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Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Encouraging early-stage ESMO results for Lillys investigational ovarian-cancer drug Sofe-M plus bevacizumab are drawing attention, with traders viewing the oncology pipeline as diversification beyond obesity treatments. The findings come from a small study, so their broader significance remains uncertain.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillars upcoming quarterly report is the main focus as shares pull back sharply, with traders debating whether strong backlog and data-center power demand can withstand already-high expectations. Some expect further downside if guidance or orders disappoint, while others view the oversold pullback as a buying opportunity.

BioNTech SE operates as immunotherapy company, which engages therapies for cancer and other serious diseases. Its product pipeline include BNT162b2, BNT161, BNT164, FixVac, iNeST, RiboMabs, CAR-T Cells, TCRs and Next-Gen CP Immunomodulators. The company was founded by Christopher Huber, Oezlem Tuereci, and Ugur Sahin on June 2, 2008 and is headquartered in Mainz, Germany.

BioNTech SE - ADR

Phase 2 results for pumitamig plus docetaxel in advanced lung cancer are drawing attention, with traders weighing the reported response rate and progression-free survival against questions about how durable the benefit will be. The reaction is tempered by broader concerns about BioNTechs earlier clinical setbacks and leadership transition.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

OUST is drawing attention for its sharp, volatile pullback, which traders variously blame on weakness in high-beta growth stocks or see as a buying opportunity. Bulls cite expanding lidar deploymentsincluding planned use of Rev8 sensors in John Deeres autonomous orchard machinesas support for Ousters Physical AI growth story, while skeptics question valuation, adoption and profitability.

Johnson & Johnson is a holding company, which engages in the research, development, manufacture, and sale of products in the healthcare field. It operates through the Innovative Medicine and MedTech segments. The Innovative Medicine segment focuses on immunology, infectious diseases, neuroscience, oncology, cardiovascular and metabolism, and pulmonary hypertension. The MedTech segment includes a portfolio of products used in interventional solutions, orthopaedics, surgery, and vision categories. The company was founded by Robert Wood Johnson I, James Wood Johnson, and Edward Mead Johnson Sr. in 1887 and is headquartered in New Brunswick, NJ.

Johnson & Johnson

Positive prostate-cancer trial results including a reported reduction in recurrence risk and a strong tumor response rateare driving attention to J&Js oncology pipeline. Traders are weighing whether the data can support further gains or is already priced in, with some watching whether shares hold their recent advance.

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 after a steep selloff amid concern that Auvelitys launch for Alzheimers-related agitation and prescription growth may be slower than expected. Traders disagree on whether prescription data undercounts uptake in long-term-care settings and from samples; many are looking to the Q3 report for clarity and criticizing managements silence.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

GLXY is drawing attention ahead of its earnings report as traders debate whether results can halt a sharp selloff tied to weakness in crypto and AI/data-center stocks. Bearish posts fear disappointing results and exposure to CoreWeave, while some investors see the decline as overdone and are positioning for a rebound.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is drawing attention for its weakness and repeated underperformance versus Bitcoin and other crypto-linked stocks amid volatile crypto prices. Traders debate whether the slide is mainly crypto-driven or reflects company-specific concerns, with Q3 results and revenue trends also in focus.

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 shares have drawn attention amid a prolonged pullback despite solid results and AI-networking demand, with traders pointing to Piper Sandlers reduced price target and concerns about peak growth and valuation as possible reasons for weakness. Bulls counter that AI infrastructure demand supports the business and view the decline as a buying opportunity, while many traders remain frustrated by the stocks sluggish, range-bound action.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

KTOS is drawing attention after a prolonged selloff toward 52-week lows, with traders debating analyst downgrades, insider selling, valuation and whether the company can turn its defense-contract pipeline into stronger profits and cash flow. Some see the pullback as overdone given reported contract wins and drone, hypersonics and space demand, while others are cautious ahead of the Q3 report.

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TSLA Eyes Best Week In 2 Months — Analyst Sees Physical Tech’s ‘Berkshire,’ But Bear Credits Court Ruling For Q3 Beat 

Equity

GLJ’s Gordon Johnson said tariff relief added $447 million to gross profit, masking an underlying earnings miss.

ASTS Slips Overnight: Retail Sees Upside In SpaceX’s 80,000-Site Push — FCC Adviser Sees Global Satellite Power Race 

FCC advisory council member Mark Bayliss contrasted SpaceX’s potential carrier model with AST’s strategy of extending existing operators’ networks.

