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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending due to a mix of earnings results and news of Michael Burry's significant short position against the stock, sparking debates about valuation and future growth potential. Community discussions revolve around whether the company is overvalued, with some defending its AI capabilities and government contracts, while others point to its high P/E ratio and the potential impact of Burry's bet.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending amid discussions about its recent earnings and the impact of COVID-era data on trial results for PMO therapies; while some express concern over missed statistical significance, others highlight the revenue beat and potential for Elevidys to replace older treatments. The community is debating the likelihood of FDA action on PMO drugs and the company's overall valuation in light of recent events, with some suggesting a buyout opportunity.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is trending amid concerns of an AI bubble burst and potential market correction, fueled by overnight futures drops. Community chatter highlights skepticism towards the sustainability of the tech-led rally, with some bracing for a significant pullback. Traders are closely watching key support levels and debating whether this is a buying opportunity or the start of a deeper downturn.

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 is trending amid mixed sentiment heading into earnings, with discussions around a potential deal with Novo Nordisk for weight-loss drugs like Wegovy. The community is closely watching subscriber growth and margin expansion, while analysts debate the impact of increased competition and past concerns regarding GLP-1s. Some traders are betting on a post-earnings squeeze, while others point to technical indicators suggesting further downside.

Internet Computer (IC) is the world’s first blockchain that is capable of running at web speed at unrestrictive capacities. Built by the DFINITY Foundation, IC aims to recreate the web by supporting smart contract development at scale and changing the way people can interact using web services. Internet Computer aims to extend the public internet, so that it can be the world’s computing platform, in a decentralized manner. Internet Computer sets to revolutionalize the design of the crypto economy, with an aim to overhaul traditional software services.   The project was founded in October 2016 by Dominic WIllams and have raised a total of $121 million from investors such as Adreessen Horowitz, Polychain Capital, Multicoin Capital and such. On May 10, 2021, DFINITY launched the Internet Computer into the public domain, marking it a major milestone for ICP as it means the internet now functions as a decentralised global computer. This is marked by the release of all of the Internet Computer’s source code into the public domain, as well as ICP utility token that allows tens of thousands of community members to govern the Internet Computer network.  ICP is Internet Computer's native token. It plays three prominent roles:  1. Network Governance: Users that participate in the governance will be rewarded with ICPI 2. Production of Cycles for Compute: ICP can be converted into cycles where it is used as the transaction fee to access the network. Cycles are burned after used. 3. Rewarding Users: ICP is used as the rewards to incentivize users to participate in the network such as securing the network.

Internet Computer

Internet Computer (ICP) is trending amid community discussion around its recent price movements and potential. Some traders highlight its relative strength as Bitcoin and other cryptos decline, while others remain skeptical, citing its past performance. Discussions include its technology, future potential, and the impact of upcoming announcements.

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

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

META is trending due to a post-earnings selloff, with the community debating whether the drop is an overreaction or a sign of deeper issues related to AI spending and future profitability. Sentiment is mixed, ranging from calls to buy the dip to concerns about technicals and potential further declines. Some traders are pointing to historical patterns and oversold conditions as potential catalysts for a bounce.

Zcash is a decentralized and open-source cryptocurrency that offers privacy and selective transparency of transactions. Zcash payments are published on a public blockchain, but the sender, recipient, and amount of a transaction remain private.  Zcash is based on peer-reviewed cryptographic research, and built by a security-specialized engineering team on an open source platform based on Bitcoin Core's battle-tested codebase. Our improvement over Bitcoin is the addition of privacy. Zcash uses advanced cryptographic techniques, namely zero-knowledge proofs, to guarantee the validity of transactions without revealing additional information about them.  How Zcash works  Zcash encrypts the contents of shielded transactions. Since the payment information is encrypted, the protocol uses a novel cryptographic method to verify their validity.  Zcash uses a zero-knowledge proof construction called a zk-SNARK, developed by our team of experienced cryptographers based on recent breakthroughs in cryptography. These constructions allow the network to maintain a secure ledger of balances without disclosing the parties or amounts involved. Instead of publicly demonstrating spend-authority and transaction values, the transaction metadata is encrypted and zk-SNARKs are used to prove that nobody is cheating or stealing.  Zcash also enables users to send public payments which work similarly to Bitcoin. With the support for both shielded and transparent addresses, users can choose to send Zcash privately or publicly. Zcash payments sent from a shielded address to a transparent address reveal the received balance, while payments from a transparent address to a shielded address protect the receiving value.   Check out CoinBureau for guide on What is ZCash.

