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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors react to a massive $27 billion AI infrastructure deal with Meta, which significantly bolsters the company's long-term contracted backlog. While the community is debating the impact of a new $3.75 billion convertible debt offering intended to fund this rapid expansion, many remain bullish on the stock's long-term potential due to sustained backing from industry giants like NVIDIA and Microsoft.

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 experiencing heightened volatility and trading volume as investors position themselves ahead of the upcoming fourth-quarter earnings release and monitor key regulatory milestones. The community is actively debating the company's long-term potential as a provider of nuclear energy for AI data centers versus concerns regarding its pre-revenue status, recent insider selling, and the broader macro-driven rotation out of high-beta speculative equities.

Swarmer, Inc. is an AI-driven software company, which develops software platforms and AI systems for autonomous swarm control of drones and unmanned vehicles. The firm offers STYX AI Command and Control System, MINAS Autonomy and Collaboration AI, and TRIDENT Embedded Drone Operating System. The company was founded by Alex Fink and Serhii Kuprienko in May 2023 and is headquartered in Austin, TX.

Swarmer Inc.

Swarmer Inc. is drawing significant attention following its Nasdaq IPO and volatile market debut, with investors debating the growth potential of its drone autonomy software currently deployed in combat zones.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is seeing a surge in investor interest and heavy trading volume ahead of the upcoming Optical Fiber Communications Conference (OFC), as market participants speculate on potential major partnership announcements and purchase orders. Community sentiment remains polarized between long-term investors tracking institutional accumulation and technical alignment with hyperscale AI hardware, and skeptics voicing concerns over persistent pre-revenue status and reliance on strategic collaborations.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly's stock is experiencing heightened volatility and investor attention following positive Phase 3 clinical data for its Retevmo therapy and reports that the company has built significant inventory ahead of a potential April FDA decision on its oral obesity pill. Meanwhile, the broader community remains focused on the intense competitive landscape between LLY and Novo Nordisk, closely monitoring pricing strategies, new drug delivery formats, and ongoing regulatory scrutiny regarding the compounded weight-loss drug market.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors react to a significant insider purchase of 550,458 shares and a completed capital raise, which the community views as a major vote of confidence in the company's clinical trajectory. Sentiment is currently divided between long-term holders focusing on upcoming Phase 3 milestones and BLA filings, and skeptics who remain concerned about the impact of dilution on shareholder value.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is seeing active community discussion as traders monitor potential buyout interest and growth prospects for its MS therapy, BRIUMVI, ahead of the company's upcoming earnings call. Investors are focused on the firm's revenue trajectory, recent long-term clinical data, and the potential impact of share repurchases on stock performance.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital Inc. is trending as investors monitor the appointment of a new CFO and anticipate the potential announcement of a major hyperscaler tenant. While some community members remain skeptical of management's communication and deal timelines, others are optimistic that the company's behind-the-meter energy model will drive significant long-term growth as infrastructure demand for AI continues to rise.

Greenwich LifeSciences, Inc. engages in the development of a breast cancer immunotherapy designed to prevent the recurrence of breast cancer following surgery. The company was founded by Eric Rothe on August 29, 2006 and is headquartered in Stafford, TX.

Greenwich LifeSciences Inc

Greenwich LifeSciences is trending due to a preliminary update from its Phase 3 FLAMINGO-01 trial, which revealed an exceptionally low recurrence rate of less than 1% per year in the open-label arm. Investors are heavily discussing the significance of these consistent long-term results, with the community actively speculating on upcoming abstract titles for the AACR annual meeting and potential strategic partnerships or buyouts.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is trending as investors react to a significant settlement regarding patent litigation, a move that removes a long-standing legal overhang and shifts market focus toward the company's robust oncology pipeline and combination vaccine potential. Community discussion is heavily focused on the stock's high short interest and the potential for a major strategic partnership or buyout to accelerate future growth.

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<ul class="summary-bullets"><li>On Tuesday, Citi lowered the price target on Super Micro to $39 from $48 while maintaining a ‘Neutral’ rating.</li><li>Goldman Sachs expects the company to remain strong in the AI server market but sees little clarity on improving profits.</li><li>On January 11, the company announced partnerships to provide AI-driven retail solutions.</li></ul>Super Micro Computer Inc. (SMCI) is drawing investor attention on Friday after the company announced that it will report the second-quarter (Q2) fiscal 2026 earnings on February 3.&nbsp;The company offers servers, AI systems, storage, IoT devices, networking equipment, software, and support services to customers across cloud data centers and edge computing.<a href="https://stocktwits.com/symbol/SMCI">Super Micro stock</a> traded 3% higher in Friday’s premarket.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock changed to ‘bearish’ from ‘bullish’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_23_083246_png_a00fc853fb.webp" alt="SMCI’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Jan. 23, 2026 | Source: Stocktwits" width="931" height="101"><figcaption>SMCI’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Jan. 23, 2026 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user said that in the past, Supermicro has usually issued guidance updates without giving the actual earnings date in advance, and hence, the company sharing the report date right away is a positive sign.<stembedurl>https://stocktwits.com/svinnys18/message/642652569</stembedurl>Another user said the stock is an undervalued gem.&nbsp;<stembedurl>https://stocktwits.com/Navid62/message/642653726</stembedurl>Analysts see Q2 revenue at $10.34 billion and earnings per share (EPS) of $0.49, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Wall Street Take</h2>On Tuesday, Citi lowered the price target on Super Micro to $39 from $48 while maintaining a ‘Neutral’ rating on the shares after it adjusted targets for the technology hardware group in 2026, as per TheFly.Goldman Sachs initiated coverage of Super Micro with a ‘Sell’ rating and a $26 price target. The firm expects the company to remain strong in the AI server market but sees&nbsp;limited visibility for improving profits.On January 11, the company announced partnerships to provide AI-driven retail solutions, using its Edge AI systems and Nvidia RTX PRO Blackwell technology to help stores and supply chains become smarter and more profitable.SMCI stock has declined by over 2% in the past 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-raya-stock-surge-pre-market-today/cmyR576R4gO">Why Did RAYA Stock Surge Over 42% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Supermicro (Super Micro Computer) logo is seen displayed on a smartphone screen.

