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Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending after delivering a strong earnings report with a double beat on estimates and upbeat guidance, primarily fueled by robust AI sales, leading to community discussions about its potential to break out to new highs amid strong demand for data center infrastructure.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble Inc. is trending after reporting an earnings and revenue miss, yet community discussion remains highly focused on the anticipated Northern Data acquisition and Tether's substantial spending commitments for advertising and cloud services, which many believe will drive significant future revenue and could fuel a short squeeze amidst record high short interest.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is trending following its Q2 earnings beat, which showcased strong growth in revenue, membership, and e-commerce, yet the market is debating if these results can justify the stock's consistently high valuation amidst a subdued price reaction.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Escalating Middle East tensions are driving intense debate around USO, with many in the community anticipating a significant spike in oil prices due to threats of Strait of Hormuz disruptions, while others believe market interventions will soon lead to a price reversal.

Nutex Health, Inc. engages in the management and operation of healthcare facilities. It operates through the following segments: Hospital Division, Population Health Management Division, and Real State Division. The Hospital Division is involved in developing and operating a network of micro-hospitals, specialty hospitals, and hospital outpatient departments (HOPDs). The Population Health Division establishes and operates provider networks such as independent physician associations (IPAs). The Real State Division owns land and hospital buildings which are leased to hospital entities. The company was founded in 2011 and is headquartered in Houston, TX.

Nutex Health Inc

Nutex Health is seeing intense debate following its Q4 earnings report and a new short-seller attack, which together highlight concerns over its financial performance and business practices. The community is sharply divided, with bulls emphasizing a new share buyback program and remediated internal control weaknesses, asserting the stock is deeply undervalued and ripe for a short squeeze against what they deem 'malicious' claims.

Samsara, Inc. develops internet connected sensor systems. It combines plug-and-play sensors, wireless connectivity, and cloud-hosted software integrated for deployment. The company was founded by John Bicket and Sanjit Biswas in 2015 and is headquartered in San Francisco, CA.

Samsara Inc - Ordinary Shares - Class A

Samsara Inc

Samsara (IOT) is trending following strong Q4 FY26 earnings that exceeded forecasts and a positive outlook for its AI-powered connected operations platform. While many investors are celebrating the continued growth and analyst upgrades, others remain cautious about the company's high valuation and are discussing a recent patent lawsuit setback and broader sector headwinds.

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 Corp. is drawing significant attention following strong earnings and reaffirming robust revenue guidance, fueled by new defense contracts for missile propulsion and multi-domain swarming autonomy. The community is actively discussing its potential as a defense AI leader, especially given high short interest and escalating global demand for autonomous defense technology.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. 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 (VG) is trending as escalating geopolitical tensions in the Middle East, including a halt in Qatar's LNG production and disrupted shipping, significantly tighten global supply. The community highlights VG's strong operational position, efficient production, and recent favorable arbitration ruling, believing it is poised to capture increased demand and elevated spot prices.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain as well as the Onyx Goliath Blockchain. XCN is also used as an ERC-20 token for Staking and Governance.

Onyxcoin

Onyxcoin is seeing intense debate as its anticipated 'Goliath Mainnet' launch approaches, with community members divided between expectations of a significant rally fueled by new payment infrastructure and whale accumulation, and concerns about a 'sell the news' event amidst broader crypto market volatility.

Gap, Inc. operates as a global apparel retail company, which offers clothing, apparel, accessories, and personal care products for men, women, and children. The firm operates through the following segments: Gap Global, Old Navy Global, Banana Republic Global, Athleta, and Other. The Gap Global segment includes apparel and accessories for men and women under the Gap brand, along with the GapKids, BabyGap, GapMaternity, GapBody, and GapFit collections. The Old Navy Global segment offers clothing and accessories for adults and children. The Banana Republic Global segment provides clothing, eyewear, jewelry, shoes, handbags, and fragrances. The Athleta segment offers fitness apparel for women. The company founded by Donald G. Fisher and Doris F. Fisher in July 1969 and is headquartered in San Francisco, CA.

Gap, Inc.

