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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as Warner Bros. Discovery evaluates a revised, higher bid from Paramount Skydance, driving fervent community discussion on whether Netflix should match the offer or walk away, with many believing the latter would lead to a significant stock rally by avoiding the acquisition.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal Holdings is trending following reports of potential acquisition interest from Stripe, sparking widespread community discussion about a possible bidding war for the deeply undervalued payments giant. Investors are actively debating various buyout scenarios, recognizing PayPal's extensive user base and robust cash generation capabilities.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending after reporting strong earnings, achieving positive GAAP net income, and raising future guidance, highlighting consistent growth and strategic AI integration. Despite this positive news, the community reflects frustration as the stock's immediate market reaction appears impacted by broader software sector pressures and AI-related concerns, obscuring its fundamental strengths and proprietary data moat.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group Inc. is a major talking point after its recent Q4 earnings reported impressive revenue growth and increased vehicle deliveries, but also revealed wider-than-expected losses and substantial cash burn, leading to recent workforce reductions and sparking community debate over the company's path to profitability amid significant dilution concerns.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday shares are trending sharply lower after providing weaker-than-anticipated fiscal year 2027 subscription revenue guidance, which fuels broader investor concerns about decelerating growth and AI's impact on the enterprise software sector. The community is actively debating whether this represents a significant dip-buying opportunity or signals further challenges for traditional software models.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is trending amid mixed reactions to its latest financial results, showcasing robust revenue growth and record contract value in its AI-driven precision oncology platform, yet some community members are debating its forward growth projections and current valuation. The stock is a focal point for discussions on institutional accumulation and its long-term potential in healthcare AI.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is actively discussed following its Q4 earnings, which revealed declining revenue and widening losses, tempered by the unveiling of a 10 kW DC-DC power platform for next-gen AI data centers and a new foundry partnership. The community remains divided, weighing the immense potential of its GaN and SiC technology for the energy-intensive AI sector against ongoing concerns about its valuation and the crucial absence of definitive, revenue-generating contracts.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending following its Q4 earnings report, which highlighted robust revenue and expansion plans, sparking community debate over profitability challenges and whether its high valuation is justified amidst mixed performance metrics.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery is trending as its board evaluates a revised offer from Paramount Skydance, which could be deemed a superior proposal, intensifying the bidding war and prompting community debate on whether Netflix will match or if regulatory hurdles will impact the high-stakes media acquisition.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axon Enterprise is generating significant conversation following a strong Q4 earnings report and ambitious long-term revenue targets, with the community enthusiastically discussing its growth and potential impact from increasing body camera mandates, even as some debate its high valuation and recent market performance.

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Southeast Asia’s Grab Holdings (GRAB) announced on Monday that it is investing $60 million in remote-driving technology provider Vay Technology in exchange for a minority equity stake in the startup.The investment is subject to regulatory approval and expected to close in the fourth quarter. &nbsp;<h2 class="st-heading-2">Investment Terms</h2>The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investors.grab.com/news-and-events/news-details/2025/Grab-to-make-a-strategic-investment-in-the-remote-driving-technology-company-Vay-2025-_cFcrFQjS-/default.aspx">added</a> that the funding could increase to a total of $410 million if Vay hits certain milestones within the first year of funding. The financial and operating milestones include consumer revenue, U.S. cities covered, technology and safety standards, and obtaining regulatory approvals for operating in additional U.S. cities.“We believe the future of mobility in Southeast Asia will be a hybrid model that relies on the expertise of our driver-partners alongside autonomous vehicles and remote driving services,” Grab CEO Anthony Tan said.Tan also expressed optimism that the initial investment would accelerate Vay’s remote driving technology development and expansion in the U.S. Grab will further explore how Vay’s service model can complement Grab’s suite of mobility services in Southeast Asia.The company noted that the investment supports its autonomous mobility strategy. Grab has previously also invested in other autonomous driving players, including WeRide and May Mobility.<h2 class="st-heading-2">Vay’s Modus Operandi</h2>Vay caters to a segment of consumers who prefer not to own a car by offering an on-demand car rental service enabled by remote driving technology. Customers can request an electric vehicle to be remotely delivered to their location through the Vay mobile app. Once the vehicle arrives, the user takes over, driving it like a regular car. At the end of the trip, they exit the vehicle, and a remote driver resumes control. A remote driver, hence, operates the vehicles only at the beginning and end of each rental, allowing the remote driver to support more customer trips every hour.Vay launched its remote-driven commercial fleet in Las Vegas in 2024. The company is now looking to expand its fleet.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/GRAB">GRAB stock</a> stayed within the ‘bullish’ territory while message volume stayed at ‘extremely high’ levels over the past 24 hours.GRAB stock is up by 18% this year and by about 27% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/ipha-stock-soars-pre-marker-after-fda-clears-late-stage-trial-for-lacutamab-in-rare-skin-cancers/cLPc04NRE2R">IPHA Stock Soars Pre-Market After FDA Clears Late-Stage Trial For Lacutamab In Rare Skin Cancers</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Grab logo displayed on a phone screen is seen in this illustration photo taken in Krakow, Poland on July 8, 2021. (Photo Illustration by Jakub Porzycki/NurPhoto via Getty Images)

