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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently facing significant selling pressure and heightened volatility following a now-deleted post from investor Michael Burry that sparked concerns over potential competition from Anthropic. While the community remains deeply divided, investors are actively debating whether these AI-native agents pose a genuine threat to Palantir's enterprise moat or if the recent selloff is an overreaction to market noise.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is experiencing a notable stock re-rating driven by strong AWS growth, triple-digit year-over-year gains in its custom AI chip business, and expanding infrastructure investments, including a multibillion-dollar data center project in Mississippi. While some investors remain cautious due to broader macroeconomic pressures and short-term volatility, the community is actively debating the company's long-term potential as an AI infrastructure leader and its competitive positioning against other major tech players.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is facing significant selling pressure as investors grapple with growing fears that AI-native competitors could disrupt traditional enterprise software models. Despite ongoing bullish commentary from some analysts and internal leadership, the community is actively debating whether current valuation levels represent a generational buying opportunity or a structural decline for the sector.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is surging as investors cheer a flurry of high-profile partnerships, including expanded AI infrastructure deals with Google and a strategic role in Elon Musks Terafab project. The community is actively debating whether this rapid rally marks a sustainable revaluation of the company's foundry potential or if the stock is becoming overextended as participants watch for further design wins and upcoming earnings.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is currently trending as a prominent AI infrastructure play, driven by high investor conviction in its massive GPU-backed compute capacity and strategic partnerships with industry giants. The community is actively discussing its resilience amid geopolitical instability, weighing its aggressive expansion and contracted revenue against concerns over sector-wide volatility and potential short-term profit-taking.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake Inc. is currently a focal point for investors as they weigh the companys strong revenue growth and expanding AI-driven product ecosystem against broad sector volatility and skepticism regarding long-term software valuations. Community discussion is dominated by debates over whether the stock is an undervalued foundational play for enterprise AI or a target for further repricing as AI agents disrupt traditional SaaS business models.

Monad is a high-performance Layer 1 blockchain that processes 10,000 transactions per second with near-zero fees. The platform delivers high performance without compromising on security or decentralization, creating the infrastructure needed for complex applications that require high-frequency activity.  One of Monad’s key innovations lies in how it handles transaction processing. Instead of processing transactions one at a time like traditional blockchains, Monad processes multiple transactions simultaneously through parallel execution.   The system separates the agreement process from the execution process, allowing validators to first agree on which transactions to include and in what order, then having more time to execute those transactions without slowing down consensus. This approach, combined with a custom-built database called MonadDB, dramatically increases throughput while maintaining accuracy.  Monad also offers complete EVM compatibility, where applications built for Ethereum work on Monad without any code modifications, and users can connect with familiar wallets like MetaMask just as they would on Ethereum. Developers can immediately tap into Ethereum's established ecosystem of tools, libraries, and applications while benefitting from Monad’s performance improvements. The platform also runs on consumer-grade hardware rather than expensive specialized equipment, making it accessible for more people to participate in securing the network.  Monad has raised approximately 244 million dollars in total funding across multiple rounds. The company secured 19 million dollars in a seed round in February 2023 led by Dragonfly Capital, followed by a 225 million dollar Series A round in April 2024 led by Paradigm at a 3 billion dollar valuation. Other notable investors include Electric Capital, Greenoaks, Coinbase Ventures, and prominent angel investors such as Naval Ravikant.

Monad

Monad is capturing significant community attention as a high-performance Layer 1 blockchain, with traders actively debating its potential to reach major exchanges and serve as a long-term holding. Investors are bullish on its transaction speed and staking ecosystem, often drawing parallels to the early growth phases of other established market leaders.

GitLab, Inc. engages in the intelligent development, security, and operations (DevSecOps) platform for software innovation. It enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab (GTLB) is trending following a significant surge in volume and price action that has reignited market speculation regarding a potential buyout from major industry players like Datadog. While investors continue to debate the long-term impact of AI code assistants on the software sector, the community is actively tracking institutional accumulation patterns and rumors of strategic consolidation.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axon Enterprise is currently driving significant community engagement following a strong quarterly earnings report that beat revenue and EPS expectations, while also providing an optimistic long-term growth outlook. While the stock has seen high volatility and pressure from software sector headwinds, many investors are focused on the company's expanding AI-powered tools and drone capabilities as key catalysts for sustained future growth.