Gap is trending due to mixed reactions following its recent Q4 earnings, which showed a decline in GAAP EPS despite a slight revenue increase, prompting some community concern. This performance is juxtaposed against earlier analyst optimism for its brand turnaround, successful marketing, and new beauty initiatives, all while the retail sector navigates ongoing tariff pressures.

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Can Reblozyl Stabilize BMY's Top Line Amid Legacy Drugs Decline?

Reblozyl tops $2.3B in annualized sales, emerging as a key drug for Bristol Myers as demand rises in MDS-related anemia and new study data support expansion.

Teachers Retirement System of The State of Kentucky Increases Stock Holdings in Bristol Myers Squibb Company $BMY

Teachers Retirement System of The State of Kentucky lifted its holdings in shares of Bristol Myers Squibb Company (NYSE:BMY - Free Report) by 76.2% in the 3rd quarter, according to its most recent...

Bristol Myers Squibb Company $BMY Shares Purchased by Victory Capital Management Inc.

Victory Capital Management Inc. increased its position in shares of Bristol Myers Squibb Company (NYSE:BMY - Free Report) by 24.0% during the third quarter, according to its most recent Form 13F...

Merck's Keytruda Drives its 2025 Revenue Surge: What's Ahead?

MRK's Keytruda posted $31.7B in 2025 sales. Can new approvals, ongoing studies and a revamped structure keep oncology growth strong through 2026?

Kahn Brothers Group Inc. Sells 278,349 Shares of Bristol Myers Squibb Company $BMY

Kahn Brothers Group Inc. trimmed its position in shares of Bristol Myers Squibb Company (NYSE:BMY - Free Report) by 50.5% during the third quarter, according to its most recent disclosure with the...

Bristol Myers Squibb Company $BMY Shares Sold by Laurel Wealth Advisors LLC

Laurel Wealth Advisors LLC trimmed its holdings in shares of Bristol Myers Squibb Company (NYSE:BMY - Free Report) by 97.8% during the third quarter, according to its most recent Form 13F filing with...

American Century Companies Inc. Cuts Position in Bristol Myers Squibb Company $BMY

American Century Companies Inc. lowered its position in Bristol Myers Squibb Company (NYSE:BMY - Free Report) by 3.8% in the third quarter, according to its most recent Form 13F filing with the...

111 Capital Invests $904,000 in Bristol Myers Squibb Company $BMY

111 Capital acquired a new stake in shares of Bristol Myers Squibb Company (NYSE:BMY - Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and...

