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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending as Novo Nordisk's lawsuit and increased regulatory scrutiny over its compounded GLP-1 weight-loss medications have led the company to halt sales of its unapproved pill; this has polarized community sentiment, with bulls anticipating a bounce and bears predicting further declines due to legal risks.

SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

SMX is trending after securing a $250 million capital commitment that extends its financial runway until 2028, sparking a heated debate among investors on whether this provides crucial stability for its traceability technology or signals further share dilution for the volatile stock.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies ($PGY) is trending amidst sharp post-earnings volatility, as a slight revenue miss and cautious guidance overshadow its continued profitability and new forward flow agreement, driving a fierce debate among investors who see an extreme overreaction and a significant buying opportunity against those concerned about broader fintech weakness and ongoing share price manipulation.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is buzzing with renewed investor interest following Tether's substantial financial commitments and the Northern Data acquisition, which is set to boost its AI and cloud infrastructure. The community is eagerly anticipating a short squeeze, citing record-high short interest and Tether's strategic backing as key catalysts for growth.

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 after Morgan Stanley initiated coverage with an "Overweight" rating and a substantial price target, validating its strategy to convert Bitcoin mining infrastructure into high-performance computing data centers. The community is actively discussing the potential for a short squeeze and the company's strong position to capitalize on increasing AI infrastructure spending by hyperscalers, despite some ongoing volatility and perceived correlation to Bitcoin.

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

Cleveland-Cliffs Inc

Cleveland-Cliffs is trending following its Q4 earnings, where an EPS beat was overshadowed by a revenue miss, though management's optimistic 2026 guidance for improved steel prices and a value-accretive expiring slab contract is fueling discussion. The community is highly focused on the anticipated strategic partnership with POSCO and whether this, combined with favorable trade policies, will finally drive a significant turnaround for the steel producer.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

Monday.com is trending sharply lower following its Q4 earnings, where a beat on top and bottom lines was overshadowed by soft revenue guidance for the upcoming quarter and full year, fueling intense community debate on whether the sell-off is an overreaction or signals deeper challenges amid broader AI-driven software sector revaluations.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean ($RIG) is trending after announcing a $5.8 billion all-stock acquisition of Valaris ($VAL), aiming to create an offshore drilling industry leader positioned for an emerging upcycle. While some investors anticipate significant synergies and long-term benefits from the combined fleet, community discussion highlights concerns about the all-stock deal's implications for RIG's debt and share valuation, with Valaris shareholders initially seeing more immediate gains.

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl is experiencing an extreme sell-off and trading halts after cutting its earnings outlook and announcing leadership changes including its CFO and general counsel amid a financial reporting review, fueling community speculation around financial improprieties. While many fear further declines, other investors are actively discussing the steep drop as an overreaction and a potential 'buy the dip' opportunity for the IT services firm.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is drawing significant community attention following a popular YouTube video showcasing its Eagle Line pilot production, igniting speculation on solid-state battery commercialization and potential OEM partnerships. Many anticipate key updates surrounding its upcoming earnings, while others express frustration over continued delays and the absence of firm revenue.

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Best-Performing Leveraged ETFs of Last Week 

Leveraged ETFs delivered explosive gains last week despite mixed markets. AI-driven earnings surprises and sharp stock moves fueled massive returns.

IREN (NASDAQ:IREN) Stock Rating Lowered by Wall Street Zen

Wall Street Zen downgraded shares of IREN from a "hold" rating to a "strong sell" rating in a research report on Saturday...

IREN (NASDAQ:IREN) Stock Price Up 5.1% - Still a Buy?

IREN (NASDAQ:IREN) Shares Up 5.1% - Still a Buy...

Stock Market Today, Feb. 6: Iren Rises on Microsoft Cloud Expansion and AI Data Center Pivot

Iren (NASDAQ:IREN), a vertically integrated data center operator originally focusing on Bitcoin (CRYPTO:BTC) mining, closed Friday at $41.83, up 5.13%. The stock rebounded as investors reassessed a...

IREN's Q2 Loss Wider Than Expected, Revenues Decline Q/Q

IREN's Q2 FY26 loss widens as revenues fall 23% Q/Q, hurt by non-cash charges, despite fast growth in AI cloud services.

IREN Earnings Were Ugly Is a Beautiful Future Already Funded?

IREN Limited has secured substantial financing to support its strategic pivot to AI infrastructure despite short-term headwinds in the Bitcoin mining sector...

