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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is experiencing a massive rally following reports of a potential partnership with Novo Nordisk to distribute its blockbuster obesity drugs through its telehealth platform, a dramatic shift that has the community buzzing about a major short squeeze and a completely new outlook for the stock. This comes despite a recent legal battle between the two companies, with many speculating on the confirmed details and future upside.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is trending amid escalating Middle East conflict and the effective closure of the Strait of Hormuz, causing production cuts and sparking community debate on whether strategic reserve releases can counter the strong bullish sentiment for oil prices.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as escalating US actions against Iran, including military strikes and the appointment of a new supreme leader, trigger a sharp rise in oil prices beyond $100 a barrel, igniting intense community debate over potential market instability and the broader economic impact.

Indonesia Energy Corp. Ltd. operates as an oil and gas, exploration, and production company. It engages in oil and gas assets portfolio with a mix between medium-sized producing blocks and exploration blocks with significant resources. Its portfolio includes Kruh, Citarum, and Rangkas Area. The company was founded by James J. Huang and Wirawan Jusuf in 2014 and is headquartered in Jakarta, Indonesia.

Indonesia Energy Corp Ltd

Indonesia Energy Corp Ltd (INDO) is trending as escalating Middle East tensions and concerns over oil supply in the Strait of Hormuz send crude prices sharply higher, with the community actively discussing the potential for a significant short squeeze and a multi-day rally for the oil exploration company.

ProShares Trust - ProShares UltraShort Bloomberg Crude Oil -2x Shares

ProShares UltraShort Bloomberg Crude Oil

SCO, a 2x inverse crude oil ETF, is heavily discussed as traders position for an anticipated reversal in soaring oil prices, which are currently elevated due to Middle East tensions, with many employing dollar-cost averaging strategies amidst concerns over volatility and the ETF's performance.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is trending amid heavy selling pressure, exacerbated by insider sales and a lowered analyst target, leading to a sharp community divide between those calling it a falling knife and those accumulating shares based on its long-term potential to power AI data centers, particularly following its Meta partnership.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is gripped by extreme volatility amid escalating geopolitical tensions in the Middle East driving oil prices higher, with the community fiercely debating market resilience against potential G7 strategic oil reserve releases and the implications for a "rigged" market after overnight reversals.

Xenon Pharmaceuticals, Inc. is a clinical stage biopharmaceutical company. It develops therapeutics to improve the lives of patients with neurological disorders, including rare central nervous system (CNS) conditions. The company's products include XEN496, XEN1101, XEN901 and XEN007. Xenon Pharmaceuticals was founded by Simon Neil Pimstone, Johannes J. P. Kastelein and Michael R. Hayden on November 5, 1996 and is headquartered in Burnaby, Canada.

Xenon Pharmaceuticals Inc

Positive topline data from Xenon Pharmaceuticals' Phase 3 X-TOLE2 study of azetukalner in Focal Onset Seizures is driving significant conversation, with the community highly anticipating its potential as a differentiated, best-in-class epilepsy treatment. Analysts are emphasizing the substantial market opportunity for this novel Kv7 activator, given its promising efficacy and safety profile.

Korn Ferry is a global organizational consulting firm, which engages in synchronizing its clients' strategy, operations, and talent to drive superior business performance. It operates through the following segments: Consulting, Digital, Executive Search North America, Executive Search EMEA, Executive Search Asia Pacific, Executive Search Latin America, and RPO and Professional Search. The Consulting segment aligns organization structure, culture, performance, and people to drive sustainable growth by addressing four fundamental needs, which include Organizational Strategy, Assessment and Succession, Leadership and Professional Development, and Total Rewards. The Digital segment leverages an artificial intelligence powered, machine-learning platform to identify the best structures, roles, capabilities, and behaviors needed to drive business forward. The Executive Search segment helps organizations recruit board level, chief executive, and other senior executive and general management talent. The RPO and Professional Search segment combines people, process expertise and IP-enabled technology to deliver enterprise talent acquisition solutions to clients. The company was founded by Richard M. Ferry on November 14, 1969 and is headquartered in Los Angeles, CA.

Korn Ferry

Korn Ferry is trending after its recent Q3 FY'26 earnings report revealed notable year-over-year growth in both GAAP EPS and revenue, alongside an optimistic outlook for Q4 FY'26. The community is highlighting the human capital solutions firm's diversified model and strong performance as key discussion points.

ARS Pharmaceuticals, Inc. is a biopharmaceutical company, which focuses on the development of a novel, potentially first-in-class product candidate, neffy, for the emergency treatment of Type I allergic reactions including anaphylaxis. Its product includes Epinephrine Nasal Spray. The company was founded by Richard Lowenthal, Robert Bell, and Sarina Tanimoto on August 5, 2015 and is headquartered in San Diego, CA.

