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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs quarterly earnings report is the dominant focus, with traders watching guidance, subscriber engagement and advertising growth amid concerns about slowing growth, content quality and competition; recent leadership changes and layoffs add to the debate. Bulls see pessimism as overdone, while bears expect further weakness, leaving sentiment sharply divided ahead of the report.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Heavy buying and a sharp rebound have fueled speculation about a potential buyout or imminent company news, but neither has been confirmed. The main catalyst in discussion is the Phase 3 REGAL trials pending final analysis after the last disclosed count of 78 of 80 events; bullish traders read the CEOs optimistic anniversary post as encouraging, while skeptics point to the lack of new trial news and caution that the move may reflect trading activity.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas rally is largely tied to anticipation of the detailed Phase 3 melanoma cancer-vaccine results with Merck at ESMO, after positive topline results sparked a major revaluation. Traders are split between momentum-driven optimism about the broader oncology platform and concerns that expectations and valuation are stretched, with some anticipating a sell-the-news pullback.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

SRPTs sharp rebound above recent technical levels has traders discussing a possible breakout and short covering, though no specific new catalyst is confirmed. Bulls are also anticipating DM1 and FSHD siRNA readouts, while some caution that the move may reflect broader biotech strength or prove temporary.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is under pressure amid broader concerns about neocloud funding, debt, and whether AI infrastructure spending will generate adequate returns; co-CEO Daniel Roberts comments that the data centers were cash-funded and customer prepayments help cover GPU costs are being cited as reassurance. Traders are split between viewing the selloff as an oversold buying opportunity and expecting further downside, with many frustrated that IREN has lagged peers.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GMs shares fell despite a third-quarter earnings beat and a new buyback, as traders focused on the narrowed full-year profit outlook and unchanged midpoint. The reaction is split between dip buyers citing cash generation and repurchases, and bears who see the outlook and softer sales as outweighing those positives.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE Aerospaces quarterly beat and raised 2026 outlook are being overshadowed by a sharp selloff. Traders debate whether it is a sell-the-news reaction after expectations ran high or a response to rising costs, weaker cash conversion and an insurance loss, while some point to strong orders as evidence demand remains robust.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapports RAP-219 Phase 2 trial in bipolar mania met its primary and secondary endpoints, fueling buying interest and analyst optimism. Traders are debating whether the efficacy signal is strong enough given the modest placebo-adjusted improvement, higher discontinuation rates, and safety questions, contributing to volatile trading.

Myriad Genetics, Inc. is a molecular diagnostics and precision medicine company committed to advancing health and well-being for all. It develops and commercializes molecular tests that help patients and providers uncover genetic insights. The company was founded by Walter A. Gilbert, Mark H. Skolnick, and Peter D. Meldrum in May 1991 and is headquartered in Salt Lake City, UT.

Myriad Genetics, Inc.

Myriad Genetics agreement to sell its prenatal testing business to Labcorp has driven the sharp share move, with traders viewing the cash sale as a balance-sheet and strategic reset. The community is split between bullish momentum and concern that divesting a revenue-generating unit could leave the remaining business smaller and debt pressures unresolved.

ADMA Biologics, Inc. operates as a biopharmaceutical company, which is engaged in manufacturing, marketing, and developing specialty plasma-derived biologics. The firm operates through the following business segments: ADMA BioManufacturing and Plasma Collection Center. The ADMA BioManufacturing segment consists of immune globulin manufacturing and development operations. The Plasma Collection Center consists of source plasma collection facilities. The company was founded by Adam S. Grossman and Jerrold B. Grossman on June 24, 2004 and is headquartered in Ramsey, NJ.

Adma Biologics Inc

ADMA is drawing attention as traders watch for Q3 results to confirm continued growth in high-margin ASCENIV amid weakness in BIVIGAM, with the recent move around its 200-day average adding to the recovery discussion. Bulls point to ASCENIV and share repurchases, while skeptics cite uncertain growth and lingering concerns from the Culper short report and related litigation.

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FSLR Stock Heads For Its Worst Week In Over A Month — Roth Says US Polysilicon Crackdown Could Provide A Tailwind

Equity

Roth said First Solar’s recent selloff comes amid tighter U.S. import rules, but expects reduced stockpiling to support polysilicon and module pricing.

Trump's Polysilicon Tariffs Could Reshape These ETFs

Trump's 15% polysilicon tariff may boost smaller U.S.-focused solar and semiconductor stocks but raise costs for import-dependent firms.

ETFs in Spotlight as First Solar Shares Jump Post Q2 Earnings Beat

First Solar's earnings beat and reaffirmed outlook fuel a sharp stock rally, putting ETFs with major FSLR holdings in focus for diversified exposure.

Wall Street Believes This Solar Stock Could Climb 36% Due To A Potential Tariff Decision Next Month

Wells Fargo raised its price target on the stock to $320 from $255 and maintained an ‘Overweight’ rating, according to The Fly.

5 Environmentally Friendly Energy ETFs Up At Least 35% YTD: Here's Why 

Clean energy ETFs are soaring in 2026 as the Iran war boosts renewable adoption, energy security efforts and global green investments.

Solar ETF (TAN) Hits New 52-Week High

TAN hits a 52-week high, soaring 127% from its lows as rising oil prices and booming clean energy investment fuel momentum in solar energy.

