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Oscar Health, Inc. is a health insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health is buzzing with conversation after its recent financial update, which showcased impressive membership growth and an optimistic 2026 outlook, fueling bullish enthusiasm despite concerns over a quarterly performance miss and ongoing uncertainty surrounding broader healthcare policy.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending amid a broad software sector sell-off, fueled by investor concerns that rapidly advancing AI will disrupt or replace traditional SaaS models. While some analysts and market participants argue that AI will enhance core enterprise software and point to a significant government contract, the community remains polarized between those calling it a "generational buying opportunity" and those fearing further valuation compression.

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Luxembourg.

Spotify Technology S.A.

Spotify is trending due to its strong Q4 earnings beat and robust subscriber growth, alongside recent premium subscription price increases. The community is widely debating if these positive catalysts, coupled with new AI features and video content, can reverse the stock's recent downtrend and its perceived correlation with Netflix's performance, as many consider it oversold.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv (FISV) is actively trending as investors keenly await its earnings report, fueling intense community debate between those who believe the stock is deeply undervalued with a promising turnaround under new leadership, and others bracing for a significant drop mirroring previous disappointments and broader fintech sector headwinds. Significant options activity indicates widespread expectation of a volatile price movement following the announcement.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending following strong Q4 earnings and a new share buyback, prompting community debate over its significant stock-based compensation and dilutive practices, particularly as reports circulate about Meta's Instagram developing a rival app.

REGENXBIO, Inc. is a clinical-stage biotechnology company, which engages in the development, commercialization, and licensing of recombinant adeno-associated virus gene therapy. Its product candidates include the NAV Technology Platform, which consists of exclusive rights to novel adeno-associated viral vectors, and therapeutic programs such as RGX-314, RGX-202, RGX-121, RGX-111, RGX-181, and RGX-381. The company was founded by Kenneth T. Mills and James M. Wilson on July 16, 2008 and is headquartered in Rockville, MD.

Regenxbio Inc

Regenxbio is trending after the FDA issued a Complete Response Letter for its Hunter syndrome gene therapy, RGX-121, citing concerns over trial design and efficacy evidence, compounding worries from an earlier clinical hold related to a brain tumor in a related gene therapy. The community is actively debating the severe financial implications of this setback, exacerbated by multiple downgrades, though some hold hope for other pipeline assets like the AbbVie-partnered RGX-314.

Jumia Technologies AG engages in the provision of logistic services. It operates a pan-African e-commerce platform. It operates through the following geographical segments: West Africa, North Africa, East and South Africa, Europe, United Arab Emirates, and Others. The company was founded by Jeremy Hodara, Sacha Poignonnec, Peter Allerstorfer, Manuel Koser, Tunde Kehinde, and Raphael Afaedor in 2012 and is headquartered in Berlin, Germany.

Jumia Technologies Ag - ADR

Jumia Technologies is gaining significant traction following bullish analyst initiations, with firms like Cantor Fitzgerald labeling it the "Amazon of Africa" and setting an $18 price target. This momentum, combined with strong Q4 sales and expectations for imminent profitability, is fueling community excitement around its long-term potential in Africa's rapidly expanding e-commerce market.

Personalis, Inc. engages in the provision of advanced genomic tests for cancer. The firm is also involved in providing sequencing and data analysis services to support population sequencing initiatives. The company was founded by Euan A. Ashley, Michael Snyder, Atul J. Butte, John S. West, and Russ B. Altman in February 2011 and is headquartered in Fremont, CA.

Personalis Inc

Personalis is trending after securing crucial Medicare coverage for its ultra-sensitive Molecular Residual Disease (MRD) test, marking a significant de-risking milestone for the company. The community is highly optimistic about this pivotal step, anticipating substantial revenue growth and further approvals to solidify Personalis's position in the rapidly evolving cancer diagnostics market.

Upwork, Inc. is an online marketplace which engages in the provision of businesses to find, hire, and pay freelancers for short-term and longer-term projects. Its marketplace offerings include Upwork Basic, Upwork Plus, Upwork Business, Upwork Enterprise, and Upwork Payroll. The company was founded by Odysseas Tsatalos and Efstratios Karamanlakis in December 2013 and is headquartered in Palo Alto, CA.

Upwork Inc

Upwork is trending lower following mixed guidance for the upcoming quarter and fiscal year, despite reporting stronger-than-expected Q4 earnings. This has ignited a contentious debate among investors, with many fearing AI will render its services obsolete, while others view the pullback as a prime buying opportunity, banking on the company's stated focus on human-plus-AI collaboration.

AstraZeneca Plc is a global, science-led biopharmaceutical company focused on the discovery, development, and commercialization of prescription medicines. Its portfolio spans oncology, rare diseases, and biopharmaceuticals, including cardiovascular, renal & metabolism, and respiratory & immunology. The company was founded in 1913 and is headquartered in Cambridge, the United Kingdom.

