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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 capturing intense market attention as investors weigh its critical role in the AI infrastructure cycle against high expectations, leading to heavy options activity and polarized community debates over whether results are already priced in. Participants are closely monitoring the upcoming earnings for clarity on future demand, sector growth, and management guidance that could impact the broader market trajectory.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is experiencing significant volatility and downward pressure ahead of its upcoming earnings report, with community sentiment split between those viewing the price drop as a "bear trap" or value buying opportunity and others concerned about insider selling and tariff impacts. Investors remain deeply divided on the stock's future, as many weigh the potential for a growth rebound driven by successful brand acquisitions against the risks of sector rotation and institutional manipulation.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares are seeing extreme volatility following earnings that topped analyst estimates but provided cautious forward guidance. The community remains sharply divided, with some investors accumulating shares on the dip as a long-term AI-driven growth play, while others fear the firm's business model faces existential disruption from emerging AI automation tools.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is surging as investors react to bullish CEO commentary regarding positive GPS immunotherapy data, which is being framed as superior to current standards of care. The community is heavily focused on the potential for an imminent short squeeze and clinical milestones, creating a volatile environment as traders monitor institutional buying activity and the upcoming oncology conference presentation.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware is experiencing extreme volatility and heavy retail attention as traders speculate on its potential for a massive rally following a recent IPO. The community is actively debating whether the stock is a legitimate opportunity or a classic pump-and-dump scheme, with many watching for breakout levels while navigating multiple trading halts.

Applied Digital Corporation

Applied Digital is currently trending following a major lease announcement with a high-grade hyperscaler that pushed its contracted AI capacity past the gigawatt threshold, fueling significant community excitement about its long-term growth. Investors are actively discussing the stock's potential for further gains as it continues to expand its data center footprint, with many using the recent price volatility as an opportunity to add to their positions.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

AEVEX Corp. is drawing significant community interest following its strong debut, fueled by its operational role in defense-tech and autonomous drone systems. Traders are actively debating the company's valuation and growth potential against established peers, with many focused on its substantial backlog and ability to secure key U.S. government contracts in an evolving defense environment.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

Zcash is trending following news that the SEC has closed its three-year probe into the token, sparking a significant rally and community discussions regarding its potential to regain past highs. Traders are actively debating whether this movement represents a sustainable breakout or a temporary pump, while many enthusiasts highlight Zcash's privacy features and limited supply as catalysts for long-term growth.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending as investors debate the impact of advanced AI models like Anthropic's Mythos on cybersecurity software, with bullish sentiment focused on the stock's role in the new defensive infrastructure alongside Palo Alto Networks. While some community members worry about potential valuation compression and margin headwinds, others highlight the firm's critical platform expansion and persistent enterprise demand as institutional smart money continues to evaluate the sector's long-term resilience.

Syntec Optics Holdings, Inc. engages in the design and manufacture of optics and photonics enabled products. The company was founded in 1981 and is headquartered in Rochester, NY.

Syntec Optics Holdings Inc. - Ordinary Shares - Class A

Syntec Optics Holdings Inc

Syntec Optics (OPTX) is trending as investors react to its position as a domestic supplier of high-precision optics for defense, space, and AI infrastructure, further bolstered by recent defense purchase orders. The community is actively debating the company's growth potential against its financial positioning, with discussions focused on its role in the U.S. defense supply chain and its ability to scale production for LEO satellite and AR military programs.

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Top Themes for 2026: AI, Defense, and Infrastructure

BlackRock's Jay Jacobs discusses thematic investing ideas for 2026.

