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SpaceX engineers reusable launch vehicles and the Starlink satellite constellation for global broadband. Their focus on rapid reusability and vertical integration drives down launch costs and accelerates space access.

SpaceX PreStocks

Investors are actively debating the legitimacy of various crypto tokens attempting to capitalize on the highly anticipated, multi-trillion dollar SpaceX IPO. While some participants are seeking exposure through the tokenized assets, others are warning of a potential scam, urging caution against the speculative hype surrounding Elon Musk's companies.

Assertio Holdings, Inc. is a commercial pharmaceutical company, which engages in acquisitions, licensing, and mergers. The firm focuses on portfolio of neurology, inflammation, and pain medications. Its products include INDOCIN, Sympazan, Otrexup, SPRIX, CAMBIA, and Zipsor. The company was founded on August 7, 1995 and is headquartered in Lake Forest, IL.

Assertio Holdings Inc

Assertio Holdings is trending as investors scrutinize the company's $125 million acquisition by Garda Therapeutics at $18 per share, which many long-term shareholders feel significantly undervalues the core Rolvedon asset and follows a series of questionable portfolio divestitures. The community remains highly vocal about potential fiduciary failures, expressing intense frustration over management's decision-making and demanding accountability while waiting for the Schedule 14D-9 to clarify the valuation process.

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF

JPMorgan Nasdaq Equity Premium Income ETF

JEPQ is generating significant interest as investors weigh its tech-heavy exposure and monthly dividend yield against market volatility, with the community actively debating whether to hold the fund for consistent income or rotate into higher-yielding alternatives. Traders are closely monitoring a psychological price barrier near $60, viewing the recent market fluctuations as a potential entry point for long-term positions.

Amentum Holdings, Inc. engages in mission-critical, technology-driven services in government and commercial markets. It operates through the Digital Solutions and Global Engineering Solutions segments. The Digital Solutions segment provides advanced digital and data-driven solutions including intelligence analytics, space system development, cybersecurity, and next generation IT. The Global Engineering Solutions segment manages large-scale environmental remediation, nuclear power solutions, platform engineering, sustainment and supply chain management. The company was founded on November 26, 2019 and is headquartered in Chantilly, VA.

Amentum Holdings Inc.

Amentum Holdings is experiencing significant volatility and downward pressure as investors navigate sector-wide weakness and frustration over the stock's inability to maintain gains despite steady contract wins. While the community is actively debating whether the stock has bottomed or needs more time to heal, many remain bullish on the long-term outlook, highlighting strong fundamental backlog and the company's role in government, nuclear, and space infrastructure as key reasons to maintain their positions.

4DMT operates as a clinical-stage genetic medicines company focused on inventing and developing genetic medicines to treat large market diseases in ophthalmology, pulmonology and cardiology. It develops genetic medicines using its proprietary invention platform, Therapeutic Vector Evolution. It combines the power of the Nobel Prize-winning technology, directed evolution, with approximately one billion synthetic AAV capsid-derived sequences. Its product design, development and manufacturing engine create a valuable and diverse product pipeline. The company is currently advancing five clinical-stage and two preclinical product candidates, each tailored to address rare and large market diseases. 4DMT was founded by David H. Kirn, Melissa Kotterman, Theresa Janke, and David Schaffer on September 12, 2013 and is headquartered in Emeryville, CA.

4D Molecular Therapeutics Inc

4D Molecular Therapeutics is attracting significant attention as investors react to positive Phase 2 SPECTRA trial data for 4D-150 in diabetic macular edema, sparking discussions about its potential as a best-in-class, durable gene therapy. While the community is actively debating the company's valuation relative to its cash position and the timeline for upcoming pivotal data, momentum traders are closely monitoring price action and short interest as the company prepares for upcoming investor conferences.

ANI Pharmaceuticals, Inc. is a bio-pharmaceutical company, which engages in the development, manufacture, and marketing of branded and generic prescription pharmaceuticals. It operates through the Generics, Established Brands, and Other, and Rare Disease segments. The Generics, Established Brands, and Other segment consists of contract manufactured products, development services, royalties, and other. The Rare Disease segment involves the operations related to Cortrophin Gel. The company was founded on August 29, 1996 and is headquartered in Baudette, MN.

ANI Pharmaceuticals Inc

ANI Pharmaceuticals is experiencing positive momentum driven by strong demand for its rare disease franchise, particularly Cortrophin Gel, and a robust pipeline of new product launches. The community is actively discussing the company's improved financial guidance and strategic efforts to scale its rare disease portfolio, while some remain cautious about broader sector headwinds and historical share price performance.

