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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending after its Q4 earnings report, which, despite solid subscriber growth and ad revenue, prompted a significant stock decline due to conservative Q1 guidance and investor concerns over the proposed Warner Bros. Discovery acquisition. The community is sharply divided; bulls view the deep pullback as an oversold opportunity given strong long-term fundamentals and content potential, while bears focus on the acquisition's cost, debt implications, and paused share buybacks as potential headwinds for future profitability.

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.

Trump Media & Technology Group (DJT) is trending as Donald Trump's remarks at the World Economic Forum captivate audiences, with community attention centered on his controversial proposals for tariffs and persistent calls to acquire Greenland. These statements are fueling polarized debates regarding their potential impact on international relations and market stability, alongside widespread commentary on his public speaking style.

PAVmed, Inc. is a multi-product life sciences company, which engages in the innovation, development, acquisition, and commercialization of products that target unmet medical needs with large addressable market opportunities. Its products include Lucid Diagnostics and Veris Health. The company was founded by Lishan Aklog and Brian J. deGuzman on June 26, 2014 and is headquartered in New York, NY.

PAVmed Inc

PAVmed is trending following news that its subsidiary, Lucid Diagnostics, was awarded a contract by the U.S. Department of Veterans Affairs for its EsoGuard Esophageal DNA Test. This development has ignited widespread community discussion, with many highlighting the stock's low share float and speculating about a potential short squeeze, drawing parallels to other recent volatile small-cap movements. Community members are actively debating the contract's impact on PAVmed's valuation, especially given its significant ownership stake in Lucid.

SSgA Active Trust - SPDR S&P 500 ETF Trust

The SPDR S&P 500 ETF Trust is actively trending as market participants analyze former President Trump's speech at the World Economic Forum in Davos. His remarks, particularly those concerning Greenland and the broader economic outlook, are sparking intense debate within the community. Discussion centers on whether his bullish pronouncements or controversial international rhetoric will ultimately dictate market sentiment amid geopolitical tensions.

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), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), 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 NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. 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 experiencing heightened investor attention and bullish momentum as multiple analyst upgrades and anticipation of its upcoming earnings report fuel a narrative of a strong turnaround. The community is actively discussing its resilience and upward trajectory, particularly given its performance on down market days, with many highlighting its strategic position in AI and domestic manufacturing capabilities amidst robust demand.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid is a major discussion point after announcing it met revised 2025 production targets and increased vehicle deliveries, boosted by the Gravity SUV, alongside news of a robotaxi alliance with Uber and Nuro. While some investors see this as a sign of operational progress, community sentiment remains divided, with concerns over long-term profitability, cash burn, and leadership driving ongoing, intense debate within the challenging EV market.

Brand Engagement Network, Inc. engages in the provision of conversational artificial intelligence assistants with the purpose of transforming engagement and analytics for businesses through security-focused, multimodal communication and human-like artificial intelligence assistants. The firm is also involved in delivering highly personalized, multi-modal artificial intelligence engagement with a focus on industries where there is a massive workforce gap and an opportunity to transform how consumers engage with networks, providers, and brands. The company is founded on March 14, 2024 and is headquartered in Jackson, WY.

Brand Engagement Network Inc

Brand Engagement Network (BNAI) is a top trending stock after securing a $2.05 million AI licensing partnership in Africa, which includes a pilot program with Nelson Mandela University. The community is intensely focused on the stock's notably low float and high short interest, driving widespread discussion about a potential squeeze. While many anticipate further upside, others express caution, debating the valuation in light of the deal size and raising concerns about potential volatility.

Hycroft Mining Holding Corp. engages in the exploration, mining, and development of gold and silver properties. The company was founded on August 28, 2017 and is headquartered in Winnemucca, NV.

Hycroft Mining Holding Corporation - Ordinary Shares - Class A

Hycroft Mining Holding Corp

Hycroft Mining is experiencing intense community discussion, fueled by recent high-grade silver drill results and a broadly bullish sentiment across precious metals markets. Investors are actively debating the company's valuation, weighing its significant resource potential and strategic investor interest against its current pre-production status and capital requirements.

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 (IBRX) is actively discussed following positive FDA guidance that sets a path for expanded use of its ANKTIVA treatment for bladder cancer, with the community noting no new trials are required and a resubmission timeline established. Investors are highly engaged, anticipating further global approvals
including for lung cancer
and future catalysts like AI-driven manufacturing, fueling strong conviction amidst persistent short interest.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending amidst a recent bondholder lawsuit claiming losses due to undisclosed debt related to its AI infrastructure investments, sparking intense community debate about its financial health and market volatility. While many express concern over the substantial debt and recent price declines, others remain optimistic, highlighting an impending TikTok deal and a significant backlog of cloud and AI contracts as key drivers for long-term growth in the evolving tech landscape.

