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Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegians better-than-expected third-quarter results and raised full-year outlook drove a sharp rally, with traders highlighting stronger bookings, cost control and improving yields. The subsequent pullback is being debated as profit-taking and broad market weakness, while fuel costs, debt and lingering concerns about demand remain bearish counterpoints.

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 52-week high, alongside heavy call-option activity, has fueled speculation about a possible buyout and short covering ahead of Q3 results. The acquisition talk is unconfirmed; others point to BRIUMVIs sales growth and upcoming subcutaneous data as the underlying story, while cautioning that earnings and clinical milestonesnot rumorswill matter.

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 Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs upcoming quarterly report is dominating discussion, with traders focused on whether results and forward guidance can exceed already elevated expectations. Bulls point to AI demand and growth, while skeptics warn that the premium valuation and broader tech weakness could leave the stock vulnerable even after a beat.

OFFICIAL TRUMP (TRUMP) is a cryptocurrency and operates on the Solana platform. OFFICIAL TRUMP has a current supply of 999,998,809.831273 with 281,866,746.118905 in circulation. The last known price of OFFICIAL TRUMP is 1.73532194 USD and is up 9.97 over the last 24 hours. It is currently trading on 744 active market(s) with $259,407,006.57 traded over the last 24 hours. More information can be found at https://gettrumpmemes.com/.

Trump For President

The TRUMP meme coins steep decline and accusations of a pump-and-dump dominate discussion, with many traders saying holders have been left with losses. Some remain bullish on a rebound or short squeeze, but bearish commentary and doubts about the tokens value are more prevalent.

Select Sector SPDR Trust (The) - State Street Health Care Select Sector SPDR ETF

Health Care Select Sector SPDR Fund

Healthcares strong rally and relative outperformance are drawing attention, with traders describing a rotation from technology into the sector and pointing to XLVs breakout and fresh highs. Some see healthcare as a defensive haven, while others caution that the rally could lose momentum.

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

AMDs sharp decline alongside semiconductor peers, after Intels weak outlook and amid concerns about AI-spending returns and high valuations, has made the companys upcoming earnings and guidance a key test. Traders disagree on whether the drop is sympathy selling and a buying opportunity or a sign that demand expectations and valuations are being reset.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

AXSM is drawing attention ahead of its Q3 earnings report, with investors focused on Auvelitys launch for Alzheimers agitation, prescription growth, and the path to profitability. The steep share-price decline and managements limited commentary have intensified debate: bears worry that uptake is weaker than expected and costs remain high, while bulls argue that samples and long-term-care channels may be obscuring demand and expect the report to clarify the trend.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Discussion is dominated by the approaching U.S. midterm elections and Trumps political fortunes, with traders linking DJTs weakness to administration controversies and uncertainty around the Iran conflict. Some speculate that a Republican win or Iran deal could improve sentiment, while many remain bearish and point to the stocks steep decline and concerns about the companys value.

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.

A broad semiconductor selloff following Intels weak outlook has weighed on Qualcomm, with traders linking the drop to concerns about PC demand and rising memory costs. Ahead of Qualcomms earnings report, the community is split between dip-buyers citing the companys longer-term prospects and traders watching for further downside, including bearish options positioning.

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Software & Services ETF (XSW) Hits New 52-Week High

XSW has surged 60% from its 52-week low and recently hit a new high. Can easing AI fears and positive momentum drive further gains?



Should You Invest in the State Street SPDR S&P Software & Services ETF (XSW)?

RBLX Stock Downgraded Ahead Of Earnings, Analyst Says Stock Could Fall Another 18%

Equity

Jefferies downgraded Roblox shares to ‘Underperform’ from ‘Hold’ and kept a $38 price target.


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SOUN Stock Hits 2-Month High, Rallying Toward Biggest Gain in 3 Months Despite Analyst Target Cuts

The price target cuts come after SoundHound AI posted record quarterly revenue of $61.9 million and a smaller-than-expected adjusted loss.


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Software-focused ETFs are gaining attention as AI adoption boosts demand for enterprise applications, cloud services, and cybersecurity. 

