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NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is a trending topic following its latest financial results, which indicated pressure on gross margins and a decline in sales within the crucial China market, leading to a divided investor sentiment. The community is actively debating whether current valuations present a 'buy the dip' opportunity for the iconic brand or if intensifying competition and strategic challenges signal a prolonged period of underperformance.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is trending as investors hotly debate a lawsuit filed against alleged manipulators, with strong opinions on whether management is effectively addressing stock undervaluation through promised buybacks. The community discussion also centers on the phased rollout of a large AI data center contract and a recent Nobel Sustainability Trust nomination, as many question market integrity and management's actions amidst persistent share price pressure.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFiber, Inc. (WYFI) is trending due to a substantial new colocation agreement with Nscale for its NC-1 AI data center campus, which has ignited significant community excitement. Investors are actively discussing the deal's improved long-term revenue visibility, the potential for a short squeeze, and how the company's limited share float could drive considerable upside. This positions WhiteFiber as a key player in the rapidly expanding market for AI-ready data center capacity.

Green Thumb Industries, Inc. engages in the manufacture and distribution of branded cannabis products. Its brands include RYTHM, Dogwalkers, Beboe, Good Green, Doctor Solomon’s, and &Shine. It operates through the Retail and Consumer Packaged Goods segments. The Retail segment focuses on retailing cannabis to patients and consumers. The Consumer Packaged Goods segment refers to the cultivation, production, and sale of cannabis products to retail stores. The company was founded by Benjamin Kovler and Max Cohen on February 18, 2002 and is headquartered in Chicago, IL.

Green Thumb Industries Inc - Ordinary Shares (Sub Voting)

Green Thumb Industries

Green Thumb Industries is trending as the community eagerly anticipates potential federal cannabis rescheduling to Schedule III, a move widely expected to eliminate the burdensome 280E tax and unlock significant profitability for U.S. multi-state operators. Despite market volatility and some "sell the news" reactions, sentiment remains highly bullish, with investors highlighting GTBIF's strong fundamentals and growing presence in the cannabis beverage market as key drivers poised to attract institutional capital.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is actively discussed following the executive order to reclassify cannabis to Schedule III, a significant policy shift that the company is leveraging to advance its U.S. medical cannabis operations through its newly formed Tilray Medical USA unit. Despite sector-wide volatility interpreted by some as a "sell the news" event, many in the community emphasize the long-term benefits for profitability and institutional investment stemming from this historic regulatory change.

Kodiak AI, Inc. is a provider of AI-powered autonomous vehicle technology designed to help tackle some of the toughest driving jobs. Its solutions address the critical problem of safely transporting goods in the face of unprecedented supply chain challenges. The company was founded in 2018 and is headquartered in Mountain View, CA.

Kodiak AI Inc.

Kodiak AI Inc. - Ordinary Shares - Class A

Kodiak AI (KDK) is trending following a disclosed stake from Soros Fund Management and continued accumulation by institutions like Cathie Wood's ARK Invest, sparking significant community debate. Bulls highlight the company's active revenue generation from autonomous trucking contracts in the Permian Basin, a low share float, and high short interest as potential catalysts. Conversely, skeptics voice concerns over the company's financial health, long-term viability, and potential for further dilution.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is trending following an eight-figure contract win to provide spacecraft docking systems for The Exploration Company's Nyx capsule, igniting bullish sentiment around its space infrastructure capabilities. The community is actively discussing the stock's significant volume, viewing it as an undervalued play poised for growth as U.S. space policy and defense initiatives drive demand for commercial space and drone technologies into 2026.

PDD Holdings, Inc. is a multinational commerce group that owns and operates a portfolio of businesses. The company aims to bring more businesses and people into the digital economy so that local communities and small businesses can benefit from increased productivity and new opportunities. It has built a network of sourcing, logistics, and fulfillment capabilities, that support its underlying businesses. PDD Holdings was founded by Hua Lin Cai and Zheng Huang in 2015 and is headquartered in Dublin, Ireland.

PDD Holdings Inc - ADR

Pinduoduo Inc.

