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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

A sharp breakout to fresh 52-week highs has traders focused on the upcoming Q3 report and whether BRIUMVIs sales growth will support the move. Buyout and short-squeeze speculation is adding to the bullish chatter, but no deal is confirmed.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. The firm offers annealing and gate-model quantum computing technologies. It provides professional services that assist customers in identifying and implementing quantum computing applications and selling quantum computer systems to customers. The company was founded by Eric Ladizinsky in 1999 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave shares are drawing attention amid a steep selloff and repeated lows, with traders debating whether the decline reflects broad weakness in speculative quantum stocks or concerns about high valuations, losses, and the distance to commercial profitability. Bearish sentiment is prominent, though some investors view the drop as a buying opportunity; the upcoming quarterly report is seen by some as a test of the business case.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

A Northland upgrade citing C3 Code as a potential growth driver for agentic AI has renewed interest in C3.ai, alongside unusual call-option activity and short-squeeze speculation. Traders are divided between optimism about the product and enterprise AI demand, and concern over declining revenue and continued losses.

Kyverna Therapeutics, Inc. is a cell therapy clinical-stage biotechnology company, which engages in the provision of treatments and potential cures for serious autoimmune diseases. The company was founded in June 2018 and is headquartered in Emeryville, CA.

Kyverna Therapeutics Inc.

Kyvernas durable one-year miv-cel results in stiff-person syndrome, alongside longer-term myasthenia gravis data, are driving discussion as the company advances its rolling BLA for SPS. Traders are split: some see the findings as strengthening the case for approval, while others cite the stocks weak reaction, small study sizes, safety questions and possible dilution as reasons for caution.

Aduro Clean Technologies, Inc. engages in the manufacture of oils and specialty chemicals using waste plastics. It focuses on hydrochemolytic technology to transform post-consumer polymer waste into a resource for the circular economy. It also develops a novel chemical conversion process to transform waste plastics and low grade renewable oils into renewable fuels and specialty chemicals. The company was founded on January 10, 2018 by Ofer Vicus and William Marcus Trygstad and is headquartered in London, Canada.

Aduro Clean Technologies Inc

Aduros reported pilot results showing high condensable-hydrocarbon yields across polypropylene and mixed polyolefin feeds are driving discussion, alongside progress toward its planned first-of-a-kind facility. Bulls see the results and engineering work as validation of its plastics-recycling technology, while skeptics argue that yields do not establish commercial economics or scalability.

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.

Qualcomms sharp decline is being discussed mainly as part of a broad semiconductor selloff following Intels weak outlook, with traders also noting bearish put-heavy options activity. The community is split between treating the drop as a buying opportunity and worrying about further downside ahead of Qualcomms earnings report.

REalloys, Inc. is engaged in the rebuilding of domestic supply chain resilience for rare earth elements and magnets. It is involved in recycling, mining, oxide production, metallization, alloying, and magnet manufacturing. The company was founded on October 4, 2011 and is headquartered in Boca Raton, FL.

REalloys Inc.

Discussion centers on REalloys potential role in a North American rare-earth and magnet supply chain, with traders pointing to U.S. defense sourcing restrictions taking effect in 2027 and the companys Army-linked Tooele project and Tanbreez offtake as longer-term catalysts. Bulls see strategic demand upside, while bears focus on the lack of recent operational updates, execution and dilution risks, and sharp volatility.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Reports that Innodata laid off roughly 550 workers in India, with additional cuts reported in the Philippines, have fueled concern that a client project was scaled back and could affect revenue. Traders disagree over whether the cuts signal lost customer work or operational efficiency, and are looking to management and quarterly results for clarification.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

ON Semiconductor Corp.

Discussion is focused on onsemis emerging AI/data-center exposure: traders point to growth in the Other end-market category, which includes computing and data centers, but question how durable that demand is because long-term supply agreements can be changed or canceled. The debate is tempered by the companys continued exposure to automotive and industrial markets facing a cyclical slowdown, alongside the stocks recent weakness.

Lennar Corp. engages in the provision of real estate related financial and investment management services. It operates through the following segments: Homebuilding, Financial Services, Multifamily, and Lennar Other. The Homebuilding segment refers to the construction and sale of single-family attached and detached homes and the purchase, development, and sale of residential land directly and through entities. The Financial Services segment focuses on mortgage financing, title, and closing services for buyers. The Multifamily segment is involved in the development, construction, and property management of multifamily rental properties. The Lennar Other segment includes funds, asset management platform, and strategic investments in technology companies. The company was founded in 1954 and is headquartered in Miami, FL.

Lennar Corp. - Ordinary Shares - Class A

Lennar Corp.

Berkshire Hathaways large disclosed stake in Lennar has drawn attention, with bulls viewing the buying as a vote of confidence while others question whether it signals a bottom. The bullish case is offset by weak results and a lowered delivery outlook amid high mortgage rates, plus Hunterbrooks allegations about Lennars transactions with its Millrose spinoff, which have raised concerns among traders.

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1 Unstoppable ETF I'm Buying and Holding for Decades -- Even if the Stock Market Crashes

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GLW Stock Gains As Corning Tops Q3 Earnings Estimates — Company Targets $40B Annualized Sales Run Rate By 2030

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Corning's generative AI product sales more than doubled in the fiscal third quarter, while management reiterated its goal of reaching a $40 billion annualized sales run rate by 2030.

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Eli Lilly's Next-Generation Ovarian Cancer Drug Shows 79% Response Rate, 100% Disease Control In New Data

The results come as Lilly continues to test Sofe-M in different types of ovarian cancer, with multiple Phase 3 trials now underway.

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UBS, Citi and Barclays see upside from Meta's emerging AI products, while Wells Fargo, Piper Sandler and TD Cowen flag mounting investment costs and financing uncertainty.

