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PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is experiencing a sharp sell-off after missing Q4 earnings and revenue estimates, issuing a weak 2026 outlook, and announcing a CEO transition. The community is sharply divided between those who see the significant price drop as an overreaction, highlighting its low valuation, new dividend, and substantial buybacks, and those who view it as a 'falling knife' signaling deeper issues with execution and competition in the fintech sector.

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 Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is actively trending following its strong earnings report and sharply raised outlook, driven by significant growth in its U.S. commercial AI business and positioning as a key AI infrastructure provider. Despite enthusiasm from many, community discussions highlight ongoing concerns about its high valuation metrics.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is experiencing significant selling pressure after a major price target cut by KeyBanc, intensifying community frustration over CEO Jeff Green's silence regarding a recent CFO change, leading many to question the stock's bottom while others see it as an oversold buying opportunity.

Snap, Inc. operates as 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

Snap Inc

Snap Inc. is seeing heightened activity ahead of its earnings report, driven by investor division over regulatory pressures like European teen social media bans and ongoing debate around its CEO's performance. While some express frustration, many in the community believe the stock is undervalued given its user base and the long-term potential of its Specs Inc. AR glasses, leading to significant short-term price volatility.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is a major topic of discussion following a trading halt and the release of its latest financial results, which included an unexpected cautious outlook for sales alongside a significant share buyback program. The community is actively debating the future, balancing concerns over revised guidance with excitement about strong initial prescription numbers for its innovative oral weight-loss pill and positive data from its next-generation diabetes treatment.

Magnite, Inc. provides a technology solution to automate the purchase and sale of digital advertising inventory for buyers and sellers. It features applications and services for digital advertising sellers including websites, mobile applications, and other digital media properties. The company was founded by Frank Addante, Duc Chau, Craig Roah, Julie Mattern and Brian D. Baumgart on April 20, 2007 and is headquartered in New York, NY.

Magnite Inc

Magnite is a major discussion point as the ad tech sector awaits its earnings and the imminent remedies ruling in the Google antitrust trial, with many in the community believing the stock is significantly undervalued given its growing CTV partnerships and the potential for substantial market share shifts from Google's regulatory challenges.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce (CRM) is experiencing a sharp sell-off, caught in a broader software sector downturn driven by intense community debate and fears that AI advancements will disrupt traditional SaaS business models. While a recent multi-billion dollar U.S. Army contract provides some validation against the "AI killing SaaS" narrative, many investors remain panicked, contributing to its current significant decline.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is trending as the community anticipates improved profitability due to the easing of price competition with rivals, coupled with continued rapid store expansion globally. Investors are actively discussing the company's significant undervaluation compared to industry peers and the persistent speculation surrounding its potential uplisting to a major exchange.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Bozeman, MT.

Snowflake Inc

Snowflake is trending following a significant multi-year, $200 million partnership with OpenAI to deliver advanced AI model capabilities to enterprise customers, yet the stock is experiencing a sharp decline, leading to intense community debate on whether the broader software sector's struggles and AI competition present an oversold buying opportunity or ongoing challenges.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending following impressive Q4 earnings and an optimistic 2026 outlook, further bolstered by its strategic acquisition of data-streaming firm Confluent, as the community discusses its strengthening position in enterprise AI, hybrid cloud, and quantum computing.

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<ul class="summary-bullets"><li>Nokia said the reorganization will take effect as of 1 January 2026 and will help accelerate innovation as the AI supercycle increases demand for advanced connectivity.</li><li>The company said that the Network Infrastructure is a growth segment aimed at capitalizing on the rapid, global AI and data center build-out.</li><li>The company added that for Network Infrastructure, the operating margin is expected to be 13% to 17% by 2028.</li></ul>Nokia (NOK) announced on Wednesday that it was simplifying its operational model into two primary operating segments: Network Infrastructure and Mobile Infrastructure.The company, which is holding its Capital Markets Day 2025, said that changes to its operating segments and strategies are intended to position it to lead the AI-driven transformation of networks and capture the value of the “AI supercycle.”Shares of Nokia fell nearly 6% in premarket trading. Nokia said it now expects to grow its annual comparable operating profit to a range of €2.7 billion ($3.13 billion) to €3.2 billion by 2028.<h2 class="st-heading-2">Reorganisation At Nokia</h2>Nokia said the reorganization will take effect as of 1 January 2026 and will help accelerate innovation as the AI supercycle increases demand for advanced connectivity.The company said that Network Infrastructure is a growth segment aimed at capitalizing on the rapid, global AI and data center build-out while continuing to innovate for Nokia’s telecommunications customer base.Nokia said that the new Mobile Infrastructure segment will bring together the company’s Core Networks portfolio, Radio Networks portfolio and Technology Standards, formerly Nokia Technologies. The company added that it will be positioned to lead the industry in core and radio network technology and services, driving AI-native networks and 6G.“Nokia changed the world once by connecting people — and will again by connecting intelligence,” said Justin Hotard, President and CEO of Nokia.<h2 class="st-heading-2">Long-Term Targets</h2>Nokia said it expects net sales growth in Network Infrastructure and targets 6% to 8% net sales compound annual growth rate during 2025-2028.The company added that for Network Infrastructure, operating margin is expected to be 13% to 17% by 2028, and Mobile Infrastructure gross margin is expected to be 48% to 50% by 2028.<h2 class="st-heading-2">What Is Retail Thinking?</h2>Retail sentiment on Nokia remained unchanged in the ‘bearish’ territory, with message volumes at ‘extremely low’ levels, according to data from Stocktwits.<a href="https://stocktwits.com/symbol/NOK">Shares of Nokia</a> have gained over 56% in the last 12 months.€1 = $1.16For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/boeing-secures-fourth-737-max-order-from-flydubai-as-part-of-fleet-expansion/cLPoIF6REJy">Boeing Secures Fourth 737 MAX Order From Flydubai As Part Of Fleet Expansion</a>

View of the entrance to the Nokia brand stand at the Mobile World Congress.

Nokia Restructures Operations Into Network And Mobile Infrastructure Segments As Company Focuses On AI

Nokia said it now expects to grow its annual comparable operating profit to a range of €2.7 billion to €3.2 billion by 2028.

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