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QQQ is drawing attention amid a sharp tech-led selloff, as Amazons heavy AI infrastructure spending and Intels weak outlook intensify concerns about AI investment returns and pressure Nasdaq stocks. Traders are split between viewing the drop as the start of a broader AI-bubble correction and seeing it as a buying opportunity.

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 weaker-than-expected fourth-quarter outlook after its quarterly report, alongside softer PC demand and supply constraints, is driving the sharp selloff despite stronger-than-expected results for the reported quarter. Traders are split between calling the drop an overreaction and buying the dip, and viewing the guidance and manufacturing issues as signs of deeper business weakness.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results and outlook disappointed investors, while heavy AI infrastructure spending and negative free cash flow amplified concerns about whether those investments will pay off. Traders are split between viewing the selloff as an overreaction to strong AWS growth and seeing the spending and softer retail outlook as reasons for caution.

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 is caught in a broader tech and AI-stock selloff following Intels weak outlook and concerns that heavy hyperscaler spending may not generate adequate returns. Traders debate whether AI infrastructure demand remains strong enough to support chipmakers or whether elevated spending and financing risks signal an AI bubble; others point to continued cloud growth as a counterargument.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

A suspected Binance security breach and Bitcoins selloff dominate discussion around MSTR, with traders debating whether crypto-market fears will weigh further on the Bitcoin-heavy company or create a buying opportunity. The reaction is compounded by Strategys revenue miss and CFO transition, while some investors note that reported earnings were largely driven by gains on Bitcoin holdings.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is drawing attention amid a broader crypto selloff, with traders citing risk-off sentiment and reports or rumors of a Binance security breach. The community is also debating why Ripples Swell announcements, bank approval, and partnerships have not lifted XRP, with skeptics arguing the developments favor Ripple and RLUSD while others are buying the dip.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisks strong quarterly results, higher outlook and announced forward stock split are being overshadowed by a sharp selloff. Traders debate whether the drop reflects profit-taking and high expectations or broader weakness across tech and AI-related stocks.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is under pressure amid a broader crypto selloff, with traders discussing claims of a major Binance hack alongside leveraged long liquidations. The community is split between fears of further downside and dip-buying, while some argue the exchange incident has not put customer funds at risk.

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

AMD is caught in a broader semiconductor selloff, with traders citing concerns about AI infrastructure spending after Microsoft and Alphabets capital spending fell short of expectations, as well as pressure following Intels results. The community is divided on whether Intels struggles could benefit AMD through market-share gains or whether cooling AI-spending concerns will weigh on the stock ahead of AMDs earnings.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples relative strength amid weakness in other mega-cap and AI stocks is being framed by traders as a safe-haven or anti-AI rotation. Ahead of its earnings report, bulls point to Apples lower AI spending and defensive appeal, while bears question its valuation and warn that expectations leave room for a negative reaction.

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Takeda Pharmaceutical Co Q2 2026 Earnings Call Transcript

Takeda Pharmaceutical Co (NYSE:TAK) reported second-quarter financial results on Thursday. The transcript from the company's second-quarter earnings call has been provided below.This transcript is brought to you byread more...

Takeda Announces FY2026 First-Half Results Highlighting Launch Momentum and Pipeline Milestones

Takeda (TOKYO:4502/NYSE:TAK) announced financial results for the first half of fiscal year 2026 (April 1, 2026, to Sept. 30, 2026). The period included the approval of ORZEYFUL (oveporexton) in the U.S., Japan and China, the U.S. launch of MIMRYLO (rusfertide), progress in the regulatory review of...

Takeda Announces Arcotatug Tavatecan (TAK-921) Demonstrated Statistically Significant and Clinically Meaningful Improvements in Overall Survival and Progression-Free Survival in Phase 3 Advanced Gastric Cancer Study

Takeda (TSE:4502/NYSE:TAK) announced positive results from the Phase 3 G-HOPE-001 study (NCT06238843) of arcotatug tavatecan (TAK-921; Innovent R&D code: IBI343) in patients with Claudin (CLDN)18.2-positive, previously treated, advanced gastric or gastroesophageal junction adenocarcinoma (G/GEJA...

