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Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Taus upcoming oncology milestones are driving attention, particularly the completed IMPACT pancreatic-cancer trial enrollment and expected data, alongside further REGAIN glioblastoma updates. Traders are broadly optimistic about the expanding pipeline, while some emphasize that larger datasets are still needed to validate the early results.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disneys quarterly results, particularly resilient parks performance and improving streaming profitability, have reinforced bullish sentiment and prompted analyst upgrades. Traders remain divided, with some seeing a turnaround while others point to the stocks long stretch of weak, range-bound performance.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is pulling back after a strong run as traders position ahead of earnings, with some wary of recent SaaS-sector weakness and the stocks valuation. Others remain bullish on growth and AI-driven commerce, while security concerns appear in some bearish posts but are not the dominant discussion.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Attention centers on Candels planned Q4 BLA submission for CAN-2409 in localized prostate cancer and upcoming SITC pipeline data. Bulls see the clinical and regulatory milestones as potential catalysts, while skeptics point to the steep decline, CEO share sales, limited transparency, possible dilution and uncertainty about filing timing; some also blame broader biotech weakness and thin trading.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Aurinias early third-quarter report and raised full-year revenue guidance are driving attention, with continued LUPKYNIS sales growth supporting the results. Traders are split between viewing the report as solid execution and frustration that the shares fell despite it, compounded by confusion over whether management held an earnings call.

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Stockholm, Sweden.

Spotify Technology S.A.

Spotifys shares are drawing attention after a sharp post-earnings rally despite revenue and EPS misses; traders are focusing on premium subscriber growth, stronger gross margin, and an upbeat fourth-quarter profit outlook. The move has surprised some investors, who question why the stock rose on a mixed report, while bulls see the guidance and improving ad revenue as the more important signals.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

ALAB is drawing attention amid a sharp pullback alongside other AI and semiconductor stocks, with traders citing stretched valuations, broad market pressure, and uncertainty ahead of earnings. The community is split between buyers treating the decline as an opportunity and bears warning that the stock remains overvalued and could fall further.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs planned equity offering and stock-funded Elisity cybersecurity acquisition have put dilution and capital allocation at the center of discussion, amid a steep selloff. Traders are divided between viewing the deal as an expansion into quantum security and questioning its cost, execution benefits, and impact on existing shareholders.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

DaVitas warning that DefenCath reimbursement could weaken in 2027 has sparked concerns about pricing and CorMedixs largest revenue driver, contributing to a sharp selloff. Traders are divided over the impact: some see a serious commercial risk, while others argue DaVitas outlook is preliminary and point to CMS reimbursement estimates as a reason the reaction may be excessive.

NEAR Protocol (NEAR) is a cryptocurrency launched in 2020. NEAR Protocol has a current supply of 1,310,395,414. The last known price of NEAR Protocol is 4.30157975 USD and is up 6.10 over the last 24 hours. It is currently trading on 688 active market(s) with $1,245,620,491.67 traded over the last 24 hours. More information can be found at https://near.org/.

Near

Traders are watching a governance vote that could make NEAR less inflationary, with some viewing the tokenomics change as a potential catalyst. Sentiment is split: dip-buyers are accumulating, while cautious traders point to Bitcoin-linked weakness and liquidation risk.

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Omnicom Named a Leader in IDC MarketScape: Worldwide AI-Enabled Adobe Professional Services 2026 Vendor Assessment

Omnicom Named a Leader in IDC MarketScape: Worldwide AI-Enabled Adobe Professional Services 2026 Vendor Assessment Omnicom Named a Leader in IDC MarketScape: Worldwide AI-Enabled Adobe Professional Services 2026 Vendor AssessmentPR NewswireNEW YORK, Oct 26, 2026 NEW YORK, Oct 26, 2026 /PRNewswire...

OMC's Q3 Earnings Beat Estimates on Media Growth & Synergies

Omnicom's Q3 2026 earnings and revenues top estimates, driven by the Interpublic acquisition, strong organic growth and expanding margins.

Omnicom Group Q3 2026 Earnings Call Transcript

Omnicom Group (NYSE:OMC) reported third-quarter financial results on Thursday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you by Benzinga APIs.read more...

