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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Investors are actively debating the recent stagnation of NVDA while competitors surge, with many speculating that heavy institutional pinning and capital rotation are suppressing the stock ahead of upcoming earnings. Despite the broader AI sector momentum, the community remains divided between those viewing the current price action as a strategic buying opportunity and those concerned that the stock is losing leadership to memory and CPU-focused chipmakers.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is surging following a blowout earnings report characterized by massive data center growth and strong AI infrastructure demand, with analysts aggressively raising price targets. The community is buzzing with excitement over the stock's parabolic move, fueling intense debate between retail bulls celebrating a "generational" trend and skeptics pointing to soaring valuation multiples and signs of market irrationality.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is seeing significant volatility and community frustration ahead of its earnings call, with shareholders closely watching for updates on the Sanofi partnership, Pfizer adjuvant licensing, and potential cost-cutting measures. Investors are increasingly vocal about their discontent with management's communication and compensation packages, actively organizing to vote against board recommendations while speculating on long-term catalysts for the Matrix-M platform.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer (SMCI) is trending after a significant surge in after-hours trading driven by an earnings beat and strong margin recovery, which has largely eased concerns regarding profitability and prior accounting-related overhangs. The community is actively debating the stock's potential for a massive short squeeze given high short interest, while some remain cautious about management's communication style and ongoing institutional skepticism despite the company's robust data center infrastructure growth.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The S&P 500 is trading at record highs as the market reacts to shifting geopolitical headlines surrounding a potential de-escalation of the Iran war. While bullish sentiment remains driven by AI sector momentum and institutional buybacks, investors are actively debating the sustainability of this rally amidst concerns over oil price volatility, inflation, and the possibility of a looming liquidity drain.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is trending as traders navigate extreme bullish momentum driven by AI-focused semiconductor strength and ongoing geopolitical speculation regarding potential peace deals in the Middle East. While retail investors continue to pile into tech assets, the community remains sharply divided between those betting on an endless parabolic rally and others cautioning that technical indicators suggest the market is significantly overextended.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as retail and institutional investors pile into the stock, fueled by unprecedented demand for memory chips in AI data centers and ongoing excitement over new high-capacity product announcements. While the community is debating whether this parabolic rally represents a sustainable shift in memory sector fundamentals or a classic bubble, many investors are actively discussing potential stock splits and aggressive price targets as Micron hits new highs.

Oscar Health, Inc. is a healthcare insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health is trending as investors weigh significant membership growth and ambitious revenue targets against concerns regarding margin execution and sector-wide policy volatility. Community sentiment remains polarized, with some bullish participants focused on potential long-term platform scale and insider confidence, while skeptics point to technical selling pressure and execution risks as the stock navigates a challenging market environment.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Investors in the semiconductor sector are engaged in a volatile tug-of-war, with many expressing deep frustration as relentless momentum-driven buying continues to fuel a sector-wide melt-up that disregards valuation concerns and technical decay. The community is actively debating whether to capitulate on their bearish bets or hold for a long-awaited reversal, while sentiment remains intensely polarized between those chasing historic gains and those warning of a bubble-burst scenario.

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 Inc is currently trending as investors focus on the company's global expansion efforts and the potential for a short squeeze driven by heavy short interest. The community remains highly bullish, actively discussing positive clinical data, the upcoming presentation of bladder cancer treatment results, and the possibility of international collaboration following executive leadership's recent global activity.

