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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending after the National Comprehensive Cancer Network updated its clinical guidelines to include ANKTIVA for a broader range of bladder cancer patients, signaling a significant expansion of the drug's eligible treatment population. The community is buzzing over this potential catalyst for increased insurance coverage and revenue, while actively discussing the long-term outlook for the company's immunotherapy platform as it gains momentum in both clinical and international markets.

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 surging following a massive five-year, $27 billion AI infrastructure deal with Meta, which builds on a recent $2 billion equity investment from Nvidia. The community is heavily focused on the company's rapid hyperscaler expansion, debating the implications of this contract for future revenue and whether the stock's valuation is poised for a sustained breakout or a potential pullback.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is currently trading in a tight consolidation range as investors weigh record-breaking revenue and strong AI infrastructure demand against margin compression concerns and lingering sentiment around historical accounting reports. The community is actively debating the company's long-term value, with many hopeful that upcoming industry conferences and strategic NVIDIA ecosystem partnerships will finally catalyze a breakout from the stock's multi-month sideways trend.

Greenwich LifeSciences, Inc. engages in the development of a breast cancer immunotherapy designed to prevent the recurrence of breast cancer following surgery. The company was founded by Eric Rothe on August 29, 2006 and is headquartered in Stafford, TX.

Greenwich LifeSciences Inc

Greenwich LifeSciences is trending after reporting that the non-HLA-A*02 arm of its Phase III FLAMINGO-01 trial shows a continued reduction in recurrence rates, mirroring promising Phase II results. The community is actively discussing the potential for a major data catalyst following the announcement that the full Steering Committee will co-author upcoming AACR abstracts, with many longs viewing recent price consolidation as a strategic entry point.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is currently a major focus for investors navigating high volatility as they weigh the company's long-term nuclear energy ambitions against immediate regulatory and financial pressures. The community remains deeply polarized, with bulls pointing to strategic partnerships and potential government-backed clean energy catalysts, while bears express significant skepticism regarding the firm's pre-revenue status, insider selling, and extended development timelines.

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 seeing a significant surge in trading volume and investor interest as the market anticipates potential product updates and partnership news at the upcoming OFC conference. Community discussion is heavily focused on the company's progress in scaling manufacturing for AI-driven optical interconnects, with traders debating whether upcoming industry events will provide the long-awaited catalyst for sustained price momentum.

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 trending as investors aggressively position themselves ahead of the upcoming earnings report, driven by analyst price target hikes and bullish sentiment surrounding its critical role in AI memory infrastructure. The community is heavily focused on the company's high-volume HBM4 production for NVIDIA's Vera Rubin systems and the broader memory super-cycle, with intense debate ongoing between bulls anticipating a breakout toward new highs and bears wary of overvaluation.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Delta Air Lines is facing significant operational headwinds as a prolonged government shutdown triggers mandatory flight capacity cuts and widespread cancellations, putting pressure on industry profit guidance. Despite these challenges, market sentiment remains cautiously optimistic as investors monitor the impact of rising fuel costs against the backdrop of robust travel demand and resilient corporate booking trends.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital (NUAI) is trending as investors focus on the recent appointment of Ted Warner as CFO, which the community interprets as a signal of imminent hyperscaler partnerships. While some traders are capitalizing on high volatility and speculative momentum, others are voicing frustration over delayed tenant announcements and potential dilution, maintaining a cautious wait-and-see approach.

Aventus Network

Aventus Network is currently trending as community members discuss its potential for a breakout, fueled by its enterprise-grade technology, Polkadot integration, and the recent incorporation of its DAO in the UAE. Investors are actively highlighting the project's low market capitalization and strategic advisory appointments as bullish catalysts while keeping a close watch on trading volume for signs of sustained momentum.

