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Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is experiencing a surge as news circulates about a significant government initiative to buy $200 billion in mortgage bonds, aiming to drive down interest rates. The community is buzzing with expectations of a major rally and potential short squeeze, anticipating increased housing transaction volume due to improved affordability. While some express caution about profit-taking, the overwhelming sentiment points to a renewed bullish outlook for the real estate sector.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending following highly positive FDA feedback, confirming no additional clinical trials are needed for its lead HS therapy, sonelokimab, paving a clear path to regulatory submission. This significant de-risking event has ignited strong community discussion, fueling speculation of an imminent Merck buyout at a substantially higher valuation and expectations of a potential short squeeze as the market fully re-evaluates the stock's intrinsic value.

Memecoin on Cronos launched by the Cro Crow community

crow with knife

Crow with Knife ($CAW) is trending due to its robust multi-chain presence across Solana, Base, and Cronos, leveraging LayerZero technology with a deflationary burn mechanism, alongside community excitement around its visibility on platforms like Coinbase. The vibrant community is passionately united by an ambitious vision for $CAW to become the top memecoin, aiming to flip established assets like $DOGE and drive significant volume across the crypto market.

Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Holdings Inc

Ondas Holdings is a prominent trending stock, driven by widespread community discussion around its potential prime contractor role in a significant drone-based border security project for Israel, which is being viewed as a major validation of its autonomous defense systems. This news, though unconfirmed by the company, has ignited strong bullish sentiment and speculation about a substantial growth "super cycle" within the broader drone and defense technology sector.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is trending due to significant U.S. and U.K. defense contracts, solidifying its position as an end-to-end national security space partner. The community is buzzing with anticipation for the Neutron rocket's debut and strong institutional interest, while some investors debate the current valuation and recent insider share transactions.

Oscar Health, Inc. is a health insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health is actively discussed amidst political negotiations concerning the extension of Affordable Care Act (ACA) subsidies, with a recent House vote favoring a multi-year extension driving investor attention. The community is sharply divided; optimists foresee a potential short squeeze and significant upside if a bipartisan agreement is reached in the Senate, while others caution about declines if a favorable outcome doesn't materialize. This ongoing debate, coupled with recent analyst attention, places OSCR at the forefront of healthcare sector conversations.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Canadian Solar is trending sharply downward following its announcement of a $200 million convertible notes offering, which many shareholders view as dilutive and a "fraudulent" move orchestrated to benefit short positions. This controversial financing has intensified community accusations of market manipulation and insider trading, even as underlying discussions highlight the company's strategic U.S. manufacturing expansion and ongoing speculation about a potential multi-billion dollar sale of its Recurrent Energy unit.

ProShares Trust - ProShares UltraShort Bloomberg Natural Gas -2x Shares

ProShares UltraShort Bloomberg Natural Gas

KOLD is trending as natural gas prices are significantly pressured by persistent warmer-than-normal weather forecasts across the U.S. and robust production levels, creating a bearish outlook for the commodity. Community discussions highlight strong sentiment for long KOLD positions, with traders actively taking profits on its recent surges while anticipating continued weakness for natural gas, despite its reputation for extreme volatility.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is trending amidst a recent analyst downgrade and a polarized debate over its long-term growth prospects within the evolving personalized healthcare and GLP-1 markets. While bulls emphasize the company's strong fundamentals, international expansion, and AI integration, a vocal bearish sentiment highlights intense competition and perceived overvaluation. The stock's high short interest and recent volatility keep investors keenly focused on its future trajectory.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending as investors weigh news of China's scrutiny of a recent AI acquisition against strong demand for its Ray-Ban smart glasses, which has led to a delayed international launch. The community is sharply divided, with many expressing frustration over recent stock performance and questioning the company's substantial AI investments, while others see value in its core advertising business and long-term AI potential ahead of upcoming earnings season.

