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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 following a strong revenue report for its Anktiva cancer treatment, igniting fervent community discussion about an impending short squeeze as high short interest clashes with growing bullish sentiment and ambitious price targets. The community is actively celebrating the company's potential as a transformative leader in oncology, with widespread speculation around its global commercial rollout.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is experiencing significant investor debate following its earnings report, which highlighted robust subscriber growth and revenue but also a cautious short-term outlook and escalating regulatory and legal challenges regarding its GLP-1 weight loss business. This has created a divided community, with many anticipating a short squeeze while others fear continued downside from legal pressures.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending amidst debate over whether Anthropic's Claude Code truly threatens its COBOL modernization business, as the stock experienced a significant drop, though many in the community believe it's an overreaction given IBM's existing AI capabilities, strategic partnerships, and robust enterprise solutions in hybrid cloud and AI consulting.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is actively discussed following its substantial collaboration with Astellas Pharma for a prostate cancer immunotherapy, fueled by positive early clinical data and robust financial results, sparking community debate about its valuation and potential for a short squeeze amidst a tight share float.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense is trending following a strong earnings report and multiple new contract wins across its hypersonics, drone defense, and space system segments. The community is actively debating its valuation amidst significant analyst upgrades and widespread optimism for its role in rapidly expanding defense programs.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending as investors anticipate an 18th consecutive beat-and-raise and potential GAAP profitability in its upcoming earnings, leveraging its AI marketing cloud and OpenAI partnership. While many see it as undervalued, the stock is facing significant headwinds from a broader software sector sell-off, alongside community speculation about unusual bot activity inflating its trending presence.

Rich Sparkle Holdings Ltd. engages in the provision of financial printing and corporate services. The firm offers typesetting, proofreading, translation, design, and printing of listing documents, financial reports, fund documents, circulars, and announcements. It also delivers advisory services, such as conducting internal control assessment and environmental, social and governance performance evaluation, and other services including provision of co-working space. The company was founded in 2016 and is headquartered in Hong Kong.

Rich Sparkle Holdings Ltd.

Rich Sparkle Holdings Limited

Rich Sparkle Holdings (ANPA) is trending with extreme volatility following its acquisition of TikTok icon Khaby Lame's core company and a recent private placement. The community is sharply divided, with many speculating on further parabolic moves for this Hong Kong low-float stock, while others express strong skepticism, labeling it an overvalued 'pump and dump' amidst concerns about its fundamental valuation and potential share dilution.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending as investors balance a reported Q4 revenue miss and net loss against a bullish earnings call that confirmed its strategic pivot to high-performance computing (HPC) data centers with fully funded, on-schedule projects for major hyperscalers. The community is actively discussing the company's re-rating potential from a Bitcoin miner to a core AI infrastructure play, bolstered by a new "Overweight" rating and $38 price target from Morgan Stanley.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending amidst anticipation for its Q4 earnings, driven by its strategic pivot into AI/HPC data centers, recent significant capacity expansions, and new analyst coverage with a $37 price target. The community is actively discussing a potential short squeeze given high short interest, viewing the company as an emerging AI infrastructure play increasingly decoupled from Bitcoin volatility.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and decor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot's Q4 earnings are driving conversation, with an EPS beat overshadowed by a sales miss and cautious FY26 guidance, leading the community to debate if it's a reset opportunity or a warning sign given broader housing market headwinds and consumer spending concerns.

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Carnival Corp stock is on&nbsp;investors’ radar ahead of the cruise line operator's quarterly report before the markets open on Monday, with analysts expecting smooth sailing.Carnival has seen a string of price target hikes this month, and brokerages largely expect a beat-and-raise similar to the one in the last quarterly report in June.At the time, the company raised its profit outlook for its current fiscal year, ending November 2025, and stated that its "affordable" cruise fares were attracting consumers during the summer holiday season.Carnival has the potential to post a better-than-expected third-quarter net yield and a guidance raise on solid booking trends and early contributions from the "Celebration Key" destination in the Bahamas, UBS said in a Wednesday investor report.Opened in July, Celebration Key in the Bahamas is Carnival's first private destination, built exclusively for Carnival cruisers.The investment research firm stated that booking volumes in July and August had grown "meaningfully," while the company is seen to be benefiting from European sourcing, which is higher compared to its rivals.Deutsche Bank expects Carnival to beat top and bottom-line estimates. Although the company is not expected to provide a formal 2026 outlook, it may issue intermediate-term goals.According to Koyfin data, analysts expect the company to report a 2.7% rise in revenue and a 3.7% growth in adjusted earnings per share.On Stocktwits, the retail sentiment for CCL has remained 'bullish,' unchanged over the past week.<figure class="image"><img style="aspect-ratio:637/72;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_29_at_9_41_30_AM_png_f8a20933ee.webp" alt="Screenshot 2025-09-29 at 9.41.30 AM.png" width="637" height="72"><figcaption>CCL sentiment and message volume as of September 28 | Source: Stocktwits</figcaption></figure>"$CCL lower fuel costs, increased bookings, increased price targets, tons of room to run to get back anywhere near all-time highs," a bullish user posted.<stembedurl>https://stocktwits.com/IllegitimateMarket/message/630191048</stembedurl><a href="https://stocktwits.com/symbol/CCL">CCL stock</a> is down about 6% from its lifetime high, which the stock hit on Aug. 28. Year-to-date, the shares are up 22%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