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Jefferies upgraded its rating on PVH Corp (PVH), the fashion company that runs Tommy Hilfiger and Calvin Klein, to 'Buy', citing its improving business prospects.PVH shares rose 8.4% to their highest level in about four months.The investment firm upgraded its rating from 'Hold' and also bumped the price target to $105 from $70 earlier, according to The Fly. The new target signals a 20% upside to PVH's last closing price.Jefferies noted that PVH’s new leadership efforts and the easing of prior one-time challenges are expected to restore sales growth to the low single digits — a key factor supporting the stock.The firm also anticipates that cost reductions and share repurchases will help drive earnings growth into the high single digits this year.PVH had announced a $500 million buyback plan last month.Jefferies' upgrade follows&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pvh-corp-stock-soars-after-hours-on-q4-beat-strong-2025-view/chf2gnPRb4U">strong results</a> from PVH for the last quarter.Revenues declined less than expected, at 4.8%, and profit exceeded expectations.CEO Stefan Larsson said in April that PVH was making headway with consumers in its key markets, such as North America, Europe, and Asia Pacific.On Stocktwits, retail sentiment turned 'bullish' from 'bearish' the previous day, and message volume rose to 'high.'<figure class="image"><img style="aspect-ratio:632/68;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_15_at_8_46_39_AM_png_52848765c4.webp" alt="Screenshot 2025-05-15 at 8.46.39 AM.png" width="632" height="68"><figcaption>PVH sentiment and message volume as of May 14 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/PVH">PVH stock</a> is down 17.5% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

People walk past a Tommy Hilfiger luxury fashion label store in Knightsbridge on February 17, 2025 in London, United Kingdom. (Photo by John Keeble/Getty Images)

Jefferies Upgrades To PVH To 'Buy' On Expected Return To Sales Growth: Retail Turns Bullish

The analyst said new leadership efforts and easing prior one-time challenges are expected to boost sales and stock price.

Equity

The analyst said new leadership efforts and easing prior one-time challenges are expected to boost sales and stock price.


PVH Corp (PVH) shares surged 16.2% in after-hours trading on Monday, after the company reported better-than-expected fourth-quarter results and provided an upbeat forecast, even as retail investors took a bearish view."In a challenging macro, we delivered another year of strong profitability in North America, drove sequential improvements in our wholesale order books in Europe while improving our quality of sales, and we achieved our third consecutive year of growth in Asia Pacific, on a constant currency basis," CEO Stefan Larsson said in a statement.The company, which owns brands such as Tommy Hilfiger and Calvin Klein, said revenue fell 4.8% to $2.37 billion. Analysts had estimated $2.33 billion, from LSEG/Reuters.Adjusted earnings of $3.27​​ per share were higher than the $3.21 per share estimate.Fourth-quarter revenue was impacted by a 3% decline from the extra week in 2023 and a 1% drop from the sale of its Heritage Brands women’s intimates business, the company said.For fiscal 2025, PVH said it expects revenue to be flat to slightly higher compared to 2024 on both a reported and constant currency basis.It projected adjusted earnings of $12.40 to $12.75 per share, higher than the estimate of $11.68.PVH also announced a $500 million share repurchase plan.The earnings report, however, did not include commentary on the potential impact of the U.S. trade tariffs, which have weighed the outlook for all kinds of retailers, and the risks to the company's business in China.The Asian country recently added PVH to its “Unreliable Entity” list due to certain alleged mispractices, and the characterization could attract penalties and restrictions.Details are expected during PVH's analyst call on Tuesday at 9 a.m. ET.On Stocktwits, retail sentiment for PVH notched lower in the 'extremely bearish' territory, with 'extremely high' message volume.A user said that PVH is not a safe bet owing to its high dependence on Chinese factories and a broadly&nbsp;weak market.<stembedurl>https://stocktwits.com/Malecat/message/609864891</stembedurl>Another user said the buyback could send the stock to $120 to $140 in three to six months.<stembedurl>https://stocktwits.com/LittleIslandforBoys/message/609868069</stembedurl>As of Monday's close, shares of the company are down 39% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

PVH Stock Soars After-Hours On Q4 Beat, Strong 2025 View: Retail Awaits More Details From Earnings Call

For fiscal 2025, PVH expects revenue to be flat to slightly higher compared to 2024 on both a reported and constant currency basis.

