<ul class="summary-bullets"><li>Nio unveiled the ES9 at a launch event on April 9.</li><li>Customer deliveries of the new ES9 are slated to begin in June.&nbsp;</li><li>The ES9 is now expected to follow the success of the ES8.</li></ul>NYSE-listed shares of Chinese EV maker Nio Inc. (NIO) closed up 7% on Friday after the company debuted its ES9 SUV, expected to follow the success of the company’s ES8 last year.The stock gained over 3% this week, marking its second consecutive week in the green.Nio unveiled the ES9 at a launch event on April 9. Priced from 528,000 yuan ($77,230) with the battery included, the new flagship SUV is set for official launch in late May, with first customer deliveries scheduled to begin on June 1. The company has positioned it as its most important product of the year, with company CEO William Li terming it the “most premium and advanced product” of its lineup last month.The ES9 is available in three trims, ranging from 528,000 yuan to 658,000 yuan with the battery pack, or from 420,000 yuan to 550,000 yuan under Nio’s Battery-as-a-Service (BaaS) model. It features a 900-volt architecture, a 520-kW dual-motor powertrain, and up to 620 km of CLTC range.<h2 class="st-heading-2">ES8 Success</h2>The ES9 is now expected to follow the success of the other three-row electric SUV ES8. Earlier this year, Nio announced that the company delivered its 70,000th ES8 vehicle in the Zhejiang province. Deliveries of the ES8 SUV began in Sept. 2025 and touched the 10,000 delivery milestone in just 41 days.Earlier this month, Nio announced that it delivered 83,465 vehicles in the first quarter, nearly double what it delivered in the corresponding quarter of 2025, and exceeding the upper-end of its own delivery guidance, partly owing to the success of the ES8.<h2 class="st-heading-2">Wall Street Consensus</h2>According to data from Koyfin, 16 of the 25 analysts covering Nio rate it ‘Buy’ or higher, while seven rate it ‘Hold,’ and two rate it ‘Sell’ or ‘Strong Sell.’The 12-month average price target on the stock is $6.65, representing a potential upside of over 2% despite the stock's significant rally over the past few months.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NIO">NIO stock</a> improved from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume increased from ‘normal’ to ‘high’ levels.NIO stock has gained about 98% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/tsla-stock-edges-up-after-hours-on-first-fsd-approval-in-europe/cZJ0tODRIM5">TSLA Stock Edges Up After-Hours On First FSD Approval In Europe</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The NIO Ink logo is displayed on a mobile phone with the company branding seen in the background in this photo illustration in Brussels, Belgium, on November 9, 2025. (Photo by Jonathan Raa/NurPhoto via Getty Images)

NIO Stock Continues Two-Week Rally — How Is ES9 Driving Momentum?

The stock gained over 3% this week, marking its second consecutive week in the green.

Equity

The stock gained over 3% this week, marking its second consecutive week in the green.


 Illustration Musk seeks to launch Fully autonomous driving (FSD) software in China, in Suqian, Jiangsu province, China, April 28, 2024. (Photo credit should read CFOTO/Future Publishing via Getty Images)

TSLA Stock Edges Up After-Hours On First FSD Approval In Europe

The EV maker’s website in the Netherlands shows that customers can either buy a monthly subscription for the technology for €99 a month or make a one time purchase for €7,500. 

<ul class="summary-bullets"><li>Shares of Lucid’s rivals Tesla, Rivian and even Chinese EV player Nio closed up 1%, 1.25%, and 7%, respectively.</li><li>The slump comes on the heels of the company recalling 3,627 units of its model year 2024- 2026 Air sedans.</li><li>Lucid’s deliveries fell in the first quarter to 3,093 vehicles, owing to a supplier quality issue which disrupted sales.</li></ul>Shares of EV maker Lucid Group (LCID) closed at an all-time low on Friday, driven by weak delivery numbers and production issues.The stock opened at $8.81, traded as high as $9.01, but sold off sharply to close at $8.58.In comparison, Lucid’s rivals Tesla (TSLA), Rivian (RIVN) and even Chinese EV player Nio (NIO) closed up 1%, 1.25%, and 7%, respectively.<h2 class="st-heading-2">Weak Numbers, Multiple Recalls</h2>The slump comes on the heels of the company recalling 3,627 units of its model year 2024-2026 Air sedans. According to a filing with U.S. auto safety regulator National Highway Traffic Safety Administration, improperly secured bolts on the vehicles may allow the half-shaft to disconnect from the drive unit, resulting in a loss of drive power and increasing the risk of a crash. As for a fix, the company will remove and install new bolts, the regulator said.Earlier this year, the company also recalled certain model year 2025-2026 Gravity SUVs, citing issues with the second row seat brackets.Lucid delivered 3,093 vehicles in the first quarter (Q1), lower than the 3,109 units delivered in the corresponding quarter of 2025. The company pinned the drop in deliveries to a disruption on Gravity deliveries caused by a supplier quality issue with regard to the second-row seats.Air and Gravity are the only two Lucid vehicles currently under production. Both are higher-end vehicles, with a starting price of over $70,000. The company, however, is looking to launch cheaper vehicles based on its midsize platform later this year. The first model, named Cosmos, is expected to be priced below $50,000, to compete with Tesla’s best selling Model Y SUV.<h2 class="st-heading-2"> How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around LCID stock stayed within the ‘bearish’ territory over the past 24 hours, while message volume increased from ‘normal’ to ‘high’ levels.A Stocktwits user highlighted that LCID stock closed down, while shares of Chinese EV makers including Nio and XPeng rallied on Friday.<stembedurl>https://www.stocktwits.com/Popeye_/message/649989971</stembedurl>Another user, however, expressed hopes for the shares rallying in time.<stembedurl>https://www.stocktwits.com/anotherdip/message/649972498</stembedurl><a href="https://stocktwits.com/symbol/LCID">LCID stock</a> is down about 66% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/iova-stock-slump-takes-wall-street-retail-by-surprise-heres-why/cZJ0p4XRIMT">IOVA Stock Slump Takes Wall Street, Retail By Surprise — Here’s Why</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Lucid Group, Inc. is displayed on a smartphone screen, with a stock market chart in the background, on May 4, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

