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The S&P 500 is surging as investors react to a short-term ceasefire in the Iran-U.S. conflict, which has fueled optimism for easing supply chain disruptions and lower oil prices. The community is actively debating the sustainability of this rally, with many traders questioning the long-term viability of the deal and expressing skepticism over whether the geopolitical tensions and market volatility have been truly resolved.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is experiencing a volatile surge driven by speculative headlines regarding a potential ceasefire, leading to intense debate among traders over whether this move is a sustainable reversal or a temporary bull trap. The community is heavily focused on technical levels and geopolitical catalysts, with strong disagreement between those betting on a short-term squeeze and those skeptical of the company's long-term fundamental outlook.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is experiencing significant volatility and intense social media discourse as traders react to the President's shifting stance on potential military action in the Middle East. The community is sharply divided, with discussions ranging from intense political criticism regarding foreign policy and market manipulation to debates over the long-term viability of the company's financials.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is drawing significant investor interest as the community highlights the company's strong delivery milestones and the recent legal victory against a large-scale, AI-driven smear campaign. Discussions are heavily focused on the stock's potential for a breakout, with many bulls pointing to rising swap station activity and the successful adoption of new models as catalysts for future growth.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is experiencing heightened volatility and intense social media debate, with investors divided between those betting on a short squeeze fueled by Bitcoin's price action and those warning of risks related to debt-driven dilution and potential regulatory scrutiny. The community remains deeply polarized, with active discussion focusing on the company's aggressive leveraged treasury strategy and its high sensitivity to broader cryptocurrency market trends.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is currently trending as investors react to a landmark, long-term agreement with Alphabet to co-develop custom AI Tensor Processing Units (TPUs) through 2031, alongside an expanded compute partnership with Anthropic. Market participants are actively debating the stock's structural resilience in the AI hardware supply chain, weighing this significant revenue visibility against concerns regarding semiconductor sector valuation and broader geopolitical volatility.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is experiencing significant community debate as traders grapple with stagnant price action versus speculative potential tied to SWIFT integration and impending regulatory clarity. While some participants are frustrated by the lack of immediate momentum, others are actively accumulating tokens in anticipation of institutional adoption and future utility-driven demand.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is seeing intense trading volume and social media chatter as market participants closely monitor pivotal technical support and resistance levels. The community remains heavily divided between high-conviction long-term investors tracking enterprise AI adoption and momentum traders focused on the stock's role in ongoing broader market volatility and geopolitical headlines.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is currently a central focus for market participants as technical traders watch key support levels around $200 while long-term investors weigh the impact of heavy AI capital expenditures against robust cloud growth. Sentiment is further complicated by headline-driven geopolitical volatility in the Middle East and ongoing community debate over whether current valuation multiples represent a generational buying opportunity or a deeper structural reset.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing significant investor scrutiny as markets weigh the company's aggressive AI-driven capital expenditures against its long-term cloud monetization potential. While the community is actively debating the company's valuation following recent volatility, many are focused on the integration of new AI models and cybersecurity tools as a critical strategic moat.

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<ul class="summary-bullets"><li>Goldman Sachs analyst Ati Modak raised the firm's price target on Argan to $518 from $399 and kept a ‘Buy’ rating on the shares.</li><li>Lake Street analyst Robert Brown also raised the firm's price target on Argan to $375 from $325 and kept a ‘Hold’ rating on the shares.</li><li>Argan on Thursday reported consolidated revenues for fourth quarter (Q4) at $262.1 million, an increase of $ 12.7% yoy.&nbsp;</li></ul>Argan shares hit 52-week high on Friday as strong fourth quarter earnings boosted investor confidence in the stock.&nbsp;At the time of writing, AGX was 34.7% up at $553.44 on Friday.&nbsp;<h2 class="st-heading-2">Buoyed Wall Street</h2>JPMorgan analyst Michael Fairbanks upgraded Argan to ‘Overweight’ from ‘Neutral’ with a price target of $550, up from $370. The company reported "strong" Q4 results and has several potential catalysts in fiscal 2027, the analyst told investors in a research note, per TheFly.&nbsp;The firm said Argan's net liquidity grew to $421 million during the quarter, which management believes could support a backlog in excess of $4 billion. JPMorgan now believes this is achievable by year-end fiscal 2027 under the current team count. It also believes a potential long-term framework agreement with a key customer could support extended demand visibility through the end of the decade.Goldman Sachs analyst Ati Modak raised the firm's price target on Argan to $518 from $399 and kept a ‘Buy’ rating on the shares. The firm remains constructives on Argan for its pure-play combined-cycle gas turbine exposure, with expectations for earnings growth in FY27 driven by higher revenue conversion on backlog projects and capacity expansion to 10-12 Power projects over the next 12-20 months, the analyst told investors in a research note.&nbsp;Lake Street analyst Robert Brown also raised the firm's price target on Argan to $375 from $325 and kept a ‘Hold’ rating on the shares.<h2 class="st-heading-2">Earnings</h2>Argan on Thursday reported consolidated revenues for fourth quarter (Q4) at $262.1 million, an increase of $ 12.7%, from consolidated revenues of $232.5 million reported for the comparable prior-year quarter. Wall Street projected revenue of $255.3 million, as per Stocktwits data.Argan reported net income of $49.2 million, or $3.47 per diluted share, compared to $31.4 million, or $2.22 per diluted share in the year-ago quarter. The profit also sailed past Wall Street projections of $1.98 per share, as per data from Stocktwits.The increase in profit from the comparable prior-year quarter is primarily due to improved gross profit margins for the power segment, reflecting strong project execution.&nbsp;<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around AGX stock jumped from ‘bullish’ to ‘extremely bullish’ territory in the past 24 hours amid ‘extremely high’ message volume.&nbsp;Shares in the company have risen almost 74% so far this year.