<ul class="summary-bullets"><li>B. Riley increased its price target to $83 from $74, maintaining a ‘Buy’ rating on the shares.</li><li>Cantor Fitzgerald lowered its price target to $82 from $136 while keeping an ‘Overweight’ rating.</li><li>Cantor attributed declines in both revenue and adjusted EBITDA to falling Bitcoin prices and a reduced operating hash rate.&nbsp;</li></ul><p>IREN (IREN) is drawing significant investor attention after analysts issued mixed updates on the company’s outlook, reflecting the transition from Bitcoin mining to AI-focused computing.&nbsp;</p><p>The company reported that its revenue for the second quarter (Q2) fell to $184.7 million, missing the analysts’ consensus estimate of $226.9 million, according to Fiscal AI data. The firm recorded a net loss of $155.4 million in Q2, compared with a net profit of $18.9 million after taxes in the same quarter last year.</p><h2 class="st-heading-2">B. Riley’s View&nbsp;</h2><p>B. Riley increased its price target on the stock to $83 from $74, while maintaining a ‘Buy’ rating. The firm noted that Iren posted Q2 adjusted earnings before interest, tax, depreciation, and amortization (EBITDA) of $75.3 million, slightly below both internal expectations and consensus estimates, while also achieving significant operational milestones.</p><p>The firm highlighted the company securing $3.6 billion in GPU financing, adding 1.6 GW of power capacity at a new Oklahoma campus, and advancing the Sweetwater 1 &amp; 2 projects in Texas. B. Riley also mentioned the company’s strategic expansion across Horizon 1-4 and British Columbia sites, describing the firm as a “de-risked, compelling long-term growth story.”</p><p><a href="https://stocktwits.com/symbol/IREN">IREN stock</a> traded over 1% lower on Friday morning. However, on Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_06_101125_png_3d4e0219c7.webp" alt="IREN’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Feb. 6, 2026 | Source: Stocktwits" width="928" height="105"><figcaption>IREN’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Feb. 6, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Revenue Pressure And Transition</h2><p>Meanwhile, Cantor Fitzgerald lowered its price target to $82 from $136 while keeping an ‘Overweight’ rating. The firm cited declines in both revenue and adjusted EBITDA from the prior quarter, attributing the drop to falling Bitcoin prices and a lower operating hash rate.&nbsp;</p><p>The firm emphasized that this shift is part of Iren’s deliberate move away from Bitcoin mining and toward AI-focused computing capacity. Cantor Fitzgerald also considers the post-earnings share price decline a potential buying opportunity for investors looking at the AI compute transition.</p><p>IREN stock has gained over 242% in the last 12 months.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/global-semiconductor-sales-poised-to-hit-1-trillion-in-2026-as-ai-fuels-demand/cZbF0qnR4FB">Global Semiconductor Sales Poised To Hit $1 Trillion In 2026 As AI Fuels Demand</a></p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</p>

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

IREN Stock In Spotlight As Analysts Weigh Growth Potential Amid Shift In Focus From Bitcoin Mining To AI Computing Growth

B. Riley mentioned the company’s strategic expansion across Horizon 1-4 and British Columbia sites, describing the firm as a “de-risked, compelling long-term growth story.”

Equity

B. Riley mentioned the company’s strategic expansion across Horizon 1-4 and British Columbia sites, describing the firm as a “de-risked, compelling long-term growth story.”


Penserra Capital Management LLC Buys Shares of 72,999 IREN Limited $IREN

Penserra Capital Management LLC purchased a new stake in shares of IREN Limited (NASDAQ:IREN - Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the...

