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

Oracle Corp.

Oracle is trending following the expansion of its partnership with Google Cloud, allowing customers to integrate Gemini AI models directly into their Oracle database infrastructure. Community sentiment remains split between excitement over this long-term AI enterprise strategy and skepticism regarding the company's significant debt load and capital expenditures.

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

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as community members rally around the company's potential for a massive short squeeze, fueled by record-high short interest, tightening share availability, and elevated borrow rates. Sentiment is further buoyed by the upcoming Northern Data acquisition and strategic cloud and advertising commitments from major shareholder Tether.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is facing intense volatility after disclosing that Marvell cancelled its purchase orders due to an alleged confidentiality breach. The community is actively debating the impact on long-term viability, with some investors highlighting the company's remaining partnerships and cash reserves while others express deep concern over management credibility, potential legal repercussions, and the loss of a key anchor customer.

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 trending as it breaks into new all-time highs, fueled by intense institutional accumulation and relentless demand for AI infrastructure. The community is actively debating the stock's massive market cap expansion and the validity of AI-driven hyperscaler spending, with many interpreting the current momentum as a sign of continued secular growth.

Bed Bath & Beyond, Inc. engages in the provision of an e-commerce platform. It offers furniture and home furnishing products and services. The company was founded on May 5, 1997 and is headquartered in Murray, UT.

Bed Bath & Beyond Inc.

Bed Bath & Beyond Inc

Bed Bath & Beyond is trending following a positive quarterly earnings report that highlighted the company's first revenue growth in nearly five years, fueling community discussions about a potential business turnaround. Traders are closely monitoring the stock's recent price momentum and volume, while debates persist between those betting on a successful execution of the CEO's 'Everything Home' strategy and those skeptical of the company's long-term financial health.

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Luxembourg.

Spotify Technology S.A.

Spotify (SPOT) is facing significant volatility and investor scrutiny as the market weighs high-profile analyst upgrades against earnings-related jitters and concerns over slowing user growth. Community discussion is sharply divided, with many traders debating whether recent price hikes and AI-driven features will successfully drive margin expansion or if the stock remains overvalued and vulnerable to broader tech sector rotation.

Dumb SEND IT

Dumb SEND IT ($DSIT) is gaining momentum as a community-driven project, with supporters actively coordinating buys, holding through market volatility, and pushing for growth milestones. The community is heavily focused on the developer's engagement, including planned airdrops and website updates, as they look to capitalize on the project's low market cap and potential for a breakout.

United Parcel Service, Inc. is a package delivery company, which engages in the provision of global supply chain management solutions. It operates through the following segments: U.S. Domestic Package, International Package, and Supply Chain Solutions. The U.S. Domestic Package segment includes time-definite delivery of letters, documents, and packages. The International Package segment focuses on delivery and shipments in Europe, Asia, the Indian sub-continent, the Middle East, Africa, Canada, and Latin America. The Supply Chain Solutions is involved in forwarding, logistics, Coyote, Marken, and UPS Mail Innovations. The company was founded by James E. Casey and Claude Ryan on August 28, 1907 and is headquartered in Atlanta, GA.

United Parcel Service, Inc. - Ordinary Shares - Class B

United Parcel Service, Inc.

UPS is generating significant discussion as investors weigh the company's aggressive restructuring, including widespread job cuts and Amazon volume reductions, against its upcoming earnings and potential for margin recovery. The community is actively debating the stock's turnaround potential, focusing on dividend stability, leadership strategy, and the impact of broader transportation sector volatility.

Moolec Science SA engages in the development and production of science-based food ingredients. Its products include pet food, animal feed, and dietary supplements. It operates through the following segments: Seed and Integrated Products, Crop Protection, Crop Nutrition, and Emerging Solutions. The company was founded by Gastón Paladini, Henk Hoogenkamp, and Martin Salinas in 2020 and is headquartered in George Town, Cayman Islands.

Moolec Science SA

Moolec Science is currently a focal point for day traders and momentum-focused investors, with community discussions largely centered on its low-float status and high volatility potential. Many traders are actively debating whether the stock is primed for a significant breakout or is merely a target for coordinated pump-and-dump activity, while others are closely monitoring technical indicators and order flow for potential squeeze setups.

