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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 surging as investors closely monitor CEO Jensen Huang's inclusion in the high-stakes U.S.-China trade summit, fueling optimism for potential breakthroughs in restricted chip exports to Chinese markets. The community is actively debating the stock's massive rally and future growth potential while dismissing recent short-seller reports as noise against the backdrop of record-breaking institutional demand and upcoming earnings.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending as investors weigh significant AI infrastructure investments against a mixed earnings report, with community sentiment split between skepticism over profitability and bullish hopes driven by a potential breakthrough in trade relations during the Trump-Xi summit.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is surging following a strong earnings report that highlighted a significant re-rating of its AI infrastructure capabilities and record-breaking demand for networking products. The community is actively discussing the stock's massive overnight gain, drawing parallels to the dot-com era while debating if this rally represents a fundamental shift in its role as a key AI plumbing provider.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix is trending as investors react to the company's shift from a pure development story to a commercialization phase, despite lingering concerns over smartphone battery qualification timelines. The community is actively debating the significance of recent leadership appointments and the potential for new revenue streams from smart eyewear and drone applications to offset delays.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy is trending following a massive quarterly revenue surge and the launch of a new joint venture with Cerberus aimed at scaling long-duration energy storage. The community is actively debating the stock's future, highlighting a significant short interest squeeze potential versus concerns over capital dilution and the company's long-term operational execution.

Energy Vault Holdings, Inc. engages in the provision of energy storage solutions. The company was founded in September 2020 and is headquartered in Westlake Village, CA.

Energy Vault Holdings Inc

Energy Vault Holdings is gaining attention as investors weigh the company's expanding backlog and strategic agreements against short-term market volatility and sector-wide sentiment. The community is actively debating the stock's potential to capitalize on the growing demand for AI data center energy infrastructure and grid stability, with many closely watching for upcoming earnings catalysts.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending as a battleground stock, with bullish retail investors banking on a massive short squeeze ahead of earnings, while bears and skeptics argue that AI competition from tools like Anthropic's Claude poses an existential threat to its design-software dominance. The community is deeply polarized, with bulls pointing to heavy institutional loading and high short interest as catalysts for a potential rally, while critics dismiss the company as an overvalued, struggling asset susceptible to technological displacement.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is trending as investors weigh significant insider buying, including a major stake acquisition by the board chair, against continued volatility and concerns regarding credit quality ahead of the upcoming PriceRunner lawsuit verdict. The community remains deeply divided, with many traders attempting to scalp the stock's high volatility while long-term bulls defend its potential for growth following recent strategic partnerships with Google.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is currently at the center of intense debate as traders weigh its rapid valuation surge against concerns over persistent institutional selling and its reliance on foundry partnerships. The community remains deeply divided, with bulls pointing to strategic AI collaborations and political backing as indicators of long-term growth, while skeptics warn of an overextended technical setup and potential price corrections.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is seeing increased investor activity driven by the launch of Ford Energy, a new subsidiary focused on battery storage systems for data centers and industrial clients to support surging AI power demands. While some traders are reacting to this strategic pivot as a potential long-term re-rating, community discussion remains divided between those betting on an AI-driven energy play and others skeptical of the company's historical performance and reliance on legacy auto revenue.

