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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is rallying as the community anticipates significant recognition for its groundbreaking cancer therapies, spurred by Dr. Patrick Soon-Shiong's compelling presentations and extreme short interest fueling discussions of an imminent squeeze.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is at the center of market attention ahead of its highly anticipated Q4 earnings report, with community discussion intensely focused on whether a potential blowout performance will propel the stock to new highs or trigger a "sell the news" event. This uncertainty is heightened by ongoing debates about AI spending, market maker influence, and concerns over China export controls.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending due to intense community debate surrounding Donald Trump's State of the Union address, as many speculate whether the speech will ignite a rally, given the stock often acts as a proxy for his political sentiment, or further its decline amid discussions of his legal issues and economic policies.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending after reporting mixed Q4 results, which showed increased revenue but also widening losses and substantial cash burn, fueling community debate over its long-term viability. The market is weighing future model launches and recent layoffs against persistent dilution concerns and the financial backing of the Saudi Public Investment Fund.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA Group is trending after reporting strong Q4 earnings and robust revenue growth, fueling bullish excitement about its restaurant expansion. Conversely, a significant portion of the community expresses skepticism regarding its high valuation and decelerating same-store sales, despite the positive results.

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SPY is trending as the community speculates intensely on potential market-moving comments from a political address, while also closely watching an upcoming major AI chipmaker's earnings report for broader market direction.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Tempe, AZ.

First Solar Inc

First Solar is trending after strong earnings were met with lower-than-expected 2026 sales guidance, triggering a sharp sell-off and community debate over the outlook, with bulls highlighting its U.S. manufacturing and competitive edge for growing energy demand, while bears focus on the near-term revenue concerns.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display Technologies, Specialty Materials, Environmental Technologies, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computer, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Environmental Technologies segment focuses on manufacturing ceramic substrates and filter products for emissions control in mobile applications. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning is experiencing a significant rally as escalating demand for its fiber optic solutions positions it as a critical infrastructure play for the accelerating buildout of AI data centers. The community is actively discussing a major agreement to supply a hyperscaler, anticipating additional similar deals, even as some caution about its rapid ascent and overbought indicators.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending amidst a high-stakes bidding war for Warner Bros. Discovery, as WBD's board deems a higher Paramount Skydance offer potentially superior, giving Netflix a four-day window to respond. The community is fiercely debating if Netflix should raise its bid, risking further dilution, or walk away to collect a significant breakup fee, with added political scrutiny impacting the decision.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending following its recent earnings report, which included softer-than-expected subscription revenue guidance and an immediate CEO change aimed at accelerating AI transformation, intensifying the ongoing debate among investors. The community is sharply divided, with many questioning Workday's valuation and the broader enterprise software sector's growth trajectory amidst concerns about AI disruption and the use of non-GAAP financial metrics.

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Should Singapore ETFs Be Your Next Asia Allocation?

Singapore offers stable growth, strong governance and a resilient market, making Singapore-focused ETFs a strategic Asia allocation option.

Southeast Asian nations are scrambling to renegotiate trade terms with the United States as a new wave of tariffs looms.Singapore, Vietnam, Malaysia and Thailand have all signaled their willingness to strike new deals with President Donald Trump, whose 90-day pause on reciprocal tariffs ends in July.As negotiations unfold, the region's export-driven economies are treading a fine line between preserving access to U.S. markets and upholding <a href="https://stocktwits.com/news-articles/markets/equity/china-xi-pushes-for-asian-unity-against-us-tariffs-trump-claims-plan-to-screw-the-us/chQPFWQRbOA">relations with China</a>, America's top economic rival.On Monday, Singapore's Deputy Prime Minister Gan Kim Yong said that the country has been talking with the U.S. about concessions on pharmaceutical exports from the Southeast Asian nation.Gan, also the Trade Minister of Singapore, spoke with U.S. Commerce Secretary Howard Lutnick on a call and said progress has been made in areas such as the export of high-end AI chips from Singapore.Gan said, however, that the present 10% tariffs on exports from Singapore might not be up for negotiation.U.S. goods trade with Singapore totaled $89.2 billion in 2024. More than 10% of Singapore's exports to the U.S. are pharmaceutical products, and the country is seeking a concession to protect its manufacturing industry.Singapore is also negotiating access to powerful Nvidia chips amid U.S. concerns that they are being rerouted to China."We take a very serious view of companies which violate our rules and regulations, and also, we do not condone companies who take advantage of their presence in Singapore to undermine export controls in most popular countries," Gan had assured Lutnick on the call, according to the trade ministry's website.Singapore's neighbors, who have been subjected to much higher reciprocal tariffs, are also trying to negotiate a trade deal before the 90-day tariff pause expires.Vietnam has started trade negotiations with the U.S., its trade ministry reportedly said last week. The country has been hit with a 46% tariff rate, one of the highest.According to a Reuters report, Vietnam is tightening controls on exports of goods bearing the "Made in Vietnam" label to the U.S. It is also looking to cut its $123 billion trade surplus with the U.S. through defense, aerospace, and energy deals.While talks between Thailand and the U.S. were delayed after the Trump Administration asked for a review, the U.S. is Thailand's biggest trade partner, and its exports could be pressured by the 36% reciprocal tariffs imposed on it.Thailand's southern neighbor, Malaysia, said last week that it is open to negotiating with the United States on non-tariff barriers, lowering its trade deficit, and exploring a bilateral trade agreement.The <a href="https://stocktwits.com/symbol/ASEA">Global X FTSE Southeast Asia</a> ETF (ASEA) has fallen 1.8% year to date (YTD). In comparison, the <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ</a> Trust (QQQ), which tracks the Nasdaq 100, and the SPDR <a href="https://stocktwits.com/symbol/SPY">S&amp;P 500 ETF</a> Trust (SPY) have fallen 8.1% and 6.6%, respectively.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/areb-omex-why-these-industrial-stocks-saw-a-big-spike-in-retail-chatter-last-week/chQxsMCRbhL">AREB, OMEX: Why These Industrial Stocks Saw A Big Spike In Retail Chatter Last Week</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump talks to reporters after inspecting the North Lawn with members of the White House grounds crew. (Photo by Chip Somodevilla/Getty Images)

Trump Tariffs: Southeast Asian Nations Hustle To Strike Trade Deals Ahead Of Deadline — Here's Where They Stand

Most export-driven countries in the region have signaled their openness to negotiations.

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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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