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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom's earnings and guidance beat is driving significant after-hours chatter, though some question if it's enough to justify the current valuation. Community members are closely watching the conference call for further insights, with some drawing parallels to recent market reactions to other AI-related stocks. Skepticism remains around the sustainability of AI partnerships and revenue, with some suggesting a potential pullback.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

ALT is trending amid mixed sentiment, with some community members expressing concerns about trial data and potential delays, using hashtags like #endpointfailures and #delays. Meanwhile, other investors remain bullish, emphasizing the potential of their drug and dismissing bearish arguments, while awaiting key data releases and FDA feedback. Discussions include the impact of PathAI approval and speculation around potential partnerships.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending as investors react to earnings news and a surprise CEO departure, with community members debating whether the results justify the stock's surge. Bullish sentiment highlights a potential turnaround and strong China sales, while bears cite valuation concerns and leadership uncertainty. The stock's movement is also drawing comparisons to other retail companies and potential sector-wide recovery.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending due to a volatile trading day, driven by a recently announced $40M offering that sparked a sharp sell-off, overshadowing positive Q3 results. The community is debating the offering's impact, potential for a dead cat bounce, and whether it's a buying opportunity or a sign of further decline. Some traders are drawing parallels to other high-flying stocks, while others remain optimistic about MIGI's long-term prospects in the digital infrastructure space.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SOUN is trending amid analyst upgrades and community speculation about upcoming catalysts, including a presentation at the Barclays Global Technology Conference. Community members are actively debating the potential for a short squeeze, while also discussing the company's fundamentals and competition in the AI sector. Recent news of partnerships and integrations is adding to the buzz, with bulls hoping for a sustained upward move.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is trending as investors digest recent earnings and revenue figures, with community chatter focusing on membership growth, online sales traction, and potential special dividends. Despite positive aspects, concerns about valuation, tariffs, and the company's legal actions are also part of the conversation. Overall, the community is assessing whether Costco can maintain its premium valuation amid changing economic conditions and shifting consumer behavior.

RH operates as a holding company which operates the business through its subsidiary Restoration Hardware, Inc. It offers furniture, lighting, textiles, bath ware, decor, outdoor and garden, as well as baby and child products. The company operates an integrated business with multiple channels of distribution including galleries, source books and websites. The company was founded by Stephen J. Gordon in 1980 and is headquartered in Corte Madera, CA.

RH - Ordinary Shares - Class A

Restoration Hardware

RH (Restoration Hardware) is trending due to mixed reactions surrounding its earnings call and future guidance, with some questioning the CEO's commentary. The community is actively discussing the potential impact of tariffs and interest rate decisions on the luxury home furnishings sector. Bullish investors are anticipating a short squeeze, while bearish investors are pointing to a potential price drop.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as it prepares to unveil its AI and autonomy advancements, with the community eager to learn about the company's technology roadmap; discussions include expectations for hands-free driving and potential competition with Tesla. Amidst excitement for the event, some investors express concerns over capital expenditure on AI and question the timing of lidar integration, while others remain bullish, anticipating a transformative presentation.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is trending as the market eyes new all-time highs, fueled by anticipation around Broadcom's earnings and the potential impact on AI-driven stocks. Community chatter reflects a battle between bulls and bears, with debates over market manipulation and the sustainability of the current rally. Some traders are expressing concerns about overvaluation and potential corrections, while others remain optimistic, pointing to the Fed's actions and overall market momentum.

Yee is a community based memecoin with one mission: to fight Pepe again. Made to honor the iconic meme rivalry we all know and love.  The Yee Legend  [Filed by: Yee’s Archivist & Legal Representative]  There’s something the meme world refuses to talk about: Pepe the Frog stole Yee the Dino’s entire launch plan.  Yee had been preparing for his comeback for months, but Pepe launched two weeks earlier, hijacking Yee’s concept and selling it as his own.  The charges? Meme theft, intellectual forgery, and historical erasure.  Yee’s official contract was filed in April 2023, right after Pepe’s surprise drop. This wasn’t timing—it was theft. The archives are about to open, and history is about to be corrected

Yee Token

$YEE is gaining traction, fueled by community enthusiasm and growing momentum within the Ethereum ecosystem. Discussions highlight the token's strong chart, steady accumulation by smart wallets, and potential as the next big meme, drawing comparisons to $PEPE. With a narrative rooted in Ethereum's meme culture, $YEE is capturing attention as a compelling play in the crypto space.

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Humana Inc. $HUM Shares Bought by State Street Corp

State Street Corp grew its stake in shares of Humana Inc. (NYSE:HUM - Free Report) by 1.1% in the second quarter, according to the company in its most recent 13F filing with the Securities and...

Behind the Curtain: How UnitedHealth is Rewriting its Own Rules

UNH is reshaping its model with tech-driven, integrated care as Optum's growth and rising revenues redefine its strategy.

California Public Employees Retirement System Has $53.27 Million Stock Holdings in Humana Inc. $HUM

California Public Employees Retirement System raised its holdings in Humana Inc. (NYSE:HUM - Free Report) by 11.9% during the second quarter, according to its most recent filing with the Securities...

