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Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavaxs quarterly results and raised full-year revenue outlook, supported by a milestone from its Sanofi vaccine partnership and further cost reductions, are driving attention. Many traders welcome the improved financial outlook, while others remain disappointed by the lack of a new partnership or oncology update and question the companys execution and reliance on Sanofi.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff is hammering SOXL, with traders citing fears that a Democratic-led Congress could constrain AI and data-center expansion; the funds 3x leverage is amplifying the losses. The community is split between warnings that the AI trade is unwinding and dip-buyers who see an oversold, fear-driven move and expect a rebound.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELH is drawing attention after quarterly results topped expectations, with Alani Nu growth driving portfolio revenue while the core Celsius brand declined and margins compressed. Traders welcomed the earnings beat but debated whether Alani can sustain growth and offset weakness in the flagship brand and profitability pressures.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Better-than-expected quarterly results and a raised outlook, especially managements accelerated Recorlev growth trajectory, are driving attention. Traders are largely celebrating the companys execution, while some also speculate about a possible acquisitiona rumor not confirmed by the company.

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 earnings reaction is the main focus: traders say handset weakness and a slightly softer earnings outlook overshadowed a modest quarterly beat, prompting a sharp selloff. Others view the decline as excessive and point to growth beyond phones in automotive, data centers and the SpaceX 5G partnership, though they debate whether that can offset handset and margin pressure.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arms quarterly earnings beat was overshadowed by limited upside in its outlook and softer-than-hoped royalty growth, while semiconductor and AI stocks faced broad selling pressure. Traders debate whether strong licensing and data-center demand can sustain growth or whether sluggish recurring royalties and a high valuation leave the shares vulnerable.

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

Fears that Democratic control of Congress could bring tighter AI and data-center rules have fueled a sharp selloff in SanDisk and other memory-chip stocks. Traders debate whether the pullback reflects a lasting slowdown in AI infrastructure spending and cyclical memory pricingor an overreaction given strong recent results and continued demand.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances Q3 report drew attention for record revenue, expanding gross margins and a reaffirmed full-year outlook, but the share-price reaction disappointed many bullish traders. Discussion also centers on uncertainty around the NSCLC data and the timing of a planned lung-cancer sBLA, with some viewing the commercial progress as strong while others want clearer guidance before turning more positive.

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

Fears that tighter AI rules or data-center permitting delays could slow the buildout are weighing on Nvidia and semiconductor stocks, alongside concerns about the sustainability and financing of AI spending. Traders are split: bulls see the policy risks as overblown and expect demand to continue, while bears warn that delayed projects and concentrated, debt-backed spending could pressure chip demand.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unitys quarterly results sharply beat expectations, marking its first GAAP-profit quarter since going public, while strong Vector advertising growth and upbeat guidance fueled a sharp share-price jump. Traders largely celebrated the results and discussed a possible breakout or short squeeze, though some questioned whether the rally can clear long-term resistance and warned of profit-taking.

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SNAP Stock Slides 11% After Daily Active User Growth Falls Short of Wall Street Projections

Snaps quarterly report missed revenue and daily-active-user expectations, with sluggish advertising growth weighing on shares despite improved profitability and a stronger outlook. Traders are split between optimism about cash flow and subscriptions and concerns that weak user and ad trendsand the planned shift from DAU to MAU reportingobscure the core businesss momentum.

The selloff appears tied to Snaps Q3 user-growth shortfall: daily active users were 495 million versus 499 million expected, while sluggish advertising growth added to concerns. Those weaknesses overshadowed improved profitability and a stronger-than-expected Q4 revenue outlook.

'Digital ID Checks For All': Ofcom's Plan For UK's Under-16 Social Media Ban Puts Adults In The Age-Check Line Too

'Digital ID Checks For All': Ofcom's Plan For UK's Under-16 Social Media Ban Puts Adults In The Age-Check Line Too

 Privacy campaigners have argued for months that this is where an age ban ends up. In March, Big Brother Watch titled a post "A social media ban for under-16s = digital ID...

