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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 a significant post-earnings sell-off, despite beating Q4 estimates, as conservative Q1 guidance and concerns over AI chip sales to China have sparked community debate over whether the sharp decline is an overreaction or market manipulation impacting the broader semiconductor sector.

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 intensely ahead of its pivotal earnings report, as the community eagerly anticipates details on its AI monetization and cloud growth, while debating if strong results will boost the broader market or lead to a re-evaluation of its high valuation.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is experiencing a significant sell-off despite reporting strong earnings, fueling intense community debate over its high valuation amid broader tech sector weakness and aggressive profit-taking.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Holdings Inc

Ondas Holdings is trending due to significant community discussion surrounding a recently contested short-seller report and its potential involvement, through affiliates, in the Department of War's Drone Dominance Program. Despite recent defense contract wins and an acquisition, volatility is widely attributed to broader tech sector weakness and perceived market manipulation, prompting many to view current levels as a long-term buying opportunity.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is a focal point ahead of its upcoming earnings report, with the community highly anticipating how its AI advancements like Gemini, coupled with Waymo's substantial funding and expansion, will impact its performance and potentially influence the broader tech market amidst ongoing volatility.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer Inc. is trending following its robust earnings report and significantly raised full-year guidance, which has ignited community discussion about its perceived undervaluation and potential for a short squeeze. The stock's notable resilience on a challenging day for the broader tech sector has further fueled conversations around its pivotal role in AI infrastructure and anticipated margin improvements.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is experiencing a significant surge after reporting better-than-expected earnings and providing positive guidance, triggering multiple analyst upgrades and sparking widespread community discussion of a potential short squeeze. Traders are actively debating if this strong momentum marks a turning point and broader recovery for the solar sector, as the stock demonstrates resilience.

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 experiencing significant volatility and trending due to a broad market sell-off impacting AI and crypto-related stocks, fueling accusations of manipulation ahead of its upcoming earnings report. The community is sharply divided between those seizing the deep dip as a buying opportunity based on strong AI infrastructure fundamentals and high expectations for a potential new hyperscaler deal, and others bracing for further declines if anticipated announcements fall short.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending amid a $2 billion non-dilutive debt offering to finance its Amazon-leased Black Pearl data center, reinforcing its strategic pivot to AI infrastructure. The community is actively discussing this move and a recent analyst upgrade, while debating if the stock is truly decoupling from volatile Bitcoin prices.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. 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

Micron Technology is trending as a significant downturn sweeps across the semiconductor sector, fueled by broader market weakness, a peer's lower guidance, and notable bearish options activity. Community discussion is sharply divided between those seizing the dip as a prime long-term AI memory investment and those anticipating a deeper "bubble burst".

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Shareholder Alert: The Ademi Firm investigates whether VYNE Therapeutics Inc. is obtaining a Fair Price for its Public Shareholders

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Halper Sadeh LLC, an investor rights law firm, is investigating whether the merger of VYNE Therapeutics Inc. (NASDAQ: VYNE) and Yarrow Bioscience, Inc. is fair to VYNE shareholders. Upon completion...

VYNE Therapeutics Inc. (VYNE) Reports Q3 Loss, Tops Revenue Estimates

VYNE Therapeutics (VYNE) delivered earnings and revenue surprises of +10.53% and +12.67%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?

VYNE Therapeutics Inc. (VYNE) Reports Q2 Loss, Lags Revenue Estimates

VYNE Therapeutics (VYNE) delivered earnings and revenue surprises of +43.48% and -31.00%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

Metagenomi (MGX) Reports Q2 Loss, Tops Revenue Estimates

Metagenomi (MGX) delivered earnings and revenue surprises of +20.59% and +20.50%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

Aquestive Therapeutics (AQST) Reports Q2 Loss, Lags Revenue Estimates

Aquestive Therapeutics (AQST) delivered earnings and revenue surprises of +22.22% and -9.62%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

Catalyst Pharmaceutical (CPRX) Q2 Earnings and Revenues Surpass Estimates

Catalyst (CPRX) delivered earnings and revenue surprises of +17.24% and +5.30%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

