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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 capturing intense market attention as investors weigh its critical role in the AI infrastructure cycle against high expectations, leading to heavy options activity and polarized community debates over whether results are already priced in. Participants are closely monitoring the upcoming earnings for clarity on future demand, sector growth, and management guidance that could impact the broader market trajectory.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is experiencing significant volatility and downward pressure ahead of its upcoming earnings report, with community sentiment split between those viewing the price drop as a "bear trap" or value buying opportunity and others concerned about insider selling and tariff impacts. Investors remain deeply divided on the stock's future, as many weigh the potential for a growth rebound driven by successful brand acquisitions against the risks of sector rotation and institutional manipulation.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares are seeing extreme volatility following earnings that topped analyst estimates but provided cautious forward guidance. The community remains sharply divided, with some investors accumulating shares on the dip as a long-term AI-driven growth play, while others fear the firm's business model faces existential disruption from emerging AI automation tools.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is surging as investors react to bullish CEO commentary regarding positive GPS immunotherapy data, which is being framed as superior to current standards of care. The community is heavily focused on the potential for an imminent short squeeze and clinical milestones, creating a volatile environment as traders monitor institutional buying activity and the upcoming oncology conference presentation.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware is experiencing extreme volatility and heavy retail attention as traders speculate on its potential for a massive rally following a recent IPO. The community is actively debating whether the stock is a legitimate opportunity or a classic pump-and-dump scheme, with many watching for breakout levels while navigating multiple trading halts.

Applied Digital Corporation

Applied Digital is currently trending following a major lease announcement with a high-grade hyperscaler that pushed its contracted AI capacity past the gigawatt threshold, fueling significant community excitement about its long-term growth. Investors are actively discussing the stock's potential for further gains as it continues to expand its data center footprint, with many using the recent price volatility as an opportunity to add to their positions.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

AEVEX Corp. is drawing significant community interest following its strong debut, fueled by its operational role in defense-tech and autonomous drone systems. Traders are actively debating the company's valuation and growth potential against established peers, with many focused on its substantial backlog and ability to secure key U.S. government contracts in an evolving defense environment.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

Zcash is trending following news that the SEC has closed its three-year probe into the token, sparking a significant rally and community discussions regarding its potential to regain past highs. Traders are actively debating whether this movement represents a sustainable breakout or a temporary pump, while many enthusiasts highlight Zcash's privacy features and limited supply as catalysts for long-term growth.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending as investors debate the impact of advanced AI models like Anthropic's Mythos on cybersecurity software, with bullish sentiment focused on the stock's role in the new defensive infrastructure alongside Palo Alto Networks. While some community members worry about potential valuation compression and margin headwinds, others highlight the firm's critical platform expansion and persistent enterprise demand as institutional smart money continues to evaluate the sector's long-term resilience.

Syntec Optics Holdings, Inc. engages in the design and manufacture of optics and photonics enabled products. The company was founded in 1981 and is headquartered in Rochester, NY.

Syntec Optics Holdings Inc. - Ordinary Shares - Class A

Syntec Optics Holdings Inc

Syntec Optics (OPTX) is trending as investors react to its position as a domestic supplier of high-precision optics for defense, space, and AI infrastructure, further bolstered by recent defense purchase orders. The community is actively debating the company's growth potential against its financial positioning, with discussions focused on its role in the U.S. defense supply chain and its ability to scale production for LEO satellite and AR military programs.

