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UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is trending sharply lower after a proposed near-flat Medicare Advantage payment rate for 2027, amplifying concerns about future revenue despite beating recent earnings. This regulatory hit is driving widespread discussion, with many investors debating whether it's an overreaction creating a 'buy the dip' opportunity or a significant re-rating of the managed care sector's outlook.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune (ALT) is trending due to significant investor optimism following its recent FDA Breakthrough Therapy Designation for pemvidutide in MASH. The community is actively discussing the drug's "best-in-class" potential and the belief that the company is substantially undervalued. Many view the new CEO as a dealmaker, anticipating a major strategic move that could trigger a significant re-rating of its market capitalization.

Richtech Robotics, Inc. engages in the development of robotics and artificial intelligence. The firm designs, manufactures, and sells robots to restaurants, hotels, senior living centers, casinos, factories, and movie theaters. Its robots perform a variety of services including restaurant running and bussing, hotel room service delivery, floor scrubbing and vacuuming, and beverage and food preparation. The company was founded by Zhen Wu Huang and Zhen Qiang Huang on July 19, 2016 and is headquartered in Las Vegas, NV.

Richtech Robotics Inc. - Ordinary Shares - Class B

Richtech Robotics Inc.

Richtech Robotics (RR) is trending following its announced collaboration with Microsoft, integrating Azure AI into its ADAM robots for advanced agentic AI capabilities. This partnership is seen by the community as a significant validation, fueling excitement for long-term growth within the burgeoning robotics and AI sector, especially amid discussions around high short interest and potential for a squeeze.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is a hot topic as the community reacts to developments surrounding the TikTok deal and a recent analyst downgrade that has sparked a divide. Many bulls emphasize the strategic value of TikTok's cloud infrastructure and AI data for Oracle's long-term growth, seeing current price levels as a significant accumulation opportunity. Conversely, bears are focused on the substantial capital expenditures and debt associated with Oracle's AI ambitions, expressing skepticism about its valuation and ability to compete effectively.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee (LKNCY) is trending amid its continued aggressive store expansion, notably in competitive markets like New York City, and ongoing discussions about its fundamental undervaluation compared to peers. The community remains sharply divided, with many investors highlighting its strong growth trajectory and potential uplisting, while others express frustration over stagnant price action, perceived manipulation as an OTC stock, and a lack of transparency regarding future listing plans.

Intellia Therapeutics, Inc. is a clinical stage genome editing company, which engages in the development of curative therapeutics using the CRISPR/Cas9 system. Its CRISPR/Cas9 system transforms medicine by both producing therapeutics that permanently edit and/or correct disease-associated genes in the human body with a single treatment course, and creates engineered cells that can treat oncological and immunological diseases. The company was founded by Andrew May, Luciano Marraffini, Rodolphe Barrangou, Nessan Bermingham, Rachel Haurwitz, Erik Sontheimer, Jennifer Doudna, and Derrick Rossi in May 2014 and is headquartered in Cambridge, MA.

Intellia Therapeutics Inc

Intellia Therapeutics is trending as the FDA lifted the clinical hold on its MAGNITUDE-2 Phase 3 trial, complemented by recent positive data for its hereditary angioedema treatment. This news has sparked community excitement, driving discussions around the stock's high short interest and potential for a significant rebound. Many view these developments as a strong positive for the broader gene-editing sector, with some noting consistent institutional buying despite past volatility.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth (USAR) is trending following a substantial U.S. government investment, including a significant loan and equity stake, aimed at bolstering the domestic rare earth supply chain. The community is buzzing with bullish sentiment, anticipating a major upside akin to other government-backed entities, despite immediate frustrations over perceived price manipulation and shorting efforts. Many view current price action as an opportunity to accumulate, driven by national security implications and critical mineral demand.