Grab Deepens Autonomous Mobility Push With $60 Million Investment In Vay

The investment is subject to regulatory approval and expected to close in the fourth quarter. 

Equity

The investment is subject to regulatory approval and expected to close in the fourth quarter. 


<ul class="summary-bullets"><li>Intellia said that it has temporarily paused patient dosing and screening for two of its late-stage trials for Nex-z.</li><li>The decision follows a report on October 24 of heightened liver transaminases and increased total bilirubin in a patient who was dosed with Nex-z in a trial.</li><li>The patient is being closely monitored and receiving medical intervention, the company said. &nbsp;</li></ul>Intellia Therapeutics, Inc. (NTLA) on Monday said that it has temporarily paused patient dosing and screening for two of its late-stage trials for Nex-z after a patient was hospitalized.The company has paused dosing in a trial that enrolled patients with transthyretin amyloidosis with cardiomyopathy and another that enrolled patients with polyneuropathy. Transthyretin amyloidosis with cardiomyopathy is a severe and progressive heart failure caused by the buildup of misfolded amyloid fibrils, derived from the transthyretin protein, in the heart muscle. Transthyretin amyloidosis with polyneuropathy, meanwhile, is a progressive, multisystem disease caused by the buildup of abnormal proteins in the body's organs and tissues.&nbsp;<h2 class="st-heading-2">Why The Pause?</h2>The decision follows a report on October 24 of heightened liver transaminases and increased total bilirubin in a patient who was dosed with Nex-z in a trial, raising concerns of drug-induced liver injury. The patient was dosed with Nex-z on September 30.The hospitalized patient is being closely monitored and receiving medical intervention, the company said.<h2 class="st-heading-2">What Are The Company’s Plans?</h2>Meanwhile, the company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.globenewswire.com/news-release/2025/10/27/3174462/0/en/Intellia-Therapeutics-Provides-Update-on-MAGNITUDE-Clinical-Trials-of-Nexiguran-Ziclumeran-nex-z.html">said</a> it is consulting with experts, considering potential risk mitigation strategies, and engaging with regulatory authorities.<blockquote>“In line with our commitment to patient safety, we have taken immediate action to temporarily pause enrollment in MAGNITUDE and MAGNITUDE-2 as we investigate this recent event. As we focus on ensuring the health of this patient, we also are engaging with regulatory authorities and other stakeholders globally to develop a strategy to resume enrollment as soon as appropriate.”&nbsp; – John Leonard, CEO, Intellia Therapeutics</blockquote>Nex-z or Nexiguran Ziclumeran is a therapy based on gene editing technology. It is designed to inactivate the TTR gene that encodes the transthyretin protein. As of Monday, more than 700 patients have been enrolled in the two trials in which Intellia has paused dosing, and over 450 have already been dosed with Nex-z.Shares of the company slumped 43% in the pre-market session at the time of writing. On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NTLA">NTLA stock</a> soared from ‘bearish’ to ‘bullish’ territory over the past 24 hours, while message volume increased from ‘low’ to ‘high’ levels.NTLA stock has more than doubled this year and gained about 57% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/bbio-stock-soars-after-experimental-drug-shows-improvement-in-inherited-muscle-disorder-in-late-stage-trial/cLG04ksR3Mm">BBIO Stock Soars After Experimental Drug Shows Improvement In Inherited Muscle Disorder In Late-stage Trial</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Intellia Therapeutics, building exterior and company sign, Cambridge, Massachusetts, USA. (Photo by: Spencer Grant/GHI/UCG/Universal Images Group via Getty Images)

Why Did NTLA Stock Tumble 43% Pre-Market Today?

Intellia said that it has temporarily paused patient dosing and screening for two of its late-stage trials for Nex-z.

