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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health Inc ($HIMS) is trending after withdrawing its compounded GLP-1 weight-loss pill following FDA warnings and legal pressure, causing a notable stock decline. The community is sharply divided, with bears denouncing the company's practices and forecasting further drops, while bulls perceive the withdrawal as a strategic move to mitigate risk and anticipate a rebound for its broader telehealth platform.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is trending due to high anticipation for its imminent Q4 earnings report, with the community actively debating its 'undervalued' status and potential for a short squeeze. Investors are optimistic that strong results, backed by its AI-driven lending model, could finally align the stock price with its perceived strong fundamentals.

SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

SMX is trending as news of an extended $250 million capital runway through 2028 and a new cotton traceability collaboration fuels intense debate among investors. While many anticipate a significant short squeeze given its low float and history of parabolic moves, others express caution over potential dilution and view the rally as speculative.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending following the inauguration of its Eagle Line pilot production facility, signaling a crucial transition from R&D to scalable manufacturing, which is fueling community speculation about new OEM partnerships and its disruptive potential ahead of upcoming earnings.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

Monday.com is trending due to a mixed financial report, where solid past performance was tempered by a conservative revenue outlook, exacerbating community debate over the company's valuation and the broader SaaS sector's vulnerability to AI advancements. Many investors are weighing whether the stock is an oversold opportunity or if headwinds, including perceived unutilized buybacks, suggest further pressure on the work management software provider.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster is trending after its strategic acquisition of AI vision firm StereoLabs, which the community views as a smart move that expands its unified digital lidar and software platform to offer a complete perception solution for physical AI across diverse applications. This pivotal deal reinforces Ouster's path to profitability and leadership in sectors like robotics, industrial, and smart infrastructure, amidst ongoing discussions about its strong financials and undervalued status.

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

TeraWulf Inc

TeraWulf (WULF) is trending sharply after Morgan Stanley initiated coverage with a bullish $37 price target, recognizing its strategic expansion into AI/HPC data centers and recent acquisition of new power generation sites. The community is actively discussing WULF's strong infrastructure play and significant partnership with Google, solidifying its position beyond traditional Bitcoin mining amid high AI demand.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Canadian Solar is trending after shareholders approved moving U.S. manufacturing assets to the parent company, a strategic shift expected to significantly leverage IRA tax credits and mitigate geopolitical risks. The community is discussing this as a major catalyst to unlock substantial value, alongside persistent rumors of a multi-billion-dollar sale of its Recurrent Energy unit.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is generating significant conversation following its Q4 '25 earnings, which reported a loss but offered 2026 cost reduction guidance, compounded by intense community speculation surrounding a potential strategic partnership with POSCO. Investors remain sharply divided, with many bullish on high HRC steel prices and expiring unfavorable contracts, while others express skepticism over past performance and recent share dilution in the context of broader US steel tariffs.

Alnylam Pharmaceuticals, Inc. is a biopharmaceutical company. It engages in the business of developing and commercializing novel therapeutics based on ribonucleic acid interference. The company was founded by Noble Laureate, David Bartel, Thomas Tuschl, Phillip Zamore, Paul R. Schimmel, and Phillip Allen Sharp on June 14, 2002 and is headquartered in Cambridge, MA.

Alnylam Pharmaceuticals Inc

Alnylam Pharmaceuticals is trending after receiving FDA approval for its RNAi therapeutic, Amvuttra (vutrisiran), to treat ATTR amyloidosis with cardiomyopathy (ATTR-CM), a significant label expansion driving a stock surge and numerous analyst upgrades. The community is actively debating its competitive positioning and potential market share against existing and emerging treatments from rivals like Pfizer and BridgeBio in this rapidly evolving market.

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IREN (NASDAQ:IREN) Stock Rating Lowered by Wall Street Zen

Wall Street Zen downgraded shares of IREN from a "hold" rating to a "strong sell" rating in a research report on Saturday...

IREN (NASDAQ:IREN) Stock Price Up 5.1% - Still a Buy?

IREN (NASDAQ:IREN) Shares Up 5.1% - Still a Buy...

Stock Market Today, Feb. 6: Iren Rises on Microsoft Cloud Expansion and AI Data Center Pivot

Iren (NASDAQ:IREN), a vertically integrated data center operator originally focusing on Bitcoin (CRYPTO:BTC) mining, closed Friday at $41.83, up 5.13%. The stock rebounded as investors reassessed a...

IREN's Q2 Loss Wider Than Expected, Revenues Decline Q/Q

IREN's Q2 FY26 loss widens as revenues fall 23% Q/Q, hurt by non-cash charges, despite fast growth in AI cloud services.

IREN Earnings Were Ugly Is a Beautiful Future Already Funded?

IREN Limited has secured substantial financing to support its strategic pivot to AI infrastructure despite short-term headwinds in the Bitcoin mining sector...

