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Invesco QQQ Trust Series 1

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is experiencing significant volatility as investors weigh robust, record-breaking earnings and a sold-out HBM order book against market anxiety over a Google research paper and broader geopolitical tensions. While many in the community view the current sell-off as a generational buying opportunity due to the company's low forward P/E and dominant industry position, others are pointing to bearish technical patterns and macro-driven sell-offs as indicators that the stock may face further near-term pressure.

Invesco QQQ Trust Series 1 - Units of beneficial interest

The Invesco QQQ Trust is experiencing extreme volatility driven by traders reacting to unpredictable geopolitical updates and conflicting signals regarding a potential ceasefire with Iran. The market sentiment is heavily divided, with the community actively debating whether recent price swings are genuine reflections of economic stress or orchestrated manipulation by market makers and political figures.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is facing significant selling pressure as investors react to multiple adverse court rulings involving youth safety and addictive platform design. The stock's sharp decline has sparked intense debate on community boards, with some users highlighting the potential for widespread litigation risks while others dismiss the sell-off as an overreaction and a long-term buying opportunity for a strong cash-generating business.

ADMA Biologics, Inc. operates as a biopharmaceutical company, which is engaged in manufacturing, marketing, and developing specialty plasma-derived biologics. The firm operates through the following business segments: ADMA BioManufacturing and Plasma Collection Center. The ADMA BioManufacturing segment consists of immune globulin manufacturing and development operations. The Plasma Collection Center consists of source plasma collection facilities. The company was founded by Adam S. Grossman and Jerrold B. Grossman on June 24, 2004 and is headquartered in Ramsey, NJ.

Adma Biologics Inc

Adma Biologics is experiencing significant volatility as investors digest a contentious short report alleging channel stuffing, a claim the company has moved to refute while citing inaccurate and misleading assertions. Community sentiment is deeply divided, with many long-term holders treating the sharp price decline as a buying opportunity while others express frustration over management's perceived lack of urgency in addressing the allegations.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is seeing increased investor focus driven by a notable multi-million dollar insider purchase alongside discussions about its long-term AI data licensing potential and strategic ad partnerships. While the community debates the platform's user verification efforts and the impact of broader market volatility, many traders are closely watching for potential short-squeeze activity and institutional accumulation at current price levels.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is experiencing extreme volatility as investors digest a major $1 billion strategic investment in Nanya Technology and weigh the potential impact of new AI memory compression technologies like Google's TurboQuant. The community remains sharply divided, with bulls pointing to robust long-term demand and large-scale supply contracts, while bears argue the stock has become overextended and vulnerable to a cyclical correction.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending as retail and institutional investors debate its long-term potential amid significant capital expenditure on AI infrastructure and recent legal headwinds regarding addictive design. While sentiment is divided, community discussions remain focused on the impact of its new AI tools on competitors and whether the current price action represents a buying opportunity or a deeper correction for the stock.

Global X Funds - Global X Dow 30 Covered Call ETF

Global X Dow 30 Covered Call ETF

The Dow Jones Industrial Average is experiencing significant volatility and trading near historical highs, driven by ongoing geopolitical tensions in the Middle East and mixed economic data. While some community members are betting on continued upside momentum fueled by policy expectations and bullish economic forecasts, others are expressing skepticism and caution, citing concerns over potential stagflation and the impact of trade policies.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain as well as the Onyx Goliath Blockchain. XCN is also used as an ERC-20 token for Staking and Governance.

Onyxcoin

Onyxcoin is seeing increased community chatter as traders react to ongoing price volatility and high-volume accumulation ahead of the anticipated Goliath mainnet launch. Investors remain sharply divided, with bulls pointing to potential institutional infrastructure and staking rewards, while bears express concern over the lack of verifiable partnerships and historical patterns of selling pressure.

AleAnna, Inc. operates as a technology-driven energy company, which engages in supplying low-carbon natural gas and renewable natural gas to Italy. The company was founded in 2007 and is headquartered in Dallas, TX.

AleAnna Inc. - Ordinary Shares - Class A

AleAnna Inc. is surging as investors pivot to European energy exposure amidst intensifying geopolitical tensions and significant natural gas supply disruptions in the Middle East. The community is actively discussing a potential short squeeze, citing high borrow fees and limited share availability as they monitor the stock's role as a strategic hedge in a volatile global energy market.

