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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

Discussion centers on Candels planned Q4 BLA submission for CAN-2409 in localized prostate cancer and upcoming clinical data presentations; bullish holders see these as potential catalysts, while skeptics question the timeline and managements transparency. The steep, low-volume decline has also fueled debate over broader biotech weakness versus company-specific concerns about cash needs and dilution.

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 Q3 results and upbeat Q4 outlook are driving attention: premium subscriber growth and stronger-than-expected margin and profit guidance outweighed misses on revenue and EPS. Traders are debating the sharp rally despite those misses, with bulls emphasizing subscriber momentum, improving advertising growth, and the forward outlook while skeptics point to higher expenses and weaker cash flow.

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 large equity-and-warrant financing and stock-funded acquisition strategy are driving concern about shareholder dilution and managements capital allocation as the stock sells off. Some traders see the funding and broader push into quantum infrastructure and security as long-term strategic investment, while others doubt it will translate into per-share value.

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 technical rebound and breakout attempt are drawing attention, with traders debating whether the shares can sustain upward momentum or will meet resistance again. Bulls also cite stronger parks and streaming performance in the quarterly results, while skeptics point to the stocks prolonged range-bound history and risk of another pullback.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits post-earnings selloff is centered on weaker-than-expected outlook, slowing user growth and declining Google search referrals, which raised concerns about future ad growth and the planned shift toward logged-in users; analyst downgrades added pressure. Traders are divided between seeing the drop as an overreaction to an otherwise strong quarter and viewing traffic and user-growth risks as a threat to the business model.

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.

Oxford Lane Capital Corp. is a closed-end management investment company, which engages in investing in debt and equity tranches of collateralized loan obligation vehicles. The company was founded on June 9, 2010 and is headquartered in Greenwich, CT.

Oxford Lane Capital Corp

OXLC is drawing attention amid a steep selloff and heavy volume ahead of its upcoming earnings report, with traders debating the outlook for NAV and whether the monthly distribution can be maintained. Some blame short-selling or anticipate a short-covering bounce, while others warn of further losses, a dividend cut, or another reverse split; those short-selling claims remain speculation.

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 in AI and semiconductor stocks, with traders pointing to concern over AI spending and reports questioning OpenAIs revenue outlook as possible pressure on the sector. Bulls call the selloff an overreaction and are buying the dip, while bears argue the stocks high valuation leaves it vulnerable to further declines.

Pyth Network (PYTH) is a cryptocurrency launched in 2021and operates on the Solana platform. Pyth Network has a current supply of 9,999,981,857.422035 with 7,874,958,864.894765 in circulation. The last known price of Pyth Network is 0.06503621 USD and is up 3.48 over the last 24 hours. It is currently trading on 450 active market(s) with $50,940,939.77 traded over the last 24 hours. More information can be found at https://pyth.network/.

Pyth Network

Pyths Nasdaq market-data distribution and the DAOs move to direct all product revenue toward PYTH reserve accumulation are driving bullish discussion, alongside optimism about its real-world-asset data business. Some traders remain cautious about token unlocks, selloffs, and whether revenue growth will translate into sustained token demand.

Interactive Brokers Group, Inc. is an investment holding company, which engages in broker or dealer and proprietary trading businesses. It offers custody and service accounts for hedge and mutual funds, exchange-traded funds, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors. The company was founded by Thomas Pechy Peterffy in 1977 and is headquartered in Greenwich, CT.

Interactive Brokers Group Inc - Ordinary Shares - Class A

Interactive Brokers Group Inc 

Interactive Brokers Q3 results are driving discussion, with shares under pressure despite growth in earnings, client accounts and net interest income. Traders are focused on slower trading activity and an in-line report, while debating whether the firms strong margins and higher dividend offset concerns about growth and competition.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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ORCL Stock Slips Premarket — Analysts See OpenAI-Fueled Cloud Beat As Options Traders Chase Another Big Upside Rip

Equity

Options markets imply an 11%, or nearly $18, post-earnings swing in Oracle shares, with calls trading “a lot richer than puts.” 

Best-Performing Leveraged ETF Areas of Last Week 

IONX, RGTX, CWVX, MULL and ORCX soared last week as leveraged bets on quantum, AI cloud, memory chips and Oracle's rally paid off.

Wall Street Risk Appetite Grows: Can ETFs Stay Steady?

QGRW and QLC may emerge as good-quality ETF plays, offering stability and growth potential in a volatile market driven by speculation and looming tariff risks.