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<ul class="summary-bullets"><li>The bill, which passed 230-196, will now head to the Senate for further approval.&nbsp;</li><li>The House voted on extending the Affordable Care Act’s tax credits that expired at the end of 2025.&nbsp;</li><li>Earlier, the Congressional Budget Office estimated that the bill would hike America’s deficit by about $80.6 billion over ten years while also those under health insurance coverage by 100,000 in 2026.</li></ul>The House on Thursday voted to renew the Affordable Care Act subsidies in a three-year extension.Seventeen Republicans joined 213 Democrats to vote in favor of extending the Obamacare subsidies after the Affordable Care Act’s tax credits expired at the end of 2025.The bill, which passed 230-196, will now head to the Senate for further approval.<h2 class="st-heading-2">Previous Misses</h2>The subsidy extension is likely to be shot down in the Senate. However, Thursday’s vote may pressure the upper chamber to come to a bipartisan agreement.In December 2025, the Senate voted against a similar three-year extension of the Affordable Care Act tax credits. The Obamacare tax credits were also a major factor that contributed to the longest-ever U.S. government shutdown in October 2025.GOP leadership is against the extension of the subsidies since they believe the subsidies only benefit insurance companies.“What we do here today will not be the end of the effort that is necessary, but we can begin the effort that is necessary and extend the Affordable Care Act tax credits,” Minority Leader Hakeem Jeffries, D-N.Y., who led the effort, said before the final vote.Earlier, the Congressional Budget Office forecast that the bill would hike America’s deficit by about $80.6 billion over the decade while also increasing the number of people under health insurance coverage by 100,000 in 2026, three million in 2027, four million in 2028, and 1.1 million in 2029.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Shares of insurance companies inched up in Thursday’s after-market trade.<a href="https://stocktwits.com/symbol/UNH">UnitedHealth Group (UNH) stock</a> rose 1.6% after the announcement while <a href="https://stocktwits.com/symbol/CVS">CVS Health shares</a> (CVS) gained 0.5%, and <a href="https://stocktwits.com/symbol/OSCR">Molina Healthcare stock</a> (MOH) was up over 2%.Retail sentiment around UNH shares was in ‘extremely bullish’ territory over the past day amid ‘high’ message volumes.Meanwhile, retail sentiment around CVS shares and MOH shares was in ‘neutral’ territory over the same time.UNH shares declined over 33% in the past year while CVS shares gained over 75% in the same time. MOH shares were down over 38% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

Shares of insurers, including UnitedHealth Group (UNH), CVS Health (CVS), and Molina Healthcare (MOH), have finished all three trading sessions of the year in the green. (Photo credit: Getty Images)

House Approves Affordable Care Act Subsidies For Three Years In 230-196 Vote

Seventeen Republicans joined 213 Democrats to vote in favor of extending the Obamacare subsidies.

Equity

Geneos Wealth Management Inc. Lowers Position in Elevance Health, Inc. $ELV

Geneos Wealth Management Inc. decreased its holdings in shares of Elevance Health, Inc. (NYSE:ELV - Free Report) by 35.7% during the third quarter, according to its most recent filing with the SEC...

<ul class="summary-bullets"><li>The lapse of enhanced ACA subsidies has shifted more healthcare costs onto consumers, reshaping coverage dynamics in 2026.</li><li>Mark Cuban said higher deductibles are keeping patients paying full drug prices for longer.</li><li>Policy uncertainty remains as Congress debates next steps on subsidies.</li></ul>UnitedHealth Group, CVS Health, and Molina Healthcare entered 2026 on firmer footing after enhanced Affordable Care Act (ACA) subsidies expired at the start of the year, a shift expected to raise premiums for millions of Americans buying coverage on the exchanges.Shares of insurers, including UnitedHealth Group, CVS Health, and Molina Healthcare, have finished all three trading sessions of the year in the green, with UnitedHealth touching its highest level in more than three months on Tuesday, CVS reaching nearly two-month highs, and Molina hitting its strongest level in over two months.Expanded premium tax credits introduced during COVID-19 expanded eligibility beyond traditional income cutoffs and reduced monthly premiums. Their expiration has shifted more costs onto consumers and raised concerns about coverage levels.&nbsp;<h2 class="st-heading-2">What Changed Under The ACA</h2>The subsidies, enacted in 2021, capped premiums at 8.5% of household income for higher earners and eliminated premiums for some lower-income enrollees. With those credits now lapsed, average out-of-pocket premiums for ACA users are expected to more than double, according to a Bloomberg report.In 2025, over 90% of ACA enrollees were receiving subsidies, when enrollment was about 24 million, up from about 11 million in 2020. The rollback will lead to a reduction in coverage over time and affect insurer risk pools.&nbsp;<h2 class="st-heading-2">Impact On Insurers&nbsp;</h2>In case of a reduction in coverage over time, it could pressure some insurers, particularly those heavily exposed to exchange plans, while larger, diversified players such as UnitedHealth and CVS maintain broader revenue bases across employer-sponsored insurance, government programs, and pharmacy benefit management.Insurers, including Molina Healthcare, Centene, and Oscar Health, have significant ACA exposure, while UnitedHealth, Elevance Health, and Cigna also participate in the exchanges.&nbsp;<h2 class="st-heading-2">Mark Cuban Calls Out Insurers</h2>Amid the shift, Mark Cuban&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/mcuban/status/2008661331092668924">criticized U.S. healthcare on X</a>, saying higher deductibles force patients to pay full retail prices on brand-name and specialty drugs for longer periods, costing some thousands of dollars more each year.Cuban said rebates generated during deductible spending often flow to large pharmacy benefit managers owned by insurers, while sicker patients bear the rising costs. He described healthcare companies as “too big to care.”<h2 class="st-heading-2">Political Uncertainty Persists</h2>Democrats, in general, favor extending the enhanced subsidies, while Republicans are split on the issue, and opponents of the extension point to the estimated price tag of more than $300 billion over 10 years.&nbsp;However, as some districts are bipartisan in their support of the tax credit, and polling indicates&nbsp;broad public support for its continuation, neither the current Congress nor the White House&nbsp;has acted to restore the credits.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment was ‘extremely bullish’ for UnitedHealth, ‘neutral’ for CVS, and ‘bullish’ for Molina Healthcare, with message volume described as ‘high’ for UnitedHealth and ‘normal’ for both CVS and Molina.Over the past 12 months,&nbsp;<a href="https://stocktwits.com/symbol/UNH">UnitedHealth shares</a> are down 30%,&nbsp;<a href="https://stocktwits.com/symbol/CVS">CVS</a> shares are up 84%, and Molina Healthcare shares are down 37%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