Snap (SNAP) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for Snap (SNAP) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Snap (SNAP) Lags Q3 Earnings and Revenue Estimates

Snap (SNAP) delivered earnings and revenue surprises of -6.25% and -0.01%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Snapchat reported its Q3 earnings on Wednesday

Snapchat reported its Q3 earnings on Wednesday...

SNAP Stock Slides 11% After Daily Active User Growth Falls Short of Wall Street Projections 

Equity

Snap Inc.’s daily user growth missed analyst expectations even as the company posted a profitable quarter and strong revenue gains. 


Snap Swings To Q3 Profit; Revenue Rises 14%

(RTTNews) - Snap Inc. (SNAP), the parent company of Snapchat, on Wednesday reported a swing to third-quarter profit from a year-ago loss, driven largely by 14% revenue growth and stronger operating performance...

Snap Inc. Announces Third Quarter 2026 Financial Results

Snap Inc. (NYSE: SNAP) today announced financial results for the quarter ended September 30, 2026. In Q3, we generated positive net income as revenue grew 14% year-over-year to $1.72 billion, reflecting the progress we are making to build a more profitable business, said Evan Spiegel, co-founder...

Snap (SNAP) Q3 Earnings on the Horizon: Analysts' Insights on Key Performance Measures

Evaluate the expected performance of Snap (SNAP) for the quarter ended September 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Stocktwits Tech Watch: Apple And Palantir To Kick Off Tech Earnings In Another Crucial Week, AMD To Settle Chip Debate After Intel’s Warning

Tech stocks gain in Monday’s premarket after a sharp fall last week.


What To Expect In Markets This Week: AAPL, PLTR, AMD, SMCI, SHOP, Earnings, Jobs Report And More

The week will bring results from some of the market’s most closely watched technology companies, while a major labor-market report could provide an important read on the health of the U.S. economy.

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

• Reported GAAP EPS of $0.03 up 150.00% YoY
• Reported revenue of $1.72B up 14.31% YoY

Stocktwits

Snap Inc

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.03 up 150.00% YoY
• Reported revenue of $1.72B up 14.31% YoY

This account has been verified as an official STOCKTWITS representative.

Stocktwits Earnings

• Reported GAAP EPS of $0.03 up 150.00% YoY
• Reported revenue of $1.72B up 14.31% YoY

Snap Inc. reported a 6% year-over-year North America DAU decline, a nine-month net loss, and disclosed that technical issues may cause user undercounting, potentially increasing in Rest of World markets.

Snap Inc. delivered Q3 revenue growth and positive net income, generated higher operating and free cash flow, and cited AIs advertising-platform advantage alongside SPECS augmented-reality launch.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Neutral Sentiment