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<ul class="summary-bullets"><li>In February 2025, Hims &amp; Hers announced the acquisition of a peptide facility in California to meet the growing demand among Americans for personalized healthcare and treatment options.</li><li>An NYT report stated that top leaders at the FDA have reservations about peptides, according to a senior Department of Health and Human Services official.</li><li>On a recent episode of the Joe Rogan podcast, Health and Human Services Secretary Robert F. Kennedy Jr., who oversees the FDA, said he is a “big fan” of peptides.</li></ul>Hims &amp; Hers Health Inc. (HIMS) shares surged on Tuesday morning amid a report stating that the U.S. Food and Drug Administration is moving to lift restrictions on peptides.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/2026/03/31/health/peptide-ban-fda-rfk-jr.html">report</a> by The New York Times, the FDA is moving to allow compounding pharmacies to manufacture over a dozen injectable peptides&nbsp;that were previously banned due to potential safety risks.This decision would reverse a 2023 ban that resulted in the removal of 14 peptides from a list of products that the FDA allowed compounding pharmacies to produce.<a href="https://stocktwits.com/symbol/HIMS">Shares of Hims &amp; Hers</a>, which provides compounded medications, surged more than 7% in Tuesday morning’s trade.<h2 class="st-heading-2">Top FDA Leaders Have Reservations About Peptides, Says Report</h2>The report added that top leaders at the FDA have reservations about peptides, according to a senior Department of Health and Human Services official. It noted that if the FDA had flagged peptides as being marketed through unproven claims of disease-fighting and cosmetic benefits.In its 2023 notification, the regulator listed several bulk drug substances, including peptides, noting that it had identified “potential significant safety risks” associated with them.<h2 class="st-heading-2">RFK Jr. Says He Is A ‘Big Fan’ Of Peptides</h2>During an episode of the Joe Rogan podcast earlier this month, Secretary of Health and Human Services Robert F. Kennedy Jr. said that he is a “big fan” of peptides. As the HHS secretary, RFK Jr. oversees the FDA.“I’ve used them myself, and used them with really good effect on a couple of injuries,” he said, while adding that during the Biden administration, 19 peptides were “illegally” moved to Category 2 of the Bulk Substances Nominated Under Sections 503A or 503B of the Federal Food, Drug, and Cosmetic Act.This category prohibits compounding pharmacies from formulating compounds comprising peptides, RFK Jr. added.“There was huge demand for peptides and a black market came up, and the black market is run by companies that say the peptides are for animal use or research purposes. And that peptide now basically completely replaced the legal market,” he said.<h2 class="st-heading-2">Where Does Hims &amp; Hers Fit In This Case?</h2>Hims &amp; Hers had come&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/novo-nordisk-sues-hims-hers-permanent-ban-unapproved-compounded-drugs/cZbHzMjR4o2">under fire</a> from regulators and Novo Nordisk AS (NVO) for offering a compounded version of the company’s best-selling weight-loss pill, Wegovy.Novo Nordisk subsequently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hims-stock-soars-novo-nordisk-drops-patent-suit-hims-hers-partnership-ozempic/cZdVZe7RIIk">dropped</a> its lawsuit against Hims &amp; Hers and announced a partnership to offer Ozempic and Wegovy at affordable self-pay prices on the telehealth company’s platform.Earlier in February 2025, Hims &amp; Hers announced the acquisition of a peptide facility based in California to address the growing demand from Americans for personalized healthcare and treatment options.“The peptide capabilities made possible through this acquisition position the company in the coming years to explore exciting advances in peptide innovation, including across areas of consumer need such as preventive health, metabolic optimization, cognitive performance, recovery science, and biological resistance,” the company said.<h2 class="st-heading-2">What Are Peptides?</h2>Peptides are short chains of amino acids, the same building blocks that make up proteins, linked together by peptide bonds.Blockbuster weight-loss drugs Ozempic and Wegovy are also peptide medications that use glucagon-like peptide-1 (GLP-1) receptor agonists to treat type 2 diabetes and obesity by&nbsp;stimulating insulin secretion.<a href="https://stocktwits.com/symbol/HIMS">HIMS stock</a> is down 39% year-to-date and 33% over the past 12 months. The iShares Core S&amp;P Mid-Cap ETF (IJH) is up 14% over the past 12 months, while the iShares Russell 2000 ETF (IWM) is up 22%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/warren-buffett-sold-apple-shares-too-soon-berkshire/cZEPvVFRIVi">Buffett Says He Sold Apple Shares Too Soon, But Does Not Regret It: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Hims & Hers Health Inc. (NYSE: HIMS). (Photo illustration by Cheng Xin/Getty Images)

HIMS Stock Gains As FDA Reportedly Moves Toward Lifting Restrictions On Peptides

This decision would reverse a 2023 ban that resulted in the removal of 14 peptides from a list of products that the FDA allowed compounding pharmacies to produce.

