SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

BioNTech SE operates as immunotherapy company, which engages therapies for cancer and other serious diseases. Its product pipeline include BNT162b2, BNT161, BNT164, FixVac, iNeST, RiboMabs, CAR-T Cells, TCRs and Next-Gen CP Immunomodulators. The company was founded by Christopher Huber, Oezlem Tuereci, and Ugur Sahin on June 2, 2008 and is headquartered in Mainz, Germany.

BioNTech SE - ADR

Mixed oncology-trial results are driving attention: traders cite BioNTechs BNT113 setback and modest breast-cancer benefit, while bulls point to other promising pipeline readouts and upcoming updates. Debate also reflects concern over the leadership transition and the time needed to turn the pipeline into commercial products.

Twilio, Inc. engages in the development of communications software, cloud-based platforms, and services. It operates through Twilio Communications and Twilio Segments. The Twilio Communications segment includes the platforms Messaging and Voice. The Twilio Segment involves Segment, Engage, Flex, Email, and others. The company was founded by John Wolthuis, Jeffery G. Lawson, and Evan Cooke in March 2008 and is headquartered in San Francisco, CA.

Twilio Inc - Ordinary Shares Class A

Twilio Inc

Twilios quarterly results beat expectations and lifted its full-year outlook, but a softer next-quarter organic growth forecast signaled deceleration and drove a sharp selloff. Traders are debating whether slowing messaging growth and weaker customer expansion outweigh the strong results, while some see the pullback as a potential bounce opportunity.

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

SCHD is drawing attention as traders discuss a shift from volatile technology and growth stocks toward dividend-paying value and defensive holdings amid market uncertainty. Many point to its recent strength and keep accumulating, while others question its yield and warn that rising Treasury yields or a return to tech could weigh on the fund.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Traders are focused on whether Q3 results will show that oral Wegovy demand and international expansion can offset concerns about Eli Lillys competitive lead in GLP-1 drugs. The community is divided: some see the pill rollout and low valuation as recovery potential, while others remain cautious about Novos execution, management and pipeline; the Hengrui licensing deal also drew debate as a longer-term pipeline move.

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

A sharp breakout to a fresh 52-week high has put TGTX in focus, with traders pointing to BRIUMVIs commercial growth and anticipation of earnings and upcoming subcutaneous data. Buyout and short-squeeze theories are circulating, but remain speculation; others see the rally as momentum ahead of those catalysts.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvanas Q3 report, with record sales and revenue growth but an EPS miss and weaker margins, sparked a sharp rally and renewed short-squeeze speculation; traders are also citing the SECs decision to close its investigation without recommending enforcement. The move has drawn competing views, with bulls focused on growth and squeeze potential while bears question profitability, guidance and valuation.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

A sharp selloff and persistent volatility dominate discussion, with traders pointing to broader weakness in miners and uncertainty over Sangdongs production ramp and near-term cash flows. Some remain bullish on tungsten-market fundamentals and the mines first shipment, while others say the investor-day discussion offered little new detail and are concerned about execution.

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 strong third-quarter earnings, supported by growth in Dupixent and Eylea HD, sparked a sharp share-price surge and a new 52-week high. Traders are broadly bullish on the breakout, while debating whether the move can hold or will retrace.

Crown Castle, Inc. engages in the business of owning, operating, and leasing shared communications infrastructure. It operates through the following segments: Towers, Fiber, and Other. The Towers segment focuses on providing coverage and capacity for wireless carrier network deployments. The Fiber segment includes communications infrastructure offerings of small cells and fiber solutions. The Other segment is involved in corporate assets such as cash and cash equivalents. The company was founded by Ted B. Miller Jr. and Edward C. Hutcheson Jr. in 1994 and is headquartered in Houston, TX.

