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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 actively discussed following a strong earnings beat, healthy guidance, and the announcement of a $500 million stock repurchase program, which surprisingly saw the stock decline and fuel community speculation about market manipulation, short squeeze potential, and competition in the evolving AI automation sector.

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

High anticipation surrounds POET Technologies ahead of the OFC Conference, where it will showcase advanced AI optical engines, and community excitement intensifies over its perceived connection to Marvell Technology's strong guidance for Celestial AI's photonic fabric. Investors are actively discussing potential partnership announcements and a production ramp-up, underscoring the company's position in the rapidly expanding AI optical interconnect market.

Sable Offshore Corp. engages in offshore oil and gas field operations. It focuses on developing the prolific Santa Ynez Unit in federal waters offshore California. The company was founded by James C. Flores on October 16, 2020 and is headquartered in Houston, TX.

Sable Offshore Corp.

Sable Offshore Corp. (SOC) is trending as the community anticipates a significant short squeeze following reports that President Trump may invoke the Defense Production Act to bypass California's regulatory obstacles, potentially enabling the restart of its idle Santa Ynez oil operations amidst a tightening global crude supply. Investors are closely watching for an acceleration of oil production and the market impact on highly shorted shares.

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 gaining significant attention following its new SiC MOSFET package releases, specifically designed for high-density AI data centers and power infrastructure, which reinforces its strategic pivot to high-growth markets highlighted in its Q4 update. The community is actively discussing the company's critical role in addressing AI's power efficiency needs, eagerly awaiting major design wins and updates on collaborations with hyperscalers like NVIDIA.

Papa John's International, Inc. engages in the operation and franchise of pizza delivery and carryout restaurants. It operates through the following segments: Domestic Company-owned Restaurants, North America Franchising, North America Commissaries, International Operations, and All Others. The Domestic Company-Owned Restaurants segment consists of retail sales of pizza and side items, breadsticks, cheese sticks, chicken poppers and wings, dessert items, and canned and bottled beverages. The North America Franchising segment involves the offering of sales and support activities, development rights, and collection of royalties from franchisees located in the United States and Canada. The North America Commissaries segment includes the eleven full-service regional dough production and distribution and quality control centers. The International Operations segment represents all restaurant operations outside of the United States and Canada. The All Others segment focuses on franchise contributions to marketing funds and sale, company-owned and franchised restaurants, information systems and related services used in restaurant operations, point-of-sale system, online and other technology-based ordering platforms, printing, and promotional items. The company was founded by John H. Schnatter in 1984 and is headquartered in Louisville, KY.

Papa John`s International, Inc.

Papa John's is trending following reports of a $47-per-share takeover bid by Qatari-backed Irth Capital, fueling community speculation on whether the board will accept, the potential for higher offers, and its overall valuation compared to past highs.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending amidst widespread investor frustration over its persistent stock decline, primarily driven by founder Chip Wilson's public campaign challenging the board's weak governance and strategic drift, compounded by recent brand scrutiny over a "too sheer" product launch and ongoing uncertainty surrounding executive leadership. The community is actively debating whether the current low valuation represents a buying opportunity or reflects deeper issues exacerbated by perceived market manipulation.

Netskope, Inc. engages in the provision of cloud based security solutions. It offers business developing analytics for visibility, policy enforcement and other cloud solutions. Its products include Netskope one SASE, Netskope one SSE, cloud access security broker, next generation secure web gateway, private access, cloud firewall, SD-WAN and skopeAI. The company was founded by Sanjay Beri, Lebin Cheng, Ravishankar Ithal, and Krishna Narayanaswamy in October 2012 and is headquartered in Santa Clara, CA.

Netskope Inc. - Ordinary Shares - Class A

Netskope is a major talking point following its recent Q4 earnings report and FY27 guidance, which showcased robust ARR growth and a milestone first year of positive free cash flow, despite community concerns over a large impending share lock-up expiration. Investors are actively weighing short-term dilution against the company's long-term potential as a leader in AI-native cybersecurity and the expanding SASE market.

Caesars Entertainment, Inc. engages in the management of casinos and resorts under the Caesars, Harrah's, Horseshoe, and Eldorado brands. It operates through the following segments: Las Vegas, Regional, Caesars Digital, Managed and Branded, and Corporate and Other. The company was founded in 1937 and is headquartered in Reno, NV.

