SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is trending as escalating geopolitical tensions in the Middle East, particularly around Iran's oil infrastructure and the critical Strait of Hormuz, are causing significant supply disruption fears. The community is actively discussing potential price spikes and market volatility, with some anticipating a prolonged oil rally while others foresee a sharp correction.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SLS is trending on intense speculation surrounding the imminent Phase 3 REGAL trial results for its potential "curative" AML treatment, GPS, amplified by recent strong commentary from its CEO on the drug's adaptive immunotherapy platform. Investors are keenly watching for a potential Big Pharma acquisition and a major short squeeze, as discussions at a key industry summit further fuel optimism.

Booking Holdings, Inc. engages in the provision of online travel and related solutions. The firm offers services through the following brands: Booking.com, Priceline, Agoda, KAYAK, and OpenTable. It provides accommodation reservations including hotels, hostels, apartments, vacation rentals, and other properties. The company was founded by Jay Scott Walker on July 18, 1997, and is headquartered in Norwalk, CT.

Booking Holdings Inc

Booking Holdings is gaining traction as fears of AI-driven disruption to online travel agencies diminish, with reports suggesting OpenAI is shifting away from direct booking towards third-party app integration, prompting multiple analyst upgrades that highlight the company's robust platform and upcoming stock split.

ProShares Trust - ProShares UltraShort Bloomberg Crude Oil -2x Shares

ProShares UltraShort Bloomberg Crude Oil

Traders are actively accumulating SCO, a 2x inverse crude oil ETF, anticipating that the recent geopolitical premium driving elevated oil prices is unsustainable. The community is betting on an eventual significant pullback in crude, expecting that headline-driven spikes will fade as broader economic concerns and potential de-escalation in the Middle East weigh on demand and supply dynamics.

Aerodrome Finance is a next-generation AMM designed to serve as Base's central liquidity hub, combining a powerful liquidity incentive engine, vote-lock governance model, and friendly user experience. Aerodrome inherits the latest features from Velodrome V2.

Aerodrome Finance

Aerodrome Finance is trending due to its recent Robinhood listing and anticipation surrounding a significant conference teasing a Velodrome merger and "Metadex 3.0". The community is sharply divided, with bulls highlighting its potential as Base's core liquidity hub while bears express concerns over tokenomics and broader market volatility.

ProShares Trust - ProShares Ultra Bloomberg Crude Oil 2x Shares

ProShares Ultra Bloomberg Crude Oil

Heightened Middle East geopolitical tensions, particularly concerning Iran and the Strait of Hormuz, are fueling intense interest in ProShares Ultra Bloomberg Crude Oil (UCO), as the community widely discusses potential crude oil supply disruptions and the prospect of significant price surges amidst cautious sentiment.

Cardano is a blockchain platform built on academic research that enables smart contracts and decentralized applications while using significantly less energy than traditional cryptocurrencies like Bitcoin.   What sets Cardano apart is its methodical, research-driven approach — every major feature is peer-reviewed by scientists and cryptographers before being added to the network. This careful process aims to create a more secure and stable foundation compared to platforms that prioritize speed over thorough testing. The platform's native cryptocurrency, ADA, is used to send money, pay transaction fees, and participate in network governance.  Cardano uses a proof-of-stake system to process transactions, which works differently from Bitcoin's mining approach. Instead of competing to solve complex puzzles, users can "stake" their ADA — essentially locking it up temporarily — to become validators who verify transactions. The system selects validators based on how much ADA they've staked and for how long, then rewards them with additional ADA for their participation. This approach uses far less energy than traditional mining while keeping the network secure. The platform also features a two-layer design that separates basic payment transactions from smart contract operations, allowing each function to be optimized independently for better performance.   ADA holders can earn staking rewards by locking up their tokens to help secure the network, vote on proposed changes to the platform, and use ADA for international money transfers with lower fees than traditional services.  Cardano was founded in 2017 by Charles Hoskinson, who previously helped create Ethereum. Hoskinson leads Input Output Global (IOG), the technology company that builds and maintains Cardano's core software. The ecosystem operates through three organizations: IOG handles technical development, the Cardano Foundation promotes adoption and standardization, and Emurgo helps businesses integrate blockchain technology into their operations. This structure distributes responsibilities across multiple groups rather than concentrating control in a single entity.   In February 2025, major asset manager Grayscale Investments filed to create an exchange-traded fund (ETF) for Cardano with the U.S. Securities and Exchange Commission, which would allow traditional investors to buy ADA through their regular brokerage accounts without needing to set up cryptocurrency wallets.Retry

Cardano

Cardano is experiencing intense community debate following its founder's critical comments on the CLARITY Act and the announcement of a LayerZero partnership, alongside new retail adoption in Switzerland, polarizing investors between strong long-term conviction and concerns over its recent market performance.

