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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs quarterly results beat expectations and lifted its outlook, with rapid U.S. commercial AI growth overtaking government revenue for the first time. The shares nevertheless fell, as traders debated whether strong growth was already priced in given the companys high valuation, while others viewed the selloff as a disconnect from the results.

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 earnings beat estimates, but traders focused on expected margin pressure from rising memory costs and weaker-than-expected China, iPad, and wearables results, driving a selloff despite strong iPhone sales. The community is split between viewing the drop as an overreaction to a solid quarter and seeing the outlook and valuation as reasons for caution.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

CAPR is drawing attention ahead of the FDAs Nov. 22 decision on deramiocel for Duchenne muscular dystrophy, with traders focusing on the applications upper-limb function data and new commercial-hiring listings as possible signs of launch preparationnot confirmation of approval. Optimism about a limited upper-limb approval and potential short covering competes with concerns about the FDAs earlier advisory-panel vote and the risk of a rejection; some traders also cite INOs recent approval as a positive read-through, while leak claims remain speculation.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavaxs Sanofi partnership is the main focus after a milestone was triggered by the start of a Phase 3 COVID-flu combination trial. Bulls view it as validation of the licensing model and a source of future royalties, while skeptics point to modest vaccine sales and question whether the Q3 results will show meaningful recurring revenue.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles planned stock-and-bond fundraising for its AI data-center buildout is drawing scrutiny over dilution, debt and the timing of the capital raise, alongside weakness in tech shares. Traders are split between viewing the drop as an overreaction to a previously disclosed plan and worrying that heavy AI spending may not deliver returns quickly enough.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstarts sharp selloff and repeated lows have traders focused on concerns about high interest rates, funding and debt, and the outlook for consumer lending ahead of earnings. Some expect further downside if results or guidance disappoint, while bullish traders argue the decline may be overdone and point to growth potential or a possible short squeeze.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells agreed all-stock acquisition of Lumentum is driving attention, with traders focused on shareholder dilution, the long path to closing, and whether the deals price and execution risks outweigh its AI-optics rationale. The sharp selloff has fueled criticism that Marvell overpaid, while some investors argue the combination could strengthen its position in AI data-center connectivity over the long term.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

A report that nonprofit Usona may have submitted an FDA application for psilocybin in major depressive disorder has sparked fears that a competitor could reach the market before COMPASS Pathways COMP360 for treatment-resistant depression, pressuring its pricing and commercial opportunity. Traders debate whether Usonas MDD focus materially threatens COMPASSs TRD program, and some view the selloff as an overreaction; uncertainty over the report and COMPASSs own NDA timeline remains central.

iShares Trust - iShares Biotechnology ETF

iShares Biotechnology ETF

Biotechs pullback and relative resilience are the main focus: traders say IBB is holding up better than small-cap XBI, while debating whether recent sector strength and upcoming large-biotech earnings can sustain momentum.

PENN Entertainment, Inc. engages in the provision of integrated entertainment, sports content, and casino gaming services. It operates through the following business segments: Northeast, South, West, Midwest, Interactive, and Other. The Northeast segment includes Ameristar East Chicago, Hollywood Casino, Hollywood Gaming, Marquee, and Plainridge Park Casino operations. The South segment manages 1st Jackpot Casino, Ameristar Vicksburg, Boomtown, Hollywood Casino Gulf Coast, Hollywood Casino Tunica, L’Auberge, and Margaritaville Resort Casino. The West segment is involved in Ameristar Black Hawk, Cactus Petes and Horseshu, M Resort Spa Casino, and Zia Park Casino operations. The Midwest segment focuses on Ameristar Council Bluffs, Argosy Casino, Hollywood Casino, Prairie State Gaming, and River City Casino operations. The Interactive segment refers to an online gaming portfolio which includes ESPN BET, Hollywood Casino, theScore Bet, and PENN Game Studios. The Other segment consists of stand-alone racing operations, namely Sanford-Orlando Kennel Club, Sam Houston, and Valley Race Park. The company was founded by Peter M. Carlino in 1982 and is headquartered in Wyomissing, PA.

PENN Entertainment Inc

PENN Entertainment Inc.

PENN is drawing attention ahead of its Q3 earnings report, with traders noting a recent bounce after a prolonged selloff. Sentiment remains divided: some expect better results and a digital turnaround, while others cite past online-betting losses and management concerns.

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ONDS Stock Jumps On $56M ESAD Order – Citizens Sees Nearly 2X Upside, Calls Ondas A ‘Dynamic Player’

Equity

The order is the first ESAD contract announced since Ondas closed its acquisitions of GATE Technologies and Bron Technologies.


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SERV Stock Rallies On Grubhub Partnership, DoorDash Deal Expansion — CEO Calls It 'Clearest Signal Yet Of Where We're Headed'

This comes as Serve Robotics looks to put more robots to work following its recent split with Uber Eats, with the company also launching a new micro-depot model and expanding beyond sidewalk delivery.


