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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 seeing intense discussion ahead of its upcoming earnings report, with community sentiment split between strong conviction in its accelerating AI infrastructure revenue and the potential for short-term volatility. The recent acquisition of Tavily and major contracts highlight its position in the booming AI cloud market, driving debate over execution and future growth.

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 amidst a deep sector-wide sell-off fueled by market fears that AI will disrupt enterprise software; however, a significant portion of the community views these concerns as overblown, emphasizing the company's robust fundamentals, recent AI acquisitions, and perceived deep undervaluation.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

NovoCure's FDA approval of its Optune Pax device for locally advanced pancreatic cancer, hailed as the first new treatment in decades for this high-need disease, is sparking widespread community discussions about its significant revenue potential and the possibility of a short squeeze, even as some express skepticism about its commercial success.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending after announcing plans to advance its oral weight-loss drug, VK2735, directly into Phase 3 in 3Q26, accelerating its development alongside the existing subcutaneous program. The community is actively discussing the strengthened potential for a major partnership or acquisition, fueled by the company's robust pipeline, substantial cash reserves, and recent regulatory pressure on compounded GLP-1 alternatives.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is trending after its recent strong quarterly report highlighted record revenue, gross margin, and a crucial shift to profitability. The community is actively discussing this significant turnaround, anticipating continued momentum as the company leverages its strong security segment and potential AI tailwinds in edge computing.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is a fierce battleground following its latest earnings, which saw a Q4 beat overshadowed by cautious Q1 guidance, triggering a significant stock decline. The community is sharply divided between those who believe the sell-off is an overreaction and a prime buying opportunity, and those expressing deep concerns about future growth and the potential impact of AI competition on its core business.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Energy and Transportation, Financial Products, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Energy and Transportation segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The Financial Products segment provides financing alternatives to customers and dealers for Caterpillar products and services, as well as financing for power generation facilities. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925 and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar's stock is experiencing a notable surge, primarily driven by strong demand for its power generation equipment in the booming AI data center sector, which was highlighted in recent performance reports. This has led the community to actively debate its unexpected re-rating as an an AI infrastructure play, fueling its impressive run while also raising questions about its current valuation.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending after reporting robust Q4 revenue growth and announcing a $2 billion share repurchase program, though the stock experienced a significant post-earnings sell-off that the community largely attributes to market manipulation. Investors are actively discussing whether this sharp dip presents an attractive buying opportunity given the company's strong fundamentals and positive long-term outlook.

Bed Bath & Beyond, Inc. engages in the provision of an e-commerce platform. It offers furniture and home furnishing products and services. The company was founded on May 5, 1997 and is headquartered in Murray, UT.

Bed Bath & Beyond Inc.

Bed Bath & Beyond Inc

Bed Bath & Beyond is trending as the company announces an acquisition of tokens.com/ and a merger with The Brand House Collective, signaling a pivot into real estate finance and tokenized assets. Community discussion is highly polarized, with optimists highlighting strategic growth under CEO Marcus Lemonis, while skeptics point to a history of dilution and ongoing cash concerns.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

Kendu Crypto is trending due to its highly active and dedicated community, which is passionately building a 'permissionless brand' through continuous real-world product development and grassroots initiatives. Despite prevailing market conditions, the community's strong conviction and consistent accumulation highlight its belief in the project's long-term value and significant growth potential.

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U.S. President Donald Trump departs after speaking during a House Republican retreat at The John F. Kennedy Center for the Performing Arts on January 06, 2026 in Washington, DC

Bombardier, General Dynamics Caught In Crosshairs Of Trump's New Tariff Fury On Canada Over Business Jets

Trump warned of a 50% tariff on Canadian-made aircraft and floated broader trade penalties if Canada moves ahead with China.

Equity

Trump warned of a 50% tariff on Canadian-made aircraft and floated broader trade penalties if Canada moves ahead with China.


