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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Despite strong revenue, Meta is trending down after hours, with discussions focusing on a one-time tax charge impacting EPS and increased capital expenditure forecasts for AI buildout in 2026. The community is debating whether the dip is a buying opportunity or a sign of overspending concerns, with some pointing to a potential overreaction by algos. Others mention the potential impact of Trump's China deal and the easing of tensions with China, along with potential upgrades around mid-November.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors discuss its AI infrastructure and monetization compared to competitors like Nvidia. Community members are debating the impact of earnings, with some seeing a buying opportunity in any dips, while others focus on forward guidance and capital expenditure. The stock's reaction to earnings and its stake in OpenAI are also key discussion points.

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 C

GOOG is trending due to positive sentiment and recent all-time highs, with the community anticipating a strong earnings report driven by AI and cloud growth, leading to speculation about future price targets. Discussions also highlight Google's advancements in quantum computing and potential partnerships, reinforcing its position in the tech sector. Some traders remain cautious, pointing to overbought conditions and the potential for a post-earnings pullback.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARBB is trending due to a significant after-hours surge, sparking discussions about a potential short squeeze and comparisons to other high-flying stocks. Community members are actively debating whether to hold overnight, anticipating further gains, or if the move is unsustainable. The stock's low float and recent contracts are also being cited as potential drivers for continued momentum.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

$GOOGL is trending as anticipation builds for earnings, with analysts bullish on AI and cloud growth potentially driving the stock higher. Community members are actively discussing upgrade targets and the potential for a post-earnings rally, while also considering hedging strategies given the overall market volatility. The stock's strong performance relative to peers, and increasing capital expenditures are key discussion points.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle's stock is trending downwards after disappointing earnings and lowered guidance, with concerns about declining customer traffic and macroeconomic pressures. The community is discussing whether the stock is oversold and if a significant bounce is likely. Many express concerns about high prices, reduced portion sizes, and declining food quality impacting the brand's popularity.

Emergent BioSolutions Inc. engages in the development, manufacture, and commercialization of medical countermeasures. It operates through the following segments: Commercial Product Sales, MCM Product Sales, and Services. The Commercial Product Sales segment includes NARCAN products and other commercial products that were sold as part of the travel health business. The MCM Product Sales segment focuses on the Anthrax - MCM products, Smallpox - MCM products and other products. The Services segment consists of the company’s Bioservices offerings. It offers products for civilian and military populations that address accidental, intentional, and naturally occurring public health threats. The company was founded by Fuad El-Hibri on September 5, 1998 and is headquartered in Gaithersburg, MD.

Emergent Biosolutions Inc

Emergent BioSolutions is trending after a surprise Q3 profit and upgraded guidance sparked bullish sentiment among retail traders. The community is focused on a potential short squeeze, with some anticipating a re-rating of the stock. Optimism is fueled by discussions of debt repayment, potential buyouts, and the company's future revenue prospects.

Vanguard Group, Inc. - Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF

VTI is trending due to a mix of political and economic factors, including discussions around Trump's policies and their impact on various sectors. Community members are debating the potential effects of tariffs, trade deals, and government actions on market stability and individual companies. There's also active discussion about the Federal Reserve's interest rate decisions and their implications for future economic growth.

Sprouts Farmers Market, Inc. engages in the operation of healthy grocery stores. The firm specializes in fresh, natural and organic products. Its products include fresh produce, bulk foods, vitamins and supplements, grocery, meat and seafood, deli, bakery, dairy, frozen foods, body care and natural household items. The company was founded by Stan Boney, Shon Alexander Boney, and Kevin K. Easler on July 11, 2002 and is headquartered in Phoenix, AZ.

Sprouts Farmers Market Inc

Sprouts Farmers Market is trending as the community discusses the recent share repurchase authorization of $1 billion. While some investors see this as a bullish signal and buying opportunity, others express concerns about lowered guidance and potential challenges ahead for the grocery chain, drawing comparisons to sector averages. The debate centers on whether the buyback will offset concerns about the company's growth prospects and valuation.

FMC Corp. is an agricultural sciences company, which engages in the provision of solutions to growers and development of pipeline in crop protection, plant health, agriculture, pest control, and turf management. It offers insect control products under the Rynaxypyr and Cyazypyr brands, herbicides under the Authority, Boral, Centium, Command, and Gamit brands, insecticides under the Talstar and Hero brands, flutriafol-based fungicides, and bionematicides under the Quartzo and Presence brands. The company was founded by John Bean in 1883 and is headquartered in Philadelphia, PA.