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<ul class="summary-bullets"><li>Tsai stated that Auvelity’s Q1 sales of $153 million exceeded consensus estimates for major depressive disorder.</li><li>The analyst believes the 2026 revenue estimate of $805 million for Auvelity is achievable, driven in part by a potential label expansion into Alzheimer’s agitation, which could boost sales in the second half of the year.</li><li>Deutsche Bank analyst David Hoang hiked his price target for Axsome, citing a positive outlook for Auvelity’s commercial launch and growth potential.</li></ul>Axsome Therapeutics Inc. (AXSM) reported a mixed first quarter on Monday, but analysts on Wall Street remain optimistic about the company’s prospects.According to TheFly, Jefferies analyst Andrew Tsai hiked the firm’s price target for Axsome to $275 from $245 while keeping a ‘Buy’ rating. The new price target implies an upside potential of nearly 21% from current levels.<a href="https://stocktwits.com/symbol/AXSM">Axsome Therapeutics shares</a> were up more than 10% in Monday morning’s trade. AXSM was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">Why Is Wall Street Bullish?</h2>Tsai stated that Auvelity’s Q1 sales of $153 million exceeded consensus estimates for major depressive disorder. The analyst believes the 2026 revenue estimate of $805 million for Auvelity is achievable, driven in part by a potential label expansion into Alzheimer’s agitation, which could boost sales in the second half of the year.Auvelity is Axsome’s treatment for agitation associated with dementia due to Alzheimer’s disease. Auvelity received a “clean label” approval from the U.S. Food and Drug Administration (FDA) last week, meaning that Auvelity will not carry a warning for increased risk of death in elderly patients with dementia.According to analysts at TD Cowen, this differentiates Auvelity from the only other approved therapy for ADA, Rexulti.Deutsche Bank analyst David Hoang raised the firm’s price target on Axsome Therapeutics to $281 from $245 and maintained a ‘Buy’ rating. Hoang cited a positive outlook for Auvelity’s commercial launch and growth potential as the reason for the price target hike.H.C. Wainwright analysts raised the firm’s price target on Axsome Therapeutics to $270 from $250 and maintained a ‘Buy’ rating, citing the FDA approval of Auvelity.<h2 class="st-heading-2">What Is Auvelity?</h2>Auvelity is an oral therapy targeting NMDA and sigma-1 receptors, having been approved in the U.S. for major depressive disorder and, more recently, for agitation associated with Alzheimer’s-related dementia.The company stated that about 223,000 prescriptions were written in Q1 2026, up 35% year-on-year and in line with fourth-quarter (Q4) levels. Axsome stated that payer coverage reached roughly 86% overall, including 78% in commercial plans and full coverage in Medicare and Medicaid.Following its FDA approval last week for Alzheimer’s agitation, the drug is set for a commercial launch in June. The company has also completed an expansion of its sales force to around 630 representatives, targeting a wide range of prescribers to support growth in both depression and Alzheimer’s-related use.<h2 class="st-heading-2">Axsome’s Mixed Q1</h2>Axsome Therapeutics’ Q1 results came in mixed on Monday. The company reported a loss of $1.26 per share, while Wall Street expected a loss of $0.86 per share, according to Fiscal.ai data.Axsome’s revenue came in at $191.2 million, edging past Wall Street’s estimates of $190.7 million.According to Koyfin data, the average 12-month price target for AXSM is $235.85, implying an upside of nearly 4% from current levels. Of the 20 analysts covering the stock, 19 have a ‘Buy’ or a ‘Strong Buy’ rating, while one has a ‘Hold’ recommendation.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/AXSM">Axsome Therapeutics</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘high’ levels at the time of writing.One bullish user expects Auvelity sales to reach at least $1.2 billion by the end of this year.<stembedurl>https://stocktwits.com/Georgejj/message/652182986</stembedurl>Another user thinks that big pharmaceutical companies are more willing than ever to acquire Axsome Therapeutics.<stembedurl>https://stocktwits.com/CloudMatt/message/652181828</stembedurl><a href="https://stocktwits.com/symbol/AXSM">AXSM stock</a> is up 24% year-to-date and 102% over the past 12 months. The Vanguard Total Stock Market Index Fund ETF (VTI) is up 27% over the past 12 months, while the iShares Russell 2000 ETF (IWM) is up 38%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fnma-stock-in-focus-mizuho-fannie-mae-best-business-one-could-hope-for/cZQMvMpReJX">Mizuho Believes Fannie Mae Is Among The Best Businesses One Could Hope For — But Not Everyone Agrees</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

AXSM Stock Is Rising Today After Wall Street’s Positive Stance Despite Mixed Q1 – What's Behind The Optimism?

Jefferies analyst Andrew Tsai hiked the firm’s price target for Axsome to $275 from $245 while keeping a ‘Buy’ rating, implying an upside potential of nearly 21% from current levels.