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Bearish Sentiment

<ul class="summary-bullets"><li>Corning's Optical Communications business recorded a 44% year-over-year increase in sales to $2.38 billion.</li><li>The company forecast fourth-quarter core EPS of $0.96 to $1.00, above the Street's $0.93 estimate, alongside core sales of $5.2 billion to $5.3 billion.</li><li>Corning has "steadily added capacity, backed by long-term customer agreements that share the cost and risk of expansions,” said CFO Ed Schlesinger.</li></ul><p>Corning Inc. (GLW) shares were in focus on Tuesday after the company reported better-than-expected third-quarter earnings and sales, driven by strong demand for artificial intelligence infrastructure, and issued a fourth-quarter profit outlook above the Street forecasts.</p><p>Corning reported third-quarter (Q3) core earnings per share (EPS) of $0.91, beating the $0.88 analyst consensus. Core sales rose 19% year over year to $5.08 billion, ahead of Koyfin's adjusted sales estimate of $5.03 billion.&nbsp;</p><p>Corning’s core operating margin expanded 310 basis points to 22.7%, while adjusted free cash flow reached $661 million. At the time of this writing, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://Discussing financing risks across the AI industry, Weeks told CNBC that the majority of Corning's revenue is directed toward major hyperscalers, which he said have strong balance sheets and are increasing capital investments. &quot;I have very little exposure at this moment to the neo clouds,&quot; he said. Weeks also said, &quot;I'm quite bullish on AI demand over the long term,&quot; while acknowledging that there will be volatility.">GLW stock</a> was up more than 2% and among the top-trending tickers on Stocktwits.&nbsp;</p><h2 class="st-heading-2">AI Demand Powers Growth For Corning</h2><p>Corning's Optical Communications business recorded a 44% year-over-year increase in sales to $2.38 billion, supported by 84% growth in Enterprise Networks. Generative AI product sales more than doubled year over year.</p><p>The company's solar business also recorded 37% sales growth, although production ramped up more slowly than anticipated. Corning has "steadily added capacity, backed by long-term customer agreements that share the cost and risk of expansions,” said Executive Vice President and Chief Financial Officer (CFO) Ed Schlesinger.</p><h2 class="st-heading-2">Corning Secures Four Multibillion-Dollar Deals</h2><p>Corning secured four long-term, multibillion-dollar customer agreements during the quarter, including deals with Verizon (<a href="https://stocktwits.com/symbol/VZ">VZ</a>) and AT&amp;T (<a href="https://stocktwits.com/symbol/T">T</a>).</p><p>Speaking on CNBC's Squawk Box Tuesday, CEO Wendell P. Weeks said the agreements involve sharing technology development plans and roadmaps with customers, as well as sharing the risks and rewards of helping them achieve their goals.</p><p>Asked about the possibility of another telecom bubble similar to the early 2000s, Weeks explained that Corning often asks customers for upfront cash to help fund manufacturing capacity expansions.</p><p>He said Corning returns that cash through the profit stream generated when it delivers products to customers, adding that the company is deliberately maintaining a conservative financial profile.</p><h2 class="st-heading-2">Weeks On AI Demand And Financing Risks</h2><p>Discussing financing risks across the AI industry, Weeks told CNBC that the majority of Corning's revenue is directed toward major hyperscalers, which he said have strong balance sheets and are increasing capital investments.</p><p>"I have very little exposure at this moment to the neo clouds," he said. Weeks also said, "I'm quite bullish on AI demand over the long term," while acknowledging that there will be volatility.</p><h2 class="st-heading-2">Corning Targets $40B Annualized Sales Run Rate By 2030</h2><p>Corning expects fourth-quarter core EPS of $0.96 to $1.00, representing approximately 36% year-over-year growth. Core sales are projected at $5.2 billion to $5.3 billion, compared with the $5.21 billion consensus.</p><p>Under its internal Springboard plan, Corning is targeting annualized sales run rates of $20 billion by the end of 2026, $30 billion by 2028 and $40 billion by 2030.&nbsp;</p><p>Weeks reiterated on CNBC that the company expects EPS to grow faster than sales while improving its free cash flow and financial profile.</p><h2 class="st-heading-2">What Retail Thinks About <a class="mention" data-mention="$GLW" data-symbol-id="GLW" href="https://stocktwits.com/symbol/GLW" target="_blank">GLW Stock</a></h2><p>On Stocktwits, retail investors’ sentiment around GLW stock improved to ‘neutral’ from ‘bearish’ a day ago.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_27_180535_9080ae10b0.png" alt="Screenshot 2026-10-27 180535.png" width="807" height="421"><figcaption>GLW stock retail sentiment on October 27, as of 08:30 a.m. ET | Source: Stocktwits</figcaption></figure><p>So far this year, GLW shares have surged nearly 41%. By comparison, the Vanguard Morningstar Growth ETF (<a href="https://stocktwits.com/symbol/VUG">VUG</a>), which holds the stock, has risen over 8% during this period.</p><p><strong>See Also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/broadcom-upgraded-by-da-davidson-after-anthropic-ipo-filing-analyst-says-ai-cycle-isn-t-over-quite-yet/cZUeEp0RBCI"><strong>Broadcom Upgraded By DA Davidson After Anthropic IPO Filing — Analyst Says AI Cycle ‘Isn't Over Quite Yet’</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

Corning Inc. corporate headquarters. (Photo by John Greim/LightRocket via Getty Images)

Corning Inc. (GLW) shares were in focus on Tuesday after the company reported better-than-expected third-quarter earnings and sales, driven by strong demand for artificial intelligence infrastructure, and issued a fourth-quarter profit outlook above the S

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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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