RKLB Stock Edges Up Overnight As SpaceX Passes On 3 Military Missions; Rocket Lab Speeds Up Testing

SpaceX reportedly passed on three military satellite launches, with no rival bids, highlighting the Pentagon’s limited launch options.

TSLA, SPCX Slide Premarket: Musk’s Merger Talk Reportedly Creates ‘Mess’ — Rivian Exec Urges Tesla To ‘Stop Doing These Calls’ 

Morningstar raised Tesla’s fair value estimate to $475 from $450, citing stronger FSD adoption and lower spending assumptions.

SPCX Stock Eyes Best Week In Nearly 3 Months — But Analyst Warns Investors May Have To ‘Wait Decades’ To Justify Its Valuation 

Morningstar forecasts upper-stage reuse by late 2028, but warns excessive investment could undermine returns.

TSLA, SPCX Slip Overnight: Musk Reportedly Pushes Merger Before Trump’s Exit — ARK Sees Tesla Holders ‘5x Better Off’ By 2036 

Balancing the benefits implies a 30% Tesla premium using ARK’s 2031 projections, but a 50% discount using its 2036 projections.

SPCX Stock Jumps Overnight: Musk Teases $1 Trillion Revenue By 2028 — Analyst Sees 95% Tesla Merger Odds In 2 Years 

Cathie Wood's ARK Investment Management analyst Brett Winton said Tesla shareholders looking beyond 2030 should favor a merger even without a premium.

TSLA, SPCX Eye Green Open: Gary Black Predicts $420 SpaceX Buyout Of Tesla — Sees Announcement In ‘Next Few Weeks’ 

Gene Munster also interpreted the Roadster showcase as another sign of Musk’s desire to combine Tesla and SpaceX.

Stocktwits Space Race Weekly: SPCX Weathers Selloff Better Than ASTS, RKLB And FLY — RDW Fares Best 

SpaceX faced Ukraine-related satellite-service scrutiny as Barclays’ merger speculation and the flying Roadster revealed renewed attention on its Tesla ties.

TSLA Stock Gets Some Thrust From ‘Flying’ Roadster Reveal — Munster Calls It ‘Engineering Flex’ With A Tesla-SpaceX Clue  

Tesla outlined Performance, Thrust and flight-capable Rocket versions, showcasing a 0-60 mph time of 0.81 seconds.

