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Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is trending amid a flurry of analyst upgrades raising price targets, yet concurrently faces widespread community discussion regarding a rumored short-seller report and persistent allegations of extreme overvaluation. This dynamic fuels significant speculative interest, with traders actively debating its fundamental health against a backdrop of frequently volatile price movements and accusations of market manipulation.

Brand Engagement Network, Inc. engages in the provision of conversational artificial intelligence assistants with the purpose of transforming engagement and analytics for businesses through security-focused, multimodal communication and human-like artificial intelligence assistants. The firm is also involved in delivering highly personalized, multi-modal artificial intelligence engagement with a focus on industries where there is a massive workforce gap and an opportunity to transform how consumers engage with networks, providers, and brands. The company is founded on March 14, 2024 and is headquartered in Jackson, WY.

Brand Engagement Network Inc

Brand Engagement Network (BNAI) is experiencing intense trending activity driven by recently reported strengthened financials from warrant exercises and an AI licensing partnership in Africa. The stock's rapid ascent has ignited widespread discussion among the community, fueling speculation of a massive short squeeze due to its low float and high cost to borrow, despite some expressing concerns over valuation.

Palladyne AI Corp. engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its products include Palldyne IQ and Palladyne Pilot. The company was founded by Fraser M. Smith and Benjamin G. Wolff in 2015 and is headquartered in Salt Lake City, UT.

Palladyne AI Corp.

Palladyne AI is currently trending after securing a contract with the U.S. Air Force Research Laboratory to advance multi-domain swarming capabilities with its SwarmOS platform, extending its autonomous systems integration to satellites. This news has sparked significant community debate, with many investors anticipating substantial growth within the defense AI and robotics sector and discussing a potential short squeeze, while others remain cautious due to the undisclosed contract value and past stock volatility.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

The iShares Silver Trust (SLV) is a focal point of market discussion, driven by escalating industrial demand for AI and EV technologies, alongside tightening global supply from export restrictions. Traders are actively debating an ongoing "silver squeeze," with aggressive bulls anticipating further significant appreciation while bears caution against a speculative bubble.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML is a key trending stock following record orders and an optimistic revenue outlook for 2026 and beyond, fueled by the accelerating AI boom driving demand for its critical chipmaking equipment. The community is actively discussing the company's indispensable role in advanced chip manufacturing and its new share buyback program, though some express caution regarding its high valuation and recent price volatility.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

C3.ai is trending amidst reports of potential merger talks with Automation Anywhere, sparking significant community debate regarding a possible short squeeze given the stock's high short interest. Many are viewing this, along with recent government contract wins, as a pivotal moment for the enterprise AI provider, while others remain cautious about the long-term implications.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

GLD is surging to new all-time highs, driven by substantial institutional options activity and growing apprehension over dollar weakness and geopolitical tensions. Community discussions are sharply polarized between those anticipating further parabolic gains as a hedge against fiat currency debasement and others cautioning a speculative 'mania' ripe for a sharp correction.

Humana Inc. engages in the provision of health insurance services. It operates through the Insurance and CenterWell segments. The Insurance segment consists of Medicare benefits, marketed to individuals or directly via group Medicare accounts, as well as contract with CMS to administer the Limited Income Newly Eligible Transition, or LI-NET, prescription drug plan program and contracts with various states to provide Medicaid, dual eligible demonstration, and Long-Term Support Services benefits, which refer to as state-based contracts. The CenterWell segment represents payor-agnostic healthcare services offerings, including pharmacy dispensing services, provider services, and home services. The company was founded by David A. Jones, Sr., and Wendell Cherry on August 18, 1961 and is headquartered in Louisville, KY.

Humana Inc.