Equity

<ul class="summary-bullets"><li>Ouster stated that major customers such as Google, Volvo Autonomous Solutions, and Liebherr intend to adopt the company’s latest family of lidar sensors.</li><li>The company added that these customers range from those operating in the automotive and robotics segments to those in the industrial and smart infrastructure markets.</li><li>Ouster stated that its Rev8 OS sensors are available to order starting Monday, with shipping scheduled to begin this quarter.</li></ul>Ouster Inc. (OUST) on Monday announced the next-generation family of lidar sensors, Rev8, featuring L4 Ouster Silicon.Ouster stated that the Rev8 family of lidar sensors features double the range and resolution over the prior generation. Rev8 also features the world’s first patented native color lidar sensors, according to the company.<a href="https://stocktwits.com/symbol/OUST">Ouster shares</a> were up more than 15% in Monday’s opening trade. OUST was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">Big Customers Lining Up, Says Ouster</h2>Ouster stated that some major customers, including Alphabet Inc.’s (GOOG, GOOGL) Google, Volvo Autonomous Solutions, and Liebherr, intend to adopt the company’s latest family of lidar sensors.The company added that these customers range from those operating in the automotive and robotics segments to those in the industrial and smart infrastructure markets.Ouster said its Rev8 OS sensors are available to order starting Monday, with shipping scheduled to begin this quarter.<h2 class="st-heading-2">Making Autonomous Driving Easier</h2>Ouster stated that the new Rev8 sensors unify structure and color to provide the full context necessary for autonomous driving, including road signs, interpret brake lights, and more.The company added that Rev8’s sensors capture megapixel-resolution data and assign color to each point at the hardware level, reducing delay and improving alignment. The single-sensor setup eliminates the need for complex calibration and provides combined 3D and color data, operating across lighting conditions from 1 lux to 2 million lux.“With the L4 Ouster Silicon, we are delivering on the promise of our digital architecture to deliver exponential improvements in performance, doubling our core specs and simultaneously introducing the world’s first native color lidar to give machines 3D human-like sight for the next era of Physical AI,” said Ouster CEO Angus Pacala.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/OUST">Ouster</a> trended in the ‘bullish’ territory with message volumes at ‘high’ levels at the time of writing.One bullish user stated that Ouster is building a company that will become the eyes of the AI era.<stembedurl>https://stocktwits.com/jpcalm68/message/652162441</stembedurl>Another user praised the new Rev8 sensors.<stembedurl>https://stocktwits.com/Moon_rocket69/message/652160277</stembedurl><a href="https://stocktwits.com/symbol/OUST">OUST stock</a> is up 37% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/OUST">GOOGL stock</a> is up 23%. The iShares Russell 2000 ETF (IWM) is up 42% over the past 12 months, while the Vanguard Information Technology Index Fund ETF (VGT) is up 50%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gamestop-ryan-cohen-ebay-build-larger-business-gme-ebay-stock/cZQMpRjReJc">Ryan Cohen Says GameStop Can Issue Additional Stock To Get eBay Deal Done — This Analyst Is Skeptical About The Synergies</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of Ouster Inc. is seen displayed on a smartphone

Ouster’s New Lidar Promises Human-Like Vision — And Big Names Are Already Lining Up

Ouster stated that the Rev8 family of lidar sensors features double the range and resolution over the prior generation.

<ul class="summary-bullets"><li>Overall net revenue from sales in Q1 was $8.3 million, the company said.&nbsp;</li><li>The company said that it now has funds to sustain itself till the second quarter of 2027.</li><li>Total net revenue from sales of Tonmya since launch through the end of the first quarter was $5.1 million. &nbsp;</li></ul> Shares of Tonix Pharmaceuticals (TNXP) fell 3% after hours after the company said that it expects a wider preliminary net loss for the first quarter of 2026 and revenue of $3.7 million for its newly launched drug Tonmya.The company said on Friday that it expects a Q1 net loss of about $40.8 million compared to a loss of $16.8 million for the corresponding quarter of 2025.<h2 class="st-heading-2">TNXP’s Preliminary Numbers</h2>Q1 net revenue from sales of its treatments Zembrace SymTouch, and Tosymra for the quarter ended March 31, 2026, was approximately $3.2 million, compared to $2.4 million for the quarter ended March 31, 2025.Net revenue from sales of Tonmya for the quarter was approximately $3.7 million. Tonmya, an FDA-approved, non-opioid medication designed to treat fibromyalgia in adults, was launched in November 2025.Total net revenue from sales of Tonmya since launch through the end of the first quarter was $5.1 million, Tonix said. &nbsp;The company said that it ended the first quarter with about $185.5 million in cash and cash equivalents, which, together with net proceeds of $17.4 million that it raised in April 2026 to be enough to sustain it till the second quarter of 2027.The company is now slated to report its full financial results on May 11.<h2 class="st-heading-2">How Did TNXP Retail Traders React?</h2>On Stocktwits, retail sentiment around TNXP stock stayed in the ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘normal’ levels.A Stocktwits user opined that the numbers put forth by Tonix are being “misunderstood” and Tonmya launch is not “as weak as it appears.”<stembedurl>https://www.stocktwits.com/ltinvestorx/message/652073834</stembedurl>Another user opined that the company entered 2026 with real momentum and a stronger balance sheet than many of its small-cap biotech peers.<stembedurl>https://www.stocktwits.com/ACMTrader/message/652072480</stembedurl><a href="https://stocktwits.com/symbol/TNXP">TNXP stock</a> fell 25% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/celc-stock-jumps-after-hours-on-positive-breast-cancer-trial-update/cZQ8HuEReeM">CELC Stock Jumps After Hours On Positive Breast Cancer Trial Data</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Tonix Pharmaceuticals logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

TNXP Slips After Hours On Slower Than Expected Launch For Fibromyalgia Drug

The company said on Friday that it now expects a net loss for the first quarter of about $40.8 million compared to a loss of $16.8 million for the corresponding quarter of 2025.

