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Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana (CVNA) is trending with high volatility after its earnings report missed adjusted profit estimates despite record revenue, fueling intense community debate around its business model, heavy reliance on loan sales, and perceived accounting practices amid a lack of clear forward guidance.

TOSHI

TOSHI is actively discussed as the community observes bullish charting patterns and increasing volume, signaling potential for a breakout amidst a broader altcoin season, with many highlighting its role as the "face of Base" within the Coinbase ecosystem.

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

DoorDash Inc - Ordinary Shares - Class A

DoorDash is trending due to a significant after-hours rally following its mixed Q4 earnings, where the stock surged despite missing revenue and EPS estimates but provided a strong outlook for Q1 Marketplace GOV. This has sparked a heated debate, with bulls cheering the unexpected rebound and growth prospects, while bears remain skeptical, citing valuation and the earnings misses.

VisionWave Holdings, Inc. engages in the forefront of revolutionizing defense capabilities by integrating advanced artificial intelligence (AI) and autonomous solutions across air, ground, and sea domains. The company was founded on March 20, 2024 and is headquartered in Wilmington, DE.

VisionWave Holdings Inc.

VisionWave Holdings, Inc.

VisionWave Holdings is generating buzz from a $10 million statement of work for its qSpeed-Mine cryptocurrency acceleration platform and a strategic agreement with SaverOne to develop an RF-based defense platform. Community conversation also highlights recent institutional interest, including a significant stake from Goldman Sachs, positioning the low-float stock for potential upside across its AI, defense, and autonomous systems portfolio.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is trending due to recent conditional marketing authorization for its bladder cancer drug Anktiva across 33 European countries, alongside earlier approval in Saudi Arabia for both bladder and lung cancer. This global expansion, highlighted by Dr. Patrick Soon-Shiong's active communication about further international growth and hiring, fuels strong community discussion about the drug's broad potential, substantial short interest, and the increasing pressure on bears as the company's valuation rises.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Zevra Therapeutics is trending amidst community debate over a recent Delaware court ruling favoring Commave in a lawsuit, which some fear could lead to "nine-figure" remedies and highlights ongoing frustration with management's perceived ethics. This legal setback is, however, being met with strong speculation of an imminent acquisition following a key board appointment with M&A expertise, while investors also await European approval for MIPLYFFA and long-term data, despite persistent frustration over the stock's valuation and perceived manipulation.

Chewy, Inc. operates as an online retailer of pet food and other pet-related products and services. It supplies pet medications, food, treats and other pet-health products and services for dogs, cats, fish, birds, small pets, horses, and reptiles. It has a portfolio of pet healthcare offerings that includes Chewy Pharmacy, Connect with a Vet, and CarePlus, an exclusive suite of pet-first insurance and wellness plans. The company was founded by Ryan Cohen and Michael Day in September 2011 and is headquartered in Plantation, FL.

Chewy Inc - Ordinary Shares - Class A

Chewy Inc

Chewy is trending due to a significant and sustained downturn, reaching new 52-week lows amidst investor frustration and confusion. The community is actively debating whether the stock has found a bottom, pointing to recent leadership changes, a weaker outlook, and broader macroeconomic concerns affecting pet spending, all while anticipating the upcoming March earnings report for a potential catalyst.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is trending after announcing its acquisition of Kodiak Building Partners, a move the community sees as a significant step in Brad Jacobs' ambitious strategy to consolidate and transform the building materials distribution industry, fueling expectations for further M&A activity and long-term growth.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is trending heavily ahead of its anticipated earnings report, which follows its recent crossing of a trillion-dollar market capitalization. Community discussion is sharply divided, with bulls highlighting strong e-commerce and resilient consumer demand for value, while bears focus on its unusually high price-to-earnings ratio and potential for a correction.

Personalis, Inc. engages in the provision of advanced genomic tests for cancer. The firm is also involved in providing sequencing and data analysis services to support population sequencing initiatives. The company was founded by Euan A. Ashley, Michael Snyder, Atul J. Butte, John S. West, and Russ B. Altman in February 2011 and is headquartered in Fremont, CA.