Astrazeneca plc

AstraZeneca PLC

AstraZeneca is trending following strong Q4 2025 financial results and positive FY26 guidance, bolstered by recent FDA approvals for its oncology blockbusters Enhertu and Datroway, and groundbreaking Phase 3 data for hypertension treatment Baxdrostat. The community is actively discussing the company's strategic direct listing on the NYSE, along with significant investments in US manufacturing and an expanding obesity pipeline in China, all signaling a robust long-term growth outlook.

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Unity Software (NYSE:U) Trading 9.5% Higher - What's Next?

Unity Software (NYSE:U) Trading Up 9.5% - Should You Buy...

Noteworthy Monday Option Activity: U, UPST, LW

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Unity Software Inc (Symbol: U), where a total of 73,289 contracts have traded so far...

Unity Software to Post Q4 Earnings: What's in the Cards for the Stock?

U's Q4 results are likely to benefit from Vector AI momentum and Create subscription growth, but high operating costs and added spending may limit margins.

IQ EQ FUND MANAGEMENT IRELAND Ltd Grows Position in Unity Software Inc. $U

IQ EQ FUND MANAGEMENT IRELAND Ltd raised its position in shares of Unity Software Inc. (NYSE:U - Free Report) by 134.4% during the 3rd quarter, according to its most recent disclosure with the...

Unity Software Inc. (U) Registers a Bigger Fall Than the Market: Important Facts to Note

Unity Software Inc. (U) closed at $25.87 in the latest trading session, marking a -10.2% move from the prior day.

Match Group (MTCH) Surpasses Q4 Earnings and Revenue Estimates

Match Group (MTCH) delivered earnings and revenue surprises of +5.37% and +0.74%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

Unity Software (NYSE:U) Stock Price Down 8.2% - Should You Sell?

Unity Software (NYSE:U) Stock Price Down 8.2% - Time to Sell...

Wall Street Analysts Think Unity Software (U) Is a Good Investment: Is It?

According to the average brokerage recommendation (ABR), one should invest in Unity Software (U). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Unity's 25% Drop: Gaming Crisis or Buying Opportunity?

Unity Software shares are stabilizing as investors look past the recent AI panic to focus on record free cash flow and a strong operational turnaround...

<ul class="summary-bullets"><li>Investors reacted sharply to the AI world-creation prototype’s rollout, which briefly wiped out about $47 billion in market value for video game stocks.</li><li>Jefferies underscored how an explosion of AI-generated gaming content could elevate the importance of standout ad placement.</li><li>Project Genie allows users to generate immersive digital worlds instantly.</li></ul>Jefferies analyst Brent Thill has expressed confidence in the gaming company&nbsp;Unity Software (U) despite the recent selloff in gaming stocks triggered by a new artificial intelligence tool from Alphabet Inc.’s (GOOG, GOOGL) Google.&nbsp;Investors reacted sharply to the AI world-creation prototype project Genie’s rollout, which briefly wiped out about $47 billion in market value for video game stocks, but Jefferies sees opportunities beneath the volatility rather than structural threats to the gaming platforms.<h2 class="st-heading-2">Analyst’s Take On AI Impact</h2>After Google made its experimental Project Genie available to AI Ultra subscribers in the U.S., investors appeared to reassess the outlook for stocks tied to gaming-engine and ad tech.Jefferies anticipates that rather than developers abandoning traditional engines altogether, companies like Unity and Roblox (RBLX) are more likely to integrate new generative models into their existing tools.&nbsp;This perspective suggests a collaborative trajectory with AI instead of outright displacement, helping regain confidence in these platforms.<a href="https://stocktwits.com/symbol/U">Unity stock</a> traded over 3% higher by Monday mid-morning. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_115553_png_cfca662b02.webp" alt="U’s Sentiment Meter and Message Volume as of 11:45 a.m. ET on Feb. 2, 2026 | Source: Stocktwits" width="931" height="101"><figcaption>U’s Sentiment Meter and Message Volume as of 11:45 a.m. ET on Feb. 2, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Distribution Premiums</h2>The firm also underscored how an explosion of AI-generated gaming content could elevate the importance of standout ad placement. ForAppLovin (APP) and ad products within Unity’s ecosystem, Jefferies sees premium distribution as a key differentiator.&nbsp;Jefferies maintains a ‘Buy’ rating on Unity. On Friday,&nbsp;Unity CEO Matthew Bromberg&nbsp;took to the social media platform X to calm concerns from developers and investors about “world models” technology.&nbsp;He said these tools, like Project Genie, can help spark new ideas and creativity, but they are not advanced enough to replace game engines like Unity.&nbsp;Project Genie allows users to generate immersive digital worlds instantly, using simple text prompts or images, and then navigate those environments in real time.U stock has gained over 39% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-analyst-upgrade-earnings-commercial-government-projects-momentum/cZbgAWoR4kK">Palantir Gains Analyst Upgrade Ahead Of Earnings On Commercial, Government Projects Momentum</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Unity Software, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on January 2, 2025. 

Is Unity Stock Attractive After The Recent Selloff In Gaming Shares? Jefferies Has An Intersting Take

Jefferies anticipates that rather than developers abandoning traditional engines altogether, companies like Unity and Roblox are more likely to integrate new generative models into their existing tools. 

Equity

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

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