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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 trending after the National Comprehensive Cancer Network updated its clinical guidelines to include ANKTIVA for a broader range of bladder cancer patients, signaling a significant expansion of the drug's eligible treatment population. The community is buzzing over this potential catalyst for increased insurance coverage and revenue, while actively discussing the long-term outlook for the company's immunotherapy platform as it gains momentum in both clinical and international markets.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is surging following a massive five-year, $27 billion AI infrastructure deal with Meta, which builds on a recent $2 billion equity investment from Nvidia. The community is heavily focused on the company's rapid hyperscaler expansion, debating the implications of this contract for future revenue and whether the stock's valuation is poised for a sustained breakout or a potential pullback.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is currently trading in a tight consolidation range as investors weigh record-breaking revenue and strong AI infrastructure demand against margin compression concerns and lingering sentiment around historical accounting reports. The community is actively debating the company's long-term value, with many hopeful that upcoming industry conferences and strategic NVIDIA ecosystem partnerships will finally catalyze a breakout from the stock's multi-month sideways trend.

Greenwich LifeSciences, Inc. engages in the development of a breast cancer immunotherapy designed to prevent the recurrence of breast cancer following surgery. The company was founded by Eric Rothe on August 29, 2006 and is headquartered in Stafford, TX.

Greenwich LifeSciences Inc

Greenwich LifeSciences is trending after reporting that the non-HLA-A*02 arm of its Phase III FLAMINGO-01 trial shows a continued reduction in recurrence rates, mirroring promising Phase II results. The community is actively discussing the potential for a major data catalyst following the announcement that the full Steering Committee will co-author upcoming AACR abstracts, with many longs viewing recent price consolidation as a strategic entry point.

Bakkt, Inc. is building the backbone of next-generation financial infrastructure. The company provides solutions that enable institutional participation in the digital asset economy, spanning Bitcoin, tokenization, stablecoin payments, and AI-driven finance. Bakkt was founded in 2018 and is headquartered in New York, NY.

Bakkt Inc. - Ordinary Shares - Class A

Bakkt Holdings Inc

Bakkt is drawing significant investor attention due to a surge in trading volume and speculation regarding a potential short squeeze, fueled by its pivot toward stablecoin settlement and institutional infrastructure. The community is actively discussing recent corporate developments, including share dilution, and is keenly anticipating an upcoming Investor Day that many hope will clarify the company's long-term growth strategy.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Delta Air Lines is facing significant operational headwinds as a prolonged government shutdown triggers mandatory flight capacity cuts and widespread cancellations, putting pressure on industry profit guidance. Despite these challenges, market sentiment remains cautiously optimistic as investors monitor the impact of rising fuel costs against the backdrop of robust travel demand and resilient corporate booking trends.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending as the community debates a potential breakout, fueled by optimism surrounding upcoming industry summits and institutional adoption reports. Investors are actively discussing the token's correlation with Bitcoin, the influence of short-sellers, and whether current price action signals a sustainable rally or another manipulated trap.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital (NUAI) is trending as investors focus on the recent appointment of Ted Warner as CFO, which the community interprets as a signal of imminent hyperscaler partnerships. While some traders are capitalizing on high volatility and speculative momentum, others are voicing frustration over delayed tenant announcements and potential dilution, maintaining a cautious wait-and-see approach.

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 investors aggressively position themselves ahead of the upcoming earnings report, driven by analyst price target hikes and bullish sentiment surrounding its critical role in AI memory infrastructure. The community is heavily focused on the company's high-volume HBM4 production for NVIDIA's Vera Rubin systems and the broader memory super-cycle, with intense debate ongoing between bulls anticipating a breakout toward new highs and bears wary of overvaluation.

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 seeing a significant surge in trading volume and investor interest as the market anticipates potential product updates and partnership news at the upcoming OFC conference. Community discussion is heavily focused on the company's progress in scaling manufacturing for AI-driven optical interconnects, with traders debating whether upcoming industry events will provide the long-awaited catalyst for sustained price momentum.

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Nebius Group NV (NBIS) shares declined more than 5% in Tuesday’s pre-market 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.Get updates to this story developing directly on Stocktwits.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.

Equity

<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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