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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is trending as investors aggressively rotate into CPU-related AI plays following positive sector sentiment and optimistic analyst upgrades. The community is sharply divided, with bulls pointing to long-term secular growth and infrastructure dominance while bearish traders voice concerns over extreme valuation multiples, extended RSI levels, and the sustainability of this rapid parabolic move.

Dumb SEND IT

Dumb SEND IT ($DSIT) is gaining significant traction as a community-driven meme project that emphasizes rapid, collective "sending" to build momentum toward its market cap goals. The community is heavily focused on HODLing through volatility, active promotion to onboard new degens, and community-wide airdrops to reward early supporters as they aim to hit key milestones.

Intellia Therapeutics, Inc. is a clinical stage genome editing company, which engages in the development of curative therapeutics using the CRISPR/Cas9 system. Its CRISPR/Cas9 system transforms medicine by both producing therapeutics that permanently edit and/or correct disease-associated genes in the human body with a single treatment course, and creates engineered cells that can treat oncological and immunological diseases. The company was founded by Andrew May, Luciano Marraffini, Rodolphe Barrangou, Nessan Bermingham, Rachel Haurwitz, Erik Sontheimer, Jennifer Doudna, and Derrick Rossi in May 2014 and is headquartered in Cambridge, MA.

Intellia Therapeutics Inc

Intellia Therapeutics is currently surging due to the FDA lifting the clinical hold on its Phase 3 MAGNITUDE trial, signaling a significant derisking of its CRISPR-based heart disease therapy. Community discussion is dominated by bullish sentiment regarding the potential for a major short squeeze, as participants highlight the stock's high short interest and the significant valuation gap remaining since the trial's original halt.

"What's Updog?" is a Community Led token.

UpDog

UpDog is capturing attention through a combination of sustained community momentum, aggressive whale accumulation, and successful organic growth efforts that have kept the token trending. Investors are actively discussing the project's multi-year history on Solana and its presence on the Jupiter strict list, with many looking for the next major leg up in its market trajectory.

Terra is a decentralized financial payment network that rebuilds the traditional payment stack on the blockchain. Luna is the reserve currency of the Terra platform. It has three core functions: i) mine Terra transactions through staking, ii) ensure the price stability of Terra stablecoins and iii) provide incentives for the platform’s blockchain validators.

Terra Luna Classic

Terra Luna Classic is experiencing heightened market attention as community members speculate on potential supply burns and project revivals while actively monitoring upcoming clarity legislation. Investors are engaging in spirited discussions regarding the token's long-term utility, with many holding positions in anticipation of a significant price reversal.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending as a major retail and momentum favorite, fueled by significant investor enthusiasm over potential partnerships with hyperscalers and its role in AI data center infrastructure. The community is heavily focused on a potential short squeeze, given the intense trading volume and reports of restricted share availability, while debates persist between optimistic long-term holders and bearish concerns regarding the company's current revenue levels.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing a historic surge, fueled by an earnings beat that shifted investor sentiment on the role of CPUs in AI infrastructure and triggered a massive short squeeze. The community is actively debating the sustainability of this parabolic move, with many traders watching closely for a potential pullback while bulls point to new foundry partnerships and deep-pocketed institutional backing as evidence of a long-term turnaround.

Atomera, Inc. engages in the development, commercialization, and licensing of proprietary processes and technologies for the semiconductor industry. It developed Mears Silicon Technology, which increases performance and power efficiency in semiconductor transistors. The company was founded by Robert Mears on November 26, 2001 and is headquartered in Los Gatos, CA.

Atomera Inc

Atomera Inc. is trending as investors aggressively speculate on imminent partnership announcements following a series of technical advancements in semiconductor materials. Community sentiment is deeply divided between long-term supporters anticipating a major licensing breakthrough and vocal critics expressing skepticism over the firm's long-standing lack of commercial revenue.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is seeing heightened investor attention as the semiconductor sector navigates the complex intersection of AI-driven demand and supply-side constraints. Community discussions are centered on the company's long-term potential in edge AI and automotive markets versus short-term concerns regarding memory shortages and shifting handset industry dynamics.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing a massive rally driven by insatiable AI data center demand for high-performance NAND flash memory and anticipation surrounding its upcoming earnings. The community is actively tracking a potential stock split, while retail investors remain locked in a heated debate between holding for further parabolic gains and betting on an inevitable correction.

