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NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is experiencing intense downward pressure, hitting new multi-year lows as investors weigh concerns over China market demand, tariff impacts, and increased competition against a leadership-led turnaround effort. While the community remains dividedwith some viewing the current price as a generational value opportunity and others bracing for further downside toward the $40 levelactive discussions are centered on whether the upcoming earnings report will confirm a stabilization in margins or trigger further selling.

BRC Group Holdings, Inc. engages in the provision of financial services and solutions to the capital raising and financial advisory needs of public and private firms. It operates through the following segments: Capital Markets, Wealth Management, Financial Consulting, Auction and Liquidation, Communications, and Consumer. The Capital Markets segment provides investment banking, corporate finance, research, wealth management, and sales and trading services to corporate, institutional, and high net worth clients. The Wealth Management segment offers retail brokerage, investment management, and insurance, and tax preparation services. The Financial Consulting segment focuses on a variety of specialized advisory services spanning bankruptcy, restructuring, turnaround management, forensic accounting, crisis and litigation support, appraisal and valuation, real estate, and operations management. The Auction and Liquidation segment deals with retail liquidation services. The Communications segment is composed of a portfolio of companies acquired for attractive risk-adjusted investment return characteristics. The Consumer segment includes Targus and the Brands investment portfolio. The company was founded in 1973 and is headquartered in Los Angeles, CA.

BRC Group Holdings Inc.

B. Riley Financial Inc

B. Riley Financial is trending as the community closely monitors the upcoming 10-K filing and earnings report, with sentiment buoyed by aggressive debt reduction and the stellar performance of major holdings like BW and APLD. Investors are actively discussing the potential for a significant valuation re-rating and short squeeze, viewing the recent clearing of share pledges by the CEO as a major catalyst that could force bearish positions to unwind.

RH operates as a holding company which operates the business through its subsidiary Restoration Hardware, Inc. It offers furniture, lighting, textiles, bath ware, decor, outdoor and garden, as well as baby and child products. The company operates an integrated business with multiple channels of distribution including galleries, source books and websites. The company was founded by Stephen J. Gordon in 1980 and is headquartered in Corte Madera, CA.

RH - Ordinary Shares - Class A

Restoration Hardware

Restoration Hardware (RH) is experiencing heightened volatility and intense community debate as investors weigh the company's recent earnings results, persistent tariff risks, and ongoing concerns regarding the luxury housing market. While some market participants are aggressively positioning for a potential short squeeze or recovery driven by leadership changes and long-term expansion plans, others remain skeptical, citing high debt levels and poor consumer demand for high-end furniture.

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 currently in focus as investors weigh the company's transition from research and development to commercial execution amid increased financial transparency. While some community members remain skeptical regarding the timing of revenue and past management actions, others are actively analyzing recent capital raises and potential ecosystem integrations to gauge the company's position within the rapidly evolving AI photonics landscape.

Omeros Corp. operates as a biopharmaceutical company. The firm engages in the discovery, development, and commercializing of both small-molecule and protein therapeutics for large market. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

Omeros Corp is trending as investors digest the commercial launch of Yartemlea following recent FDA approval, with the community actively debating the company's long-term value, revenue potential, and the impact of the partnership with Novo Nordisk. Despite volatility from short interest and options-related pressure, discussions remain focused on upcoming catalysts such as EMA regulatory decisions and the broader outlook for the company's pipeline.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is currently a focal point for the crypto community as investors weigh its resilience and ecosystem momentum against broader market volatility and inflationary pressures. Market participants remain actively split between long-term bullish sentiment regarding developer activity and caution driven by macro-economic headwinds and frequent memecoin-driven chatter.

"What's Updog?" is a Community Led token.

UpDog

UpDog is generating significant buzz as community members rally to drive momentum and advocate for broader retail participation in the memecoin space. Discussions are centered on the token's long-standing presence in the market, with participants actively sharing swap details and engaging in playful, meme-driven social activity.

Dave & Buster's Entertainment, Inc. engages in the ownership and operation of entertainment and dining venues under the name Dave & Buster's. It offers a full menu of entrées and appetizers, a selection of alcoholic and non-alcoholic beverages, and an assortment of entertainment attractions centered around playing games and watching live sports and other televised events. The company was founded by David O. Corriveau and James W. Corley in 1982 and is headquartered in Coppell, TX.