<ul class="summary-bullets"><li>Peter Tuchman said trading screens showed “nothing but red” as Nasdaq, S&amp;P 500, and Dow futures slid.</li><li>He flagged a surge in activity, with February volume up 30%–35% versus January.</li><li>However, he said it remains unclear what’s driving the drop, pointing to rising volatility, earnings pressures, geopolitics and AI-related uncertainty.</li></ul><p>As U.S. equity futures extended losses late Thursday, veteran New York Stock Exchange floor trader Peter Tuchman, better known as the “Einstein of Wall Street”&nbsp;because his hairstyle resembles the eccentric physicist, offered a floor-level view of a market that appears to have lost its footing.</p><h2 class="st-heading-2"><strong>Terrible Thursday For US Markets</strong></h2><p>Tuchman — who started his stint at the NYSE in 1985 —&nbsp;in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/EinsteinoWallSt/status/2019527893798518915?s=20">video on X</a> said&nbsp;Thursday as “wild and crazy,” saying the market was “quietly, slowly” getting hit following a choppy start to February that included one up day, one down day, and one mixed session. By Thursday, he said, the picture had become clear: “definitely nothing but red on the screen.”</p><p>Late Thursday,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-sp500-nasdaq-futures-slide-tech-selloff-weak-jobs-data-mstr-amzn-iren-hims-moh/cZbnxdVR4nO">Nasdaq 100 futures</a> were down about 1.2%, S&amp;P 500 futures were lower by roughly 0.7%, and Dow futures slipped around 0.4%. In the prior session, the Dow Jones Industrial Average and the S&amp;P 500 both fell about 1.2%, while the Nasdaq Composite dropped roughly 1.6%, marking the Nasdaq 100’s biggest three-day decline since April.&nbsp;</p><p>On Stocktwits, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> was ‘extremely bearish’ amid ‘high’ message volume, while sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> was ‘bearish’ amid ‘high’ message volume, and sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> was ‘bullish’ amid ‘high’ message volume.</p><h2 class="st-heading-2"><strong>US Markets Seeing Selloff, Not A Crash</strong></h2><p>“Another wild and crazy day, the S&amp;P 500 wiped out over $700 BILLION in market cap today, now down 0.69% YTD. Meanwhile, Bitcoin hit its lowest price since October 2024,” he posted on X.</p><p>One of the clearest changes, Tuchman said, was in trading activity. February volume, he noted, is running about 30% to 35% above January levels. He cited roughly 1.5 billion shares traded, with about twice as many shares changing hands in falling stocks as in rising ones.&nbsp;</p><p>Despite the intensity of the move, Tuchman said the action should not be viewed as a crash, describing it instead as a selloff or pullback and stressing that a single down day does not define a market.</p><p>He also pointed to several psychological levels that have slipped. The&nbsp;Dow Jones Index, he said, has broken below 49,000 and is drifting further away from the 50,000 mark. At the same time, he noted that the S&amp;P 500 had been just inches from the 7,000 level only days earlier, briefly touching it intraday.&nbsp;</p><h2 class="st-heading-2"><strong>Uncertainty Clouds Market Direction</strong></h2><p>However, Tuchman remains unclear on what’s driving U.S. equities lower. He speculated moves in geopolitics, earnings and AI trade, which have dominated recent market narratives. “There’s a lot to digest, a lot to unpack. The dinner table is not getting ready to serve anybody yet.”</p><p>Tuchman also flagged rising volatility, noting that the VIX was up more than 15%.&nbsp;“That means the fear is back in the market,” he said.&nbsp;He questioned whether fresh money was entering or leaving the market, whether earnings or geopolitical developments were contributing, and whether markets were entering what he described as a “quandary.” He also cited recent history, noting that the S&amp;P 500 has posted back-to-back annual gains of about 20%.</p><h2 class="st-heading-2"><strong>Earnings, Geopolitics And Weak Data Weigh</strong></h2><p>On the earnings front, Amazon.com said it plans to spend $200 billion this year on data centers, ships, and equipment, while Alphabet projected capital expenditures of up to $185 billion in 2026. Elsewhere, Strategy reported a $17.4 billion fourth-quarter operating loss, IREN swung to a $155.4 million quarterly net loss, and Molina Healthcare posted a surprise quarterly loss after cutting its 2026 guidance. The selling spread broadly, with nine of 11 S&amp;P 500 sectors retreating.</p><p>Geopolitics also stayed in focus. Iran confirmed it would hold negotiations with the United States in Oman on Friday. Ukraine peace talks remained on investors’ radar as well, while the U.S. and Russia agreed to restart high-level military contacts that had been suspended shortly after Russia’s invasion of Ukraine.</p><p>All of this unfolded alongside softer U.S. labor data, with job openings falling to their lowest level since 2020, jobless claims rising more than expected, and employers announcing the largest number of job cuts for any January since 2009.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Trader Peter Michael Tuchman reacts as he works on the floor of the New York Stock Exchange during morning trading on April 15, 2025 in New York City. (Photo by Adam Gray/Getty Images)

‘Einstein Of Wall Street’ On NYSE Trading Floor Says ‘Fear Is Back’ In Markets After $700B S&P 500 Wipeout — But Doesn’t Think It’s A Crash

After a choppy start to February, selling pressure intensified late Thursday. From the NYSE floor, veteran trader Peter Tuchman says the tone has clearly shifted.

IREN Q2 Earnings Call Highlights

IREN (NASDAQ:IREN) used its fiscal second-quarter 2026 earnings call to emphasize progress in its shift from Bitcoin mining to what management described as a vertically integrated AI cloud platform...

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

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IREN Limited

Traders eagerly anticipate multi-billion-dollar hyperscaler contracts as the company secures 4.5 GW of power for its rapidly expanding AI cloud infrastructure.

After a volatile earnings report showing a significant loss, the stock sees a strong bounce, fueling debates between bulls targeting new highs and bears predicting further downside.

Investors closely monitor the company's strategic transition from its Bitcoin mining operations to high-growth AI cloud services, seeking a market re-rating.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	-$0.22	--	--	N/A
Q2 '26	-$0.11	-$0.52	-374.79%	MISSED
Q1 '26	$0.15	$1.08	620.40%	BEAT
Q4 '25	$0.18	$0.19	7.53%	BEAT
Q3 '25	$0.12	--	--	N/A

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