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<ul class="summary-bullets"><li>NCNO sees total revenues between $154.5 million and $156.5 million for its first quarter ending April 30.</li><li>As of January 31, 2026, cash, cash equivalents, and restricted cash at NCNO were $88.7 million and $213.5 million was outstanding under nCino’s revolving credit facility.</li><li>Adjusted net income attributable to nCino in the fourth quarter of fiscal 2026 was $0.37 per diluted share, above Wall Street projections of $0.21 per share.&nbsp;</li></ul><p>nCino (NCNO) shares jumped more than 19% on Tuesday after it reported higher fourth quarter earnings helped by record gross Annual Contract Value (ACV) bookings.&nbsp;</p><p>The company who provides cloud-based software applications for financial institutions reported total revenues for the fourth quarter of fiscal 2026 of $149.7 million, a 6% increase from $141.4 million in the fourth quarter of fiscal 2025. Analysts expected revenue to be at $147.9 million, as per data from Stocktwits.&nbsp;</p><p>Its subscription revenues for the fourth quarter of fiscal 2026 were $133.4 million, up from $125.0 million one year ago, an increase of 7%.</p><p>Adjusted net income attributable to nCino in the fourth quarter of fiscal 2026 was $0.37 per diluted share compared to $0.19 per diluted share in the year-ago quarter. It was also well above Wall Street projections of $0.21 per share.&nbsp;</p><p>As of January 31, 2026, cash, cash equivalents, and restricted cash at NCNO were $88.7 million and $213.5 million was outstanding under nCino’s revolving credit facility.</p><p>“Fiscal 2026 was a landmark year for nCino, with both the fourth quarter and full fiscal year marking company records for gross ACV bookings, and we again exceeded financial guidance across all revenue and profitability metrics,” said Sean Desmond, Chief Executive Officer at nCino. “Our success this year reflects strong global sales execution, accelerating demand for our industry-focused AI capabilities, and the confidence our customers place in nCino as their long-term technology partner.”</p><h2 class="st-heading-2">Outlook</h2><p>NCNO sees total revenues between $154.5 million and $156.5 million for its first quarter ending April 30. It expects adjusted operating income to be between $38.0 million and $40.0 million.&nbsp;</p><p>For its full year ending Jan. 31, the firm expects total revenues between $639.0 million and $643.0 million and subscription revenues between $569.0 million and $573.0 million.&nbsp;</p><h2 class="st-heading-2">Retail Reaction</h2><p>Retail reaction around NCNO stock trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;</p><p>Shares in the company have fallen 42% so far this year.&nbsp;</p>

In this photo illustration, the nCino company logo is seen displayed on a smartphone screen.

NCNO Stock Rallies More Than 19% After Hours – Here’s Why

The company reported total revenues for the fourth quarter of fiscal 2026 were $149.7 million, a 6% increase year-over-year.

Equity

The company reported total revenues for the fourth quarter of fiscal 2026 were $149.7 million, a 6% increase year-over-year.