Personalis Inc

Personalis is trending after securing Medicare coverage for its NeXT Personal MRD test in lung cancer, a pivotal milestone that the community sees as validating its ultra-sensitive technology and accelerating revenue potential in the rapidly expanding precision oncology market. Investors are closely watching for additional reimbursement approvals, anticipating significant long-term growth and a re-rating of the stock.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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<ul class="summary-bullets"><li>The company posted a smaller-than-expected drop in its total revenue for the fourth quarter of 2025.</li><li>Company’s adjusted diluted earnings per share of $0.71 in the fourth quarter beat analyst estimates of $0.59 per share, as per fiscal.ai.&nbsp;</li><li>The company expects Q1 2026 Revenue to be within a range of $270.0 million to $300.0 million, analysts expect Q1 revenue of $263.2 million.&nbsp;</li></ul>Enphase Energy shares rallied 22% during the extended hours of trading on Tuesday despite posting a drop in its fourth quarter revenue and profit from its year-ago quarter.&nbsp;The&nbsp;energy technology firm forecasted strong first quarter revenue that has impressed investors and sparked optimism among traders.&nbsp;<h2 class="st-heading-2">Q4 Earnings</h2>The company posted a smaller-than-expected drop in its total revenue for the fourth quarter of 2025. Its revenue was $343.3 million, compared to $382.7 million in the third quarter of 2025, hurt by decline in revenue in the United States due to the lower safe harbor and storage revenue.&nbsp;Analysts on average were expecting a revenue of $340.1 million, as per fiscal.ai. The revenue was also hit by softer demand for its services in the European region as well, the company said in a statement.&nbsp;Company’s adjusted diluted earnings per share of $0.71 in the fourth quarter beat analyst estimates of $0.59 per share, as per fiscal.ai.&nbsp;It said it exited the fourth quarter of 2025 with $1.51 billion in cash, cash equivalents and marketable securities and generated $47.6 million in cash flow from operations.<h2 class="st-heading-2">Outlook</h2>The company expects Q1 2026 revenue to be within a range of $270.0 million to $300.0 million, which includes shipments of 100 to 120 MWh of IQ batteries. This outlook includes approximately $35.0 million of safe harbor shipments. Analysts expect Q1 revenue of $263.2 million.&nbsp;Enphase also expects adjusted gross margin to be within a range of 42.0% to 45.0%, including approximately five percentage points of reciprocal tariff impact.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around ENPH trended in ‘extremely high’ territory amid ‘extremely high’ message volume.&nbsp;One user praised the company’s management and said, “The leadership steering this company is top notch. Battery storage is the future and these guys are extremely competent and will deliver”.&nbsp;<stembedurl>https://stocktwits.com/cemarsh/message/643889751</stembedurl>Another user said that the turnaround of ENPH is ‘well underway’.<stembedurl>https://stocktwits.com/RazorbackAJ/message/643888311</stembedurl>Shares in the company have fallen 37% over the past 12 months.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of Enphase Energy Inc. 

Enphase Energy Shares Are Surging 22% Despite Drop In Q4 Revenue – What’s Driving The Rally?

The company forecasted strong first quarter revenue that has impressed investors and sparked optimism among traders. 

Equity

The company forecasted strong first quarter revenue that has impressed investors and sparked optimism among traders. 