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<ul class="summary-bullets"><li>Management attributed part of the weakness to one-time items tied to a strategic pivot away from compounded weight-loss drugs, including approximately $33.5 million in restructuring charges.</li><li>The company reiterated long-term 2030 targets of at least $6.5 billion in revenue and $1.3 billion in adjusted core profit.&nbsp;</li><li>CFO Yemi Okupe highlighted early positive signals from the pivot into branded GLP-1 drugs and the company’s scale.</li></ul>Hims &amp; Hers Health Inc. (HIMS) shares fell 13% in after-hours trading Monday after the telehealth and consumer health platform reported first-quarter results that missed Wall Street revenue expectations, swung to a sizable net loss, and showed margin pressure—even as the company raised its full-year 2026 guidance.For the quarter ended March 31, 2026, Hims &amp; Hers posted revenue of $608.1 million, a 4% increase from $586.0 million a year earlier, and below an analyst estimate of $616.85 million. Subscriber growth remained solid, reaching nearly 2.6 million (up 9% year-over-year), but monthly revenue per average subscriber slipped 6% to $80. Gross margin contracted to 65% from 73% in the prior-year period.Diluted loss per share came in at $0.40 per share in the quarter, compared to an estimated $0.03 earnings per share. Management attributed part of the weakness to one-time items tied to a strategic pivot away from compounded weight-loss drugs, including approximately $33.5 million in restructuring charges and a $15 million legal settlement related to expanding its assortment of branded GLP-1 weight-loss products. U.S. revenue fell 8% to $529.9 million, while rest-of-world revenue surged 969% to $78.2 million amid international expansion.<h2 class="st-heading-2">Fresh Guidance</h2>Despite the soft quarter, Hims &amp; Hers raised its full-year 2026 outlook. It now expects revenue between $2.8 billion and $3.0 billion, up from a prior implied range around $2.7 billion–$2.9 billion, and adjusted core profit of $275 million to $350 million.For the second quarter, it guided revenue to $680 million–$700 million and adjusted core profit to $35 million–$55 million. The updated guidance excludes any contribution from the pending acquisition of Eucalyptus, expected to close mid-2026.<h2 class="st-heading-2">Pivot And Aftermath</h2>CFO Yemi Okupe highlighted early positive signals from the pivot into branded GLP-1 drugs and the company’s scale. “In the first quarter, we made a strategic pivot that expanded our assortment of branded GLP-1 products, and early demand signals show our consumer reach broadening meaningfully,” he said. “With nearly 2.6 million subscribers across a diverse breadth of specialties, we have the scale to invest in technology and operations to leverage our closed-loop ecosystem.” The company reiterated long-term 2030 targets of at least $6.5 billion in revenue and $1.3 billion in adjusted core profit.Hims &amp; Hers Health Inc. executed a strategic pivot in the first quarter of 2026, reorienting its U.S. weight-loss offering to prioritize branded GLP-1 medications while sharply curtailing compounded versions. The company, which had previously emphasized compounded GLP-1 drugs domestically, expanded its assortment of branded products to align the U.S. business with the approach it already uses in international markets, limiting compounded GLP-1 access on its platform to a much smaller scale.<h2 class="st-heading-2">How Did HIMS Retail Traders React?</h2>On Stocktwits, retail sentiment around HIMS jumped from 'bearish' to 'extremely bullish' territory over the past 24 hours, while message volume increased from 'low' to 'high' levels.A Stocktwits user termed the stock a falling knife.<stembedurl>https://www.stocktwits.com/ianvestor/message/653024630</stembedurl>Another user expressed disappointment over the earnings report.<stembedurl>https://www.stocktwits.com/Boss_marcel/message/653024470</stembedurl>HIMS stock has fallen 47% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/tsla-stock-rises-after-piper-sandler-declares-optimus-is-free-ahead-of-musk-china-visit/cZXaLQTRehH">TSLA Stock Rises After Piper Sandler Declares Optimus Is Free Ahead Of Musk China Visit</a>For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

In this photo illustration, a person holds a smartphone displaying the logo of Hims & Hers Health Inc. (NYSE: HIMS). (Photo illustration by Cheng Xin/Getty Images)

HIMS Stock Tumbles As Branded GLP-1 Pivot Triggers Margin Hit And One-Time Charges  

Q1 diluted loss per share came in at $0.40 per share in the quarter, compared to an estimated $0.03 earnings per share.

Equity

Q1 diluted loss per share came in at $0.40 per share in the quarter, compared to an estimated $0.03 earnings per share.