Terra is a decentralized financial payment network that rebuilds the traditional payment stack on the blockchain. Luna is the reserve currency of the Terra platform. It has three core functions: i) mine Terra transactions through staking, ii) ensure the price stability of Terra stablecoins and iii) provide incentives for the platform’s blockchain validators.

Terra Luna Classic

Terra Luna Classic is trending as the community rallies around hopes for a potential supply-side recovery and sustained interest in token burns. Traders are actively discussing the impact of future ecosystem developments and the ongoing influence of major holdings on long-term price action.

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Should iShares Russell 2000 Growth ETF (IWO) Be on Your Investing Radar?

<ul class="summary-bullets"><li>IonQ will enhance quantum interconnects to enable communication across diverse quantum computing technologies.</li><li>The firm linked two trapped-ion systems via photonic connections, marking the first direct networking of commercial quantum computers.</li><li>The demo showed photons can enable entanglement between distant systems, paving the way for quantum networks.</li></ul>IonQ Inc. (IONQ) stock rallied for the third straight session as the company confirmed its selection for the Defense Advanced Research Projects Agency’s (DARPA) HARQ initiative, along with successfully connecting two separate trapped-ion quantum systems using photonic links.The Department of Defense’s program focuses on heterogeneous quantum architectures that link different types of quantum processors into a unified system.<h2 class="st-heading-2">IonQ’s Role In The&nbsp;HARQ Program</h2>The DARPA-backed effort seeks to test whether mixed-technology quantum systems can outperform single-platform designs by combining varied qubit approaches through advanced networking layers.&nbsp;IonQ will contribute to the HARQ program by enhancing quantum interconnects that enable communication between different quantum computing modalities, including trapped ions, neutral atoms, and superconducting qubits.The company will build architectures that allow distinct quantum systems to operate together, effectively forming distributed quantum computing networks.Following the update,&nbsp;<a href="https://stocktwits.com/symbol/IONQ">IonQ stock</a> traded over 16% higher on Tuesday morning. On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_14_103108_png_a6bce3d6cd.webp" alt="IONQ’s Sentiment Meter and Message Volume as of 10:40 a.m. ET on Apr.14, 2026 | Source: Stocktwits" width="925" height="96"><figcaption>IONQ’s Sentiment Meter and Message Volume as of 10:40 a.m. ET on Apr.14, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Breakthrough In Quantum Networking</h2>IonQ said it achieved a significant milestone by linking two separate trapped-ion quantum systems via photonic connections, marking the first time commercial quantum computers have been directly networked and moving beyond the limits of single-machine operation.The demonstration proved that photons can be created, sent, and detected to enable quantum entanglement between two distant systems, laying the groundwork for future quantum networking capabilities.<blockquote>“Scaling quantum computation beyond the limits of a single chip is essential for realizing a future quantum internet.”-Niccolo de Masi, CEO, IonQ</blockquote>The project received partial backing from the U.S. government through the Air Force Research Laboratory.IONQ stock has declined by over 22% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/be-stock-hits-record-high-on-oracle-partnership-jp-morgan-sees-further-upside/cZJqEogRIH8">BE Stock Hits Record High On Oracle Partnership: JPMorgan Sees Further Upside</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 Surges For Third Day As DARPA Selection, Quantum Breakthrough Ignite Investor Optimism

The DARPA-backed HARQ program aims to develop heterogeneous quantum architectures that integrate multiple qubit technologies.

Equity

The DARPA-backed HARQ program aims to develop heterogeneous quantum architectures that integrate multiple qubit technologies.


