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Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, Tradipitant, Trichostatin, and AQW051. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is trending after receiving FDA approval for BYSANTI (milsaperidone) to treat bipolar I disorder and schizophrenia, a new chemical entity with patent protection until 2044. The community is highly bullish, anticipating a significant re-rating, a potential short squeeze, and buyout speculation, with conversations also noting the long-term blockbuster potential of its Tradipitant pipeline.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

Crowdstrike is trending due to a broad cybersecurity sector sell-off, following Anthropic's launch of Claude Code Security, an AI tool for vulnerability management. While some fear AI disruption will compress valuations, many in the community contend the reaction is an overblown misunderstanding, arguing Claude's code scanning does not directly compete with Crowdstrike's core enterprise endpoint and cloud protection.

JFrog Ltd. engages in the provision of an end-to-end, hybrid, universal development operations platform that powers and controls the software supply chain, which enables organizations to continuously and securely deliver software updates across any system. It operates through the following geographical segments: United States, Israel, India, and Rest of World. The firm is also involved in creating software delivered without friction from developer to device. The company was founded by Frederic Simon, Shlomi Ben Haim, and Yoav Landman in 2008 and is headquartered in Sunnyvale, CA.

JFrog Ltd

JFrog (FROG) is trending after a sharp sell-off, impacting the broader cybersecurity sector, following Anthropic's release of Claude Code Security; however, the community widely questions if the market's reaction is an overdone misinterpretation of FROG's core software supply chain security value.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending as record-breaking battery swap numbers and increased institutional investment fuel optimism for upcoming profitability. The community is actively debating if perceived market manipulation, particularly around options expiration, is suppressing the stock from a significant breakout.

Braze, Inc. operates a customer relationship management platform for mobile applications. Its application combines messaging, audience segmentation, analytics and user support in a single integrated solution. The firm offers push notifications, email, in-app messages, and news feed services. The company was founded by Mark Ghermezian, William Magnuson, and Jonathan Hyman in 2011 and is headquartered in New York, NY.

Braze Inc - Ordinary Shares - Class A

Braze Inc

Braze Inc. is seeing significant community discussion following a strong Q2 earnings beat and raised full-year guidance, with investors debating its 'undervalued' status and strong cash position amidst the broader volatility in the software sector.

Akamai Technologies, Inc. engages in the provision of cloud services for delivering, optimizing, and securing content and business applications over the Internet. Its products include security, web performance, media delivery, and network operator. The company was founded by Frank T. Leighton, Jonathan Seelig, Randall S. Kaplan, and Daniel M. Lewin on August 20, 1998 and is headquartered in Cambridge, MA.

Akamai Technologies Inc

Akamai Technologies is trending after its latest earnings report, where a Q4 beat was overshadowed by higher capital expenditure projections for 2026 and a softer near-term earnings outlook, leading to community debate about whether these investments position the company for significant AI and cloud infrastructure growth or highlight challenges in the competitive edge computing and cybersecurity sectors.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscaler is trending as the cybersecurity sector grapples with the perceived disruptive potential of new AI security tools like Anthropic's Claude, sparking a polarized community debate between fears of replacement and strong arguments that ZS's zero-trust and cloud security platforms are essential and will be enhanced by AI, driving significant volatility.

Rich Sparkle Holdings Ltd. engages in the provision of financial printing and corporate services. The firm offers typesetting, proofreading, translation, design, and printing of listing documents, financial reports, fund documents, circulars, and announcements. It also delivers advisory services, such as conducting internal control assessment and environmental, social and governance performance evaluation, and other services including provision of co-working space. The company was founded in 2016 and is headquartered in Hong Kong.

Rich Sparkle Holdings Ltd.

Rich Sparkle Holdings Limited

Rich Sparkle Holdings (ANPA) is experiencing extreme volatility following its acquisition of TikTok icon Khaby Lame's core company in a substantial share deal and a private placement, igniting a heated community debate over its high valuation, low float, and potential for a massive short squeeze akin to other "Hong Kong" runners.