Casey's General Stores, Inc. engages in the provision of management and operation of convenience stores and gasoline stations. It provides self-service gasoline, a wide selection of grocery items, and an array of freshly prepared food items. The firm offers food, beverages, tobacco products, health and beauty aids, automotive products, and other non-food items. The company was founded by Donald F. Lamberti in 1968 and is headquartered in Ankeny, IA.

Casey`s General Stores, Inc.

Casey's General Stores, Inc.

Casey's General Stores is seeing significant investor attention driven by strong performance in its food and beverage segments, which are proving to be major traffic drivers alongside its core fuel business. The community is actively discussing its recession-proof business model and potential for further market expansion, keeping the stock a popular pick for those seeking quality and stability in a volatile environment.

Fresenius Medical Care AG engages in the provision of products and services for individuals with renal diseases. It operates through the Care Enablement and Care Delivery segments. The Care Enablement segment is involved in the healthcare products business including research and development, manufacturing, supply chain, and commercial operations as well as supporting functions, such as regulatory and quality management. The Care Delivery segment focuses on the health care services for the treatment of CKD, ESRD, and other extracorporeal therapies, including value and risk-based care programs. The company was founded on August 5, 1996 and is headquartered in Bad Homburg, Germany.

Fresenius Medical Care AG - ADR

Fresenius Medical Care AG & Co. KGAA

Fresenius Medical Care is trending as investors monitor the company's progress with its DefenCath infection-prevention initiative, which the community highlights for its potential to improve patient outcomes and drive operating efficiency. Discussions are heavily focused on the company's role as a major player in the dialysis sector and how its operational strategies, including potential acquisitions and cost-saving measures, may influence its long-term market position.

Modine Manufacturing Co. engages in the provision of thermal management products and solutions. It operates through the Climate Solutions and Performance Technologies business segments. The Climate Solutions segment provides climate-controlled solutions and components, heat transfer products, heating, ventilating, air conditioning and refrigeration products, and data center cooling solutions. The Performance Technologies segment designs and manufactures air- and liquid-cooled technology for vehicular, stationary power, and industrial applications. In addition, the Performance Technologies segment provides thermal solutions to zero-emission and hybrid commercial vehicle and automotive customers, and coating products and application services. The company was founded by Arthur B. Modine on June 23, 1916 and is headquartered in Racine, WI.

Modine Manufacturing Co.

Modine Manufacturing is capturing intense investor attention as it positions itself as a pure-play leader in data center thermal management, a critical infrastructure bottleneck for the surging AI and hyperscale compute sector. The community is actively debating the company's valuation against its aggressive growth targets and upcoming spinoff, with many tracking it alongside industry peers as a key play on physical AI infrastructure.

Vishay Intertechnology, Inc. engages in the manufacture and distribution of discrete semiconductors and passive electronic components. It operates through the following segments: MOSFET (metal oxide semiconductor field-effect transistor), Diodes, Optoelectronic Components, Resistors, Inductors, and Capacitors. The MOSFET segment offers semiconductors which function as solid state switches to control power. The Diodes segment produces semiconductors which route, regulate, and block radio frequency, analog, and power signals, protect systems from surges or electrostatic discharge damage, and provide electromagnetic interference filtering. The Optoelectronic Components segment includes components that emit light, detect light, or do both. The Resistors and Inductors segment deals with components that impede electric current. The Capacitors segment provides components which store energy and discharge it when needed. The company was founded by Felix Zandman in 1962 and is headquartered in Malvern, PA.

Vishay Intertechnology, Inc.

Vishay Intertechnology is attracting significant investor interest as a foundational semiconductor recovery play, driven by robust call option activity and its strategic positioning in high-growth infrastructure sectors like smart home sensing and grid modernization. The community is actively discussing its potential for structural growth as the company transitions from low-volatility accumulation into a more active trend phase, buoyed by expanding volume and key component demand.