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 rallying significantly as investors respond to positive early clinical data from its new siRNA platform, which targets rare muscle diseases like FSHD1 and DM1 with promising muscle concentration and a clean safety profile. The stock is experiencing a notable short squeeze, with the community actively debating whether the company is an attractive acquisition target or if it can independently leverage its pipeline to regain its previous market valuation.

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<ul class="summary-bullets"><li>In Kentucky, TeraWulf has acquired a former industrial site in Hawesville, which has approximately 480 MW of existing power availability.</li><li>In Maryland, where TeraWulf is headquartered, the company has acquired the Morgantown Generating Station.</li><li>This expanded development pipeline supports its growth strategy targeting 250 to 500 MW of new contracted capacity annually.</li></ul>Shares of TeraWulf (<a href="https://stocktwits.com/symbol/WULF">WULF</a>) surged more than 10% during extended hours of trading on Monday after the company announced that it is expanding its digital and power infrastructure portfolio.&nbsp;The company said it is expanding its portfolio through the acquisition of two strategically located brownfield infrastructure sites in Hawesville, Kentucky and Charles County, Maryland.<h2 class="st-heading-2">Details</h2>TeraWulf said these acquisitions added about 1.5 gigawatts (GW) of capacity to its portfolio and advanced the company’s strategy of developing energy-advantaged locations with near-term power availability, long-term scalability, and the ability to support customer demand and broader grid needs.In Kentucky, TeraWulf has acquired a former industrial site in Hawesville. The site includes more than 250 buildable acres for compute capacity and offers immediate access to robust power infrastructure, the statement said.&nbsp;The Hawesville site has approximately 480 megawatts (MW) of existing power availability, with the potential to further expand over time. Development is expected to occur in phases, allowing TeraWulf to scale efficiently alongside customer demand.In Maryland, where TeraWulf is headquartered, it has acquired the Morgantown Generating Station. The acquisition establishes TeraWulf’s presence in the Pennsylvania-New Jersey-Maryland (PJM) market and reinforces the company’s strategy of reinvesting in existing energy assets to support grid reliability and long-term economic activity.<h2 class="st-heading-2">Portfolio Expansion</h2>With the addition of these sites, TeraWulf’s infrastructure portfolio now totals approximately 2.8 GW across five sites, including 642.5 MW of contracted capacity and 2.2 GW of owned pipeline capacity.This expanded development pipeline supports its growth strategy targeting 250 to 500 MW of new contracted capacity annually, aligned with customer demand, power availability, and regional grid conditions.“These acquisitions reflect our strategy of reinvesting in existing energy infrastructure to support grid reliability, long-term economic activity, and responsible growth,” said Paul Prager, Chairman and Chief Executive Officer of TeraWulf.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around WULF trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;One bullish user said that “2 additional site announcement today DOUBLES the AI/HPC capacity”.&nbsp;<stembedurl>https://stocktwits.com/AllMarkets/message/643740254</stembedurl>Shares in the company have jumped more than 200% over the past 12 months.&nbsp;&nbsp;

 In this photo illustration, the TeraWulf (Tera Wulf) logo is seen displayed on a smartphone screen.

Why Is TeraWulf Stock Rallying More Than 10% After Hours?

With the addition of these sites, TeraWulf’s infrastructure portfolio now totals approximately 2.8 GW across five sites.

