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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending following a massive fiscal quarter earnings beat, where the company significantly exceeded expectations across both revenue and EPS while issuing a major upward revision to its future guidance. The community is sharply divided, with bulls pointing to the explosive AI-driven memory supercycle as a justification for further gains, while vocal bears argue the stock is overextended and susceptible to a broader market correction.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is seeing intense volatility as the market debates whether the stock is in a sustainable supercycle driven by persistent memory chip shortages or a speculative bubble destined for a rug pull. While bullish sentiment highlights strong demand and artificial intelligence infrastructure needs, the community is actively trading the massive price swings with aggressive short positions and betting on a major correction following upcoming earnings reports.

Swarmer, Inc. is an AI-driven software company, which develops software platforms and AI systems for autonomous swarm control of drones and unmanned vehicles. The firm offers STYX AI Command and Control System, MINAS Autonomy and Collaboration AI, and TRIDENT Embedded Drone Operating System. The company was founded by Alex Fink and Serhii Kuprienko in May 2023 and is headquartered in Austin, TX.

Swarmer Inc.

Swarmer Inc. is experiencing extreme price volatility and intense retail attention following its recent IPO, with the community actively debating whether its battle-tested drone software justifies the current valuation. Investors are intensely focused on the stock's potential for institutional contracts and multi-day momentum, with many monitoring psychological resistance levels while attempting to capitalize on what they perceive as a crowded short-squeeze setup.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors and the online community debate its volatility and long-term viability amid heightened geopolitical tensions in the Middle East. Discussion is heavily polarized, with critics pointing to the stock's downward trend and management's business strategy, while vocal supporters maintain a bullish outlook despite the broader market's cautious sentiment.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is experiencing high volatility as investors track anticipation for upcoming financial results and evaluate the company's progress in securing government defense contracts, including interest in its drone boats and international expansion. Community sentiment remains polarized, with bulls highlighting the potential for a breakout based on recent media appearances by leadership and drone industry tailwinds, while bears remain focused on valuation concerns and the lack of concrete revenue guidance.

Palladyne AI Corp. engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its products include Palldyne IQ and Palladyne Pilot. The company was founded by Fraser M. Smith and Benjamin G. Wolff in 2015 and is headquartered in Salt Lake City, UT.

Palladyne AI Corp.

Palladyne AI is seeing significant market activity fueled by strong earnings, reaffirmed multi-hundred percent revenue growth guidance, and successful defense contract wins for missile propulsion and autonomous swarm technology. While the stock experiences high volatility, the community remains intensely divided between retail investors betting on a short squeeze due to high short interest and long-term supporters focused on the companys strategic pivot into integrated defense manufacturing.

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SPDR Gold Shares ETF

GLD is trending as investors grapple with the economic fallout of the Iran war, with community sentiment split between those viewing the price action as institutional manipulation or a healthy consolidation and those frustrated by its failure to act as a traditional safe-haven hedge against rising oil prices and inflation. Traders are actively debating whether current geopolitical tensions and record debt levels justify a long-term bullish outlook or if imminent interest rate decisions and dollar strength will drive further near-term volatility.

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 trending as investors aggressively position themselves ahead of the OFC conference, where the company is slated to demonstrate its external light source products and accept a major industry award. The community is deeply divided between long-term bulls anticipating a breakout via potential tier-one customer announcements and skeptics demanding verifiable revenue and order flow to justify the stock's recent volatility.

Cingulate, Inc. operates as a clinical stage bio pharmaceutical company using a Precision Timed Release drug delivery platform technology to build a pipeline of next-generation pharmaceutical products. The firm initially focused on the treatment of Attention Deficit/Hyperactivity Disorder (ADHD). It identifies and evaluates additional therapeutic areas, PTR technology employed to develop future product candidates. Cingulate was founded by Shane J. Schaffer, Craig Steven Gilgallon, Raul R. Silva, Matthew N. Brams in May 2012 and is headquartered in Kansas City, KS.

Cingulate Inc

Cingulate Inc. is experiencing intense volatility and heightened trading volume as investors debate the impact of the FDA's recent request for additional manufacturing and CMC information. While some community members view this as a routine regulatory hurdle that leaves the core investment thesis intact, others are reacting with concern, leading to a sharp pullback from recent highs.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is surging as investors bet on the company's ability to capitalize on soaring global LNG prices and supply shortages triggered by the blockade of the Strait of Hormuz and the shutdown of major Qatari facilities. The community is heavily focused on the company's significant exposure to the spot market, with many bulls arguing that recent geopolitical instability makes the stock a must-own hedge for long-term energy security.

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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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