LCID Stock Drops To Historic Low While Rival EV Stocks Hold Up — Here’s Why

The stock opened at $8.81, traded as high as $9.01, but sold off sharply to close at an all-time low of $8.58. 

<ul class="summary-bullets"><li>The deal is reportedly worth between $250 million and $350 million, according to people familiar with the matter.&nbsp;</li><li>This represents a premium of at least 25% compared to the startup’s last valuation of around $200 million.</li><li>The reported deal announcement comes amid growing cybersecurity concerns in the market.</li></ul>Cisco Systems Inc. (CSCO) is reportedly considering buying Israeli cybersecurity startup Astrix Security for at least $250 million.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/cisco-talks-buy-ai-security-startup-astrix-least-250-million?rc=prcjzy">report</a> from The Information, citing people familiar with the matter, Cisco is currently in talks to acquire the firm that primarily sells software geared toward monitoring and securing artificial intelligence agents.The reported deal announcement comes amid growing cybersecurity concerns in the market. Cisco President Jeetu Patel reportedly flagged the risk of AI agents going rogue as a big problem to consider to The Information earlier.Meanwhile, earlier this week, <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-amazon-apple-partner-with-anthropic-on-ai-cybersecurity-effort-project-glasswing/cZJBGALRIqT">Anthropic announced its ‘Project Glasswing,</a>’ a new cybersecurity initiative to improve software vulnerability detection, marking a watershed moment for AI security.<h2 class="st-heading-2">Deal Contours</h2>Cisco’s potential acquisition deal is reportedly worth between $250 million and $350 million, according to people familiar with the matter. This represents a premium of at least 25% compared to Astrix Security’s last valuation of around $200 million, as per the report.The deal discussions are currently underway, The Information reported, adding that the companies may not reach an agreement.The report also confirmed that spokespeople for Cisco and Astrix did not respond to requests for comments on the deal.Patel had previously told The Information that AI agents would pose a significant threat. “You have to delegate work to these agents and the difference between delegation and trusted delegation is the difference … between bankruptcy and market leadership,” he had reportedly said after Cisco had announced updates to its software to protect against risks from AI agents.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/CSCO">CSCO shares</a> was in the ‘bullish’ territory, amid ‘high’ message volumes.CSCO shares have gained more than 45% in the past 12 months. Meanwhile, <a href="https://stocktwits.com/symbol/Cibr">First Trust NASDAQ Cybersecurity ETF</a> (CIBR), which tracks American cybersecurity companies, has declined 1.49% in the same time, while the <a href="https://stocktwits.com/symbol/hack">Amplify Cybersecurity ETF</a> (HACK) has gained 1.76%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/net-stock-heads-for-worst-drop-in-over-2-years-retail-goes-bottomfishing/cZJ0SLBRItM">NET Stock Heads For Worst Drop In Over 2 Years — Retail Goes Bottomfishing Amid Software Selloff</a>

In this photo illustration, the logo of Cisco Systems, Inc. is displayed on a smartphone screen(Photo illustration by Cheng Xin/Getty Images)

Cisco Reportedly Mulls Buying Israeli Cybersecurity Startup For At Least $250M As Concern Over AI Agents Mount

According to a report from The Information, Cisco is currently in talks to acquire Astrix Security, which primarily sells software geared toward monitoring and securing AI agents. 

