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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is rallying as the community anticipates significant recognition for its groundbreaking cancer therapies, spurred by Dr. Patrick Soon-Shiong's compelling presentations and extreme short interest fueling discussions of an imminent squeeze.

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 at the center of market attention ahead of its highly anticipated Q4 earnings report, with community discussion intensely focused on whether a potential blowout performance will propel the stock to new highs or trigger a "sell the news" event. This uncertainty is heightened by ongoing debates about AI spending, market maker influence, and concerns over China export controls.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending due to intense community debate surrounding Donald Trump's State of the Union address, as many speculate whether the speech will ignite a rally, given the stock often acts as a proxy for his political sentiment, or further its decline amid discussions of his legal issues and economic policies.

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 is trending after reporting mixed Q4 results, which showed increased revenue but also widening losses and substantial cash burn, fueling community debate over its long-term viability. The market is weighing future model launches and recent layoffs against persistent dilution concerns and the financial backing of the Saudi Public Investment Fund.

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 Group is trending after reporting strong Q4 earnings and robust revenue growth, fueling bullish excitement about its restaurant expansion. Conversely, a significant portion of the community expresses skepticism regarding its high valuation and decelerating same-store sales, despite the positive results.

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SPY is trending as the community speculates intensely on potential market-moving comments from a political address, while also closely watching an upcoming major AI chipmaker's earnings report for broader market direction.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Tempe, AZ.

First Solar Inc

First Solar is trending after strong earnings were met with lower-than-expected 2026 sales guidance, triggering a sharp sell-off and community debate over the outlook, with bulls highlighting its U.S. manufacturing and competitive edge for growing energy demand, while bears focus on the near-term revenue concerns.

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 Technologies, Specialty Materials, Environmental Technologies, 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 computer, 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 Environmental Technologies segment focuses on manufacturing ceramic substrates and filter products for emissions control in mobile applications. 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 is experiencing a significant rally as escalating demand for its fiber optic solutions positions it as a critical infrastructure play for the accelerating buildout of AI data centers. The community is actively discussing a major agreement to supply a hyperscaler, anticipating additional similar deals, even as some caution about its rapid ascent and overbought indicators.

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 amidst a high-stakes bidding war for Warner Bros. Discovery, as WBD's board deems a higher Paramount Skydance offer potentially superior, giving Netflix a four-day window to respond. The community is fiercely debating if Netflix should raise its bid, risking further dilution, or walk away to collect a significant breakup fee, with added political scrutiny impacting the decision.

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 is trending following its recent earnings report, which included softer-than-expected subscription revenue guidance and an immediate CEO change aimed at accelerating AI transformation, intensifying the ongoing debate among investors. The community is sharply divided, with many questioning Workday's valuation and the broader enterprise software sector's growth trajectory amidst concerns about AI disruption and the use of non-GAAP financial metrics.

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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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Gabelli ETFs Trust - Gabelli Opportunities in Live and Sports ETF

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