BTIG and H.C. Wainwright downgraded Vyne Therapeutics following topline results from the company’s Phase 2b trial of repibresib gel in nonsegmental vitiligo, which failed to meet both primary and secondary endpoints.BTIG analyst Julien Harrison downgraded the stock to ‘Neutral’ from ‘Buy’ and said the company will analyze the full dataset to guide next steps. He also noted that Vyne intends to seek a development and commercialization partner for repibresib.&nbsp;Harrison added that an update is expected in the coming weeks on both repibresib and VYN202, which is currently under partial clinical hold by the U.S. Food and Drug Administration.H.C. Wainwright analyst Joseph Pantginis also downgraded the stock to ‘Neutral’ from ‘Buy’ and removed the firm’s $4.5 price target, calling the trial outcome “a surprise” that “puts the company in a precarious position.”&nbsp;He said the firm will remain on the sidelines pending further clarity on repibresib, additional VYN202 data, or potential new asset acquisitions.Vyne said that the Phase 2b trial was a randomized, double-blind, vehicle-controlled study conducted at 45 sites across North America, enrolling 177 participants. The trial evaluated the once-daily topical administration of repibresib gel at 1%, 2%, and 3% concentrations compared to vehicle.&nbsp;The primary endpoint, defined as the proportion of patients achieving at least a 50% improvement in the Facial Vitiligo Area Scoring Index (F-VASI50) at week 24, was not met. The trial also missed a key secondary endpoint (F-VASI75).However, the company stated that the highest dose group showed a nominally statistically significant treatment effect in percent change from baseline (CFB) in both F-VASI and T-VASI scores at week 24.&nbsp;Vyne stated that the outcome was likely affected by a high vehicle effect and a higher-than-expected dropout rate in the active arms. As a result, the company has discontinued treatment in the extension phase and will terminate the trial.The company&nbsp;reported approximately $39.6 million in cash, cash equivalents, and investments as of June 30.&nbsp;Treatment-emergent adverse events (TEAEs) were more frequent in the repibresib arms, with application site pain being the most common. Eight subjects in the treatment group discontinued due to AEs, compared to none in the vehicle group. Most TEAEs were mild and resolved during the study.CEO David Domzalski said the company was disappointed by the outcome but remains confident in the potential of its InhiBET BET inhibitor platform.On Stocktwits, retail sentiment for Vyne was ‘extremely bullish’ late Wednesday amid&nbsp;an 11,800% surge in 24-hour message volume.One user said they went long on Vyne at&nbsp;$0.4189, calling the selloff part of the biotech cycle. “Every setback is a setup for a comeback,” they wrote, adding that while the vitiligo trial missed, the underlying science still showed promise.&nbsp;They also pointed to the FDA's recent move&nbsp;regarding the company’s psoriasis program and noted that Vyne has sufficient cash to operate into late 2026.<stembedurl>https://stocktwits.com/BulldogTheDip/message/623071473</stembedurl>Another user highlighted Vyne’s $39 million cash position, suggesting the stock could attract activist investors like Tang Capital Management. “If they step in, we could see a bounce,” the user wrote.<stembedurl>https://stocktwits.com/MadHatterTrades74/message/623051900</stembedurl><a href="https://stocktwits.com/symbol/VYNE">Vyne’s stock</a> has declined 88.1% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Pharma stock. (Photo credit: Getty Images)

Vyne Hit With Downgrades After Repibresib Misses Endpoints In Vitiligo Trial; Traders Still Eye Rebound

The company plans to seek a development and commercialization partner for repibresib and expects to provide an update on both repibresib and VYN202, which are currently under partial FDA clinical hold, in the coming weeks. 

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VYNE Therapeutics, Inc. engages in the manufacture of pharmaceutical products. It develops and commercializes solutions using its proprietary Molecule Stabilizing Technology. Its commercial products include AMZEEQ and ZILXI. The company was founded in October 2011 and is headquartered in Bridgewater, NJ.

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