<ul class="summary-bullets"><li>Yuri Khodjamirian of Tema Space Innovators ETF told Stocktwits that legacy players such as Boeing and Lockheed Martin are less agile due to their reliance on government contracts and diversified business models.</li><li>According to him, Rocket Lab is gaining attention for building reusable and reliable launch services as an alternative to SpaceX.</li><li>Meanwhile, AST SpaceMobile represents a shift toward direct-to-device satellite connectivity, targeting global telecom integration and mass adoption.</li></ul>The next wave of space growth will come from names like Rocket Lab (RKLB), Intuitive Machines (LUNR), Planet Labs (PL), and AST SpaceMobile (ASTS), rather than legacy aerospace and defense giants, according to Yuri Khodjamirian of Tema Space Innovators ETF (NASA).Companies like Boeing (BA) and Lockheed Martin (LMT) are part of the “old world of space exploration,” where programs are slow‑moving, over‑engineered, and tied to large government contracts, rather than commercial‑driven innovation. They are no longer “pure‑play” space stocks, Khodjamirian said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=O0JzjZfjUjU">exclusive interview</a> with Stocktwits. “And we felt that the defense primes, know, the Lockheed and Boeing, they have the United Launch Alliance together, are part of the kind of maybe the old world of space exploration and their culture and the way the businesses are set up are not there to innovate and build on the next generation,” he stated. “...They're not where we're seeing the opportunity in terms of the growing fundamentals.”<h2 class="st-heading-2">‘New Space’ Firms Gain Ground Over Legacy Aerospace</h2><a href="http://stocktwits.com/symbol/BA">BA’s stock</a> fell more than 1% on Friday, while&nbsp;<a href="http://stocktwits.com/symbol/LMT">LMT’s stock</a> tumbled 1.65% amid broader weakness in the market, while newer names rallied ahead of NASA’s Artemis II Moon mission splashdown in the evening.&nbsp;<a href="http://stocktwits.com/symbol/LUNR">LUNR’s stock</a> led gains among the cohort, rising more than 7% on Friday.&nbsp;<a href="https://stocktwits.com/symbol/ASTS">ASTS shares</a> gained 3.57%, while&nbsp;<a href="https://stocktwits.com/symbol/RKLB">RKLB’s stock</a> moved nearly 2% higher, and&nbsp;<a href="https://stocktwits.com/symbol/PL">PL’s stock</a> rose 1.29%.&nbsp;<a href="https://stocktwits.com/symbol/NASA">NASA’s price</a> edged 0.32% higher, ending the week with a gain of nearly 20% since its debut ahead of the Artemis II mission launch.&nbsp;<h2 class="st-heading-2">Launch, Don’t Blow Up, Repeat</h2>Khodjamirian said that true space‑thematic exposure now lies with companies that have turned rockets into&nbsp;reusable assets, like Rocket Lab. According to him, it’s one of the few companies that has turned small‑satellite launch into a reliable service that’s attractive to governments and commercial customers looking for an alternative to SpaceX.“Rockets, unfortunately, have a nasty tendency to blow up,” Khodjamirian told Stocktwits. “So what you want is to invest in the companies that have basically developed rockets that work. SpaceX has done that, and so has Rocket Lab.” The company is positioning its reusable Neutron medium-lift rocket as an alternative to SpaceX's&nbsp;workhorse Falcon 9.Khodjamirian added that ASTS is one of the largest providers of direct‑to‑device satellite connectivity, partnering with dozens of global mobile carriers and enabling billions of users to access satellite‑backed mobile networks. According to him, that fits a broader shift from expensive, geostationary‑orbit systems to low‑earth‑orbit, mass‑produced constellations that slash latency and cost, a commercial‑driven “new age” of space tech.<h2 class="st-heading-2">Parts Of An Emerging Lunar Economy</h2>The Tema chief investment officer also highlighted Intuitive Machines as a pioneer of the lunar economy, with a growing NASA‑funded Artemis II‑linked backlog, a completed private Moon landing, and future revenue streams from lunar delivery and data‑transmission subscriptions.&nbsp;By contrast, Khodjamirian views the defense‑oriented giants as over‑capitalized, less agile, and too diversified outside core space, which is why the NASA ETF deliberately excludes Boeing, Lockheed, and similar legacy primes to stay focused on faster‑growing, innovation‑driven space names.<h2 class="st-heading-2">What Are Retail Traders Saying About Space Stocks?</h2>On Stocktwits, retail sentiment across the newer and older names trended in ‘bearish’ territory except for AST SpaceMobile. It saw retail sentiment trending in ‘bullish’ territory over the past day, accompanied by ‘high’ levels of chatter.&nbsp;According to one retail trader on Stocktwits, LUNR’s stock is the most undervalued among NASA’s picks for the fund.<stembedurl>https://www.stocktwits.com/Thinking101/message/649985759</stembedurl>Others expressed more caution, anticipating the stocks to correct once the Artemis II splashdown hype wears off by Monday.&nbsp;<stembedurl>https://www.stocktwits.com/samvicious/message/649986499</stembedurl>LUNR, PL, and ASTS shares have shown&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasa-etf-jumps-nearly-20-since-launch-alongside-artemis-ii-mission/cZJ0StERItu">double-digit gains</a> during the 10-day Artemis II mission to the Moon. Meanwhile, Boeing, which built the SLS rocket for the mission launch, has gained around 7% since April 1. Meanwhile, Lockheed Martin, which developed the Orion spacecraft for the Artemis mission, edged only 0.8% higher.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasa-etf-jumps-nearly-20-since-launch-alongside-artemis-ii-mission/cZJ0StERItu">NASA ETF Jumps Nearly 20% Since Launch Alongside Artemis II Mission – ASTS, PL, LUNR Drive Gains</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