<ul class="summary-bullets"><li>The company expects net sales of at least $12.3 billion for the third quarter of fiscal year 2026 ending March 31, 2026, above Wall Street projections of $10.2 billion.&nbsp;</li><li>A SMCI executive said that despite supply chain challenges in the industry, SMCI’s global manufacturing team executed well in delivering record revenue orders.&nbsp;</li><li>The upbeat results made the stock the top trending stock on Stocktwits platform.&nbsp;</li></ul>Super Micro Computer (SMCI) shares jumped nearly 5% in after-hours trading on Tuesday after it reported a 122% jump in its second quarter net sales as demand for its services remained strong.&nbsp;At the time of writing the stock was the top trending stock on Stocktwits' platform.&nbsp;“Despite supply chain challenges in the industry, our global manufacturing team executed well in delivering record revenue orders. Order strength remains strong from global large data center and enterprise customers, AI, GPU platforms, which represent over 90% of Q2 revenue continue to be the key growth driver,” a SMCI executive said in an analyst call.&nbsp;<h2 class="st-heading-2">Upbeat Q2 Earnings</h2>SMCI reported net sales of $12.7 billion compared to $5.7 billion in the same period year-ago. The sales figure sailed past analyst estimates of $10.34 billion, as per fiscal.ai.&nbsp;Adjusted and diluted net income per common share of $0.69 in the second quarter, above analyst estimates of $0.49 per share.&nbsp;“With our leading AI server and storage technology foundation, strong customer engagements, and expanding global manufacturing footprint, we are scaling rapidly to support large AI and enterprise deployments while continuing to strengthen our operational and financial execution,” said Charles Liang, Founder, President and CEO of Super Micro.<h2 class="st-heading-2">Outlook</h2>The company expects net sales of at least $12.3 billion for the third quarter of fiscal year 2026 ending March 31, 2026, above Wall Street projections of $10.2 billion.&nbsp;It further expects adjusted net income per diluted share of at least $0.60 for its third quarter, below analyst expectations of $0.54 per share.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around SMCI trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.One user said ‘double down your shares and hold strong, we should see at least 100% gain’.<stembedurl>https://stocktwits.com/solar1/message/643887931</stembedurl>Another bullish user said that SMCI has become their favourite stock and they will hold the stock until it crosses the $100 mark.&nbsp;<stembedurl>https://stocktwits.com/ItsOver123/message/643887375</stembedurl>Shares in the company have risen 9% over the past 12 months.&nbsp;

In this photo illustration, the Supermicro (Super Micro Computer) logo is seen displayed on a smartphone screen.

SMCI Shares Rally After Exec Says Order Strength Remains Strong, Q2 Earnings Sails Past Estimates

SMCI reported net sales of $12.7 billion compared to $5.7 billion in the same period year-ago. 

<ul class="summary-bullets"><li>Shares of Sprout social and Bumble have fallen 76% and 60% respectively, over the past year.&nbsp;</li><li>Snap is expected to report its Q4 earnings on Wednesday and analysts expect it to post a fourth quarter revenue of $1.70 billion, a 9% jump from the same quarter a year-ago, according to data from fiscal.ai.</li><li>Snap saw a 778% rise in its weekly message volume by users on Stocktwits.</li></ul>Shares of Snap have been one of the worst performing among the major social media firms over the past twelve months as uneven advertisement revenue and decline in its users weigh on its stock performance.&nbsp;&nbsp;At the time of writing, shares of Snap have fallen nearly 45% over the past 12 months, only better than DJT, Sprout Social and Bumble, according to data from Koyfin.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Social_media_share_price_comparison_PNG_eba054d644.webp" alt="At the time of writing, shares of Snap have fallen nearly 45% over the past 12 months, only better than DJT, Sprout Social and Bumble, according to data from Koyfin. " width="1037" height="489"></figure>&nbsp;<figure class="table"><table class="ck-table-resized"><colgroup><col><col></colgroup><tbody><tr><td>Company Name</td><td>Stock Price % Change Over Past 12 Months (As of 12:47 AM ET, Feb. 3) Data from Koyfin</td></tr><tr><td>Meta Platforms</td><td>- 0.25%</td></tr><tr><td>Hello Group</td><td>- 8.4%</td></tr><tr><td>Match Group&nbsp;</td><td>-14.98%</td></tr><tr><td>Reddit</td><td>- 18.08%</td></tr><tr><td>Pinterest</td><td>- 37.63%&nbsp;</td></tr><tr><td>Weibo Corporation</td><td>2.05%&nbsp;</td></tr><tr><td>NetEase</td><td>14.39%</td></tr><tr><td>Yalla Group</td><td>73.17%</td></tr></tbody></table></figure>&nbsp;At the time of writing, Snap stock was down nearly 6% and was among the trending stocks on the Stocktwits platform. Snap saw a 778% rise in its weekly message volume by users on Stocktwits.<h2 class="st-heading-2">Snap’s Q4 Earnings Due</h2>Snap is expected to post a fourth quarter (Q4) revenue of $1.70 billion, a 9% jump from the same quarter a year-ago, according to data from fiscal.ai.Wall Street expects the company to post a profit of $0.15 per share, almost flat from the same year-ago quarter. The company had missed profit estimates for the third and second quarter of 2025.&nbsp;Earlier, Roth Capital said it remains cautious on Snap shares heading into earnings as it sees sequential decline in users to weigh on any revenue or Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) upside. It raised the firm's price target on Snap to $10 from $9 and kept a ‘Neutral’ rating on the shares.UBS said that the Q4 earnings outlook for advertising-driven companies’ points to slimmer beats after a slow October tied to a government shutdown, followed by a rebound in November and December.<h2 class="st-heading-2">Retail Chatter On Stocktwits</h2>Retail sentiment around SNAP trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One Stocktwits user said that they are long on Meta Platforms and short on Snap.&nbsp;<stembedurl>https://stocktwits.com/John___wick44/message/643817145</stembedurl>Another bearish user predicted the Snap stock to hit $4 on Wednesday.&nbsp;<stembedurl>https://stocktwits.com/Jamolo/message/643814826</stembedurl>Another user said that they sold SNAP stock with a $2000 loss.&nbsp;<stembedurl>https://stocktwits.com/slmaster/message/643811254</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Snap Inc. is displayed on a smartphone screen.