<ul class="summary-bullets"><li>Applied Digital reported quarterly revenue of $126.6 million, up 139% from the prior year comparable period, and ahead of Street expectations of $78.47 million.</li><li>The company also posted a net loss per share of $0.36, compared to $0.16 per share posted in the same period of last year.&nbsp;</li><li>Most recently, Applied Digital completed a $2.15 billion private offering of 6.750% Senior Secured Notes due 2031, issued at 98% of par, to support the Polaris Forge 2 campus.</li></ul>Shares of Applied Digital Corp. (APLD) slipped more than 4.5% in Wednesday’s extended trading hours after the company posted third-quarter (Q3) 2026 results.While the data center company reported quarterly revenue of $126.6 million, up 139% from the prior year comparable period and ahead of Wall Street expectations of $78.47 million, according to data from Fiscal.ai, its soaring debt and operating expenses spooked investors.Applied Digital reported long-term debt of about $2.7 billion, although the company said that it is aiming to lower the cost of its project-level debt.<h2 class="st-heading-2">Earnings Snapshot</h2>Applied Digital also posted net loss per share of $0.36, compared to $0.16 per share posted in the same period of last year.“We are seeing a clear acceleration in demand for high-performance AI data center capacity, with hyperscalers as aggressive as we have ever seen them,” said CEO Wes Cummins.Noting the increased capital expenditures from the largest U.S. hyperscalers, which is expected to be around $700 billion, Cummins said, “We believe these enormous investments highlight the intense pressure on power and infrastructure and that these trends will only increase the long-term value of our high-quality, lower-cost sites like those we operate today.”<h2 class="st-heading-2">Debt Reduction Plans&nbsp;&nbsp;&nbsp;&nbsp;</h2>The company said that over time, it will be able to further reduce its overall cost and long-term debt as its data centers become stabilized, cash-flowing assets.Most recently, Applied Digital completed a $2.15 billion private offering of 6.750% Senior Secured Notes due 2031, issued at 98% of par, to support the Polaris Forge 2 campus. The company also secured meaningful credit enhancements on its CoreWeave leases at Polaris Forge 1.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/APLD">APLD stock</a> stayed in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.One user dismissed the selloff, stating that revenue was more important than capital expenditures.<stembedurl>https://stocktwits.com/Robbieross/message/649772659</stembedurl>Another bullish user noted the strong performance of AI, predicting that the company’s shares would surge over $80 this year, and perhaps reach triple-digits next year. APLD shares were trading around $27.79 at the time of writing.<stembedurl>https://stocktwits.com/Money__Hunter/message/649764999</stembedurl>APLD stock has soared about 447% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an Applied Digital logo is seen on a smartphone screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

APLD Stock Dips After-Hours On Debt Concerns Despite Q3 Revenue Beat

Applied Digital reported long-term debt of about $2.7 billion, although the company said that it is aiming to lower the cost of its project-level debt.