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<ul class="summary-bullets"><li>Lumen stated that it has been selected to expand Anthropic’s fiber network across North America.</li><li>The company will introduce a new revenue reporting framework from the first-quarter of fiscal 2026.</li><li>Lumen said it remains on track to reach 47 million fiber miles by the end of 2028.</li></ul>Shares of Lumen Technologies (LUMN) jumped more than 5% in pre-market trading on Wednesday after the company said it has been selected to expand Anthropic’s fiber network across North America and outlined plans to drive EBITDA margin growth through 2030.Lumen said the Anthropic partnership is part of its nearly $13 billion in total Private Connectivity Fabric (PCF) deals it has secured to date. Under the agreement, Anthropic has selected Lumen to develop a high-capacity network to power its AI research and operations.<h2 class="st-heading-2">Expanding EBITDA Margins By 2030</h2>The company outlined several multi-year financial goals. It aims to expand adjusted earnings before interest, tax, depreciation and amortization (EBITDA) margins from 27.1% in 2025 to the mid-30% range by 2030.Lumen also plans to boost free cash flow through higher margins, lower capital intensity, and revenue growth, and expects business segment revenue to return to growth in 2028. Additionally, the company will introduce a new revenue reporting framework. Starting in the first quarter of 2026, Lumen will report revenue by products and services to better reflect its enterprise-focused strategy, it stated.“Our objective is clear: accelerate investment in AI and our digital future, and where it drives the highest returns to deliver shareholder value,” said CFO Chris Stansbury.Lumen stated it remains on track to reach 47 million fiber miles by the end of 2028. The company plans to expand its network to about 58 million miles by 2031, backed by $2.5 billion in new PCF agreements.<h2 class="st-heading-2">Shares Fall Since Q4 Results</h2><a href="https://stocktwits.com/symbol/LUMN">LUMN stock</a> has been under some selling pressure, declining more than 16% since&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-lumn-stock-down-despite-q4-earnings-beating-wall-street-estimates/cZb0JUgR4mr">reporting</a> its fourth-quarter earnings earlier this month. Fourth-quarter (Q4) revenue fell to $3.04 billion from $3.3 billion, while diluted earnings per share, excluding special items, came in at $0.23, up from $0.09 a year earlier.For fiscal 2026, the company forecast adjusted core profit between $3.1 billion and $3.3 billion, below the $3.37 billion consensus estimate, and added that it remains on track to achieve $700 million in cost savings in 2026 and $1 billion in 2027.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits turned 'neutral' from ‘bearish’ over the past 24 hours.<img src="https://news.stocktwits-cdn.com/Lumen_jpg_042a317e5e.webp" alt="Lumen.jpg">Earlier, one user said that the stock has “never looked this good as it does today.”<stembedurl>https://stocktwits.com/KarlDieGlatze/message/645796949</stembedurl>LUMN shares have gained more than 65% over the past year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/evh-stock-record-low-keybanc-downgrade/cZRyT0uR46H">EVH Stock On Track To Open At Record Low – Here’s Why Keybanc Turned Cautious</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Lumen Technologies, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 25, 2024. 

LUMN Stock Climbs 5% Pre-Market – What’s The Anthropic Connection?

The company outlined several multi-year financial goals, including expansion of EBITDA margins to the mid-30% range by 2030.

