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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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<ul class="summary-bullets"><li>Repositioning charge consists of $111 million charge reflected in compensation and employee benefits.</li><li>State Street reported adjusted earnings per share of $2.97 for the quarter, surpassing analyst estimates of $2.78 per share.</li><li>The company’s total expenses in the quarter increased by 6%, excluding notable items.&nbsp;</li></ul><p>Shares of custodian bank State Street (STT) dived on Friday after it disclosed that it took a repositioning charge during the fourth quarter that weighed on its profit.</p><p>The bank said repositioning charges (net) of $226 million in the quarter represents a $111 million charge reflected in compensation and employee benefits primarily from workforce rationalization and a $69 million charge reflected in occupancy costs associated with real estate footprint optimization.</p><p>The company also saw its total expenses in the quarter increase by 12%, primarily driven by investments in its business and technology capabilities and revenue-related costs.&nbsp;</p><p>Strong Q4 Results</p><p>State Street reported adjusted earnings per share of $2.97 for the quarter, surpassing analyst estimates of $2.78 per share. Its revenue totaled $3.67 billion, beating consensus estimate of $3.57 billion and representing a 7% increase year-over-year, as per data from fiscal.ai.</p><p>"2025 marked another year of strong performance and strategic progress for State Street. We delivered robust financial results, achieving positive operating leverage, expanding pre-tax margin, and generating higher returns,” said Ron O’Hanley, Chairman and CEO at State Street.</p><h2 class="st-heading-2">Push Into Digital Assets</h2><p>State Street earlier in the week announced the launch of its Digital Asset Platform, an infrastructure for tokenized assets. The platform strategically positions State Street to be the bridge between traditional and digital finance and the connection point between digital asset platforms for its clients.</p><p>The launch enables State Street's digital ambitions to develop core products for its clients, including tokenized Money Market Funds, ETFs, tokenized assets, and cash products including tokenized deposits and stablecoins.&nbsp;</p><p>The platform includes wallet management, custodial, and cash capabilities, designed to support tokenized product development across jurisdictions covering both private and public permissioned blockchain networks, it said.&nbsp;</p><h2 class="st-heading-2">Other Firms Into Digital Push</h2><p>Earlier this week, BNY, a global financial services company, took its first step in its strategy to tokenize deposits by enabling the on‑chain mirrored representation of client deposit balances on its Digital Assets platform.&nbsp;</p><p>Global financial markets are shifting towards an always-on operating model, due to which institutions are seeking faster and more efficient ways to move assets with greater settlement certainty, transparency. Tokenized deposits can help to reduce settlement friction, improve liquidity efficiency across collateral and margin workflows, and enable programmable payments and settlements.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around STT trended in ‘extremely bullish’ territory amid ‘high’ message volume.</p><p>Shares of State Street have risen 31% over the past 12 months.&nbsp;<br>&nbsp;</p>

In this photo illustration, State Street Corporation logo is seen on a smartphone screen. 

Why Are State Street Shares Falling Today?

The bank booked repositioning charges of $226 million in the quarter primarily from workforce rationalization occupancy costs associated with real estate footprint optimization.

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The bank booked repositioning charges of $226 million in the quarter primarily from workforce rationalization occupancy costs associated with real estate footprint optimization.


