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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending sharply upward ahead of its highly anticipated earnings report later today, with the community divided between strong bullish sentiment driven by massive AI demand and new product excitement, and cautious predictions of a "sell the news" event following the recent rally.

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 amid a significant stock price decline, fueling community debate over broader software sector weakness and perceived threats from AI, contrasted by conviction from investors who highlight strong fundamentals, strategic AI pivots, and upcoming earnings as catalysts for a major rebound and short squeeze.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is experiencing a significant surge following a strong Q4 earnings report that exceeded expectations and showcased robust USDC adoption, fueling widespread discussion of a short squeeze and its long-term potential as a core financial infrastructure as stablecoin regulatory clarity is anticipated. However, a divided community also highlights concerns regarding its valuation and sustainability amid the rapid climb.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending following its recent earnings, which showed a revenue decline but emphasized a strategic pivot to high-power AI data centers with new GaN and SiC solutions. The community is actively discussing the technology's critical role in addressing AI's escalating energy demands, with significant anticipation for definitive, revenue-generating contracts from hyperscalers like NVIDIA.

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 a top discussion point as the community anticipates an imminent ASCO GU data release and digests recent NCCN guideline updates for its ANKTIVA cancer immunotherapy. This comes amidst significant price volatility, which high-conviction longs see as a buying opportunity against a backdrop of heavy short interest, believing ANKTIVA is positioned to become a global standard of care.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is a hot topic following activist investor Jana Partners' reported stake and mixed Q4 earnings, with community sentiment sharply divided between those who see a "massively undervalued" fintech leader on the cusp of a turnaround and skeptics concerned about sector headwinds and debt. Discussions also center on aggressive call buying and ongoing insider accumulation as signs of potential future upside for the stock.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

A robust earnings report, featuring beats on revenue and earnings per share, alongside strong same-store sales and ambitious plans for new restaurant openings, is driving significant bullish sentiment for CAVA; the community is actively debating its potential for a short squeeze and sustained growth versus its high valuation compared to peers.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics is trending after its experimental Friedreich's ataxia treatment received FDA Breakthrough Therapy designation, with the agency open to accelerated approval using a novel biomarker. The community is buzzing with high price targets and buyout speculation, navigating discussions around potential future dilution and the drug's safety profile.

Oddity Tech Ltd. engages in the online retail sale of cosmetics and beauty products. Its products include lipsticks, makeup brushes, mascara, eyelash curlers, and makeup brush cleansers. The company was founded by Oran Holtzman and Shiran Holtzman-Erel on March 23, 2013 and is headquartered in Tel Aviv, Israel.

ODDITY Tech Ltd. - Ordinary Shares - Class A

ODDITY Tech is seeing a surge in conversation following its announcement of a $150 million share buyback program and raised Q2 guidance, which is fueling investor hopes for a short squeeze and a rebound from prior declines linked to an unexpected marketing glitch.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is trending after its latest earnings revealed impressive revenue growth, particularly in diagnostics, and a record total contract value with pharma partners for its AI-driven oncology platform. However, a wider net loss and anticipated slower revenue growth are sparking a debate among investors, with many seeing a buy-the-dip opportunity fueled by institutional interest and short-squeeze potential.

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Restaurant reservation wars heat up as DoorDash enters the arena with Resy, OpenTable

The still-simmering reservation wars of the last decade could fully reignite this year, as a shifting tech landscape pits the biggest players against each other...