Bitwise XRP ETF - Common Shares Of Beneficial Interest

Bitwise XRP ETF

XRP is trending due to consistent inflows into its spot ETFs and favorable regulatory developments, such as Japan classifying it as a financial asset, signaling increased institutional interest. The community remains divided, with many actively accumulating during price dips in anticipation of a rally, while others voice strong skepticism regarding its underlying value and potential for dilution.

Shiba Inu (SHIB) is a meme token which began as a fun currency and has now transformed into a decentralized ecosystem. During the initial launch, 50% of the supply was allocated into Vitalik Buterin's ethereum wallet.   As a result of that, Vitalik proceeded to donate 10% of his SHIB holdings to a COVID-19 relief effort in India and the remaining 40% is burnt forever. That donation was worth about $1 billion at that time, which makes it one of the largest donation ever in the world.  What is the Shiba Inu community working on right now? The Shiba Inu team launched a decentralized exchange called Shibaswap with 2 new tokens, LEASH and BONE. LEASH is a scarce supply token that is used to offer incentives on Shibaswap. BONE is the governance token for holders to vote on proposals on Doggy DAO.

Shiba Inu

Shiba Inu is trending amid reports of significant whale accumulation off exchanges, signaling a potential supply shock, and increased activity on its Shibarium network; this sparks community debate over a potential 'meme season' while a vocal segment remains highly skeptical, citing fraud concerns and predicting further price declines.

TripAdvisor, Inc. is an online travel company, which owns and operates a portfolio of online travel brands. It operates through the following segments: Brand Tripadvisor, Viator, and TheFork. The Brand Tripadvisor segment offers travelers and experience seekers an online global platform for travelers to discover, generate, and share authentic user-generated content. The Viator segment enables travelers to discover and book iconic, unique, and memorable experiences from experience operators around the globe. The TheFork segment provides an online marketplace that enables diners to discover and book online reservations. The company was founded by Nicholas Shanny and Stephen Kaufer in February 2000 and is headquartered in Needham, MA.

TripAdvisor Inc.

Activist investor Starboard Value, holding over 9% of shares, is demanding a board overhaul and exploring a full company sale or divestiture of key segments like Viator, citing management's underperformance and slow AI adoption. This aggressive stance is fueling community speculation and volatility, especially after a recent dip following the rejection of prior buyout proposals.

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<ul class="summary-bullets"><li>The changes ensure that each index is more representative of its market-capitalization range.&nbsp;</li><li>Market analysts were expecting Lumentum, Coherent, and Vertiv to be included in the S&amp;P 500 index.&nbsp;</li><li>The surprise inclusion in the index was of EchoStar.&nbsp;</li></ul>Vertiv Holdings, Lumentum, Coherent and EchoStar stock rose in extended hours of trading on Friday after they were included in&nbsp;the S&amp;P 500 index.S&amp;P Dow Jones Indices, a division of S&amp;P Global, said on Friday that Vertiv Holdings (<a href="https://stocktwits.com/symbol/VRT">VRT</a>), Lumentum Holdings (<a href="https://stocktwits.com/symbol/LITE">LITE</a>), Coherent (<a href="https://stocktwits.com/symbol/COHR">COHR</a>) and EchoStar (<a href="https://stocktwits.com/symbol/SATS">SATS</a>) will join the S&amp;P 500 index before the market opens on March 23, as part of&nbsp;its quarterly&nbsp;portfolio rebalance. The changes ensure that&nbsp;the index is more representative of its market-capitalization range.&nbsp;Shares of Vertiv, Lumentum, Coherent and EchoStar were up 6%, 1.8%, 0.8% 4.4% at the time of writing.&nbsp;<h2 class="st-heading-2">In Line With Expectations</h2>Meanwhile, Match Group (<a href="https://stocktwits.com/symbol/MTCH">MTCH</a>), Molina Healthcare (<a href="https://stocktwits.com/symbol/MOH">MOH</a>), Lamb Weston (<a href="https://stocktwits.com/symbol/LW">LW</a>), and Paycom (PAYC) were deleted from the S&amp;P 500. The changes were largely in line with street expectations.&nbsp;Alongside the S&amp;P 500 index, changes have been made to other indices as well. Some of the prominent names like PayPal Holdings and Target will be removed from&nbsp;the S&amp;P 100 index and Micron Technologies will be added to the index.&nbsp;Market analysts were expecting Lumentum, Coherent, and Vertiv to be included in the S&amp;P 500 index. EchoStar was a surprise inclusion in the index.&nbsp;<h2 class="st-heading-2">Other News</h2>Vertiv earlier on Friday declared a quarterly cash dividend of $0.0625 per share of the company's Class A common stock. It said that the cash dividend will be payable on March 26, 2026, to shareholders of record of Class A common stock at the close of business on March 17, 2026.Coherent on Friday announced the general availability of the industry’s first dual-laser QSFP28-DCO module designed to enable bi-directional 100G coherent transmission over a single working fiber.&nbsp;Meanwhile, earlier in the week, Rosenblatt analyst Mike Genovese raised the firm's price target on Lumentum to $900 from $580 and kept a ‘Buy’ rating on the shares. Rosenblatt said that the Nvidia’s deal is driven by co-packaged optics. It cited higher earnings power for the target boost.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around VRT stock trended in ‘bullish’ territory, meanwhile COHR, LITE trended in ‘extremely bullish’&nbsp;amid ‘normal’ message volume. SATS stock was trending in ‘neutral’ territory.&nbsp;Shares in VRT have been flat year-to-date. SATS, COHR, LITE shares have risen 1.2%, 26.3% and 50% so far in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Traders work on the floor of the New York Stock Exchange during morning trading on January 06, 2026 in New York City. 

