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Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending amidst extreme post-earnings volatility, as strong revenue growth and a $2 billion share buyback program were met with a sharp sell-off following an initial pre-market surge. The community is actively debating whether to 'buy the dip' or expect further decline, citing market manipulation and a broader software sector re-evaluation impacting valuations.

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

Unity Software is experiencing extreme volatility following its earnings report, where slightly soft Q1 guidance triggered a significant sell-off, amplified by broader market concerns regarding AI competition. The community is sharply divided, with many seeing the drastic price drop as an "overreaction" and a "buying opportunity," while others question the company's long-term growth prospects amidst competitive pressures.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is experiencing intense discussion and a notable price decline following its recent earnings report, with community members expressing confusion over the sharp sell-off amid analyst downgrades, broader credit cycle concerns, and speculation about potential short squeezes.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

ALAB is trending after exceeding earnings expectations and securing a major warrant deal with Amazon for future purchases, reinforcing its crucial position in AI infrastructure connectivity. The stock's characteristic volatility has prompted active community debate regarding its valuation and the immediate sell-off following positive news.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending lower as better-than-expected jobs data, coupled with significant prior revisions, sparks widespread community skepticism about economic reports and heightens fears of delayed Federal Reserve rate cuts.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. It also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment offers products and services sold for applications within the data center, communication networks, and commercial and industrial markets in North America and Latin America. The Asia Pacific segment includes products and services sold for applications within the data center, communication networks, and commercial or industrial markets throughout Greater China, Australia and New Zealand, Southeast Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Columbus, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv Holdings is trending following its recent earnings report, which highlighted exceptional organic orders growth and an optimistic full-year revenue guidance for 2026, fueled by strong demand for AI and data center infrastructure. The community is divided between those taking profits after a significant run and long-term bulls confident in its pivotal role within the expanding AI ecosystem, despite some discussions around valuation.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Energy and Transportation, Financial Products, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Energy and Transportation segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The Financial Products segment provides financing alternatives to customers and dealers for Caterpillar products and services, as well as financing for power generation facilities. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925 and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar is currently seeing significant discussion following strong earnings that highlight its unexpected role in the AI boom, with surging demand for its power generation equipment driven by data center infrastructure needs. While this has propelled analyst price targets and investor enthusiasm amidst a broader shift to industrials, some market participants are voicing concern about its valuation and recent insider selling.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending following mixed earnings, with a notable decline in crypto revenue raising concerns about its dependence on volatile digital assets, despite growth in areas like Gold subscribers and prediction markets. The community is sharply divided, with some viewing it as an overvalued, crypto-tied platform while others see a long-term "superapp" opportunity at current levels.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is a hot topic as a recent jobs report sparks intense debate within the community, with bulls interpreting the robust data as a foundation for continued market strength, while bears dismiss it as manipulated, portending increased volatility and potential declines for tech-heavy indices due to stalled rate cut expectations.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is trending after securing an initial production order for its Sonoma AI test systems from a lead hyperscale customer for next-generation AI processors, sparking widespread community excitement about the technology's validation and fueling speculation of massive future orders and a potential short squeeze.

