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Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians Q3 results beat expectations and the company raised its delivery outlook as the R2 ramp gained traction, prompting optimism about improving execution and future growth. Traders remain divided, with some expecting a recovery while others point to continued cash burn and weak price action as reasons for caution.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Cornings quarterly earnings beat and upbeat outlook, driven by AI-related optical communications demand, are being weighed against a sharp share-price pullback and bearish chart signals. Traders are split between viewing the decline as an overreaction to strong results and pointing to put-heavy options activity and broken support as signs of further near-term pressure.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summit is drawing attention after partner Akeso reported positive Phase 3 HARMONi-GI1 survival results for ivonescimab in biliary tract cancer, while the stocks pullback has sparked debate over whether the news is already priced in or being sold. Traders are also focused on the upcoming FDA decision for ivonescimab plus chemotherapy in EGFR-mutated lung cancer, with approval prospects disputed over the trial data and regulatory concerns.

SPDR Series Trust - State Street SPDR S&P Biotech ETF

SPDR S&P Biotech ETF

Biotechs sector-wide swings and rotation are driving attention, with traders weighing weakness tied to rising-rate concerns and money moving between biotech and tech against hopes for renewed inflows and M&A. The debate is whether the pullback is a deeper correction or a buying opportunity, with XBIs support levels and upcoming biotech catalysts in focus.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

A Bank of America upgrade, citing DraftKings Predictions exchange as a potential growth opportunity, has fueled rebound interest after a steep selloff. Traders remain divided over whether rising exchange activity can offset regulatory uncertainty, competition from Kalshi and Polymarket, and pressure on the sportsbook business.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbases sharp decline is drawing attention after Q3 results showed weaker transaction activity, while traders questioned how much of the reported profit came from gains on crypto holdings rather than core operations. The Binance hack and falling Bitcoin added pressure on crypto sentiment, though some traders argue the incident could send users to Coinbase.

Select Sector SPDR Trust (The) - State Street Consumer Staples Select Sector SPDR ETF

Consumer Staples Select Sector SPDR Fund

XLP is drawing attention as investors rotate toward defensive consumer staples amid weakness in technology and AI-related stocks, with traders highlighting the funds rebound toward record highs. The rally has prompted bullish technical commentary, while others caution that staples look stretched and the defensive trade may be crowded.

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 breakout to a fresh 52-week high has drawn attention as traders focus on Q3 results and BRIUMVIs continued sales growth. Buyout and short-squeeze speculation is prominent, including talk of Sanofi interest, but no deal is confirmed; other traders point to earnings and the subcutaneous BRIUMVI readout as the key catalysts.

Shiba Inu (SHIB) is a cryptocurrency launched in 2020and operates on the Ethereum platform. Shiba Inu has a current supply of 589,495,715,255,345.65554501 with 589,238,256,711,817.89342663 in circulation. The last known price of Shiba Inu is 0.00000467 USD and is down -2.68 over the last 24 hours. It is currently trading on 1123 active market(s) with $35,462,996.64 traded over the last 24 hours. More information can be found at https://shibatoken.com/.

Shiba Inu

SHIB is drawing attention for choppy, largely consolidating price action, with traders sharing technical setups and debating whether it can break higher or resume falling. Long-term holders are buying dips and anticipating a meme-coin rally, while skeptics cite weak momentum, limited utility and token burns, and competition from other meme coins.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is under pressure amid a broader crypto and AI data-center selloff, with traders especially focused on its reliance on CoreWeave as Helioss tenant and the lack of a new tenant announcement. Some see the strong quarterly results, buyback authorization, and data-center growth as support, while others worry about customer concentration, financing risks, and management credibility.

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Rambus Q3 Earnings Call Highlights AI Demand and Supply Pressures

RMBS' Q3 earnings highlight accelerating AI-driven memory chip demand and strong Q4 growth prospects, even as supply constraints and costs pressure margins.

RMBS Q3 Earnings Beat on Record Product Revenues, AI Demand

Rambus posts record Q3 2026 revenues as AI-driven memory demand fuels product growth, stronger profitability and record operating cash flow.

Rambus (RMBS) Q3 2026 Earnings Call Transcript

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Rambus Q3 2026 Earnings Call Transcript

Rambus (NASDAQ:RMBS) reported third-quarter financial results on Monday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you by Benzinga APIs. Forread more...

Rambus (RMBS) Beats Q3 Earnings and Revenue Estimates

Rambus (RMBS) delivered earnings and revenue surprises of +7.69% and +2.48%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Rambus Reports Third Quarter 2026 Financial Results

Rambus Inc. (NASDAQ:RMBS), a provider of industry-leading chips and IP making data faster and safer, today reported financial results for the third quarter ended September 30, 2026. Total revenue for the third quarter was $218.3 million, product revenue was $114.3 million, royalties revenue was...

Top Wall Street Forecasters Revamp Rambus Expectations Ahead Of Q3 Earnings

Rambus will report Q3 earnings Oct. 26, with analysts expecting EPS of $0.79 and revenue of $213M, amid an AI chip-design deal.read more...

