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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 following its Q4 2025 earnings report, which presented mixed results; while headline EPS and revenue missed expectations, community bulls are strongly emphasizing significant beats in Annualized Run Rate, active power capacity, positive adjusted EBITDA, and robust 2026 guidance for massive AI infrastructure expansion, further bolstered by a strategic AI acquisition.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending as its oral obesity drug, VK2735, will advance directly into Phase 3 trials, significantly accelerating its market timeline. This news has intensified community discussion around its "best-in-class" potential and the increased likelihood of a major partnership or acquisition, particularly given the large short interest and the vast, competitive weight loss drug market.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

NovoCure is trending after securing FDA approval for its Optune Pax device to treat locally advanced pancreatic cancer, marking the first new therapy for this challenging indication in nearly three decades. The community is actively discussing its potential for significant upside, with some analysts raising price targets, though others remain cautious about the commercial impact despite the critical need for new treatments.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical ($DRTS) is trending amid high anticipation for imminent Japan PMDA approval and recent positive news regarding a second successfully treated GBM patient. The community is increasingly bullish, citing growing institutional accumulation and the transformative potential of its Alpha DaRT technology, which demonstrates broad efficacy across solid tumors.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is attracting significant attention following reports of a Romania project approval and a new TVA deployment MOU, coupled with a notable BlackRock stake increase and a "Buy" rating from Texas Capital, driving community speculation on its long-term potential to power AI data centers amid talks of a short squeeze.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly Inc. is trending after reporting record quarterly and annual results, marking its first profitable fiscal year, and highlighting AI agent traffic as a significant tailwind for its edge computing services. The community is actively discussing the company's accelerating growth, improving profitability, and perceived undervaluation relative to peers, with many seeing a significant rerating ahead for the edge computing provider.

Crocs, Inc. engages in the design, development, manufacture, worldwide marketing, sale, and distribution of lifestyle footwear and accessories. It operates through the Crocs Brand and HEYDUDE Brand segments. The company was founded by Scott Seamans, George B. Boedecker, Jr., and Lyndon V. Hanson III in 2002 and is headquartered in Broomfield, CO.

Crocs Inc

Crocs is seeing strong community discussion and a significant rally following its better-than-expected Q4 earnings and robust adjusted EPS guidance for Q1 and FY26, as investors weigh the positive outlook against lingering challenges with the HEYDUDE brand.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending following an earnings report where strong AI infrastructure demand drove revenue and EPS beats, alongside raised full-year guidance, but a lower-than-expected gross margin forecast, impacted by rising memory costs, has led to a market pullback. The community is now debating whether the company's significant AI tailwinds will quickly overcome these margin pressures and ongoing competitive challenges.

BridgeBio Pharma, Inc. engages in identifying and advancing transformative medicines to treat patients who suffer from Mendelian diseases. Its pipeline of development programs includes product candidates ranging from early discovery to late-stage development. The company was founded by Charles Homcy, Francis Patrick McCormick, Philip Reilly, and Neil Kumar in 2015 and is headquartered in Palo Alto, CA.

BridgeBio Pharma Inc

BridgeBio Pharma is trending after delivering positive Phase 3 clinical trial results for multiple rare disease treatments, including a dwarfism drug and an ADH1 candidate, while its commercial-stage Attruby continues to gain market traction. The community is actively discussing the company's robust pipeline, anticipating further regulatory catalysts, and speculating on its long-term growth potential and potential for acquisition.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot (HUBS) is trending after reporting strong Q4 earnings and optimistic guidance, alongside a share repurchase program, sparking intense debate among investors. Many see a buying opportunity fueled by solid performance and a relatively low valuation, while a skeptical segment questions long-term growth given broader AI disruption concerns and analysts' tempered price targets for the SaaS sector.

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Shares of Taysha Gene Therapies, Inc. (TSHA) rallied 49% by Thursday morning after the U.S. Food and Drug Administration granted Breakthrough Therapy designation to its gene therapy TSHA-102 for the treatment of Rett syndrome.Rett syndrome is a rare genetic neurological and developmental disorder that affects the way the brain develops. The disorder, which primarily occurs in females, is characterized by loss of communication and hand function, slowing and/or regression of development, motor and respiratory impairment, seizures, intellectual disabilities, and shortened life expectancy.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.tayshagtx.com/news-releases/news-release-details/taysha-gene-therapies-announces-fda-breakthrough-therapy">According</a> to Taysha, there are currently no approved disease-modifying therapies that treat the genetic root cause of the disease, which affects between 15,000 and 20,000 patients in the U.S., the EU, and the U.K.The FDA on Thursday granted Taysha’s TSHA-102 Breakthrough Therapy designation. It is intended to expedite the development and regulatory review of an investigational therapy intended to treat a serious condition. The designation follows the agency’s review of available clinical data from the 12 patients treated in a part of its early-to mid-stage trials.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/TSHA">TSHA stock</a> jumped from ‘bearish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume improved from ‘normal’ to ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:573/63;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_02_at_11_39_41_AM_png_8ca9f60f70.webp" alt="TSHA's Sentiment Meter and Message Volume as of 11:39 a.m. ET on Oct. 02, 2025 | Source: Stocktwits" width="573" height="63"><figcaption>TSHA's Sentiment Meter and Message Volume as of 11:39 a.m. ET on Oct. 02, 2025 | Source: Stocktwits</figcaption></figure>Taysha also said on Thursday that it has finalized alignment with the FDA on the protocol for the trial intended to support its application for approval of TSHA-102. The company is now on track to begin patient enrollment in the trial in the fourth quarter of 2025. In the trial, a single intrathecal administration of high-dose TSHA-102 will be evaluated in 15 females between the ages of six and below 22 years with Rett syndrome.Following the news, Needham analyst Gil Blum raised the firm's price target on Taysha Gene Therapies to $10 from $8 while keeping a ‘Buy’ rating on the shares. Needham views the developments as "derisking" for TSHA-102, putting the program well ahead of Neurogene’s gene therapy NGN-401, which is also being evaluated for Rett syndrome.TSHA stock has risen 174% this year and by about 131% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-reports-7-percent-rise-in-q3-deliveries/chCrXlDR3Ow">Tesla’s Q3 Deliveries Hit Quarterly Record, Rise 7% To Exceed Analyst Estimates</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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Taysha Gene Therapies Stock Soars After FDA Grants Breakthrough Therapy Designation To Gene Therapy

Taysha also announced that it has finalized alignment with the FDA on the protocol for the trial intended to support its application for approval of TSHA-102.

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Taysha also announced that it has finalized alignment with the FDA on the protocol for the trial intended to support its application for approval of TSHA-102.


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