Blue Owl Capital, Inc. operates as an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions products. The company offers a platform of capital solutions to both middle market companies and large alternative asset managers. The company was founded by Doug Irving Ostrover, Michael Rees and Craig W.Packer in 2009 and is headquartered in New York, NY.

Blue Owl Capital Inc - Ordinary Shares - Class A

Blue Owl Capital is trending amidst a polarized market narrative: the firm is making significant inroads with major AI data center financings alongside Meta and Qatar, yet community discussion is dominated by concerns over reports of failed project funding for CoreWeave and changes to redemption policies for a retail fund, sparking broader apprehension about private credit liquidity.

Medical Properties Trust, Inc. is a self-advised real estate investment trust. It engages in the investment, acquisition, and development of net-leased healthcare facilities. Its property portfolio includes rehabilitation hospitals, long-term acute care hospitals, ambulatory surgery centers, hospitals for women and children, regional and community hospitals, medical office buildings, and other single-discipline facilities. The company was founded by Edward K. Aldag Jr., R. Steven Hamner, Emmett E. McLean, and William Gilliard McKenzie in 2003 and is headquartered in Birmingham, AL.

Medical Properties Trust Inc

Medical Properties Trust is trending after reporting a Q4 earnings beat, which is sparking community debate on its perceived undervaluation and the potential for a short squeeze, even as high interest expenses temper enthusiasm and prompt discussion about the REIT's turnaround prospects amidst broader market conditions.

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Is First Trust Consumer Discretionary AlphaDEX ETF (FXD) a Strong ETF Right Now?

<ul class="summary-bullets"><li>This amounts to about 22% stake in the sportswear company for Fairfax Financial.&nbsp;</li><li>Earlier, UBS analyst Jay Sole said that he believes in the company after the firm's annual global athletic wear survey reinforced that Under Armour is still one of the world's best-known and -liked athletic wear brands.&nbsp;</li><li>Shares of Under Armour went up more than 4% in Monday’s after market trading.</li></ul>Shares of Under Armour Inc. (UAA) went up more than 4% in Monday’s after hour trading after Fairfax Financial Holdings disclosed a considerable stake in the company.Fairfax Financial disclosed that it holds 41.9 million Class A Under Armour shares as of 30 Dec. 2025, according to an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/915191/000094787126000006/xslF345X05/ownership.xml">SEC filing</a>. This amounts to about 22% stake in the sportswear company.The disclosure comes even as the company has been working to revive its business. Most recently, the company parted ways with NBA star Stephen Curry, ending a partnership of more than a decade.<h2 class="st-heading-2">Street Calls</h2>Earlier, UBS analyst Jay Sole said that he believes in the company after the firm's annual global athletic wear survey reinforced that Under Armour is still one of the world's best-known and -liked athletic wear brands.The analyst said that it believes Investors are "materially" undervaluing the Under Armour brand name, as per TheFly. UBS also added that it believes Under Armour is a "turnaround stock" that will achieve a 25% annual earnings growth over the next five years.This growth will positively surprise the market, the firm said, adding that it believes improving North America sales growth will boost the stock's valuation. UBS maintained its ‘Buy’ rating on UAA shares with a price target of $8.Under Armour said earlier in 2025 that it expects a GAAP-adjusted operating loss of $56 million to $71 million in fiscal year 2026 versus its previous expectation of operating income of $19 million to $34 million. The company also forecasted an adjusted operating income of $95 million to $110 million, compared to the prior range of $90 million to $105 million.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around UAA stock remained in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_06_at_5_17_21_AM_png_0ef439b48c.webp" alt="UAA sentiment.png" width="1290" height="156"></figure>&nbsp;One user noted Fairfax Financial’s increased stake could be a strong indication that something &nbsp;really good is brewing for the company.<stembedurl>https://stocktwits.com/Tfukalis/message/640736306</stembedurl><a href="https://stocktwits.com/symbol/UAA">Shares of UAA</a> are down 36% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

Under Armour apparel is displayed at a Dick's Sporting Goods store on May 16, 2024 in Petaluma, California. (Photo by Justin Sullivan/Getty Images)

UAA Shares Climb On Fairfax Financial Stake Disclosure

Fairfax Financial disclosed that it holds 41.9 million Class A Under Armour shares as of 30 Dec. 2025, according to an SEC filing. 

