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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 (HIMS) is sparking heated debate ahead of its Q4 2025 earnings report, as investors weigh the potential for a significant short squeeze against concerns regarding GLP-1 regulatory pressures and recent acquisition impacts. The community is sharply divided between those anticipating an oversold rebound driven by international expansion and others fearing further declines amid competitive and legal challenges.

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

International Business Machines Corp.

IBM is facing a substantial stock drop after Anthropic's Claude AI unveiled new COBOL modernization capabilities, leading to market concerns about its impact on a core legacy business. Yet, community discussion points to this as an overreaction, highlighting IBM's existing partnership with Anthropic and its own robust AI and quantum computing initiatives.

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 seeing intense discussion following its earnings report and a series of major contract wins in areas like drone engines, hypersonics, and satellite systems, prompting a debate among investors about its valuation and long-term growth. Amidst broader geopolitical tensions, the community remains divided between optimism for its defense tech leadership and concerns over its recent price swings.

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 (now Beyond, Inc.) is trending as recent financial results revealed declining revenue and ongoing cash burn, fueling community concerns about its profitability and the leadership of Marcus Lemonis amid new ventures into tokenization and acquisitions.

Mastercard, Inc. is a technology company, which engages in the provision of payment solutions for the development and implementation of credit, debit, prepaid, commercial, and payment programs through its brands including Mastercard, Maestro, and Cirrus. It also offers cyber and intelligence solutions. The company was founded in November 1966 and is headquartered in Purchase, NY.

Mastercard Incorporated - Ordinary Shares - Class A

Mastercard Inc

Mastercard is trending due to a notable sell-off across the payments sector, sparked by intensifying concerns over AI's potential to disrupt traditional payment models and new regulatory pressures, including proposed credit card interest rate caps. Community discussion is split between panic regarding legacy finance models and those viewing the dip as a strategic buying opportunity for its resilient global network.

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

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk shares are reacting to news that its experimental obesity drug CagriSema did not achieve non-inferiority compared to Eli Lilly's tirzepatide in a recent trial, causing a significant market downturn. The community is sharply divided, with some viewing the sell-off as an irrational overreaction and buying the dip, citing NVO's robust fundamentals and the strong performance of its oral Wegovy pill, while others see it as a clear win for Eli Lilly in the competitive GLP-1 sector.

Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, NEREUS, Ponvory, and HETLIOZAccess. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is trending on news of its FDA approval for BYSANTI, a new chemical entity with patent protection extending to 2044, fueling widespread community discussion about the stock's significant undervaluation, potential for a short squeeze, and increasing prospects for a major pharmaceutical buyout.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is experiencing intense volatility ahead of its upcoming Q4 earnings, as the stock is caught in a broader software sell-off driven by AI displacement fears, despite recent positive news like its WorkFusion acquisition and industry awards. While bears predict further declines amid general market weakness, the community is actively discussing strong institutional accumulation and the company's agentic AI leadership, with many viewing current prices as a significant buying opportunity.

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

PayPal Holdings Inc

PayPal is experiencing significant trading volume and market chatter as reports circulate about potential takeover interest from various rivals, with some considering a full acquisition and others targeting specific assets. The discussions highlight the company's perceived undervaluation amid its recent struggles, leading to widespread speculation on a possible acquisition price.

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

A steep sell-off in Pagaya Technologies shares, occurring despite the company achieving GAAP profitability and projecting future growth, has sparked intense community debate over market manipulation and broader fintech sector weakness. Investors are actively discussing the stock's extreme undervaluation as a potential buying opportunity, even as others express frustration with the conservative management outlook.