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<ul class="summary-bullets"><li>Evommune stated that it designed the Phase 2a trial to evaluate the safety and efficacy of an intravenous 5 milligram per kilogram dose of EVO301 over 12 weeks.</li><li>The company said it had 70 patients in the trial, and EVO301 achieved a 33% placebo-adjusted improvement in the Eczema Area and Severity Index at week 12.</li><li>Evommune said EVO301 showed a favorable safety profile with no serious adverse events reported.</li></ul>Evommune Inc. (EVMN) shares nearly doubled in value in Tuesday’s pre-market trade before paring some of the gains to hover 50% higher in the opening trade after the company reported positive results from its atopic dermatitis trial.Evommune stated that its atopic dermatitis treatment, EVO301, met its primary endpoint at week 12 during the&nbsp;mid-stage trial. The company said that EVO301 achieved highly statistically significant outcomes in adult patients with moderate-to-severe atopic dermatitis.Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/EVMN">Evommune</a> trended in the ‘neutral’ territory at the time of writing. The EVMN stock was among the top five trending tickers on the platform.<h2 class="st-heading-2">Evommune Details Results Of The Trial</h2>Evommune stated that it designed the Phase 2a trial to evaluate the safety and efficacy of an intravenous 5 milligram per kilogram dose of EVO301 over 12 weeks.“These data support our plans to move EVO301 into a Phase 2b dose-ranging trial where we can optimize the dose and seek to further improve patient outcomes,” said Evommune President and CEO, Luis Peña.The company said it had 70 patients in the trial, and EVO301 achieved a 33% placebo-adjusted improvement in the Eczema Area and Severity Index (EASI) at week 12.Evommune said EVO301 showed a favorable safety profile, with no serious adverse events reported and no treatment-related discontinuations due to adverse events.Dr. Mark G. Lebwohl, Dean for Clinical Therapeutics and Chairman Emeritus of the Department of Dermatology at the Icahn School of Medicine at Mount Sinai, stated that EVO301’s ability to target the interleukin-18 (IL-18) mechanism and demonstrate clinically relevant activity could present patients with “real benefits.”<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>One bullish user stated that there has been “only good news” with the Evommune stock so far.<stembedurl>https://stocktwits.com/swingingg/message/644564885</stembedurl>Another user stated that the IL-18, a known inflammatory pathway which plays a key role in various immune processes, is “working great” for dermatitis.<stembedurl>https://stocktwits.com/JanetBSmellin/message/644548490</stembedurl><a href="https://stocktwits.com/symbol/EVMN">EVMN stock</a> is up 45% year-to-date and 44% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/michael-saylor-bitcoin-volatility-bug-as-well-as-feature/cZbUI8AR4Yx">Michael Saylor Calls Bitcoin Volatility Both A Bug And A Feature, Touts It As ‘Digital Capital’: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

This Biotech Stock Nearly Doubled In Value Today Morning – What’s Driving Investor Optimism?

The company said that EVO301 achieved highly statistically significant outcomes in adult patients with moderate-to-severe atopic dermatitis.

Equity

<ul class="summary-bullets"><li>In Kentucky, TeraWulf has acquired a former industrial site in Hawesville, which has approximately 480 MW of existing power availability.</li><li>In Maryland, where TeraWulf is headquartered, the company has acquired the Morgantown Generating Station.</li><li>This expanded development pipeline supports its growth strategy targeting 250 to 500 MW of new contracted capacity annually.</li></ul>Shares of TeraWulf (<a href="https://stocktwits.com/symbol/WULF">WULF</a>) surged more than 10% during extended hours of trading on Monday after the company announced that it is expanding its digital and power infrastructure portfolio.&nbsp;The company said it is expanding its portfolio through the acquisition of two strategically located brownfield infrastructure sites in Hawesville, Kentucky and Charles County, Maryland.<h2 class="st-heading-2">Details</h2>TeraWulf said these acquisitions added about 1.5 gigawatts (GW) of capacity to its portfolio and advanced the company’s strategy of developing energy-advantaged locations with near-term power availability, long-term scalability, and the ability to support customer demand and broader grid needs.In Kentucky, TeraWulf has acquired a former industrial site in Hawesville. The site includes more than 250 buildable acres for compute capacity and offers immediate access to robust power infrastructure, the statement said.&nbsp;The Hawesville site has approximately 480 megawatts (MW) of existing power availability, with the potential to further expand over time. Development is expected to occur in phases, allowing TeraWulf to scale efficiently alongside customer demand.In Maryland, where TeraWulf is headquartered, it has acquired the Morgantown Generating Station. The acquisition establishes TeraWulf’s presence in the Pennsylvania-New Jersey-Maryland (PJM) market and reinforces the company’s strategy of reinvesting in existing energy assets to support grid reliability and long-term economic activity.<h2 class="st-heading-2">Portfolio Expansion</h2>With the addition of these sites, TeraWulf’s infrastructure portfolio now totals approximately 2.8 GW across five sites, including 642.5 MW of contracted capacity and 2.2 GW of owned pipeline capacity.This expanded development pipeline supports its growth strategy targeting 250 to 500 MW of new contracted capacity annually, aligned with customer demand, power availability, and regional grid conditions.“These acquisitions reflect our strategy of reinvesting in existing energy infrastructure to support grid reliability, long-term economic activity, and responsible growth,” said Paul Prager, Chairman and Chief Executive Officer of TeraWulf.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around WULF trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;One bullish user said that “2 additional site announcement today DOUBLES the AI/HPC capacity”.&nbsp;<stembedurl>https://stocktwits.com/AllMarkets/message/643740254</stembedurl>Shares in the company have jumped more than 200% over the past 12 months.&nbsp;&nbsp;