<ul class="summary-bullets"><li>Wall Street expects SoundHound AI to report a loss of $0.01 per share in the first quarter, narrowing from a loss of $0.09 per share during the same period a year ago, according to Fiscal.ai data.</li><li>Analysts expect the company to report a 40% year-on-year revenue surge to $42.56 million.</li><li>SoundHound AI is set to report its Q1 earnings on May 7, after the closing bell.</li></ul>Shares of SoundHound AI Inc. (SOUN) have barely managed to cross the 200-day moving average (200-DMA) just once in 2026 so far, and with first-quarter earnings approaching, the stock still remains more than 41% below the average line.<a href="https://stocktwits.com/symbol/SOUN">SoundHound AI shares</a> were up nearly 6% in Friday morning’s trade, after ending April with gains of nearly 16%.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_01_at_10_27_30_AM_png_f72c62460a.webp" alt="Screenshot 2026-05-01 at 10.27.30 AM.png" width="3322" height="1814"><figcaption>Source: TradingView</figcaption></figure><h2 class="st-heading-2">What Is Wall Street Expecting?</h2>Wall Street expects SoundHound AI to report a loss of $0.01 per share during the first quarter (Q1), narrowing from a loss of $0.09 per share during the same period a year ago, according to Fiscal.ai data.Analysts expect the company to report a 40% year-on-year revenue surge to $42.56 million during the first quarter.SoundHound AI has a mixed record with Wall Street estimates. While its earnings have beaten estimates in two of the previous four quarters, its revenue has surpassed expectations in three of the past four quarters.SoundHound AI is set to report its Q1 earnings on May 7, after the closing bell.<h2 class="st-heading-2">SoundHound Expands Partnership With Casey’s</h2>SoundHound AI announced an expansion of its partnership with Casey’s last month, allowing the convenience retailer and pizza chain to deploy technology that can answer incoming calls from customers automatically.The company stated that its AI agents can also answer menu-related questions and provide information about ongoing promotions and specials in Casey’s stores.SoundHound AI also announced last month that it had entered into a definitive agreement to acquire LivePerson Inc. (LPSN) for an equity value of $43 million. The company stated that it expects to generate at least $350 million to $400 million in revenue in 2027, including a minimum contribution of $100 million from LivePerson’s long-tenured customers.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/SOUN">SoundHound AI</a> trended in the ‘bullish’ territory, with message volumes at ‘high’ levels at the time of writing.One bullish user on the platform stated that, in the past, a rally in SOUN stock has begun three days before earnings.<stembedurl>https://stocktwits.com/mcae/message/651981966</stembedurl>Another user stated that investors should expect some turbulence in the stock before a rally.<stembedurl>https://stocktwits.com/kingofking719/message/652016012</stembedurl><a href="https://stocktwits.com/symbol/SOUN">SOUN stock</a> is down 16% year-to-date and 8% over the past 12 months. The iShares Russell 2000 ETF (IWM) is up 42% over the past 12 months, while the Vanguard Small-Cap Index Fund ETF (VB) is up 31%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tmc-stock-gains-noaa-compliance-ruling-us-critical-metals-push/cZQV7ANReeg">TMC Stock Gains On NOAA Compliance Ruling In A Boost To US Critical Metals Push</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

SOUN Stock Has Barely Managed To Nudge Its 200-DMA In 2026 Just Once — Will Q1 Earnings Take It There?

Shares of SoundHound AI rose nearly 6% in Friday morning trading after gaining about 16% in April, but the stock still needs to climb more than 41% to reclaim its 200-day moving average.

iShares Russell 2000 ETF Experiences Big Outflow

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Russell 2000 ETF (Symbol: IWM) where we have detected an approximate $1.8 billion dollar outflow -- that's a 2.4% decrease week over week (f...