<ul class="summary-bullets"><li>Tower Semiconductor stated that its SiPho platform is optimized for high-speed optical interconnects and is an open platform available to all customers.</li><li>The company stated that its SiPho platform is suited for data center interconnects, high-performance computing, telecommunications, and autonomous cars.</li><li>The company owns five wafer fabrication facilities, with one in Israel, and two each in the U.S. and Japan.</li></ul>Tower Semiconductor (TSEM) shares soared 17% in Thursday’s pre-market trade before paring some of the gains after the company announced a partnership with Nvidia Corp. (NVDA) for 1.6T data center optical modules.Tower Semiconductor stated that its silicon photonics technology (SiPho) enables up to double the data rate compared to prior silicon photonics solutions.Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/TSEM">Tower Semiconductor</a> was in the ‘bearish’ territory, with message volumes at ‘high’ levels.<h2 class="st-heading-2">What Is Tower Semiconductor’s SiPho Platform About?</h2>Tower Semiconductor stated that its SiPho platform is optimized for high-speed optical interconnects and is an open platform available to all customers.“Tower Semiconductor is proud to deliver advanced, high-speed technologies that support demanding data center and AI requirements,” said Tower Semiconductor CEO Russell Ellwanger.The company stated that its SiPho platform is suited for data center interconnects, high-performance computing, telecommunications, and autonomous cars.The SiPho technology enables the creation of photonic integrated circuits that use silicon as the optical medium for transmitting, generating, and manipulating data with light (photons) instead of electricity.<h2 class="st-heading-2">What Does Tower Semiconductor Do?</h2>Tower Semiconductor is an Israel-based foundry that offers analog semiconductor solutions, technology, development, and process platforms to its customers.The company owns five wafer fabrication facilities, with one in Israel, and two each in the U.S. and Japan.In January, Tower Semiconductor announced a partnership with LightIC Technologies to expand the use of the SiPho technology beyond AI infrastructure to products such as LiDAR.<a href="https://stocktwits.com/symbol/TSEM">TSEM stock</a> is up 1% year-to-date and 144% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-maps-ads-escape-european-union-digital-markets-act-designation/cZbZPNsR4V4">Apple Maps And Ads Escape Designation As Gatekeepers Under EU's Digital Markets Act</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Tower Semiconductor Ltd. logo is displayed on a smartphone screen and in the background.

TSEM Stock Soars After Tower Semiconductor Partners With Nvidia For Data Center Optical Modules

Tower Semiconductor stated that its silicon photonics enables up to double the data rate compared to prior silicon photonics solutions.

Equity

<ul class="summary-bullets"><li>Baird analysts noted that Palantir’s earnings growth has accelerated for 10 consecutive quarters, with the company’s commercial segment driving revenue growth.</li><li>Explaining the reasons behind its PLTR upgrade, Baird stated that Palantir’s free cash flow inflection and its “attractive” free cash flow multiple on 2027 were the “upside scenarios” for the stock.</li><li>The firm added that Palantir’s guidance for the first quarter of 2026 points to further acceleration in its growth.</li></ul>Palantir Technologies Inc.’s (PLTR) blowout fourth-quarter results have earned the company’s stock an upgrade from analysts at Baird.According to TheFly, Baird upgraded Palantir to ‘Outperform’ from ‘Neutral’ while keeping its $200 price target unchanged. This implies an upside of more than 35% from the closing price of PLTR on Monday.<a href="https://stocktwits.com/symbol/PLTR">Palantir shares</a> were up nearly 11% in Tuesday’s pre-market trade, while the stock was the top trending ticker on the platform at the time of writing.<h2 class="st-heading-2">Here’s What Baird Analysts Said</h2>Baird analysts noted that Palantir’s earnings growth has accelerated for 10 consecutive quarters, with the company’s commercial segment driving revenue growth.Explaining the reasons behind its PLTR upgrade, Baird stated that Palantir’s free cash flow inflection and its “attractive” free cash flow multiple on 2027 were the “upside scenarios” for the stock.The firm added that Palantir’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-beats-q4-estimates-reports-surge-in-revenue/cZbgzudR4kD">guidance</a> for the first quarter (Q1) of 2026 points to further acceleration in its growth. The company’s Q1 and full-year 2026 revenue guidance were both ahead of Wall Street’s consensus estimate, according to TheFly.Baird stated that Palantir “remains one of the clearest AI winners.”<h2 class="st-heading-2">Palantir’s Q4 At A Glance</h2>Palantir reported earnings per share (EPS) of $0.25 on revenue of $1.41 billion in Q4, beating Wall Street estimates of an EPS of $0.23 on revenue of $1.34 billion, according to Stocktwits data.“Palantir is alone in choosing to exclusively focus on scaling the operational leverage made possible by the rapid advancements of AI models, a trend that we first called ‘commodity cognition’ well before others started repeating it,” said the company’s co-founder and CEO, Alex Karp.The company forecast revenue in the range of $1.532 billion to $1.536 billion, ahead of a consensus at $1.33 billion. For the full year 2026, Palantir expects revenue of $7.182 billion to $7.198 billion, exceeding an estimated $6.28 billion.Palantir’s commercial revenue in Q4 soared 137% year-on-year, while government revenue grew 66% YoY. During the quarter, the company closed $4.26 billion of total contract value.<h2 class="st-heading-2">How Stocktwits Users Reacted</h2>Retail sentiment on Stocktwits around Palantir was in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels.One bullish user said that the pre-earnings result move in Palantir was a “no brainer” and that the stock was “oversold.”<stembedurl>https://stocktwits.com/Zeit59/message/643771521</stembedurl>Another user recommended that investors be patient and not “overtrade the noise.”<stembedurl>https://stocktwits.com/Mere123/message/643769286</stembedurl><a href="https://stocktwits.com/symbol/PLTR">PLTR stock</a> is down 17% year-to-date, but up 79% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sndk-stock-soars-premarket-sandisk-blowout-q2-demand-exceptionally-strong/cmyShiBR41U">SNDK Stock Soars Pre-Market Following Sandisk’s Blowout Q2 Report, Analyst Says Demand Is 'Exceptionally' Strong</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Palantir Technologies, with the company's circular emblem visible in the background, on July 30, 2025, in Chongqing, China. 

