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SPY is trending amidst heightened geopolitical tensions, primarily fueled by President Trump's recent rhetoric regarding Greenland and threats of substantial tariffs against European allies like France. The community is bracing for significant market volatility, with many predicting a "bloodbath" and actively discussing bearish positions, while others anticipate a "buy the dip" recovery. These concerns are amplified by broader instability in global financial markets, including surging bond yields in both the US and Japan.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is trending amid escalating geopolitical tensions and tariff threats from the US concerning Greenland, compounded by an anticipated Supreme Court decision related to tariffs, which has triggered a pre-market sell-off in tech-heavy indices. Community sentiment is sharply divided; while some anticipate a severe market downturn and "Black Tuesday," many others see this as a manufactured dip and a "buy the dip" opportunity, expecting a quick recovery. This dynamic reflects QQQ's sensitivity to global trade policy and broader economic uncertainties, despite ongoing tech sector narratives.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as its Anktiva therapy receives broad international approval for lung and other cancers, drawing immense community discussion around its potential to revolutionize oncology. Investors are actively debating a substantial short squeeze and a paradigm shift in cancer treatment, fueled by the company's innovative immunotherapy platform and recent commercial momentum. The conversation highlights the global impact of this therapeutic approach and calls for broader regulatory recognition.

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 Tau Medical is experiencing strong bullish momentum following its presentation of breakthrough pancreatic cancer trial data at the JPM Healthcare Conference, where its Alpha DaRT technology's unique immune-preserving properties garnered significant attention. The community is actively discussing the stock, fueled by widespread anticipation of imminent Japanese regulatory approval and whispers of institutional buying. This positions the innovative oncology treatment for a potential re-rating as awareness of its revolutionary potential grows.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is heavily discussed due to its strong pivot towards becoming a major AI cloud infrastructure provider, significantly highlighted by a massive power and infrastructure deal with a prominent tech client. Community sentiment points to high expectations for additional large-scale AI/HPC partnerships, particularly given its substantial power capacity and strategic advantages in the booming compute sector. Investors are actively watching for further developments as the company solidifies its position beyond traditional crypto mining.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is actively trending, fueled by its aggressive expansion in the artificial intelligence sector, notably a new data center lease deal with RIOT Platforms to support significant AI workload capacity. The community is discussing AMD's strengthened position as a leading contender in high-performance AI, reinforced by analyst upgrades, including Wells Fargo naming it a top pick for 2026. This reflects broader market optimism around insatiable demand for data center computing, where AMD is carving out substantial growth.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

Bitmine Immersion Technologies is trending after its recent AGM, where a significant increase in authorized shares passed alongside the announcement of a $200 million investment in MrBeast Industries. This has fueled a polarized community discussion, with concerns over potential dilution and the company's strategic direction clashing against long-term bullish sentiment for its Ethereum treasury holdings. The controversy leaves many questioning the immediate impact on BMNR's perceived connection to Ethereum's performance.

Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Holdings Inc

Ondas Holdings is trending following its Investor Day, where the company announced significantly raised revenue guidance for 2026 and a substantial increase in its backlog, alongside a billion-dollar offering that reflects strong institutional confidence in its strategic defense technology acquisitions. The community is sharply divided, with bulls emphasizing the firm's combat-proven drone and counter-UAS capabilities for future growth, while others express concern over stock volatility and valuation, leading to a mixed market reaction to its updated outlook.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending as investors are enthusiastic about recent confirmations of its Optical Interposer technology being utilized by major players like Marvell, acquired through Celestial AI. The community is actively discussing POET's role as a critical enabler for the AI and data center "optical supercycle" by offering high-density, low-power, and cost-effective optical interconnect solutions. Anticipation is high for upcoming customer and investor disclosures, though some perceive market manipulation hindering immediate price appreciation.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

Ardelyx is trending due to impressive preliminary business results, a significantly accelerated revenue outlook for its products, and a major patent extension for IBSRELA and XPHOZAH through 2041. The community is particularly excited about IBSRELA's updated projection to reach $1 billion in annual revenue by 2029, much earlier than previously anticipated. This extended intellectual property protection is seen as a "game changer" by many, leading to multiple analyst upgrades and discussions about substantial long-term value and increased acquisition potential for the company.