<ul class="summary-bullets"><li>Bloom Energy’s revenue in the quarter ended March 31 surged 130% year-over-year to $751.1 million, above a Wall Street estimate of $540.02.</li><li>The strong start to 2026 comes as the company continues to convert a sizable backlog into deployments across data centers, semiconductor fabs, utilities, and commercial-industrial sites.</li><li>Bloom also lifted its 2026 revenue guidance to a range of $3.4 billion to $3.8 billion — implying roughly 80% year-over-year growth at the midpoint, up from a prior outlook of about 60%.</li></ul> Shares of Bloom Energy (BE) rose 13% after-hours on Tuesday after it reported explosive first-quarter growth and significantly raised its full-year outlook Tuesday, with founder and CEO KR Sridhar declaring the company is rapidly becoming the standard choice for on-site electricity at data centers and other mission-critical facilities.Year-to-date, the stock has already more than doubled on AI-power tailwinds.The results underscore how the artificial-intelligence boom is reshaping power infrastructure: hyperscalers and data-center operators are turning to Bloom’s on-site fuel-cell systems to bypass grid delays and secure the electricity needed for AI training and inference workloads.<h2 class="st-heading-2">Quarterly Numbers</h2>Bloom Energy’s revenue in the quarter ended March 31 surged 130% year-over-year to $751.1 million, driven by a 208% jump in product revenue to $653.3 million, above a Wall Street estimate of $540.02. Adjusted and diluted earnings per share for the quarter came in at $0.44, above an estimated $0.13.Bloom ended the quarter with $2.49 billion in cash and equivalents and generated $73.6 million in operating cash flow, a sharp turnaround from the prior-year outflow. The strong start to 2026 comes as the company continues to convert a sizable backlog into deployments across data centers, semiconductor fabs, utilities, and commercial-industrial sites.<h2 class="st-heading-2">Bloom Energy’s Guidance</h2>Bloom also lifted its 2026 revenue guidance to a range of $3.4 billion to $3.8 billion — implying roughly 80% year-over-year growth at the midpoint, up from a prior outlook of about 60%. Adjusted operating income guidance was set at $600 million to $750 million, with adjusted EPS expected between $1.85 and $2.25.“We at Bloom are ushering in the era of digital power for the digital age,” Sridhar said in prepared remarks. “Bloom is rapidly becoming the standard and ‘go-to choice’ for on-site power.”The company’s momentum has been fueled by major deals tied directly to AI expansion. It recently expanded a partnership with Oracle to deploy up to 2.8 gigawatts of Bloom systems, and it was named the preferred on-site power provider for Brookfield’s AI-factory investments.<h2 class="st-heading-2">How Did Retail Traders React To BE?</h2>On Stocktwits, retail sentiment around BE stock rose from ‘bullish’ to ‘extremely bullish’ over the past 24 hours, while message volume rose from ‘low’ to ‘high’ levelsA Stocktwits user opined that the stock will open in the green on Wednesday, too.<stembedurl>https://www.stocktwits.com/ScissorHands_/message/651680225</stembedurl>Another user opined that the company’s revenues are still low for its current stock price.<stembedurl>https://www.stocktwits.com/BullrunBull/message/651679918</stembedurl><a href="https://stocktwits.com/symbol/BE">BE stock</a> has rallied 1077% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/pharma-bro-martin-shkreli-says-he-is-openai-shareholder-dismisses-reports-of-company-missing-targets/cZBo7mKRedx">‘Pharma Bro’ Martin Shkreli Says He Is An OpenAI Shareholder, Dismisses Reports Of Company Missing Targets</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Bloom Energy (Be) logo is seen displayed on a smartphone screen. 

BE Stock Soars After-Hours As Rising AI Infrastructure Boosts Full-Year Power Demand Outlook

The company’s momentum has been fueled by major deals tied directly to AI expansion. 

