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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 strong Q3 results and raised outlook, led by surging U.S. commercial AI sales overtaking government revenue, are driving discussion. Despite the upbeat report, shares fell as traders debated whether growth was already priced in given the stocks high valuation, amid weakness in tech stocks.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples earnings beat estimates, but traders focused on a weaker margin outlook amid rising memory costs, along with soft results in China, iPad and wearables and slower Services growth. Some see the selloff as an overreaction to strong iPhone demand, while others cite margin pressure, slower growth and a high valuation as reasons for concern.

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

Attention centers on Novavaxs Sanofi partnership: the start of a Phase 3 flu/COVID combination trial triggered a major milestone, and traders are watching for clarity on vaccine sales, royalties and the outlook. Bulls see validation of a partner-led licensing model and Matrix-Ms potential, while skeptics question the scale of recurring revenue and point to weak uptake and a muted share-price response.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is drawing attention after a steep selloff ahead of its quarterly earnings, with traders also citing a Bank of America price-target cut and concerns about higher rates, credit conditions, and guidance. The community is split between expecting further downside if results disappoint and viewing the drop as setting up a rebound if earnings and outlook hold up.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Semiconductor shares are under pressure as investors question whether heavy AI and data-center spending will generate adequate returns, alongside broader tech selling. Traders are split between fears of a deeper correction and dip-buyers looking for a rebound after the sharp losses.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells announced all-stock acquisition of Lumentum has sparked a sharp selloff and debate over dilution, the price paid, and the long wait before closing. Critics see shareholder-value and execution risks, while some investors argue the deal strengthens Marvells position in AI data-center optical connectivity over the longer term.

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 centers on the U.S. midterm elections and how a possible shift in congressional control could affect DJT shares, with bearish traders anticipating pressure and bulls arguing the stock could rally. Many also characterize its moves as speculative pump-and-dump trading, while Iran-war and peace-talk headlines appear as a secondary source of market uncertainty.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

A report that nonprofit Usona may have filed an FDA application for psilocybin in major depression has raised fears of earlier competition for Compass Pathways COMP360, which is being developed for treatment-resistant depression. Traders disagree over how much the indications and Usonas nonprofit status limit the threat, while some question the reports confirmation and await clarity on Compasss own NDA timeline.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

WULFs sharp decline alongside AI and data-center peers, with traders focused on earnings risk and concerns about heavy spending, financing, and execution. Bulls point to its AI/HPC contracts and high short interest, while bears see continued downside in the sector selloff.

iShares Trust - iShares Biotechnology ETF

iShares Biotechnology ETF

Biotech sector rotation and relative strength are driving discussion: traders note IBB has held above key moving averages and outperformed small-cap XBI, despite a sector pullback. Some see a breakout and continued interest in biotech, while others remain cautious; upcoming pharma earnings and clinical updates are also in focus.

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Tandem Diabetes Care Announces Upcoming Conference Presentations

Tandem Diabetes Care, Inc. (Nasdaq: TNDM), a leading insulin delivery and diabetes technology company, today announced that management will present a company update at the following investor conferences:Jefferies Global Healthcare Conference on Thursday, November 19, 2026 at 8:00am Greenwich Mean...

Rapid Micro Biosystems, Inc. (RPID) May Report Negative Earnings: Know the Trend Ahead of Q3 Release

Rapid Micro Biosystems (RPID) 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.

Tandem Diabetes Care, Inc. (TNDM) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release

Tandem Diabetes Care (TNDM) 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.

Is it the Right Time to Hold TNDM Stock in Your Portfolio?

Tandem Diabetes is advancing next-generation insulin delivery technology and international expansion, but competition and supply constraints pose challenges to growth.

Diabetes Cell Therapy Enters a New Era as Billion-Dollar Market Opportunity Takes Shape

From Insulin Management To Cell Replacement: The Diabetes Revolution Is Accelerating   New York, NY – October 7, 2026 – Diabetes cell therapy is moving into a very different phase. For years, the idea of replacing damaged or lost insulin-producing cells sounded more like a long-term scientific goal than a practical treatment strategy. That is […]
The post Diabetes Cell Therapy Enters a New Era as Billion-Dollar Market Opportunity Takes Shape appeared first on Financial News Media.

Tandem Diabetes Care to Announce Third Quarter 2026 Financial Results on November 5, 2026

Tandem Diabetes Care, Inc. (Nasdaq: TNDM), a leading insulin delivery and diabetes technology company, plans to release its third quarter 2026 results after the financial markets close on Thursday, November 5, 2026. The Company will hold a conference call and simultaneous webcast on the same day at...

Tandem Mobi Automated Insulin Delivery System Now Available in Twelve International Markets

Tandem Diabetes Care, Inc. (NASDAQ: TNDM), a leading insulin delivery and diabetes technology company, today announced that Tandem Mobi, the worlds smallest, durable automated insulin delivery system for people living with diabetes,1 is now available in 12 countries outside the United States. The...

Tandem Diabetes Care (TNDM) Soars 7.7%: Is Further Upside Left in the Stock?

Tandem Diabetes Care (TNDM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.

Reasons to Retain Tandem Diabetes Stock in Your Portfolio Now

TNDM's expanding pump lineup and pay-as-you-go model support growth prospects, though macro and competitive pressures remain.

