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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

Reports of Jensen Huangs alleged relationshipsincluding one with a Nvidia executiveand concerns about possible national-security exposure have put his leadership and the boards next steps at the center of the discussion. Traders are split between buying on the view that Nvidias AI business remains intact and worrying about leadership uncertainty and potential scrutiny.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is under selling pressure as traders speculate that allegations surrounding Nvidia, Singapore-based Megaspeed and possible chip diversion could draw the company into scrutiny or lead to tighter export controls; the alleged links remain disputed, with some posters calling the selloff an overreaction. Broader concerns about Chinese tech and weak price action add to bearish sentiment, while some investors point to Alibabas AI-chip plans and upcoming earnings as reasons for optimism.

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

CAPRs rally is centered on positioning ahead of the FDAs Nov. 22 decision on deramiocel for Duchenne muscular dystrophy; managements confidence and comments about possible labeling, along with an analyst upgrade, have strengthened optimism. Traders debate the binary approval risk, with some expecting a squeeze while others warn that FDA rejection remains possible.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Speculation about Nvidia CEO Jensen Huangs possible departure and board turmoil is driving attention to NVDL alongside a sharp NVDA-linked selloff. Many traders are buying the dip for a rebound, while others warn that further NVDA weakness and NVDLs daily leverage can magnify losses.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Ciscos upcoming quarterly results are the main focus, with traders watching whether AI infrastructure orders translate into durable revenue and whether guidance and margins can support growth. Bulls anticipate strong results, while skeptics question whether hyperscaler spending is pulled forward and whether orders will convert to collected cash.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is drawing attention amid a prolonged selloff in Chinese tech stocks, with traders pointing to weak demand for China-listed equities and concerns about Baidus ad business, AI monetization and lack of clear catalysts. The community is split between buyers calling the shares undervalued and bears warning they could remain a value trap; hopes for a Kunlunxin IPO or a China-market rebound remain speculative.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby is drawing attention after a quarterly revenue beat, a raised outlook, and reported progress in the final stage of FAA certification testing, alongside manufacturing and defense-business updates. Bulls see these developments as steps toward commercialization and cite rebound or short-covering potential, while skeptics focus on certification delays, cash burn, dilution, and uncertain air-taxi economics.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius latest quarterly report is driving attention: strong revenue growth and a higher outlook were offset by an EPS miss and weaker EBITDA, and shares sold off despite the upbeat top-line results. Bulls view the decline as an overreaction and emphasize growth and improving margins, while skeptics focus on continued losses, cash burn, and dilution risk.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JDs persistent weakness alongside Chinese equities is fueling debate over whether its low valuation, cash reserves and buybacks outweigh China-related sentiment, competition and soft consumer demand; bulls also cite Michael Burrys added position as support for the value case, while skeptics question whether it can reverse the slide. Traders are watching upcoming earnings and the Ceconomy deal as possible catalysts.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is in focus ahead of its quarterly results, with traders looking for guidance on equipment orders and chipmakers capital spending as a test of AI-fab demand. Bullish traders point to the semiconductor-sector rebound and continued AI investment, while skeptics worry about capex pushouts, export-policy risks and the stocks volatility.

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RVMD is drawing attention after its first quarterly report as RASONQUE launched, with traders highlighting a strong initial commercial showing but noting the stock sold off despite the upbeat results. The debate centers on whether launch momentum can continue amid high spending and concerns that sales could slow.

Wall Street Analysts Think Revolution Medicines (RVMD) Could Surge 33.34%: Read This Before Placing a Bet

The consensus price target hints at a 33.3% upside potential for Revolution Medicines (RVMD). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Revolution Medicines' Pancreatic Cancer Drug Nearly Doubled Survival. Is the High-Flying Stock Still a Buy?

Key PointsIts lead therapy is approved to treat previously treated patients with an advanced form of pancreatic cancer...

Why Royalty Pharma Investors Could Be the Quiet Winners From Revolution Medicines' Groundbreaking Pancreatic Cancer Drug

Key PointsRevolution Medicines' daraxonrasib has received FDA approval...

RVMD Q3 Earnings & Sales Beat Estimates on Encouraging Rasonque Uptake

Revolution Medicines' Q3 revenues beat estimates as Rasonque generated $197.6 million in just five weeks, signaling strong early launch demand.

Revolution Medicines, Inc. (RVMD) Reports Q3 Loss, Beats Revenue Estimates

Revolution Medicines (RVMD) delivered earnings and revenue surprises of +18.80% and +596.15%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

12 Health Care Stocks Moving In Wednesday's After-Market Session

Gainers

Revolution Medicines (NASDAQ:RVMD) stock rose 14.1% to $227.83 during Wednesday's after-market session. The market value of their outstanding shares is at $41.6 billion. As per the news, the Q3 earningsread more...

Novocure CEO Says RVMD’s Daraxonrasib Slowed Optune Pax Adoption – Wedbush Sees Disruption Rather Than Direct Competition

Equity

The number of patients actively using Optune Pax in the U.S. declined to 266 at the end of the third quarter, from 285 in the second quarter.

Could Revolution Medicines Be a Millionaire-Maker Stock?

Key PointsRevolution Medicines' stock has soared over 9x in three years...

