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

ImmunityBio Inc

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

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

NVIDIA Corp

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

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

Lucid Group Inc

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

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

Cava Group Inc

CAVA Group Inc

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

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

Corning, Inc.

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

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibre is trending as its latest earnings report delivered strong revenue growth but a slight miss on profitability, sparking a debate among investors who weigh aggressive market share expansion against short-term margin pressures and sector competition. The community is actively discussing the stock's significant price volatility following the results.

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

Netflix Inc.

Netflix Inc

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

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

First Solar Inc

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

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

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

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending after a prominent financial commentator delivered a highly positive endorsement, sparking community discussion between bullish investors highlighting strong fundamentals and those wary of a potential "Cramer curse" or continued price volatility. Many are also discussing its path to S&P 500 inclusion amid broader fintech sector pressures.

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Microsoft Corporation

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<ul class="summary-bullets"><li>The offerings are designed to unify fragmented retail processes into a joined system that anticipates needs and acts autonomously.</li><li>Among the new features is Copilot Checkout, which enables shoppers to complete purchases directly within conversations.</li><li>Microsoft also introduced Brand Agents for Shopify merchants and a customizable shopping agent template in Copilot Studio.&nbsp;</li></ul>Microsoft Corp. (MSFT) on Thursday launched a suite of agentic AI solutions designed to change and aid how retailers operate, engage customers, and drive sales.&nbsp;The new tools seek to automate workflows across merchandising, marketing, fulfillment, and store operations, giving retailers a connected chain of intelligence to improve efficiency, speed, and customer relevance.<h2 class="st-heading-2">AI-Driven Retail&nbsp;</h2>The offerings are designed to unify fragmented retail processes into a joined system that anticipates needs and acts autonomously. By equipping teams with context-aware tools, the solutions aim to help in the industry’s shift toward intelligence-driven operations.&nbsp;Among the new features is Copilot Checkout, which enables shoppers to complete purchases directly within conversations without leaving Copilot to go to shopping sites. Partners supporting the system include PayPal, Shopify, and Stripe.&nbsp;<blockquote>“Copilot Checkout can move a customer from intent to transaction in seconds, all without leaving the conversation.”-Mani Fazeli, VP of Product, Shopify</blockquote><a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> traded over 1% lower on Thursday premarket. On Stocktwits, retail sentiment around the stock changed to ‘neutral’ from ‘bearish’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_08_114536_png_0b1fc496e5.webp" alt="MSFT’s Sentiment Meter and Message Volume as of 11:45 a.m. ET on Jan. 8, 2026 | Source: Stocktwits" width="933" height="101"><figcaption>MSFT’s Sentiment Meter and Message Volume as of 11:45 a.m. ET on Jan. 8, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Brand Agents&nbsp;</h2>Microsoft also introduced Brand Agents for Shopify merchants and a customizable shopping agent template in Copilot Studio. The agents provide advanced capabilities like outfit building, real-time recommendations, and cross-channel interactions.The tech giant’s catalog enrichment agent in public preview can extract product attributes, enhance data with social insights, and automate onboarding and categorization tasks.&nbsp;Like its peers Microsft has been heavily investing in building its AI capabilities and partnerships. In 2025,&nbsp;the company disclosed a record $35 billion capital expenditure to build out its AI infrastructure. The tech giant’s $10 billion investment in Portugal and a $17.5 billion commitment in India reflect its diversified bet on AI and its capabilities to change how businesses function worldwide.&nbsp;On Thursday, Wells Fargo revised its price target for the stock, lowering it to $665 from $700 while maintaining an ‘Overweight’ rating, according to TheFly. The firm highlighted that artificial intelligence remains a central driver of the technology sector in 2026, suggesting sustained investor interest despite near-term valuation adjustments.MSFT stock has gained over 12% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-kratos-defense-stock-surge-today/cmUbf6oR45c">Why Did Kratos Defense Stock Surge 17% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Screens show the logo of Microsoft and its AI service Copilot. 

Microsoft’s AI-Powered Shopping Agents Aim To Streamline Retail Operations

The new tools seek to automate workflows across merchandising, marketing, fulfillment, and store operations, giving retailers a connected chain of intelligence.

Equity

The new tools seek to automate workflows across merchandising, marketing, fulfillment, and store operations, giving retailers a connected chain of intelligence.


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

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