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POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending as investors anticipate its optical interposer technology will be critical for next-generation AI data centers, fueled by strategic partnerships with industry giants like Luxshare and Foxconn that indirectly support hyperscalers like Meta and NVIDIA. The community is buzzing about POET's patented passive alignment process, which promises to revolutionize high-volume optical module manufacturing by enabling superior speed and energy efficiency over traditional copper. While eagerly awaiting official news, the market speculates on significant production orders ramping up by 2026, positioning POET as a potential leader in the rapidly expanding photonics sector.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending after receiving positive FDA feedback, which significantly de-risks the regulatory pathway for sonelokimab in hidradenitis suppurativa by allowing reliance on existing trial data for BLA submission. This development has fueled widespread community speculation around potential acquisition bids from major pharmaceutical companies like Merck and Eli Lilly, intensifying discussions about the drug's long-term value and multi-indication potential.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the Materials and Magnetics segments. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as geopolitical tensions escalate, driving the U.S. and its allies to aggressively pursue strategies for diversifying critical mineral supply chains away from China, including discussions around securing rare earth sources. The community is keenly focused on MP's strategic position as a vertically integrated domestic rare earth producer, with ongoing conversations about significant government-backed initiatives and partnerships with major tech companies fueling bullish sentiment despite concerns over market manipulation.

One Stop Systems, Inc. engages in the design, manufacture, and marketing of computing modules and systems targeting edge deployments. It deals with the design and manufacture of high-performance customized computer and flash arrays, in-flight entertainment, and connectivity and value-added reseller with minimal customization. It operates through the OSS and OSS Europe segments. The company was founded by Stephen D. Cooper and Mark Gunn in 1998 and is headquartered in Escondido, CA.

One Stop Systems Inc

One Stop Systems (OSS) is trending due to robust community excitement over a recent pre-production defense order, which validates its rugged AI edge compute technology for military vehicles. Investors are actively discussing the potential for much larger follow-on contracts, alongside the company's strategic pivot to high-margin opportunities, a strengthened balance sheet, and an exceptionally low share float. This confluence of factors is generating significant speculation about the stock's future momentum in the defense and AI sectors.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is currently trending due to high anticipation for upcoming announcements regarding its role in powering next-generation AI data centers with GaN and SiC technology, especially in collaboration with NVIDIA's 800V architecture. The community is actively discussing the stock's substantial short interest, leading to widespread speculation of a significant short squeeze and potential technical breakout.

Melania memes are digital collectibles intended to function as an expression of support for and engagement with the values embodied by the symbol MELANIA

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MELANIA CRYPTO is trending amidst community debate, with recent token supply releases noted by investors contributing to price fluctuations. While some anticipate a rebound driven by potential catalysts like an upcoming movie, a significant portion of the community views the asset as a "scam" or "pump and dump" within the broader political meme coin landscape, citing substantial losses and continued token distribution as key concerns.

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

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

Nebius Group N.V. 

Nebius Group is trending due to significant advancements in its AI cloud infrastructure, including strategic plans to deploy NVIDIA's next-gen Rubin platform and ongoing data center expansions in both the US and Israel. The community is highly bullish on its long-term potential, citing innovative off-grid power solutions and diversified offerings like Clickhouse as key drivers for becoming a leading hyperscaler. This strong conviction persists despite short-term volatility, fueled by the accelerating global demand for AI compute capacity.

Volatility Shares Trust - 2x Long VIX Futures ETF

Volatility Shares 2x Long VIX Futures ETF

UVIX is trending as geopolitical tensions, notably around Venezuela, fuel community debate over potential market volatility, with many anticipating a significant spike amidst broader economic concerns like debt and an AI bubble. Despite overall market resilience, traders are sharply divided, actively discussing hedging strategies and drawing parallels to past market crashes, even as others caution against the ETF's inherent decay.

Hycroft Mining Holding Corp. engages in the exploration, mining, and development of gold and silver properties. The company was founded on August 28, 2017 and is headquartered in Winnemucca, NV.

Hycroft Mining Holding Corporation - Ordinary Shares - Class A

Hycroft Mining Holding Corp

Hycroft Mining is experiencing significant speculative interest, driven by billionaire investor Eric Sprott's continued substantial share accumulation and recent record-breaking high-grade silver drill results. The community is buzzing with anticipation for an updated resource estimate from its vast Nevada property amidst a broader bullish outlook for silver, though concerns about potential share dilution from recent offerings and warrants are a key part of the ongoing debate.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is commanding market attention following its recent strong earnings, driven by record AI server orders and an increased outlook for future AI server shipments. Community discussions are vibrant, balancing optimism for its pivotal role in AI infrastructure and strategic partnerships against concerns over rising memory costs and reported stock volatility. Many investors see Dell as an undervalued player poised for continued growth in the burgeoning AI sector.