Equity

<ul class="summary-bullets"><li>The company is slated to announce its second-quarter earnings next week before the U.S. stock market opens on Thursday.&nbsp;</li><li>The company had said in November that it expects Q2 revenue in the range of $665 million to $685 million and adjusted core profit in the range of $55 million to $75 million.</li><li>The company recently launched AI-powered bikes and treadmills.</li></ul> Peloton Interactive Inc. (PTON) has reportedly slashed 11% of its workforce in a bid to cut costs at the company.Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-30/peloton-cuts-11-of-staff-including-from-engineering-teams">reported </a>on Friday, citing a person familiar with the matter, that CEO Peter Stern informed staff of the move. The workforce reduction mostly impacts engineers working on technology and enterprise-related efforts, the report said.PTON shares closed down 2% in the regular trading session and edged up marginally after hours.<h2 class="st-heading-2">Upcoming Q2 Earnings</h2>The company is slated to announce its second-quarter (Q2) earnings next week before the U.S. stock market opens on Thursday, Feb. 5. Analysts, on average, expect the exercise equipment maker to report quarterly revenue of $675.13 million, compared to the $673.90 million reported in the corresponding quarter of fiscal year 2025, and loss per share of $0.05.The company had said in November that it expects Q2 revenue in the range of $665 million to $685 million and adjusted core profit in the range of $55 million to $75 million.For fiscal year 2026, the company expects year-over-year decline in revenue to a range of $2.4 billion to $2.5 billion and an increased adjusted core profit of $425 million to $475 million.The company recently launched AI-powered bikes and treadmills featuring Peloton IQ, which includes form feedback, movement tracking, and voice control, intended to enhance user experience. However, Bloomberg reported in November that it had seen sluggish sales till then.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around PTON stock stayed within the ‘bearish’ territory over the past 24 hours, while message volume remained at ‘normal’ levels.A Stocktwits user wrote, “Peloton is signaling “survive first, grow later.”<stembedurl>https://www.stocktwits.com/PickAlpha/message/643513062</stembedurl><a href="https://stocktwits.com/symbol/PTON">PTON stock</a> has dropped 31% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/first-solar-shares-rebound-as-wall-street-dismisses-tesla-competition-concerns/cmySM1MR4Su">First Solar Shares Rebound As Wall Street Dismisses Tesla Competition Concerns</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Sign at the entrance to the Peloton offices in Midtown Manhattan. (Photo by Erik McGregor/LightRocket via Getty Images)

Peloton Reportedly Lays Off 11% Workforce Including Engineers In Cost-Cutting Efforts

The workforce reduction mostly impacts engineers working on technology and enterprise-related efforts, the report said.

<ul class="summary-bullets"><li>Halozyme Therapeutics also raised its 2026 revenue guidance to $1.71 - $1.81 billion, representing growth of 23% to 30%, higher than an analyst estimate of $1.69 billion.</li><li>The company now expects adjusted earnings per share of $7.75 - $8.25 for 2026, up from its previous estimate of $6.50 to $7.00.</li><li>Halozyme on Wednesday also said that it acquired Surf Bio for up to $400 million in December to expand its drug delivery opportunity.</li></ul>Shares of Halozyme Therapeutics, Inc. (HALO) rallied 3% on Wednesday after the company announced preliminary 2025 estimates above Wall Street expectations. The company also announced the acquisition of Surf Bio.The biopharmaceutical company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.halozyme.com/news/news-details/2026/Halozyme-Raises-2025-Revenue-Estimates-Raises-2026-and-Multi-Year-Financial-Guidance/default.aspx">said</a> that it now expects 2025 total revenue of $1.385 - $1.4 billion, representing a year-on-year growth of 36% to 38%, and exceeding a Wall Street estimate of $1.34 billion.<h2 class="st-heading-2">Year Ahead</h2>The company also raised its 2026 revenue guidance to $1.71 - $1.81 billion, representing growth of 23% to 30%, higher than an analyst estimate of $1.69 billion, backing on a sharp increase in royalty revenue. The company had previously predicted 2026 revenue in the range of $1.43 to $1.53 billion.The company now expects adjusted earnings per share of $7.75 - $8.25 for 2026, up from its previous estimate of $6.50 to $7.00, and in line with an analyst estimate of $8.21.&nbsp;&nbsp;&nbsp;&nbsp;"Our increased multi-year guidance reflects both the strength of our core ENHANZE (drug delivery technology) business and the exceptional momentum we built in 2025,” CEO Helen Torley said.“By the end of 2026, we project we will have 15 partner programs in development and have signed three or more new drug delivery licensing agreements, expanding the reach and growing our opportunity through our diversified drug delivery portfolio,” Torley added.<h2 class="st-heading-2">Surf Bio Acquisition</h2>Halozyme on Wednesday also said that it acquired pharmaceutical firm Surf Bio for up to $400 million in December to expand its drug delivery opportunity.The deal included an upfront payment of $300 million and milestone payments of up to $100 million.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around HALO stock rose from ‘bearish’ to ‘bullish’ territory over the past 24 hours, while message volume increased from ‘normal’ to ‘high’ levels.A Stocktwits user voiced confidence in the company’s new CEO Helen Torley attracting a broader range of investors.<stembedurl>https://www.stocktwits.com/Sean29md/message/643129433</stembedurl><a href="https://stocktwits.com/symbol/HALO">HALO stock</a> has risen 29% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/why-is-feed-stock-soaring-over-150-percent/cmygQhUR40m">Why Is FEED Stock Soaring Over 130% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Halozyme Therapeutics company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

