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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending with high anticipation ahead of its earnings report, as the community eagerly discusses whether its AI advancements like Gemini and strong cloud growth can deliver a market-saving beat amidst broader tech sector uncertainty, or if a 'sell the news' reaction is likely after its recent significant run.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending ahead of its upcoming earnings report, as the community debates whether its strong AI momentum with Gemini and Waymo will drive a market rally or if a "sell the news" reaction will trigger a broader tech sector pullback following its significant run.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is heavily discussed ahead of its earnings report, with community sentiment divided between optimists highlighting its vast user base and potential for monetization amidst oversold conditions, and skeptics focusing on its consistent profitability challenges, intense competition, and management issues compounded by growing concerns over social media restrictions for minors.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. 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

Advanced Micro Devices is trending after its strong Q4 earnings were overshadowed by conservative Q1 guidance, particularly concerning AI chip sales to China, triggering a significant sell-off across the semiconductor sector. The community is divided between those buying the dip, seeing an overreaction given long-term AI demand, and others who view the guidance as a necessary reality check on high valuations.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is the subject of intense investor conversation, grappling with concerns over its premium valuation and market reactions to guidance, even as its foundational technology is critical for advancing AI, robotics, and data center compute. The community is deeply split, with many highlighting its expanding "Physical AI" division and strategic position, while others remain skeptical about its near-term execution and market performance.

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.

Qualcomm is actively discussed after its strong financial report, with the community balancing optimism for its AI and automotive growth against concerns regarding guidance and persistent competitive pressures in the semiconductor market.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is trending following mixed earnings, where an EPS beat was overshadowed by slightly missed revenue and lowered guidance, causing a sharp decline in share price. The community is actively debating whether this presents an oversold buying opportunity or reflects ongoing concerns about growth and tariff impacts.

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

Lilly(Eli) & Co

Eli Lilly is surging due to strong earnings and an elevated 2026 outlook, fueled by robust demand for its Mounjaro and Zepbound drugs, solidifying its competitive leadership in the rapidly expanding GLP-1 market. The community is actively discussing its sustained growth trajectory and strategic initiatives, including a major AI partnership.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending after announcing the acquisition of two new strategic sites that more than double its digital and power capacity to 2.8 GW, significantly advancing its pivot into AI and high-performance computing. This transformative news is fueling community discussion about a potential short squeeze and a major re-valuation of the stock, with many expecting further decoupling from Bitcoin's performance.

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

The Schwab US Dividend Equity ETF ($SCHD) is trending due to its strong recent performance and resilience on broader market red days, leading to community discussions about a rotation from high-beta growth stocks into value and dividend plays as investors seek defensive positions. Long-term holders are celebrating its "money printing" nature and perceived "AI hedge" capabilities, though some still debate its sustainability after prior periods of underperformance.

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<ul class="summary-bullets"><li>With a broad, strategic suite of programs, Goldman Sachs views BioNTech as “being at the nexus of significant developments occurring in the oncology field.”</li><li>BioNTech is now looking to strengthen its oncology portfolio as it pivots away from its Covid-19 vaccine Comirnaty developed with Pfizer.&nbsp;</li><li>BioNTech’s oncology pipeline comprises late-stage candidates spanning immunomodulators, antibody drug conjugates, and mRNA cancer immunotherapies.</li></ul>Shares of BioNTech SE (BNTX) rose 3% on Friday after Goldman Sachs upgraded the stock to ‘Buy’ from ‘Neutral’.Goldman also raised the price target on the stock to $142, up from $115, according to TheFly. The new price target represents a potential upside of about 34% from the stock’s closing price on Thursday. &nbsp;<h2 class="st-heading-2">Goldman’s Rationale</h2>With a broad, strategic suite of programs, Goldman Sachs views BioNTech as “being at the nexus of significant developments occurring in the oncology field” and uniquely positioned to develop novel combination approaches to transform cancer care.Data unlocks in 2026 could position the company with “a leading foothold in an emerging wave of new product cycles,” the analyst added.<h2 class="st-heading-2">Pipeline</h2>BioNTech is now looking to strengthen its oncology portfolio as it pivots away from its Covid-19 vaccine Comirnaty developed with Pfizer.BionTech’s oncology pipeline comprises late-stage candidates spanning immunomodulators, antibody drug conjugates, and mRNA cancer immunotherapies. It is also developing several combination approaches.In 2026, the company expects seven late-stage data readouts, and also looks forward to applying to the U.S. Food and Drug Administration (FDA) for approval of its drug T-Pam in endometrial cancer. BioNTech hopes to become a multi-product oncology company by 2030.The company, however, does not currently anticipate the recognition of revenues from the sale of any oncology products in 2026.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around BNTX stock stayed within the ‘bullish’ territory over the past 24 hours, while message volume remained at ‘high’ levels.A Stocktwits user, however, highlighted concerns with the company’s recent acquisition of CureVac. BioNTech closed the acquisition of CureVac in December after<a href="https://stocktwits.com/news-articles/markets/equity/biontech-to-acquire-curevac-in-all-stock-deal-valued-at-1.25-billion/chlXz8nRb6u"> announcing </a>the all-stock deal in June to support its oncology strategy.<stembedurl>https://www.stocktwits.com/taxplanr/message/642106083</stembedurl><a href="https://stocktwits.com/symbol/BNTX">BNTX stock</a> has fallen 3% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/genmab-reports-mixed-results-from-late-stage-trial-of-lymphoma-drug/cmUmGfeR4Bt">Genmab Stock Drops On Mixed Results From Late-Stage Trial Of Lymphoma Drug</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the BioNTech logo is displayed on a smartphone screen. (Photo illustration by Cheng Xin/Getty Images)

BNTX Shares Rise On Goldman Sachs Upgrade, Optimism For Cancer Portfolio

Goldman raised the price target on BioNTech SE to $142, up from $115.