PLTR Stock Surges On An Upgrade Following Blowout Q4, Analyst Calls It 'One Of The Clearest AI Winners'

Baird upgraded Palantir to ‘Outperform’ from ‘Neutral’ while keeping its $200 price target unchanged.

<ul class="summary-bullets"><li>C3.ai stock saw a 122% increase in retail chatter on Stocktwits over the last 24 hours.&nbsp;</li><li>The company’s client list includes government agencies such as the U.S. Air Force.</li><li>In December, the&nbsp; U.S. Department of Health and Human Services (HHS) chose the company to build a data platform for NIH.&nbsp;</li></ul>C3.ai Inc. (AI) is drawing attention on Wednesday after the company is said to be in early discussions to be acquired by privately held automation software company Automation Anywhere.C3 AI provides business-focused AI software with tools that help organizations build, launch, and manage AI systems.Following the report,&nbsp;<a href="https://stocktwits.com/symbol/AI">C3 stock</a> traded over 17% higher in Wednesday’s premarket.&nbsp;<h2 class="st-heading-2">Potential Deal Structure</h2>According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/c3ai-talks-merge-with-startup-automation-anywhere-information-reports-2026-01-28/">report</a>, Automation Anywhere is exploring a transaction to acquire C3.ai and use the deal as a pathway to becoming a publicly traded company.&nbsp;The company’s client list includes government agencies such as the U.S. Air Force, as well as companies in energy production and industrial manufacturing, according to the report.&nbsp;Automation Anywhere focuses on robotic process automation software that allows businesses to reduce manual, repetitive work. The company was valued at approximately $6.8 billion in a 2019 private funding round.&nbsp;<h2 class="st-heading-2">What are Stocktwits Users Saying&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_28_063559_png_00a8028c92.webp" alt="AI’s Sentiment Meter and Message Volume as of 05:50 a.m. ET on Jan. 28, 2026 | Source: Stocktwits" width="935" height="108"><figcaption>AI’s Sentiment Meter and Message Volume as of 05:50 a.m. ET on Jan. 28, 2026 | Source: Stocktwits</figcaption></figure>The stock also saw a 122% surge in retail messages over the last 24 hours.&nbsp;A Stocktwits user predicted an increase in the stock price.&nbsp;<stembedurl>https://stocktwits.com/cgessler/message/643102269</stembedurl>Another user said the news could be the beginning of better days for the stock.&nbsp;<stembedurl>https://stocktwits.com/TheIndustrials/message/643110691</stembedurl>In December, the U.S. Department of Health and Human Services (HHS) selected the company to build a secure, scalable data platform for the National Institutes of Health (NIH) and the Centers for Medicare &amp; Medicaid Services (CMS).AI stock has declined by over 61% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/at-and-t-to-return-billions-to-shareholders-betwen-2026-and-2028-q4-earnings/cmyg2abR4iz">This Telecom Giant Will Return Over $45 Billion To Shareholders Between 2026 And 2028, Announces Strong Q4 Earnings</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The C3.ai logo is displayed on a mobile phone with the company branding visible in the background.

