SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

SLV is experiencing an unprecedented rally, driven by surging global demand and reports of physical shortages, which has sparked widespread speculation about a massive short squeeze by institutions. This historic price action is generating intense community debate, with many anticipating continued gains amid broader concerns about currency debasement and industrial demand, while others warn of an unsustainable blow-off top.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is actively trending following news that famed investor Michael Burry has taken a new long-term position, citing the stock's potential undervaluation. This revelation, combined with recent insider buying, has intensified community discussions, with many traders anticipating further price movements and hoping for a return of key catalysts like Roaring Kitty. Sentiment is strong as traders eye significant breakout levels amid renewed short squeeze speculation.

Brand Engagement Network, Inc. engages in the provision of conversational artificial intelligence assistants with the purpose of transforming engagement and analytics for businesses through security-focused, multimodal communication and human-like artificial intelligence assistants. The firm is also involved in delivering highly personalized, multi-modal artificial intelligence engagement with a focus on industries where there is a massive workforce gap and an opportunity to transform how consumers engage with networks, providers, and brands. The company is founded on March 14, 2024 and is headquartered in Jackson, WY.

Brand Engagement Network Inc

Brand Engagement Network Inc. is trending amid discussions surrounding a recent strategic AI partnership aimed at African markets, drawing significant attention to its low-float structure. The community is intensely focused on a potential short squeeze, citing high short interest and extremely limited shares available for borrowing, with many drawing parallels to other notable parabolic stock movements.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth (USAR) is generating significant buzz following news of a substantial U.S. government Letter of Intent for up to $1.6 billion in CHIPS Act support, complemented by a $1.5 billion private capital raise. The community is actively discussing the implications of this major backing, viewing it as a strategic move to de-risk the company and bolster the domestic rare earth supply chain for national security. This development is driving widespread speculation about USAR's long-term growth potential and its role in reducing reliance on foreign critical mineral sources.

ProShares Trust - ProShares UltraShort Bloomberg Natural Gas -2x Shares

ProShares UltraShort Bloomberg Natural Gas

KOLD is currently a major talking point as natural gas futures have surged dramatically due to a severe cold wave across the US. Many traders are actively accumulating this inverse leveraged ETF, believing the rapid increase in natural gas prices is unsustainable and setting the stage for a significant pullback. The community, aware of KOLD's 'widow maker' reputation, is keenly watching for a reversal as weather patterns are anticipated to normalize.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is trending due to significant concerns surrounding an abrupt CFO transition, which has fueled community discussion regarding management stability and accountability. Many investors are expressing frustration over the stock's substantial decline, high stock-based compensation, and perceived competitive challenges from 'walled garden' advertising platforms. Despite reaffirmed guidance and some bullish sentiment around the company's long-term fundamentals, the dominant conversation highlights deep shareholder dissatisfaction.

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 highly active following a substantial investment from Nvidia to accelerate its AI factory buildout, positioning it as a key player in scaling AI infrastructure. The community is sharply divided, with bulls viewing this as a strong validation and catalyst for growth, while bears highlight the investment's discounted share price and CoreWeave's debt levels as signs of potential dilution or a strategic bailout.

First Majestic Silver Corp. engages in the production, development, exploration and acquisition of mineral properties. It owns and operates producing mines in México including the La Encantada Silver Mine, La Parrilla Silver Mine, San Martin Silver Mine, La Guitarra Silver Mine, Del Toro Silver Mine, Santa Elena Silver & Gold Mine, and San Dimas Silver & Gold Mine. The company was founded by Keith Neumeyer on September 26, 1979 and is headquartered in Vancouver, Canada.

First Majestic Silver Corporation

First Majestic Silver is trending as the price of silver experiences a historic surge, driven by safe-haven demand and a structural supply deficit, with community discussions highlighting massive undervaluation in miners. Investors are keenly anticipating that AG, benefiting from efficient operations and a recently doubled dividend, will significantly reprice to reflect the metal's substantial gains and robust physical market tightness.

Hecla Mining Co. engages in the provision of precious and base metals. It operates through the following segments: Greens Creek, Lucky Friday, Keno Hill, Casa Berardi, and Other. The company was founded by Amasa B. Campbell, Patsy Clark, and John Finch on October 14, 1891 and is headquartered in Coeur d'Alene, ID.

Hecla Mining Co.

Hecla Mining Co

Hecla Mining Co. is trending as it strategically shifts focus to primary silver production following a mine sale, with an upcoming investor day fueling community excitement. Investors are keenly discussing HL's potential to capitalize on a surging silver market, driven by strong industrial demand and global supply deficits, despite ongoing debates about market dynamics.

ProShares Trust - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

A severe Arctic blast gripping the U.S. is fueling an unprecedented surge in natural gas demand and prices, driven by extreme heating needs and potential production disruptions, leading to significant upward momentum for BOIL. Traders are actively debating whether this extreme rally in the leveraged ETF is sustainable or if a sharp reversal is imminent, given its history as a "widow maker" instrument.

