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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta's stock is trending due to concerns around increased spending and a one-time tax charge impacting earnings, sparking debate within the community about the company's future profitability. While some investors see this as a buying opportunity due to strong revenue growth and long-term AI investments, others worry about margin compression and the impact of increased capital expenditures. The conversation is focused on whether the recent drop is an overreaction or a sign of deeper issues within the tech giant.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending amid earnings anticipation, with community members closely watching for guidance on AI spending and Azure growth; some are concerned about high valuations and potential dips, while others remain bullish, citing stellar earnings and the potential for a stock split; institutions appear to be defining $541.55 as a critical price level.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARBB is trending with significant momentum, fueled by speculation of a potential short squeeze due to its low float. Community members are actively discussing its potential to mirror the moves of other low floaters like CMBM, with some anticipating a substantial gap up. Bullish sentiment is high, with some traders suggesting possible price targets, while others urge caution due to bot activity and potential pump and dump schemes.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle is trending due to concerns over same-store sales and demand after its recent earnings report, sparking community debate about the effectiveness of its marketing and pricing strategies. Some investors believe the selloff is an overreaction, highlighting the company's strong revenue and balance sheet, while others express concerns about declining customer traffic and competition. Discussions also include potential strategies like AI implementation and the impact of broader economic factors on consumer spending.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is trending due to a significant Q3 earnings miss and slashed guidance, sparking concerns about prior management's optimistic projections and a potential investigation for fraud. The community is debating whether the selloff is an overreaction and if a strong rebound is likely, with some eyeing a bounce while others express concern about the company's debt and leadership changes. Discussions also involve the possibility of a short squeeze and speculation about institutional investors stepping in.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is trending downwards as concerns mount regarding its exposure to subprime auto loans, highlighted by recent bankruptcies of lenders in the sector. The community is actively discussing the company's debt levels, insider selling, and potential accounting irregularities, questioning its high valuation amidst a challenging auto market. Some traders anticipate a continued decline, while others foresee a potential dead cat bounce due to earnings being released soon.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is trending as traders discuss its potential for a short squeeze amidst high short interest and upcoming earnings. Community members are also weighing the impact of potential rate cuts and recent partnerships. Some believe that a strong earnings report could drive the stock significantly higher, while others remain cautious due to broader concerns about the fintech sector.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet's stock is trending as investors anticipate a strong earnings report driven by AI and cloud growth; some are noting the company's resilience despite concerns around AI cannibalizing search revenues. Community discussions highlight Google's potential to reach a $4 trillion market cap, with many expressing bullish sentiment. The stock's recent performance and analyst upgrades are also fueling the conversation.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVDA is trending amid discussions about its valuation, growth potential, and relationship to the broader AI sector. Community members are weighing the impact of increased capital expenditure in the tech sector and potential shifts in US-China trade relations, especially regarding chip exports. Some traders are debating whether NVDA is overvalued and due for a correction, while others remain bullish due to strong demand for AI chips.

This is a legacy token commemorating the pseudonym Satoshi Nakamoto.

Satoshi Nakamoto

Satoshi Nakamoto ($SATOSHI) is trending as the community rallies around the narrative of "We are all Satoshi," viewing the token as the ultimate representation of crypto culture and a second chance to get in early on something monumental like Bitcoin. Many believe $SATOSHI embodies the spirit of the entire crypto space, with upcoming spaces on X generating excitement. The token is seen as a cultural phenomenon with limitless potential.

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GoodRx Launches New Hair Loss Subscription for Men to Simplify Access to Affordable Treatment

GoodRx (Nasdaq: GDRX), the leading platform for medication savings in the U.S., today announced the launch of a new subscription for hair loss treatment. Built for simplicity and transparency, GoodRx...