HALO Stock Edges Up 3% On Upbeat Multi-Year Revenue Guidance, Surf Bio Acquisition

The biopharmaceutical company said that it now expects 2025 total revenue of $1.385 - $1.4 billion, representing a year-on-year growth of up to 38%.

<ul class="summary-bullets"><li>GE Aerospace reported a fourth-quarter adjusted profit ‍of $1.57 per share, compared with $1.32 per share a year earlier.</li><li>It expects its 2026 adjusted revenue to increase in the low-double-digit percentage range.&nbsp;</li></ul>GE Aerospace shares tumbled on Thursday despite posting higher profit for its fourth quarter as its weak revenue growth forecast for full-year 2026 disappointed investors.&nbsp;Shares in the company were down more than 6% at the time of writing.&nbsp;<h2 class="st-heading-2">Q4 Results</h2>The industrial conglomerate's Q4 revenue grew 17.6% year on year to $12.72 billion.GE Aerospace reported a fourth-quarter adjusted profit ‍of $1.57 per share, compared with $1.32 per share a year earlier.“With a strong fourth quarter, GE Aerospace delivered an outstanding year as revenue grew 21%, EPS was up 38%, and free cash flow conversion exceeded 100%. Our performance demonstrates how FLIGHT DECK is taking hold as we accelerated services and equipment output to fulfill our growing backlog of roughly $190 billion," GE Aerospace Chairman and CEO H. Lawrence Culp, Jr., said.&nbsp;<h2 class="st-heading-2">Underwhelming FY26 Forecast</h2>The jet-engine maker expects 2026 adjusted profit per share in the range of $7.10 to $7.40, compared ‍with analysts' expectation of $7.11 per share, according to estimates from Reuters.&nbsp;It expects its 2026 adjusted revenue to increase in the low-double-digit percentage range, below investor expectations.&nbsp;"We enter 2026 with solid momentum to build upon these results and are well positioned to create greater value for our customers. This supports another year of substantial EPS and cash growth, and I'm confident our team will deliver," Culp added.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around GE trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;One bearish user wrote, “don’t ever hold or buy a stock that is up 60% in recent months. It’s always a selloff on earnings no matter how good they are.”<stembedurl>https://stocktwits.com/starman1564/message/642596265</stembedurl>Shares in the company have risen 58% over the past year.&nbsp; &nbsp;

GE Aerospace logo is seen during defense industry exhibition in Kielce, Poland on September 3, 2024. 

GE Aerospace Shares Tumble Despite Upbeat Earnings

The industrial conglomerate's revenue grew 17.6% year on year to $12.72 billion, which beat analyst estimates of $ billion, according to data from fiscal.ai. 

The industrial conglomerate's revenue grew 17.6% year on year to $12.72 billion. 


