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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 Q3 earnings beat expectations and raised outlook, with rapid U.S. commercial growth surpassing government revenue for the first time. The shares fell despite the strong results, as traders debated whether lofty valuation and expectations leave room for further gains amid weakness in AI and technology stocks; bulls pointed to continued commercial adoption.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples quarterly earnings beat expectations, but shares came under pressure after its holiday-quarter margin outlook highlighted rising memory costs; traders also pointed to weaker China, iPad and wearables results and slowing growth. Bulls cite strong iPhone demand and a solid quarter, while bears argue the outlook and valuation leave little room for disappointment.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is under pressure ahead of its quarterly earnings report, with traders pointing to a recent Bank of America downgrade and unusually heavy selling as sources of concern. The discussion is split between fears of weak results or guidance amid high rates and credit risks, and hopes that a strong report could prompt a rebound or short squeeze.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Midterm-election positioning dominates the discussion, with traders debating whether a Republican win could lift DJT or a Democratic gain would trigger a selloff. The stocks politically driven moves are also viewed skeptically by many, who describe rallies as speculative pumps and warn of further downside.

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

Backblazes stronger-than-expected Q3 results and raised full-year and Q4 outlook are driving attention, with traders highlighting growth in B2 cloud storage and demand tied to AI infrastructure. The reaction is broadly bullish, though some traders caution that the sharp earnings-driven move could give way to profit-taking and continued volatility.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

SOXX is under pressure as investors question whether heavy AI and data-center spending will generate adequate returns, weighing on semiconductor shares. Traders are split between viewing the decline as an AI-trade unwind and seeing it as a buying opportunity, with support levels and the chance of a rebound central to the debate.

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 Q3 earnings and forward guidance are in focus after a sharp semiconductor selloff, with Intels weak outlook fueling concern about broader chip demand. Traders are divided between fears that high expectations and a weak guide could deepen the decline and hopes that strong AI and data-center results will counter the sectors pessimism.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells all-stock acquisition of Lumentum has driven a sharp selloff, with traders focused on shareholder dilution, the perceived price paid, and the long wait for the deal to close. Some see the combination of Marvells chips and networking with Lumentums optical technology as a long-term AI infrastructure opportunity, but near-term skepticism dominates.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

A report that nonprofit Usona may have filed an FDA application for psilocybin in major depressive disorder has stirred competition fears around Compass Pathways COMP360 program for treatment-resistant depression and contributed to a sharp selloff. Traders debate whether Usona could pressure COMP360s market position, pricing and reimbursement, while others stress the different indications and question whether the reported filing is confirmed; many are also looking to management for clarity on Compasss NDA timeline.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Sanofis European Phase 3 flu-COVID combination trial triggered a milestone payment to Novavax, while the community focuses on whether the partnership can translate into meaningful vaccine sales and recurring royalties. Bulls see the deal and the Matrix-M licensing model as support for the business, while skeptics point to weak commercial uptake, a muted share-price response, and uncertainty ahead of Q3 results.

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Don't Overlook NovoCure (NVCR) International Revenue Trends While Assessing the Stock

Explore how NovoCure's (NVCR) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.

NovoCure: 3 Key Takeaways for Long-Term Investors

Key PointsNovoCure generated record third-quarter net revenue of $193 million...

Novocure CEO Says RVMD’s Daraxonrasib Slowed Optune Pax Adoption – Wedbush Sees Disruption Rather Than Direct Competition

Equity

The number of patients actively using Optune Pax in the U.S. declined to 266 at the end of the third quarter, from 285 in the second quarter.

NovoCure (NVCR) Reports Q3 Loss, Tops Revenue Estimates

NovoCure (NVCR) delivered earnings and revenue surprises of +57.14% and +5.50%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Novocure Reports Third Quarter 2026 Financial Results and Raises 2026 Guidance

Novocure (Nasdaq: NVCR) today reported financial results for the third quarter that ended September 30, 2026. Novocure is a global oncology company working to extend survival in some of the most aggressive forms of cancer by developing and commercializing its innovative therapy, Tumor Treating...

Novocure to Evaluate Tumor Treating Fields Therapy with VS-7375, an Oral KRAS G12D (ON/OFF) Inhibitor, to Treat Pancreatic Cancer Through Clinical Trial Collaboration and Supply Agreement

Novocure (Nasdaq: NVCR) announced today that it has entered into a clinical trial collaboration and supply agreement with Verastem Oncology to evaluate the use of Novocures Tumor Treating Fields (TTFields) therapy with chemotherapy and VS-7375, Verastems investigational oral, potent and selective...

Novocures Optune Pax Receives Approval in Japan for the Treatment of Unresectable Locally Advanced Pancreatic Cancer

Novocure (Nasdaq: NVCR) announced today that Japans Ministry of Health, Labour and Welfare (MHLW) approved Optune Pax for the treatment of adult patients diagnosed with unresectable locally advanced pancreatic cancer, concomitant with gemcitabine and nab-paclitaxel. The approval of Optune Pax...

Novocure to Report Third Quarter 2026 Financial Results

Novocure (Nasdaq: NVCR) will report financial results for the third quarter 2026 on October 29, 2026, before the U.S. financial markets open. Novocure management will host a conference call and webcast at 8:00 a.m. EDT, October 29, to discuss the companys financial results for the three-month...