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<ul class="summary-bullets"><li>Goldsmith, however, said that 2026 will be a year of “growing impact” for the Redwood City-based biotech.&nbsp;</li><li>Last week, The Wall Street Journal reported that Merck is in talks to purchase Revolution Medicines in a deal that values the latter between $28 billion and $32 billion.</li><li>Stifel analyst Laura Prendergast said that the company’s pipeline updates at the conference "have us thinking that this speculated $28-32B range might not be enough."</li></ul><p>Shares of Revolution Medicines (RVMD) dipped 1% on Monday after CEO Mark Goldsmith failed to confirm buyout talks with either Merck (MRK) or AbbVie (ABBV).</p><p>Responding to a question on the company’s strategic transactions at the JP Morgan Healthcare Conference, Goldsmith said, “I have very little to say about the latter part of your question since, obviously, we have a well-established company policy of not commenting on rumors or speculation, so I won't be able to address that particular question.”</p><p>He further added that 2026 will be a year of impact for the Redwood City-based biotech. “2026 will be a year of growing impact for RevMed, with key milestones to track across our clinical programs as well as in advancing new programs and growing our capabilities,” he said.</p><h2 class="st-heading-2">Buyout Talks</h2><p>Last week, The Wall Street Journal <a href="https://stocktwits.com/news-articles/markets/equity/merck-in-talks-to-acquire-revolution-medicines-for-about-30-billion-report/cmU2pTHR4dy">reported</a> that Merck is in talks to purchase Revolution Medicines in a deal that values the latter between $28 billion and $32 billion. The deal could be announced as soon as later this month or not materialize at all, the report said.</p><p>Prior to that, the newspaper reported that AbbVie is in talks to acquire the cancer drugmaker. However, AbbVie denied the report in an emailed statement to Stocktwits and said, “AbbVie has not been in talks to acquire RevMed.”</p><p>Before reports of deal talks, Revolution Medicines was valued at about $16 billion. It currently has a market cap of about $22.65 billion.</p><h2 class="st-heading-2">Company Portfolio</h2><p>Revolution Medicines is developing therapies for patients with RAS-addicted cancers. RAS-addicted cancers are prevalent malignancies, including pancreatic, colorectal, and lung cancers, driven by mutations in RAS genes.</p><p>The company currently has multiple drugs in clinical development including daraxonrasib, elironrasib, zoldonrasib, and RMC-5127. Some of its investigational drugs are yet to enter human trials.</p><h2 class="st-heading-2">Analyst Weighs In</h2><p>Stifel analyst Laura Prendergast said on Monday that the company’s pipeline updates at the conference "have us thinking that this speculated $28-32B range might not be enough."</p><p>The analyst added that they are now reviewing the stock’s target price and ‘Buy’ rating in light of the acquisition speculation and portfolio updates.</p><p>According to data from Koyfin, all 19 analysts covering RVMD stock rate it ‘Buy’ or higher.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around RVMD stock stayed within the ‘extremely bullish’ territory over the past 24 hours while message volume remained at ‘extremely high’ levels.</p><p><a href="https://stocktwits.com/symbol/RVMD">RVMD shares</a> have nearly tripled over the past 12 months.</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/pfizer-ceo-eyes-big-push-towards-obesity-drug-development-in-2026/cmUafq6R4ED">Pfizer CEO Eyes Big Push Towards Obesity Drug Development In 2026 After $10B Metsera Acquisition</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

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

Revolution Medicines Dismisses Merck, Abbvie Buyout Talks While Analyst Say It Is Worth More Than $32B 

When asked about the company’s strategic transactions, CEO Mark Goldsmith said at a conference that the company has a policy of not commenting on rumors or speculation. 

Equity

When asked about the company’s strategic transactions, CEO Mark Goldsmith said at a conference that the company has a policy of not commenting on rumors or speculation. 


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Tema Etfs LLC Has $5.93 Million Position in Revolution Medicines, Inc. $RVMD

Tema Etfs LLC grew its stake in shares of Revolution Medicines, Inc. (NASDAQ:RVMD - Free Report) by 34.7% in the third quarter, according to its most recent filing with the SEC. The institutional...

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Why Revolution Medicines Stock Surged by 11% Today

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Here's How Much You Would Have Made Owning Revolution Medicines Stock In The Last 5 Years

Revolution Medicines (NASDAQ:RVMD) CFO Jack Anders Sells 10,000 Shares

Revolution Medicines, Inc. (NASDAQ:RVMD - Get Free Report) CFO Jack Anders sold 10,000 shares of the business's stock in a transaction dated Wednesday, January 7th. The shares were sold at an average...

Margaret Horn Sells 75,000 Shares of Revolution Medicines (NASDAQ:RVMD) Stock

Revolution Medicines, Inc. (NASDAQ:RVMD - Get Free Report) COO Margaret Horn sold 75,000 shares of the company's stock in a transaction on Wednesday, January 7th. The shares were sold at an average...

