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SPY is trending due to rising market anxiety over significant AI disruption impacting software and cybersecurity stocks, coupled with escalating geopolitical tensions from potential new US tariffs and military action in Iran. The community is actively discussing impending NVDA earnings and Bitcoin volatility as key factors influencing the S&P 500's uncertain path.

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 is trending as solid revenue and subscriber growth from its recent earnings are weighed against community concerns over squeezed margins and ongoing legal and regulatory challenges, particularly regarding its compounded GLP-1 offerings, fueling intense debate between bulls and bears.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending after a sharp stock decline, triggered by an Anthropic blog post touting its AI's ability to automate COBOL modernization, which has ignited community debate over whether this represents a fundamental AI disruption to IBM's legacy services or an overreaction creating a significant buying opportunity.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is trending due to its global collaboration with Astellas on the VIR-5500 oncology program, which includes $335 million in upfront and near-term payments and up to $1.37 billion in potential milestones. This deal, coupled with positive Phase 1 clinical data, has the community buzzing about significant financial terms and a potential short squeeze, although some caution against a typical post-news pullback.

Mastercard, Inc. is a technology company, which engages in the provision of payment solutions for the development and implementation of credit, debit, prepaid, commercial, and payment programs through its brands including Mastercard, Maestro, and Cirrus. It also offers cyber and intelligence solutions. The company was founded in November 1966 and is headquartered in Purchase, NY.

Mastercard Incorporated - Ordinary Shares - Class A

Mastercard Inc

Mastercard is experiencing an "AI scare trade" sell-off following a Citrini Research report suggesting AI agents could disrupt its core interchange revenue model, sparking widespread community debate. While some fear a paradigm shift for legacy finance, others are actively buying the dip, dismissing the threat as overblown given Mastercard's own AI integration efforts, strong earnings, and recent share repurchase program.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal (PYPL) is trending following reports of unsolicited takeover interest, with potential suitors reportedly considering acquiring the entire company or specific assets like Venmo. The community is actively discussing the company's perceived undervaluation, anticipating a significant buyout premium given its robust financials and extensive user base.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk shares are sharply lower after its next-generation obesity drug, CagriSema, demonstrated less weight loss than Eli Lilly's rival in a head-to-head trial, sparking community debate over whether the efficacy difference justifies the steep sell-off. Many investors are viewing the decline as a potential buying opportunity, citing the company's strong fundamentals and the positive traction of its oral Wegovy pill in a rapidly expanding market.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is trending due to significant market fears that AI, specifically new tools like Google's Project Genie, poses an existential threat to its game engine business, despite a recent Q4 earnings beat and ongoing internal AI development. The community is sharply divided, with some anticipating further declines while others believe the sell-off is overblown and see Unity's robust ecosystem and upcoming AI features as a strong counter to the disruption narrative.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is highly discussed following its selection for the Missile Defense Agency's SHIELD contract, a significant development for its quantum technology, yet a short report alleging financial irregularities has sparked a polarized debate, with supporters pointing to recent institutional investments and calling for a short squeeze.

The Render Network is a leading decentralized GPU compute platform for applications ranging from 3D rendering to machine learning and generative AI.  The network connects node operators looking to monetize their idle GPU compute power with artists and developers looking to scale intensive 3D rendering work and machine learning applications in the cloud. Through a decentralized peer-to-peer network, the Render Network achieves unprecedented levels of scale, speed, and economic efficiency. Facilitated by the Render Network Foundation, the ecosystem empowers artists and developers to build services and applications for the emerging digital economy.

Render Token (SOL)

Render Token is drawing attention following a substantial financing round, which analysts view as a key indicator of its growing influence in the decentralized AI compute and DePIN sectors amid surging GPU demand. The community is actively discussing its foundational utility and potential for significant long-term appreciation.

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Aehr Test Systems (NASDAQ:AEHR) Shares Up 8.1% - Still a Buy?

Aehr Test Systems (NASDAQ:AEHR) Trading 8.1% Higher - Time to Buy...