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BioNTech SE (BNTX) announced on Friday that a late-stage trial, conducted by its partner Duality Biologics in China, has met its primary endpoint of progression-free survival at a pre-specified interim analysis. The trial is evaluating Trastuzumab Pamirtecan versus Trastuzumab Emtansine in patients with certain types of breast cancer.Shares of the company traded 10% higher in the pre-market session on Friday. The <a target="_blank" rel="noopener noreferrer nofollow" href="https://investors.biontech.de/news-releases/news-release-details/biontech-and-dualitybio-announce-phase-3-trial-adc-candidate">trial</a> enrolled 228 patients with HER2-positive unresectable or metastatic breast cancer, an aggressive form of the disease that has spread and cannot be surgically removed, who previously received Trastuzumab and a taxane-based chemotherapy.On Stocktwits, retail sentiment around BNTX stock jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘high’ levels.<figure class="image"><img style="aspect-ratio:577/60;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_05_at_8_57_36_AM_png_5a9988a80e.webp" alt="BNTX's Sentiment Meter and Message Volume as of 8:57 a.m. ET on Sept. 5, 2025 | Source: Stocktwits" width="577" height="60"><figcaption>BNTX's Sentiment Meter and Message Volume as of 8:57 a.m. ET on Sept. 5, 2025 | Source: Stocktwits</figcaption></figure> DualityBio now plans to discuss the next steps with the Center for Drug Evaluation (CDE) of the National Medical Products Administration (NMPA) of China regarding the submission of an application for Trastuzumab Pamirtecan approval.DualityBio Global Medical Officer Hua Mu noted that breast cancer has a high incidence rate in China, with over 350,000 new cases annually.“Together with our partner BioNTech, we plan the development of Trastuzumab Pamirtecan in further tumor types towards BLA application in other regions including the United States and the European Union to maximize its potential for patients around the world,” Mu said.BioNTech also noted that this is the first positive late-stage data readout achieved in the collaboration between the two companies initiated in April 2023. The collaboration aims to accelerate the development of differentiated antibody drug-conjugate therapeutics for solid tumors.BioNTech holds global commercial rights for Trastuzumab Pamirtecan, while DualityBio has commercial rights for Mainland China, Hong Kong Special Administrative Region, and Macau Special Administrative Region.BNTX stock is down by 9% this year but up by about 15% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-proposes-whopping-1-trillion-pay-package-for-ceo-elon-musk/chwIJkaRdpr">Tesla Proposes Whopping $1 Trillion Pay Package For CEO Elon Musk</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Did BioNTech Stock Surge 10% Pre-Market Today?

DualityBio now plans to discuss the next steps with the Center for Drug Evaluation (CDE) of the National Medical Products Administration (NMPA) of China regarding the submission of an application for Trastuzumab Pamirtecan approval.

U.S.-listed shares of Ascendis Pharma climbed more than 7% in Thursday’s premarket session, setting the stage for their best open since early January.Late on Wednesday, the company reported better-than-expected fourth-quarter results and announced a share repurchase program.The Danish biopharma company posted Q4 revenue of €173.92 million ($180.6 million), up from €137.7 million a year ago, while its loss per share narrowed to €0.64 from €1.53.&nbsp;CEO Jan Mikkelsen said the company is “positioned to continue strong revenue growth in 2025 and beyond,” citing Yorvipath’s early U.S. momentum and SkyTROFA’s leadership in the domestic growth hormone market.&nbsp;Ascendis also confirmed plans to submit regulatory filings for TransCon CNP as a treatment for children with achondroplasia.The board also authorized up to $18.25 million for repurchases of its American depository receipt shares.&nbsp;On Stocktwits, message volume for Ascendis spiked, with several posts indicating optimism over the guidance and Yorvipath’s growth.<stembedurl>https://stocktwits.com/Pika_Capital/message/604018998</stembedurl><stembedurl>https://stocktwits.com/CrispDry/message/603879227</stembedurl>BofA Securities on Thursday lowered its price target on Ascendis shares to $192 from $203 while maintaining a ‘Buy’ rating.&nbsp;The firm adjusted its 2025 Yorvipath sales forecast downward, expecting a more backloaded ramp, but reiterated Ascendis as a “top pick for 2025” with projected peak sales of €2.9 billion.Yorvipath recently became the only approved U.S. treatment for hypoparathyroidism after Takeda discontinued Natpara production due to supply issues.Despite the day’s gains, Ascendis shares remain down over 10% in the past year and trade about 54% below the average analyst target of $193.49, according to Koyfin data.&nbsp;&nbsp;The company’s stock has a short interest of 5.4%.(1 Euro=$1.04)For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ascendis Pharma Eyes Best Open In A Month After Q4 Print, But BofA Cuts Price Target: Retail Gets Buzzing

The brokerage adjusted its 2025 Yorvipath sales forecast downward, expecting a more backloaded ramp.

T. Rowe Price ExchangeTraded Funds Inc - T. Rowe Price Capital Appreciation Equity ETF

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