<ul class="summary-bullets"><li>B. Riley increased its price target to $83 from $74, maintaining a ‘Buy’ rating on the shares.</li><li>Cantor Fitzgerald lowered its price target to $82 from $136 while keeping an ‘Overweight’ rating.</li><li>Cantor attributed declines in both revenue and adjusted EBITDA to falling Bitcoin prices and a reduced operating hash rate.&nbsp;</li></ul><p>IREN (IREN) is drawing significant investor attention after analysts issued mixed updates on the company’s outlook, reflecting the transition from Bitcoin mining to AI-focused computing.&nbsp;</p><p>The company reported that its revenue for the second quarter (Q2) fell to $184.7 million, missing the analysts’ consensus estimate of $226.9 million, according to Fiscal AI data. The firm recorded a net loss of $155.4 million in Q2, compared with a net profit of $18.9 million after taxes in the same quarter last year.</p><h2 class="st-heading-2">B. Riley’s View&nbsp;</h2><p>B. Riley increased its price target on the stock to $83 from $74, while maintaining a ‘Buy’ rating. The firm noted that Iren posted Q2 adjusted earnings before interest, tax, depreciation, and amortization (EBITDA) of $75.3 million, slightly below both internal expectations and consensus estimates, while also achieving significant operational milestones.</p><p>The firm highlighted the company securing $3.6 billion in GPU financing, adding 1.6 GW of power capacity at a new Oklahoma campus, and advancing the Sweetwater 1 &amp; 2 projects in Texas. B. Riley also mentioned the company’s strategic expansion across Horizon 1-4 and British Columbia sites, describing the firm as a “de-risked, compelling long-term growth story.”</p><p><a href="https://stocktwits.com/symbol/IREN">IREN stock</a> traded over 1% lower on Friday morning. However, on Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_06_101125_png_3d4e0219c7.webp" alt="IREN’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Feb. 6, 2026 | Source: Stocktwits" width="928" height="105"><figcaption>IREN’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Feb. 6, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Revenue Pressure And Transition</h2><p>Meanwhile, Cantor Fitzgerald lowered its price target to $82 from $136 while keeping an ‘Overweight’ rating. The firm cited declines in both revenue and adjusted EBITDA from the prior quarter, attributing the drop to falling Bitcoin prices and a lower operating hash rate.&nbsp;</p><p>The firm emphasized that this shift is part of Iren’s deliberate move away from Bitcoin mining and toward AI-focused computing capacity. Cantor Fitzgerald also considers the post-earnings share price decline a potential buying opportunity for investors looking at the AI compute transition.</p><p>IREN stock has gained over 242% in the last 12 months.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/global-semiconductor-sales-poised-to-hit-1-trillion-in-2026-as-ai-fuels-demand/cZbF0qnR4FB">Global Semiconductor Sales Poised To Hit $1 Trillion In 2026 As AI Fuels Demand</a></p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</p>

In this photo illustration, the IREN Limited logo is seen displayed on a smartphone screen. 

IREN Stock In Spotlight As Analysts Weigh Growth Potential Amid Shift In Focus From Bitcoin Mining To AI Computing Growth

B. Riley mentioned the company’s strategic expansion across Horizon 1-4 and British Columbia sites, describing the firm as a “de-risked, compelling long-term growth story.”

Equity

B. Riley mentioned the company’s strategic expansion across Horizon 1-4 and British Columbia sites, describing the firm as a “de-risked, compelling long-term growth story.”


Penserra Capital Management LLC Buys Shares of 72,999 IREN Limited $IREN

Penserra Capital Management LLC purchased a new stake in shares of IREN Limited (NASDAQ:IREN - Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the...