Caesars Entertainment Inc

Caesars Entertainment (CZR) is surging on news that billionaire Tilman Fertitta is in exclusive talks to acquire the company for an estimated $34 per share, topping a prior bid from Carl Icahn's firm. This potential deal has ignited community debate, with many shareholders expressing disappointment over the perceived low valuation relative to past highs, while others speculate on a possible bidding war amidst the company's significant debt.

AMC Robotics Corp. engages in developing and deploying AI-enabled robotics and smart security solutions, especially for warehouse automation, enterprise security, robotics patrol/incident-response and logistics automation. The company is headquartered in New York, NY.

AMC Robotics Corp.

AMC Robotics (AMCI) is trending due to recent announcements surrounding its NovaArm and Kyro robotics platforms, including a Vietnam manufacturing hub and a Japanese government supplier framework, positioning it as a key player in AI-enabled robotics. While many foresee significant growth and potential short squeezes, others remain cautious of low trading volume, past dilution, and alleged price manipulation, despite its presence in a high-interest tech sector.

Crane Harbor Acquisition Corp. operates as a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded on January 2, 2025 and is headquartered in Philadelphia, PA.

Crane Harbor Acquisition Corp. - Ordinary Shares - Class A

Crane Harbor Acquisition Corp.

Xanadu Quantum Technologies, merging with CHAC, is generating significant buzz after announcing negotiations for up to CAD $390 million in government support from Canada and Ontario, alongside recent collaborations with AMD and South Korea's ETRI. The community sees these developments as strong validation of its photonic quantum computing approach, positioning it as a leading contender in bringing quantum technology to real-world applications ahead of its impending public listing.

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<ul class="summary-bullets"><li>Palladyne AI CEO Ben Wolff stated that the company’s capabilities have expanded beyond autonomy software to include advanced avionics, engineering services, a proprietary airframe, and missile development.</li><li>The firm also touted its presence in the space domain, citing its satellite-related development work with the Air Force Research Laboratory.</li><li>The Salt Lake City-based firm stated that it is extending SwarmOS capabilities to integrate communications with space-based systems.</li></ul>Palladyne AI Corp. (PDYN) CEO Ben Wolff on Thursday touted the company’s expanded backlog and deeper defense engagement after its fourth-quarter (Q4) results surpassed Wall Street expectations.“2025 was a year of operational validation that culminated in structural transformation. In November, we completed the acquisitions of GuideTech, Warnke Precision Machining, and MKR Fabricators and launched Palladyne Defense,” Wolff said.<a href="https://stocktwits.com/symbol/PDYN">Palladyne AI shares</a> soared more than 32% in Thursday’s opening trade. Retail sentiment on Stocktwits around the company trended in the ‘extremely bullish’ territory at the time of writing.<h2 class="st-heading-2">Palladyne Doubles Revenue Year-On-Year</h2>Palladyne AI’s revenue in Q4 stood at $1.7 million, more than double the $0.8 million in the year-ago period. Wall Street consensus had also projected a revenue of $0.8 million.The company reported a loss of $0.04 per share, down from a loss of $1.75 per share during the same quarter a year ago, and better than Wall Street’s expectations of a loss of $0.14 per share, according to Fiscal.ai data.Wolff added that the company’s acquisitions during the quarter and the launch of Palladyne Defense expanded its capabilities beyond autonomy software to include advanced avionics, engineering services, proprietary airframe, and missile development.<h2 class="st-heading-2">Palladyne Touts Presence In The Space Domain</h2>Palladyne AI touted its presence in the space domain, citing its satellite-related development work with the Air Force Research Laboratory. The Salt Lake City-based firm stated that it is extending SwarmOS capabilities to integrate communications with space-based systems.The company said its partnership with Portal Space Systems lays the groundwork for future work in collaborative autonomy.For 2026, Palladyne AI guided for revenue to be in the range of $24 million and $27 million, compared to its 2025 revenue of $5.2 million. As of mid-February 2026, the company said its order backlog stood at $18 million over the next 12 to 18 months.<a href="https://stocktwits.com/symbol/PDYN">PDYN stock</a> is up 122% year-to-date and 20% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-hood-avgo-bull-stocks-to-watch-dow-futures-decline-iran-war/cZdQY3JRI3c">NVDA, HOOD, AVGO, BULL, RGTI On Traders' Radar Today — Dow Futures Decline As Investors Keep An Eye On Iran War, Jobs Data</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Palladyne AI Corp. logo is seen displayed on a smartphone screen. 

