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AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is experiencing strong upward momentum following news of being awarded a prime contract position on the U.S. Missile Defense Agency's SHIELD program, part of the impactful Golden Dome strategy. This significant development is seen by the community as a validation of its dual-use satellite technology, sparking fervent discussion about its national security implications and the potential for a substantial short squeeze. Investors are increasingly bullish, hailing the company as a transformative player within the burgeoning space economy.

Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Holdings Inc

Ondas Holdings is trending following significantly raised revenue targets for fiscal years and a substantially increased backlog, alongside a strong cash position fueling acquisition speculation. The community is highly engaged, anticipating further positive updates from the upcoming Investor Day and noting increased pressure on short sellers. Speculation also circulates around a potential spin-off of its autonomous systems division, adding to the buzz.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is actively trending amid significant investments in AI infrastructure, highlighted by a new multi-billion dollar partnership with BlackRock for data centers and OpenAI's expanded compute collaboration with Cerebras. This comes as the stock experiences a notable dip, sparking widespread community debate over its "oversold" status and anticipation for its upcoming earnings report, particularly in the context of increasing AI data center energy costs and regulatory discussions.

Regentis Biomaterials Ltd. engages in the development of tissue repair solutions. It focuses on orthopedic treatments through its Gelrin platform based on degradable hydrogel implants to regenerate damaged or diseased tissue such as inflamed cartilage and bone tissue. The company was founded by Dror Seliktar and Tal Yehiel on September 1, 2004 and is headquartered in Or-Akiva, Israel.

Regentis Biomaterials Ltd.

Regentis Biomaterials

Regentis Biomaterials (RGNT), a recent IPO, is rapidly trending following significant patent news for its GelrinC product, already approved in Europe. The community is actively discussing its extremely low float of 1.25 million shares and 180-day insider lock-up, fueling speculation about a potential short squeeze. Many are highlighting the company's 

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is trending following significant ERCOT approval, which doubled its Helios data center's power capacity to over 1.6 gigawatts for AI-hosting. The community views this as a pivotal moment, anticipating a re-rating of Galaxy as a key AI infrastructure provider with substantial future growth potential beyond its traditional crypto business.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is generating significant buzz, driven by its unique optical interposer platform poised to revolutionize high-speed data transfer for AI and data centers. The community is actively discussing the recent acquisition of a key POET customer by a major semiconductor firm, which is widely seen as a strong validation of POET's underlying technology. This strategic move, coupled with expanding global partnerships, has ignited investor optimism for impending commercial milestones and robust order flow in the rapidly evolving photonics sector.

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 currently a major focal point, with discussions highlighting its parabolic rise driven by reports of significant price increases for high-capacity NAND and numerous analyst upgrades, all fueled by surging AI demand and an ongoing memory shortage. The community is largely characterized by a mix of disbelief at its sustained upward momentum and aggressive bullish plays, as the stock relentlessly squeezes short positions and continues to outperform its peers in the semiconductor sector. This robust rally underscores its position as a key beneficiary of the accelerating AI infrastructure build-out.

SU Group Holdings Ltd. engages in the provision of security-related engineering services, and security guarding and screening services. It operates through the Security-Related Engineering Services and Security Guarding and Screening Services segments. The company was founded by Ming Chan in 1998 and is headquartered in Hong Kong.

SU Group Holdings Ltd. - Ordinary Shares - Class A

SU Group Holdings Ltd

SU Group Holdings (SUGP) is actively trending due to significant community discussions centered on its ultra-low share float and high short interest, fueling intense speculation for a potential short squeeze. Traders are keenly drawing comparisons to previous high-volatility "HK low float" movers, while also anticipating upcoming earnings and contract news as potential catalysts. Notably, widespread reports of trading difficulties on certain brokerage platforms are a prominent talking point among investors.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending with intense focus on its upcoming earnings report, as the community actively debates the implications of a potential all-cash offer for Warner Bros. Discovery assets and unconfirmed rumors of significant institutional buying. Investors are sharply divided, with some anticipating a substantial post-earnings rally from oversold levels, while others remain cautious due to acquisition-related uncertainties and recent stock performance. The market eagerly awaits clarity on both financial performance and the WBD deal's progression, driving high anticipation for the week ahead.

Moolec Science SA engages in the development and production of science-based food ingredients. Its products include pet food, animal feed, and dietary supplements. The company was founded by Gastón Paladini, Henk Hoogenkamp, and Martin Salinas in 2020 and is headquartered in George Town, Cayman Islands.

Moolec Science SA

Moolec Science (MLEC) is trending following a recent reverse stock split that dramatically reduced its share float, fueling intense speculation for a potential short squeeze. The community is actively discussing MLEC as a 'low floater' in the context of other recent explosive movers, with many anticipating significant upward momentum. However, frequent trading halts are a major talking point, sparking debate among traders about their impact on the stock's ability to maintain upward trajectories.