Equity

<ul class="summary-bullets"><li>Wolfpack also said that it believes the loss of funding for the contracts spurred the exit of the CEO Peter Chapman and insider trading.</li><li>The report further alleged that IONQ backfilled the lost Pentagon dollars by acquiring non-quantum computing businesses such as Capella, Vector Atomics and ID Quantique.&nbsp;</li><li>In March 2025, Kerrisdale Capital also issued a short report on the manufacturer of high-performance quantum computers.</li></ul>&nbsp;Shares of IONQ Inc (IONQ) slumped 12% on Wednesday at the time of writing after Wolfpack Research divulged a short position in the company.Wolfpack said that the quantum computing hardware and software company lost funding for Pentagon contracts that had comprised up to 86% of revenues from 2022-2024, leaving a $54.6 million black hole in their bookings in 2025.Wolfpack also said that it believes the loss of funding for the contracts spurred the exit of the CEO Peter Chapman and insider trading. As per the firm, insiders dumped about $396.6 million in stock.<h2 class="st-heading-2">Other Allegations</h2>The firm alleged that Pentagon was directed to enter the contracts with IONQ via secretive “backdoor earmarks” by politicians friendly to the company.The<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wolfpackresearch.com/items/ionq-has-lost-funding-for-vital-pentagon-contracts-that-had-represented-up-to-86%25-of-revenues-"> report </a>further alleged that IONQ backfilled the lost Pentagon dollars by acquiring non-quantum computing businesses such as Capella, Vector Atomics and ID Quantique.The form also criticized the company’s announced acquisition of Skywater Technology. “Is buying low-margin, highly cyclical businesses like $SKYT really the best use of the billions that IONQ has raised through dilution?,” the firm wrote.<h2 class="st-heading-2">Other Short Seller Reports</h2>Wolfpack is not the first to reveal a short position in IONQ. In March 2025, Kerrisdale Capital issued a short report on the manufacturer of high-performance quantum computers.Kerrisdale then said that IONQ is far from the cusp of a “new era of commercial success” due to its limited error-prone systems. The firm also expressed skepticism regarding the company's exponential growth claims and called out the management’s lack of transparency.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment toward IONQ stock stayed within the ‘bullish’ territory over the past 24 hours, while message volume remained at ‘normal’ levels.A Stocktwits user dismissed the short seller report, instead urging shareholders to hold for a few years.<stembedurl>https://www.stocktwits.com/byethedyp/message/643980985</stembedurl>Another deems the report as confirmation of a “scam.”<stembedurl>https://www.stocktwits.com/Big_Baggies/message/643986121</stembedurl><a href="https://stocktwits.com/symbol/IONQ">IONQ stock</a> has lost 19% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/oncy-stock-rallies-on-second-fast-track-designation-for-experimental-cancer-drug/cZbj4W6R4N5">ONCY Stock Rallies On Second Fast Track Designation For Experimental Cancer Drug</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of IONQ Inc.

IONQ Stock Tumbles 12% As Wolfpack Reveals Short Position

Wolfpack said that the quantum computing hardware and software company lost funding for Pentagon contracts that had comprised up to 86% of revenues from 2022-2024, leaving a $54.6 million black hole in their bookings in 2025. 

<ul class="summary-bullets"><li>In Kentucky, TeraWulf has acquired a former industrial site in Hawesville, which has approximately 480 MW of existing power availability.</li><li>In Maryland, where TeraWulf is headquartered, the company has acquired the Morgantown Generating Station.</li><li>This expanded development pipeline supports its growth strategy targeting 250 to 500 MW of new contracted capacity annually.</li></ul>Shares of TeraWulf (<a href="https://stocktwits.com/symbol/WULF">WULF</a>) surged more than 10% during extended hours of trading on Monday after the company announced that it is expanding its digital and power infrastructure portfolio.&nbsp;The company said it is expanding its portfolio through the acquisition of two strategically located brownfield infrastructure sites in Hawesville, Kentucky and Charles County, Maryland.<h2 class="st-heading-2">Details</h2>TeraWulf said these acquisitions added about 1.5 gigawatts (GW) of capacity to its portfolio and advanced the company’s strategy of developing energy-advantaged locations with near-term power availability, long-term scalability, and the ability to support customer demand and broader grid needs.In Kentucky, TeraWulf has acquired a former industrial site in Hawesville. The site includes more than 250 buildable acres for compute capacity and offers immediate access to robust power infrastructure, the statement said.&nbsp;The Hawesville site has approximately 480 megawatts (MW) of existing power availability, with the potential to further expand over time. Development is expected to occur in phases, allowing TeraWulf to scale efficiently alongside customer demand.In Maryland, where TeraWulf is headquartered, it has acquired the Morgantown Generating Station. The acquisition establishes TeraWulf’s presence in the Pennsylvania-New Jersey-Maryland (PJM) market and reinforces the company’s strategy of reinvesting in existing energy assets to support grid reliability and long-term economic activity.<h2 class="st-heading-2">Portfolio Expansion</h2>With the addition of these sites, TeraWulf’s infrastructure portfolio now totals approximately 2.8 GW across five sites, including 642.5 MW of contracted capacity and 2.2 GW of owned pipeline capacity.This expanded development pipeline supports its growth strategy targeting 250 to 500 MW of new contracted capacity annually, aligned with customer demand, power availability, and regional grid conditions.“These acquisitions reflect our strategy of reinvesting in existing energy infrastructure to support grid reliability, long-term economic activity, and responsible growth,” said Paul Prager, Chairman and Chief Executive Officer of TeraWulf.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around WULF trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;One bullish user said that “2 additional site announcement today DOUBLES the AI/HPC capacity”.&nbsp;<stembedurl>https://stocktwits.com/AllMarkets/message/643740254</stembedurl>Shares in the company have jumped more than 200% over the past 12 months.&nbsp;&nbsp;

 In this photo illustration, the TeraWulf (Tera Wulf) logo is seen displayed on a smartphone screen.