Palladyne AI CEO Touts Expanded Backlog, Deeper Defense Engagement After Q4 Beat Sends PDYN Stock Soaring

Palladyne AI reported a loss of $0.04 per share, down from a loss of $1.75 per share during the same quarter a year ago, and better than Wall Street’s expectations of a loss of $0.14 per share.

Equity

<ul class="summary-bullets"><li>Palvella said the study met its key secondary endpoint and all four additional secondary endpoints.</li><li>In the Phase 3 SELVA study, QTORIN rapamycin was generally well tolerated.&nbsp;</li><li>The company plans to submit an NDA to the U.S. FDA in the second half of 2026.</li></ul>Shares of Palvella Therapeutics Inc (PVLA) jumped nearly 37% on Tuesday, after the company reported positive topline results from its Phase 3 SELVA study, potentially paving the way for a FDA submission.&nbsp;The company said its lead candidate, QTORIN 3.9% rapamycin anhydrous gel, met its primary endpoint, showing a statistically significant improvement on the Microcystic Lymphatic Malformation Investigator Global Assessment scale.&nbsp;The study also met its key secondary endpoint and all four additional secondary endpoints, each demonstrating statistical significance in patients with microcystic lymphatic malformations (MLM), a rare vascular condition. MLM is a benign, fluid-filled cyst that can form under the skin, often on the neck or the head.<h2 class="st-heading-2">QTORIN Rapamycin Was Well Tolerated</h2>In the Phase 3 SELVA study, QTORIN rapamycin was generally well tolerated. Of the 50 patients who started treatment, 70% reported side effects, most of which were mild or moderate. Four serious adverse events were reported, but investigators said they were not related to the drug. The most common treatment-related issues were mild skin reactions at the application site.88% of the patients completed the 24-week study. Nearly all eligible participants chose to continue treatment in the extension phase.Based on these results, the company plans to submit a New Drug Application (NDA) to the U.S. Food and Drug Administration (FDA) in the second half of 2026, with potential U.S. approval expected in the first half of 2027, the firm added.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits flipped to ‘extremely bullish’ following the update, from ‘neutral’ a day earlier. Message volume on the platform was ‘extremely high’.<img src="https://news.stocktwits-cdn.com/PVLA_jpg_d1bfdadf88.webp" alt="PVLA.jpg">Year-to-date, the stock has gained around 16%&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Did PVLA Stock Surge 37% Today?

The biotech company reported statistically significant Phase 3 data for QTORIN gel.

PVLA Stock Soars On Strong Phase 3 Results For Rare Vascular Disorder Treatment 

<ul class="summary-bullets"><li>Palladyne expects to complete the deliverables by the third quarter of 2026.</li><li>The contract projected to generate nearly $1 million in revenue for fiscal 2026.</li><li>The win positions Palladyne for a bigger involvement in future long-duration missile programs, the company said.&nbsp;</li></ul>Shares of Palladyne AI Corp. (PDYN) jumped more than 10% in pre-market trading on Tuesday after the company signed an agreement with a major U.S. defense prime contractor to supply a mission-critical subsystem supporting missile propulsion for an existing U.S. missile program.<a href="https://stocktwits.com/symbol/PDYN">PDYN shares</a> jumped 17% after the opening bell.Palladyne expects to complete the deliverables by the third quarter of 2026, with the contract projected to generate nearly $1 million in revenue for the year. The win also positions Palladyne for a bigger involvement in future long-duration missile programs, the company said.“Beyond the initial contract, we believe we are well positioned for growing annual revenues from this program,” said Ben Wolff, CEO of Palladyne AI.<h2 class="st-heading-2">Palladyne’s Latest Contracts</h2>This comes on the back of two recent contracts. Last month, Palladyne AI was awarded a contract by the Air Force Research Laboratory (AFRL) for project HANGTIME to enable autonomous systems to operate as a coordinated unit. The project will use Palladyne’s SwarmOS to connect drones, ships, satellites, and ground systems, allowing them to share intelligence, adapt in real time, and execute synchronized missions across domains.In a separate development, Palladyne’s subsidiary GuideTech secured a contract with Portal Space Systems to support next-generation maneuverable spacecraft. GuideTech will provide navigation, guidance, spacecraft modeling, embedded software, and avionics expertise, expanding Palladyne’s footprint into the space sector.Palladyne also released its FY2026 forecast, expecting revenue between $24 million and $27 million, representing significant growth driven by new contracts, rising customer demand, and the integration of recently acquired businesses.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits remained in the ‘extremely bullish’ territory over the past 24 hours, accompanied by ‘extremely high’ message volumes.<img src="https://news.stocktwits-cdn.com/PDYN_jpg_f922841080.webp" alt="PDYN.jpg">One user expects the stock to climb to $10. It is currently at $7.91.<stembedurl>https://stocktwits.com/Lando4/message/643785073</stembedurl>The stock has seen heavy buying interest so far in 2026, surging 84%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Did PDYN Stock Pop Over 10% In Pre-Market Today?