<ul class="summary-bullets"><li>Sale prices ranged from $250.61 to $438.74 per share, reflecting the stock’s recent volatility.</li><li>The hedge fund’s partial exit comes as CAR trades well below its 52-week highs but remains elevated from earlier 2026 levels.</li><li>Until April 21, CAR stock gained in all but one session in the month, driven by a reported short squeeze.</li></ul>Hedge fund Pentwater Capital Management LP sold over 1.3 million shares of Avis Budget Group Inc. (CAR) last week, sending the stock down 7% after hours on Tuesday.The sales were executed on April 22 and 23, according to a filing with the Securities and Exchange Commission. Sale prices ranged from $250.61 to $438.74 per share, reflecting the stock’s recent volatility. The filing lists dozens of individual trades, including ones involving as few as 145 shares and another involving 474,345 shares.Pentwater and its CEO, Matthew Halbower — listed jointly as 10% owners — still control millions of shares indirectly after the sales. The hedge fund’s partial exit comes as CAR trades well below its 52-week highs but remains elevated from earlier 2026 levels. No other explanation for the sales was provided in the filing.<h2 class="st-heading-2">Short Squeeze Drives CAR To Its Highest Point</h2>Until April 21, CAR stock gained in all but one session in the month, driven by a reported short squeeze. The rally pushed shares up nearly 400% to a record high.Earlier this week, Barclays said the rally was driven by a supply-demand imbalance, with two investors controlling about 71% of the shares and total economic interest exceeding 100% due to swaps, while high short interest sparked a sharp squeeze.<h2 class="st-heading-2">What Triggered The Collapse?</h2>Last week, Fugazi Research said the sharp sell-off followed the collapse of a fragile setup between two hedge funds, SRS Investment Management and Pentwater Capital, describing it as a “prisoners’ dilemma” that quickly unraveled.It noted that the two hedge funds had built combined exposure exceeding 100% of the float, effectively squeezing supply and pushing the stock far beyond its fundamentals, calling it the most extreme short squeeze since GameStop.The firm also flagged serious concerns about the business, citing billions in recent losses, heavy debt, and weak earnings relative to its interest obligations. It added that the company offers no dividends or meaningful buybacks, while its balance sheet remains under pressure.<h2 class="st-heading-2">How Did CAR Retail Traders React?</h2>On Stocktwits, retail sentiment fell from ‘bearish’ to ‘extremely bearish’ territory over the past 24 hours, while message volume stayed at ‘extremely high’ levels.<a href="https://stocktwits.com/symbol/CAR">CAR stock</a> has risen 92% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/be-stock-soas-after-hours-as-rising-ai-infrastructure-boosts-full-year-power-demand-outlook/cZBo95bRedy">BE Stock Soars After-Hours As Rising AI Infrastructure Boosts Full-Year Power Demand Outlook</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

CAR Stock Slips After Hours As Hedge Fund Drops Shares Worth Millions

The sales were executed on April 22 and 23, according to a filing with the Securities and Exchange Commission.

IJH, FLEX, FTI, CW: Large Inflows Detected at ETF

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Core S&P Mid-Cap ETF (Symbol: IJH) where we have detected an approximate $349.6 million dollar inflow -- that's a 0.3% increase week over...

