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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 is trending following its earnings report, where an EPS beat and optimistic full-year guidance have ignited hopes for a short squeeze among bulls, who emphasize the stock's oversold status and diversified growth. However, bears point to a revenue miss and continued concerns over competition and regulatory headwinds, leading to a highly divided community discussion on the stock's valuation and future.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is trending following encouraging Phase 1 data for its T-cell engagers (VIR-5818 and VIR-5500) in oncology, showcasing promising safety and efficacy that has generated significant investor excitement and analyst upgrades. The community is actively discussing the potential for further upside, anticipating more updates from its differentiated pipeline, including Hepatitis Delta therapies and upcoming ASCO GU presentations, despite ongoing debates around cash runway and potential dilution.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery (WBD) is trending as it reopens deal talks with Paramount Skydance (PSKY), which has sweetened its offer to acquire WBD by including Netflix's breakup fee. The community is debating whether this revised PSKY bid, or Netflix's existing board-recommended offer, provides the most compelling value and regulatory certainty for WBD shareholders in this intensifying media consolidation battle.

Protara Therapeutics, Inc. is a clinical-stage company engaged in developing treatments for rare and specialty diseases with significant unmet needs. Its current development programs focus on the treatment of rare diseases in structural and connective tissues and rare hepatology, gastrointestinal, and metabolic disorders. The company was founded by Jesse Shefferman and Jacqueline Zummo in March 2006 and is headquartered in New York, NY.

Protara Therapeutics Inc

Protara Therapeutics is trending due to recent interim Phase 2 data for its bladder cancer treatment, TARA-002, reporting a strong 6-month complete response rate, alongside a public stock offering. The community is largely perplexed by the subsequent significant price drop, with many seeing it as an undervaluation despite strong long-term pipeline potential.

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

International Business Machines Corp.

IBM is trending due to a sharp sell-off following Anthropic's announcement of AI tools for COBOL modernization, a core IBM business. Despite the market's overreaction, the community notes IBM's existing partnership with Anthropic and robust fundamentals in AI and quantum computing, leading many to see a significant buying opportunity amidst broader software sector concerns.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense & Security Solutions is trending after reporting a beat on its recent earnings, yet the market reaction has been mixed, leading to community discussions about its high valuation and recent price dip. Bulls remain confident, citing continued contract wins in unmanned systems and hypersonics amidst a strong defense sector backdrop.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix (NFLX) is at the center of an escalating bidding war for Warner Bros. Discovery (WBD), with Paramount Skydance (PSKY) reportedly submitting a superior offer, sparking intense community debate over whether Netflix will counter or choose to walk away and potentially benefit from a significant break-up fee amid regulatory uncertainties.

BlackRock Institutional Trust Company N.A. - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF (IGV) is trending amidst widespread market concern and aggressive short-selling, driven by fears that new AI models will disrupt traditional software business models. This has ignited a polarized debate, with many believing the sector faces obsolescence while others contend valuations are deeply oversold and expect AI to ultimately enhance, rather than replace, established software platforms.

Bed Bath & Beyond, Inc. engages in the provision of an e-commerce platform. It offers furniture and home furnishing products and services. The company was founded on May 5, 1997 and is headquartered in Murray, UT.

Bed Bath & Beyond Inc.

Bed Bath & Beyond Inc

Bed Bath & Beyond Inc. is trending as its Q4 financial results and "Everything Home" growth strategy spark community debate, with many questioning CEO Marcus Lemonis's leadership and the strategic shift towards real estate tokenization amid concerns over cash burn and market visibility.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is trending following a bullish Citron Research report highlighting its AI agent security leadership, igniting strong call option activity and community debate over its deep undervaluation relative to peers. Institutional accumulation and persistent buyout rumors continue to drive conversation around the cybersecurity firm.

