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BioNTech SE operates as immunotherapy company, which engages therapies for cancer and other serious diseases. Its product pipeline include BNT162b2, BNT161, BNT164, FixVac, iNeST, RiboMabs, CAR-T Cells, TCRs and Next-Gen CP Immunomodulators. The company was founded by Christopher Huber, Oezlem Tuereci, and Ugur Sahin on June 2, 2008 and is headquartered in Mainz, Germany.

BioNTech SE - ADR

BioNTechs latest Phase 3 breast-cancer results are drawing attention: the drug met its primary endpoint but delivered only a modest benefit versus chemotherapy, with higher lung-inflammation rates. Traders are debating whether this and an earlier cancer-trial setback signal broader pipeline weakness or are outweighed by other oncology programs and an upcoming pipeline update.

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

Twilio Inc

Twilios quarterly results beat expectations and lifted its full-year outlook, but a softer next-quarter organic growth forecast signaled deceleration and drove a sharp selloff. Traders are debating whether slowing messaging growth and weaker customer expansion outweigh the strong results, while some see the pullback as a potential bounce opportunity.

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

SCHD is drawing attention as traders discuss a shift from volatile technology and growth stocks toward dividend-paying value and defensive holdings amid market uncertainty. Many point to its recent strength and keep accumulating, while others question its yield and warn that rising Treasury yields or a return to tech could weigh on the fund.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Traders are focused on whether Q3 results will show that oral Wegovy demand and international expansion can offset concerns about Eli Lillys competitive lead in GLP-1 drugs. The community is divided: some see the pill rollout and low valuation as recovery potential, while others remain cautious about Novos execution, management and pipeline; the Hengrui licensing deal also drew debate as a longer-term pipeline move.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvanas Q3 report and disclosure that the SEC closed its investigation without recommending enforcement action drove a sharp rally, with traders also pointing to record sales volumes. The move has fueled short-squeeze and momentum talk, while bears argue that an EPS miss, declining per-car margins and the end of numerical guidance undermine the growth story.

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 a fresh 52-week high has put TGTX in focus, with traders pointing to BRIUMVIs commercial growth and anticipation of earnings and upcoming subcutaneous data. Buyout and short-squeeze theories are circulating, but remain speculation; others see the rally as momentum ahead of those catalysts.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

A sharp selloff and persistent volatility dominate discussion, with traders pointing to broader weakness in miners and uncertainty over Sangdongs production ramp and near-term cash flows. Some remain bullish on tungsten-market fundamentals and the mines first shipment, while others say the investor-day discussion offered little new detail and are concerned about execution.

Amgen, Inc. is a biotechnology company, which engages in the discovery, development, manufacture, and marketing of human therapeutics. The company was founded by William K. Bowes, Jr., Franklin Pitcher Johnson, Jr., George B. Rathmann, and Joseph Rubinfeld on April 8, 1980 and is headquartered in Thousand Oaks, CA.

AMGEN Inc.

Amgens run to recent highs has traders focused on its upcoming quarterly results, with options activity drawing attention; some view put buying as protection ahead of the report rather than a bearish bet. Optimism around the companys recent positive IMDELLTRA lung-cancer trial results also supports the pipeline discussion.

Crown Castle, Inc. engages in the business of owning, operating, and leasing shared communications infrastructure. It operates through the following segments: Towers, Fiber, and Other. The Towers segment focuses on providing coverage and capacity for wireless carrier network deployments. The Fiber segment includes communications infrastructure offerings of small cells and fiber solutions. The Other segment is involved in corporate assets such as cash and cash equivalents. The company was founded by Ted B. Miller Jr. and Edward C. Hutcheson Jr. in 1994 and is headquartered in Houston, TX.

Crown Castle Inc

Crown Castle International Corp

Reports that SpaceX is in talks to access at least 80,000 U.S. cell sites, including Crown Castles towers, have focused attention on the prospect of a major new leasing customer. Traders see potential tower revenue upside, while skeptics note that no agreement is signed and question whether SpaceXs wireless plans will translate into meaningful demand.

Okta, Inc. engages in the provision of an identity management platform for enterprises. The firm operates through the following geographical segments: United States and International. Its products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Oktas earnings beat and raised outlook fueled a sharp rally, with traders betting that AI-agent adoption will lift demand for identity security. The bullish AI-security thesis is being weighed against concerns that the stocks run has stretched its valuation, prompting profit-taking and calls for a pullback.

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V2X to Announce Third Quarter 2026 Financial Results

V2X to Announce Third Quarter 2026 Financial Results V2X to Announce Third Quarter 2026 Financial ResultsPR NewswireRESTON, Va., Oct. 8, 2026RESTON, Va., Oct. 8, 2026 /PRNewswire/ -- V2X, Inc., (NYSE: VVX), a leading provider of global mission solutions, will report third quarter 2026 financial...

V2X to Showcase Advanced Technology Mission Solutions at AUSA Annual Meeting 2026

V2X to Showcase Advanced Technology Mission Solutions at AUSA Annual Meeting 2026 V2X to Showcase Advanced Technology Mission Solutions at AUSA Annual Meeting 2026PR NewswireRESTON, Va., Oct. 6, 2026RESTON, Va., Oct. 6, 2026 /PRNewswire/ -- V2X, Inc. (NYSE: VVX) will showcase its advanced...

