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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending after a prominent financial institution issued a 'Sell' rating, with many in the community interpreting this as an attempt to drive down the share price and acquire shares at a discount. While the institution cited concerns over margin compression, bullish investors remain focused on the company's significant revenue growth, its critical role in the booming AI infrastructure sector, and the potential for a short squeeze heading into anticipated earnings.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Taiwan Semiconductor Manufacturing is trending following a robust earnings report that showcased strong gross margins and an aggressive CapEx outlook, signaling sustained demand for advanced AI chips. The community is largely bullish, anticipating significant upside as TSM's critical role in the semiconductor supply chain continues to drive conversation. This positive sentiment is further amplified by news of potential expanded US-Taiwan trade agreements benefiting its US manufacturing presence.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending due to a significant analyst upgrade and widespread speculation about key partnerships, including reports of Apple leveraging its advanced manufacturing for future chips. This has ignited strong bullish sentiment within the community, fueled by reports of surging server CPU demand and its strategic positioning with domestic foundry capabilities, leading many to believe a substantial turnaround is underway and shorts are facing increasing pressure.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is actively trending as it navigates a strategic shift, marked by recent layoffs in its Reality Labs division to refocus on AI, alongside reports of ramping up production for its Ray-Ban AI glasses. The market is sharply divided, with many debating if its current valuation presents a significant buying opportunity after a notable decline, while others express deep skepticism over its extensive AI investments and past Metaverse spending ahead of its upcoming earnings report.

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 strong community interest and increased trading volume, driven by anticipation of a potential gamma squeeze from expiring options. Investors are actively discussing the company's disruptive optical interposer technology, which is considered essential for addressing power and speed bottlenecks in hyperscale AI data centers. Many believe strategic partnerships and upcoming product developments position POET for significant growth in the evolving photonics landscape.

High Roller Technologies, Inc. is an evolving and growth-oriented iCasino and entertainment company, which engages in the business of operating an online gaming business offering casino betting games to customers. The firm also offers a wide range of games including many that are available in land-based casinos, such as blackjack, roulette, baccarat, poker, and slot machines. The company was founded by Michael Alexander Cribari and Brandon Christopher Eachus on December 21, 2021 and is headquartered in Las Vegas, NV.

High Roller Technologies Inc.

High Roller Technologies Inc

High Roller Technologies (ROLR) is experiencing a parabolic surge following its binding partnership with Crypto.com/US to launch an exclusive prediction markets platform and expand sports betting in the U.S. This news, combined with a low share float, is fueling intense speculative buying and hopes for a multi-day rally, while others caution about potential pullbacks and dilution.

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 is trending as its "Buy Now, Pay Later" offerings gain significant attention, especially amid discussions of potential credit card interest rate caps that could boost adoption. Despite robust financials and strategic AI-driven partnerships, the community expresses frustration over the stock's persistent undervaluation and perceived market manipulation, with many anticipating a significant reversal from current levels.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is a hot topic as the crypto community keenly watches developments around a proposed US Digital Asset Market CLARITY Act, particularly following reports of Coinbase's pushback on certain provisions. This regulatory uncertainty, alongside the stock's often-frustrating price action despite broader crypto strength, fuels extensive debate among investors regarding its near-term trajectory and long-term potential as a key market player.

BRC Group Holdings, Inc. engages in the provision of financial services and solutions to the capital raising and financial advisory needs of public and private firms. It operates through the following segments: Capital Markets, Wealth Management, Financial Consulting, Auction and Liquidation, Communications, and Consumer. The Capital Markets segment provides investment banking, corporate finance, research, wealth management, and sales and trading services to corporate, institutional, and high net worth clients. The Wealth Management segment offers retail brokerage, investment management, and insurance, and tax preparation services. The Financial Consulting segment focuses on a variety of specialized advisory services spanning bankruptcy, restructuring, turnaround management, forensic accounting, crisis and litigation support, appraisal and valuation, real estate, and operations management. The Auction and Liquidation segment deals with retail liquidation services. The Communications segment is composed of a portfolio of companies acquired for attractive risk-adjusted investment return characteristics. The Consumer segment includes Targus and the Brands investment portfolio. The company was founded in 1973 and is headquartered in Los Angeles, CA.

BRC Group Holdings Inc.