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<ul><li>Amazon Pharmacy's low-priced Wegovy rollout raises fresh concerns about pricing power and market share for telehealth players like Hims.</li><li>Bank of America and Citi have already warned that HIMS' 2026 growth and margins look stretched, as GLP-1 competition intensifies and the company remains off Novo's partner list.</li><li>Despite rising short interest and valuation worries, Stocktwits sentiment remains 'extremely bullish,' with traders betting the selloff improves risk-reward.</li></ul>Shares of Hims &amp; Hers Health Inc. (HIMS) are set to open the new trading week in the red,&nbsp;down nearly 1.7% in premarket trading on Monday, as investors reacted to fresh competitive pressure in the weight-loss drug market and renewed Wall Street skepticism.The stock came under pressure after Amazon Pharmacy announced it&nbsp;would&nbsp;now offer Novo Nordisk's Wegovy weight-loss pill at aggressively competitive prices, intensifying fears around pricing power and market share for telehealth providers like Hims.Late Friday, Amazon said eligible customers with commercial insurance could pay as little as $25 for a one-month supply, while uninsured customers can access the drug through a cash-pay option starting at $149 per month. Amazon Pharmacy said it will deliver the medication nationwide and plans to make Wegovy available through its physical kiosks in the coming weeks.<h1 class="st-heading-1">Analyst Downgrades Add To Pressure</h1>Adding to the bearish tone, Bank of America lowered its price target on Hims &amp; Hers and reiterated an 'Underperform' rating last week. The firm warned that 2026 consensus estimates for revenue growth and EBITDA margin expansion appear overly optimistic.Citi echoed similar concerns, noting that Novo Nordisk's decision to roll out Wegovy in the U.S. could broadly pressure Hims' GLP-1 business in 2026. The firm also noted that Hims' being left off Novo's official partner list once again is a sign of ongoing disagreements around Hims' compounded semaglutide strategy.<h1 class="st-heading-1">Retail Stays Optimistic On HIMS</h1>Despite sell-side caution, retail sentiment on Stocktwits for HIMS remains upbeat, with bulls citing its diversified telehealth platform, vertical integration, and other factors.Sentiment on Stocktwits remained 'extremely bullish' heading into Monday's open, even as the stock is down nearly 4% year-to-date. Weekly message volume surged more than 340%, while the number of followers has more than doubled over the past year."$HIMS ready for a promising week here… at this valuation, the risk vs reward is that much better. I dare bears to keep shorting," one bullish user&nbsp;<a href="https://stocktwits.com/eatsleeptrades/message/641484627">wrote</a>.<a href="https://stocktwits.com/eatsleeptrades/message/641484627">https://stocktwits.com/eatsleeptrades/message/641484627</a>&nbsp;Another retail trader&nbsp;<a href="https://stocktwits.com/symbol/HIMS">expects</a> HIMS to rally about 14% by Tuesday.<h1 class="st-heading-1">HIMS Short Interest, Valuation Risks Linger</h1>Still, caution remains the dominant theme on Wall Street. Short interest has climbed to nearly 29%, up from about 19% a year ago, according to Koyfin data.Of the 14 analysts covering the stock, eight rate it a 'hold', with the rest evenly split between ‘buy’ and ‘sell’. The group's consensus price target implies HIMS is trading at roughly a 37% premium, underscoring concerns that much of its growth optimism may already be priced in.Last week, CEO Andrew Dudum&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hims-and-hers-ceo-bets-on-personalized-healthcare-and-ai-in-2026/cmU25ksR45v">said</a> the company is leaning further into a consumer-led healthcare model in 2026, even as analysts grow more cautious about margins and the near-term pressure on earnings.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of Hims & Hers Health in front of a screen showing the company's stock market chart. (Photo illustration by Cheng Xin/Getty Images)

Why Is HIMS Stock Slipping Premarket Today?

Late Friday, Amazon said eligible customers with commercial insurance could pay as little as $25 for a one-month supply of Novo Nordisk’s weight-loss drug Wegovy.

Equity

Late Friday, Amazon said eligible customers with commercial insurance could pay as little as $25 for a one-month supply of Novo Nordisk’s weight-loss drug Wegovy.


<ul class="summary-bullets"><li>SpaceX is rumored to target a 2026 IPO at valuations as high as $1.5 trillion, but Palihapitiya says Musk may skip the listing and pursue a Tesla reverse merger instead.</li><li>The idea aligns with Musk’s long-discussed vision of a holding company that houses Tesla, SpaceX, Neuralink, and The Boring Company under a single cap table, according to angel investor Jason Calacanis.</li><li>Bulls on social media see a merger as a potential turbocharger for valuation, while skeptics point to Tesla’s already stretched valuation and choppy stock performance.</li></ul>Elon Musk’s SpaceX, already the world’s most valuable space-tech startup, has become one of the most closely watched private companies on Wall Street. And the IPO chatter is only getting&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/space-x-open-ai-or-discord-retail-traders-pick-their-most-awaited-2026-ipo-and-the-winner-was-obvious/cmUGzWlR4P7">louder</a>.SpaceX was last valued at about $800 billion in December, according to media reports. While the company has not formally announced IPO plans, speculation around a mid- to late-2026 listing has intensified, with rumored valuations reaching a staggering $1.5 trillion.But venture capitalist Chamath Palihapitiya thinks the story could take a very different turn.<h1 class="st-heading-1">A Plot Twist?</h1>Speaking on the latest episode of the All-In Podcast with angel investor Jason Calacanis, Palihapitiya&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SawyerMerritt/status/2010050936346161387">floated</a> a contrarian scenario.“I don’t think SpaceX will IPO. I think it will reverse merge into Tesla,” Palihapitiya said. “I think Elon will use it as a moment to consolidate control and power of his two seminal assets into one cap table.”Calacanis responded that Musk has long spoken about forming a holding company that could eventually house not just SpaceX and Tesla but also Neuralink and The Boring Company.<h1 class="st-heading-1">IPO Buzz Keeps Building</h1>Despite the reverse-merger speculation, anticipation around a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spacex-ipo-not-official-hedge-fund-titans-pitch-elon-must-smart-plans/cLeFaT9REtY">SpaceX IPO</a> continues to build. Musk’s recent social-media hints, heightened market chatter, and growing institutional interest have only fueled expectations.Hedge fund heavyweight Bill Ackman recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spacex-ipo-not-official-hedge-fund-titans-pitch-elon-must-smart-plans/cLeFaT9REtY">proposed</a> an unconventional, fee-free SpaceX IPO via Pershing Square’s SPARC structure, with Tesla shareholders potentially getting priority access.Retail interest has surged as well. Over the past year, SpaceX’s watcher count on Stocktwits has more than doubled, while message volume has jumped roughly 1,600% over the past three months.<h1 class="st-heading-1">What Would It Mean For Tesla?</h1>It remains unclear what the real-world impact of a SpaceX-Tesla reverse merger would be, but online speculation has been intense. Many traders believe such a move could supercharge Tesla’s valuation, potentially making it easier for Musk to hit the ambitious performance milestones tied to his historic trillion-dollar compensation package.<a href="https://stocktwits.com/symbol/TSLA">Tesla stock</a>, however, has had a choppy start to the year. Shares are down nearly 2.8% year-to-date, with retail sentiment on Stocktwits sitting in ‘bearish’ territory heading into the week.Valuation concerns persist. Several analysts warn that Tesla trades at a forward P/E of roughly 227x, well above that of traditional automakers. By comparison, Toyota Motor, the world’s largest carmaker by volume, trades at about 13x forward earnings, while the U.S.-listed stock of the largest EV maker in the world, BYD, trades near 19x.For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this handout photo provided by SpaceX, a Tesla roadster launched from the Falcon Heavy rocket with a dummy driver named "Starman" heads towards Mars. (Photo by SpaceX via Getty Images)