Leerink lowered its price target on Rocket Pharmaceuticals (RCKT) to $7 from $9 on Friday, following the company's announcement that it has voluntarily withdrawn its application for the approval of Fanskya to the U.S. Food and Drug Administration for the treatment of Fanconi Anemia.The analyst kept a ‘Market Perform’ rating on the shares, according to TheFly. The new price target, however, implies a potential upside of approximately 118% from the stock’s closing price on Thursday.Rocket Pharma <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/ix?doc=/Archives/edgar/data/0001281895/000114036125037163/ef20056613_8k.htm">stated</a> in a filing with the Securities and Exchange Commission that the decision to withdraw the application for the gene therapy follows its decision to focus its resources on programs with the clearest regulatory and commercial pathways. The decision is based on business and strategic considerations and does not reflect concerns regarding the safety or efficacy profile of Fanskya or RP-L102, the company said.“Data generated to date continue to support that RP-L102 has been generally well tolerated, with no significant safety signals observed, and a risk-benefit profile that appears favorable,” it added.The company ceased internal investment in Fanskya in July 2025 and withdrew its application with the European Medicines Agency (EMA) as part of a pipeline prioritization and corporate reorganization plan. The company had then warned that FDA approval of Fanskya is no longer expected in 2026.The therapy was tested in the treatment of Fanconi Anemia, a rare, inherited disorder characterized by a failure of the bone marrow to produce enough blood cells, leading to symptoms like fatigue, bleeding, and infections, as well as physical abnormalities and a significantly increased risk of certain cancers. &nbsp;The company said on Friday that it will consider external partnership opportunities to advance Fanskya in the future. “Withdrawal of the BLA preserves Rocket’s ability to re-engage with regulators at a later date should there be an appropriate strategic or partnership pathway to sustainably progress the program,” it said.<a href="https://stocktwits.com/symbol/RCKT">Shares of RCKT</a> fell 2% at the time of writing. On Stocktwits, retail sentiment around RCKT remained within the ‘bearish’ territory while message volume remained at ‘low’ levels.<figure class="image"><img style="aspect-ratio:578/63;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_03_at_12_57_15_PM_png_0ff4527f20.webp" alt="RCKT's Sentiment Meter and Message Volume as of 12:57 p.m. ET on Oct. 03, 2025 | Source: Stocktwits" width="578" height="63"><figcaption>RCKT's Sentiment Meter and Message Volume as of 12:57 p.m. ET on Oct. 03, 2025 | Source: Stocktwits</figcaption></figure> In August, Rocket Pharma <a href="https://stocktwits.com/news-articles/markets/equity/why-is-rocket-pharma-stock-trading-higher/chsinTRRdhI">said</a> that the FDA had lifted the clinical hold on its mid-stage study of RP-A501 for the treatment of Danon disease. The hold, imposed roughly three months ago following the death of a patient in the trial, was lifted after Rocket satisfactorily addressed issues outlined in the clinical hold, the company said. The agency authorized the study to resume with an adjusted dose of the investigational gene therapy.RCKT stock is down by 75% this year.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alto-neuroscience-stock-soars-after-fda-grants-fast-track-designation-to-schizophrenia-drug/chCuoM8R3QK">Alto Neuroscience Stock Soars After FDA Grants Fast Track Designation To Schizophrenia Drug</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A sculpture depicting a DNA strand in front of the Lawrence Hall of Science at UC Berkeley on Saturday, March 31, 2018. (Photo By Paul Chinn/The San Francisco Chronicle via Getty Images)

Rocket Pharma Stock Gets A Price Target Cut After Withdrawing FDA Application For Rare Bone Marrow Disorder Gene Therapy

The company said that the decision is based on business and strategic considerations and does not reflect concerns regarding the safety or efficacy profile of Fanskya. 