B. Riley Financial Inc

B. Riley Financial is experiencing significant momentum following the market's reaction to its Q3 10-Q filing, which confirms NASDAQ compliance and showcases a robust financial turnaround, particularly in its Capital Markets segment. The community is actively discussing the potential for a substantial short squeeze, with many believing that high short interest combined with the positive news puts shorts in a precarious position and could drive a multi-day rally.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is seeing significant traction, fueled by a KeyBanc upgrade that highlights strong hyperscaler demand for its server CPUs, which are reportedly nearly sold out for 2026, and projected robust AI revenue growth from its MI355 and MI455 GPUs. This positive outlook, coupled with a new strategic AI collaboration with Tata Consultancy Services, is generating considerable community excitement, with many anticipating further upside despite some calling for a near-term correction.

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Ardelyx (NASDAQ:ARDX) Stock Price Down 6.8% on Insider Selling

Ardelyx (NASDAQ:ARDX) Stock Price Down 6.8% Following Insider Selling...

Are Medical Stocks Lagging  Ardelyx (ARDX) This Year?

Here is how Ardelyx (ARDX) and Halozyme Therapeutics (HALO) have performed compared to their sector so far this year.

Insider Selling: Ardelyx (NASDAQ:ARDX) Insider Sells 50,000 Shares of Stock

Ardelyx, Inc. (NASDAQ:ARDX - Get Free Report) insider Laura Williams sold 50,000 shares of the company's stock in a transaction that occurred on Thursday, January 8th. The stock was sold at an...

<ul class="summary-bullets"><li>Piper upgraded Ardelyx to ‘Overweight’ and lifted its price target to $16 after sharply higher 2026 guidance.</li><li>The company now expects its lead therapy to reach $1 billion in annual revenue by 2029, years earlier than prior expectations.</li><li>Ardelyx also guided for continued growth across its broader portfolio, including Xphozah.</li></ul>Ardelyx shares&nbsp;rose nearly 3% in premarket trading on Friday after Piper Sandler upgraded the stock to ‘Overweight’ from ‘Neutral’, pointing to an improved revenue outlook for Ibsrela, the company’s first-in-class treatment for irritable bowel syndrome with constipation, following its latest guidance update.<h2 class="st-heading-2">Piper Upgrade Follows Guidance Reset</h2>Piper Sandler raised its Ardelyx price target to $16 from $10, implying an upside of about 130%, after the company updated its fourth quarter preliminary estimates and first fiscal 2026 guidance. The constipation drug “stole the show,” Piper Sandler wrote, referring to revenue projections that far exceeded expectations.The firm highlighted Ardelyx’s 2026 revenue guidance of $410 million to $430 million, which it said far exceeds consensus estimates of about $375 million. Piper also noted that the company now expects the treatment to reach $1 billion in annual revenue by 2029, roughly four years earlier than the firm had previously anticipated.<h2 class="st-heading-2">Constipation Drug Anchors Growth Outlook</h2>Ardelyx said&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ardelyx-stock-rallies-after-announcing-prelim-results-makes-retail-bullish/cmUbXbxR454">most of its 2026 revenue is expected to come from Ibsrela</a>. The company said revenue from the treatment is projected to rise at least 50% from 2025 levels.The drug is forecast to pull in roughly $274 million in revenue in 2025, which would be 73% growth versus 2024, the company said. Revenue in the fourth quarter was about $87 million, versus $53.8 million in the same period a year earlier.<h2 class="st-heading-2">Pipeline Progress</h2>In addition to its Ibsrela, Ardelyx estimated it will generate $110 million to $120 million in 2026 revenue from Xphozah, an FDA-approved drug that lowers phosphorus in adults with chronic kidney disease who receive dialysis.CEO Mike Raab said the company is entering 2026 “exceptionally well positioned” as it continues to invest in expanding its commercial footprint and long-term growth opportunities.Ardelyx also said a late-stage clinical trial evaluating its constipation drug in patients with chronic idiopathic constipation has begun and is expected to wrap up in the second half of 2027, a step that could broaden the drug’s potential market.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for Ardelyx was ‘extremely bullish’ amid ‘extremely high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/ardx_ss_png_7d339ba60e.webp" alt="ardx ss.png" width="972" height="148"><figcaption>ARDX sentiment and message volume as of January 9| Source: Stocktwits</figcaption></figure>One user said the next potential target could be around $7.50, pointing to an unfilled price gap from early July 2024.<stembedurl>https://stocktwits.com/opportoni/message/641304712</stembedurl>Another user described the stock as “pure gold.”<stembedurl>https://stocktwits.com/piratepotatoman/message/641299736</stembedurl><a href="https://stocktwits.com/symbol/ARDX">Ardelyx’s stock</a> has risen 31% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Ardelyx logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Ardelyx Stock Rises Premarket As Piper Sees Over 100% Upside — Says Constipation Drug ‘Stole The Show’ With 2026 Guidance

The updated outlook implies Ardelyx’s lead therapy could reach $1 billion in annual revenue about four years earlier than previously expected.

