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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

Nvidia shares are under pressure as traders react to the boards investigation into Jensen Huangs admitted affair with a businesswoman reported to have suspected ties to Chinese intelligence, raising concerns about governance, possible information leaks, and Huangs future as CEO. The community is divided between seeing the probe and leadership uncertainty as a serious overhang and treating the controversy as unrelated to Nvidias AI-chip business and a buying opportunity.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is under heavy selling pressure ahead of its Q3 earnings report, with traders speculating about a possible leak while others see the decline as pre-report positioning; a leak is unconfirmed. Bulls point to growth and potential upbeat guidance, while bears worry that the Eli Lilly obesity-drug deal could pressure margins and profitability.

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

TG Therapeutics quarterly revenue beat and higher full-year outlook, driven by BRIUMVI growth, are the main focus; shares saw a sharp post-results dip and recovery, prompting debate over a sell the news reaction versus short-driven volatility. Traders are also watching for Phase 3 results on subcutaneous BRIUMVI as a next potential catalyst.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWMs sharp rally is drawing attention as small caps outperform, with traders describing a possible low-volume short squeeze and rotation into the Russell 2000. Bulls are chasing calls and citing hopes for easing inflation, while skeptics question the moves strength given reported weak flows and limited volume.

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

Capricors pending FDA decision on deramiocel for Duchenne muscular dystrophy, focused on the amended upper-limb-function evidence from HOPE-3, is driving attention ahead of the Nov. 22 PDUFA date. Bulls cite the trial data and a letter urging approval from 28 investigators, while skeptics point to FDA scrutiny and the earlier negative advisory-panel vote on the cardiac indication; short-squeeze speculation adds to the debate.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs rally is drawing attention after Oppenheimer upgraded the stock, while Google Clouds use of EPYC processors in its AI infrastructure added a company-specific catalyst. Traders also point to money rotating from Nvidia amid a CEO-related investigation, though some see the move as sentiment-driven and question AMDs valuation.

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

Candels SITC findings on immune activation and viral clearance, alongside its positive Phase 3 prostate-cancer results, are drawing attention as the company prepares a BLA for CAN-2409. Bulls see the data as supportive of the regulatory package, while skeptics question filing and manufacturing execution and warn of a possible sell-the-news reaction.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

A quarterly earnings shortfall and reduced full-year revenue guidance, tied largely to federal Dedrone drone deployments being delayed, have driven a sharp selloff. Traders debate whether the decline overreacts to a timing issue or reflects high valuation and weaker near-term growth, with some buying the dip and others expecting further downside.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk shares are rallying sharply ahead of its Q3 earnings report, with traders speculating about short covering and an earnings leak, though neither explanation is confirmed. The move has fueled hopes for a turnaround, while many investors worry that weak results or guidance could erase the gains.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Agility Robotics Inc.

Agility Robotics Inc. - Ordinary Shares - Class A

Post-merger selling in Agility Robotics is drawing attention, with traders pointing to typical de-SPAC volatility and questioning the companys steep losses, limited revenue, and path to commercial scale. Some remain bullish on humanoid robotics and the companys reported orders, but the discussion is dominated by skepticism about valuation and near-term execution.

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Stocktwits Pharma Pulse: Lilly, Novo Lead A Busy Week — Here Are The Stocks And Readouts To Watch 

Equity

Novo has 44 abstracts at EASD, including CagriSema analyses and Phase 2b Zenagamtide results.

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Sana Biotechnology (NASDAQ:SANA) Shares Down 7.3% - Time to Sell?

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Wall Street Zen Downgrades Sana Biotechnology (NASDAQ:SANA) to Strong Sell

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Sana Biotechnology, Inc. engages in the research and development of engineered cells as medicine. It focuses on identifying and developing potential product candidates, executing preclinical studies, and acquiring technology. The company was founded by Steven D. Harr, Noubar B. Afeyan, Robert Taylor Nelsen, and Hans Edgar Bishop on July 2018 and is headquartered in Seattle, WA.