FMC Corp.

FMC's stock is trending due to a significant after-hours drop following earnings, driven by a cut to the dividend and lower guidance. The community is actively discussing whether the steep decline is an overreaction and speculating on potential recovery strategies, along with the future of the company's leadership. While some investors see a buying opportunity amidst the volatility, others are concerned about the long-term implications of the dividend cut and reduced earnings outlook.

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Qorvo Investor Alert By The Former Attorney General Of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Qorvo, Inc. - QRVO

Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (KSF) are investigating the proposed sale of Qorvo, Inc. (NasdaqGM: QRVO) to Skyworks...

Halper Sadeh LLC Encourages AL, FMNB, MBCN, SWKS Shareholders to Contact the Firm to Discuss Their Rights

Halper Sadeh LLC Encourages AL, FMNB, MBCN, SWKS Shareholders to Contact the Firm to Discuss Their Rights Halper Sadeh LLC Encourages AL, FMNB, MBCN, SWKS Shareholders to Contact the Firm to Discuss...

$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Skyworks Solutions, Inc. (NASDAQ: SWKS)

$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Skyworks Solutions, Inc. (NASDAQ: SWKS) $HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Skyworks...

Skyworks (SWKS) Upgraded to Buy: What Does It Mean for the Stock?

Skyworks (SWKS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Analysts Estimate Skyworks Solutions (SWKS) to Report a Decline in Earnings: What to Look Out for

Skyworks (SWKS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

SWKS Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of Skyworks Solutions, Inc. Is Fair to Shareholders

Halper Sadeh LLC, an investor rights law firm, is investigating whether the merger of Skyworks Solutions, Inc. (NASDAQ: SWKS) and Qorvo, Inc. is fair to Skyworks shareholders. Upon completion of the...

<ul class="summary-bullets"><li>The merger will create a company with about $7.7 billion in annual revenue.</li><li>Skyworks expects the deal to deliver more than $500 million in annual cost synergies within three years.</li><li>The transaction, subject to regulatory and shareholder approvals, is expected to close in 2026.</li></ul>Skyworks Solutions (SWKS) announced on Monday that it will acquire Qorvo (QRVO) in a cash-and-stock transaction valuing the combined company at about $22 billion.<a href="https://stocktwits.com/symbol/QRVO">QRVO’s stock</a> rose as much as 13% in pre-market trade, with retail sentiment on Stocktwits surging from ‘extremely bullish’ to ‘neutral’ territory as chatter jumped to ‘high’ from ‘low’ levels over the past day. Meanwhile,&nbsp;<a href="http://stocktwits.com/symbol/SWKS">SWKS’ stock</a> rose as much as 12% with retail sentiment climbing to ‘bullish’ from ‘neutral’ territory, as chatter ticked higher within ‘neutral’ levels.<h2 class="st-heading-2">Terms Of Skyworks-Qorvo Merger</h2>Under the agreement, Qorvo shareholders will receive $32.50 in cash and 0.96 Skyworks shares for each Qorvo share. Following the merger, Skyworks shareholders will own roughly 63% of the combined entity, while Qorvo investors will hold 37%. The transaction will be funded through Skyworks’ cash reserves and debt financing arranged by Goldman Sachs Bank USA, the company said.Phil Brace, currently chief executive of Skyworks, will lead the merged company, while Qorvo CEO Bob Bruggeworth will join its board. The combined board will include 11 members, eight from Skyworks and three from Qorvo.The transaction, subject to regulatory and shareholder approvals, is expected to close in 2026.<h2 class="st-heading-2">Scale And Synergies</h2>Skyworks said the merger will create a company with about $7.7 billion in annual revenue and $2.1 billion in adjusted earnings before interest, tax, depreciation, and amortization (EBITDA). It added that this would position both entities to better compete with larger chipmakers. According to Skyworks, the deal is expected to deliver more than $500 million in annual cost synergies within three years.&nbsp;The combined firm will operate a $5.1 billion mobile business and a $2.6 billion “Broad Markets” segment focused on defense, aerospace, edge IoT, automotive, and AI data center applications. Those end-markets, both companies said, offer longer product cycles and higher-margin opportunities.Skyworks and Qorvo said the merger will expand U.S. manufacturing capacity and improve factory utilization across their domestic network. The combined firm will employ about 8,000 engineers and hold more than 12,000 issued and pending patents.By consolidating R&amp;D and production, the new company aims to compete more effectively with global semiconductor rivals and capture growth from rising demand for advanced RF systems and AI-driven electronics.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-holds-near-114-k-ahead-of-fed-rate-decision-sol-xrp-edge-higher/cLGjgObR3H9">Bitcoin Holds Near $114K Ahead of Fed Rate Decision — SOL, XRP Edge Higher</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Skyworks Solutions, Inc. is displayed on a smartphone screen with a stock market chart in the background, on May 04, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

