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Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers quarterly results topped expectations and the company raised its full-year outlook, yet shares fell despite the positive report. Traders debated whether growth in newer products can offset flat overall revenue, declining COVID-related sales, and looming patent expirations.

Madrigal Pharmaceuticals, Inc. engages in the development and commercialization of therapeutics for metabolic dysfunction-associated steatohepatitis. The company was founded by Rebecca A. Taub, Frederick Bernard Craves, and Edward Chiang on March 10, 2000 and is headquartered in West Conshohocken, PA.

Madrigal Pharmaceuticals Inc

MDGL is selling off despite strong Q3 Rezdiffra growth and its first profitable quarter. Traders are debating whether a whistleblower-retaliation lawsuit disclosed in the 10-Q, along with concerns about commercialization and future clinical outcomes, is weighing on sentiment; bulls see the drop as an overreaction to solid operating results.

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 quarterly earnings report is the dominant focus, with traders watching forward guidance and data-center demand after Intels weak outlook and a broader semiconductor selloff. Bulls expect strong results to ease sector concerns, while bears argue that high expectations and recent post-earnings declines could weigh on the shares even if AMD beats estimates.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Anticipation of Super Micros quarterly results is driving attention, with traders weighing its previously disclosed strong revenue outlook against concerns about margins, cash flow, and forward guidance. Bulls expect strong results to support a rebound, while skeptics question whether they can restore confidence given the companys governance concerns and weak share performance despite the preliminary update.

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

Record quarterly results and raised fiscal-year revenue guidance, supported by strong bookings and backlog tied to AI-chip testing demand, have driven AEHRs sharp rally. Bulls welcome the beat-and-raise and see further AI-driven growth, while skeptics question the valuation and warn the sharp gap-up could fade.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiservs better-than-expected quarterly results, reaffirmed outlook, expanded cost-saving plan and renewed buybacks sparked a sharp rebound after a prolonged slide. Traders welcomed the turnaround signals, while some remain cautious about weak operating trends and whether management can deliver sustained growth.

ADMA Biologics, Inc. operates as a biopharmaceutical company, which is engaged in manufacturing, marketing, and developing specialty plasma-derived biologics. The firm operates through the following business segments: ADMA BioManufacturing and Plasma Collection Center. The ADMA BioManufacturing segment consists of immune globulin manufacturing and development operations. The Plasma Collection Center consists of source plasma collection facilities. The company was founded by Adam S. Grossman and Jerrold B. Grossman on June 24, 2004 and is headquartered in Ramsey, NJ.

Adma Biologics Inc

With Q3 results approaching, traders are focused on selling pressure ahead of the report, with some speculatingwithout confirmationthat weak results leaked or a large holder is reducing exposure. Others see the pullback as a shakeout and cite the 200-day moving-average reclaim and possible continued buybacks as reasons for optimism.

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 upcoming FDA decision on deramiocel for Duchenne muscular dystrophy is the dominant focus, with traders debating approvalespecially for upper-limb functionversus a CRL or restricted label amid concerns over the trials statistical analysis and negative advisory-committee review. Many expect an approval-driven run and short covering, while some see Inovios recent FDA approval as a positive signal for regulatory flexibility; others caution that the outcome remains uncertain.

Toast, Inc. engages in the development and provision of consumer payment application for restaurants. It offers terminals, kiosk, guest facing display, and system accessories. The firm also offers point of sale, reporting and analytics, online ordering and delivery, and kitchen display system. The company was founded by Jonathan Grimm, Aman Narang, and Stephen J. Fredette in December 2011 and is headquartered in Boston, MA.

Toast Inc - Ordinary Shares - Class A

Toast Inc

Toasts post-earnings selloff is dominating discussion: traders note that the company beat on earnings and raised guidance, yet shares fell sharply, with some attributing the reaction to a slight revenue shortfall and broader weakness in software stocks. Bulls point to continued growth and improving profitability, while bears cite fading software-sector sentiment, AI disruption concerns, and competition.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include core, cognitive adjacencies, and cognitive networks. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Aristas upcoming quarterly results and guidance are driving attention, with traders watching whether hyperscaler AI-data-center spending will sustain demand for its networking gear. Bullish investors see the pullback as a buying opportunity, while others worry about valuation, capex timing, and a volatile post-earnings reaction.

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AAPL Stock Tumbles Overnight On Margin Pressure From Surging Memory Prices; MU, SNDK Inch Higher

Micron is under pressure in a broader semiconductor and AI-stock selloff, while traders debate whether Apples warning of rising memory costs signals pricing power for suppliers or concerns about peak-cycle pricing and the durability of AI demand. Bulls point to tight memory supply and low valuation; bears emphasize the industrys cyclicality and weak tech sentiment.