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<ul class="summary-bullets"><li>Snap also announced that its board of directors has authorized a stock repurchase program of up to $500 million of its Class A common stock.</li><li>Snap’s Revenue from In-App Optimizations grew 89% year-over-year, supported by advances in foundational app models.</li><li>The company estimates Q1’26 revenue to be between $1.50 billion to $1.53 billion.&nbsp;</li></ul>Snap shares rallied on Wednesday after it posted a 10% jump in fourth quarter revenue helped by growth in In-App optimizations.“Our Q4 results began to reflect the impact of our strategic pivot toward profitable growth, translating into revenue diversification and meaningful margin expansion,” said Evan Spiegel, Snap CEO. “This progress reflects our commitment to building a more financially efficient and profitable business while continuing to invest in the future of augmented reality and the consumer launch of Specs.”Snap also announced that its board of directors has authorized a stock repurchase program of up to $500 million of its Class A common stock.<h2 class="st-heading-2">Q4 Earnings</h2>Snap’s fourth quarter revenue increased 10% year-over-year to $1.72 billion, beating analysts’ estimates of $1.7 billion, as per data from fiscal.ai.&nbsp;Revenue from In-App Optimizations grew 89% year-over-year, supported by advances in foundational app models, broader adoption of the App Power Pack, and new immersive formats such as Playables.Diluted net income per share attributable to common stockholders rose to $0.03 per share, compared to $0.01 it reported in the same quarter a year-ago. However the profit fell short of analyst expectations of $0.15 per share.&nbsp;The company saw its global monthly active users (MAU) in Q4 reach 946 million, an increase of 51 million or 6% year-over-year.<h2 class="st-heading-2">Outlook</h2>The company in prepared remarks ahead of its Q4 earnings call said, "For Q1 specifically, our guidance range for revenue is $1.50 billion to $1.53 billion,” It said the Q1 revenue guidance range excludes any potential revenue from the Perplexity integration as it is yet to mutually agree on a path to a broader roll out.”The company estimates that Adjusted core profit will be between $170 million and $190 million in Q1.&nbsp;“As we begin 2026, we are excited to execute on our pivot toward profitable growth and to make incremental progress toward our medium term goal of delivering meaningful Net Income profitability. The impacts of this strategic direction are already evident in our Q4 results, and we are incredibly proud of the work our team is doing to build on this momentum in Q1," it said.&nbsp;The company said its full year cost structure guidance range for Infrastructure costs is $1.6 billion to $1.65 billion, which would represent flat year-over-year infrastructure costs at the low end.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around SNAP trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One bullish user called its earnings results “positive”.<stembedurl>https://stocktwits.com/humblpie/message/644035161</stembedurl>Another bullish user called the earnings “gold”.<stembedurl>https://stocktwits.com/OmerSimpson/message/644032999</stembedurl>Shares in the company have fallen 47% over the past year.&nbsp;Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/alphabet-shares-down-despite-reporting-record-annual-revenue-know-why/cZbjXJVR4Ng">Alphabet’s Shares Gains After Hours After Reporting $400B+ Annual Revenue For The First Time - Here’s More Details</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

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

SNAP Stock Rallies After Hours As Q4 Revenue Growth Impresses Investors

Snap’s fourth quarter revenue increased 10% year-over-year to $1.72 billion, beating analysts’ estimates of $1.7 billion, as per data from fiscal.ai. 

Equity

Snap’s fourth quarter revenue increased 10% year-over-year to $1.72 billion, beating analysts’ estimates of $1.7 billion, as per data from fiscal.ai. 


<ul class="summary-bullets"><li>The technology heavyweight increased its capex outlook in the range of $175 to $185 billion for FY 2026, way above analysts’ consensus of $120 billion.</li><li>The company’s diluted earnings per share rose 31% to $2.82 per share, comfortably beating Wall Street consensus of $2.64 per share.&nbsp;</li><li>Alphabet said that it will soon launch new YouTube TV plans, bringing more choice and flexibility to subscribers with over 10 genre specific packages.</li></ul>Alphabet (GOOGL) reported a 18% jump in its fourth quarter revenue on Wednesday helped by strong momentum across the business and acceleration in growth in both Google Services and Google Cloud.At the time of writing shares gained more than 1% after market hours.“We’re seeing our AI investments and infrastructure drive revenue and growth across the board. To meet customer demand and capitalize on the growing opportunities we have ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175 to $185 billion,"said Sundar Pichai, CEO of Alphabet and Google.&nbsp;<h2 class="st-heading-2">Q4 Results</h2>Consolidated Alphabet revenues increased 18% to $113.8 billion in the fourth quarter, the company said. It beat analysts’ estimates of $111.5 billion, as per data from fiscal.ai.&nbsp;The company’s diluted earnings per share rose 31% to $2.82 per share, comfortably beating Wall Street consensus of $2.64 per share.&nbsp;“It was a tremendous quarter for Alphabet and annual revenues exceeded $400 billion for the first time. The launch of Gemini 3 was a major milestone and we have great momentum,” Pichai added.&nbsp;“Search saw more usage in Q4 than ever before, as AI continues to drive an expansionary moment, we have executed with incredible speed,” Pichai said in an analyst call.&nbsp;<h2 class="st-heading-2">YouTube Strength</h2>YouTube revenue across ads and subscriptions exceeded $60 billion for the full year 2025. In the fourth quarter it jumped to $11.4 billion, compared to $10.5 billion from the year-ago quarter.&nbsp;Pichai said that the company continues to see strong subscription revenue growth across YouTube, particularly YouTube Music premium. The firm will soon launch new YouTube TV plans, bringing more choice and flexibility to subscribers with over 10 genre specific packages.YouTube continues to be the number one streamer in the US for nearly three years, according to Nielsen.<h2 class="st-heading-2">Outlook</h2>The technology heavyweight increased its capex outlook in the range of $175 to $185 billion for FY 2026, way above analysts’ consensus of $120 billion.&nbsp;The company said the significant increase in its investments in technical infrastructure will continue to put pressure on its Profit and Loss statement in the form of higher depreciation expense and related data centers. It expects the depreciation growth rate in 2026 to accelerate in Q1’26 and meaningfully increase for the full year.Alphabet said it is planning to continue hiring in key investment areas such as AI and cloud.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around GOOGL trended in ‘extremely bullish’ territory amid ‘extremely high’message volume.&nbsp;One bullish user on GOOGL’s after hours stock movement said &nbsp;‘we saw a knee-jerk selloff initially because traders were spooked by Google’s big capex spending. But then traders looked at the numbers and realized Google might actually know what it is doing. Go deep, go long, get rich’.<stembedurl>https://stocktwits.com/DCDayTrader/message/644031837</stembedurl>Another user termed Alphabet as ‘Goat’<stembedurl>https://stocktwits.com/ProfitableTrader25/message/644032548</stembedurl>GOOGL shares have gained 64% over the past 12 months.&nbsp;Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/snap-stock-rallies-after-hours-as-q4-revenue-growth-impresses-investors/cZbjXoAR4NW">SNAP Stock Rally After Hours As Q4 Revenue Growth Impresses Investors</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Alphabet Stock Gains After Hours After Reporting $400B+ Annual Revenue For The First Time - Here Are More Details

