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SPY is trending as investors react to the ongoing State of the Union address, with community discussion heavily focused on Trump's proposals regarding tariffs and income tax, and divided opinions on whether his remarks will propel the market higher or lead to a reversal.

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

Trump Media & Technology Group Corp.

DJT is trending due to widespread anticipation and highly polarized reactions to Donald Trump's State of the Union address, with community discussions fiercely debating his economic claims, controversial allegations, and potential market impact.

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 with fervent investor discussion surrounding its cancer immunotherapy, ANKTIVA, driven by high expectations for national attention on its groundbreaking treatments and intense speculation about a potential short squeeze that has ignited extreme bullish sentiment.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is actively discussed as the market anticipates potential catalysts from the State of the Union address and NVIDIA's upcoming earnings, driving widespread community speculation on whether these events will lead to a market rally or a significant pullback amidst persistent claims of manipulation.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is trending due to intensified political and regulatory scrutiny on the healthcare sector, including a new bill introduced by senators to break up conglomerates and anticipated negative comments from a former president, sparking a polarized community debate between bearish sentiment and those identifying a long-term buying opportunity.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending on the eve of its highly anticipated earnings report, with the community actively debating whether strong results will propel the broader market higher or trigger a "sell the news" reaction, all while considering a competitor's recent major AI chip deal and ongoing concerns about US-China export policies.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending as recent political commentary underscores the critical need for data centers to secure their own power, a significant bullish catalyst for the company given its extensive renewable energy infrastructure and strategic pivot to AI/HPC. The community is actively discussing high short interest and upcoming earnings, fueling speculation of a potential squeeze.

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

Cava Group Inc

CAVA Group Inc

CAVA is trending due to its recent Q4 earnings beat and a rally in shares, driven by increased trading volume, with the community actively debating its high valuation multiples compared to Chipotle against its strong revenue growth, expansion plans, and perceived superior menu offerings.

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

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending following its Q4 earnings, where cautious fiscal year 2027 subscription revenue guidance, despite an earnings beat, fueled concerns over slowing growth and AI disruption in the enterprise software sector. While many fear AI could replace core services, supporters argue the stock is undervalued, citing its established market position and that AI leaders like Anthropic and OpenAI are Workday customers.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

Liquidia Corp is actively trending as the community eagerly anticipates a pivotal judge's decision on patent litigation, which many believe could significantly impact the stock. Bulls are optimistic, citing strong sales and Yutrepia's growing market share against competitors, while a contrasting perspective warns of underlying negative fundamentals and overvaluation.

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ETFs to Buy as AMD Shares Sink Post Poor Q1 View Amid Q4 Earnings Beat

AMD shares sink 17% despite a Q4 earnings beat as a softer Q1 outlook spooks investors, pushing ETFs with heavy AMD exposure into focus. 