 In this photo illustration, the TeraWulf (Tera Wulf) logo is seen displayed on a smartphone screen.

Why Is TeraWulf Stock Rallying More Than 10% After Hours?

With the addition of these sites, TeraWulf’s infrastructure portfolio now totals approximately 2.8 GW across five sites.

<ul class="summary-bullets"><li>The study builds on data from an early-stage study which evaluated CD19 CAR-NK cell therapy in combination with the Rituximab without Anktiva.</li><li>Durable complete responses were observed in heavily pretreated patients with iNHL in the study, including Waldenström’s Macroglobulinemia, the company said.</li><li>Last month, Immunitybio said that it recently met with the U.S. FDA to discuss its application for Anktiva plus Bacillus Calmette-Guérin (BCG) in BCG-unresponsive non-muscle invasive bladder cancer (NMIBC) with papillary tumors.</li></ul>Immunitybio Inc. (IBRX) said on Monday that it has launched a mid-stage clinical study in patients with indolent B-cell non-Hodgkin lymphoma (iNHL) with no need for chemotherapy.The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.immunitybio.com/news-releases/news-release-details/immunitybio-launches-phase-2-chemotherapy-free-car-nk-cell">said</a> that outpatient study will evaluate ImmunityBio’s novel, off-the-shelf cell therapy CD19 CAR-NK in combination with its other drug Anktiva and Rituximab, and will not require any lymphodepleting chemotherapy unlike conventional CAR-T cell therapies.<h2 class="st-heading-2">Why The Trial?</h2>The study builds on data from an early-stage study which evaluated CD19 CAR-NK cell therapy in combination with the Rituximab without Anktiva. Durable complete responses were observed in heavily pretreated patients with iNHL in the study, including Waldenström’s Macroglobulinemia, the company said.The new mid-stage study is designed to evaluate whether further stimulation of innate and adaptive immune responses may enhance the depth and durability of anti-tumor activity, Immunitybio said, while adding that the company is hopeful for Anktiva potentially augmenting the actions of the cell therapy and Rituximab.The study will enroll patients with indolent NHL, including Waldenström’s Macroglobulinemia, who are relapsed or are refractory after at least two prior lines of therapy. Treatment will be provided without chemotherapy.<h2 class="st-heading-2">Anktiva Troubles</h2>Last month, Immunitybio said that it recently met with the U.S. Food and Drug Administration to discuss its application for Anktiva plus Bacillus Calmette-Guérin (BCG) in BCG-unresponsive non-muscle invasive bladder cancer (NMIBC) with papillary tumors.The company had submitted the application in 2025 but was rejected and is now looking to resubmit it with more information. The company then said that it would submit the additional information within 30 days, and that the added information does not need a new trial.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around IBRX shares remained within the ‘bullish’ territory, while message volume remained at ‘high’ levels.<a href="https://stocktwits.com/symbol/IBRX">IBRX stock</a> has gained about 90% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-seemingly-confirms-xai-spacex-merger-talks/cZbgtmrR4kZ">Elon Musk Seemingly Confirms xAI-SpaceX Merger Talks</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Immunitybio Initiates Another Cell Therapy Trial With No Chemotherapy Needs

The company said that outpatient study will evaluate ImmunityBio’s novel, off-the-shelf cell therapy CD19 CAR-NK in combination with its other drug Anktiva and Rituximab.

