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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending following its Q4 2025 earnings report, which presented mixed results; while headline EPS and revenue missed expectations, community bulls are strongly emphasizing significant beats in Annualized Run Rate, active power capacity, positive adjusted EBITDA, and robust 2026 guidance for massive AI infrastructure expansion, further bolstered by a strategic AI acquisition.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending as its oral obesity drug, VK2735, will advance directly into Phase 3 trials, significantly accelerating its market timeline. This news has intensified community discussion around its "best-in-class" potential and the increased likelihood of a major partnership or acquisition, particularly given the large short interest and the vast, competitive weight loss drug market.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is attracting significant attention following reports of a Romania project approval and a new TVA deployment MOU, coupled with a notable BlackRock stake increase and a "Buy" rating from Texas Capital, driving community speculation on its long-term potential to power AI data centers amid talks of a short squeeze.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

NovoCure is trending after securing FDA approval for its Optune Pax device to treat locally advanced pancreatic cancer, marking the first new therapy for this challenging indication in nearly three decades. The community is actively discussing its potential for significant upside, with some analysts raising price targets, though others remain cautious about the commercial impact despite the critical need for new treatments.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is trending due to a significant earnings beat and strong guidance, which included accelerating revenue, record profitability, and positive free cash flow. The community is actively discussing the company's turnaround, potential for a short squeeze, and the increasing role of AI agent traffic and enhanced security offerings as key growth catalysts.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending following an earnings report where strong AI infrastructure demand drove revenue and EPS beats, alongside raised full-year guidance, but a lower-than-expected gross margin forecast, impacted by rising memory costs, has led to a market pullback. The community is now debating whether the company's significant AI tailwinds will quickly overcome these margin pressures and ongoing competitive challenges.

Crocs, Inc. engages in the design, development, manufacture, worldwide marketing, sale, and distribution of lifestyle footwear and accessories. It operates through the Crocs Brand and HEYDUDE Brand segments. The company was founded by Scott Seamans, George B. Boedecker, Jr., and Lyndon V. Hanson III in 2002 and is headquartered in Broomfield, CO.

Crocs Inc

Crocs is seeing strong community discussion and a significant rally following its better-than-expected Q4 earnings and robust adjusted EPS guidance for Q1 and FY26, as investors weigh the positive outlook against lingering challenges with the HEYDUDE brand.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot (HUBS) is trending after reporting strong Q4 earnings and optimistic guidance, alongside a share repurchase program, sparking intense debate among investors. Many see a buying opportunity fueled by solid performance and a relatively low valuation, while a skeptical segment questions long-term growth given broader AI disruption concerns and analysts' tempered price targets for the SaaS sector.

TOSHI

TOSHI is trending with growing volume, attracting significant community attention as a prominent 'blue cat' meme coin on the Base ecosystem. The community is actively discussing its potential for a major rally and breakout, positioning it as a key player amidst broader crypto market recovery.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending due to significant aftermarket volatility following its proposed $1 billion convertible notes offering, which emerged shortly after the successful unfolding of its BlueBird 6 satellite and inclusion in the MSCI World Index. The community is debating whether this financial move provides crucial capital for accelerating constellation deployment, AI opportunities, and government contracts, or signals further dilution for a pre-revenue company.

