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TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TGTX is drawing attention after a sharp breakout to a 52-week high, with traders focused on heavy call buying and positioning ahead of the Q3 report. Buyout and short-squeeze theories are circulating, but remain speculation; others point to BRIUMVIs sales growth as the underlying driver.

Root, Inc. is a technology insurance company, which engages in the provision of insurance services. It offers mobile telematics and technology platforms to segment individual risk based on complex behavioral data and customer experience to make pricing decisions and grow businesses. It provides insurance products and services in the United States. The company was founded by Alexander E. Timm and Daniel Manges in February 2015 and is headquartered in Columbus, OH.

Root Inc - Ordinary Shares - Class A

Root Inc

Roots Hyundai Secure+ partnership is drawing attention after the product was identified as powered by Root, with traders focused on its potential to expand embedded, dealership-based insurance sales. Bulls see Hyundai and Kias vehicle sales as a significant distribution opportunity, while skeptics question how quickly the rollout can translate into policy growth amid recent concerns about declining policies in force.

Regeneron Pharmaceuticals, Inc. is a biotechnology company, which engages in the discovery, invention, development, manufacture, and commercialization of medicines. Its product portfolio includes the following brands: Dupixent, Evkeeza, Eylea, Inmazeb, and Kevzara. The firm accelerates the traditional drug development process through its proprietary VelociSuite technologies such as VelocImmune, which uses unique genetically humanized mice to produce optimized fully human antibodies and bispecific antibodies. The company was founded by Alferd G. Gilman, Leonard S. Schleifer, George Damis Yancopoulos, and Eric M. Shooter on January 8, 1988, and is headquartered in Tarrytown, NY.

Regeneron Pharmaceuticals, Inc.

Regenerons stronger-than-expected third-quarter results are driving the sharp rally, with traders highlighting growth in Dupixent and Eylea HD and the stocks breakout to a new high. The reaction is broadly bullish, though some note that declining legacy Eylea sales and biosimilar competition remain risks.

Cheniere Energy, Inc. engages in liquefied natural gas (LNG) related businesses. It owns and operates LNG terminals, develops, constructs, and operates liquefaction projects near Corpus Christi, Texas, and at the Sabine Pass LNG terminal. The company was founded by Charif Souki in 1983 and is headquartered in Houston, TX.

Cheniere Energy Inc.

Cheniere is drawing attention after strong quarterly results, higher full-year guidance and a dividend increase, fueling bullish momentum and fresh-high chatter. Some traders are taking profits and options positioning is mixed, reflecting caution after the run-up.

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 drawing attention ahead of its quarterly results, with traders focused on GMV and take rate as well as whether payments-heavy growth can offset margin pressure and rising credit costs. The discussion is split between hopes for a strong report and concerns about the recent pullback and earnings risk.

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 rising sharply on Q3 results and an upbeat Q4 outlook, with traders focusing on subscriber growth, improving gross margin and stronger guided operating income despite an EPS miss. The rally has prompted bullish reactions, while skeptics question the valuation and higher expenses.

TRON (TRX) is a cryptocurrency launched in 2018. TRON has a current supply of 95,022,365,191.094644 with 95,022,375,662.737444 in circulation. The last known price of TRON is 0.30232528 USD and is down -8.04 over the last 24 hours. It is currently trading on 1389 active market(s) with $1,465,217,312.79 traded over the last 24 hours. More information can be found at https://trondao.org/.

Tron

TRON is drawing attention for its perceived resilience and steady upward trend compared with other cryptocurrencies, with traders sharing bullish breakout setups and pointing to stablecoin activity as support for the network. Others remain skeptical, citing its long periods of sideways trading and warning that the recent advance could give way to a pullback.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLakes BLA submission for sonelokimab in hidradenitis suppurativa has put FDA acceptance and the review timeline at the center of discussion. Traders are split between optimism about the drugs potential and a possible partnership or acquisition, and concerns about regulatory risk, competition, and the cost of commercializing it independently.