The company signed an agreement with a major U.S. defense prime contractor to supply a subsystem that supports missile propulsion.

Palladyne AI Stock Is Surging After Landing A Pentagon-Linked Missile Contract 

<ul class="summary-bullets"><li>The drug is now expected to be available in the U.S. in the second half of January 2026.</li><li>The prescribing information for the drug includes a warning for the risk of heart failure due to systolic dysfunction.</li><li>Myqorzo is available only through a restricted program under a risk evaluation and mitigation strategy (REMS) because of the risk of heart failure.</li></ul> Shares of Cytokinetics, Incorporated (CYTK) soared as much as 7% after hours before paring back gains on Friday after the company said that its drug Myqorzo for the treatment of adults with thickened heart muscle has been approved by the U.S. Food and Drug Administration.The agency approved 5 mg, 10 mg, 15 mg, 20 mg Myqorzo tablets for the treatment of symptomatic obstructive hypertrophic cardiomyopathy and aimed at improving functional capacity and symptoms. Symptomatic obstructive hypertrophic cardiomyopathy means the individual has a thickened heart muscle that blocks blood flow out of the heart, causing symptoms like shortness of breath, chest pain (especially with exertion), palpitations, dizziness, fatigue, and fainting.The approval marks the company’s first by the FDA. “I’m pleased that the approved label and REMS reflect the distinct characteristics of Myqorzo including a straightforward, flexible dosing regimen, no requirement for drug-drug interaction monitoring and a predictable safety profile,” CEO Robert I Blum <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.globenewswire.com/news-release/2025/12/19/3208724/35409/en/Cytokinetics-Announces-FDA-Approval-of-MYQORZO-aficamten-for-the-Treatment-of-Adults-with-Symptomatic-Obstructive-Hypertrophic-Cardiomyopathy-to-Improve-Functional-Capacity-and-Sym.html">said</a>.The drug is now expected to be available in the U.S. in the second half of January 2026.<h2 class="st-heading-2">Risks Associated</h2>The prescribing information for the drug includes a warning for the risk of heart failure due to systolic dysfunction. Echocardiogram assessments are required prior to and during treatment with Myqorzo to monitor for systolic dysfunction, the company said. The initiation of the drug is not recommended for patients with low Left Ventricular Ejection Fraction (LVEF). LVEF refers to the percentage of blood pumped out of the heart's main pumping chamber, the left ventricle, with each heartbeat.Myqorzo is available only through a restricted program under a risk evaluation and mitigation strategy (REMS) because of the risk of heart failure.FDA approved the drug on the basis of results from a late-stage trial in which Myqorzo improved exercise capacity and reduced symptoms. The drug was also well tolerated in the study with no instances of worsening heart failure or treatment interruptions. Treatment emergent serious adverse events occurred in 5.6% of patients on the drug and 9.3% of patients on placebo.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around CYTK stayed within the ‘extremely bullish’ territory over the past 24 hours while message volume rose from ‘high’ to ‘extremely high’ levels.A Stocktwits user highlighted that the recommended monitoring during the drug’s use is “pretty reasonable.”<stembedurl>https://www.stocktwits.com/kgpittm/message/639758721</stembedurl>Another expressed surprise at the stock trading in the red despite the “great news.”<stembedurl>https://www.stocktwits.com/Kim_Jong_Moon/message/639763223</stembedurl><a href="https://stocktwits.com/symbol/CYTK">CYTK stock</a> has risen 33% this year and by about 34% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/atai-beckley-supernus-jump-as-wall-street-flags-psychedelics-tailwinds-from-trump-marijuana-order/cLe02tNREtb">Optimism Flows From Pot To Psychedelics: Atai Beckley, Supernus Stocks Rise After Analyst Flags Positive Tailwinds From Trump’s Marijuana Order</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

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

Cytokinetics Wins First FDA Approval For Heart Disease Drug — Why Is Wall Street Still Cautious?

The FDA approved 5 mg, 10 mg, 15 mg, 20 mg Myqorzo tablets for the treatment of symptomatic obstructive hypertrophic cardiomyopathy.

