<ul class="summary-bullets"><li>While the report acknowledged legitimate uses, the Treasury maintained that mixers still remain a concern for illicit finance.</li><li>It’s asked Congress to adopt a digital asset “hold law” allowing financial institutions to temporarily freeze suspicious assets during investigations.</li><li>The department also called for clearer rules defining which participants in decentralized finance should face anti-money-laundering obligations.</li></ul>The U.S. Treasury Department told Congress this month that crypto mixers can have legitimate financial privacy uses, marking a notable shift from its earlier view that labeled the services as money-laundering hubs and imposed sanctions on Tornado Cash in 2022."Lawful users of digital assets may leverage mixers to enable financial privacy when transacting through public blockchains," the department&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://home.treasury.gov/system/files/246/GENIUS-Act-Illicit-Finance-Innovation-Congressional-Report-March-2026.pdf">stated</a> in its report. “As consumers increase their use of digital assets for payments, individuals may want to use mixers to maintain more privacy of their consumer spending habits.”While the report acknowledged legitimate uses, the Treasury maintained that mixers still remain an avenue of crypto crime.<h2 class="st-heading-2">What Are Crypto Mixers?</h2>Mixers are software tools designed to obscure the origin and destination of cryptocurrency transactions by pooling and redistributing funds. Law enforcement agencies have long argued that the technology can help criminals conceal proceeds from hacking, fraud, and sanctions evasion.In 2022, the U.S. Treasury’s Office of Foreign Assets Control (OFAC) alleged that Tornado Cash had been used to launder over $7 billion in cryptocurrency since 2019. It said that the North Korean hacking collection, the Lazarus Group, used Tornado Cash to launder over $455 million stolen in the Ronin Bridge heist and put the service on the Specially Designated Nationals (SDN) list. This made it illegal for any U.S. citizen to conduct transactions on Tornado Cash.In its report, the Treasury said the policy challenge lies in balancing privacy protections with the need to keep financial crime at bay.<h2 class="st-heading-2">Treasury Calls For New Authorities To Combat Crypto Crime</h2>The report asked Congress to adopt new legal tools specifically to address illegal cryptocurrency transactions. It proposed a digital asset-specific “hold law” that would allow financial institutions to temporarily freeze suspicious assets during a short investigative period. Treasury said the authority could give banks and other intermediaries a safe harbor when responding to potentially unlawful transactions.The department also recommended clearer rules for decentralized finance (DeFi) platforms. It suggested that lawmakers specify which participants in the ecosystem should be subject to anti-money laundering and counterterrorism financing obligations, based on the roles they play and the risks they pose.It proposed that Section 311 of the USA PATRIOT Act should be expanded to include a “sixth special measure.” That authority would allow Treasury to prohibit or impose conditions on certain digital asset transfers even when they are not tied to traditional banks.The overall cryptocurrency market edged 0.4% higher in the last 24 hours, climbing back above $2.4 trillion.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> rose 0.2% to almost $68,000 while Ethereum (ETH) jumped 1.6% to rouch $2,000 and led gains among crypto majors on Monday morning. Retail sentiment around&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum</a> on Stocktwits remained in ‘bearish’ territory over the past day.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-hits-67000-while-surge-in-oil-prices-tanks-nikkei-kospi/cZdVIYORI4U">Bitcoin Hits $67,000 While Surge In Oil Prices Tank Nikkei, KOSPI</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representative image of the Capitol overlayed with market data. (Photo by Douglas Rissing/Getty Images)

US Treasury Softens Stance On Crypto Mixers, Citing Legitimate Privacy Needs – Seeks New Powers To Combat Crime

The move comes three years after the Treasury Department alleged that Tornado Cash had been used to launder over $7 billion in cryptocurrency and put the service on the Specially Designated Nationals list. 

Cryptocurrency

The move comes three years after the Treasury Department alleged that Tornado Cash had been used to launder over $7 billion in cryptocurrency and put the service on the Specially Designated Nationals list. 


