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Invesco QQQ Trust Series 1

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

Jensen Huangs admission of an affair with a woman suspected of links to Chinese intelligence, and Nvidias board investigation, dominate discussion, with traders focused on possible leadership and national-security fallout. Views are split between concerns about uncertainty and potential export-control scrutiny and buyers who see the scandal as separate from Nvidias business fundamentals; the board has said it has no reason to believe company secrets were compromised.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. 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

AMDs sharp rebound after a broad AI-chip selloff has traders debating whether buyers are returning or the move is a temporary bounce, amid concerns about data-center spending, regulation and valuations. Some also speculate that controversy around Nvidias CEO could prompt a rotation toward AMD, while bulls point to AMDs strong data-center growth and outlook.

Nasdaq, Inc. is a holding company, which engages in trading, clearing, exchange technology, regulatory, securities listing, information, and public and private company services. It operates through the following segments: Capital Access Platforms, Financial Technology, and Market Services. The Capital Access Platforms segment delivers liquidity, transparency, and integrity to the corporate issuer and investment community by empowering clients to effectively navigate the capital markets, achieve their sustainability goals, and drive governance excellence. The Financial Technology segment offers platforms that improve the liquidity, transparency, and integrity of the global economy by architecting and operating the markets. The Market Services segment includes equity derivative trading and clearing, cash equity trading, fixed income, currency, and commodities trading. The company was founded by Gordon S. Macklin in 1971 and is headquartered in New York, NY.

Nasdaq Inc

Discussion is fragmented, with traders mostly reacting to swings in the broader Nasdaq and tech market, debating whether pullbacks will deepen or rebound. Scattered posts also focus on options activity and Nasdaqs plans for extended-hours trading and tokenized equities, but no single company-specific catalyst clearly dominates.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Virs Phase 3 ECLIPSE-1 trial met its primary endpoint for its hepatitis delta combination, with traders highlighting the high rate of patients reaching undetectable virus and viewing the results as supportive of the upcoming ECLIPSE-2 and -3 readouts. The reaction is broadly optimistic, though expectations for future approval and commercial success remain uncertain.

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 amid a sharp memory and AI-hardware selloff, with traders worried that data-center buildouts could slow after election-related pushback and reports of Microsoft pulling back from some neocloud providers. The community is split between expecting further downside as AI demand and memory pricing are reassessed and viewing the drop as an opportunity, citing buybacks, fundamentals, and the upcoming stock split.

GLOBALFOUNDRIES, Inc. provides foundry services and manufactures semiconductors. It offers global shuttle, mask, post-fab and turnkey services. The company was founded on October 7, 2008 and is headquartered in Malta, NY.

GlobalFoundries Inc

GlobalFoundries earnings beat and better-than-expected earnings outlook are drawing attention, but traders are debating why the shares have remained weak amid analyst target cuts. Some see the pullback as a buying opportunity, while others worry about mature-node demand, customer orders, and excess capacity.

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

Traders are debating whether reports of an affair involving Nvidia CEO Jensen Huang and a suspected Chinese intelligence asset, along with an independent board probe, pose a real risk to Nvidia and the broader AI-heavy market. Some fear governance or national-security fallout, while others dismiss the story as noise and expect a rebound; Iran headlines and inflation data expectations add to the volatility.

Interactive Brokers Group, Inc. is an investment holding company, which engages in broker or dealer and proprietary trading businesses. It offers custody and service accounts for hedge and mutual funds, exchange-traded funds, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors. The company was founded by Thomas Pechy Peterffy in 1977 and is headquartered in Greenwich, CT.

Interactive Brokers Group Inc - Ordinary Shares - Class A

Interactive Brokers Group Inc 

IBKR is drawing attention after a rally followed by a pullback, with traders debating whether an Elliott Wave correction is underway and whether buyers will return or the decline will deepen. Some remain bullish on the longer-term trend, while others are cautious; traders also note elevated options and off-exchange activity but disagree on what it signals.

The Last Play is Crypto’s 401k.  RETIRE is more than a coin; it’s The Last Play. We are a community dedicated to breaking free from the grind and building true generational wealth. With RETIRE, our mission is simple yet profound: to provide a pathway to retire yourself and secure financial freedom for your bloodline. While others chase hype and trends, we’re focused on creating a legacy that lasts beyond the typical cycle. RETIRE is about making the one move that matters, with a vision for long-term value, freedom, and impact. This isn’t just a meme —it’s a purpose-driven commitment to building a legacy.

The Last Play

A community-led campaign is promoting RETIRE as a Solana memecoin with an on-chain 401(k) and early-retirement theme, alongside calls for weekly DCA and claims of renewed momentum. Supporters point to its active following and price swings, while skeptics warn it is speculative and criticize selling pressure and pump-and-dump risks.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

SMH is drawing attention after a sharp semiconductor selloff, with traders questioning whether AI and data-center spending can deliver sufficient returns amid financing concerns and possible regulatory headwinds. The community is split between viewing the decline as an oversold buying opportunity and warning that the AI trade remains under pressure and losses could continue.

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Peptide Therapies Are Changing the Future of Medicine — And the Market Could Reach $335 Billion

Growing Demand for Next-Generation Therapies Is Putting Peptide Innovation at the Center of Healthcare’s Biggest Growth Markets   New York, NY –November 3, 2026 – Peptide-based treatments are attracting growing attention from major pharmaceutical companies as researchers push into new ways to treat diabetes, obesity, cancer, metabolic disorders and other serious diseases. The opportunity is […]
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FDA Decision Watch: Regeneron And Roche’s Autoimmune Drugs, Capricor’s DMD Therapy In Spotlight 

Equity

November brings several closely watched FDA decisions, with Regeneron and its partner Alnylam’s therapy for generalized myasthenia gravis and Roche’s Gazyva for primary membranous nephropathy in the spotlight this week.