L3Harris Technologies (LHX) said that it has received a contract to deliver modified Bombardier Global 6500 airborne early warning and control (AEW&amp;C) aircraft to the Republic of Korea Air Force, in a contract valued at $2.26 billion.The company said alongside Bombardier, L3Harris is tying up with Israel Aerospace Industries’ ELTA Systems and Korean Air to provide this advanced capability. “These aircraft will fly faster and operate longer to improve the nation’s mission readiness. They will also cruise at higher altitudes for improved safety and provide combat-proven radar coverage to more quickly detect and track threats,” the aerospace firm said.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/LHX">L3Harris</a> was in the ‘neutral’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:800/87;" src="https://news.stocktwits-cdn.com/Oct_19_LHX_JPG_ba1a83495d.webp" alt="LHX’s Sentiment Meter and Message Volume as of 09:38 p.m. ET on Oct. 19, 2025 | Source: Stocktwits" width="800" height="87"><figcaption>LHX’s Sentiment Meter and Message Volume as of 09:38 p.m. ET on Oct. 19, 2025 | Source: Stocktwits</figcaption></figure>South Korea’s Defense PushEarlier this month, South Korea’s President Lee Jae Myung said that the country will raise defense spending by 8.2% to 66.3 trillion won ($47 billion), marking the most significant rise since 2008. U.S. President Donald Trump has been pressuring Asian allies to increase their defense spending to 5% of their gross domestic product, similar to the pledges made by European NATO members.Bombardier has previously partnered with Europe’s Saab to build AEW&amp;Cs for defense customers. “Amid rising geopolitical tensions, this aircraft is the go-to choice for governments seeking to modernize their capabilities, with the reliability and performance to support the most demanding missions,” said Bombardier CEO Éric Martel.L3Harris stock has gained 35% this year. The aerospace and defense firm is scheduled to report its earnings on Oct. 30, where analysts expect the company to post earnings of $2.58 per share.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/activist-investor-turns-up-heat-on-cooper-urges-bausch-lomb-merger-to-boost-returns-report/ch6CWJvR3oK">Activist Investor Turns Up Heat On Cooper, Urges Bausch + Lomb Merger To Boost Returns: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

L3Harris Gets $2.26B Contract To Deliver Modified Bombardier Jets To South Korea

Earlier this month, South Korea’s President Lee Jae Myung said that the country will raise defense spending by 8.2% to 66.3 trillion won.

Industrial giant Honeywell International Inc. (HON) projected a record number of new business jet deliveries over the next decade in a report published on Monday.The company said that 8,500 new business jets, with a projected value of $283 billion, will be delivered over the next 10 years, with an average annual growth rate of 3%."Operators are increasing their usage rates, and in turn, manufacturers are continuing to ramp up production to keep pace with growing demand. Over the next decade, we expect these record-setting levels of deliveries and usage to continue," said Heath Patrick from Honeywell Aerospace Technologies.The forecast bodes well for business jet makers such as Brazil’s Embraer, Canada’s Bombardier, and General Dynamics unit Gulfstream Aerospace, as the growth of business jet flights stagnated after a jump during the pandemic.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/ERJ">Embraer</a> (ERJ) and <a href="https://stocktwits.com/symbol/BDRBF">Bombardier</a> was in ‘neutral’ territory at the time of writing, while traders were slightly ‘bearish’ about aerospace firm <a href="https://stocktwits.com/symbol/GD">General Dynamics</a> (GD).<figure class="image"><img style="aspect-ratio:794/91;" src="https://news.stocktwits-cdn.com/ERJ_oct_14_JPG_1c61e59bbf.webp" alt="ERJ’s Sentiment Meter and Message Volume as of 01:03 a.m. ET on Oct. 14, 2025 | Source: Stocktwits" width="794" height="91"><figcaption>ERJ’s Sentiment Meter and Message Volume as of 01:03 a.m. ET on Oct. 14, 2025 | Source: Stocktwits</figcaption></figure>As per the report, 91% of those surveyed expect to fly more or about the same in 2026 compared to this year. Trump’s signature tax law is also likely to spur purchases due to the presence of a federal tax incentive that allows businesses to deduct a large portion of the cost of certain assets, including business jets, in the year they are put into use.North America is expected to receive roughly 70% of new jet deliveries over the next three years, while Europe is expected to receive about 14% during the same period.Embraer expects to deliver between 145 and 155 business jets this year, while Bombardier and Gulfstream also expect to deliver over 150 aircraft. On Monday, the Canadian firm Bombardier also signed the first order for its Global 8000 series of business jets, billed as the world’s fastest in the category.Embraer’s stock has gained over 57% this year, while Bombardier and General Dynamics shares have each risen over 26%, compared with the 43% gains in the iShares US Aerospace &amp; Defense ETF.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-hails-space-x-starship-success-as-moon-mission-draws-close/ch6mO3pR3lh">‘Great Work’: Elon Musk Hails SpaceX Starship Success As Moon Mission Draws Close</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Bombardier Global 7500, belonging to the Spanish multinational textile company Mango, takes off from Barcelona-El Prat Airport in Barcelona, Spain, on September 15, 2025. 