Skyworks, Qorvo To Merge In $22 Billion Semiconductor Deal

The merger will create a company with about $7.7 billion in annual revenue.

Equity

The merger will create a company with about $7.7 billion in annual revenue.


<ul class="summary-bullets"><li>Based on Monday’s closing price, Qorvo has a market capitalization of $8.53 billion compared to Skyworks’ $11.3 billion.</li><li>Apple accounted for 63% of Skyworks’ revenue and 41% of Qorvo’s.&nbsp;</li><li>Last week, Mizuho analyst Vijay Rakesh downgraded shares of Skyworks and Qorvo to ‘Underweight’ from ‘Neutral.’</li></ul>&nbsp;Qorvo, Inc. (QRVO) shares climbed sharply in Tuesday’s early premarket session, reacting to a report that suggested a takeover interest from peer Skyworks Solutions, Inc. (SWKS).While&nbsp;<a href="https://stocktwits.com/symbol/QRVO">Qorvo stock</a> climbed 10.24% in premarket,&nbsp;<a href="https://stocktwits.com/symbol/SWKS">Skyworks stock</a> fell 1.6%.<h2 class="st-heading-2">The Qorvo Deal Rumor</h2>An Information&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/apple-supplier-skyworks-held-talks-buy-8-billion-rival-qorvo?utm_campaign=%5BREBRAND%5D+RTSU+-+Aut&amp;utm_content=1109&amp;utm_medium=email&amp;utm_source=cio&amp;utm_term=129">report,</a> citing people familiar with the matter, stated that Skyworks held talks in recent months to buy Qorvo. Both companies have recently warned that sales to their biggest customer — Apple — have weakened. Other rivals were winning business, it added.It wasn’t yet clear whether the struggling Apple suppliers had clinched an agreement.Based on Monday’s closing price, Qorvo has a market capitalization of $8.53 billion compared to Skyworks’ $11.3 billion.Skyworks and Qorvo are manufacturers of high-performance analog and mixed-signal semiconductors. According to Koyfin's transcripts of the latest earnings calls for these companies, Apple accounted for 63% of Skyworks’ revenue and 41% of Qorvo’s. Qorvo’s primary end markets included automotive, consumer, defense &amp; aerospace, industrial &amp; enterprise, infrastructure, and mobile.<h2 class="st-heading-2">What Retail Feels About M&amp;A Rumor</h2>On Stocktwits, retail sentiment toward Qorvo stock improved to ‘bullish’ by early Tuesday, from ‘neutral’ a day ago. The message volume also perked up to ‘high’ levels. Meanwhile, sentiment toward the Skyworks stock remained ‘neutral’ but the message volume declined to ‘low’ levels.Last week, Mizuho analyst Vijay Rakesh&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/skyworks-qorvo-downgraded-to-sell-on-macro-lackluster-i-phone-shipments/ch6CiGtR3oS">downgraded shares&nbsp;</a>of Skyworks and Qorvo to ‘Underweight’ from ‘Neutral.’Mizuho’s Rakesh attributed his downbeat opinion to a tougher macro backdrop and limited stock-moving catalysts for radio-frequency and handsets. The analyst expects 2026 iPhone unit shipments to decline 7% year over year (YoY) following a strong 2025 performance. He also expects the new foldable iPhone with high selling prices to delay upgrades, impacting both Skyworks and Qorvo.More clarity on the fundamental outlook for these companies could emerge when Apple reports quarterly results on Oct. 30. While Qorvo is scheduled to announce its September quarter results after the market closes on Nov. 3, Skyworks is due to report a day later.For the year-to-date period, QRVO stock has gained about 32%, while SWKS shares have lost about 12%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-wobble-after-3-day-rally/cLGjeSpR3uz">&nbsp;</a><a href="https://stocktwits.com/news-articles/markets/equity/fed-decision-nears-as-markets-bet-on-jerome-powell-holding-the-line/cLGjaGDR3Hc">Fed Decision Nears As Markets Bet On Jerome Powell Holding The Line At October Meeting</a>

The technician laying CPU in the motherboard socket.