V2X Awarded Position on $46 Million U.S. Air Force Contract Supporting B-52 Long Range Standoff Cruise Missile Program

V2X Awarded Position on $46 Million U.S. Air Force Contract Supporting B-52 Long Range Standoff Cruise Missile Program V2X Awarded Position on $46 Million U.S. Air Force Contract Supporting B-52 Long Range Standoff Cruise Missile ProgramPR NewswireRESTON, Va., Sept. 15, 2026 RESTON, Va., Sept. 15...

V2X to Deliver Tempest Counter-UAS Systems to U.S. Marine Corps

V2X to Deliver Tempest Counter-UAS Systems to U.S. Marine Corps V2X to Deliver Tempest Counter-UAS Systems to U.S. Marine Corps PR Newswire RESTON, Va., Sept. 8, 2026 RESTON, Va., Sept. 8, 2026 /PRNewswire/ -- V2X, Inc. (NYSE: VVX) today announced it has been awarded a $19 million...

V2X (VVX) Lands A Long Runway With Its Latest Air Force Deal

V2X (VVX) Lands A Long Runway With Its Latest Air Force Deal...

V2X General Counsel Sells 3,500 Shares

Key PointsThe stock sale was valued at $287,000...

V2X to Participate in the 2026 Jefferies Global Industrials Conference

V2X to Participate in the 2026 Jefferies Global Industrials Conference V2X to Participate in the 2026 Jefferies Global Industrials Conference PR Newswire RESTON, Va., Aug. 31, 2026 RESTON, Va., Aug. 31, 2026 /PRNewswire/ -- V2X, Inc., (NYSE: VVX), a leading provider of global mission solutions...

V2X Congratulates Chief Growth Officer Roger Mason on Confirmation as Director of the National Reconnaissance Office

V2X Congratulates Chief Growth Officer Roger Mason on Confirmation as Director of the National Reconnaissance Office V2X Congratulates Chief Growth Officer Roger Mason on Confirmation as Director of the National Reconnaissance Office PR Newswire RESTON, Va., Aug. 17, 2026 RESTON, Va., Aug. 17, 2026...

V2X (VVX) Q2 2026 Earnings Call Transcript

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U.S. Marine Corps Awards V2X Up to $500M Logistics Integration Support Contract

U.S. Marine Corps Awards V2X Up to $500M Logistics Integration Support Contract U.S. Marine Corps Awards V2X Up to $500M Logistics Integration Support Contract PR Newswire RESTON, Va., Aug. 10, 2026 RESTON, Va., Aug. 10, 2026 /PRNewswire/ -- V2X Inc. (NYSE: VVX) has been awarded a contract with a...

V2X, Inc. provides solutions and support to defense clients globally. It delivers integrated solutions across the operations and logistics, aerospace, training and technology markets to national security, defense, civilian and international clients. The company was founded in February 2014 and is headquartered in Reston, VA.

V2X Inc

This Defense Contractor Stock Shot Up 9% Today: Here’s Why 

Equity

Neutral Sentiment

V2X Inc. (VVX) received a vote of confidence from Bank of America on Wednesday, as the firm upgraded its rating on the defense contractor’s stock to ‘Buy’ from ‘Neutral.’&nbsp;Along with the upgrade, BofA lifted its price target to $65, up from $55, as per TheFly. This indicates a potential upside of more than 19% from Tuesday’s close at $54.56. The brokerage cited growing momentum in V2X’s core logistics and operations work, as well as its ability to secure contracts in higher-value, higher-margin segments, as key takeaways from the company's recent contract wins.&nbsp;<a href="https://stocktwits.com/symbol/VVX">V2X stock&nbsp;</a>traded over 9% higher by Wednesday afternoon. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:950/104;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_13_133413_png_4615e35647.webp" alt="VVX’s Sentiment Meter and Message Volume as of 01:00 p.m. ET on Aug. 13, 2025 | Source: Stocktwits" width="950" height="104"><figcaption>VVX’s Sentiment Meter and Message Volume as of 01:00 p.m. ET on Aug. 13, 2025 | Source: Stocktwits</figcaption></figure>According to a CNBC report, a recently secured contract tied to the T-6 military aircraft served as a ‘key growth enabler’. Mariana Perez Mora, the BofA analyst behind the upgrade, expects V2X to start seeing full revenue contributions from the new deal by 2027. BofA highlighted the company’s full-lifecycle support strategy as a key differentiator in a crowded defense contracting space, the report said.The ability to secure contracts in higher-growth areas is expected to drive sustained earnings acceleration, the firm added. For the fiscal year 2025, the company expects revenue between $4.375 billion and $4.5 billion. It sees earnings per share (EPS) between $4.65 and $4.95.On Monday, V2X announced that it has signed a deal to buy a company that provides data engineering, intelligence support, and cybersecurity services for the Intelligence Community. V2X stock has gained over 24% year-to-date and over 23% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/this-metal-producer-stock-is-up-52-percent-in-a-year/chrCSc9Rd9o">This Metal Producer’s Stock Is Up 52% In A Year: It Has Now Secured A Fresh $600 Million Investment For A Copper Mine</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

BofA cited growing momentum in V2X’s core logistics and operations work, as well as its ability to secure contracts in higher-value, higher-margin segments, as key takeaways from the company's recent contract wins.

Hold rates steady

Cut 25 bps

Hike 25 bps

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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$80.37
Prev Close	$80.52
Open	$80.27
Dividend Yield	0.00%
50-Day Moving Average	$73.94
Beta	0.80
Avg. Volume	729,614.70
PE Ratio	27.68

52-Week High	$93.98
52-Week Low	$50.89
Market Capitalization	$2.52B
EPS (Annual)	$2.45
Price to Book	2.22
Revenue Per Employee	$190,639.92

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