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More Fed Rate Cuts in 2026? ETFs to Play the Opportunities

Softer inflation and dovish signals point to more 2026 rate cuts. These ETFs can help investors ride potential gains.

<ul class="summary-bullets"><li>The company projects FY26 adjusted EPS in the range of €1.90 to €2.05.</li><li>It estimates FY26 revenue in the range of €2.30 billion to €2.35 billion.</li><li>Birkenstock cited headwinds from currency translation and incremental tariffs on its projections.</li></ul>Birkenstock Holding (<a href="https://stocktwits.com/symbol/BIRK">BIRK</a>) shares tumbled nearly 12% in Thursday’s premarket after the company’s FY26 revenue and adjusted profit projections fell below analyst estimates, as tariff uncertainty weighs on demand. &nbsp;&nbsp;The company that largely makes its products in Germany has increased prices to mitigate the impact of Donald Trump’s 15% tariffs on EU imports, but continues to see muted sales growth as it joins a slew of consumer companies hurt by sweeping U.S. tariffs and elevated inflation.&nbsp;The German footwear company projected adjusted profit for FY26 in the range of €1.90 to €2.05 per share ($2.23 to $2.40), below analyst estimates of €2.09 per share, according to Fiscal.ai. It also projected a 100-basis-point hit to its annual gross margin due to the tariffs' impact.&nbsp;<h2 class="st-heading-2">Revenue Projections</h2>The company’s FY26 revenue estimate of €2.30 billion to €2.35 billion also fell below the €2.39 billion estimate. However, the company’s fourth quarter (Q4) revenue of €526 million edged above analyst estimates of €521 million, as tariff impact was somewhat cushioned by robust demand for its products.&nbsp;The company said it expects to invest in capital expenditures of €110 million to €130 million in 2026, well above the €85 million it invested in 2025 to expand production capacity.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, the retail sentiment around BIRK remained ‘extremely bullish’, and message volume remained ‘extremely high’. The stock was among the top 10 trending stocks on Stocktwits.<figure class="image"><img style="aspect-ratio:643/72;" src="https://news.stocktwits-cdn.com/Capture_1_PNG_a8c4c99ec1.webp" alt="On Stocktwits, the retail sentiment around BIRK remained ‘extremely bullish’, and message volume remained ‘extremely high’. " width="643" height="72"></figure>Shares in Birkenstock have fallen 19% so far in 2025.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.(Exchange Rate: €1 = $1.17) &nbsp;

Various Birkenstock shoes are displayed on shelves in a Birkenstock store on Ehrenstraße. Photo: Rolf Vennenbernd/dpa (Photo by Rolf Vennenbernd/picture alliance via Getty Images)

Birkenstock Stock Tumbles 12% Pre-Market After FY26 Projections Fail To Impress Investors

Birkenstock projected a muted sales growth for FY26, and its adjusted profit estimate came below analyst expectations, as U.S. tariffs continue to impact its business.  

Consumer Discretionary ETFs Set for a Comeback?