Honeywell Projects Record Business Jet Deliveries In Next Decade: Which Stocks Could Benefit?

The company said that 8,500 new business jets, with a projected value of $283 billion, will be delivered over the next 10 years, with an average annual growth rate of 3%.

Bombardier continues climb as RBC raises PT, sees more upside

Investing.com -- Shares of   Bombardier Inc   (TSX:BBDb) soared 3% on Monday, lifting the stock to its highest level since 2011, after RBC (TSX:RY) Capital Markets increased its price target on the business jet manufacturer to C$175 from C$108. The call reflects growing investor confidence in the company’s long-term free cash flow potential and valuation re-rating despite near-term earnings remaining below Street estimates.

Bombardier’s U.S. shares (BDRBF) reached their highest level since January 2014 on Wednesday as Wall Street analysts lauded the Canadian business jet maker securing orders for 50 aircraft valued at $1.7 billion.On Monday, Bombardier said an undisclosed customer will purchase its Challenger and Global series of aircraft, holding options to acquire 70 more, bringing the total deal value to $4 billion if all the planes are purchased. The deliveries of the business jets, used by both government and private entities, are scheduled to begin in 2027.In May, the company said it expects to deliver more than 150 aircraft in 2025. It is ramping up operations globally, with service centers and other facilities set to open in the United Arab Emirates, the UK, and Australia.Its Toronto-listed shares also jumped on Wednesday. Canadian markets were closed on July 1 for the Canada Day holiday.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/BDRBF">Bombardier</a> was in the ‘bullish’ while retail chatter was ‘extremely high.’“I can see it reaching 120s to even 130s if it keeps this up,” one user said.<stembedurl>https://stocktwits.com/ScreamingEagles/message/619727892</stembedurl>&nbsp;&nbsp;According to TheFly, Scotiabank upgraded Toronto-listed shares of Bombardier to ‘Outperform’ from ‘Sector Perform’ and noted that demand is seemingly rebounding with the tariff noise dissipating. The brokerage also reportedly said that Bombardier is "firing on all cylinders after a lacklustre Q1 order intake."According to a Bloomberg report, TD Cowen analyst Tim James noted airplane orders of similar scale is not common and it could aide in building investor confidence once more and lead to a stock re-rating.Bombardier’s U.S. shares have gained 58.5% this year.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/robinhood-stock-dips-after-open-ai-denies-links-to-tokenized-offering/chFjLIURcLf">Robinhood Stock Dips After OpenAI Denies Links To Tokenized Offering: 'We... Do Not Endorse It'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bombardier Challenger 604, from private company, preparing for take off on the Barcelona airport runway, in Barcelona, Spain, on March 5, 2025. 