ARS Pharmaceuticals Inc

ARS Pharmaceuticals is trending following Q4 earnings that highlight strong first-year revenue for its Neffy nasal spray and a robust balance sheet, fueling community speculation around a potential short squeeze, especially as a competitor faces regulatory delays.

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Airline ETFs on the Radar Amid Intensifying US-Iran Feud

JETS and other airline ETFs draw scrutiny as US-Iran strikes disrupt 21,300 flights, rattle carrier shares.

Uber Slumps Over 5% on Tepid Outlook: ETFs in Focus 

Uber beats revenue estimates in Q4, but softer profit guidance pressures shares. Delivery growth remains strong. 

<ul class="summary-bullets"><li>In Q4, the San Francisco‑based company saw trips completed on its platforms rise by about 22% YoY to approximately 3.8 billion.</li><li>Uber ended the quarter with unrestricted cash, short‑term securities, and equivalents totaling $7.6 billion.</li><li>Looking ahead, Uber forecasts Q1 adjusted EPS in the range of $0.65 to $0.72.&nbsp;</li></ul>Uber Technologies, Inc. (UBER) posted strong financial results for the fourth quarter (Q4), reporting strong demand across its ride‑hailing and delivery platforms.&nbsp;Revenue reached $14.4 billion, up 20% year-on-year (YoY) and adjusted earnings per share (EPS) was $0.71. While revenue exceeded the analysts consensus estimate of $14.3 billion, EPS came in below the estimate of $0.78, according to Fiscal AI data.&nbsp;Following the earnings release,&nbsp;<a href="https://stocktwits.com/symbol/UBER">Uber stock</a> traded over 8% lower in Wednesday’s premarket.&nbsp;However, on Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Uber Demand Remains Strong: Trips, Gross Bookings Hit Record</h2>During the three months ended Dec. 31, 2025, the San Francisco‑based company saw trips completed on its platforms rise by about 22% YoY to approximately 3.8 billion. Gross Bookings, which measure the total value of transactions across its services, climbed 22% YoY to $54.1 billion.Uber ended the quarter with unrestricted cash, short‑term securities, and equivalents totaling $7.6 billion. Operating cash flow was $2.9 billion with a free cash flow of $2.8 billion.<blockquote>“Uber accelerated into another record-breaking quarter, with more than 200 million monthly users completing more than 40 million trips every day—our largest and most engaged consumer base ever.”- Dara Khosrowshahi, CEO, Uber&nbsp;</blockquote><h2 class="st-heading-2">Uber’s Q1 2026 Outlook&nbsp;</h2>Looking ahead, Uber projected that first‑quarter (Q1) 2026 gross bookings would fall between $52 billion and $53.5 billion. The company also forecast adjusted EPS in the range of $0.65 to $0.72.&nbsp;“We enter 2026 with a rapidly growing topline, significant cash flow, and a clear path to becoming the largest facilitator of AV trips in the world,” Khosrowshahi added.&nbsp;UBER stock has gained over 11% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-tv-itunes-outage-services-disruption-aapl/cZbS6LFR4Zo">Apple Reports Temporary Outage Across Apple TV, iTunes Services</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Uber Technologies Inc logo is seen displayed on a smartphone screen. 

UBER Stock Slides After Earnings: EPS Miss Overshadows Strong Revenue Growth

Uber’s fourth-quarter adjusted earnings per share (EPS) of $0.71 came in below the analysts' consensus estimate of $0.78.