PVH Corp (PVH) is expected to report another quarter with negative revenue growth on Tuesday, underscoring the continued weakness in demand for premium apparel and accessories.PVH, the parent of apparel and accessory brands Tommy Hilfiger, Calvin Klein, and Heritage Brands, is scheduled to report fourth-quarter results before the markets open.Adjusted sales during the period are expected to drop 6.3% to $2.33 billion, according to analyst estimates from Koyfin. Growth was negative in all of the preceeding three quarters.Adjusted earnings per share (EPS) is seen at $3.21 compared to $3.72 a year ago.Shares of the company closed nearly 3% lower on Friday and fell further in after-hours trading.Besides its view on wider demand trends, PVH’s comments on its situation in China will be closely monitored, according to analysts.Last month, China added PVH to its “Unreliable Entity” list due to its alleged discriminatory measures against Chinese businesses, particularly concerning a boycott of Xinjiang-sourced cotton.This designation may lead to fines, trade restrictions, and investment limitations, jeopardizing PVH’s access to Chinese manufacturing and consumers.China represented 6% of PVH’s sales and 16% of its earnings before interest and taxes (EBIT) in 2023, although the risk to its manufacturing base is the bigger concern.Last week, at least two analysts, Citi and Telsey Advisory,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pvh-corp-falls-after-citi-telsey-cut-price-targets/chJGAdORb3B">lowered</a> their price targets on the company, citing a lack of visibility in the Chinese market.On Stocktwits, the retail sentiment improved to 'neutral' from 'bearish a week back, while message volume was 'high'.<figure class="image"><img style="aspect-ratio:716/169;" src="https://news.stocktwits-cdn.com/Screenshot_2025_03_31_at_1_56_37_PM_png_5e06fb1f17.webp" alt="Screenshot 2025-03-31 at 1.56.37 PM.png" width="716" height="169"><figcaption>PVH sentiment and message volume as of March 30 | Source: Stocktwits</figcaption></figure>One user said that core brands Tommy and Calvin look resilient despite macro challenges, and they would buy the stock on the dip if the China issue clears.<stembedurl>https://stocktwits.com/NVDAMillionaire/message/609644692</stembedurl>PVH shares are down 39% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

PVH Expected To Report Revenue Degrowth in Q4, China Situation In Focus: Retail Investors In Wait-And-Watch Mode

China has added PVH to its “Unreliable Entity” list due to its alleged discriminatory measures against Chinese businesses. The title may attract fines and restrictions.

Shares of PVH Corp (PVH) closed 3.6% lower on Tuesday and fell further in post-market hours trading after at least two Wall Street analysts cut their price&nbsp;targets.PVH, the parent of apparel and accessory brands Tommy Hilfiger, Calvin Klein and Heritage Brands, is scheduled to report fourth-quarter results on April 1.On Tuesday, Citi lowered its PT on the company's shares to $72 from $123, and maintained a 'neutral' rating, according to The Fly.&nbsp;Telsey Advisory lowered its PT to $90 from $130 while keeping an 'outperform' rating.The volatile macro environment and lack of visibility in China could lead PVH to guide sales and EBIT (earnings before income and tax) margin flat to down, Citi analysts said in their note.They added that although expectations from PVH are low, with China's overhang likely to remain, investors may be hesitant to invest in the stock.The company has faced challenges, including being blacklisted by China’s Ministry of Commerce over alleged boycotts of Xinjiang cotton products, impacting its operations in the country.&nbsp;&nbsp;Additionally, it has been navigating a complex retail landscape marked by macroeconomic challenges, particularly in Europe.Telsey analysts said they were pleased with PVH's initiatives to boost consumer engagement and marketplace sales, which would aid gross margins.On Stocktwits, the retail sentiment improved marginally but held in the 'bearish' territory. Message volume jumped 700% in the past 24 hours.<figure class="image"><img style="aspect-ratio:745/183;" src="https://news.stocktwits-cdn.com/Screenshot_2025_03_26_at_2_23_32_PM_png_fa3c97831e.webp" alt="Screenshot 2025-03-26 at 2.23.32 PM.png" width="745" height="183"><figcaption>PVH sentiment and message volume as of March 25, 2025 | Source: Stocktwits</figcaption></figure>A user posted that, following the PT revisions, the company might not be looking good heading into the earnings.<stembedurl>https://stocktwits.com/BullYa/message/609158588</stembedurl>Another countered by saying the company had good fundamentals.<stembedurl>https://stocktwits.com/Fizz26/message/609026961</stembedurl>PVH shares ended at $66.78 on Tuesday, down 37% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

PVH Corp Falls After Citi, Telsey Cut Price Targets Ahead Of Q4 Print: Retail Mood Bearish

PVH has faced challenges including being blacklisted by China’s Ministry of Commerce over alleged boycotts of Xinjiang cotton products, impacting its operations in the country.

