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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers sold off after its third-quarter report showed weaker-than-expected profitability and a reduced outlook, with traders also focused on margin pressure and a sequential subscriber decline despite strong revenue growth. The community is split between concerns about execution and customer trends and hopes that the Peptides+ launch and Andrew Hubermans board appointment could support growth.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desks quarterly results beat expectations and its next-quarter outlook was stronger than forecast, but shares gave back much of their post-report surge as traders questioned the quality and durability of growth amid flat revenue, weaker margins, and managements cautious tone. The community is split between bulls citing the beat and expanded buyback authorization and bears focused on underlying business weakness and the sharp earnings-call reversal.

Digital Turbine, Inc. engages in mobile growth platform solutions for advertisers, publishers, carriers, and device original equipment manufacturers. It operates through the following segments: On Device Solutions and App Growth Platform. The On Device Solutions segment consists of products and services that simplify the discovery and delivery of mobile apps and content media for device end users. The App Growth Platform segment provides Advertising Solutions and Ad Monetization Solutions. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbines earnings-driven selloff is dominating discussion: revenue beat expectations and the sales outlook rose, but margin compression and unchanged profit guidance fueled concern about whether growth will translate into stronger earnings. Traders are divided between calling the drop an overreaction and warning that pressured margins and debt remain risks.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Reports of an Nvidia board investigation involving CEO Jensen Huang and a woman suspected of being a Chinese spy have fueled concerns about national-security exposure and possible CEO succession risk, though claims of compromised secrets or chip diversion remain unproven. Traders are split between selling amid uncertainty and viewing the controversy as a distraction from Nvidias business fundamentals.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,110,071. The last known price of Bitcoin is 74,895.40905656 USD and is down -0.28 over the last 24 hours. It is currently trading on 12776 active market(s) with $26,892,693,016.04 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Hot U.S. inflation data and renewed bets on Fed rate hikes are weighing on Bitcoin alongside broader risk assets, with traders also citing leveraged long liquidations. The community is split between viewing the pullback as a buying opportunity and expecting further downside, while debating Bitcoins failure to act as an inflation hedge.

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-Waves Q3 earnings are driving debate: traders point to revenue growth and a large backlog, but worry about softer bookings, delayed conversion of bookings into revenue, continued losses and a stretched valuation. The reaction is broadly bearish, with some investors arguing the commercial pipeline and quantum-computing potential support a longer-term bull case.

Senseonics Holdings, Inc. is a medical technology company, which engages in the development and manufacture of glucose monitoring products. Its primary product is the brand Eversense CGM (continuous glucose monitoring) including sensors, smart transmitters, and mobile applications. The company was founded on June 26, 2014 and is headquartered in Germantown, MD.

Senseonics Holdings Inc

Senseonics Q3 results and raised full-year revenue guidance are driving the rally, with traders pointing to accelerating Eversense sales and commercial traction. Bulls see improving execution, while skeptics remain concerned about cash burn, potential dilution, and whether the gains will hold.

Securitize Corp. is a financial technology company, which engages in the provision of regulated infrastructure for the issuance, management, trading, and administration of tokenized real-world assets (RWAs). The company was founded on October 17, 2025 and is headquartered in Miami, FL.

Securitize Corp.

Securitize is drawing attention after agreeing to acquire River One to add asset-backed lending capabilities and announcing a share repurchase program, alongside a quarterly update highlighting growth in tokenized assets. Traders are mostly upbeat about the expansion, though some question the undisclosed acquisition terms and execution.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

GTA VIs approaching launch and managements report of exceptionally strong preorders are driving attention, with traders focusing on the games sales potential despite weaker quarterly bookings and unchanged bookings guidance. Some see the demand as a major growth opportunity, while others warn that launch hype may already be priced in and question whether it will produce lasting cash flow.

Pepe (PEPE) is a cryptocurrency launched in 2023and operates on the Ethereum platform. Pepe has a current supply of 413,772,350,095,630.40630647. The last known price of Pepe is 0.00000511 USD and is up 0.93 over the last 24 hours. It is currently trading on 729 active market(s) with $552,678,948.79 traded over the last 24 hours. More information can be found at https://www.pepe.vip/.

Pepe

PEPE is drawing attention for a green rebound and relative strength against a weaker crypto market, prompting traders to speculate that meme-coin momentum may be returning. Bulls are cheering the move and hoping it holds, while skeptics warn it could fade and point to repeated pullbacks around resistance.