Consolidated Alphabet revenues increased 18% to $113.8 billion in the fourth quarter, the company said.

<ul class="summary-bullets"><li>Revenue for the three months came in at $3 billion, marking a growth of 4.9%, and &nbsp;beating a consensus estimate of $2.96 billion.</li><li>Comparable restaurant sales declined 2.5% in the quarter.</li><li>In fiscal year 2026, the company expects comparable restaurant sales to be about flat though it expects to open 350-370 restaurants.</li></ul> Shares of Chipotle Mexican Grill, Inc. (CMG) tumbled 8% after hours on Tuesday on the heels of the company forecasting flat year-over-year growth in same-store sales for the current fiscal year.However, both the company’s fourth-quarter earnings and revenue numbers beat Wall Street expectations.<h2 class="st-heading-2">Q4 Earnings</h2>The burrito chain company reported earnings per share of $0.25, beating an analyst estimate of $0.24, according to data from Fiscal AI. Revenue for the three months came in at $3 billion, marking a growth of 4.9%, and &nbsp;beating a consensus estimate of $2.96 billion after it opened 132 company-owned restaurants and seven restaurants run by international licensees.Comparable restaurant sales, however, declined 2.5% in the quarter, marking the straight fourth quarter of drop. For the full year 2025, same store sales fell 1.7%.In fiscal year 2026, the company expects comparable restaurant sales to be about flat though it expects to open 350-370 restaurants including 10 to 15 international partner-operated restaurants. In 2025, Chipotle opened 334 company-owned restaurants, and 11 international partner-operated restaurants, taking the total number of restaurants to over 4000.The company also repurchased $741.6 million of stock at an average price per share of $34.14 during the fourth quarter. Chipotle ended the year with $1.7 billion remaining available under share repurchase authorizations from its board.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around CMG stock rose from ‘neutral’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘high’ to ‘extremely high’ levels.A Stocktwits user opined that the shares might open flat on Wednesday.<stembedurl>https://www.stocktwits.com/Khalkab/message/643886378</stembedurl>Another noted that the stock has wiped out the gains made over the past one month after-hours.<stembedurl>https://www.stocktwits.com/ranthor/message/643884205</stembedurl>A more positive user, however, highlighted that the company still beat Wall Street expectations.<stembedurl>https://www.stocktwits.com/Bhnninub/message/643879648</stembedurl><a href="https://stocktwits.com/symbol/CMG">CMG stock</a> has dropped 33% over the past 12 months.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-prld-stock-surge-today/cZb0IfKR4mY">Why Did PRLD Stock Surge 13% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

n this photo illustration, the logo of Chipotle Mexican Grill, Inc. is displayed on a smartphone screen, with the company's stock market chart in the background, on April 20, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

Chipotle Shares Drop 8% After Hours On Falling Traffic And Flat Sales Guidance 

However, both the company’s fourth earnings and revenue numbers beat Wall Street expectations. 