SPDR Series Trust - State Street SPDR S&P Software & Services ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Jefferies said the stock’s roughly 30% rally since second-quarter results reflects an overly optimistic bookings outlook.</li><li>The firm expects Roblox’s recovery in U.S. and Canada users and bookings to be "longer and more costly" than the market expects.</li><li>It added that Roblox’s new discovery algorithm could limit short-term user growth by favoring games with stronger long-term retention.</li></ul><p>Roblox (<a class="mention" data-mention="$RBLX" data-symbol-id="RBLX" href="https://stocktwits.com/symbol/RBLX" target="_blank">RBLX</a>) stock fell in early morning trade on Monday after Jefferies downgraded the shares, stating that the roughly 30% rally since the company’s second-quarter results had priced in too much improvement in bookings.</p><p>Jefferies downgraded Roblox to ‘Underperform’ from ‘Hold’ while keeping its price target at $38, according to a note to investors cited by TheFly. The target implies about 18% downside from Friday’s close.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260928_074344330_e6ef4f366b.png" alt="koyfin_20260928_074344330.png" width="2400" height="1240"><figcaption><a class="mention" data-mention="$RBLX" data-symbol-id="RBLX" href="https://stocktwits.com/symbol/RBLX" target="_blank">RBLX</a> stock price performance year-to-date on September 28 as of 7:45 a.m. ET | Source: Koyfin</figcaption></figure><p><a href="https://stocktwits.com/symbol/RBLX">RBLX stock</a> fell nearly 5% in premarket trading. On Stocktwits, retail sentiment around the company remained in ‘bearish’ territory over the past day.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/edited_95acb2e8_c96a_486c_ad35_4a3b266a872918274982093036346943_0e58950de7.jpg" alt="edited_95acb2e8-c96a-486c-ad35-4a3b266a872918274982093036346943.jpg" width="960" height="1552"><figcaption><a class="mention" data-mention="$RBLX" data-symbol-id="RBLX" href="https://stocktwits.com/symbol/RBLX" target="_blank">RBLX</a> stock retail sentiment on September 28 as of 7:45 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Jefferies Sees Slower Roblox User Recovery</h2><p>Jefferies said Roblox’s 30% rise since its second-quarter results "reflects an overly optimistic view" of bookings over the next 12 months. The firm expects the recovery in users and bookings in the U.S. and Canada to be "longer and more costly" than the market expects.</p><p>Jefferies also flagged Roblox’s new discovery algorithm, which favors games with stronger long-term retention. The firm expects the algorithm change to limit short-term user growth over the next few quarters, even though it could improve engagement and the quality of the games surfaced to users over time.</p><p>Jefferies remains positive on Roblox’s efforts to expand into new game genres and attract more users aged 18 and older. Daily users in that demographic rose 32% in the second quarter.</p><h2 class="st-heading-2">Roblox Bookings Growth Slowed In Q2</h2><p>In the second quarter (Q2), Roblox&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rblx-stock-plunges-overnight-roblox-ceo-retention-bet-comes-at-the-cost-of-near-term-growth/cZNED9zRJ2V">reported</a> bookings of about $1.6 billion, up 8% from a year earlier and at the low end of its guidance. That compared with 43% growth in the first quarter.</p><p>Revenue rose 36% to about $1.5 billion, while daily active users increased 10% to 123 million. Free cash flow climbed 66% to $294 million, although the company reported a net loss of $185 million.</p><p>Management attributed the weaker bookings growth in part to lower spending per hour among younger users in the U.S. and Canada. Those players had moved away from the viral games that drove unusually high spending in 2025.</p><p>The discovery algorithm change added another layer of uncertainty. Roblox guided for third-quarter bookings to decline 14% to 18% and withdrew its full-year guidance.&nbsp;</p><h2 class="st-heading-2">Legal And Competitive Risks Add To Roblox Concerns</h2><p>Last week, a Los Angeles judge allowed Los Angeles County’s lawsuit against Roblox to proceed after rejecting the company’s attempts to have the case dismissed. The county alleges that Roblox failed to provide adequate safeguards around age verification, moderation and interactions between children and adults, exposing young users to sexual exploitation and other harmful content.</p><p>The Los Angeles case is also part of a broader wave of legal scrutiny. Other government entities, including Texas, have pursued similar claims, while an Ohio securities lawsuit alleges that Roblox misled investors about its child-safety protections.</p><p>Competition is another consideration, with Meta’s (META) new AI creation tools posing a potential challenge to Roblox’s position in user-generated content.</p><h2 class="st-heading-2">All Eyes On Q3 Earnings Next&nbsp;</h2><p>Roblox's third-quarter (Q3) report, scheduled for Wednesday, is the next test of whether bookings are recovering. Wall Street expects the company to report a loss per share of around $0.42 on $1.63 billion in revenue.</p><p><strong>Read also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/mag-7-voices-jensen-huang-elon-musk-mark-zuckerberg-shape-week-of-ai/cZMSpltRBQ3"><strong>MAG 7 Voices: Jensen Huang, Elon Musk, Mark Zuckerberg Shaped A Week Of AI Debate</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Roblox displayed on a tv screen and DualSense controller are seen in this illustration photo taken in Krakow, Poland on September 30, 2024.

Jefferies downgraded Roblox shares to ‘Underperform’ from ‘Hold’ and kept a $38 price target.

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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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