<ul class="summary-bullets"><li>The European Commission is now expected to have a decision on the company’s application for Redemplo by the second quarter of 2026.</li><li>Earlier this week, Morgan Stanley upgraded Arrowhead to ‘Overweight’ from ‘Equal Weight’ with a price target of $100, up from $78.</li><li>According to data from Koyfin, 10 of 12 analysts rated the stock ‘Buy’ or higher, two rated it ‘Hold.’</li></ul>Shares of Arrowhead Pharmaceuticals (ARWR) closed up 6% this week after the European Medicines Agency’s (EMA) committee issued a positive opinion recommending approval of Redemplo for familial chylomicronemia syndrome, building on heightened Wall Street optimism earlier this week.ARWR stock has closed higher for six consecutive weeks as of Friday-end.<h2 class="st-heading-2">What Drove The Rally This Week?</h2>Arrowhead said on Friday that the European Medicines Agency’s Committee for Medicinal Products for Human Use has recommended the approval of the company’s Redemplo to reduce triglyceride levels in adult patients with a rare disease called familial chylomicronemia syndrome, which is characterized by triglyceride levels that can be orders of magnitude higher than normal. Higher triglyceride levels can lead to a higher risk of developing acute, recurrent, and potentially fatal pancreatitis.The European Commission is now expected to have a decision on the company’s application for Redemplo by the second quarter of 2026. The medicine is already approved in the United States, Canada, and China for the condition. Redemplo is self-administered via subcutaneous injection once every three months.<h2 class="st-heading-2">Wall Street Optimism</h2>Earlier this week, Morgan Stanley upgraded Arrowhead to ‘Overweight’ from ‘Equal Weight’ with a price target of $100, up from $78. The firm sees the stock's momentum continuing ahead of late-stage Severe Hypertriglyceridemia (sHTG) data due in Q3. Morgan Stanley expects positive data to "unlock a multibillion-dollar opportunity that remains underappreciated" at current share levels.BofA on Monday also raised the firm's price target on Arrowhead to $93 from $81 and kept a ‘Buy’ rating on the shares. The firm's raised target reflects a refined view of the Redemplo-sHTG total addressable market, as it now models $3 billion in peak sales versus $2.4 billion previously forecast, the analyst told investors.According to data from Koyfin, 10 of 12 analysts rated the stock ‘Buy’ or higher, two rated it ‘Hold.’ The stock has an average price target of $84.18, representing a potential upside of 14%.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around ARWR stock rose from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.A Stocktwits user voiced optimism for the impending drug approval in Europe.<stembedurl>https://www.stocktwits.com/StockingStuffer2832/message/651270002</stembedurl><a href="https://stocktwits.com/symbol/ARWR">ARWR stock</a> has rallied about 454% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/grce-stock-on-track-for-worst-week-in-5.5-years-whats-driving-selloff/cZBhfUhRecV">GRCE Stock On Track For Worst Week In 5.5 Years — What’s Driving The Selloff?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

ARWR Rallies 7% This Week As Europe Edges Closer To Redemplo Approval Amid Analyst Optimism

An EMA committee has recommended the approval of ARWR’s Redemplo to reduce triglyceride levels in adult patients with a rare disease called familial chylomicronemia syndrome. 

CAR Records Worst Day Since 2006 As ‘Most Structurally Violent Short Squeeze Since GameStop’ Unravels

The stock plunged roughly 38% on Wednesday — from a 52-week high near $847 to close around $444 — and continued selling heavily on Thursday to close 48% lower.  

