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Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending following a strong quarterly earnings report featuring revenue growth that beat analyst expectations and raised full-year guidance, fueled by accelerating enterprise adoption of its AI-powered features. Community sentiment is heavily focused on a potential short squeeze, with investors highlighting significant short interest and arguing that the companys strong net dollar retention and essential role in design workflows prove its long-term value despite broader market concerns about AI competition.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. (UAMY) is experiencing heightened volatility and intense retail discussion as investors react to a confirmed earnings webcast date, a leadership change in the CFO role, and sector-wide sensitivity to upcoming high-stakes diplomatic talks between the U.S. and China. Community sentiment remains deeply polarized between long-term bulls highlighting the company's strategic position in the domestic critical minerals supply chain and skeptics expressing frustration over project expansion timelines and recent price pullbacks.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is trending as investors digest a strong earnings beat and bullish forward guidance, which the community sees as a clear proxy for the ongoing AI-driven semiconductor supercycle. While bulls are celebrating the company's ability to navigate current demand shifts, some market participants remain cautious, debating whether the stock's recent price appreciation is already pricing in perfection.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is experiencing significant volatility as investors react to a smaller-than-anticipated aircraft order from China, with the community divided between those interpreting the news as a sell-the-news event and others seeing a long-term accumulation opportunity. Market participants are actively debating whether this pullback is a temporary reaction to overly optimistic expectations or a deeper concern regarding the company's production stability and future order flow.

Gemini Space Station, Inc. is a holding company, which offers a mobile and web based crypto asset exchange platform, proprietary wallet infrastructure and custody solutions, over-the-counter trading solutions tailored to institutions and professionals, a digital art auction platform, a proprietary United States dollar backed stablecoin, and a credit card product that offers crypto asset rewards on customer purchases. The company was founded by Tyler Winklevoss and Cameron Winklevoss in 2014 and is headquartered in New York, NY.

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

Gemini Space Station is seeing a massive surge in investor activity driven by a $100 million strategic investment from Winklevoss Capital and a robust Q1 earnings report that exceeded revenue expectations. The community is heavily focused on the potential for a significant short squeeze due to high short interest and speculative hope that the company's new CFTC derivatives license will establish it as a key utility player in the crypto sector.

Robo.ai, Inc. engages in the design and development of smart electric vehicles. It aims to integrate avant-garde design, life-style personalization, IoT connectivity, and autonomous driving technology. The company was founded in 2016 and is headquartered in Dubai, United Arab Emirates.

Robo.ai Inc. - Ordinary Shares - Class B

Robo.ai Inc.

Robo.ai Inc. ($AIIO) is trending due to intense buying interest and short-squeeze potential, fueled by its limited share availability and high borrow costs. The community is actively debating whether the stock will continue its rapid momentum toward double digits or if the current volatility marks a temporary top.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings is seeing strong community interest driven by its robust YoY growth, significant customer base expansion across Latin America, and progress toward a U.S. banking charter. While some investors remain cautious about the stock's volatility and historical post-earnings sell-offs, many are focused on the company's long-term potential as it leverages AI-driven underwriting to scale its digital banking powerhouse.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors react to a significant earnings beat and raised full-year revenue guidance, sparking intense debate over whether the stock's growth potential justifies its complex capital structure. The community is actively weighing the company's surging backlog and defense partnerships against persistent concerns regarding dilution and the influence of market makers on share price volatility.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is currently capturing significant attention as investors digest strong Q1 financial results, highlighted by record organic revenue and an improved full-year outlook that reflects accelerating demand for its quantum-sensing and computing platforms. The community is actively debating the company's valuation relative to its peers, with many highlighting its strategic partnerships with major technology firms and defense agencies as long-term catalysts for growth.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as investors react to news that the company has secured over 80% of Northern Data shares, signaling that the acquisition of critical AI and data center assets is nearing completion. The community is focused on this transformation into an AI-infrastructure play backed by Tether, with many discussing the potential for a significant short squeeze given the elevated short interest and upcoming earnings catalyst.

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Fastly Stock Plunges 42% After Q1 Earnings: Time to Stay Cautious?

FSLY sinks nearly 42% after a Q1 beat. Investors eye slower Network Services growth, pricing erosion and rising 2026 infra spend. 


Akamai Technologies upgraded by Bank of America on AI infrastructure shift

Akamai Technologies upgraded by Bank of America on AI infrastructure shift...

Stocks making the biggest moves midday: Akamai Technologies, Micron, Nebius, Alibaba & more

Here are the stocks making headlines in midday trading...

Here Are Wednesday's Top Wall Street Analyst Research Calls: Advanced Micro Devices, Akamai Technologies, HEICO, Johnson & Johnson, MasTec, MercadoLibre, Sandisk, Snap, and More

Here Are Wednesday's Top Wall Street Analyst Research Calls: Advanced Micro Devices, Akamai Technologies, HEICO, Johnson & Johnson, MasTec, MercadoLibre, Sandisk, Snap, and More...

Fastly's Q1 Revenues Rise 20%: Can Growth Stay Near Record Highs?

Fastly's Q1 revenues increase 20% to a record $173M as edge cloud, security and compute demand surge, while 2026 guidance points to mid-teens growth.


Company News for May 11, 2026

Companies In The News Are: TTD, DBX, AKAM, MELI.

