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Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegians better-than-expected third-quarter results and raised full-year outlook drove a sharp rally, with traders highlighting stronger bookings, cost control and improving yields. The subsequent pullback is being debated as profit-taking and broad market weakness, while fuel costs, debt and lingering concerns about demand remain bearish counterpoints.

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

A sharp breakout to a 52-week high, alongside heavy call-option activity, has fueled speculation about a possible buyout and short covering ahead of Q3 results. The acquisition talk is unconfirmed; others point to BRIUMVIs sales growth and upcoming subcutaneous data as the underlying story, while cautioning that earnings and clinical milestonesnot rumorswill matter.

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 upcoming quarterly report is dominating discussion, with traders focused on whether results and forward guidance can exceed already elevated expectations. Bulls point to AI demand and growth, while skeptics warn that the premium valuation and broader tech weakness could leave the stock vulnerable even after a beat.

OFFICIAL TRUMP (TRUMP) is a cryptocurrency and operates on the Solana platform. OFFICIAL TRUMP has a current supply of 999,998,809.831273 with 281,866,746.118905 in circulation. The last known price of OFFICIAL TRUMP is 1.73532194 USD and is up 9.97 over the last 24 hours. It is currently trading on 744 active market(s) with $259,407,006.57 traded over the last 24 hours. More information can be found at https://gettrumpmemes.com/.

Trump For President

The TRUMP meme coins steep decline and accusations of a pump-and-dump dominate discussion, with many traders saying holders have been left with losses. Some remain bullish on a rebound or short squeeze, but bearish commentary and doubts about the tokens value are more prevalent.

Select Sector SPDR Trust (The) - State Street Health Care Select Sector SPDR ETF

Health Care Select Sector SPDR Fund

Healthcares strong rally and relative outperformance are drawing attention, with traders describing a rotation from technology into the sector and pointing to XLVs breakout and fresh highs. Some see healthcare as a defensive haven, while others caution that the rally could lose momentum.

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 sharp decline alongside semiconductor peers, after Intels weak outlook and amid concerns about AI-spending returns and high valuations, has made the companys upcoming earnings and guidance a key test. Traders disagree on whether the drop is sympathy selling and a buying opportunity or a sign that demand expectations and valuations are being reset.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

AXSM is drawing attention ahead of its Q3 earnings report, with investors focused on Auvelitys launch for Alzheimers agitation, prescription growth, and the path to profitability. The steep share-price decline and managements limited commentary have intensified debate: bears worry that uptake is weaker than expected and costs remain high, while bulls argue that samples and long-term-care channels may be obscuring demand and expect the report to clarify the trend.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Discussion is dominated by the approaching U.S. midterm elections and Trumps political fortunes, with traders linking DJTs weakness to administration controversies and uncertainty around the Iran conflict. Some speculate that a Republican win or Iran deal could improve sentiment, while many remain bearish and point to the stocks steep decline and concerns about the companys value.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

A broad semiconductor selloff following Intels weak outlook has weighed on Qualcomm, with traders linking the drop to concerns about PC demand and rising memory costs. Ahead of Qualcomms earnings report, the community is split between dip-buyers citing the companys longer-term prospects and traders watching for further downside, including bearish options positioning.

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IBM Stock Heads For Best Week Since June: CEO Says ‘Q2 Softness Was Timing Rather Than Demand’ After Q3 Beat, Sees Infrastructure Momentum      

Equity

Arvind Krishna highlighted IBM’s software growth and rising infrastructure demand. 


A Guide to Cloud Computing ETF Investing 

AI adoption, surging infrastructure spending and accelerating cloud revenues are boosting the cloud computing industry. Here are four cloud ETFs to watch.

FSLY Rockets Nearly 16%: Oppenheimer Upgrades Stock As Analyst Sees Agentic AI Driving Sustained Growth

Oppenheimer sees rising contract values and early AI traffic monetization supporting growth in the high teens to low 20s over the next few years, according to TheFly.

NTAP Stock Hits Fresh Record High After Evercore Upgrade: New Products Aren’t Needed For ‘Upside’, Says Analyst

Evercore raised its price target to $300 from $210, implying more than 27% upside from the stock’s record high of over $236.


Dell’s $95B AI Server Backlog Puts 2027 Upside In Focus — TD Cowen Flags Memory Constraints Risk

The firm sees a richer mix of AI central processing unit racks as positive for margins.

MongoDB CEO’s Surprise Exit 'Creates More Questions Than Answers,' Analyst Says Ahead Of Investor Day 

Analysts raised concerns about MongoDB’s outlook, while retail investors are extremely bullish ahead of Investor Day.


MDB Stock Plunges After CEO Leaves For Meta – Analysts Weigh Enterprise Ties Against Ittycheria Return

MongoDB President and CEO Chirantan "CJ" Desai stepped down immediately to become Meta's Chief Enterprise Platform Officer.


Everpure Stock Soars To Record High — Top Street Target Sees 64% Upside On Stronger Growth Outlook

Everpure’s preliminary fiscal 2028 outlook prompted several analysts to raise estimates as the company targets faster growth across AI, hyperscale, and data management markets.