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<ul class="summary-bullets"><li>H.C. Wainwright said that the stage is set for a transformative year for Iren.&nbsp;</li><li>The firm said Iren provides the most levered exposure across its coverage universe to the AI infrastructure trade theme.&nbsp;</li><li>IREN last year announced a multi-year agreement with Microsoft valued at approximately $9.7 billion to deliver GPU cloud infrastructure powered by NVIDIA GB300 GPUs.</li></ul>Shares of IREN Limited rallied on Friday as a recent analyst upgrade and Microsoft contract kept retail investors bullish on the stock. &nbsp;H.C. Wainwright double upgraded Iren (IREN) to ‘Buy’ from ‘Sell’ with a price target of $80, up from $56.&nbsp;The firm said that "the stage is set for a transformative year." The firm expects the AI infrastructure trade will continue to be a major investment theme in 2026 and believes that IREN provides "the most levered exposure across our coverage universe to this theme," the analyst told investors.&nbsp;The company has already secured one of the largest AI contracts to date among the BTC miners with "a blue-chip counterparty" in Microsoft (MSFT) and IREN has the largest near-term development pipeline across the analyst's coverage with over 2 GW of incremental capacity expected to fully energize by 2027, the firm added.<h2 class="st-heading-2">Microsoft Contract</h2>IREN last year announced a multi-year agreement with Microsoft valued at approximately $9.7 billion to deliver GPU cloud infrastructure powered by NVIDIA GB300 GPUs.Under the agreement, IREN will deliver large scale GPU clusters accommodated within IREN’s liquid cooled data centers under construction at its 750 MW campus located in Childress, Texas. The GPUs will be deployed in four phases through 2026 and will collectively provide 200MW of critical IT load.&nbsp;The five-year contract includes a 20 percent prepayment and is expected to contribute roughly $1.94 billion in annualized run rate revenue once fully commissioned. &nbsp;In conjunction with the announcement of the Microsoft partnership, IREN also entered into an agreement with Dell Technologies to purchase the GPUs and ancillary equipment for approximately $5.8 billion.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around <a href="https://stocktwits.com/symbol/IREN">IREN</a> trended in ‘extremely bullish’ territory amid.One user expects a new announcement from IREN.<stembedurl>https://stocktwits.com/_MarginOfSanity_/message/642105308</stembedurl>Another user predicted the stock price to go past $100 soon.<stembedurl>https://stocktwits.com/_MarginOfSanity_/message/642102597</stembedurl>Shares of Iren Limited have rallied more than 400% over the past year.&nbsp; &nbsp;

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

IREN Stock Rallied 12% Today, After More Than 200% Rise In Past Six Months – Retail Expects News

H.C. Wainwright double upgraded Iren to ‘Buy’ from ‘Sell’ with a price target of $80, up from $56.

Equity

H.C. Wainwright double upgraded Iren to ‘Buy’ from ‘Sell’ with a price target of $80, up from $56.


NYSE Content Advisory: Pre-Market Update + Dan Ives to Ring NYSE Bell For His Wedbush AI Revolution ETF

NYSE Content Advisory: Pre-Market Update + Dan Ives to Ring NYSE Bell For His Wedbush AI Revolution ETF NYSE Content Advisory: Pre-Market Update + Dan Ives to Ring NYSE Bell For His Wedbush AI...

Alibaba’s (BABA) Vice President Kaifu Zhang reportedly told reporters on Thursday that the company was seeing a recovery from its artificial intelligence investment in the e-commerce operations.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/16/alibaba-says-ai-spending-for-e-commerce-taobao-tmall-is-breaking-even.html">CNBC report</a>, Zhang, who looks after the company’s e-commerce AI applications, shared that Alibaba deployed multiple AI tools aimed at boosting personalized user experience and also virtual try-ons of clothing. The report, citing Zhang, said that the initial testing has shown that AI has generated steady results with a 12% rise in advertising spend returns.“It’s very rare to see double-digit changes” in such tests, Zhang said in Mandarin and translated by CNBC. The report noted that he forecast a “very significant” positive impact mainly from the company’s AI investment, which will help boost Alibaba’s gross merchandise volume during the November 11 Singles Day shopping period.<a href="https://stocktwits.com/symbol/BABA">NYSE-listed shares of BABA</a> traded nearly 0.5% higher in Thursday’s pre-market session. Retail sentiment on Alibaba remained unchanged in the ‘bearish’ territory compared to a day ago, with message volumes at ‘normal’ levels, according to data from Stocktwits.The report said that research firm Syntun had forecast a 20.1% rise in sales to 1.11 trillion yuan ($155.75 billion), compared to a year ago, for Alibaba’s Tmall, JD.com and PDD during the Singles Day last year. This came at a time when consumer spending in China had been lull in the last few years.&nbsp;According to the CNBC report, Alibaba had noted during its last earnings that AI and consumption were “two major historic opportunities” making it a need to invest at a “historic scale” in these two.&nbsp;In September, a CNBC report cited CEO Eddie Wu saying, “We are vigorously advancing a three-year, 380 billion [yuan] AI infrastructure initiative with plans to sustain and further increase our investment according to our strategic vision in anticipation of the [artificial superintelligence] era.”U.S.-listed shares of Alibaba have gained over 95% this year.1 Yuan = $0.14For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/bitfarms-slides-after-rallying-to-near-4-year-high-on-300-million-offering/ch6pbe9R3nP">Bitfarms Slides After Rallying To Near 4-Year High On $300 Million Offering, Retail Buzz Stays Elevated</a>

The logo of Alibaba Group is displayed on a smartphone screen. (Photo illustration by Cheng Xin/Getty Images)

Alibaba Executive Reportedly Says Firm Beginning To See Return On AI Investment In E-Commerce: Expects ‘Very Significant’ Positive Impact

According to a CNBC report, Vice President Kaifu Zhang said initial testing has shown that AI has generated steady results with a 12% rise in advertising spend returns.

Meta, Microsoft Spark $500B Rally in AI Leaders and ETFs

META's and Microsoft's blowout earnings triggered a $500B surge in AI stocks and ETFs like WTAI, IVES and others.


ETF Strategies to Follow in 2H 2025

Markets hit new record with bets on a "Goldilocks" economy, but volatility persists. AI and international ETFs like QQQ, IVES and EZU could be good bets for 2H. 

Investing in the AI Revolution with Dan Ives

Wedbush Series Trust - Dan IVES Wedbush AI Revolution ETF

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