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<ul class="summary-bullets"><li>In an update on Monday afternoon, the company said it is seeing signs of recovery for admin and POS login issues after deploying a fix for login issues at around 12:20 EST.</li><li>Later in the evening at around 17:00 EST, the company reiterated that they are continuing to monitor the recovery of the issue and will update once it has new information.</li><li>For Shopify, the outage coincided with Cyber Monday, a day of online sales that falls on the Monday after the U.S. Thanksgiving weekend. &nbsp; &nbsp;</li></ul> Shares of Shopify (SHOP) edged up 0.6% in after-hours on Monday as signs of recovery followed its Cyber Monday outage, even as the stock had closed the regular session down 6%.The Canadian e-commerce company said on Monday morning &nbsp;at around 9:47 EST that merchants may experience issues when trying to login to Shopify and also when logging into point-of-sale systems or attempting to contact support. A point of sale, or POS, is a system used to process transactions and accept payments in person.<h2 class="st-heading-2">Company Deploys Fix Over Hours</h2>In an update on Monday afternoon, the company said it is seeing signs of recovery for admin and POS login issues after deploying a fix for login issues at around 12:20 EST.“We have found and fixed an issue with our login authentication flow, and are seeing signs of recovery for admin and POS login issues now. We are continuing to monitor recovery,” the company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.shopifystatus.com/">said</a> in an update at 14:31 EST.Later in the evening at around 17.00 EST, the company reiterated that they are continuing to monitor the recovery of the issue and will update once it has new information.According to data from Downdetector, Shopify outage reports touched a high of over 4000 on Monday morning around 11:00 am EST before tapering down through the day. &nbsp;For Shopify, the outage coincided with Cyber Monday, a day of online sales that falls on the Monday after the U.S. Thanksgiving weekend. On Black Friday, the company’s global sales had hit $6.2 billion, up 25% from last year. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around SHOP stayed within the ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘low’ levels.A Stocktwits user highlighted that the day was one of their biggest revenue reaping ones. “I wonder how big the hit will be to the bottom line,” they wrote.<stembedurl>https://stocktwits.com/Timmiee/message/637837465</stembedurl><a href="https://stocktwits.com/symbol/SHOP">SHOP stock</a> has gained over 40% this year and by about 32% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/instagram-chief-wants-staff-to-return-to-office-full-time-report/cLI7oYXRE0d">Instagram Chief Wants Staff To Return To Office Full Time: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Shopify topped analyst expectations on earnings and revenue while also announcing an upbeat forecast for the third quarter.

Shopify Stock Rises After Hours As Recovery Signs Emerge From Cyber Monday Meltdown

The Canadian e-commerce company said on Monday morning at around 9:47 EST that merchants may experience issues when trying to login to Shopify and also when logging into point-of-sale systems or attempting to contact support.

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Detailed Fundamental Analysis - QQQM

