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POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is rallying on massive volume as investors bet on the companys role in critical AI infrastructure and its potential as a key player in the optical interconnect market. The community is actively discussing the stock's significant momentum, speculation regarding potential hyperscaler partnerships, and the intense pressure on short sellers amid a tightening pool of available shares.

MaxLinear, Inc. engages in the provision of communications systems-on-chip (SoC) solutions used in broadband, mobile and wireline infrastructure, data center, and industrial and multi-market applications. Its products include cable broadband modems and gateways, wireline connectivity devices, radio frequency transceivers, fiber-optic modules, video set-top boxes and gateways, hybrid analog and digital televisions, direct broadcast satellite outdoor and indoor units, and power management and interface products. The company was founded by Kimihiko Imura, Curtis C. Ling, and Kishore V. Seendripu on September 25, 2003 and is headquartered in Carlsbad, CA.

MaxLinear Inc

MaxLinear is currently trending as investors re-rate the stock as a key AI infrastructure and data center connectivity play following a significant earnings beat and bullish guidance. While community sentiment is divided between those betting on long-term momentum and skeptics who view the stock as overbought and vulnerable to a correction, many are actively tracking its role as a strategic partner to major tech players.

Dumb SEND IT

Dumb SEND IT ($DSIT) is gaining traction as a high-volatility meme coin, with the community actively rallying around the developer's commitment to avoiding rug pulls through transparent token burns and manual airdrops. Investors are currently hyper-focused on the project's growth potential and upcoming charting developments, urging others to buy and hold as they aim to hit key market cap milestones.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as investors brace for a critical earnings week, with the community closely analyzing the impact of AI capital expenditures on future growth and forward guidance. While some traders express skepticism regarding the company's AI strategy and recent leadership transition, others remain focused on the stability of its services ecosystem and potential momentum ahead of the upcoming earnings report.

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 trending as investors aggressively rotate into semiconductor stocks following strong sector-wide sentiment, with the community actively debating whether the current momentum is a sustainable long-term re-rating or an overextended bubble primed for a pullback ahead of earnings. While many investors are expressing high conviction in the CPU-to-GPU shift and the company's long-term growth narrative, bears are citing extreme technical indicators and elevated valuations as catalysts for potential near-term volatility.

Terra is a decentralized financial payment network that rebuilds the traditional payment stack on the blockchain. Luna is the reserve currency of the Terra platform. It has three core functions: i) mine Terra transactions through staking, ii) ensure the price stability of Terra stablecoins and iii) provide incentives for the platform’s blockchain validators.

Terra Luna Classic

Terra Luna Classic is experiencing heightened market attention and increased trading volume, with community members actively discussing potential supply-reduction burns and speculative hopes for a project revival. Despite polarized sentiment between those who view it as a high-risk long play and those dismissing it as a legacy project, proponents remain focused on decentralization efforts and prospective chain developments.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is currently a focus for investors as they navigate complex community debates regarding potential strategic partnerships, the impact of federal steel tariffs, and persistent concerns over debt levels. Community discussions are heavily centered on whether the company's vertically integrated domestic infrastructure will drive a long-term turnaround or if ongoing market manipulation and management decisions will continue to weigh on performance.

Atomera, Inc. engages in the development, commercialization, and licensing of proprietary processes and technologies for the semiconductor industry. It developed Mears Silicon Technology, which increases performance and power efficiency in semiconductor transistors. The company was founded by Robert Mears on November 26, 2001 and is headquartered in Los Gatos, CA.

Atomera Inc

Atomera is trending as investors digest an expanded collaboration with Synopsys, fueling speculation about potential major licensing deals ahead of upcoming earnings. Community sentiment remains polarized, with bulls tracking technical validations and partnership developments, while bears emphasize the lack of realized commercial revenue after years of speculative activity.

Compass Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of proprietary antibody therapeutics. Its platform includes common light chain-focused antibody discovery, human display for antibody tuning, stitchmabs, and highly modular and manufacturable bispecific candidates. The company was founded by Thomas J. Schuetz in 2014 and is headquartered in Boston, MA.

Compass Therapeutics Inc

Compass Therapeutics is seeing significant investor attention ahead of a pivotal clinical data readout for its Phase 2/3 trial of tovecimig in biliary tract cancer. The community is focused on the potential for strong secondary endpoint results, with many traders closely monitoring the setup as a high-volatility binary event.

Magnachip Semiconductor Corp. engages in the design and manufacture of analog and mixed-signal platform solutions for communications, Internet of Things (IoT), consumer, computing, industrial, and automotive applications. Its products include MOSFETs, IGBTs, AC-DC/DC-DC converters, light-emitting diode (LED) drivers, regulators, power management integrated circuits (PMICs), and industrial applications such as power suppliers, e-bikes, photovoltaic inverters, LED lighting, and motor drives. The company was founded on November 26, 2003 and is headquartered in Cheongju-si, South Korea.

