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SPY is trending as investors react to the ongoing State of the Union address, with community discussion heavily focused on Trump's proposals regarding tariffs and income tax, and divided opinions on whether his remarks will propel the market higher or lead to a reversal.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending due to intense community debate surrounding Donald Trump's State of the Union address, as many speculate whether the speech will ignite a rally, given the stock often acts as a proxy for his political sentiment, or further its decline amid discussions of his legal issues and economic policies.

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 with fervent investor discussion surrounding its cancer immunotherapy, ANKTIVA, driven by high expectations for national attention on its groundbreaking treatments and intense speculation about a potential short squeeze that has ignited extreme bullish sentiment.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is actively discussed as the market anticipates potential catalysts from the State of the Union address and NVIDIA's upcoming earnings, driving widespread community speculation on whether these events will lead to a market rally or a significant pullback amidst persistent claims of manipulation.

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 on the eve of its highly anticipated earnings report, with the community actively debating whether strong results will propel the broader market higher or trigger a "sell the news" reaction, all while considering a competitor's recent major AI chip deal and ongoing concerns about US-China export policies.

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 due to intensified political and regulatory scrutiny on the healthcare sector, including a new bill introduced by senators to break up conglomerates and anticipated negative comments from a former president, sparking a polarized community debate between bearish sentiment and those identifying a long-term buying opportunity.

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 as recent political commentary underscores the critical need for data centers to secure their own power, a significant bullish catalyst for the company given its extensive renewable energy infrastructure and strategic pivot to AI/HPC. The community is actively discussing high short interest and upcoming earnings, fueling speculation of a potential squeeze.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending following a mixed earnings report, which highlighted revenue growth but wider losses, alongside news of significant layoffs. The community is sharply divided between those anticipating a short squeeze and future product success, and those highlighting persistent cash burn and the potential for further dilution.

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

CAVA Group is trending following its earnings report, which showcased strong revenue growth and new restaurant openings for fiscal 2025, alongside a positive outlook for fiscal 2026. The community is actively debating its high valuation and moderated same-store sales growth against its aggressive expansion strategy and perceived market share gains over competitors like Chipotle.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending following its Q4 earnings, where cautious fiscal year 2027 subscription revenue guidance, despite an earnings beat, fueled concerns over slowing growth and AI disruption in the enterprise software sector. While many fear AI could replace core services, supporters argue the stock is undervalued, citing its established market position and that AI leaders like Anthropic and OpenAI are Workday customers.

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JP Morgan sees London office market recovery with rising rents

Investing.com -- JP Morgan has highlighted a recovery in the London office market, noting several supportive trends as demand increases against limited supply.

Citi upgrades Derwent London to "buy," sees 48% upside on rental strength

Facebook and Instagram parent Meta Platforms (META) on Tuesday <a target="_blank" rel="noopener noreferrer nofollow" href="https://about.fb.com/news/2025/04/introducing-meta-ai-app-new-way-access-ai-assistant/">launched</a> a Meta AI standalone app in a first step toward building a more personal AI experience along the lines of OpenAI’s ChatGPT or Alphabet Inc.’s Google Gemini.The app is built with Llama 4, Meta’s latest large language model, and will enable users to engage in voice conversations with Meta AI within a standalone app. Currently, people use Meta AI within the company’s many apps, including WhatsApp, Instagram, Facebook, and Messenger.The Meta AI app aims to provide responses that are more personal and conversational. The app also integrates other Meta AI features such as image generation and editing, which can be done using a voice or text conversation.The first version of the app includes a voice demo that users can test. The technology will deliver a more natural voice experience, but it does not have access to the web or real-time information, the company said.Users may initially encounter technical issues or inconsistencies with the first version of the app, as Meta continues to improve its experience over time.Voice conversations are available in the U.S., Canada, Australia, and New Zealand, the company said.The Meta AI app is also designed to facilitate more personal conversations, drawing on information shared by users across Meta products, such as their profile and content they like or engage with.The company is also merging its standalone Meta AI app with the Meta View companion app for Ray-Ban Meta glasses, it said.Meta also pointed out that all existing media and device settings from Meta View will be automatically migrated to the new app.<a href="https://stocktwits.com/symbol/META">META stock</a> is down by about 7% so far this year but up by about 28% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/abeona-therapeutics-gene-therapy-approved-for-genetic-skin-disease-treatment/chQ69Z6RbLL">Abeona Therapeutics’ Gene Therapy Gets FDA Nod For Treating Rare Genetic Skin Disease</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Meta logo is displayed during the Viva Technology show at Parc des Expositions Porte de Versailles on May 24, 2024 in Paris, France.

Meta Launches Standalone AI Assistant App To Rival OpenAI, Alphabet

The app is built with Llama 4, Meta’s latest large language model, and will enable users to engage in voice conversations with Meta AI within a standalone app.

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The app is built with Llama 4, Meta’s latest large language model, and will enable users to engage in voice conversations with Meta AI within a standalone app.


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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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