<ul class="summary-bullets"><li>In the trial, aimed at evaluating the safety and efficacy of once-weekly Rezzayo, the drug demonstrated a profile comparable with standard antimicrobial regimen in reducing the incidence of invasive fungal infections.</li><li>Rezzayo is already approved in the U.S. for the treatment of candidemia and invasive candidiasis in adults.</li><li>The company estimated that the potential US market opportunity for Rezzayo in preventative care exceeds $2 billion.</li></ul>Shares of CorMedix Therapeutics (CRMD) rose 2% on Monday after the company announced positive results from its late-stage trial evaluating its antifungal drug Rezzayo to prevent invasive fungal diseases (IFDs) in adult patients undergoing allogeneic hematopoietic stem cell transplantation (HSCT).Allogeneic hematopoietic stem cell transplantation is a curative procedure for high-risk blood cancers and marrow diseases, where healthy blood-forming cells from a donor replace a patient's diseased marrow. Patients undergoing the procedure face prolonged periods where their immunity is not strong enough to ward off infections from fungi, including candida, aspergillus, and pneumocystis.Rezzayo is already approved in the U.S. for the treatment of fungal infections, candidemia, and invasive candidiasis in adults. The company estimated that the potential US market opportunity for Rezzayo in preventative care exceeds $2 billion.<h2 class="st-heading-2">Trial Takeaways</h2>In the trial, aimed at evaluating the safety and efficacy of once-weekly Rezzayo, the drug demonstrated a profile comparable with standard antimicrobial regimen in reducing the incidence of invasive fungal infections, the company said. Fungal-free survival at day 90 was 60.7% in the Rezzayo group versus 59.0% in the group that received a standard antimicrobial regimen, it added.Furthermore, the drug was well tolerated with a safety profile showing a favorable benefit/risk profile in the patient population, the company said, while adding that the drug also demonstrated fewer interactions with other drugs and discontinuations due to toxicity.CorMedix now expects to have a meeting with the U.S. Food and Drug Administration in the coming months before submitting an application for the drug for the indication. The company expects to file the application in the second half of 2026 based on the trial results.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around CRMD jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours while message volume jumped from ‘normal’ to ‘high’ levels. According to internal data, retail chatter around the stock jumped 1400% over the past day.A Stocktwits user expressed optimism for the stock rising into earnings while adding that “today was great news.”<stembedurl>https://www.stocktwits.com/S2730/message/651521499</stembedurl>Another user expressed muted enthusiasm, opining that the results, though good, are not “transformative.”<stembedurl>https://www.stocktwits.com/ReturnOfEsquire/message/651515352</stembedurl> <a href="https://stocktwits.com/symbol/CRMD">CRMD stock</a> has fallen 17% over the past 12 months. &nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/sndk-stock-surges-nearly-8-to-hit-fresh-record-high-what-s-behind-the-investor-optimism-april-27/cZBND2dReP8">SNDK Stock Surges Nearly 8% To Hit Fresh Record High – What’s Behind The Investor Optimism?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

CRMD Stock Jumps As Antifungal Drug Clears Key Trial For $2B Preventive Market 

CorMedix now expects to meet with the U.S. Food and Drug Administration in the coming months. 

<ul class="summary-bullets"><li>BTIG added that updated Phase 1 PK/PD data also suggest ORKA-001 could enable once-yearly maintenance dosing, which the firm believes would be a first for any monoclonal antibody.</li><li>The firm raised its price target for Oruka by 94%, to $151 from $78, and maintained a ‘Buy’ rating on the stock.</li><li>Analysts at Guggenheim also hiked their price target for Oruka to $200 from $125, while adding that the company now has the potential to reach a peak of $7 billion in global sales for the psoriasis therapy.</li></ul>Shares of Oruka Therapeutics Inc. (ORKA) were on track for their best single-day gains in more than a month after the company announced interim results from a trial of its moderate-to-severe plaque psoriasis therapy.Oruka Therapeutics announced that 40 of the 63 participants in the EVERLAST-A Phase 2a trial of ORKA-001, a novel, half-life-extended IL-23p19 monoclonal antibody, met the primary endpoint.<a href="https://stocktwits.com/symbol/ORKA">Oruka Therapeutics shares</a> were up more than 20% in Monday’s opening trade.<h2 class="st-heading-2">BTIG Turns Bullish On Oruka</h2>According to TheFly, analysts at BTIG turned bullish on Oruka Therapeutics following the company’s interim trial results. The firm raised its price target for Oruka by 94%, to $151 from $78, and maintained a ‘Buy’ rating on the stock.BTIG added that updated Phase 1 PK/PD data also suggest ORKA-001 could enable once-yearly maintenance dosing, which the firm believes would be a first for any monoclonal antibody.BTIG stated that ORKA-001 has strong potential to become the preferred IL-23 inhibitor if approved, citing best-in-class efficacy and roughly one-fourth the maintenance injection burden of AbbVie’s (ABBV) Skyrizi.Analysts at Guggenheim also hiked their price target for Oruka to $200 from $125, while keeping a ‘Buy’ rating on the stock. The firm believes ORKA-001 has multi-billion-dollar blockbuster potential, adding that Oruka now has the potential to reach a peak of $7 billion in global sales for the psoriasis therapy.<h2 class="st-heading-2">Oruka’s Findings In The Trial</h2>Oruka stated that 64% of the participants in the trial achieved complete skin clearance in the 16th week.The company stated that key secondary endpoints were also strong, with 83% reaching PASI 90 during this period.In the placebo group, one of 21 participants met these endpoints, which it said was consistent with historical psoriasis trials.Oruka stated that cross-trial comparisons suggest ORKA-001 delivers higher skin clearance rates than other IL-23p19 inhibitors and ranks among the best reported in plaque psoriasis across all treatment types.The company stated that it plans to release longer-term EVERLAST-A data in the second half of 2026, including Week 28 results for all patients, along with a 52-week follow-up for a subset. Oruka also added that it will continue to advance the Phase 2b EVERLAST-B trial, with data expected in 2027.PASI refers to the Psoriasis Area and Severity Index. It quantifies the severity and extent of psoriasis symptoms across body regions. PASI 90 refers to a 90% or more improvement. Similarly, PASI 100 denotes a 100% improvement over baseline.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/ORKA">Oruka Therapeutics</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels as of this writing.One bullish user believes ORKA stock could reach $200 per share soon.<stembedurl>https://stocktwits.com/Chiefstaff/message/651484000</stembedurl><a href="https://stocktwits.com/symbol/ORKA">ORKA stock</a> is up 172% year-to-date and 716% over the past 12 months. The S&amp;P Biotech ETF (XBI) is up 68% over the past 12 months, while the iShares Russell 2000 ETF (IWM) is up 42%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-loses-exclusive-license-openai-models-taps-anthropic-claude/cZBNAqiRePg">Microsoft Loses Exclusive Access To OpenAI Models In Partnership Reset Ahead Of Q3 Earnings</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