Why Are VRT, LITE, COHR, SATS Stocks Rising After Hours?

S&P Dow Jones Indices, a division of S&P Global, said on Friday that the four stocks will join the S&P 500 index before the market opens on March 23 as part of its quarterly rebalance.

Equity

<ul class="summary-bullets"><li>The states, which include California, Colorado, and New York, are likely to sue on antitrust grounds&nbsp;on the basis that the deal would result in too much concentration in some local TV markets.</li><li>The companies announced the deal in Nov. 2025, and currently plan to close the transaction in the second half of 2026.</li><li>The chair of the FCC, Brendan Carr, earlier in the month told reporters that he supports Nexstar's deal for Tegna.</li></ul>A coalition of&nbsp;U.S.&nbsp;states is reportedly preparing to challenge Nexstar Media Group’s planned $6.2 billion acquisition of rival broadcaster Tegna.&nbsp;The states, which include California, Colorado, and New York, are likely to sue on antitrust grounds&nbsp;on the basis that the deal would result in too much concentration in some local TV markets, a report from The Wall Street Journal <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/media/states-prepare-challenge-to-major-broadcast-tv-deal-962f0d16">said</a> on Friday, citing people familiar with the matter.&nbsp;The states would proceed with the lawsuit if the deal gets regulatory clearance from the Federal Communications Commission (FCC), whose chairman has endorsed it, the report said.&nbsp;Nexstar Media (NXST) and Tegna (TGNA) announced the deal in Nov. 2025, and currently plan to close the transaction in the second half of 2026.<h2 class="st-heading-2">FCC Chairman’s Endorsement</h2>The chair of the&nbsp;FCC, Brendan Carr, earlier in the month told reporters that he supports Nexstar's deal for Tegna."I support that transaction. We're going to be moving forward," Carr said, according to a Reuters report, without providing details on whether the deal would be backed at the staff level or by the full commission.For the deal to go through, the FCC must permit a bypass to a statutory limit that caps a single TV entity from having a reach beyond 39% of all U.S. TV households.<h2 class="st-heading-2">Trump’s Favor The Deal</h2>President Donald Trump earlier in the month publicly backed the merger that would create the largest U.S. regional TV station operator, before opposing it&nbsp;previously in November, saying it would allow greater influence to left-leaning networks.Trump had written in a social media post, "We need more competition against THE ENEMY, the Fake News National TV Networks. GET THAT DEAL DONE!”<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, the retail sentiment was ‘bearish’ for Nexstar and Tegna in the past 24 hours.&nbsp;Nexstar and Tegna shares have risen 22% and 6.6%, respectively, year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, Nexstar Media Group, Inc. logo is seen on a smartphone and a pc screen.

US States Coalition Reportedly Prepare To Challenge $6.2 Billion Tegna-Nexstar Deal

The states would proceed with the lawsuit if the deal gets regulatory clearance from the FCC whose chairman has endorsed it, a report from The Wall Street Journal said. 