<ul class="summary-bullets"><li>DNKG declined 1.6%, while FLUT stock dropped 2.2% in Monday’s premarket session.</li><li>The rise of Kalshi and Polymarket has pressured DraftKings and Flutter shares in recent months.</li><li>Stocktwits sentiment for DKNG and FLUT was ‘neutral.’</li></ul>Shares of DraftKings and Flutter Entertainment fell in the early premarket on Monday after the Wall Street Journal reported that prediction market platforms Kalshi and Polymarket, seen as the emerging challenger in the sports betting industry, were in talks to raise fresh funding.<a href="https://stocktwits.com/symbol/DKNG">DraftKings shares</a> declined 1.6%, while&nbsp;<a href="https://stocktwits.com/symbol/FLUT">Flutter shares</a> dropped 2.2%. U.S. stocks were broadly lower Monday morning as investors assessed the ongoing U.S. offensive in Iran and its potential impact on oil prices and the global economy.&nbsp;Kalshi and Polymarket are both in discussions with potential investors about fundraising rounds that would value them at close to $20 billion, the Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/finance/kalshi-and-polymarket-are-each-eyeing-roughly-20-billion-valuations-d7b9c5d8?mod&amp;#61;business_feat1_deals_pos1">reported</a>, citing its sources.Kalshi was valued a $11 billion when it raised $1 billion in December from investors including Paradigm and Sequoia Capital. Polymarket was last valued at $9 billion in October after New York Stock Exchange owner Intercontinental Exchange agreed to invest up to $2 billion.<h2 class="st-heading-2">Prediction Market Challenge</h2>The rise of these two platforms has pressured DraftKings and Flutter, which operates FanDuel, in recent months, even as companies and investors <a href="https://stocktwits.com/news-articles/markets/equity/what-did-draft-kings-say-about-prediction-markets/cZR5gGDR4sB">remain divided</a> over how much prediction market wagering could affect demand for iGaming.Separate regulatory approvals for both services, as well as&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/world/middle-east/bets-on-fate-of-irans-khamenei-spark-uproar-at-leading-prediction-markets-045f093d?mod=article_inline">growing scrutiny</a> of Kalshi and Polymarket over controversial wagers, including bets tied to the fate of Iran’s Supreme Leader Ali Khamenei, have further complicated the equation.&nbsp;DraftKings and Flutter have responded by launching their own prediction market offerings in recent months. Still, year to date, DNKG stock is down 27%, and FLUT stock is down 47%, with both tickers having a ‘neutral’ Stocktwits sentiment as of the last reading.Last week, DraftKings&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/what-did-draft-kings-say-about-prediction-markets/cZR5gGDR4sB">forecast</a> annual revenue below analysts’ expectations, sending its stock tumbling and reviving fears that new prediction market platforms are eating into its core iGaming and sports betting businesses.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/plug-stock-drops-3-premarket-after-plan-to-supply-hydrogen-power-in-potential-trump-backed-auction/cZdVWmVRIIe">PLUG Stock Drops 3% Premarket After Plan To Supply Hydrogen Power In Potential Trump-Backed Auction</a>&nbsp;

DraftKings Sportsbook at Foxwoods Resort Casino, Tuesday, May 6, 2025. (Dave Zajac/Connecticut Post via Getty Images)

DKNG, FLUT Stocks Drop After Reported Fundraising Talks At Kalshi, Polymarket At $20B Valuation

Kalshi and Polymarket are seen as emerging challengers in the sports betting industry.

Equity

Kalshi and Polymarket are seen as emerging challengers in the sports betting industry.


<ul class="summary-bullets"><li>Plug Power shares are heading for a close in the red for a third straight day.</li><li>Bloomberg reported over the weekend that Plug Power is planning to offer hydrogen electricity in a potential special auction by the biggest U.S. power grid.</li><li>Although Stocktwits sentiment for PLUG was ‘extremely bullish,’ some retail investors were confused over the muted stock move.</li></ul>Plug Power, Inc. shares declined nearly 3% in early premarket trading on Monday, after closing in the red in the last two sessions.Over the weekend, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-07/plug-power-plans-hydrogen-offering-in-top-us-power-grid-auction">reported</a> that Plug Power is planning to offer hydrogen electricity in a potential special auction by the biggest U.S. power grid.The company, known for its hydrogen fuel cell systems and green hydrogen used to power forklifts, vehicles and industrial equipment, plans to offer as much as 250 megawatts in an auction President Donald Trump is eager to make happen later this year, Plug Power Chairman Andy Marsh&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-07/plug-power-plans-hydrogen-offering-in-top-us-power-grid-auction">told</a> Bloomberg.Grid operator PJM Interconnection has been facing looming power shortages as AI-driven data center demand surges, prompting the Trump administration to urge an emergency power auction two months ago.The move would mark a strategic shift for the company: Plug’s main business is hydrogen-powered forklifts, but it has been shifting focus to also supply both the gas and the systems used to produce it.Plug Power has been in the news lately after reporting improved results and outlining a turnaround plan under a new CEO, Jose Luis Crespo, even as investors watch its push toward profitability and the expansion of hydrogen applications.On Stocktwits, the retail sentiment for PLUG climbed higher in the ‘extremely bullish’ zone, which it entered last Wednesday, although some traders questioned the muted stock move.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_09_at_2_16_48_PM_png_ef45f214b1.webp" alt="Screenshot 2026-03-09 at 2.16.48 PM.png" width="702" height="82"><figcaption>PLUG sentiment and message volume as of March 9 | Source: Stocktwits</figcaption></figure>“$PLUG hopefully next week, more substantial stuff happens. the way this stock is flat is unbelievable,”&nbsp;<a href="https://stocktwits.com/GreenElite/message/646924766">said</a> a user.Despite the recent drop, <a href="https://stocktwits.com/symbol/PLUG">PLUG shares</a> are up 8% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/shopify-stock-to-rally-15-more-analyst-sees-boost-from-open-ai-s-chat-gpt-checkout-rollback/cZdVg09RII2">Shopify Stock To Rally 15% More? Analyst Sees Boost From OpenAI’s ChatGPT Checkout Rollback</a>

In this photo illustration, the Plug Power logo is seen displayed on a smartphone screen.

PLUG Stock Drops 3% Premarket After Plan To Supply Hydrogen Power In Potential Trump-Backed Auction

Plug Power has been working to broaden the range of applications for its hydrogen-powered energy solutions.