<ul class="summary-bullets"><li>Senator Cory Booker said that the sale of Warner Brothers to either Netflix or Paramount would have a significant impact on 10s of 1000s of Americans that work in the entertainment industry and American consumers.</li><li>Cory also raised concerns over President Donald Trump's purchase of $2 million in stocks and bonds in both Netflix and Warner Brothers, days after the Netflix Warner Brothers deal was announced.&nbsp;</li><li>WBD’s chief revenue and strategy officer, Bruce Campbell told the senate committee that Netflix was and remains the best opportunity for the company.&nbsp;</li></ul>Netflix Inc. (<a href="https://stocktwits.com/symbol/NFLX">NFLX</a>) co-CEO Ted Sarandos said in a testimony before the Senate on Tuesday that after its deal with Warner Bros Discovery (<a href="https://stocktwits.com/symbol/WBD">WBD</a>), both companies will largely operate as they are doing at present.&nbsp;“We plan to operate those businesses largely as they are today. Netflix and Warner Brothers both have streaming services, but they are very complimentary,” Ted Sarandos said in the testimony.&nbsp;“This deal keeps one of the most iconic Hollywood studios healthy and competitive. Warner and Netflix together will create value for consumers, more opportunities for the creative community, and more American jobs,” he added.&nbsp;Netflix and WBD are facing a skeptical Senate panel Tuesday to defend their $82.7 billion media merger against concerns it will hurt competition in the streaming market.&nbsp;<h2 class="st-heading-2">Critical Senators</h2>Democratic Senator Cory Booker said that the sale of Warner Brothers to either Netflix or Paramount would have a significant impact on 10s of 1000s of Americans that work in the entertainment industry and American consumers. “I've been hearing from people throughout this industry, concerns, fears, worries, legitimate folks that don't have a political ax to grind, who are very concerned about the matters,” he added.&nbsp;He also raised concerns over President Donald Trump's purchase of $2 million in stocks and bonds in both Netflix and Warner Brothers, days after the Netflix Warner Brothers deal was announced.&nbsp;“I think it is outrageous for any senator, any house member, or for the President or Vice President, for that matter, to be trading in individual stocks when they have extraordinary insider information and influence over policies that move corporate power,” he added.&nbsp;<h2 class="st-heading-2">Right Deal For WBD</h2>WBD’s chief revenue and strategy officer, Bruce Campbell told the senate committee that Netflix was and remains the best opportunity for the company.&nbsp;The vertical merger permits Netflix to expand its nascent movie and television production capabilities with the addition of the Warner Brothers studio assets and gives WBD’s production capabilities access to Netflix's popular and consumer friendly streaming and distribution platform, he added.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around NFLX and WBD trended in ‘bearish’ amid ‘low’ message volume.&nbsp;One Stocktwits user wrote that ‘after watching the hearing today it doesn't look good for Netflix getting this across the finish line…’&nbsp;&nbsp;<stembedurl>https://stocktwits.com/Ben_Dover_U/message/643891022</stembedurl>Shares in WBD have jumped 165.5% over the past 12 months. Meanwhile, NFLX shares have fallen 18% over the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, the Netflix logo is seen displayed on a smartphone screen and a Warner Bros. Discovery logo in the background.

 Netflix, WBD Will Continue To Operate As They Are Doing Now, Ted Sarandos Tells Senate 

Netflix and WBD are facing a skeptical Senate panel Tuesday to defend their $82.7 billion media merger against concerns it will hurt competition in the streaming market. 