MagnaChip Semiconductor Corp

MagnaChip Semiconductor is currently a focal point for investors due to intensifying speculation regarding a potential buyout or strategic sale, with the community closely tracking rumors involving key South Korean players like LX Semicon. Sentiment is further bolstered by the company's aggressive stock repurchase program, significant cash position, and a pivot toward high-growth sectors like automotive power solutions and OLED technology.

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<ul class="summary-bullets"><li>The Dutch AI infrastructure provider has also struck multi-billion-dollar deals with tech giants like Microsoft and Meta Platforms.</li><li>Nebius is also said to be in talks with Israeli AI startup AI21, after Nvidia pulled out of negotiations.</li><li>Nebius also received a $2 billion investment from Nvidia in March 2026, with the two companies announcing a partnership to develop and deploy the next generation of hyperscale cloud infrastructure for the AI market.</li></ul>Nebius Group NV (NBIS) shares hit a new all-time high of about $150 on Friday, taking the gains over the past year to over 600% as the company rides the demand for AI infrastructure.The surge in NBIS stock comes amid a slew of recent developments from the company, including the construction of a new 310-megawatt AI factory in Finland and an expanding partnership with Nvidia Corp. (NVDA).The Dutch AI infrastructure provider has also struck multibillion-dollar deals with tech giants such as Microsoft Corp. (MSFT) and Meta Platforms Inc. (META).According to TheFly, analysts at BofA stated in a recent note that the business model of Nebius, of allowing companies to train and run their AI models without investing in the infrastructure, represents a “huge opportunity.”<a href="https://stocktwits.com/symbol/NBIS">Nebius shares</a> were up more than 10% in Friday morning’s trade. NBIS was among the top trending tickers on the platform at the time of writing.<h2 class="st-heading-2">Why Is Wall Street Bullish On NBIS?</h2>Analysts at Cantor Fitzgerald have an ‘Overweight’ rating and a $129 price target for the NBIS stock. The firm stated that, with the world heading toward the proliferation of AI across nearly every sector, business, and economy, it sees AI infrastructure as an “attractive place to invest.”Explaining its bullish outlook, Cantor Fitzgerald stated that it expects a persistent imbalance between demand and supply of AI infrastructure over the next five years and beyond. This should help in the pricing of AI infrastructure facilities to remain strong, it said.BofA has a price target of $150 on NBIS, with a ‘Buy’ rating. The firm stated that Nebius is strategically positioned to capture market share, with Meta and Microsoft among its list of customers.<h2 class="st-heading-2">Nebius Reportedly In Talks To Acquire Israeli AI Startup</h2>According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/nebius-talks-buy-israeli-ai-startup-ai21-nvidia-deal-fizzles">report</a> by The Information on Thursday, Nebius is said to be in talks with Israeli AI startup AI21, after Nvidia pulled out of negotiations.AI21 is said to have been looking for an exit after failing to penetrate the market with its large language models, but it experienced success with its AI agent management product, Maestro, according to the report.Nebius struck a $27 billion, multi-year deal with Meta in March 2026, providing it with $12 billion in dedicated capacity across locations.The company also stated that Meta has committed to purchasing additional available compute capacity across certain upcoming Nebius clusters, totaling up to $15 billion during this period. This agreement builds on a previous $3 billion deal between the two companies announced in November 2025.Prior to the Meta deal, Nebius signed a $17.4 billion agreement with Microsoft in September 2025 to deliver AI infrastructure.Nebius also reported a $2 billion investment from AI bellwether Nvidia, while announcing a strategic partnership to develop and deploy the next generation of hyperscale cloud for the AI market.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius</a> trended in the ‘bullish’ territory with message volumes at ‘high’ levels at the time of writing.One bullish user on the platform stated that AI is back on the menu now.<stembedurl>https://stocktwits.com/SiliconLithium/message/649934642</stembedurl>Another user thinks that the AI21 acquisition will make Nebius the next hyperscaler.<stembedurl>https://stocktwits.com/TruthSayer/message/649887360</stembedurl><a href="https://stocktwits.com/symbol/NBIS">NBIS stock</a> is up 79% year-to-date and 610% over the past 12 months. The iShares Core MSCI EAFE ETF (IEFA) is up 33% over the past 12 months, while the iShares MSCI EAFE ETF (EFA) is up 32%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-consumer-inflation-march-2026-cpi-report/cZJ0QjVRItX">CPI Report: First Inflation Print Since Beginning Of Iran War Shows Consumer Prices Rise In Line With Expectations</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nebius Group logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

NBIS Stock Rides AI Infrastructure Wave To Soar 600% In A Year — Analysts Say Nebius Presents A 'Huge Opportunity'

The surge in NBIS stock comes amid a slew of developments, including the construction of a new 310-megawatt AI factory in Finland and an expanding partnership with Nvidia.

