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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 broad semiconductor and AI-stock selloff as traders worry that post-election opposition and possible data-center restrictions could slow AI infrastructure spending, with concerns about crowded valuations and forced liquidations adding pressure. The community is split between viewing the decline as an overreaction and buying the dip, and seeing it as the start of a deeper AI-trade unwind.

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

A steep broad-market selloff has sparked debate over fears that Democratic gains could bring tighter AI oversight and slow data-center investment, alongside concerns about stretched valuations and forced selling. Traders disagree on whether the drop marks a deeper correction or an overreaction, with some looking for a rebound and others expecting more downside.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention after a steep tech-led selloff, with traders linking the pressure to fears that a Democratic-controlled Congress could constrain AI and data-center expansion. Some view the move as an overreaction and buying opportunity, while others point to AI valuation concerns and possible forced selling as reasons for caution; the policy impact remains uncertain.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

A broad semiconductor and AI-stock selloff, fueled by fears that Democratic control of Congress and calls to regulate or pause advanced AI could slow data-center investment, is driving attention to Micron. Traders are split between seeing an overreaction and buying the dip on continued memory demand, and warning that uncertainty around AI spending could mean further downside.

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

A sharp semiconductor and AI-linked selloff, tied by traders to fears that Democratic control could bring tighter AI and data-center rules and slow infrastructure spending, is driving attention to SNDK. Bulls call the decline an overreaction and point to memory demand, while bears see an AI-trade unwind and further downside; some traders also blame broad deleveraging.

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 broad semiconductor and AI-stock selloff as traders fear a Democratic-controlled Congress could increase scrutiny of data centers and slow the AI buildout. The community is split between expecting further losses and viewing the drop as an overreaction, pointing to AMDs strong results and continued AI demand as reasons for optimism.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is plunging alongside a sharp semiconductor and broader tech selloff, as traders debate fears of a slowdown in AI and data-center investmentsome linked to election-related policy concernsagainst the possibility of forced selling and leveraged-position unwinds. The steep decline has prompted panic and bearish calls, while other traders see an overreaction and are buying for a potential rebound; SOXLs 3x daily leverage amplifies the volatility.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

A sharp Nasdaq and technology-stock selloff, amid concerns about AI spending and semiconductor weakness, has weighed on TQQQ, whose daily leverage amplifies index moves. Traders are divided between buying the oversold dip for a rebound and expecting further downside, with some pointing to heavier put activity as a sign of caution.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas sharp selloff is widely tied to traders concerns that the midterm election results could bring greater political scrutiny of Elon Musk and regulatory hurdles for a potential TeslaSpaceX merger, alongside a broader tech-market decline. The discussion is heavily bearish, though some traders view the drop as an oversold dip-buying opportunity; the merger and regulatory risks remain concerns rather than confirmed outcomes.

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 reports of delays at its Texas data-center site tied to Microsoft, alongside a broad selloff in AI-infrastructure stocks and concerns about political and regulatory risks. Traders are divided between viewing the steep decline as a buying opportunity and fearing that execution issues or weak earnings guidance could deepen the selloff.

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Vir Biotechnology to Present Topline Phase 3 ECLIPSE 1 Data for Elebsiran and Tobevibart in Chronic Hepatitis Delta at AASLDs The Liver Meeting 2026 and Host Investor Conference Call

Vir Biotechnology, Inc. (Nasdaq: VIR) today announced the Company will present data from the pivotal Phase 3 ECLIPSE 1 trial evaluating the combination of elebsiran and tobevibart for chronic hepatitis delta in a late-breaking oral presentation at the upcoming American Association for the Study of...

Vir Biotechnology, Inc. (VIR) Reports Q3 Loss, Misses Revenue Estimates

Vir Biotechnology (VIR) delivered earnings and revenue surprises of +28.75% and -132.25%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Vir Biotechnology Provides Corporate Update and Reports Third Quarter 2026 Financial Results

Vir Biotechnology, Inc. (Nasdaq: VIR), today provided a corporate update and reported financial results for the third quarter ended September 30, 2026. We are entering an important period for Vir Bio, with meaningful catalysts across both hepatitis delta and oncology, said Marianne De Backer...

Vir Biotechnology to Participate in the Jefferies 2026 London Healthcare Conference

Vir Biotechnology, Inc. (Nasdaq: VIR), today announced that Marianne De Backer, M.Sc., Ph.D., MBA, President and Chief Executive Officer, will present at the Jefferies 2026 London Healthcare Conference on Wednesday, November 18 at 10:30 a.m. GMT / 5:30 a.m. ET in London, United Kingdom.A live...