<ul class="summary-bullets"><li>Akamai stock gained over 40% last week.</li><li>Akamai provides cloud computing, cybersecurity, and content delivery network services that help businesses run websites, apps, video and digital content faster.</li><li>Stocktwits sentiment for AKAM has remained ‘extremely bullish’ since Thursday.</li></ul>Akamai Technologies' stock posted its best weekly gains since April 2013 and hit a record high, after the enterprise web infrastructure company announced a major cloud deal with an AI company.<a href="https://stocktwits.com/symbol/AKAM">Akamai stock</a> gained 27% on Friday, taking the week’s total to 42%, after it said that “a leading frontier model provider has committed to $1.8 billion over seven years for CIS (cloud infrastructure services)”. Although it did not name the mystery customer,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-05-08/anthropic-inks-1-8-billion-computing-deal-with-akamai">Bloomberg</a> and other media outlets reported that it was Anthropic.<h2 class="st-heading-2">Anthropic On Cloud Deal Spree&nbsp;</h2>Anthropic has announced a&nbsp;series of deals for additional cloud capacity in recent months as demand for its Claude software&nbsp;has soared. The AI company, which&nbsp;is preparing for an initial public offering, has struck or expanded deals with CoreWeave, Amazon, Google, Broadcom and xAI (through SpaceX).At a conference after the SpaceX deal was announced last week, Anthropic CEO Dario Amodei said his company is “working as quickly as possible” to secure more computing resources after experiencing “80x growth” in annualized revenue and usage in the first quarter of this year.Akamai provides cloud computing, cybersecurity, and content delivery network (CDN) services that help businesses run websites, apps, video, and digital content faster and more securely over the internet. Its customers range from hyperscalers, streaming platforms, and gaming companies to banks, retailers, and governments.<h2 class="st-heading-2">Akamai’s Q2 Forecast Underwhelms</h2>The AI deal came as a shot in the arm for Akamai, whose shares had been under pressure alongside other software companies amid a broad-based sector selloff in recent months.&nbsp;To be sure, Thursday’s announcement coincided with the company’s <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.akamai.com/newsroom/press-release/akamai-reports-first-quarter-2026-financial-results">quarterly report</a>, which included a softer-than-expected forecast for the current quarter that Akamai attributed to higher component costs.Akamai forecast second-quarter revenue of between $1.08 billion ​and $1.10 billion, compared with analyst estimates of $1.10 billion from LSEG/Reuters. Its adjusted profit forecast of $1.45 to $1.65 per ​share was also lower than analysts’ $1.68 view. First quarter revenue rose 6% to $1.07 billion, in line with expectations.<h2 class="st-heading-2">Analyst, Retail View On AKAM</h2>Craig-Hallum upgraded the stock to ‘Buy’ from ‘Hold,’ with a $190 price target, while at least 10 brokerages raised their price targets on the stock, according to the Fly.Piper Sandler, which raised its price target to $156 from $114, said the AI deal would take a significant increase in capital expenditures, but would result in solid multi-year returns. The analyst forecast growth in 2027 and beyond to be greater than 10% that bulls have been playing for.Currently, 14 out of 25&nbsp;analysts rate the stock ‘Buy’ or higher, nine rate it ‘Hold’, and two rate it ‘Sell’ or lower, per Koyfin. Their average price target of $143.76 is 3% below the stock’s close.&nbsp;On Stocktwits, the retail sentiment for AKAM has&nbsp;remained ‘extremely bullish’ since late Thursday. The watcher count for the ticker surged nearly 4% last week.Akamai shares are up 70% year to date, and the year is already shaping up to be the stock’s best since 2006.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-sndk-wdc-memory-stocks-rally-overnight-micron-eyes-1-t-club/cZX9oDNReWI">MU, SNDK, WDC: Memory Stocks Rally Overnight, Micron Eyes $1T Club</a>&nbsp;

In this photo illustration, the Akamai Technologies logo is seen displayed on a smartphone screen

 Akamai Stock Posts Best Week Since 2013 On Buzz Of $1.8B Anthropic Cloud Deal 

The AI deal took the focus away from the soft revenue and profit forecasts for the current quarter.

Equity

The AI deal took the focus away from the soft revenue and profit forecasts for the current quarter.


Anthropic Signs $1.8 Billion Akamai Cloud Deal Amid Surging Claude AI Demand: Report

Anthropic reportedly signed a $1.8 billion cloud computing deal with Akamai Technologies, boosting AI infrastructure capacity for its Claude platform.read more...

Akamai Technologies (AKAM) Reports Q1 Earnings: What Key Metrics Have to Say

While the top- and bottom-line numbers for Akamai Technologies (AKAM) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Akamai Q1 Earnings Meet Estimates, Revenues Up Y/Y on Solid Demand

AKAM posts 6% revenue growth in Q1 as demand for API security and AI cloud services rose, though higher infrastructure investments weighed on profits.

Akamai Technologies, Inc. engages in the provision of cloud services for delivering, optimizing, and securing content and business applications over the Internet. Its products include security, web performance, media delivery, and network operator. The company was founded by Frank T. Leighton, Jonathan Seelig, Randall S. Kaplan, and Daniel M. Lewin on August 20, 1998 and is headquartered in Cambridge, MA.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$1.58	--	--	N/A
Q1 '26	$1.60	$1.61	0.58%	BEAT
Q4 '25	$1.76	$1.84	4.84%	BEAT
Q3 '25	$1.64	$1.86	13.53%	BEAT
Q2 '25	$1.55	$1.73	11.56%	BEAT

AKAM
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