This Stock Is Among The Laggards In Social Media Companies — Here’s What Wall Street Expects From Its Q4 Earnings Tomorrow

Snap shares have fallen nearly 45% over the past 12 months, only better than DJT, Sprout Social and Bumble over the same period.

<ul class="summary-bullets"><li>Roth Capital said it remains cautious on Snap shares heading into earnings as it sees sequential decline in users to weigh on any revenue or EBITDA upside.</li><li>UBS lowered the firm's price target on Snap to $9 from $10.</li><li>On Tuesday, in order to meet the requirements of Australia's Social Media Minimum Age, the company disabled over 415,000 Snapchat accounts in Australia.&nbsp;</li></ul>Shares of social media platform Snap fell nearly 3% on Monday as investors turned their focus to Wednesday’s earnings announcement.&nbsp;At the time of writing, Snap stock was down nearly 4% and was among the trending stocks on the Stocktwits platform.&nbsp;<h2 class="st-heading-2">Q4 Earnings Preview</h2>Snap is expected to post a fourth quarter (Q4) revenue of $1.70 billion, a 9% jump from the same quarter a year-ago, according to data from&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">fiscal.ai</a>.Wall Street expects the company to post a profit of $0.15 per share, almost flat from the same year-ago quarter. The company had missed profit estimates for the third and second quarter of 2025.&nbsp;Earlier, Roth Capital said it remains cautious on Snap shares heading into earnings as it sees sequential decline in users to weigh on any revenue or EBITDA upside. Perplexity deal launch and AR glasses announcement are among the catalysts to get constructive on the stock in the first half of the year, the firm added. It raised the firm's price target on Snap to $10 from $9 and kept a ‘Neutral’ rating on the shares.UBS, however, lowered the firm's price target on Snap to $9 from $10 and kept a ‘Neutral’ rating on the shares.&nbsp;UBS said that the Q4 earnings outlook for advertising-driven companies’ points to slimmer beats after a slow October tied to a government shutdown, followed by a rebound in November and December.&nbsp;<h2 class="st-heading-2">Recent News</h2>According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/2026/01/20/technology/snap-social-media-addiction-lawsuit.html">report</a> from the New York Times, Snap agreed to settle a tech addiction lawsuit ahead of a landmark trial alleging social media companies engineered addictive products that harm young users.&nbsp;On Tuesday, it announced that in order to meet the requirements of the Australia's Social Media Minimum Age (SMMA), the company, as of the end of January 2026, has locked or disabled over 415,000 Snapchat accounts in Australia belonging to users who either declared an age under 16 or were believed to be under 16 based on its age detection technology.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users’ React?</h2>Retail sentiment around SNAP trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One user said the stock has low downside risk and the upside is attractive.&nbsp;<stembedurl>https://stocktwits.com/PStevenson/message/643724512</stembedurl>Shares in the company have fallen 39.5% over the past 12 months.&nbsp;

In this photo illustration, a person holds a smartphone displaying the logo of Snap Inc. (NYSE: SNAP), the parent company of Snapchat, on July 31, 2025, in Chongqing, China. 