<ul class="summary-bullets"><li>Tether and USD Coin continue to dominate the sector, accounting for the majority of the market’s supply.</li><li>Messari’s data shows PayPal USD was the strongest performer among major tokens.</li><li>According to Messari, the rebound suggests that stablecoin usage is strengthening even as policy debates in Washington over digital asset regulation continue, including the stalled CLARITY Act.</li></ul>The stablecoin market capitalization hit an all-time high of $313 billion on Sunday, signaling demand despite the crypto winter and tensions in the Middle East.Data from DefiLlama&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://defillama.com/stablecoins">showed</a> the stablecoin market capitalization increased 1.14% over the past week to $313.008 billion. The growth comes amid geopolitical uncertainty as the U.S.-Iran war escalates, resulting in a&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-hits-67000-while-surge-in-oil-prices-tanks-nikkei-kospi/cZdVIYORI4U">sharp increase in oil prices.</a>Tether (USDT) and Circle’s USDC (USDC) continue to dominate the sector, though smaller stablecoins like PayPal USD (PYUSD) are starting to capture more market share, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://messari.io/report/in-the-stables-inflows-surge-414-as-stablecoin-use-returns">research</a> from Messari.<h2 class="st-heading-2">Stablecoin Supply Climbs To New High</h2>USDT remains the largest stablecoin, accounting for about 62.5% of the market with a supply of roughly $183.5 billion. On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/coins/tether">Tether</a> trended in ‘bearish’ territoryover the past day.<img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_09_044048_png_217d124603.webp" alt="Screenshot 2026-03-09 044048.png">Circle’s USDC holds the second-largest share of the market at 25.5%. According to a&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/circle-usdc-overtakes-tether-stablecoin/cZd1JMxRI48">report</a> by Allium, Circle’s USDC surpassed Tether’s USDT in transfer volume in February. On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/coins/usd-coin">USDC</a> trended in the ‘neutral’ zone over the past day.<img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_09_044101_png_5e107fc617.webp" alt="Screenshot 2026-03-09 044101.png" width="1251" height="133">Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/paypal-usd">PayPal’s PYUSD</a> expanded 2.8% week-over-week as of March 4, putting it among the top winners for the week. Launched last year, it now has a market share of 1.4%. Retail sentiment around the stablecoin on Stocktwits remained in ‘neutral’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_09_044117_png_3e523b31e3.webp" alt="Screenshot 2026-03-09 044117.png" width="1252" height="124"></figure>According to Messari, the rebound suggests that stablecoin usage is strengthening even as policy debates in Washington over digital asset regulation continue, including the stalled CLARITY Act.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-hits-67000-while-surge-in-oil-prices-tanks-nikkei-kospi/cZdVIYORI4U">Bitcoin Hits $67,000 While Surge In Oil Prices Tank Nikkei, KOSPI</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representative image of a stablecoin pegged to the U.S. dollar (Photo by Manuel Augusto Moreno via Getty Images)

Stablecoin Market Cap Hits Record $313 Billion Amid US-Iran War, Crypto Winter

The total stablecoin market capitalization reached a record $313 billion, rising 1.14% over the past week, according to DefiLlama data.

