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CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

DaVitas warning that DefenCath reimbursement could fall after early 2027 is driving the sharp selloff, raising concerns about pricing and CorMedixs largest revenue stream. Traders disagree over how much weight to give DaVitas preliminary outlook versus CMSs stated Q1 rate, with some calling the drop an overreaction and others questioning managements response and capital allocation.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Aurinias Q3 results and higher full-year revenue guidance are driving discussion, with traders pointing to continued LUPKYNIS growth and solid execution. Reactions are mixed: many view the report positively, while others are frustrated by the share-price decline and uncertainty over an earnings call; patent litigation and pipeline speculation are secondary topics.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disneys latest quarterly results, supported by resilient theme-park performance and improving streaming profitability, have encouraged bullish reactions and analyst upgrades. Traders remain divided, with some seeing a recovery setup while others question whether the shares can sustain a move higher after years of range-bound performance.

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 Taus expanding oncology pipeline is drawing attention, especially the FDA-cleared expansion of its recurrent glioblastoma trial and completion of enrollment in its pancreatic cancer study, which grew after multiple expansions. Traders are broadly optimistic about the upcoming data and other clinical milestones, though some point to price consolidation and market volatility while waiting for results.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visas fiscal fourth-quarter results beat expectations, with resilient payment and cross-border activity, but traders are debating whether slower-growth guidance and a rich valuation temper the strong operating performance; reactions include sell-the-news caution alongside longer-term optimism.

Hyperliquid Strategies, Inc. is a holding and operating company, which engages in the business of crypto asset management. The firm operates as a digital asset treasury company which focuses on the Hyperliquid ecosystem. The company was founded on July 2, 2025 and is headquartered in New York, NY.

Hyperliquid Strategies Inc.

PURR is drawing attention as a listed treasury vehicle tied to Hyperliquids HYPE token, with traders reacting to HYPEs rally to record levels while debating why PURR has lagged. Bulls point to its HYPE exposure and possible short-covering; bears cite potential dilution from share issuance and volatile price action.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weak fourth-quarter outlook, amid softer PC demand and manufacturing constraints, triggered a sharp selloff and analyst downgrades. Traders are divided between calling the drop an overreaction and buying the dip, and expecting further losses while questioning managements execution and the turnaround.

ARK ETF Trust - ARK Innovation ETF

ARK Innovation ETF

Traders are debating ARKKs persistent underperformance versus broad-market and tech benchmarks, often blaming Cathie Woods stock selection and frequent portfolio changes. Some see a possible technical recovery or breakout, but skepticism about the funds track record remains prominent.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys approaching quarterly earnings are a focus as shares pull back after a strong run. Traders are split between expecting growth and AI-commerce momentum to support results, and worrying that high expectations, broader software weakness, and recent volatility leave room for further selling.

Albemarle Corp. engages in the development, manufacture, and marketing of chemicals for consumer electronics, petroleum refining, utilities, packaging, construction, transportation, pharmaceuticals, crop production, food-safety, and custom chemistry services. It operates through the following segments: Energy Storage, Specialties, and Ketjen. The Energy Storage segment develops and manufactures a broad range of basic lithium compounds, including lithium carbonate, lithium hydroxide, and lithium chloride. The Specialties segment focuses on optimizing a portfolio of bromine and specialized lithium solutions. The Ketjen segment consists of clean fuels technologies, fluidized catalytic cracking catalysts and additives, and performance catalyst solutions, which is primarily composed of organometallics and curatives. The company was founded in 1993 and is headquartered in Charlotte, NC.

Albemarle Corp.

Albemarle Corp

Falling lithium prices and futures are weighing on Albemarle, with traders focused on whether the weakness will pressure upcoming earnings and guidance. The community is split between expecting further downside and viewing the selloff as a buying opportunity, citing longer-term battery and energy-storage demand.

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Trump targets Biden appointee over jobs data accuracy

Investing.com -- President Donald Trump announced plans to fire Dr. Erika McEntarfer, Commissioner of Labor Statistics, accusing her of manipulating employment data for political purposes during the election.

Fed’s Bostic: Jobs data show economy may be weakening

Investing.com -- Federal Reserve Bank of Atlanta President Raphael Bostic said Friday’s employment numbers raise concerns about risks to the job market, suggesting the economy may be weakening more broadly.

Wall Street strategist explains how to navigate an ’AI Bubble’

Investing.com -- The latest Sevens Report on Friday warned that a divergence between AI chipmakers and the broader equity market may be signaling early risks of an “AI bubble,” advising investors to monitor the semiconductor sector for signs of a market peak.

Barclays continues to prefer U.S. vs. Rest of the World stocks

Investing.com -- In a note on Friday, Barclays reiterated its preference for U.S. equities over international markets, pointing to an improving earnings outlook, relatively resilient valuations, and favourable positioning across investor groups.

Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF

Dell Stock Set To Hit 1-Month Low After Q3 Revenue Miss, Sub-Par Guidance: Retail Stays Firmly Bullish

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Bullish Sentiment

Dell Technologies, Inc. (<a class="mention" data-mention="$DELL" data-symbol-id="DELL" href="https://stocktwits.com/symbol/DELL" target="_blank">$DELL</a>) shares fell sharply in Wednesday’s premarket session after the computer and peripherals maker announced mixed results for the fiscal-year 2025 third quarter results but retailers aren’t ready to give up on the stock.&nbsp;Round Rock, Texas-based Dell reported third-quarter non-GAAP earnings per share (EPS) of $2.15, up from $1.88 earned a year-ago. The bottom-line result exceeded the consensus estimate of $2.06.Revenue climbed 12% year-over-year (YoY) to $24.4 billion, slightly shy of the consensus estimate of $24.67 billion.Among business segments, infrastructure solutions group (ISG) revenue rose 34% YoY to $11.4 billion or roughly 47% of the revenue. Within this segment, servers and networking revenue jumped a steeper 58% to $7.4 billion, fueled by strong demand for traditional and artificial intelligence servers.Dell shipped $2.9 billion of AI servers in the third quarter, resulting in an AI server backlog of $4.5 billion.The company said AI server orders were at a record $3.6 billion in the quarter, primarily driven by Tier 2 cloud service providers with continued growth in enterprise customers.&nbsp;Clients solutions group’s (CSG) revenue was down 1% at $12.1 billion, with a 3% increase in commercial client revenue more than offset by a 18% decline in consumer revenue.Dell generated cash flow from operations of $1.6 billion in the third quarter and ended the three-month period with $16.6 billion in cash and investments.&nbsp;&nbsp;Yvonne McGill, CFO of Dell said, "We continued to build on our AI leadership and momentum, delivering combined ISG and CSG revenue of $23.5 billion, up 13% year over year.""Our continued focus on profitability resulted in EPS growth that outpaced revenue growth, and we again delivered strong cash performance."On the earnings call, the company issued a cautious commentary regarding enterprise and large customers, which appear to be mindful of their spend in the near term. The company guided to fourth-quarter revenue to be between $24 billion and $25 billion, with ISG and CSG combined growing 13%.Dell expects non-GAAP EPS of $2.50, plus or minus $0.10This compares to the consensus of $25.43 billion and $2.61, respectively.The company expects to full-year revenue to grow 9% at the midpoint and non-GAAP EPS to come in at $7.81, which trailed the average analysts’ estimate for 10% growth and $7.84, respectively."We expect multiple tailwinds going into next year, including more robust AI demand supported by our strong 5-quarter pipeline," said CFO McGill. "There's also an aging installed base in both PCs and traditional servers that are prime for a refresh," the executive said.Morgan Stanley said Dell outperformed most key metrics that were on investors’ radar. The firm, however, predicted negative stock reaction as the stock is a "crowded consensus buy long," the third-quarter CSG missed and the guidance was cautious.The firm said it would be buyers on any post-earnings weakness.Reacting to the results, the stock was down a steep 11.55% at $125.37 as of 7:19 a.m. ET in premarket trading. If the premarket losses carry over to the regular session, the stock is on track to touch a one-month low.&nbsp;For the year, the stock has gained over 88% compared to the S&amp;P 500’s 26% jump and the Nasdaq Composite’s nearly 28% rise.<figure class="image"><a href="https://stocktwits.com/symbol/DELL"><img style="aspect-ratio:635/133;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/dell_sentiment_fb74cb52ee.png" alt="dell-sentiment.png" width="635" height="133"></a><figcaption>DELL sentiment and message volume November 27, 2024, premarket as of 7:19 am ET | Source:&nbsp;Stocktwits</figcaption></figure>Retail sentiment toward the stock, however, remained buoyant. On Stocktwits, users stayed ‘bullish’ (64/100), and the buoyant mood triggered. 'extremely high' levels of message volume.A user felt the stock is cheap as its market cap is almost on level with revenue.<stembedurl>https://stocktwits.com/marvessa/message/594252681</stembedurl>Another shrugged off the post-earnings weakness as a typical trend. While the stock could test the $115 level in the short term, it could do just fine in the long term, he said.<stembedurl>https://stocktwits.com/Buffetty/message/594244883</stembedurl>For updates and corrections email <a target="_blank" rel="noopener noreferrer nofollow" href="mailto:newsroom@stocktwits.com">newsroom@stocktwits.com</a>&nbsp;Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rambus-initiated-at-outperform-at-baird/cJIWrizRgU">Rambus Stock Powers Up After Memory Chipmaker Snags A Bullish Rating: Retail Upbeat</a>

Morgan Stanley says it is a buyer of any post-earnings dip.

Dell said it expects multiple tailwinds going into next year, including more robust AI demand supported by its strong 5-quarter pipeline.

Dell Technologies Inc

Invesco S&P 500 Revenue ETF

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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