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Novavax (NVAX) shares traded 1% higher in the pre-market session on Tuesday after its second-largest shareholder, Shah Capital, called for the sale of the company, citing persistent underperformance.Shah Capital currently owns 11.8 million shares or 7.2% of Novavax. The firm <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.shahcapital.com/shah-capital-calls-for-sale-of-novavax/">said</a> in a letter to the Novavax board of directors that since March 2023, its concerns have accelerated with “Nuvoxovid’s rollout slipups including this fall, timid/ineffective marketing, extremely poor capital market actions, and tremendous lack of accountability.”“Novavax’s IP and scientific capabilities will have far greater upside potential in the hands of large capable pharma entity,” Shah Capital said, while recommending an immediate formal strategic review for the sale of the company.The investor recapped several alleged missteps that have damaged the company, including critical marketing slips resulting in a small 2% Covid vaccine market share in the 2024 season for Novavax’s protein-based Nuvaxovid vaccine.Shah Capital also expressed surprise at Nuvaxovid’s market share, noting that the increasing criticism for mRNA vaccines made by Novavax’s peers should benefit Novavax’s protein-based vaccine.“With more states becoming increasingly averse to mRNA vaccines including Florida, Texas, Minnesota, Idaho, Iowa, Montana, South Carolina, Tennessee &amp; Kentucky; some of which are trying to ban mRNA altogether, we find it inconceivable as to how management has been unsuccessful gaining meaningful share given the tens of millions of senior citizens/high risk/immunocompromised individuals in just those 9 states alone. Sales are miserable for the third consecutive year,” it said.The investor also noted that awareness regarding Nuvaxovid continues to be “alarmingly low.” Shah further alleged that the “execution failure and ineffective leadership” have taken their toll on investor confidence and trust.Last year, Shah Capital waged a proxy campaign against the re-election of some directors on the company board at Novavax’s 2024 Annual Meeting, but withdrew it after the company struck a licensing agreement with Sanofi.Sanofi is Novavax’s biggest partner. In the second quarter (Q2), the $199 million received from Sanofi accounted for over 83% of Novavax’s total revenue of $239 million.<a href="https://stocktwits.com/symbol/NVAX">NVAX stock</a> is up by 7% this year but down by about 32% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wells-fargo-appoints-ceo-charlie-scharf-as-chairman-after-q3-earnings-beat-estimates/ch6mVM6R3mE">Wells Fargo Appoints CEO Charlie Scharf As Chairman After Q3 Earnings Beat Estimates</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a medical syringe is displayed on a screen, and the logo of Novavax in the background. (Photo Illustration by Nikos Pekiaridis/SOPA Images/LightRocket via Getty Images)

Novavax Major Shareholder Calls For Sale Of Company To Larger Pharma Entity

Shah Capital currently owns 11.8 million shares or 7.2% of Novavax.

Equity

Shah Capital currently owns 11.8 million shares or 7.2% of Novavax.


Shares of MoonLake Immunotherapeutics (MLTX) rebounded 14% on Tuesday after a near 90% plunge on Monday.MoonLake on Sunday <a href="https://stocktwits.com/news-articles/markets/equity/moonlake-stock-crashes-premarket-after-sonelokimab-phase-3-data/chDMDY2R37p">announced</a> 16-week results from its late-stage VELA-1 and VELA-2 identical trials of Sonelokimab in patients with moderate-to-severe hidradenitis suppurativa (HS), also known as acne inversa — a chronic inflammatory condition characterized by painful, boil-like nodules that can rupture, drain pus, and leave scars.In VELA-1, Sonelokimab achieved statistical significance for all primary and key secondary endpoints, including a substantial improvement in the disease. However, in VELA-2, the drug failed to achieve statistical significance. Subsequently, on Monday, MLTX closed at $6.25, marking its lowest levels in over three years. The stock is currently trading at $7.41.The mixed data drew several price target cuts. Needham analyst Serge Belanger lowered the firm's price target on MoonLake Immunotherapeutics to $20 from $66 on Tuesday, but maintained a ‘Buy’ rating on the shares. The regulatory path looks uncertain, and MoonLake might need to conduct another late-stage trial in the worst-case scenario, the analyst noted.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/MLTX">MLTX stock</a> remained within the ‘extremely bullish’ territory over the past 24 hours, while message volume stayed at ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:577/62;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_30_at_1_04_46_PM_png_2ebbe1ed61.webp" alt="MLTX's Sentiment Meter and Message Volume as of 1:05 p.m. ET on Sept. 30, 2025 | Source: Stocktwits" width="577" height="62"><figcaption>MLTX's Sentiment Meter and Message Volume as of 1:05 p.m. ET on Sept. 30, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user expects the stock to rise further.<stembedurl>https://stocktwits.com/Leoheart/message/630505115</stembedurl>Another noted that, although analysts have cut price targets, several targets remain higher than current trading levels.<stembedurl>https://stocktwits.com/Freeballin02/message/630504990</stembedurl>Guggenheim also lowered the firm's price target on the stock to $20 from $80 and kept a ‘Buy’ rating on the shares. While investors are now focused on the drug’s regulatory path, the firm noted that MoonLake is conducting multiple clinical studies across other indications, including palmoplantar pustulosis, psoriatic arthritis, and axial spondyloarthritis. These together sum up to a multibillion-dollar market, the firm noted.Citi analyst Samantha Semenkow, meanwhile, downgraded MoonLake Immunotherapeutics to ‘Neutral’ from ‘Buy’ with a price target of $5, down from $72, on "significant" regulatory risk for the drug. The analyst also noted that Moonlake is currently facing financing challenges.MLTX stock is down by 89% this year.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anaptysbio-stock-gets-price-target-hike-after-announcing-plan-to-separate-royalty-biopharma-business/chDDWF9R39Q">AnaptysBio Stock Gets A Price Target Hike After Announcing Plan To Separate Royalty, Biopharma Businesses – Check Out The New Level</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a MoonLake Immunotherapeutics company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

MoonLake Immunotherapeutics Stock Draws Wall Street Attention Post Monday’s Plunge: Retail Sees Significant Upside

Needham analyst Serge Belanger lowered the firm's price target on the stock to $20 from $66 but kept a ‘Buy’ rating on the shares.