Equity

<ul class="summary-bullets"><li>Wells Fargo cut Doximity’s price target to $45 from $55 while maintaining an ‘Overweight’ rating.</li><li>Piper Sandler expressed confidence in Doximity’s platform despite a bleak near-term outlook.</li><li>The&nbsp;company expects Q4 revenue in the range of $143 million to $144 million, compared to $185.1 million it reported in the third quarter.</li></ul>Shares of Doximity Inc. (DOCS) slumped 35% in premarket trading on Friday, following a series of brokerage actions amid regulatory pressures and lower-than-expected fourth-quarter revenue guidance.If the pre-market levels hold after the opening bell, <a href="https://stocktwits.com/symbol/DOCS">DOCS stock </a>will fall to its lowest levels since November 2023.<h2 class="st-heading-2">Competition, Regulatory Pressure Are Key Risks</h2>Wells Fargo cut Doximity’s price target to $45 from $55 while maintaining an ‘Overweight’ rating, according to The Fly. The firm said limited visibility was already a concern ahead of the third quarter, but additional caution from pharmaceutical clients led to fewer upfront commitments and slower conversions than expected. While the stock’s decline to around $20 appears excessive, the brokerage noted that investor sentiment could take time to reboundPiper Sandler slashed the company’s price target to $40 from $70, while maintaining an ‘Overweight’ rating. Analyst Jessica Tassan noted that Doximity is off to a slow start in 2026, with weak Q2 and Q3 bookings, as market growth slowed to about 5% and sales cycles lengthened amid pharma’s macro-driven caution. Despite the bleak near-term outlook, the firm expressed confidence in Doximity’s platform's strength.Needham analyst Scott Berg lowered Doximity’s price target to $55 from $75 while maintaining a ‘Buy’ rating, citing competition and regulatory pressures as key risks even if the sell-off appears overdone. Although the Q4 guidance is disappointing, Needham expects budgets to improve through 2026.<h2 class="st-heading-2">Client Uncertainty Around Policy Changes</h2>In a call with analysts on Thursday, Doximity stated that client uncertainty around recent policy changes and the Most Favored Nation agreement affected its annual budgets.“First, we saw multiple customers deploy a lower percentage of their annual budgets upfront than usual as 2026 planning wasn't fully complete and some funds remained unreleased,” said Timothy Cabral, a member of the board.“Second, this uncertainty resulted in many deals we normally have signed by December 31 being delayed and pushed into our fiscal Q4. This is evident in our January pharma bookings growth rate, which is the best we've seen since going public,” Cabral added.Doximity’s Q3 revenue grew 10% to $185.1 million, but its diluted earnings per share declined to $0.31 from $0.37. The company expects Q4 revenue in the range of $143 million to $144 million and FY 2026 revenue between $642.5 million and $643.5 million. The company also announced a share repurchase program of up to $500 million of its Class A common stock.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Despite the pre-market crash, retail sentiment flipped to “extremely bullish” from “bearish” over the past 24 hours, amid “extremely high” message volumes.<img src="https://news.stocktwits-cdn.com/DOCS_jpg_2d9473084f.webp" alt="DOCS.jpg">Users felt that the selloff was an “overreaction”.<stembedurl>https://stocktwits.com/Noisy/message/644244636</stembedurl><stembedurl>https://stocktwits.com/giuseppe8469/message/644205757</stembedurl>Over the past year, the stock has declined by around 43%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/amzn-stock-falls-below-long-term-moving-average-slumps-premarket/cZbFfDJR4nC">AMZN Stock Falls To 8-Month Lows In Pre-Market After Declining Below 200-DMA For First Time Since October</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

S&P 500 Index trades listlessly ahead of Nvidia earnings. 

Why Did DOCS Stock Plunge 35% In Pre-Market Today?

Multiple brokerages cut their price target on the stock after Doximity reported a fall in third-quarter earnings and a soft fourth-quarter revenue outlook.

Shares of Teladoc Health Inc. surged as much as 3% on Tuesday morning, peaking at levels last seen a week ago before trimming some gains later in the day.&nbsp;The rise followed an announcement of a new collaboration with Amazon.com, aimed at expanding access to Teladoc’s programs, including those for diabetes, hypertension, pre-diabetes, and weight management, through Amazon’s Health Benefits Connector.&nbsp;No further details about the collaboration’s terms were provided.<figure class="image"><img style="aspect-ratio:1318/324;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/TDOC_sentiment_and_message_volume_Jan_14_736f372c12.png" alt="TDOC sentiment and message volume Jan 14.png" width="1318" height="324"><figcaption>TDOC sentiment and message volume Jan 14 as of 10:20 am ET | source: Stocktwits</figcaption></figure>On Stocktwits, sentiment shifted dramatically to ‘extremely bullish’ from ‘bearish’ a day ago, with message volume hitting its highest levels in the past month.&nbsp;Some retail investors expressed optimism, with one speculating that this partnership could pave the way for an acquisition by Amazon, which has been expanding its presence in telehealth services.<stembedurl>https://stocktwits.com/rxptgh/message/599945090</stembedurl><stembedurl>https://stocktwits.com/Genuisboltz/message/599941043</stembedurl><stembedurl>https://stocktwits.com/Genuisboltz/message/599941043</stembedurl>Since 2018, Amazon has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hims-stock-slides-after-amazon-medical-one-rival-service/cJ4Z1asRfj">steadily</a> built out its healthcare offerings, which now include Amazon Care (a hybrid virtual and in-person care service) and One Medical (a telehealth platform providing pay-per-visit care and membership options).&nbsp;The new collaboration builds on Teladoc and Amazon’s partnership that began in 2022 to provide virtual care through Alexa devices.Teladoc, which experienced rapid growth during the COVID-19 pandemic, has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/teladoc-falls-withdraws-financial-outlook-retail-bearish/c7HhdmtRRR">struggled</a> to maintain that momentum in the face of rising competition and poor financial performance.&nbsp;Following the ouster of CEO Jason Gorevic last year, the company has been trying to chart a recovery path.&nbsp;Despite the recent gains, its stock remains 97% off its all-time high during the pandemic.&nbsp;With a current short interest of 13.2%, Teladoc has gained just over 3% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, a Teladoc logo is seen on a smartphone screen and in the background. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Teladoc’s New Amazon Tie-Up Sparks Retail Sentiment Surge Even As Stock Swings Wildly

Following the ouster of CEO Jason Gorevic last year, the telehealth company has been trying to chart a recovery path.

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Global X Funds - Global X Telemedicine & Digital Health ETF

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