<ul class="summary-bullets"><li>Snap reported 495 million daily active users (DAUs) for the period ending September 30, missing the 499 million Wall Street analysts expected.&nbsp;</li><li>Revenue rose 14% year-over-year to $1.72 billion, matching average consensus estimates, while net income swung to a positive $56 million.&nbsp;</li><li>The Snapchat maker projected fourth-quarter sales between $1.95 billion and $1.99 billion, slightly outpacing analyst expectations.&nbsp;</li></ul>Snap Inc. (SNAP) share price tumbled 11% after-hours on Wednesday after the company’s dwindling user growth offset optimism around improved financial cost structures and a better-than-expected Q4 outlook.&nbsp;In the quarter ending September, total revenue increased 14% year-over-year to $1.72 billion, aligning with Wall Street estimates. Chief Financial Officer Doug Hott noted that the total cost structure grew by just 1% over the same period. Snap reported 495 million daily active users (DAUs) for the period ending September 30, falling short of the 499 million anticipated by Wall Street analysts.&nbsp;The company generated net income of $56 million, a substantial recovery from a net loss of $104 million in the same period last year, while operating cash flow rose 44% to $210 million and free cash flow increased 76% to $164 million, an opposing situation compared to other social media firms focused on AI.&nbsp;<h2 class="st-heading-2">Executive Remarks And Strategic Priorities</h2>Reflecting on the quarter, Co-Founder and Chief Executive Officer Evan Spiegel emphasized the company's financial progress while addressing its core hurdles.“AI is becoming a meaningful advantage for Snap, helping us improve our products faster, serve our community more effectively, and work more efficiently,” Spiegel said in his prepared remarks.“While advertising revenue growth remains below our ambitions, advertisers are seeing the benefits of our performance improvements. Our focus now is to turn these improvements into broader adoption, more meaningful share of advertiser budgets, and more durable growth.”Chief Commercial Officer Ronan Harris said direct response advertising grew robustly due to improved purchase outcomes, though upper-funnel brand advertising declined year over year.Meanwhile, Chief Financial Officer Doug Hott outlined the company's upcoming metric transitions, noting that beginning in the first quarter of 2027, global monthly active users (MAUs) and MAU-based revenue per user will become primary metrics.<h2 class="st-heading-2">Product Innovation And Regulatory Pressures</h2>Snap continues to bet heavily on artificial intelligence and hardware to drive future expansion. The company is taking orders for its $2,195 AI-powered augmented reality glasses, known as Specs, with shipments slated to begin later this year. Furthermore, paid subscriptions crossed the 30 million mark across Snapchat+, Memories Storage, and Lens+.The platform also faces mounting headwinds, including legal scrutiny and international discussions regarding social media restrictions for teenagers. Snap warned investors that these regulatory challenges could introduce significant shifts to its product designs and operational workflows.“We continue to monitor the evolving legal and regulatory landscape in the United States and internationally that could materially impact our business and financial results, including increased regulatory scrutiny on youth-related issues,” Hott added.&nbsp;“While outcomes remain uncertain, they may result in significant changes to our products and business practices, increased compliance requirements and legal costs, increased payments for legal judgments and settlements, and negative impacts to user growth and engagement.”<h2 class="st-heading-2"><a class="mention" data-mention="$SNAP" data-symbol-id="SNAP" href="https://stocktwits.com/symbol/SNAP" target="_blank">SNAP Stock</a>: Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘bullish’ with ‘high’ message volumes.&nbsp;A user was particularly bullish on the results and highlighted&nbsp;that the “panic sell” was for “nothing.”<stembedurl>https://stocktwits.com/Line_Line/message/668203347</stembedurl>SNAP stock has lost around 24% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Snapchat app page is displayed on a smartphone in the Apple App Store in front of the Snap Inc. logo on October 27, 2024 in Chongqing, China. 

Snap Inc. (SNAP) share price tumbled 11% after-hours on Wednesday after the company’s dwindling user growth offset optimism around improved financial cost structures and a better-than-expected Q4 outlook.

More bullish - Specs changes the story

Same - still neutral / wait and see

More bearish - pricey hardware, cash burn worries

Already bearish - staying short / avoiding

$2,195 Specs are here. $SNAP says it's the future. Are you a believer or is this just going to burn cash and investors.

Snap ($SNAP) just unveiled its $2,195 Specs AR glasses at AWE. After the announcement, where are you on the stock? 
 
Drop a comment if you own the stock.

) just unveiled its $2,195 Specs AR glasses at AWE. After the announcement, where are you on the stock? 
 
Drop a comment if you own the stock.

Stocktwits Polls

Traders are closely watching the shift to GAAP profitability and growing free cash flow as a major milestone for the company.

Investors are expressing significant disappointment over sluggish Daily Active User numbers and slowing ad growth metrics.

Significant frustration is mounting regarding high stock-based compensation and dilution which many feel rewards management over shareholders.

Bullish investors are highlighting the 84% growth in non-ad revenue as a sign that the subscription business model is becoming a vital revenue engine.

Market participants are lamenting the recurring post-earnings selloff trend, which has become a frustratingly predictable cycle for many long-term holders.

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