Crown Castle Inc

Crown Castle International Corp

Reports that SpaceX is in talks to access at least 80,000 U.S. cell sites, including Crown Castles towers, have focused attention on the prospect of a major new leasing customer. Traders see potential tower revenue upside, while skeptics note that no agreement is signed and question whether SpaceXs wireless plans will translate into meaningful demand.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

A steep selloff in Aehr shares is driving discussion as traders debate whether broader AI and semiconductor weakness, valuation concerns and bearish options flow point to more downside or an oversold setup ahead of earnings. Bulls are watching guidance, backlog and potential AI test-system orders, while skeptics question execution and the companys ability to justify its valuation.

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WHO Kills MAHA-Backed Hepatitis B Baby Vaccine Trial

WHO Kills MAHA-Backed Hepatitis B Baby Vaccine Trial

 Authored by Benjamin Bartee via Armageddon Prose,Since September of last year, a team of Danish researchers, backed by $1.6 million in funding from RFK Jr.'s CDC, had planned a large-scale hepatitis B vaccine trial in the sub-Saharan...

Pershing Square CEO Bill Ackman: I'm a big believer in Israel long-term

Pershing Square CEO Bill Ackman: I'm a big believer in Israel long-term...

Citi Just Downgraded Bill Ackman's Pershing Square Stock to Sell, Citing a $45 Price Target Versus Its $60 Peak. Is PS Stock Overvalued After Its April IPO Rally?

Key PointsPershing Square stock has surged roughly 87% since its IPO in April...

Bill Ackman Is Directing Up to $3 Billion Into Howard Hughes' Insurance Arm, Vantage, as Part of His Plan to Build a Modern Berkshire Hathaway. Is HHH Stock the Way to Play His Buffett Ambitions?

Key PointsLast month, Pershing Square's Bill Ackman openly discussed his plans to turn Howard Hughes Holdings into an investment holding company...

Pershing Square Announces Dates and Times for 2026 Third Quarter Earnings Release and Conference Calls

Pershing Square Inc. (NYSE:PS) (Pershing Square or the Company) today announced that the Company will release its third quarter results on Monday, November 2, 2026, after the market closes. The Company's earnings release will be posted to the Investor Relations section of the Company's website...

Pershing Square USA, Ltd. to Publish its Quarterly Portfolio Review on November 2, 2026

Pershing Square USA, Ltd. (NYSE:PSUS) (PSUS) today announced that it plans to publish its third quarter portfolio review on Monday, November 2, 2026. Concurrently with the release of PSUSs portfolio review, Pershing Square Inc. (NYSE:PS), the parent company of PSUSs Investment Manager, plans to...

Reminder - Pershing Square (PS) Goes Ex-Dividend Soon

Looking at the universe of stocks we cover at Dividend Channel, on 10/9/26, Pershing Square Inc (Symbol: PS) will trade ex-dividend, for its quarterly dividend of $0.103, payable on 10/20/26. As a percentage of PS's recent stock price of $58.79, this dividend works out to appro...

Bill Ackman Called Howard Hughes Holdings a 'Compounding Machine' He Wants to Turn Into a Trillion-Dollar Business Over the Next 50 Years. Here's Why the Market Might Be Underpricing That Bet.

Key PointsBill Ackman's Pershing Square bought a controlling stake of Howard Hughes last year at a premium price...

Pershing Square Declares Fourth Quarter 2026 Dividend

Pershing Square Inc. (NYSE:PS) (Pershing Square or the Company) today announced that its Board of Directors (the Board) has declared a quarterly cash dividend of $0.103 per share of its common stock for the fourth quarter of 2026, payable on October 20, 2026 to shareholders of record as of the...

Why Is Pershing Square Stock Falling on Tuesday?

Pershing Square (NYSE: PS) stock drops 8% Tuesday after a Jones Trading downgrade. See analyst ratings, price targets and earnings results.read more...

Pershing Square, Inc. operates as an alternative asset management company. It operates through the following business segments: Operating Assets, MPC,and Strategic Developments. The Operating Assets segment consists of developed or acquired retail, office, and multifamily properties along with other real estate investments. The MPC segments offers the development and sale of land in large-scale, long-term community development projects. The Strategic Developments segment provides residential condominium and commercial property projects currently under development. The company was founded by William A. Ackman on December 17, 2003 and is headquartered in New York, NY.