<ul><li>DFC’s detailed implementation plan was approved by President Donald Trump.&nbsp;</li><li>The plan will restore confidence in maritime trade, help stabilize international commerce, and support American and allied businesses operating in the Middle East during the conflict with Iran, the DFC statement said.</li><li>The blockade of Strait of Hormuz has led to sharp increase in oil and gasoline prices. U.S. oil futures rallied above $90 per barrel for the first time on Friday, since Oct. 2023.&nbsp;</li></ul>The U.S. International Development Finance Corporation (DFC) on Friday announced a $20 billion plan for maritime reinsurance in the Gulf region.&nbsp;DFC’s detailed implementation plan was approved by President Donald Trump to deploy maritime reinsurance, including war risk, in the Gulf region.&nbsp;&nbsp;“Working alongside CENTCOM, DFC coverage will offer a level of security no other policy can provide. We are confident that our reinsurance plan will get oil, gasoline, LNG, jet fuel, and fertilizer through the Strait of Hormuz and flowing again to the world,” said DFC CEO Ben Black.<h2 class="st-heading-2">Details</h2>The DFC reinsurance facility will insure losses up to approximately $20 billion on a rolling basis. The revolving insurance offering will apply only to vessels that meet the criteria. Insurance will focus on&nbsp;hull, machinery and cargo to start, DFC said.&nbsp;In close coordination with the United States Central Command (CENTCOM), this plan will restore confidence in maritime trade, help stabilize international commerce, and support American and allied businesses operating in the Middle East during the conflict with Iran, the statement said.&nbsp;The DFC, established in 2019 with bipartisan support under President Trump, is the international investment arm of the U.S. Government.<h2 class="st-heading-2">Oil Supply Uppended</h2>Global oil supply has been in shock after the U.S. and Israel launched coordinated attacks on Iran and killed its supreme leader. The war has led to Iran blocking the critical oil shipping route of Strait of Hormuz which caters to 20% of&nbsp;the global oil supply.&nbsp;The blockade has led to sharp increases in oil and gasoline prices. U.S. oil futures rallied above $90 per barrel for the first time on Friday, since Oct. 2023.&nbsp;Meanwhile, U.S. equities continued their downturn on Friday. At the time of writing, the SPDR S&amp;P 500 ETF (<a href="https://stocktwits.com/symbol/SPY">SPY</a>), which tracks the S&amp;P 500 index, was down 1.04%, the Invesco QQQ Trust ETF (<a href="https://stocktwits.com/symbol/QQQ">QQQ</a>) fell 0.9%, while the SPDR Dow Jones Industrial Average ETF Trust (<a href="https://stocktwits.com/symbol/DIA">DIA</a>) slumped 1.14%.&nbsp;The United States Oil Fund (<a href="https://stocktwits.com/symbol/USO">USO</a>), which tracks the daily price movements of West Texas Intermediate (WTI) light, sweet crude oil, was up 13%. ProShares Ultra Bloomberg Natural Gas (<a href="https://stocktwits.com/symbol/BOIL">BOIL</a>), a leveraged ETF that invests in futures and swap contracts, was up 12%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Close up aerial photo of a large oil tanker. 

US DFC To Reinsure Oil Vessels In Gulf In $20 Billion Plan Amid Middle East War Disruption

The revolving insurance offering will apply only to vessels that meet the criteria. Insurance will focus on Hull & Machinery and Cargo to start, DFC said. 

<ul class="summary-bullets"><li>Global benchmark Brent surged more than 9% to trade above $93 a barrel at the time of writing.&nbsp;</li><li>Kuwait has reportedly begun cutting production at some of its oil fields after running out of room to store its already bottled-up crude.&nbsp;</li><li>Shares of Indonesia Energy Corp (INDO), Battalion Oil Corp continued their rally on Friday helped by rise in oil prices.&nbsp;</li></ul>U.S. oil futures rallied above $90 per barrel for the first time since Oct. 2023 as the&nbsp;U.S.-Israel-Iran war has upended oil supplies&nbsp;after the&nbsp;critical shipping route of the Strait of Hormuz&nbsp;came to a near-halt.&nbsp;West Texas Intermediate added more than 13% on Friday and was on track for the biggest weekly percentage gain in at least two decades, according to Bloomberg. Global benchmark Brent surged more than 9% to trade above $93 a barrel at the time of writing.&nbsp;<h2 class="st-heading-2">Cut In Oil Production</h2>Kuwait has reportedly begun cutting production at some of its oil fields after running out of room to store its already bottled-up crude.&nbsp;Kuwait, the ​founding member of ​the Organization of the Petroleum ‌Exporting&nbsp;⁠Countries (OPEC) is cutting production, ​to&nbsp;⁠just what it needs to ​cover domestic ​consumption,&nbsp;⁠ the Wall Street&nbsp;⁠Journal reported on ​Friday, citing people ​familiar with the matter.The production cut puts pressure not only on oil supplies&nbsp;but also on&nbsp;supplies of liquefied natural gas as Kuwait is among the top three producers in the world.&nbsp;<h2 class="st-heading-2">Oil Stocks</h2>Shares of Indonesia Energy Corp (INDO) and Battalion Oil Corp (BATL) continued their rally on Friday and were up 11% and 22%&nbsp;respectively at the time of writing.&nbsp;The United States Oil Fund (USO) was also up 13%.Meanwhile, U.S. equities continued their downturn on Friday. At the time of writing, the SPDR S&amp;P 500 ETF (SPY), which tracks the S&amp;P 500 index, was down 1.04%, the Invesco QQQ Trust ETF (QQQ) fell 0.9%, while the SPDR Dow Jones Industrial Average ETF Trust (DIA) slumped 1.14%.&nbsp;Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘neutral’ territory at the time of writing amid ‘high’ message volume.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