<ul class="summary-bullets"><li>The analyst said the market may be underestimating the impact of autonomous vehicles on the company’s discounted cash flow.&nbsp;</li><li>Risks also arise from Lyft's U.S. ridesharing market exposure and undiversified offering mix, he added.&nbsp;</li><li>Earlier, Jefferies lowered its price target to $22 from $23 while keeping a ‘Hold’ rating, as per TheFly.</li></ul>Wedbush Equity Research Analyst Scott Devitt downgraded Lyft Inc. (<a href="https://stocktwits.com/symbol/LYFT">LYFT</a>) to ‘Underperform’ from ‘Neutral’ and reduced its price target to $16 from $20, citing risks from the impact of autonomous vehicle disruption.Devitt said that the firm believes the risk comes from Lyft's U.S. ridesharing market exposure and undiversified offering mix, according to TheFly. Wedbush believes the market is misreading the negative terminal value impact that autonomous vehicles may have on the company’s discounted cash flow value.<h2 class="st-heading-2">Autonomous Rides Push</h2>In October, Lyft partnered with Tensor Auto to bring the California-based Robocars onto its platform in 2027. Individual owners can list Tensor’s vehicles on the platform in select markets once approved. The company has reserved hundreds of Robocars across Europe and North America. Lyft is also partnering with Alphabet’s Waymo to launch the latter’s fully autonomous ride-hailing service in Nashville in 2026.Lyft’s push into autonomous vehicles comes as rival Uber Technologies (UBER) is amping up its own efforts to expand its global AV fleets. Recently, UBER announced that it will leverage NVIDIA’s AI Architecture to accelerate its robotaxi and autonomous fleet offerings. The ride-hailing company is already offering autonomous robotaxi rides with WeRide (WRD) in Riyadh, though it currently has a vehicle operator.Earlier, Jefferies lowered Lyft’s to $22 from $23 while keeping a ‘Hold’ rating, as per TheFly.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, the retail sentiment around Lyft remained in the ‘neutral’ territory over the past 24 hours, and message volume stayed at ‘high’ levels at the time of writing.<figure class="image"><img style="aspect-ratio:1288/156;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_19_at_7_23_46_PM_png_c2fe0aa8c6.webp" alt="On Stocktwits, the retail sentiment around Lyft remained in the ‘neutral’ territory over the past 24 hours, and message volume stayed at ‘high’ levels at the time of writing." width="1288" height="156"></figure>LYFT was among the top trending tickers on Stocktwits at the time of writing.Shares of LYFT are up over 46% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

Lyft's logo is seen on a smartphone and a pc screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Lyft Draws Investor Attention After Wedbush Downgrades Stock Amid Autonomous Vehicle Risks

Wedbush Equity Research Analyst Scott Devitt reduced the price target on Lyft to $16 from $20. 

<ul class="summary-bullets"><li>According to the company, preliminary analysis of the data showed a 72% reduction in CRBSI and a 70% reduction in secondary hospitalizations.&nbsp;</li><li>The study was based on results from approximately 7,000 patients who received at least one dose of DefenCath in Year 1.</li><li>The latest DefenCath results indicate meaningful risk reduction among some of the most vulnerable patients and significant cost reductions, the company said.</li></ul>CorMedix Inc. (<a href="https://stocktwits.com/symbol/CRMD">CRMD</a>) stated on Thursday that its DefenCath, a catheter lock solution, had fewer catheter-related bloodstream infections (CRBSI) and secondary hospitalizations in adult dialysis patients as shown in its ongoing real-world interim study conducted in conjunction with U.S. Renal Care.The use of DefenCath resulted in a 72% reduction in CRBSI and a 70% reduction in hospitalizations secondary to CRBSI in the preliminary analysis of interim data for approximately 7,000 patients who received at least one dose of DefenCath in Year 1, the company said.Shares of CRMD were up over 2% on Thursday morning.<h2 class="st-heading-2">DefenCath Solutions</h2>CorMedix said that it believes the latest results about DefenCath indicate a meaningful risk reduction among some of the most vulnerable patients. The biopharmaceutical company added that it would also significantly save costs for the healthcare community.Centers for Medicare &amp; Medicaid Services (CMS) spends more than $3 billion per year on costs associated with CRBSI, with the average CRBSI-related hospitalization estimated to cost between $63,000 and $110,000 per incident, approximately, the company said.Joseph Todisco, CEO at CorMedix, said the interim results from the study will be used to support broader adoption of DefenCath and advance long-term reimbursement discussions, including with Medicare Advantage.“Our organization is deeply committed to advancing innovative therapies for our patients, and we are encouraged by the reduction in both serious infections and hospitalizations demonstrated in these preliminary results,” said Geoffrey A. Block, Senior Vice President of Clinical Research and Medical Affairs at U.S. Renal Care.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, the retail sentiment around CRMD jumped to ‘bullish’ from ‘bearish’ levels over the past day, and message volume changed to ‘normal’ from ‘low’ levels.<figure class="image"><img style="aspect-ratio:1274/160;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_18_at_9_42_40_PM_png_b7b4e3b880.webp" alt="On Stocktwits, the retail sentiment around CRMD jumped to ‘bullish’ from ‘bearish’ levels over the past day, and message volume changed to ‘normal’ from ‘low’ levels." width="1274" height="160"></figure> Shares of CRMD are up over 44% over the last year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