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<ul class="summary-bullets"><li>According to TheFly, Morgan Stanley analyst Andrew Percoco stated in a note on Wednesday that Ford is likely to sign energy storage deals with big customers.</li><li>Percoco stated that the automaker’s relationship with China’s CATL represents an overlooked strategic advantage for its energy storage business.</li><li>He added that the partnership positions Ford to become a major supplier of compliant energy storage systems for utility operators and AI data center customers in the U.S.</li></ul>Shares of Ford Motor Co. (F) crossed the 100-day moving average (DMA) for the first time in two months, with the stock soaring more than 11% in Wednesday morning’s trade.If Ford shares continue the momentum throughout the day and end with gains of at least 9.4%, this would be the stock’s best single-day performance in more than six months.<figure class="image"><img src="https://news.stocktwits-cdn.com/F_stock_jpg_5a5d1c297a.webp" alt="F stock.jpg" width="1505" height="865"><figcaption>Source: TradingView</figcaption></figure>The rally in&nbsp;<a href="https://stocktwits.com/symbol/F">Ford shares</a> on Wednesday helped the stock turn positive year-to-date. F was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">F Likely To Sign Energy Storage Deals, Says Morgan Stanley</h2>According to TheFly, Morgan Stanley analyst Andrew Percoco stated in a note on Wednesday that Ford is likely to sign energy storage deals with big customers.Percoco stated that the automaker’s relationship with China’s CATL represents an overlooked strategic advantage for its energy storage business.He added that the partnership positions Ford to become a major supplier of compliant energy storage systems for utility operators and AI data center customers in the U.S., particularly as electricity demand tied to AI infrastructure continues to rise.Percoco stated that there is a “fairly high likelihood” of Ford signing an energy storage systems supply agreement with commercial customers and potentially hyperscalers, allowing the automaker to capitalize on the growing power needs in the AI industry.Morgan Stanley reiterated its ‘Equal Weight’ rating and $14 price target on Ford.According to Koyfin data, of the 21 analysts covering the stock, five have a ‘Buy’ or ‘Strong Buy’ rating, 15 recommend ‘Hold’, while one has a ‘Sell’ recommendation.<h2 class="st-heading-2">Ford Introduces Energy Initiative</h2>Ford formally launched Ford Energy earlier this week, a wholly owned subsidiary focused on supplying U.S.-assembled battery energy storage systems for utilities, data centers, and industrial customers.The company said it plans to deploy at least 20 GWh annually, with initial deliveries expected in late 2027, and to repurpose existing battery manufacturing capacity in Kentucky to support the business.Ford added that the move is aimed at addressing rapidly growing demand for large-scale energy storage driven by AI data centers, renewable energy integration, and grid resilience needs.The company said its battery systems are designed for long-term reliability and backed by Ford’s decades of large-scale manufacturing experience.The Dearborn, Michigan-based automaker has also scheduled its annual meeting of shareholders for May 14, 2026.<h2 class="st-heading-2">Building On Ford’s ESS Investments</h2>The introduction of Ford Energy builds on the company’s December 2025 announcement of a battery energy storage business, focused on supplying systems for data centers and grid infrastructure.The automaker stated that it plans to repurpose underutilized EV battery manufacturing capacity in Kentucky to support the fast-growing energy storage market and create a new revenue stream.Ford said it expects to invest about $2 billion over the next two years to scale the business.The company plans to begin shipping battery energy storage systems in 2027 with an annual capacity of 20 GWh.<h2 class="st-heading-2">What Do Retail Traders Think Of F?</h2>Retail sentiment on Stocktwits around Ford trended in the ‘extremely bullish’ territory with message volumes at ‘extremely high’ levels.One bullish user on the platform stated that this is the best news from Ford in seven years.<stembedurl>https://stocktwits.com/cAntshaker/message/653238076</stembedurl><a href="https://stocktwits.com/symbol/F">F stock</a> is up 2% year-to-date and 26% over the past 12 months. The S&amp;P 500 ETF Trust (SPY) and the iShares Core S&amp;P 500 ETF (IVV) are up 26% over the past 12 months.The iShares Russell Mid-Cap ETF (IWR) is up 17% over the past 12 months, while the Vanguard Total Stock Market Index Fund ETF (VTI) is up 26%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/velo-stock-best-single-day-gains-5-months-ceo-inflection-point-velo3d-q1/cZXLNkMReK7">VELO Stock Headed For Best Single-Day Gains In 5 Months — CEO Touts Key Inflection Point For Velo3D In Q1</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A street-level view of the American automaker brand and official Ford car dealership in Madrid, Spain. (Photo by Xavi Lopez/SOPA Images/LightRocket via Getty Images)

F Stock Soars Past 100-DMA For First Time In 2 Months — Wall Street Sees Ford Emerging As AI Data Center Power Play

If Ford shares continue the momentum throughout the day and end with gains of at least 9.4%, this would be the stock’s best single-day performance in more than six months.