An oil pump jack at a drilling site for oil, an oil field in Saskatchewan. 

Oil Crosses $90 Mark For The First Time In More Than 2 Years Amid U.S.-Israel-Iran War

West Texas Intermediate added more than 13% and was on track for the biggest weekly percentage gain in at least two decades, according to Bloomberg.

<ul class="summary-bullets"><li>A deal for the twin-aisle aircraft would likely be announced at a later date, and isn’t expected to feature in the upcoming summit, as per the report.</li><li>Boeing’s aircraft stand to feature prominently in a trade agreement between&nbsp;Chinese President Xi Jinping and Trump.</li><li>The report said that Boeing’s order isn’t assured and there’s a chance talks could hit an impasse,&nbsp;given the tensions between the two countries as well as&nbsp;geopolitical uncertainty.</li></ul>Boeing (BA) is reportedly closing in on "one of the largest sales in its history," a 500-aircraft order for 737 Max jets from China, set to be unveiled when President Donald Trump travels to the Asian country.The two sides are also in talks for a widebody sale that includes about 100 Boeing 787 Dreamliner and 777X jets, a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://news.bloombergtax.com/international-trade/boeing-said-to-be-close-to-500-jet-order-with-trump-xi-summit#:~:text=Boeing%20Co.%20is%20closing%20in,familiar%20with%20the%20matter%20said.">report</a> said, citing people familiar with the matter.&nbsp;A deal for the twin-aisle aircraft would likely be announced at a later date, and isn’t expected to feature in the upcoming summit as per the report.&nbsp;Shares in the company jumped 4% at the time of writing.<h2 class="st-heading-2">Deal Details</h2>Boeing’s aircraft stand to feature prominently in a trade agreement between&nbsp;Chinese President Xi Jinping and Trump. The U.S. president plans to visit China from March 31 to April 2 for the meeting, while President Xi Jinping is expected to visit Washington later in the year, the report said.&nbsp;Bloomberg’s report also said that Boeing’s order isn’t assured and there is a chance talks could hit an impasse,&nbsp;with a deal not being&nbsp;completed&nbsp;amid the tensions and geopolitical uncertainty between the two nations as well as the ongoing U.S.-Israel-Iran war, The&nbsp;U.S. president’s trip could also be postponed amid the ongoing war with Iran.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around BA&nbsp;stock trended in&nbsp;the ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;One bullish user said that there are a lot of catalysts for Boeing, the biggest being China’s confidence in the company to deliver.&nbsp;<stembedurl>https://stocktwits.com/fofom/message/646848180</stembedurl>Another bullish user predicted Boeing&nbsp;would get more defence orders soon.&nbsp;<stembedurl>https://stocktwits.com/forsiz1/message/646841921</stembedurl>Shares in the company have risen 6% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

An exterior of a Boeing 777X at the Farnborough Airshow, on 20th July 2022, at Farnborough, England. 

China Reportedly Nearing To Buy 500 Boeing 737 Max jets

Boeing and China are also in talks for a widebody sale that includes about 100 Boeing 787 Dreamliner and 777X jets, a Bloomberg report said. 

