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Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk ($SNDK) is trending due to its inclusion in the S&P 500, replacing Interpublic Group ($IPG), sparking bullish sentiment. The community is discussing whether the recent surge is justified, with some anticipating a pullback while others foresee continued upward momentum towards $300. Analysts' price target increases and reported undersupply in the NAND market are also fueling the conversation.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is trending as investors digest the implications of its oral semaglutide failing to meet endpoints in Alzheimer's trials, leading to a significant stock drop. The community is debating whether this sell-off is an overreaction, considering the company's continued dominance in the weight loss market and the potential approval of its oral Wegovy. Some investors view the dip as a buying opportunity, while others express concern about the company's future prospects amidst increasing competition.

Carnival Corp. engages in the operation of cruise ships. It operates through the following business segments: North America and Australia (NAA) Cruise, Europe and Asia (EA) Cruise Operations, Cruise Support, and Tour and Others. The North America and Australia (NAA) Cruise segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe and Asia (EA) Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corp. - Ordinary Shares (Paired Stock)

Carnival Corp

Cruise line stocks, including CCL, experienced a sudden drop, leaving traders searching for a clear catalyst. Community discussions highlight concerns about cautious outlooks on the U.S. macroeconomic environment and potential headwinds from Caribbean capacity growth. Some traders are pointing to possible manipulation, while others are looking for a buying opportunity amid the uncertainty.

Tonix Pharmaceuticals Holding Corp. is a clinical-stage biopharmaceutical company, which focuses on the discovery, acquisition, and development of small molecules and biologics to treat and prevent human disease and alleviate suffering. Its portfolio includes TNX-102 SL, TNX-601, TNX-801, and TNX-1800. The company was founded by Seth Lederman and Donald W. Landry on November 16, 2007 and is headquartered in Chatham, NJ.

Tonix Pharmaceuticals Holding Corp

TNXP is trending as the community discusses the company's future prospects following the commercial launch of Tonmya, with some questioning its potential impact amidst concerns of dilution.  Bulls express optimism about the new drug and potential for a short squeeze, while bears cite concerns about the company's history and financial management. Discussions also include institutional ownership, possible buyback, and potential buyout.

Zoom Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Zoom Communications Inc. - Ordinary Shares - Class A

Zoom Video Communications, Inc.

Zoom ($ZM) is trending as the community discusses its potential for AI-driven growth following recent earnings and analyst ratings updates, despite concerns about market competition and historical performance. Community talking points revolve around its cash reserves, innovation, and potential acquisitions. Broader discussions involve whether Zoom can move beyond its pandemic-era association and solidify its position in the UCaaS landscape.

Symbotic, Inc. is an automation technology company, which engages in a robotics and automation-based product movement technology platform. It focuses on developing, commercializing, and deploying innovative, end-to-end technology solutions for supply chain operations. It operates through the United States and Canada geographical segments. The company was founded by Richard B. Cohen on December 11, 2020 and is headquartered in Wilmington, MA.

Symbotic Inc - Ordinary Shares - Class A

Symbotic Inc 

Symbotic is trending following its Q4 earnings release, with community members weighing the positive revenue growth against concerns about valuation and customer concentration. Discussions also include the company's long-term potential in warehouse automation and the impact of recent shifts in risk factors, including retail dependency and supply chain vulnerabilities. Bullish sentiment remains, with some anticipating a continued rise and potential short squeeze.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune is trending as investors discuss potential data integrity concerns from a recent trial and its implications for future FDA meetings. Community members are debating the validity and impact of the data, with some suggesting a possible buyout or partnership on the horizon. The stock's movement is also influenced by competitor activity and discussions around potential acquisition targets.

Galectin Therapeutics, Inc. is a biotechnology company, which engages in drug research and development to create new therapies for fibrotic disease, severe skin disease, and cancer. Its programs target the development of carbohydrate molecules which offers alternative options to larger market segments. The company was founded by James C. Czirr and Anatole A. Klyosov on July 10, 2000 and is headquartered in Norcross, GA.