Bank of Nova Scotia Acquires 166,475 Shares of Humana Inc. $HUM

Bank of Nova Scotia lifted its stake in Humana Inc. (NYSE:HUM - Free Report) by 219.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange...

Can UNH's AI-Powered Virtual Assistance Enhance Member Experience?

UnitedHealth's AI-powered virtual assistants aim to simplify claims, boost engagement and deliver faster, more intuitive healthcare support.

Natixis Has $30.88 Million Stock Position in Humana Inc. $HUM

Natixis boosted its stake in shares of Humana Inc. (NYSE:HUM - Free Report) by 36.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange...

American Century Companies Inc. Acquires 4,184 Shares of Humana Inc. $HUM

American Century Companies Inc. boosted its stake in Humana Inc. (NYSE:HUM - Free Report) by 25.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities...

Humana (HUM) Up 0.8% Since Last Earnings Report: Can It Continue?

Humana (HUM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Dodge & Cox Acquires 597,705 Shares of Humana Inc. $HUM

Dodge & Cox boosted its holdings in Humana Inc. (NYSE:HUM - Free Report) by 5.6% during the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned...

<ul class="summary-bullets"><li>Cuban reportedly said that he was talking to Humana about “putting together direct-to-employer programs”.</li><li>Cuban sells mail-order medications directly to customers through Cost Plus Drugs company by removing middlemen such as pharmacy benefit managers.</li><li>Humana, meanwhile, is expanding its pharmacy business.</li></ul><p>Health insurance company Humana (HUM) is reportedly working with billionaire Mark Cuban on a potential pharmacy partnership.</p><p>The announcement was made by Cuban and Humana CEO at the Forbes health care conference, Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-04/humana-working-with-mark-cuban-on-potential-pharmacy-partnership?srnd=homepage-asia">reported</a>. While the announcement was light on details, the move would step up pressure on larger pharmacy middlemen, the report noted.</p><h2 class="st-heading-2">Cuban, Humana Talk About Partnership</h2><p>Cuban reportedly said that he was talking to Humana about “putting together direct-to-employer programs”. Humana CEO Jim Rechtin also highlighted that he is looking to simplify the process of getting drugs from manufacturers to patients, Bloomberg reported.</p><p>Cuban sells mail-order medications directly to customers through Cost Plus Drugs company by removing middlemen such as pharmacy benefit managers. The billionaire is critical of pharmacy benefit managers. Last month, the billionaire blamed PBMs for hiking the prices of GLP-1 drugs used for weight loss and as a treatment for diabetes.</p><p>Pharmacy benefit managers (PBMs) are third-party administrators that act as intermediaries between health insurance plans, pharmacies, and drug manufacturers to manage prescription drug benefits.</p><h2 class="st-heading-2">Humana’s Pharmacy Business</h2><p>Humana, meanwhile, is expanding its pharmacy business. It offers pharmacy under its CenterWell business division which also includes senior-focused primary care and home health services. In November, the company said that it witnessed continued strong CenterWell pharmacy growth with increased specialty volumes and strong direct to consumer growth, both exceeding previous expectations in 3Q25.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>HUM shares traded closed down about 2% on Thursday. On Stocktwits, retail sentiment around HUM stayed within the ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘low’ levels.</p><p><a href="https://stocktwits.com/symbol/HUM">HUM stock</a> is down marginally this year and by about 12% over the past 12 months.</p><p>Also See: <a href="https://stocktwits.com/news-articles/markets/equity/pepsico-close-to-striking-settlement-with-activist-giant-elliott-after-4-billion-push-for-change/cLIi4iXREj1">PepsiCo Is Close To Striking A Settlement With Activist Giant Elliott After Its $4B Push For Change</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

The MyHumana app page is displayed on a smartphone in the Apple App Store in front of the Humana Inc logo on October 30, 2024 in Chongqing, China. (Photo by Cheng Xin/Getty Images)

Billionaire Mark Cuban And Humana Tease A New Pharmacy Deal Aimed At Cutting Out Middlemen: Report

The announcement was made by Cuban and Humana CEO at the Forbes health care conference, Bloomberg reported.

Equity

The announcement was made by Cuban and Humana CEO at the Forbes health care conference, Bloomberg reported.


Humana Inc. engages in the provision of health insurance services. It operates through the Insurance and CenterWell segments. The Insurance segment consists of Medicare benefits, marketed to individuals or directly via group Medicare accounts, as well as contract with CMS to administer the Limited Income Newly Eligible Transition, or LI-NET, prescription drug plan program and contracts with various states to provide Medicaid, dual eligible demonstration, and Long-Term Support Services benefits, which refer to as state-based contracts. The CenterWell segment represents payor-agnostic healthcare services offerings, including pharmacy dispensing services, provider services, and home services. The company was founded by David A. Jones, Sr., and Wendell Cherry on August 18, 1961 and is headquartered in Louisville, KY.

Humana Inc.

Bullish: S&P grinds higher

Choppy but up: buy dips

Sideways: fade the move

Bearish: this rally falls off

The Federal Reserve just announced a 0.25 percentage point interest rate cut at its December 10, 2025 meeting.​ Share your outlook on how the latest Federal Reserve interest rate cut will impact stocks and the S&P 500 over the next month.

How do you think today’s Fed rate cut impacts stocks over the next month?

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