Billionaire Stanley Druckenmiller Added to Revolution Medicines Before Its FDA Win. Is the Stock Still a Buy After a 134% Run?

Key PointsStanley Druckenmiller's Duquesne Family Office increased its stake in Revolution Medicines during the second quarter...

Revolution Medicines Begins Phase 3 Trial For Advanced Lung Cancer Treatment

Revolution Medicines doses first patients in its global Phase 3 trial testing zoldonrasib for metastatic non-small cell lung cancer.read more...

• Reported GAAP EPS of -$1.90 down -18.01% YoY
• Reported revenue of $197.56M
• Revolution Medicines expects product revenue to increase in future periods because Q3 2026 reflected partial-quarter sales; it expects research and development and selling, general and administrative expenses to increase for the foreseeable future.

Revolution Medicines reported a larger quarterly net loss and higher research and development expense; two customers accounted for 71% and 28% of product revenue, while qualifying alternative suppliers could take a substantial period of time.

Revolution Medicines launched FDA-approved RASONQUE; NCCN listed daraxonrasib for PDAC and NSCLC, while the company reported its belief in RASolute 302 survival benefit and planned four BMS cohorts.

Revolution Medicines, Inc. is a clinical-stage precision oncology company, which engages in developing novel targeted therapies. It engages in the discovery and development of cancer treatment by pioneering novel combination and monotherapy treatment regimens to maximize the depth and durability of clinical benefit and circumvent adaptive resistance mechanisms for patients which are dependent on the RAS and mTOR pathway. The company was founded by Mark A. Goldsmith, Kevan Shokat, Martin D. Burke, David L. Pompliano and Michael Fischbach in October 2014 and is headquartered in Redwood City, CA.

Revolution Medicines Inc

Bullish Sentiment

<ul class="summary-bullets"><li>Wedbush has a ‘Neutral’ rating on Novocure.</li><li>Novocure reported a 16% increase in Q3 revenue to $193.4 million, beating Wall Street’s estimates of $182.2 million, according to Fiscal.ai</li><li>The company raised its full-year 2026 revenue guidance to $736 million to $743 million from $710 million to $725 million.</li></ul>Novocure’s (NVCR) CEO Frank Leonard said the launch of Revolution Medicines’ (RVMD) Daraxonrasib slowed adoption of its Optune Pax device, but Wedbush believes the change is due more to disruption at medical practices than a “direct displacement.”<a href="https://stocktwits.com/symbol/NVCR">NVCR shares</a> were down about 4% at the time of writing, having fallen to six-month lows earlier in the session.<h2 class="st-heading-2">Optune Pax Momentum Affected By Daraxonrasib Launch</h2>On a call with analysts on Thursday, Leonard said the introduction of Daraxonrasib has “significantly” impacted the company’s ability to access practices to detail Optune Pax. The number of patients actively using Optune Pax in the U.S. declined to 266 at the end of the third quarter (Q3), from 285 in the second quarter (Q2).“We acknowledge the challenges in the Optune Pax launch, and we will continue to evolve our tactics to ensure we maintain our share of voice in our approved indication, which is different than the approved indication for Daraxonrasib,” Leonard said.Optune Pax is a wearable medical device that uses electrical fields to disrupt cancer cell growth. It received approval by the U.S. Food and Drug Administration (FDA) in February this year to treat adults with locally advanced pancreatic cancer.Meanwhile, Revolution Medicines’ oral drug Daraxonrasib, marketed as Rasonque, received <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.fda.gov/drugs/resources-information-approved-drugs/fda-approves-daraxonrasib-metastatic-pancreatic-adenocarcinoma">FDA approval</a> on August 26 for certain patients with metastatic pancreatic cancer.Wedbush, which maintains a ‘Neutral’ rating on Novocure, noted that the company has not seen widespread Optune Pax discontinuations or significant use of Daraxonrasib.<h2 class="st-heading-2">Novocure Raises FY 2026 Outlook</h2>Novocure reported a 16% increase in Q3 revenue to $193.4 million, comfortably beating Wall Street’s estimates of $182.2 million, according to Fiscal.ai. Loss came down to $0.09 per share from $0.33 a year earlier and was narrower than the consensus estimated loss of $0.23 per share.The company also raised its full-year 2026 revenue guidance to $736 million to $743 million from $710 million to $725 million and hiked its adjusted earnings before interest, tax, depreciation and amortization (EBITDA) outlook significantly to $24 million to $34 million from $0 million to $15 million.The company had $463.5 million in cash and short-term investments at September-end.<h2 class="st-heading-2">Retail Turns Bullish On NVCR</h2>Retail sentiment surrounding NVCR on Stocktwits turned ‘bullish’ from ‘neutral’ over the past 24 hours, amid ‘high’ message volumes.The stock has gained more than 5% so far in 2026.Also read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/adt-stock-hits-near-4-year-highs-joshua-kushner-thrive-holdings-to-acquire-adt/cZUQrrER9R2">ADT Stock Hits Near 4-Year Highs – Joshua Kushner-Backed Thrive Holdings To Acquire ADT At $10 Per Share</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, NovoCure Limited logo is seen on a smartphone screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

NovoCure Ltd

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