<ul class="summary-bullets"><li>Roubini said that Warsh, once confirmed, will quickly get a ‘reality check’.</li><li>As per Roubini, recent economic data&nbsp;suggests that U.S. growth remains above potential, while inflation remains stubbornly above the Fed’s 2% target.&nbsp;</li><li>Protracted war with Iran that sends oil prices higher and puts upward pressure on inflation and inflation expectations, Roubini noted.&nbsp;</li></ul>Renowned economist Nouriel Roubini has&nbsp;reportedly raised concerns&nbsp;about&nbsp;President Donald Trump’s Federal Reserve&nbsp;chair nominee Kevin Warsh and his policy viewpoints,&nbsp;adding that once confirmed, he will quickly get a&nbsp;“reality check”.In an opinion&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.project-syndicate.org/commentary/kevin-warsh-fed-chair-policy-positions-will-not-hold-up-by-nouriel-roubini-2026-03">piece</a> published in the Project Syndicate on Friday, Roubini said that Kevin Warsh’s policy positions for years, if put into practice&nbsp;after he becomes Fed chair, “would almost certainly backfire”.&nbsp;<h2 class="st-heading-2">Unwinding Fed’s Balance Sheet Won’t Work</h2>Roubini dismissed Warsh’s belief that unwinding&nbsp;the Fed’s balance sheet will allow the central bank to cut policy rates sharply, saying that “he is simply wrong about this”.&nbsp;“Warsh’s opposition to the current ample-reserves regime may come back to bite him,” Roubini added, according to the report.&nbsp;“Under the post-2008 regime, the interest rates on excess reserves paid to banks nullify the impact of those reserves on credit creation and financial conditions. That is why the Fed has been able to reduce its balance sheet by 25% without triggering tighter financial conditions. There is no reason to think that more QT will justify much lower policy rates,” he&nbsp;reportedly said.&nbsp;<h2 class="st-heading-2">Single Rate Cut&nbsp;Not Enough</h2>As per Roubini, recent economic data suggests that the growth&nbsp;in the U.S.&nbsp;remains above potential, and could even accelerate in 2026 after a modest soft patch&nbsp;in the previous year,&nbsp;while inflation remains stubbornly above the Fed’s 2% target.&nbsp;“So, even the single rate cut that the FOMC has penciled in for 2026 may not be justified. With other risks looming – like a protracted war with Iran that sends oil prices higher and puts upward pressure on inflation and inflation expectations – the Fed may well find itself raising rates, rather than cutting them,” he said.&nbsp;Meanwhile, U.S. equities continued their downturn on&nbsp;Friday. At the time of writing, the SPDR S&amp;P 500 ETF (<a href="https://stocktwits.com/symbol/SPY">SPY</a>), which tracks the S&amp;P 500 index, was down 1.25%, the Invesco QQQ Trust ETF (<a href="https://stocktwits.com/symbol/QQQ">QQQ</a>) fell 1%, while the SPDR Dow Jones Industrial Average ETF Trust (<a href="https://stocktwits.com/symbol/DIA">DIA</a>) slumped 1.4%.&nbsp;Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘neutral’ territory at the time of writing.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Kevin Warsh (L) talks with former EU Finance Minister Elena Salgado in 2010

Nouriel Roubini Says Fed Chair Nominee Kevin Warsh’s Policy Will Almost Certainly Backfire If Put Into Practice

Roubini, on Friday in an opinion piece on Project Syndicate, voiced concerns about Kevin Warsh’s stance on unwinding the Fed’s balance sheet and said that due to the Iran war, Fed may raise interest rates. 

<ul class="summary-bullets"><li>Samsara said its Q4 revenue of $444.3 million, represented a 28% year-over-year growth in actuals and 27% in constant currency.&nbsp;</li><li>The company said it reported adjusted diluted net income per share of $0.56 versus $0.26 it posted in the same year-ago quarter.&nbsp;</li><li>The company said it expects revenue in its first quarter of FY2027 to be in the range of $454 million – $456 million.</li></ul>Samsara stock jumped 11% in extended hours of trading on Thursday after it posted upbeat fourth-quarter (Q4) results.&nbsp;Samsara said its Q4 revenue of $444.3 million represented a 28% year-over-year growth in actuals and 27% in constant currency. Analysts’ on average expected revenue of $422.31 million, according to data from Stocktwits.&nbsp;“Fiscal year 2026 was an outstanding year of durable and efficient growth,” said Sanjit Biswas, CEO and co-founder of Samsara. “Our performance is driven by the scale of our data asset, which now captures more than 25 trillion data points annually to fuel our AI-powered platform. This proprietary data is ushering in a new phase of digitization.”The company saw the second consecutive quarter of GAAP profitability after it posted GAAP earnings per share of $0.04 during the quarter.&nbsp;<h2 class="st-heading-2">Q4 Details</h2>The company said it reported adjusted diluted net income per share of $0.56 versus $0.26 it posted in the same year-ago quarter. The profit sailed past estimates of $0.13 per share as per data from Stocktwits.&nbsp;Samsara’s Q4 net new Annual Recurring Revenue (ARR) of $144.8 million represented a 33% year-over-year growth in actuals and 31% in constant currency.The company is now unleashing AI agents, like our AI Safety coach, to automate entire workflows and transform customers’ operations, Biswas further added.&nbsp;<h2 class="st-heading-2">FY 2027 Guidance&nbsp;</h2>The company said it expects revenue in its first quarter of its FY2027 to be in the range of $454 million – $456 million, and full year revenue of its FY2027 to be in the range of $1.965 billion – $1.975 billion.&nbsp;It expects adjusted diluted net income per share in its first quarter of its FY2027 to be in the range of $0.12 – $0.13.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around<a href="https://stocktwits.com/symbol/IOT"> IOT&nbsp;stock</a> trended in the ‘Extremely Bullish’ territory amid ‘Extremely High’ message volume.&nbsp;One bullish user said that analysts are going to upgrade ratings and raise price targets of IOT.&nbsp;<stembedurl>https://stocktwits.com/dpnaidu27/message/646746805</stembedurl>Another user predicted that the upbeat momentum in the stock can continue on Friday.&nbsp;<stembedurl>https://stocktwits.com/HazelCox91783/message/646744944</stembedurl>Shares in the company have fallen 8.5% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