OFFICIAL TRUMP (TRUMP) is a cryptocurrency and operates on the Solana platform. OFFICIAL TRUMP has a current supply of 999,998,811.032761 with 281,866,747.320393 in circulation. The last known price of OFFICIAL TRUMP is 1.57555883 USD and is down -1.93 over the last 24 hours. It is currently trading on 744 active market(s) with $126,884,732.61 traded over the last 24 hours. More information can be found at https://gettrumpmemes.com/.

Trump For President

The Trump-themed meme coin is drawing attention amid its steep decline from earlier highs, with many traders calling it a pump-and-dump and pointing to losses among holders. A smaller bullish contingent sees the recent price strength as accumulation or a possible squeeze, while election-related speculation adds to the debate over demand.

Blue Owl Capital, Inc. operates as an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions products. The company offers a platform of capital solutions to both middle market companies and large alternative asset managers. The company was founded by Doug Irving Ostrover, Michael Rees and Craig W.Packer in 2009 and is headquartered in New York, NY.

Blue Owl Capital Inc - Ordinary Shares - Class A

Blue Owls Q3 results beat expectations, and traders are highlighting growth in assets under management, fee-related earnings, and managements outlook for future fee growth and dividend coverage. Bulls see room for a valuation recovery, while skeptics remain focused on private-credit redemption concerns and put-heavy options activity.

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ETFs to Buy as Lockheed Shares Jump Post Q3 Earnings Beat, Record Backlog

LMT shares jump 9.6% after a Q3 earnings beat and record backlog, putting defense ETFs with significant LMT exposure in focus. 

LMT Stock Rises Overnight: Analysts Back Lockheed Martin On Record Backlog, L-35 Boost 

Equity

Morgan Stanley upgraded Lockheed Martin to ‘Overweight,’ seeing a 38% upside. 


GE Stock Slides Despite Higher Guidance As Costs Rise, Insurance Business Swings To A Loss: CEO Says Company Continues To 'Build Momentum'

GE Aerospace reported third-quarter EPS of $2.25 and revenue of $13.3 billion, beating Wall Street’s estimates.

Defense ETFs in Spotlight Ahead of Q3 Earnings Season

Defense ETFs draw attention ahead of Q3 earnings as rising Treasury yields pressure valuations, while strong demand may support growth. 

LMT Stock Tracks Best Week Since Mid-August: CEO Calls Defense Demand ‘Permanent’ As $300M Texas Expansion Takes Shape 

Lockheed Martin aims to increase annual PAC-3 MSE missile production from about 600 to at least 2,000 over time. 

Red Cat Unveils New Long-Endurance Military Drone, Forms New Division – Retail Believes RCAT Stock Is A Long-Term Play

The company launched Red Cat Aerial, a new drone division that brings together its existing Teal Drones and FlightWave Aerospace businesses under a single brand


BA Stock Ticks Higher Overnight: Analyst Sees MAX 10 Certification By Year-End, 36% Upside

Jefferies kept a ‘Buy’ rating for Boeing and a $265 price target. 


Boeing Lands $20B Navy Deal for Next-Gen Fighter Jet: ETFs to Watch

Boeing's $20B Navy win adds to a string of defense and commercial orders. Here are the ETFs offering exposure to the aerospace giant.

NOC Stock Heads For Second Red Week: BofA Calls Northrop Attractive Despite Losing Navy Contract To Boeing 

BofA remains bullish on Northrop, citing major defense programs and potential protest prospects. 


Defense ETFs Stand to Gain as Trump Administration Signs JATM Deal

A new JATM framework agreement with Lockheed Martin could boost missile production and create broader opportunities across defense ETFs.

Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Jefferies raised Lockheed Martin’s price target after the company’s 10-year F-35 agreement to produce 156 jets.&nbsp;</li><li>Bank of America raised its target to $620 but warned of potential cash flow risks.&nbsp;</li><li>Morningstar raised Lockheed Martin’s fair value estimate to $680, seeing 13% upside.&nbsp;</li></ul><p>Lockheed Martin Corp. (LMT) stock ticked higher overnight as Wall Street analysts grew more optimistic about the defense contractor’s outlook, citing a record backlog and improved visibility from its decade-long F-35 production agreement. Morgan Stanley upgraded the stock, while Jefferies raised its price target, even as Bank of America flagged potential cash flow risks.&nbsp;</p><p><a href="https://stocktwits.com/symbol/LMT">Lockheed Martin stock</a> edged 0.5% higher overnight, heading into Monday. The stock’s 9% gain last week was its best performance since July. The stock is also on track for its best year since 2022.&nbsp;</p><h2 class="st-heading-2">Wall Street Raises Price Targets On Lockheed Martin</h2><p>On Sunday, Jefferies analyst Sheila Kahyaoglu increased the firm's price target on Lockheed Martin to $615 from $595 while maintaining a ‘Hold’ rating. The analyst said the company's third-quarter results helped address uncertainty surrounding F-35 production, with plans to sustain an annual output of 156 aircraft for the next decade.&nbsp;</p><p>The program contributes nearly 30% of Lockheed Martin's revenue. Last week, Lockheed Martin and the Department of War&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lmt-stock-lockheed-martin-q3-earnings-2026-outlook-f35-framework/cZxwewGRBwt">reached</a> a preliminary arrangement to produce and support at least 850 F-35 aircraft over 10 years. The plan aims to preserve annual manufacturing capacity of 156 jets while improving the stealth fighter program's supply network. Lockheed Martin has committed to investing at least $7 billion of its own money in the effort.</p><p>Morgan Stanley upgraded Lockheed Martin to ‘Overweight’ from ‘Equal Weight’ and set an $835 price target, suggesting a 38% upside from the stock’s last close. Bank of America similarly raised its price target on LMT to $620 from $600 but kept a ‘Neutral’ rating. It praised the company’s stronger-than-expected Q3 results and improved outlook but warned that its 2026 cash flow outlook of $7.8 billion to $8 billion could pose risks.&nbsp;</p><h2 class="st-heading-2">Morningstar Sees Potential Upside For&nbsp;Lockheed Martin</h2><p>Morningstar analyst Nicolas Owens raised his fair value estimate for Lockheed Martin to $680 per share from $650 following the company's Q3 results and added that the stock trades approximately 13% below its revised valuation.</p><p>Lockheed Martin generated nearly $21 billion in Q3 revenue, an 11.3% increase from a year earlier. The company’s backlog rose 27% from Q2 to a new record of $292 billion. Morningstar expects increased defense spending to support demand for missiles, space systems and other military technologies. It also sees potential growth from maintenance services and advanced weapons programs.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_27_57cfcefb35.png" alt="fiscal-ai-chart-export (27).png" width="1400" height="1000"></figure><h2 class="st-heading-2">LMT Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained ‘bullish’.&nbsp;</p><p>A user&nbsp;<a href="https://stocktwits.com/fjohnson/message/667321213">said</a>, “Lockheed Martin Corporation (LMT): The clear gold standard among defense contractors, showing massive year-to-date strength up over 36%. Supported by a massive $165 billion order backlog, they are practically recession-proof and benefit directly as global governments structurally increase long-term defense budgets. Management recently increased its dividend by 5%, making it an excellent defensive buffer.”</p><p>LMT stock has gained 24% year-to-date.&nbsp;</p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-tmus-lkq-cmg-stocks-tumble-to-52-week-lows-last-week/cZUdVrCRBUC">Why Did TMUS, LKQ, CMG Stocks Tumble To 52-Week Lows Last Week?</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Visitors look at a replica of the Lockheed Martin PAC-3 Missile Segment Enhancement (MSE) displayed at the company's stand.

Lockheed Martin Corp. (LMT) stock ticked higher overnight as Wall Street analysts grew more optimistic about the defense contractor’s outlook, citing a record backlog and improved visibility from its decade-long F-35 production agreement. Morgan Stanley u

LMT Stock Rises Overnight: Analysts Back Lockheed Martin On Record Backlog, L-35 Boost

iShares Dow Jones US Aerospace & Defense

Lockheed Martin Corp.

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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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