Equity

<ul class="summary-bullets"><li>Nebius stated that it intends to use the proceeds from the issue of these convertible notes to finance the expenditures related to the construction and build-out of its data centers.</li><li>The company also added that it will use these funds to make investments in developing its full-stack AI cloud as well as expand its data center footprint.</li><li>Nebius also plans to use the funds to procure key components such as graphics processing units, which are essential for its data center ambitions.</li></ul>Nebius Group NV (NBIS) shares declined more than 11% in Tuesday’s opening trade after the company announced a proposed private offering of $3.75 billion of convertible senior notes.The company said it will offer the convertible notes in two series totaling $3.75 billion, with $2 billion in the first and $1.75 billion in the second.Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius</a> trended in the ‘bullish’ territory with message volumes at ‘extremely high’ levels.This follows a 15% surge on Monday after Nebius struck a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-nbis-stock-soaring-today/cZ32HbcRIfW">$27 billion deal</a> with Meta Platforms Inc. (META) in a long-term agreement for AI infrastructure buildout.<h2 class="st-heading-2">What Does Nebius Intend To Use These Funds For?</h2>Nebius stated that it intends to use the proceeds from the issue of these convertible notes to finance the continuing growth of its business, including expenditures related to the construction and build-out of its data centers.The company added that it will use these funds to make investments in developing its full-stack AI cloud as well as expand its data center footprint. Nebius also plans to use the funds to procure key components such as graphics processing units (GPU), which are essential for its data center ambitions.<h2 class="st-heading-2">Nebius’ Multi-Billion Dollar Deals</h2>On Monday, Nebius struck a long-term deal with Meta to provide the latter with dedicated capacity across locations. The company also stated that Meta has committed to purchase additional available compute capacity across certain upcoming Nebius clusters up to a total of $15 billion during this period.Prior to this deal, Meta and Nebius struck a $3 billion agreement in November 2025 for AI infrastructure. The Dutch company said the contract had to be limited to the capacity Nebius had available.Nebius also signed a $17.4 billion agreement with Microsoft Corp. (MSFT) in September 2025 to deliver AI infrastructure.<a href="https://stocktwits.com/symbol/NBIS">NBIS stock</a> is up 40% year-to-date and 314% over the past 12 months. The iShares Core MSCI EAFE ETF (IEFA) is up 18% over the past 12 months, while the iShares MSCI EAFE ETF (EFA) is up 17%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iran-supreme-leader-khamenei-rejects-ceasefire-with-us-crude-oil-prices-rise/cZ3Ec2ARIQM">Iran's New Supreme Leader Reportedly Rejects Proposal For Ceasefire With US – Crude Oil Prices Rise Amid Growing Tensions</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Nebius Group logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

What Is Pulling NBIS Stock Down Today?

The company said it will offer the convertible notes in two series totaling $3.75 billion, with $2 billion in the first and $1.75 billion in the second.

<ul class="summary-bullets"><li>Nebius stated that Meta has committed to purchase additional available compute capacity across some of its upcoming clusters, totaling to $15 billion.</li><li>The company added that while it intends to sell additional cloud compute capacity of its upcoming clusters to third-party customers, Meta will take up the remaining capacity.</li><li>Nebius stated that the delivery of this AI infrastructure capacity using Nvidia’s Vera Rubin platform will begin in early 2027.</li></ul>Nebius Group NV (NBIS) shares soared more than 15% in Monday’s pre-market trade after the company announced a new long-term AI infrastructure agreement with Meta Platforms Inc. (META).Under the five-year agreement, Nebius stated that it will provide $12 billion in dedicated capacity to Meta across its locations. The company said that this will be one of the first large-scale deployments of Nvidia Corp.’s (NVDA) new Vera Rubin platform.The company also stated that Meta has committed to purchase additional available compute capacity across certain upcoming Nebius clusters up to a total of $15 billion during this period.Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius</a> trended in the ‘bullish’ territory with message volumes at ‘high’ levels. NBIS was the top trending ticker on Stocktwits at the time of writing.<h2 class="st-heading-2">Delivery To Begin Early 2027</h2>Nebius stated that the delivery of this AI infrastructure capacity using Nvidia’s Vera Rubin platform will begin in early 2027.The company added that while it intends to sell additional cloud compute capacity of its upcoming clusters to third-party customers, Meta will take up the remaining capacity.Nebius added that its 2026 fiscal guidance remains unchanged. During its fourth-quarter (Q4) earnings call, the company guided 2026 revenue to be in the $3 billion to $4 billion range, while the Wall Street consensus estimate is at $3.33 billion, according to Fiscal.ai data.“We are pleased to expand our significant partnership with Meta as part of securing more large, long-term capacity contracts to accelerate the build-out and growth of our core AI cloud business,” said Nebius founder and CEO, Arkady Volozh.<h2 class="st-heading-2">Meta’s Ongoing Partnership With Nebius</h2>Meta’s new $27 billion deal with Nebius builds on an ongoing partnership between the two companies. Meta and Nebius struck a $3 billion deal in November 2025 for AI infrastructure. The Dutch company said that this contract had to be restricted to the capacity that Nebius had available.Prior to the Meta deal, Nebius signed a $17.4 billion agreement with Microsoft Corp. (MSFT) in September 2025 to deliver AI infrastructure.<a href="https://stocktwits.com/symbol/NBIS">NBIS stock</a> is up 35% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/NBIS">META stock</a> is down 7%. The iShares Core MSCI EAFE ETF (IEFA) is up 18% over the past 12 months, while the iShares MSCI EAFE ETF (EFA) is up 17%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-macrohard-digital-optimus-working-on-tesla-cars-ai4-hardware/cZduO5mRI9M">Elon Musk Says 'Digital Optimus' Works On All Tesla Cars Equipped With AI4 Hardware</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Is NBIS Stock Soaring Pre-Market Today?

