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CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

DaVitas warning that Medicare reimbursement for CorMedixs lead product, DefenCath, could fall sharply in 2027 has fueled a steep selloff and concern about future pricing and revenue. Traders dispute how definitive DaVitas preliminary outlook is, pointing to CMSs published rate estimates and arguing that greater use could offset lower reimbursement.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is drawing attention ahead of its upcoming earnings, with traders debating whether growth will support the stock after a volatile pullback. Bullish traders expect a strong report, while others cite valuation and unverified concerns about security issues in third-party apps as reasons for caution.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visas fiscal Q4 results are driving discussion: a modest earnings beat and resilient payment activity are tempered by a slower-growth outlook, prompting a sell-the-news reaction. Bulls point to durable consumer spending and cross-border activity, while skeptics argue the results and guidance fall short of expectations.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

Inovios FDA approval of a competing RRP treatment has put pressure on Precigens PAPZIMEOS, prompting debate over how much competition could affect its sales. Traders are split: some see the rival as a serious threat, while others emphasize Precigens full approval and commercial head start, alongside questions about Inovios accelerated-approval requirements and ability to launch.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

A sharp Nasdaq and tech-sector selloff has driven attention to TQQQ, with traders citing worries about AI spending and earnings alongside inflation, interest-rate, and geopolitical risks. The community is split between buying the steep dip for a possible rebound and warning that further losses may follow.

Hyperliquid Strategies, Inc. is a holding and operating company, which engages in the business of crypto asset management. The firm operates as a digital asset treasury company which focuses on the Hyperliquid ecosystem. The company was founded on July 2, 2025 and is headquartered in New York, NY.

Hyperliquid Strategies Inc.

PURR is drawing attention as a listed treasury proxy for Hyperliquids HYPE token, with traders linking its swings to HYPEs rally and the broader ecosystems growth. Bulls see room for a catch-up move or short squeeze, while bears point to share issuance and dilution as reasons PURR has lagged the token.

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

Eli Lillys strong quarterly results and raised revenue outlook, driven by demand for Mounjaro and Zepbound, are fueling a rally to record highs. Bulls point to continued growth in its obesity-drug franchise, while skeptics highlight the trimmed profit outlook, rich valuation, and weaker-than-expected Foundayo sales.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TGTX has climbed to a 52-week high as traders anticipate its Q3 results and continued BRIUMVI growth; some attribute the move to earnings expectations, while others speculate about a buyout or short covering. No acquisition has been confirmed, and the earnings date remains unconfirmed.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Better-than-expected quarterly results, led by strong parks performance and improving streaming profitability, have renewed optimism about Disneys turnaround under new leadership. Traders are debating whether those business trends can lift the stock after its muted, range-bound performance.

Internet Computer (ICP) is a cryptocurrency launched in 2021. Internet Computer has a current supply of 558,194,898.12638538. The last known price of Internet Computer is 2.5370221 USD and is up 5.18 over the last 24 hours. It is currently trading on 447 active market(s) with $63,762,762.22 traded over the last 24 hours. More information can be found at https://internetcomputer.org/.

Internet Computer

Discussion centers on ICPs sovereign-cloud and AI infrastructure ambitions, including posts about a Pakistan national chat app beta and potential government adoption. Bulls view these as signs of real-world utility, while skeptics point to weak adoption, token-supply concerns and prolonged underperformance.

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Twilio Investigation Notice: Levi & Korsinsky Notifies Investors of Pending Investigation Into Twilio (TWLO)

Twilio Investigation Notice: Levi & Korsinsky Notifies Investors of Pending Investigation Into Twilio (TWLO) Twilio Investigation Notice: Levi & Korsinsky Notifies Investors of Pending Investigation Into Twilio (TWLO)PR NewswireNEW YORK, Oct. 30, 2026 Twilio's CFO told analysts "we're not seeing a...

Twilio CEO Khozema Shipchandler: The need for AI agent infrastructure will provide tailwinds for us

Twilio CEO Khozema Shipchandler: The need for AI agent infrastructure will provide tailwinds for us...

Stocks making the biggest moves midday: Intel, Lumentum, Sandisk, Twilio, Coinbase & more

Here are some of the companies making headlines in midday trading...