<ul class="summary-bullets"><li>The rise in AI applications for hyperscalers and enterprises has intensified the need for high-performance computing, Su said.&nbsp;</li><li>She added that&nbsp;AMD has seen its data center business expand from Q4 into Q1, demonstrating ongoing strength across both CPUs and GPUs.&nbsp;</li><li>AMD reported a Q4 revenue of&nbsp;$10.3 billion and earnings per share of $1.53.</li></ul>Advanced Micro Devices Inc. (AMD) is reportedly poised for a pivotal year in 2026, according to Chair and CEO Lisa Su. She emphasized that the company’s CPU segment continues to perform exceptionally, driving strong growth amid surging demand for artificial intelligence technologies.Speaking to CNBC, Su highlighted that the company’s central processing unit lineup remains a dominant force.<blockquote>“We are going into a big inflection year here in 2026. The CPU business is absolutely on fire.”-Lisa Su, Chair and CEO, AMD&nbsp;</blockquote><h2 class="st-heading-2">AI Growth</h2>The rise in AI applications for hyperscalers and enterprises has intensified the need for high-performance computing, forming the backbone of AMD’s strategy, she added.&nbsp;Su said that typically, the first quarter (Q1) is slower due to seasonal patterns, but AMD has seen its data center business expand from Q4 into Q1, demonstrating ongoing strength across both CPUs and GPUs. This growth underscores the company’s ability to capitalize on rising demand for AI compute and enterprise workloads, even during traditionally quieter periods.<a href="https://stocktwits.com/symbol/AMD">AMD stock</a> traded over 14% lower on Wednesday morning. However, on Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day. At the same time, message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Upcoming Product Launches</h2>The CEO emphasized that the AI market is expanding faster than anticipated, and AMD aims to provide a complete compute stack to meet diverse enterprise needs. The MI450 series and Helios systems are positioned as the ideal solutions for organizations scaling AI workloads.Lisa Su’s comments come after the company reported a Q4 revenue of&nbsp;$10.3 billion and earnings per share (EPS) of $1.53, both exceeding the analysts' consensus estimate of $9.67 billion and $1.32, respectively, according to Fsical AI data.&nbsp;AMD said it expects Q1 2026 revenue to come in around $9.8 billion, with a possible swing of $300 million either way, implying a sequential drop of 5%. However, the analysts' consensus estimate stands at $9.37 billion.AMD stock has gained over 74% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uber-stock-falls-q4-eps-miss-q1-outlook/cZbSCYKR4Zm">UBER Stock Slides After Earnings: EPS Miss Overshadows Strong Revenue Growth</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the AMD (Advanced Micro Devices) logo is seen displayed on a smartphone screen. 

AMD CEO Says 2026 Will Be A Major ‘Inflection Year,’ Fueled By AI-Driven CPU Demand

AMD Stock - Speaking to CNBC, Su highlighted that the company’s central processing unit lineup remains a dominant force.

Equity

Speaking to CNBC, Su highlighted that the company’s central processing unit lineup remains a dominant force.


Tap the Super-Hot Memory Market With These ETFs

Micron stands to benefit as AI demand drives a memory chip crunch through 2027, pushing prices higher and steering investors toward targeted ETFs.

Should You Invest in the Invesco AI and Next Gen Software ETF (IGPT)?

The Zacks Analyst Blog Highlights XLK, IYW, KNCT, RSPT, XSW, FITE and IGPT

XLK leads a volatile tech space as shoppers hunt value and undervalued ETFs like KNCT, RSPT and XSW draw attention after Black Friday softness.

5 Tech ETF Deals to Grab on Black Friday 

Black Friday's budget-consciousness may bring value hunters to tech: KNCT, RSPT, XSW, FITE and IGPT look appealing as shoppers seek deals amid mixed market signals.

NVIDIA-Led Relief Rally in Tech Sector? Undervalued ETFs in Focus 

While NVIDIA's strong earnings ease AI valuation jitters, undervalued tech ETFs like KNCT, RSPT, XSW, FITE and IGPT look appealing amid lingering ecosystem and overvaluation risks.

ETFs to Buy as AMD Shares Slip After-Hours Despite Q3 Earnings Beat

AMD's Q3 beat & AI supercomputer deals signal strong growth, but Amazon's exit makes investment in diversified ETFs like SOXX and IGPT a smart move.  