Intellia Therapeutics (NTLA) shares received a price target revision from H.C. Wainwright on Friday, with analyst Mitchell Kapoor raising the target to $30 from $25, following the stock's 30% rally on Thursday.The analyst kept a ‘Buy’ rating on the shares. The new price target implies an 86% upside to the stock’s closing price on Thursday.Intellia <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.intelliatx.com/news-releases/news-release-details/intellia-therapeutics-completes-enrollment-global-phase-3-haelo">said</a> on Thursday that it has completed enrollment in the global late-stage HAELO study of Lonvoguran Ziclumeran (lonvo-z) for the treatment of hereditary angioedema. Data from the trial is expected to be released in the first half of 2026.According to Kapoor, the company’s nine-month enrollment completion in the pivotal late-stage trial shows the pull for a one-time therapy, as reported by TheFly.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NTLA">NTLA stock</a> jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘high’ to ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:578/64;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_19_at_8_00_44_AM_png_583e54e2a8.webp" alt="NTLA's Sentiment Meter and Message Volume as of 8:00 a.m. ET on Sept. 19, 2025 | Source: Stocktwits" width="578" height="64"><figcaption>NTLA's Sentiment Meter and Message Volume as of 8:00 a.m. ET on Sept. 19, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user sounded positive on the stock in the wake of the upcoming data from the study.<stembedurl>https://stocktwits.com/AdiKrononaut/message/629242354</stembedurl>Hereditary angioedema (HAE) is a rare, genetic disease characterized by severe, recurring, and unpredictable inflammatory attacks in various organs and tissues of the body, which can be painful, debilitating, and life-threatening. It is estimated that one in 50,000 people is affected by HAE, Intellia said.The company said on Thursday that it is on track to apply for approval of Ionvo-z in the second half of 2026 and plans a U.S. launch for the therapy in the first half of 2027.Intellia dosed the first patient in the study in January 2025. The trial is designed to evaluate the efficacy and safety of lonvo-z in at least 60 adults and adolescents aged 16 years and older with Type I or Type II HAE. Key endpoints for the study include the number of HAE attacks and the number of patients who achieve attack-free status from week five through week 28.INTL stock is up &nbsp;by 38% this year, but down by about 30% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/merck-says-ema-committee-adopted-two-positive-opinions-for-expanding-use-of-keytruda/chD3GzKR3Rp">Merck Says EMA Committee Adopted Two Positive Opinions For Expanding Use Of Cancer Drug Keytruda</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Intellia Therapeutics Stock Gets A Price Target Hike From HC Wainwright – Check Out The Details

The new price target of $30 implies an 86% upside to the stock’s closing price on Thursday. 

Summit Therapeutics (SMMT) shares were in the spotlight on Thursday after Guggenheim initiated coverage of the stock with a ‘Buy’ rating and a $40 price target.The price target represents a 70% upside from the stock’s closing price on Wednesday. SMMT stock has had a good run over the past year, nearly doubling in value.Guggenheim said that it liked Summit at $3 when the market was overlooking imminent data comparing progression-free survival with Summit’s Ivonescimab versus Merck's (MRK) blockbuster drug Pembrolizumab in lung cancer. Notably, the analyst said that they still like the stock at $24.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SMMT">SMMT stock</a> fell from ‘bullish’ to ‘neutral’ territory over the past 24 hours, &nbsp;while message volume stayed at ‘low’ levels.<figure class="image"><img style="aspect-ratio:585/62;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_04_at_11_41_23_AM_png_000895180e.webp" alt="SMMT's Sentiment Meter and Message Volume as of 11:41 a.m. ET on Sept. 4, 2025 | Source: Stocktwits" width="585" height="62"><figcaption>SMMT's Sentiment Meter and Message Volume as of 11:41 a.m. ET on Sept. 4, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user said they see sustained growth potential for the stock.<stembedurl>https://stocktwits.com/db59/message/627464707</stembedurl>Guggenheim stated that if Summit's two late-stage clinical trials, HARMONi-3 and HARMONi-7, evaluating Ivonescimab in non-small cell lung cancer (NSCLC) are successful on progression-free survival or overall survival endpoints in 2027-2028, it has high conviction that the stock still has multi-fold upside potential from today's near-$20 billion valuation.While progression-free survival (PFS) is the length of time a patient with a disease, such as cancer, lives with the disease without it getting worse, or dies, overall survival (OS) is the total length of time a patient lives from the point of diagnosis or the start of treatment until death.HARMONi-3 is intended to evaluate Ivonescimab combined with chemotherapy compared to Pembrolizumab combined with chemotherapy in patients with first-line metastatic, squamous and non-squamous NSCLC. HARMONi-7 is intended to evaluate Ivonescimab monotherapy compared to Pembrolizumab monotherapy in patients with first-line metastatic NSCLC whose tumors produce a high amount of the PD-L1 protein.SMMT stock is up 32% this year and approximately 96% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/agios-pharma-stock-slumps-but-company-remains-top-pick-for-analyst/chwdJJlRdYs">Agios Pharma Stock Slumped 15% Today But Company Remains Top Pick For This Analyst – Find Out More</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Summit Therapeutics company logo is seen on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Summit Therapeutics Gets A $40 Price Target From Guggenheim: Analyst Says It Likes The Stock At $24, Just Like It Did At $3

The price target of $40 represents an upside of 70% from the stock’s closing price on Wednesday.

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