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

Why Is CorMedix Stock Rising Today?

CorMedix said that its catheter lock solution showed fewer catheter-related bloodstream infections and secondary hospitalizations in adult dialysis patients in the interim study.

<ul class="summary-bullets"><li>Insmed subsequently decided to discontinue the program with immediate effect.</li><li>The company also announced that it has acquired a new experimental drug called INS1148.&nbsp;</li><li>The new drug adds to the company’s pipeline, the most advanced of which are in pulmonary and inﬂammatory conditions. &nbsp;</li></ul>Shares of Insmed Incorporated (INSM) slumped nearly 17% in after-hours trading on Wednesday after the company said that its mid-stage stage study of Brensocatib in patients with chronic rhinosinusitis without nasal polyps did not meet its defined goals.While the drug was well tolerated with no new safety concerns, the drug yielded no positive treatment benefits in the study even at its highest dose of 40 mg, the company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.prnewswire.com/news-releases/insmed-provides-clinical-and-business-update-302645128.html">said.</a> The failed study was conducted across 104 sites globally and enrolled a total of 288 patientsInsmed subsequently decided to discontinue the program with immediate effect. "While we are disappointed in the results, they provided us with a clear answer,” Chief Medical Officer of Insmed Martina Flammer said.<h2 class="st-heading-2">Gearing Forward With New Acquisition</h2>Bridgewater, New Jersey-headquartered Insmed also announced on Wednesday that it has acquired a new experimental drug called INS1148 with potential in addressing respiratory and immunological and inflammatory diseases. The company now plans to advance mid-stage development plans for the drug initially in interstitial lung disease and moderate-to-severe asthma.The drug was developed by privately held pharmaceutical company Opsidio and formerly known as OpSCF.The drug adds to the company’s pipeline, the most advanced of which are in pulmonary and inﬂammatory conditions.<h2 class="st-heading-2">Pipeline And Approvals</h2>Last month, the European Commission approved the company’s Brinsupri for the treatment of a chronic and progressive lung disease non-cystic fibrosis bronchiectasis in patients 12 years of age and older. It is the only approved treatment for the condition in the European Union.Brinsupri was approved by the U.S. Food and Drug Administration for the treatment of the condition in August. Non-cystic fibrosis bronchiectasis is a chronic lung condition where airways become permanently widened and damaged, leading to a vicious cycle of mucus buildup, infection, inflammation, and cough with sputum.<h2 class="st-heading-2">Analyst Optimism Dampened</h2>Cantor Fitzgerald had raised the price target on Insmed to $230 from $216 on Wednesday in anticipation of the trial results. The analyst, who kept an ‘Overweight’ rating on the shares, had termed the study results as the stock’s “next important catalyst” and had said that it sees a "good chance" of Brensocatib showing a benefit in chronic rhinosinusitis without nasal polyps.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around Insmed stayed within the ‘bullish’ territory over the past 24 hours while message volume stayed at 'high' levels.<a href="https://stocktwits.com/symbol/INSM">INSM stock</a> has nearly tripled this year.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/archer-eyes-deploying-air-taxis-in-major-us-cities-amid-short-sellers-no-fly-concerns/cLeOuYiREAG">Archer Eyes Deploying Air Taxis In Major US Cities Backed By Government Push Amid Short Seller’s No-Fly Concerns</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, the Insmed Incorporated logo is seen displayed on a smartphone. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Insmed Stock Plunges Nearly 20% After Hours As Sinus Drug Fails Mid-Stage Trial And Shows No Benefit

While the drug was well tolerated with no new safety concerns, the drug yielded no positive treatment benefits in a study even at its highest dose of 40 mg. 