Why Is TeraWulf Stock Rallying More Than 10% After Hours?

With the addition of these sites, TeraWulf’s infrastructure portfolio now totals approximately 2.8 GW across five sites.

<ul class="summary-bullets"><li>CEO Catherine Owen Adams said that the negative trend vote is “disappointing” and “not what we hoped for.”</li><li>The committee will formally adopt its opinion in February and the company will request a re-examination, Acadia said.&nbsp;</li><li>Trofinetide is approved by the U.S. Food and Drug Administration to treat Rett syndrome.</li></ul>Shares of Acadia Pharmaceuticals Inc. (ACAD) fell over 8% after-hours on Monday after the company said that it was informed of a negative trend vote from a European Medicines Agency committee regarding its application for Trofinetide for the treatment of Rett syndrome.The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businesswire.com/news/home/20260202406586/en/Acadia-Pharmaceuticals-Provides-Update-on-Regulatory-Submission-for-Trofinetide-for-the-Treatment-of-Rett-Syndrome-in-the-European-Union">said</a> that the Committee for Medicinal Products for Human Use informed it of a negative trend around its application after an oral explanation recently.The committee will formally adopt its opinion in February and the company will request a re-examination, the company said.<h2 class="st-heading-2">CEO Weighs In</h2>CEO Catherine Owen Adams said that the negative trend vote is “disappointing” and “not what we hoped for.”“...we believe the strong data that supported the approval of trofinetide for the treatment of Rett syndrome in the United States, Canada, and Israel speak to the meaningful benefits that trofinetide can deliver,” she said.<h2 class="st-heading-2">Timeline And Steps Ahead</h2>As per legislation in the EU, the company can request a re-examination of CHMP’s opinion within 15 days of receiving its formal opinion. The company will then have 60 days to submit reasons for the re-examination request which will then be reviewed by the committee.Trofinetide is approved by the U.S. Food and Drug Administration to treat Rett syndrome in adults and children. &nbsp;Rett syndrome is a rare genetic neurological and developmental disorder that affects the way the brain develops. This disorder causes a progressive loss of motor skills and language and primarily affects females.This marks the latest hardship for Acadia whose late-stage intranasal Carbetocin trial in Prader-Willi syndrome (PWS) patients failed to achieve a statistically significant improvement in hyperphagia in September.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around ACAD stock stayed within the ‘neutral’ territory while message volume rose from ‘normal’ to ‘high’ levels.<a href="https://stocktwits.com/symbol/ACAD">ACAD stock</a> has gained 41% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-spacex-acquires-grok-parent-xai/cZbgCs6R4ky">Elon Musk’s SpaceX Acquires Grok Parent xAI</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an Acadia Pharmaceuticals company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Why Did ACAD Stock Slump 8% After Hours Today?

Acadia Pharmaceuticals said that the Committee for Medicinal Products for Human Use informed it of a negative trend around its application after an oral explanation recently.

