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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs strong Q3 results and outlook for expanding its AI-compute business, reinforced by a wave of analyst upgrades, are driving the rally. Bulls also point to possible Tesla merger discussions, while skeptics question the valuation and capital spending and flag a major share unlock as a potential source of selling pressure.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strives upsized SATS preferred-stock offering and its use to finance further Bitcoin accumulation are driving discussion, alongside reports of additional BTC purchases. Bulls see the preferred funding and growing treasury as supportive, while skeptics warn that the high dividend obligations and senior claims could weigh on common shareholders.

Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

Skydances distribution of separately traded warrants has dominated discussion, as the shares fell sharply on the ex-warrant date and many traders debated how much of the move reflected the mechanical separation versus additional selling and confusion over broker handling. Reactions are split between holders who view the combined shares-and-warrants value as largely intact and skeptics focused on the companys heavy debt and dilution risk.

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 shares are under pressure after softer next-quarter guidance and a reduced advertising outlook overshadowed an earnings beat, with analyst downgrades and target cuts adding to concerns about slowing growth and competition. Traders are divided between viewing the selloff as an overreaction and buying the dip, or expecting further weakness amid doubts about the companys growth prospects.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

IEPs steep decline and new lows are driving discussion, with investors questioning the sustainability of its distribution amid losses, dilution and concerns about Icahn Enterprises performance. Bulls point to the value of its CVR Energy stake and high short interest as potential supports, while skeptics argue those factors have yet to offset the partnerships broader weakness.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JDs quarterly results and the sharp selloff that followed dominate discussion, despite some traders viewing profitability and cash-flow trends as encouraging. The debate centers on whether weaker revenue reflects soft Chinese consumer demand and justifies the decline, or whether the market is overlooking improving margins and shareholder returns.

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

Metas quarterly earnings are the main focus, especially whether AI spending will keep rising and whether Muse and AI investments can support growth. Bullish traders expect strong AI and advertising momentum, while skeptics worry about heavy capital spending, pressure on cash flow, and a negative reaction even if results are solid.

Six Flags Entertainment Corp. engages in operating amusement parks in North America. It operates amusement parks, water parks, and resorts. The company is headquartered in Charlotte, NC.

Six Flags Entertainment Corp.

Six Flags Entertainment Corp

A fatal rider accident at Six Flags Over Georgia, followed by precautionary coaster closures as the investigation continues, is driving concern about safety, attendance and potential legal exposure. Traders are also weighing analyst target cuts and the companys heavy debt against hopes the incidents impact will fade and the business can recover.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

Uniteds quarterly results and sharply weaker fourth-quarter profit outlook have put fuel costs and margin pressure at the center of the discussion, despite record revenue and resilient travel demand. Traders are split between seeing the share rebound as evidence of buying support and worrying that elevated jet-fuel costs will keep weighing on profits.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is drawing attention ahead of its upcoming earnings report after a prolonged selloff in semiconductor-equipment stocks. Traders are split between buying the pullback on expectations for strong AI- and memory-driven demand and worrying that high expectations, guidance, and weak technical momentum could keep shares under pressure.

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Why Is GEV Stock Drawing Investor Attention Today?

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GE Vernova now expects 2026 revenue of $44–$45 billion, up from $41–$42 billion, and lifted its 2028 revenue target to $56 billion from $52 billion.

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<ul class="summary-bullets"><li>For Q4 2025, GE Vernova reported a better-than-expected revenue of $10.96 billion</li><li>Net income came in at $3.7 billion, supported by a $2.9 billion tax benefit.</li><li>China Renaissance initiated stock coverage with a ‘Buy’ rating and a price target of $966.</li></ul>GE Vernova (GEV) on Wednesday raised its full-year 2026 and 2028 revenue guidance, following regulatory approval for the acquisition of Prolec GE, which is expected to close on Feb. 2, 2026.For FY 2026, the company now forecasts revenue of $44 billion to $45 billion, up from $41 billion to $42 billion, with an adjusted earnings before interest, tax, depreciation, and amortization (EBITDA) margin of 11% to 13%.&nbsp;Segment-wise, Power is expected to deliver 16% to 18% organic revenue growth with margins of 16% to 18%. Wind revenue is projected to decline at a low double-digit rate, with an EBITDA loss of around $400 million, while Electrification revenue is seen at $13.5 billion to $14 billion, including roughly $3 billion from Prolec GE.Looking ahead to FY2028, the company now targets $56 billion in revenue, up from the $52 billion it had forecast earlier.<h2 class="st-heading-2">Q4 Results</h2>For Q4 2025, GE Vernova reported revenue of $10.96 billion, up 4%, and above Wall Street estimates of $10.22 billion, according to Fiscal.ai data. Net income came in at $3.7 billion, supported by a $2.9 billion tax benefit. &nbsp;The company also declared a quarterly dividend of $0.50 per share.<a href="https://stocktwits.com/symbol/GEV">GEV stock</a> was down nearly 3% in pre-market trading but climbed marginally higher after the opening bell.“Given our strong free cash flow generation, we ended the quarter with a healthy cash balance of nearly $9 billion, which continues to give us confidence to invest in our core businesses and return cash to shareholders through our share repurchase actions and quarterly dividend payment, while maintaining a strong investment grade balance sheet,” said&nbsp;GE Vernova CFO&nbsp;Ken Parks.&nbsp;Separately, China Renaissance initiated coverage of GE Vernova with a ‘Buy’ rating and a price target of $966.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment on Stocktwits flipped to ‘extremely bullish’ from ‘neutral,’ amid ‘extremely high’ message volumes.One user spoke about the stock’s steady upside move.<stembedurl>https://stocktwits.com/terrin07/message/643149766</stembedurl>One user speculated on why the stock's movement didn’t align with the overall earnings.<stembedurl>https://stocktwits.com/Mahvalousday/message/643119968</stembedurl>The stock has gained over 97% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

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