CVS Health Corp. is a health solutions company, which engages in the provision of healthcare services. It operates through the following segments: Health Care Benefits, Health Services, Pharmacy and Consumer Wellness, and Corporate and Other. The Health Care Benefits segment operates as a health care benefits provider. The Health Services segment offers a full range of PBM solutions, delivers health care services in its medical clinics, virtually, and in the home. The Pharmacy & Consumer Wellness segment dispenses prescriptions in its retail pharmacies and through its infusion operations. The Corporate and Other Segment is involved in management and administrative expenses. The company was founded by Stanley P. Goldstein and Ralph Hoagland in 1963 and is headquartered in Woonsocket, RI.

CVS Health Corp

CVS Health is actively discussed following a proposed ~0.09% Medicare Advantage payment increase for 2027, significantly below market expectations, triggering a sector-wide sell-off for managed care providers. The community is sharply divided, with many seeing this as a market "rug pull" and "chaos," while others believe it's a political maneuver, urging to "buy the dip" in anticipation of a potential retraction. While the broader health insurance sector grapples with repricing MA margins, CVS's diverse business model, including Aetna, is under scrutiny as investors weigh its exposure against potential long-term policy shifts.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending after reporting strong earnings, with significant discussion around the CFO's validation of substantial long-term Free Cash Flow targets and solid delivery figures. The community is largely optimistic, viewing the initial dip as a buying opportunity and indicating growing confidence in the aerospace giant's operational turnaround and sustained growth trajectory.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is trending following its announcement of a global restructuring plan, including workforce reductions and a strategic pivot towards AI initiatives, which has led to a notable stock decline. The market reaction is split, with some viewing the significant drop as an overreaction given the company's financials, while others are questioning its competitive position and actively discussing potential acquisition scenarios, including recent rumors involving OpenAI. Many investors emphasize the company's perceived undervaluation, strong cash flow, and lack of debt amidst a challenging advertising landscape and intense market competition.

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Shares of Boeing Co. (BA) fell over 4% on Tuesday, dragging retail sentiment down, after the company revealed a new hurdle in its efforts to certify the 777X, its newest widebody jet.Boeing reportedly grounded its entire 777X test fleet after discovering a damaged thrust link, a key engine mounting structure, on a 777-9 during routine maintenance. This failure signifies a critical design flaw, causing delays in the already-behind-schedule certification process. &nbsp;Following the news, retail investor sentiment on Stocktwits shifted deeper into ‘bearish’ territory (29/100), with a significant increase in message volume. &nbsp;<figure class="image"><a href="https://stocktwits.com/symbol/BA"><img style="aspect-ratio:1310/316;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/BA_sentiment_and_message_volume_Aug_20_e0476b4234.png" alt="BA sentiment and message volume Aug 20.png" width="1310" height="316"></a><figcaption>BA sentiment and message volume Aug 20</figcaption></figure>Some users expressed concerns about Boeing's competence and potential regulatory issues stemming from this incident.<stembedurl>https://stocktwits.com/Fredafzal1/message/583533076</stembedurl>This development presents the first major challenge for Boeing's new CEO, Kelly Ortberg, who took charge earlier this month and <a href="https://stocktwits.com/news/markets/equity/boeing-retail-sentiment-bullish-on-new-ceo-ortberg/c7HyVAFRRs">boosted investor sentiment</a>.RBC Capital analyst Ken Herbert reportedly expects the grounding to push 777x delivery expectations “to the right, and potentially into 2026,” adding that the program’s approval period would likely be prolonged.Boeing has faced a series of issues in recent years, including fatal crashes, production problems, and safety incidents.However, August has presented a few positive catalysts, such as increased orders and deliveries for the previous month, a major aircraft order from EL AL Israel Airlines, and reports of potential freighter deals with Saudi Arabia.Despite the recent setbacks, Boeing's stock price is still up over 1% since Ortberg took over, suggesting the broader market retains some confidence in his leadership.However, retail investors are turning cautious, worried about potential regulatory fallout and further delays impacting the 777X program.