<ul class="summary-bullets"><li>For the full fiscal year 2026, the company now expects total revenue in the range of $435 million to $440 million, compared to prior guidance of $425 to $435 million.</li><li>For the current quarter (Q2), the company expects to report revenue of approximately $107 million to $108 million, marking a growth of approximately 16% percent year over year.</li><li>Twist also said that it expects to achieve adjusted EBITDA breakeven in the fourth quarter of fiscal 2026.</li></ul>Shares of Twist Bioscience Corporation (TWST) jumped 8% on Monday after the company hiked its fiscal year 2026 revenue guidance on the heels of a first-quarter (Q1) earnings report that beat Wall Street estimates.<h2 class="st-heading-2">Upbeat Outlook</h2>For the full fiscal year 2026, the company now expects total revenue in the range of $435 million to $440 million, compared to prior guidance of $425 to $435 million, and exceeding an analyst estimate of $430.84 million, according to data from Fiscal AI. &nbsp;For the current quarter (Q2), the company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investors.twistbioscience.com/static-files/af6dbd56-d91e-429e-b337-a8e2675fc255">expects</a> to report revenue of approximately $107 million to $108 million, marking a growth of about 16% percent year over year at the midpoint, and exceeding an estimated $105.08 million.Twist also said that it expects to achieve adjusted EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) breakeven in the fourth-quarter of fiscal 2026.<h2 class="st-heading-2">Q1 Numbers</h2>For Q1, the company reported total revenue of $103.7 million, marking a growth of 17%, and above an expected $100.33 million, due to an increase in customers. The company said that it shipped products to about 2,538 customers in Q1 of fiscal 2026, versus approximately 2,376 in the same quarter of the previous fiscal year.Net loss for the quarter came in at $30.5 million, compared to $31.6 million in the corresponding quarter of fiscal 2025.The company also ended the quarter with $198 million in cash, cash equivalents, and short-term investments.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around TWST stock rose from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume remained at ‘high’ levels.A user applauded the earnings as “solid” progress for investors.<stembedurl>https://www.stocktwits.com/DBRGLong/message/643661292</stembedurl><a href="https://stocktwits.com/symbol/TWST">TWST stock</a> has dropped 16% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/oracle-bond-offering-funding-ai-cloud-infrastructure/cZbgYA1R4ki">ORCL Stock In Focus As Tech Giant Reportedly Launches Bond Offering To Cover Half Of 2026 Funding Needs</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rising stock market chart on a trading board background.

TWST Shares Rise 8% — What’s Driving The Rally?

Twist Bioscience Corporation hiked its fiscal year 2026 revenue guidance on the heels of a first quarter earnings report that beat Wall Street estimates. 