<ul class="summary-bullets"><li>Kinder Morgan reported a 22% jump in its adjusted profit for the quarter.&nbsp;</li><li>The company said its backlog at the end of the fourth quarter of 2025 was $10 billion.</li><li>It expects adjusted FY26 EPS OF $1.36, 5% rise compared to 2025.&nbsp;</li></ul>Kinder Morgan shares jumped as it reported fourth quarter (Q4) profit that edged above analyst estimates.&nbsp;The company said its board of directors today approved a cash dividend of $0.2925 per share for the fourth quarter, representing a 2% increase over the fourth quarter of 2024.&nbsp;“Few would have predicted that the war in Ukraine would soon be entering its fourth year,” said Executive Chairman Richard D. Kinder. “Throughout the conflict, the United States has been a vital guarantor of European energy security, as America continues to lead the world in exports of liquefied natural gas (LNG). Our company has been proud to play a key role in that leadership, delivering more than 40% of the natural gas feedstock to U.S. LNG facilities,” he added.&nbsp;<h2 class="st-heading-2">Q4 Results And Outlook</h2>Kinder Morgan said its adjusted net income, excluding certain items, primarily from a gain on an asset sale during the fourth quarter of 2025, was $866 million or $0.39, 22% higher than the fourth quarter of 2024. Analysts on average had expected a profit of $0.37 per share, according to data from fiscal.ai.The company said its backlog at the end of the fourth quarter of 2025 was $10 billion.&nbsp;“In the markets we serve, we expect robust growth in power demand in the coming years, driven both by population growth and data center siting,” the company said in a statement.&nbsp;“Led by record-setting performance in our Natural Gas Pipelines business segment, the company delivered its highest ever fourth quarter and full-year net income attributable to KMI and Adjusted EBITDA,” said Kim Dang, Chief Executive Officer at Kinder Morgan.&nbsp;KMI said it has budgeted its 2026 net income attributable to the company of $3.1 billion, flat compared to the previous year. It expects adjusted FY26 EPS of $1.36, a 5% rise compared to 2025. &nbsp;It also said it expects to declare dividends of $1.19 per share for 2026, a 2% increase from the dividends declared for 2025.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around KMI trended in ‘neutral’ territory amid ‘high’ message volume.&nbsp;Shares in the company have fallen nearly 7% over the past 12 months. &nbsp; &nbsp;

The Kinder Morgan, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on January 5, 2025. 

Kinder Morgan Shares Jump After Hours – Here’s Why?

The company said its board of directors today approved a cash dividend of $0.2925 per share for the fourth quarter, representing a 2% increase over the fourth quarter of 2024. 

<ul class="summary-bullets"><li>The CEO and chairman purchased 500,000 shares on Jan 20 as well, taking the total number of shares purchased this week to 1 million.</li><li>Cohen now has an increased stake of 9.3% in the company representing over 42.08 million shares.</li><li>As per the filing, Cohen is of the opinion that CEOs of any public company must purchase shares of the company in the open market with their own personal funds to further strengthen alignment with shareholders.</li></ul>Shares of GameStop (GME) rallied 2% after hours on the heels of its CEO Ryan Cohen purchasing 500,000 shares of the company in the open market.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1326380/000092189526000120/xslSCHEDULE_13D_X01/primary_doc.xml">filing</a> with the Securities and Exchange Commission (SEC), Cohen purchased an aggregate of 500,000 shares on Wednesday at a weighted average price of $21.6 per share in multiple transactions at prices ranging from $21.55 to $21.61.Cohen now has an increased stake of 9.3% in the company representing over 42.08 million shares.The CEO and chairman purchased 500,000 shares <a href="https://stocktwits.com/news-articles/markets/equity/gme-stock-edges-up-after-hours-as-ceo-increases-stake-in-retailer/cmUu6n5R4Oj">on Jan 20</a> as well, taking the total number of shares purchased this week to 1 million. As per the filing, Cohen is of the opinion that CEOs of any public company must purchase shares of the company in the open market with their own personal funds to further strengthen alignment with shareholders. Any CEO who fails to do so must be fired, as per the GameStop chief.<h2 class="st-heading-2">Cohen’s Latest Award</h2>Earlier this month, Texas-based GameStop announced that its Board of Directors has granted Cohen a performance-based stock option. The award, consisting of stock options to purchase 171.5 million shares of the company's class A common stock at a price of $20.66 per share, would fully vest if the company’s market capitalization grows to $100 billion and the company achieved $10 billion in cumulative performance earnings before interest, taxes, depreciation and amortization, it said. &nbsp;The award does not guarantee Cohen any pay unless the milestones are achieved. It is now subject to shareholder approval in a meeting expected to be held in either March or April 2026.Cohen joined the company's Board in 2021. While in fiscal year 2021 the electronics retail company reported a net loss of $381.3 million, it reported net income of $421.8 million for the most recent trailing four fiscal quarters.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around GME stayed within ‘bullish’ territory over the past 24 hours while message volume jumped from ‘normal’ to ‘high’ levels.A Stocktwits user wondered whether “something big” is coming.<stembedurl>https://www.stocktwits.com/Pedelco/message/642489660</stembedurl>Another however opined that the market is getting bored of stock purchase news.<stembedurl>https://www.stocktwits.com/amcgmeape6969/message/642488961</stembedurl><a href="https://stocktwits.com/symbol/GME">GME stock</a> has dropped 21% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/bumble-chief-product-officer-reportedly-exits-amid-dating-platforms-return-to-growth-efforts/cmUxPaCR4QG">Bumble Chief Product Officer Reportedly Exits Amid Dating Platform’s ‘Return To Growth’ Efforts</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Gamestop store is seen in Union Square on April 04, 2025 in New York City. (Photo by Michael M. Santiago/Getty Images)

GME Shares Climb After Hours As CEO Buys 1M Shares This Week

According to a filing with the Securities and Exchange Commission, Cohen purchased an aggregate of 500,000 shares on Wednesday.