<ul class="summary-bullets"><li>The latest approval marks the twelfth indication for Darzalex Faspro and fifth in newly diagnosed multiple myeloma.</li><li>The approval is based on results from a trial which enrolled 395 patients and showed that a higher percentage of patients achieved minimal residual disease (MRD)-negativity with the combination.&nbsp;</li><li>Earlier this month, Johnson &amp; Johnson reported oncology segment sales of $25.38 billion, marking growth of 22.1% year-on-year.</li></ul>Shares of Johnson &amp; Johnson (JNJ) rose 1.5% on Tuesday after the U.S. Food and Drug Administration (FDA) approved its cancer drug in combination with others in certain multiple myeloma patients.FDA <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.fda.gov/drugs/resources-information-approved-drugs/fda-approves-daratumumab-and-hyaluronidase-fihj-bortezomib-lenalidomide-and-dexamethasone-newly">approved</a> Darzalex Faspro in combination with bortezomib, lenalidomide, and dexamethasone (VRd) for adults with newly-diagnosed multiple myeloma who are ineligible for autologous stem cell transplant (ASCT).The combination was previously approved in the treatment of patients who are newly diagnosed with multiple myeloma and eligible for ASCT.<h2 class="st-heading-2">Latest Approval</h2>The latest approval marks the twelfth indication for Darzalex Faspro and fifth in newly-diagnosed multiple myeloma.The approval is based on results from a trial which enrolled 395 patients and showed that a higher percentage of patients achieved minimal residual disease (MRD)-negativity with the combination as compared to VRd alone at 22 months. MRD-negativity indicates that highly sensitive tests cannot detect any cancer cells in a patient’s bone marrow.Darzalex Faspro is a prescription medicine approved by the FDA in May 2020 and used to treat adult patients with multiple myeloma alone or in combination with other drugs. In November, the FDA also approved it as a single-agent treatment for adult patients with high-risk smoldering multiple myeloma, making it the first and only treatment for the disease.Multiple myeloma is a blood cancer arising from plasma cells in the bone marrow, causing them to grow uncontrollably, destroy bone, and impair immune function by producing abnormal proteins (M protein). Symptoms include bone pain (especially back or ribs), fatigue, weakness, kidney issues, and frequent infections. It is the second most common blood cancer worldwide.<h2 class="st-heading-2">JNJ’s Oncology Pipeline</h2>Earlier this month, Johnson &amp; Johnson reported oncology segment sales of $25.38 billion, marking growth of 22.1% year-on-year, and accounting for about 27% of the company’s overall sales. Darzalex revenue alone increased 95.9% to 1.89 billion.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around JNJ stock stayed within the ‘bullish’ territory over the past 24 hours, while message volume remained at ‘high’ levels.<a href="https://stocktwits.com/symbol/JNJ">JNJ stock</a> has gained 47% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-brand-value-reportedly-took-a-dive-in-2025/cmyOTliR4LF">Tesla’s Brand Value Tanked In 2025 — Consulting Firm Thinks Musk’s Politics Could Have Played A Role</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Johnson & Johnson logo seen displayed on a monitor. (Photo Illustration by Valera Golovniov/SOPA Images/LightRocket via Getty Images)

JNJ Stock Rises On Fresh FDA Approval For Multiple Myeloma Drug

FDA approved Darzalex Faspro in combination with bortezomib, lenalidomide, and dexamethasone for adults with newly diagnosed multiple myeloma who are ineligible for autologous stem cell transplant. 

<ul class="summary-bullets"><li>The new layoffs are in addition to the 1000 corporate jobs cuts announced last summer, the report noted.</li><li>CEO Elliott Hill said in December that the company is in the “middle innings” of a multi-year turnaround after a period marked by leadership changes and excess inventory.</li><li>Late last month, several Nike insiders purchased shares of the company, hiking investor optimism.</li></ul>Nike Inc. (NKE) is reportedly laying off 775 employees as it ramps up the use of automation.CNBC <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/26/nike-to-lay-off-775-employees-at-us-distribution-centers.html">reported</a> on Monday, citing people familiar with the matter, that the new layoffs will mostly impact distribution center roles in Tennessee and Mississippi.The sneaker company operates warehouses in these regions, the report said, while adding that it is unclear how many distribution jobs the company has in total in the U.S.The new layoffs are in addition to the 1000 corporate jobs cuts announced last summer, the report noted.CNBC noted that it is unclear how Nike intends to increase automation at its distribution facilities and how many jobs were particularly impacted by the automation initiative.&nbsp;“Our actions to consolidate our operations footprint primarily impact our US distribution operations,” Nike said in an emailed statement to Stocktwits. “These actions are designed to reduce complexity, improve flexibility, and build a more responsive, resilient, responsible, and efficient operation and to support our path back to long-term, profitable growth, including contributing to improved EBIT margins over time,” they added.The company spokesperson also said that Nike is sharpening its supply chain footprint, upskilling its team, and accelerating use of “advanced technology and automation.”<h2 class="st-heading-2">Share Purchases And Other Efforts</h2>Late last month, several Nike insiders purchased shares of the company, hiking investor optimism. Tim Cook, Nike’s lead independent director, CEO Elliott Hill, and Bob Swan, who currently serves on Nike’s board and chairs its audit and finance committee, all purchased shares of the company.The insider buying followed Nike’s latest quarterly results, which beat Wall Street expectations but included a cautious outlook for the holiday quarter. Nike said U.S. tariffs were continuing to pressure costs while slowdown in demand in China also weighed down the company’s earnings.Hill also said the company is in the “middle innings” of a multi-year turnaround after a period marked by leadership changes and excess inventory.Nike has also been working to rebuild wholesale relationships after an earlier push toward direct-to-consumer sales, while accelerating product launches in running and performance categories to regain market share.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around NKE shares improved from ‘extremely bearish’ to ‘bearish’ territory over the past 24 hours while message volume increased from ‘extremely low’ to ‘low’ levels.A Stocktwits user voiced optimism for the automation efforts saving money for the company.<stembedurl>https://www.stocktwits.com/ConcernedCitizen23/message/642938313</stembedurl><a href="https://stocktwits.com/symbol/NKE">NKE stock</a> has dropped 14% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-cvm-shares-rally-today/cmyJRm7R4hj">Why DID CVM Shares Rally Over 7% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Nike store with its swoosh logo prominently displayed on the glass storefront is seen inside a shopping mall on February 22, 2025, in Chongqing, China. (Photo by Cheng Xin/Getty Images)