Omnicom (OMC) Q3 Earnings and Revenues Top Estimates

Omnicom (OMC) delivered earnings and revenue surprises of +1.87% and +4.48%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

OMNICOM REPORTS THIRD QUARTER 2026 RESULTS

OMNICOM REPORTS THIRD QUARTER 2026 RESULTS OMNICOM REPORTS THIRD QUARTER 2026 RESULTSPR NewswireNEW YORK, Oct. 22, 2026 2026 Third Quarter - Core Operations:Revenue of $6.0 billion, 7.2%organic growthNon-GAAP Adjusted EBITA of $1.1 billion, 18.2%margin2026 Third Quarter - Reported:Revenue of $6.4...

Omnicom's Credera Announces Five-Year Strategic Collaboration with AWS to Transform Enterprise Marketing with AI and Cloud

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Omnicom Schedules Third Quarter 2026 Earnings Release and Conference Call

Omnicom Schedules Third Quarter 2026 Earnings Release and Conference Call Omnicom Schedules Third Quarter 2026 Earnings Release and Conference CallPR NewswireNEW YORK, Oct. 16, 2026 NEW YORK, Oct. 16, 2026 /PRNewswire/ -- Omnicom (NYSE: OMC) will publish its third quarter 2026 results on Thursday...

Omnicom Group Now #371 Largest Company, Surpassing STERIS

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Omnicom Group, Inc. (Symbol: OMC) has taken over the #371 spot from STERIS plc (Symbol: STE), according to The Online Investor.

 Market capitalization is an important...

Omnicom (OMC) Earnings Expected to Grow: Should You Buy?

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OMNICOM MEDIA AND REMBRAND PARTNER TO SCALE IN-CONTENT ADVERTISING ACROSS PREMIUM STREAMING

OMNICOM MEDIA AND REMBRAND PARTNER TO SCALE IN-CONTENT ADVERTISING ACROSS PREMIUM STREAMING OMNICOM MEDIA AND REMBRAND PARTNER TO SCALE IN-CONTENT ADVERTISING ACROSS PREMIUM STREAMINGPR NewswireNEW YORK, Oct. 8, 2026First-to-market capability brings together Acxiom, Omni, and Rembrand'sVISTA...

• Reported GAAP EPS of $2.73 up 21.87% YoY
• Reported revenue of $6.42B up 59.09% YoY
• Omnicom is on track to deliver $900M in cost-reduction synergies in 2026, resulting in stronger organic revenue growth, operating margins, and earnings per share.

Omnicoms net interest expense increased to $104.2M, primarily due to acquisition debt and refinancing; integration and repositioning items reduced operating income, while economic disruptions could cause uncertainty.

Omnicom reported 7.2% organic growth in core operations and an 18.2% Adjusted EBITA margin, citing synergies and organic growth while focusing on high-demand services and investing in agentic technology.

Omnicom Group, Inc. is a strategic holding company that operates through global networks, connected capabilities and specialized agencies, which connect its comprehensive portfolio of companies to deliver marketing, sales, communications, and commerce services to many of the largest global companies. Its products and service offerings support client objectives across its primary focus areas: media, content, commerce, generative AI, and branding communications. Omnicom’s agencies integrate data, creativity, and technology to deliver coordinated marketing, communications, and commerce solutions. The company was founded by Maxwell Dane in 1944 and is headquartered in New York, NY.

Omnicom Group, Inc.

VZ, T, TMUS: SpaceX Starlink’s Rise Tests Telecom Giants, But This Analyst Sees Opportunity Ahead 