Snap Shares Are Tumbling Today As Focus Turns To Q4 Earnings – What Are Investors Expecting?

 The Wall Street expects the company to post a profit of $0.15 per share, almost flat from the same year-ago quarter.

<ul class="summary-bullets"><li>It expects full-year ongoing earnings per diluted share of approximately $7.00, which was lower than the analyst expectations of $7.21 per share.</li><li>The company said it expects debt reduction of approximately $400 million as it continues to review all options to reduce debt.</li><li>Its FY2025 sales of $15.5 billion, fell 6.5% compared to FY2024.</li></ul>Shares of Whirlpool slumped more than 8% on Thursday as weak fourth-quarter earnings and lower forecast for FY26 disappointed investors.&nbsp;The weak forecast prompted strong criticism from the retail traders on the performance of the company.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around WHR trended in ‘bullish’ territory amid ‘extremely high’ message volume.&nbsp;One bearish user on Whirlpool's earnings said, “Disappointment again? That’s only like 20 quarters in a row”.&nbsp;<stembedurl>https://stocktwits.com/Siksika/message/643306159</stembedurl>Another user on Stocktwits predicted that “the dividend is going to get cut or eliminated. They don’t have the cash this year from operations to fund their dividend.”<stembedurl>https://stocktwits.com/freddycan/message/643262444</stembedurl><h2 class="st-heading-2">Weak Forecast</h2>The company said on a full year basis in 2026, it expects net sales of $15.3 - $15.6 billion; approximately 5% growth vs 2025 like-for-like.&nbsp;It expects full-year ongoing earnings per diluted share of approximately $7.00, which was lower than the expectations of $7.21 per share by analysts.&nbsp;The company said it expects debt reduction of approximately $400 million as it continues to review all options to reduce debt that align with its capital allocation priorities and maximize shareholder value.&nbsp;“Price/mix to favorably impact our EBIT margin as we continue to deliver new product innovation and realize the momentum of our 2025 launches,” it said in a statement.&nbsp;<h2 class="st-heading-2">Earnings Miss</h2>The company reported fourth quarter adjusted earnings per share of $1.10, which fell well short of Wall Street consensus of $1.52 per share, according to data from fiscal.ai.Its revenue of $4.1 billion also came below analysts’ expectations of $4.27 billion. Its FY2025 sales of $15.5 billion, fell 6.5% compared to FY2024.&nbsp;“With a challenging 2025 behind us, our confidence for 2026 is based on our recent successful product launches, reduced promotional intensity and a gradual recovery of the housing market,” said CEO Marc Bitzer.&nbsp; &nbsp;

Close-up of logo for appliance company Whirlpool on a clothes dryer in a domestic room, August 21, 2019. 

WHR Slips 7% — Why Is Retail Expecting Whirlpool To Eliminate Dividend?

Whirlpool reported fourth quarter adjusted earnings per share of $1.10, which fell well short of Wall Street consensus of $1.52 per share, according to data from fiscal.ai.