Nike To Reportedly Lay Off 775 Additional Employees

CNBC reported on Monday, citing people familiar with the matter, that the new layoffs will mostly impact distribution center roles in Tennessee and Mississippi

<ul class="summary-bullets"><li>Lululemon now urges buyers to pair the leggings with skin-tone, seamless underwear.</li><li>Customers can either opt to have the leggings shipped to them or pick it up from one of the company’s stores.&nbsp;</li><li>Company founder Chip Wilson slammed the company’s board over the pause in sales earlier this week.</li></ul> Shares of Lululemon Athletica Inc. (LULU) closed up 3% on Thursday after the company relaunched its ‘Get Low’ leggings online after a brief pause.Earlier this week, Bloomberg reported that Lululemon has removed the ‘Get Low’ collection from its website following customer complaints about their sheerness and see-through nature merely days after debut.Lululemon is now urging buyers to pair the leggings with skin-tone, seamless underwear. Other recommendations also involve sizing up. Customers can either opt to have the leggings shipped to them or pick it up from one of the company’s stores.<h2 class="st-heading-2">The Pullback</h2>The Get Low knit collection is designed for training, and is made of a combination of nylon, recycled polyester, and elastane. However, customer criticism regarding their see-through nature caused the company to pause sales online last week.“...we have temporarily paused sales online in the market to better understand some initial guest feedback and support with product education,” a company spokesperson reportedly told Bloomberg at the time of removal. “We expect to bring the collection back to our North America e-commerce channels soon and the collection continues to be available in other markets.”Following the pause, Lululemon founder and one of its largest shareholders, Chip Wilson, criticized the company in a LinkedIn post, terming it a “new low,” while also pinning the blame on the Lululemon’s board of directors.“Pulling back the “Get Low” product line after three days is clearly a total operational failure,” Wilson <a href="https://stocktwits.com/news-articles/markets/equity/lululemon-founder-pins-pullback-of-sheer-training-pants-on-boards-lack-of-experience/cmUx4CWR4QP">said</a> in the post. He highlighted that the company’s previous Breezethrough leggings launch had similar product flaws, subsequently leading to recall in mid-2024.Wilson alleged on Wednesday that Lululemon has “completely lost its way” as &nbsp;a technical apparel leader and that it has failed to deliver products that “work.” The founder further pinned the blame on the company’s board, with whom he is currently waging an activist campaign. Wilson launched a proxy fight in late December by nominating three independent directors to the company's board.Activist investor Elliott Investment Management is also reportedly pushing for retail executive Jane Nielsen as new CEO at the athletic apparel retailer. Current CEO Calvin McDonald is slated to leave in about a week.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around LULU stock fell from ‘bullish’ to ‘neutral’ territory over the past 24 hours while message volume stayed at ‘high’ levels.A Stocktwits user expects the rally on Thursday to continue through the end of the week.<stembedurl>https://www.stocktwits.com/una88/message/642563835</stembedurl>Another user said that the next major catalyst for the company would be a new CEO announcement.<stembedurl>https://www.stocktwits.com/weqwewqeq1111/message/642519584</stembedurl><a href="https://stocktwits.com/symbol/LULU">LULU stock</a> fell 49% over the past 12 months.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/gm-intends-to-reshore-buick-envision-production-to-us-may-end-bolt-ev-production-report/cmUCJbhR4Xl">Elon Musk Says Self-Driving Cars Is ‘Essentially Solved’ In US Despite Regulatory Scrutiny On FSD: Eyes Launching The Software In Europe, China Next Month</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Lululemon Shares Rise On See-Through Leggings Relaunch — New Recommendations Include Skin-Toned Underwear 

Earlier this week, Bloomberg reported that Lululemon had removed the ‘Get Low’ collection from its website following customer complaints about their sheerness, merely days after debut.