Zcash

Zcash is trending as traders discuss its potential as 'the better Bitcoin' due to its privacy features and limited supply, with some community members speculating about a short squeeze and a rapid price surge to $1,000.  The conversation also highlights ZEC as a hedge against Bitcoin's volatility, with some suggesting a rotation from BTC into ZEC.  Mentions of its upcoming anniversary and bullish technical indicators add to the current hype.

Grab Holdings Ltd. engages in the provision of millions of people each day to access its driver- and merchant-partners to order food or groceries, send packages, hail a ride or taxi, pay for online purchases or access services such as lending, insurance, wealth management and telemedicine, all through a single “everyday everything” app. The firm operates in food deliveries and mobility and by TPV in the e-wallets segment of financial services in Southeast Asia. It operates across the deliveries, mobility and digital financial services sectors in eight countries namely: Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand and Vietnam. The company was founded by Anthony Tan Ping Yeow and Tan Hooi Ling in 2012 and is headquartered in Singapore.

Grab Holdings Limited - Ordinary Shares - Class A

Grab Holdings Limited

Grab ($GRAB) is trending due to increased retail investor buzz after the company raised its earnings forecast.  The community is discussing its impressive On-Demand GMV growth and raised full-year revenue guidance.  Some see Grab as an emerging fintech opportunity and a dominant player in the Southeast Asian market.

Ethereum is a global, open-source platform for decentralized applications. In other words, the vision is to create a world computer that anyone can build applications in a decentralized manner; while all states and data are distributed and publicly accessible. Ethereum supports smart contracts in which developers can write code in order to program digital value. Examples of decentralized apps (dapps) that are built on Ethereum includes tokens, non-fungible tokens, decentralized finance apps, lending protocol, decentralized exchanges, and much more.  On Ethereum, all transactions and smart contract executions require a small fee to be paid. This fee is called Gas. In technical terms, Gas refers to the unit of measure on the amount of computational effort required to execute an operation or a smart contract. The more complex the execution operation is, the more gas is required to fulfill that operation. Gas fees are paid entirely in Ether (ETH), which is the native coin of the blockchain. The price of gas can fluctuate from time to time depending on the network demand.

Ethereum

Ethereum is trending downwards as the crypto market experiences a significant pullback, leading to discussions about potential liquidations and the strength of support levels. Community sentiment is mixed, with some expressing fear and frustration while others see this as a buying opportunity. Amidst the broader market uncertainty, the conversation also includes the potential impact of external factors like government shutdowns and macroeconomic trends.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

QURE is trending due to an unexpected FDA stance on its Huntington's disease therapy, AMT-130, causing a sharp price decline. The community is debating the implications of the FDA's shift, potential for a rebound, and whether this signals broader challenges for biotech investments. Despite the uncertainty, some investors are betting on a bounce and highlighting the unmet need for Huntington's treatments.

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KKR & Co. Set to Announce Q3 Earnings: Here's What You Should Know

KKR is set to report Q3 results on Nov. 7, with earnings and revenues expected to decline amid AUM and deal profits rising.

<ul class="summary-bullets"><li>KDP confirmed a $7 billion strategic investment package co-led by Apollo Global Management and KKR.</li><li>The funding is expected to reduce net leverage to about 4.6 times at closing in the first half of 2026.&nbsp;</li><li>The $7 billion investment includes a $4 billion manufacturing joint venture and a $3 billion convertible preferred stock deal.</li></ul>Keurig Dr Pepper Inc. (KDP) on Monday unveiled new strategic, financial, and leadership details surrounding its planned acquisition of JDE Peet’s and its subsequent split into two standalone businesses.&nbsp;KDP confirmed a $7 billion strategic investment package co-led by Apollo Global Management Inc. (APO) and KKR &amp; Co. Inc.(KKR), aimed at lowering the company’s projected debt load and strengthening its balance sheet.&nbsp;The new financing structure, which supports the JDE Peet’s acquisition, is expected to reduce net leverage to about 4.6 times at closing in the first half of 2026.&nbsp;Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/KDP">Keurig Dr Pepper stock&nbsp;</a>traded over 8% higher in Monday’s premarket. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from’bearish’ territory the previous day. Message volume improved to ‘high’ from ‘low’ levels in 24 hours.&nbsp;The company detailed two major components of the investment plan. The first is a $4 billion joint venture, called the “Pod Manufacturing JV”, co-led by Apollo and KKR with participation from Goldman Sachs Alternatives. This venture will oversee K-Cup and single-serve pod manufacturing, with KDP retaining majority ownership and operational control.The second element includes a $3 billion convertible preferred stock investment in KDP and its forthcoming Beverage Co. subsidiary, carrying a 4.75% annual dividend rate and a conversion premium of 41% over the 20-day trading average ending on October 24.<h2 class="st-heading-2">Capital Structure And Leadership Changes</h2>KDP said both future entities, Global Coffee Co. and Beverage Co., will maintain investment-grade balance sheets, targeting leverage ratios of roughly 3.5–4.0x and 3.75–4.25x, respectively.&nbsp;Consumer goods executive Brian Driscoll will be nominated to KDP’s Board of Directors. At the same time, Tim Cofer will continue as CEO until the separation is finalized, after which he will lead Beverage Co.&nbsp;Keurig Dr Pepper stock has lost over 19% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pro-petro-stock-surged-18-pre-market-today-what-s-powering-the-rally/cLG04obR3MZ">ProPetro Stock Surged 18% Pre-Market Today: What’s Powering The Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Keurig Dr Pepper logo is seen displayed on a smartphone screen. 

