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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

AMD is surging following a strong quarterly earnings report that highlighted accelerating data center demand and robust guidance, sparking a massive rally and multiple analyst price target hikes. While the community is actively debating the sustainability of this AI-driven valuation, sentiment remains overwhelmingly bullish as traders weigh the company's competitive position in the high-performance CPU market against broader sector volatility.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending as investors react to Q1 financial results that beat revenue and earnings forecasts, alongside management's plan to reduce operating expenses and pivot further into a royalty-based licensing model. The community is intensely debating the company's long-term outlook, with many shareholders expressing frustration over management's compensation, potential share dilution, and the slow pace of monetizing the Matrix-M platform, while others remain optimistic about the potential for future high-value partnerships.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is experiencing a significant surge in investor attention and bullish sentiment, driven by analyst upgrades from Morgan Stanley that cite a favorable pivot toward AI data center infrastructure. The community is actively discussing the potential for a massive short squeeze and long-term valuation growth, with many investors maintaining a strong conviction in the stock's future performance as a key player in the energy-intensive AI sector.

Tonix Pharmaceuticals Holding Corp. is a clinical-stage biopharmaceutical company, which focuses on the discovery, acquisition, and development of small molecules and biologics to treat and prevent human disease and alleviate suffering. Its portfolio includes TNX-102 SL, TNX-601, TNX-801, and TNX-1800. The company was founded by Seth Lederman and Donald W. Landry on November 16, 2007 and is headquartered in Berkeley Heights, NJ.

Tonix Pharmaceuticals Holding Corp

Tonix Pharmaceuticals is attracting investor attention following the expansion of commercial payer coverage for its fibromyalgia treatment, TONMYA, which now includes millions of insured lives. While the community is actively debating the impact of these coverage wins on future revenue growth, sentiment remains polarized between optimistic shareholders focused on the drug's launch momentum and critics wary of the company's historical dilution and capital-raising patterns.

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

Investors are actively debating the divergence between NVIDIA's stagnant price action and the explosive momentum seen in peers like AMD, with many interpreting the underperformance as a temporary rotation or market maker pinning ahead of upcoming earnings. While sentiment remains divided between those calling for a breakdown and others holding for a major breakout, the community is focused on whether NVIDIA's long-term dominance in AI infrastructure will eventually reclaim its leadership position.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is attracting significant investor interest as strong prescription numbers for its oral Wegovy tablet counteract concerns over market share competition with Eli Lilly. The community is actively discussing the stock's potential for a valuation rebound ahead of upcoming earnings, fueled by optimism that oral delivery formats and Medicare expansion will drive sustained volume growth.

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 is surging as strong quarterly guidance and improved gross margins help investors look past recent revenue misses and regulatory concerns. The community is actively debating the potential for a massive short squeeze, with many pointing to the company's critical role in AI infrastructure and its significantly lower valuation compared to peers in the sector.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is experiencing significant momentum driven by a $750 million capital injection alongside Lucid and a major expansion of their autonomous vehicle fleet to 35,000 units. The community is actively debating the stock's long-term potential as a dominant AI-driven logistics platform, with investors closely watching for a potential breakout as the company shifts toward a fleet-heavy autonomous model.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is experiencing significant volatility and high trading volume as investors debate its path to profitability and potential M&A catalysts involving Disney, while the community remains sharply divided between those calling for a massive short squeeze and others warning of long-term dilution. The stock is currently a major focus for traders who are closely monitoring potential news regarding sports media rights and upcoming earnings results.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning Inc. (GLW) is surging as a core beneficiary of the AI infrastructure boom, specifically due to a strategic partnership with Nvidia to significantly expand U.S.-based optical fiber manufacturing and data center connectivity. While investors are debating the long-term sustainability of the stock's parabolic climb and its high valuation, the community remains intensely focused on the massive scale of hyperscaler demand and the potential for a continued multi-year infrastructure supercycle.