Super Micro Stock Gains Momentum As Q2 Earnings Date Sparks Investor Interest

Analysts see a second-quarter revenue of $10.34 billion and earnings per share (EPS) of $0.49, according to Fiscal AI data. 

Equity

Analysts see a second-quarter revenue of $10.34 billion and earnings per share (EPS) of $0.49, according to Fiscal AI data. 


<ul class="summary-bullets"><li>Palantir also strengthened its alliance with HD Hyundai in a deal reportedly worth ‘‘hundreds of millions of dollars”.</li><li>Both agreements were signed at the World Economic Forum (WEF) meeting in Davos, Switzerland.</li><li>CEO Alex Karp reportedly said Palantir remains firmly focused on the U.S. market and does not consider international corporate sales as a major priority.</li></ul>Palantir Technologies Inc. (PLTR) garnered retail buzz on Wednesday, driven by a series of partnerships to advance AI-based infrastructure.The stock slid 0.2% in pre-market trading on Wednesday, with <a href="https://stocktwits.com/symbol/PLTR">PLTR</a> among the top trending tickers on Stocktwits at the time of writing.Over the past 24 hours, message volumes on PLTR increased more than 200%, according to Stocktwits data. &nbsp;<h2 class="st-heading-2">Partnerships with S-AI and HD Hyundai</h2>Palantir tied up with UK-based AI firm Sovereign AI (S-AI) and Accenture to build next-generation sovereign AI data centers across Europe, the Middle East, and Africa, with plans to expand into Asia-Pacific. The collaboration will support the rollout of Dell AI Factory and NVIDIA-powered data centers designed to handle high-intensity AI workloads.Palantir’s Chain Reaction platform will help develop the full infrastructure lifecycle, from power generation to compute deployment, while Accenture will handle digital transformation, operations, and delivery.Prior to that, Palantir strengthened its alliance with HD Hyundai, its largest and longest-running partnership in South Korea. The partnership broadens the use of Palantir’s Foundry and AI Platform across shipbuilding, energy, construction equipment, robotics, and marine services. The partners also plan to establish a Center of Excellence to drive AI adoption across the HD Hyundai Group.According to a Reuters report on Tuesday, the HD Hyundai deal is worth ‘hundreds of millions of dollars’ to Palantir over several years.Both agreements were signed at the World Economic Forum (WEF) meeting in Davos, Switzerland.Speaking on the sidelines of the event, CEO Alex Karp reportedly said Palantir remains firmly focused on the U.S. market, adding that, outside of Korea, international corporate sales are not a major priority for the company."We're doing so well in America, we have to selectively engage abroad,” he said.<h2 class="st-heading-2">What Are Analysts Saying?</h2>Last week, Citi upgraded Palantir to ‘Buy from ‘Neutral’ and raised its price target to $235, citing expectations for significantly higher consensus estimates in 2026, according to The Fly. The firm sees accelerating enterprise adoption and rising defense budgets as key drivers, describing a potential “supercycle” for Palantir’s government business and forecasting a 70%-80% revenue growth in 2026.&nbsp;Separately, Truist initiated coverage with a ‘Buy’ rating and a $223 price target. Truist highlighted Palantir’s unique market position and strong exposure to AI adoption across both government and enterprise customers. The firm also expects Palantir to maintain healthy margins while benefiting from AI-driven revenue growth.<h2 class="st-heading-2">What Is Retail Saying?</h2>Sentiment on Stocktwits changed to ‘neutral’ from ‘bearish’ a day earlier.One user noted the stock breaking to the downside.<stembedurl>https://stocktwits.com/peloswing/message/642346837</stembedurl>Another bearish user saw the stock as overvalued.<stembedurl>https://stocktwits.com/GRTiVST/message/642384227</stembedurl>The stock has gained over 130% in the past year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-avr-stock-surge-pre-market-today/cmUDFTBR4fG">Why Did AVR Stock Surge Pre-Market Today?&nbsp;</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Palantir logo is displayed on a mobile phone with a financial stock graph seen in the background, in this photo illustration in Brussels, Belgium, on November 3, 2025.

PLTR Stock Garners Retail Attention On AI Infrastructure Deals At Davos

Palantir partnered with UK-based AI firm Sovereign AI (S-AI) and Accenture to build next-generation sovereign AI data centres across Europe, the Middle East, and Africa, with plans to expand into Asia-Pacific.

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