<ul class="summary-bullets"><li>A Lululemon spokesperson said in a statement to Bloomberg that the collection, however, remains at its stores in North America.</li><li>Bloomberg noted that customers have been raising complaints about the sheerness of the tights.</li><li>Separately, Semafor reported earlier on Tuesday that Lululemon founder and second-biggest shareholder Chip Wilson is trying to remove private equity firm Advent from the company’s board.</li></ul>Shares of Lululemon Athletica Inc. (LULU) slipped 6% on Tuesday on the heels of reports that the company has removed a new line of training apparel from its website following customer complaints. &nbsp;The ‘Get Low’ collection has been removed from the firm’s website merely days after its debut, Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-20/lululemon-pulls-new-get-low-collection-days-after-debut-amid-complaints">reported</a>. &nbsp;A Lululemon spokesperson reportedly said in a statement to Bloomberg that the collection, however, remains at its stores in North America.“...we have temporarily paused sales online in the market to better understand some initial guest feedback and support with product education,” the spokesperson told Bloomberg. “We expect to bring the collection back to our North America e-commerce channels soon and the collection continues to be available in other markets.”Bloomberg noted that customers have been raising complaints about the sheerness of the tights, reminiscent of 2013 when the firm recalled many of its black yoga pants over their see-through nature.<h2 class="st-heading-2">Other Updates At Lululemon</h2>Last week, Lululemon said that it expects net revenue and diluted earnings per share for the fourth-quarter of fiscal 2025 to be toward the high-end of the previously guided ranges of $3.500 billion to $3.585 billion and $4.66 to $4.76, respectively. The company pinned the announcement to its performance over the holiday period.Separately, Semafor <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.semafor.com/article/01/19/2026/lululemons-founder-seeks-advents-ouster-in-proxy-fight">reported</a> earlier on Tuesday that Lululemon founder and second-biggest shareholder Chip Wilson is trying to remove private equity firm Advent from the company’s board as part of a proxy fight launched late last year. Wilson is not looking for a board seat for himself but wants two legacy Advent-linked directors to resign, Semafor reported, citing people familiar with the matter. &nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around LULU stock jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘low’ levels.<a href="https://stocktwits.com/symbol/LULU">LULU stock</a> fell 49% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/capr-stock-slides-after-fda-requests-more-data-for-genetic-disorder-therapy/cmUusx1R4O7">CAPR Stock Slides After FDA Requests More Data For Genetic Disorder Therapy — What Does Retail Think?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 A Lululemon corporate logo hangs on the front of their store in Brookfield Place on June 21, 2023, in New York City. (Photo by Gary Hershorn/Getty Images)

Lululemon Stock Slips 6% After Reportedly Removing “See-Through” Leggings From Website

The ‘Get Low’ collection has been removed from the firm’s website merely days after its debut, Bloomberg reported. 

<ul class="summary-bullets"><li>RBC remains constructive on wafer fab investment and expects Applied Materials to deliver growth at least in line with the sector over the next 12 months.</li><li>Barclays said that the recent recovery in DRAM spending makes the shares attractive.</li><li>AMAT shares are on track to open at their highest ever levels.</li></ul>Applied Materials (AMAT) tracked the interest in the semiconductor sector on Thursday, with the stock jumping 8% in pre-market trading. It is on track to open at its&nbsp;highest-ever levels following a slew of favourable brokerage action and Taiwan Semiconductor Manufacturing Co’s (TSMC) increased expenditure forecast, following a smashing fourth-quarter (Q4) earnings report.<h2 class="st-heading-2">What Are The Brokerages Saying?</h2>RBC Capital initiated coverage of Applied Materials with an ‘Outperform’ rating and a price target of $385, an 18% upside to the current premarket price of $325.4, according to The Fly. The stock beat the SOX index (PHLX Semiconductor Sector) last year but trailed U.S. equipment peers, weighed down by China-related headwinds, softer spending on mature nodes, and potential share losses. Despite this, the RBC remains constructive on wafer fab investment and expects Applied Materials to deliver growth at least in line with the sector over the next 12 months.Barclays upgraded the stock to ‘Overweight’ from ‘Equal Weight’ and raised the price target to $360 from $250. Analyst Tom O'Malley said that the recent recovery in DRAM spending makes the shares attractive, with AMAT’s exposure to the memory market turning more favorable in 2026.Wells Fargo raised Applied Materials' price target to $350 from $290, and maintained an ‘Overweight’ rating.<h2 class="st-heading-2">TSMC Raises 2026 CAPEX Plans</h2>Applied Materials, a chip equipment maker and a key supplier for TSMC, is also likely to benefit from the largest semiconductor manufacturer in the world increasing its capital expenditure for 2026 by 37% to $56 billion.Applied Materials also found favour with firms including Stifel, Bank of America (BoFA), and Bernstein, who expect the company to benefit from the increased expenditure in the semiconductor wafer fab equipment market.<h2 class="st-heading-2">How Did Retail React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/AMAT">AMAT</a> on Stocktwits remained in the ‘bullish’ territory over the past 24 hours, amid ‘high’ message volumes.<img src="https://news.stocktwits-cdn.com/AMAT_jpg_109d275ba8.webp" alt="AMAT.jpg">The stock has gained around 76% over the past year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/blackrock-q4-results-beat-estimates-stock-rises/cmU1SKBR47A">BlackRock Stock Rises Pre-Market: Record Inflows Drive Q4 Revenue Beat</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Applied Materials logo is displayed on a smartphone screen in front of a stock chart, on February 10, 2025, in Chongqing, China.