Galectin Therapeutics Inc

GALT is trending as traders discuss trading halts on some platforms, potential manipulation, and the possible implications for shorts; the community speculates this could be related to upcoming news or a potential short squeeze. Chatter about brokerages restricting buying has fueled speculation, while others point to the strong science and data presented as a positive catalyst. Discussions about a potential buyout continue, with many closely watching for FDA feedback.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy ($FLNC) is trending following Q4 earnings and fiscal year 2026 guidance, with the community highlighting record order intake and backlog growth, signaling strong expansion in the BESS (Battery Energy Storage Systems) market. Bullish sentiment is fueled by the company's outlook, with many believing revenue guidance will be surpassed. Discussions also involve potential benefits from domestic content strategies and increased demand driven by AI and data centers.

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 the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending due to positive sentiment around its role in AI infrastructure, particularly following Google's Gemini 3 model announcement and news of potential Saudi investment in AI chips. Community members are weighing AVGO's AI prospects against those of competitors like NVDA, with some highlighting Broadcom's custom chip advantage and attractive dividend yield, while others point to a potential overvaluation.

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<ul class="summary-bullets"><li>The broader market has taken a beating since hitting fresh peaks in late October, with AI skepticism largely to blame.</li><li>Nebius announced a deal with Microsoft in early September to deliver dedicated capacity to the software giant from its new Vineland, New Jersey data center.</li><li>Retail has chosen to ignore the negativity and see the dip as a buying opportunity.</li></ul>Artificial intelligence (AI) infrastructure company Nebius Group N.V. (NBIS) “pain is not over,” according to CNBC Mad Money host Jim Cramer.&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> is in deep correction territory, having declined about 40% since it hit a record high (intraday) of $141.10, set on Oct. 10.The broader market has taken a beating since hitting fresh peaks in late October, with AI skepticism largely to blame. Bearish commentary from high-profile investors such as Michael Burry has also heightened the panic.&nbsp;<h2 class="st-heading-2">Deals Raise Red Flag</h2>In a post on X, Cramer said, “I can't believe the capital destruction for press releases on deals and nothing else….NBIS, NJ, Microsoft.”&nbsp; The stock picker is referring to the multi-billion-dollar deal Nebius announced with Microsoft (MSFT) in early September to deliver dedicated capacity to the software giant from its new Vineland, New Jersey data center.When the deal was announced, Nebius' stock got a shot in the arm, jumping 49% in a single session.&nbsp; “In other words, stay away,” said Cramer.<h2 class="st-heading-2">AI Pessimism Abounds</h2>The main point of contention for skeptics is the AI bubble that has been building since late 2022, when OpenAI launched its large language model, ChatGPT. They question the logic of AI names, big and small, splurging investment dollars on infrastructure buildout, fearing the returns may not be commensurate&nbsp;with the investment.Of late, concerns of hyperscalers using accounting gimmicks to boost profitability have heightened. Burry, for one, called out Meta and Oracle in particular. After Nvidia reported stellar quarterly results, Burry questioned the Jensen Huang-led company’s stock-based compensation accounting.AI bears also point out the circular deals in the space, such as those involving Nvidia, in which customers buy computing power from the company, and the chipmaker, in turn, invests in them.<h2 class="st-heading-2">What Retail Feels About Nebius Stock</h2>On Stocktwits, retail sentiment toward the stock remained ‘bullish’ as of early Friday, and the message volume on the stream remained ‘high.’Retail sees the pullback as a buying opportunity. “Sold my previous position last night at 99.85 and regretted it. What a gift it’s back in the low 80s today,” a user chimed in.<stembedurl>https://stocktwits.com/ISmokeCigs/message/637027503</stembedurl>Another user shrugged the Nebius sell-off as a “market-driven” event. “The good thing is there is no Nebius-specific issue; if the market bounces, we will bounce,” they said.<stembedurl>https://stocktwits.com/Gemhunter6474/message/637011328</stembedurl>Nebius' stock is up over 200% despite the recent volatility.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-nasdaq-100-futures-tick-higher-but-fear-rules/cLPMOKfREaH">Dow, S&amp;P 500 Futures Tick Higher, But Fear Rules Amid Worst November Since 2008 — Strategists Split On Buying The Dip</a>

In this photo illustration, the Nebius logo is seen displayed on a smartphone screen. 