AstraZeneca (AZN) announced on Wednesday that its late-stage trial of Fasenra in patients with chronic obstructive pulmonary disease (COPD) did not achieve statistical significance in the primary endpoint of controlling flare-ups.COPD, also called Smoker’s Disease, is a debilitating, irreversible, and progressive disease whose exacerbations are life-threatening and can cause irreversible lung damage and even death. According to AstraZeneca, it affects 391 million people globally.The safety and tolerability of the drug in the recent trial were consistent with the known profile of the medicine. The company <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.astrazeneca.com/media-centre/press-releases/2025/update-on-resolute-phase-iii-trial.html">stated</a> that it will analyze the data further to understand the results.Shares of the company slipped 0.3% in the pre-market session at the time of writing. On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AZN">AZN stock</a> fell from ‘neutral’ to ‘bearish’ territory over the past 24 hours, while message volume fell from ‘normal’ to ‘low’ levels.<figure class="image"><img style="aspect-ratio:572/62;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_17_at_7_28_11_AM_png_b16313a518.webp" alt="AZN's Sentiment Meter and Message Volume as of 7:28 a.m. ET on Sept. 17, 2025 | Source: Stocktwits" width="572" height="62"><figcaption>AZN's Sentiment Meter and Message Volume as of 7:28 a.m. ET on Sept. 17, 2025 | Source: Stocktwits</figcaption></figure> The study was aimed at evaluating the efficacy and safety of 100 mg of Fasenra in people with moderate to very severe COPD with a history of frequent COPD exacerbations and an elevated blood eosinophil count. The company enrolled patients in the trial with a history of at least two COPD exacerbations in the year before enrollment and who were current or former smokers. Patients were randomized to receive either a placebo or Fasenra while remaining on their existing therapy.“COPD, which remains a leading cause of death worldwide, is a complex, heterogeneous disease and we continue to advance other promising approaches in our pipeline to address the unmet needs of patients,” company executive Sharon Barr saidFasenra is already used to treat severe eosinophilic asthma and eosinophilic granulomatosis with polyangiitis in several countries. According to AstraZeneca, over 150,000 patients worldwide are currently taking Fasenra. In the first half of 2025, Fasenra generated $920 million in revenue, representing an 18% year-over-year increase.Separately, the company also <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.astrazeneca.com/media-centre/press-releases/2025/saphnelo-met-primary-endpoint-in-tulip-sc.html">announced</a> that its late-stage trial evaluating subcutaneous Saphnelo in patients with systemic lupus erythematosus (SLE) met its primary endpoint, demonstrating a statistically significant and clinically meaningful reduction in disease activity compared to placebo. SLE is an autoimmune disease in which the immune system attacks healthy tissue in the body. It is estimated to impact over 3.4 million people globally.AZN stock is up by 18% this year and down by about 1% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/x4-pharma-to-halve-headcount-amid-efforts-to-complete-neutropenia-trial/chDGnJwRd6P">X4 Pharma To Halve Headcount Amid Efforts To Complete Neutropenia Trial</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the AstraZeneca logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

AstraZeneca Says Asthma Drug Failed Trial In Smoker’s Disease

The company stated that the safety and tolerability of the drug in the recent trial were consistent with the known profile of the medicine, and added that it will analyze the data further to understand the results.

Marvell Technology (MRVL) plunged more than 17% at market open on Friday after issuing weaker-than-expected third-quarter guidance in its fiscal second-quarter report released late Thursday, which drew swift price target cuts and&nbsp;a ratings downgrade from Wall Street.<a href="http://stocktwits.com/symbol/MRVL">Marvell’s stock</a> was among the top trending tickers on Stocktwits at the time of writing. Despite the dip in its stock price, retail sentiment around the company surged to ‘extremely bullish’ from ‘bullish’ with chatter rising to ‘extremely high’ from ‘low’ levels over the past day, according to platform data.Bank of America downgraded&nbsp;Marvell’s stock to ‘Neutral’ from ‘Buy’, lowering its price target to $78 from $90, as per TheFly. The firm cited uncertainty surrounding Marvell’s role in Microsoft’s (MSFT) Maia AI accelerator and its share of Amazon’s (AMZN) next-generation 3nm project.Morgan Stanley trimmed its target on the stock to $76 from $80 while keeping an ‘Equal Weight’ rating. The firm noted that while guidance was largely in line once the sale of Marvell’s automotive Ethernet business was factored in, the data center segment “disappointed.” Morgan Stanley added that it was not surprised by the business’s “lumpiness,” but said it was unexpected that the ASIC full-year outlook continues to decline even as demand for Amazon’s Trainium processors strengthens elsewhere.&nbsp;UBS, which lowered its price target to $95 from $110,&nbsp; also pointed to “lumpiness” in Marvell’s business.&nbsp;Needham echoed similar concerns about Marvell’s next-gen XPU contracts with Amazon and Microsoft as it lowered its price target to $80 from $85, but maintained its ‘Buy’ rating on the stock.Marvell’s stock has fallen more than 41% this year and is down around 7% over the past 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-revokes-intel-samsung-sk-hynix-waivers-on-china-chip-equipment/chtTKpgRdNh">US Revokes Intel, Samsung, SK Hynix Waivers On China Chip Equipment</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Marvell Hit With Downgrade, Price Target Cuts As Analysts Flag Uncertainty In Microsoft, Amazon AI Deals

Bank of America downgraded Marvell’s stock to ‘Neutral’ from ‘Buy’, lowering its price target to $78 from $90.

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