<ul class="summary-bullets"><li>Last month, MarineMax said that its same store sales in the first quarter of fiscal year 2026 rose over 10% despite a challenging retail environment.</li><li>In addition to Donerail, other players have also expressed interest in acquiring MarineMax’s marina business, the report noted.</li><li>Donerail met with MarineMax’s management several times in recent months to express its concerns pertaining to capital allocations, as per Reuters.</li></ul>Shares of MarineMax (HZO) closed nearly 11% higher on Monday on the heels of a report that Donerail Group has offered to buy the company in a deal valued at just over $1 billion.Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/sustainable-finance-reporting/donerail-offers-buy-superyacht-service-company-marinemax-all-cash-deal-valued-2026-02-02/">reported</a> on Monday, citing people familiar with the matter, that Donerail has offered $35 per share in cash for MarineMax. This represents a premium of over 29% from the stock’s closing price on Friday.Shares of MarineMax’s rival OneWater Marine Inc (ONEW) also closed up 2% after the news.<h2 class="st-heading-2">Acquisition Offer</h2>MarineMax is a recreational boat and yacht retailer, marina operator and superyacht services company. Last month, the company said that its same store sales in the first quarter of fiscal year 2026 rose over 10% despite a challenging retail environment.As per Reuters, MarineMax hired Wells Fargo after receiving the offer from Donerail. The report also noted that Donerail met with management several times in recent months to express its concerns pertaining to capital allocations. While MarineMax made some changes at the company and replaced directors, they were not satisfactory to Donerail, the report added. &nbsp;In addition to Donerail, other players have also expressed interest in acquiring MarineMax’s marina business, the report noted.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around HZO remained within the ‘neutral’ territory over the past 24 hours while message volume stayed at ‘high’ levels.A Stocktwits user opined that Donerail’s offer is undervaluing the company and pegged the company’s worth at “$55 minimum.”<stembedurl>https://www.stocktwits.com/Wake44/message/643734683</stembedurl><a href="https://stocktwits.com/symbol/HZO">HZO stock</a> has gained about 2% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/acad-stock-slumps-after-hours-on-hurdles-to-eu-approval-for-genetic-disorder-drug/cZbgCddR4kx">Why Did ACAD Stock Slump 8% After Hours Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Global stock market chart and trading board - stock photo

MarineMax Shares Rally On Reported Buyout Offer: Here Are The Details

Reuters reported on Monday, citing people familiar with the matter, that Donerail has offered $35 per share in cash for MarineMax.

<ul class="summary-bullets"><li>The study builds on data from an early-stage study which evaluated CD19 CAR-NK cell therapy in combination with the Rituximab without Anktiva.</li><li>Durable complete responses were observed in heavily pretreated patients with iNHL in the study, including Waldenström’s Macroglobulinemia, the company said.</li><li>Last month, Immunitybio said that it recently met with the U.S. FDA to discuss its application for Anktiva plus Bacillus Calmette-Guérin (BCG) in BCG-unresponsive non-muscle invasive bladder cancer (NMIBC) with papillary tumors.</li></ul>Immunitybio Inc. (IBRX) said on Monday that it has launched a mid-stage clinical study in patients with indolent B-cell non-Hodgkin lymphoma (iNHL) with no need for chemotherapy.The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.immunitybio.com/news-releases/news-release-details/immunitybio-launches-phase-2-chemotherapy-free-car-nk-cell">said</a> that outpatient study will evaluate ImmunityBio’s novel, off-the-shelf cell therapy CD19 CAR-NK in combination with its other drug Anktiva and Rituximab, and will not require any lymphodepleting chemotherapy unlike conventional CAR-T cell therapies.<h2 class="st-heading-2">Why The Trial?</h2>The study builds on data from an early-stage study which evaluated CD19 CAR-NK cell therapy in combination with the Rituximab without Anktiva. Durable complete responses were observed in heavily pretreated patients with iNHL in the study, including Waldenström’s Macroglobulinemia, the company said.The new mid-stage study is designed to evaluate whether further stimulation of innate and adaptive immune responses may enhance the depth and durability of anti-tumor activity, Immunitybio said, while adding that the company is hopeful for Anktiva potentially augmenting the actions of the cell therapy and Rituximab.The study will enroll patients with indolent NHL, including Waldenström’s Macroglobulinemia, who are relapsed or are refractory after at least two prior lines of therapy. Treatment will be provided without chemotherapy.<h2 class="st-heading-2">Anktiva Troubles</h2>Last month, Immunitybio said that it recently met with the U.S. Food and Drug Administration to discuss its application for Anktiva plus Bacillus Calmette-Guérin (BCG) in BCG-unresponsive non-muscle invasive bladder cancer (NMIBC) with papillary tumors.The company had submitted the application in 2025 but was rejected and is now looking to resubmit it with more information. The company then said that it would submit the additional information within 30 days, and that the added information does not need a new trial.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around IBRX shares remained within the ‘bullish’ territory, while message volume remained at ‘high’ levels.<a href="https://stocktwits.com/symbol/IBRX">IBRX stock</a> has gained about 90% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-seemingly-confirms-xai-spacex-merger-talks/cZbgtmrR4kZ">Elon Musk Seemingly Confirms xAI-SpaceX Merger Talks</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an ImmunityBio company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Immunitybio Initiates Another Cell Therapy Trial With No Chemotherapy Needs

The company said that outpatient study will evaluate ImmunityBio’s novel, off-the-shelf cell therapy CD19 CAR-NK in combination with its other drug Anktiva and Rituximab.