Rambus and ChipAgents Collaborate to Accelerate Chip Design with Agentic AI

Rambus Inc. (NASDAQ: RMBS), a provider of industry-leading chips and silicon IP making data faster and safer, and ChipAgents, a leader in agentic AI platforms for chip design, today announced a multi-faceted strategic agreement to accelerate chip design with agentic AI. As part of the agreement...

Rambus Advances Power-Efficient AI Infrastructure with Industry-Leading PMIC Designed for LPDDR6 SOCAMM2

Rambus Inc. (NASDAQ: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced an industry-leading Power Management IC (PMIC) designed to enable low-power, high-performance LPDDR6 Small Outline Compression Attached Memory Modules (SOCAMM2). Developed in technical...

Rambus to Announce Third Quarter Fiscal Year 2026 Results

Rambus Inc. (Nasdaq: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced that it will hold a conference call on Monday, October 26, 2026, at 2:00 p.m. Pacific Time to discuss its third quarter fiscal year 2026 results. This call will be webcast and can be...

• Reported GAAP EPS of $0.84 up 35.48% YoY
• Reported revenue of $218.29M up 22.28% YoY

Rambus faces concentrated customer exposure, a DOJ antitrust investigation, and lower gross profit as a share of revenue alongside higher product costs and sales, general and administrative expenses.

Rambus grew Q3 product revenue through higher memory interface chip sales and new products, while royalties increased with license timing and renewals and Silicon IP revenue rose.

Rambus, Inc. is a global semiconductor company providing industry chips and silicon IP for data-intensive computing systems, focusing on data center and artificial intelligence (AI) infrastructure. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in San Jose, CA.

Rambus Inc.

RMBS Stock Recorded Its Worst Day In Over A Decade – Why Are Analysts Still Bullish?

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>Evercore ISI raised its price target on Rambus to $172 from $119 and maintained an ‘Outperform’ rating, according to The Fly.</li><li>Evercore sees the stock’s pullback as a buying opportunity and expects demand driven by Agentic AI in CPUs to support growth over the coming quarters.</li><li>Jefferies said that while the underlying demand remains strong, near-term growth could be limited by supply constraints.</li></ul>Shares of Rambus Inc. (RMBS) plunged nearly 25% on Tuesday, marking their sharpest drop since October 2015, as investors reacted to disappointing first-quarter earnings miss that rattled confidence in the chipmaker’s near-term outlook.The company’s diluted earnings came in at $0.55 per share, below Wall Street’s $ 0.64-per-share estimate, according to Fiscal.ai data. However, its $180.2 million revenue was in line with consensus estimates.In the earnings call, the company guided to revenue of $192 million to $198 million in the second quarter (Q2) and earnings of $0.65 to $0.73 per share (EPS).<h2 class="st-heading-2">Analysts Remain Bullish On Long-Term Growth</h2>Evercore ISI raised its price target on Rambus to $172 from $119 and maintained an ‘Outperform’ rating, according to The Fly. This implies an upside potential of 60% from current levels. The brokerage also raised its long-term earnings estimates, expecting EPS of $5.76 in 2027 and $9.06 in 2028.Evercore sees the stock’s pullback as a buying opportunity and expects demand driven by Agentic AI in CPUs to support growth over the coming quarters.Meanwhile, Jefferies raised its price target to $145 from $120 and maintained a ‘Buy’ rating, saying the pullback is a buying opportunity given the intact long-term outlook. Analyst Blayne Curtis described Q1 results as solid, adding that while the underlying demand remains strong, near-term growth could be limited by supply constraints.However, Baird warned that growth in registered dual in-line memory module (DIMM) could slow next year due to a tightening of dynamic random access memory (DRAM) supply, with shortages likely to last into 2027. It also noted that sharply rising DRAM prices could weigh on DIMM demand.<h2 class="st-heading-2">How Did Retail Traders React?</h2><a href="https://stocktwits.com/symbol/RMBS">RMBS shares</a> generated strong buzz on Stocktwits, with message volumes surging nearly 1,700% over a 24-hour period. Retail sentiment remained in the ‘extremely bullish’ territory. RMBS was also among the top trending tickers on the platform.One user called the sell-off an “overreaction.”<stembedurl>https://stocktwits.com/Guru4youhoo/message/651582779</stembedurl>Another user said the real test for Rambus’ earnings will be in late 2026/2027 as “advanced DDR5 controllers move from design to high-volume production.”<stembedurl>https://stocktwits.com/BEST_MAN_EVER/message/651587132</stembedurl>Year-to-date, the stock has gained more than 17%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Rambus company logo is seen displayed on a smartphone screen. 

Multiple brokerages said that Rambus’ long-term growth story remains intact despite the first-quarter earnings miss.

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Memory stocks have been on an incredible run over the last year but many investors are wondering if there is still room to the upside. Are you still bullish? If so, let others know which you would still be buying right now and why.

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