NASA's Space Launch System rocket carrying the Orion spacecraft with NASA astronauts onboard launches on the Artemis II mission on Wednesday, April 1, 2026, from Cape Canaveral, Florida. (Photo by Keegan Barber/NASA via Getty Images)

EXCLUSIVE: Artemis II Sparks Next‑Gen Space Race – Rocket Lab, Intuitive Machines Will Outrun Boeing, Lockheed, Says NASA Fund Manager 

In an interview with Stocktwits, Yuri Khodjamirian said Artemis II is shifting the lunar economy towards newer players like Rocket Lab, AST SpaceMobile, and Intuitive Machines, poised to develop faster than legacy names.

Artemis II Sparks Next‑Gen Space Race – Rocket Lab, Intuitive Machines Will Outrun Boeing, Lockheed, Says NASA Fund Manager 

Cryptocurrency

<ul class="summary-bullets"><li>Jefferies had predicted that IOVA could see a 5%-15% move on Replime’s drug getting rejected.&nbsp;</li><li>According to Chardan analyst Geulah Livshits, RP1’s rejection is a positive for Iovance's Amtagvi's near-term competitive position.</li><li>Iovance story "remains centered on" Amtagvi's sales acceleration and margin expansion in 2026, according to Jefferies.</li></ul>Shares of Iovance Biotherapeutics Inc. (IOVA) garnered retail attention on Friday in light of an aspiring rival’s drug failing to get the nod from the U.S. Food and Drug Administration.IOVA shares closed down 8% on Friday, surprising retail investors and analysts alike. Jefferies had predicted that IOVA could see a 5%-15% move on Replimune’s drug getting rejected.Earlier on Friday, the FDA <a href="https://stocktwits.com/news-articles/markets/equity/repl-stock-dives-after-fda-refuses-approval-for-skin-cancer-drug/cZJ0Kb3RIto">refused</a> to approve Replimune’s (REPL) investigational melanoma drug RP1. The agency said in a letter to the company that the data submitted by Replimune as part of its application seeking approval of the drug is “insufficient to conclude substantial evidence of effectiveness” in the treatment of unresectable advanced cutaneous melanoma.Iovance’s Amtagvi cellular therapy is already approved as a treatment for people with previously treated melanoma that has spread or cannot be removed by surgery. The drug was granted accelerated approval in February 2024. The company recorded Amtagvi revenue of about $220 million for the full year 2025 in the U.S.<h2 class="st-heading-2">How Did Retail Traders React?</h2>A Stocktwits user expressed surprise at the stock closing down on the good news.<stembedurl>https://www.stocktwits.com/KingCuerv0/message/649991039</stembedurl>Yet another echoed the sentiment.<stembedurl>https://www.stocktwits.com/lebranjames/message/649990274</stembedurl>Another user opined that the stock may be down over concerns about FDA raising the bar for trials.<stembedurl>https://www.stocktwits.com/mlftt/message/649991395</stembedurl>Yet another user sounded optimism for clarity on sentiment around the stock on Monday. &nbsp;“Good news after good news lately, don’t let the price action tell you otherwise,” they said.<stembedurl>https://www.stocktwits.com/Morrito23/message/649985521</stembedurl>Overall retail sentiment around IOVA jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume increased from ‘normal’ to ‘high’ levels. Retail chatter around IOVA rose 75%, according to platform data.<h2 class="st-heading-2">Analyst Take</h2>According to data from Koyfin, eight of the 11 analysts covering IOVA rate it ‘Buy’ or higher, while three rate it ‘Hold’. There are no ‘Sell’ ratings of the stock.The average 12-month price target on the stock is $9, representing a potential upside of about 144%.According to Jefferies analyst Andrew Tsai, the rejection for RP1 means one less competitor for Iovance in the near term though Replimune was “technically not an overhang.” Iovance story "remains centered on" Amtagvi's sales acceleration and margin expansion in 2026, he said. The analyst has a ‘Buy’ rating and $12 price target on the shares.Chardan analyst Geulah Livshits also kept &nbsp;a ‘Buy’ rating on Iovance Biotherapeutics (IOVA) with a $16 price target after Replimune (REPL) update. RP1’s rejection is a positive for Iovance's Amtagvi's near-term competitive position, the analyst told investors in a research note. However, the firm added that more direct competition from cell therapies "could be on the horizon" in 2027.<a href="https://stocktwits.com/symbol/IOVA">IOVA stock</a> has gained 21% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/cue-stock-on-track-for-best-day-in-history-why-is-retail-optimistic/cZJ0N5KRItC">CUE Stock On Track For Best Day In History — Why Is Retail Optimistic?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