<ul class="summary-bullets"><li>The retirement comes after the company reported strong performance in its investment banking business for Q3.&nbsp;</li><li>Earlier this month, JPMorgan consumer and community banking chief Marianne Lake said that it expects expenses to climb to about $105 billion in 2026.&nbsp;</li><li>Lake also said that investment banking revenue is expected to be up by the low-single digit percentages in the fourth quarter.</li></ul>JPMorgan Chase &amp; Co’s investment banking (JPM) Chairman Jamie Grant is reportedly set to retire from the firm early next year.Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-15/jamie-grant-is-said-to-retire-from-jpmorgan-after-four-decades">reported</a> on Monday, citing people familiar with the matter and a memo, that Grant is slated to leave after 45 years at the lender. According to Grant’s Linkedin profile, he joined the lender in 1980 as an investment banker after graduating from Oxford University and rose to be the global chairman of Investment banking.<h2 class="st-heading-2">AI Push, Rising Costs</h2>Earlier this month, JPMorgan consumer and community banking chief Marianne Lake <a href="https://stocktwits.com/news-articles/markets/equity/jpmorgan-is-pouring-billions-into-tech-to-rewire-the-bank-for-the-ai-age/cLIuDSVRENq">said</a> that the firm expects expenses to climb to about $105 billion in 2026.Lake, during a Goldman Sachs conference last week, said that the second biggest driving factor of higher costs is the company’s strategic investments, which include building branches, adding bankers, adding advisors, investing in acquisition marketing, refreshing branches, investing in AI, in customer features and technology, and adding new products.Lake also said that investment banking revenue is expected to be up by the low-single digit percentages in the fourth quarter, and markets revenue to be up in the low-teens percentages.<h2 class="st-heading-2">Q3 Performance</h2>In October, JPM reported 9% growth in managed revenue to $47.1 billion driven by higher markets revenue and higher fees across asset management and investment banking, among others.The company also raised its net interest income forecast &nbsp;for the full year 2025 to $95.8 billion, up from its previous forecast of $95.5 billion. It expects interest income excluding markets of $95 billion in 2026.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around JPM stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume stayed at ‘extremely high’ levels.<a href="https://stocktwits.com/symbol/JPM">JPM stock</a> has gained nearly 34% this year and over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/stocks-making-the-biggest-moves-today-december-15-2025/cLe4BltREoF">Tesla, iRobot, ServiceNow, Radiopharm Theranostics, Kyverna Therapeutics: Stocks Making The Biggest Moves Today</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, a smartphone held in a hand displays the logo of JPMorgan Chase & Co.

JPMorgan Investment Banking Chief Plans Exit After 45 Years As Bank Ramps Up AI And Braces For $105B Costs: Report

According to Grant’s Linkedin profile, he joined the lender in 1980 as an investment banker after graduating from Oxford University and rose to be the global chairman of Investment banking.

<ul class="summary-bullets"><li>Shield Technology Partners is a new IT Services platform backed by Thrive Holdings, a tech investment firm.</li><li>Jim Siders will be departing Palantir after 12 years at the company, most recently as its chief information officer.&nbsp;</li><li>Shield works with seven companies, mostly small and mid-sized businesses, and is expected to generate more than $100 million in revenue this year.</li></ul>Palantir Technologies Inc.’s (PLTR) Chief Information Officer, Jim Siders, will be leaving the company after 12 years to become the Chief Executive Officer at Shield Technology Partners.Shield Technology Partners is a new IT Services platform backed by Thrive Holdings, an investment firm with stakes in tech companies such as OpenAI, Stripe, and Databricks. Shield will partner with Thrive Holdings and OpenAI to integrate artificial intelligence into its partner businesses.According to a CNBC report, Thrive stated Shield is expected to generate more than $100 million in revenue this year and currently works with seven companies, primarily small and mid-sized businesses.“AI is rewriting the economics of service delivery at the exact time IT service providers are rethinking how they operate," stated Siders. “Shield is this incredible combination of long-term vision, technological expertise, and operational know-how that I think makes it perfect for this moment in time. We have lightning in a bottle.”<h2 class="st-heading-2">Journey At Palantir</h2>Jim Siders started his journey at Palantir as an IT helpdesk engineer and rose to chief information officer, overseeing global IT operations, infrastructure, and business applications in 2022.Siders oversaw Palantir at a time when the company’s revenue grew over $4 billion. He also led the setup of a federated structure that aligned technology and data workflows more directly with business value. Shares of <a href="https://stocktwits.com/symbol/PLTR">PLTR</a> are up over 147% in the past year.“Jim has been one of the early advocates for getting engineers to work directly alongside their customers,” said Anuj Mehndiratta, a member of the Thrive Holdings founding team. “He has been in the shoes of our partners and understands intuitively what their customers want.”Palantir has yet to make an official announcement of Siders’ departure. Meanwhile, the company has announced a three-year renewal of its contract with the DGSI, France's domestic intelligence agency.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, the retail sentiment around PLTR remained ‘neutral’ over a week, and message volume stayed at ‘normal’ levels at the time of writing.<figure class="image"><img style="aspect-ratio:1261/153;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_15_at_8_09_47_PM_png_5c84c88df3.webp" alt="On Stocktwits, the retail sentiment around PLTR remained ‘neutral’ over a week, and message volume stayed at ‘normal’ levels at the time of writing." width="1261" height="153"></figure>Shares of PLTR are up over 1.8% on Monday morning at the time of writing and have surged over 148% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