Pershing Square Inc.

Seth Klarman’s Baupost Loads Up On AMZN, GOOGL — Takes New Stake In Bill Ackman’s Pershing Square

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>Baupost bought nearly $13 million worth of Pershing Square Inc. in the second quarter.</li><li>The firm established a nearly $137-million position in CME Group, parent of the Chicago Mercantile Exchange.</li><li>Baupost increased its Amazon stake, making it the firm’s largest disclosed equity holding, and raised its position in Alphabet.</li></ul><p>Billionaire investor Seth Klarman’s Baupost Group took a new position in Bill Ackman’s asset management company, Pershing Square Inc. (PS), in the second quarter while adding to some of its biggest technology bets and establishing a much larger position in CME Group Inc. (CME). Among those technology bets were Amazon.com Inc. (AMZN) and Alphabet Inc. (GOOGL), with Baupost increasing its positions in both during the quarter.</p><p>At the time of writing on Friday afternoon,&nbsp;<a href="https://stocktwits.com/symbol/AMZN">AMZN stock</a> was trading 0.65% lower,&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">GOOGL shares</a> were down 0.42%, and&nbsp;<a href="https://stocktwits.com/symbol/PS">PS stock</a> was lower by 0.24%.&nbsp;</p><h2 class="st-heading-2">Baupost Takes New Positions</h2><p>The Boston-based investment firm disclosed a small stake in Pershing Square, valued at nearly $13 million as of June 30, in a filing with the Securities and Exchange Commission on Thursday. Baupost established a much larger position in CME Group, the parent of the Chicago Mercantile Exchange, valued at nearly $137 million at quarter-end, according to a regulatory filing.</p><p>Klarman also leaned further into two of the biggest technology companies in the quarter. Baupost increased its Amazon position by about 20%, to 3.74 million shares valued at roughly $892 million.</p><p>The firm boosted its Alphabet stake by about 16%, to roughly 1.37 million shares. The position was valued at nearly $490 million at the end of June.</p><h2 class="st-heading-2">Klarman Cuts Restaurant Brands Stake</h2><p>Klarman pared several sizable holdings. Baupost cut its Restaurant Brands International Inc. (QSR) position by more than 16% to about 6.75 million shares, worth around $490 million.</p><p>The regulatory filings offer only a snapshot of Baupost’s U.S.-listed equity holdings at the end of the quarter and don’t disclose short positions.</p><h2 class="st-heading-2">AMZN, GOOGL, PS Stocks: Retail Sentiment</h2><p>On Stocktwits, retail sentiment for both AMZN and GOOGL was ‘bearish,’ while message volume was ‘low.’ Meanwhile, retail sentiment for PS was ‘bullish,’ while message volume was ‘high.’</p><p><a href="https://stocktwits.com/symbol/GOOGL">GOOGL stock</a> has gained nearly 11% year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/AMZN">AMZN shares</a> have added 13.5%, and&nbsp;<a href="https://stocktwits.com/symbol/PS">PS stock</a> has gained nearly 72% during the same period.&nbsp;</p><p><strong>Also See:</strong>&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/psx-mpc-reportedly-weighed-giant-merger-what-sank-the-180b-deal-between-phillips66-and-marathon-petroleum/cZotoFARJ0V">PSX, MPC Reportedly Weighed A Giant Merger — What Sank The $180B Deal Between Phillips 66 And Marathon Petroleum</a>&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Billionaire investor Seth Klarman. (Photo by Scott Olson/Getty Images)

Seth Klarman’s Baupost Group took a new position in Pershing Square Inc. (PS) in the second quarter, while adding to its stakes in Amazon (AMZN), Alphabet (GOOGL) and CME Group (CME).

The billionaire investor’s hedge fund also established a sizable position in CME Group while trimming Restaurant Brands International.

Amazon.com Inc

CME Group Inc

Alphabet Inc - Ordinary Shares - Class C

Alphabet Inc Class A

Pershing Square Inc

Restaurant Brands International Inc

Hold rates steady

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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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