Sana Biotechnology Inc

Bullish Sentiment

<ul class="summary-bullets"><li>Lilly will present Phase 2 results for its eloraTZP combination at the EASD meeting in Milan.</li><li>SAB BIO, Sana and Century will present type 1 diabetes research at different stages of development.</li><li>uniQure expects a four-year AMT-130 update by quarter-end and Scynexis has guided to two Phase 1 updates.</li></ul><p>Biotech investors face a crowded final week of September as Eli Lilly (LLY) and Novo Nordisk (NVO) bring their latest obesity and diabetes research to a major medical meeting in Milan, while uniQure (QURE) and Scynexis (SCYX) approach quarter-end targets for clinical updates that could put smaller stocks in the spotlight.&nbsp;</p><p>The<a href="https://stocktwits.com/symbol/XLV">&nbsp;Health Care Select Sector SPDR Fund (XLV)</a> gained 1.8% last week, outperforming the broader market’s<a href="https://stocktwits.com/symbol/SPY">&nbsp;SPDR S&amp;P 500 ETF Trust (SPY)</a>, which rose 1.3%, but trailing the<a href="https://stocktwits.com/symbol/QQQ">&nbsp;Invesco QQQ Trust (QQQ)</a>, which climbed 3.3%. The<a href="https://stocktwits.com/symbol/IBB">&nbsp;iShares Biotechnology ETF (IBB)</a> advanced 2.6%, beating both <a class="mention" data-mention="$XLV" data-symbol-id="XLV" href="https://stocktwits.com/symbol/XLV" target="_blank">XLV</a> and SPY while lagging QQQ. The<a href="https://stocktwits.com/symbol/XBI">&nbsp;SPDR S&amp;P Biotech ETF (XBI)</a> fell 1.1%.&nbsp;</p><p><img src="https://news.stocktwits-cdn.com/healthcare_fef01ed028.png" alt="healthcare.png"></p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Date</td><td>Ticker/ Event</td><td>Development</td></tr><tr><td>Sept.28</td><td>CAMP</td><td>Camp4 Therapeutics holds an analyst day on its CMP-002 trial for SYNGAP1-related disorder.</td></tr><tr><td>Sept.28-Oct.2</td><td>EASD</td><td>Lilly, Novo and smaller biotech companies present diabetes and obesity research in Milan.</td></tr><tr><td>Sept.29</td><td>NVO, KURA</td><td>Novo presents CagriSema analyses, while Kura affiliate Caspian Therapeutics presents preclinical KO-7246 research.</td></tr><tr><td>Sept.30</td><td>LLY, NVO, SABS</td><td>Lilly presents Phase 2 eloraTZP results; Novo has several pipeline sessions; SAB BIO discusses SAB-142.</td></tr><tr><td>By Sept.30</td><td>QURE, SCYX</td><td>Potential four-year AMT-130 update from uniQure and two Phase 1 topline updates from Scynexis.</td></tr><tr><td>Oct.1</td><td>LLY, FDA</td><td>Lilly presents Foundayo data; an FDA panel discusses influenza vaccine strain selection.</td></tr><tr><td>Oct.2</td><td>SANA, IPSC</td><td>Sana and Century present separate type 1 diabetes cell-therapy programs.</td></tr></tbody></table></figure></div><h2 class="st-heading-2"><strong>Lilly, Novo Put Next Obesity Drugs On Display&nbsp;</strong></h2><p>The European Association for the Study of Diabetes’ annual meeting runs Monday through Friday in Milan, with obesity and diabetes presentations from Eli Lilly and Novo Nordisk. The program also includes type 1 diabetes research from SAB BIO (SABS), Sana Biotechnology (SANA) and Century Therapeutics (IPSC).<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.easd.org/annual-meeting/?utm_source=chatgpt.com">&nbsp;</a></p><p>On Wednesday, Lilly will present Phase 2 results for eloraTZP, a combination of the amylin-targeting drug Eloralintide and Tirzepatide, the ingredient in Mounjaro and Zepbound. The study involves adults with obesity or overweight and type 2 diabetes. Lilly will also discuss Phase 3 findings for Retatrutide, which targets three hormone receptors, and results from Surpass-CVOT, a study of Tirzepatide’s cardiovascular outcomes. Thursday’s session covers Phase 3 findings for its oral diabetes drug Foundayo, or Orforglipron. Lilly has already disclosed headline results from several of these studies and the presentations will add more details.</p><p>Novo has 44 abstracts at the meeting. Tuesday’s presentations include Reimagine 1 analyses of CagriSema’s effects on body composition and combined blood-sugar and weight-loss goals. On Wednesday, Novo will discuss CagriSema’s effects on appetite and responses to food cues, and present Phase 2b results for Zenagamtide, also known as Amycretin.</p><h2 class="st-heading-2"><strong>Smaller Biotechs Target Type 1 Diabetes&nbsp;</strong></h2><p>SAB BIO (SABS) will present research on SAB-142, an immunotherapy for type 1 diabetes, on Monday and Wednesday. Its Phase 1 findings address repeat dosing and early C-peptide signals. C-peptide helps show how much insulin a patient’s body still produces.