Nebius stated that the five-year agreement will include one of the first large-scale deployments of Nvidia’s new Vera Rubin platform.

<ul class="summary-bullets"><li>Despite the mixed Q4 performance, Sea CEO Forrest Li stated that 2025 was a great year for the company and that all its businesses scaled well, exceeding Sea’s growth expectations.</li><li>The company Shopee served around 400 million active buyers, Monee gained over 20 million unique first-time borrowers, and Garena connected on average with more than 100 million players daily throughout 2025.</li><li>Shopee’s gross merchandise value stood at $36.7 billion, growing 28.6% YoY, while core marketplace revenue surged by over 50% to $3.6 billion.</li></ul>Sea (SE) American Depository Receipts tumbled nearly 25% in Tuesday’s opening trade after the company reported mixed fourth-quarter (Q4) results, and the intensifying war in the Middle East pushed the broader markets down.The Singapore-based tech conglomerate reported earnings per share (EPS) of $0.63 on revenue of $6.85 billion, while Wall Street analysts expected an EPS of $0.81 on revenue of $6.43 billion, according to Fiscal.ai data.Sea is the holding company for the popular online games developer Garena, the digital payments and financial services provider Monee, and the e-commerce platform Shopee.<h2 class="st-heading-2">All Businesses Scaled Well, Says CEO</h2>Despite the mixed Q4 performance, Sea CEO Forrest Li stated that 2025 was a great year for the company and that all its businesses scaled well, exceeding Sea’s growth expectations.“In 2025, Shopee served around 400 million active buyers and 20 million sellers. Monee gained over 20 million unique first-time borrowers. And Garena connected on average with more than 100 million players daily throughout the year,” Li said.Sea stated in its announcement that Shopee registered a 30.5% year-on-year increase in Q4 gross orders. Gross merchandise value (GMV) stood at $36.7 billion, growing 28.6% YoY, while core marketplace revenue surged by over 50% to $3.6 billion.Sea’s financial services firm Monee registered an 80.4% YoY increase in its consumer as well as small and medium enterprises (SME) loans, which stood at $9.2 billion as of Dec. 31, 2025.Garena, Sea’s online games firm, registered a 23.8% YoY increase in bookings to $672.4 million in Q4, while quarterly active users edged up by 2.5% YoY to 633.3 million. Average bookings per user rose to $1.08, up from $0.88 in the same quarter a year ago.The company also provided an update on its $1 billion share repurchase program, stating that it had bought back shares worth $14.5 million in Q4.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/SE">Sea</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels.One user flagged potential margin compression at Shopee, noting that the company still needs to demonstrate whether its long-term target of 2% to 3% GMV margins is achievable.<stembedurl>https://stocktwits.com/StockPlaza/message/646417862</stembedurl><a href="https://stocktwits.com/symbol/SE">SE ADR</a> is down 39% year-to-date and 38% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-warns-iran-too-late-for-talks/cZdehIWRIPe">Trump Warns It's 'Too Late' For Talks With Iran, Says Their Air Force, Navy, And Leadership Are Gone</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Sea Ltd. is a Singapore-based global consumer internet company operating platforms such as Shopee, Garena, and Moneee

SE Stock Is Tumbling Today — Mixed Q4 Results Offer Little Hope Amid Raging Middle East Conflict

Singapore-based tech conglomerate Sea reported earnings per share of $0.63 on revenue of $6.85 billion, while Wall Street analysts expected an EPS of $0.81 on revenue of $6.43 billion.