 In this photo illustration, the logo of Samsara Inc. is displayed on a smartphone screen.

Samsara Stock Rallied 11% After Hours – Why Are Traders So Bullish?

The company saw the second consecutive quarter of GAAP profitability after it posted GAAP earnings per share of $0.04 during the quarter. 

<ul class="summary-bullets"><li>Rumble CEO said that the firm has reached an inflection point.</li><li>The company said its loss per share during the quarter was at $0.13, compared to $1.15 per share from the year-ago quarter.</li><li>The loss during the quarter marginally missed analyst estimates of loss of $0.1 per share.</li></ul>Rumble Inc.&nbsp;shares fell nearly 4% in extended hours of trading on Thursday after it reported a 10% decline in fourth-quarter (Q4) revenue compared to the year-ago quarter.&nbsp;Revenue for Q4 was $27.1 million, in line with analyst expectations, as per Fiscal.ai. The revenue was a decrease of 10% from $30.2 million reported in the second quarter of 2024.&nbsp;The decline was attributable to a decrease in Audience Monetization revenues and lower Other Initiatives revenues, the company said.&nbsp;"Rumble has reached an inflection point. The investments we made throughout 2025, in platform stability, creator monetization, short-form video, and our sales infrastructure, are beginning to bear fruit,” said Chris Pavlovski, Rumble's Chairman and CEO.&nbsp;&nbsp;<h2 class="st-heading-2">Results In Detail</h2>Net loss for the fourth quarter was $32.7 million compared to a loss of $236.8 million in the fourth quarter of 2024, principally attributable to a $184.7 million loss in the change in fair value of derivative expense related to Tether's strategic investment in Rumble.The company said its loss per share during the quarter was at $0.13, compared to&nbsp;a loss of&nbsp;$1.15 per share from the year-ago quarter. The loss during the quarter marginally missed analyst estimates of loss of $0.1 per share.The company said that during the fourth quarter, it secured a $100 million advertising commitment from Tether, structured as $50 million per year over two years beginning in Q1 2026. The efforts are designed to advance Rumble Wallet integration, expand creator monetization, and accelerate new advertising solutions on the platform.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around RUM stock trended in&nbsp;the ‘bullish’ territory amid ‘high’ message volume.&nbsp;One bullish user predicted that Rumble’s 2026 looks good.&nbsp;<stembedurl>https://stocktwits.com/FredettenWahoo/message/646743733</stembedurl>Another user said that they knew the results will be in line with estimates as the company has declared results early.&nbsp;<stembedurl>https://stocktwits.com/Prostar/message/646743582</stembedurl>Shares in the company have fallen 13.4% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of Rumble Inc. 

Rumble Stock Is Diving After Hours – What Happened To Q4 Revenue?

The decline in Q4 revenue was attributable to a decrease in Audience Monetization revenues and lower Other Initiatives revenues. The revenue was in line with analyst expectations, per Fiscal.ai. 

