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

ImmunityBio Inc

ImmunityBio is rallying as the community anticipates significant recognition for its groundbreaking cancer therapies, spurred by Dr. Patrick Soon-Shiong's compelling presentations and extreme short interest fueling discussions of an imminent squeeze.

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 at the center of market attention ahead of its highly anticipated Q4 earnings report, with community discussion intensely focused on whether a potential blowout performance will propel the stock to new highs or trigger a "sell the news" event. This uncertainty is heightened by ongoing debates about AI spending, market maker influence, and concerns over China export controls.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending after reporting mixed Q4 results, which showed increased revenue but also widening losses and substantial cash burn, fueling community debate over its long-term viability. The market is weighing future model launches and recent layoffs against persistent dilution concerns and the financial backing of the Saudi Public Investment Fund.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA Group is trending after reporting strong Q4 earnings and robust revenue growth, fueling bullish excitement about its restaurant expansion. Conversely, a significant portion of the community expresses skepticism regarding its high valuation and decelerating same-store sales, despite the positive results.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Tempe, AZ.

First Solar Inc

First Solar is trending after strong earnings were met with lower-than-expected 2026 sales guidance, triggering a sharp sell-off and community debate over the outlook, with bulls highlighting its U.S. manufacturing and competitive edge for growing energy demand, while bears focus on the near-term revenue concerns.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display Technologies, Specialty Materials, Environmental Technologies, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computer, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Environmental Technologies segment focuses on manufacturing ceramic substrates and filter products for emissions control in mobile applications. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning is experiencing a significant rally as escalating demand for its fiber optic solutions positions it as a critical infrastructure play for the accelerating buildout of AI data centers. The community is actively discussing a major agreement to supply a hyperscaler, anticipating additional similar deals, even as some caution about its rapid ascent and overbought indicators.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibre is trending after its Q4 earnings report revealed robust revenue growth alongside an EPS miss, igniting community debate over the company's strategy of prioritizing aggressive investments for ecosystem dominance and market share over short-term profitability in the competitive Latin American e-commerce and fintech landscape.

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SPY is trending as the community speculates intensely on potential market-moving comments from a political address, while also closely watching an upcoming major AI chipmaker's earnings report for broader market direction.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending amidst a high-stakes bidding war for Warner Bros. Discovery, as WBD's board deems a higher Paramount Skydance offer potentially superior, giving Netflix a four-day window to respond. The community is fiercely debating if Netflix should raise its bid, risking further dilution, or walk away to collect a significant breakup fee, with added political scrutiny impacting the decision.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending following its recent earnings report, which included softer-than-expected subscription revenue guidance and an immediate CEO change aimed at accelerating AI transformation, intensifying the ongoing debate among investors. The community is sharply divided, with many questioning Workday's valuation and the broader enterprise software sector's growth trajectory amidst concerns about AI disruption and the use of non-GAAP financial metrics.

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Themes ETF Trust - Leverage Shares 2x Long KLAC Daily ETF

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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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