nbsp;Morningstar estimates that space-related business currently accounts for only 1% of Linde's revenue, but forecasts that figure could rise to 8% by 2040. "We believe the market underappreciates the upside potential of SpaceX's rapidly increasing launch cadence," Morningstar said.&nbsp;<h2 class="st-heading-2">How Do Retail Traders Feel About SpaceX And LIN?</h2>On Stocktwits, SpaceX drew 'extremely bullish' sentiment with 'extremely high' message volumes, while LIN was rated 'neutral' on 'high' chatter.One user&nbsp;<a href="https://stocktwits.com/Nick1995/message/655910502">said</a>, “<a href="https://stocktwits.com/symbol/LIN">$LIN</a> solid financials, a GREAT technical setup, pricing power for essential forms of energy including those critical to AI, SpaceX’s primary supplier for industrial gas, ~93% institutional ownership leading to a relatively low true retail share float and ever-shrinking count of it due to aggressively significant buybacks this company is poised to break ATHs and run.”<stembedurl>https://stocktwits.com/Nick1995/message/655910502</stembedurl>Another bullish user&nbsp;<a href="https://stocktwits.com/Niks10/message/655543765">noted</a>, “primary industrial gas supplier for SpaceX. Boosting the supply chain near the TX base.”<stembedurl>https://stocktwits.com/Niks10/message/655543765</stembedurl>LIN stock has risen 9% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-lunr-pl-musk-backed-starship-thesis-cheap-space-access/cZKThU3R7cs">ASTS, LUNR, PL Rise Overnight: Musk-Backed Starship Thesis Signals A New Era Of Cheap Space Access&nbsp;</a>

The logo of industrial gas producer Linde AG is on display on a gas tank. Photo: Matthias Balk/dpa (Photo by Matthias Balk/picture alliance via Getty Images)

SpaceX's IPO has reportedly attracted demand far exceeding available shares, with only about 7% of stock expected to be freely tradable after listing.

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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? 
 
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