SpaceX May Skip IPO In Favor Of Tesla Reverse Merger: Chamath Palihapitiya's Contrarian Bet

As IPO buzz swells around Elon Musk’s space giant, a top VC says the real endgame could be folding SpaceX into Tesla instead.

<ul class="summary-bullets"><li>Stock futures fell Sunday night as legal pressure on Fed Chair Jerome Powell and escalating tensions with Iran injected fresh uncertainty ahead of big-bank results.</li><li>Gold and silver surged to record highs, reflecting rising risk aversion even as retail sentiment toward precious-metal ETFs remained bearish.</li><li>SPY sentiment on Stocktwits was 'neutral', while QQQ remained 'bullish', suggesting investors are still leaning into tech strength despite broader unease.</li></ul>U.S. stock futures dipped late Sunday as investors braced for the start of earnings season while weighing a mix of domestic and geopolitical risks that could unsettle markets.As of 9:30 p.m. ET, S&amp;P 500 futures were down about 0.5%, Nasdaq 100 futures fell 0.7%, and Dow Jones futures dipped roughly 0.4%.Wall Street's focus this week will typically center on big banks that kick off earnings season, with JPMorgan Chase, Bank of America, Morgan Stanley and Goldman Sachs set to report December-quarter results. Their performance is often viewed as a bellwether for the broader U.S. economy and market health.Investors will also be closely watching the December consumer price index data due Tuesday. The market expects headline inflation to hold steady, while core CPI is forecast to tick slightly higher, a key data point for markets assessing the Federal Reserve's next move.However, two developments over the weekend threaten to overshadow everything else. First, Federal Reserve Chair Jerome Powell&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/jerome-powell-says-trump-subpeona-pretext-to-undermine-fed/cmU9VqIR43V">said</a> the Justice Department has issued grand jury subpoenas to the central bank and is threatening criminal charges related to his Senate testimony last June. Second, The Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/world/middle-east/major-trump-briefing-on-iran-options-planned-for-tuesday-5827429f?mod=hp_lead_pos2">reported</a> that President Donald Trump is set to meet with senior officials to discuss responses to escalating protests in Iran, including potential sanctions, cyber operations and even military strikes.Gold, Silver Spike On UncertaintyReflecting heightened anxiety, precious metals rallied sharply. Gold futures briefly surged above a record $4,600 an ounce, while silver futures spiked past $84 an ounce.On Stocktwits, retail chatter around&nbsp;<a href="https://stocktwits.com/symbol/GLD">SPDR Gold Shares ETF</a> (GLD) and&nbsp;<a href="https://stocktwits.com/symbol/SLV">iShares Silver Trust</a> (SLV) surged, pushing both tickers into the platform's top 10 trending symbols late Sunday. Despite the buzz, sentiment for both remained in 'bearish' territory.Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust</a> (SPY) and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust Series 1</a> (QQQ) ETFs ranked highest on retail traders' radar. Sentiment was mixed, with SPY tagged as 'neutral' and QQQ labeled 'bullish' — possibly signaling continued optimism around the AI-driven tech rally.<figure class="image"><img src="https://news.stocktwits-cdn.com/SPY_sentiment_meter_png_5cccd40463.webp" alt="SPY sentiment meter.png" width="1296" height="192"><figcaption>SPY sentiment and message volume as of Jan 11., 2026 | source:Stocktwits</figcaption></figure><figure class="image"><img src="https://news.stocktwits-cdn.com/QQQ_sentiment_meter_png_fd28e0782b.webp" alt="QQQ sentiment meter.png" width="1306" height="192"><figcaption>QQQ sentiment and message volume as of Jan 11., 2026 | source:Stocktwits</figcaption></figure>Stocks To WatchInvestor attention is also expected to turn to Allegiant Travel Co. (ALGT) and Sun Country Airlines Holdings (SNCY) when markets open Monday, after the low-cost carriers&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/allegiant-sun-country-team-up-in-1-5b-merger/cmU9S1aR43k">announced</a> a $1.5 billion cash-and-stock merger aimed at better competing with larger rivals.Other trending tickers include:<ul class="summary-bullets"><li>Critical Metals Corp (CRML): Retail interest surged amid reports of high-level discussions within the Trump Administration about acquiring Greenland — potentially including military options — to secure access to critical mineral resources. Focus has centered on the company's massive Tanbreez rare-earth project and the U.S. push to reduce reliance on Chinese supply chains.</li><li>MoonLake Immunotherapeutics (MLTX): The stock remained in focus after posting its best session in nearly three years on Friday, following favorable brokerage action tied to positive FDA feedback on its treatment for hidradenitis suppurativa, a chronic inflammatory skin disease.</li><li>Netflix (NFLX): Shares trended amid growing uncertainty around a potential acquisition of Warner Bros. Discovery, complicated by a competing Paramount–Skydance bid and recent analyst commentary.</li></ul>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. (Photo by Michael M. Santiago/Getty Images)