This development presents the first major challenge for Boeing's new CEO, Kelly Ortberg, who took charge earlier this month. Photo via Flickr

Boeing Stock Slides On Fresh 777X Woes, Retail Investor Optimism Wanes

A Wall Street analyst predicts the grounding could push 777X delivery expectations into 2026, signaling a prolonged approval period.

Equity

A Wall Street analyst predicts the grounding could push 777X delivery expectations into 2026, signaling a prolonged approval period.


Boeing Co. (BA) is experiencing a much-needed shot of optimism, as its stock price surged over 3% on the very first day of new CEO Kelly Ortberg's tenure. Retail investors too seem to be buying into the planemaker’s new chapter.Stocktwits sentiment for BA has flipped from ‘neutral’ to ‘bullish’ (57/100) in a day, indicating a newfound confidence in Boeing's future, which appears to be driven by a combination of Ortberg's strategic decisions and a yearning for change among investors.<figure class="image"><a href="https://stocktwits.com/symbol/BA"><img style="aspect-ratio:1320/318;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/BA_sentiment_and_message_volume_score_Aug_9_3bd82a722d.png" alt="BA sentiment and message volume score Aug 9.png" width="1320" height="318"></a><figcaption>BA sentiment and message volume score Aug 9 9.30 am ET</figcaption></figure>Ortberg has decided to relocate his office to Seattle, the company's historical heartland. This move, seen as long overdue by many, signifies a return to Boeing's manufacturing roots.The CEO himself emphasized the importance of proximity to production in a letter to employees, stating, "We need to get closer to the production lines and development programs."He wasted no time putting his words into action, reportedly spending his first day on the factory floor in Renton, Washington, the birthplace of the troubled 737 Max planes. &nbsp;Retail investors on Stocktwits, where Boeing has 185,000 followers, showered praise. One user lauded Ortberg’s focus on safe production increases, highlighting it as the key to unlocking a domino effect of positive outcomes for salaries, stock price, and debt reduction.<stembedurl>https://stocktwits.com/Salahadin666/message/582423227</stembedurl><stembedurl>https://stocktwits.com/BlueFir/message/582421775</stembedurl>Others pointed to Ortberg's engineering background as a perfect fit for leading a manufacturing giant, predicting a significant rise in stock price within the next few years.<stembedurl>https://stocktwits.com/JustForTodayReborn/message/582385865</stembedurl>Boeing has undeniably faced its share of struggles in recent years. From quality issues that led to fatal crashes to more terrifying incidents such as a door plug blowing off a fuselage mid-air, the company's reputation has taken a beating.Calhoun, Ortberg's predecessor, inherited a crisis-ridden Boeing in 2020 and saw the stock price nearly halve during his tenure. The COVID-19 pandemic exacerbated the company's woes. &nbsp;However, analysts like Noah Poponak of Goldman Sachs see a glimmer of hope. Earlier this week, he acknowledged the turbulence of Q2 2024 but highlighted increased production rates and Ortberg's appointment as factors that could alleviate past uncertainties. Poponak maintained a ‘Buy’ rating for BA stock, albeit with a slightly lowered price target. &nbsp;The combined factors of Ortberg's strategic moves, retail investor optimism, and analyst support are painting a cautiously optimistic picture for Boeing's future.

Boeing 777 airplane. Photo via GoodFon.com

Boeing’s New CEO Lifts Retail Sentiment Into ‘Bullish’ Zone After Day 1 On Job: What’s He Doing?

Boeing Co. (BA) is experiencing a much-needed shot of optimism, as its stock price surged over 3% on the very first day of new CEO Kelly Ortberg's tenure. Retail investors too seem to be buying into the planemaker’s new chapter.

Boeing’s New CEO Lifts Retail Sentiment Into Bullish

While challenges undoubtedly remain, there's a renewed sense of purpose under Ortberg's leadership. Only time will tell if Boeing can truly return to its former glory, but the initial signs among retail investors are encouraging.

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