Equity

<ul class="summary-bullets"><li>Analysts at Citi raised their price target for SMCI stock to $31 from $25, while keeping a ‘Neutral’ rating.</li><li>The firm cited Super Micro’s margin surge as the reason for its price target hike, noting that it also drove an earnings beat.</li><li>Mizuho analysts also hiked their price target for Super Micro following Q3 results, raising it to $30 from $25 while keeping a ‘Neutral’ rating.</li></ul>Shares of Super Micro Computer Inc. (SMCI) soared more than 17% on Wednesday ahead of the opening bell after the company’s gross margins in the third quarter (Q3) beat expectations of both Wall Street and Main Street.Super Micro Computer reported an improvement in its gross margins on both a sequential and year-on-year basis. The company’s CEO cited the margin recovery and growth in the data center business as proof that its business remained robust.If&nbsp;<a href="https://stocktwits.com/symbol/SMCI">Super Micro shares</a> hold their pre-market gains during the regular trading session, this would be SMCI stock’s best single-day surge in nearly 15 months.<h2 class="st-heading-2">Wall Street Turns Optimistic On SMCI Stock</h2>According to TheFly, analysts at Citi raised their price target for SMCI stock to $31 from $25, while keeping a ‘Neutral’ rating.The firm cited Super Micro’s margin surge as the reason for its price target hike, noting that it also drove an earnings beat.According to an Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investing.com/news/analyst-ratings/mizuho-raises-super-micro-computer-stock-price-target-on-guidance-93CH-4662022">report</a>, analysts at Mizuho also hiked their price target for Super Micro following Q3 performance, raising it to $30 from $25 while maintaining a ‘Neutral’ rating.The firm stated that helping drive Super Micro’s Q3 margins were lower expedited fees, tariff relief, and an improved mix of customers and products. However, Mizuho expects Super Micro’s fourth-quarter (Q4) margins to decline 180 basis points on a sequential basis due to customer and product mix.According to Koyfin data, the average 12-month price target for SMCI is $33.2, implying an upside of 19% from current levels. Of the 18 analysts covering the stock, five have a ‘Strong Buy’ or ‘Buy’ recommendation, nine have a ‘Hold’ rating, while four have a ‘Sell’ or ‘Strong Sell’ advice.<h2 class="st-heading-2">Main Street Is Also Bullish On SMCI</h2>Retail sentiment on Stocktwits around SMCI trended in the ‘extremely bullish’ territory with message volumes at ‘extremely high’ levels. SMCI was among the top trending tickers on Stocktwits at the time of writing.One bullish user stated that now is the real opportunity to buy SMCI stock at lows of $30.<stembedurl>https://stocktwits.com/alexadam2026/message/652406272</stembedurl>Another user cited gross margin improvement to state that the SMCI stock will rise significantly.<stembedurl>https://stocktwits.com/Canocano/message/652404056</stembedurl><h2 class="st-heading-2">SMCI’s Q4 Guidance, Margins Overshadow Mixed Q3 Performance</h2>Super Micro’s mixed Q3 performance was overshadowed by the company’s improved margins during the quarter, as well as the guidance for Q4.Super Micro reported earnings per share (EPS) of $0.74 on revenue of $10.2 billion, compared to Wall Street estimates of an EPS of $0.62 on revenue of $12.45 billion, according to Fiscal.ai data.The company’s gross margins in Q3 stood at 9.9%, compared to 9.6% during the year-ago period and 6.3% in the second quarter (Q2).“Supermicro's transformation into a total datacenter infrastructure provider is accelerating. With the addition of our new US manufacturing facilities in Silicon Valley, we are exceptionally well-positioned to meet the massive demand for various AI and enterprise verticals,” said Super Micro CEO Charles Liang.The company guided for an EPS of $0.65 to $0.79 in Q4 on revenue of $11 billion to $12.5 billion. This compares well to a consensus estimate of an EPS of $0.56 on revenue of $11.3 billion.SMCI stock is down 5% year-to-date and 13% over the past 12 months. The S&amp;P 500 ETF Trust (SPY) is up 28% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 40%.The iShares Semiconductor ETF (SOXX) is up 156% during this period, while the iShares Russell Mid-Cap ETF (IWR) is up 23%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-china-xi-very-respectful-iran-war-not-challenged-by-china/cZQDPwdRe9j">Trump Says Xi Jinping Has Been Very Respectful About US Blockade On Iranian Oil Exports — 'We Haven't Been Challenged By China'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Super Micro Computer, Inc. logo is seen displayed on a smartphone screen. 

SMCI Stock On Track For Best Single-Day Gains In 15 Months As Margins Pump Up Wall Street And Main Street

Super Micro's CEO cited margin recovery and growth in the data center business as proof that the business remained robust.