<ul class="summary-bullets"><li>The committee had issued a negative opinion on approving the new dosing regimen in October after it deemed the submitted data as insufficient to conclude on efficacy.</li><li>Protalix said that it will be eligible to receive a regulatory milestone payment of $25 million from Chiesi Global Rare Diseases if the new dosing regimen is approved by the EMA.</li></ul>Shares of Protalix BioTherapeutics, Inc. (PLX) closed 13% higher on Friday after it announced that a European Medicines Agency committee has recommended approval of a new dosing regimen for pegunigalsidase alfa, marketed as Elfabrio, in Fabry disease.The Committee for Medicinal Products for Human Use <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.protalix.com/news-releases/news-release-details/chiesi-global-rare-diseases-and-protalix-biotherapeutics-4">recommended</a> approval of the 2mg/kg every-4-weeks dosing regimen in Fabry disease adult patients. Currently approved dosing regimen requires patients to visit infusion centers every two weeks for treatment while the proposed new regimen would allow it to be stretched to every four weeks.<h2 class="st-heading-2">Turnaround</h2>The positive opinion follows CHMP’s re-examination of the company’s application for the additional dosing regimen. The committee had issued a negative opinion on approving the new dosing regimen in October after it deemed the submitted data as insufficient to conclude on efficacy.Protalix said that it will be eligible to receive a regulatory milestone payment of $25 million from Chiesi Global Rare Diseases if the new dosing regimen is approved by the EMA. The agency is expected to announce a decision by March 2026.Fabry disease is a rare, inherited X-linked lysosomal storage disorder caused by a deficiency in the alpha-galactosidase A enzyme, leading to harmful accumulation of fats in cells. Symptoms include severe neuropathic pain in hands/feet, skin lesions, decreased sweating, and organ damage.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around PLX stock improved from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘high’ levels.A Stocktwits user appreciated that the company was persistent in getting a positive opinion. However, the stock should have rallied more on the news, they said.“But the $25 million is great news and hopefully should lessen the risk of capital raise for their gout trials. Finally, one decent obstacle out of the way,” they wrote.<stembedurl>https://www.stocktwits.com/BryGuy29/message/643515194</stembedurl><a href="https://stocktwits.com/symbol/PLX">PLX stock</a> has dropped about 2% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/peloton-reportedly-lays-off-11-percent-workforce/cmySvT7R4Sv">Peloton Reportedly Lays Off 11% Workforce Including Engineers In Cost-Cutting Efforts</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rising stock market chart on a trading board background.

PLX Shares Jump 13% On EMA Committee’s Turnaround On New Dosing Regimen For Fabry Disease Therapy

The Committee for Medicinal Products for Human Use recommended approval of the 2mg/kg every-4-weeks dosing regimen in Fabry disease adult patients.

<ul class="summary-bullets"><li>The company is slated to announce its second-quarter earnings next week before the U.S. stock market opens on Thursday.&nbsp;</li><li>The company had said in November that it expects Q2 revenue in the range of $665 million to $685 million and adjusted core profit in the range of $55 million to $75 million.</li><li>The company recently launched AI-powered bikes and treadmills.</li></ul> Peloton Interactive Inc. (PTON) has reportedly slashed 11% of its workforce in a bid to cut costs at the company.Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-30/peloton-cuts-11-of-staff-including-from-engineering-teams">reported </a>on Friday, citing a person familiar with the matter, that CEO Peter Stern informed staff of the move. The workforce reduction mostly impacts engineers working on technology and enterprise-related efforts, the report said.PTON shares closed down 2% in the regular trading session and edged up marginally after hours.<h2 class="st-heading-2">Upcoming Q2 Earnings</h2>The company is slated to announce its second-quarter (Q2) earnings next week before the U.S. stock market opens on Thursday, Feb. 5. Analysts, on average, expect the exercise equipment maker to report quarterly revenue of $675.13 million, compared to the $673.90 million reported in the corresponding quarter of fiscal year 2025, and loss per share of $0.05.The company had said in November that it expects Q2 revenue in the range of $665 million to $685 million and adjusted core profit in the range of $55 million to $75 million.For fiscal year 2026, the company expects year-over-year decline in revenue to a range of $2.4 billion to $2.5 billion and an increased adjusted core profit of $425 million to $475 million.The company recently launched AI-powered bikes and treadmills featuring Peloton IQ, which includes form feedback, movement tracking, and voice control, intended to enhance user experience. However, Bloomberg reported in November that it had seen sluggish sales till then.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around PTON stock stayed within the ‘bearish’ territory over the past 24 hours, while message volume remained at ‘normal’ levels.A Stocktwits user wrote, “Peloton is signaling “survive first, grow later.”<stembedurl>https://www.stocktwits.com/PickAlpha/message/643513062</stembedurl><a href="https://stocktwits.com/symbol/PTON">PTON stock</a> has dropped 31% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/first-solar-shares-rebound-as-wall-street-dismisses-tesla-competition-concerns/cmySM1MR4Su">First Solar Shares Rebound As Wall Street Dismisses Tesla Competition Concerns</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Sign at the entrance to the Peloton offices in Midtown Manhattan. (Photo by Erik McGregor/LightRocket via Getty Images)