<ul class="summary-bullets"><li>The Polestar 5 is currently expected to start deliveries in the summer of 2026, followed by a new variant of the Polestar 4.&nbsp;</li><li>In 2025, Polestar recorded retail sales of 60,119 cars, a growth of 34% compared to 2024, marking its best year ever.</li><li>Earlier this month, the company also announced a $400 million equity investment by Feathertop Funding Limited.</li></ul>Polestar Automotive (PSNY) garnered retail attention on Friday as traders contemplated whether the company is on the cusp of a turnaround with its new and upcoming lineup.Shares of the company closed up 20% at market close on Friday.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>A Stocktwits user expressed optimism for the carmaker’s upcoming offerings, noting that the company’s Polestar 4 is “a beauty.”<stembedurl>https://www.stocktwits.com/derrdavid/message/646170795</stembedurl>Another user dismissed the “random hype and no actual numbers” and announced a new short position.<stembedurl>https://www.stocktwits.com/IrenGlazer69/message/646164349</stembedurl>Overall, retail sentiment around PSNY jumped from ‘bearish’ to ‘extremely bullish’ over the past 24 hours, while message volume increased from ‘low’ to ‘extremely high’ levels.<h2 class="st-heading-2">Polestar’s Plans Ahead</h2>The EV maker said earlier this month that it has four new cars planned in the next three years, including the Polestar 5 four-door, grand tourer, and the Polestar 7 compact, premium SUV. The company also plans to launch a new variant of its current best-seller, the Polestar 4, and a next generation of its Polestar 2 sedan.The Polestar 5 will be the first of the four to be rolled out, with deliveries expected to start from summer 2026. Polestar 4 will follow with deliveries, now slated in the fourth quarter of 2026.Polestar 2 and Polestar 7 are slated for launch in 2027 and 2028, respectively.“We are targeting the heart of the EV market, where customer demand and profit pools are high. Combined with our continued retail sales network expansion and a growing customer base, we are setting the foundations for profitable growth and operational improvement,” CEO Michael Lohscheller said. The company also said that it now expects low double-digit volume growth in 2026.In 2025, Polestar <a href="https://stocktwits.com/news-articles/markets/equity/polestar-shares-edge-up-after-hours/cmU2tLlR43G">recorded</a> retail sales of 60,119 cars, a growth of 34% compared to 2024, marking its best year ever.<h2 class="st-heading-2">Equity Investment</h2>Earlier this month, the company announced a $400 million equity investment by Feathertop Funding Limited, a special purpose vehicle consolidated to Sumitomo Mitsui Banking Corporation, and Standard Chartered Bank (Hong Kong) Limited. Polestar is majority-owned by China’s Zhejiang Geely Holding Group and its CEO, and also leverages its manufacturing.While its vehicles are currently manufactured in North America and Asia, Polestar is looking to expand its manufacturing footprint to Europe as well. The company intends to make its Polestar 7 compact SUV at a Volvo Cars factory in Kosice, Slovakia.<a href="https://stocktwits.com/symbol/PSNY">PSNY stock</a> has dropped 30% over the past 12 months.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/aardvark-therapeutics-becomes-next-pharma-player-to-quit-prader-willi-syndrome-drug-development-efforts/cZTczKhRITz">Aardvark Therapeutics Becomes Next Pharma Player To Quit Prader-Willi Syndrome Drug Development Efforts</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An electric Polestar vehicle is displayed during the Electrify Expo In D.C. on July 23, 2023 in Washington, DC. (Photo by Nathan Howard/Getty Images)

Polestar Investors Contemplate New And Upcoming Vehicle Lineup’s Strength To Spur A Turnaround  

Polestar is now looking to launch four vehicles in the next three years. 