<ul class="summary-bullets"><li>Founder Patrick Soon-Shiong said new data tied to the company’s IL-15 cancer immunotherapy platform will soon be submitted to regulators.</li><li>Soon-Shiong said the data relates to Anktiva, describing the IL-15 immune mechanism as a long-recognized “game changer” in cancer treatment.</li><li>He also said he hopes FDA Commissioner Marty Makary reviews the upcoming data closely.</li></ul>Shares of ImmunityBio Inc. (IBRX)&nbsp;fell over 3% in premarket trading on Monday,&nbsp;despite founder Patrick Soon-Shiong&nbsp;saying that new data tied to the company’s IL-15 cancer immunotherapy platform will soon be submitted to regulators.<a href="https://stocktwits.com/symbol/IBRX">IBRX stock</a> extended its losing streak to a fourth consecutive session on Friday, when shares declined more than 3% to close at $8.67.<h2 class="st-heading-2">Founder Signals Upcoming Data Submission</h2>Soon-Shiong&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DrPatrick/status/2030302511220101477">said on X</a> that additional data related to Anktiva, the company’s IL-15–based immune-activating therapy, will soon be submitted, describing the IL-15 mechanism as a long-recognized “game changer” in cancer research.He said institutions including the National Cancer Institute, National Institutes of Health (NIH) and the U.S. Food and Drug Administration (FDA) had recognized IL-15’s potential to stimulate immune responses against tumors since 2007.Soon-Shiong also said he hopes FDA Commissioner Marty Makary reviews the data closely once it is submitted. “Saving patients' bladders matters. Prolonging life matters. Quality of life matters. T cell and NK cell expansion matters. Duration matters,” he said.<h2 class="st-heading-2">Founder Cites Support For Anktiva’s Mechanism</h2>In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DrPatrick/status/2029901057242112203">separate post</a>, Soon-Shiong cited comments from former FDA associate commissioner Peter Pitts and NIH Director Jay Bhattacharya, saying they acknowledged that the mechanism of action described in Anktiva’s approved labeling supports the therapy’s scientific rationale.Soon-Shiong argued that the FDA’s growing emphasis on mechanism-based review could help accelerate patient access to therapies such as Anktiva.&nbsp;“This is what we have been presenting to the FDA for the past 6 months to desperately allow the 13,000+ requests from Americans to access Anktiva via this pathway,” Soon-Shiong said.&nbsp;The comments followed Soon-Shiong’s recent appearance on a television interview with Chris Cuomo on NewsNation, where he discussed policy developments and patient access to new cancer therapies.<h2 class="st-heading-2">FDA Pushes Faster Drug Reviews</h2>The remarks also come as the FDA has been signaling a push to accelerate review timelines for certain therapies. Makary recently&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DrMakaryFDA/status/2027411448930898358">highlighted on X</a> the agency’s approval of a lung cancer treatment 44 days after filing, describing the process as moving at an “Operation Warp Speed” pace to bring promising therapies to patients more quickly.The agency has also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-26/fda-to-give-staff-bonuses-for-speeding-up-drug-reviews">reportedly</a> launched initiatives to speed up drug reviews and recruit additional scientific staff to address regulatory backlogs and meet review deadlines.<h2 class="st-heading-2">Anktiva’s Regulatory Path Forward</h2>ImmunityBio’s lead therapy, Anktiva, is designed to stimulate immune responses by activating natural killer cells and T cells, enabling the body to mount a stronger response against tumors.The therapy is currently approved in the U.S. for patients with BCG-unresponsive carcinoma in situ, an aggressive form of bladder cancer that no longer responds to standard BCG treatment. ImmunityBio is now seeking to expand the drug’s approval to include BCG-unresponsive papillary bladder cancer, which represents a significantly larger patient population.The company previously received a refusal-to-file letter from the FDA for its application seeking that expanded indication and has said it plans to resubmit a biologics license application by the fourth quarter.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for IBRX was ‘bearish’ amid a 67% decrease in message volumes over the past week.<figure class="image"><img src="https://news.stocktwits-cdn.com/ibrx_ss_png_b1fc8dc43a.webp" alt="ibrx ss.png" width="968" height="142"><figcaption>IBRX sentiment and message volume as of March 9 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/WoIfofWaIIst/message/646964740">said</a>, “Feeling very bullish. I’m here for the long game. Waiting for some more catalysts and will be buying dips as always! Just remember all the institutions that are invested here!!”<stembedurl>https://stocktwits.com/WoIfofWaIIst/message/646964740</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Jkm11/message/646961597">urged</a> traders to “lock and load for this week.”<stembedurl>https://stocktwits.com/Jkm11/message/646961597</stembedurl>IBRX stock has surged over 330% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Can IBRX Stock Snap Its 4-Day Slide? Founder Promises ‘Game-Changer’ Anktiva Data As FDA Speeds Drug Reviews

The founder cited remarks from a former FDA official and an NIH Director supporting mechanism-based review to speed patient access to therapies like Anktiva.

<ul class="summary-bullets"><li>CEO Angelos Stergiou said the company’s lead immunotherapy Galinpepimut-S (GPS), will attack leukemia cells regardless of genetic mutations.</li><li>The therapy targets the Wilms Tumor-1 (WT1) antigen, thereby activating multiple T cells to eliminate leukemic stem cells and small residual cancer cells.</li><li>Investors are closely watching the Phase 3 Regal trial, where final analysis will begin after 80 survival events.</li></ul>Shares of Sellas Life Sciences Group Inc. (SLS)&nbsp;fell 1.5% in premarket trading on Monday as investors await a key readout from its late-stage leukemia study, while the company’s CEO said its GPS immunotherapy can attack cancer cells regardless of genetic mutations.<a href="https://stocktwits.com/symbol/SLS">SLS stock</a> jumped nearly 5% on Friday to hit $5.53 and added another 0.3% in extended trading.<h2 class="st-heading-2">Inside Sellas’ GPS Immunotherapy Approach</h2>CEO Angelos Stergiou said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.linkedin.com/feed/update/urn:li:activity:7435690855652495360/">LinkedIn post</a> over the weekend that Sellas’ lead immunotherapy Galinpepimut-S (GPS) is designed to target leukemia regardless of genetic mutations.Stergiou said GPS targets the Wilms Tumor-1 (WT1) antigen, a protein commonly expressed on leukemia cells, and is designed to activate multiple types of T cells, enabling the immune system to attack both leukemic stem cells and any remaining traces of cancer, regardless of the tumor’s genetic mutations.“Targeted therapies are great, but they are inherently vulnerable to mutational evolution,” Stergiou said, adding that Sellas is developing a “security force” approach in which immunotherapy trains the immune system to recognize and eliminate cancer cells even as they change.Stergiou also highlighted SLS009, a drug designed to block CDK9, a protein that helps cancer cells survive by supporting other growth-related proteins such as MCL-1 and MYC.<h2 class="st-heading-2">Phase 3 AML Trial Nears Final Analysis</h2>Investor focus has centered on Sellas’ late-stage Regal trial, which is testing GPS as a maintenance treatment for patients with acute myeloid leukemia (AML), whose disease returned but later went back into remission after additional therapy.The event-driven trial will assess whether GPS can improve overall survival. The final analysis will begin once 80 survival events are recorded. Sellas previously said the contract research organization monitoring the study had logged 72 events as of Dec. 26, bringing the trial closer to the threshold needed to trigger the final readout.Maxim said that slower accumulation of events in survival-driven trials can sometimes reflect longer patient survival, although the study remains blinded until the data are formally analyzed.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for SLS was ‘bullish’ amid a 68% jump in 24-hour message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/sls_ss_png_7b76c4ef6d.webp" alt="sls ss.png" width="965" height="142"><figcaption>SLS sentiment and message volume as of March 9 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/Harsh1210/message/646961981">expects</a> the stock to “drop today cause of how the market is going to be. Shorts will win cause of that.”<stembedurl>https://stocktwits.com/Harsh1210/message/646961981</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Newbie202/message/646961707">said</a>, “REGAL Phase 3 &amp; SLS009 advancing — Two AML shots on goal — a lifeline for patients, hope for families, and upside for investors.”<stembedurl>https://stocktwits.com/Newbie202/message/646961707</stembedurl>SLS stock has surged over 360% over the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