<ul class="summary-bullets"><li>The company stated in a post on X that it will offer $420.69 in cash for Xbox or PlayStation 5 gaming consoles, with the offer valid from April 20 to 22.</li><li>“The Big Short” investor Michael Burry disclosed earlier this month that he had increased his stake in GameStop.</li><li>GameStop CEO Ryan Cohen stated in a January interview with CNBC that the company is eyeing a “very big” deal that could make GameStop worth hundreds of billions of dollars.</li></ul>Shares of GameStop Corp. (GME) rose 5% on Wednesday morning and were on track for their best intraday gains in nearly 10 weeks.GameStop’s shares are currently trading above the stock’s 50-day and 100-day moving averages.<figure class="image"><img src="https://news.stocktwits-cdn.com/GME_jpg_0c6723d61a.webp" alt="GameStop 50 and 100 DMA" width="1377" height="880"><figcaption>Source: TradingView</figcaption></figure>GameStop’s recent surge comes in the backdrop of the company launching a three-day console trade-in offer. The company stated in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/gamestop/status/2046602979772674488">post</a> on X that it will offer $420.69 in cash for Xbox or PlayStation 5 gaming consoles, with the offer valid from April 20 to 22.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits&nbsp;<a href="https://stocktwits.com/symbol/GME">GameStop</a> trended in the ‘bullish’ territory, with message volumes at ‘high’ levels. GME was among the top trending tickers on the platform at the time of writing.One bullish user on the platform stated that they’re still waiting for news of the acquisition.<stembedurl>https://stocktwits.com/jackdarippah/message/651016311</stembedurl>Another user wondered how long it would take for GameStop’s cash on hand to exceed its market capitalization.<stembedurl>https://stocktwits.com/emptytank/message/651006854</stembedurl>GameStop reported during its fourth-quarter (Q4) results that its cash reserves and short-term investments stood at $9.01 billion at the end of January 2026<h2 class="st-heading-2">Burry Increases GameStop Stake</h2>“The Big Short” investor Michael Burry disclosed earlier this month that he had increased his stake in GameStop.“In a market crash, I believe Ryan could move fast to deploy cash, which would be a catalyst, and I do not see much downside from here, as described in Final Stop GameStop. Corporate governance is as good as it gets if one is ok with a benign dictator,” Burry stated in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://michaeljburry.substack.com/p/trading-post-april-10-2026">post</a> on Substack.This comes after Burry announced in January that he had been buying GameStop shares as a long-term investment.<h2 class="st-heading-2">GameStop CEO Cohen Eyes A ‘Very Big’ Deal</h2>GameStop CEO Ryan Cohen stated in a January interview&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/30/gamestop-ceo-ryan-cohen-targets-consumer-mega-deal.html">with</a> CNBC that the company is eyeing a “very big” deal that could make GameStop worth hundreds of billions of dollars. GameStop’s current market capitalization is around $11.5 billion.“It’s transformational. Not just for GameStop, but ultimately, within the capital markets … this is something that really has never been done before within the history of the capital markets,” Cohen said.During its fourth-quarter (Q4) earnings in March this year, GameStop did not address Cohen’s comments, nor did it state if an acquisition or a deal is currently under consideration.<h2 class="st-heading-2">GameStop’s Mixed Q4</h2>GameStop reported earnings per share (EPS) of $0.49 on revenue of $1.1 billion. Wall Street estimated an EPS of $0.37 on revenue of $1.47 billion, according to Fiscal.ai data.GameStop is expected to report EPS of $0.12 in the first quarter (Q1) on revenue of $700 million, according to Fiscal.ai data.<a href="https://stocktwits.com/symbol/GME">GME stock</a> is up 27% year-to-date, but down 8% over the past 12 months. The iShares Core S&amp;P Mid-Cap ETF (IJH) is up 32% over the past 12 months, while the Vanguard Total Stock Market Index Fund ETF (VTI) is up 35%.The Vanguard Small-Cap Index Fund ETF (VB) is up 37% during this period, while the Vanguard Small-Cap Value Index Fund ETF (VBR) is up 33%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-8-gen-tpu-new-ai-agents-take-on-nvidia-openai-anthropic/cZBBtyDReGu">Google Announces 8th Gen TPU, New AI Agents As It Looks To Take On Nvidia, OpenAI, And Anthropic</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The GameStop logo is being displayed on a smartphone with GameStop visible in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

GME Stock On Track For Best Intraday Gains In 10 Weeks — Why Are Retail Traders Excited?

GameStop’s recent surge comes in the backdrop of the company launching a three-day console trade-in offer.