<ul class="summary-bullets"><li>According to a report from The Financial Times, the fundraising deal, which is close to being finalized, will value the company at $350 billion.&nbsp;</li><li>The deal is led by Singaporean sovereign wealth fund GIC and U.S. investor Coatue, with Sequoia Capital also contributing a large sum.</li><li>Analyst at Keefe Bruyette said Cipher Mining is executing well on its AI colocation strategy.&nbsp;</li></ul>Shares of crypto mining companies with interest in AI infrastructure rallied and were among the top trending stocks on Stocktwits as a reportedly $20 billion investment in AI firm Anthropic boosted investor confidence in the stocks.&nbsp;Shares of firms like IREN and Cipher Mining rallied between 13% and 15% on Tuesday.<h2 class="st-heading-2">Anthropic News</h2>Anthropic is set to reportedly raise about $20 billion from venture capitalists and other investors, double the amount it had targeted in a sign of surging investors’ enthusiasm in the AI space.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/5e6ee0d4-a313-452c-baac-27b45f5f2de5">report</a> from The Financial Times, the fundraising deal which is close to being finalized, will value the company at $350 billion.&nbsp;Anthropic has been in talks to raise $10 billion from investors to finance its expansion plans but the amount has since doubled, the report said, citing people familiar with the matter.&nbsp;The deal is led by Singaporean sovereign wealth fund GIC and U.S. investor Coatue, with Sequoia Capital also contributing a large investment, it added.<h2 class="st-heading-2">IREN, CIPHR Pivot To AI</h2>IREN last year announced a multi-year agreement with Microsoft valued at approximately $9.7 billion to deliver GPU cloud infrastructure powered by NVIDIA GB300 GPUs.&nbsp;Cipher Mining has been aggressively pushing into the artificial intelligence (AI) and HPC space. In December, it acquired a 200-megawatt (MW) site in Ohio, called “Ulysses,” which will expand its footprint beyond Texas.Keefe Bruyette on Monday raised the firm's price target on Cipher Mining to $22 from $13 and kept an ‘Outperform’ rating on the shares. The firm updated the company's model ahead of the Q4 report to reflect recent business developments and hash price trends. Cipher is executing well on its AI colocation strategy, said Keefe, which is "constructive" on the company's 2026 lease signings.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around IREN trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;One user said that IREN should be in everyone’s portfolio.<stembedurl>https://stocktwits.com/Srinivas111/message/643076958</stembedurl>Meanwhile, retail sentiment around CIFR trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;One bullish user on CIFR said they are holding the stock and going long.<stembedurl>https://stocktwits.com/Theopilus/message/643072072</stembedurl>Shares in IREN have rallied 415% over the past 12 months whereas CIFR stock has jumped 245% during the same time.&nbsp;

In this photo illustration, the Cipher Mining logo is seen displayed on a smartphone screen.

Why IREN and Cipher Mining Shares Rallied Today?

Anthropic is set to reportedly raise about $20 billion from venture capitalists and other investors, double the amount it had targeted, in a sign of surging investor enthusiasm in the AI space. 

<ul class="summary-bullets"><li>LDOS’s energy infrastructure engineering business has grown on average at double-digit rates while delivering double-digit margins for the past eight years.</li><li>The transaction is expected to be immediately accretive to Leidos' revenue growth and adjusted EBITDA margin.</li><li>Leidos expects to fund the all-cash $2.4 billion transaction through a combination of new debt, cash on hand and commercial paper.</li></ul>Leidos Holdings Inc. (LDOS) on Monday signed a definitive agreement to acquire Entrust Solutions Group from Kohlberg in a $2.4 billion deal, in a bid to expand its energy infrastructure capabilities.&nbsp;The acquisition will add new capabilities and effectively double the size of Leidos' $600 million energy infrastructure engineering business, which has grown on average at double-digit rates while delivering double-digit margins for the past eight years.Leidos expects to fund the all-cash transaction through a combination of new debt, cash on hand, and commercial paper.The transaction is expected to close by the end of the second quarter of 2026.<h2 class="st-heading-2">Deal Details</h2>The transaction is expected to be immediately accretive to Leidos' revenue growth and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margin and accretive to non-GAAP diluted earnings per share in 2027."ENTRUST's engineering capabilities and customer base perfectly complement ours, and it has a consistent track record of growth and strong profitability," said Leidos Chief Executive Officer Tom Bell."This deal is a bold step forward in support of Leidos' growth strategy and a national priority to expand America's energy infrastructure, while improving reliability and resilience against aging systems and extreme weather events," Bell added.Engineering and technology for secure energy infrastructure is a strategic focus for Leidos under its NorthStar 2030 growth strategy.&nbsp;U.S. utilities are projected to invest $1 trillion over the next decade in a modernization surge to meet growing demands for power and a national priority to strengthen and secure the U.S. electrical grid.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around LDOS stock trended in the ‘neutral’ territory over the past 24 hours amid ‘high’ message volume.&nbsp;Shares of the company have risen nearly 30% over the past year.&nbsp; &nbsp;

In this photo illustration, the Leidos Holdings Inc company logo is seen displayed on a smartphone screen.

Leidos To Buy Entrust Solutions For $2.4B To Expand Energy Infrastructure

The acquisition will add new capabilities and effectively double the size of Leidos' $600 million energy infrastructure engineering business. 