<ul class="summary-bullets"><li>The report, however, also noted that the deal may not materialize or Revolution Medicines could enter into a deal with another suitor.&nbsp;</li><li>Merck is reportedly eyeing a deal that values Revolution Medicines between $28 billion and $32 billion.&nbsp;</li><li>The Keytruda maker is currently seeking to fortify its drug portfolio before its blockbuster cancer therapy begins to lose patent protection in 2028.</li></ul><p><br>Pharmaceutical major Merck (MRK) is reportedly in talks to purchase Revolution Medicines (RVMD) in a deal that values the latter between $28 billion and $32 billion.</p><p>The Wall Street Journal <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/health/pharma/merck-in-talks-to-buy-revolution-medicines-for-around-30-billion-13f798a1">reported</a> on Friday, citing people familiar with the matter, that the deal could be announced as soon as later this month. The report, however, also noted that the deal may not materialize or Revolution Medicines could enter into a deal with another suitor.</p><p>Financial Times <a href="https://stocktwits.com/news-articles/markets/equity/merck-looks-to-buy-cancer-drugmaker-revolution-medicines-report/cmUbkVCR450">reported</a> on Thursday, citing people familiar with the matter, that Merck is pursuing an acquisition of the Redwood City-based biotech. However, FT did not provide a potential deal value.</p><p>Shares of RVMD jumped 11% at the time of writing while MRK shares edged 0.4% lower.</p><h2 class="st-heading-2">Potential Suitors</h2><p>Revolution Medicines is developing therapies for patients with RAS-addicted cancers. RAS-addicted cancers are prevalent malignancies, including pancreatic, colorectal, and lung cancers, driven by mutations in RAS genes. The company currently has multiple drugs in clinical development including daraxonrasib, elironrasib, zoldonrasib, and RMC-5127. Some of its investigational drugs are yet to enter human trials.</p><p>Earlier this week, The Wall Street Journal reported, citing people familiar with the matter, that AbbVie is in talks to acquire the cancer drugmaker. However, AbbVie <a href="https://stocktwits.com/news-articles/markets/equity/revolution-medicines-stock-soars-on-report-of-abbvie-takeover/cmxzObIR42q">denied</a> the report in an emailed statement to Stocktwits and said, “AbbVie has not been in talks to acquire RevMed.”</p><p>RVMD currently has a market cap of about $22.6 billion. Prior to reports of deal talks, the company was valued at about $16 billion.</p><h2 class="st-heading-2">Merck Attempts To Fortify Portfolio With Acquisitions</h2><p>Merck is currently seeking to fortify its drug portfolio before its blockbuster cancer therapy Keytruda begins to lose patent protection in 2028. Keytruda generated approximately $29.5 billion in global sales for the full year 2024, accounting for about 46% of the company’s overall worldwide sales.</p><p>The company entered into a deal to acquire Cidara Therapeutics for about $9.2 billion in November. It also agreed in July to buy respiratory drug developer Verona Pharma for $10 billion as part of a broader effort to maintain revenue momentum.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around RVMD stock stayed within the ‘extremely bullish’ territory over the past 24 hours while message volume remained at ‘extremely high’ levels.</p><p>Sentiment around <a href="https://stocktwits.com/symbol/MRK">MRK stock</a>, meanwhile, rose from ‘neutral’ to ‘bullish’ territory, while message volume rose from ‘normal’ to ‘high’ levels.</p><p>A Stocktwits user noted that a bidding war for Revolution Medicines could increase the deal value to about $200 per share.</p><p><stembedurl>https://www.stocktwits.com/SlatsMcSlappy/message/641396259</stembedurl></p><p>Wedbush on Friday increased its price target on Revolution Medicines to $147 from $80 while keeping an ‘Overperform’ rating on the shares in light of the deal talks.</p><p><a href="https://stocktwits.com/symbol/RVMD">RVMD shares</a> have nearly tripled over the past 12 months.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/sellas-life-sciences-stock-falls-for-fourth-straight-session/cmU2FjBR4dH">SELLAS Life Sciences Falls For Fourth Straight Session — What’s Driving The Sell Off?</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

RVMD Stock Soars 11% After Reports Of Near $30B Buyout Talks With Merck

The Wall Street Journal reported on Friday, citing people familiar with the matter, that the deal could be announced as soon as later this month.

Revolution Medicines, Inc. is a clinical-stage precision oncology company, which engages in developing novel targeted therapies. It engages in the discovery and development of cancer treatment by pioneering novel combination and monotherapy treatment regimens to maximize the depth and durability of clinical benefit and circumvent adaptive resistance mechanisms for patients which are dependent on the RAS and mTOR pathway. The company was founded by Mark A. Goldsmith, Kevan Shokat, Martin D. Burke, David L. Pompliano and Michael Fischbach in October 2014 and is headquartered in Redwood City, CA.

Revolution Medicines Inc

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