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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 as its community fervently debates and anticipates a potential S&P 500 inclusion, which has sharply divided sentiment between expectations of a significant rally and fears of a decline, amidst broader market volatility.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as news circulates about the departure of a key FDA official, which the community believes removes a significant hurdle and could accelerate the approval path for their Duchenne Muscular Dystrophy (DMD) therapy, Deramiocel; this development, combined with upcoming Phase 3 data presentations, is intensifying short squeeze and buyout speculation.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure is surging as a key FDA official's departure and reports of a less invasive trial design for its Huntington's gene therapy ignite community hopes for accelerated approval, triggering a significant short squeeze after a week of regulatory setbacks.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings (LITE) is trending amid its S&P 500 inclusion and a significant strategic investment from NVIDIA, solidifying its critical position in AI infrastructure expansion. The community is actively discussing whether its high valuation is justified by its role in supplying advanced optical components, particularly in light of industry perspectives on optical versus copper solutions for data center connectivity.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. It also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment offers products and services sold for applications within the data center, communication networks, and commercial and industrial markets in North America and Latin America. The Asia Pacific segment includes products and services sold for applications within the data center, communication networks, and commercial or industrial markets throughout Greater China, Australia and New Zealand, Southeast Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Columbus, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv Holdings Co. (VRT) is a major talking point among investors after its announcement to join the S&P 500 index on 3/23, leading to widespread discussion around anticipated 'inclusion play' gains and the implications of forced buying by index funds.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending as CEO Doug Ingram's upcoming retirement, prompted by a personal family health challenge, sparks community discussion about potential M&A and a fresh leadership direction. This, coupled with optimism over a potentially evolving FDA regulatory landscape and anticipation for new siRNA pipeline data, fuels talks of the company's significant undervaluation and short-squeeze potential.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending as its fortified balance sheet, recent defense contract wins, U.S. Army qualification, and a new CEO compensation plan tied to aggressive valuation milestones spark intense community debate, balancing optimism for its critical role in aerospace and defense against concerns over institutional exits, high short interest, and potential dilution.

Iovance Biotherapeutics, Inc. is a biopharmaceutical company, which engages in the development and commercialization of cell therapies as novel cancer immunotherapy products. Its lead product candidate, LN-144 for metastatic melanoma, is an autologous adoptive cell therapy utilizing tumor-infiltrating lymphocytes (TIL), which are T cells derived from patients' tumors. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

With upcoming clinical data readouts and potential international approvals for its personalized TIL therapy, Iovance Biotherapeutics is showing exceptional relative strength in a weak market, sparking community speculation of a significant short squeeze and potential buyout.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

NVIDIA's substantial investment and strategic partnership for optical interconnects has put Coherent at the forefront of the AI infrastructure conversation, with investors also discussing its recent S&P 500 inclusion as a key sector player.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is surging as escalating conflict with Iran significantly disrupts oil traffic through the vital Strait of Hormuz, driving the biggest weekly crude gains in decades. The community is actively debating whether this is a genuine physical supply squeeze or fear-driven, with many expecting oil to climb well past $100 as regional producers face storage limits.

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CoreWeave (NASDAQ:CRWV) Stock Price Down 2.4% Following Insider Selling

CoreWeave (NASDAQ:CRWV) Stock Price Down 2.4% Following Insider Selling...

Oracle & OpenAI Scrap Texas Data Center Expansion Plan, Sending AI Stocks Lower

Oracle & OpenAI Scrap Texas Data Center Expansion Plan, Sending AI Stocks Lower AI-related stocks are sliding late in the New York cash session after Bloomberg News reported that Oracle and OpenAI...