AMAT Stock Is Breaking Out – Here’s What Changed

Applied Materials Inc Stock - Multiple brokerages, including RBC Capital and Barclays, raised the stock’s price target and kept a bullish rating, citing increased spending on semiconductor manufacturing equipment.

AMAT Stock Surges Toward All-Time Highs On TSMC Spending Signal, Wall Street Optimism

Multiple brokerages, including RBC Capital and Barclays, raised the stock’s price target and kept a bullish rating, citing increased spending on semiconductor manufacturing equipment.

<ul class="summary-bullets"><li>Microsoft has committed to paying for electricity costs for its datacenters so that they don’t increase consumer electricity prices.&nbsp;</li><li>The company said it would work towards a 40% improvement in datacenter water-use intensity by 2030.</li><li>Other points included were the company’s commitment to creating more jobs, adding to the tax base for local infrastructure development, and investing in AI training and nonprofits.</li></ul>Microsoft Corp. (MSFT) on Tuesday announced a five-point plan detailing its artificial intelligence infrastructure goals, including absorbing costs and curtailing water usage for its data centers in the U.S.The company has committed to paying for electricity costs for its data centers so that they don’t increase consumer electricity prices. Microsoft has also committed to minimizing its water use and to replenishing the water that it uses.The announcement comes a day after U.S. President Donald Trump <a href="https://stocktwits.com/news-articles/markets/equity/trump-wants-big-tech-to-pick-up-the-tab-as-rapid-ai-datacenter-buildout-drives-up-power-bills/cmUQpzLR44b">said</a> in a social media post that his administration is working with technology giants, including Microsoft, to lower high power costs of running data centers.Apart from this, the company also said it would create more jobs, add to the tax base for local infrastructure development, and strengthen local communities by investing in AI training and nonprofits.<h2 class="st-heading-2">Microsoft’s Commitment</h2>Amid rising electricity consumption for AI usage, Microsoft’s power usage plan outlined four actions—paying utility rates that fully reflect datacenter costs so households aren’t burdened; working early and transparently with utilities to expand generation, transmission, and substations; improving datacenter efficiency through innovation and AI; and advocating for policies that speed up permitting, modernize the grid, and create fair rates for large power users.“Especially when tech companies are so profitable, we believe that it’s both unfair and politically unrealistic for our industry to ask the public to shoulder added electricity costs for AI,” <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://blogs.microsoft.com/on-the-issues/2026/01/13/community-first-ai-infrastructure/">said</a> Microsoft Vice Chair and President Brad Smith in a statement. “Instead, we believe the long-term success of AI infrastructure requires that tech companies pay their own way for the electricity costs they create,” he added.The tech giant also said that its goal is to reduce water use for its data centers and invest in infrastructure that would help replenish more water than it uses. The company said it would work towards a 40% improvement in datacenter water-use intensity by 2030 using optimization strategies like deploying closed-loop cooling systems. Microsoft also said it plans to be water-positive by restoring more water to local watersheds than its data centers consume.<h2 class="st-heading-2">Trump’s Comments</h2>President Trump said on Monday on Truth Social, “I never want Americans to pay higher Electricity bills because of Data Centers. Therefore, my Administration is working with major American Technology Companies to secure their commitment to the American People, and we will have much to announce in the coming weeks.The rapid growth of data centers to meet AI demand has sharply raised electricity demand and in turn, prices, in many parts of the U.S. According to the International Energy Agency (IEA), data center electricity demand in the U.S. will more than triple by 2035, growing from 200 terawatt-hours to 640 terawatt-hours per year.A <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/graphics/2025-ai-data-centers-electricity-prices/">report</a> from Bloomberg in Sept. 2025 showed that wholesale electricity costs went up by as much as 267% in areas near data centers compared to five years ago.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/MSFT">MSFT shares</a> rose to ‘neutral’ from ‘bearish’ territory over 24 hours as message volume stayed in the ‘high’ level.One user said that Trump’s comment made them bullish on MSFT as it indicated the company may have already reached an agreement with the administration for an energy deal.<stembedurl>https://stocktwits.com/DamnTooHigh/message/641607210</stembedurl>&nbsp;Shares of MSFT rose over 12% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration the Microsoft logo is displayed on a mobile phone screen in Ankara, Turkiye on October 11, 2025.

Microsoft Unveils Five-Point ‘Community-First AI’ Infrastructure Plan That Includes Capping AI Data Center Costs

Microsoft on Tuesday unveiled a five-point plan that included absorbing power costs, and reducing water usage for its data centers in the U.S.

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