“We are pleased to have settled our lawsuit with the United States Department of Justice,” the LYV said in a statement as its stock closed higher. 

ORKA Stock Is Soaring After Psoriasis Trial Results — Here's Why BTIG Hiked Its Price Target By 94%

Oruka Therapeutics stated that 64% of the participants in the Phase 2a EVERLAST-A trial of ORKA-001 met the study’s primary endpoint.

<ul class="summary-bullets"><li>Peloton stated that, starting Monday, Spotify Premium subscribers in most countries worldwide can access a curated selection of fitness content.</li><li>This includes strength, pilates, barre, yoga, stretching, meditation, floor cardio and outdoor classes.</li><li>The company stated that the library features sessions in English, Spanish and German, led by a roster of popular instructors, with new classes and formats added regularly.</li></ul>Peloton Interactive Inc. (PTON) on Monday announced a partnership with Spotify Technology SA (SPOT) to bring its fitness content to the music streaming giant’s 290 million subscribers.The partnership between the two companies is part of Spotify’s plans to ramp up the offerings in its new fitness category. This also gives Peloton’s fitness content the exposure to hundreds of millions of Spotify subscribers around the world, helping the company elevate itself from a fitness equipment maker to a fitness content provider.<a href="https://stocktwits.com/symbol/PTON">Peloton shares</a> were up nearly 7% in Monday’s pre-market trade, on track for the biggest gains in this month so far. PTON was among the top trending tickers on the platform at the time of writing.<h2 class="st-heading-2">From Pilates To Yoga And More</h2>Peloton stated that starting Monday, Spotify Premium subscribers across most countries in the world can access a curated selection of Strength, Pilates, Barre, Yoga, Stretching, Meditation, Floor Cardio and Outdoor classes in Spotify’s new Fitness category.The company stated that the library features sessions in English, Spanish and German, led by a roster of popular instructors, with new classes and formats added regularly.“By bringing Peloton directly into our video and audio ecosystem, we are investing in a future where Spotify isn’t just where you spend your time—it’s where you go to build momentum, improve your wellbeing, and get more out of every day,” said Roman Wasenmüller, VP, Global Head of Podcasts, Spotify.Peloton also stated that this partnership underscores its shift toward a more diversified business model.“With this partnership, we are instantly activating a global footprint that makes the magic of Peloton accessible to Spotify Premium subscribers anywhere,” said Peloton’s Chief Commercial Officer, Dion Camp Sanders.Spotify currently has 751 million users and 290 million subscribers in 184 countries.<h2 class="st-heading-2">Trump Tariff Impact On Peloton</h2>According to TheFly, analysts at UBS stated earlier this month that the Section 232 tariff changes will reduce the levies on aluminum that Peloton uses for its equipment to 25% from 50%.The firm maintained its ‘Buy’ rating on PTON stock with a $11 price target, implying an upside of more than 110% from current levels.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/PTON">Peloton</a> trended in the ‘neutral’ territory, with message volumes at ‘high’ levels at the time of writing.One user thinks that Peloton’s market capitalization should be no less than $20 billion, while it is currently hovering around $2.2 billion.<stembedurl>https://stocktwits.com/DORITOBOI/message/651488886</stembedurl><a href="https://stocktwits.com/symbol/PTON">PTON stock</a> is down 16% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/SPOT">SPOT stock</a> is down 11%. The Vanguard Total Stock Market Index Fund ETF (VTI) is up 31% over the past 12 months, while the iShares Russell 2000 ETF (IWM) is up 43%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ntla-stock-soars-intellia-positive-gene-therapy-trial/cZBNFouRe2C">NTLA Jumps Premarket On Positive Late-Stage Trial Data For Gene-Editing Therapy — Retail Says Buy Now Before It’s Too Late</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Peloton bike is displayed at a Dick's Sporting Goods store on May 08, 2024 in Daly City, California. (Photo by Justin Sullivan/Getty Images)

Peloton’s Spotify Deal Opens Doors To 290M Users: PTON Stock On Track For Best Gains This Month

The partnership between the two companies is part of Spotify’s plans to ramp up the offerings in its new fitness category.

