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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

Advanced Micro Devices is surging as investors react to a clean earnings beat and strong Q2 sales guidance that suggests robust demand for its data center and AI-focused hardware. Community members are actively debating whether this rapid price appreciation represents a sustainable breakout for the company's long-term growth trajectory or a classic blow-off top driven by market euphoria.

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 digest management's request for additional compensation and share issuance ahead of the annual meeting, while simultaneously weighing the company's potential as an adjuvant platform play via its Matrix-M technology. Community sentiment is deeply divided, with vocal shareholders demanding leadership accountability and a shift toward deal-making, while others speculate that strategic partnerships with major pharmaceutical firms could serve as a significant catalyst for the stock.

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.

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

NVIDIA is facing significant community frustration and intense volatility as market participants express confusion over its relative stagnation compared to the explosive gains seen in other semiconductor stocks. While investors remain highly expectant of a recovery leading into upcoming earnings, the ongoing debate centers on whether the current price action is the result of institutional pinning and rotation into peers, or a shift in market sentiment regarding the company's competitive position in the AI infrastructure race.

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 Technologies Inc. is trending as it commits over $10 billion to autonomous vehicle fleets and strategic stakes, signaling a major shift toward robotaxi integration. The community is actively debating the company's long-term profitability, robotaxi delivery milestones, and the ongoing tension between its asset-light business model and these capital-intensive investments.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as market enthusiasm for AI-driven memory demand fuels a parabolic rally, with investors closely watching record-breaking options volume and analysts revising price targets higher. The community remains deeply divided, with bulls pointing to the company's critical role in HBM supply shortages while bears warn of a potential blow-off top and cyclical volatility.

Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

Hut 8 is seeing significant market interest following a strategic transition toward AI infrastructure, highlighted by a major multi-year lease deal for its Beacon Point campus. Investors are actively debating the sustainability of this pivot, balancing the company's aggressive growth in data center capacity against concerns over short-term earnings volatility and the high level of speculative trading activity.

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 gaining investor attention following a strategic agreement that secures coverage for its fibromyalgia drug, Tonmya, across a significant commercial patient base. Community sentiment is mixed, with some optimistic investors pointing to this as a vital revenue catalyst, while others remain cautious, citing concerns over management's history of stock dilution.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is seeing strong community interest driven by consistent revenue growth, a recent raise in full-year financial guidance, and optimism surrounding the upcoming commercialization of subcutaneous BRIUMVI. Investors are actively discussing the companys potential as a buyout target for major pharmaceutical firms, while weighing the impact of ongoing clinical trials and management's commitment to strategic stock repurchases.

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 seeing strong momentum as investors speculate on the potential for a new Kentucky hyperscaler deal and analyze a favorable analyst price target hike. The community remains highly focused on the companys pivot to AI and data center infrastructure, with many traders actively discussing a potential short squeeze against heavy short interest.

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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

Walmart, GameStop, GigaCloud Technology, Pattern Group, ContextLogic, WM Technology, and PSQ are the seven Ecommerce stocks to watch today, according to MarketBeat's stock screener tool. Ecommerce...

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.

Entertainment Stocks To Watch Today - May 5th

Walt Disney, Roblox, Verizon Communications, Autodesk, GameStop, Flutter Entertainment, and SEA are the seven Entertainment stocks to watch today, according to MarketBeat's stock screener tool. Entertainment stocks are shares of publicly traded companies whose primary business is creating, distribu...

Squawk Pod: A financial Super App & Met Gala moments - 05/05/26  Audio Only

Robinhood CEO Vlad Tenev discusses his platform's support for Trump Accounts, as well as his ambition to build a financial super app. CNBC's Diana Olick reports on the effort to build a distributed...

Stocks Near Highs As Earnings Roll On  Open Interest 5/5/2026

Get a jump start on the US trading day with Matt Miller and Dani Burger on 'Bloomberg Open Interest.' Stocks push toward fresh highs, Apple eyes more US chip production, and GameStop's eBay bid faces...

 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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Memory stocks have surged over the past year - is the run overdone or still early innings?

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GameStop Corp

Retail investors are intensely debating the potential $56B acquisition offer, analyzing merger structures and long-term cost synergies.

The CEO's recent media rounds are fueling heated debate among investors about his leadership style and the viability of his business pivot.

Traders are intensely debating whether potential stock issuance for the merger will crush share value or provide a necessary capital boost.

The community continues to monitor high short interest and aggressive dark pool activity, betting on a massive catalyst to force shorts to cover.

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