<ul class="summary-bullets"><li>The committee had issued a negative opinion on approving the new dosing regimen in October after it deemed the submitted data as insufficient to conclude on efficacy.</li><li>Protalix said that it will be eligible to receive a regulatory milestone payment of $25 million from Chiesi Global Rare Diseases if the new dosing regimen is approved by the EMA.</li></ul>Shares of Protalix BioTherapeutics, Inc. (PLX) closed 13% higher on Friday after it announced that a European Medicines Agency committee has recommended approval of a new dosing regimen for pegunigalsidase alfa, marketed as Elfabrio, in Fabry disease.The Committee for Medicinal Products for Human Use <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.protalix.com/news-releases/news-release-details/chiesi-global-rare-diseases-and-protalix-biotherapeutics-4">recommended</a> approval of the 2mg/kg every-4-weeks dosing regimen in Fabry disease adult patients. Currently approved dosing regimen requires patients to visit infusion centers every two weeks for treatment while the proposed new regimen would allow it to be stretched to every four weeks.<h2 class="st-heading-2">Turnaround</h2>The positive opinion follows CHMP’s re-examination of the company’s application for the additional dosing regimen. The committee had issued a negative opinion on approving the new dosing regimen in October after it deemed the submitted data as insufficient to conclude on efficacy.Protalix said that it will be eligible to receive a regulatory milestone payment of $25 million from Chiesi Global Rare Diseases if the new dosing regimen is approved by the EMA. The agency is expected to announce a decision by March 2026.Fabry disease is a rare, inherited X-linked lysosomal storage disorder caused by a deficiency in the alpha-galactosidase A enzyme, leading to harmful accumulation of fats in cells. Symptoms include severe neuropathic pain in hands/feet, skin lesions, decreased sweating, and organ damage.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around PLX stock improved from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘high’ levels.A Stocktwits user appreciated that the company was persistent in getting a positive opinion. However, the stock should have rallied more on the news, they said.“But the $25 million is great news and hopefully should lessen the risk of capital raise for their gout trials. Finally, one decent obstacle out of the way,” they wrote.<stembedurl>https://www.stocktwits.com/BryGuy29/message/643515194</stembedurl><a href="https://stocktwits.com/symbol/PLX">PLX stock</a> has dropped about 2% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/peloton-reportedly-lays-off-11-percent-workforce/cmySvT7R4Sv">Peloton Reportedly Lays Off 11% Workforce Including Engineers In Cost-Cutting Efforts</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

PLX Shares Jump 13% On EMA Committee’s Turnaround On New Dosing Regimen For Fabry Disease Therapy

The Committee for Medicinal Products for Human Use recommended approval of the 2mg/kg every-4-weeks dosing regimen in Fabry disease adult patients.

<ul class="summary-bullets"><li>Attorney General's petition for review challenges PHMSA’s attempt to evade state regulation through its orders to federalize the Las Flores Pipelines.</li><li>Sable in December had said that it received a receipt of an emergency special permit from PHMSA for Santa Ynez Pipeline System Segments.&nbsp;</li><li>The onshore pipelines have been shut down for a decade since the 2015 Refugio Beach oil spill.&nbsp;</li></ul>Sable Offshore shares plunged more than 14% on Friday after its two California pipeline restart came under scrutiny from a California Attorney General.&nbsp;California Attorney General Rob Bonta on Friday filed a lawsuit against the Trump Administration, challenging the Pipeline and Hazardous Materials Safety Administration’s (PHMSA) orders that “illegally assert” exclusive jurisdiction over two California onshore oil pipelines of Sable offshore which are known as the Las Flores Pipelines or lines CA-324 and CA-325, and allow them to restart operations.<h2 class="st-heading-2">Lawsuit Details</h2>Filed in the United States Court of Appeals for the Ninth Circuit, the Attorney General's petition for review challenges PHMSA’s alleged attempt to evade state regulation through its orders to federalize the Las Flores Pipelines, approve Sable Offshore’s restart plan, and issue Sable an emergency permit to restart oil transport through the pipelines.California Attorney General Rob Bonta, in a statement, said the administration broke the law by reclassifying the Las Flores pipelines last month as "interstate" even though they run between two California counties and are subject to state regulation.&nbsp;“In its latest unlawful power grab, the Trump Administration is illegally claiming exclusive federal authority over two of California's onshore pipelines. California has seen first-hand the devastating environmental and public health impacts of coastal oil spills — yet the Trump Administration will stop at nothing to evade state regulation which protects against these very disasters,” Bonta in a statement.&nbsp;<h2 class="st-heading-2">Sable’s Pipelines</h2>Sable in December had said that it received a receipt of an emergency special permit from PHMSA for Santa Ynez Pipeline System Segments.&nbsp;“PHMSA has issued an emergency special permit for segments of the interstate Santa Ynez Pipeline System (specifically segments 324 and 325), approving the Company’s implementation of enhanced integrity management practices and specifying operational conditions,” it said in a statement.&nbsp;The onshore pipelines have been shut down for a decade since the 2015 Refugio Beach oil spill, when a corroded segment of one pipeline ruptured and released hundreds of thousands of gallons of oil near Santa Barbara.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around SOC trended in ‘bearish’ territory amid ‘extremely low’ message volume.&nbsp;Shares in the company have fallen 62% over the past 12 months.&nbsp; &nbsp;