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<ul class="summary-bullets"><li>Cohen said eBay has underperformed for a decade and plans to quickly cut marketing and overhead costs.</li><li>A major part of the strategy involves expanding collectibles and verified resale.</li><li>eBay CEO Jamie Iannone,&nbsp;meanwhile, has sold shares under a pre-arranged trading plan.&nbsp;&nbsp;</li></ul>GameStop Corp. CEO Ryan Cohen is pushing an ambitious plan to take over eBay (EBAY), saying better cost control and tighter management could lift profits and support long-term growth after the video game retailer confirmed plans to acquire the online marketplace in a deal worth about $56 billion, paid through a mix of cash and stock.&nbsp;<h2 class="st-heading-2">What Would EBAY Look Like Under Cohen?</h2>Speaking on the TBPN&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/tbpn/status/2051765455753486539?s=20">podcast</a>, Cohen said eBay hasn’t lived up to its potential over the past 10 years, despite its large global presence and loyal user base. He said better leadership could create more value by updating how the company runs and sharpening its focus.<blockquote>“Frankly, with me running eBay, I think the earnings power of the company is going to increase substantially as well as the ability to grow. The platform stagnated over the last decade and, I could do a lot with eBay. I love it. That's a very strong business and that's right up my alley.”-Ryan Cohen, CEO, GameStop</blockquote>Cohen also criticized what he described as excessive spending at large-scale digital marketplaces like eBay, and added that marketing and overhead costs could be reduced without harming demand.&nbsp; “I want to own eBay forever. Like, I love that business. It's run like a public utility. It should have been wiped out, but it hasn't been,” Cohen said.&nbsp;He pointed to GameStop’s own restructuring efforts as evidence that leaner operations can still support strong brand recognition and revenue stability. He said much of eBay's marketing spending does not generate sufficient returns and is driven more by internal incentives than by results. Cohen said he would manage the business more simply, cutting costs quickly across marketing, sales, and overhead.“$2 billion in cost cuts between sales and marketing and corporate overhead is not a lot. It's not something that's going to take a few years. That is going to happen fast, fast because I'm putting leverage on this thing and I don't want to run a leverage business.”&nbsp;He pointed out that eBay spends heavily to add relatively few users and has very high operating costs for a company that doesn’t hold inventory. He believes the business is overstaffed and could be run far more efficiently with fewer resources.<figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_1_jpg_9791921f47.webp" alt="Chart Comparing eBay SG&amp;A Expenses And Active Buyers(Source:Koyfin)" width="2160" height="2160"><figcaption>Chart Comparing eBay SG&amp;A Expenses And Active Buyers(Source:Koyfin)</figcaption></figure><h2 class="st-heading-2">GME And EBAY’s Collectibles&nbsp;</h2>A key part of Cohen’s plan is to grow the market for collectibles and verified resale items, where trust is still a major issue. He said GameStop’s roughly 1,600 stores could&nbsp;serve as centers to check and confirm high-value items such as trading cards, luxury products, and memorabilia.He said this network could&nbsp;reduce fraud and help increase sales on eBay. Cohen also sees live commerce as a big growth area, where sellers and creators connect with buyers through live streams. He believes eBay can grow by working more closely with creators and improving its platform to match newer social shopping apps.&nbsp;Investors and analysts are doubtful that the deal can be funded and executed successfully. eBay said it received the offer, but there are no confirmed talks yet.&nbsp;New regulatory disclosure&nbsp;also showed that eBay CEO Jamie Iannone executed multiple stock sales earlier this month under a pre-arranged trading plan. According to the filing, Iannone sold multiple blocks of shares across different price levels ranging from just above $101 to around $110 per share.In the podcast, Cohen indicated he is prepared to take the bid directly to shareholders if necessary.&nbsp;He also said that his aim was not to be an activist investor but to run it. “I want that to be my baby."“When I think about what I can do with eBay…look at Chewy. eBay is like Chewy on steroids. There’s so much more runway, and it’s global,” Cohen said, referring to the online pet supplies retailer he co-founded and led for seven years until March 2018. During that time, he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.forbes.com/sites/zackfriedman/2020/08/16/entrepreneur-chewy-founder-ryan-cohen-shares-his-best-advice/">grew</a> sales from $2 million to $3.5 billion before selling the company to PetSmart in 2017, in what was then the largest e-commerce acquisition ever.<h2 class="st-heading-2">What Retail Traders Feel About EBAY</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory.&nbsp;A user called for a radical change and&nbsp;<a href="https://stocktwits.com/Californiacap/message/652391375">added</a> that, “Same sh**y website for past 25 years. Zero innovation. Terrible payment system.”Another user&nbsp;<a href="https://stocktwits.com/CaptnZacSparrow/message/652388761">said</a>, “eBay should want someone who will make the business more profitable.”&nbsp;EBAY stock has gained over 20% year-to-date,&nbsp;while GME has eked out similar gains.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-ark-invest-buys-shopify-shares-undeterred-by-slower-growth-outlook/cZQyMd8ReaJ">Cathie Wood’s ARK Invest Buys More Shopify Shares, Undeterred By Slower Growth Outlook</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the eBay logo, with GameStop branding visible in the background

GameStop CEO Ryan Cohen Wants To 'Own eBay Forever' And Cut $2B In Costs Fast: 'Like Chewy On Steroids'

Cohen is planning a $56 billion takeover of eBay, aiming to cut costs, boost growth, expand its collectibles business, and improve operational efficiency. 

Equity

Cohen is planning a $56 billion takeover of eBay, aiming to cut costs, boost growth, expand its collectibles business, and improve operational efficiency. 


Ryan Cohen's GameStop's eBay Bid Interview Gets Dogecoin Tweeting: 'Meme Stock Behavior From A Meme Stock CEO'

Only One Congress Member Has Bought GameStop Stock Since 2022, But She Sold Her eBay Stock Too Soon

A member of Congress bought GameStop and eBay shares in 2025 The companies could be merging, but only one of the two stocks remains in her portfolio.read more...