Aging Population Drives Healthcare Growth: Stocks to Watch

AbbVie, Tandem Diabetes Care and Amgen are targeting aging-related healthcare growth through advances in immunology, diabetes and cardiovascular care.

Tandem Diabetes Care, Inc. engages in the design, development, and commercialization of products for people with insulin-dependent diabetes. Its products include Tandem Mobi and t:slim X2 Insulin Pump. The company was founded by Paul M. DiPerna on January 27, 2006 and is headquartered in San Diego, CA.

Tandem Diabetes Care Inc

Why Did TNDM Stock Jump 5% After Hours Despite Q4 Earnings Miss?

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<ul class="summary-bullets"><li>The company's Q4 revenue of $290.4 million beat estimates, while U.S. revenue reached $210.5 million.</li><li>Tandem guided to $1.065 billion-$1.085 billion in revenue, incorporating $70 million-$80 million in pay-as-you-go headwinds in the U.S.</li><li>The insulin pumpmaker emphasized a shift toward a pharmacy-based, recurring revenue model.&nbsp;</li></ul>Shares of Tandem Diabetes Care, Inc. (TNDM) jumped about 5% after hours on Thursday as investors looked past a fourth-quarter (Q4) earnings miss and focused on record revenue, margins, and the insulin pumpmaker's shift toward a recurring, pharmacy-based revenue model.&nbsp;<a href="https://stocktwits.com/symbol/TNDM">TNDM stock</a> fell over 2% in Thursday’s regular session.<h2 class="st-heading-2">Strong US Demand Drives Growth</h2>Tandem reported Q4 revenue of $290.4 million, surpassing consensus estimates of $277.2 million and marking the strongest quarter in the company’s history. U.S. revenue reached $210.5 million, while worldwide pump shipments totaled 38,000, including 27,000 units in the U.S.The company reported a Q4 loss per share of $0.01, narrower than the $0.09 analysts had expected. However, it posted operating income of $8.3 million, or 3% of sales, alongside a record 58% gross margin.&nbsp;“Momentum built across the year and culminated in Q4 results where we set multiple records while delivering double-digit growth and improved profitability,” CEO John Sheridan said on the earnings call, adding that Tandem surpassed $1 billion in annual worldwide sales for the first time.<h2 class="st-heading-2">Tandem Full-Year Sales Top $1B</h2>For the full year, Tandem reported $1.015 billion in worldwide sales, more than 126,000 pump shipments, and gross margin expansion to 54%.&nbsp;During 2025, the company began the global commercial rollout of t:slim X2 integration with Abbott’s FreeStyle Libre 3 Plus sensor, launched Android mobile control for the Tandem Mobi system,&nbsp;and initiated direct commercial operations in select European countries. It also applied for FDA approval to expand Control-IQ+&nbsp;for use by women with diabetes during pregnancy.Tandem guided to 2026 revenue of $1.065 billion to $1.085 billion, below consensus of $1.10 billion. However, the company said that the outlook reflects intentional headwinds tied to its transition to a pay-as-you-go reimbursement model in the U.S. pharmacy channel.U.S. sales are projected at $730 million to $745 million, incorporating a $70 million to $80 million headwind from the pay-as-you-go shift, while international sales are expected to reach $335 million to $340 million.CFO Leigh Vosseller said on the call that the pay-as-you-go model removes upfront pump costs for patients and improves access, while gradually reshaping the business toward recurring, more predictable revenue. She added that this benefit may not be fully visible in 2026 sales figures.<h2 class="st-heading-2">Margins Set To Improve In 2026</h2>Tandem forecast gross margin of 56% to 57% and&nbsp;an adjusted EBITDA margin of 5% to 6% for 2026. The company said pump shipments, rather than revenue growth, will be the “clearest indicator” of progress in 2026, with U.S. shipments expected to rise 10% to 11%.On the call, Sheridan noted upcoming product and pipeline milestones, including broader sensor integrations, international scaling of the Mobi platform, and plans to launch a tubeless Mobi option later in 2026. He also reiterated the company’s plans to advance toward a fully closed-loop insulin delivery system.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for TNDM was ‘extremely bullish’ amid a 1,050% surge in 24-hour message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/tndm_ss_png_c785cee119.webp" alt="tndm ss.png" width="972" height="142"><figcaption>TNDM sentiment and message volume as of February 20 | Source: Stocktwits</figcaption></figure>One&nbsp;<a href="https://stocktwits.com/labibaouf/message/645390457">user</a> expects the stock to cross the $30 level soon.<stembedurl>https://stocktwits.com/labibaouf/message/645390457</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Lambster2/message/645406116">said</a>, It's all about what's ahead. I think tomorrow it crosses $20.”<stembedurl>https://stocktwits.com/Lambster2/message/645406116</stembedurl>TNDM stock has declined 16% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration a Tandem Diabetes Care logo is seen on a smartphone and a pc screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

For the full year, Tandem reported $1.015 billion in worldwide sales and over 126,000 pump shipments.

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$TNDM they have the best algorithm of any insulin pump delivery system and trust is all that matters when your life depends on it. They are building a loyal customer base much like $AAPL who will no doubt have to get into the medical industry sooner or later and microdosing is all the rage now.  
 
What are insulin pumps but a device to microdose. Next up will be LSD, ketamine, god knows what but the infusion site will be dramatically different along with the sensors $DXCM . Not the pump though, the pump can stay pretty much the same.

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