SMCI Stock Is Rallying Hard – And This One Trigger Is Driving It 

<ul class="summary-bullets"><li>Neugebauer stated that he will nominate a slate of five directors for election at the special meeting.</li><li>He has also already designated two senior industry leaders, including a former chief financial officer and a current chief power officer, to the board, citing their understanding of the company’s value.</li><li>Neugebauer added that the company’s board should move quickly to evaluate all possible options to maximize shareholder value.</li></ul>Fermi Inc.’s (FRMI) former CEO Toby Neugebauer is pushing for a special shareholder meeting, setting up a potential boardroom showdown weeks after his ouster.Neugebauer, Fermi’s largest shareholder who was removed as CEO last month, said the special meeting will give shareholders a chance to voice their views to the board of directors.<a href="https://stocktwits.com/symbol/FRMI">Fermi shares</a> were down more than 5% in Tuesday morning’s trade.<h2 class="st-heading-2">What Does FRMI’s Ex-CEO Want?</h2>Neugebauer stated that he will nominate a slate of five directors for election at the special meeting. He has already designated two senior industry leaders, including a former chief financial officer and a current chief power officer, to the board, citing their understanding of the company’s value.Neugebauer added that the company’s board should move quickly to evaluate all possible options to maximize shareholder value. Specifically, he called for a fast-moving, dual-track process that explores multiple strategic paths.This includes support for potential deals, such as mergers or acquisitions, particularly given the capital requirements and operational complexity associated with Project Matador.“I saw Project Matador's potential realized, and that's why I have yet to sell a single share of Fermi since the IPO because I know exactly what it is worth,” he said.<h2 class="st-heading-2">FRMI Ex-CEO Explains Who The Right Partner Will Be</h2>Regarding any potential transaction, Neugebauer stated that he believes the ideal partner would have a low cost of capital, proven construction capabilities, and either be a customer or be able to bring one to the table.He added that he is working with a leading investment bank on this process and emphasized the importance of completing the project in a way that benefits both his colleagues and the Amarillo community.<h2 class="st-heading-2">What Is FRMI’s Project Matador?</h2>Fermi’s Project Matador is a large-scale private campus being developed in the Texas Panhandle, spanning about 7,570 acres. The project is designed to deliver up to 17 gigawatts of power capacity, with roughly six gigawatts already permitted.The campus is built on a diversified energy mix that includes natural gas, grid power, solar, battery storage, and advanced nuclear, all with fully redundant systems to ensure reliability.Backed by more than $700 million in committed financing from MUFG and other major investors, Project Matador is expected to begin delivering power in 2026, according to the company.<h2 class="st-heading-2">What Do Retail Traders Think Of FRMI?</h2>Retail sentiment on Stocktwits around&nbsp;Fermi trended in the ‘bearish’ territory at the time of writing.<a href="https://stocktwits.com/symbol/FRMI">FRMI stock</a> is down 40% year-to-date and 81% over the past 12 months. The iShares Russell Mid-Cap ETF (IWR) is up 22% over the past 12 months, while the Fidelity Nasdaq Composite Index ETF (ONEQ) is up 42%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-stock-micron-hits-new-all-time-high-new-ai-product-launch-driving-buzz/cZQDRkFRe9f">MU Stock Soars To New All-Time High — A New Product Is Driving The Buzz</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Fermi America logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

FRMI's Ex-CEO Calls For A Special Shareholder Meeting — What Is On The Agenda?

Toby Neugebauer, Fermi’s largest shareholder who was removed as CEO last month, said the special meeting will give shareholders a chance to voice their views to the board of directors.

<ul class="summary-bullets"><li>The company said that it expects 2026 net sales growth of 1-2% now, previously estimated at atleast 5%.</li><li>The company pinned the lowered guidance on sustained caution among U.S. Life Sciences customers and increased geopolitical uncertainty, among other factors.</li><li>For the second quarter, the company forecast net sales declining approximately 2% CER from last year’s $534 million, with adjusted EPS flat at at least $0.60 CER.</li></ul>Shares of QIAGEN N.V. (QGEN) fell 6% after hours on Monday after the company cut its fiscal year 2026 earnings guidance in light of lower-than-expected sales growth on the back of weak demand for its QuantiFERON tuberculosis test.Qiagen now expects full-year adjusted and diluted earnings per share of at least $2.43 at the constant exchange rate (CER), compared to its former guidance of $2.50. The company said that it expects net sales growth of 1-2% now, previously estimated at atleast 5% growth. The company pinned the lowered guidance on sustained caution among U.S. Life Sciences customers and increased geopolitical uncertainty, among other factors.For the second quarter, the company forecast net sales declining approximately 2% CER from last year’s $534 million, with adjusted EPS flat at at least $0.60 CER. Management said it expects stronger growth trends to return in the second half of 2026, supported by the end of headwinds from discontinued product lines, new product launches, sequential QuantiFERON improvement, and contributions from the recent Parse Biosciences acquisition.<h2 class="st-heading-2">Preliminary Q1 Numbers</h2>The diagnostics and life-sciences tools company said preliminary Q1 net sales reached $492 million, up 2% on a reported basis but down 1% at constant exchange rates (CER). That fell short of its prior outlook for at least 1% CER growth. Adjusted diluted earnings per share came in at $0.54 CER, in line with analyst expectations.The weakness was driven largely by QuantiFERON sales, which fell 5% CER to $113 million due to “significantly lower immigration testing demand” in the United States and the Middle East. Other headwinds included cautious spending among U.S. life-sciences customers, geopolitical uncertainty, tariffs, currency movements, and costs tied to ensuring reliable product supply.The company’s complete first-quarter earnings will be announced on May 6.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around QGEN stock fell from ‘bullish’ to ‘neutral’ territory over the past 24 hours, while message volume remained at ‘normal’ levels.<a href="https://stocktwits.com/symbol/QGEN">QGEN stock</a> has fallen 15% over the past 12 months.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/crmd-stock-jumps-as-antifungal-drug-clears-key-trial-for-2-billion-preventive-market/cZBNx6bRePY">CRMD Stock Jumps As Antifungal Drug Clears Key Trial For $2B Preventive Market</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the QIAGEN logo is seen displayed on the screen of a smart tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