IOVA Stock Slump Takes Wall Street, Retail By Surprise — Here’s Why

Earlier on Friday, the FDA refused to approve Replimune’s investigational melanoma drug RP1, which was a likely contender for Iovance’s Amtagvi. 

<ul class="summary-bullets"><li>Earlier this week, Anthropic unveiled Claude Managed Agents, a new tool to help developers build their own AI agents 10 times faster.&nbsp;</li><li>UiPath is a software company that provides automation tools for AI agents.&nbsp;</li><li>Meanwhile, retail traders on Stocktwits turned bullish on the stock, dismissing worries over Anthropic’s threat to the agentic AI company.</li></ul>Shares of UiPath Inc. (PATH) slid more than 5.7% on Friday, reaching an intraday 52-week low, as concerns over Anthropic’s agentic artificial intelligence tools announcement spooked markets.The company’s shares slid to $9.28 during trading hours, before closing up slightly at $9.38. The stock continued to decline in after-market hours.Meanwhile, retail traders on Stocktwits turned bullish on the stock, dismissing worries over Anthropic’s threat to the agentic AI company.<h2 class="st-heading-2">What Is Retail Saying?</h2>On Stocktwits, retail sentiment over PATH stock improved from ‘neutral’ to ‘bullish’ over the past 24 hours, while message volumes climbed from ‘low’ to ‘normal’ levels.One bullish user said that the selloff was “fearful and irrational,” adding that software companies like UiPath would integrate with agentic AI. The user added that while it would take time for that realization to impact markets, the payoff would ultimately be big.<stembedurl>https://stocktwits.com/NachoTheBull/message/649848732</stembedurl>Another user said that the company looked extremely “oversold.”<stembedurl>https://stocktwits.com/newguy1219/message/649853336</stembedurl>Another bullish user expressed disappointment that CEO Daniel Dines was not aggressively buying back the stock to improve share price and sentiment.<stembedurl>https://stocktwits.com/DizPlinTrading/message/649798117</stembedurl><h2 class="st-heading-2">What’s The Anthropic Connection?</h2>Earlier this week, Anthropic unveiled Claude Managed Agents, a new hosted service in the Claude Platform to build, deploy, and scale AI agents, making it easier for developers to build their own infrastructure 10 times faster.The company said that it would offer a secure cloud sandbox for executing code, managing long-running tasks, and handling tool orchestration, helping prototypes launch in days rather than months.The announcement, coupled with other launches from Anthropic, have led to deep selloffs in the software industry. UiPath is a software company that provides automation tools for AI agents.<a href="https://stocktwits.com/symbol/PATH/">PATH stock</a> has declined more than 40% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/net-stock-heads-for-worst-drop-in-over-2-years-retail-goes-bottomfishing/cZJ0SLBRItM">NET Stock Heads For Worst Drop In Over 2 Years — Retail Goes Bottomfishing Amid Software Selloff</a>

The UiPath logo is seen displayed on a smartphone screen next to a keyboard. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

PATH Stock Slides To 52-Week Low Amid Anthropic Concerns — Retail Calls Selloff ‘Irrational’

UiPath shares slid to $9.28 during trading hours, before closing up slightly at $9.38. 

