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SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Disappointing results and outlooks from major tech companies, alongside concerns that heavy AI infrastructure spending may not deliver sufficient returns, have fueled a broad risk-off mood and pressure on the S&P 500. Traders are divided between calling it the start of a deeper AI-led correction and viewing the selloff as a buying opportunity.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure after Amazons heavy AI infrastructure spending and Intels weak outlook intensified concerns about tech-sector earnings and whether AI investment will generate adequate returns. Traders are debating whether the selloff signals a broader AI-trade unwind or a buying opportunity, with panic over further losses competing with calls to buy the dip.

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 fourth-quarter outlook, citing soft PC demand and supply constraints, drove a sharp selloff despite stronger-than-expected quarterly results. Traders are split between viewing the drop as an overreaction and buying the dip, and seeing the guidance and execution risks as signs of further 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 drew scrutiny as slight revenue and earnings misses, heavy AI infrastructure spending, and weaker cash flow fueled a sharp selloff. Traders are divided: some see spending and uncertain returns as a risk, while others argue strong AWS growth supports the investment and view the drop as an overreaction.

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

Weak Amazon results and Intel guidance have intensified a broader AI and semiconductor selloff, prompting debate over whether hyperscaler spending will generate adequate returns; some traders counter that ongoing cloud growth and investment still support chip demand. The community is also discussing allegations linking a Singapore cloud customer to Chinese intelligence, which Nvidia has rejected as a concern about ordinary business dealings.

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 and raised outlook, alongside its announced 8-for-1 stock split, dominate discussion. Traders are debating the sharp selloff despite the beat: some blame broader tech and AI risk-off sentiment or profit-taking, while bullish voices point to robust data-center demand and question whether the market reaction reflects the companys fundamentals.

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 resilience as investors rotate away from AI-heavy tech into a perceived safe haven is the dominant topic, with many traders describing it as an anti-AI hedge supporting the broader market. Bulls see defensive appeal and limited AI spending as strengths, while bears cite a stretched valuation, upcoming earnings risk, and concerns about new-device demand and quality.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Updated lifileucel lung-cancer trial results drove a sharp selloff: the overall response rate was broadly in line with the prior update, while a small, retrospectively identified biomarker subgroup showed a much higher response rate. Traders are split between viewing the subgroup as a promising precision-treatment strategy and worrying that it leaves regulatory approval, the addressable market, and the timeline less certain; many also criticized managements presentation of the data.

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.

DJT is drawing attention amid a steep slide to fresh lows, with traders criticizing its business prospects and describing the stock as a speculative vehicle tied to Trump. Discussion also centers on the approaching midterms: many expect political risk to weigh on the shares, while some bulls argue a Republican showing could support a rebound.

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

Strategys Q3 results prompted debate over Bitcoin-driven earnings gains versus softer revenue, while traders also focused on the CFO transition. Much of the bearish reaction centers on the suspected Binance hack and Bitcoin selloff, though some traders view the decline as a buying opportunity.

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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

Novavax Inc

Sanofi-Aventis

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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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.28	--	--	N/A
Q2 '26	$0.14	$0.38	164.18%	BEAT
Q1 '26	$0.17	$0.22	33.24%	BEAT
Q4 '25	-$0.08	-$0.05	34.78%	BEAT
Q3 '25	$0.14	$0.21	56.22%	BEAT

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