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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as investors rally behind optimistic sentiment regarding global expansion and potential upcoming oncology breakthroughs, while social media buzz focuses on a significant short interest and frustration with regulatory scrutiny. The community is actively discussing rumors of imminent international deals and the potential for a major short squeeze.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is currently seeing explosive investor interest and a significant price gap following a strong earnings report that highlighted accelerating AI infrastructure demand and robust data center growth. The community is actively debating the stock's valuation, with many bullish investors cheering the company's competitive position while others express caution over the rapid, parabolic run-up and broader sector volatility.

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 facing significant community frustration and selling pressure as investors rotate capital into other semiconductor stocks, despite the company's dominant AI market position. Traders are actively debating whether this stagnation is a result of market manipulation or a lack of near-term catalysts leading into the upcoming earnings report.

Digi Power X, Inc. is a block chain technology company, which engages in crypto currency mining. It focuses on validation through mining, hosting solutions, and blockchain software solutions. It operates through the following segments: Cryptocurrency Mining, Sales of Energy and Electricity, and Colocation Services. The company was founded on February 18, 2017, and is headquartered in Miami, FL.

Digi Power X Inc. - Ordinary Shares (Sub voting)

Digi Power X is trending following the announcement of a landmark 10-year colocation agreement with Cerebras Systems for an AI data center, with the community actively debating whether the company's valuation gap will close as infrastructure demand scales. Investors are heavily focused on the stock's potential for a long-term re-rating alongside the upcoming Cerebras IPO, while managing concerns over high short interest and potential share dilution.

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 surging amid a broad rally in the semiconductor sector, fueled by intense investor demand for memory chips essential to AI infrastructure and data center growth. The community remains highly bullish, citing strong fundamentals, significant capacity constraints, and anticipation of a continued re-rating as the company expands its role in the AI supply chain.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

Zcash is trending as investors react to its potential as a quantum-resistant privacy asset, with the community closely tracking its performance relative to broader market shifts and anticipated regulatory developments. While some traders are aggressively building positions in anticipation of a privacy sector rotation, others remain cautious of the volatility and debating the long-term outlook for the coin versus Bitcoin.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is surging after delivering strong earnings and an improved margin outlook that overshadowed a revenue miss, fueling intense community discussion about a potential short squeeze. Investors are actively debating whether this performance marks a sustainable re-rating for the undervalued stock or if lingering concerns regarding the company's accounting reputation and ongoing legal developments will cap the momentum.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart shares are seeing increased volatility and active community discussion following the announcement of a multi-year loan purchase agreement with Fortress Investment Group. Investors are debating the stock's high short interest and technical chart patterns, with many focusing on whether this partnership and recent sentiment shifts in the fintech sector can spark a sustained rally toward previous 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 an explosive, parabolic rally driven by structural memory chip shortages and massive demand from AI data centers that analysts expect to persist for several years. The stock's rapid appreciation has sparked intense debate among the community, with many traders riding the momentum toward new highs while others express skepticism over the sustainability of such aggressive vertical moves.

Roundhill ETF Trust - Roundhill Memory ETF

The DRAM ETF is surging as investors target a memory supercycle fueled by an explosive, AI-driven demand for HBM and NAND flash storage that exceeds current supply. The community is heavily focused on this 'digital oil' narrative, viewing the ETF as a strategic way to capture exposure to key memory industry leaders like Micron, Samsung, and SK Hynix.

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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.

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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.

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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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