Bank of America Securities said GoodRx’s long-term outlook will depend on how it adapts to a rapidly evolving prescription drug market, as the Trump administration intensifies efforts to shift pricing away from list prices toward net prices.The firm maintained an ‘Underperform’ rating on GoodRx, saying “the popping of the gross-to-net bubble is a negative for GoodRx’s original business model.” It added that the company’s success will depend on how it navigates this “rapidly evolving market.”The bank’s research arm said it does not “have a strong view at this time” on the potential upside or downside from GoodRx’s reported discussions with the Trump administration about joining the new TrumpRx platform.&nbsp;The initiative, expected to launch next year, aims to let consumers buy brand-name drugs directly from pharmaceutical companies such as Pfizer and Amgen at negotiated insurer-level prices, according to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/us-pharmacies-drug-discounters-are-discussing-trumprx-role-with-administration-2025-10-09/">report</a>.The Trump administration is reportedly pressuring manufacturers and pharmacy benefit managers to abandon list pricing and expand U.S. manufacturing, with steep tariffs threatened for companies that fail to comply. TrumpRx was introduced at a White House event last week as part of that effort to help Americans access cheaper medications, though officials said details are still being finalized.GoodRx CEO Wendy Barnes said that the administration understands that “if we include the pharma direct programs, we also have to find a way to convey competitive cash pricing at retail pharmacies.”Industry groups such as the National Community Pharmacists Association and the National Association of Chain Drug Stores have also been in talks with officials about ensuring that the same discounted prices are available to consumers at local pharmacies.On Stocktwits, retail sentiment for GoodRX was ‘extremely bullish’ amid a 13,400% surge in 24-hour message volume.One user suggested the recent developments might reflect either management preparing for a major move or signaling an upcoming launch, noting the stock’s steady trend of higher highs and lows and arguing that low-cost healthcare offerings make sense in today’s market.&nbsp;<stembedurl>https://stocktwits.com/HOSTILE/message/631753526</stembedurl>Another user commented that investors should stay patient, expressing confidence that GoodRx would eventually strike a deal likely to attract millions of new customers, while adding that even a pullback to support levels would present limited downside risk.<stembedurl>https://stocktwits.com/GSTX7/message/631723527</stembedurl><a href="https://stocktwits.com/symbol/GDRX">GoodRX’s stock</a> has declined 0.2% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the GoodRx Holdings logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

GoodRx Stock Buzzes As TrumpRx Drug Pricing Shake-Up Draws BofA Warning On Core Business Model

BofA Securities said GoodRx’s future hinges on how it adapts to the Trump administration’s TrumpRx plan and the broader shift toward net drug pricing.

Equity

Hims & Hers Expands Personalized Care Access Via Telehealth Platform

HIMS expands its AI-powered telehealth platform, boosting personalized care and eyeing international growth in 2026.

GoodRx Announces Date for Third Quarter 2025 Earnings Release and Conference Call

GoodRx Holdings, Inc. (Nasdaq: GDRX) (GoodRx or the Company), the leading platform for medication savings in the U.S., today announced it will release its third quarter 2025 financial results after...

Amgen Unveils New DTC Program, Cuts Cholesterol Drug Price by 60%

AMGN rolls out AmgenNow, a direct-to-consumer program debuting with Repatha at a 60% lower price to boost patient access and affordability.

Amgen (AMGN) announced on Monday that eligible patients can access its drug Repatha at about a 60% discount from the current list price via its direct-to-patient program in the U.S.The program, called AmgenNow, follows the Trump Administration’s push to lower drug prices in the U.S. Repatha will be available through the platform at a monthly cost of $239, Amgen <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.prnewswire.com/news-releases/amgen-makes-repatha-available-through-amgennow-a-direct-to-patient-program-in-the-us-302575486.html">said</a>. The company noted that the program is open to all patients, including those who are uninsured or in high-deductible health plans or prefer to pay with cash or out of pocket.The company also noted that the new direct-to-patient price is the lowest among the economically developed countries and is being offered solely to U.S. patients.Amgen’s Repatha is indicated for lowering low-density lipoprotein cholesterol, commonly referred to as “bad” cholesterol.Shares of the company traded over 1% lower at the time of writing. On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AMGN">AMGN stock</a> stayed within the ‘bullish’ territory over the past 24 hours, while message volume fell from ‘high’ to ‘normal’ levels.Amgen announced on Monday that it intends to make its direct-to-consumer platform accessible via the TrumpRx website, which was announced by the President last week and is slated for launch next year. The site will enable American consumers to purchase prescription drugs from pharmaceutical companies at a discount.In the second quarter of 2025, Repatha sales increased 31% year-over-year to $696 million, driven by 36% volume growth. This represented nearly 7.6% of the company’s overall revenue in the period.The announcement comes on the heels of President Trump sending letters to 17 drugmakers, including Amgen, in July, demanding that they lower drug prices in the U.S. to levels comparable to those paid by other wealthy nations. Amgen announced on Monday that it would add other drugs to its AmgenNow platform.Separately, the medication savings platform GoodRx (GDRX) also said on Monday that patients can use the platform to access Repatha for $239 at more than 70,000 pharmacies U.S.-wide.AMGN stock is up by 14% this year but down by about 7% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-listed-nyxoah-shares-soar-on-first-genio-system-implants-in-patients-with-sleep-disorder/ch6R4LYR3g1">US-Listed Nyxoah Shares Soar On First Genio System Implants In Patients With Sleep Disorder</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The company logo and the lettering of the biotechnology company Amgen can be seen on the facade of the company's headquarters in Munich (Bavaria) on January 14, 2025. Photo: Matthias Balk/dpa (Photo by Matthias Balk/picture alliance via Getty Images)