<ul class="summary-bullets"><li>Plus has appointed Eric J. Daniels as its chief development officer, effective April 20.</li><li>The company also received FDA‘s green light to evaluate REYOBIQ in pediatric patients with high-grade glioma and ependymoma.</li></ul>Shares of Plus Therapeutics Inc. (PSTV) rallied 24% on Friday on the heels of the company announcing the appointment of a new chief development officer (CDO) and the U.S. Food and Drug Administration granting its experimental therapy an orphan drug designation.The stock is on track to record its best week since late September if the gains hold.Plus Therapeutics announced a 1-for-25 stock split last month in a bid to meet Nasdaq’s requirements for minimum share price for continued trading on the bourse. The stock began trading on a post-split basis on April 2.Houston, Texas-headquartered Plus has since announced that it has appointed Eric J. Daniels as its CDO, effective April 20. Daniels most recently was CDO at Kiora Pharmaceuticals, overseeing the company’s clinical, preclinical, and Chemistry, Manufacturing, and Controls (CMC) activities, Plus said.The company also said earlier this week that the FDA has granted Orphan Drug Designation to its radiotherapeutic REYOBIQ for the treatment of pediatric malignant gliomas, or aggressive brain tumors.Orphan Drug Designation is granted by the FDA to investigational therapies intended to treat rare diseases affecting fewer than 200,000 people in the United States. The designation provides several potential benefits including tax credits, fee waivers, and potential market exclusivity.The company also said that it received FDA‘s green light to evaluate REYOBIQ in pediatric patients with high-grade glioma and ependymoma.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around PSTV stock stayed within the ‘extremely bullish’ territory over the past 12 months, while message volume rose from ‘high’ to ‘extremely high’ levels.A Stocktwits user expressed pessimism about the company’s new CDO appointment, noting that Kiora shares slumped over the past year.<stembedurl>https://www.stocktwits.com/andre82/message/649952051</stembedurl>Yet another, however, said that the stock is very undervalued.<stembedurl>https://www.stocktwits.com/RadioIsotope25/message/649951802</stembedurl><a href="https://stocktwits.com/symbol/PSTV">PSTV stock</a> has dropped about 76% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/repl-stock-dives-after-fda-refuses-approval-for-skin-cancer-drug/cZJ0Kb3RIto">REPL Stock Lost 19% Of Its Value Today – Why Did The FDA Refuse Approval For Its Experimental Melanoma Drug?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rising stock market chart on a trading board background.

PSTV Stock On Track For Best Week Since September — Here’s What Is Driving The Rally

Earlier this week, Plus Therapeutics said that the FDA has granted Orphan Drug Designation to its experimental drug REYOBIQ for the treatment of pediatric malignant gliomas. 

<ul class="summary-bullets"><li>Burry said that the decision to buy puts instead of shorting was to limit maximum loss and time decay.&nbsp;</li><li>However, Wall Street analysts are betting big on Nvidia, with 57 out of 60 analysts covering the stock having a rating of ‘Buy’ or higher on the company, as per Koyfin.&nbsp;</li><li>Meanwhile, Burry revealed expanded positions in GameStop stock, as well as Chinese companies JD.com and Alibaba Group.</li></ul>Contrarian investor Michael Burry, best known for betting against the U.S. housing market before the 2008 financial crisis, said on Friday that he had added to Nvidia Corp. (NVDA) puts, while increasing his stake in GameStop Corp. (GME).In a Substack <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/home/post/p-193807821">post</a> on Friday, Burry said that he bought January 2027 puts at a strike price of $115. “Implied Volatility is high, so I thought about shorting it outright,” Burry said, adding that the decision to buy puts instead was to limit maximum loss and time decay.Put options are derivative instruments that give the buyer the right, but not the obligation, to sell an asset at a predetermined, fixed price. They are typically used to profit from stock price declines, indicating a bearish position.Meanwhile, the investor also said that he had purchased GME shares, adding to an existing position.<h2 class="st-heading-2">Burry On Nvidia</h2>The latest announcement from Burry doubles down on the investor’s bearish outlook on the semiconductor company. In earlier <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://michaeljburry.substack.com/p/the-blessed-fraud-recurrence">posts</a>, Burry has argued that Nvidia is "simply the purest play," criticizing the company’s dependence on hyperscaler spending and also cited inventory problems in the current AI buildout.“So shorting it is cheap, and its puts are cheaper than some of the other big shorts out there that are more doubted,” he previously said.Burry has also compared <a href="https://stocktwits.com/news-articles/markets/equity/why-ibrx-stock-rising-today-anktiva-bcg-trial-results/cZTGaHXRIbM">Nvidia to Cisco Systems Inc.</a> (CSCO) at the height of the dot-com bubble, highlighting issues with its purchase commitments.“The other way I think about it is that I am short at about 3% of notional value, and borrowing costs could easily get that high or higher if NVDA really starts falling. I also own NVDA January 27 Strike 100 Puts from earlier, and I continue to hold those,” Burry said in the latest post.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_11_at_12_50_43_AM_png_f0736a8af5.webp" alt="Screenshot 2026-04-11 at 12.50.43 AM.png" width="1449" height="1182"><figcaption>Screenshot of Michael Burry's Nvidia positions | Source: Cassandra Unchained Substack</figcaption></figure><h2 class="st-heading-2">Nvidia Bettors</h2>Meanwhile, other Wall Street investors are betting big on Nvidia. Dan Ives, managing director at Wedbush Securities, has backed the chipmaker aggressively, calling it <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-is-massively-underestimated-says-dan-ives-ahead-of-q4-earnings/cZRyQOqRIGV">massively underestimated</a> and terming the company’s chips “the new gold, the new oil” of the world.Morgan Stanley’s Joseph Moore has also named Nvidia as its l<a href="https://stocktwits.com/news-articles/markets/equity/morgan-stanley-reinstates-nvidia-top-chip-pick-surprisingly-good-entry-point/cZd3EjURIcv">eading semiconductor pick</a>. Moore said concerns over how long the company can sustain its rapid growth have pressured the stock, but he expects sentiment to turn more positive as investors refocus on its longer-term earnings outlook, especially for fiscal 2027.The company has <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-q4-2026-earnings-smash-estimates-as-ai-demand-drives-optimistic-outlook/cZRyKrSRIGs">projected a strong Q1</a> 2027 revenue forecast of around $78 billion, above estimates of about $71.6 billion.According to data from Koyfin, 57 out of 60 analysts covering NVDA stock have a rating of ‘Buy’ or higher on the company. <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> have gained more than 75% in the past year.Meanwhile, on Stocktwits, retail sentiment around NVDA shares has improved from ‘extremely bearish’ to ‘bearish’ territory over the past 24 hours.<h2 class="st-heading-2">What’s Burry Betting On?</h2>Meanwhile, Burry revealed expanded positions in GME stock, as well as Chinese companies JD.com Inc. (JD) and Alibaba Group Holding (BABA), which he bought as American Depositary Receipts in New York.“In a market crash, I believe Ryan (CEO) could move fast to deploy cash, which would be a catalyst, and I do not see much downside from here, as described in Final Stop GameStop. Corporate governance is as good as it gets if one is ok with a benign dictator,” Burry said about GameStop.The investor said that Alibaba was a new position, at slightly more than 6%, and JD was a significant add. “The shares have been weak lately, providing an attractive entry point,” he said. Burry also bought shares of fintech company Fiserv Inc. (FISV).<a href="https://stocktwits.com/symbol/gme">GME stock</a> has risen nearly 12% so far this year, while <a href="https://stocktwits.com/symbol/fisv">FISV stock</a> has declined more than 14% in the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Michael Burry attends "The Big Short" New York screening Ziegfeld Theater on November 23, 2015 in New York City. 