Nucor's fourth quarter adjusted net earnings attributable to stockholders came at $400 million, or $1.73 per diluted share, which was below consensus estimates of $1.81 per share. Nucor’s biggest segment, which is the steel mills segment, saw its earnings decrease in the fourth quarter of 2025 due to lower volumes and margin compression, primarily in sheet.&nbsp; The company expects earnings to increase in the first quarter of 2026.Shares of Nucor Corp fell more than 3% after hours as its fourth quarter (Q4) earnings missed earnings estimates.&nbsp;The missed earnings prompted traders to predict that stock is going to ‘tank’ in Tuesday’s session.&nbsp;Q4 EarningsExcluding impairment charges taken during the quarter, Nucor's fourth quarter of 2025 adjusted net earnings attributable to stockholders came at $400 million, or $1.73 per diluted share, which was below consensus estimates of $1.81 per share, according to data from fiscal.ai.The company said that in the fourth quarter of 2025, losses and impairments of assets were of $21 million, or $0.08 per diluted share. These were primarily related to the closure or repurposing of certain facilities in the steel products segment.&nbsp;Steel Segment StruggledNucor’s biggest segment, which is the steel mills segment, saw its earnings decrease in the fourth quarter of 2025 due to lower volumes and margin compression, primarily in sheets.&nbsp;Total shipments fell 8% in the quarter to $5.9 billion. The company’s total net sales fell 10% to $7.69 billion in the fourth quarter, falling well short of analysts’ estimates of $7.9 billion, as per fiscal.ai data.&nbsp;Outlook 2026The company expects earnings to increase in the first quarter of 2026. It said earnings in the first quarter of 2026 are expected to increase across all three of its operating segments, with the largest increase in the steel mills segment.&nbsp;As per the company, the increase in the steel mills segment is expected due to higher volumes and higher realized prices across all major product categories. The steel products segment is also expected to report improved earnings in the first quarter due to increased volumes on stable pricing.&nbsp;How Did Stocktwits Users React?Retail sentiment around NUE trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;One bearish user on Stocktwits expected the share to ‘tank’ on Tuesday and called earnings a ‘giant miss’.<stembedurl>https://stocktwits.com/YouOnlyLiveTwice/message/642944688</stembedurl>Shares in the company have jumped 45% over the past 12 months. &nbsp; &nbsp;

Nucor steel recycling factory, Port of Seattle, Washington, USA, January 13, 2015. 

Nucor Stock Dives More Than 3% After Hours On Disappointing Q4 Earnings – Retail Expects Stock To ‘Tank’ On Tuesday

Nucor’s total net sales fell 10% to $7.69 billion in the fourth quarter, falling well short of analysts’ estimates of $7.9 billion, as per fiscal.ai data.

<ul class="summary-bullets"><li>Franceschi, who serves as CEO of Brex, will continue to lead Brex as part of Capital One, upon completion of the deal.&nbsp;</li><li>Capital One expects the deal to close in the middle of calendar year 2026.&nbsp;</li><li>Capital One’s adjusted net income for the fourth quarter of 2025 was $3.86 per diluted common share, which was well below analysts’ estimates of $4.18 per share.&nbsp;</li></ul>Capital One Financial has agreed to buy the fintech Brex for $5.15 billion in cash and stock deal, sending shares down more than 5% in extended hours of trading on Thursday.&nbsp;Brex is a privately held firm that specializes in technology used by companies to administer corporate credit cards, expenses and rewards. It oversees nearly $13 billion in deposits held at partner banks and money-market funds.&nbsp;<h2 class="st-heading-2">Deal Details</h2>Brazilian entrepreneurs Pedro Franceschi and Henrique Dubugras founded Brex after dropping out of Stanford University. Franceschi, who serves as CEO of the company, will continue to lead Brex as part of Capital One, upon completion of the deal.&nbsp;Capital one expects the deal to close in the middle of calendar year 2026.&nbsp;Capital One last year closed its $35 billion deal to acquire Discover Financial in an effort to compete with heavyweights in the sector like Visa and Mastercard.&nbsp;”Since our founding, we set out to build a payments company at the frontier of the technology revolution,” said Richard D. Fairbank, Founder, Chairman, and Chief Executive Officer of Capital One. “Acquiring Brex accelerates this journey, especially in the business payments marketplace.”<h2 class="st-heading-2">Q4 Earnings</h2>The company said its total Q4 net revenue increased 1% to $15.6 billion. Analysts on average had expected revenue of $15.46 billion, according to data from fiscal.ai.Adjusted net income for the fourth quarter of 2025 was $3.86 per diluted common share, which was well below analysts’ estimates of $4.18 per share.&nbsp;Capital One’s provision for credit losses increased $1.4 billion to $4.1 billion and weighed its profit down during the quarter.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around COF trended in ‘bearish’ territory amid ‘normal’ message volume.&nbsp;Shares in the company have risen 19.5% over the past 12 months.&nbsp; &nbsp;