Microns move appears tied to renewed optimism around memory pricing after Apple executives said memory costs rose in the September quarter and are expected to climb further in December and beyond, reinforcing suppliers pricing power. A broader stabilization in semiconductor shares may also be contributing.

SIMO Earnings Surge as Enterprise and AI Storage Drive New Momentum

Silicon Motion's Q3 earnings surge 335% as enterprise, automotive and AI storage demand accelerates, with strong guidance signaling further growth ahead.


SIMO Stock Falls 33.5% in a Month as Growth Meets Execution Risks

Silicon Motion shares have plunged 33.5% despite record revenues and enterprise growth. Can expanding AI storage opportunities outweigh execution risks?

South Korea Doubles AI Chip Budget: 4 ETFs to Ride the Wave

South Korea nearly doubles its AI chip budget to fuel semiconductor growth. Discover 4 ETFs positioned to benefit from the nation's record spending.

Equity

Apple executives said memory prices will continue to rise into the next year.


Michael Burry’s Substack Turns One: He Says A Year Is ‘Useless’ For Judging Skill — Here’s How His Stock Picks Have Fared 

Investing equally in Burry’s four early picks would have lost about 22%, while the S&P 500 gained nearly 11%.

Seagate Q2 Outlook Signals Stronger Growth as HAMR Ramp Accelerates

Seagate expects robust fiscal Q2 revenue and earnings growth as cloud demand, pricing and HAMR expansion drive momentum, but execution risks remain in focus.

STX Falls 24.1% in the Past Month as Risks Test AI Storage Momentum

Seagate shares have plunged 24.1% despite surging revenues and margins. Can HAMR expansion fuel a rebound, or will premium valuation and execution risks weigh?

Is Seagate Worth Buying as Growth Surges but Valuation Stays Rich?

Seagate's surging earnings, record cash flow and HAMR expansion strengthen its growth outlook, but premium valuation and execution risks complicate the buy case.

Vertiv and Centerra Gold have been highlighted as Zacks Bull and Bear of the Day

VRT's booming AI data center infrastructure business drives strong earnings upgrades, while CGAU faces falling estimates despite a sharp stock rally.

Zacks.com featured highlights include Alphabet, GormanRupp, Micron, Corning, Suncor Energy and Plains All American Pipeline

GOOGL's historic $500 billion market cap loss highlights market volatility, as GRC, MU, GLW, SU and PAA emerge as dividend growth stocks with earnings growth potential.
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Micron Technology

Micron Technology, Inc. designs and develops memory and storage solutions that support modern data‑driven and artificial intelligence (AI) infrastructures across cloud, data center, mobile, automotive, and embedded markets. The company delivers a broad portfolio of DRAM, NAND, and NOR technologies that address performance, scale, reliability, and efficiency requirements across diverse computing environments.
Micron operates through four market‑focused business units. The Cloud Memory Business Unit (CMBU) serves large hyperscale cloud customers with advanced memory solutions, including high‑bandwidth memory for data center workloads. The Core Data Center Business Unit (CDBU) provides memory and storage solutions for OEM, enterprise, and cloud data center customers. The Mobile and Client Business Unit (MCBU) supports smartphones, PCs, and other client platforms. The Automotive and Embedded Business Unit (AEBU) delivers solutions for automotive, industrial, and embedded systems. More information is available at micron.com.

Micron Technology Inc.

