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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 is trending after Novo Nordisk filed a lawsuit for alleged patent infringement over its compounded GLP-1 medications, intensifying regulatory pressure from the FDA and DOJ following the company's withdrawal of its oral semaglutide pill. The community is sharply divided between those who see this as a terminal blow to a "copycat" business model and others who view the sell-off as an overreaction, creating a potential "buy the dip" or "short squeeze" opportunity against big pharma.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

ELF Beauty is trending after strong earnings and raised guidance were overshadowed by a market reaction many attribute to a recent Super Bowl commercial. The community is actively discussing this perceived overreaction, with many viewing the subsequent dip as a compelling buying opportunity.

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl Holdings is trending due to reports of an SEC review into its accounting practices and the abrupt departures of its CFO and General Counsel, triggering a steep sell-off driven by concerns over financial integrity; however, a vocal part of the community views the severe decline as an oversold opportunity for a rebound.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean is trending due to its significant all-stock acquisition of Valaris, a move the community largely views as a transformative consolidation poised to enhance market leadership and pricing discipline in the offshore drilling sector. Many anticipate the deal will accelerate debt reduction and position the combined entity for an emerging industry upcycle, though some investors are questioning its immediate impact on existing debt and asset strategy.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is trending after its latest earnings report revealed a revenue miss and net loss, prompting a significant share price drop. Despite an adjusted EPS beat, the community is divided between investors highlighting management's optimistic outlook for 2026, including improving market conditions and strategic partnerships, and skeptics pointing to a history of underperformance and uncertainty around future growth.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum (LITE) is currently trending due to a significant earnings beat and exceptionally strong guidance, fueled by robust demand for its optical components essential for AI data center infrastructure. The community is polarized, with bulls highlighting the company's critical role in the AI build-out and massive analyst upgrades, while bears warn of extreme overvaluation and an inevitable market correction.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as the community highlights significant commitments from Tether for advertising and cloud spending, alongside its strategic acquisition of Northern Data, positioning it as a key AI cloud infrastructure player. Discussion is also centering on record-high short interest and the potential for a short squeeze, further amplified by the return of prominent content creators.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

Monday.com is trending following a mixed earnings report where strong Q4 results were overshadowed by conservative forward guidance, leading to a significant stock decline. This has sparked intense community debate, with some investors viewing the dip as an extreme overreaction and a buying opportunity, while others express concerns about the company's future growth and its position within the competitive software sector amidst rising AI advancements.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending as its massive $200 billion capital expenditure plan for 2026, primarily for AI infrastructure and AWS, is being re-evaluated by the community from an initial concern to a strategic long-term growth investment. This shift in perspective, backed by strong AWS performance and broader industry comments on sustainable AI demand, is driving significant discussion and buying interest.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is trending due to renewed bullish sentiment, sparked by reports highlighting its leadership in autonomous AI agent security through its Prompt Security acquisition, which contrasts sharply with widespread community frustration over the stock's persistent undervaluation and multi-year lows despite robust growth and improving profitability.

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ETFs in Spotlight as Intel Beats Q3 Earnings on Lower Restructuring Costs

INTC's Q3 beat, aided by lower restructuring costs and rising AI demand, is putting ETFs like FTXL and FPEI with massive exposure to the chipmaker in focus.  


ETFs in Focus on Intel's Disappointing Q2 Results, Upbeat View 

INTC slumps after Q2 miss despite strong guidance. ETFs like FEPI, VLUE, SOXX and SOXQ are most exposed to the chipmaker's next move.

Cornelis Networks, backed by chip maker Intel Corporation (INTC) has launched its CN5000 Omni-Path networking platform, built to meet the increasing requirements of artificial intelligence (AI) and high-performance computing (HPC) systems.&nbsp;The solution is intended to accelerate data movement and minimize delays across expansive computing infrastructures.The CN5000 is built to accommodate installations involving as many as 500,000 endpoints, making it a scalable choice for large-scale AI and HPC systems.Featuring a 400 Gbps interconnect, the networking chip is equipped to handle compute-intensive workloads.&nbsp;Its architecture comprises SuperNIC network accelerator, switching hardware, and an open-source software suite, which are designed to maximize speed and operational efficiency."Networking should do more than just move data quickly – it should unlock the full potential of every compute cycle," said Cornelis CEO, Lisa Spelman.&nbsp;The CN5000’s features include intelligent traffic management, in which it leverages telemetry-driven adaptive routing to prevent network congestion.The chip is capable of connecting up to 330,000 nodes within one cluster to meet the demands of large-scale AI and HPC systems.It also offers sub-microsecond latency and supports up to 1.2 billion messages per second for rapid data flow.&nbsp;The CN5000&nbsp;integrates with GPUs, CPUs, and chips from major vendors like AMD, Intel, and NVIDIA, enabling flexible system configurations.Initial shipments of the CN5000, including deployments for the U.S. Department of Energy, are scheduled to begin in the third quarter of 2025.&nbsp;Cornelis plans to introduce the CN6000 and CN7000 models, which will offer improved capabilities and align with emerging Ethernet technologies.On Stocktwits, retail sentiment around Intel changed to ‘bullish’ from ‘neutral’ the previous day.<figure class="image"><img style="aspect-ratio:642/73;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_03_122505_png_f8b08160ce.webp" alt="INTC's Sentiment Meter and Message Volume as of 12:20 p.m. ET on June 3, 2025 | Source: Stocktwits" width="642" height="73"><figcaption>INTC's Sentiment Meter and Message Volume as of 12:20 p.m. ET on June 3, 2025 | Source: Stocktwits</figcaption></figure>Intel stock has risen over 1% year-to-date and has lost 33% in the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mara-stock-rises-as-bitcoin-production-soars-in-may/chkraZARbvF">MARA Stock Rises As Bitcoin Production Soars in May, But Extreme Pessimism Grips Retail Crowd</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An employee works on the intelligent production line of DPC ceramic substrate at a factory on May 8, 2025 in Jinhua, Zhejiang Province of China. 

Intel-Backed Cornelis Networks Launches Chip To Boost AI and HPC Performance

The solution is intended to accelerate data movement and minimize delays across expansive computing infrastructures.

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The solution is intended to accelerate data movement and minimize delays across expansive computing infrastructures.


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