Humana Inc

Humana is experiencing significant selling pressure after a proposed near-flat Medicare Advantage payment rate for 2027 from the Trump administration, falling short of market expectations. This development has triggered a polarized community discussion, with some investors seizing the opportunity to "buy the dip" amid expectations of a rebound, while others express deep concern over the long-term profitability and viability of the managed care business model. The community is actively debating whether this is a political negotiation tactic or a fundamental challenge impacting Humana and its peers in the healthcare sector.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is a top trending stock following substantial new contracts for its fuel cell technology and positive analyst coverage, all driven by the escalating power demands of AI data centers and broader grid infrastructure needs. The community is actively discussing the company's rapid growth and its crucial role in providing immediate, on-site energy solutions. Despite some valuation concerns, many anticipate continued revenue expansion and further strategic announcements.

Starbucks Corp. engages in the production, marketing, and retailing of specialty coffee. It operates through the following segments: North America, International, and Channel Development. The North America segment focuses on the United States and Canada. The International segment is involved in China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America, and Caribbean. The Channel Development segment includes roasted whole bean and ground coffees, Seattle’s Best Coffee, and Teavana-branded single-serve products. The company was founded by Jerry Baldwin and Howard D. Schultz on November 4, 1985, and is headquartered in Seattle, WA.

Starbucks Corp.

Starbucks Corp

Starbucks is experiencing significant investor attention following its latest earnings, where shares surged after reporting positive U.S. same-store sales and transaction growth for the first time in two years, signaling traction for its 'Back to Starbucks' strategy. While the community is debating whether this renewed customer traffic can overcome persistent margin pressures from higher costs, many are watching if this momentum can translate into sustained profitable growth amidst rising competition.

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Elevance Health (ELV) Beats Q4 Earnings Estimates

Elevance Health (ELV) delivered earnings and revenue surprises of +7.30% and -0.45%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

A Glimpse of Elevance Health's Earnings Potential

Elevance Health, Inc. $ELV Shares Sold by Maj Invest Holding A S

Maj Invest Holding A S lowered its holdings in Elevance Health, Inc. (NYSE:ELV - Free Report) by 10.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange...

Vanguard Personalized Indexing Management LLC Has $9.58 Million Position in Elevance Health, Inc. $ELV

Vanguard Personalized Indexing Management LLC trimmed its holdings in Elevance Health, Inc. (NYSE:ELV - Free Report) by 18.3% during the third quarter, according to its most recent 13F filing with...

Barlow Wealth Partners Inc. Trims Stock Position in Elevance Health, Inc. $ELV

Barlow Wealth Partners Inc. decreased its holdings in Elevance Health, Inc. (NYSE:ELV - Free Report) by 88.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and...

A person views trading stocks on a tablet on the last day of the 2025 trading market in Brussels, Belgium, on December 30, 2025.

UNH, HUM, Other Health Insurer Stocks Could Take Time To Recover From Medicare Rate Shock: Cantor Fitzgerald

CMS’s plan to keep Medicare Advantage payments nearly flat for 2027 blindsided investors and sparked a sharp selloff across U.S. health insurers.