‘The Big Short’ Burry Adds Nvidia Puts, Buys GameStop, JD.com, Alibaba

In a Substack post on Friday, Burry said that he had bought Nvidia January 2027 puts at a strike price of $115. 

<ul><li>Boehringer Ingelheim and Cue Biopharma announced a strategic research collaboration and license agreement in April 2025.&nbsp;</li><li>The company added on Wednesday that it is still eligible to earn up to $337.5 million more in additional research, development and commercial milestone-based payments.&nbsp;</li><li>CEO Lucinda Warren said that the company is pleased with the milestone payment as it progresses its lead autoimmune asset, CUE-401, toward the clinic.</li></ul>Shares of Cue Biopharma, Inc. (CUE) is on track to record its best session to date, if gains hold, after the company announced earlier this week that it will receive $7.5 million as milestone payment from an agreement with Boehringer Ingelheim.CUE stock is up 77% at the time of writing.<h2 class="st-heading-2">Cue- Boehringer Ingelheim Deal</h2>Boehringer Ingelheim and Cue Biopharma announced a strategic research collaboration and license agreement in April 2025 &nbsp;to develop and commercialize Cue Biopharma’s CUE-501 product candidate for autoimmune diseases.Under the deal, Cue received an upfront payment of $12 million and is eligible to earn up to about $345 million in research, development and commercial milestone-based payments, as well as royalty payments on net sales.The company now expects a $7.5 million payment in May 2026. Cue Biopharma also said on Wednesday that it is still eligible to earn up to $337.5 million more in additional research, development, and commercial milestone-based payments.CEO Lucinda Warren said that the company is pleased with the milestone payment as it progresses its lead autoimmune asset, CUE-401, toward the clinic. In February, the company said that its preclinical data demonstrated that CUE-401 was well tolerated with no adverse events.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around CUE stock stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume stayed at ‘extremely high’ levels.A Stocktwits user expressed optimism about the rally after a quiet period. “This is starting to get interesting,” they wrote<stembedurl>https://www.stocktwits.com/topstockalerts/message/649975686</stembedurl>Another user highlighted the possibility of additional payments under the deal.<stembedurl>https://www.stocktwits.com/Aburose/message/649968775</stembedurl><a href="https://stocktwits.com/symbol/CUE">CUE stock</a> has fallen 28% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/repl-stock-dives-after-fda-refuses-approval-for-skin-cancer-drug/cZJ0Kb3RIto">REPL Stock Lost 19% Of Its Value Today – Why Did The FDA Refuse Approval For Its Experimental Melanoma Drug?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

CUE Stock On Track For Best Day In History — Why Is Retail Optimistic?

Cue now expects a $7.5 million payment from Boehringer Ingelheim in May 2026.

SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is surging as investors react to the successful Artemis II mission and growing anticipation surrounding potential upcoming lunar contracts. The community is actively discussing the stock's significant momentum, potential for a short squeeze, and its emergence as a key player in the expanding private space infrastructure sector.