<ul class="summary-bullets"><li>The company posted an adjusted net loss per share of $0.03 for the fourth quarter of 2025, that beat analyst estimates of loss of $0.16 per share.</li><li>Revenue for the fourth quarter of 2025 increased by 29.6% on a year-over-year basis, primarily due to higher sales of Dream product suite and Owlet360 subscription service.</li><li>For the full year 2026, Owlet expects revenue in the range of $126 to $130 million, representing 19% to 23% growth over 2025.&nbsp;</li></ul>Owlet shares slumped 26% during extended hours of trading on Thursday after it reported its fourth-quarter (Q4) results and&nbsp;announced&nbsp;guidance below Wall Street expectations&nbsp;for the first-quarter (Q1) of 2026.&nbsp;The company posted an adjusted net loss per share of $0.03 for Q4 2025, compared to $0.07 for the same period in 2024. It beat analyst estimates of loss of $0.16 per share, as per data from&nbsp;Fiscal.ai.&nbsp;Net loss also&nbsp;reduced and was $9.2 million for Q4 2025, compared to net loss of $9.1 million in the year-ago quarter.&nbsp;<h2 class="st-heading-2">Owlet Q4 Performance</h2>Revenue for Q4 2025 was $26.6 million compared to revenue in Q4 2024 of $20.5 million, an increase of 29.6%. The increase was primarily due to higher sales of Dream product suite and Owlet360 subscription service, the company said.&nbsp;The revenue was also higher than analyst expectations of $25.83 million, as per Fiscal.ai.“By delivering $105.7 million in revenue, the strongest in our history, alongside record gross margin and adjusted EBITDA results, we believe we have proven the scalability and resilience of our business model,” said Jonathan Harris, Owlet’s President and CEO.<h2 class="st-heading-2">Disappointing Guidance</h2>Owlet said that for the first quarter of 2026, it expects revenue in the range of $20 million to $21 million. The forecast was significantly lower than Wall Street expectations of $26.2 million.&nbsp;For the full year 2026, Owlet expects revenue in the range of $126&nbsp;million to $130 million, representing 19% to 23% growth over 2025.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around OWLT stock trended in&nbsp;the ‘bullish’ territory amid ‘high’ message volume.&nbsp;Shares in the company have fallen 47.6% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Owlet posted an adjusted net loss per share of $0.03 for Q4 2025.

Owlet Stock Is Down 26% After Hours – How Did The Company’s Q4 Results Fare?

Owlet said that for the first quarter of 2026, it expects revenue in the range of $20 to $21 million. The forecast was significantly lower than Wall Street expectations of $26.2 million. 

<ul class="summary-bullets"><li>China is urging Tehran to permit safe passage for vessels.&nbsp;</li><li>Earlier in the week, Iran's government announced that vessels from the United States, Israel, European countries, or their allies would be barred from passing through the Strait of Hormuz</li><li>The Strait of Hormuz caters to 20% of the global supply of oil and LNGs to the world.&nbsp;</li></ul>China is reportedly in talks with Iran to give crude oil and Qatar’s liquefied natural gas vessels a safe passage through the Strait of Hormuz ​,&nbsp;as tensions escalate due to the U.S.-Israel-Iran war.The war&nbsp;disrupted the supply of oil and liquefied natural gas&nbsp;through the shipping route that caters to about 20% of global supply.&nbsp;<h2 class="st-heading-2">Details</h2>China, which enjoys amicable relations with Iran and is highly dependent on Middle Eastern imports, is displeased with Iran's efforts to disrupt shipping through the Strait and is urging Tehran to permit safe passage for vessels, a Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/energy/china-talks-with-iran-allow-safe-oil-gas-passage-through-hormuz-sources-say-2026-03-05/">report</a> said, citing diplomatic sources.&nbsp;Earlier in the week, Iran's government announced that vessels from the United States, Israel, European countries, or their allies would be barred from passing through the Strait of Hormuz. However, the statement did not reference China.<h2 class="st-heading-2">Oil Prices</h2>U.S. crude oil prices during Thursday’s session jumped beyond $80 per barrel mark and hit a 52-week high according to data from CNBC.&nbsp;At the time of writing the price of West Texas Intermediate Oil was up 6.76% or $5.05 to $79.71 per barrel on Thursday. Meanwhile, global benchmark Brent also rallied 3.81% or $3.1 to $84.53.&nbsp;U.S. equities slumped on Wednesday. At the time of writing, the SPDR S&amp;P 500 ETF (SPY), which tracks the S&amp;P 500 index, was down 1.3%, the Invesco QQQ Trust ETF (QQQ) fell 1.1%, while the SPDR Dow Jones Industrial Average ETF Trust (DIA) slumped 2.1%.&nbsp;Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘bearish’ territory at the time of writing.

China, which enjoys amicable relations with Iran and is highly dependent on Middle Eastern imports.

China Reportedly In Talks With Iran To Allow Oil Through Hormuz

 China is displeased with Iran's efforts to disrupt shipping through the Strait, as per a report from Reuters News.