Investment Managers Series Trust II - Tradr 2X Long SpaceX Daily ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Canaccord raised its target to $442, retaining 'Buy', and sees Tesla becoming the Berkshire Hathaway of physical tech.</li><li>Tesla reported over 1.7 million paid FSD customers, while New Street estimated annual recurring FSD revenue approaching $1 billion.</li><li>JPMorgan, Morgan Stanley and Mizuho raised targets, while SpaceX takeover potential prompted BNP Paribas to upgrade Tesla to 'Neutral'.</li></ul>Shares of Tesla, Inc. (TSLA) are on track for their best week in two months as Canaccord saw the makings of a Berkshire Hathaway of physical tech, while GLJ Research argued that tariff relief drove its third-quarter (Q3) earnings beat.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> fell 3% to $374.58 on Thursday but is still up 6% for the week, heading toward its strongest weekly gain since late August.&nbsp;Tesla reported adjusted earnings of $0.48 a share versus a $0.45 consensus, with revenue of $28.05 billion versus an expected $28.25 billion.&nbsp;<h2 class="st-heading-2">Canaccord Bets On Physical AI</h2>Canaccord raised its target to $442 from $410 and retained 'Buy', implying 17.8% upside. The firm sees Tesla potentially becoming the “Berkshire Hathaway of tomorrow’s physical technology,” using AI and connectivity to transform businesses on Earth and beyond.That vision spans autonomous transport, robotics, energy and semiconductor manufacturing. On the earnings call, CFO Vaibhav Taneja said: “I'd like to stress that what we are trying to do is literally take over every part of terrestrial transportation.”&nbsp; Tesla now has more than 1.7 million paid Full Self-Driving customers globally, half through subscriptions, Taneja said.New Street Research analyst Pierre Ferragu highlighted the recurring-revenue opportunity: “But then, of course, FSD generates more than $1,000 a year, so it makes a minimal impact on numbers in the quarter the car is sold. But over the lifetime of the car, it probably at least doubles the profit per car.” Ferragu estimated FSD was approaching $1 billion in annual recurring revenue. “Yeah, I think the numbers which you shared are correct,” Taneja replied.<h2 class="st-heading-2">GLJ Says Tariff Relief Masked An Earnings Miss</h2>On the other hand, GLJ Research’s Gordon Johnson focused on the quarter’s tariff benefit. “$TSLA’s Q3 beat came from a court ruling, not operations,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/GordonJohnson19/status/2113292784597639536">said on X</a>, pointing to Note 11 of Tesla’s quarterly filing.Tesla’s filing shows the Supreme Court tariff ruling unlocked $786 million in cost reductions, including 526 million in energy and $260 million in automotive, offset by a $339 million revenue reduction for customer refunds.Johnson put the net gross-profit boost at $447 million, or 62% of operating income. Without it, he calculated gross margin at 17.8%, down from 19.6%, and operating margin at 1%, versus 2.6% reported and 1.4% in the previous quarter.His recalculations turned earnings beats into misses: “GAAP EPS: $0.22 → $0.12 vs $0.20 est.” and “Non-GAAP EPS: $0.48 → $0.38 vs $0.44 est.” He used a $0.44 adjusted consensus, versus the $0.45 figure.&nbsp;Johnson estimated energy gross margin at about 23.8% excluding refunds, versus 33.1% reported, with the adjusted figure still benefiting from a vendor warranty adjustment. He put automotive margin excluding credits at 16.8%, versus 18.1% reported, and cited 39% operating-expense growth. “$TSLA's gross profit is not keeping pace with spending,” he said.Taneja also acknowledged on the call that tariff refunds and warranty adjustments primarily drove the sequential energy-margin improvement.<h2 class="st-heading-2">Analysts Lift Targets, Flag Spending Risks</h2>JPMorgan raised its target to $430 from $415, retaining 'Neutral' and implying 15% upside. It welcomed stronger margins and autonomy progress but flagged spending, with SpaceX speculation supporting shares. Morgan Stanley lifted its target to $410 from $400, keeping 'Equal Weight' and implying 9.2% upside, on Robotaxi, FSD and improving fundamentals.Mizuho raised its target to $460 from $450, retaining 'Outperform' and implying 23% upside. Cantor Fitzgerald maintained 'Overweight' and $485, implying 29% upside, citing autonomy and robotics opportunities despite uncertain commercialization timelines.SpaceX takeover potential drove BNP Paribas’s upgrade to 'Neutral' from 'Underperform' and target increase to $420 from $266, implying 11.9% upside, despite AI execution and cash-burn concerns.Morningstar maintained a $475 standalone fair value estimate, implying 26.6% upside, and saw merger synergies across energy, AI and connectivity. “We think valuation (specifically, the merger ratio for each company) is likely a sticking point in negotiations,” it said.<h2 class="st-heading-2">How Do Retail Traders Feel About TSLA?</h2>On Stocktwits, retail sentiment for TSLA flipped to ‘bearish’ from ‘bullish’ levels a day ago amid ‘high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/tsla_ss_d7a8d3485f.png" alt="tsla ss.png" width="638" height="335"><figcaption>TSLA sentiment and message volume as of October 23 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/BuffMan101/message/667194070">said</a>, “$TSLA is an super expensive stock why would $SPCX want to merge and dilute shareholders? Why would Musk want to??? I think the obvious reason is clear…Musk is the best financial engineer/manipulator in the history of mankind!”<stembedurl>https://stocktwits.com/BuffMan101/message/667194070</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/j_bauer5/message/667161952">said</a>, “$TSLA for this to be bullish needs to push past 378.5 and retest to the upside”<stembedurl>https://stocktwits.com/j_bauer5/message/667161952</stembedurl>So far this year, Tesla's stock has lagged its "Magnificent Seven" peers, making it the group's worst performer, down about 17%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-retail-upside-spacex-site-push-fcc-adviser-global-satellite-power-race/cZxy5NTRBDx">ASTS Slips Overnight: Retail Sees Upside In SpaceX’s 80,000-Site Push — FCC Adviser Sees Global Satellite Power Race&nbsp;</a>

In this photo illustration, the stock market information of Tesla Inc displayed on a smartphone while the logo of Tesla Inc seen in the background. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)

TSLA Eyes Best Week In 2 Months — Analyst Sees Physical Tech’s ‘Berkshire,’ But Bear Credits Court Ruling For Q3 Beat

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Direxion Daily TSLA Bull 2X Shares

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