<ul class="summary-bullets"><li>Nvidia assisted with facilitating Meta’s discussions with Crusoe, the developer, as per the report.</li><li>Meta and Crusoe’s talks over the expanded site usage, while ongoing, could still change, as per the report.</li><li>Meanwhile, Oracle and Crusoe’s relationship has also been reportedly fraught over reliability at the site.</li></ul>Oracle Corp. and OpenAI have reportedly shelved their plans to expand an artificial intelligence data center in Abilene, Texas. The deal reportedly collapsed amid drawn-out negotiations over financing as well as OpenAI’s evolving demand forecasts.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-06/oracle-and-openai-end-plans-to-expand-flagship-data-center">report</a> from Bloomberg, citing people familiar with the matter, the deal’s end has prompted Meta Platforms (META) to consider taking the planned expansion site on lease.Nvidia Corp. (NVDA) assisted with facilitating Meta’s discussions with Crusoe, the developer, the report added.ORCL shares closed 1.1% lower on Friday. Meanwhile, <a href="https://stocktwits.com/symbol/BE">shares of Bloom Energy</a> Corp. (BE), <a href="https://stocktwits.com/symbol/APLD">Applied Digital Corp.</a> (APLD), and <a href="https://stocktwits.com/symbol/CRWV">CoreWeave Inc.</a> (CRWV) also declined on the news, ending the day over 15%, 10%, and 2% lower, respectively.<h2 class="st-heading-2">Site Details</h2>The AI data center campus in Abilene is part of the U.S. government-announced Stargate project, and the 1,000-acre site is under construction even though many sections are functional, as per the report.In July 2025, Oracle (ORCL) and OpenAI had agreed to a development of up to 4.5 gigawatts of additional Stargate capacity at the site, reportedly deploying Nvidia’s chips. While that deal is still on track, tentative plans to lease out a larger expansion have been shelved, as per the Bloomberg report.After the expansion deal fell through, developer Crusoe had an opening for a tenant. Nvidia stepped in as a measure to keep its own semiconductors on the expanded data center instead of losing out to Advanced Micro Devices Inc. (AMD), according to the people cited in the report. Additionally, Nvidia had reportedly already paid a $150 million deposit for the site and hence began negotiating the deal to bring Meta on board as a tenant.Meta and Crusoe’s talks over the expanded site usage, while ongoing, could still change, as per the report.<h2 class="st-heading-2">Strained Relations</h2>Meanwhile, Oracle and Crusoe’s relationship has also been reportedly fraught over reliability at the site. Bloomberg said that people familiar with the matter had stated that earlier this year, many data center buildings went offline for days on end after winter impacted multiple liquid cooling machinery.However, both companies reportedly told Bloomberg that their relationship was solid and Oracle’s leased data center site was progressing quickly.“We are very proud of our relationship and our progress in bringing capacity online,” Oracle reportedly said in a statement.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ORCL">ORCL shares</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours amid ‘low’ message volumes. The ticker was trending on the top position on the platform at the time of writing.Meanwhile, retail sentiment around META shares was in the ‘bearish’ territory amid ‘low’ message volumes.ORCL shares have declined more than 21% this year, while <a href="https://stocktwits.com/symbol/META">META shares</a> have fallen about 0.8% in the same period. Meanwhile, <a href="https://stocktwits.com/symbol/NVDA">NVDA shares </a>have lost about 5% of their value this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/google-to-reportedly-continue-anthropic-deployment-for-non-defense-clients/cZdLaAvRI4e">Google To Reportedly Continue Anthropic Deployment For Non-Defense Clients</a>

The Oracle logo is displayed on a mobile phone with the company's branding seen in the background in this photo illustration.

Oracle, OpenAI Scrap Texas AI Data Center Expansion Plans; Meta Eyes Site: Report

According to a report from Bloomberg, Oracle and OpenAI’s fallout has created room for Meta to consider leasing the site. 

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Nitin Agrawal Sells 3,920 Shares of CoreWeave (NASDAQ:CRWV) Stock

CoreWeave Inc. (NASDAQ:CRWV - Get Free Report) CFO Nitin Agrawal sold 3,920 shares of the firm's stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of...

Analyst rethinks under-the-radar stock backed by Nvidia

Nvidia's (NVDA) backing is often seen as a vote of confidence in a company's technology and growth potential.The U.S. chip giant announced this week that it will invest $2 billion in Lumentum...

CoreWeave (NASDAQ:CRWV) Earns Outperform Rating from Analysts at Oppenheimer

Oppenheimer started coverage on CoreWeave in a report on Friday. They set an "outperform" rating and a $140.00 target price on the stock...

CoreWeave, Inc. (CRWV) Class Action Lawsuit: Investors Face March 13, 2026, Deadline

CoreWeave, Inc. (CRWV) Class Action Lawsuit: Investors Face March 13, 2026, Deadline CoreWeave, Inc. (CRWV) Class Action Lawsuit: Investors Face March 13, 2026, Deadline PR Newswire RADNOR, Pa...

CoreWeave's $66.8B Backlog Boosts Long-Term Growth Outlook

CRWV's backlog surged to $66.8B, up more than fourfold in a year, highlighting strong AI cloud demand and supporting aggressive data center expansion plans. 

Here are Friday's biggest analyst calls: Nvidia, Netflix, Oracle, Chipotle, CoreWeave, Costco, Intel & more

Here are Friday's biggest calls on Wall Street...

Is CoreWeave Stock Going to $150?

Key PointsInvestors pressed the panic button after CoreWeave released its Q4 2025 results...

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

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CoreWeave Inc

Oppenheimer initiated coverage with an Outperform rating and $140 price target, while Bernstein gave an Underperform with a $56 target, sparking sharp debate among investors.

CoreWeave forged a multi-year partnership with Perplexity to host AI inference workloads on NVIDIA GB200 clusters, highlighting strong demand for specialized GPU cloud services.

News of Oracle and OpenAI scrapping data center expansion plans initially spooked the market, leading to a broader sell-off in AI infrastructure stocks despite CoreWeave's specific situation.

The company reports a massive $66.8 billion backlog and projected 2026 revenues of $12-$13 billion, fueling investor discussions about its ambitious growth plans and capital needs.

Investors are weighing concerns about increasing competition from major hyperscalers like AWS and Azure potentially eroding the company's market position in specialized AI cloud services.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	-$0.85	--	--	N/A
Q4 '25	-$0.50	-$0.56	-11.66%	MISSED
Q3 '25	-$0.40	-$0.08	79.53%	BEAT
Q2 '25	-$0.23	-$0.27	-17.17%	MISSED
Q1 '25	-$0.12	-$0.83	-616.40%	MISSED

CRWV
CoreWeave Inc

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