CRM Stock Drops Despite Fresh Price Target Hikes – JPMorgan Believes Investor Day Was 'Incrementally Positive’ For Re-Rating Thesis 

Stifel, Canaccord Genuity and Guggenheim raised their targets to $300, while BMO Capital lifted its target to $285.


First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF

Neutral Sentiment

<ul class="summary-bullets"><li>IBM’s software revenue grew 9% in Q3, infrastructure rose 5%, and consulting increased 2%.</li><li>CEO said IBM’s distributed infrastructure grew 32%, while its Z17 mainframe added over $1 billion in revenue across six quarters.&nbsp;</li><li>IBM shares had plunged over 25% in July after grim preliminary results for Q2.&nbsp;</li></ul><p>International Business Machines Corp. (IBM) stock is heading for its best week since June after the company’s fiscal third-quarter (Q3) 2026 results highlighted strong software growth and infrastructure demand. CEO Arvind Krishna said Q2 weakness “reflected timing rather than underlying demand,” while distributed infrastructure surged 32%, providing optimism about mainframe momentum and enterprise AI spending.&nbsp;</p><p><a href="https://stocktwits.com/symbol/IBM">International Business Machines stock</a> traded over 4% lower overnight, reversing nearly 4% gains in the regular session.</p><h2 class="st-heading-2">Software Leads IBM’s Business Growth</h2><p>IBM’s software division grew 9% in Q3, while infrastructure revenue rose 5%. Consulting also showed a modest improvement of 2%, Krishna said during the company’s Q3&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibm-stock-rises-after-hours-tops-q3-revenue-estimates-on-software-strength-and-recovery-in-delayed-contracts/cZxMiSpRBwb">earnings</a> call.&nbsp;</p><p>“Transaction processing grew 10%, underscoring the strategic importance of the mainframe and validating our view that the softness we saw in the second quarter reflected timing rather than underlying demand.”&nbsp;</p><h2 class="st-heading-2">IBM’s Mainframe Momentum Continues</h2><p>IBM’s distributed infrastructure business grew 32% in Q3, boosting overall infrastructure revenue. Its latest Z17 mainframe platform also performed well.&nbsp;</p><p>“Z17 continued the strongest innovation cycle in the platform's history, generating more than $1 billion of incremental revenue over 6 quarters compared with prior programs. This reflects the security, reliability, scalability and compelling economics of the platform. As infrastructure costs rise, IBM Z delivers a 2 to 15x total cost of ownership advantage versus off-platform alternatives.”&nbsp;</p><p>Krishna contended that businesses need good data, secure systems and flexible cloud services to make AI useful. He vouched for IBM real-time data tools offering AI-powered software development, task automation, cost control, and cloud computing to help companies use AI across their operations.&nbsp;</p><h2 class="st-heading-2">IBM’s July Rout Driven By AI Hardware Demand&nbsp;</h2><p>On July 14, IBM shares fell more than 25% in a day, marking their biggest single-day drop in over 50 years. The sell-off followed a surprise update ahead of its Q2 earnings, in which Krishna said results were “worse than our expectations.” IBM reported preliminary revenue of $17.2 billion and adjusted earnings of $2.93 per share, missing Street estimates. The disappointing update raised concerns across the enterprise technology sector.&nbsp;</p><p>The rout came as companies unexpectedly shifted IT spending away from IBM’s software and consulting services toward hardware, memory chips, and servers because of AI-driven supply shortages. As a result, IBM’s Infrastructure division revenue fell 7% in Q2. Krishna admitted that the company did not respond quickly enough to rising chip costs and changing customer demand.&nbsp;</p><p>The stock has recovered and is up 16% since the sharp decline.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261021_104422311_38c9375e06.png" alt="koyfin_20261021_104422311.png" width="2400" height="1240"></figure><h2 class="st-heading-2">IBM Stock: Retail Stance&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’. Message volume surged 1,600% over the past week, with watchers up 0.1%.&nbsp;</p><p>A user&nbsp;<a href="https://stocktwits.com/DizPlinTrading/message/667075019">said</a>, “Bought at $240 just now. $255 tomorrow would be reasonable, based off their ER.”</p><p>Another user&nbsp;<a href="https://stocktwits.com/MrStockxy/message/667076191">said</a>, “Buy Buy Buy - Everything is positive - so I am sure tomorrow we will go up 10X.”</p><p>IBM stock has declined 15% year-to-date.</p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mat-stock-closes-flat-as-southeastern-reportedly-prepares-proxy-fight-to-force-sale-of-the-barbie-maker/cZxMhopRBwG">MAT Stock Closes Flat As Southeastern Reportedly Prepares Proxy Fight To Force Sale Of The Barbie Maker</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A logo of International Business Machines (IBM) kiosk at the Semicon India Expo 2026 in New Delhi, India, on September 19, 2026.

International Business Machines Corp. (IBM) stock is heading for its best week since June after the company’s fiscal third-quarter (Q3) 2026 results highlighted strong software growth and infrastructure demand. CEO Arvind Krishna said Q2 weakness “reflect

IBM Stock Heads For Best Week Since June: CEO Says ‘Q2 Softness Was Timing Rather Than Demand’ After Q3 Beat, Sees Infrastructure Momentum

International Business Machines Corp.

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Hold rates steady

Cut 25 bps

Hike 25 bps

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.

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