S&P 500, Nasdaq Futures Dip As Powell Subpoena, Iran Risks Threaten To Hijack Earnings Week

 With Big Bank earnings and inflation data ahead, markets open the week on edge as political and geopolitical shocks steal the spotlight.

Take-Two Interactive Software, Inc. (TTWO) shares tumbled more than 6% in after-hours trading on Thursday, as yet another delay in the release of its flagship gaming franchise overshadowed the company’s upbeat fiscal second-quarter results.TTWO Q2 Earnings SnapshotTake-Two reported adjusted earnings per share (EPS) of $1.46, topping estimates of $0.94, on revenue of $1.96 billion versus a consensus of $1.74 billion. Total net bookings rose 33% year-over-year to $1.96 billion, with recurrent consumer spending (RCS) up 20%, accounting for 73% of total bookings. The beat was driven by strong performances from "NBA 2K26", "Mafia: The Old Country", and several mobile titles. However, the company said it would delay the release of "Grand Theft Auto VI" to next year.GTA 6 Is Delayed ... Again"Rockstar Games has announced that Grand Theft Auto VI will now be released on November 19, 2026, giving the team some additional time to finish the game with the high level of polish players expect and deserve," Take-Two said in a statement.&nbsp;Rockstar Games, Take-Two's subsidiary, created the "Grand Theft Auto" franchise, a long-running crime saga set in a fictionalized Miami. The last major entry, "GTA V", was released in September 2013, and fans have been eagerly awaiting its sequel ever since.In the early 2020s, GTA 6 rumors dominated gaming forums and social media, giving rise to the viral meme: "We got X before GTA 6," where X stands in for any unusual development, including rumored alien sightings.During the earnings call, CEO Strauss Zelnick defended the delay, emphasizing quality over deadlines: "Yes, the drivers are a desire to deliver as perfect an entertainment experience as we possibly can," Zelnick said. "It's always painful when we move a date, but we've never regretted it in retrospect. I would like to point out that we have some competitors in the event where more polish was required and required slipping a date, they chose not to slip the date, and they did so at their peril."Zelnick also noted that "GTA V" has now sold 220 million units worldwide, reportedly making it the second-best-selling game ever, behind Mojang Studios' "Minecraft."Some Silver Linings ExistTake-Two announced other positive updates, including "NBA 2K All-Star" in China reaching 8 million registered users within six months, and mobile titles like "Toon Blast", "Match Factory!", "Color Block Jam" and "Empires &amp; Puzzles" are driving significant growth.Analysts at CFRA remained upbeat: "The additional development time positions GTA VI to potentially exceed the franchise's historical ~$1 billion launch-quarter performance," CFRA said, adding that management's raised FY26 net bookings guidance to $6.4–$6.5 billion reflects confidence in execution.No Shortage Of Memes, ThoughStill, the delay dominated online chatter. Social media, including Stocktwits, lit up with memes and jokes about the announcement. Even Guinness World Records joined in,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/GWR/status/1986548854389432512">posting</a> on X (formerly Twitter): "Current record for the longest development period for a video game? 14 years and 43 days… Duke Nukem Forever," it wrote, embedding Rockstar's post about GTA 6 delays.On Stocktwits, one user&nbsp;<a href="https://stocktwits.com/JFDI/message/635299298">remarked</a>: "$TTWO dinged hard on GTA news."<stembedurl>https://stocktwits.com/JFDI/message/635299298</stembedurl>&nbsp;Despite the after-hours sharp selloff, sentiment on Stocktwits turned "extremely bullish" (92/100), hitting near year-high levels amid "extremely high" message volume.<figure class="image"><img style="aspect-ratio:1302/1416;" src="https://news.stocktwits-cdn.com/TTWO_sentiment_and_message_volume_png_a7f55399f7.webp" alt="TTWO sentiment and message volume.png" width="1302" height="1416"><figcaption>TTWO sentiment and message volume as of Nov. 6, 2025. | Chart: Stocktwits</figcaption></figure>"This dip is just catching up because the whole market dipped. GTA 6 delay is just delaying billions of dollars by 6 months no big deal for long term investors,"&nbsp;<a href="https://stocktwits.com/Marsh_B/message/635268803">said</a> one bullish retail investor.<stembedurl>https://stocktwits.com/Marsh_B/message/635268803</stembedurl>"They are trying to come out with the perfect game. What is another 5 or 6 years if we have already waited for so long? I would rather wait another 20 years and have perfection than have a product that is only 90% ready right now,"&nbsp;<a href="https://stocktwits.com/KRODJANAAAAAAA/message/635290342">posted</a> another user.<stembedurl>https://stocktwits.com/KRODJANAAAAAAA/message/635290342</stembedurl>On Wall Street, analysts remain overwhelmingly positive. Of the 27 research firms covering TTWO, 24 rate it a 'Buy' or 'Strong Buy,' per Koyfin data. The stock has surged by more than 35% this year, outperforming both the S&amp;P 500 and the Nasdaq indices.For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, a Grand Theft Auto VI logo seen displayed on a smartphone. (Photo Illustration by Mateusz Slodkowski/SOPA Images/LightRocket via Getty Images)

'GTA 6' Delayed Again — And TTWO Stock Is Paying The Price Despite Q2 Profit Beat

Grand Theft Auto VI will now launch on Nov. 19, 2026, as Rockstar Games takes additional time to “polish” the release.