EXEL Q3 Earnings Beat Estimates on Strong Cabometyx Sales

Exelixis tops Q3 2026 earnings and revenue estimates as Cabometyx sales grow, share repurchases accelerate and its zanzalintinib pipeline advances.

ABBV Beats on Q3 Earnings & Sales, Stock Rises on Raised '26 EPS View

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ALNY Stock Down 25% Despite Q3 Earnings Beat on Demand Growth Concerns

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Roche Holding AG is a research healthcare company. It operates through the Roche Pharmaceuticals and Diagnostics segments. The Roche Pharmaceutical division comprises the business segments, such as Roche Pharmaceuticals and Chuga. The Diagnostic division consists of the following four business areas: centralized and point of care solutions, molecular diagnostics, tissue diagnostics, and diabetes care. The company was founded by Fritz Hoffmann-La Roche on October 1, 1896 and is headquartered in Basel, Switzerland.

Roche Holding AG - ADR

Bearish Sentiment

<ul class="summary-bullets"><li>Regeneron and Alnylam’s Cemdisiran showed significant improvements in daily functioning and muscle strength in a Phase 3 trial.</li><li>Alnylam could receive royalties of up to 15% of worldwide sales of Cemdisiran.</li><li>Roche awaits decisions on two drugs this month, including one for breast cancer.</li></ul>The U.S. Food and Drug Administration (FDA) is set to rule on several key drugs in the penultimate month of 2026, with Capricor Therapeutics’ (CAPR) Deramiocel among the most closely watched decisions after the regulator extended its deadline by three months.<a class="mention" data-mention="$REGN" data-symbol-id="REGN" href="https://stocktwits.com/symbol/REGN" target="_blank">Regeneron Pharmaceuticals</a> (REGN) and its partner Alnylam Pharmaceuticals (ALNY), along with Roche (RHHBY), are also awaiting FDA decisions on their respective autoimmune disease treatments this month, although exact dates have not been disclosed.<img src="https://news.stocktwits-cdn.com/Q_Ko8d_fda_decisions_0af11d6075.png" alt="QKo8d-fda-decisions-.png"><h2 class="st-heading-2">Regeneron And Alnylam Await FDA Decision On Cemdisiran</h2>In June, the FDA<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://newsroom.regeneron.com/news-releases/news-release-details/cemdisiran-regulatory-submissions-accepted-review-fda-and-ema">&nbsp;granted</a> Priority Review to Cemdisiran for generalized myasthenia gravis, an autoimmune disease that causes muscle weakness, with results expected any time this month.The Phase 3 Nimble trial testing the drug showed that patients receiving Cemdisiran experienced a 4.5-point improvement in daily functioning after 24 weeks, compared with 2.2 points for those receiving placebo. About 76.6% of Cemdisiran-treated patients achieved a clinically meaningful improvement of at least three points, compared with 44.1% in the placebo group.The treatment, administered through an injection once every three months, also met its secondary goal of improving muscle strength, with benefits observed by the second week of treatment.Regeneron is developing Cemdisiran under license from Alnylam, which could receive royalties of up to 15% of worldwide sales.<h2 class="st-heading-2">Roche Eyes Two FDA Decisions In November</h2>Roche is awaiting FDA’s decision on Gazyva for primary membranous nephropathy, a rare autoimmune disease that damages the kidneys and can eventually lead to kidney failure. The regulator granted Priority Review in July. The drug could become the first FDA-approved treatment specifically for the disease.In the Phase 3 MAJESTY trial involving 142 patients, 36.9% of Gazyva-treated patients achieved complete remission after two years, meeting the trial’s primary and secondary goals.Separately, the FDA is also set to announce its decision on Roche’s experimental breast cancer drug Giredestrant on November 30. The drug is being developed for patients with early-stage, estrogen receptor-positive, HER2-negative breast cancer. Roche sees peak annual sales exceeding CHF3 billion ($3.65 billion).<h2 class="st-heading-2">How Have RHHBY, ALNY And REGN Stocks Fared So Far In 2026?</h2>Retail sentiment for RHHBY on Stocktwits remained ‘bearish’ over the past 24 hours, while sentiment for REGN remained ‘extremely bullish’ and ‘bullish’ for ALNY.<img src="https://news.stocktwits-cdn.com/PDUFA_a5f49af42f.png" alt="PDUFA.png">Regeneron and Roche shares have gained 19.5% and 17.9% so far this year, respectively, while Alnylam Pharmaceuticals stock has slumped about 59%. Both Roche and Regeneron clocked their biggest monthly gains in October. ALNY shares have gained in just two months in 2026.Also read:<a href="https://stocktwits.com/news-articles/markets/equity/l3-harris-ba-report-record-backlogs-hii-raises-shipbuilding-revenue/cZUKNB8R9cf">&nbsp;Stocktwits Defense Watch: L3Harris, BA Report Record Backlogs, HII Raises FY2026 Shipbuilding Revenue Forecast</a>(Exchange Rate: CHF1 = $1.22)

 In this photo illustration, the United States Food and Drug Administration (FDA) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Regeneron and Alnylam’s Cemdisiran showed significant improvements in daily functioning and muscle strength in a Phase 3 trial.

FDA Decision Watch: Regeneron And Roche’s Autoimmune Drugs, Capricor’s DMD Therapy In Spotlight

Alnylam Pharmaceuticals Inc

Capricor Therapeutics Inc

Regeneron Pharmaceuticals, Inc.

Roche Holdings AG ADR

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