<ul class="summary-bullets"><li>For the Aluminum segment core profit, the company expects sequential favorable impacts of approximately $55 million in Q2.</li><li>The company left its 2026 alumina and aluminum production and shipment guidance unchanged.</li><li>For the first quarter, the company reported revenue of $3.193 billion, down from $3.369 billion a year ago, and below an analyst estimate of $3.3 billion.</li></ul> Alcoa Corporation (AA) shares plunged 3% in after-hours trading Thursday after the company said that it expects a negative impact in the second quarter (Q2) on the Alumina segment owing to the ongoing U.S.-Israel war against Iran.The stock closed the regular session flat at $70.41 before sliding sharply after hours.The company said that it expects sequential unfavorable impacts of approximately $15 million in Q2 on the Alumina segment adjusted core profit, owing in part to higher energy prices due to the conflict in the Middle East.However, for the Aluminum segment core profit, the company expects sequential favorable impacts of approximately $55 million, driven by higher shipments, inventory repositioning, and the completed restart of its San Ciprián smelter in Spain, partially offset by lower energy sales.The company left its 2026 guidance unchanged: alumina production 9.7–9.9 million metric tons and shipments 11.8–12.0 million metric tons; aluminum production 2.4–2.6 million metric tons and shipments 2.6–2.8 million metric tons.<h2 class="st-heading-2">Alcoa Corp Q1 Numbers</h2>For the first quarter (Q1), the company reported revenue of $3.193 billion, down from $3.369 billion a year ago, and below an analyst estimate of $3.3 billion, according to data from Fiscal AI.Adjusted earnings per common share came in at $1.40, lower than the $2.15 reported in the corresponding quarter of 2025, and below an analyst estimate of $1.51, owing to shipment delays and lower volumes.While third party alumina shipments decreased 31% in the quarter to 1.6 million metric tons due to seasonally lower first quarter shipments, Middle East conflict, and Cyclone Narelle, total shipments of Aluminum decreased 8% sequentially to 613,000 metric tons, the company said“Our experienced team performed very well managing the impacts from the Middle East conflict and Cyclone Narelle. We delivered a solid quarter excluding shipment timing impacts, which we expect to realize in the second quarter of 2026,” CEO William F. Oplinger said.Alcoa ended the quarter with $1.4 billion in cash and total debt of $2.551 billion.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around AA stock jumped from bearish to neutral territory over the past 24 hours, while message volume increased from low to normal levels.<a href="https://stocktwits.com/symbol/AA">AA stock</a> has gained about 181% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/nio-vs-xpev-vs-li-which-stock-does-wall-street-see-most-upside-for/cZJvDnDRIxT">NIO Vs. LI Vs. XPEV: Which Stock Does Wall Street See Most Upside For?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Alcoa Shares Tumble In After-Hours Trading On Negative Alumina Segment Impact From US-Iran War

Alcoa Stocks - The company said that it expects sequential unfavorable impacts of approximately $15 million in Q2 on the Alumina segment adjusted core profit, owing in part to higher energy prices due to the conflict in the Middle East. 

The company said that it expects sequential unfavorable impacts of approximately $15 million in Q2 on the Alumina segment adjusted core profit, owing in part to higher energy prices due to the conflict in the Middle East. 


<ul class="summary-bullets"><li>Health and Human Services Secretary Robert F. Kennedy Jr. said in an X post on Wednesday that the FDA will remove 12 peptides from the category of drug substances with significant safety risks.</li><li>Leerink analyst Michael Cherny views Kennedy’s announcement as a "clear positive" for Hims &amp; Hers.</li><li>The lifting of restrictions would help "fill the growth hole" the company is likely to see from the transition to commercial weight loss products, the analyst said.</li></ul>Shares of Hims &amp; Hers Health (HIMS) closed up12% on Thursday, marking its fourth consecutive day closing in the green, after the U.S. Food and Drug Administration expressed willingness to consider whether compounding pharmacies can manufacture certain peptides.Health and Human Services Secretary Robert F. Kennedy Jr. <a href="https://stocktwits.com/news-articles/markets/equity/why-is-hims-stock-rallying-after-hours/cZJtsDdRIwt">said</a> in an X post on Wednesday that the FDA will remove 12 peptides from the category of drug substances with significant safety risks. The previous categorization prohibited compounding pharmacies from making versions of it.At two meetings starting in July, independent experts at the Pharmacy Compounding Advisory Committee will rigorously evaluate each substance on its scientific merits using full clinical, pharmacological, and safety evidence, the Health Secretary said, stoking investor optimism for HIMS being able to sell peptides.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around HIMS stock jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume increased from ‘low’ to ‘extremely high’ levels. Retail chatter jumped 628% over the past day, according to platform data.A Stocktwits user said that a possible pivot to peptides will have the biggest driver of revenue growth for Hims.<stembedurl>https://www.stocktwits.com/unassuming/message/650512225</stembedurl>Another user said that the stock continues to be undervalued.<stembedurl>https://www.stocktwits.com/myleomylion/message/650511802</stembedurl>A third user said that the stars are aligned for HIMS stock with Trump not wanting to get “in the way of healthcare” and a recent agreement with Novo Nordisk to sell branded GLP-1 therapies instead of compounded treatments. &nbsp;<stembedurl>https://www.stocktwits.com/PickingTickers/message/650502697</stembedurl><h2 class="st-heading-2">Wall Street Weighs In</h2>Leerink analyst Michael Cherny views Kennedy’s announcement as a "clear positive" for Hims &amp; Hers. The lifting of restrictions would help "fill the growth hole" the company is likely to see from the transition to commercial weight loss products, the analyst told investors in a research note. Leerink believes a positive recommendation from the advisory committee would allow Hims &amp; Hers to leverage its existing peptide facility."This would not immediately translate into revenue but would seemingly be a growth avenue that HIMS would push hard on," the firm writes. Leerink has a ‘Market Perform’ rating on Hims &amp; Hers.Bank of America Securities also lifted its price target on Hims to $25 from $21, while maintaining a ‘Neutral’ rating, earlier in the day.<h2 class="st-heading-2">Hims Eyes Peptides</h2>Hims has previously expressed interest in expanding its peptide offerings. In February, the company said that it plans to work on research and development for “future categories like peptides.”“Our medical team believes certain peptide therapies hold meaningful potential in helping Americans live healthier lives, and we are actively exploring how to expand access in a way that will be aligned with FDA guidance and reflects our commitment to consumer safety, transparency, and clinical excellence,” Hims Chief Medical Office Pat Carroll said on Wednesday.<a href="https://stocktwits.com/symbol/HIMS">HIMS stock</a> has gained 1% over the past 12 months despite diving nearly 54% over the past six months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/pbm-stock-on-track-for-best-session-on-report-of-upcoming-executive-order-on-psychedelic-ibogaine/cZJvrazRIDy">PBM Stock On Track For Best Session On Report Of Upcoming Trump Executive Order On Psychedelic Ibogaine</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