Wind & Solar Overtake Gas Globally: ETFs Poised to Benefit

Wind and solar have just surpassed natural gas in global electricity generation, boosting the long-term outlook for renewable energy ETFs.

ENPH Stock Gains Retail Momentum After Goldman Sachs Reaffirms Bullish Stance

Goldman Sachs upgraded its price target on Enphase Energy to $57 from $51, while maintaining a ‘Buy’ rating on the shares. 

The Zacks Analyst Blog ICLN, QCLN, ACES and TAN

ICLN, QCLN, ACES and TAN gain attention as low-emission power growth outpaces global electricity supply growth.

Green ETFs to Watch as Low-Emission Power Beats Global Electric Supply

 Green ETFs like ICLN surge as renewables matched coal generation in 2025, with solar and nuclear driving global low-emission power growth.

Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Roth called current <a class="mention" data-mention="$FSLR" data-symbol-id="FSLR" href="https://stocktwits.com/symbol/FSLR" target="_blank">FSLR</a> levels a “very attractive entry point” despite concerns over weaker-than-expected solar-module pricing.</li><li>The firm also sees T1 Energy and Toyo as potential beneficiaries.</li><li>New U.S. rules target polysilicon stockpiling, with Roth saying more than 20 importer licenses have already been revoked. &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;</li></ul>First Solar (<a class="mention" data-mention="$FSLR" data-symbol-id="FSLR" href="https://stocktwits.com/symbol/FSLR" target="_blank">FSLR</a>) was on investors’ radar on Friday after Roth Capital said a crackdown on polysilicon stockpiling could tighten supplies and support higher pricing for domestic solar manufacturers.The call comes after <a class="mention" data-mention="$FSLR" data-symbol-id="FSLR" href="https://stocktwits.com/symbol/FSLR" target="_blank">FSLR</a> shares tumbled nearly 11% on Thursday and headed for their biggest weekly loss in six weeks. Roth attributed the selloff to concerns that solar-module pricing may not be as strong as previously expected.However, the brokerage sees the recent weakness as a buying opportunity, calling current levels a “very attractive entry point.”At the time of writing, <a href="https://stocktwits.com/symbol/FSLR">FSLR stock</a> was up 3.5%<h2 class="st-heading-2">Roth Says FLSR Could Benefit From Supply Tailwinds</h2>Earlier this week, the Commerce Department’s Bureau of Industry and Security <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.govinfo.gov/content/pkg/FR-2026-09-24/pdf/2026-19537.pdf">implemented</a> a temporary rule to prevent companies from stockpiling polysilicon and related products before new Section 232 import measures take effect on December 4. The rule allows the government to restrict companies that import significantly more polysilicon than their historical levels, while new importers are subject to weekly limits.The move follows President Donald Trump’s August <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.whitehouse.gov/presidential-actions/2026/08/adjusting-imports-of-polysilicon-and-its-derivatives-into-the-united-states/">proclamation</a> imposing minimum import prices on polysilicon, wafers, solar cells, and modules, as well as a 15% tariff on covered polysilicon derivatives beginning in December.Roth said its channel checks showed imports had increased more than expected and that it learned more than 20 importer licenses had already been revoked. The firm expects stricter enforcement to reduce stockpiling, restrict supply and ultimately support higher U.S. pricing.The firm sees First Solar, T1 Energy (TE) and Toyo (TOYO) as potential beneficiaries.<h2 class="st-heading-2"><a class="mention" data-mention="$FSLR" data-symbol-id="FSLR" href="https://stocktwits.com/symbol/FSLR" target="_blank">FSLR</a>’s Mixed Q2</h2>First Solar reported a mixed second quarter. While revenue fell 4% to $1.06 billion, partly due to customer contract terminations, earnings rose 23% to $3.92 per share.The company also maintained its full-year outlook, forecasting $4.9 billion to $5.2 billion in sales and adjusted earnings before interest, tax, depreciation and amortization (EBITDA) of $2.6 billion to $2.8 billion. The company ended June with a contracted backlog of 45.1 GW extending through 2030.<h2 class="st-heading-2">Retail Says <a class="mention" data-mention="$FSLR" data-symbol-id="FSLR" href="https://stocktwits.com/symbol/FSLR" target="_blank">FSLR</a> Is ‘Severely Undervalued’</h2>Retail sentiment surrounding <a class="mention" data-mention="$FSLR" data-symbol-id="FSLR" href="https://stocktwits.com/symbol/FSLR" target="_blank">FSLR</a> turned ‘neutral’ from ‘bearish’ over the past 24 hours.One user said the stock was “way oversold.”<stembedurl>https://stocktwits.com/PrinceLuka/message/665065157</stembedurl>Another user called it “severely undervalued.”<stembedurl>https://stocktwits.com/Turre/message/665086437</stembedurl>The stock is down 20% so far this year.Also read: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-s-optimus-reportedly-hits-production-snags-stone-x-stays-bullish-ahead-of-q3-vehicle-deliveries/cZMOQxNRBOa">Tesla’s Optimus Reportedly Hits Production Snags — StoneX Stays Bullish Ahead Of Q3 Vehicle Deliveries</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Workers are inspecting among large areas of photovoltaic solar panels in the Gobi wasteland.

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Invesco Solar ETF

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SpaceX ($SPCX) reports earnings after the close today. What do you expect?

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SpaceX

) reports earnings after the close today. What do you expect?

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