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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 has rallied to a fresh 52-week high as traders position ahead of the Q3 report, focusing on BRIUMVIs sales growth and possible guidance changes. The move has also fueled unconfirmed Sanofi buyout and short-squeeze speculation, while some traders caution that the rally may have priced in strong results.

Lennar Corp. engages in the provision of real estate related financial and investment management services. It operates through the following segments: Homebuilding, Financial Services, Multifamily, and Lennar Other. The Homebuilding segment refers to the construction and sale of single-family attached and detached homes and the purchase, development, and sale of residential land directly and through entities. The Financial Services segment focuses on mortgage financing, title, and closing services for buyers. The Multifamily segment is involved in the development, construction, and property management of multifamily rental properties. The Lennar Other segment includes funds, asset management platform, and strategic investments in technology companies. The company was founded in 1954 and is headquartered in Miami, FL.

Lennar Corp. - Ordinary Shares - Class A

Lennar Corp.

Berkshires disclosed accumulation of a large Lennar stake has fueled bargain-buying interest, but traders are debating it against Hunterbrooks short-report allegations about Lennars transactions with spinoff Millrose. The dispute adds to concerns over weak results and outlook, pressured affordability, and elevated mortgage rates.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

A Northland upgrade citing C3 Code as a potential growth driver for agentic AI has renewed interest in C3.ai, alongside unusual call-option activity and short-squeeze speculation. Traders are divided between optimism about the product and enterprise AI demand, and concern over declining revenue and continued losses.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. The firm offers annealing and gate-model quantum computing technologies. It provides professional services that assist customers in identifying and implementing quantum computing applications and selling quantum computer systems to customers. The company was founded by Eric Ladizinsky in 1999 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave shares are drawing attention amid a steep selloff across quantum-computing stocks, with traders questioning whether high valuations, limited near-term commercialization and competition from classical AI can support the sector ahead of Q3 results. Some see the pullback as a buying opportunity, while others expect more downside.

Aduro Clean Technologies, Inc. engages in the manufacture of oils and specialty chemicals using waste plastics. It focuses on hydrochemolytic technology to transform post-consumer polymer waste into a resource for the circular economy. It also develops a novel chemical conversion process to transform waste plastics and low grade renewable oils into renewable fuels and specialty chemicals. The company was founded on January 10, 2018 by Ofer Vicus and William Marcus Trygstad and is headquartered in London, Canada.

Aduro Clean Technologies Inc

Aduros reported pilot results showing high condensable-hydrocarbon yields across polypropylene and mixed polyolefin feeds are driving discussion, alongside progress toward its planned first-of-a-kind facility. Bulls see the results and engineering work as validation of its plastics-recycling technology, while skeptics argue that yields do not establish commercial economics or scalability.

REalloys, Inc. is engaged in the rebuilding of domestic supply chain resilience for rare earth elements and magnets. It is involved in recycling, mining, oxide production, metallization, alloying, and magnet manufacturing. The company was founded on October 4, 2011 and is headquartered in Boca Raton, FL.

REalloys Inc.

Discussion centers on REalloys potential role in a North American rare-earth and magnet supply chain, with traders pointing to U.S. defense sourcing restrictions taking effect in 2027 and the companys Army-linked Tooele project and Tanbreez offtake as longer-term catalysts. Bulls see strategic demand upside, while bears focus on the lack of recent operational updates, execution and dilution risks, and sharp volatility.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

BLZE is under pressure after a steep pullback, with traders pointing to broader tech weakness and CoreWeaves decline while positioning around the upcoming earnings report. The community is split between dip-buyers betting on strong results or new contracts and cautious traders concerned that earnings could bring further losses.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is falling amid a broad semiconductor selloff that traders attribute largely to Intels weak forward guidance, with some also pointing to bearish put-option activity. The community is split between buying the pullback and expecting further downside, while noting the drop appears tied more to sector pressure than a clear Qualcomm-specific catalyst.

Listed Funds Trust - Roundhill Magnificent Seven ETF

Roundhill Magnificent Seven ETF

MAGS is drawing attention amid a pullback and debate over whether mega-cap tech can justify its heavy AI spending, with traders citing cash-flow pressure and bubble risk. Others view the weakness as a buying opportunity and expect money to rotate back from semiconductors into the Magnificent Seven.

Alnylam Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing novel therapeutics based on ribonucleic acid interference. The company was founded by Noble Laureate, David Bartel, Thomas Tuschl, Phillip Zamore, Paul R. Schimmel, and Phillip Allen Sharp on June 14, 2002, and is headquartered in Cambridge, MA.

Alnylam Pharmaceuticals Inc

Ionis and AstraZenecas Wainua Phase 3 ATTR-CM trial missed its primary endpoint, drawing attention to potential competitive read-through for Alnylams TTR franchise and upcoming cardiomyopathy pipeline. Traders are divided: some view the failure as removing a rival and strengthening Amvuttras position, while others see it as raising broader questions about TTR silencers and increasing risk around Alnylams development plans.