Bearish Sentiment

<ul class="summary-bullets"><li>Apple forecast a gross margin of 45% to 46% in the December quarter, down from 47.9% in the fourth quarter.&nbsp;</li><li>Apple’s Q4 sales and the forecast for Q1 were above expectations.&nbsp;</li><li>Retail sentiment for AAPL shifted to ‘extremely bearish’ from ‘bearish’ on Tuesday.</li></ul>Apple, Inc. (AAPL) shares tumbled 2.7% in overnight trading ahead of Tuesday, after the company said that its widely watched gross profit margin will continue to fall due to surging memory chip prices.The forecast took the focus off an otherwise upbeat fiscal fourth-quarter&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/aapl-stock-ekes-out-minor-gains-after-hours-after-tapering-q4-china-sales-growth-offsets-earnings-beat/cNGafTzR9Pu">report</a>, with total and iPhone sales beating analyst expectations.Apple executives said memory prices will continue to rise, speaking at length about the issue that prompted it to raise prices for several of its devices earlier this year. The company forecast a gross margin of 45% to 46% in the December quarter, down from 47.9% in the fourth quarter.&nbsp;“As we said earlier in the September quarter, we did see higher memory costs as compared to the June quarter, which were partly offset by the benefit of carry-in inventory and lower costs on certain non-memory components. Now for the December quarter, we expect even higher memory costs, CEO John Ternus said on the analyst call on Monday.CFO Kevan Parekh said, taking into account the tariff refunds in both the June and September quarters, “both company and product gross margin would be down about 1 point sequentially, primarily driven by higher memory costs.”<h2 class="st-heading-2">Analysts’ Reaction To Apple’s Report</h2>Apple said they expect memory prices to continue rising into next year. Notably, memory stocks inched higher after those comments, with Micron (MU)&nbsp;and SanDisk (SNDK) rising 0.8% and 1%, respectively, in overnight trading.Some analysts believe that the market is overplaying the negative elements in Apple’s report, with Deepwater Asset Management’s Gene Muster reminding that the sales forecast was upbeat.“Investors are missing the bigger point: $AAPL's December revenue guidance was better than the Street expected. That’s more important than slightly softer margin guidance,” he said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2117408814563574040?a=alqD5bGh_6ZvTFdE1B8&amp;s=20">X post</a>.CNBC’s Jim Cramer said that expectations from tech companies are pretty high, referring to stocks with news on Monday. “The negativity when it comes to Marvell, Apple, Palantir is pretty thick...&nbsp; No matter what they say, it isn't enough,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2117398593531486423?a=7wlmkUE-kM2kYmLYpEE&amp;s=20">said</a>.&nbsp;<h2 class="st-heading-2">Apple On AI Agents</h2>When asked about Apple’s strategy around AI agents, an increasingly growing space with big moves from OpenAI and Meta Platforms recently, Ternus remained tight-lipped.“Siri right now is primarily request-based,” he said. “And as we talked about before, it is built on a modern orchestrator-driven architecture. So we see opportunity to expand its capabilities over time.”In response, Munster&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2117388677508718968?a=leAyRMTcLa9-sRneUpY&amp;s=20">wrote</a> that “it's clear they don't want to talk about personalized agents. They're the biggest risk to the Apple ecosystem.”&nbsp;Munster said about 20 million people worldwide use personalized agents such as Muse, Grok Bot, Dot, and in a few years that figure will be a billion.<h2 class="st-heading-2">Retail View On AAPL</h2>On Stocktwits, the retail sentiment for AAPL shifted to ‘extremely bearish’ from ‘bearish’ on Tuesday.“$AAPL Missed Services, Ipad and China revenue..Should have been 12 to 15% down. If it was some small cap growth company, they would have dumped 30% without mercy..This should go below 320 tomorrow at open and slowly bleed to 300,” a trader&nbsp;<a href="https://stocktwits.com/InvestRight155/message/667984177">commented</a>.A few others forecast a recovery in Tuesday’s trading, with one suggesting AAPL could mirror Amazon’s move, which bounced back after initially falling after its results release.<a href="https://stocktwits.com/symbol/AAPL">AAPL stock</a>, which hit a record high last Thursday, is up 25% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-s-outlook-spooked-chip-investors-can-amd-reassure-wall-street/cNGQHopR95e">Intel’s Outlook Spooked Chip Investors – Can AMD Reassure Wall Street?</a>&nbsp;

Apple CEO John Ternus stands at Apple's "Surprise and Shine" event at the company's corporate headquarters, Apple Park, on September 9, 2026 in Cupertino, California. (Photo by Benjamin Fanjoy/Getty Images)

Apple executives said memory prices will continue to rise into the next year.

Apple Inc

Micron Technology Inc

Sandisk Corp

Show me the results

Memory stocks have been on an incredible run over the last year but many investors are wondering if there is still room to the upside. Are you still bullish? If so, let others know which you would still be buying right now and why.

Are you still bullish on memory stocks? 
 
If yes, drop a comment with the ticker of the memory stock you would still buy today.

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Stocktwits Polls

Traders are exhausted by a recurring pattern of morning strength followed by heavy afternoon sell-offs and perceived market manipulation.

Bullish sentiment is mounting as Apple's comments confirm unprecedented, rising memory costs that signal massive structural leverage for suppliers.

Intense conflict between short sellers targeting the stock and retail bulls hoping to squeeze shorts amid volatile midterm election uncertainty.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '27	$38.23	--	--	N/A
Q4 '26	$31.72	$33.42	5.34%	BEAT
Q3 '26	$20.86	$25.11	20.36%	BEAT
Q2 '26	$9.19	$12.20	32.81%	BEAT
Q1 '26	$3.96	$4.78	20.67%	BEAT

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