A deserted oil factory in Maracaibo, Venezuela, pictured on December 27, 2019. (Photo by Humberto Matheus/NurPhoto via Getty Images)

Sable Offshore Plunged 14% Today – What Is The Feud With California State?

California Attorney General Rob Bonta on Friday filed a lawsuit against the Trump Administration, challenging the Pipeline and Hazardous Materials Safety Administration’s (PHMSA) orders of allowing Sable Offshore’s two pipelines to restart operations.

<ul class="summary-bullets"><li>The company said the property and equipment is located in Radersburg, Montana and was acquired for $4.75 million in cash.</li><li>The company said it has budgeted approximately $2 million in future capital expenditures to make specific equipment improvements to this facility.&nbsp;</li></ul>Shares of United States Antimony Corporation (UAMY) rallied on Friday led by optimism among retail traders who expect the stock price to double this year.&nbsp;The stock was up more than 7% at the time of writing and was among the top trending stocks on Stocktwits.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around UAMY trended in ‘extremely bullish’ territory amid ‘high’ message volume.One bullish user said that ‘sky’s the limit for the stock’.<stembedurl>https://stocktwits.com/jayrebs71/message/642708197</stembedurl>Another user predicted the stock to hit $20.<stembedurl>https://stocktwits.com/Milodino12/message/642705651</stembedurl>Shares in the company have rallied 514% over the past 12 months.&nbsp;<h2 class="st-heading-2">Recent News</h2>United States Antimony earlier in the week announced the closing of a property acquisition of a critical minerals flotation facility. The property and equipment which is located in Radersburg, Montana, between Helena and Bozeman, Montana, is fully operational, and was acquired for $4.75 million in cash, it said in a statement.The company also said that it has budgeted approximately $2 million in future capital expenditures to make specific equipment improvements to this facility.&nbsp;The Radersburg Mill is a mineral processing facility equipped with both gravity and flotation circuits enabling the concentration of many minerals including stibnite, the primary antimony mineral. The facility has crushing and grinding circuits that reduce the ore to small particles in order to "liberate" target minerals such as gold, silver, copper, tungsten or stibnite amongst many others, the company said.&nbsp; &nbsp;

In this photo illustration, the United States Antimony (US Antimony) logo is seen displayed on a smartphone screen.

Why This Small-Cap Penny Stock Is Rallying Today – Traders Expect Stock Price To Double

United States Antimony earlier in the week announced the closing of a property acquisition of a critical minerals flotation facility.