Aehr Test Systems (NASDAQ:AEHR) Director Rhea Posedel Sells 13,998 Shares

Aehr Test Systems (NASDAQ:AEHR - Get Free Report) Director Rhea Posedel sold 13,998 shares of Aehr Test Systems stock in a transaction dated Friday, February 13th. The stock was sold at an average...

Insider Selling: Aehr Test Systems (NASDAQ:AEHR) Director Sells 13,998 Shares of Stock

Aehr Test Systems (NASDAQ:AEHR - Get Free Report) Director Rhea Posedel sold 13,998 shares of the business's stock in a transaction that occurred on Friday, February 13th. The stock was sold at an...

Aehr Test Systems (NASDAQ:AEHR) Stock Price Down 12.4% - Time to Sell?

Aehr Test Systems (NASDAQ:AEHR) Stock Price Down 12.4% - Here's What Happened...

Why Aehr Test Systems Stock Soared Today

Key PointsAehr Test Systems' stock jumped as much as 39.7% on news of a major AI chip-testing contract...

Aehr Test Systems Sees Unusually High Options Volume (NASDAQ:AEHR)

Aehr Test Systems (NASDAQ:AEHR - Get Free Report) was the recipient of unusually large options trading on Wednesday. Investors bought 6,725 call options on the company. This represents an increase of...

Aehr Test Systems (NASDAQ:AEHR) Hits New 12-Month High - Still a Buy?

Aehr Test Systems (NASDAQ:AEHR) Reaches New 12-Month High - Time to Buy...

<ul class="summary-bullets"><li>The order is tied to next-generation artificial intelligence chips destined for large-scale data centers.&nbsp;</li><li>The tools will be used to qualify and stress-test the new custom AI accelerator before it is deployed in data center environments.&nbsp;</li><li>Shipments of the systems, along with turnkey burn-in modules and chip-specific sockets, are slated for delivery in the summer of 2026.</li></ul>Aehr Test Systems (AEHR) announced on Wednesday that it has received a purchase order covering several of its Sonoma ultra-high-power package-level test and burn-in systems.The order is tied to next-generation artificial intelligence chips destined for large-scale data centers.&nbsp;<h2 class="st-heading-2">Initial Production Order</h2>The semiconductor equipment supplier said the win comes from its primary production customer and centers on burn-in testing for a more powerful AI processor designed for both training and inference workloads.The tools will be used to qualify and stress-test the new custom AI accelerator before it is deployed in data center environments. Shipments of the systems, along with turnkey burn-in modules and chip-specific sockets, are slated for delivery in the summer of 2026.Following the update,&nbsp;<a href="https://stocktwits.com/symbol/AEHR">AEHR stock</a> traded over 15% higher in Wednesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock shifted to ‘neutral’ from ‘bearish’ territory the previous day amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">Order Momentum</h2>Aehr described the buyer as a major hyperscale datacenter operator.&nbsp;<blockquote>“This customer’s current-generation AI processor is already ramping in volume production today, and they are forecasting a very large expansion of Sonoma system purchases for that device in the second half of calendar 2026 and continuing into 2027.”-Gayn Erickson, President and CEO, Aehr Test Systems</blockquote>Erickson added that the company expects future system orders to coincide with large-scale production of the new processor, thereby increasing its installed equipment and ongoing sales with this customer.AEHR stock has gained over 160% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/centrus-taps-fluor-for-major-ohio-uranium-expansion-amid-nuclear-fuel-push/cZb6QBwR4qZ">Centrus Taps Fluor For Major Ohio Uranium Expansion Amid Nuclear Fuel Push</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the AEHR Test Systems logo is displayed on a smartphone screen, on April 6, 2025, in Chongqing, China. 

AEHR Stock Surged 15% Pre-Market Today — What’s Fueling The Rally?  

The company has bagged a purchase order for its Sonoma ultra-high-power package-level test and burn-in systems.

Equity

The company has bagged a purchase order for its Sonoma ultra-high-power package-level test and burn-in systems.


Why Aehr Test Systems Soared Higher by 13% Today

Key PointsAehr Test Systems' pivot toward the AI market appears well timed...

Here's Why Aehr Test Systems Stock Popped 27% in January

Key PointsThe stock has sold off recently, but is still up handsomely in 2026...

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

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