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Palantir Secures Crucial Security Clearance To Expand Australian Operations 

Equity

The milestone allows Australian government agencies and commercial clients to use Palantir Foundry.

The Zacks Analyst Blog Highlights Palantir, Direxion Daily PLTR Bull 2X Shares, GraniteShares 2x Long PLTR Daily ETF, iShares U.S. Tech Independence Focused ETF, iShares Expanded Tech-Software Sector ETF and Global X Defense Tech

PLTR hits $1B revenue for the first time, boosting PLTU, PTIR, IETC, IGV, and SHLD as AI-driven growth fuels ETF gains.

ETFs to Ride on Palantir's First Billion-Dollar Quarter Revenues

PLTR tops $1B in Q2 revenues for the first time, fueling ETFs like PLTU, IGV, IETC, and SHLD that are tied to the stock's surge.


Palantir Expands Fedrigoni Partnership As Its AI Commercial Strategy Gains Steam

The collaboration, which initially focused on demand forecasting and stock optimization, has broadened to support Fedrigoni’s company-wide digital transformation. 

Palantir shares edges up on expanded government role, amid privacy concerns

Investing.com -- Shares of  Palantir Technologies Inc  . (NYSE:NASDAQ:PLTR) rose 0.8% pre-open following a  New York Times  (NYSE:NYT) report detailing the company’s increasing involvement with the Trump administration’s data-sharing initiatives. The report revealed that Palantir has been selected to play a central role in President Trump’s executive order to enhance inter-agency data sharing, a move that could potentially consolidate the President’s surveillance capabilities.

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<ul class="summary-bullets"><li>Palantir received the IRAP PROTECTED certification in Australia.&nbsp;</li><li>The certificate is a prerequisite for organizations working with Australian government entities.</li><li>Palantir Platform Australia (PPA) delivers cloud-based solutions, including Foundry and AIP.&nbsp;</li></ul><p>Palantir Technologies Inc. (PLTR) announced on Thursday that it has received the IRAP PROTECTED certification under the Australian Information Security Registered Assessors Program (IRAP), a crucial security clearance that allows Australian government agencies and commercial clients to use the Palantir Foundry.</p><p>Following the update&nbsp;<a href="https://stocktwits.com/symbol/PLTR">Palantir’s stock</a> traded over 3% higher in Thursday’s premarket. However, on Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;</p><h2 class="st-heading-2">Significance Of Certification&nbsp;</h2><p>The PROTECTED-level assessment is a prerequisite for organizations working with Australian government entities. It was conducted by an independent IRAP assessor following protocols established by the Australian Signals Directorate (ASD).&nbsp;</p><p>Palantir’s approval enables a wider range of Australian customers to adopt its software securely.</p><h2 class="st-heading-2">Palantir Platform Australia&nbsp;</h2><p>The company’s local operations, known as Palantir Platform Australia (PPA), deliver cloud-based solutions including Foundry and AIP. These services run on Australian Amazon Web Services (AWS) regions and are tailored to meet the requirements of government agencies and private enterprises.</p><blockquote><p>“We are proud to support Australia’s mission to safeguard its most sensitive data and infrastructure, and we look forward to empowering our customers with the highest standards of security.”</p><p>-Paul Rawlins, AU, Head of Public Sector, Palantir&nbsp;</p></blockquote><h2 class="st-heading-2">Q3 Earnings At A Glance&nbsp;</h2><p>The AI intelligence software provider posted a 63% year-on-year increase in its third-quarter revenue of $1.18 billion. Palantir’s U.S. revenue grew 77% YoY and 20% sequentially to $883 million.</p><p>The company raised its 2025 revenue guidance to a range of $4.396 billion to $4.40 billion,&nbsp;compared to the analysts' consensus estimate of $4.4 billion, according to FsicalAI data.&nbsp;</p><p>PLTR stock has gained over 118% in 2025 and over 166% in the last 12 months.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dell-pushes-back-project-maverick-ai-overhaul-by-three-months-report/cLPAitTREaG">Dell Pushes Back ‘Project Maverick’ AI Overhaul By Three Months: Report</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 logo of Palantir Technologies, with the company's circular emblem visible in the background, on July 30, 2025, in Chongqing, China. 

Palantir received the IRAP PROTECTED certification in Australia.

Palantir Technologies Inc

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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.

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