<ul class="summary-bullets"><li>TD Cowen, however, kept a ‘Buy’ rating and $44 price target on Vital Farms.</li><li>Most nutritionists view linoleic content - i.e. Omega-6 - as a positive, not a negative, because they provide important nutrients in a daily diet, the analyst said.&nbsp;</li><li>The negative videos on Instagram may not influence the brand's reputation longer term, though the firm can still see grounds for concern that they may augment near-term challenges.</li></ul>Shares of Vital Farms (VITL) slumped 6% in the regular trading session but slipped into the green territory after hours after analyst TD Cowen dismissed social media criticism pertaining to the company. &nbsp;Several videos on Instagram are now calling for customers to stop buying Vital Farms eggs, citing health concerns and alleging that lab tests found soy, corn, and linoleic acid.<h2 class="st-heading-2">Analyst Dismisses Concerns</h2>TD Cowen, however, kept a ‘Buy’ rating and $44 price target on Vital Farms. While VITL stock pulled back 6% in response to a wave of negative social media commentary on Instagram about the company's nutritional value, the firm sees these criticisms as "highly unwarranted and misleading," Cowen said.Most nutritionists view linoleic content, i.e. Omega-6, as a positive, not a negative, because they provide important nutrients in a daily diet, and like every other pasture-raised egg company, the brand has always been transparent about feeding their hens a diet of corn and soybean meal as a course of business, the analyst said in a research note, according to TheFly.The negative videos on Instagram may not influence the brand's reputation longer term, though the firm can still see grounds for concern that they may augment near-term challenges, TD Cowen added.<h2 class="st-heading-2">Goals And Aims</h2>Vital Farms, started in 2007 in Texas, provides shell eggs, butter, hard-boiled eggs, and liquid whole eggs, which are sold in over 23,000 stores across the U.S. Last month, the company set a $2 billion net revenue target by 2030 and 15% to 17% adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) margins by then.For 2025, the company expects net revenue of $755 million to $765 million and adjusted core profit of over $115 million. This is expected to increase to net revenue of $930 to $950 million in 2026 and further until it touches $2 billion in 2030.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around VITL stock fell from ‘neutral’ to ‘bearish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘high’ levels.On Stocktwits, a user echoed popular health concerns.<stembedurl>https://www.stocktwits.com/mktfixer/message/642337207</stembedurl>Another, however, sees the company hit back at the allegations with a statement that rekindles the share price.<stembedurl>https://www.stocktwits.com/Amb8675309/message/642312145</stembedurl><a href="https://stocktwits.com/symbol/VITL">VITL stock</a> dropped 37% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/lululemon-stock-slips-after-reportedly-removing-see-through-leggings-from-website/cmUuHw8R4OO">Lululemon Stock Slips 6% After Reportedly Removing “See-Through” Leggings From Website</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Close-up of a Vital Farms egg carton, with a "See a Farm" stamp stating that the eggs were laid at Windswept Acres Farm, resting on a tiled kitchen countertop in California, January 24, 2021. (Photo by Smith Collection/Gado/Getty Images)

VITL Shares Slip 6% On Health Concerns Around Eggs: Analyst Dismisses ‘Misleading’ Information, Reiterates ‘Buy’ Rating

Several videos on Instagram are now calling for customers to stop buying Vital Farms eggs, citing health concerns and alleging that lab tests found soy, corn and linoleic acid.