Amgen To Sell Cholesterol Drug For Approximately 60% Discount 

Patients can purchase Repatha at a discount through Amgen’s direct-to-patient program, AmgenNow. 

Hims & Hers Expands AI and Technology Focus to Advance Digital Care

HIMS boosts AI investment and appoints a new CTO as it advances personalized, technology-driven digital healthcare at scale.

U.S. equities edged lower in Monday’s midday trade as investors turned cautious ahead of Federal Reserve Chair Jerome Powell’s speech at the Jackson Hole symposium on Friday.The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which mirrors the S&amp;P 500 index, was down 0.08% at the time of writing, while the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ), which mirrors the Nasdaq, fell 0.19%.Here are the top stocks making the biggest moves in Monday’s midday trade:<a href="https://stocktwits.com/symbol/DAY">Dayforce Inc. (DAY)</a>Dayforce shares skyrocketed 26% in Monday’s midday trade after&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/thoma-bravo-eyes-takeover-of-hr-software-firm-dayforce-report/chsaxunRdQJ">reports</a> suggested that private equity firm Thoma Bravo is in talks to acquire the human resources firm.<a href="https://stocktwits.com/symbol/DAY">DAY stock</a> is down 8% year-to-date.<a href="https://stocktwits.com/symbol/APLD">Applied Digital Corp. (APLD)</a>Applied Digital shares gained over 14% in Monday’s midday trade after it&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/this-data-center-stock-doubled-in-2025/chsOWqERdX9">announced</a> plans to begin construction of its next-generation $3 billion AI campus, Polaris Forge 2, in September.<a href="https://stocktwits.com/symbol/APLD">APLD stock</a> is up 111% year-to-date.<a href="https://stocktwits.com/symbol/GDRX">GoodRx Holdings Inc. (GDRX)</a>GoodRx shares surged over 35% in Monday’s midday trade after Novo Nordisk&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/novo-nordisk-cuts-ozempic-cost-to-499-dollars-per-month-for-self-paying-patients/chsOfKDRdXE">announced</a> a collaboration with the drug savings platform to provide self-paying eligible type 2 diabetes patients with access to Ozempic at $499.<a href="https://stocktwits.com/symbol/GDRX">GDRX stock</a> is up 8% year-to-date.<a href="https://stocktwits.com/symbol/FSLR">First Solar Inc. (FSLR)</a>First Solar shares surged nearly 9% in Monday’s midday trade as investors cheered the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/solar-incentives-treasury-clears-the-air-fslr-run-enph-nee-stocks-in-focus/chsOJX1RdQy">clarity offered</a> by the U.S. Treasury Department and the Internal Revenue Service regarding wind and solar incentives. Shares of other clean energy companies, like SolarEdge Technologies Inc. (SEDG), Sunrun Inc. (RUN), Enphase Energy Inc. (ENPH), and NextEra Energy Inc. (NEE), also rose.<a href="https://stocktwits.com/symbol/FSLR">FSLR stock</a> is up 23% year-to-date.<a href="https://stocktwits.com/symbol/WULF">TeraWulf Inc. (WULF)</a>TeraWulf shares surged more than 11% in Monday’s midday trade after the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/terawulf-launches-400-million-convertible-note-offering/chsO7yLRdQx">announced</a> plans to raise $400 million through a private offering of convertible senior notes due in 2031. Alphabet Inc.’s (GOOG/GOOGL) Google also extended its backstop to $3.2 billion from $1.8 billion, with its stake in the company increasing to nearly 14%.<a href="https://stocktwits.com/symbol/WULF">WULF stock</a> is up 76% year-to-date.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jpmorgan-warns-investors-be-prepared-goldilocks-dominating-equity-markets/chsOiYdRdXg">JPMorgan Warns Investors To Brace For Incoming Volatility, Says ‘Goldilocks’ Narrative Still Dominating Markets: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A bull statue and a bear statue stand outside the Frankfurt Stock Exchange on April 7, 2025 in Frankfurt, Germany

