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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs upcoming quarterly report is dominating discussion, with traders focused on whether results and forward guidance can exceed already elevated expectations. Bulls point to AI demand and growth, while skeptics warn that the premium valuation and broader tech weakness could leave the stock vulnerable even after a beat.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

Inovios reported FDA accelerated approval of VOCERYQ for recurrent respiratory papillomatosis has renewed focus on competition for Precigens PAPZIMEOS, which treats the same disease. Traders debate whether VOCERYQs treatment approach will challenge PAPZIMEOS or whether Precigens first-mover advantage, full approval, and established commercial launch will help it retain an edge.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegians better-than-expected third-quarter results and raised full-year outlook drove a sharp rally, with traders highlighting stronger bookings, cost control and improving yields. The subsequent pullback is being debated as profit-taking and broad market weakness, while fuel costs, debt and lingering concerns about demand remain bearish counterpoints.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

AXSM is drawing attention ahead of its Q3 earnings report, with investors focused on Auvelitys launch for Alzheimers agitation, prescription growth, and the path to profitability. The steep share-price decline and managements limited commentary have intensified debate: bears worry that uptake is weaker than expected and costs remain high, while bulls argue that samples and long-term-care channels may be obscuring demand and expect the report to clarify the trend.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

A Defense Department grant to expand U.S. production of Amprius batteries for drones is the main catalyst, with traders viewing it as strategic validation and potential support for future demand. The initial rally faded, prompting debate over whether the long-term capacity boost outweighs uncertainty about customer orders, revenue impact, and the facilitys later ramp-up.

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 52-week high, alongside heavy call-option activity, has fueled speculation about a possible buyout and short covering ahead of Q3 results. The acquisition talk is unconfirmed; others point to BRIUMVIs sales growth and upcoming subcutaneous data as the underlying story, while cautioning that earnings and clinical milestonesnot rumorswill matter.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies Inc

Rockets quarterly results are drawing attention, with bulls praising profitability and market-share gains despite a difficult housing market. The reaction is tempered by concerns about weaker near-term guidance, soft mortgage demand, and elevated Treasury yields and mortgage rates; traders debate whether lower rates could revive the business.

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 forward outlook following its quarterly report, with PC demand pressure and supply constraints weighing on expectations, drove a steep selloff. Traders are divided between dip buyers calling the drop an overreaction and bears who see the guidance and execution concerns as signs of deeper problems, amid broader weakness in chip and AI stocks.

Select Sector SPDR Trust (The) - State Street Health Care Select Sector SPDR ETF

Health Care Select Sector SPDR Fund

Healthcares strong rally and relative outperformance are drawing attention, with traders describing a rotation from technology into the sector and pointing to XLVs breakout and fresh highs. Some see healthcare as a defensive haven, while others caution that the rally could lose momentum.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians Q3 results beat expectations and its delivery outlook improved, with the R2 ramp drawing attention; a Jefferies upgrade added to the bullish case. Traders see improving execution and demand, while skeptics question the muted share-price reaction and ongoing cash burn and automotive losses.

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Bet on These ETFs to Ride on META's 27% September Jump 

 Meta's 27% September surge puts AI innovation in focus. Explore four ETFs offering exposure to META and the communication services and metaverse themes.

SNAP Stock Plummets Premarket On Growth Concerns: Wall Street Flags High Competition From Instagram, YouTube

Equity

Morningstar lowered its price target on SNAP stock to $7 from $9, with a ‘Very High’ Uncertainty rating.

Game Over For RBLX? Lower Guidance, Falling Users Pull Stocks Lower

Roblox lowered its forecast for full-year bookings to $7.6 billion, down from as much as $8.55 billion.

Unity Stock Is Rallying On Guidance Beat – But Analysts Are Split On Valuation

Morgan Stanley raised its price target to $32 from $30 while maintaining an ‘Overweight’ rating, citing 78% year-over-year growth in Vector.


Unity Down 34% After Downbeat Guidance, But Retail Says Turnaround To Profitability And Revenue Growth Is Intact

The game development engine firm said for fiscal year 2026’s first quarter, it expects revenue in the range of $480 million to $490 million, below the consensus estimate of $491.78 million. 


SNAP Stock Is Surging Pre-Market: This Analyst Sees 70% Upside After Upgrade  

B. Riley upgraded Snap to ‘Buy’ from ‘Neutral’ and kept its price target unchanged at $10, implying a 70% upside from Wednesday’s close.