Beam Therapeutics (BEAM) Moves 15.6% Higher: Will This Strength Last?

Beam Therapeutics (BEAM) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Vir Biotechnology Announces Appointment of Suzanne Topalian to its Board of Directors

Vir Biotechnology, Inc. (Nasdaq: VIR), today announced the appointment of Suzanne Topalian, M.D., to its Board of Directors, effective October 27, 2026. Dr. Topalian is the Bloomberg-Kimmel Professor of Cancer Immunotherapy at the Johns Hopkins University School of Medicine* and serves as Associate...

Vir Biotechnology to Host Conference Call for Third Quarter 2026 Financial Results

Vir Biotechnology, Inc. (Nasdaq: VIR), today announced that it will host a conference call at 4:30 p.m. ET / 1:30 p.m. PT on Wednesday, November 4 to provide a corporate update and discuss its financial results for the third quarter ended September 30, 2026. The conference call may be accessed on...

Stocktwits Biotech Dealmaker: Gilead, AstraZeneca And Roche Chase Pipeline Expansion Over Buyouts

Equity

Deals for AI discovery platforms and differentiated experimental candidates for obesity and solid tumors dominated the week.


Can Gilead's Deal With VIR Boost Its Oncology Pipeline and Growth?

Gilead Sciences expands its oncology pipeline through a Vir Biotechnology deal worth up to $1.74 billion in additional milestones, targeting three novel cancer therapies.

Vir Biotechnology Enters Multi-Program Collaboration and License Agreement with Gilead Sciences to Discover and Develop Novel PRO-XTEN Dual-masked T-cell Engagers for Solid Tumors

Vir Biotechnology, Inc. (Nasdaq: VIR), today announced a collaboration and license agreement with Gilead to discover and engineer three novel PRO-XTEN dual-masked T-cell engager (TCE) development candidates targeting selected solid tumor-associated antigens. Gilead will have an exclusive license to...

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

• Reported GAAP EPS of -$0.57 up 51.28% YoY
• Reported revenue of -$0.19M down -179.17% YoY
• Vir Biotechnology continues to expect its cash, cash equivalents and investments to fund operations into the second half of 2028; no quantified revenue, margin, or earnings guidance was provided.

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Vir Biotechnology Inc

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of -$0.57 up 51.28% YoY
• Reported revenue of -$0.19M down -179.17% YoY
• Vir Biotechnology continues to expect its cash, cash equivalents and investments to fund operations into the second half of 2028; no quantified revenue, margin, or earnings guidance was provided.

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Stocktwits Earnings

• Reported GAAP EPS of -$0.57 up 51.28% YoY
• Reported revenue of -$0.19M down -179.17% YoY
• Vir Biotechnology continues to expect its cash, cash equivalents and investments to fund operations into the second half of 2028; no quantified revenue, margin, or earnings guidance was provided.

Vir Biotechnology reported a cash decrease during Q3 2026, higher SG&A expenses, and disclosed potential clinical, enrollment, manufacturing-capacity and regulatory hurdles that may affect development.

Vir Biotechnology reported VIR-5500 proof of concept and Fast Track designation, anticipated pivotal trials and ECLIPSE readouts, and secured Gilead collaboration consideration with potential milestone and royalty payments.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Bearish Sentiment