<ul class="summary-bullets"><li>Aehr Test Systems reported Q3 earnings on Tuesday, posting quarterly bookings of $37.2 million, indicating a book-to-bill ratio of over 3.5x.&nbsp;</li><li>Lake Street raised its price target on AEHR stock to $56 from $50, while maintaining a ‘Buy’ rating on the stock.</li><li>Craig-Hallum also upgraded the stock to ‘Buy’ from ‘Hold’ with a $68 price target, indicating an upside potential of about 35% from the last closing price.</li></ul>Aehr Test Systems (AEHR) rallied more than 23% on Wednesday amid a series of upgrades from Wall Street analysts following its third-quarter (Q3) 2026 earnings results.The company reported net revenue of $10.3 million for the quarter, about 43.7% lower than the same period in the previous year, and also below analysts’ estimates of $10.85 million. The test solutions provider also missed earnings expectations.Despite the miss, Lake Street raised its price target on AEHR stock to $56 from $50, while maintaining a ‘Buy’ rating on the stock, according to Investing.com. Craig-Hallum also upgraded the stock to ‘Buy’ from ‘Hold’ with a $68 price target, indicating an upside potential of about 35% from the last closing price.<h2 class="st-heading-2">Street Consensus</h2>Lake Street said that while Aehr Test Systems missed revenue expectations, the strong bookings inflection was a pivotal point to consider. The analyst said that it believes the strong bookings momentum could prove its FY27 estimates to be conservative and continue to push the stock higher.Meanwhile, Craig-Hallum cited the company’s improving business momentum and significant growth opportunities over multiple business segments for its upgrade, as per TheFly.The firm said that it believes that over time, AEHR has single customers who could drive $100 million a year in revenue. As a result, Craig-Hallum said it is expecting a multi-year revenue opportunity of at least $200 million in annual revenue for the company.<h2 class="st-heading-2">AEHR Q3 Update</h2>Aehr Test Systems said that it had clocked quarterly bookings of $37.2 million, indicating a book-to-bill ratio of over 3.5x that highlighted strong customer demand across wafer-level burn-in (WLBI) and package-level burn-in (PLBI) applications. The company said that it expects bookings for the year to be on the high end of the previously stated range of $60 million to $80 million.<figure class="image"><img src="https://news.stocktwits-cdn.com/Aehr_Test_Systems_Quarterly_Bookings_jpg_f316afd3af.webp" alt="Aehr_Test_Systems_Quarterly_Bookings.jpg" width="1600" height="1134"><figcaption>AEHR Q3 bookings have soared | Source: Fiscal.ai</figcaption></figure>The company also reported a backlog as of Feb. 27 to be $38.7 million, significantly above previous quarters.<figure class="image"><img src="https://news.stocktwits-cdn.com/Aehr_Test_Systems_Quarterly_Backlog_jpg_5a54f754f1.webp" alt="Aehr_Test_Systems_Quarterly_Backlog.jpg" width="1600" height="1134"><figcaption>The company disclosed significant backlogs for Q3 | Source: Fiscal.ai</figcaption></figure><h2 class="st-heading-2">Retail Stance</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AEHR">AEHR stock</a> was in the ‘bullish’ territory amid ‘extremely high’ message volumes at the time of writing.One bullish user pointed to the analysts’ upgrades, while adding that the company was becoming a key partner for the semiconductor sector.<stembedurl>https://stocktwits.com/Zero_C00L/message/649695898</stembedurl>AEHR stock has rallied more than 179% this year.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/inhd-stock-shot-up-today-what-s-driving-this-super-rally/cZJfbw0RIA7">INHD Stock Shot Up 180% Today – What’s Driving This Super Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the AEHR Test Systems logo is displayed on a smartphone screen.

AEHR Stock Soars 23% Despite Lackluster Q3 Results — Why Is Wall Street Bullish?

Lake Street said that while Aehr Test Systems missed revenue expectations, the strong bookings inflection was a pivotal point to consider. 

<ul class="summary-bullets"><li>While Gelfond receives medical care and recovers, he will not be participating in any public or private events for the company, the statement said.&nbsp;</li><li>IMAX is a leader in entertainment technology, delivering immersive cinematic experiences through proprietary software, architecture, and projection systems.</li><li>Earlier in the month, Goldman Sachs raised the firm's price target on Imax to $41 from $37 and kept a ‘Neutral’ rating on the shares.&nbsp;</li></ul>Imax Corp. (IMAX)&nbsp;on Monday announced that CEO Richard Gelfond&nbsp;would be&nbsp;on a temporary medical leave of absence as he undergoes treatment for pneumonia.Shares in the company fell 2% during extended hours of trading.&nbsp;While Gelfond receives medical care and recovers, he will not be participating in any public or private events for the company, the&nbsp;company said.&nbsp;Consistent with its operating plan in the event of Gelfond’s temporary absence, the firm’s senior executives are executing their day-to-day responsibilities in coordination with each other and Board Chairman Darren Throop, with regular communication with the full board of directors.&nbsp;“We have a strong, deeply experienced senior executive team who are fully engaged, providing regular updates to the Board, and remain focused as always on the continued growth and success of IMAX. We are all wishing Rich well and a full and speedy recovery,” Throop said.&nbsp;<h2 class="st-heading-2">About IMAX</h2>IMAX is a leader in entertainment technology, delivering immersive cinematic experiences through proprietary software, architecture, and projection systems.Headquartered in New York, Toronto, and Los Angeles, IMAX operates 1,864 systems across 91 countries and territories as of December 31, 2025.<h2 class="st-heading-2">Recent Analyst Actions</h2>Earlier in the month, Goldman Sachs raised the firm's price target on Imax to $41 from $37 and kept a ‘Neutral’ rating on the shares.&nbsp;Late in February, B. Riley analyst Drew Crum raised the firm's price target on Imax to $46 from $44 and kept a ‘Buy’ rating on the shares.&nbsp;JPMorgan raised the firm's price target on Imax to $48 from $47 and kept an ‘Overweight’ rating on the shares. The company reported another quarter with revenue and margin ahead of consensus, the analyst had told investors in a research note.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment around IMAX stock trended in ‘bearish’ amid ‘normal’ message volume.&nbsp;Shares in the company have risen almost 2% so far in 2026.&nbsp;

