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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 trending after reporting substantial revenue growth and positive adjusted EBITDA, coupled with increased capacity guidance and the strategic acquisition of AI agentic search company Tavily. The community is actively debating whether these strong operational metrics and strategic moves outweigh a perceived earnings miss, positioning NBIS as a highly discussed AI infrastructure play amid intense sector demand.

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 its oral obesity drug, VK2735, will advance directly to Phase 3 trials in Q3 2026, significantly accelerating its market timeline and drawing community discussion around its strong clinical pipeline. This accelerated development, coupled with ongoing Phase 3 trials for its injectable version and a robust cash position, fuels community sentiment that the company is undervalued and a prime acquisition target, especially amid recent regulatory scrutiny on compounded GLP-1 alternatives.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape's new Eagle Line pilot production facility and ongoing B-sample shipments to automotive OEMs are sparking intense community discussion. Investors are actively debating the company's path to commercialization and eagerly anticipating concrete partnership announcements for its solid-state battery technology.

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 is trending following the U.S. FDA approval of its Optune Pax, a Tumor Treating Fields therapy for locally advanced pancreatic cancer, hailed as the first new treatment in three decades with improved patient outcomes. The community is actively debating significant upside potential from this groundbreaking news, while some caution about previous stock volatility and potential commercial challenges, despite promising survival and pain progression data from trials.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X (CCCX) is trending due to the impending shareholder vote to merge with Infleqtion, a quantum technology leader that recently secured high-profile contracts with NASA for space sensing and the U.S. Department of Energy for energy grid optimization. The community is actively debating Infleqtion's significant undervaluation compared to its peers and its robust real-world applications, though some express caution given the SPAC sponsor's past performance.

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 (FSLY) is surging after reporting record Q4 and full-year 2025 financial results, achieving significant revenue growth, improved gross margins, and a return to profitability, alongside an optimistic 2026 outlook. The community is highlighting the company's turnaround, citing strong security revenue and AI-driven tailwinds as key growth drivers, with many believing the stock remains undervalued despite the sharp move.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot is trending following its strong Q4 earnings, beat-and-raise guidance, and new $1 billion share buyback, yet the stock is experiencing a sharp sell-off, prompting intense community debate over whether analyst price target cuts and pervasive "AI disruption" fears are unjustly punishing the SaaS sector.

MNDE is the governance token for Marinade. Marinade helps you to stake Solana without locking in liquidity by turning SOL into mSOL - tokenized version of staked SOL. This way you can both secure the network by staking SOL, and use your mSOL as the ultimate unit in Solana DeFi ecosystem. To provide liquidity, deposit in lending protocols and even buy NFTs.

Marinade

Marinade (MNDE) is trending as the community widely discusses its significant undervaluation, highlighting its substantial Total Value Locked (TVL) on the Solana blockchain relative to its market capitalization, positioning it as a leading liquid staking platform poised for a potential breakout.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending after its Q2 earnings report, which initially caused a stock dip due to a gross margin miss and merely meeting guidance; however, robust AI infrastructure order growth and a raised full-year outlook are now fueling a rally, sparking widespread community discussion about the company's AI-driven future and its position near historic dot-com era highs.

Himax Technologies, Inc. is a semiconductor solution provider dedicated to display imaging processing technologies. It operates through the Driver Integrated Circuit and Non-Driver Products segments. The company's products include display drivers, timing controllers, wafer level optics, video and display technology solutions, liquid crystal over silicon silicon, complementary metal-oxide semiconductor image sensor, and power integrated circuit. Its products used in TVs, laptops, monitors, mobile phones, tablets, digital cameras, car navigation, virtual reality (VR) devices and many other consumer electronics devices. Himax Technologies was founded by Biing Seng Wu and Jordan Wu on June 12, 2001 and is headquartered in Tainan, Taiwan.

Himax Technologies - ADR

Himax Technologies, Inc.

Himax Technologies is trending amid mixed Q4 earnings and cautious Q1 guidance, sparking frustration among investors over consistent 'fluff' from management. However, community discussions are intensifying around the company's crucial role in next-generation Co-Packaged Optics (CPO) for AI data centers, with many anticipating a significant revenue ramp in the coming years despite current subdued outlooks.

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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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Current Price	$184.06
Prev Close	$184.96
Open	$190.00
Dividend Yield	0.00%
50-Day Moving Average	$174.22
Beta	1.48
Avg. Volume	22,092.60
PE Ratio	43.93

52-Week High	$200.00
52-Week Low	$50.77
Market Capitalization	$18.53B
EPS (Annual)	$3.45
Price to Book	-9.63
Revenue Per Employee	$460,904.26

BDRBF
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