People are seen walking near the water as Carnival Miracle, a 88,500 GT Spirit-class cruise ship operated by Carnival Cruise Line, sails the Tagus River.

Carnival Corp Q3 Earnings Preview: Analysts Expect Smooth Sailing Amid Cruise Industry Rebound

BS noted that "Celebration Key" in the Bahamas, a recently opened private destination only for Carnival cruisers, was also generating interest.

Equity

BS noted that "Celebration Key" in the Bahamas, a recently opened private destination only for Carnival cruisers, was also generating interest.


U.S. hotel chains Hilton (HLT) and Marriott (MAR) have announced a significant expansion drive in Africa, responding to the growing business and leisure travel to the continent.According to a Reuters report, Hilton plans to more than triple its hotel count in the region to 160, while Marriott aims to open 50 properties by 2027.Hilton said it would open hotels in Angola, Ghana, and Benin for the first time and reopen properties in Madagascar and Tanzania, without offering a timeline for the plans.Marriott will open its first set of hotels in Cape Verde, Ivory Coast, the Democratic Republic of Congo, Madagascar, and Mauritania. The hospitality company currently has 150 properties across its various brands in Africa.<a href="https://stocktwits.com/symbol/HLT">Hilton shares</a> are nearly flat year-to-date, while <a href="https://stocktwits.com/symbol/MAR">Marriott shares</a> are down 7.7%.The expansion comes amid a travel boom in Africa. International arrivals to the continent rose 9% year on year in the first quarter of 2025, 16% above the same period of pre-pandemic 2019, Reuters reported, citing the United Nations World Tourism Organization data.Airlines have also increased flights to and from Africa recently.On Stocktwits, as of late Thursday, the retail sentiment was 'bearish' for Hilton and 'neutral' for Marriott, unchanged from the previous day.A bearish user said concerns around consumer spending in the hospitality sector will become apparent by the end of the year.<stembedurl>https://stocktwits.com/The_Iceman_/message/618307381</stembedurl>The&nbsp;hospitality sector is&nbsp;under duress&nbsp;in the United States, as consumers and businesses seek to reduce costs amid an uncertain economic outlook.Last month, both&nbsp;Hilton and Marriott trimmed their full-year room revenue forecasts, citing weakness in demand in the U.S. due to tariff policies and cuts in federal budgets under the Trump administration, which have reduced stays by government staff.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Miami Beach, Florida, Collins Avenue, Hilton Cabana Miami Beach entrance sign. (Photo by: Jeffrey Greenberg/Universal Images Group via Getty Images)

US Hotel Chains Hilton, Marriott Set Sights On Africa Amid Tariff-Triggered Domestic Slowdown

U.S. hotel chains Hilton (HLT) and Marriott (MAR) have announced a significant expansion drive in Africa, responding to the growing business and leisure travel to the continent.

New properties are planned in Angola, Ghana, Benin, Cape Verde, Ivory Coast, Congo, Madagascar and Mauritania


Marriott International (MAR) cut its full-year room revenue outlook and projected second-quarter earnings below expectations on Tuesday, reinforcing signs that travelers are pulling back on vacations and hotel stays amid ongoing economic uncertainty.The hotel industry is also feeling the impact of reduced federal spending, leading to fewer bookings from government entities.Marriott, which also operates hotels such as Sheraton, Courtyard, and Ritz-Carlton, reported a 10% decline in room nights booked by U.S. government agencies.Marriott now expects 2025 room revenue to grow between 1.5% and 3.5%, down from its previous forecast of 2% to 4%.It also projected second-quarter adjusted earnings of $2.57 to $2.62 per share, below the $2.68 consensus estimate from LSEG/Reuters.Marriott CFO Leeny Oberg said on the analyst call that the company was seeing softer demand in its more affordable U.S. hotel segments.Oberg also flagged limited visibility for the second half of the year, pointing to shorter booking windows and growing consumer caution around travel spending.For the first quarter, Marriott earned a $2.32 per share profit, on an adjusted basis, on revenue of $6.26 billion. Both the top and bottom lines were above analysts' estimates.On Stocktwits, sentiment jumped to 'extremely bullish' as of late Tuesday from 'neutral' the previous day.<figure class="image"><img style="aspect-ratio:1324/146;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_07_at_1_39_45_PM_png_8e81680fc5.webp" alt="Screenshot 2025-05-07 at 1.39.45 PM.png" width="1324" height="146"><figcaption>MAR sentiment and message volume as of May 6 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/MAR">Marriott shares</a> are down 9.7% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Marriott International, Inc. is displayed on a smartphone screen. (Photo illustration by Cheng Xin/Getty Images)