<ul class="summary-bullets"><li>Investors digested President Donald Trump’s State of the Union and awaited a pivotal earnings report from Nvidia.&nbsp;</li><li>US officials reportedly confirmed Nvidia has not yet sold its flagship H200 chips to China despite recent approvals.</li><li>Takeover tensions escalated after Warner Bros. Discovery said Paramount Global's revised $31 billion bid may be ‘potentially superior’ to its existing deal with Netflix.</li></ul>U.S. stock futures were subdued early Wednesday as traders digested President Donald Trump’s State of the Union address and geared up for the earnings report from AI bellwether Nvidia later in the day.&nbsp;As of 3:00 a.m. ET on Wednesday, Nasdaq and Russell 2000 futures gained 0.1%, while S&amp;P 500 and Dow futures were flat with a positive bias.Meanwhile, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, has moved to ‘neutral’ from ‘bearish’ a day ago, while the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq 100 Index, has remained ‘bearish’ amid high message volumes.&nbsp;Trending Stocks To WatchNvidia (NVDA):&nbsp;Beyond its earnings, focus also remains on export controls. U.S. officials have reportedly confirmed that, despite recent approvals, Nvidia has not yet sold any flagship H200 chips to China.&nbsp;Watch for any spillover impact on competitors' shares, such as AMD and Intel, as well as on key vendor TSMC. Netflix (NFLX), Warner Bros Discovery (WBD) &amp; Paramount (PSKY):&nbsp;The merger drama is heating up, with WBD saying that Paramount’s revised $31 bid is ‘potentially superior’ to the existing Netflix deal. Paramount’s new offer also includes $7 billion regulatory breakup fee.&nbsp;UnitedHealth (UNH), Oscar Health (OSCR) and others:&nbsp;Trump said during his State of the Union (SOTU) speech that he wants to end Affordable Care Act premium tax credits and redirect funds directly to consumers, rather than large insurance companies.&nbsp;TeraWulf (WULF):&nbsp;The crypto miner gained ahead of its earnings print today. Also, Trump, in his SOTU speech, announced the Rate Payer Protection Pledge, under which tech companies have said they will ensure that their massive AI buildouts do not drive up consumers' electricity bills.&nbsp;Paypal (PYPL):&nbsp;The stock is garnering retail attention following reports that Stripe could be eyeing a bid for the company.&nbsp;Lucid Group Inc. (LCID):&nbsp;The company confirmed a 12% reduction in its U.S. workforce after revising its 2025 production figures.DoorDash (DASH):&nbsp;The company announced it would wind down its Deliveroo and Wolt operations in Qatar, Singapore, Japan, and Uzbekistan to focus on more sustainable markets.&nbsp; Other tickers trending on Stocktwits at the time of writing included Cava Group (CAVA), Trump Media and Technology (DJT), Immunity Bio Inc (IBRX), and Zeta Global Holdings (ZETA), among others.&nbsp;Other Catalysts To WatchOn the economic front, investors will be monitoring the release of&nbsp;US MBA Mortgage Applications and EIA Petroleum Report, along with commentary from some Fed speakers today, including Tom Barkin and Alberto Musalem.&nbsp;On the earnings radar, investors will be watching for the quarterly reports from Lowe’s (LOW), Circle Internet Group (CRCL), Hut 8 Mining (HUT), Salesforce (CRM), Snowflake (SNOW), IonQ (IONQ), and Sarepta Therapeutics (SRPT), among others.For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Subdued Ahead Of Nvidia Earnings: Why WBD, NFLX, UNH, LCID, WULF Are On Traders' Radar Today

Data from Stocktwits showed that retail sentiment on SPY and QQQ diverged.

Equity

DoorDash to Wind Down Deliveroo and Wolt Operations in Four Countries

DoorDash, Inc. (NASDAQ: DASH) today announced it is exiting four countries across its Deliveroo and Wolt brands: Qatar, Singapore, Japan, and Uzbekistan. The company will begin an orderly wind-down...

Cathie Wood Says Citrini Research's Take On AI 'Shocked' Financial Markets, Predicts Tech Will Cause 'Explosion' In Entrepreneurial Activity Instead

Cathie Wood pushed back against Citrini Research's warning of an AI-driven economic downturn, arguing that artificial intelligence will instead fuel productivity, GDP growth and lower inflation, even...

This Warren Buffett favorite just hiked its dividend by 15%

Warren Buffett'sBerkshire Hathaway owns nearly 10% of Domino's Pizza, a stake worth roughly $1.34 billion. In fact, Berkshire raised its stake in the pizza company by 12% in Q4 of 2025. When one of...

Jittery Futures Erase Gains Amid AI Doomsday Fears

Jittery Futures Erase Gains Amid AI Doomsday Fears A short rebound in stocks fizzled after Monday's drop, as worries about the disruptive impact of artificial intelligence continued to unsettle...

Company News for Feb 24, 2026

Companies In The Article Are: NVO,LLY,DASH,PYPL,VRE

Cathie Wood Citrini Clash Over DoorDash After Ark Purchases Around $5.4 Million Of DASH Stock

Cathie Wood defends a $5.4M DoorDash buy as Citrini Research warns AI agents will destroy moats. Inside the clash over the future of AI.read more...

We Deliver, Doordash, Grubhub and Uber Eats signs on restaurant door, New York City. (Photo by: Lindsey Nicholson/UCG/Universal Images Group via Getty Images)

DoorDash Moat Under Threat? Citrini Research Warns Consumer AI Agents Could Bypass Delivery Apps Altogether

The note’s co-author suggests AI apps could transact directly with restaurants at about 7% take rates, versus DoorDash’s roughly 25% blended cut, and separately auction delivery to drivers, compressing platform margins.

Cathie Wood Is Buying DoorDash Stock After Identifying AI As Most 'Disruptive' Innovation In History: ARK Also Snaps Up AMD and Alphabet

On Monday, Feb. 23, 2026, ARK Invest bought $11.8M in Figma, $6.8M in AMD, $6M in Alphabet, and $5.4M in DoorDash read more...

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

DoorDash Inc - Ordinary Shares - Class A

Beat EPS and revenue

Beat EPS, miss revenue

Miss EPS, beat revenue

Miss EPS and revenue

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?

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$0.38	--	--	N/A
Q4 '25	$0.59	$0.48	-18.62%	MISSED
Q3 '25	$0.68	$0.55	-19.45%	MISSED
Q2 '25	$0.44	$0.65	48.28%	BEAT
Q1 '25	$0.39	$0.44	12.21%	BEAT

DASH
DoorDash Inc - Ordinary Shares - Class A

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DASHDoorDash Inc - Ordinary Shares - Class A