<ul class="summary-bullets"><li>The company stated that 62% of the patients in the trial who received lonvo-z were entirely free of HAE attacks during the six-month evaluation period, compared to 11% of patients who received placebo.</li><li>Lonvo-z is a one-time treatment administered in an outpatient setting.</li><li>Intellia Therapeutics also stated that it has initiated a rolling Biologics License Application submission to the U.S. Food and Drug Administration.</li></ul>Shares of Intellia Therapeutics Inc. (NTLA) soared in Monday’s pre-market trade after the company reported positive Phase 3 trial results in its therapy for a rare genetic condition.<a href="https://stocktwits.com/symbol/NTLA">Intellia Therapeutics shares</a> were up more than 9% before the bell on Monday, on track for the biggest gains in this month so far. NTLA was the top trending ticker on the platform at the time of writing.<h2 class="st-heading-2">Rare Genetic Condition Trial Meets All Endpoints</h2>Intellia Therapeutics stated that its Phase 3 trial of lonvoculin ziclumeran (lonvo-z) met the primary and secondary endpoints, with favorable safety and tolerability.The Cambridge, Massachusetts-based biopharmaceutical company evaluated lonvo-z for the treatment of hereditary angioedema (HAE), a rare genetic condition characterized by recurrent, sometimes life-threatening episodes of swelling (angioedema) in different parts of the body. This includes the face, upper airway, abdomen, and extremities due to bradykinin overproduction.The company designed lonvo-z as a one-time treatment that is administered in an outpatient setting. Lonvo-Z is an in vivo CRISPR gene-editing candidate designed to disable the kallikrein B1 (KLKB1) gene, aiming to permanently reduce kallikrein and bradykinin levels.“For those patients who have spent years battling unpredictable breakthrough swelling attacks, anxiety about their next attack or the many burdens associated with chronic prophylactic treatment, lonvo-z represents a potential paradigm shift in treatment,” said Intellia Therapeutics CEO John Leonard.The company stated that 62% of the patients in the trial who received lonvo-z were entirely free of HAE attacks during the six-month evaluation period, compared to 11% of patients who received a placebo.<h2 class="st-heading-2">Intellia Submits Application For FDA Approval</h2>Intellia Therapeutics also stated that it has initiated a rolling Biologics License Application (BLA) submission to the U.S. Food and Drug Administration (FDA) for approval.It is also preparing for a potential U.S. launch of lonvo-z in the first half of 2027.Intellia Therapeutics stated that it will present additional data at the 2026 European Academy of Allergy and Clinical Immunology Congress in June this year.The company said that one in 50,000 people is estimated to be affected by HAE.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/NTLA">Intellia Therapeutics</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.One user stated that gene editing is the future.<stembedurl>https://stocktwits.com/2h2guard/message/651485761</stembedurl>Another bullish user recommended investing now before it is too late for the perfect buying opportunity.<stembedurl>https://stocktwits.com/JuniorStocka/message/651485649</stembedurl><a href="https://stocktwits.com/symbol/NTLA">NTLA stock</a> is up 52% year-to-date and 67% over the past 12 months. The ARK Innovation ETF (ARKK) is up 53% over the past 12 months, while the S&amp;P Biotech ETF (XBI) is up 65%.The iShares Russell 2000 ETF (IWM) is up 43% during this period, while the Vanguard Small-Cap Growth Index Fund ETF Shares (VBK) is up 36%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/qcom-stock-highest-level-3-months-wall-street-not-bullish-q2-earnings/cZBNZwBRe2M">QCOM Stock On Track To Open At Highest Levels In 3 Months, But Wall Street Is Cautious Ahead Of Q2 Earnings</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Intellia Therapeutics, building exterior and company sign, Cambridge, Massachusetts, USA. (Photo by: Spencer Grant/GHI/UCG/Universal Images Group via Getty Images)

NTLA Jumps Premarket On Positive Late-Stage Trial Data For Gene-Editing Therapy — Retail Says Buy Now Before It’s Too Late

Intellia Therapeutics stated that its Phase 3 trial of lonvoguran ziclumeran met the primary and secondary endpoints, with favorable safety and tolerability.

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Discussions center on the escalating conflict in the Strait of Hormuz and how rising energy costs are clashing with optimistic market performance.

Market participants frequently debate whether the current rally is driven by sustainable innovation or a speculative AI-fueled bubble.

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