SLS stock has surged over 360% over the past year. (Photo credit: Getty Images)

SLS Stock Falls Premarket: CEO Touts GPS Leukemia Strategy, But Investors Stay Cautious As AML Trial Nears Readout

The CEO said Sellas is pursuing a “security force” immunotherapy strategy that trains immune cells to recognize cancer even as tumors evolve.

<ul class="summary-bullets"><li>Biocare develops antibodies, reagents and diagnostic tools used by labs to detect and study cancer.</li><li>The deal will add over 300 specialized antibodies and R&amp;D capabilities.</li><li>The acquisition follows analyst price target cuts after Agilent’s Q1 earnings miss, though most brokerages kept positive ratings.</li></ul>Shares of Agilent Technologies, Inc. (A) slipped nearly 1% in premarket trading on Monday amid a broader market selloff, as the company’s $950 million Biocare Medical acquisition failed to revive investor sentiment still weighed down by a recent earnings miss and analyst price-target cuts.<a href="https://stocktwits.com/symbol/A">Agilent’s stock</a> fell nearly 3% on Friday to end at $115.07 and dipped another 0.3% in extended trading.<h2 class="st-heading-2">Agilent Buys Biocare To Boost Pathology Portfolio</h2>Biocare develops antibodies, reagents and instruments used in clinical pathology and research labs. Its offerings include immunohistochemistry (IHC), in situ hybridization (ISH) and fluorescence in situ hybridization (FISH) tools that help doctors and researchers detect and study cancer.The company has posted double-digit revenue and profit growth each year since 2021 and generated over $90 million in revenue in 2025.“The acquisition of Biocare enhances Agilent’s pathology portfolio and reflects our strategy to drive long-term growth through customer-centric innovation and disciplined capital allocation,” CEO Padraig McDonnell said in a statement.<h2 class="st-heading-2">How Biocare Fits Into Agilent’s Growth Strategy</h2>For Agilent, the deal is about expanding its diagnostic toolkit. Biocare brings a catalog of more than 300 specialized antibodies, along with research and development capabilities, that Agilent believes will help accelerate the development of new diagnostic products.The companies’ footprints also complement one another. Agilent has a broad global presence, while Biocare has built a strong commercial base in the U.S. Together, Agilent said, the combination should help reach more clinical and research labs while speeding up development of new testing solutions.Agilent said it expects the acquisition to boost revenue growth and margins in the first year, with the deal projected to add to earnings per share about 12 months after closing.“The accretive long-term growth, strategic fit and commercial synergy make the financial returns on the transaction highly attractive,” the company said. Agilent expects the deal to close by the fourth quarter.<h2 class="st-heading-2">Analysts Trim Targets After Agilent Q1 Results</h2>The deal comes shortly after a round of analyst target cuts following Agilent’s first-quarter (Q1) earnings. Brokerages including Morgan Stanley, Goldman Sachs, UBS, Baird and TD Cowen trimmed their price targets after results came in slightly below expectations. Most firms, however, kept positive ratings on the shares.Agilent reported Q1 earnings of $1.36 per share on revenue of $1.80 billion, just shy of analyst estimates. The company said a major snowstorm in the U.S. disrupted shipments during the last week of the quarter.Despite the shortcomings, Agilent raised its fiscal 2026 earnings outlook to $5.90-$6.04 per share and maintained a revenue forecast of $7.3 billion to $7.5 billion for the year.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for Agilent was ‘bullish’ amid ‘high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/a_ss_png_5aee0c8a50.webp" alt="a ss.png" width="971" height="144"><figcaption>A sentiment and message volume as of March 9 | Source: Stocktwits</figcaption></figure>Agilent’s stock has declined 15% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Agilent Technologies company logo is seen displayed on a smartphone screen with United States dollar banknotes in the background. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Agilent Stock Slips Premarket: $950M Biocare Buyout Fails To Lift Investor Sentiment After Q1 Miss

Agilent expects the deal to boost revenue growth and margins in the first year, with the transaction projected to add to earnings per share about 12 months after closing.