In this photo illustration the IMAX logo is seen displayed on a smartphone. 

IMAX Stock Slides After-Hours As CEO Goes On Temporary Leave Of Absence 

Consistent with IMAX’s operating plan in the event of its CEO Richard Gelfond’s temporary absence, the firm’s senior executives are executing their day-to-day responsibilities. 

<ul class="summary-bullets"><li>Argentina nationalized 51% of YPF, stripping Repsol of control, but later agreed to pay $5 billion in compensation in 2014.</li><li>However, in 2023, a lawsuit against Argentina, backed by Burford Capital, was filed by YPF’s minority shareholders, who claimed they were harmed by the government’s decision to nationalize the oil company.</li><li>Subsequently, YPF’s minority shareholders won a $16.1 billion award against the South American country.</li></ul>Burford Capital (BUR) shares tanked more than 37% in Friday morning’s trade after a U.S. appeals court ruling in a case that involved Argentina.According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/us-appeals-court-voids-161-billion-judgment-against-argentina-over-ypf-seizure-2026-03-27/">report</a>, a federal appeals court overturned a prior ruling that ordered Argentina to pay $16.1 billion to the former shareholders of oil company YPF SA.According to the report, Burford Capital would have received a large share of the award if the appeals court had upheld the previous ruling. The federal appeals court stated that the Manhattan judge who made the previous ruling had wrongly ruled in favor of the former shareholders of YPF SA.Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/BUR">Burford Capital</a> trended in the ‘bullish’ territory with message volumes at ‘high’ levels at the time of writing.<h2 class="st-heading-2">What Was The Case About?</h2>The Argentine government decided to nationalize YPF, the country’s largest oil company, in 2012. Argentina’s President at the time, Cristina Fernández de Kirchner, stated that this move was necessary to reduce the country’s oil bill.Argentina nationalized 51% of YPF’s shares, resulting in Repsol losing control of the oil company. They agreed to pay Repsol $5 billion in compensation in 2014.However, in 2023, a lawsuit against Argentina, backed by Burford Capital, was filed by YPF’s minority shareholders, who claimed they were harmed by the government’s decision to nationalize the oil company.Subsequently, YPF’s minority shareholders won a $16.1 billion award against the South American country.However, a three-judge appeals court questioned in October 2025 why a case between the Argentinian state and YPF’s minority shareholders was brought before a U.S. court.Argentine President Javier Milei on Friday welcomed the appeals court’s ruling in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/JMilei/status/2037539037959921809">post</a> on X.<h2 class="st-heading-2">How Did Retail Traders React?</h2>One bullish user on the platform stated that the trading volume following the YPF case ruling lets investors buy into Burford Capital’s “core business for nothing.”<stembedurl>https://stocktwits.com/trufflehog/message/648758675</stembedurl>Another user called the steep fall in BUR stock an “overreaction.”<stembedurl>https://stocktwits.com/RenHenInvestments/message/648758460</stembedurl><a href="https://stocktwits.com/symbol/BUR">BUR stock</a> is down 45% year-to-date and 65% over the past 12 months. The iShares Russell 2000 Growth ETF (IWO) is up 18% over the past 12 months, while the iShares Russell 2000 ETF (IWM) is up 20%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-stocks-fall-10-sp-500-fifth-weekly-loss-amid-oil-shock-iran-war/cZ3HEomRIm5">Guggenheim CIO Reportedly Warns Oil Shock Could Drag US Stocks By 10% – S&amp;P 500 Eyes 5th Weekly Loss</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Trading digital board showing the data on global stock market crash. | Image source: Getty Images

BUR Stock Sinks 37% Following Reports Of A US Appeals Court Ruling — What Is The Argentina Connection?