Peloton Reportedly Lays Off 11% Workforce Including Engineers In Cost-Cutting Efforts

The workforce reduction mostly impacts engineers working on technology and enterprise-related efforts, the report said.

<ul class="summary-bullets"><li>H.C. Wainwright said KRRO-121 adds a second, "independently risk-mitigated asset as a call option."</li><li>Piper Sandler said it left the company’s analyst day on Tuesday with "strong conviction" for KRRO-121's probability of success.</li><li>Oppenheimer upgraded Korro Bio to ‘Outperform’ from ‘Perform’ with a $22 price target.</li></ul>Shares of Korro Bio Inc. (KRRO) jumped 13% on Thursday after multiple analysts upgraded the stock on optimism about the company’s new development candidate KRRO-121.Korro is now looking to study the drug in the treatment of hyperammonemia. The company said on Tuesday that it intends to file an application in the second half of 2026 to begin its first in-human trial for the candidate.<h2 class="st-heading-2">Analysts Chime In</h2>H.C. Wainwright upgraded Korro Bio to ‘Buy’ from ‘Neutral’ with a $20 price target, according to TheFly. The firm said KRRO-121 adds a second, "independently risk-mitigated asset as a call option."Korro shares are trading near a zero enterprise value, the analyst told investors in a research note. H.C. Wainwright believes KRRO-121 is not a read-through from KRRO-110,"so this is a truly independent shot on goal."Piper Sandler analyst Yasmeen Rahimi on Wednesday also upgraded Korro Bio to ‘Overweight’ from ‘Neutral’ with a price target of $30, up from $11. Piper said it left the company’s analyst day on Tuesday with "strong conviction" for KRRO-121's probability of success, it said.The firm is bullish ahead of KRRO-121's new drug filing in the second half of 2026, saying there is a "clear precedence for a regulatory path."Oppenheimer also upgraded Korro Bio to ‘Outperform’ from ‘Perform’ with a $22 price target. The firm believes the company's probability of success is now reset and that KRRO-121 offers a fresh, interesting story wherein RNA editing can thrive. The firm sees potential for significant upside.<h2 class="st-heading-2">Pivot From KRRO-110</h2>In November, Korro said that in its <a href="https://stocktwits.com/news-articles/markets/equity/korro-bio-stock-crashes-over-75-after-hours-on-drug-failure-downgrades-and-layoffs/cLPBNsbREdA">trial</a> evaluating KRRO-110 in the genetic disorder called Alpha-1 Antitrypsin Deficiency (AATD), it achieved functional protein production with a single administration, but it did not achieve the protein levels projected based on preclinical data.The lower-than-expected results prompted a 34% reduction in working and the company subsequently opted KRRO-121 as its next development candidate, for the potential treatment of patients with hyperammonemia.Hyperammonemia is a critical metabolic condition defined by abnormally elevated blood ammonia levels, commonly resulting from liver failure (cirrhosis) or inherited urea cycle disorders. It causes acute, severe neurological impairment—including encephalopathy, seizures, coma, and cerebral edema—and requires immediate medical intervention to prevent fatal brain damage.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around KRRO stock rose from ‘bearish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume increased from ‘high’ to ‘extremely high’ levels.A Stocktwits user said that a strong momentum setup is shaping up, adding that buyers are defending these levels and pushing higher.<stembedurl>https://www.stocktwits.com/topstockalerts/message/643304339</stembedurl><a href="https://stocktwits.com/symbol/KRRO">KRRO shares</a> have dropped 60% in the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/trump-administration-reportedly-ready-to-lay-out-crypto-law/cmyikhjR41I">Trump Administration Reportedly Ready To Lay Out Crypto Rules</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

KRRO Shares Jump 13% On Analyst Upgrades — What’s Driving The Optimism?