</p><p>Friday features two cell-therapy programs at different stages. Sana Biotechnology (SANA) will discuss findings from a first-in-human study involving engineered donor insulin-producing cells transplanted into one patient without immunosuppressive drugs. Century Therapeutics (IPSC) will present preclinical research on manufacturing engineered stem-cell-derived insulin-producing cells for its CNTY-813 program.&nbsp;</p><p>Kura Oncology (KURA) is also linked to the diabetes program. Its separately financed affiliate, Caspian Therapeutics, will present Tuesday on KO-7246, an experimental drug being studied for its potential to increase insulin-producing beta cells.&nbsp;</p><h2 class="st-heading-2"><strong>Beyond Milan: 3 More Events To Watch This Week&nbsp;</strong></h2><p>Sellas Life Sciences (SLS) is also in focus as the AACR pancreatic-cancer conference concludes on Monday. The company released preclinical findings on its experimental drug SLS009 on Friday, ahead of three poster presentations&nbsp;that happened on Sunday. The studies examined SLS009 in pancreatic-cancer models, including combinations designed to address treatment resistance.</p><p>Camp4 Therapeutics (CAMP) has a confirmed event on Monday. Its analyst day will cover the design of a first-in-human Phase 1/2 trial of CMP-002 for Syngap1-related disorder. CAMP4 expects to start the trial in the fourth quarter.</p><p>Meanwhile, the FDA’s vaccine advisory committee is scheduled to meet on Thursday to recommend influenza virus strains for vaccines intended for the 2027 Southern Hemisphere season. Its recommendations are nonbinding.</p><h2 class="st-heading-2"><strong>Quarter-End Data Clock Ticks For QURE, SCYX&nbsp;</strong></h2><p>Outside the conference, uniQure (QURE) intends to present a four-year analysis of its AMT-130 gene-therapy studies in Huntington’s disease before the third quarter ends on Wednesday. The firm’s earlier guidance said the update would include four years of follow-up on 24 patients in its first two treatment cohorts.&nbsp;</p><p>uniQure submitted AMT-130 applications to U.S. and U.K. regulators earlier this month, supported by an earlier three-year analysis. The pending four-year update is a separate milestone. The company has requested priority review in the U.S.</p><p>Additionally, Scynexis (SCYX) has guided to two Phase 1 topline updates in the third quarter. Results for SCY-770, a potential treatment for inherited polycystic kidney disease, are expected to help select doses for a Phase 2 study. The other update concerns an intravenous version of SCY-247, an experimental antifungal.&nbsp;</p><h2 class="st-heading-2"><strong>Moderna’s Melanoma Details Remain Pending&nbsp;</strong></h2><p>Moderna (MRNA) and Merck (MRK) announced in August that their Phase 3 INTerpath-001 trial met its goals for delaying melanoma recurrence and the spread of cancer to distant parts of the body. The trial tested Moderna’s individualized cancer treatment Intismeran with Merck’s Keytruda after patients’ tumors had been surgically removed.&nbsp;</p><p>Investors are still awaiting the detailed results. The companies plan to present them at an “international medical meeting,” but have not named the conference or date.&nbsp;</p><h2 class="st-heading-2"><strong>LLY, NVO, QURE: How Do Retail Traders Feel?</strong></h2><p>Retail traders on Stocktwits turned more upbeat on LLY and QURE, even as chatter cooled. Sentiment on LLY improved to ‘neutral’ from ‘bearish’ over the past week, while message volume fell 10%. QURE sentiment rose to ‘bullish’ from ‘neutral’ a week ago, despite a 33% drop in 24-hour message volume.&nbsp;</p><p>NVO drew the most optimistic response: sentiment was ‘extremely bullish’ as message volume surged 100% over the past week.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stla-f-gm-trump-fuel-economy-rollback-auto-plants-coming-back/cZMSWm8RBfh">STLA, F, GM Climb Overnight As Trump Clears Fuel Economy Rollback — Says Auto Plants Are ‘Coming Back’&nbsp;</a></p>

Representative Image (Photo credit: Getty Images)

Stocktwits Pharma Pulse: Lilly, Novo Lead A Busy Week — Here Are The Stocks And Readouts To Watch

iShares Biotechnology ETF

Century Therapeutics Inc

Lilly(Eli) & Co

Merck & Co Inc

Moderna Inc

Novo Nordisk A/S

uniQure NV

SAB Biotherapeutics Inc

Scynexis Inc

SELLAS Life Sciences Group Inc

SPDR S&P Biotech ETF

Health Care Select Sector SPDR Fund

Buying the dip

Selling or trimming

Holding

Waiting for the investigation results to decide

Nvidia ($NVDA) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

Stocktwits

) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	-$0.16	--	--	N/A
Q3 '26	-$0.15	$0.07	147.37%	BEAT
Q2 '26	-$0.15	-$0.22	-49.76%	MISSED
Q1 '26	-$0.16	-$0.17	-5.01%	MISSED
Q4 '25	-$0.14	-$0.21	-47.75%	MISSED

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