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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

Despite reporting blockbuster earnings and raising guidance, NVIDIA's stock is experiencing a notable decline, sparking intense community debate over alleged market manipulation and broader AI valuation concerns, even as many investors view this as a prime buying opportunity.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending following a strong Q4 earnings beat, optimistic 2026 revenue guidance, and strategic wins like a new European quantum key distribution network and a spot on the $151 billion SHIELD defense contract, sparking a short squeeze as the community weighs its accelerating growth in quantum infrastructure against profitability concerns.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy is trending after a substantial earnings miss and weak guidance led to a significant stock drop, causing widespread community distrust in management, though some investors see it as an oversold opportunity in the growing energy storage sector.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladoc Health is trending as its recent earnings report, featuring a beat on estimates and management's commentary on debt and international growth, triggers intense debate among investors over its perceived extreme undervaluation and the potential for a significant short squeeze.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending following its recent earnings, which showed a swing to profitability and an improved outlook, supported by a new non-dilutive credit facility. The community is highly focused on the potential for a significant short squeeze given the high short interest and the strategic value of its Matrix-M adjuvant, especially with new oncology-focused partnerships and the Pfizer collaboration.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Aurinia Pharmaceuticals is trending as its strong quarterly earnings beat and robust financials clash with a flat stock performance, leading to investor frustration and calls for CEO Peter Greenleaf's removal due to perceived lack of transparency on the AUR200 pipeline, despite continued speculation about a potential buyout or strategic partnership.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending following its strong earnings beat, increased dividend, and the announcement of a massive new share repurchase program, which many in the community view as a strong vote of confidence and a major catalyst. However, a cautious future revenue outlook and ongoing concerns about AI's impact on the software sector are fueling debate among investors.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is a hot topic among investors leading up to its earnings next week, driven by strong expectations for its AI semiconductor revenue to double and a significant AI backlog. While many are buying dips, confident in its AI infrastructure leadership and high analyst price targets, others express caution regarding its current valuation amidst broader sector dynamics.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

UniQure is trending after the FDA indicated that its AMT-130 gene therapy data for Huntington's disease is currently insufficient for a Biologics License Application, leading to intense community debate regarding the FDA's evolving stance on rare disease drug approvals and potential future pathways.

PENN Entertainment, Inc. engages in the provision of integrated entertainment, sports content, and casino gaming services. It operates through the following business segments: Northeast, South, West, Midwest, Interactive, and Other. The Northeast segment includes Ameristar East Chicago, Hollywood Casino, Hollywood Gaming, Marquee, and Plainridge Park Casino operations. The South segment manages 1st Jackpot Casino, Ameristar Vicksburg, Boomtown, Hollywood Casino Gulf Coast, Hollywood Casino Tunica, L’Auberge, and Margaritaville Resort Casino. The West segment is involved in Ameristar Black Hawk, Cactus Petes and Horseshu, M Resort Spa Casino, and Zia Park Casino operations. The Midwest segment focuses on Ameristar Council Bluffs, Argosy Casino, Hollywood Casino, Prairie State Gaming, and River City Casino operations. The Interactive segment refers to an online gaming portfolio which includes ESPN BET, Hollywood Casino, theScore Bet, and PENN Game Studios. The Other segment consists of stand-alone racing operations, namely Sanford-Orlando Kennel Club, Sam Houston, and Valley Race Park. The company was founded by Peter M. Carlino in 1982 and is headquartered in Wyomissing, PA.

PENN Entertainment Inc

PENN Entertainment Inc.

PENN Entertainment is trending following stronger-than-expected Q4 revenue and a notable turnaround in its online gaming division, which achieved positive adjusted EBITDA after rebranding to theScore Bet. The community is actively discussing the optimistic 2026 guidance for its online segment to break even and a new share repurchase program, fueling hopes for a sustained recovery.

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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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