According to a Reuters report, a federal appeals court overturned a prior ruling that ordered Argentina to pay $16.1 billion to the former shareholders of oil company YPF SA.

<ul class="summary-bullets"><li>The report added that 33% of Hertz’s customers are currently renting cars for road trips and driving vacations in a bid to work around TSA delays.</li><li>Hertz is capitalizing on this by offering recommendations to travelers and prepaying at pickup points to lock in pricing for its customers, according to the report.</li><li>The car rental company is also allowing customers to book cars at neighborhood locations to help them avoid disruptions at airports.</li></ul>Hertz Global Holdings Inc. (HTZ) shares soared more than 16% in Thursday morning’s trade after a report stated that the company benefited from Transport Security Administration (TSA) delays at airports in the U.S.According to a TravelPulse report, Hertz data showed a 15% increase in website search traffic, suggesting travelers are seeking alternative modes of transport or backup plans in case of delays.<h2 class="st-heading-2">A Third Of Hertz Customers Renting Cars For Trips</h2>The report added that 33% of Hertz’s customers are currently renting cars for road trips and driving vacations to work around TSA delays.Hertz is capitalizing on this by offering recommendations to travelers and prepaying at pickup points to lock in pricing for its customers, according to the report.The car rental company is also allowing customers to book cars at neighborhood locations to help them avoid disruptions at airports.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/HTZ">Hertz</a> trended in the ‘bullish’ territory at the time of writing.One bullish user cited travel for the upcoming FIFA World Cup 2026, TSA delays, and better fleet management as reasons for their optimism on the stock.<stembedurl>https://stocktwits.com/AllAboutTheLONGS/message/648635816</stembedurl>Another user stated that the car rental business should be on fire with the spring break ahead.<stembedurl>https://stocktwits.com/greyfox/message/648629996</stembedurl><h2 class="st-heading-2">Why Are There TSA Delays At Airports?</h2>The ongoing partial government shutdown has resulted in a funding lapse for the Department of Homeland Security on February 13, after Congress failed to pass an annual budget for the agency.As a result, the DHS shutdown has now entered its 41st day, and the TSA, which comes under the DHS, has experienced worker absences. According to a USA Today&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.usatoday.com/story/news/nation/2026/03/25/tsa-line-airport-wait-times-highest-in-history/89314232007/">report</a>, TSA Administrator Ha Nguyen McNeill stated during a Wednesday hearing that air travelers in the U.S. are experiencing the longest wait times in the agency’s history.McNeill also stated that the TSA has lost more than 480 officers during this shutdown so far.“Multiple airports are experiencing days where 40-50 percent of their staff are calling off because they simply cannot afford to report to work. This has led to the highest wait times in TSA history, with some wait times greater than 4.5 hours,” McNeill said, according to the report.<a href="https://stocktwits.com/symbol/HTZ">HTZ stock</a> is down 3% year-to-date, but up 45% over the past 12 months. The iShares Russell 2000 Growth ETF (IWO) is up 19% over the past 12 months, while the Vanguard Small-Cap Growth Index Fund ETF (VBK) is up 16%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/vcx-tanks-after-citron-shorts-anthropic-proxy-urges-sec-investigation-fundrise/cZ3rU6ORIkP">Citron Shorts VCX, Calls On SEC To Investigate If Fundrise Is Paying Influencers To Promote The Fund</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An exterior view of Hertz Car Rental during the coronavirus pandemic

HTZ Stock Soars After TSA Delays At Airports Reportedly Result In Spike In Car Rental Searches

TravelPulse reported that Hertz saw a 15% increase in website search traffic, signaling that travelers are seeking backup transportation amid delays.