American Eagle Outfitters ($AEO) stock was down more than 13% on Thursday after the clothing company posted earnings below consensus Wall Street estimates, dampening retail sentiment. Earnings per share came in at $0.41, below the $0.47 analysts were expecting. Revenue stood at $1.29 billion, also below the estimated revenues of $1.3 billion, according to Stocktwits data.&nbsp; The apparel company's net revenue declined by 1%, attributed to the roughly $45 million of adverse impact it had due to a retail calendar shift.&nbsp; Comparable sales increased 3% in the third quarter. Fourth-quarter comparable sales are expected to be up by 1%, the company said, adding that revenues are expected to decline 4%.&nbsp; The decline will reflect the $85 million impact from the combination of the retail calendar shift and one less selling week, the company has said. Retail sentiment on the stock swung to 'extremely bearish' (8/100) from 'extremely bullish' (94/100) a day ago. Message volumes continued to be 'extremely high.'&nbsp; <stembedurl>https://stocktwits.com/Bnm123456/message/595202321</stembedurl> The company also recorded an $18 million impairment and restructuring charge in the third quarter. The company has reportedly taken additional steps to streamline its corporate cost structure, changing its Hong Kong retail operations from company-owned to a licensed model. "Led by a strong back-to-school season, we achieved comparable sales growth across brands and channels and delivered adjusted operating income at the high end of our guidance range,” Jay Schottenstein, AEO’s executive chairman and CEO, said in a statement.&nbsp; “We have entered the holiday season well positioned, with our leading brands offering high-quality merchandise, great gifts, and an outstanding shopping experience across channels. Key selling periods have seen a positive customer response, yet we remain cognizant of potential choppiness during non-peak periods," he added. American Eagle Outfitters' apparel brands include &nbsp;American Eagle, Aerie, OFFL/NE by Aerie, and Todd Snyder.&nbsp; American Eagle stock is down 4% year-to-date. For updates and corrections email newsroom[at]stocktwits[dot]com. &nbsp;&nbsp;&nbsp;

American Eagle Outfitters Stock Slides After Q3 Earnings Miss: Retail Sentiment Dampens

The apparel company's net revenue declined by 1%, attributed to the roughly $45 million of adverse impact it had due to a retail calendar shift. 

American Eagle Outfitters ($AEO) stock was up 1.68% ahead of its third-quarter earnings, lifting retail sentiment.Wall Street analysts are expecting earnings per share of $0.47 on estimated revenues of $1.3 billion, according to Stocktwits data. American Eagle will release its third quarter fiscal 2024 results on Wednesday, after market close. For the second quarter, the company reported record second-quarter revenues of $1.3 billion, increasing 8% from the same period in 2023. EPS came in at $0.39, beating estimates of $0.38. A CNBC report noted an earlier calendar shift positively impacted its second-quarter sales by $55 million, observing the sales increase would otherwise have been slimmer.American Eagle CFO Mike Mathias has previously stated its full-year guidance of around 4% comparable sales growth and 2-3% revenue growth, reflecting confidence in its core business trajectory.Retail sentiment on the stock improved to ‘extremely bullish’ (95/100) from ‘neutral’ (48/100) a week ago. Message volumes increased to ‘extremely high’ from ‘normal’.<img src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_12_05_at_1_36_08_AM_1930df170a.png" alt="Screenshot 2024-12-05 at 1.36.08 AM.png"> Many users were expecting a huge earnings beat, according to a Stocktwits user poll.&nbsp;<figure class="image image_resized" style="width:65.58%;"><img style="aspect-ratio:1262/684;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_12_05_at_1_45_36_AM_4a62fb7f60.png" alt="Screenshot 2024-12-05 at 1.45.36 AM.png" width="1262" height="684"></figure>In October, JPMorgan lowered the apparel company’s price target to $27 from $29 and kept an Overweight rating, as part of its models update in the department store and specialty softlines group, the Fly.com <a target="_blank" rel="noopener noreferrer nofollow" href="https://thefly.com/news.php?symbol=AEO">reported.</a>Jay Shottenstein, executive chairman and CEO previously stated the company sees "the greatest opportunity in the history of the company" and expects it could grow from a $5 billion business to a $10 billion business in the next few years.<a href="https://stocktwits.com/symbol/AEO">American Eagle stock</a> is down 4% year-to-date. &nbsp;

Retail sentiment on the stock improved to ‘extremely bullish’ | Image source: Wikimedia Commons

American Eagle Outfitters Stock Rises Ahead of Q3 Earnings: Retail’s Optimistic

Wall Street analysts are expecting earnings per share of $0.47 on estimated revenues of $1.3 billion

Current Price	$33.09
Prev Close	$33.00
Open	$33.18
Dividend Yield	N/A
50-Day Moving Average	$33.97
Beta	N/A
Avg. Volume	7,612.38
PE Ratio	N/A

52-Week High	$35.25
52-Week Low	$23.53
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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