Equity

<ul class="summary-bullets"><li>Ibsrela achieved $274 million in revenue in 2025, representing 73% growth vs. 2024</li><li>The company expects 2029 IBSRELA revenue to be $1 billion.&nbsp;</li><li>It expects Ibsrela FY2026 revenue to be between $410 and $430 million, up 50% from 2025.&nbsp;</li></ul>Shares of Ardelyx rallied on Thursday after it announced its preliminary guidance for the fiscal year 2026 that buoyed retail traders.&nbsp;The company said that majority of its full-year 2026 revenue will come from its &nbsp;drug Ibsrela, a first-in-class therapy for irritable bowel syndrome with constipation. It expects revenue to be between $410 and $430 million, representing growth of at least 50% compared to 2025.The company said it expects its full-year 2026 Xphozah revenue is expected to be between $110 and $120 million. Ardelyx’s Xphozah is a FDA-approved drug that is given to lower phosphorus levels in adults with chronic kidney disease on dialysis.&nbsp;“We enter 2026 exceptionally well positioned to deliver significant growth and long-term value creation as we invest in our business to accelerate our commercial opportunities,” said Mike Raab, president and chief executive officer at Ardelyx.&nbsp;Shares in the company soared nearly 17% at the time of writing.&nbsp;<h2 class="st-heading-2">Ibsrela Potential</h2>Ardelyx launched Ibsrela in the U.S. in 2022 and has since been a success for the company. The company expects 2029 Ibsrela revenue to be $1 billion.&nbsp;The drug generated a revenue of about $87 million in the fourth quarter of 2025 compared to $53.8 million in the year-ago quarter. Ibsrela finished 2025 with full year revenue totaling approximately $274 million, 73% growth compared to 2024, it said.&nbsp;It also said that a late-stage clinical trial evaluating Ibsrela in patients with chronic idiopathic constipation (CIC) has commenced and is expected to be completed in the second half of 2027.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around ARDX trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;One bullish user said the company is going to ‘overachieve’ in 2026.&nbsp;<a href="https://stocktwits.com/Bfunk17/message/641220312">https://stocktwits.com/Bfunk17/message/641220312</a>Another user said that their portfolio saw a big bounce due to the recent announcement.<a href="https://stocktwits.com/elisworld/message/641225054">https://stocktwits.com/elisworld/message/641225054</a>Shares of Ardenyx are up nearly 26% over the past year.&nbsp; &nbsp;

Ardelyx Stock Is Rallying – What Is Making Retail So Bullish?

The company said it made significant commercial progress in 2025, generating approximately $378 million in product revenue. 

Ardelyx (NASDAQ:ARDX) Shares Gap Up - Still a Buy?

Ardelyx (NASDAQ:ARDX) Shares Gap Up - Still a Buy...

Wall Street Analysts See a 92.12% Upside in Ardelyx (ARDX): Can the Stock Really Move This High?

The average of price targets set by Wall Street analysts indicates a potential upside of 92.1% in Ardelyx (ARDX). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Ardelyx (NASDAQ:ARDX) Shares Down 6.9% - Here's Why

Ardelyx (NASDAQ:ARDX) Stock Price Down 6.9% - Here's Why...

Ardelyx (ARDX) Moves 5.5% Higher: Will This Strength Last?

Ardelyx (ARDX) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.

Squarepoint Ops LLC Takes $708,000 Position in Ardelyx, Inc. $ARDX

Squarepoint Ops LLC acquired a new position in shares of Ardelyx, Inc. (NASDAQ:ARDX - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange...

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

Short-Term Volatility, Then Markets Move On

Sustained Risk-Off Until Fed Path Is Clear

Little Impact — Fundamentals Still Rule

Other – Comment Below

Markets pulled back after reports that the DOJ opened a criminal investigation into Federal Reserve Chair Jerome Powell, raising concerns about central bank independence. With rate cuts, inflation, and political pressure all in focus, how do you think this standoff will impact markets in 2026?

How Will the Powell Investigation Impact Markets in 2026?

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