The company said on Tuesday that it intends to file an application in the second half of 2026 to begin its first in-human trial for its new development candidate KRRO-121. 

<ul class="summary-bullets"><li>Leerink said the premarket selloff in shares underscores the degree of surprise on the news, feeding into the "FDA unpredictability" element of the bear thesis across gene therapy.</li><li>It is not known if the RGX-111 integration was causative of the neoplasm and the patient was asymptomatic and doing well on the therapy, Clear Street analyst Bill Maughan said.&nbsp;</li><li>Stifel, however, expects a delay in FDA approval for RGX-121 in the treatment of Hunter Syndrome.</li></ul>Shares of REGENXBIO Inc.’s (RGNX) pared some losses on Wednesday after Wall Street dismissed an earlier selloff as an overreaction.The company <a href="https://stocktwits.com/news-articles/markets/equity/why-is-rgnx-stock-falling-today/cmyg4cKR404">announced</a> earlier on Wednesday that the U.S. Food and Drug Administration placed a clinical hold on its investigational gene therapy, RGX-111, for the treatment of Hurler syndrome. The hold followed a case of tumor in a child participant treated in a study with RGX-111. The news sent shares of the company tumbling about 30% premarket. The causality between the tumor and the experimental therapy has not been established and investigation is ongoing, the company noted.The agency also placed a hold on RGX-121, being studied in the treatment of Hunter Syndrome, citing similarities between the two products, study populations and shared risks.<h2 class="st-heading-2">Wall Street Dismisses Selloff</h2>However, Leerink said the premarket selloff in shares underscores the degree of surprise on the news, feeding into the "FDA unpredictability" element of the bear thesis across gene therapy. However, the firm views this pullback as "an overreaction" based on the modest financial contribution of Hunter/Hurler to the fundamental value of shares and views this as a buying opportunity. Leerink has an ‘Outperform’ rating on Regenxbio shares.Clear Street analyst Bill Maughan, meanwhile, reiterated a ‘Buy’ rating on Regenxbio with a $50 price target. The firm believes the clinical hold has a limited impact on the stock's thesis. It is not known if the RGX-111 integration was causative of the neoplasm and the patient was asymptomatic and doing well on the therapy, the analyst told investors in a research note.Stifel, too, reiterated a ‘Buy’ rating on Regenxbio with a price target of $45. Neoplasm warnings are on other gene therapies, and the risk-benefit remains favorable, the analyst said, while adding that it still expects a delay in FDA approval for RGX-121. The FDA is expected to rule on potential approval for the therapy by Feb. 8.RGNX shares traded 17% lower at the time of writing.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around RGNX stock rose from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘high’ to ‘extremely high’ levels.A Stocktwits user dismissed hopes for a FDA approval of RGX-121 by Feb 8. “11 days is not enough time to clear a safety hold of this magnitude,” they wrote.<stembedurl>https://www.stocktwits.com/Teillbou/message/643165513</stembedurl>“I think the news is worse than the price action,” another user wrote.<stembedurl>https://www.stocktwits.com/kenny91655/message/643185332</stembedurl><a href="https://stocktwits.com/symbol/RGNX">RGNX shares</a> have gained 46% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/halo-stock-edges-up-on-upbeat-multi-year-revenue-guidance-surf-bio-acquisition/cmygWBXR408">HALO Stock Edges Up 3% On Upbeat Multi-Year Revenue Guidance, Surf Bio Acquisition</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Esperion’s stock (ESPR) has risen 40.5% so far in 2025. (Representative Image: Getty Images)

RGNX Shares Pare Losses As Wall Street Dismisses Gene Therapy Clinical Hold Spurred Selloff As An Overreaction

The company announced earlier on Wednesday that the U.S. Food and Drug Administration placed a clinical hold on its investigational gene therapy, RGX-111, for the treatment of Hurler syndrome.

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