Marriott Lowers 2025 Room Revenue View Amid Softness, Pullback In US Officials' Stay

The hotel chain, which also operates Sheraton, Courtyard, and Ritz-Carlton, reported a 10% decline in room nights booked by U.S. government agencies.

Are Wall Street Analysts Bullish on Norwegian Cruise Line Stock?

Despite Norwegian Cruise Line’s underperformance relative to the broader market over the past year, Wall Street analysts maintain a moderately bullish outlook about the stock’s prospects.

Shares of Carnival Corp (CCL) fell 1.2% on Friday, after the cruise line operator struck a cautious tone for the business this year partly due to potential disruption from President Donald Trump's trade tariffs.The reaction came despite strong first-quarter results and a raise in the company's forecast for full-year earnings, which also powered a positive outlook on the company's shares among retail investors on Stocktwits.CEO Josh Weinstein said Carnival was "not completely immune from the heightened macroeconomic and geopolitical volatility."In recent months, Trump has raised tariffs on China, Mexico, and Canada and imports of steel and aluminum, opening the United States up to reciprocal tariffs. These tariffs could disrupt trade and lead to higher prices for U.S. consumers.Carnival now expects adjusted earnings of about $1.83 per share for FY25, up from its previous projection of about $1.70."This raise incorporates our increased first-quarter yield results and reduced interest expense thanks to our recent successful refinancings," Weinstein said.The company meanwhile delivered strong results for its first quarter, which ended in February, thanks to robust demand and higher onboard spending by customers.Revenue rose to $5.81 billion from $5.41 billion, topping a consensus estimate of $5.75 billion from LSEG/Reuters.Carnival's adjusted earnings per share was $0.13 compared with an estimate of $0.02.On Stocktwits, retail sentiment notched higher in the ‘bullish’ territory.<figure class="image"><img style="aspect-ratio:937/225;" src="https://news.stocktwits-cdn.com/Screenshot_2025_03_24_at_8_04_55_AM_png_6815aab362.webp" alt="Screenshot 2025-03-24 at 8.04.55 AM.png" width="937" height="225"><figcaption>CCL sentiment and message volume as of March 21, 2025 | Source: Stocktwits</figcaption></figure>A user posted that they expect Carnival shares to go above $30, while another said the stock was "way" oversold.<stembedurl>https://stocktwits.com/meijiagustin/message/608943657</stembedurl><stembedurl>https://stocktwits.com/Davruns/message/608935124</stembedurl>Shares&nbsp;of the company closed Friday&nbsp;at $20.94, down about 16% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Carnival Sunshine cruise ship is docked in the French Mediterranean port of Marseille for maintenance and repairs. (Photo by Gerard Bottino/SOPA Images/LightRocket via Getty Images)

Carnival Signals Caution Over Macro Uncertainty But Raises Annual Profit Forecast; Retail Mood Glows

"This raise incorporates our increased first-quarter yield results and reduced interest expense thanks to our recent successful refinancings," CEO Josh Weinstein said.

Carnival Corp (CCL) shares gained ahead of the cruise line operator's fiscal first-quarter results announcement on Friday, even as retail interest remained muted.The company's adjusted sales is expected to rise 6.2% to $5.74 billion for the three-month period ended February, according to a consensus estimate from Koyfin.Adjusted earnings per share is seen at $0.02. Cash from operations is expected to be 20.5% lower at $1.41 billion.Shares of Carnival were up 0.24% in premarket trading on Thursday, after closing 4.6% higher at $21.05 a day prior.Cruise operators, including Carnival, Royal Caribbean Group (RCL), and Norwegian Cruise Line Holdings (NCLH), reported broadly strong revenue and profit growth last year, driven by robust demand and higher pricing.According to their latest commentary, these companies have strong advanced bookings for 2025, indicating positive trends for the sector.In its Q4 results published in December, Miami, Florida-based Carnival reported quarterly revenue of $5.94 billion and adjusted profit of $0.14, beating Wall Street expectations on both parameters.Following the report, Morgan Staley raised the price target on the stock to $22 from $20 and Truist bumped it by $1 to $30. They have ‘underweight’ and 'hold' ratings, respectively, on the stock.Currently, more than half of the analysts have a 'hold' rating on the stock, with an average price target of $21.05, according to Kiyfin data.On Stockwits, the sentiment among retail investors improved slightly but held in the 'neutral' territory.Several users posted assumptions that Carnival will report better-than-expected results and the stock will trade higher.<stembedurl>https://stocktwits.com/RunwithMoney15/message/608550130</stembedurl><stembedurl>https://stocktwits.com/Getmoney305/message/608543190</stembedurl>Last week, Barclays said the recent selloff in cruise line stocks was overdone, according to Investing.com.&nbsp;The research firm recommended Royal Caribbean and Carnival, which it said benefit from "drive-to mix and most attractive/inherent value propositions to the consumer."Carnival shares ended Wednesday at $21.05, down 15.5% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Carnival Corp Shares Edge Up Ahead Of Q1 Results: Retail Interest Muted