<ul class="summary-bullets"><li>Nebius and CoreWeave are both neocloud or artificial intelligence infrastructure providers with GPU-first data centers.&nbsp;</li><li>Retail touted the dip in NBIS stock as a ‘buying opportunity,’ while also calling the company’s shares superior to CoreWeave’s because of its lower leverage.</li><li>CoreWeave has long-term debt of $14.67 billion as of Dec. 31, 2025, while Nebius has long-term debt of $4.1 billion as of the same date.</li></ul>Shares of Amsterdam-based Nebius Group N.V. (NBIS) slumped more than 13% on Friday amid a decline in rival CoreWeave Inc.'s (CRWV) shares. &nbsp;CoreWeave on Thursday <a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-slumps-on-coreweave-capex-projections-for-2026/cZTcmZKRITh">announced</a> that its capital expenditure plans for 2026 would be more than double of 2025, sending its shares down in Friday’s trade.Nebius and CoreWeave are both neocloud or artificial intelligence infrastructure providers with GPU-first data centers. Both companies are backed by Nvidia Corp. (NVDA) and operate on its chips.<h2 class="st-heading-2">What Is Retail Saying?</h2>On Stocktwits, retail sentiment around NBIS shares was in the ‘bullish’ territory amid ‘normal’ message volumes at the time of writing. The stock was among the most-trending on the platform.One bullish user said that CoreWeave’s dip just gave the market an ‘incredible buying opportunity.’<stembedurl>https://stocktwits.com/dailyalpha_2228/message/646097684</stembedurl>&nbsp;Another bullish user said that compute would be the future of the market and called it a ‘gift dip’.<stembedurl>https://stocktwits.com/Source206/message/646123644</stembedurl>&nbsp;A third user called Nebius the ‘winner’ when compared to CoreWeave.<stembedurl>https://stocktwits.com/omz24/message/646121668</stembedurl>&nbsp;Another bullish user gave Nebius the thumbs up, while giving CoreWeave a thumbs down, citing capital structure differences.<stembedurl>https://stocktwits.com/santacruztodd/message/646047422</stembedurl>&nbsp;<h2 class="st-heading-2">Capital Expenditure</h2>For 2026, CoreWeave has forecasted capital expenditure of $30 billion to $35 billion in 2026, compared to $14.9 billion spent in 2025. The company also reported long-term debt of $14.67 billion as of Dec. 31, 2025, compared to $5.4 billion as of Dec. 31, 2024.<figure class="image"><img src="https://news.stocktwits-cdn.com/Core_Weave_Long_Term_Debt_jpg_36378b7d22.webp" alt="CoreWeave_Long-Term_Debt.jpg" width="1600" height="1134"><figcaption>CoreWeave Debt From Dec. 2023 to Dec. 2025 | Source: Fiscal.ai</figcaption></figure>&nbsp;In comparison, Nebius reported long-term debt of $4.1 billion as of Dec. 31, 2025, a notable increase from zero debt the previous year, as it catches up to growing competition in the AI cloud market. Yet, its debt is significantly lower than that of CoreWeave’s.<figure class="image"><img src="https://news.stocktwits-cdn.com/Nebius_Group_Long_Term_Debt_jpg_898dd44895.webp" alt="Nebius_Group_Long-Term_Debt.jpg" width="1600" height="1134"><figcaption>Nebius had near-zero debt in 2023 and 2024 | Source: Fiscal.ai</figcaption></figure>&nbsp;However, Arkady Volozh, founder and CEO of Nebius, said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://assets.nebius.com/assets/e59fb92e-9027-473a-8cac-04f9d2e9ea9a/Shareholder%20Letter%20Q4%202025.pdf?cache-buster=2026-02-12T11:43:13.446Z">letter to shareholders</a> on Feb. 12 that the company would “maintain a disciplined approach to raising capital” even as it considers a range of financing options for 2026, including corporate debt and asset-backed financing.<a href="https://stocktwits.com/symbol/NBIS">Shares of NBIS</a> have risen more than 178% in the past year, while s<a href="https://stocktwits.com/symbol/CRWV">hares of CRWV</a> have gained more than 93% in the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/coreweave-ceo-justifies-capex-spend-amid-stock-price-plummet-touts-high-demand/cZTcYsFRIT8">CoreWeave CEO Justifies Capex Spend Amid Stock Price Plummet, Touts High Demand: ‘Our Backlog Is Enormous’</a>

In this photo illustration, the Nebius Group logo is seen displayed on a smartphone screen. 

NBIS Stock Tanks Amid CoreWeave Decline — What Does Retail Think? 

CoreWeave on Thursday announced that its capital expenditure plans for 2026 would be more than double of 2025, sending its shares down in Friday’s trade. 

NBIS Stock Tanks Amid CoreWeave Decline — What Does Retail Think?

<ul class="summary-bullets"><li>TEV-'749 is designed to help improve patient adherence. &nbsp;</li><li>The treatment utilizes a copolymer technology proprietary to Medincell to provide a controlled steady, sustained release of olanzapine.</li><li>Earlier this week, the United States Court of Appeals for the Federal Circuit issued a ruling backing Teva in a patent dispute involving Corcept Therapeutics’ Korlym tablets.</li></ul> U.S. affiliate of Teva Pharmaceutical Industries Ltd. (TEVA) said on Friday that the U.S. Food and Drug Administration (FDA) has accepted its New Drug Application (NDA) for olanzapine extended-release injectable suspension or TEV-'749 for the treatment of schizophrenia in adults.The application was based on data from a late-stage trial in which TEV-'749 administered as a once-monthly subcutaneous injection demonstrated an efficacy and safety profile consistent with currently available olanzapine formulations and showed no evidence for the need for post-injection monitoring.Shares of TEVA traded marginally lower at the time of writing.<h2 class="st-heading-2">Drug Details</h2>Currently, long-acting olanzapine formulations require administration in a certified healthcare facility and require a 3-hour post-injection monitoring period. TEV-'749 is designed to help improve patient adherence. &nbsp;“Treatment adherence remains a major challenge and unmet need for people living with schizophrenia…,” &nbsp; said Eric Hughes, Chief Medical Officer at Teva. The treatment utilizes a copolymer technology proprietary to Medincell to provide a controlled steady, sustained release of olanzapine.Schizophrenia is a chronic, progressive and severely debilitating mental disorder that affects how one thinks, feels and acts, and symptoms may include delusions, hallucinations, disorganized speech or behavior and impaired cognitive ability. As per the company, about 1% of the world’s population will develop schizophrenia in their lifetime.Teva is best known for its generics business. Earlier this week, the United States Court of Appeals for the Federal Circuit issued a <a href="https://stocktwits.com/news-articles/markets/equity/cort-stock-drops-after-appeals-court-sides-with-teva-in-korlym-patent-fight/cZRkeLuR4DQ">ruling backing</a> Teva in a patent dispute involving Corcept Therapeutics’ Korlym tablets.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around TEVA stayed within the ‘bearish’ territory while message volume stayed at ‘low’ levels.<a href="https://stocktwits.com/symbol/TEVA">TEVA stock</a> has more than doubled over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/praxis-precision-shares-rally-on-price-target-hikes/cZRNLcYR4xs">Praxis Precision Shares Rally On Price Target Hikes: Analyst Sees Upside As High As 100% For Stock</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Teva Pharmaceutical Industries logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Teva Pharmaceuticals Seeks FDA Greenlight For New Schizophrenia Treatment 