Tidal Trust II - Defiance Daily Target 2X Long ORCL ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Analysts expect revenue to rise 27% from the previous year to $19.14 billion and adjusted EPS to increase nearly 18% to $1.74.</li><li>Mizuho expects Oracle Cloud Infrastructure outperformance as nearly 1 gigawatt of capacity comes online.</li><li>Analyst targets range from Oppenheimer’s $275 to Guggenheim’s $400, implying about 70% to 147% upside from current levels.</li></ul>Shares of Oracle Corp. (ORCL) slipped 1% in early premarket trading on Thursday as bullish options activity and upbeat Wall Street forecasts fueled expectations that surging demand from OpenAI and other AI customers could help the database giant deliver another cloud-driven earnings beat.<a href="https://stocktwits.com/symbol/ORCL">ORCL stock</a> snapped four straight sessions of gains on Wednesday to end the session about 1% lower.&nbsp;<h2 class="st-heading-2">ORCL Traders Bet On Earnings Upside</h2>Oracle will report first-quarter (Q1) results after the closing bell on Thursday. Options are pricing in an 11% move, or nearly $18 per share, around earnings,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/video/2026/09/09/oracle-calls-are-trading-a-lot-richer-than-puts-ahead-of-earnings-says-ig-groups-julia-spina.html">according</a> to IG Group North America research head Julia Spina. “Calls are trading a lot richer than puts,” Spina said, meaning traders are paying more for upside exposure than downside protection — “kind of the opposite of what you normally see in equities markets.”The activity has intensified over the past two weeks as investors potentially try to avoid missing another rally. Oracle surged about 36% following its September earnings report last year after delivering a major upside surprise.According to Fiscal AI, analysts expect revenue of $19.14 billion, up 27% from a year earlier. Adjusted earnings per share (EPS) is projected to rise nearly 18% to $1.74, while&nbsp;earnings before interest, taxes, depreciation, and amortization (EBITDA) is expected to jump about 41% to $10.58 billion. Sequentially, however, Koyfin estimates show revenue slipping 0.3%, EBITDA falling 3.1% and adjusted EPS declining 17.6%.&nbsp;<h2 class="st-heading-2">OpenAI Demand Fuels Oracle Cloud Growth&nbsp;</h2>Mizuho reiterated an ‘Outperform’ rating and $320 target, implying about 98% upside from current levels. The firm expects oracle cloud infrastructure (OCI) outperformance as Oracle brings nearly 1 gigawatt of capacity online during the quarter, compared with 1.2 gigawatts during all of fiscal 2026.The expansion could help Oracle convert its enormous AI backlog — much of it linked to OpenAI and Project Jupiter — into revenue. Mizuho also said investors underappreciate the company’s “bring-your-own-hyperscaler” and prepaid structures, which reduce its balance-sheet burden.Oppenheimer also maintained an ‘Outperform’ rating and $275 target, representing about 70% upside. Its analysis points to stronger OCI growth and backlog conversion, supporting the bull case that cloud demand is constrained by supply rather than customers.Oracle has guided for Cloud Services revenue growth of 57% to 63% in constant currency. However, Guggenheim estimates that meeting the forecast would require just over $9 billion of new infrastructure-as-a-service annual recurring revenue to come online, more than double the estimated $4.2 billion added in the previous quarter.&nbsp;<h2 class="st-heading-2">Oracle’s AI Funding Risk Looms&nbsp;</h2>Guggenheim retained a ‘Buy’ rating and $400 target, implying a 147% upside. The firm said Oracle’s $20 billion at-the-market equity offering has become a bigger investor concern than its concentration of business with OpenAI.Oracle plans to raise $40 billion in fiscal 2027 for its AI buildout. Guggenheim said conversations with rating agencies suggest equity will likely need to fund part of the remaining amount, although it believes Oracle has passed the riskiest stage of the expansion.&nbsp;The company’s five-year credit-default swaps recently hit record highs, underscoring concern about its capital commitments. Oppenheimer warned that higher capex guidance or capacity delays could pressure the stock, while Mizuho sees room for a re-rating if financing concerns ease and free-cash-flow visibility improves.<h2 class="st-heading-2">How Do Retail Traders Feel About ORCL?</h2>On Stocktwits, retail sentiment for ORCL slipped to ‘bullish’ from ‘extremely bullish’ levels a day ago amid ‘high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/orcl_ss_dd0b47877f.png" alt="orcl ss.png" width="648" height="359"><figcaption>ORCL sentiment and message volume as of September 10 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/Pradeep83/message/663930371">said</a>, “$ORCL tomorrow will be fall another 5% before bell and after bell straight to $200- $210”<stembedurl>https://stocktwits.com/Pradeep83/message/663930371</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Robvgains/message/663903294">said</a>, “$ORCL holding 420 through earnings and into next year. No reason we should be priced this low compared to Dell”<stembedurl>https://stocktwits.com/Robvgains/message/663903294</stembedurl>ORCL stock has declined 32% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/best-performing-etf-2026-bwet-crude-tanker-futures/cZta2gmRJC0">The Best-Performing ETF This Year Has Nothing To Do With AI Or Bitcoin — It's Linked To Crude Tanker Futures And Is Up 2,900%&nbsp;</a>

In this photo illustration, the ORACLE logo displayed on a smartphone with the OpenAI logo in the background. (Photo Illustration by Algi Febri Sugita/SOPA Images/LightRocket via Getty Images)

Options markets imply an 11%, or nearly $18, post-earnings swing in Oracle shares, with calls trading “a lot richer than puts.”

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Direxion Shares ETF Trust - Direxion Daily ORCL Bull 2X ETF

Defiance Daily Target 2X Long ORCL ETF

Technology Select Sector SPDR Fund

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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.

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Got $ORCX filled when $ORCL reached $135 as planned, but feels like catching a falling knife at the moment.  LOL  
 
Will add more if ORCL reaches 131-132 level.  
 
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