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Centene Corporation $CNC Shares Sold by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. decreased its position in shares of Centene Corporation (NYSE:CNC - Free Report) by 1.8% in the third quarter, according to its most recent Form 13F filing with the...

Focused Investors LLC Acquires 49,200 Shares of Centene Corporation $CNC

Focused Investors LLC increased its holdings in Centene Corporation (NYSE:CNC - Free Report) by 3.9% in the 3rd quarter, according to the company in its most recent filing with the Securities and...

1,415,000 Shares in Centene Corporation $CNC Purchased by Packer & Co Ltd

Packer & Co Ltd bought a new stake in shares of Centene Corporation (NYSE:CNC - Free Report) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor...

Ashton Thomas Securities LLC Reduces Stock Position in Centene Corporation $CNC

Ashton Thomas Securities LLC trimmed its position in Centene Corporation (NYSE:CNC - Free Report) by 74.2% in the 3rd quarter, according to the company in its most recent disclosure with the...

Centene Corporation $CNC Shares Bought by State of Alaska Department of Revenue

State of Alaska Department of Revenue lifted its stake in shares of Centene Corporation (NYSE:CNC - Free Report) by 28.0% during the third quarter, according to its most recent disclosure with the...

Cerity Partners LLC Has $14.40 Million Position in Centene Corporation $CNC

Cerity Partners LLC boosted its holdings in shares of Centene Corporation (NYSE:CNC - Free Report) by 321.9% in the third quarter, according to the company in its most recent Form 13F filing with the...

<ul class="summary-bullets"><li>The bill, which passed 230-196, will now head to the Senate for further approval.&nbsp;</li><li>The House voted on extending the Affordable Care Act’s tax credits that expired at the end of 2025.&nbsp;</li><li>Earlier, the Congressional Budget Office estimated that the bill would hike America’s deficit by about $80.6 billion over ten years while also those under health insurance coverage by 100,000 in 2026.</li></ul>The House on Thursday voted to renew the Affordable Care Act subsidies in a three-year extension.Seventeen Republicans joined 213 Democrats to vote in favor of extending the Obamacare subsidies after the Affordable Care Act’s tax credits expired at the end of 2025.The bill, which passed 230-196, will now head to the Senate for further approval.<h2 class="st-heading-2">Previous Misses</h2>The subsidy extension is likely to be shot down in the Senate. However, Thursday’s vote may pressure the upper chamber to come to a bipartisan agreement.In December 2025, the Senate voted against a similar three-year extension of the Affordable Care Act tax credits. The Obamacare tax credits were also a major factor that contributed to the longest-ever U.S. government shutdown in October 2025.GOP leadership is against the extension of the subsidies since they believe the subsidies only benefit insurance companies.“What we do here today will not be the end of the effort that is necessary, but we can begin the effort that is necessary and extend the Affordable Care Act tax credits,” Minority Leader Hakeem Jeffries, D-N.Y., who led the effort, said before the final vote.Earlier, the Congressional Budget Office forecast that the bill would hike America’s deficit by about $80.6 billion over the decade while also increasing the number of people under health insurance coverage by 100,000 in 2026, three million in 2027, four million in 2028, and 1.1 million in 2029.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Shares of insurance companies inched up in Thursday’s after-market trade.<a href="https://stocktwits.com/symbol/UNH">UnitedHealth Group (UNH) stock</a> rose 1.6% after the announcement while <a href="https://stocktwits.com/symbol/CVS">CVS Health shares</a> (CVS) gained 0.5%, and <a href="https://stocktwits.com/symbol/OSCR">Molina Healthcare stock</a> (MOH) was up over 2%.Retail sentiment around UNH shares was in ‘extremely bullish’ territory over the past day amid ‘high’ message volumes.Meanwhile, retail sentiment around CVS shares and MOH shares was in ‘neutral’ territory over the same time.UNH shares declined over 33% in the past year while CVS shares gained over 75% in the same time. MOH shares were down over 38% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

Shares of insurers, including UnitedHealth Group (UNH), CVS Health (CVS), and Molina Healthcare (MOH), have finished all three trading sessions of the year in the green. (Photo credit: Getty Images)

House Approves Affordable Care Act Subsidies For Three Years In 230-196 Vote

Seventeen Republicans joined 213 Democrats to vote in favor of extending the Obamacare subsidies.

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CNC Deepens Medicaid Strategy With Cityblock Partnership in Illinois

Centene expands its Medicaid strategy by partnering with Cityblock Health to serve 10,000 Illinois members with 24/7 wrap-around care.