Zentalis Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in discovering and developing clinically differentiated, novel small molecule therapeutics targeting fundamental biological pathways of cancer. It develops a broad pipeline of product candidates with an initial focus on validated oncology targets with the potential to address large patient populations. The company was founded by Kevin D. Bunker and Cam Gallagher on December 23, 2014 and is headquartered in San Diego, CA.

Zentalis Pharmaceuticals Inc

Zentalis Pharmaceuticals is experiencing significant volatility and trading interest as investors weigh the company's substantial cash position against a pivotal upcoming clinical data readout. Community sentiment is deeply divided, with some traders optimistic about potential institutional accumulation and buyout speculation, while others express concerns over the stock's recent price decline and the long timeline to future trial milestones.

One & One Green Technologies, Inc. engages in the recycling, production, and trading of recycled scrap metals. Its products include copper alloy ingot, recycled aluminum, recycled tin, recycled zinc, recycled iron, and plastic beads. The company was founded on April 17, 2024 and is headquartered in Bulacan, Philippines.

One and one Green Technologies. Inc - Ordinary Shares - Class A

One and One Green Technologies Inc

One and One Green Technologies (YDDL) is seeing extreme volatility following its recent NASDAQ debut, with investors closely watching its low-float status and aggressive intraday price swings. Community discourse is sharply divided between those betting on a potential short squeeze due to insider ownership and those skeptical of the company's fundamentals as a Philippines-based recycler.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is facing heavy selling pressure amid a broader market rotation out of high-multiple software stocks, with investors weighing concerns over long-term AI disruption against its strong product retention. While many traders see the current weakness as an overreaction and a potential accumulation opportunity, sentiment remains divided as the community debates whether the stock is finding a bottom or heading toward lower valuations.

GraniteShares ETF Trust - GraniteShares 2x Long NBIS Daily ETF

GraniteShares 2x Long NBIS Daily ETF

The GraniteShares 2x Long NBIS Daily ETF (NBIL) is trending as traders utilize the vehicle to capture leveraged exposure to the price movements of Nebius Group (NBIS). Community members are actively sharing their swing-trading strategies and entry points, driven by both technical setups and high expectations for potential growth in the underlying stock.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake is facing significant volatility as investors weigh strong quarterly growth and record contract signings against concerns regarding AI-driven SaaS disruption and cautious guidance. The stock is currently caught in a broader software sector selloff, with community sentiment deeply divided between long-term bulls highlighting data infrastructure demand and bears pointing to technical breakdowns, insider selling, and the threat of next-generation AI models.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is experiencing significant upward momentum driven by a $2 billion strategic investment from Nvidia aimed at bolstering AI infrastructure and cloud connectivity. The community is actively discussing the stock's transition from a standard semiconductor play to a critical AI infrastructure bet, with many investors anticipating further price appreciation as optics and custom AI chips become essential components for hyperscalers.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare is trending following a strong quarterly earnings report that beat revenue and earnings expectations, with leadership framing the company as essential infrastructure for the growing agentic AI ecosystem. Investors are currently weighing this robust operational performance against broader volatility in the software and cybersecurity sectors.

What is DAG? In more traditional blockchains, the host provides the food/drinks (i.e resources) for this party. And when the guests arrive, the amount of resources can only accommodate so many people, the portions are small and then everything eventually runs out and the party ends. Think Constellation DAG like a potluck (a party where everyone brings food/drinks). With every added guest (node to the network), the more resources the party has to keep going. This is the nature of Constellation, a distributed system that scales horizontally.  Is Constellation a Blockchain? Not exactly. Although inspired by the principles of decentralization, many standard blockchains such as Bitcoin and Ethereum face scalability issues. This is why the next, generation of decentralized networks such as Hashgraph, IOTA, and Constellation have turned to DAG.  What is a Microservice? “Microservices” is an approach to application development in which a large application is built as a suite of modular services. Each module supports a specific business goal and uses a simple, well-defined interface to communicate with other sets of services. Uber, for example, is not a singular app purse. It is a unified app which means it is a single interface that brings together their driver app, their rider app, and their corporate team app.

Constellation

Constellation (DAG) is attracting significant community attention due to its focus on enterprise-grade data validation and its existing contracts with U.S. defense agencies. Investors are highlighting its unique DAG-based architecture as a scalable alternative to traditional blockchains, positioning it as a key infrastructure play for the growing AI and secure data integrity sectors.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending following a massive $21 billion contract expansion with Meta through 2032 and a new multi-year partnership with Anthropic to power its Claude AI models. While the community is split between bullish sentiment over these major infrastructure wins and concerns regarding the accompanying debt offerings and potential share dilution, traders remain focused on the company's aggressive capacity buildout.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


News