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SPY is surging as traders react to a signaled two-week ceasefire between the U.S. and Iran, triggering an aggressive recovery in market sentiment. The community remains deeply divided, with bulls celebrating the rally while a vocal contingent of bears warns that the deal is a precarious bull trap that ignores underlying geopolitical risks and long-term instability.

Invesco QQQ Trust Series 1 - Units of beneficial interest

The Invesco QQQ Trust (QQQ) is rallying sharply following a trending announcement of a two-week ceasefire between the U.S. and Iran, which markets are interpreting as a catalyst for de-escalation. The community is actively debating the legitimacy and long-term implications of this agreement, with widespread skepticism regarding the terms of the deal and confusion over conflicting reports of ongoing military activity in the region.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is drawing intense community focus driven by significant expansion in its AI infrastructure, including major hyperscaler partnerships and NVIDIA-backed investment, which retail investors believe justifies a massive growth trajectory. The community is actively debating the stock's resilience amid broader geopolitical volatility, with many users highlighting a potential short squeeze and a bullish long-term thesis centered on its data center dominance and revenue scaling.

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, driven by its high-beta sensitivity to Bitcoin price fluctuations and concerns surrounding its leveraged digital asset treasury strategy. Investors are sharply divided, with active discussion focusing on the impact of ongoing share dilution, institutional inflows, and the stock's significant sensitivity to broader macroeconomic uncertainty.

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 trending as investors weigh conflicting sentiments regarding institutional adoption and potential regulatory breakthroughs like the Clarity Act against persistent price stagnation. Community members remain deeply divided, with many engaging in heated debates over long-term utility versus short-term frustration with the asset's lack of momentum compared to broader market moves.

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 seeing intense investor activity driven by a cascade of positive contract announcements, including a major demining tender and security deals for the upcoming FIFA World Cup. While shareholders are rallying around the company's expanding backlog and strategic integrations with Palantir and World View, the community remains deeply divided by debates over persistent dilution and the stock's volatility in the face of broader geopolitical tensions.

Applied Digital Corporation

Applied Digital is trending as investors aggressively position themselves ahead of the upcoming Q3 earnings report, with high anticipation for potential hyperscaler deal news. The community is actively debating the stock's short-squeeze potential, fueled by high short interest and speculative volatility surrounding geopolitical tensions and broader market sentiment.

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), 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 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 seeing a surge in investor confidence driven by its strategic partnership with Elon Musk's 'Terafab' project, aimed at massive-scale AI and robotics chip fabrication. The community is actively debating the company's potential to re-establish itself as a core strategic foundry player while navigating the volatility of broader macro-tensions.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegian Cruise Line is trending due to heightened volatility as investors weigh activist intervention from Elliott Investment Management against macro headwinds like rising fuel costs and geopolitical tensions in the Middle East. The community remains deeply divided, with some traders viewing the current price weakness as a long-term accumulation opportunity, while others express frustration over algorithmic manipulation and the stock's sluggish recovery compared to sector peers.

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 currently drawing intense investor attention as shifting geopolitical tensions and speculative rumors regarding strategic partnerships, such as a high-stakes chip manufacturing project, trigger sharp volatility. Market participants remain deeply divided, with bulls pointing to potential relief rallies and technical bounce signals, while bears cite underlying fundamental concerns regarding inventory levels and the sustainability of current valuation multiples.

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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. 

Current Price	$34.76
Prev Close	$34.37
Open	$34.22
Dividend Yield	N/A
50-Day Moving Average	$34.31
Beta	N/A
Avg. Volume	2.84M
PE Ratio	N/A

52-Week High	$38.04
52-Week Low	$19.33
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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