The application was based on data from a late-stage trial in which TEV-'749 administered as a once-monthly subcutaneous injection demonstrated an efficacy and safety profile consistent with currently available olanzapine formulations.

Shares of Swedish EV maker Polestar (PSNY) were in the spotlight on Monday after the company <a target="_blank" rel="noopener noreferrer nofollow" href="https://investors.polestar.com/news-releases/news-release-details/polestar-announces-usd-200-million-equity-investment">announced</a> a $200 million equity investment by Geely Chairman’s PSD Investment Limited.PSD Investment is an existing investor of Polestar, which is majority-owned by China’s Geely. PSD Investment is controlled by Shufu Li, Founder and Chairman of Geely Holding Group.Polestar has agreed to sell over 190 million newly issued American Depositary Shares (ADSs) to PSD Investment for an aggregate price of $200 million through a private investment in public equity for $1.05 per ADS. The per-share price represents a near 2% premium to the stock’s closing price on Friday.Polestar said that it intends to use the proceeds for working capital requirements and general corporate purposes. As of the end of the first quarter, the company had a cash position of $732 million.Last week, Reuters reported that Polestar is eyeing starting deliveries of its cars in France this year.Stephane Le Guevel, managing director of Polestar France, told Reuters that the EV maker is looking to initiate deliveries in France to make it one of its three main European markets, along with Britain and Sweden.Polestar last launched in new markets in 2022.On Stocktwits, retail sentiment around Polestar stayed within the ‘bearish’ territory over the past 24 hours, coupled with ‘low’ message volume.<figure class="image"><img style="aspect-ratio:627/63;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_16_at_1_35_24_PM_png_9ccbdc2ce2.webp" alt="PSNY's Sentiment Meter and Message Volume as of 1:35 p.m. ET on June 16, 2025 | Source: Stocktwits" width="627" height="63"><figcaption>PSNY's Sentiment Meter and Message Volume as of 1:35 p.m. ET on June 16, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user expressed optimism about the new investment.<stembedurl>https://stocktwits.com/daftlife/message/618046865</stembedurl>Another opined that the company would be profitable “very soon.”<stembedurl>https://stocktwits.com/Dutchman77/message/618035357</stembedurl><a href="https://stocktwits.com/symbol/PSNY">PSNY stock</a> is down by about 3% this year but up by over 27% over the past 12 months.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/leerink-initiates-boston-scientific-coverage-with-outperform-rating/chlnU3QRRRw">Leerink Initiates Boston Scientific Coverage With ‘Outperform’ Rating: Stock Rallies But Retail’s Not Overly Excited</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Polestar new energy vehicle store is seen in Shanghai, China, on January 14, 2024. (Photo by Costfoto/NurPhoto via Getty Images)

Polestar Announces $200M Funding From Geely Chairman’s PSD Investments: Retail Sees Profitability ‘Very Soon’

Polestar has agreed to sell over 190 million newly issued American Depositary Shares to PSD Investment for an aggregate price of $200 million. 