<ul class="summary-bullets"><li>According to a filing with the Securities and Exchange Commission, Cohen purchased an aggregate of 500,000 shares in multiple transactions on January 20.&nbsp;</li><li>The purchase was made at prices ranging from $20.81 to $21.20.</li><li>Earlier this month, Texas-based GameStop announced that its Board of Directors has granted Cohen a performance-based stock option.</li></ul>Shares of GameStop jumped 3% after-hours on Tuesday after the company’s chairman and CEO disclosed an increased stake of 9.2% in the firm.Ryan Cohen currently holds over 41.58 million shares of GameStop. According to a filing with the Securities and Exchange Commission, Cohen purchased an aggregate of 500,000 shares in multiple transactions at prices ranging from $20.81 to $21.20 or a weighted average price of $21.12 per share on January 20. &nbsp;<h2 class="st-heading-2">Cohen’s Latest Award</h2>Earlier this month, Texas-based GameStop announced that its Board of Directors has granted Cohen a performance-based stock option. The award, consisting of stock options to purchase 171.5 million shares of the company's class A common stock at a price of $20.66 per share, would fully vest if the company’s market capitalization grows to $100 billion and the company achieved $10 billion in cumulative performance earnings before interest, taxes, depreciation and amortization, it said. &nbsp;The award does not guarantee Cohen any pay unless the milestones are achieved. It is now subject to shareholder approval in a meeting expected to be held in either March or April 2026.Cohen joined the company's Board in 2021. While in fiscal year 2021 the electronics retail company reported a net loss of $381.3 million, it reported net income of $421.8 million for the most recent trailing four fiscal quarters.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around GME jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘normal’ levels.A Stocktwits user termed the CEO’s share purchase on Tuesday a “buy signal.”<stembedurl>https://www.stocktwits.com/GeneralGainz/message/642359267</stembedurl>Another opined that the stock should touch $30 on the news.<stembedurl>https://www.stocktwits.com/Nomoregambling123/message/642356653</stembedurl><a href="https://stocktwits.com/symbol/GME">GME stock</a> has dropped 23% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/ual-shares-rise-after-hours-on-upbeat-guidance-q4-earnings-beat/cmUuyjCR4Oi">UAL Shares Rise After Hours On Upbeat Guidance, Q4 Earnings Beat</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the GameStop (Game Stop) logo is seen displayed on a smartphone screen.

GME Stock Edges Up 3% After-Hours As CEO Increases Stake In The Retailer

GameStop’s CEO Ryan Cohen disclosed an increased stake of 9.2% in the firm on Tuesday. 

<ul class="summary-bullets"><li>The company ended 2025 with the successful liftoff of its BlueBird 6 mission, the largest commercial communications array ever deployed in low Earth orbit, spanning nearly 2,400 square feet.&nbsp;</li><li>BlueBird 6 is three times larger and with 10 times more capacity than AST SpaceMobile’s previous satellites.&nbsp;</li><li>In 2025, AST SpaceMobile also struck significant deals with the U.S. government and Verizon.</li></ul>Shares of AST SpaceMobile Inc. (ASTS) drew significant retail attention and cheer after the space company’s stock closed at an all-time high and breached the three-digit price mark for the first time.ASTS stock rose over 6.3% to close at $101.25 on Thursday. Shares of ASTS continued their rally in after-market trading, rising over 7% at the time of writing.SpaceX's listed rival had a bumper 2025, nearly quadrupling in value. Despite its surge, retail investors continue to remain bullish on the stock.<h2 class="st-heading-2">The BlueBird Effect</h2>The company ended 2025 with the successful liftoff of its BlueBird 6 mission, the largest commercial communications array ever deployed in low Earth orbit, spanning nearly 2,400 square feet.BlueBird 6 is three times larger and with 10 times more capacity than AST SpaceMobile’s previous satellites. Founder and CEO of the company, Abel Avellan, called it a “breakthrough moment” for the company that validated years of U.S. innovation and American manufacturing.In 2025, AST SpaceMobile also struck significant deals with the U.S. government and Verizon. The company expanded its manufacturing capacity and added several agreements with over 50 mobile network operators globally.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ASTS">ASTS stock</a> remained in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_16_at_5_20_19_AM_png_ae8b5e0fab.webp" alt="On Stocktwits, retail sentiment around ASTS stock remained in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes." width="1269" height="159"></figure>Retail traders cheered the historic milestone. One bullish user called it a generational instance and a communication revolution.<stembedurl>https://stocktwits.com/robinsonpitalua/message/641956699</stembedurl>&nbsp;Another bullish user noted the climb from its $20 levels, expressing the anticipation for a boost over $1,000.<stembedurl>https://stocktwits.com/Zestycheesemaker/message/641972627</stembedurl>&nbsp;A Stocktwits user who has held the stock from under $3 praised the company’s board. &nbsp;<stembedurl>https://stocktwits.com/Legal_Loophole/message/641942778</stembedurl>&nbsp;Shares of ASTS have gained over 370% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the AST SpaceMobile (Space Mobile) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