Capricor Therapeutics (CAPR) said on Thursday that it expects to submit fresh trial data to the U.S. Food and Drug Administration to get its Deramiocel therapy approved in the treatment of Duchenne muscular dystrophy.The FDA <a href="https://stocktwits.com/news-articles/markets/equity/capricor-stock-plunges-after-us-fda-declines-approval-for-muscular-disorder-therapy/ch8cfZ4R5Zn">stated</a> in July that it was unable to approve the application for Deramiocel in its current form as it does not meet the requirement for substantial evidence of effectiveness, and expressed the need for additional clinical data.The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.capricor.com/investors/news-events/press-releases/detail/326/capricor-therapeutics-provides-regulatory-update-on">stated</a> on Thursday that it held a meeting with the agency and hopes to submit data from its HOPE-3 late-stage clinical trial as part of its current application. Topline data from the trial, which will serve as the additional study requested by the agency, is expected in the fourth quarter.Shares of the company rose 5% in the pre-market session at the time of writing. On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/CAPR">CAPR stock</a> rose from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume stayed at ‘normal’ levels.“The FDA remains committed to collaborating with the applicant and will exercise further regulatory flexibility by reviewing data from the HOPE-3 trial,” the FDA said in a meeting with the company.“With HOPE-3 completed and data expected later this year, we remain confident in our ability to advance Deramiocel toward potential approval,” CEO Linda Marbán said.The company also stated that it maintains a “strong financial position” to support the advancement of Deramiocel through regulatory review and toward a potential launch for treating Duchenne Muscular Dystrophy (DMD).DMD is a genetic disorder characterized by progressive weakness and chronic inflammation of the skeletal, heart, and respiratory muscles. The disease affects approximately 15,000 individuals in the United States and primarily impacts boys.CAPR stock is down by about 55% this year and by about 40% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bristol-myers-to-sell-plaque-psoriasis-drug-for-over-80-percent-discount-starting-2026/chDlId9R34B">Bristol Myers To Sell Plaque Psoriasis Drug For Over 80% Discount Starting In 2026</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Global stock market chart and trading board - stock photo

Capricor Stock Rises Pre-Market Over Fresh Hopes Of Deramiocel Approval In Treating Genetic Disorder

The company announced on Thursday that it held a meeting with the agency and plans to submit data from its HOPE-3 clinical trial as part of its current application.

Shares of Trump Media &amp; Technology Group (DJT), the parent company of Truth Social, fell nearly 7% on Wednesday, after a series of high-profile stock sales by key executives, prompting bearish sentiment among retail investors.According to recent SEC filings, the company’s CFO, Phillip Juhan, sold $1.92 million worth of shares, while CEO Devin Nunes offloaded shares worth $63,210.&nbsp;Other executives who sold shares include COO Andrew Northwall ($78,700), CTO Vladimir Novachki ($177,082) and General Counsel and Secretary Scott Glabe ($92,684).The filings clarify that these sales were conducted to cover withholding payments to taxing authorities, with no cash proceeds received by the executives.&nbsp;However, the optics of top executives selling shares have rattled investors.On Stocktwits, sentiment for DJT has turned ‘extremely bearish’ (13/100) amid high levels of chatter.<img src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/DJT_sentiment_and_message_volume_Aug_28_c3c9ff623c.png" alt="DJT sentiment and message volume Aug 28.png">One bearish user (with apparent sarcasm) posted, “$DJT strong support at $0,” while another claimed to have profited $82,000 by shorting the stock.<stembedurl>https://stocktwits.com/theta4life/message/584409755</stembedurl>Additionally, a lock-up period barring former President Donald Trump from selling his shares in the company is nearing its end.&nbsp;According to <a href="https://qz.com/donald-trump-media-stock-holdings-djt-lockup-selloff-1851629076">Quartz</a>, Trump’s stake in DJT is under a six-month lockup period that could end as soon as Sept. 20 — if the stock remains above $12 for any 20 trading days starting Aug. 22. If shares fall below $12, the earliest Trump could sell would be Sept. 25, regardless of the stock’s value.&nbsp;John Rekenthaler, Vice President of Research at Morningstar, reportedly believes DJT is “extremely overvalued” and sees it as a great cash-out opportunity for Trump, who in theory has “well over $2 billion to realize.”DJT’s slide has also been exacerbated by a $16.4 million net loss in Q2 and a 30% drop in revenue.&nbsp; Shares of the company, which have been extremely volatile due to news events involving Trump, have lost more than 65% of their value since going public via a SPAC merger in March.<stembedurl>https://stocktwits.com/RonSwanson1/message/584401019</stembedurl>Trump is set to debate Vice President Kamala Harris live on Sept. 10 in Philadelphia. With DJT stock near record lows and a potential Trump stock sale on the horizon, analysts like Rekenthaler warn that a political defeat could push the stock “to zero.”Read Next: <a href="https://stocktwits.com/news/markets/equity/anf-stock-falls-after-q2-results/c7w7XRoR2P">Abercrombie &amp; Fitch Stock Sinks As CEO Points To 'Increasingly Uncertain Environment' — Retail Bulls Aren’t Backing Down</a>&nbsp;&nbsp;&nbsp; &nbsp;