Bombardier Stock Rockets To Over 11-Year High As Analysts Cheer $1.7B Jet Order: ‘Firing On All Cylinders’

The aircraft maker stated earlier this week that the buyer also has options to buy 70 more aircraft.

Bombardier Stock Rockets To Over 11-Year High As Analysts Cheer $1.7B Jet Order

Bombardier’s (BDRAF) U.S.-shares rose 2.2% in extended trading on Monday after the Canadian firm said it has received orders for 50 aircraft, alongside a service agreement, valued at $1.7 billion.The aircraft maker stated that an undisclosed customer will purchase the Challenger and Global series of aircraft, holding options to acquire 70 more, bringing the total deal value to $4 billion if all the planes are purchased. The deliveries of business jets, used by both government and private entities, are scheduled to begin in 2027.“This significant order underscores the competitive advantage Bombardier’s full scope of products and services brings to customers throughout the entire aircraft lifecycle, from design to delivery, then throughout the in-service journey,” said CEO Éric Martel in a statement.In May, the company said it expects to deliver more than 150 aircraft in 2025. It is ramping up operations globally, with service centers and other facilities set to open in the United Arab Emirates, the UK, and Australia.However, the company will look forward to a trade deal between Canada and the U.S. to mitigate tariff uncertainty.Retail sentiment on Stocktwits was in the ‘neutral’ (50/100) territory, while retail chatter was ‘normal.’“The company is well-positioned in the large and medium cabin business jet categories, with its flagship Global and Challenger series aircraft experiencing strong order demand. In particular, we consider its Global series best-in-class in the ultra-long-range jet market,” S&amp;P Global analysts said in June before upgrading the company’s credit rating.The rating agency also projected annual adjusted core profit growth to average in the high-single-digit percentage points over the next three years.<a href="https://stocktwits.com/symbol/BDRAF">Bombardier’s U.S. shares</a> have risen nearly 25% this year.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/aero-vironment-stock-slips-after-1-35-b-capital-raise-plan-to-bolster-drone-manufacturing/chFgCpzRR1F">AeroVironment Stock Slips After $1.35B Capital Raise Plan To Bolster Drone Manufacturing</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bombardier Challenger 604, from TAG Aviation Malta company, preparing for take off on the Barcelona airport runway, in Barcelona, Spain, on March 5, 2025.

Bombardier Scores $1.7B Contract Win For Business Jets, Services

Bombardier’s (BDRAF) U.S.-shares rose 2.2% in extended trading on Monday after the Canadian firm said it has received orders for 50 aircraft, alongside a service agreement, valued at $1.7 billion.

The business jet deliveries are scheduled to begin in 2027.

Bombardier reports $1.7 bln order from new customer for aircraft, services

Investing.com-- Bombardier Inc (TSX:BBDb) on Monday reported a combined $1.7 billion aircraft and services order from a new customer, with deliveries set to begin from 2027.

Bombardier, Inc. engages in the design, building, and maintenance of aircraft. It operates through the Business Aircraft and Others segments. The Business Aircraft segment is involved in selling new aircraft, pre-owned aircraft, and defense aircraft, as well as services and support including parts, smart services, service centers, training, and technical publications. The Others segment refers to the sale of components related to commercial aircraft programs. The company was founded on June 19, 1902 and is headquartered in Dorval, Canada.

Bombardier Inc. - Ordinary Shares - Class B (Sub Voting)

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What do you expect from $COIN earnings on Thursday?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$3.40	--	--	N/A
Q3 '25	$1.41	$1.21	-13.96%	MISSED
Q2 '25	$1.06	$1.11	4.68%	BEAT
Q1 '25	$0.66	$0.61	-7.53%	MISSED
Q4 '24	$2.02	$3.01	49.06%	BEAT

BDRBF
Bombardier, Inc. Class B

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