Why Agilent Stock Is Slipping Premarket Today

<ul class="summary-bullets"><li>U.S. markets open the week in risk-off mode; rising geopolitical tensions in the Middle East sent oil soaring past the $100/barrel mark.&nbsp;</li><li>Veteran strategist Ed Yardeni warned the escalating geopolitical situation could raise the probability of a market meltdown to 35%.</li><li>Later this week, investors will monitor key economic data, including inflation and GDP readings, which could shape expectations for Federal Reserve policy.</li></ul>U.S. stock futures signal a weak start to the week as geopolitical crisis in the Middle East sent oil prices soaring over $110 per barrel for the first time since 2022. This follows the closure of the Strait of Hormuz. Late Sunday night, President Donald Trump called rising oil prices a ‘very small price to pay’ amid escalating tensions.Veteran strategist Ed Yardeni&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-09/yardeni-raises-odds-of-markets-meltdown-to-35-on-iran-war-risks">raised</a> the probability of a ‘market meltdown’ to 35%, citing the conflict in Iran as a primary threat to global stability.&nbsp; As of 4:00 a.m. ET on Monday, Dow, S&amp;P, and Nasdaq futures fell 1.6%, while Russell 2000 futures declined nearly 3%.Meanwhile, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq 100 Index, has remained ‘bearish’ amid high message volumes.&nbsp;Trending Stocks To Watch Watch out for&nbsp;oil stocks (USO, INDO, BATL, TPET) amid the volatility in crude oil prices. Saudi Arabia has reportedly offered 4.6 million barrels via pipeline to ease pressure, but supply concerns remain high.Hims &amp; Hers (HIMS):&nbsp;The stock surged over 40% in pre-market on Monday following reports of a weight-loss partnership with Novo Nordisk. Nvidia (NVDA): Billionaire investor Leo KoGuan has reportedly doubled his stake to 2 million shares.&nbsp;Micron (MU):&nbsp;The stock has garnered retail attention ahead of its S&amp;P 500 inclusion later this month, alongside GE Vernova, Lam Research, and Applied Materials. It also reports earnings next week.&nbsp;Warner Bros Discovery (WBD) &amp; Paramount (PSKY):&nbsp;Tencent is reportedly eyeing a multi-million dollar stake in the Paramount/Warner Bros. Discovery deal.Dyne Therapeutics (DYN): Announced the initiation of a Phase 3 trial for Myotonic Dystrophy Type 1 and positive results for its Duchenne Muscular Dystrophy treatment. Also keep an eye on&nbsp;automakers (Tesla, Ford, General Motors): The Chinese government has reportedly warned of another global semiconductor supply chain crisis stemming from tensions involving chipmaker Nexperia and its Chinese subsidiary.Agilent Technologies (A) has agreed to acquire pathology solutions provider Biocare Medical in an all-cash deal valued a $950 million. Other tickers trending on Stocktwits at the time of writing included Helus Pharma (HELP), Iovance Biotherapeutics (IOVA), Red Cat Holdings (RCAT), and Dell Technologies (DELL).&nbsp;Other Catalysts To WatchOn the economic front, no data release is scheduled for the day. Investors await the inflation and GDP print later in the week.On earnings radar, watch out for Hewlett Packard Enterprise (HPE), which reports numbers after the bell today.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Oil Shock Sends Nasdaq, S&P 500 Futures Lower: Why USO, INDO, HIMS, NVDA Are On Traders' Radar Today

 Data from Stocktwits showed that retail sentiment on SPY and QQQ remains ‘bearish.’

<ul class="summary-bullets"><li>OpenAI’s tweak is a net positive for Shopify, Jefferies says.</li><li>Shopify’s AI e-commerce and recent AI investment make it the ‘go-to agent-enablement toolkit for merchants.’</li><li>Stocktwits sentiment for SHOP ‘bearish’ as the stock continues to be under pressure over profit worries.</li></ul>Jefferies believes Shopify, Inc. could benefit from OpenAI’s decision to roll back plans to facilitate checkout within its ChatGPT chatbot, a move that could steer more customers and merchants toward Shopify’s solutions.The Information&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/openai-scales-back-shopping-plans-chatgpt?rc=prcjzy">reported</a> on Wednesday that OpenAI is tweaking its commerce flow to have checkouts take place within specific apps that plug into ChatGPT, rather than allowing users to make purchases directly from product listings that appear in ChatGPT search results.The AI giant had partnered with Etsy, Shopify, and Stripe for the checkout feature, touting it as a major business opportunity when it was announced six months ago.Jefferies said changes in OpenAI checkout reinforce Shopify's competitive position within the agentic commerce ecosystem and highlight the strength of its e-commerce infrastructure, according to Jefferies investor note summarized on The Fly.&nbsp;<h2 class="st-heading-2">Wall Street Mostly Bullish On SHOP</h2>Shopify’s continued investment in AI has positioned it to become the infrastructure layer for agentic commerce and the "go-to agent-enablement toolkit for merchants." The firm raised its price target on SHOP shares to $150 from $125,&nbsp;implying more than 15% upside from the last close, while&nbsp;keeping a ‘Hold’ rating.Currently, 38 of 51 analysts recommend ‘Buy’ or higher on the stock, 12 recommend ‘Hold,’ and one recommends ‘Sell,’ according to Koyfin. Their average price target of 159.51 implies a 22% upside from the last close.<h2 class="st-heading-2">AI Investments Hurting Shopify Profits?</h2>Shopify has delivered consistently strong results in recent quarters, but the stock has come under pressure, partly as investors worry that heavy spending on AI could dent profits amid a broader perception that an AI bubble may be forming.On Stocktwits, the retail sentiment was ‘bearish’ as of early Monday, with some comments forecasting a potential uptick.&nbsp;“$SHOP slowly building momentum. Not explosive but the structure looks much healthier than a few weeks ago,” a retail trader&nbsp;<a href="https://stocktwits.com/EliasKnight_/message/646833003">said</a>.<a href="https://stocktwits.com/symbol/SHOP">Shopify shares</a> are down 19% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iren-co-ceo-defends-6b-equity-plan-as-ai-boom-fuels-massive-data-center-spending-likely-to-deliver-outsized-returns/cZdVQMYRIIc">IREN Co-CEO Defends $6B Equity Plan As AI Boom Fuels Massive Data Center Spending: ‘Likely To Deliver Outsized Returns’</a>&nbsp;