Keurig Dr Pepper Reveals $7 Billion Financing Plan For JDE Peet’s Deal

KDP confirmed a $7 billion strategic investment package co-led by Apollo Global Management and KKR.

Equity

KDP Discusses Strategy, Leadership and Financing for Upcoming Transformational Transactions

KDP Discusses Strategy, Leadership and Financing for Upcoming Transformational Transactions KDP Discusses Strategy, Leadership and Financing for Upcoming Transformational Transactions PR Newswire...

KKR & Co. Inc. Announces Time Change for its Conference Call to Discuss Third Quarter 2025 Results

KKR & Co. Inc. (NYSE: KKR) announced today that it has changed the time of its third quarter 2025 earnings conference call and webcast. The conference call will now be held on Friday, November 7...

JHG vs. KKR: Which Stock Is the Better Value Option?

KKR Completes Acquisition of OSTTRA From S&P Global and CME Group

KKR, a leading global investment firm, today announced that investment funds managed by KKR have completed the acquisition of OSTTRA, a leading provider of post-trade solutions for the global OTC...

FSK Announces Earnings Release and Conference Call Schedule for Third Quarter 2025; Declares Fourth Quarter 2025 Distribution of $0.70 per share

FSK Announces Earnings Release and Conference Call Schedule for Third Quarter 2025; Declares Fourth Quarter 2025 Distribution of $0.70 per share FSK Announces Earnings Release and Conference Call...

JHG or KKR: Which Is the Better Value Stock Right Now?

French energy major TotalEnergies (TTE) said on Monday that it will sell half of its entire North American solar portfolio to private equity firm KKR &amp; Co for $950 million.The transaction encompasses six utility-scale solar assets with a combined capacity of 1.3 gigawatt (GW) and 41 distributed generation assets totaling 140 megawatt (MW), primarily located in the U.S. Total will retain the remaining stake and continue to operate it after the closing of the deal. The deal values the portfolio at an enterprise value of $1.25 billion.The move aligns with Total’s pledge to divest up to 50% of its renewable assets once they reach their commercial operation date and are de-risked. Last year, it sold half of its stake in a giant offshore wind farm in the UK.“Aligned with our strategy, this transaction unlocks value from newly commissioned assets and further strengthens the profitability of our Integrated Power business,” Stéphane Michel, President of Gas, Renewables &amp; Power at TotalEnergies, said in a statement. At the same time, KKR dubbed the assets as ‘high quality’ with long-term contracts.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/TTE">TotalEnergies</a> was in the ‘neutral’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:786/98;" src="https://news.stocktwits-cdn.com/TTE_Sept_29_JPG_f07b062848.webp" alt="TTE’s Sentiment Meter and Message Volume as of 03:37 a.m. ET on Sept. 29, 2025 | Source: Stocktwits" width="786" height="98"><figcaption>TTE’s Sentiment Meter and Message Volume as of 03:37 a.m. ET on Sept. 29, 2025 | Source: Stocktwits</figcaption></figure>The deal will help it pay down its debt, which soared to $26 billion as of June 30. The company has also pledged to slow share buybacks in 2026, citing economic conditions and the volatility in oil prices.Separately, Total said it plans to acquire a 49% interest in natural gas-producing assets owned and operated by Continental Resources in the Anadarko Basin, Oklahoma. Total, the third-largest player in the liquefied natural gas industry globally, stated that the assets could enable the company to produce 150 million cubic feet per day of natural gas.The acquisition follows two additional deals the company closed in the Eagle Ford Basin in the U.S., amid soaring demand for LNG in the country. The administration of President Donald Trump has encouraged more drilling and eased restrictions on the fossil fuel industry while curbing renewable energy projects.TotalEnergies' U.S. shares have gained 14.8% this year.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/honeywell-stock-flirts-with-death-cross-zone/chDMMs4R37l">Honeywell Stock Flirts With ‘Death Cross’ Zone — Retail Traders Remain Bearish</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The brand logo of the energy company TotalEnergies SE can be seen at a filling station of the company near Prunelli-di-Fiumorbo on the island of Corsica.