NeOnc Goes After Brain Cancer’s Holy Grail: Getting Drugs Where They’re Needed

As brain cancer research moves toward increasingly targeted and sophisticated treatment strategies, NeOnc Technologies Holdings (NASDAQ:NTHI) is emerging as a company focused on one of the field’s central challenges: how to deliver therapeutic agents more effectively to the brain and tumors while navigating the formidable barriers that have historically limited treatment options.

Novocure Reports Patient Data Exposure in Cybersecurity Incident

NVCR says a cyber incident exposed limited patient and contact data, but devices stayed secure and operations remained fully functional.

• Reported GAAP EPS of -$0.09 up 72.73% YoY
• Reported revenue of $193.4M up 15.67% YoY
• Novocure raised full-year 2026 total net revenue guidance to $736M - $743M and adjusted EBITDA guidance to $24M - $34M; quarterly gross margin assumption is mid-to-high 70s percent.

Novocure reported a -$10.4M net loss, recognized $4.4M from one-time claims-approval benefits in the U.S. and Germany, and disclosed Optune Gio side effects including seizure and depression.

Novocure reported 16% year-over-year revenue growth alongside 19% global active-patient growth, a 77% gross margin versus 73%, and Optune Pax approval in Japan for locally advanced pancreatic cancer.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, the United Kingdom.

NovoCure Ltd

Bullish Sentiment

<ul class="summary-bullets"><li>Wedbush has a ‘Neutral’ rating on Novocure.</li><li>Novocure reported a 16% increase in Q3 revenue to $193.4 million, beating Wall Street’s estimates of $182.2 million, according to Fiscal.ai</li><li>The company raised its full-year 2026 revenue guidance to $736 million to $743 million from $710 million to $725 million.</li></ul>Novocure’s (NVCR) CEO Frank Leonard said the launch of Revolution Medicines’ (RVMD) Daraxonrasib slowed adoption of its Optune Pax device, but Wedbush believes the change is due more to disruption at medical practices than a “direct displacement.”<a href="https://stocktwits.com/symbol/NVCR">NVCR shares</a> were down about 4% at the time of writing, having fallen to six-month lows earlier in the session.<h2 class="st-heading-2">Optune Pax Momentum Affected By Daraxonrasib Launch</h2>On a call with analysts on Thursday, Leonard said the introduction of Daraxonrasib has “significantly” impacted the company’s ability to access practices to detail Optune Pax. The number of patients actively using Optune Pax in the U.S. declined to 266 at the end of the third quarter (Q3), from 285 in the second quarter (Q2).“We acknowledge the challenges in the Optune Pax launch, and we will continue to evolve our tactics to ensure we maintain our share of voice in our approved indication, which is different than the approved indication for Daraxonrasib,” Leonard said.Optune Pax is a wearable medical device that uses electrical fields to disrupt cancer cell growth. It received approval by the U.S. Food and Drug Administration (FDA) in February this year to treat adults with locally advanced pancreatic cancer.Meanwhile, Revolution Medicines’ oral drug Daraxonrasib, marketed as Rasonque, received <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.fda.gov/drugs/resources-information-approved-drugs/fda-approves-daraxonrasib-metastatic-pancreatic-adenocarcinoma">FDA approval</a> on August 26 for certain patients with metastatic pancreatic cancer.Wedbush, which maintains a ‘Neutral’ rating on Novocure, noted that the company has not seen widespread Optune Pax discontinuations or significant use of Daraxonrasib.<h2 class="st-heading-2">Novocure Raises FY 2026 Outlook</h2>Novocure reported a 16% increase in Q3 revenue to $193.4 million, comfortably beating Wall Street’s estimates of $182.2 million, according to Fiscal.ai. Loss came down to $0.09 per share from $0.33 a year earlier and was narrower than the consensus estimated loss of $0.23 per share.The company also raised its full-year 2026 revenue guidance to $736 million to $743 million from $710 million to $725 million and hiked its adjusted earnings before interest, tax, depreciation and amortization (EBITDA) outlook significantly to $24 million to $34 million from $0 million to $15 million.The company had $463.5 million in cash and short-term investments at September-end.<h2 class="st-heading-2">Retail Turns Bullish On NVCR</h2>Retail sentiment surrounding NVCR on Stocktwits turned ‘bullish’ from ‘neutral’ over the past 24 hours, amid ‘high’ message volumes.The stock has gained more than 5% so far in 2026.Also read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/adt-stock-hits-near-4-year-highs-joshua-kushner-thrive-holdings-to-acquire-adt/cZUQrrER9R2">ADT Stock Hits Near 4-Year Highs – Joshua Kushner-Backed Thrive Holdings To Acquire ADT At $10 Per Share</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, NovoCure Limited logo is seen on a smartphone screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Revolution Medicines Inc

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What’s your expected total return for the S&amp;P 500 ($SPY) in November?

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What’s your expected total return for the S&P 500 (

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	-$0.22	--	--	N/A
Q3 '26	-$0.23	-$0.09	61.68%	BEAT
Q2 '26	-$0.33	-$0.13	60.79%	BEAT
Q1 '26	-$0.51	-$0.62	-21.05%	MISSED
Q4 '25	-$0.41	-$0.22	46.53%	BEAT

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Latest Earnings Results: Q3 '26

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