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<ul class="summary-bullets"><li>Safe Pro will deliver advanced AI solutions for defense, security, and situational awareness applications.</li><li>Development and low-rate initial production of Safe Pro’s systems were funded by Ondas and Unusual Machines.</li><li>The company recently partnered with Lantronix to develop chipsets for Qualcomm-based drone and autonomous vehicle platforms.</li></ul>Shares of Safe Pro Group (SPAI) reversed pre-market gains to trade 6% lower on Friday, after the company said it secured a $1 million subcontract to supply AI processing systems to the U.S. Government through a prime contractor.According to the contract, Safe Pro will deliver advanced artificial intelligence solutions for defense, security, and situational awareness applications.Development and low-rate initial production of the systems were funded by U.S.-based firms, including Ondas (ONDS) and Unusual Machines (UMAC).<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/SPAI">SPAI</a> on Stocktwits turned ‘bullish’ from ‘neutral,’ but chatter was mixed.<img src="https://news.stocktwits-cdn.com/sfai_jpg_2a5b9c3bee.webp" alt="sfai.jpg">Following the contract announcement, one user called the news “bullish” and said they were long on the stock, while another chose to remain on the sidelines, arguing that the contract size was too small to be meaningful.<stembedurl>https://stocktwits.com/DrPiz/message/645426697</stembedurl><stembedurl>https://stocktwits.com/Tradebub/message/645427119</stembedurl><h2 class="st-heading-2">Partnerships With Lantronix And Ondas In Last Two Months</h2>The company recently signed a series of partnerships. Last month, Safe Pro signed a master services agreement and an MoU with Lantronix (LTRX) to jointly develop embeddable chipsets for Qualcomm-based drone and autonomous vehicle platforms.In December, Safe Pro and Ondas completed a Middle East pilot program using AI to support demining efforts, validating Safe Pro Object Threat Detection’s (SPOTD) ability to detect explosive threats in aerial imagery. The company had also filed a patent application for its AI-powered computer vision technology.Earlier that month, the company formed SPAI Ventures subsidiary to focus on strategic investments, including collaborations with Ukrainian and other international technology developers to support the growth of its SPOTD AI image analysis platform and ballistic protection products.Year-to-date, the stock has shed around 6%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/guardforce-gfai-stock-surge-premarket-share-buyback/cZRNEKfR4xg">This Nano-Cap Robotics Stock Surged More Than 43% In Pre-Market Today – What Drove The Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

This AI-Based Defense Company Secured A US Government Contract – So, Why Did The Stock Reverse Pre-Market Gains?

The company said it secured a $1 million subcontract to supply AI processing systems to the U.S. Government.

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Heartland Advisors Inc. Cuts Stock Holdings in Lantronix, Inc. $LTRX

Heartland Advisors Inc. trimmed its stake in Lantronix, Inc. (NASDAQ:LTRX - Free Report) by 17.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities...

Lantronix, Inc. $LTRX Shares Sold by Herald Investment Management Ltd

Herald Investment Management Ltd cut its stake in Lantronix, Inc. (NASDAQ:LTRX - Free Report) by 55.6% during the third quarter, according to its most recent 13F filing with the Securities and...

Lantronix (NASDAQ:LTRX) Upgraded at Wall Street Zen

Wall Street Zen raised Lantronix from a "buy" rating to a "strong-buy" rating in a research report on Saturday...

Lantronix, Inc. (NASDAQ:LTRX) Receives Consensus Rating of "Moderate Buy" from Analysts

Lantronix, Inc. (NASDAQ:LTRX - Get Free Report) has earned an average recommendation of "Moderate Buy" from the five ratings firms that are covering the company, MarketBeat reports. One investment...

Lantronix, Inc. (LTRX) Q2 Earnings Beat Estimates

Lantronix (LTRX) delivered earnings and revenue surprises of +33.33% and -1.41%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

Lantronix (LTRX) to Release Earnings on Thursday

Lantronix (NASDAQ:LTRX) will be releasing its Q2 2026 earnings before the market opens on Thursday, February 5. (View Earnings Report at...

Extreme Networks (EXTR) Q2 Earnings and Revenues Surpass Estimates

Extreme Networks (EXTR) delivered earnings and revenue surprises of +6.86% and +2.08%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

Lantronix (NASDAQ:LTRX) Stock Price Crosses Above Two Hundred Day Moving Average - Time to Sell?

Lantronix (NASDAQ:LTRX) Shares Cross Above 200 Day Moving Average - Time to Sell...

Wednesday Sector Laggards: Computer Peripherals, Aerospace & Defense Stocks

In trading on Wednesday, computer peripherals shares were relative laggards, down on the day by about 3%. Helping drag down the group were shares of Xerox Holdings, off about 12.6% and shares of...

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Lantronix

Lantronix, Inc. engages in the provision of software as a service (SaaS), engineering services, and hardware for Edge Computing, the Internet of Things (IoT), and Remote Environment Management (REM). Its services include Embedded IoT Solutions, IoT Systems Solutions, and Software and Engineering Services. The company was founded by Bernhard Bruscha in June 1989 and is headquartered in Irvine, CA.

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