The Shopify logo is pictured outside the The Well building on Spadina Ave. in Toronto. Toronto Star/Lance McMillanMay-04-2023 (Lance McMillan/Toronto Star via Getty Images)

Shopify Stock To Rally 15% More? Analyst Sees Boost From OpenAI’s ChatGPT Checkout Rollback

OpenAI is tweaking ChatGPT’s e-commerce flow so that checkouts occur within partner apps plugged into ChatGPT, rather than directly inside the chatbot, as previously planned.

<ul class="summary-bullets"><li>IREN Ltd. Co-CEO Daniel Roberts spoke on X Spaces to respond to market concerns.</li><li>Roberts said the company would use all capital sources, including debt and customers' pre-payments, in a balanced way.</li><li>Stocktwits sentiment has moved between ‘bearish’ and ‘neutral’ over the past week.</li></ul>IREN Ltd. Co-CEO Daniel Roberts has defended the company’s plan to raise up to $6 billion through equity, saying that it’s an optional facility that the company would exercise while maintaining a balance among the various capital sources at its disposal, including debt and customer pre-payments.Roberts, however, stressed that having the option is important. With demand for AI and data center compute surging, IREN would need continued capital investment from all sources to fully ride the growth wave, he argued.<h2 class="st-heading-2">Co-CEO Says Plans Accretive For IREN Shareholders</h2>“We're all on this call because we believe that investing in the AI cycle, investing in a space where the demand, supply equations are so tilted, is likely to deliver outsized returns,” Roberts said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/FransBakker9812/status/2030838011601342767?s=20">X Spaces chat</a> on Sunday, making a case for equity funding.&nbsp;Roberts added that he believes the issue would be accretive to shareholders, not dilutive, in the long run.“We've raised $9.3 billion in the last eight months through prepayments, convertibles, GPU leasing, GPU financing. So it is about optionality and discipline … and should not be taken as an urgent need whatsoever to issue equity,” he said.&nbsp;IREN shares&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iren-stock-drops-after-6b-offering-but-retail-bulls-supercharged-with-massive-nvidia-gpu-buy/cZdQQwdRIdl">closed in the red</a> on multiple days last week after the Australian bitcoin miner and contract data center operator disclosed plans to raise up to $6 billion through an at-the-market stock offering to fund its capacity expansion. It also simultaneously announced the purchase of 50,000 advanced graphics processing units (GPUs) from Nvidia Corp.&nbsp;<h2 class="st-heading-2">Retail’s View On IREN</h2>Still, some pockets of the investor community are not entirely sold on the plan and fear equity dilution. On Stocktwits, retail sentiment for IREN was ‘bearish’ over the last week but shifted to ‘neutral’ from Wednesday, following the company announcing its capital raise plan.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_09_at_1_22_12_PM_png_1faf538320.webp" alt="Screenshot 2026-03-09 at 1.22.12 PM.png" width="702" height="87"><figcaption>IREN sentiment and message volume as of March 9 | Source: Stocktwits</figcaption></figure>“Any post here spouting Bear BS about dilution is either misinformed or a fear mongering loser. Keep calm and carry on,” a user&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Wolph34/message/646958847">said</a>.On X Space, Roberts said the majority of the capital raised by the company for AI deployments has come from structured financing and customer prepayments, rather than ATM issuances. “And looking ahead, we expect to continue funding and growth through a mix of those capital sources, customer prepayments, secured unsecured debt, etc.”Having the flexibility and availability of equity if we need it is really important and avoiding equity altogether by overleveraging the balance sheet would be inconsistent with disciplined capital management, he said.Regarding the Nvidia GPUs, he said IREN would have to pay for it only 30 days post shipping of the order.IREN has emerged as a closely watched stock, given its exposure to AI data centers and bitcoin, two of the market’s most closely tracked themes. In November, the company&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/microsoft-signs-97-billion-contract-with-iren-nvidia-chips-2025-11-03/">signed</a> a $9.7 billion deal to offer its data centers to Microsoft, and a $5.8 billion purchase of data center equipment from Dell.&nbsp;After last week’s selloff,&nbsp;<a href="https://stocktwits.com/symbol/IREN">IREN shares</a> are down nearly 3% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/opendoor-bull-eric-jackson-calls-82-target-too-conservative-bets-on-ceo-s-shopify-playbook-amid-fading-retail-interest/cZdVBfVRI4C">Opendoor Bull Eric Jackson Calls $82 Target 'Too Conservative,' Bets On CEO's Shopify Playbook Amid Fading Retail Interest</a>

In this photo illustration, the IREN Limited logo is seen displayed on a smartphone screen. 