A computer with the acronym AI for Artificial Intelligence.

Palantir CIO Jim Siders To Depart After 12 Years To Head Thrive Capital’s New IT Services Business

im Siders said that Shield has an incredible combination of long-term vision, technological expertise, and operational know-how, making it perfect for him at the moment. 

<ul class="summary-bullets"><li>The analyst expects the "death of software-as-a-service" will weigh down ServiceNow in 2026, according to TheFly.</li><li>Earlier, Bloomberg reported that ServiceNow is allegedly mulling the acquisition of a cybersecurity startup for $7 billion.</li><li>ServiceNow had posted market-beating results for its third quarter in October and also approved a five-for-one stock split.</li></ul>ServiceNow Inc. (NOW) shares traded over 5% lower in Monday’s pre-market after KeyBanc downgraded the stock.Analyst Jackson Ader at KeyBlanc downgraded <a href="https://stocktwits.com/symbol/NOW">NOW</a> to ‘Underweight’ from ‘Sector Weight’ with a price target of $775, according to TheFly. The back-office employment data suggest that the "death of software-as-a-service" narrative could start to weigh on ServiceNow in 2026, the analyst stated in a research note.<h2 class="st-heading-2">Acquisition Talks</h2>The downgrade comes on the back of a Bloomberg report stating that ServiceNow is looking to acquire Armis, a cybersecurity startup, in a $7 billion deal, which could be announced in the coming days.Earlier this month, the software-as-a-service (SaaS) company announced plans to acquire Veza, an identity security company, to augment its AI- and data-focused goals. “In the era of agentic AI, every identity — human, AI agent, or machine — is a force for enterprise impact. It’s only when you have continuous visibility into each identity’s permissions that you can trust it,” Amit Zavery, president, chief operating officer, and chief product officer at ServiceNow, said at the time.The Armis acquisition would further augment ServiceNow’s security capabilities. California-based Armis specializes in agentless cybersecurity that helps identify and track security threats on devices across industries.ServiceNow posted market-beating results for its third quarter in October and also approved a five-for-one stock split. Earlier this month, Dan Ives, managing director at Wedbush Securities, also <a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-updates-ai-30-winner-list-ahead-of-2026-sound-hound-service-now-salesforce-removed/cLI7XbjREiS">announced</a> that ServiceNow Inc. (NOW) had been removed from the IVES AI 30 winner list.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, ServiceNow was trending in the seventh position on Monday morning. The retail sentiment around NOW jumped to ‘bullish’ from ‘neutral’ territory a day ago, while message volume increased to ‘high’ from ‘normal’ levels at the time of writing.<figure class="image"><img style="aspect-ratio:1268/133;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_15_at_6_26_59_PM_png_0aa34524b3.webp" alt="The retail sentiment around NOW jumped to ‘bullish’ from ‘neutral’ territory a day ago, while message volume increased to ‘high’ from ‘normal’ levels at the time of writing." width="1268" height="133"></figure>Shares of NOW are down over 23% over the last year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

In this photo illustration, the logo of ServiceNow, Inc. is displayed on a smartphone screen, with the company's branding visible in the background, on April 20, 2025, in Chongqing, China.

ServiceNow Stock Is Down 5% Today — What’s Weighing On The Shares?

KeyBank downgraded ServiceNow to ‘Underweight’ from ‘Sector Weight’ with a price target of $775. 

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