Apple Supplier Qorvo’s Stock Jumps Over 10% In Premarket, Here’s Why

Apple accounted for 63% of Skyworks’ revenue and 41% of Qorvo’s. 

Ahead of Apple’s quarterly results, the shares of two of its suppliers received bearish recommendations from analysts.&nbsp;Mizuho analyst Vijay Rakesh downgraded shares of Skyworks Solutions, Inc. (SWKS) and Qorvo, Inc. (Qorvo) from ‘Neutral’ to ‘Underweight,’ the summary of the notes carried by the Fly showed. The analyst also cut the price target for Skyworks stock to $60 from $70, and that for Qorvo to $75 from $87. The new price targets imply downside potential of 20.3% and 18.6%, respectively, for the stocks, from their respective closing prices on Friday.Reacting to the downgrades,&nbsp;<a href="https://stocktwits.com/symbol/SWKS">Skyworks stock</a> fell 2.60% to $73.36 in overnight trading, according to Yahoo Finance, while <a href="https://stocktwits.com/symbol/QRVO">Qorvo stock</a> slipped 2.15% to $90.15.Irvine, California-based Skyworks and Qorvo are manufacturers of high-performance analog and mixed-signal semiconductors. According to transcripts of the latest earnings call of these companies provided by Koyfin, Apple accounted for 63% of Skyworks’ revenue and 41% of Qorvo’s. Qorvo’s primary end markets included automotive, consumer, defense &amp; aerospace, industrial &amp; enterprise, infrastructure and mobile.Mizuho’s Rakesh attributed his downbeat opinion to a tougher macro backdrop and limited stock-moving catalysts for radio-frequency and handsets. The analyst expects 2026 iPhone unit shipments to decline 7% year-over-year (YoY) following a positive performance in 2025. He also expects the new foldable iPhone with high selling prices to delay upgrades, impacting both Skyworks and Qorvo.Mizuho also flagged China headwinds for these companies as subsidies fade into 2026. More clarity on the fundamental outlook for these companies could emerge when Apple&nbsp;reports quarterly results on Oct. 30.On Stocktwits, retail sentiment toward Skyworks stock remained ‘bullish,’ although the reaction to the downgrade hasn’t been fully captured yet. The message volume on the stream increased slightly to ‘normal’ levels. Retail mood toward Qorvo remained ‘neutral,’ with the message volume at a ‘low’ level.For the year-to-date period, Skyworks stock has lost 12.5%, while Qorvo stock has jumped 32%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/activist-investor-turns-up-heat-on-cooper-urges-bausch-lomb-merger-to-boost-returns-report/ch6CWJvR3oK">Activist Investor Turns Up Heat On Cooper, Urges Bausch + Lomb Merger To Boost Returns: Report</a>

The close up image of the CPU and Motherboard - stock photo

Apple Suppliers Skyworks, Qorvo Downgraded To Sell: Analyst Cites Tougher Macro Backdrop, Lackluster iPhone Shipments

According to transcripts of the latest earnings call of these companies provided by Koyfin, Apple accounted for 63% of Skyworks’ revenue and 41% of Qorvo’s.

Skyworks Introduces Expanded Wi-Fi 7 Portfolio with Next-Generation, High-Efficiency and High-Performance Front-End Modules and Filters

Skyworks Solutions, Inc. (Nasdaq: SWKS), a global leader in high-performance analog and mixed-signal semiconductors, today introduced the expansion of its Wi-Fi 7 portfolio. Skyworks new...

Skyworks Solutions, Inc. engages in the development, manufacture, and provision of analog and mixed-signal semiconductor products and solutions for applications including aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet, and wearables. Its products include amplifiers, attenuators, circulators, demodulators, detectors, diodes, directional couplers, front-end modules, hybrids, isolators, lighting and display solutions, mixers, modulators, optocouplers, opt isolators, phase shifters, synthesizers, power dividers and combiners, receivers, switches, and technical ceramics. The company was founded in 1962 and is headquartered in Irvine, CA.

Skyworks Solutions, Inc.

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