GTA 6 Delayed Again — And TTWO Stock Is Paying The Price Despite Q2 Profit Beat

Grand Theft Auto VI will now launch on Nov. 19, 2026, as Rockstar Games takes additional time to “polish” the release.


<ul class="summary-bullets"><li>NYC REITs — ESRT, VNO, and SLG — fell amid investor anticipation of pressure on rental income and office demand.</li><li>Flagstar Financial (FLG) also dipped amid concerns over its loan exposure to rent-stabilized properties.</li><li>All three REIT stocks are in the red this year.</li></ul>Democratic nominee Zohran Mamdani defeated former New York Gov. Andrew Cuomo, who ran as an independent, and Republican nominee Curtis Sliwa in the closely watched New York City mayoral election, securing over 50% of the vote.Polls closed at 9 p.m. ET on Tuesday, with voter turnout reaching levels not seen in more than 50 years, according to media reports.Throughout his campaign, Mamdani advocated for a rent freeze on rent-stabilized apartments, free public buses, and the creation of city-owned grocery stores. Those proposals have rattled investors in companies with exposure to New York City’s rent-regulated real estate market, where roughly 1 million apartments are rent-stabilized, CNBC reported.A freeze on rent hikes could weigh on profits. Mamdani’s socialist-leaning platform could also lead to more selective corporate spending and potential outmigration from the city, dampening demand for office space, according to Mizuho’s Vikram Malhotra.Analysts have identified at least four stocks that could see volatility following Mamdani’s victory. Here's what we know about them following recent Q3 results:<h1 class="st-heading-1">Empire State Realty Trust (ESRT)</h1>This New York-based REIT owns, manages, and repositions office and retail properties. Shares closed nearly 1% lower on Election Day and extended losses in after-hours trading.Last week, the company reported Q3 funds from operations (FFO) of $0.23 per share, down from $0.25 a year earlier, while revenue slipped to $197.7 million from $199.6 million. However, Manhattan office occupancy rose 80 basis points sequentially to 90.3%, and total commercial occupancy reached 90.0%.On Stocktwits, retail sentiment remained 'neutral', while message volume remained at normal levels.<figure class="image"><img style="aspect-ratio:1314/1366;" src="https://news.stocktwits-cdn.com/ESRT_stocktwits_png_5af4b101df.webp" alt="ESRT stocktwits.png" width="1314" height="1366"><figcaption>ESRT stock vs sentiment YTD. | Chart: Stocktwits</figcaption></figure>According to Koyfin, short interest rose from 2.8% at the start of the year to 3.4% last week. Of seven Wall Street analysts, three rate it 'Hold', three rate it 'Buy'/'Strong Buy', and one rates it 'Sell'.<a href="https://stocktwits.com/symbol/ESRT">ESRT stock</a> is down nearly 30% year to date.<h1 class="st-heading-1">Vornado Realty Trust (VNO)</h1>Another major NYC REIT, Vornado owns or manages nearly 20 million square feet of Manhattan office space and 2.4 million square feet of retail properties. Shares fell almost 5% on Election Day and continued to decline after hours.On Monday, the company reported Q3 net income of $11.6 million, swinging from a loss in the prior year. FFO rose, helped by property sales, lease resets, and a master lease deal with NYU at 770 Broadway. Vornado also acquired 623 Fifth Avenue for $218 million, with redevelopment plans underway. The company did not issue forward guidance.On Stocktwits, investor sentiment was 'neutral', while message volume tripled over the past month amid discussions of stock levels and the “Mamdani effect.”<figure class="image"><img style="aspect-ratio:1312/1362;" src="https://news.stocktwits-cdn.com/VNO_stocktwits_png_2e5ca88787.webp" alt="VNO stocktwits.png" width="1312" height="1362"><figcaption>VNO stock vs sentiment YTD. | Chart: Stocktwits</figcaption></figure>Short interest declined from 7.3% to 3.7% since January. Of 15 analysts, eight rate it 'Hold', four 'Buy', and three 'Sell'/'Strong Sell'.<a href="https://stocktwits.com/symbol/VNO">VNO stock</a> is down more than 14% this year.<h1 class="st-heading-1">SL Green Realty Corp. (SLG)</h1>Calling itself “Manhattan’s largest office landlord,” SL Green owns interests in 53 buildings totaling 30.7 million square feet as of September. Shares dipped 0.3% on Election Day and another 0.6% in extended trading.Last month, the company posted Q3 net income of $0.34 per share, beating estimates, while FFO climbed to $1.58 from $1.13 a year earlier. SLG signed 52 Manhattan office leases totaling 658,000 square feet and entered a $730 million deal to acquire Park Avenue Tower, expected to close in early 2026. It projects Manhattan office occupancy at 93.2% by year-end 2025.Barclays analyst Brendan Lynch recently trimmed the firm’s price target to $59 from $60, maintaining an 'Equal Weight' rating.On Stocktwits, sentiment was 'neutral', with the score slightly lower than at the start of the year, and message volume was 'normal'.<figure class="image"><img style="aspect-ratio:1316/1368;" src="https://news.stocktwits-cdn.com/SLG_stocktwits_png_552a04ab69.webp" alt="SLG stocktwits.png" width="1316" height="1368"><figcaption>SLG stock vs sentiment YTD. | Chart: Stocktwits</figcaption></figure>Short interest dipped from 9.8% to 8.9%. Of 19 analysts, 11 rate it&nbsp;Hold, seven rate it 'Buy'/'Strong Buy', and one rates it 'Sell'.<a href="https://stocktwits.com/symbol/SLG">SLG stock</a> is down over 26% this year.<h1 class="st-heading-1">Flagstar Financial Inc. (FLG)</h1>Unlike the others, Flagstar is a regional bank with significant exposure to loans tied to rent-stabilized units in New York. Following Mamdani’s primary win in June, those holdings drew a lot of attention, according to a Deutsche Bank note.FLG shares closed 2.4% lower on Tuesday but edged higher in extended trading.Last month, the company posted a slightly wider-than-expected Q3 loss per share, though revenue of $519 million topped forecasts. Tangible book value stood at $17.32, and its CET1 ratio at 12.45%. CEO Joseph Otting highlighted progress on strategic goals and balance sheet improvement.Flagstar recently received approval from the Office of the Comptroller of the Currency to merge with Flagstar Bank, with the bank as the surviving entity.On Stocktwits, investor sentiment has turned 'bearish' from&nbsp;'neutral' six months ago, and message volume has remained subdued.<img src="https://news.stocktwits-cdn.com/FLG_stocktwits_png_c80f869b13.webp" alt="FLG stocktwits.png">Short interest has held steady around 12% this year. Of 18 analysts, 11 rate it 'Hold' and seven 'Buy'/'Strong Buy'.<a href="https://stocktwits.com/symbol/FLG">FLG stock</a> is up more than 16% year to date, outperforming the S&amp;P 500.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Democratic New York City mayoral candidate Zohran Mamdani delivers remarks at his election night watch party at the Brooklyn Paramount on November 04, 2025 in the Brooklyn borough in New York City. (Photo by Michael M. Santiago/Getty Images)