Donald Trump speaking with supporters at a campaign rally at the Phoenix Convention Center in Phoenix, Arizona.

Trump Media & Tech Stock Plummets, Retail Gets ‘Extremely Bearish’ After Key Execs Dump Shares 

A six-month lock-up period barring former President Donald Trump from selling his shares in the company is also nearing its end.

Trump Media &amp; Technology Group (DJT), the parent company of Truth Social, saw its shares fall to a new post-merger low of $21.99 on Tuesday, with retail investor sentiment souring on the stock. &nbsp;According to Stocktwits, sentiment for DJT has turned bearish, falling from ‘neutral’ (36/100) a day earlier.<figure class="image"><img style="aspect-ratio:1310/316;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/DJT_sentiment_and_message_volume_Aug_20_14dd9018ba.png" alt="DJT sentiment and message volume Aug 20.png" width="1310" height="316"><figcaption>DJT sentiment and message volume Aug 20</figcaption></figure>The stock hit an intraday low of $22.24 on Monday, slipping nearly 1.3% from its previous low seen in mid-April.This downturn follows several weeks of declining stock prices, exacerbated by a $16.4 million net loss in Q2 and a 30% drop in revenues.Since its Nasdaq debut in March under the ticker DJT, following a merger with Digital World Acquisition Corp., Trump Media's stock has plunged over 61%, with a nearly 36% drop in the past month alone.Shares of the company have been on a volatile ride this year, primarily driven by <a href="https://stocktwits.com/news/markets/equity/trump-media-stock-retail-sentiment-extremely-bearish-after-biden-exits-2024-race/c7rTFviRv">news events</a> involving former President Donald Trump, the company's majority shareholder.Recent setbacks include the stock slipping after Trump returned to Twitter (now X) for a conversation with Elon Musk, the fallout from Trump’s legal troubles and debate performance against President Joe Biden.There was some limited upside movement following <a href="https://stocktwits.com/news/markets/equity/Trump-stocks-surge-after-shooting-but-retail-traders-divided/c7AZ9lnRT">the assassination attempt</a> on Trump in July during a rally near Butler, Pennsylvania.The stock is facing more pressure as the Democratic National Convention convenes in Chicago on Thursday, when Vice President Kamala Harris will formally accept her nomination for the White House race.<stembedurl>https://stocktwits.com/RickeyBobby/message/583493412</stembedurl>Despite Trump Media's rollout of its live TV streaming service, Truth+, retail investors remain pessimistic, with some asking the hard questions.&nbsp;<stembedurl>https://stocktwits.com/Mishka1/message/583489536</stembedurl>As the political landscape heats up, DJT’s stock stands on increasingly shaky ground.See Also:&nbsp;<a href="https://stocktwits.com/news/markets/equity/govx-tnpx-ebs-siga-stocks-face-mixed-signals-on-mpox-news/c7voqTBRTH">Emergent, Geovax, Tonix, Siga: Which Mpox-Linked Stocks Are Retail Investors Most Excited About?</a>

Despite Trump Media's rollout of its live TV streaming service, Truth+, retail investors remain pessimistic. Photo via Rawpixel

Trump Media Stock Declines To Record Post-Merger Low, Retail Sentiment Sours

The stock, closely tied to former President Trump’s actions and legal issues, has plunged over 61% since going public via a SPAC merger this year.

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