<ul class="summary-bullets"><li>BigBear.ai’s CEO Kevin McAleenan has told company shareholders that the firm is running low on available shares.</li><li>Proxy shareholder firms ISS and Glass Lewis have both recommended voting in favour of the proposal.</li><li>Company’s CFO Sean Ricker said earlier this month that the company was “97% of the way” to reaching the required votes.</li></ul>Shares of Bigbear.ai were under investors’ radar and the top trending stock on Stocktwits ahead of its shareholder vote deadline on the company's proposal to increase its authorized common stock.&nbsp;The company wants its investors to approve an amendment for increasing its authorized common shares from 500 million to 1 billion shares. The shareholder vote deadline is till 11:59 PM ET on Wednesday. The approval will be decided at a reconvened special meeting on Thursday.&nbsp;BigBear.ai’s proposal to increase the authorized shares had failed to secure enough votes last month.&nbsp;<h2 class="st-heading-2">Why It Matters</h2>Authorized shares put a legal maximum limit of shares a company can issue. Increasing the limit of authorized shares helps a company make finance acquisitions and compensate its employees with stock.&nbsp;BigBear.ai’s CEO Kevin McAleenan has told company shareholders that the firm is running low on available shares and has urged shareholders to vote in favour of the amendment. He said that approval “would not result in the immediate issuance of new shares.”Proxy shareholder firms ISS and Glass Lewis have both recommended voting in favour of the proposal, he said in a letter to shareholders. “Having access to available authorized shares has allowed us over the years to make important acquisitions, fund product development and strengthen our balance sheet,” he added.&nbsp;The letter also said that additional shares would be available in the future to help fuel the company's growth as it looks to expand its AI capabilities, invest in its technology and Research and Development, invest in attracting and retaining top talent, and evaluating and acting on opportunistic financing and strategic initiatives.&nbsp;Company’s CFO Sean Ricker <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://bigbear.ai/blog/attention-shareholders-your-proxy-vote-questions-answered/?utm_source=ts2.tech">said</a> earlier this month that the company was “97% of the way” to reaching the required votes and added that “very few shares remain” under the current authorization.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around BBAI trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;Shares of the company have fallen 2.4% year-to-date.&nbsp; &nbsp;

The BigBear.ai Holdings Inc logo appears on a smartphone screen and as a background on a laptop screen in this photo illustration in Athens, Greece.

BigBear.ai Shares Tumble 8% Ahead Of Crucial Shareholder Vote Deadline On Increasing Authorized Shares

The company wants its investors to approve an amendment for increasing its authorized common shares from 500 million to 1 billion shares.

<ul class="summary-bullets"><li>ANKTIVA is an Interleukin-15 (IL-15) receptor agonist that helps develop and activate key cells that work to destroy cancer cells.</li><li>The company presented an overview of the clinical status of its papillary disease program, including more than five years of follow-up data.</li><li>The data demonstrated strong bladder preservation outcomes.</li></ul>ImmunityBio (IBRX) shares rose 6% in pre-market trading on Tuesday after the United States Food and Drug Administration (FDA) outlined a pathway for resubmitting its supplemental biologics license application (sBLA) for ANKTIVA in Bacillus Calmette Guérin (BCG)-unresponsive papillary bladder cancer, without requesting new trials.&nbsp;The company said it recently met with the FDA for a Type B end-of-phase meeting to review data spanning over five years.<h2 class="st-heading-2">The FDA Meeting</h2>During the meeting, ImmunityBio presented more than five years of follow-up data supporting the papillary disease indication. Long-term results, published in The Journal of Urology, showed bladder cancer–specific survival of around 96% at three years, with median survival not yet reached.The data also demonstrated strong bladder preservation outcomes, with cystectomy avoidance rates of 92% at one year and 82% at three years, alongside a safety profile consistent with ANKTIVA’s currently approved use in carcinoma in situ (CIS).Based on these discussions, the FDA recommended that ImmunityBio submit additional information for further evaluation to potentially support a resubmission of the sBLA initially filed in 2025. The Agency did not request any new clinical trials.“We have completed the assembly and analysis of the requested additional information and will submit it within the next 30 days for the Agency’s review,” said Richard Adcock, President and CEO of ImmunityBio.ANKTIVA is an Interleukin-15 (IL-15) receptor agonist. IL-15 is an immune system protein that helps develop and activate key cells that work to destroy cancer cells. It is already commercially available in the U.S. for NMIBC CIS, with or without papillary tumors, and has received approvals in the U.K. and Saudi Arabia, as well as conditional approval in the European Union.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits for <a href="https://stocktwits.com/symbol/IBRX">IBRX</a> remained in the ‘extremely bullish’ territory over the past 24 hours, amid ‘extremely high’ message volumes. IBRX was among the top trending tickers on the platform at the time of writing.<img src="https://news.stocktwits-cdn.com/IBRX_jpg_704152379c.webp" alt="IBRX.jpg">One user laid out the potential triggers for the stock.<stembedurl>https://stocktwits.com/end2war/message/642249657</stembedurl>Over the past year, the stock has gained 85,% and year-to-date, it has added more than 173%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-rapt-stock-surge-63-in-pre-market-today/cmUuK0vR4aO">Why Did RAPT Stock Surge 63% In Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

