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Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is seeing intense discussion and trending upwards, fueled by reports of substantial institutional buying and notable options activity. The community is bullish, highlighting strong technical indicators and increasing volume as signs of an impending breakout. This surge in interest is also attributed to a broader positive shift in housing market sentiment and a rotation into small-cap technology stocks.

BigBear.ai Holdings, Inc. engages in data-driven decision dominance and advanced analytics that provide its customers with a competitive advantage in a world driven by data that is growing in terms of volume, variety, and velocity. The firm operationalizes artificial intelligence and machine learning at scale through its end-to-end data analytics platform. It deploys its observe, orient and dominate products to customers throughout the defense, intelligence, and commercial markets. The company was founded in 2020 and is headquartered in McLean, VA.

BigBear.ai Holdings Inc

BigBear.ai is trending amid intense community speculation surrounding imminent government contract announcements, especially concerning its secure AI capabilities for defense and potential involvement in TSA modernization. This optimism is fueled by the company's recent strategic debt reduction and the completion of its Ask Sage acquisition, significantly strengthening its financial position and market offerings.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is actively trending due to renewed geopolitical focus on Greenland's strategic rare earth deposits, highlighted by U.S. administration comments and the appointment of a special envoy. The community is widely discussing the potential for government investment or partnership in CRML's Tanbreez project, viewing it as vital for Western supply chain independence and eagerly anticipating upcoming feasibility study results.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is trending with significant community enthusiasm, driven by landmark U.S. and U.K. defense contracts, notably an $816 million SDA award, which solidifies its strategic pivot to an end-to-end national security space partner. Investors are keenly focused on its successful Electron launches and the eagerly anticipated Neutron rocket debut, fueling conviction that RKLB is a generational investment in the rapidly expanding space industry.

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 is trending amid an intense rally in memory and storage stocks, driven by soaring demand from AI infrastructure buildouts and rising prices for essential components. The community is actively debating if its rapid appreciation reflects a legitimate "memory supercycle" or an "overpriced bubble," with many expressing FOMO while others anticipate a pullback. This strong movement is widely seen as a reflection of the broader sector's response to unprecedented AI-driven data center needs.

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 amidst sharp market volatility, primarily driven by recent downgrades from major financial institutions, which many in the community perceive as a manipulative tactic by competitors to acquire shares at a discount. This intense trading activity is prompting discussions of a strategic buying opportunity for long-term holders, anticipating strong upcoming earnings and potential S&P 500 inclusion, despite frustration over what's seen as repeated institutional tactics.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending following its inclusion in the S&P MidCap 400, which has generated significant investor buzz around anticipated institutional buying and increased liquidity. The community is highly optimistic, discussing the company's pivotal role in agentic AI orchestration and its potential for substantial growth as enterprises accelerate autonomous automation adoption.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is currently trending due to strong market sentiment for a memory supercycle, amplified by NVIDIA CEO Jensen Huang's remarks on a "severe memory bottleneck" and reports of significant DRAM price hikes from key producers. The community is actively debating if MU, a critical supplier for AI infrastructure, remains undervalued despite its rapid ascent, with many bulls targeting substantial upside while skeptics anticipate an inevitable pullback after its parabolic run.

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. 

NBIS is experiencing a significant uplift following news of an $880 million data center deal in Israel and plans to be an early adopter of NVIDIA's Vera Rubin NVL72 platform. The community is actively discussing this as a major catalyst, fueling optimism for substantial price recovery and long-term growth within the burgeoning AI infrastructure sector, despite the stock's noted volatility.

Alumis, Inc. is a clinical stage biopharmaceutical company, which engages in identifying, acquiring, and accelerating the development and commercialization of transformative medicines for autoimmune disorders. It focuses on building a pipeline of molecules with the potential to address a broad range of immune-mediated diseases such as monotherapy or combination therapies. The company was founded on January 29, 2021 and is headquartered in San Francisco, CA.

Alumis Inc.

Alumis is trending due to highly positive Phase 3 clinical trial results for its oral TYK2 inhibitor, envudeucitinib, in plaque psoriasis, which demonstrated strong skin clearance and a favorable safety profile. This breakthrough has prompted significant analyst price target increases and robust community discussion, with many anticipating the drug to be a best-in-class contender in a lucrative market. While some debate potential future offerings, the company's solid cash position and pipeline for other immune-mediated diseases like lupus are fueling bullish sentiment among traders.

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M&A: An Overlooked ETF Investing Zone of AI Boom?

AI-driven data-center dealmaking is surging. ETFs like MNA, IAI, KBWB, CHAT offer ways to tap the M&A boom tied to AI infrastructure.

<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.


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.

Tidal Trust II - Roundhill Generative AI & Technology ETF

Physical AI Infrastructure

Power & Energy to Support Growth

Healthcare Value & Innovation

Other – Comment Below

As markets head into 2026, investors are debating whether the next phase favors speculation or real-world execution. With capital rotating toward infrastructure, energy, and undervalued sectors like healthcare, which area do you think will matter most for portfolios in the year ahead?

Which Theme Will Matter Most for Portfolios in 2026?

Current Price	$61.31
Prev Close	$60.81
Open	$61.05
Dividend Yield	N/A
50-Day Moving Average	$61.53
Beta	N/A
Avg. Volume	314,493.95
PE Ratio	N/A

52-Week High	$68.12
52-Week Low	$28.96
Market Capitalization	N/A
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