Healthcare Stocks Ignite: Oncology Pushes, Breakout Battles, and Next Big Growth Catalysts

Healthcare stocks are heating up, and investors have a fresh lineup of catalysts to watch. Pfizer (NYSE:PFE) is pushing its oncology story back into the spotlight, while NeOnc Technologies Holdings (NASDAQ:NTHI) is emerging as a high-volatility biotech to watch as brain-cancer milestones, Abu Dhabi expansion and a battle around key technical levels converge. Avantor (NYSE:AVTR) faces a crucial earnings test that could determine whether its recovery has more room to run, while Eli Lilly and Co (NYSE:LLY) is building on its blockbuster drug franchise with encouraging new pediatric clinical data. Takeda Pharmaceutical (NYSE:TAK) brings global pipeline potential and diversified drug-market exposure to the mix, while MoonLake Immunotherapeutics (NASDAQ:MLTX) is drawing trader attention with active trading putting its next potential catalyst under the microscope.

First and Only Ulcerative Colitis Treat-to-Target Trial Shows Treating to Disease Clearance vs. Symptomatic Remission with ENTYVIO (vedolizumab) Prolongs Time to First Disease-Related Complication

Takeda (TSE:4502/NYSE:TAK) announced new data from VERDICT (NCT04259138), showing that treating adults with intravenous ENTYVIO (vedolizumab) to achieve corticosteroid-free (CSF) disease clearance versus CSF symptomatic remission alone, resulted in a significantly longer time to first ulcerative...

Takedas ORZEYFUL (oveporexton) Launches Simultaneously in Japan and China Giving Physicians First Access to Prescribe Novel Orexin Agonist to Patients with Narcolepsy Type 1

Takeda (TSE:4502/NYSE:TAK) announced today that ORZEYFUL (oveporexton) is now available in Japan and China for the treatment of narcolepsy type 1 (NT1), providing first access to clinicians to prescribe treatment with the new class of medicine. ORZEYFUL is a first-in-class orexin receptor 2 (OX2R...

Takeda Presents Phase 2/3 IgGNITE Study Results of Investigational Subcutaneous TAK-881 in Primary Immunodeficiency Disease (PID) at ESID 2026

Takeda (TSE:4502/NYSE:TAK) announced detailed results from the pivotal Phase 2/3 IgGNITE clinical trial (TAK-881-3001) evaluating investigational TAK-881 [Immune Globulin Subcutaneous (Human), 20% Solution (SCIG 20%) and Recombinant Human Hyaluronidase], which, if approved, has the potential to...

Takeda's Zasocitinib Shows Superior Skin Clearance In Phase 3 Psoriasis Trial

(RTTNews) - Takeda Pharmaceutical Company Ltd. (TAK,4502.T) announced new data from three Phase 3 LATITUDE psoriasis studies of zasocitinib (TAK-279) in adults with moderate-to-severe plaque psoriasis...

Zasocitinib Delivered Superior Efficacy Versus Deucravacitinib in New Phase 3 Head-to-Head Results, Reinforcing Potential to Deliver Rapid and Durable Skin Clearance in a Convenient Once-Daily Pill

Takeda (TSE:4502/NYSE:TAK) announced new data from three Phase 3 LATITUDE psoriasis studies of zasocitinib (TAK-279), an investigational, next-generation, highly selective and potent oral tyrosine kinase 2 (TYK2) inhibitor, in adults with moderate-to-severe plaque psoriasis.1 Presented during...

KROS Begins Dosing in Phase II Study With Rinvatercept in DMD

Keros Therapeutics begins dosing in a phase II study of rinvatercept in DMD patients, with initial data expected in the first half of 2027.

$TAK Q2 &#39;27 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.49 up 13.95% YoY
• Reported revenue of $7.78B up 3.42% YoY
• Takeda&#39;s FY2026 full-year forecast is revenue JPY4.7T, reported operating profit JPY453B, net profit attributable to owners JPY209B, and Core Operating Profit JPY1.19T.

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Takeda Pharmaceutical Co Ltd (ADR)

 Q2 '27 Earnings Results & Recap

• Reported GAAP EPS of $0.49 up 13.95% YoY
• Reported revenue of $7.78B up 3.42% YoY
• Takeda's FY2026 full-year forecast is revenue JPY4.7T, reported operating profit JPY453B, net profit attributable to owners JPY209B, and Core Operating Profit JPY1.19T.