TWLO Stock On Track To Post Worst Single-Day Performance In Over A Year, Drops To 3-Month Low: CEO Says Long-Term 'Tailwinds Are Intact' 

Equity

In an interview with CNBC, CEO Khozema Shipchandler highlighted the demand for voice, email, and messaging infrastructure used by AI agents.


Twilio Q3 Earnings Beat Estimates on Strong Revenue Growth

TWLO's Q3 earnings beat estimates as strong messaging, voice and AI demand fuel 20% revenue growth, improve profitability and raise its 2026 outlook.

Twilio's Biggest Business Is Slowing, and That's a Problem for Its Growth Story

Twilio stock plunged 19% premarket despite Q3 beats, hit by slowing messaging growth and a soft Q4 organic revenue forecast.read more...

Futures Slide As AI Reckoning Claims Amazon, Intel; Oil Jumps On Hormuz Tanker Hits

Futures Slide As AI Reckoning Claims Amazon, Intel; Oil Jumps On Hormuz Tanker Hits

 US futures slide with Nasdaq futures tumbling more than 2%, as the AI reckoning that started with Alphabet's record plunge claims two more megacaps: Amazon slides after a capex shock and the slowest...

Twilio (TWLO) Q3 Earnings and Revenues Beat Estimates

Twilio (TWLO) delivered earnings and revenue surprises of +13.01% and +3.11%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Twilio Announces Third Quarter 2026 Results

Twilio (NYSE: TWLO), the infrastructure for customer engagement in the AI era, reported financial results for its third quarter ended September 30, 2026. Q3 was a great quarter for Twilio, driven by disciplined execution and broad-based strength across our product portfolio, said Khozema...

GDP, PCE, Jobless Claims and Q3 Earnings - Busy Morning!

Headline PCE Price Index month over month reached +0.5%, in-line with expectations. Year over year, this came in at +3.6%.

$TWLO Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $1.65 up 32.00% YoY
• Reported revenue of $1.56B up 19.93% YoY
• Twilio guides Q4 2026 revenue to a range of $1.6B and non-GAAP diluted EPS to $1.48-$1.53; FY2026 revenue growth is raised to 20%, with non-GAAP operating income and free cash flow each $1.19B.

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Twilio Inc

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $1.65 up 32.00% YoY
• Reported revenue of $1.56B up 19.93% YoY
• Twilio guides Q4 2026 revenue to a range of $1.6B and non-GAAP diluted EPS to $1.48-$1.53; FY2026 revenue growth is raised to 20%, with non-GAAP operating income and free cash flow each $1.19B.

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Twilio, Inc. engages in the development of communications software, cloud-based platforms, and services. It operates through Twilio Communications and Twilio Segments. The Twilio Communications segment includes the platforms Messaging and Voice. The Twilio Segment involves Segment, Engage, Flex, Email, and others. The company was founded by John Wolthuis, Jeffery G. Lawson, and Evan Cooke in March 2008 and is headquartered in San Francisco, CA.