<ul class="summary-bullets"><li>Peter Tuchman said trading screens showed “nothing but red” as Nasdaq, S&amp;P 500, and Dow futures slid.</li><li>He flagged a surge in activity, with February volume up 30%–35% versus January.</li><li>However, he said it remains unclear what’s driving the drop, pointing to rising volatility, earnings pressures, geopolitics and AI-related uncertainty.</li></ul><p>As U.S. equity futures extended losses late Thursday, veteran New York Stock Exchange floor trader Peter Tuchman, better known as the “Einstein of Wall Street”&nbsp;because his hairstyle resembles the eccentric physicist, offered a floor-level view of a market that appears to have lost its footing.</p><h2 class="st-heading-2"><strong>Terrible Thursday For US Markets</strong></h2><p>Tuchman — who started his stint at the NYSE in 1985 —&nbsp;in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/EinsteinoWallSt/status/2019527893798518915?s=20">video on X</a> said&nbsp;Thursday as “wild and crazy,” saying the market was “quietly, slowly” getting hit following a choppy start to February that included one up day, one down day, and one mixed session. By Thursday, he said, the picture had become clear: “definitely nothing but red on the screen.”</p><p>Late Thursday,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-sp500-nasdaq-futures-slide-tech-selloff-weak-jobs-data-mstr-amzn-iren-hims-moh/cZbnxdVR4nO">Nasdaq 100 futures</a> were down about 1.2%, S&amp;P 500 futures were lower by roughly 0.7%, and Dow futures slipped around 0.4%. In the prior session, the Dow Jones Industrial Average and the S&amp;P 500 both fell about 1.2%, while the Nasdaq Composite dropped roughly 1.6%, marking the Nasdaq 100’s biggest three-day decline since April.&nbsp;</p><p>On Stocktwits, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> was ‘extremely bearish’ amid ‘high’ message volume, while sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> was ‘bearish’ amid ‘high’ message volume, and sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> was ‘bullish’ amid ‘high’ message volume.</p><h2 class="st-heading-2"><strong>US Markets Seeing Selloff, Not A Crash</strong></h2><p>“Another wild and crazy day, the S&amp;P 500 wiped out over $700 BILLION in market cap today, now down 0.69% YTD. Meanwhile, Bitcoin hit its lowest price since October 2024,” he posted on X.</p><p>One of the clearest changes, Tuchman said, was in trading activity. February volume, he noted, is running about 30% to 35% above January levels. He cited roughly 1.5 billion shares traded, with about twice as many shares changing hands in falling stocks as in rising ones.&nbsp;</p><p>Despite the intensity of the move, Tuchman said the action should not be viewed as a crash, describing it instead as a selloff or pullback and stressing that a single down day does not define a market.</p><p>He also pointed to several psychological levels that have slipped. The&nbsp;Dow Jones Index, he said, has broken below 49,000 and is drifting further away from the 50,000 mark. At the same time, he noted that the S&amp;P 500 had been just inches from the 7,000 level only days earlier, briefly touching it intraday.&nbsp;</p><h2 class="st-heading-2"><strong>Uncertainty Clouds Market Direction</strong></h2><p>However, Tuchman remains unclear on what’s driving U.S. equities lower. He speculated moves in geopolitics, earnings and AI trade, which have dominated recent market narratives. “There’s a lot to digest, a lot to unpack. The dinner table is not getting ready to serve anybody yet.”</p><p>Tuchman also flagged rising volatility, noting that the VIX was up more than 15%.&nbsp;“That means the fear is back in the market,” he said.&nbsp;He questioned whether fresh money was entering or leaving the market, whether earnings or geopolitical developments were contributing, and whether markets were entering what he described as a “quandary.” He also cited recent history, noting that the S&amp;P 500 has posted back-to-back annual gains of about 20%.</p><h2 class="st-heading-2"><strong>Earnings, Geopolitics And Weak Data Weigh</strong></h2><p>On the earnings front, Amazon.com said it plans to spend $200 billion this year on data centers, ships, and equipment, while Alphabet projected capital expenditures of up to $185 billion in 2026. Elsewhere, Strategy reported a $17.4 billion fourth-quarter operating loss, IREN swung to a $155.4 million quarterly net loss, and Molina Healthcare posted a surprise quarterly loss after cutting its 2026 guidance. The selling spread broadly, with nine of 11 S&amp;P 500 sectors retreating.</p><p>Geopolitics also stayed in focus. Iran confirmed it would hold negotiations with the United States in Oman on Friday. Ukraine peace talks remained on investors’ radar as well, while the U.S. and Russia agreed to restart high-level military contacts that had been suspended shortly after Russia’s invasion of Ukraine.</p><p>All of this unfolded alongside softer U.S. labor data, with job openings falling to their lowest level since 2020, jobless claims rising more than expected, and employers announcing the largest number of job cuts for any January since 2009.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Trader Peter Michael Tuchman reacts as he works on the floor of the New York Stock Exchange during morning trading on April 15, 2025 in New York City. (Photo by Adam Gray/Getty Images)

‘Einstein Of Wall Street’ On NYSE Trading Floor Says ‘Fear Is Back’ In Markets After $700B S&P 500 Wipeout — But Doesn’t Think It’s A Crash

After a choppy start to February, selling pressure intensified late Thursday. From the NYSE floor, veteran trader Peter Tuchman says the tone has clearly shifted.

IREN Q2 Earnings Call Highlights

IREN (NASDAQ:IREN) used its fiscal second-quarter 2026 earnings call to emphasize progress in its shift from Bitcoin mining to what management described as a vertically integrated AI cloud platform...

IREN Limited (IREN) Reports Q2 Loss, Lags Revenue Estimates

IREN Limited (IREN) delivered earnings and revenue surprises of -371.60% and -16.49%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

Up 5%

Down 5%

Markets are hovering near key levels, making the next 5% move especially important for sentiment. A breakout higher could reinforce the bull case, while a 5% drop may signal rising risk and tighter conditions. Which comes first?

What will be the S&amp;P 500’s next 5% move?

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What will be the S&P 500’s next 5% move?

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IREN Limited

Following a turbulent post-earnings sell-off, traders celebrate a strong price recovery, questioning bears and eyeing a return to previous levels.

Intense focus on the 4.5GW secured power capacity and its strategic pivot towards lucrative AI/HPC data center contracts, signaling long-term potential.

Despite the company's AI shift, discussions confirm its ongoing sensitivity to Bitcoin price movements, influencing daily performance and investor sentiment.

A wide divergence in analyst ratings, from cautious $39 targets to bullish $125+ forecasts, sparks debate on its AI execution and valuation.

Traders eagerly discuss the potential for a powerful short squeeze as the stock unexpectedly rebounds after its recent dip, trapping bearish bets.

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