Cruise operators, including Carnival, Royal Caribbean Group (RCL), and Norwegian Cruise Line Holdings (NCLH), reported broadly strong revenue and profit growth last year, driven by robust demand and higher pricing.

Do Wall Street Analysts Like Royal Caribbean Cruises Stock?

Royal Caribbean Cruises has been experiencing solid business momentum and has outpaced the broader market by a large margin. Observing this trend, analysts remain strongly bullish on the stock’s prospects.

What Are Wall Street Analysts' Target Price for Norwegian Cruise Line Stock?

Norwegian Cruise Line has outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.

Shares of Carnival Corp. (CCL) rose nearly 0.4% pre-market on Tuesday after the company’s <a href="https://stocktwits.com/news-articles/markets/equity/ccl-stock-dips-after-earnings-retail-stays-bullish/c76dXtiR3B">Q3 earnings report</a> sparked mixed reactions.On Monday, the stock initially dropped more than 6% but pared some losses to close slightly in the red after a softer-than-expected forecast for current-quarter net yields and profits overshadowed a profit beat and record quarterly revenue, dampening market sentiment.Despite the cautious outlook, Carnival raised its full-year profit guidance for the third time this year and lifted its net yield forecast to 10.4%, up from 10.25%.Barclays raised its price target on Carnival to $26 from $25, representing about 40% upside from current levels, while maintaining an ‘Overweight’ rating.The brokerage noted that while the Q3 results didn’t meet all expectations, strong demand and positive commentary keep Carnival’s 2025 outlook intact.Morgan Stanley also adjusted its price target, raising it to $16.50 from $15, but stuck with an ‘Underweight’ rating.The brokerage increased its EPS forecasts for FY24, FY25, and FY26 but expressed concerns about Carnival’s asset-heavy model and high financial leverage, which could make it more vulnerable to a potential slowdown compared to other travel names.Carnival has made progress on reducing its pandemic-era debt, which ballooned from $11.5 billion in 2019 to $34.5 billion in 2022. Since then, the company has reduced its debt by $5 billion.But on Monday, CEO Josh Weinstein expressed confidence in the company’s future, pointing to “enhanced commercial execution” and strong booking momentum, positioning Carnival for a solid 2025 and beyond.<figure class="image"><a href="https://stocktwits.com/symbol/CCL"><img style="aspect-ratio:1314/320;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/CCL_sentiment_and_message_volume_Oct_1_f412f043e2.png" alt="CCL sentiment and message volume Oct 1.png" width="1314" height="320"></a><figcaption>CCL sentiment and message volume Oct 1 pre-market</figcaption></figure>On Stocktwits, retail sentiment surged to ‘extremely bullish’ (95/100) levels, nearing the highest point this year, with a 36% spike in message volume.One user commented on the bullish outlook, noting the stock’s recovery and positive future trend.<stembedurl>https://stocktwits.com/Davruns/message/587589067</stembedurl>Another user looked ahead to a higher target price.<stembedurl>https://stocktwits.com/2023andbeyond/message/587617901</stembedurl>Shares of Carnival are up over 6% year-to-date, as of Monday’s close, compared to Norwegian Cruise Line’s (NCLH) 12% gain and Royal Caribbean’s (RCL) 47% surge. &nbsp;

Barclays raised its price target on Carnival to $26 from $25, representing about 40% upside from current levels.

Carnival Gets Price-Target Hikes After Q3 Earnings: Stock Rises, Retail Sentiment Near Year’s High

Barclays noted that while the Q3 results didn’t meet all expectations, strong demand and positive commentary keep Carnival’s 2025 outlook intact.

ETF Series Solutions Trust - Defiance Hotel, Airline, and Cruise ETF

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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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