Swedish EV maker Polestar (PSNY) is reportedly eyeing starting deliveries of its cars in France this year.Stephane Le Guevel, managing director of Polestar France, <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/polestar-restarts-market-expansion-with-france-2025-06-11/">told</a> Reuters that the EV maker is looking to initiate deliveries in France to make it one of its three main European markets, along with Britain and Sweden.Polestar last launched in new markets in 2022.Guevel told Reuters that the company is looking to concentrate in France this year and “restart the tempo” in 2026. Europe currently accounts for a majority of the EV maker’s sales.Polestar will start taking orders for its Polestar 2,3, and 4 models in France on Wednesday at starting prices ranging from €46,800 ($53,523) to €79,800, Reuters reported.The first showroom in France is expected to open in Le Mans in July, with the initial deliveries slated for October, the report added.Polestar reported an 84% year-on-year (YoY) surge in first-quarter revenue to $608 million and a narrower net loss last month. The revenue rise was primarily driven by a 76.5% jump in retail sales, supported by newer models, to an estimated 12,304 cars.The company’s net loss in the three months through the end of March fell to $190 million from $276 million in the corresponding period of 2024.Polestar, majority-owned by China’s Geely, paused its financial guidance for 2025 in late April, citing current uncertainty surrounding international tariffs and government regulations impacting its business and market dynamics.On Stocktwits, retail sentiment around Polestar stayed unmoved within the ‘bearish’ territory over the past 24 hours while message volume fell from ‘normal’ to ‘low’ levels.<figure class="image"><img style="aspect-ratio:625/65;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_11_at_6_58_37_AM_png_7d8f1915ee.webp" alt="PSNY's Sentiment Meter and Message Volume as of 7:00 a.m. ET on Jun 11, 2025 | Source: Stocktwits" width="625" height="65"><figcaption>PSNY's Sentiment Meter and Message Volume as of 7:00 a.m. ET on Jun 11, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user, however, raised questions about the company’s cash reserve.<stembedurl>https://stocktwits.com/tannersteele/message/617500748</stembedurl>Last month, the company said its cash position stood at $732 million as of the end of the first quarter.<a href="https://stocktwits.com/symbol/PSNY/sentiment">PSNY stock</a> traded 3% lower in pre-market trading on Wednesday. The stock is down by about 4% this year but has gained about 39% over the past 12 months.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/geo-group-stock-in-focus-after-court-nod-to-raise-california-detention-intake-epa-pulls-biden-era-case/chlaNzbRbCN">Geo Group Stock In Focus After Court Nod To Raise California Detention Intake, EPA Pulls Biden-Era Case</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.Exchange Rate: 1 Euro = 1.14 USD

Polestar To Resume Expansion Into New Markets With France, Says Report: Retail’s Still Skeptical

The first showroom in France is expected to open in Le Mans in July, with the initial deliveries slated for October, according to a Reuters report.

Ride-hailing, food delivery, and digital payment services provider, Grab Holdings (GRAB),&nbsp;reportedly stated that it is not currently pursuing a merger with Indonesia’s GoTo Group.Grab’s latest stance, according to a Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-06-09/grab-says-it-s-not-in-talks-to-buy-goto-at-this-time">report</a>, has paused speculation around a potential $7 billion deal that would have reshaped Southeast Asia’s tech landscape.The Singapore-based ride-hailing and delivery platform emphasized that no formal negotiations or binding agreements are underway, cooling previous reports of an imminent tie-up between the two regional giants.&nbsp;Earlier, discussions had reportedly stalled due to regulatory uncertainties, the report noted.The potential merger had raised red flags with Indonesia’s antitrust authorities, which voiced concerns about market concentration and urged the companies to maintain a competitive environment.&nbsp;The proposed combination of two dominant players in ride-hailing and food delivery has drawn political scrutiny, particularly over concerns about job losses and rising service costs in Indonesia’s already strained economy.Talks between Grab and GoTo have been ongoing for years, but they have consistently run into friction, mainly due to antitrust implications and concerns about national interest.Grab went public in 2020 through a special purpose acquisition company (SPAC) deal and currently holds a market valuation of about $21 billion.Grab, supported by Uber Technologies Inc. (UBER), and GoTo, which counts SoftBank Group Corp. among its backers, have each taken steps toward achieving profitability since going public.&nbsp;However, intense rivalry for market share has limited pricing power and pressured profit margins.GoTo exited markets such as Thailand and Vietnam as part of an aggressive effort to reduce expenses, yet it continues to hold significant influence in Indonesia, Southeast Asia’s largest economy.&nbsp;A takeover would have boosted Grab’s foothold in the nation, which is home to over 275 million people, said the report.For the first quarter, Grab recorded an improvement in its earnings, with a profit of $10 million, primarily due to a reduction in operating loss and higher net finance income.On Stocktwits, retail sentiment around Grab remained in ‘bullish’ territory.<figure class="image"><img style="aspect-ratio:644/81;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_09_082349_png_b0b0eddf3f.webp" alt="GRAB's Sentiment Meter and Message Volume as of 08:30 a.m. ET on June 9, 2025 | Source: Stocktwits" width="644" height="81"><figcaption>GRAB's Sentiment Meter and Message Volume as of 08:30 a.m. ET on June 9, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/GRAB">Grab</a> stock has gained over 9% in 2025 and 42% in the past 12 months.Also See:<a href="https://stocktwits.com/news-articles/markets/equity/ionq-stock-rises-after-1-billion-oxford-ionics-acquisition/chlEaMGRbyP"> IonQ Stock Rises After $1.1B Oxford Ionics Acquisition, But Retail Remains Wary</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Grab logo displayed on a phone screen is seen in this illustration photo taken in Krakow, Poland on July 8, 2021.

Grab Cools Off Merger Talks With GoTo, Says Report: Retail Keeps Faith

Grab has reportedly indicated a pause or potential halt in its merger talks with GoTo amid regulatory concerns and political backlash in Indonesia over concerns about competition and consumer impact.

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