The sun flares over the top of the Capital One logo outside of their corporate headquarters complex on February 8, 2024, in McLean, Va. 

Capital One Acquires Brex For $5.15B But Misses Earnings, Shares Dive More Than 5% After Hours

Brex is a privately held firm that specializes in technology used by companies to administer corporate credit cards, expenses and rewards.

<ul class="summary-bullets"><li>The BTD designation was granted on the basis of data from a mid-stage trial in which pemvidutide demonstrated statistically significant MASH resolution without worsening of fibrosis.</li><li>The company is now looking forward to initiating a late-stage trial evaluating multiple pemvidutide doses over a 52-week treatment period in MASH.</li></ul>Shares of Altimmune (ALT) rallied nearly 4% on Thursday in a move hailed by investors as a sign of building trust in the company.“To me the last couple of days are a sign the market is building trust in ALT again,” a Stocktwits user said, while adding that buyers are now acting on revised fundamentals and not hype.<stembedurl>https://www.stocktwits.com/drewski1970/message/642571390</stembedurl>Another opined that Altimmune is currently financially well-positioned to run its clinical trials by itself while it also has the option to enter into profitable collaboration deals or buyout agreements valuing the company at a premium.<stembedurl>https://www.stocktwits.com/BioRich/message/642568383</stembedurl>Overall, retail sentiment around ALT stock on Stocktwits rose from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘normal’ levels.<h2 class="st-heading-2">About Altimmune</h2>Altimmune is a late clinical-stage biopharmaceutical company developing therapies for liver diseases. Its lead candidate called pemvidutide is an investigational drug in development for the treatment of metabolic dysfunction-associated steatohepatitis (MASH), alcohol use disorder (AUD) and alcohol-associated liver disease (ALD).Earlier this month, Altimmune said the U.S. Food and Drug Administration (FDA) has granted Breakthrough Therapy Designation (BTD) for pemvidutide for the treatment of patients with metabolic dysfunction-associated steatohepatitis (MASH), a progressive liver disease marked by fat accumulation, inflammation, and fibrosis in the liver. The designation from FDA is meant to speed up the development and review of medicines that are intended to treat a serious or life-threatening condition.The designation was granted on the basis of data from a mid-stage trial in which pemvidutide demonstrated statistically significant MASH resolution without worsening of fibrosis. The study also showed early and substantial improvements in liver fat and non-invasive tests of fibrosis and hepatic inflammation.<h2 class="st-heading-2">Looking Ahead</h2>The company is now looking forward to initiating a late-stage trial evaluating multiple pemvidutide doses over a 52-week treatment period in MASH.Altimmune said earlier this month that it is seeking scientific advice from European regulators which will be considered when finalising the protocol of the upcoming trial.<a href="https://stocktwits.com/symbol/ALT">ALT stock</a> has fallen 31% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-says-self-driving-cars-essentially-solved-in-us-despite-regulatory-scrutiny-on-fsd/cmUC5ymR4Xf">Elon Musk Says Self-Driving Cars Is ‘Essentially Solved’ In US Despite Regulatory Scrutiny On FSD: Eyes Launching The Software In Europe, China Next Month</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Altimmune logo is seen displayed on the screen of the tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

ALT Stock Rallies 4% — What Does Retail Think?

Earlier this month, Altimmune said the U.S. Food and Drug Administration (FDA) has granted Breakthrough Therapy Designation (BTD) for pemvidutide for the treatment of patients with metabolic dysfunction-associated steatohepatitis. 

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