<ul class="summary-bullets"><li><a class="mention" data-mention="$GILD" data-symbol-id="GILD" href="https://stocktwits.com/symbol/GILD" target="_blank">Gilead Sciences</a> partnered with Vir Biotechnology on Wednesday to discover and develop three drugs aimed at solid tumors.</li><li>AstraZeneca signed an up-to-$1.5 billion AI collaboration with insitro for MASH and cardiomyopathies.&nbsp;</li><li>Roche licensed Rona’s drug candidate, and Zealand Pharma teamed with Generate on AI-designed proteins for differentiated obesity approaches.</li></ul><p>Large pharmaceutical companies including Gilead Sciences, Roche and AstraZeneca spent this week securing access to discovery technologies and experimental candidates that address clear biological gaps, instead of large-scale acquisitions of rival firms or approved products.</p><p>Obesity and cancer remained the clear focal points, with several of the week’s biggest partnerships aimed at differentiated weight-loss mechanisms or new solid-tumor approaches.</p><h2 class="st-heading-2">Gilead Partners With Vir For New Cancer Drug Candidates</h2><p>Gilead Sciences (GILD) partnered with Vir Biotechnology (VIR) on Wednesday to discover and develop three drugs aimed at solid tumors. Vir will handle early discovery, design, and optimization using its AI-enabled protein engineering tools and PRO-XTEN masking technology. Gilead receives exclusive rights to nominate candidates and will lead subsequent development, manufacturing, and commercialization.</p><p>Vir is eligible for $90 million upfront—$65 million in cash plus a $25 million equity investment at a premium—plus up to $45 million in near-term preclinical milestones and as much as $1.74 billion in later development, regulatory, and commercial payments, along with tiered royalties. The agreement marks Vir’s second major partnership around its masking platform this year after a previous deal with Astellas and adds to Gilead’s attempts to advance its cancer offerings besides its blockbuster drug Trodelvy.</p><h2 class="st-heading-2">AstraZeneca Taps Insitro’s AI Platform</h2><p>AstraZeneca (AZN) signed a worldwide exclusive research collaboration with privately held AI therapeutics company insitro focused on metabolic dysfunction-associated steatohepatitis (MASH) and cardiomyopathies. Insitro will apply its Virtual Human platform, which combines human and cellular data with AI, to identify causal disease biology and advance AstraZeneca-nominated targets through discovery to the development-candidate stage.</p><p>AstraZeneca will lead clinical development, regulatory work, and commercialization. Insitro will receive $40 million upfront and is eligible for up to approximately $1.46 billion in discovery, development, and commercial milestones, plus single-digit royalties on potential sales.</p><h2 class="st-heading-2">Roche, Zealand Pharma Add Differentiated Obesity Approaches</h2><p>Roche secured exclusive worldwide rights to Rona Therapeutics’ investigational drug candidate which targets a protein predominantly expressed in fat tissues. The drug candidate is designed to selectively reduce visceral and ectopic fat while preserving lean mass—an attractive complement to currently popular obesity drug classes like GLP-1. Rona is eligible for up to $100 million in upfront and near-term payments, up to $1.06 billion in additional milestones, and tiered royalties.</p><p>Separately, Zealand Pharma entered a collaboration with Generate Biomedicines (GENB) to design multispecific protein therapeutics for obesity and other metabolic diseases using Generate’s generative AI platform. Generate will lead research through lead-candidate selection for two initial programs, with an option for a third; Zealand will handle clinical development, regulatory submissions, and commercialization. Generate receives $30 million upfront, up to $35 million in early preclinical milestones, and nearly $1.2 billion in total potential milestones, plus royalties.</p><h2 class="st-heading-2">Pfizer, Galderma Make Platform And Commercial Moves</h2><p>Pfizer (PFE) partnered with privately-held Enodia Therapeutics on a research collaboration and license for compounds intended to block disease-driving proteins at the point of synthesis. The potential value exceeds $500 million, including an upfront payment, milestones, and royalties; Enodia will run discovery against multiple targets while Pfizer takes over later development and commercialization.</p><h2 class="st-heading-2">How Did Retail Traders React?</h2><p>On Stocktwits, retail sentiment around SPDR S&amp;P Biotech ETF (XBI) fell from bullish to neutral territory over the past 24 hours, while message volume stayed at normal levels.</p><p><a href="https://stocktwits.com/symbol/XBI">XBI</a> has fallen 4% over the past week as part of a broader biotech pullback that began after its mid-August peak near $170, but it is up 22.5% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/novartis-discontinues-mid-stage-lupus-trial-in-latest-pipeline-setback/cZxKiBhRBtc">Novartis Discontinues Mid-Stage Lupus Trial In Latest Pipeline Setback</a></p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</p>

Digital background depicting innovative technologies in medicine systems. Source: Getty Images

Deals for AI discovery platforms and differentiated experimental candidates for obesity and solid tumors dominated the week.

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Generate Biomedicines Inc

Gilead Sciences, Inc.

Pfizer Inc

Roche Holdings AG ADR

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Fundamental analysis looks at earnings, valuation, and business quality, while technical analysis focuses on chart patterns, price action, and indicators, and many investors blend the two. How do you decide what to buy: fundamentals or technicals? Vote and explain your reasoning in the comments.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	-$0.34	--	--	N/A
Q3 '26	-$0.75	-$0.57	23.93%	BEAT
Q2 '26	$0.33	$0.47	41.31%	BEAT
Q1 '26	-$0.10	-$0.85	-790.05%	MISSED
Q4 '25	-$0.49	-$0.31	36.88%	BEAT

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Latest Earnings Results: Q3 '26

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