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Takeda Pharmaceutical Co., Ltd. engages in the research and development, manufacture, import and export sale, and marketing of pharmaceutical drugs. It operates through the following business divisions: Gastrointestinal Diseases, Rare Diseases, Plasma-Derived Therapies, Oncology, Vaccines, and Neuroscience The company was founded by Takeda Chobei on June 12, 1781 and is headquartered in Osaka, Japan.

Takeda Pharmaceutical Co - ADR

NVAX Stock Climbs As Partnership Model Keeps COVID Vaccine Cash Flow Open  

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<ul class="summary-bullets"><li>Nuvaxovid is a protein-based, non-mRNA vaccine stored at standard fridge temperatures.</li><li>The approvals allow Novavax to continue collecting royalties on partner sales in those markets.</li><li>Sanofi commercializes Nuvaxovid in most major markets, while Takeda sells the shot in Japan.&nbsp;</li></ul><p>Shares of Novavax (NVAX) closed up 2% on Friday after the company said its partners had approvals for an updated COVID shot in the U.S., EU, and Japan, preserving licensing revenue for the company.&nbsp;</p><p>The move followed a two-day fade and a larger bounce earlier in the week.</p><h2 class="st-heading-2">What Novavax Said</h2><p>Novavax said Sanofi and Takeda received clearances for an updated Nuvaxovid formulation for the 2026–2027 COVID season. Those nods let Novavax keep collecting royalties on partner sales in those markets. Nuvaxovid is a protein-based, non-mRNA vaccine stored at standard fridge temperatures. CEO John C. Jacobs said the partners are “well-positioned for this commercial season” and that the partnership model lets Novavax earn royalties “without carrying commercial infrastructure of our own.”</p><p>Sanofi commercializes Nuvaxovid in most major markets, including an expanded U.S. campaign and 2026 launches in markets such as Germany and Canada. Novavax is due royalties in the high teens to low twenties percent of Sanofi’s global net sales.&nbsp;</p><p>Takeda sells the shot in Japan, where it was the second-most used COVID vaccine last season. Under the May 2025 Takeda partnership terms, Novavax gets seasonal approval milestones plus royalties.&nbsp;</p><h2 class="st-heading-2">Novavax’s Business Model</h2><p>In the second quarter, Novavax’s total revenue was $57 million, down 76% from $239 million a year earlier, when big Sanofi and Takeda milestones hit. Sanofi-related licensing and royalties still accounted for $36 million in the quarter.&nbsp;</p><p>Novavax is separately entitled to $125 million from Sanofi if a late-stage trial of a COVID-flu combo vaccine starts, and $75 million when the manufacturing transfer finishes, expected mid-2027.&nbsp;</p><h2 class="st-heading-2">How Did NVAX Retail Traders React?</h2><p>On Stocktwits, retail sentiment around NVAX stock remained ‘bullish,’ while message volume was at ‘normal’ levels.&nbsp;</p><p>Two Stocktwits users disputed the company's licensing strategy. One opined that the company has a “top-class” product but is a terrible salesperson, so the strategy makes sense. The other opined that the strategy leaves the company dependent on others.&nbsp;</p><p><stembedurl>https://stocktwits.com/xxtpat/message/663156188</stembedurl></p><p><a href="https://stocktwits.com/symbol/NVAX">NVAX stock</a> has gained 38% year-to-date.&nbsp;</p><p>Also See: <a href="https://stocktwits.com/news-articles/markets/equity/ions-azn-stocks-fall-on-full-data-from-failed-cardiomyopathy-trial-jefferies-sees-neutral-to-negative-readthrough-to-alny/cZYAZyuRJA6">IONS, AZN Stocks Fall On Full Data From Failed Cardiomyopathy Trial — Jefferies Sees Neutral To Negative Readthrough To ALNY</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, a medical syringe is displayed on a screen, and the logo of Novavax in the background. (Photo Illustration by Nikos Pekiaridis/SOPA Images/LightRocket via Getty Images)

Novavax said Sanofi and Takeda received clearances for an updated Nuvaxovid formulation for the 2026-2027 COVID season.

NVAX Stock Climbs As Partnership Model Keeps COVID Vaccine Cash Flow Open

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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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