HIMS Stock Closes Another Day In The Green — But Retail Sees More Upside

HIMS Stock - Retail traders are convinced that peptides will be the next key revenue driver for the online telehealth and digital pharmacy platform. 

Retail traders are convinced that peptides will be the next key revenue driver for the online telehealth and digital pharmacy platform. 


<ul class="summary-bullets"><li>At two meetings starting in July, independent experts at the Pharmacy Compounding Advisory Committee will rigorously evaluate each substance on its scientific merits, Kennedy said.</li><li>Peptides are a segment that Hims expressed interest in during its last earnings call in February.&nbsp;</li><li>Peptides are frequently utilized in skincare, supplements, and specialized therapeutic treatments.</li></ul>Shares of Hims &amp; Hers Health (HIMS) closed up 14% and edged 11% higher after-hours on Wednesday as the Trump administration contemplates easing the rules around selling peptides.Health and Human Services Secretary Robert F. Kennedy Jr. said in an X post on Wednesday that the U.S. Food and Drug Administration will remove 12 peptides from the category of drug substances with significant safety risks. The previous categorization prohibited compounding pharmacies from making versions of it.<h2 class="st-heading-2">The Rationale</h2>At two meetings starting in July, independent experts at the Pharmacy Compounding Advisory Committee will rigorously evaluate each substance on its scientific merits using full clinical, pharmacological, and safety evidence, the Health Secretary said, adding that the action is aimed at regulating access and shifting demand away from the black market. Peptides are a segment that Hims expressed interest in during its last earnings call in February.Following Kennedy’s post, Hims Chief Medical Office Pat Carroll applauded the move.“Our medical team believes certain peptide therapies hold meaningful potential in helping Americans live healthier lives, and we are actively exploring how to expand access in a way that will be aligned with FDA guidance and reflects our commitment to consumer safety, transparency, and clinical excellence,” Carroll said.Peptides are short chains of amino acids, the building blocks of proteins, used primarily to enhance skin health, build muscle, aid in weight loss, and manage medical conditions. They are frequently utilized in skincare, supplements, and specialized therapeutic treatments.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around HIMS stock jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours, while message volume increased from ‘low’ to ‘high’ levels.A Stocktwits user highlighted the market demand for peptides.<stembedurl>https://www.stocktwits.com/OSheaTrade/message/650417266</stembedurl>Another highlighted the company’s expanding product range and expressed hopes for the stock to rally to $45, and further to $100.<stembedurl>https://www.stocktwits.com/REALAdrian/message/650414976</stembedurl>According to data from Koyfin, three of the 15 analysts covering HIMS rate it ‘Buy’ or higher, while 12 rate it ‘Hold.’ The 12-month average price target on the stock is $24, representing a potential downside of about 1% from last close.<a href="https://stocktwits.com/symbol/HIMS">HIMS stock</a> has lost 18% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/svra-stock-slips-post-market-after-fda-delays-decision-on-pulmonary-therapy/cZJtoosRIwA">SVRA Stock Slips Post-Market After FDA Delays Decision On Pulmonary Therapy</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Is HIMS Stock Surging More Than 11% After-Hours Today?