Uber’s Q4 Shows Demand Strength, But Profit Expectations Trip The Stock

Equity

<ul class="summary-bullets"><li>UPS' FY 2025 revenue came in at $88.7 billion, above estimates of $87.95 billion, according to Fiscal.ai data.</li><li>UPS’ Q4 revenue came in at $24.5 billion, above Wall Street’s estimates of $24 billion</li><li>CFO Brian Dykes said the company expects to reduce total operational hours by about 25 million.</li></ul>United Parcel Service (UPS) shares jumped nearly 4% in pre-market trading on Tuesday after the company delivered better-than-expected fourth-quarter and full-year 2025 results, issued an upbeat outlook for 2026,&nbsp;and announced 30,000 job cuts this year.&nbsp;The stock gave up some of its early gains after the opening bell and was up 2.5% at the time of writing.The package delivery giant forecast 2026 revenue of about $89.7 billion, and guided for a non-GAAP adjusted operating margin of 9.6%. FY 2025 revenue came in at $88.7 billion, above estimates of $87.95 billion, according to Fiscal.ai data.UPS’ Q4 revenue came in at $24.5 billion, above Wall Street’s estimates of $24 billion, while adjusted earnings per share were $2.38, compared to analysts’ estimates of $2.1.“Looking ahead, upon completion of the Amazon glide-down, 2026 will be an inflection point in the execution of our strategy to deliver growth and sustained margin expansion,” said Carol Tomé, UPS chief executive officer.<h2 class="st-heading-2">Job Cuts</h2>United Parcel Service plans to cut an additional 30,000 jobs this year as it winds down its partnership with Amazon. CFO Brian Dykes said the company expects to reduce total operational hours by about 25 million.“Looking at the variable costs associated with the Amazon volume decline, in 2026, we plan to reduce total operational hours by approximately 25 million hours. In terms of semi-variable costs, we expect to reduce operational positions by up to 30,000. This will be accomplished through attrition, and we expect to offer a second voluntary separation program for full-time drivers,” Dykes said in a call with analysts.UPS said in January last year it would speed up cuts to millions of low-margin Amazon deliveries, calling the business highly dilutive to margins. In 2025, the company cut 48,000 jobs, offered driver buyouts, and shut down operations at 93 facilities as Amazon volumes declined.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment on Stocktwits flipped to 'extremely bullish' from 'neutral' a day earlier, amid 'extremely high' message volumes.&nbsp;<img src="https://news.stocktwits-cdn.com/UPS_jpg_06d008dbf2.webp" alt="UPS.jpg">One bullish user expects <a href="https://stocktwits.com/symbol/UPS">UPS stock</a> to climb to $150.<stembedurl>https://stocktwits.com/JasonRKT/message/642991628</stembedurl>The stock has declined 17% over the past year but is up more than 11% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A UPS truck is parked as a driver makes a delivery on January 30, 2024 in Miami Beach, Florida. 

UPS Announces 30,000 Job Cuts This Year – CEO Calls 2026 An Inflection Year After Amazon Pullback 

The package delivery giant forecast 2026 revenue of about $89.7 billion, and guided for a non-GAAP adjusted operating margin of 9.6%.

Q4 Earnings Approaching: Sector ETFs Under Pressure 

Q4 earnings are near for some sectors facing pressure. Autos, Transportation and Staples ETFs CARZ, IYT, XLP look vulnerable.

<ul class="summary-bullets"><li>The airline operator stated that its fourth-quarter (Q4) revenue growth was affected by the government shutdown.&nbsp;</li><li>Delta projects 2026 earnings per share growth of 20% YoY to between $6.50 and $7.50.&nbsp;</li><li>Delta sees first-quarter 2026 total revenue growth of 5-7% and earnings per share between $0.50 and $0.90.</li></ul>Delta Air Lines (DAL) stock tumbled over 6% on Tuesday after a&nbsp;disappointing 2026 profit guidance that overshadowed a slight beat in its fourth-quarter earnings.The airline operator also stated that its fourth-quarter (Q4) revenue growth was affected by the government shutdown as&nbsp;the U.S. aviation regulator ordered a 10% reduction in air traffic to reduce pressure and ensure safety.<h2 class="st-heading-2">Financial Performance And Outlook</h2>In the fourth-quarter, Delta recorded $16.0 billion in operating revenue and earnings per share (EPS) of $1.86. Both revenue and EPS exceeded the analysts’ consensus estimate of $15.7 billion and $1.71, respectively, according to Fiscal AI data.&nbsp;The company said Q4 revenue grew 1.2% year-over-year (YoY) despite a temporary government shutdown impacting domestic operations. Delta projected a 2026 earnings per share growth of 20% YoY to between $6.50 and $7.50.&nbsp;Delta sees first-quarter 2026 total revenue growth of 5-7% and earnings per share between $0.50 and $0.90."2026 is off to a strong start with top-line growth accelerating on consumer and corporate demand. For the full year, we expect to deliver margin expansion and earnings growth of 20 percent year-over-year."-Ed Bastian, CEO, Delta Air Lines<h2 class="st-heading-2">Fleet Expansion&nbsp;</h2>Additionally, Delta announced that it has reached an agreement with Boeing (BA) to acquire 30 787-10 widebody aircraft, with options for an additional 30 planes.Deliveries are expected to start in 2031. The new aircraft promises improved fuel efficiency, cost advantages, and extended long-haul capabilities.&nbsp;"Delta is building the fleet for the future, enhancing the customer experience, driving operational improvements and providing steady replacements for less efficient, older aircraft in the decade to come," added Ed Bastian.&nbsp;Commenting on the deal, CNBC’s Jim Cramer said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2011039345009140019">post</a> on X that Delta’s large aircraft order represents a major win with high profit potential.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_13_072344_png_7883f7e022.webp" alt="Screenshot 2026-01-13 072344.png" width="595" height="227"></figure><h2 class="st-heading-2">What’s The Retail Mood On Stocktwits?</h2>On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/DAL">Delta stock</a> changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume also shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_13_073843_png_6882a4eb3e.webp" alt="DAL’s Sentiment Meter and Message Volume as of 07:40 a.m. ET on Jan. 13, 2026 | Source: Stocktwits" width="932" height="99"><figcaption>DAL’s Sentiment Meter and Message Volume as of 07:40 a.m. ET on Jan. 13, 2026 | Source: Stocktwits</figcaption></figure>DAL stock has gained over 9% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/what-is-driving-intel-latest-rally-a-fresh-bull-case-from-key-banc/cmUX5XvR44F">What’s Driving Intel’s Latest Rally? A Fresh Bull Case From KeyBanc</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Delta Airlines plane sits on the tarmac at the Austin-Bergstrom International Airport.