TotalEnergies To Sell Half Of North America Solar Portfolio To KKR For $950M, Boosts US Natgas Assets

Total will retain the remaining stake and continue to operate it after the closing of the deal.

Sempra Energy (SRE) announced on Tuesday that it has agreed to sell a 45% stake in its Sempra Infrastructure Partners unit to affiliates of KKR (KKR) and the Canada Pension Plan Investment Board.&nbsp;<a href="http://stocktwits.com/symbol/SRE">Sempra’s stock</a> gained as much as 3.7% in pre-market trade. However, retail sentiment on Stocktwits remained in ‘neutral’ territory amid ‘high’ levels of chatter over the past day. Meanwhile,&nbsp;<a href="http://stocktwits.com/symbol/KKR">KKR’s stock</a> edged 0.2% lower, with retail sentiment on Stocktwits in ‘bearish’ territory amid ‘high’ levels of chatter.The sale of the Sempra Infrastructure Partners interest will help strengthen Sempra’s credit profile and improve its business mix “with a goal of approximately 95% earnings from regulated US utilities,” and it eliminates the need for previously announced equity issuances, the company said.&nbsp;The deal values Sempra Infrastructure Partners at an implied equity value of $22.2 billion and an enterprise value of $31.7 billion, with total proceeds of roughly $10 billion. Under the transaction terms, Sempra is expected to receive 47% of the cash at closing, 41% by the end of 2027, and the remaining balance about seven years after the deal closes.&nbsp;The company stated that this schedule enables it to “generate attractive post-closing interest income as it efficiently reinvests proceeds over time in capital expenditures at its U.S. utilities.”The company expects the deal to close in the second or third quarter of 2026. Upon completion, the KKR-led consortium will hold a majority 65% equity stake in Sempra Infrastructure Partners. Sempra will retain a 25% interest, while the Abu Dhabi Investment Authority maintains its existing 10% stake."The transactions announced today further Sempra's corporate strategy by advancing the company's capital recycling program and transition to a leading U.S. utility growth business," said Sempra CEO Jeffrey W. Martin.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/xrp-tops-altcoins-as-crypto-markets-stabilize-after-1-68-billion-futures-liquidation/chDhM3ZR353">XRP Tops Altcoins As Crypto Markets Stabilize After $1.68 Billion Futures Liquidation</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

General view of the Sempra building prior to a game between the San Francisco Giants and the San Diego Padres at PETCO Park on March 31, 2024 in San Diego, California. (Photo by Brandon Sloter/Getty Images)

Sempra To Sell 45% Stake In Infrastructure Unit To KKR In $10 Billion Deal

The deal is expected to close in the second or third quarter of 2026, leaving the KKR-led consortium with a 65% stake in Sempra Infrastructure Partners, Sempra with a 25% stake, and the Abu Dhabi Investment Authority retaining its 10% stake.

KKR & Co., Inc. operates as an investment firm. It offers alternative asset management as well as capital markets and insurance solutions. The firm's business segments include Asset Management and Insurance Business. The Asset Management segment engages in providing private equity, real assets, credit and liquid strategies, capital markets, and principal activities. The Insurance Business segment offers retirement, life insurance and reinsurance solutions to clients across individual and institutional markets. The company was founded by Henry Kravis, George R. Roberts, and Jerome Kholberg on May 1, 1976 and is headquartered in New York, NY.

KKR & Co. Inc

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Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '25	$1.30	--	--	N/A
Q2 '25	$1.14	$1.18	3.61%	BEAT
Q1 '25	$1.13	$1.15	2.15%	BEAT
Q4 '24	$1.28	$1.32	3.33%	BEAT
Q3 '24	$1.20	$1.38	15.23%	BEAT

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