Jim Cramer Can’t Believe Nebius’ Capital Destruction As Stock Trades Deep In Bear Zone: ‘Pain Is Not Over’

Nebius stock is up over 200% despite the recent volatility, but it has shed 40% since its October highs.

Equity

Nebius stock is up over 200% despite the recent volatility, but it has shed 40% since its October highs.


<ul class="summary-bullets"><li>Project Maverick aims to simplify Dell’s IT architecture to support its AI strategy.&nbsp;</li><li>BofA trimmed its 12-month price objective for Dell to $160 from $170.</li><li>Analysts expect third-quarter revenue of $27.29 billion and earnings per share of $2.48.</li></ul>Dell Technologies (DELL) has reportedly postponed the rollout of its secretive internal overhaul initiative, codenamed ‘Project Maverick’, pushing key deployment dates by three months.Maverick aims to simplify Dell’s IT architecture to support its AI strategy.&nbsp;<a href="https://stocktwits.com/symbol/DELL">Dell stock</a> traded over 2% higher in Thursday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:929/109;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_20_073808_png_10839a363d.webp" alt="DELL’s Sentiment Meter and Message Volume as of 06:45 a.m. ET on Nov. 20, 2025 | Source: Stocktwits" width="929" height="109"><figcaption>DELL’s Sentiment Meter and Message Volume as of 06:45 a.m. ET on Nov. 20, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Timeline Revision&nbsp;</h2>According to an internal memo seen by&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/dell-project-maverick-delayed-upgrade-ai-infrastructure-2025-11?utm_social_handle_id=3224616765&amp;utm_campaign=tech-sf&amp;utm_social_post_id=581854328&amp;utm_medium=social&amp;utm_source=twitter">Business Insider</a>, Dell’s vice chairman and COO, Jeff Clarke, said the transition for its client solutions division will now begin in May 2026, while the infrastructure solutions business is set for August 2026.The overhaul was initially planned for February 2026 and May 2026.&nbsp;Clarke noted that while internal testing shows the new system works, it’s ‘not yet ready to scale’ globally. He emphasized the need for more thorough performance evaluation under real-world loads before a full launch, cited the report.&nbsp;Dell’s IT&nbsp; infrastructure currently runs on roughly 4,700 applications, more than 10,000 databases, and 70,000 servers.<h2 class="st-heading-2">BofA Cuts Price Target&nbsp;</h2>On Thursday, BofA trimmed its 12-month price objective for Dell to $160 from $170, while maintaining a Buy rating ahead of Dell’s third-quarter earnings on November 25, according to TheFly.According to BofA, Dell’s third-quarter results are expected to match its own guidance and Wall Street projections roughly. Looking ahead to the fourth quarter, BofA models a modest dip in earnings per share (EPS) of about 1 cent, driven by higher memory costs.&nbsp;For Q3, analysts expect a revenue of $27.29 billion and EPS of $2.48, according to FiscalAI data.&nbsp;DELL stock has gained over 3% in 2025 and declined over 10% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rocket-lab-plans-second-mission-in-48-hours-rklb-stock-rises-premarket/cLPAWHPRE9r">Rocket Lab Plans Second Mission In 48 Hours – RKLB Stock Rises Premarket</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Dell logo is seen displayed on a smartphone. 

Dell Pushes Back ‘Project Maverick’ AI Overhaul By Three Months: Report

Project Maverick aims to simplify Dell’s IT architecture to support its AI strategy. 

