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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 is trending as Warner Bros. Discovery evaluates a revised, higher bid from Paramount Skydance, driving fervent community discussion on whether Netflix should match the offer or walk away, with many believing the latter would lead to a significant stock rally by avoiding the acquisition.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending after reporting strong earnings, achieving positive GAAP net income, and raising future guidance, highlighting consistent growth and strategic AI integration. Despite this positive news, the community reflects frustration as the stock's immediate market reaction appears impacted by broader software sector pressures and AI-related concerns, obscuring its fundamental strengths and proprietary data moat.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal Holdings is trending following reports of potential acquisition interest from Stripe, sparking widespread community discussion about a possible bidding war for the deeply undervalued payments giant. Investors are actively debating various buyout scenarios, recognizing PayPal's extensive user base and robust cash generation capabilities.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group Inc. is a major talking point after its recent Q4 earnings reported impressive revenue growth and increased vehicle deliveries, but also revealed wider-than-expected losses and substantial cash burn, leading to recent workforce reductions and sparking community debate over the company's path to profitability amid significant dilution concerns.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday shares are trending sharply lower after providing weaker-than-anticipated fiscal year 2027 subscription revenue guidance, which fuels broader investor concerns about decelerating growth and AI's impact on the enterprise software sector. The community is actively debating whether this represents a significant dip-buying opportunity or signals further challenges for traditional software models.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery is trending as its board evaluates a revised offer from Paramount Skydance, which could be deemed a superior proposal, intensifying the bidding war and prompting community debate on whether Netflix will match or if regulatory hurdles will impact the high-stakes media acquisition.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is trending amid mixed reactions to its latest financial results, showcasing robust revenue growth and record contract value in its AI-driven precision oncology platform, yet some community members are debating its forward growth projections and current valuation. The stock is a focal point for discussions on institutional accumulation and its long-term potential in healthcare AI.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is actively discussed following its Q4 earnings, which revealed declining revenue and widening losses, tempered by the unveiling of a 10 kW DC-DC power platform for next-gen AI data centers and a new foundry partnership. The community remains divided, weighing the immense potential of its GaN and SiC technology for the energy-intensive AI sector against ongoing concerns about its valuation and the crucial absence of definitive, revenue-generating contracts.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending following its Q4 earnings report, which highlighted robust revenue and expansion plans, sparking community debate over profitability challenges and whether its high valuation is justified amidst mixed performance metrics.

Paramount 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 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending as Warner Bros. Discovery re-evaluates its acquisition offers after PSKY enhanced its bid with financial sweeteners, leading the community to weigh PSKY's clearer regulatory path against Netflix's growing antitrust scrutiny and activist shareholder pressure.

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<ul class="summary-bullets"><li>The New York Knicks company would include the NBA franchise and the Westchester Knicks.</li><li>The New York Rangers company would include the NHL franchise and the Hartford Wolf Pack.</li><li>The company did not provide a timeline for a final decision on the spinoff.</li></ul>Shares of Madison Square Garden Sports Corp. (MSGS) surged to a record high in morning trade on Wednesday after the company said its board unanimously approved a plan to explore spinning off its New York Knicks and New York Rangers businesses into two separately traded public companies.<a href="https://stocktwits.com/symbol/MSGS">MSGS shares</a> jumped over 15%, its biggest intra-day climb since September 2015.<h2 class="st-heading-2">Separation Of Basketball and Ice Hockey Businesses</h2>The New York Knicks company would include the NBA franchise, which has won two championships, and the Westchester Knicks, a developmental league team affiliated with the National Basketball Association (NBA).Meanwhile, the New York Rangers company would include the four-time Stanley Cup-winning National Hockey League (NHL) franchise and the Hartford Wolf Pack, a member of the primary developmental hockey league.Madison Square Garden Sports said there is no assurance that the spin-off will proceed and did not provide a timeline for a final decision. However, if completed, the transaction is expected to be structured as a tax-free spin-off, with shareholders receiving a pro-rata distribution of shares in the newly created company.“We are exploring the opportunity to further create value for our shareholders by separating our two professional sports franchises into distinct companies. We believe this proposed transaction would provide each company with enhanced strategic flexibility, its own defined business focus, and clear characteristics for investors,” said Jim Dolan, Executive Chairman and CEO.<h2 class="st-heading-2">Knicks More Than Twice As Valuable As Rangers</h2>According to a Sportico&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sportico.com/valuations/teams/2025/nba-team-values-2025-warriors-lakers-knicks-1234873773/">report</a> from October 2025, the New York Knicks are the third most valuable franchise in the NBA at $9.85 billion, behind the Golden State Warriors and the Los Angeles Lakers. Meanwhile, the New York Rangers were&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sportico.com/valuations/teams/2025/nhl-team-values-2025-toronto-maple-leafs-1234872555/">valued</a> at $3.65 billion, the second most valuable franchise in the NHL.Earlier this month, the company posted a 13% increase in second-quarter revenue at $403.4 million. The growth was driven largely by stronger ticket sales, increased league distributions, higher suite income, expanded sponsorship and signage deals, and higher food, beverage, and merchandise purchases. These gains were partly offset by a decline in local media rights fees.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits changed to ‘bullish’ from ‘neutral’ a day earlier, amid ‘high’ message volumes.<img src="https://news.stocktwits-cdn.com/MSGS_jpg_7078d2bfc0.webp" alt="MSGS.jpg">One user highlighted that the spinoff could take a long time to happen.<stembedurl>https://stocktwits.com/Synaptric/message/645224467</stembedurl>Year-to-date, the stock has gained more than 32%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/infq-stock-infleqtion-quantum-strategy-ceo-exclusive/cZR08nmR4Hx">Exclusive: Infleqtion CEO Matthew Kinsella Outlines Post-IPO Playbook — Scale Quantum Sensing Portfolio, Deliver Commercially Viable Quantum Computers By 2028</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

MSGS Stock Hits Record High As Board Backs Plan To Spin Off Knicks, Rangers Franchises

The company said its board unanimously approved a plan to explore a spin-off of its New York Knicks and New York Rangers businesses into two separately traded public companies.

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Gabelli ETFs Trust - Gabelli Opportunities in Live and Sports ETF

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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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