Zohran Mamdani Wins NYC Election: These 4 Stocks Could Face Pressure From His Rent-Freeze Calls — Are You Exposed?

The Democrat's NYC mayoral win has spooked investors, as his agenda is seen as a threat to profits from rent-regulated real estate.

MoonLake Immunotherapeutics’ shares plunged about 85% in early premarket trading on Monday after Wall Street analysts panned data from a late-stage trial of its skin drug, setting the stock up for its worst day on record.The company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/moonlake-immunotherapeutics-stock-buzz-phase-3-skin-drug-sonelokimab-retail-buyout-speculation/chDMkd8R3e6">reported</a> 16-week results from its Phase 3 VELA-1 and VELA-2 trials of sonelokimab in patients with moderate-to-severe hidradenitis suppurativa (HS), also known as acne inversa — a chronic inflammatory condition characterized by painful, boil-like nodules that can rupture, drain pus, and leave scars.In VELA-1, sonelokimab patients achieved a 17-percentage-point higher response rate versus placebo; in VELA-2, the gap was 9 points under the composite analysis. Using the treatment-policy approach, both trials showed statistically significant results: 35% and 36% for sonelokimab versus 18% and 26% for placebo.The mixed data disappointed analysts. Stifel cut its rating to ‘Hold’ from ‘Buy’ and slashed its price target to $13 from $77, saying the results were “significantly worse than expected” and trimming its estimated probability of success for the HS indication to 33% from 75%.RBC Capital also downgraded the stock to ‘Sector Perform’ from ‘Outperform’, and lowered its price target to $10 from $67, calling the results a “near-miss” statistically and warning the drug’s effect size looked uncompetitive.Retail traders on Stocktwits took the opposite view, driving sentiment for MLTX to ‘extremely bullish,’ and the mood is poised to hit the highest level of the year.<figure class="image"><a href="https://stocktwits.com/symbol/MLTX"><img style="aspect-ratio:1300/190;" src="https://news.stocktwits-cdn.com/MLTX_stock_sentiment_and_message_volume_Sep_29_premarket_png_916821fc47.webp" alt="MLTX stock sentiment and message volume Sep 29 premarket.png" width="1300" height="190"></a><figcaption>MLTX stock sentiment and message volume Sep 29 premarket. | source: Stocktwits</figcaption></figure>“These kind of monster plunges are a good chance to make an easy 20% trade. Again, despite a disaster, Sono looks approvable and psA is still on deck. Buyer at 7-8 at any time,” said one user.<stembedurl>https://stocktwits.com/CH_Expat/message/630296273</stembedurl>“MLTX results are good everyone being melodramatic about placebo response in second study,” posted another.<stembedurl>https://stocktwits.com/Ataifanboymentalhealthz/message/630283841</stembedurl>As of Friday’s close, MoonLake shares were up more than 14% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Why Is MoonLake Immunotherapeutics Stock Crashing Premarket?

RBC Capital downgraded the stock, calling the results a “near-miss” statistically and warning that the drug’s effect size looked uncompetitive.