IBRX Stock Extends Rally On FDA Feedback For ANKTIVA Bladder Cancer Filing

The company said it recently held end-of-phase talks with the United States Food and Drug Administration on its ANKTIVA application for treatment-resistant papillary bladder cancer.

This FDA Signal Is Powering IBRX Stock's Pre-Market Jump

<ul class="summary-bullets"><li>Analysts on average were expecting the company to report revenue of only $35.99 million for Q4, according to data from Fiscal AI.</li><li>The company’s revenue growth in the quarter was spurred by the accelerating adoption for Anktiva, CEO Richard Adcock said.</li><li>The company said that the Anktiva’s sales momentum “continues to trend upward.”</li></ul>Shares of ImmunityBio, Inc. (IBRX) jumped 28% on Thursday after the company said that it expects net product revenue of approximately $38.3 million for the fourth quarter of 2025, more than five times the revenue it reported in the corresponding quarter of 2024.Analysts on average were expecting the company to report revenue of $35.99 million for the period, according to data from Fiscal.ai.ImmunityBio’s revenue growth in the quarter was spurred by the accelerating adoption for Anktiva, CEO Richard Adcock <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businesswire.com/news/home/20260115898106/en/ImmunityBio-Reports-Continued-Execution-and-Sales-Momentum-With-%24113-Million-of-Preliminary-Net-Product-Revenuea-700-increase-year-over-year">said</a>. Anktiva is an FDA-approved immunotherapy for non-muscle invasive bladder cancer.<h2 class="st-heading-2">Anktiva Momentum Builds</h2>The company said that the Anktiva’s sales momentum “continues to trend upward.” For full year 2025, the company expects net product revenue of approximately $113.0 million, marking 700% increase year-over-year.Earlier this week, it was reported that the Saudi Food and Drug Authority approved ANKTIVA in combination with the BCG (Bacillus Calmette-Guérin) vaccine to treat adults with BCG-unresponsive non-muscle invasive bladder cancer carcinoma in situ. The agency also approved Anktiva in combination with an immune checkpoint inhibitor for the treatment of metastatic non-small cell lung cancer, marking the company’s first global approval for the indication.ImmunityBio added on Thursday that it ended the quarter with an estimated $242.8 million in cash, cash equivalents, and marketable securities as of December 31, 2025.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around IBRX stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume remained at ‘extremely high’ levels.A Stocktwits user said that they now see the stock price breaching the $4 threshold over strong revenue growth and cash on hand. They added that the approvals by the Saudi FDA is a “real catalyst.”<stembedurl>https://www.stocktwits.com/Sisib/message/641960731</stembedurl><a href="https://stocktwits.com/symbol/IBRX">IBRX stock</a> has gained 62% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/disc-medicine-sanofi-eli-lilly-shares-slip-on-reports-of-fda-increasing-review-time-for-drugs/cmU1rSfR4JO">Disc Medicine, Sanofi, Eli Lilly Shares Slip On Reports Of FDA Increasing Review Time For Drugs Granted Priority Review Vouchers</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

IBRX Stock Continues Rally — What’s Driving The Optimism Today?

ImmunityBio said that it expects net product revenue of approximately $38.3 million for the fourth quarter of 2025.

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