QGEN Stock Slumps After-Hours On Guidance Cut Tied To Weak TB Test Demand  

Qiagen now expects full-year adjusted and diluted earnings per share of at least $2.43 at the constant exchange rate, compared to its former guidance of $2.50.

Should iShares Russell Mid-Cap ETF (IWR) Be on Your Investing Radar?

<ul class="summary-bullets"><li>Lucid announced that Uber is investing an additional $200 million in the company, increasing its total investment to $500 million.</li><li>The company also stated that PIF affiliate Ayar Third Investment has committed to a new investment of $550 million in new investment in Lucid, bringing the total investments announced today to $750 million.</li><li>Lucid also named Silvio Napoli as its new CEO, after the sudden exit of veteran Peter Rawlinson more than a year ago.</li></ul>Lucid Group Inc. (LCID) shares rallied more than 13% in Tuesday’s pre-market trade before giving up some of the gains after the company named a new CEO and new investments from Uber Technologies Inc. (UBER) and Saudi Arabia’s sovereign wealth fund, Public Investment Fund.Lucid has expanded its partnership with Uber, with the ride-hailing giant increasing its purchase commitment to at least 35,000 Lucid vehicles to be used in Uber’s robotaxi service.If Lucid shares continue the initial momentum when the market opens on Tuesday, it would be the LCID stock’s biggest single-day gain in nearly three months.<h2 class="st-heading-2">Lucid Secures $750M Investment</h2>Lucid announced that Uber is investing an additional $200 million in the company, increasing its total investment to $500 million.The company also stated that PIF affiliate Ayar Third Investment has committed to a new investment of $550 million in Lucid, taking the new total investments announced today to $750 million.Uber has also ramped up its commitment to purchase Lucid vehicles for its robotaxi service by 75%, increasing it to 35,000 units. This is up from the previously announced pledge of over 20,000 vehicles in July 2025.“We continue to deepen our commitments with both Lucid and Nuro because both companies are executing extremely well against our fast-moving shared roadmap. That strong execution keeps us on track to deepen our investment and increase the number of vehicles we plan to deploy,” said Uber CEO Dara Khosrowshahi.He added that Lucid's future Midsize platform creates an even clearer path to stronger unit economics.The company also announced a new $300 million offering of its common stock, expected to close on or about April 15, 2026.<h2 class="st-heading-2">Meet Lucid’s New CEO</h2>Lucid announced that Silvio Napoli will be the company’s new CEO, taking charge of the automaker from veteran Peter Rawlison, who led the company for six years.Napoli has previously led the Schindler Group and will relocate to the U.S. from Switzerland to lead Lucid.Napoli’s appointment comes more than a year after the abrupt exit of Rawlinson, who announced his resignation after the launch of the Lucid Gravity SUV in February 2025.Following Rawlin’s exit, Lucid cautioned that its Midsize platform may either be delayed or that it may not launch at all. However, last month, the company provided more details about the platform, featuring an all-new electric drive unit. The company plans to price it under $50,000, with an aim to target both consumer and business segments.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/LCID">Lucid</a> trended in the ‘bullish’ territory. LCID stock was among the top trending tickers on the platform at the time of writing.One user said Napoli’s appointment&nbsp;was a good move&nbsp;by the Lucid board.<stembedurl>https://stocktwits.com/TradeWell2023/message/650201208</stembedurl>Another user expressed disappointment after Lucid announced the $300 million stock offering.<stembedurl>https://stocktwits.com/Dcullen23/message/650201904</stembedurl><a href="https://stocktwits.com/symbol/LCID">LCID stock</a> is down 13% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/UBER">UBER stock</a> is down 11%. The Vanguard Small-Cap Growth Index Fund ETF (VBK) is up 36% over the past 12 months, while the iShares Russell Mid-Cap ETF (IWR) is up 28%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jamie-dimon-warns-complex-risks-geopolitical-tensions-wars/cZJqc39RIHi">Jamie Dimon Warns Of ‘Complex Set Of Risks’ Amid Geopolitical Tensions And Wars</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Lucid Gravity battery electric mid-size luxury crossover SUV on display during the 2025 Wheels at Mariënwaerdt car show on September 13 in Beesd, The Netherlands.