Tesla Inc. shares rose nearly 1.3% in early premarket trading on Monday, buoyed by bullish retail sentiment as investors weighed fresh developments in its autonomous driving push and a potential political boost.The company has received approval to begin testing autonomous vehicles with safety monitors in Arizona, Bloomberg<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-20/tesla-wins-approval-to-test-autonomous-vehicles-in-arizona">&nbsp;reported</a>. Tesla applied for permits from the Arizona Department of Transportation in late June to test and operate self-driving cars, both with and without a driver. Arizona becomes Tesla's third state for autonomous vehicle testing, alongside Texas and Nevada.Adding to the momentum, U.S. President Donald Trump and Tesla CEO Elon Musk appeared&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-musk-reunite-charlie-kirk-memorial-tesla-bulls-circle-of-trust/chDQIRTR3Tz">together</a> publicly for the first time since their high-profile fallout earlier this year. The two shared a handshake and a private suite during the memorial service for conservative activist Charlie Kirk. Musk later posted a photo of himself with Trump on X, captioning it: "For Charlie."Their reunion follows months of tension after Musk blasted Trump's tax-and-spending measure as a "disgusting abomination" for removing EV tax credits, a spat that dented Tesla shares amid fears of regulatory backlash.Retail traders on Stocktwits welcomed the apparent thaw, with Tesla among the most active stocks by trading volume premarket.<figure class="image"><a href="https://stocktwits.com/symbol/TSLA"><img style="aspect-ratio:1320/930;" src="https://news.stocktwits-cdn.com/TSLA_retail_sentiment_vs_stock_move_YTD_Sep_22_premarket_png_b52cb26763.webp" alt="TSLA retail sentiment vs stock move YTD Sep 22 premarket.png" width="1320" height="930"></a><figcaption>TSLA retail sentiment vs stock move YTD Sep 22 premarket. | source: Stocktwits</figcaption></figure>"The market loves a good reunion! Elon and Trump shaking hands and appearing to be on good terms. With their previous feud weighing on the stock, this could be the catalyst to send TSLA soaring on Monday!" one user wrote.<stembedurl>https://stocktwits.com/ElonMustLoveYou/message/629471877</stembedurl>Another added: "Green Day for $TSLA tomorrow," posting a photo of Musk and Trump together.<stembedurl>https://stocktwits.com/peloswing/message/629448083</stembedurl>Tesla shares are coming off their third straight weekly gain, with Stocktwits sentiment at 'extremely bullish' levels amid 'high' message volume. After spending much of the year in the red, Tesla stock is now up 5.5% in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tesla CEO Elon Musk attends the memorial service for political activist Charlie Kirk at State Farm Stadium on September 21, 2025 in Glendale, Arizona. (Photo by Joe Raedle/Getty Images)

Tesla Stock Rises Premarket: New Robotaxi Approval, Musk-Trump Reunion Warms Retail Trader Hearts

Arizona becomes Tesla's third state for autonomous vehicle testing, alongside Texas and Nevada.

Starbucks Corp. shares fell for a second consecutive session on Thursday but edged up after hours, with retail traders remaining largely optimistic about the coffee chain's turnaround under new CEO Brian Niccol.There could be more upside heading into Friday, as a Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/starbucks-china-valued-about-5-billion-by-bidders-sources-say-2025-09-05/">report</a>, citing two people familiar with the matter, stated that Starbucks' China operations have attracted multiple bidders, valuing the business at up to $5 billion. A deal would help the company monetize a stake in its second-largest market, where it faces sluggish economic growth and fierce competition from local brands.Bloomberg previously&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/Starbucks-china-operations-jd-tencent-kkr-among-potential-investors/chr3YU9RdGt">reported</a> that Starbucks had shortlisted about a dozen firms, including private equity giants Carlyle and KKR, to bid for a potential investment or partnership in China. Starbucks has not publicly commented on the reports.Despite being the U.S. chain's key growth market, China has seen Starbucks lose ground to rivals like&nbsp;<a href="https://stocktwits.com/symbol/LKNCY">Luckin Coffee</a> (LKNCY) and Cotti Coffee, both of which have grown rapidly with cheaper offerings and frequent product launches.On Thursday, Macquarie analyst Linda Huang initiated coverage of Luckin with an 'Outperform' rating and a $52 price target, citing China's coffee boom as per-capita consumption rises.&nbsp;Luckin has already surpassed Starbucks as China's largest coffee chain, operating 26,000 stores as of mid-2025, and is expected to post annual net profit growth of at least 20%, according to Huang.Valuations reflect the divergence:&nbsp;<a href="https://stocktwits.com/symbol/SBUX">Starbucks</a> trades at a forward P/E of 34.8x compared with Luckin's 17x. U.S.-listed shares of Luckin have gained more than 44% this year, while Starbucks shares have slipped by over 4.5%, according to Koyfin.On Stocktwits, sentiment has been contrarian: Starbucks retains a largely ‘bullish’ retail following, while investors remain mostly ‘bearish’ on Luckin.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-warns-of-substantial-chip-tariffs-on-foreign-firms/chw4yVVRdpI">Trump Warns Of ‘Substantial’ Chip Tariffs On Foreign Firms, Says Apple CEO Tim Cook ‘In Pretty Good Shape’</a>

The Starbucks logo on a white column at the 3rd China International Supply Chain Expo. (Photo by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Starbucks Said To Have Landed $5B Valuation For China Business Amid Intense Battle With Luckin Coffee

Luckin has already surpassed Starbucks as China's largest coffee chain, operating 26,000 stores as of mid-2025, and is expected to post annual net profit growth of at least 20%, according to an analyst.