Best Ecommerce Stocks To Add to Your Watchlist - May 5th

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GameStop Bids $56B For eBay Gambit, But What Do Prediction Markets Say?

Ryan Cohen's "we'll see what happens" pitch to acquire eBay for $56 billion has Polymarket traders pricing just 16% odds.read more...

<ul class="summary-bullets"><li>In the CNBC interview, Cohen repeatedly deflected questions about how GameStop — which has a market cap of roughly $12 billion— could finance the massive takeover, which values eBay at $55.5 billion&nbsp;</li><li>The bid, first reported by The Wall Street Journal, offers $125 per share in a 50/50 cash-and-stock deal, a roughly 20% premium to eBay’s Friday closing price</li><li>eBay shares initially surged soon after the news of the proposal, but quickly gave up those gains and returned to pre-announcement levels, signaling market skepticism.</li></ul>eBay’s (EBAY) board is reportedly scheduled to meet this week to review GameStop’s (GME) surprise non-binding proposal to acquire the e-commerce platform.Semafor <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.semafor.com/article/05/05/2026/gamestop-ceo-ryan-cohens-unsolicited-bid-for-ebay-looks-doa">reported</a> on the upcoming meeting, citing people familiar with the matter. However, the bid’s prospects have soured dramatically after Cohen’s evasive performance on CNBC’s “Squawk Box” on May 4, which alienated institutional investors and left many questioning the deal’s seriousness, the report noted.<h2 class="st-heading-2">The Contentious Interview</h2>In the CNBC <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/05/04/gamestop-ebay-takeover-bid-ryan-cohen-gaming-retail-ecommerce.html">interview</a>, Cohen repeatedly deflected questions about how GameStop — which has a market cap of roughly $11 billion— could finance the massive takeover, which values eBay at $55.5 billionWhen pressed on the deal math and the funding gap, he told CNBC, “It’s on our website.” He added that the offer is structured as half cash and half stock, stating: “We are offering half cash, half stock, and we have the ability to issue stock in order to get the deal done.”Cohen also appeared unclear or unwilling to engage on financing details and suggested a potential proxy fight, noting that GameStop has accumulated roughly a 5% stake in eBay, making it a fiduciary duty of the company to evaluate the proposal.“This is a business that is under-earning and can make a lot more money. And GameStop is a good blueprint for that.” Cohen reportedly said without providing more details on the strategy.The bid, first reported by The Wall Street Journal, offers $125 per share in a 50/50 cash-and-stock deal, a roughly 20% premium to eBay’s Friday closing price. If GameStop and eBay combine, Cohen would lead the combined company as CEO.eBay shares initially surged soon after the news of the proposal, but quickly gave up those gains and returned to pre-announcement levels, signaling market skepticism. Adding to the headwinds, prominent investor Michael Burry sold his entire GameStop position following the announcement. Burry cited concerns that the deal would significantly increase GameStop’s debt load.<h2 class="st-heading-2">How Did Retail Investors React?</h2>On Stocktwits, retail sentiment around &nbsp;EBAY stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume remained at ‘extremely high’ levels.Meanwhile, sentiment around GME stayed within the ‘extremely bullish’ territory over the past 24 hours, coupled with ‘extremely high’ retail chatter.A Stocktwits user opined that the deal is the “best thing” that could happen for both GameStop and eBay.<stembedurl>https://www.stocktwits.com/Spankeee/message/652324691</stembedurl>Another user opined that eBay will likely reject the offer this week.<stembedurl>https://www.stocktwits.com/PurpleShitake/message/652303061</stembedurl><a href="https://stocktwits.com/symbol/EBAY">EBAY </a>and GME stocks have gained 21% this year.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/repl-stock-nosedives-as-fda-commissioner-stands-firm-against-melanoma-treatment/cZQD5waRe9N">REPL Nosedives As FDA Chief Stands Firm Against Melanoma Treatment: ‘I Don’t Work For Replimune…’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A smartphone displays the logo of eBay Inc. (Photo illustration by Cheng Xin/Getty Images)

eBay To Sit Down This Week To Ponder On GameStop’s Longshot Buyout Offer, Says Report

The bid’s prospects have soured dramatically after Ryan Cohen’s evasive performance on CNBC’s “Squawk Box” on May 4.

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 Company News for May 5, 2026

Companies in The News Are: TSN,TWST,EBAY,GME,XOM

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

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Retail investors are debating the merits and logistical hurdles of a proposed $56 billion unsolicited acquisition.

The latest media rounds from leadership have sparked fierce debate over professional demeanor versus strategic intent.

Skeptics warn that issuing over 1 billion new shares to fund the potential deal could destroy existing shareholder value.

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