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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 upcoming oncology milestones are driving attention, particularly the completed IMPACT pancreatic-cancer trial enrollment and expected data, alongside further REGAIN glioblastoma updates. Traders are broadly optimistic about the expanding pipeline, while some emphasize that larger datasets are still needed to validate the early results.

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 quarterly results, particularly resilient parks performance and improving streaming profitability, have reinforced bullish sentiment and prompted analyst upgrades. Traders remain divided, with some seeing a turnaround while others point to the stocks long stretch of weak, range-bound performance.

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

Shopify is pulling back after a strong run as traders position ahead of earnings, with some wary of recent SaaS-sector weakness and the stocks valuation. Others remain bullish on growth and AI-driven commerce, while security concerns appear in some bearish posts but are not the dominant discussion.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Attention centers on Candels planned Q4 BLA submission for CAN-2409 in localized prostate cancer and upcoming SITC pipeline data. Bulls see the clinical and regulatory milestones as potential catalysts, while skeptics point to the steep decline, CEO share sales, limited transparency, possible dilution and uncertainty about filing timing; some also blame broader biotech weakness and thin trading.

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 early third-quarter report and raised full-year revenue guidance are driving attention, with continued LUPKYNIS sales growth supporting the results. Traders are split between viewing the report as solid execution and frustration that the shares fell despite it, compounded by confusion over whether management held an earnings call.

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Stockholm, Sweden.

Spotify Technology S.A.

Spotifys shares are drawing attention after a sharp post-earnings rally despite revenue and EPS misses; traders are focusing on premium subscriber growth, stronger gross margin, and an upbeat fourth-quarter profit outlook. The move has surprised some investors, who question why the stock rose on a mixed report, while bulls see the guidance and improving ad revenue as the more important signals.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

ALAB is drawing attention amid a sharp pullback alongside other AI and semiconductor stocks, with traders citing stretched valuations, broad market pressure, and uncertainty ahead of earnings. The community is split between buyers treating the decline as an opportunity and bears warning that the stock remains overvalued and could fall further.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs large equity and warrant offering, alongside its Elisity acquisition, has put dilution and capital allocation at the center of the discussion as shares have sold off. Bulls see the financing and acquisitions as building a broader quantum platform, while critics question shareholder costs and execution; a Google quantum breakthrough has also lifted sector optimism, though traders disagree on whether that can overcome IONQ-specific concerns.

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 weaken in 2027 has sparked concerns about pricing and CorMedixs largest revenue driver, contributing to a sharp selloff. Traders are divided over the impact: some see a serious commercial risk, while others argue DaVitas outlook is preliminary and point to CMS reimbursement estimates as a reason the reaction may be excessive.

NEAR Protocol (NEAR) is a cryptocurrency launched in 2020. NEAR Protocol has a current supply of 1,310,395,414. The last known price of NEAR Protocol is 4.30157975 USD and is up 6.10 over the last 24 hours. It is currently trading on 688 active market(s) with $1,245,620,491.67 traded over the last 24 hours. More information can be found at https://near.org/.

Near

Traders are watching a governance vote that could make NEAR less inflationary, with some viewing the tokenomics change as a potential catalyst. Sentiment is split: dip-buyers are accumulating, while cautious traders point to Bitcoin-linked weakness and liquidation risk.

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Should Invesco S&P 500 Revenue ETF (RWL) Be on Your Investing Radar?

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

Equity

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

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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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$134.71
Prev Close	$135.30
Open	$135.39
Dividend Yield	N/A
50-Day Moving Average	$132.99
Beta	N/A
Avg. Volume	273,936.98
PE Ratio	N/A

52-Week High	$135.88
52-Week Low	$109.26
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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