According to an internal memo seen by Business Insider, Dell’s vice chairman and COO, Jeff Clarke, said the transition for its client solutions division will now begin in May 2026, while the infrastructure solutions business is set for August 2026.


AI Stocks: Bubble or Boom Ahead?

We explore the AI trade outlook and feature three ETFs.

Is SoftBank's Nvidia Stake Sale a Strategic Shift? AI ETF Theme Wins

SoftBank pivots from Nvidia to OpenAI, signaling confidence in AI's next wave. ETFs like CHAT, BOTZ & AIQ stand to gain from this strategic shift.

Consumers Cautious in Holiday Season: ETFs to Win/Lose

Cautious consumers, strong goods demand! ETFs to watch this holiday season: likely winners XLY, ONLN, BPAY, CHAT, likely laggards EATZ, AWAY.



<ul class="summary-bullets"><li>Nebius announced a five-year, $3 billion AI infrastructure agreement with Meta Platforms.</li><li>Revenue for the third quarter was $146.1 million, up four-fold from last year but slightly below analyst expectations.</li><li>Adjusted net income showed a loss of $100.4 million, higher than estimates, and capital expenditures surged to $955.5 million.</li></ul>Nebius (NBIS) announced a new agreement on Tuesday to deliver AI infrastructure to Meta Platforms (META), valued at approximately $3 billion over five years, alongside its third-quarter earnings results, which missed Wall Street expectations.<a href="http://stocktwits.com/symbol/NBIS">NBIS stock</a> was up as much as 3.5% and the top-trending ticker on Stocktwits in pre-market trading. Retail sentiment on the platform around the firm improved to ‘bullish’ from ‘neutral’ over the past day, as chatter remained at ‘high’ levels.Nebius reported revenue of $146.1 million, slightly below analyst expectations of $156 million, according to Koyfin data – but a four-fold increase as compared to the same quarter last year. Adjusted net income came in at a loss of $100.4 million, higher than the estimated $95.7 million.Like other companies in the artificial intelligence (AI) race, Nebius saw its capital expenditure increase in the latest quarter to $955.5 million from $172.1 million a year.<h2 class="st-heading-2">Nebius’ Second Large Enterprise Win</h2>In September, Nebius reported its first major enterprise AI infrastructure contract with Microsoft, valued between $17.4 billion and $19.4 billion. The company said it remains on track with the execution of that deal and expects revenue from it to ramp up throughout 2026.“Similar to our Microsoft deal, the economics of this agreement are attractive and will help accelerate the growth of our AI cloud business even further in 2026 and beyond,” founder and CEO Arkady Volozh wrote in a letter to shareholders.He added that Nebius plans to deploy the capacity needed to service the agreement over the next three months. “In fact, demand for this capacity was overwhelming, and the size of the contract was limited to the amount of capacity that we had available,” he wrote.Get updates to this developing story directly on Stocktwits.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/core-weave-stock-slides-after-guidance-cut/cLPdBY1RE2s">CoreWeave Stock Slides After Guidance Cut — But Retail Traders Sniff ‘Generational’ Buying Opportunity</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Nebius Group logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

NBIS Stock Rises After $3 Billion Meta AI Infrastructure Deal Despite Shaky Q3 Results

CEO Arkady Volozh said demand for AI infrastructure capacity exceeded availability, limiting the size of the contract.

Roundhill Investments Reaches $10 Billion AUM Milestone

Roundhill Investments Reaches $10 Billion AUM Milestone Roundhill Investments Reaches $10 Billion AUM Milestone PR Newswire NEW YORK, Nov. 6, 2025 Year-to-date inflows have surpassed $5.50 billion...