<ul class="summary-bullets"><li>Seagate&nbsp;CEO Dave&nbsp;Mosely said the company’s performance underscores the team’s strong execution and robust customer demand for its high-capacity storage products.</li><li>Baird analyst Tristan Gerra lifted the price target for the stock to $270 from $188, implying 21% upside.</li><li>It is now the fourth-best-performing S&amp;P 500 stock this year.</li></ul>Seagate Technology Holdings&nbsp;Plc‘s&nbsp;(STX) stock climbed nearly 7% in Wednesday’s early premarket session after the storage devices solutions company reported a solid quarterly beat.Thanks to a broader uptrend since the post-tariff lows in early April,&nbsp;<a href="https://stocktwits.com/symbol/STX">Seagate stock</a> has surged up nearly 163%. It is now the fourth-best-performing S&amp;P 500 stock this year.<h2 class="st-heading-2">Seagate Receives Big Price Target Bump After Q1</h2>Following the quarterly results released after the market closed on Tuesday, Baird analyst Tristan Gerra lifted the price target for the stock to $270 from $188, implying 21% upside from its Monday’s closing price of $223.&nbsp;Baird retained an ‘Outperform’ rating and kept the company among its top three large-cap ideas, citing secular margin expansion and free cash flow (FCF) generation, strong artificial intelligence (AI)-related demand, and the company's overall fundamental transformation away from commoditized offerings.Gerra noted that margin expansion is ongoing, with the fiscal-year 2026 first-quarter margin exceeding the 50% target due to the pace of customer qualification and contract signing. He noted that revenue per terabyte (TB) has remained stable over the past several quarters despite a significant shift in the mix toward higher-capacity drives.The management did not provide any indication of alleviation of current supply/demand imbalances for the next four quarters, with supply growth ahead contingent on the migration to Heat-Assisted Magnetic Recording (HAMR)-based, higher-capacity drives and no plans for unit capacity increases, Gerra said. Seagate also maintained its three-year compounded annual growth rate (CAGR) target of 20%.The analyst noted that AI demand continued to accelerate, notably for video-related content.&nbsp;<h2 class="st-heading-2">What Retail Feels About Seagate Stock</h2>On Stocktwits, retail sentiment toward Seagate flipped to ‘bullish’ by early Wednesday, up from ‘bearish’ a day earlier. The message volume increased notably to ‘extremely high’ levels.One bullish watcher expected the stock to trade at least $240 by the end of the week.<stembedurl>https://stocktwits.com/Dennis123x/message/634070691</stembedurl>Another user lauded the company for continued profit growth that came even before it raised prices on its products.<stembedurl>https://stocktwits.com/Liquidmotions/message/634053331</stembedurl><h2 class="st-heading-2">Seagate’s Headline Q1 Numbers, Outlook:</h2>-Adjusted earnings per share (EPS): $2.61 Vs. $2.40 consensus (<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a>-compiled)-Revenue: $2.63B Vs. $2.55B consensus-Adjusted gross margin: 40.1%, a 2.2 percentage points sequential increaseCEO Dave Mosely&nbsp;said, “Seagate delivered strong September quarter results, with revenue growth of 21% year-over-year and non-GAAP EPS exceeding the high end of our guided range. Our performance underscores the team’s strong execution and robust customer demand for our high-capacity storage products.”The CEO said the company is ramping shipments of its areal density-leading Mozaic HAMR products, which are now qualified with five of the world’s largest cloud customers. “AI is transforming how content is being consumed and generated, increasing the value of data and storage, and Seagate is well-positioned for continued profitable growth,” he added.Segate’s board raised the quarterly cash dividend by 3% to $0.74, payable on Jan. 9, to shareholders of record, as of the close of business on Dec. 24.For the second quarter, the company guided to adjusted EPS of $2.55 to $2.95, and revenue of $2.60 billion to $2.80 billion.&nbsp; Analysts, on average, estimate $2.70 and $2.68 billion, respectively.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-stock-rises-premarket-as-nvidia-tie-up-boosts-retail-cheer/cLGZiKyR3vr">Palantir Stock Rises Premarket As Nvidia Tie-Up Boosts Retail Cheer Ahead Of Q3 Earnings Next Week</a>

A general view of the Seagate Technology company offices on January 03, 2024, in Minneapolis, Minnesota. 

Why Seagate Stock Is Surging By Nearly 7% In Premarket

Seagate Technology Holdings Plc‘s (STX) stock climbed nearly 7% in Wednesday’s early premarket session after the storage devices solutions company reported a solid quarterly beat.

Why Seagate (STX) Stock Is Surging By Nearly 7% In Premarket

Baird analyst Tristan Gerra lifted the price target for the stock to $270 from $188, implying 21% upside.


AMD-OpenAI Seal Deal: Your Signal to Ride the Wave With AMD-Heavy ETFs

AMD's multi-billion-dollar deal with OpenAI sparks a 24% stock surge and lifts ETFs heavily weighted in the chipmaker, such as SOXQ, SOXX, and IGPT.  

Invesco Capital Management LLC - Invesco AI and Next Gen Software ETF

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Beat EPS, miss revenue

Miss EPS, beat revenue

Miss EPS and revenue

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

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