Lucid Gets A Triple Boost: $750M Capital Infusion, Uber Robotaxi Scale-Up, New CEO

Lucid announced that Uber has increased its commitment to purchase its vehicles for the upcoming robotaxi service from 20,000 vehicles to at least 35,000.

Why LCID Stock Is Rising Today – 3 Catalysts Driving The Move

Noteworthy ETF Inflows: IWR, PWR, BK, MPC

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Russell Mid-Cap ETF (Symbol: IWR) where we have detected an approximate $855.6 million dollar inflow -- that's a 1.8% increase week over week...

<ul class="summary-bullets"><li>The court concluded that Reddit's claims allege extra elements that are qualitatively different from the rights protected by the Copyright Act.</li><li>In June last year, Reddit filed a lawsuit against Anthropic in the San Francisco Superior Court, alleging breach of contract and unjust enrichment.</li><li>Anthropic has been trying to keep the case in Federal Court by arguing that Reddit’s case implicates federal copyright law and thus must remain there.</li></ul>Reddit (<a href="https://stocktwits.com/symbol/RDDT">RDDT</a>) stock jumped&nbsp;nearly 3% on Friday after the U.S. District Court for the Northern District of California, granted Reddit's motion to remand against Anthropic.Motion of remand is a legal request to send the case back to where it was originally removed.&nbsp;According to a ruling posted on its website, the court concluded that Reddit's claims allege extra elements that are qualitatively different from the rights protected by the Copyright Act. “Accordingly, Plaintiff's Motion to Remand is tentatively GRANTED, and this action should be returned to the San Francisco Superior Court,” the filing said.“After reviewing the parties’ briefs, the relevant legal authority and the pleadings, the Court tentatively finds that while Reddit’s content at issue may fall within the broad subject matter of copyright, none of the asserted causes of action against Defendant Anthropic PBC seeks to vindicate rights equivalent to those protected by copyright,” the court added.<h2 class="st-heading-2">Anthropic’s Efforts</h2>Anthropic has been trying to keep the case in Federal Court by arguing that Reddit’s case implicates federal copyright law and thus must remain there.Anthropic last year said that Reddit’s allegation that Anthropic scraped the platform’s user posts to train its large language model is a “quintessential” copyright claim. It said in a court filing that “federal court is the proper forum for Reddit’s claims.”<h2 class="st-heading-2">Reddit’s Claims</h2>Reddit&nbsp;had filed a lawsuit against Anthropic in the San Francisco Superior Court last year in June, alleging a breach of contract, unjust enrichment, tortious interference, and unfair competition. Anthropic had moved the case to Federal Court in July.Reddit has also said that its claims in the lawsuit against Anthropic aren’t completely preempted by U.S. copyright law because each of them contains an extra element that isn’t required for a copyright claim.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around RDDT&nbsp;stock trended in ‘neutral’ territory amid ‘high’ message volume.One user predicted that Reddit would win the case or reach a settlement with Anthropic in view of the AI firm’s potential IPO.<stembedurl>https://stocktwits.com/WoofGangDuck/message/648106266</stembedurl>Shares in the company have fallen 40% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Reddit logo is seen displayed on a smartphone. 

Reddit Stock Up After Receiving ‘Motion To Remand’ Against Anthropic In Scraping Row

U.S. District Court for the Northern District of California said that Reddit’s case against Anthropic should return to the San Francisco Superior Court.