<ul class="summary-bullets"><li>The rise in quarterly revenue was helped by a jump in subscription revenue and payment volumes during the quarter.</li><li>The company reported Q4 adjusted net income of $5 million, compared to an adjusted net loss of $33 million in the Q4 of fiscal year 2025.&nbsp;</li><li>For the first quarter of fiscal year 2027, Navan currently expects total revenue in the range of $204 million - $206 million.</li></ul>Navan (<a href="https://stocktwits.com/symbol/NAVN">NAVN</a>) shares jumped 20% on Wednesday after the business travel and expense management platform reported its fourth quarter revenue above Wall Street estimates.&nbsp;NAVN reported total revenue of $178 million in Q4, an increase of 35% year-over-year. It comfortably beat analysts' estimates of $162.2 million, according to data from Stocktwits.&nbsp;The rise in quarterly revenue was helped by a jump in subscription revenue and payment volumes during the quarter. NAVN’s subscription revenue was $17 million, an increase of 29% year-over-year, and its payment volume grew 19% year-over-year to $1.0 billion in the quarter.The company reported Q4 adjusted net income of $5 million, compared to an adjusted net loss of $33 million in the Q4 of fiscal year 2025.&nbsp;“Q4 was a landmark quarter for Navan, marked by 35% revenue growth and a 1,100 basis point expansion in non-GAAP operating margin,” said Navan co-founder and CEO, Ariel Cohen.&nbsp;<h2 class="st-heading-2">Outlook</h2>For the first quarter of fiscal year 2027 (ending April 30, 2026), Navan currently expects total revenue in the range of $204 million - $206 million, representing year-over-year growth of 30% at the midpoint.&nbsp;NAVN for fiscal year 2027 expects adjusted income from operations in the range of $58 million - $62 million and adjusted operating margin of 7% at the midpoint.For the fiscal year 2027 (ending January 31, 2027), Navan currently expects total revenue in the range of $866 million - $874 million, representing year-over-year growth of 24% at the midpoint.&nbsp;<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around NAVN trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;One bullish user on Stocktwits praised the company's earnings.&nbsp;<stembedurl>https://stocktwits.com/SPACdeORO/message/648562702</stembedurl>Shares in the company have fallen 46% so far in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Retail sentiment around NAVN trended in ‘extremely bullish’ territory amid ‘high’ message volume. 

Why Is Navan Stock Rallying Over 20% Today?

Navan reported total revenue of $178 million in Q4, an increase of 35% year-over-year.

<ul class="summary-bullets"><li>The company expects shipments to start in the second quarter, and be completed by the middle of the third quarter in 2026.</li><li>The company’s CFO, Stefan Murry, said that the reliable transceiver capacity is critical for the supply chain strategies of AAOI’s customers.&nbsp;</li><li>Murry added that the initial 800G volume order is likely to be the first of many more orders.</li></ul>Shares of Applied Optoelectronics Inc. (AAOI) jumped more than 4% in Monday’s extended trading hours after it announced that it received a new volume order from one of its hyperscale customers.The company, without naming the customer, said it had received an order for 800G single-mode data center transceivers, worth more than $53 million, intended to expand the customer’s network capacity for AI-driven workloads.After product qualifications, the company expects shipments to start in the second quarter, and be completed by the middle of the third quarter in 2026.<h2 class="st-heading-2">Leadership Take</h2>Founder, Chairman, and CEO of the company, Dr. Thompson Lin, noted the acceleration in AI infrastructure expansion, saying that it required significantly higher bandwidth at scale.“Our customers are adopting 800G not just for capacity and performance, but to manage long-term operating costs. Deploying 800G now helps to prevent network bottlenecks, improves power efficiency and lowers cost per bit, reducing the need for frequent upgrades,” Lin said.Meanwhile, the company’s CFO, Stefan Murry, said that the reliable transceiver capacity is critical for the supply chain strategies of AAOI’s customers."This early order for 800G is expected to support GPU cluster buildup, in line with our customer's large-scale infrastructure expansion plans,” Murry said.In addition, Murry said that the deal followed the prior week's announcement of 1.6Tb orders from this same customer, and that the initial 800G volume order, totaling more than $53 million, is likely to be the first of many more orders as the customer scales for rollouts across its clusters and regions.<h2 class="st-heading-2">AI Hardware</h2>Last week, Applied Optoelectronics showcased advanced data center solutions at the Optical Fiber Communications Conference, highlighting its transceiver lineup from 100G to 1.6T and a live 6.4T on-board optics demo.The company also showcased a 400mW continuous wave laser for 25dBm External Laser Small Form-Factor Pluggable (ELSFP), designed to support high-bandwidth AI systems. The solution will enable robust link budgets for CPO/NPO architectures while ensuring reliability and serviceability for mission-critical GPU clusters, the company said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AAOI">AAOI stock</a> was in the ‘bullish’ territory at the time of writing, amid ‘normal’ message volumes.Shares of the company have gained nearly 142% this year.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/meta-hires-ex-google-ex-stripe-dreamer-team-sans-tech-forsuperintelligence-push-report/cZ3mVk4RIKR">Meta Hires Ex-Google, Ex-Stripe Dreamer Team Sans Tech For Superintelligence Push: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Workers use microscopes in the production facility at Applied Optoelectronics Tuesday, May 10, 2016, in Houston.  (Photo by Karen Warren/Houston Chronicle via Getty Images)

