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Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys Q3 earnings beat and raised full-year guidance, but shares sold off sharply. Traders are split between viewing the drop as a reaction to high expectations, valuation and cash-flow concerns, or part of a broader retreat from AI-linked stocks, while bulls emphasize the companys growth and data-center power demand.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digitals strong quarterly results and raised outlook are drawing attention because the shares sold off sharply despite the upbeat report. Traders are debating whether the decline reflects broader AI and storage-sector risk-off, or concerns that demand, pricing and margins may be near a cyclical peak.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna shares plunged after a reported early leak of Phase 3 data for its personalized melanoma vaccine with Mercks Keytruda; the results showed reduced recurrence and metastasis risk, but traders viewed the benefit as falling short of elevated expectations after the stocks run-up. The debate is whether the selloff is an overreaction to positive data or a sell-the-news repricing of a richly valued, still-investigational cancer treatment.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor and tech selloff sent the 3x leveraged SOXL sharply lower, with traders pointing to oil and Iran-related market jitters and renewed concerns about AI financing after Nvidia CEO Jensen Huangs comments on neocloud funding. The community is split between calling the decline an oversold buying opportunity and warning that semiconductor weakness and AI-spending concerns could drive further losses.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention after a sharp Nasdaq selloff led by AI and semiconductor stocks, amid renewed concerns about returns on heavy AI and data-center spending; elevated oil prices tied to Iran tensions added to risk-off pressure. Traders are split on whether the decline is a correction or the start of a deeper downturn, with some looking for a rebound.

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 resilience near record highs, often rising while broader tech sells off, is driving attention, with traders calling it a defensive safe haven while others question the valuation and suspect positioning or options-related flows. The debate also touches on iPhone Duo demand and analyst downgrades ahead of earnings.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A broad market selloff, led by AI and semiconductor weakness amid worries about AI spending and elevated oil prices tied to Iran tensions, has put SPY in focus. Traders debate whether the decline is a rotation out of tech or the start of a deeper correction, while some expect a rebound.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers quarterly report is driving attention: earnings and gross margins beat expectations, but revenue missed, HOKA and UGG growth was softer, and the full-year sales outlook was cut, despite higher EPS guidance partly reflecting tariff refunds. Traders are debating whether the selloff is an overreaction to a solid quarter or a warning about slowing growth and consumer demand; many also point to buybacks and the balance sheet as support.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is drawing attention after a steep, volatile selloff alongside memory and AI-related stocks, with traders citing uncertainty over AI capital spending, Chinese competition, and technical support levels. The community is split between buying the decline on continued AI-driven storage demand and expecting further weakness; upbeat Western Digital results and anticipation of SanDisks earnings have fueled hopes for a recovery but have not settled the debate.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

A sharp, extended semiconductor selloff is prompting debate over whether heavy AI infrastructure spending can deliver sustainable returns, with traders also citing financing concerns, inflation and elevated yields. Bears see a possible AI-trade unwind, while bulls argue that chip demand remains strong and the sector may be oversold.

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BMY Stock Drops As Lower-Dose Lung Drug Succeeds In Trial, Higher Dose Misses

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Bristol Myers reported that its late-stage ALOFT-IPF trial of the oral drug admilparant met the primary endpoint at the 60 mg twice-daily dose in patients with Idiopathic Pulmonary Fibrosis. 


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VanEck ETF Trust - VanEck Pharmaceutical ETF

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<ul class="summary-bullets"><li>The higher 120 mg twice-daily dose slowed the decline in lung function but did not reach statistical significance.</li><li>The company intends to complete a full review of the data and engage health authorities about next steps toward possible regulatory filings.</li><li>Separately, the company said an interim analysis of the ACTION-1 trial studying RYZ101 in patients with gastroenteropancreatic neuroendocrine tumors met its main goal.</li></ul><p><br>Bristol Myers Squibb (BMY) shares fell roughly 3% in midday trading on Monday, reversing opening gains, after the company reported mixed results from a late-stage trial in scarring lung disease — the study succeeded only at the lower dose tested while the higher dose fell short of statistical significance.</p><p>The company also announced positive results from its late-stage trial in a rare cancer.</p><h2 class="st-heading-2">Bristol Myers' Lung-Disease Results Come With A Caveat</h2><p>Bristol Myers reported that its late-stage ALOFT-IPF trial of the oral drug admilparant met the primary endpoint at the 60 mg twice-daily dose in patients with Idiopathic Pulmonary Fibrosis (IPF).</p><p>Patients receiving that dose showed a statistically significant improvement versus placebo in the absolute change in forced vital capacity—a standard measure of lung function—at 52 weeks. The higher 120 mg twice-daily dose slowed the decline in lung function but did not reach statistical significance. The company noted that both doses were generally well tolerated, with rates of discontinuation due to side effects that were low and similar to placebo.</p><p>Executives called the overall findings supportive of admilparant as a potential first-in-class approach targeting a specific biological pathway in idiopathic pulmonary fibrosis, a progressive disease that scars the lungs and leaves patients with limited effective options.</p><p>The company intends to complete a full review of the data and engage health authorities about next steps toward possible regulatory filings. Detailed results are planned for a future medical meeting. A related late-stage study in a broader form of progressive lung fibrosis is expected to report results in early 2027.</p><h2 class="st-heading-2">Cancer Therapy Shows Stronger Signal</h2><p>Separately, the company said an interim analysis of the ACTION-1 trial met its main goal.</p><p>The study tested RYZ101, an experimental radiopharmaceutical therapy developed by its RayzeBio unit, in patients with gastroenteropancreatic neuroendocrine tumors (GEP-NETs) whose disease had progressed after earlier lutetium-based treatment.</p><p>RYZ101 produced a statistically significant and clinically meaningful improvement in the time patients lived without their cancer worsening, compared with standard options such as certain hormonal agents or other approved drugs. Safety findings matched what was previously known about the therapy.</p><p>Company executives described the outcome as an important milestone for patients with few remaining options after prior therapy and said they plan to discuss the data with regulators. The drug already carries orphan-drug designation for this rare disease. Detailed findings are expected at a future medical conference, and the trial will continue to track overall survival.</p><h2 class="st-heading-2">How Did BMY Retail Traders React?</h2><p>On Stocktwits, retail sentiment around BMY stock stayed within ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.</p><p><a href="https://stocktwits.com/symbol/BMY">BMY stock</a> has gained 6% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/dow-rises-200-points-nasdaq-wavers-china-chip-competition-hits-tech-stocks-oil-climbs/cZxIi1oRB8W">Dow Rises 200 Points, Nasdaq Wavers: China Chip Competition Hits Tech Stocks, Oil Climbs</a></p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</p>

In this photo illustration, the Bristol-Myers Squibb Company logo is seen displayed on a tablet. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)

Bristol Myers reported that its late-stage ALOFT-IPF trial of the oral drug admilparant met the primary endpoint at the 60 mg twice-daily dose in patients with Idiopathic Pulmonary Fibrosis. 

Bristol-Myers Squibb Co.

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Stocktwits sentiment on $SPY just hit its lowest level of the year. How are you feeling about the market right now?

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 just hit its lowest level of the year. How are you feeling about the market right now?

Current Price	$117.04
Prev Close	$115.58
Open	$116.46
Dividend Yield	N/A
50-Day Moving Average	$112.16
Beta	N/A
Avg. Volume	278,109.38
PE Ratio	N/A

52-Week High	$118.00
52-Week Low	$90.74
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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