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Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune Inc is trending following positive topline Phase 2b data for its MASH drug, pemvidutide, which demonstrated statistically significant improvements in key non-invasive liver tests and a favorable tolerability profile, with the FDA supporting a registrational Phase 3 trial. The community is actively discussing whether the initial market reaction is a "sell the news" event or a strategic accumulation by institutions, amid ongoing speculation about potential partnerships or a buyout to fund the next stage of development for this promising asset.

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 (NKE) is a major talking point after its recent earnings report, which, despite an EPS and revenue beat, presented cautious guidance with anticipated shrinking sales and margins, notably in Greater China, alongside margin pressure from tariffs. This has sparked a divided community, with many seeing the sharp stock dip as an overreaction and a prime long-term buying opportunity, while others remain concerned about market share losses to competitors and the perceived weak leadership during the earnings call.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines (LUNR) is capturing market attention following bullish analyst upgrades and the confirmation of Jared Isaacman as NASA Administrator, aligning with a new White House executive order for American space superiority. The community is highly anticipating the imminent, multi-billion-dollar Lunar Terrain Vehicle (LTV) contract award, believing LUNR is a leading contender due to its proven lunar mission success. This confluence of catalysts, coupled with heavy short interest, suggests continued volatility and strong upside potential.

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 amid an escalating legal battle, with the company filing a lawsuit alleging stock manipulation by certain investment funds. This high-stakes action has fueled intense community debate, as investors grapple with GRRR's continued stock decline despite recent positive business developments, including substantial contracts and an expanded share buyback program. Many believe the stock is deeply undervalued and is being suppressed by targeted short activity and external pressures unrelated to its core AI and infrastructure business.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is experiencing a surge in conversation following multiple analyst upgrades, with price targets raised to $25, coupled with the significant expansion of its "Universal Hands-Free" assisted driving feature across millions of miles of roads. The community is actively discussing Rivian's transition from a pure EV manufacturer to a leader in autonomy and software, driven by its in-house AI chip development and upcoming R2 launch, igniting hopes for a major short squeeze.

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 (WYFI) is trending due to a significant 10-year, $865 million colocation agreement with Nscale for AI infrastructure at its NC-1 data center, marking a major catalyst for the company. The community is buzzing with excitement over this long-term AI revenue visibility and the stock's notably low free float. This deal firmly positions WhiteFiber within the booming AI data center sector, drawing increased attention to its growth potential.

FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Freight, Corporate, Other, and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.

Fedex Corp

FedEx is trending after delivering an impressive earnings beat and raising its fiscal year outlook, fueled by stronger domestic package volumes and ongoing cost-cutting initiatives. While many in the community are bullish on its operational execution and market position, there is active discussion around the stock's price volatility and options market dynamics following the report, alongside concerns about broader macroeconomic headwinds.

Amicus Therapeutics, Inc. is a biotechnology company, which focuses on discovering, developing, and delivering medicines for people living with metabolic diseases. Its product portfolio includes first and only approved oral precision medicine for people living with Fabry disease who have amenable genetic variants, a novel, clinical-stage, treatment paradigm for Pompe disease and a rare disease gene therapy portfolio. The company was founded by John Francis Crowley on February 4, 2002 and is headquartered in Princeton, NJ.

Amicus Therapeutics Inc

Amicus Therapeutics (FOLD) is trending due to the announcement of its acquisition by BioMarin Pharmaceutical for $14.50 per share in cash. The community views this as a strategic move to bolster BioMarin's leadership in rare diseases by integrating Amicus's key commercial products like Galafold. Investors are actively discussing the implications of this acquisition and speculating on potential future buyouts within the biotech sector.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is a major talking point as recent reports of Cybercab testing and ongoing discussions about achieving unsupervised Full Self-Driving capabilities capture community attention. Enthusiasts point to the company's leadership in physical AI and robotics as key future drivers, while critics question current valuations and the timeline for these advanced technologies to significantly impact revenue amidst increasing EV sector competition.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending following reports of its role as a managing investor in a new U.S. joint venture for TikTok, overseeing sensitive data and algorithms. The community is actively discussing whether this deal will ignite a significant rally and short squeeze, viewing it as a strong validation for Oracle's cloud infrastructure and AI strategy. However, some investors remain cautious about the company's substantial existing debt amidst its aggressive expansion plans.

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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.

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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.

Elevance Health Inc

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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?

Stocktwits

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

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$3.15	--	--	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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