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1 Unstoppable ETF I'm Buying and Holding for Decades -- Even if the Stock Market Crashes

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Morningstar, Inc. engages in the provision of investment research. It offers Morningstar data, direct, investment management, advisor workstation, workplace solutions, pitchbook data, enterprise components, research, credit ratings and indexes. It operates through the following segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The Morningstar Direct Platform segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. It includes product areas such as Morningstar Data, Morningstar Direct, and Morningstar Advisor Workstation. The PitchBook segment provides investors access to data, proprietary research, analytics, and AI-enabled software across private capital markets, including venture capital, private equity, private credit, bank loans, and M&A. The platform offers access to Morningstar’s public-equity data and research. The Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. Morningstar Credit includes the Morningstar DBRS product area and the Morningstar Credit data and credit analytics product areas. The Morningstar Wealth segment provides investment products, investor tools, and an advisor platform powered by research and data. Morningstar Wealth serves financial advisors through model portfolios, separately managed accounts, and an advisor platform powered by research and data, and individuals through Morningstar Investor. The Morningstar Retirement segment offers products designed to help individuals reach their retirement goals. The company was founded by Joseph D. Mansueto on May 16, 1984, and is headquartered in Chicago, IL.

Morningstar Inc

Wells Fargo Calls S&P Global, Moody’s Selloff ‘Unwarranted’ After FactSet’s Dour Forecast

Equity

Neutral Sentiment

Wells Fargo analysts said that Thursday’s selloff among financial data provider stocks was unwarranted due to limited overlap.S&amp;P Global and Moody’s stock fell 6.7% and 5.8%, respectively, during the regular trading session. All three stocks logged their worst day since the Trump tariff-driven market turmoil in April.The declines came after FactSet reported its annual adjusted earnings below Wall Street’s estimates, amid concerns over a slowdown in client spending and increased competition in the sector. FactSet projected its 2026 adjusted earnings between $16.90 and $17.60, while analysts projected earnings of $18.26 per share. The stock slumped nearly 11% on Thursday.“We’re taking a conservative approach to our guidance to reflect the current environment of longer sales cycles and more rigorous client approval processes,” Chief Financial Officer Helen Shan said, before noting that the company remains confident about its competitive position and market demand.According to TheFly, Wells Fargo cut the firm's price target on FactSet to $355 from $296 and maintained an ‘Underweight’ rating on the shares. The brokerage noted that FactSet’s outlook seemed conservative and its upbeat annual subscription value was overshadowed by mention of rising competition due to AI and margin pressures from increased investments.“There is a lot of competitive dynamics, as in new competitors, startups, and traditional competitors, all in an AI arms race,” CEO Sanoke Viswanathan said.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/FDS">FactSet</a> and <a href="https://stocktwits.com/symbol/SPGI">S&amp;P Global</a> was still in the ‘extremely bullish’ territory at the time of writing, while traders were ‘bullish’ about <a href="https://stocktwits.com/symbol/MCO">Moody’s</a>.<figure class="image"><img style="aspect-ratio:721/84;" src="https://news.stocktwits-cdn.com/FDS_Sept_19_JPG_1b3361c42a.webp" alt="FDS’s Sentiment Meter and Message Volume as of 01:00 a.m. ET on Sept. 19, 2025 | Source: Stocktwits" width="721" height="84"><figcaption>FDS’s Sentiment Meter and Message Volume as of 01:00 a.m. ET on Sept. 19, 2025 | Source: Stocktwits</figcaption></figure>“If you're here to buy and hold for 3-5 years or more. It is good to start [a] position here at small tranches,” one user said about S&amp;P Global.<stembedurl>https://stocktwits.com/QQQZEBRA/message/629178957</stembedurl>“On valuations, it has plummeted to a ratio last seen during the 2008 crash as well. This could be an exceptional buy if you believe that its platform is sticky and that recent earnings weakness is temporary,” another user said about FactSet.<stembedurl>https://stocktwits.com/lextrading/message/629231473</stembedurl>S&amp;P Global, Moody’s, and FactSet stocks have all underperformed the broader markets this year.<figure class="image"><img style="aspect-ratio:2400/1240;" src="https://news.stocktwits-cdn.com/koyfin_20250919_011805087_png_e7920cbbc6.webp" alt="YTD performance comparison which shows how S&amp;P 500 has far outperformed the three stocks. (Source: Koyfin data)" width="2400" height="1240"><figcaption>S&amp;P Global and Moody's are up only marginally while FactSet is down over 37%.</figcaption></figure>Also See: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-fed-ex-stock-rise-after-hours-today/chDdY7SR3b6">FedEx Stock Gains After-Hours On Q1 Earnings Beat, Sees $1B Hit From Trade Volatility Unleashed By Trump Tariffs</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Traders work on the floor of the New York Stock Exchange during morning trading on October 04, 2023 in New York City. 

The financial data provider stocks logged their worst day since the Trump tariff-driven market turmoil in April.

Factset Research Systems Inc.

Moody`s Corp.

S&P Global Inc

Hold rates steady

Cut 25 bps

Hike 25 bps

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$3.36	--	--	N/A
Q3 '26	$3.04	$3.48	14.49%	BEAT
Q2 '26	$2.83	$3.10	9.56%	BEAT
Q1 '26	$2.41	$3.18	32.11%	BEAT
Q4 '25	$2.36	$2.71	14.83%	BEAT

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