Dayforce, Applied Digital, GoodRx, First Solar, TeraWulf: Stocks Making The Biggest Moves Today

Dayforce shares skyrocketed 26% in Monday’s midday trade after reports suggested that private equity firm Thoma Bravo is in talks to acquire the human resources firm.

Danish drugmaker Novo Nordisk (NVO) has announced that it will allow self-paying eligible type 2 diabetes patients access to its Ozempic for $499 per month starting Monday via multiple platforms, including drug savings platform GoodRx (GDRX).The new offer aims to assist Type 2 diabetes patients who are uninsured or choose to self-pay, and may potentially face prices at or above wholesale cost. The offer will also be available through the company’s online pharmacy, NovoCare, as well as the drug’s official website.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/news-articles/markets/equity/novo-nordisk-slashes-full-year-guidance/cho9UwAR5yE">NVO</a> jumped from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume remained at ‘normal’ levels. Shares of the company traded 5% higher on Monday morning at the time of writing.The offer comes as the company battles the compounding of its blockbuster medicines. Last month, Novo lowered its full-year 2025 outlook, citing lower growth expectations for its blockbuster weight loss drug Wegovy and Ozempic for the second half of the year. While the U.S. Food and Drug Administration has prohibited mass compounding for the active component in Wegovy and Ozempic called Semaglutide, unsafe and unlawful mass compounding has continued, the company said, citing its market research.“We believe that if even a single patient feels the need to turn to potentially unsafe and unapproved knockoff alternatives, that's one too many. This is why we felt it was important to make Ozempic, the GLP-1 with the broadest range of FDA-approved indications for adults with type 2 diabetes, more affordable to those without insurance who deserve the real thing," <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.novonordisk-us.com/media/news-archive/news-details.html?id=916418">said</a> Dave Moore, Executive Vice President, U.S. Operations of Novo Nordisk Inc.As part of Novo’s collaboration with GoodRx, self-paying patients can get all strengths of both Wegovy and Ozempic for $499 per month through the GoodRx platform. Eligible patients can use GoodRx to self-pay for Ozempic and Wegovy pens for $499 per month at over 70,000 retail pharmacies nationwide, the company <a target="_blank" rel="noopener noreferrer nofollow" href="https://investors.goodrx.com/news-releases/news-release-details/goodrx-announces-collaboration-novo-nordisk-expand-access">said</a>. Shares of <a href="https://stocktwits.com/symbol/GDRX">GDRX </a>traded 31% higher following the news.While NVO stock is down by 37% this year, GDRX is up by 5%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/lakeshore-biopharma-got-an-acquisition-proposal-from-oceanpine-capital/chsO9ANRdXT">LakeShore Biopharma Just Got An Acquisition Proposal From Oceanpine Capital: More Details Inside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Novo Nordisk logo is displayed on a smartphone with stock market percentages in the background. (Photo Illustration by Omar Marques/SOPA Images/LightRocket via Getty Images)

Novo Nordisk Stock Surges After Pharma Major Cuts Ozempic Cost to $499 Per Month For Self-Paying Patients

The new offer aims to assist Type 2 diabetes patients who are uninsured or choose to self-pay, and may potentially face prices at or above wholesale cost.

Compared to Estimates, GoodRx (GDRX) Q2 Earnings: A Look at Key Metrics

The headline numbers for GoodRx (GDRX) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

GoodRx Holdings, Inc. engages in the business of a consumer-focused digital healthcare platform. The firm offers consumers free access to transparent and lower prices for brand and generic medications, affordable and convenient medical provider consultations via telehealth, and comprehensive healthcare research and information. The company was founded by Trevor Bezdek and Douglas Joseph Hirsch in September 2011 and is headquartered in Santa Monica, CA.

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GoodRx Holdings Inc

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