Pinduoduo is trending following its latest earnings insights, which showed stronger profitability but also highlighted concerns around moderated revenue growth and intensifying market competition. Community discussions reveal a strong underlying bullish sentiment, with many investors anticipating continued upside driven by global e-commerce expansion through Temu, despite the tempered outlook. This creates a fascinating divergence in perception, with significant options activity suggesting expectations for substantial price action.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending following key product announcements, including expanded prediction markets with new sports-focused event contracts and the introduction of an AI tool named Cortex. This strategic move is sparking community discussions around future revenue growth and diversification, though some members are weighing potential regulatory scrutiny concerning the nature of these prediction markets. Additionally, the stock is being influenced by recent analyst upgrades and broader market sentiment, including cryptocurrency performance.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

Merck is trending following its significant acquisition of Cidara Therapeutics for an experimental flu drug, a strategic move reinforcing its pipeline beyond Keytruda. This development, coupled with multiple FDA fast-track designations and positive clinical data for other assets, has the community buzzing about Merck's robust future growth trajectory and increasing portfolio diversification.

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Osaic Holdings Inc. Grows Stock Holdings in Elevance Health, Inc. $ELV

Osaic Holdings Inc. grew its position in shares of Elevance Health, Inc. (NYSE:ELV - Free Report) by 21.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the...

Elevance Health, Inc. $ELV Shares Sold by Thrivent Financial for Lutherans

Thrivent Financial for Lutherans reduced its position in shares of Elevance Health, Inc. (NYSE:ELV - Free Report) by 16.2% in the 2nd quarter, according to the company in its most recent 13F filing...

<ul class="summary-bullets"><li>Four House Republicans reportedly broke with party leadership to advance a move that could force a vote on extending enhanced ACA subsidies.</li><li>Senate leaders supposedly said no action will be taken before the year-end recess, leaving any decision until January, according to the Wall Street Journal.</li><li>Stocktwits users flagged ‘bearish’ sentiment across several health insurers.</li></ul>Health insurance stocks were split on Wednesday as fresh developments in Washington stirred uncertainty around the future of Obamacare subsidies.Humana and Molina Healthcare traded higher during the session, while shares of UnitedHealth Group, CVS Health, Centene, Cigna and Elevance Health moved lower.<h2 class="st-heading-2">House Republicans Break Ranks</h2>The stock moves followed action in the House, where four moderate Republicans joined Democrats to advance a discharge petition that could force a vote on extending enhanced ACA tax credits, according to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/12/17/johnson-aca-republicans-health.html">report</a>. The subsidies were expanded during the pandemic and are set to expire at the end of December.House Speaker Mike Johnson opposed the effort and earlier urged Republicans not to support it. Speaking on CNBC’s “Squawk Box,” Johnson said bypassing party leadership and the regular legislative process was not the best way to make law. His comments came after GOP leadership blocked attempts by moderate lawmakers to bring a vote on extending the subsidies.Pennsylvania Rep. Brian Fitzpatrick, a Republican, was the first GOP lawmaker to sign the discharge petition on Wednesday. Three more followed him, edging the effort near the majority it would need to force a vote, the report said.&nbsp;<h2 class="st-heading-2">Separate GOP Healthcare Bill Moves Ahead</h2>Republican leaders are planning to advance a bill that doesn’t extend the enhanced subsidies on its own. That bill, which would expand association health plans and provide funding for cost-sharing reductions, is expected to be voted on in the House on Wednesday.Separately, house centrists have been considering options for a deal that would extend the subsidies and include policy changes, such as income restrictions. Those efforts so far have not advanced to a vote.<h2 class="st-heading-2">Senate Leaders Punt Any Fix Into 2026</h2>With lawmakers preparing to leave Washington for the holidays, Senate leaders said there will be no last-minute action on extending the ACA subsidies. Senate Majority Leader John Thune said Congress will not be able to pass an extension before the end of the year, pushing any potential move into January, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/politics/policy/house-gop-aca-obamacare-subsidies-57add6a6">report</a> by the Wall Street Journal“We’re not going to pass anything by the end of this week, but I do think there’s a potential pathway in January,” Thune said.Lawmakers are expected to depart before the weekend and return on Jan. 5. While senators from both parties have continued discussions, participants have said it is unlikely that even a bipartisan framework will be finalized before the break.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for UnitedHealth, Molina Healthcare and Humana was ‘bearish’, with message volume described as ‘normal’ for UNH, ‘low’ for MOH and ‘extremely high’ for HUM.One user called the development a “HEALTHCARE WRECK”<stembedurl>https://stocktwits.com/Arunas1/message/639342684</stembedurl>Another user said, “RIP to all the middleman rip-off insurance companies.”<stembedurl>https://stocktwits.com/Traidn/message/639379119</stembedurl>So far this year,&nbsp;<a href="https://stocktwits.com/symbol/UNH">UnitedHealth</a> is down 32%,&nbsp;<a href="https://stocktwits.com/symbol/MOH">Molina Healthcare</a> is down 44%, while&nbsp;<a href="https://stocktwits.com/symbol/HUM">Humana</a> is up 6%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The MyHumana app page is displayed on a smartphone in the Apple App Store in front of the Humana Inc logo on October 30, 2024 in Chongqing, China. (Photo by Cheng Xin/Getty Images)