Why Did AAOI Stock Jump After-Hours Today?

Applied Optoelectronics announced that it had received an order for 800G single-mode data center transceivers from one of its hyperscale customers. 

<ul class="summary-bullets"><li>Barclays said it believes a third hyperscaler contract is "imminent" for Solaris.</li><li>Solaris on Tuesday announced it has closed two transactions that will add approximately 900 MW of new, natural gas-fueled turbine capacity between 2026 and 2029.</li><li>Solaris paid approximately $240 million in cash and issued approximately 4 million Solaris Class A shares.</li></ul>Solaris Energy (<a href="https://stocktwits.com/symbol/SEI">SEI</a>) shares hit a&nbsp;one-year high on Tuesday after a Barclays analyst raised the stock's price target.At the time of writing,&nbsp;SEI shares were trading nearly 15% up, at around $65.38.Barclays raised its price target on Solaris Energy to $74 from $63 and maintained an ‘Overweight’ rating on the shares, per TheFly.<h2 class="st-heading-2">Analyst Rationale</h2>Barclays analyst J. David Anderson, in a research note to investors, said that the addition of 900&nbsp;megawatts of new, natural gas-fueled turbine capacity between 2026 and 2029 accelerates Solaris' growth trajectory.&nbsp;Barclays said it believes a third hyperscaler contract is "imminent" for Solaris.<h2 class="st-heading-2">Capacity Expansion</h2>Solaris on Tuesday announced it has closed two transactions that will add approximately 900 MW of new, natural gas-fueled turbine capacity between 2026 and 2029.Solaris has closed the acquisition of Genco Power Solutions, a distributed power generation company that will add 400 MW of incremental power generation capacity to Solaris between 2026 and 2028, inclusive of approximately 100 MW of currently operated and contracted capacity.&nbsp;Earlier in the week, Solaris also purchased 30 turbine delivery slots from a private party, which will provide approximately 500 MW of incremental power generation capacity between early 2027 and 2029.For both transactions, Solaris paid approximately $240 million of cash, issued approximately&nbsp;four million Solaris Class A shares (valued at approximately $215 million), and assumed approximately $165 million of indebtedness, it said in a statement.The company will now operate approximately 3,100 MW of total power generation capacity by the end of 2029. The company has also closed a new $300 million credit facility to support ongoing growth.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around SEI stock jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours. Message volume also jumped from ‘low’ to ‘high’ over the same period.Shares in the company have risen 39.5% so far in 2026.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Barclays raised its price target on Solaris Energy to $74 from $63, and maintained an ‘Overweight’ rating on the shares, per TheFly.

Why Did Solaris Energy Stock Hit A 1-Year High Today?

Barclays raised its price target on Solaris Energy to $74 from $63 and maintained an ‘Overweight’ rating on the shares, per TheFly.

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