ONDS Stock Drops After Earnings – CEO Expects ‘Sustained Momentum’, Raises 2026 Revenue Outlook To $550M

CEO Eric Brock said he expects Ondas “to sustain this momentum” and deliver another significant revenue ramp during the second half of 2026.


ONDS Wins ‘Digital Bat’ Israel Drone Tender – Ondas CEO Sees ‘Fundamental Shift’ In Defense Priorities

CEO Eric Brock said the award validates Ondas' position as a “prime contractor” for next-generation defense programs.


ONDS Short Interest Has Stayed Above 30% Since March Despite A 24% Drop In Stock Price – Now, Retail’s Betting Against The Bears

Nasdaq data shows around 197.6 million ONDS shares are currently held short, representing about 34.7% of the company’s public float.


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Neutral Sentiment

<ul class="summary-bullets"><li>CEO Eric Brock said the new contract confirms Ondas’ position in a market where qualified suppliers are limited and European demand for precision-strike systems is accelerating.</li><li>Citizens initiated coverage of Ondas with an ‘Outperform’ rating and a $14 price target.</li><li>It called Ondas a “dynamic player” in the autonomous systems category, noting that its platform spans four high-growth submarkets.</li></ul>Ondas (ONDS) shares kicked off the week with morning gains on Monday after the company announced it had secured a new $56 million order for its Electronic Safe and Arm Devices (ESADs), supporting a European munition program, and received an ‘Outperform’ rating from Citizens.&nbsp;<a href="https://stocktwits.com/symbol/ONDS">ONDS stock</a> gained over 4% in the morning trade and was among the top-trending tickers on Stocktwits at the time of writing. Retail sentiment around the company trended in ‘bullish’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_05_094234_ece1a5535f.png" alt="Screenshot 2026-10-05 094234.png" width="1274" height="698"><figcaption>ONDS stock retail sentiment on October 5 as of 9:35 a.m. ET | Source: Stocktwits</figcaption></figure>The $56 million order is the first ESAD order Ondas has announced since closing its acquisitions of GATE Technologies and Bron Technologies last month. “This is the first ESAD order we have announced since closing the GATE and Bron acquisitions, and it is a substantial one,” said Eric Brock, Ondas’ chairman and CEO.&nbsp;He added that the order also validates the strategic rationale behind the acquisitions, pointing to the role of safe-and-arm systems and electronic fuzing in precision-strike weapons.<h2 class="st-heading-2">Ondas Is A ‘Dynamic Player’</h2>In a note to investors cited by TheFly, Citizens said the company was a “dynamic player” in the autonomous systems category and gave ONDS stock a price target of $14, nearly double the stock’s current price of around $7.&nbsp;According to the firm, Ondas has a diversified platform "spanning four high-growth submarkets." It added that the company’s strategy of consolidating capabilities across the sector could create a unified “systems of systems” platform.<h2 class="st-heading-2">Why The $56M ESAD Order Matters</h2>The new order gives Ondas an early commercial milestone following the GATE and Bron acquisitions and provides a clearer test of whether the combined business can turn its expanded capabilities into defense contracts.Ondas acquired Israel-based GATE and affiliated European manufacturer Bron for $205 million, primarily through cash, stock, and a working-capital adjustment. The deal also included up to $185 million in additional performance-based consideration tied to future targets.The company previously said the acquired businesses were expected to contribute more than $130 million in aggregate adjusted earnings before interest, tax, depreciation and amortization (EBITDA) through 2028.The $56 million contract therefore gives investors an early indication of the revenue opportunity Ondas sees in the acquired business, while the European program provides a potential path to additional orders if demand for precision-strike systems continues to expand.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261005_094333106_ad8023525c.png" alt="koyfin_20261005_094333106.png" width="2400" height="1240"><figcaption>ONDS stock price performance year-to-date on October 5 as of 9:45 a.m. ET | Source: Koyfin</figcaption></figure>ONDS stock has fallen over 20% year-to-date and around 25% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/treasury-yields-oil-bitcoin-3-charts-to-watch-before-the-fed-minutes/cZDpMJ7RBSo">10-Year Yield Above 5%, Oil Near $90, And Bitcoin: 3 Charts That Could Test The Stock Rally</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Eric Brock, Chairman and CEO of Ondas, at the start of operations of Onberg Autonomous Systems. Heidelberger Druckmaschinen AG is expanding in the direction of security technology. The new company "Onberg Autonomous Systems" will bring American-Israeli drone defense technology to Germany for the protection of critical infrastructures and for military applications. Photo: Michael Bahlo/dpa (Photo by Michael Bahlo/picture alliance via Getty Images)

Ondas (ONDS) shares kicked off the week with morning gains on Monday after the company announced it had secured a new $56 million order for its Electronic Safe and Arm Devices (ESADs), supporting a European munition program, and received an ‘Outperform’ r

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