Humana, Molina Jump As House GOP Revolt Reignites Fight To Extend Obamacare Subsidies — Retail Warns ‘Healthcare Wreck’

Health insurance stocks split after a House GOP revolt revived debate over ACA subsidies, while a year-end extension was ruled out.

Equity

Elevance Health (NYSE:ELV) Price Target Lowered to $352.00 at Morgan Stanley

Morgan Stanley dropped their price objective on Elevance Health from $359.00 to $352.00 and set an "equal weight" rating on the stock in a report on Wednesday...

Health Insurers Now Get a Pulse: 3 Stocks to Jump in 2026

Health insurers are regaining pricing control and margin visibility, putting UnitedHealth, CVS Health and Centene back in focus as managed care regains its pulse.

Texas Permanent School Fund Corp Trims Stock Holdings in Elevance Health, Inc. $ELV

Texas Permanent School Fund Corp lowered its stake in Elevance Health, Inc. (NYSE:ELV - Free Report) by 36.7% during the second quarter, according to its most recent disclosure with the Securities...

Assenagon Asset Management S.A. Increases Stake in Elevance Health, Inc. $ELV

Assenagon Asset Management S.A. boosted its holdings in shares of Elevance Health, Inc. (NYSE:ELV - Free Report) by 19.0% during the third quarter, according to the company in its most recent filing...

Liontrust Investment Partners LLP Reduces Stock Position in Elevance Health, Inc. $ELV

Liontrust Investment Partners LLP decreased its holdings in shares of Elevance Health, Inc. (NYSE:ELV - Free Report) by 24.4% in the second quarter, according to its most recent 13F filing with the...

National Bank of Canada FI Trims Stock Holdings in Elevance Health, Inc. $ELV

National Bank of Canada FI lessened its stake in shares of Elevance Health, Inc. (NYSE:ELV - Free Report) by 9.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with...

Geneos Wealth Management Inc. Purchases 7,098 Shares of Elevance Health, Inc. $ELV

Geneos Wealth Management Inc. increased its position in Elevance Health, Inc. (NYSE:ELV - Free Report) by 29.3% in the 2nd quarter, according to the company in its most recent disclosure with the...

Elevance Health, Inc. operates as a health company, which engages in improving lives and communities, and making healthcare simpler. It operates through the following segments: Health Benefits, CarelonRx, Carelon Services, and Corporate and Other. The Health Benefits segment offers a comprehensive suite of health plans and services to different customers. The CarelonRx segment markets and offers pharmacy services to affiliated health plan customers, as well as to external customers. The Carelon Services segment integrates physical, behavioral, pharmacy, and social services with the aim of delivering whole health affordably by offering a broad array of healthcare related services. The Corporate & Other segment includes businesses that do not individually meet the quantitative threshold for an operating segment. The company was founded in 1944 and is headquartered in Indianapolis, IN.

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The S&P 500 is modestly lower so far in December, putting the Santa Claus rally in question. The Santa Claus rally refers to the market’s tendency to rise in the final weeks of the year—what do you expect from December 16 through December 31?

What do you expect the S&amp;P 500’s total return to be in the second half of December?

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What do you expect the S&P 500’s total return to be in the second half of December?

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