Health and Human Services Secretary Robert F. Kennedy Jr. said in an X post on Wednesday that the FDA will remove 12 peptides from the category of drug substances with significant safety risks.

<ul class="summary-bullets"><li>Earlier this week, Anthropic unveiled Claude Managed Agents, a new tool to help developers build their own AI agents 10 times faster.&nbsp;</li><li>UiPath is a software company that provides automation tools for AI agents.&nbsp;</li><li>Meanwhile, retail traders on Stocktwits turned bullish on the stock, dismissing worries over Anthropic’s threat to the agentic AI company.</li></ul>Shares of UiPath Inc. (PATH) slid more than 5.7% on Friday, reaching an intraday 52-week low, as concerns over Anthropic’s agentic artificial intelligence tools announcement spooked markets.The company’s shares slid to $9.28 during trading hours, before closing up slightly at $9.38. The stock continued to decline in after-market hours.Meanwhile, retail traders on Stocktwits turned bullish on the stock, dismissing worries over Anthropic’s threat to the agentic AI company.<h2 class="st-heading-2">What Is Retail Saying?</h2>On Stocktwits, retail sentiment over PATH stock improved from ‘neutral’ to ‘bullish’ over the past 24 hours, while message volumes climbed from ‘low’ to ‘normal’ levels.One bullish user said that the selloff was “fearful and irrational,” adding that software companies like UiPath would integrate with agentic AI. The user added that while it would take time for that realization to impact markets, the payoff would ultimately be big.<stembedurl>https://stocktwits.com/NachoTheBull/message/649848732</stembedurl>Another user said that the company looked extremely “oversold.”<stembedurl>https://stocktwits.com/newguy1219/message/649853336</stembedurl>Another bullish user expressed disappointment that CEO Daniel Dines was not aggressively buying back the stock to improve share price and sentiment.<stembedurl>https://stocktwits.com/DizPlinTrading/message/649798117</stembedurl><h2 class="st-heading-2">What’s The Anthropic Connection?</h2>Earlier this week, Anthropic unveiled Claude Managed Agents, a new hosted service in the Claude Platform to build, deploy, and scale AI agents, making it easier for developers to build their own infrastructure 10 times faster.The company said that it would offer a secure cloud sandbox for executing code, managing long-running tasks, and handling tool orchestration, helping prototypes launch in days rather than months.The announcement, coupled with other launches from Anthropic, have led to deep selloffs in the software industry. UiPath is a software company that provides automation tools for AI agents.<a href="https://stocktwits.com/symbol/PATH/">PATH stock</a> has declined more than 40% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/net-stock-heads-for-worst-drop-in-over-2-years-retail-goes-bottomfishing/cZJ0SLBRItM">NET Stock Heads For Worst Drop In Over 2 Years — Retail Goes Bottomfishing Amid Software Selloff</a>

The UiPath logo is seen displayed on a smartphone screen next to a keyboard. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

PATH Stock Slides To 52-Week Low Amid Anthropic Concerns — Retail Calls Selloff ‘Irrational’

UiPath shares slid to $9.28 during trading hours, before closing up slightly at $9.38. 

iShares Trust - iShares Core S&P Mid-Cap ETF

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Current Price	$73.13
Prev Close	$73.33
Open	$73.53
Dividend Yield	N/A
50-Day Moving Average	$70.23
Beta	N/A
Avg. Volume	8.28M
PE Ratio	N/A

52-Week High	$75.15
52-Week Low	$58.84
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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