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<ul class="summary-bullets"><li>The AI framework also calls on Congress to ensure that residential ratepayers do not experience increased electricity costs as a result of new AI data center construction and operation.</li><li>This would be in accordance with the Ratepayer Protection Pledge announced earlier this month.</li><li>President Donald Trump had called on hyperscalers and AI companies to build, bring in, or buy all the energy needed to build and operate data centers, paying the full cost of their energy and infrastructure.</li></ul><p>The Trump administration on Friday unveiled a comprehensive AI framework aimed at consolidating federal regulations, while urging Congress to overrule “undue burdens” imposed by state laws.</p><p>“The Trump Administration is committed to winning the AI race to usher in a new era of human flourishing, economic competitiveness, and national security for the American people,” the White House stated, adding that achieving these goals requires a framework that enables American industry to innovate and thrive, while allowing Americans to benefit from this technology.</p><p>The six-pronged approach taken by the Trump administration in the AI framework centers on protecting children, communities, intellectual property rights, and free speech, while enabling innovation and developing an AI-ready workforce.</p><p>“This framework can succeed only if it is applied uniformly across the United States. A patchwork of conflicting state laws would undermine American innovation and our ability to lead in the global AI race,” the White House stated.</p><h2 class="st-heading-2">AI Framework Calls For Keeping Power Prices In Check</h2><p>The AI framework also calls on Congress to ensure that residential ratepayers do not experience increased electricity costs as a result of new AI data center construction and operation.</p><p>This would be in accordance with the Ratepayer Protection Pledge announced earlier this month. President Donald Trump had called on hyperscalers and AI companies to build, bring in, or buy all the energy needed to build and operate data centers, paying the full cost of their energy and infrastructure.</p><h2 class="st-heading-2">White House Wants To Codify AI Framework Into Law In 2026, Says Kratsios</h2><p>White House Office of Science and Technology Policy Director Michael Kratsios said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.foxnews.com/politics/white-house-unveils-its-first-federal-ai-framework-pushes-congress-act-this-year">interview</a> with Fox News that the Trump administration wants to codify the AI framework into law this year.</p><p>“This year. As fast as we can. Congress has a lot of priorities they’re trying to make happen, but we believe this can receive bipartisan support,” he said.</p><p>White House’s AI and crypto czar David Sacks stated that the AI framework is in response to a growing patchwork of different regulatory guidelines being announced by states.</p><p>At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) was down 1.11%; the&nbsp;<a href="https://stocktwits.com/symbol/IYW">iShares U.S. Technology ETF (IYW)</a> declined 1.4%, and the&nbsp;<a href="https://stocktwits.com/symbol/FTEC">Fidelity MSCI Information Technology Index ETF (FTEC)</a> was down 1.37%.</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/umac-stock-falling-today-unusual-machines-pricing-of-public-offering/cZ3XATQRILi"><strong>Why Is UMAC Stock Down 9% In Today’s Pre-Market?</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

President Trump signed executive orders which included the renaming of the Department of Defense to the Department of War. (Photo by Kevin Dietsch/Getty Images)

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<ul class="summary-bullets"><li>The rise in revenue was helped by strong growth in the software and professional services segments.</li><li>Blend Labs’ adjusted diluted net income per share was break-even ($0.00) in both the fourth quarter of 2025 and the same period last year.</li><li>The company said it expects first quarter revenue for 2026 in the range of $28.5 million to $30 million, which was below Wall Street expectations of $31.5 million.&nbsp;</li></ul><p>Blend Labs shares rallied nearly 9% in extended hours of trading on Tuesday after it posted an upbeat fourth quarter result that cheered investors.</p><p>The company posted fourth quarter revenue of $32.4 million, an increase of 7% compared to the fourth quarter of 2024.&nbsp; Analysts on average had expected the revenue of $31.78 million, as per data from fiscal.ai.</p><p>The rise in revenue was helped by strong growth in the software and professional services segment. Software platform revenue was $30.3 million, up 10% year-over-year, and Professional services revenue was $2.1 million compared to $2.5 million in the fourth quarter of 2024.</p><h2 class="st-heading-2">More Details</h2><p>Blend Labs’ adjusted diluted net income from continuing operations attributable to common stockholders per share was break-even ($0.00) in both the fourth quarter of 2025 and the same period last year.</p><p>The company repurchased 5.1 million shares in the fourth quarter for more than $15 million, bringing the year-to-date total to $25 million.</p><h2 class="st-heading-2">Outlook</h2><p>The company said it expects first quarter revenue for 2026 in the range of $28.5 million to $30 million, which was below Wall Street expectations of $31.5 million.&nbsp;</p><p>Blend's first quarter 2026 guidance reflects certain assumptions and expectations related to U.S. aggregate industry mortgage originations. “Our first quarter 2026 market size expectation is 1.10 million to 1.20 million units. For the second quarter of 2026 we expect a sequential volume increase, in line with normal seasonal patterns. Our current expectation for the second quarter of 2026 is 1.50 to 1.60 million units,” the company said in its earnings release.&nbsp;</p><p>"What excites me most going into 2026 is not just our growing roster of customers — it's what we're now able to offer them. Blend Autopilot, our new AI agent, is already live with large customers and is attacking the $11,000 cost-to-originate head-on,” said Nima Ghamsari, Co-founder and Head of Blend.</p><h2 class="st-heading-2">Retail Reaction</h2><p>Retail sentiment around BLND trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;</p><p>Shares in the company have fallen nearly 46% year-to-date.&nbsp;</p>

Blend Labs repurchased 5.1 million shares in the fourth quarter for more than $15 million, bringing the year-to-date total to $25 million.

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