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>Morningstar’s Michael Hodel said Starlink has become a profitable satellite internet service, with EchoStar’s deal supporting SpaceX’s wireless expansion plans.&nbsp;</li><li>Hodel expects Starlink to complement rather than replace traditional networks.</li><li>He also highlighted Comcast, Disney, and Omnicom as attractive opportunities in the&nbsp;communications sector.</li></ul><p>Analysts believe SpaceX’s (SPCX) Starlink satellite network is unlikely to dramatically reshape the broadband and wireless landscape, despite investor concerns surrounding the space technology firm’s public debut and its potential impact on traditional communications providers.&nbsp;</p><h2 class="st-heading-2">Starlink’s Expansion Faces Market Limits</h2><p>Michael Hodel, Sector director, Communication Services, Morningstar, said in a note that SpaceX’s satellite internet service has quickly attracted customers worldwide and emerged as a profitable part of the company’s broader operations.&nbsp;</p><p>The company is also pursuing direct-to-phone&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spacex-us-mobile-market-musk-star-branding/cZ1cXJ0R7g4">connectivity</a> through spectrum acquisitions, raising concerns among traditional telecom providers. EchoStar (ECHO) has sold its nationwide AWS-3 wireless spectrum licenses to SpaceX for $2.6 billion in stock, strengthening the latter’s plans for Starlink’s satellite-based mobile services.&nbsp;</p><p>According to Hodel, Starlink has built a considerable customer base in the U.S., but much of its adoption has come from rural communities that previously relied on slower internet options or older satellite services.&nbsp;</p><p>The analyst expects improvements in satellite capacity over time, but believes technical limitations will prevent Starlink from replacing high-performing terrestrial networks in most populated areas.</p><h2 class="st-heading-2">Wireless Disruption Concerns May Be Overstated</h2><p>Starlink’s ambitions to connect directly with mobile devices have pressured shares of major telecom companies, including AT&amp;T Inc. (T), Verizon Communications (VZ), and T-Mobile US (TMUS).&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260710_122541781_png_da9eaf8cc2.webp" alt="Performance Of Telecom Stocks And SpaceX Since Its Public Debut" width="2400" height="1240"><figcaption>Performance Of Telecom Stocks And SpaceX Since Its Public Debut</figcaption></figure><p>However, Hodel argues satellite coverage works best in remote locations and cannot fully satisfy consumers who expect reliable service everywhere they travel.</p><p>He added that building a nationwide wireless network would be difficult for SpaceX because it would need large amounts of spectrum and billions of dollars in infrastructure spending. Major carriers like AT&amp;T, Verizon, and T-Mobile also have little interest in sharing their networks with a new competitor.&nbsp;</p><h2 class="st-heading-2">Comcast, Disney And Omnicom Stand Out Amid Sector Pressure&nbsp;</h2><p>Despite industry uncertainty, Morningstar identified several companies as attractive opportunities&nbsp;in the communications sector. Comcast (CMCSA) remains a favored broadband play as the company evaluates options following its media&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nbc-universal-reportedly-eyes-move-into-video-games-following-comcast-separation/cZ19p5aR7Lo">separation</a> plans.&nbsp;</p><p>Walt Disney (DIS) is viewed positively because of streaming improvements, content strength, and growth opportunities beyond conventional television. Hodel also highlighted Omnicom (OMC), noting that while artificial intelligence creates challenges for advertising agencies, companies with strong data capabilities could benefit from changing marketing demands.</p><p>SPCX stock has dropped 5% since its June debut, while CMCSA and DIS shares have declined 16% and 15%, respectively. OMC stock has remained flat during the same period.&nbsp;&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pep-stock-slides-overnight-wall-street-reconsiders-pepsi-co-growth-outlook-as-consumer-spending-pressure-dents-prospects/cZmApNoR7FJ">PEP Stock Slides Overnight: Wall Street Reconsiders PepsiCo Growth Outlook As Consumer Spending Pressure Dents Prospects</a></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 Starlink logo, with SpaceX branding visible in the background, on February 3, 2026, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

Analysts believe SpaceX’s (SPCX) Starlink satellite network is unlikely to dramatically reshape the broadband and wireless landscape, despite investor concerns surrounding the space technology firm’s public debut and its potential impact on traditional co

Morningstar sees limited impact of SpaceX’s Starlink expansion on telecom companies. 


Comcast Corp

EchoStar Corp

SpaceX

AT&T Inc

T-Mobile US Inc

Verizon Communications 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	$3.03	--	--	N/A
Q3 '26	$2.67	$2.73	2.28%	BEAT
Q2 '26	$2.67	$2.65	-0.66%	MISSED
Q1 '26	$1.82	$1.90	4.52%	BEAT
Q4 '25	$2.72	$2.59	-4.88%	MISSED

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