Tesla said its Robotaxi app is now available to all iOS users in the U.S., with access set to expand soon, according to the company.Users can join the waitlist directly through the app, the company's official handle<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/robotaxi/status/1963427931700531676">&nbsp;posted</a> on X early Thursday.Tesla clarified in its FAQ: "If your ride is taking place without a safety driver present in the driver's seat, it is being conducted autonomously."&nbsp;The company added: "Safety monitors are only in the driver's seat for trips that involve highway driving, as a self-imposed cautious first step toward expanding to highways."CEO Elon Musk touted the milestone on X,<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/1963454171002060897">&nbsp;posting</a>: "Robotaxi app now available for download."Tesla first launched the service in June in Austin with 10–20 Model Y SUVs, later expanding to offer a non-autonomous rideshare service in San Francisco's Bay Area amid an escalating self-driving battle with Alphabet’s Waymo.Last month, it increased its Austin robotaxi fleet by 50% and nearly doubled coverage, from 91 to 173 square miles.Meanwhile, new laws and restrictions for autonomous vehicles took&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://thedailytexan.com/2025/08/27/texas-to-enforce-new-autonomous-vehicle-rules-amid-safety-concerns/">effect</a> in Texas at the start of this month, as self-driving cars increasingly become a more ubiquitous sight on roads.Tesla’s stock has shed more than 14% this year, with retail sentiment on Stocktwits last at ‘extremely bearish’ levels, dragged by worries about earnings falling short of estimates, slipping sales and Musk’s fractured relationship with President Donald Trump.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-s-newly-launched-model-y-l-emerges-china-growth-driver-as-orders-power-past-120-000/chw5rPTRdo1">Tesla’s Newly-launched Model Y L Emerges China Growth Driver As Orders Power Past 120,000</a>&nbsp;

A driverless Tesla Robotaxi, with a man serving as a safety monitor in the front passenger seat, rolls along Laguna Drive in Southeast Austin, Friday, June 27, 2025. (Jay Janner/Austin American-Statesman via Getty Images)

Tesla Robotaxi App Rolls Out Nationwide, But Only For iPhone Users: Human Monitors Slide Into Driver's Seat For Highway Trips

Customers can join the waitlist as service expands beyond the Austin pilot.

Tesla Robotaxi App Rolls Out Nationwide, But Only For iPhone Users

Customers can join the waitlist as service expands beyond the Austin pilot.


Kraft Heinz Co. shares tumbled nearly 7% on Tuesday, marking their worst session since May 2022, after the company said its board had approved a plan to split the food giant into two independent, publicly traded companies through a tax-free spin-off.The&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kraft-heinz-to-split-into-two-independent-public-companies/chv684IRdnY">news</a> sent 24-hour message volume for the stock soaring by a whopping 8,500% on Stocktwits, where investors turned 'extremely bullish' by the end of the day, indicating they are eyeing a rebound. KHC's retail sentiment score (92/100) ended at its highest this year on Tuesday.<figure class="image"><img style="aspect-ratio:1318/942;" src="https://news.stocktwits-cdn.com/KHC_stock_sentiment_and_message_volume_on_Sept_2_2025_png_8419cb2364.webp" alt="KHC stock sentiment and message volume on Sept 2 2025.png" width="1318" height="942"><figcaption>KHC stock sentiment and message volume on Sept 2 2025. | source: Stocktwits</figcaption></figure>Backing their belief was Morgan Stanley, which upgraded Kraft Heinz to 'Equal Weight' from 'Underweight' with a price target of $29, up from $28, which implies a more than 11% upside from the last close.The firm's prior underweight thesis has "largely played out" and estimates for the stock are now "more reasonable", the analyst tells investors in a research note, according to a summary on The Fly.While Kraft Heinz's fiscal-year 2026 growth is likely to remain pressured, the planned separation will limit the downside, the research firm added."Just remember what happened to GE when they split into 3 separate companies," said one bullish user on KHC's Stocktwits stream.<stembedurl>https://stocktwits.com/StockBraker/message/627216323</stembedurl>Another optimist urged investors to "seize this opportunity," arguing that KHC's split "changes nothing" as the company will "make the same money."<stembedurl>https://stocktwits.com/Azure5/message/627251354</stembedurl>One company from the split, temporarily referred to as "Global Taste Elevation Co.", will house Kraft Heinz's international portfolio of sauces, spreads, seasonings, and shelf-stable meals. It generated $15.4 billion in net sales in 2024 and will include iconic brands such as Heinz, Philadelphia, and Kraft Mac &amp; Cheese.&nbsp;The second company, "North American Grocery Co.", will focus on staple grocery brands in the U.S. and Canada. It brought in $10.4 billion in 2024 sales and will include Oscar Mayer, Kraft Singles, and Lunchables.&nbsp;Earlier in the day, Mizuho analyst John Baumgartner said Kraft Heinz's plan to split "likely strengthens the floor under the stock," but added that questions about growth would limit the magnitude of near-term upside.Kraft Heinz stock has lost over 15% this year, compared with rival Mondelez's 3.5% gain and General Mills' 22.6% tumble.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/warren-buffett-disappointed-kraft-heinz-split/chv6uIdRdFP">Warren Buffett Masterminded The Kraft Foods, HJ Heinz Merger A Decade Ago – Its Split Has ‘Disappointed’ The Oracle Of Omaha</a>

In this photo illustration, a bottle of Heinz tomato ketchup is displayed next to a box of Kraft Mac & Cheese on September 02, 2025 in San Anselmo, California. (Photo Illustration by Justin Sullivan/Getty Images)

Kraft Heinz Stock Wins Upgrade After Brutal Selloff: Analyst Says Break-Up Case Limits Downside

Earlier in the day, Mizuho analyst John Baumgartner said Kraft Heinz's plan to split "likely strengthens the floor under the stock.”