Twilio Inc - Ordinary Shares Class A

Neutral Sentiment

<ul class="summary-bullets"><li>Shipchandler estimated that voice AI has reached just 1% penetration of customer voice interactions, leaving room for wider adoption.</li><li>He said Twilio aims to benefit from AI adoption by supplying communications infrastructure to AI companies rather than competing at the application layer.</li><li>The CEO added that Twilio’s AI agent identity product is in private beta, though he does not expect it to become a significant revenue contributor next year.</li></ul>Twilio (TWLO) shares were on track to log their worst day in over a year, dropping to three-month lows, on Friday despite the company reporting third-quarter results that beat estimates on both earnings and revenue.In an interview with CNBC, CEO Khozema Shipchandler shrugged off the drop in share price, stating that the communications platform’s long-term growth drivers remain in place.&nbsp;“I think the long-term and very secular tailwinds here are intact,” he said, pointing to demand from AI agents that talk to customers by voice, email and text.<a href="https://stocktwits.com/symbol/TWLO">TWLO stock</a> dropped over 16% in midday trade. On Stocktwits, retail sentiment around the company shifted to ‘bullish’ from ‘neutral’ territory over the past day, and chatter rose to ‘high’ from ‘normal’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261030_112945223_43c63a001c.png" alt="koyfin_20261030_112945223.png" width="2400" height="1240"><figcaption>TWLO stock daily gains over the past two years on October 30 as of 11:45 a.m. ET. | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">Twilio CEO Sees Long-Term Opportunity In Voice AI</h2>Shipchandler said Twilio’s usage-based business model makes revenue harder to forecast than a fixed subscription model because customers pay according to how much they use its services, including the number of calls and messages they send.“I mean, it’s a usage-based business model, so there’s always like some degree of inherent conservatism in terms of the way that we think about things,” he said.According to him, voice AI remains in its early stages, leaving room for adoption to expand. “I mean, voice AI, if you think about it, is 1% penetrated in terms of voice interactions that customers are having,” he said. “Consumer AI basically just got started a few weeks ago, I think both of those represent longer-term structural tailwinds.”<h2 class="st-heading-2">Twilio Sells The Infrastructure Behind AI Agents</h2>Shipchandler said companies building AI agents need communications infrastructure to connect with consumers. According to him, this puts Twilio at an advantage, since the firm provides programmable voice and messaging capabilities rather than developing AI models or consumer-facing applications itself.“What every one of these companies that’s in the voice AI space is putting out there is these AI agents who end up interacting with consumers. To be able to do that vis-à-vis Twilio, they need voice infrastructure, programmable voice software capabilities to be able to deliver that experience,” he said.He noted that Twilio’s position beneath the application layer allows it to serve companies across the AI ecosystem rather than compete directly with them.<h2 class="st-heading-2">Business Adoption Could Take Time</h2>Shipchandler said wider adoption will depend partly on whether businesses accept AI agents interacting with their customer service systems. Consumers may eventually use personal AI agents to wait on hold, contact customer support or handle tasks such as insurance claims, but he expects adoption to be gradual.“One is that businesses are blocking this stuff, right? So it’s going to take some time in terms of the adoption cycle for businesses to actually accept agents on the other side, being able to call into those businesses,” he said. He added that regulated industries are likely to move last.Despite the adoption hurdles, Shipchandler expects both voice AI and consumer AI to create opportunities for Twilio over time. “The technology is very cool to be sure, but I think it’s going to take some time,” he said.The CEO added that Twilio’s AI agent identity product is in private beta, though he does not expect it to become a significant revenue contributor next year.<h2 class="st-heading-2">Wall Street Cuts TWLO Stock Price Targets</h2>Twilio reported earnings of $1.65 per share, beating the consensus estimate of $1.47 as per Koyfin. Revenue came in at $1.56 billion, ahead of the estimated $1.51 billion.&nbsp;However, several analysts cited by TheFly lowered their price targets following Twilio’s results, even as they maintained bullish ratings on the stock.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/s_Ps_Lj_twlo_stock_price_targets_lowered_by_wall_street_88bbfdfb5c.png" alt="sPsLj-twlo-stock-price-targets-lowered-by-wall-street-.png" width="1240" height="710"><figcaption>&nbsp;</figcaption></figure>Needham cited overly bullish sentiment ahead of the report and a softer revenue beat for its price target cut, while UBS pointed to slowing organic revenue growth and softer fourth-quarter gross profit guidance.&nbsp;Wells Fargo said the results were solid, but investors had wanted more upside to organic growth. Meanwhile, Morgan Stanley was an exception, raising its price target to $274 from $261 and maintaining an ‘Overweight’ rating.At the time of writing, TWLO stock held onto year-to-date gains of 45% and has climbed over 75% in the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-says-ai-disruption-is-on-full-display-in-tech-earnings-sees-2027-as-inflection-year/cZUhvwNR9T8">Dan Ives Says AI Disruption Is ‘On Full Display’ In Tech Earnings, Sees 2027 As Inflection Year</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Twilio Inc. (NYSE: TWLO), a cloud communications platform as a service (CPaaS) company, on August 7, 2025, in Chongqing, China. 

Twilio (TWLO) shares were on track to log their worst day in over a year, dropping to three-month lows, on Friday despite the company reporting third-quarter results that beat estimates on both earnings and revenue.

TWLO Stock On Track To Post Worst Single-Day Drop In Over A Year: CEO Says Long-Term 'Tailwinds Are Intact'

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Track TWLO stock price, charts, news and real-time market activity on Stocktwits. Join the TWLO message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around Twilio Inc stock.

TWLO Stock Price Today - Twilio Inc News, Charts, Retail Sentiment

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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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