Is Unity Stock Attractive After The Recent Selloff In Gaming Shares? Jefferies Has An Intersting Take

Jefferies anticipates that rather than developers abandoning traditional engines altogether, companies like Unity and Roblox are more likely to integrate new generative models into their existing tools. 

Unity Shares Tumble After Google Unveils AI World-Building Tool – CEO Plays Down The Threat

Google’s Project Genie allows users to generate immersive digital worlds instantly with simple text prompts or images, then navigate them in real time.


A Tiny Float, Volatile Swings: Why Virtuix Is On Traders’ Radar 

Since going public, the stock has swung wildly, trading as low as $10 and as high as $93 in just two days.


Roblox Tightens Safety Rules With Global Age Verification Push: Retail Chatter Spikes 700% In 24 Hours

The facial age check has started in the U.S. and will expand globally over the coming days to all regions where chat is available.


Listed Funds Trust - Roundhill Metaverse ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Given Snap’s limited ad inventory and user count compared with rivals like Meta and Alphabet, advertisers have diverted additional dollars to applications such as Facebook, Instagram, and YouTube, the firm said.&nbsp;</li><li>Snap reported a hit of about $20 million to $25 million to advertising revenues due to the impact of the ​Iran war in the first quarter.&nbsp;</li><li>The company’s daily active users in North America also declined.</li></ul><p>Shares of Snap Inc. (SNAP) plunged more than 10% in Thursday’s premarket trading hours despite beating Wall Street expectations on its first-quarter (Q1) earnings results.</p><p>The company reported a hit of about $20 million to $25 million to advertising revenues due to the impact of the ​Iran war in the <a href="https://stocktwits.com/news-articles/markets/equity/snap-stock-tumbles-after-flagging-ad-revenue-hit-amid-iran-war/cZQzmJvReOU">first quarter</a>, while its daily active users in North America also declined by about two million sequentially or 7% year-over-year.</p><p>Meanwhile, Morningstar lowered its price target on SNAP stock to $7 from $9, with a ‘Very High’ Uncertainty rating, driven by a reduction in growth estimates for both the European and North American markets.</p><h2 class="st-heading-2">SNAP’s Risk Factors</h2><p>Morningstar said in its report that, despite Snapchat’s popularity, heavy competition in the social networking industry has hindered its ability to build a network effect among its user base.</p><p>Competition from incumbents and emerging platforms has squeezed ad revenue, as advertisers tend to allocate budgets based on scale, user engagement, and the return on ad spending. Given Snap’s limited ad inventory and user count compared with rivals like Meta and Alphabet, advertisers have diverted additional dollars to applications such as Facebook, Instagram, and YouTube, the firm said.</p><p>“We assign Snap a no-moat rating. Although Snap has moaty characteristics, including the foundations of a network effect, we lack confidence in the firm’s ability to effectively monetize its user base and generate excess returns on capital over the next 10 years,” Morningstar said.</p><h2 class="st-heading-2">SNAP Q1 Snapshot</h2><p>The company reported revenue of $1.53 billion, a 12% increase year-on-year. Net loss came in at $89 million, compared to $140 million in the prior year.</p><p>Snap said it expected second-quarter sales of $1.52 billion to $1.55 billion, roughly in line with analyst estimates of $1.54 billion at the midpoint, according to data from Fiscal.ai.</p><h2 class="st-heading-2">SNAP Stock: Retail Stance</h2><p>On Stocktwits, retail sentiment around SNAP stock improved from ‘bearish’ to ‘bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.</p><p>One bullish user said that if a company with Snap's revenue and user base were to go public, Wall Street analysts would value it at $30 billion to $40 billion. “This is absurdly low rn!! &nbsp;Realistically it should be trading at $26 which is what the activist investors believe as well!!” the user said.</p><p><stembedurl>https://stocktwits.com/ElonMusk101/message/652552638</stembedurl></p><p><a href="https://stocktwits.com/symbol/SNAP">SNAP stock</a> has declined nearly 25% this year.</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 Snap Inc. (NYSE: SNAP), the parent company of Snapchat, on July 31, 2025, in Chongqing, China. 

Alphabet Inc - Ordinary Shares - Class C

Roundhill Metaverse ETF

Snap Inc

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