Dave & Buster`s Entertainment Inc

Dave & Buster's Entertainment

Dave & Buster's is currently a focal point for retail traders who are closely monitoring its high short interest and institutional activity as a potential catalyst for a squeeze. While the community remains divided over the company's long-term business model and recent financial performance, the stock's recent volatility has intensified discussions regarding its technical breakout levels and speculative upside.

nCino, Inc. engages in the provision of cloud-based software applications for financial institutions in the United States and internationally. Its nCino Bank Operating System, a tenant cloud platform, digitizes, automates, and streamlines complex processes and workflow, and utilizes data analytics and artificial intelligence and machine learning (AI/ML) to enable financial institutions to onboard new clients, make loans, and manage the entire loan life cycle, open deposit and other accounts, and manage regulatory compliance. The firm's nCino IQ is an application suite that utilizes data analytics and AI/ML to provide its customers with automation and insights into their operations, such as tools for analyzing, measuring, and managing credit risk, as well as to enhance their ability to comply with regulatory requirements. The company was founded by Pierre Naudé in 2011 and is headquartered in Wilmington, NC.

Ncino Inc.

nCino is trending following the announcement of a $100 million accelerated share repurchase program, sparking community discussion about the company's capital allocation strategy and long-term growth potential. Investors are closely monitoring the stock as it navigates a broader fintech sector transition, with debates centering on its ability to leverage AI-driven banking solutions and maintain market share.

Uniti Group, Inc. is a real estate investment trust company, which engages in the acquisition, construction, and leasing of properties. It operates through the following business segments: Uniti Leasing, Uniti Fiber, and Corporate. The Uniti Leasing segment involves mission-critical communications assets on exclusive or shared-tenant basis, and dark fiber network. The Uniti Fiber segment includes the operation of infrastructure solutions, cell site backhauls, and dark fiber. The Corporate segment consists of office and shared service functions. The company was founded in February 2014 and is headquartered in Little Rock, AR.

Uniti Group Inc.

Uniti Group Inc

Uniti Group is capturing significant attention as investors react to the company's merger with Windstream, a deal that aims to reshape its long-term financial structure. While some market participants are optimistic about the potential for increased scale and operational growth in the fiber infrastructure space, others remain cautious due to concerns over high debt levels and the suspension of dividends.

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<ul class="summary-bullets"><li>All three of Dreamer’s cofounders, veteran tech leaders who have worked at Google, Xiaomi, and even Meta, will reportedly join the company.&nbsp;</li><li>Although the team is expected to work on AI agents and related projects at Meta, the deal does not include Dreamer’s technology, Bloomberg said.</li><li>The announcement comes as Meta increased capital expenditures for 2026, with a big focus on improving Meta Superintelligence Labs.</li></ul><p>Meta Platforms Inc. (META) has reportedly hired executives from artificial intelligence startup Dreamer, which helps launch AI agents.</p><p>According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-23/meta-hires-former-google-stripe-execs-behind-ai-startup-dreamer">report</a> from Bloomberg, which cited an internal post, the Dreamer team, including co-founder Hugo Barra, an ex-Meta employee, will join the Meta Superintelligence Labs group and work under Chief AI Officer Alexandr Wang.</p><p>Although the team is expected to work on AI agents and related projects at Meta, the deal does not include Dreamer’s technology, Bloomberg said, according to a person familiar with the matter.</p><h2 class="st-heading-2">The Dreamer Team</h2><p>Dreamer was launched by three veteran tech leaders with deep experience across major Silicon Valley firms, all of whom will join Meta, as per Bloomberg.</p><p>David Singleton previously served as chief technology officer at Stripe and led engineering for Android at Alphabet’s (GOOG, GOOGL) Google prior to that. Fellow co-founder Hugo Barra held senior product roles working on Android at Google before moving to Xiaomi and later heading virtual reality efforts at Meta Platforms, a position he exited in 2021. Meanwhile, chief design officer Nicholas Jitkoff worked on Chrome OS.</p><h2 class="st-heading-2">Superintelligence Push</h2><p>The announcement comes as Meta <a href="https://stocktwits.com/news-articles/markets/equity/meta-q4-earnings-beat-expectations-announces-higher-infrastructure-spend-on-superintelligence-for-2026/cmyg0zvR40A">increased capital expenditures</a> for 2026, in the range of $115 billion to $135 billion, up considerably from $72.22 billion clocked in 2025, with a big focus on improving Meta Superintelligence Labs.</p><p>CEO Mark Zuckerberg said in the post-earnings call with investors that AI acceleration in 2026 would speed up on several fronts, adding that the company was “starting to see agents really work.”</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/META">META stock</a> was in the ‘neutral’ territory amid ‘high’ message volumes at the time of writing.</p><p>META stock has declined more than 6% this year.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In Créteil, France, on September 29, 2025, the Meta AI logo appears on a smartphone. (Photo Illustration by Samuel Boivin/NurPhoto via Getty Images)