UnitedHealth, CVS, Molina Get 2026 Boost From ACA Premiums Rise — Mark Cuban Slams Insurers As ‘Too Big To Care’

With enhanced ACA subsidies now expired, average out-of-pocket premiums for Obamacare users are expected to more than double.

Centene Jumps 16.3% in 3 Months: A Comeback or Calm Before the Storm?

CNC shares jump 16.3% in three months, but high medical costs and thin margins keep the recovery debate alive.

Stanley Laman Group Ltd. Cuts Stake in Elevance Health, Inc. $ELV

Stanley Laman Group Ltd. lessened its stake in Elevance Health, Inc. (NYSE:ELV - Free Report) by 92.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities...

Advisory Resource Group Increases Stake in Elevance Health, Inc. $ELV

Advisory Resource Group raised its stake in Elevance Health, Inc. (NYSE:ELV - Free Report) by 43.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 18,928...

UnitedHealth Sinks 34.5% in a Year: Buy the Dip Before Q4 Earnings?

UNH shares are down 34.5% in a year as costs and margins bite, with Q4 earnings and 2026 guidance set to test whether value is emerging.

LS Investment Advisors LLC Buys New Shares in Elevance Health, Inc. $ELV

LS Investment Advisors LLC acquired a new stake in shares of Elevance Health, Inc. (NYSE:ELV - Free Report) in the third quarter, according to the company in its most recent disclosure with the...

Merit Financial Group LLC Increases Stock Position in Elevance Health, Inc. $ELV

Merit Financial Group LLC lifted its holdings in shares of Elevance Health, Inc. (NYSE:ELV - Free Report) by 102.6% in the third quarter, according to the company in its most recent filing with the...

Elevance Health, Inc. (NYSE:ELV) Given Average Rating of "Hold" by Brokerages

Shares of Elevance Health, Inc. (NYSE:ELV - Get Free Report) have been given an average recommendation of "Hold" by the twenty-four brokerages that are currently covering the firm, Marketbeat Ratings...

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.

Elevance Health Inc

Yes — Rates Move Meaningfully Lower

Short-Term Dip, No Lasting Impact

No — Mostly Political Noise

Other – Comment Below

President Trump says he’s directing $200 billion into mortgage bond purchases to bring down rates and improve housing affordability. With questions around execution, authority, and real market impact, do you think this move will actually lower mortgage rates in 2026?

Will Trump’s Mortgage Bond Plan Actually Lower Rates in 2026?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$3.10	--	--	N/A
Q3 '25	$4.93	$6.03	22.24%	BEAT
Q2 '25	$8.91	$8.84	-0.78%	MISSED
Q1 '25	$11.41	$11.97	4.89%	BEAT
Q4 '24	$3.81	$3.84	0.87%	BEAT

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