Shares of Hewlett-Packard Enterprise Co. (HPE) fell sharply in Wednesday’s extended trading after the company issued a downbeat near-term forecast.In a press release published after the HPE Securities Analyst Meeting held on Wednesday, the Houston, Texas-based company stated that on a pro forma basis, it expects compounded annual revenue growth of 5%-7% for the fiscal years 2025 through 2028. It guided adjusted operating profit growth of 11%-17%, driving adjusted earnings per share (EPS) of at least $3 by fiscal year 2028.For the fiscal year 2026, the company expects year-over-year (YoY) revenue growth of 5%-10% on a pro forma basis and adjusted operating profit growth of 10%-18%. It also guided to adjusted EPS of $2.20-$2.40 for the year. According to Fiscal.ai, the consensus revenue growth estimate and the adjusted EPS estimates for the year are at 16.7% and $2.42.For the year-to-date period,&nbsp;<a href="https://stocktwits.com/symbol/HPE">HPE stock</a> has gained about 20%. Retail traders, however, shrugged off the near-term softness. On Stocktwits, retail sentiment toward the stock turned to ‘extremely bullish’ by late Wednesday, from ‘bullish’ the day before. Retail buzz also perked up to ‘high’ levels, with the message volume rising 1,450% over the 24 hours leading up to late Wednesday.<figure class="image"><img style="aspect-ratio:617/50;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_15_at_10_50_02_PM_png_c4ed9c4cb1.webp" alt="Screenshot 2025-10-15 at 10.50.02 PM.png" width="617" height="50"><figcaption>HPE sentiment and message volume as of 10:50 p.m. ET, Oct. 15 | source: Stocktwits</figcaption></figure>HPE, however, stated that it intends to capture explosive artificial intelligence (AI) infrastructure growth with a focus on enterprise and sovereign customer segments. The company also noted that it plans to shift its portfolio to higher-growth, higher-margin businesses with an eye on long-term profits. Speaking at the meeting, CEO Antonio Neri said, “By aligning our investments and innovation to address the IT industry’s most promising opportunities in networking, cloud, and AI, we’re poised to gain share in the markets that matter most to our customers.”Citing confidence in its outlook, HPE announced a 10% increase to its annual dividend for the fiscal year 2026. Its board authorized an additional $3 billion in stock repurchases. Among the focus areas outlined by the company are networking, the AI infrastructure market, high-margin GreenLake software and services growth, the unstructured data market, and next-generation server platforms.In an 8-K filing with the SEC, HPE said, beginning in the first quarter of the fiscal year 2026, it plans to implement an organizational restructuring:- Merger of the Server, Hybrid Cloud, and Financial Services business segments into a new segment named Cloud &amp; AI’- Transfer of the Telco and Instant On businesses to Corporate Investments and Other from NetworkingThe new reporting segments would be Cloud &amp; AI, Networking and Corporate Investments &amp; Other.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/salesforce-stock-rises-after-hours-retail-on-long-term-outlook/ch6YV9yR3Vd">Salesforce Stock Rises After-Hours: Retail Traders Cheer Positive Long-Term Outlook</a>

In this photo illustration, the Hewlett Packard Enterprise (HPE) logo is seen displayed on a smartphone screen. 

 HPE Stock Sinks After-Hours As Weak Near-Term Outlook Dents Sentiment 

The company noted that it plans to shift its portfolio to higher-growth, higher-margin businesses with an eye on long-term profits.

Why Hewlett-Packard Enterprises Stock Slumped In Today’s After-hours

The company noted that it plans to shift its portfolio to higher-growth, higher-margin businesses with an eye on long-term profits.


Broadcom-OpenAI Deal Boosts AI Growth Prospects: Tech ETFs in Focus

OpenAI's new deal with Broadcom fuels AI expansion, highlighting tech ETFs like IYW as a safer way to ride the AI wave amid market uncertainty. 

M&A Deals Thriving in 2025: ETFs in Focus

M&A deals are booming in 2025 despite fewer transactions -- megadeals, AI bets and Fed cuts may fuel ETFs like MNA, IAI, KBWB & CHAT.

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