Meta Hires Ex-Google, Ex-Stripe Dreamer Team Sans Tech For Superintelligence Push: Report

According to a report from Bloomberg, which cited an internal post, the Dreamer team, including co-founder Hugo Barra, an ex-Meta employee, will join the Meta Superintelligence Labs group. 

Equity

<ul class="summary-bullets"><li>Stripe is expected to tap into the $350 billion market opportunity of AI-powered commerce and digital asset infrastructure by the end of the decade, according to analysts at JPMorgan.</li><li>Stripe has also developed Tempo, which is a Layer-1 payments-focused blockchain.</li></ul><p>Stripe reportedly stands to benefit from the traction it has gained with AI startups amid a rise in “agentic commerce.”</p><p>According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theblock.co/post/376005/jpmorgan-stripe-ai-money-movement-unlock-billion-market">report</a> by TheBlock citing a recent note by JPMorgan analysts, Stripe is expected to tap into the $350 billion market opportunity of AI-powered commerce and digital asset infrastructure by the end of the decade.</p><p>While&nbsp;<a href="https://stocktwits.com/symbol/STRIPE">Stripe</a> is not listed at the moment, retail sentiment on Stocktwits around the firm trended in the ‘bullish’ territory at the time of writing.</p><h2 class="st-heading-2">Beneficiary Of Borderless Financial Services</h2><p>The firm stated that Stripe is poised to lead “twin revolutions in intelligence and money movement.” It also noted that Stripe could emerge as a beneficiary of “borderless” financial services.</p><p>This comes after Stripe acquired multiple firms in the cryptocurrency sector, including Bridge, a stablecoin orchestration platform, and Privy, a provider of crypto wallets. Stripe has also developed Tempo, which is a Layer-1 payments-focused blockchain.</p><p>Tempo recently raised $500 million in a Series A round led by Greenoaks and Joshua Kushner’s Thrive Capital, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://fortune.com/crypto/2025/10/17/stripe-paradigm-tempo-series-a-5-billion-thrive-capital-greenoaks-joshua-kushner/">report</a> by Fortune. This fundraising round values Tempo at $5 billion. Sequoia and SV Angel were also among the participants in the round.</p><h2 class="st-heading-2">Stripe’s Payment Volumes Rise</h2><p>Stripe announced that its total payment volume for 2024 reached $1.4 trillion, up 38% from the prior year. The company’s co-founders, Patrick and John Collison, credited the growth to Stripe’s investments in AI. “We believe this ability will prove particularly important in the coming years, as stablecoins, AI, and other forces reshape the landscape,” they said.</p><p>Stripe announced that half of the Fortune 100 companies use its services, including Nvidia Corp., PepsiCo Inc., and Comcast Corp., among others.</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mortgage-rates-fall-to-lowest-levels-in-2025/cLG4FBXR3rS"><strong>Mortgage Rates Fall To Lowest Levels In 2025</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the Stripe logo is displayed on a smartphone with Stripe Payment Processing Website in the background

Stripe’s Early Traction With AI Startups Gives It An Edge As ‘Agentic Commerce’ Gathers Steam, Says JPMorgan: Report

Stripe is expected to tap into the $350 billion market opportunity of AI-powered commerce and digital asset infrastructure by the end of the decade, according to analysts at JPMorgan.

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