IREN Co-CEO Defends $6B Equity Plan As AI Boom Fuels Massive Data Center Spending: ‘Likely To Deliver Outsized Returns’

IREN stock plunged last week after the Australian bitcoin miner and contract data center operator disclosed the plan, fanning fears of equity dilution.

SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is experiencing a massive rally following reports of a potential partnership with Novo Nordisk to distribute its blockbuster obesity drugs through its telehealth platform, a dramatic shift that has the community buzzing about a major short squeeze and a completely new outlook for the stock. This comes despite a recent legal battle between the two companies, with many speculating on the confirmed details and future upside.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is trending amid escalating Middle East conflict and the effective closure of the Strait of Hormuz, causing production cuts and sparking community debate on whether strategic reserve releases can counter the strong bullish sentiment for oil prices.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as escalating US actions against Iran, including military strikes and the appointment of a new supreme leader, trigger a sharp rise in oil prices beyond $100 a barrel, igniting intense community debate over potential market instability and the broader economic impact.

Indonesia Energy Corp. Ltd. operates as an oil and gas, exploration, and production company. It engages in oil and gas assets portfolio with a mix between medium-sized producing blocks and exploration blocks with significant resources. Its portfolio includes Kruh, Citarum, and Rangkas Area. The company was founded by James J. Huang and Wirawan Jusuf in 2014 and is headquartered in Jakarta, Indonesia.

Indonesia Energy Corp Ltd

Indonesia Energy Corp Ltd (INDO) is trending as escalating Middle East tensions and concerns over oil supply in the Strait of Hormuz send crude prices sharply higher, with the community actively discussing the potential for a significant short squeeze and a multi-day rally for the oil exploration company.

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

ProShares UltraShort Bloomberg Crude Oil

SCO, a 2x inverse crude oil ETF, is heavily discussed as traders position for an anticipated reversal in soaring oil prices, which are currently elevated due to Middle East tensions, with many employing dollar-cost averaging strategies amidst concerns over volatility and the ETF's performance.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is trending amid heavy selling pressure, exacerbated by insider sales and a lowered analyst target, leading to a sharp community divide between those calling it a falling knife and those accumulating shares based on its long-term potential to power AI data centers, particularly following its Meta partnership.

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

SPY is gripped by extreme volatility amid escalating geopolitical tensions in the Middle East driving oil prices higher, with the community fiercely debating market resilience against potential G7 strategic oil reserve releases and the implications for a "rigged" market after overnight reversals.

Xenon Pharmaceuticals, Inc. is a clinical stage biopharmaceutical company. It develops therapeutics to improve the lives of patients with neurological disorders, including rare central nervous system (CNS) conditions. The company's products include XEN496, XEN1101, XEN901 and XEN007. Xenon Pharmaceuticals was founded by Simon Neil Pimstone, Johannes J. P. Kastelein and Michael R. Hayden on November 5, 1996 and is headquartered in Burnaby, Canada.

Xenon Pharmaceuticals Inc

Positive topline data from Xenon Pharmaceuticals' Phase 3 X-TOLE2 study of azetukalner in Focal Onset Seizures is driving significant conversation, with the community highly anticipating its potential as a differentiated, best-in-class epilepsy treatment. Analysts are emphasizing the substantial market opportunity for this novel Kv7 activator, given its promising efficacy and safety profile.

Korn Ferry is a global organizational consulting firm, which engages in synchronizing its clients' strategy, operations, and talent to drive superior business performance. It operates through the following segments: Consulting, Digital, Executive Search North America, Executive Search EMEA, Executive Search Asia Pacific, Executive Search Latin America, and RPO and Professional Search. The Consulting segment aligns organization structure, culture, performance, and people to drive sustainable growth by addressing four fundamental needs, which include Organizational Strategy, Assessment and Succession, Leadership and Professional Development, and Total Rewards. The Digital segment leverages an artificial intelligence powered, machine-learning platform to identify the best structures, roles, capabilities, and behaviors needed to drive business forward. The Executive Search segment helps organizations recruit board level, chief executive, and other senior executive and general management talent. The RPO and Professional Search segment combines people, process expertise and IP-enabled technology to deliver enterprise talent acquisition solutions to clients. The company was founded by Richard M. Ferry on November 14, 1969 and is headquartered in Los Angeles, CA.

Korn Ferry

Korn Ferry is trending after its recent Q3 FY'26 earnings report revealed notable year-over-year growth in both GAAP EPS and revenue, alongside an optimistic outlook for Q4 FY'26. The community is highlighting the human capital solutions firm's diversified model and strong performance as key discussion points.

ARS Pharmaceuticals, Inc. is a biopharmaceutical company, which focuses on the development of a novel, potentially first-in-class product candidate, neffy, for the emergency treatment of Type I allergic reactions including anaphylaxis. Its product includes Epinephrine Nasal Spray. The company was founded by Richard Lowenthal, Robert Bell, and Sarina Tanimoto on August 5, 2015 and is headquartered in San Diego, CA.

ARS Pharmaceuticals Inc

ARS Pharmaceuticals is trending following Q4 earnings that highlight strong first-year revenue for its Neffy nasal spray and a robust balance sheet, fueling community speculation around a potential short squeeze, especially as a competitor faces regulatory delays.

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