Delta Air Lines Stock Tumbles Despite Q4 Earnings Beat – Even A Boeing Order Failed To Lift Confidence 

In the fourth-quarter, Delta recorded $16.0 billion in operating revenue and earnings per share (EPS) of $1.86, both exceeding analysts’ consensus estimates. 

DAL Stock Tumbles Pre-Market Despite Q4 Beat, Boeing Order: What Spooked Investors?

In the fourth-quarter, Delta recorded $16.0 billion in operating revenue and earnings per share (EPS) of $1.86, both exceeding analysts’ consensus estimates. 


Should You Invest in the iShares U.S. Transportation ETF (IYT)?

Transportation ETFs Move Into Top Gear With AI in the Driving Seat

Transportation ETFs like HAIL capture attention as AI-driven logistics, automation and smart mobility fuel a stronger run for the transportation sector. 

CSX Corp. (CSX) shares climbed 2.25% in Thursday’s extended trading after the rail-based freight transportation company reported a third-quarter earnings beat, sending retail sentiment soaring.Jacksonville, Florida-based CSX reported adjusted earnings per share (EPS) of $0.44, exceeding the Fiscal.ai-compiled consensus by a penny.&nbsp;CEO Steve Angel said, “This quarter’s operational performance reflects the dedication of our workforce and our commitment to running the best railroad in North America.” “Looking ahead, CSX is well-positioned to build on this momentum to deliver long-term profitable growth and create value for our shareholders.” The third-quarter print marked the first quarterly report under Angel, who assumed reins in late September.Revenue fell 1% year-over-year (Y-o-Y) to $3.587 billion, aligning with the consensus estimate, despite a 1% increase in volume. Lower export coal prices and volume decline in merchandise partially offset the higher other revenue, higher merchandise pricing and intermodal volume growth.Transportation sector peer J.B. Hunt Transportation (JBHT), which competes and partners with CSX in the intermodal freight market, announced <a href="https://stocktwits.com/news-articles/markets/equity/why-did-jb-hunt-stock-pop-over-12-after-hours/ch6YY5UR3Vf">forecast-beating results</a> late Wednesday,&nbsp; inviting a raft of upward price target adjustments by Wall Street analysts. Its stock rallied over 22% in Thursday’s session.Retail Relishes Q3 PrintOn Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/CSX">CSX stock</a> turned ‘extremely bullish’ as of late Thursday from ‘bullish’ the day before. The message volume on the stream increased notably to ‘high’ levels. Retail chatter rose 900% in the 24 hours leading up to late Thursday.A bullish watcher braced for a JBHT-like stock move for CSX on Friday. The user predicted a $40 price for the stock, which ended Thursday’s session down 0.69% at $35.99.<stembedurl>https://stocktwits.com/Dieseld28/message/632675152</stembedurl><stembedurl>https://stocktwits.com/Dieseld28/message/632648786</stembedurl>CSX Stock Outperforms&nbsp;CSX stock has gained 13% this year, outperforming the&nbsp;<a href="https://stocktwits.com/symbol/IYT">iShares Transportation Average (IYT),</a> which is up a more modest 5.8%. According to Koyfin, the average analysts’ price target for CSX is $38.60, implying over 7% upside from Thursday’s close.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-close-to-securing-30-billion-for-louisiana-ai-data-center/ch6rH7dR3FJ">Meta Stock In Focus: Social Media Giant Reportedly Eyes $30B Mega Financing Deal To Power Massive Louisiana AI Data Center</a>

 A CSX locomotive is seen in Orlando. A pay dispute between rail workers and unions threatens a nationwide freight rail strike as early as September 16, 2022. 

Why CSX Stock Rose Over 2% In After-Hours Trading 

Third-quarter revenue fell 1% year-over-year (Y-o-Y) to $3.587 billion, aligning with the consensus estimate, despite a 1% increase in volume.

Q3 Earnings Approaching: Sector ETFs to Win/Lose

Q3 earnings season kicks off with PEP and DAL -- sector ETFs like ITA, XLK, and XLF may gain, while CARZ, PKB and IYT could lag.

IYT
BlackRock Institutional Trust Company N.A. - iShares U.S. Transportation ETF

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