Equity

<ul class="summary-bullets"><li>Under the proposal, Medicare plans will be paid just $700 million more in 2027 compared to this year.</li><li>The rates will now be finalized in April, implying it might also increase in the months ahead.</li><li>CMS also proposed excluding diagnosis information from unlinked chart review records from risk score calculation starting in CY 2027.</li></ul>Shares of major health insurers UnitedHealth Group (UNH), Humana (HUM), and CVS Health (CVS) fell after-hours on Monday after the Centers for Medicare and Medicaid Services proposed a roughly flat increase in payments for private Medicare plans next year.While <a href="https://stocktwits.com/symbol/UNH">UNH shares</a> slumped 9% after hours, <a href="https://stocktwits.com/symbol/HUM">HUM shares</a> slipped 13% and CVS declined over 9%. Shares of Molina Healthcare (MOH) and Elevance Health (ELV) also slipped 3% and 6%, respectively. &nbsp;<h2 class="st-heading-2">The Proposal</h2>CMS <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cms.gov/newsroom/press-releases/cms-proposes-2027-medicare-advantage-part-d-payment-policies-improve-payment-accuracy-sustainability">said</a> that the proposed policies are projected to result in a net average year-over-year payment increase of 0.09% for Medicare Advantage plans in CY 2027. According to the Wall Street Journal, analysts expected roughly 4-6% increase, in line with the 5.06% spike this year.Under the proposal, Medicare plans will be paid just $700 million more in 2027 compared to this year. This is a huge hit for Medicare insurers who have flagged higher care costs in recent quarters.“These proposed payment policies are about making sure Medicare Advantage works better for the people it serves,” said CMS Administrator Dr. Mehmet Oz. He also said that the agency wants to protect taxpayers “from unnecessary spending that is not oriented towards addressing real health needs.”CMS also proposed excluding diagnosis information from unlinked chart review records, which is diagnosis information not associated with a specific medical encounter, from risk score calculation, starting in CY 2027. This could also slash payments for the companies which seek to document illnesses through chart data to boost payments. Payments in the MA program increase when the patient is sicker.The payment rates will now be finalized in April, implying it might also increase in the months ahead.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around UNH, HUM and CVS stocks trended in the ‘extremely bullish’ territory at the time of writing, while message volume stayed at extremely high levels.While UNH and HUM shares have dropped 35% and 13% respectively over the past 12 months, <a href="https://stocktwits.com/symbol/CVS">CVS stock</a> has gained 49%.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/lunr-shares-edge-up-after-hours-on-intuitive-machines-new-role-in-artemis-mission/cmyJ2GCR4hm">LUNR Shares Edge Up 3% After Hours — What's Intuitive’s Role In NASA’s Artemis Program?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the UnitedHealth Group logo is displayed on the screen of a smartphone. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

UNH, HUM, CVS Shares Fall On Plans To Keep Medicare Payments Flat Next Year

CMS said that the proposed policies are projected to result in a net average year-over-year payment increase of 0.09% for Medicare Advantage plans in CY 2027.

Whittier Trust Co. of Nevada Inc. Sells 31,380 Shares of Elevance Health, Inc. $ELV

Whittier Trust Co. of Nevada Inc. lessened its position in Elevance Health, Inc. (NYSE:ELV - Free Report) by 80.2% during the 3rd quarter, according to the company in its most recent Form 13F filing...

Teacher Retirement System of Texas Cuts Stock Position in Elevance Health, Inc. $ELV

Teacher Retirement System of Texas lessened its holdings in shares of Elevance Health, Inc. (NYSE:ELV - Free Report) by 80.0% during the 3rd quarter, according to its most recent disclosure with the...

Simplicity Wealth LLC Reduces Position in Elevance Health, Inc. $ELV

Simplicity Wealth LLC lowered its holdings in Elevance Health, Inc. (NYSE:ELV - Free Report) by 81.7% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned...

$ELV Q4 &#39;25 Earnings Results &amp; Recap

• Reported GAAP EPS of $2.47 up 36.46% YoY
• Reported revenue of $49.31B up 9.61% YoY
• Elevance Health projects FY 2026 GAAP diluted EPS to be at least $22.30 and adjusted diluted EPS at least $25.50, with operating cash flow expected to be at least $5.5 billion.

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Elevance Health Inc

 Q4 '25 Earnings Results & Recap

• Reported GAAP EPS of $2.47 up 36.46% YoY
• Reported revenue of $49.31B up 9.61% YoY
• Elevance Health projects FY 2026 GAAP diluted EPS to be at least $22.30 and adjusted diluted EPS at least $25.50, with operating cash flow expected to be at least $5.5 billion.

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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 Trump administration's proposed flat Medicare Advantage reimbursement rates for 2027, well below Wall Street expectations, caused a sector-wide shock and triggered significant selling.

Elevance Health reported mixed Q4 2025 results but spooked investors with its revised FY2026 adjusted EPS guidance of at least $25.50, missing analyst consensus by up to 6%.

Traders are actively buying ELV shares after its significant pre-market and morning dip, anticipating a bounce or long-term recovery, with many eyeing levels around $290-$300.

The broader healthcare sector experienced a significant sell-off, heavily impacting ELV and its peers like UNH and HUM, due to the new Medicare Advantage rate proposals.

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