<ul class="summary-bullets"><li>The lapse of enhanced ACA subsidies has shifted more healthcare costs onto consumers, reshaping coverage dynamics in 2026.</li><li>Mark Cuban said higher deductibles are keeping patients paying full drug prices for longer.</li><li>Policy uncertainty remains as Congress debates next steps on subsidies.</li></ul>UnitedHealth Group, CVS Health, and Molina Healthcare entered 2026 on firmer footing after enhanced Affordable Care Act (ACA) subsidies expired at the start of the year, a shift expected to raise premiums for millions of Americans buying coverage on the exchanges.Shares of insurers, including UnitedHealth Group, CVS Health, and Molina Healthcare, have finished all three trading sessions of the year in the green, with UnitedHealth touching its highest level in more than three months on Tuesday, CVS reaching nearly two-month highs, and Molina hitting its strongest level in over two months.Expanded premium tax credits introduced during COVID-19 expanded eligibility beyond traditional income cutoffs and reduced monthly premiums. Their expiration has shifted more costs onto consumers and raised concerns about coverage levels.&nbsp;<h2 class="st-heading-2">What Changed Under The ACA</h2>The subsidies, enacted in 2021, capped premiums at 8.5% of household income for higher earners and eliminated premiums for some lower-income enrollees. With those credits now lapsed, average out-of-pocket premiums for ACA users are expected to more than double, according to a Bloomberg report.In 2025, over 90% of ACA enrollees were receiving subsidies, when enrollment was about 24 million, up from about 11 million in 2020. The rollback will lead to a reduction in coverage over time and affect insurer risk pools.&nbsp;<h2 class="st-heading-2">Impact On Insurers&nbsp;</h2>In case of a reduction in coverage over time, it could pressure some insurers, particularly those heavily exposed to exchange plans, while larger, diversified players such as UnitedHealth and CVS maintain broader revenue bases across employer-sponsored insurance, government programs, and pharmacy benefit management.Insurers, including Molina Healthcare, Centene, and Oscar Health, have significant ACA exposure, while UnitedHealth, Elevance Health, and Cigna also participate in the exchanges.&nbsp;<h2 class="st-heading-2">Mark Cuban Calls Out Insurers</h2>Amid the shift, Mark Cuban&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/mcuban/status/2008661331092668924">criticized U.S. healthcare on X</a>, saying higher deductibles force patients to pay full retail prices on brand-name and specialty drugs for longer periods, costing some thousands of dollars more each year.Cuban said rebates generated during deductible spending often flow to large pharmacy benefit managers owned by insurers, while sicker patients bear the rising costs. He described healthcare companies as “too big to care.”<h2 class="st-heading-2">Political Uncertainty Persists</h2>Democrats, in general, favor extending the enhanced subsidies, while Republicans are split on the issue, and opponents of the extension point to the estimated price tag of more than $300 billion over 10 years.&nbsp;However, as some districts are bipartisan in their support of the tax credit, and polling indicates&nbsp;broad public support for its continuation, neither the current Congress nor the White House&nbsp;has acted to restore the credits.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment was ‘extremely bullish’ for UnitedHealth, ‘neutral’ for CVS, and ‘bullish’ for Molina Healthcare, with message volume described as ‘high’ for UnitedHealth and ‘normal’ for both CVS and Molina.Over the past 12 months,&nbsp;<a href="https://stocktwits.com/symbol/UNH">UnitedHealth shares</a> are down 30%,&nbsp;<a href="https://stocktwits.com/symbol/CVS">CVS</a> shares are up 84%, and Molina Healthcare shares are down 37%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

UnitedHealth, CVS, Molina Get 2026 Boost From ACA Premiums Rise — Mark Cuban Slams Insurers As ‘Too Big To Care’

With enhanced ACA subsidies now expired, average out-of-pocket premiums for Obamacare users are expected to more than double.

Centene Jumps 16.3% in 3 Months: A Comeback or Calm Before the Storm?

CNC shares jump 16.3% in three months, but high medical costs and thin margins keep the recovery debate alive.

Centene Corp. is a healthcare enterprise, which engages in the provision of programs and services to government sponsored healthcare programs. It operates through the following segments: Medicaid, Medicare, Commercial, and Other. The Medicaid segment includes the Temporary Assistance for Needy Families program, Medicaid Expansion programs, the Aged, Blind or Disabled program, the Children's Health Insurance Program, Long-Term Services and Supports, Foster Care, Medicare-Medicaid Plans, which cover beneficiaries who are dually eligible for Medicaid and Medicare, and other state-based programs. The Medicare segment consists of Medicare Advantage, Medicare Supplement, Dual Eligible Special Needs Plans, and Medicare Prescription Drug Plans. The Commercial segment is involved in the Health Insurance Marketplace product along with individual, small group, and large group commercial health insurance products. The Other segment refers to pharmacy operations, Envolve Benefit Options’ vision and dental services, clinical healthcare, behavioral health, the TRICARE program, and corporate management companies. The company was founded in 1984 and is headquartered in St. Louis, MO.

Centene Corp.

Short-Term Volatility, Then Markets Move On

Sustained Risk-Off Until Fed Path Is Clear

Little Impact — Fundamentals Still Rule

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Markets pulled back after reports that the DOJ opened a criminal investigation into Federal Reserve Chair Jerome Powell, raising concerns about central bank independence. With rate cuts, inflation, and political pressure all in focus, how do you think this standoff will impact markets in 2026?

How Will the Powell Investigation Impact Markets in 2026?

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