Kohl’s (KSS) shares jumped 13.5% at Thursday’s open following the release of first-quarter results that showed a significantly smaller loss than analysts had anticipated, and reaffirmed its full-year guidance.The department store chain reported a diluted loss per share of $0.13, narrower than the expected loss of $0.22, as per Koyfin data.&nbsp;Its revenue decreased 4.1% year-over-year (YoY) to $3.05 billion, missing Wall Street’s estimate of $3.06 billion by a whisker. Comparable sales were down 3.9% as compared to the previous year.&nbsp;“Our first quarter performance was ahead of our expectations, and the actions we are taking are starting to make progress with early signs of a positive impact,” said interim CEO Michael Bender, marking his quarterly earnings debut.Bender took over after Kohl’s fired former CEO Ashley Buchanan earlier this month, just four months into his tenure, for trying to steer business to his romantic partner, Chandra Holt. The company&nbsp;stated that Buchanan did not disclose the relationship as required by its ethics policy and deemed his actions&nbsp;to be cause for dismissal.During the first quarter (Q1), gross margin as a percentage of net sales rose by 37 basis points to 39.9%. Selling, general, and administrative (SG&amp;A) expenses declined 5.2% year-over-year to $1.2 billion, representing 36.0% of total revenue, a decrease of 32 basis points.Operating income increased to $60 million from $43 million in the prior year, equivalent to 1.9% of total revenue.&nbsp;The company reported a net loss of $15 million,&nbsp;an improvement from the $27 million net loss in the previous year. Inventory rose 2% YoY to $3.1 billion. Operating cash flow was negative $92 million.For the full year 2025, the company continues to expect net sales to decline between 5% and 7%, with comparable sales decreasing between 4% and 6%.&nbsp;Operating margin is projected to range from 2.2% to 2.6%, while diluted earnings per share are expected to fall between $0.10 and $0.60.&nbsp;Capital expenditures are forecasted to be between $400 million and $425 million.&nbsp;<a href="http://stocktwits.com/symbol/KSS">Kohl’s stock</a> has fallen 35% this year, and more than 65% over the past 12 months.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kopin-cfo-rich-sneider-to-retire-after-25-years/ch0AYq5RbtY">Kopin CFO Rich Sneider To Retire After 25 Years</a>

The Kohl'scorporate logo is displayed on a sign at their store on January 31, 2025 in San Diego, California. (Photo by Kevin Carter/Getty Images)

Kohl’s Stock Jumps On Q1 Earnings Beat, Reaffirmed Guidance

 For the full year 2025, the company continues to expect net sales to decline between 5% and 7%, with comparable sales decreasing between 4% and 6%. 

Carter's Inc (CRI) shares declined over 11% on Friday after the&nbsp;kids'&nbsp;apparel retailer posted lower quarterly revenue and profit and suspended its 2025 business forecast.The company said its move is influenced by the recent leadership transition and "significant uncertainty surrounding proposed new tariffs and potential related impact on the business."Carter's appointed Douglas Palladini, a former senior executive for VF Corp's (VFC) Vans brand, as CEO on April 3.For the fiscal first quarter ending&nbsp;March 29, Carter's said revenue declined to $629.8 million from $661.5 million a year earlier. However, it exceeded the $623.8 million analyst estimate from FactSet.Adjusted earnings were $0.66 per share, down from $1.04 a year earlier, but exceeded the estimate of $0.53.The company's annual revenue has declined over the last three years, weighed down by persistent inflation and elevated interest rates, which, among other things, have reduced consumer spending among families with young children.Carter's is one of North America's largest clothing brands for babies and young children. It sells under labels such as OshKosh B'gosh and Skip Hop and offers exclusive lines for major retailers: Just One You and Precious Firsts (Target), Child of Mine (Walmart), and Simple Joys (Amazon).It also operates over 1,000 self-owned stores in the U.S. and Canada.On Stocktwits, retail sentiment for Carter's was in the 'neutral' territory, with 'high' message volume.<figure class="image"><img style="aspect-ratio:812/189;" src="https://news.stocktwits-cdn.com/Screenshot_2025_04_28_at_9_13_53_AM_png_bd9528e7db.webp" alt="Screenshot 2025-04-28 at 9.13.53 AM.png" width="812" height="189"><figcaption>CRI sentiment and message volume as of April 27 | Source: Stocktwits</figcaption></figure>A user posted saying that withdrawing the guidance was a smart move on the company's part.<stembedurl>https://stocktwits.com/Justinian/message/612705112</stembedurl><a href="https://stocktwits.com/symbol/CRI">Shares of the company</a> are down 37.5% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A woman hangs up baby clothes at a trade fair stand. (Photo by Christoph Reichwein/picture alliance via Getty Images)

Carter's Stock Dives On Guidance Suspension, Poor Q1 Print — Retail Traders Watch Cautiously

Retail investors are waiting for the new chief executive's moves following his appointment earlier this month to revive the struggling business.

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