This AI Stock Is Surging On Takeover Chatter – And Retail Traders Are Piling In

According to a Reuters report, C3.ai is said to be in discussion to be acquired by Automation Anywhere.

Beyond the Hype: Top ETFs to Buy as AI Shifts Into a Long-Term Growth Phase

AI is entering a long-term growth phase in 2026, with $527B in capex driving a broadening bull market in AI ETFs like AIQ.

<ul class="summary-bullets"><li>Figma attributed its strong quarterly performance in part to AI product investments.</li><li>Citing strong customer traction for new products, the company raised its full-year guidance.</li><li>Figma’s stock has plummeted about 62% since its late July listing.</li></ul>Figma, Inc. (FIG) stock was among the top five trending tickers on Stocktwits late Wednesday as traders reacted to the newly public design software company’s artificial intelligence (AI)-powered quarterly results.&nbsp;After its initial public offering (IPO) in late July,&nbsp;<a href="https://stocktwits.com/symbol/FIG">Figma stock</a> has plummeted about 62%. Following the quarterly print, the stock rose about 5% in after-hours trading.<h2 class="st-heading-2">Figma’s Q3 Earnings Snapshot</h2>The San Francisco, California-based company surpassed $1 billion in annual revenue run rate after achieving record revenue performance for the third quarter of fiscal year 2025. Figma CEO and co-founder Dylan Field said, “Our incredible quarter was driven in part by AI product investments in Figma Make and our MCP server, which are spreading Figma to new teams and new audiences.”“AI is redefining how software gets built, moving value up the stack to design––and we are building the platform where anyone can go from idea to product.”Here’s how Figma’s headline numbers compare with estimates:- Adjusted earnings per share (EPS): $0.11 (up 150% YoY) vs. $0.05 consensus (Fiscal.ai)-Revenue: $274.17M (up 38% YoY) vs. $263.95M consensusOn an unadjusted basis, the company reported a loss of $2.72 per share, much wider than the year-ago loss of $0.07.CFO Praveer Melwani noted that by the end of September, about 30% of paid customers spent $100,000 or more in annual recurring revenue (ARR) — a measure used to track predictable income over a year.&nbsp;<h2 class="st-heading-2">Figma’s Outlook</h2>Citing strong customer traction for new products, Figma raised its full-year guidance. The company now expects fiscal year 2025 revenue to be between $1.044 billion and $1.046 billion, compared with the average analyst estimate of $1.023 billion.The company expects fourth-quarter revenue to be in the range of $292 million to $294 million, above the consensus estimate of $281.10 million.<h2 class="st-heading-2">What Retail Feels About Figma’s Stock After Q3 Print</h2>On Stocktwits, retail sentiment toward Figma stock shifted to ‘extremely bullish’ by late Wednesday, up from ‘bearish’ a day earlier. The message volume on the stream spiked to ‘extremely high’ levels. Retail chatter over the 24 hours leading up to late Wednesday spiked by nearly 600%.<figure class="image"><img style="aspect-ratio:679/60;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_05_at_11_31_10_PM_png_764e4dddb8.webp" alt="Screenshot 2025-11-05 at 11.31.10 PM.png" width="679" height="60"><figcaption>FIG sentiment and message volume as of 11:30 p.m. ET, Nov. 5 | source: Stocktwits</figcaption></figure>A bullish watcher wondered whether the stock would move toward $50 by Thursday. The stock settled down about 4% in Wednesday's session at $44.01.<stembedurl>https://stocktwits.com/mollielatham/message/635125469</stembedurl>Another user was impressed by Figma’s 38% topline growth and said the stock would return to $55 in no time.<stembedurl>https://stocktwits.com/calmwater2000/message/635123995</stembedurl>The average analyst’s price target for Figma stock is $71.13, according to Koyfin, implying a massive 61% upside from its closing price on Friday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/snap-stock-jumps-after-hours-on-perplexity-ai-deal-q3-beat/cL2tOCYREbf">Snap Stock Jumps After-Hours On Perplexity AI Deal, Q3 Beat — Retail Hails ‘Tunaround’ Quarter</a>

In this photo illustration, Figma logo is seen on a smartphone screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Figma Stock Jumps About 4% In After-Hours Session — Here’s Why

The company said its new products are resonating with customers, hinting at near-term upside relative to expectations. 

The company stated that its new products are resonating with customers, suggesting near-term upside relative to expectations. 

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