Shares in Argan have risen almost 74% so far this year. (Representative image courtesy of Stefano Madrigali via Getty Images)

Argan Stock Hit 52-Week High Today – Know What Wall Street Is Saying

JPMorgan analyst Michael Fairbanks upgraded Argan to ‘Overweight’ from ‘Neutral’ with a price target of $550, up from $370.

Equity

JPMorgan analyst Michael Fairbanks upgraded Argan to ‘Overweight’ from ‘Neutral’ with a price target of $550, up from $370.


<ul class="summary-bullets"><li>The year-over-year increase in revenue reflects strong performance across all of the&nbsp;company’s business segments.</li><li>Argan reported net income of $49.2 million, or $3.47 per diluted share, compared to $31.4 million, or $2.22 per diluted share in the year-ago quarter.</li><li>The profit also sailed past Wall Street projections of $1.98 per share, as per data from Stocktwits.&nbsp;</li></ul>Argan&nbsp;Inc. (AGX) stock rallied almost 9% during extended hours of trading on Thursday after it reported upbeat fourth-quarter (Q4) earnings, helped by strong segment performance.&nbsp;Argan’s consolidated revenues for the quarter ended Jan. 31, 2026, were $262.1 million, an increase of $29.6 million, or 12.7%, from consolidated revenues of $232.5 million reported for the comparable prior-year quarter. Wall Street projected revenue of $255.3 million, as per Stocktwits data.&nbsp;The year-over-year increase reflects higher revenues across all of the&nbsp;company’s business segments. In the power segment, revenues increased as recently awarded contracts progressed through the early stages of construction, generating revenues that were not present in the prior-year period,&nbsp;the company said.“Our record fourth quarter performance capped a year of strong execution throughout fiscal 2026, driving record top and bottom-line performance for the full year,” said David Watson, President and&nbsp;CEO of Argan.&nbsp;“During the year, we added $2.5 billion in new contract value, increasing our consolidated project backlog to more than $2.9 billion at year-end, reflecting substantial growth across the entire Argan platform,” Watson added.&nbsp;<h2 class="st-heading-2">Profit Figures</h2>Argan reported net income of $49.2 million, or $3.47 per diluted share, compared to $31.4 million, or $2.22 per diluted share in the year-ago quarter. The profit also sailed past Wall Street projections of $1.98 per share, as per data from Stocktwits.Argan’s consolidated gross profit was $65.6 million, or 25.0% of consolidated revenues versus $47.6 million, or 20.5% of consolidated revenues in the year-ago quarter.&nbsp;The increase from the comparable prior-year quarter is primarily due to improved gross profit margins for the power segment, reflecting strong project execution, including the early achievement of substantial completion at the Trumbull Energy Center, the company said.&nbsp;<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around AGX stock trended in ‘bullish’ territory amid ‘extremely high’ message volume.&nbsp;Shares in the company have risen almost 30% so far this year.&nbsp;&nbsp;&nbsp;

Shares in Argan have risen almost 30% so far in 2026.

Argan Stock Jumps More Than 9% After Hours On Upbeat Q4 Earnings 

Argan’s consolidated revenues for the quarter ended Jan. 31, 2026, were $262.1 million, rising nearly 13% from the year-ago quarter. 