ASTS Stock Breaks $100 Barrier — Retail Calls It A ‘Generational Instance And Communication Revolution’

Shares of AST SpaceMobile rose over 6.3% to close at $101.25 on Thursday.

ASTS Stock Notches First Triple-Digit Close; Retail Rejoices Historic Milestone

<ul class="summary-bullets"><li>TG Therapeutics CEO Michael S. Weiss said on Tuesday that the company continues to believe Briumvi has a “multi-billion dollar opportunity.” &nbsp;</li><li>In FY26, the company expects Briumvi’s U.S. revenue to come in between &nbsp;$825 million and $850 million, accounting for a major chunk of the company’s overall revenue. &nbsp;</li><li>Briumvi is a prescription medication used to treat adults with relapsing forms of multiple sclerosis (MS).</li></ul>Shares of TG Therapeutics Inc (TGTX) rallied 7% after hours on Tuesday after the company said that it now expects full year 2026 total global revenue of $875 million to $900 million, highlighting significant growth expectations for its blockbuster drug Briumvi.The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.tgtherapeutics.com/news-releases/news-release-details/tg-therapeutics-provides-preliminary-fourth-quarter-and-full-1">expects</a> total revenue for full year 2025 to be about $616 million, including $594 million from sales of its Briumvi in the U.S. This exceeds a Wall Street estimate of $606.03 million, according to data from Fiscal AI.<h2 class="st-heading-2">Briumvi Demand</h2>TG Therapeutics Michael S. Weiss said on Tuesday that the company continues to believe Briumvi has a “multi-billion dollar opportunity.” &nbsp;Briumvi is a prescription medication used to treat adults with relapsing forms of multiple sclerosis (MS). Multiple sclerosis (MS) is an autoimmune disease where the immune system attacks the myelin sheath, the protective covering of nerve cells in the brain and spinal cord. This damage disrupts nerve signals, leading to a wide range of neurological symptoms, including numbness, vision problems, and difficulties with balance, coordination, and walking.The company is now also looking to develop and seek approval for a subcutaneous formulation of the drug for ease of administration as compared to its intravenous infusion version. In FY26, the company expects Briumvi’s U.S. revenue to come at between $825 million and $850 million, accounting for a major chunk of the company’s overall revenue. &nbsp;“With significant market share capture since launch, we believe TG Therapeutics is well positioned to drive long-term revenue growth and cash flow. Additionally, our development programs for consolidated IV BRIUMVI dosing and self-administered subcutaneous form of BRIUMVI are expected to drive revenue acceleration over the short and mid-term if approved,” CEO Michael S. Weiss said.“In parallel, we plan to initiate multiple exploratory studies that could expand BRIUMVI beyond MS, providing an additional lever for growth and underscoring its potential as a ‘pipeline-in-a-product,’” he added.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around TGTX stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume stayed within ‘extremely high’ levels.A Stocktwits user opined that the company’s revenue estimates could exceed to touch $1 billion in FY26.<stembedurl>https://www.stocktwits.com/greko50/message/641718123</stembedurl>Yet another voiced optimism for increased profits per share.<stembedurl>https://www.stocktwits.com/neilinva/message/641717512</stembedurl><a href="https://stocktwits.com/symbol/TGTX">TGTX stock</a> is up by about 1% over the past 12 months.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/uber-doordash-caused-5800-annual-tip-loss-for-delivery-workers-in-new-york-says-report/cmUXlzyR4IN">Uber, DoorDash Caused $5,800 Annual Tip Loss For Delivery Workers With Interface Design Changes In New York, Says City Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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TGTX Rallies 7% After Hours On Revenue Estimates Based On Strong Briumvi Demand Through 2026

The company expects total revenue for full year 2025 to be about $616 million, including $594 million from sales of its Briumvi in the U.S.

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