<ul class="summary-bullets"><li>Founder and executive chairman Patrick Soon-Shiong called a rare public speech his “prelude” to Tuesday’s earnings update.</li><li>The company is set to report FY25 results on Tuesday, with estimates pointing to revenue of $113.3 million versus $14.8 million in 2024 and narrowing losses.</li><li>Anktiva generated $113 million in net product revenue in 2025, up 700% year over year, while Q4 revenue climbed 431% to $38.3 million.</li></ul>Shares of ImmunityBio, Inc. (IBRX) extended their three-day rally on Monday, with founder and executive chairman Patrick Soon-Shiong adding fuel to the stock by calling a rare public speech a “prelude” to its earnings update due Tuesday.<a href="https://stocktwits.com/symbol/IBRX">IBRX stock</a> rose nearly 7% on Monday to end at $10.44 and slipped slightly in extended trading.&nbsp;<h2 class="st-heading-2">IL-15 Spotlighted As Anktiva’s Core Engine</h2>Soon-Shiong&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DrPatrick/status/2028658871623905656">said on X</a> that his remarks from last week, delivered at an event marking the 55th anniversary of President Richard Nixon’s “war on cancer,” were a “prelude” to ImmunityBio’s upcoming earnings.He criticized decades-old cancer treatment strategies, arguing that many chemotherapy drugs were developed without fully accounting for the immune system. He said high-dose chemo and radiation can significantly reduce vital immune cells like NK cells and T cells, creating a condition known as lymphopenia.&nbsp;He called the absolute lymphocyte count (ALC), a blood-test metric, “hidden in plain sight,” saying immune depletion has been underappreciated despite its measurability.Soon-Shiong also criticized major cancer drugs, citing Taxol, which is marketed by Bristol Myers, and Amgen’s Neupogen. He argued that these approaches reflected an industry-wide strategy of enabling more intensive chemotherapy and managing its side effects, rather than addressing underlying immune suppression.Against that backdrop, he spotlighted IL-15 as the biological engine behind Anktiva, positioning it as an immune amplifier rather than a traditional therapy. He contrasted older IL-2 approaches with IL-15 biology, saying IL-15 expands natural killer cells and memory cells without boosting immunosuppressive cells.&nbsp;<h2 class="st-heading-2">IBRX 2025 Results Preview</h2>ImmunityBio is set to report full-year&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibrx-stock-eyes-green-open-ahead-of-earnings-what-happened-with-anktiva-over-the-weekend/cZddUNHRIcl">2025 earnings</a> on Tuesday, with expectations for sharply higher revenue and narrowing losses as Anktiva's commercialization scales.Fiscal AI estimates 2025 revenue of $113.29 million, up from $14.75 million in 2024, with loss per share improving to $0.38 from $0.59. The company has indicated $113 million in net product revenue for Anktiva in 2025, up 700% year over year, while fourth-quarter revenue rose 431% to $38.3 million, topping estimates. Full-year net loss attributable to common shareholders improved to $351.4 million from $413.6 million in 2024.<h2 class="st-heading-2">Regulatory Wins Bolster Anktiva Outlook</h2>Soon-Shiong has recently amplified Anktiva’s IL-15 mechanism in national media appearances and highlighted combination approaches with checkpoint inhibitors such as Merck’s Keytruda.&nbsp;ImmunityBio recently completed enrollment ahead of schedule in its Phase 2 Quilt 2.005 trial evaluating Anktiva plus BCG in early-stage bladder cancer, citing improved cancer-free rates compared with standard BCG alone. A biologics license application for the regimen is expected by the fourth quarter of 2026.Anktiva is already approved in combination with BCG for bladder cancer in the U.S. and has received authorizations in the UK, Europe, and Saudi Arabia, where regulators also granted accelerated approval for use with a checkpoint inhibitor in metastatic non-small cell lung cancer.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for IBRX was ‘bullish’ amid a 185% jump in 24-hour message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/ibrx_ss_png_09ff793a38.webp" alt="ibrx ss.png" width="967" height="144"><figcaption>IBRX sentiment and message volume as of March 3 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/PureLand/message/646395463">said</a> that, “If [broader Saudi] approval comes through, the stock could jump toward $20 quickly, and a squeeze could drive it over $100.”<stembedurl>https://stocktwits.com/PureLand/message/646395463</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/MrStockxy/message/646392467">said</a>, “Will be go[ing to] $11 tomorrow. Let’s bet.”<stembedurl>https://stocktwits.com/MrStockxy/message/646392467</stembedurl>IBRX stock has surged over 400% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the ImmunityBio logo is displayed on the screen of a tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

IBRX Stock Extends Rally To Day 3: Founder Drops ‘Prelude’ To 2025 Earnings, Slams Bristol Myers, Amgen Cancer Playbook

The founder criticized traditional chemotherapy approaches from Amgen and Bristol Myers and hyped up the mechanism behind Anktiva.

Equity

Bristol Myers Squibb Announces Dividend

Bristol Myers Squibb (NYSE: BMY) today announced that its Board of Directors has declared a quarterly dividend of sixty-three cents ($0.63) per share on the $0.10 par value common stock of the...

Bristol Myers Squibb Co. engages in the discovery, development, licensing, manufacture, marketing, distribution, and sale of biopharmaceutical products. It offers small molecules, products produced from biological processes called biologics, and chimeric antigen receptor (CAR-T) cell therapies. The company was founded in August 1933 and is headquartered in Princeton, NJ.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$1.45	--	--	N/A
Q4 '25	$1.23	$1.26	2.79%	BEAT
Q3 '25	$1.51	$1.63	8.00%	BEAT
Q2 '25	$1.07	$1.46	36.87%	BEAT
Q1 '25	$1.49	$1.80	20.43%	BEAT

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Bristol-Myers Squibb Co.

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