<ul class="summary-bullets"><li>Mizuho lowered the firm's price target on SailPoint to $16 from $20 and kept a ‘Neutral’ rating on the shares.</li><li>Mizuho said SAIL reported "muted" annual recurring revenue upside with an "underwhelming" fiscal 2027 guidance.</li><li>BMO Capital analyst Keith Bachman lowered the firm's price target on SailPoint to $17 from $25.</li></ul>SailPoint (SAIL) shares fell 2%&nbsp;in Wednesday’s&nbsp;extended trading hours after a slew of analysts&nbsp;on Wall Street slashed their price targets on the stock after the company's “underwhelming” revenue projection for its first quarter of 2026.&nbsp;SAIL reported total revenue of $295 million, an increase of 23% year-over-year. Subscription revenue was $281 million, an increase of 25% year-over-year. It was above analyst expectations of $292.7 million, according to Stocktwits&nbsp;data.&nbsp;However, the company projected&nbsp;first-quarter (Q1) FY26 revenue to be in the range of $273 million to $277 million that was below analysts’ estimates of $280.8 million.&nbsp;<h2 class="st-heading-2">Price Cuts</h2>Mizuho lowered the firm's price target on SailPoint to $16 from $20 and kept a ‘Neutral’ rating on the shares. The company reported "muted" annual recurring revenue upside with an "underwhelming" fiscal 2027 guidance, the analyst told investors in a research note. However, the firm believes SailPoint's AI identity is off to a solid start, the note said, as per TheFly.&nbsp;TD Cowen lowered the firm's price target on SailPoint to $19 from $25 and kept a ‘Buy’ rating on the shares. The firm said that given broader market contraction, it has cut its price target on SailPoint despite "solid" Q4 results highlighted by 38% SaaS annual run-rate growth, 28% overall ARR growth, and solid but conservative guidance.BMO Capital analyst Keith Bachman lowered the firm's price target on SailPoint to $17 from $25 and kept an ‘Outperform’ rating on the shares. Barclays analyst Saket Kalia also lowered the firm's price target on SailPoint to $16 from $20.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around SAIL stock trended in&nbsp;the ‘extremely bullish’ territory amid ‘extremely high’ message volume.Shares in the company have fallen almost 40% year to date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Mizuho lowered the firm's price target on SailPoint to $16 from $20 and kept a ‘Neutral’ rating on SailPoint, per TheFly.

SailPoint Disappoints Wall Street With Its Downbeat Q1’26 Revenue Projection

 SAIL projected Q1 FY26 revenue to be in the range of $273 million to $277 million that was below analysts’ estimates of $280.8 million. 

<ul class="summary-bullets"><li>The&nbsp;airline&nbsp;company has&nbsp;been pressured by rising fuel costs&nbsp;since the start of the&nbsp;U.S.&nbsp;and Israel's war with Iran.</li><li>Scott Kirby said United Airlines is succeeding in navigating higher fuel prices.&nbsp;</li><li>Kirby said the airline has cut a point of capacity reductions for the months of June and May and plans to extend it as well.&nbsp;</li></ul>Shares of United Airlines (UAL) rose on Tuesday after its chief executive officer&nbsp;made optimistic remarks&nbsp;about the airline's revenue growth during a JPMorgan Industrials Conference.&nbsp;Shares of UAL jumped 4.5% at the time of writing.&nbsp;<h2 class="st-heading-2">Strong Revenue For UAL&nbsp;</h2>“The revenue environment is really strong. By the way, we have a goal this year to fully offset the increase in fuel prices, which is about $4.6 billion at the moment for revenue to fully offset,” Scott Kirby, CEO of United Airlines said in the conference.&nbsp;The&nbsp;airline&nbsp;company has&nbsp;been pressured by rising fuel costs&nbsp;since the start of the&nbsp;U.S.&nbsp;and Israel's war with Iran that&nbsp;has led to an increase in crude oil prices across the globe. Iran has effectively blocked the critical oil supply route of&nbsp;the Strait of Hormuz.&nbsp;Kirby also said that the airline has about a $400 million headwind in the quarter related to higher fuel prices. “That's consistent with what you've heard from our peers. So it shouldn't be a big surprise. And we're having a lot of success passing through price,” he added.&nbsp;<h2 class="st-heading-2">Cut Capacity</h2>Kirby said the airline has cut a point of capacity reductions for the months of&nbsp;May and&nbsp;June, and plans to extend it&nbsp;“I'd much rather and proactively at the near term, at least, mostly means cutting capacity and eliminating marginal flying. I'd much rather make the mistake of leaving a couple of months worth of demand on the table, because we cut more, and then you can get it back, as opposed to making the mistake of oil prices stay higher and longer and you're flying flights that lose cash. So we already last Friday loaded about a point of capacity reductions for May and June,” Kirby said.&nbsp;<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around UAL trended in ‘Neutral’ territory amid ‘normal’ message volume.&nbsp;UAL&nbsp;shares have fallen 17% in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Hollywood Burbank Airport air traffic control tower stands (R) beyond a parked United Airlines plane on October 6, 2025 in Burbank, California. 

UAL Stock Rises After CEO Scott Kirby Reaffirms Strong Revenue Despite Fuel Price Surge

United Airlines’ CEO said that the airline has about a $400 million headwind in the quarter related to higher fuel prices.

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