<ul class="summary-bullets"><li>Karman said it generated record quarterly net income of $7.7 million, a 358% year-over-year increase.</li><li>KRMN achieved a record backlog of $801.1 million during the quarter, up 38.2% compared to the end of the fourth quarter of 2024.&nbsp;</li><li>KRMN increased its expectations for total revenue to between $715 million and $730 million, and for adjusted EBITDA to between $207 million and $218 million for FY 2026.&nbsp;</li></ul>Karman Space &amp; Defense (KRMN) shares rose 1.4% during Wednesday’s extended hours of trading after it reported record fourth quarter (Q4) revenue.&nbsp;The company said that it posted record quarterly revenue of $134.5 million, up 47.4% year over year. Analysts’ on average had expected revenue of $132.4 million, as per data from Stocktwits.&nbsp;Karman said it generated record quarterly net income of $7.7 million, a 358% year-over-year increase, and earnings per fully diluted share of $0.06 that missed Wall Street projection of $0.12 per share.&nbsp;“Our team delivered outstanding results in 2025, with 37 percent revenue growth, 37 percent adjusted EBITDA growth and strategic investments designed to satisfy accelerating customer demand for our solutions,” said CEO Jon Rambeau.&nbsp;KRMN achieved a record backlog of $801.1 million during the quarter, up 38.2% compared to the end of the fourth quarter of 2024.&nbsp;<h2 class="st-heading-2">Business Outlook</h2>For the full fiscal year 2026, KRMN increased its expectations for total revenue to between $715 million and $730 million, and for adjusted core profit to be between $207 million and $218 million.“With strong market conditions and the Seemann and MSC acquisition complete, our total backlog is now more than $1 billion as of March 20, 2026, and supports our increased 2026 financial outlook. This represents annual growth of 53 percent in revenue and 46 percent in adjusted EBITDA, to the midpoints of those ranges,” Rambeau said.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around KRMN trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;One bullish user praised the results and noted that the company operates in a growing defense sector.&nbsp;<stembedurl>https://stocktwits.com/Liquidmotions/message/648569804</stembedurl>Shares in the company have jumped 34% so far in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this U.S. Navy released handout, Arleigh Burke-class guided-missile destroyer USS Thomas Hudner (DDG 116) fires a Tomahawk land attack missile in support of Operation Epic Fury, on March 1, 2026 at Sea. 

Karman Space & Defense Stock Is Rising – Know Why

The company said that it posted record quarterly revenue of $134.5 million, up 47.4% year over year.

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Primoris Services Corp (PRIM) stock rose 10.7% in aftermarket trade on Monday after the specialty construction and infrastructure firm forecasted 2025 earnings above Wall Street’s projections.The company forecast adjusted earnings per share in the range of $4.20 to $4.40 per share for this year, while analysts, on average, expect it to post $4.04 per share, according to FinChat data.During the fourth quarter, the company reported adjusted earnings of $1.13 per share, which exceeded Wall Street’s expectations of $0.75 per share.The infrastructure services firm’s quarterly revenue of $1.74 billion, topped analysts’ estimated $1.59 billion.Its fourth-quarter utilities segment revenue rose 15.2% to $87.6 million due to higher activity in communications, gas operations, and power delivery compared to the year-ago quarter.Primoris said its energy segment revenue jumped 15.6% to $148.1 million, aided by increased renewables activity, partially offset by lower pipeline activity.The company’s total backlog hit a record $11.9 billion as of Dec. 31, compared with $10.9 billion at the end of 2023.The company acknowledged that uncertainty exists regarding inflation, supply chain constraints, and changing trade and regulatory policies.“We are confident in our ability to adapt to these potential opportunities and challenges and grow profitably,” CEO Tom McCormick said.The company estimated capital expenditures for 2025 in the range of $90 to $110 million.Retail sentiment on Stocktwits moved to ‘bullish’ (70/100) territory from ‘extremely bullish’(82/100) a day ago, while retail chatter was ‘normal.’<figure class="image"><img style="aspect-ratio:810/184;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/PRIM_Feb_25_da591eed96.JPG" alt="PRIM-Feb 25.JPG" width="810" height="184"><figcaption>PRIM’s Sentiment Meter and Message Volume as of 03:32 a.m. ET on Feb. 25, 2025 | Source: Stocktwits</figcaption></figure>Over the past year, <a href="https://stocktwits.com/symbol/PRIM">Primoris stock</a> has gained nearly 62%.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/realty-income-stock-falls-aftermarket-on-tepid-2025-forecast-retail-s-unfazed/chdEzeKRxU">Realty Income Stock Falls Aftermarket On Tepid 2025 Forecast, Retail’s Unfazed</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Primoris Services Corporation Company logo seen displayed on a smartphone. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)

Primoris Services Stock Jumps After The Bell As 2025 Forecast Impresses Wall Street, Retail’s Bullish

During the fourth quarter, the company reported adjusted earnings of $1.13 per share, which exceeded Wall Street’s expectations of $0.75 per share.

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