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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing intense volatility following an earnings release that combined a profit beat with a significant increase in capital expenditure, alongside management's admission that older vehicle models lack the hardware for full autonomy. The community remains deeply divided, with bulls pointing to long-term AI and robotics potential, while bears are expressing skepticism over slowing growth and concerns about potential dilution.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is experiencing a significant surge in volume and trading activity following reports that the U.S. government is moving toward reclassifying marijuana from Schedule I to Schedule III. Investors are actively debating the potential for a short squeeze and long-term sector growth, though some community members remain cautious, citing previous sell-the-news events and the company's lack of direct U.S. cannabis operations.

Applied Digital Corporation

Applied Digital is trending as investors react to a significant new 15-year lease agreement with a major hyperscaler that expands the company's contracted revenue backlog to over $23 billion. The community is actively debating the identity of the unconfirmed tenant while celebrating this validation of the company's AI infrastructure strategy and pressuring short sellers to cover their positions.

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF is surging as the community anticipates potential federal reclassification of marijuana from Schedule I to Schedule III, following recent DOJ actions and the Trump administration's commitment to expedited reform. Investors are actively debating the impact of removing punitive tax burdens while navigating volatile trading activity on a symbolic day for the sector.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is seeing heavy retail interest and volatile price action as investors anticipate upcoming earnings, with the community actively debating whether the company's focus on diversifying into defense, AI data centers, and new OEM partnerships will trigger a significant short squeeze. Despite the bullish excitement surrounding these potential growth catalysts, skeptics continue to emphasize the firm's lack of consistent revenue and the risks associated with scaling its pilot-line production.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer (SMCI) is trending as investors weigh conflicting sentiments regarding its AI market dominance and ongoing regulatory and governance scrutiny. While the community is actively debating the credibility of reports concerning contract cancellations and potential internal investigations, many bulls are dismissing the volatility as short-term noise and are focusing on potential earnings momentum as a primary catalyst.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is seeing significant volatility as investors react to mixed forward guidance, specifically margin pressures and geopolitical headwinds, despite the company delivering strong top-line growth and beating quarterly estimates. The community is sharply divided, with bulls viewing the sell-off as an irrational overreaction to stable business fundamentals and high AI momentum, while bears argue that heightened competition and valuation resets are forcing a long-term re-rating of the entire SaaS sector.

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 facing volatility as traders react to reports of Amazon launching a GLP-1 weight-loss program, which has sparked intense community debate over whether this represents a legitimate threat or recycled competitive noise. Despite the dip, many investors are dismissing the news as a familiar scare tactic, actively using the price drop as an opportunity to accumulate shares while betting on a continued short squeeze.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is seeing intense volatility and renewed bullish momentum as investors track the company's progress on its Aurora microreactor amid a broader surge in demand for nuclear energy to power AI data centers. The community is focused on recent board expansions, the company's participation in federal space nuclear initiatives, and the long-term potential for its advanced fuel recycling technology as critical catalysts for the stock's recovery.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending following a significant stock price correction triggered by concerns over AI competition impacting its consulting and legacy software segments, despite reporting strong earnings and maintaining positive growth guidance. The community remains deeply divided, with some investors viewing the pullback as a buying opportunity given the company's FCF and quantum initiatives, while others are cautious about structural risks from AI-driven disruption.

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<ul class="summary-bullets"><li>With a broad, strategic suite of programs, Goldman Sachs views BioNTech as “being at the nexus of significant developments occurring in the oncology field.”</li><li>BioNTech is now looking to strengthen its oncology portfolio as it pivots away from its Covid-19 vaccine Comirnaty developed with Pfizer.&nbsp;</li><li>BioNTech’s oncology pipeline comprises late-stage candidates spanning immunomodulators, antibody drug conjugates, and mRNA cancer immunotherapies.</li></ul>Shares of BioNTech SE (BNTX) rose 3% on Friday after Goldman Sachs upgraded the stock to ‘Buy’ from ‘Neutral’.Goldman also raised the price target on the stock to $142, up from $115, according to TheFly. The new price target represents a potential upside of about 34% from the stock’s closing price on Thursday. &nbsp;<h2 class="st-heading-2">Goldman’s Rationale</h2>With a broad, strategic suite of programs, Goldman Sachs views BioNTech as “being at the nexus of significant developments occurring in the oncology field” and uniquely positioned to develop novel combination approaches to transform cancer care.Data unlocks in 2026 could position the company with “a leading foothold in an emerging wave of new product cycles,” the analyst added.<h2 class="st-heading-2">Pipeline</h2>BioNTech is now looking to strengthen its oncology portfolio as it pivots away from its Covid-19 vaccine Comirnaty developed with Pfizer.BionTech’s oncology pipeline comprises late-stage candidates spanning immunomodulators, antibody drug conjugates, and mRNA cancer immunotherapies. It is also developing several combination approaches.In 2026, the company expects seven late-stage data readouts, and also looks forward to applying to the U.S. Food and Drug Administration (FDA) for approval of its drug T-Pam in endometrial cancer. BioNTech hopes to become a multi-product oncology company by 2030.The company, however, does not currently anticipate the recognition of revenues from the sale of any oncology products in 2026.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around BNTX stock stayed within the ‘bullish’ territory over the past 24 hours, while message volume remained at ‘high’ levels.A Stocktwits user, however, highlighted concerns with the company’s recent acquisition of CureVac. BioNTech closed the acquisition of CureVac in December after<a href="https://stocktwits.com/news-articles/markets/equity/biontech-to-acquire-curevac-in-all-stock-deal-valued-at-1.25-billion/chlXz8nRb6u"> announcing </a>the all-stock deal in June to support its oncology strategy.<stembedurl>https://www.stocktwits.com/taxplanr/message/642106083</stembedurl><a href="https://stocktwits.com/symbol/BNTX">BNTX stock</a> has fallen 3% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/genmab-reports-mixed-results-from-late-stage-trial-of-lymphoma-drug/cmUmGfeR4Bt">Genmab Stock Drops On Mixed Results From Late-Stage Trial Of Lymphoma Drug</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the BioNTech logo is displayed on a smartphone screen. (Photo illustration by Cheng Xin/Getty Images)

BNTX Shares Rise On Goldman Sachs Upgrade, Optimism For Cancer Portfolio

Goldman raised the price target on BioNTech SE to $142, up from $115.

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