<ul class="summary-bullets"><li>UBS reiterated its Neutral stance on Nike, citing strong brand equity but a prolonged recovery timeline.</li><li>It believes Nike’s brand strength should support a long-term recovery.</li></ul><p>Shares of Nike (<a href="https://stocktwits.com/symbol/NKE">NKE</a>) were in the spotlight on Friday after UBS analyst Jay Sole said Nike’s brand remains strong, which will help the sportswear firm turn around its ongoing struggles; however, the turnaround will take longer than the market expects.</p><p>As per TheFly, UBS said in a note that it continues to believe Nike's business will improve. It rated the stock as “Neutral,” saying that the rating reflects the view that the company's turnaround will take longer than the market expects. UBS maintained a $62 price target on Nike shares.</p><h2 class="st-heading-2">Turbulent Few Years</h2><p>Nike has seen leadership changes, management resets, excess inventory, and renewed focus on innovation, leading to a slow, uneven turnaround under scrutiny.</p><p>Nike has worked to clean up excess inventory, particularly by reducing production of legacy franchises such as Air Jordans and Air Force 1s. While the reset pressured near-term results, the company said in December that inventory levels are now healthy across North America, EMEA, and other key regions.</p><h2 class="st-heading-2">Struggles In China</h2><p>The struggle in China has been longstanding for Nike, as it is continuing to face steep competition from other retailers. The recent tariff war between the two largest economies has further slowed Nike’s efforts to gain market share in China’s booming outdoor sports market.</p><p>Nike, in its recently reported second-quarter results, said its footwear sales in China fell 21%, and overall sales fell 17% to $1.42 billion. The China region accounts for nearly 15% of Nike’s annual revenue.</p><h2 class="st-heading-2">Tim Cook’s Vote Of Confidence</h2><p>Apple CEO Tim Cook has, time and again, through strategic shifts, market scepticism, and operational missteps, publicly and privately reinforced his confidence in Nike, lending credibility when the brand needed it most.</p><p>Cook has been on Nike’s board since 2005. He recently echoed his long-standing relationship with Nike after it made an open-market purchase of about $3 million worth of the company’s stock, a personal investment.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment on NKE trended in ‘extremely bullish’ amid ‘high’ message levels.</p><figure class="image"><img style="aspect-ratio:638/65;" src="https://news.stocktwits-cdn.com/NKE_Sentiment_PNG_da214e3bac.webp" alt="Retail sentiment on NKE trended in ‘extremely bullish’ amid ‘high’ message levels." width="638" height="65"></figure><p><br><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i><br>&nbsp;</p>

A garden in the shape of a Nike corporate logo is seen in an office building patio in midtown Manhattan on April 6, 2023, in New York City. (Photo by Gary Hershorn/Getty Images)

Nike Turnaround Faces A Longer Road Despite Brand Strength, UBS Says 

It maintained a $62 price target as inventory, China weakness, and competition weigh on momentum.

<ul class="summary-bullets"><li>UNH raised its full-year adjusted earnings guidance to at least $16.25 per share, up from its previous outlook of at least $16.&nbsp;</li><li>However, company executives warned on the company’s earnings call that the path to recovery in its Medicaid business will be challenging.</li><li>They noted that medical cost trends remain historically high but consistent with the company’s second-quarter guidance.&nbsp;</li></ul><p>UnitedHealth Group (UNH) on Tuesday raised its full-year adjusted earnings guidance to at least $16.25 per share, up from its previous outlook of at least $16, as it seeks to return to growth in 2026.</p><p>“We remain focused on strengthening performance and positioning for durable and accelerating growth in 2026 and beyond, and our results this quarter reflect solid execution toward that goal,” said CEO Stephen Hemsley.</p><p>“Simply put, we will end 2025 well-positioned for a return to solid growth in 2026, acceleration in 2027, and a clear focus on our long-standing mission and strategy,” the CEO noted during the company’s third quarter (Q3) earnings call, while adding that the company intends to share its 2026 full guidance in January with its fourth quarter (Q4) earnings.</p><p>Hemsley took over the reins of the company in May after former CEO Andrew Witty stepped down. He is also the chairman of UNH’s board of directors.</p><h2 class="st-heading-2">Execs Flag Concerns On Medicaid Business Recovery</h2><p>However, company executives warned on the earnings call that the path to recovery for the company’s Medicaid business will be challenging. Medicaid is a joint federal and state program in the United States that provides low-cost or free health coverage to eligible low-income individuals.</p><p>“States have not funded in line with actual cost trends, so funding levels are not sufficient to cover the health needs of state enrollees. While we're making steady progress in bridging this gap with states, the mismatch between rate adequacy and member acuity will likely extend through 2026," Hemsley said, according to an earnings call transcript provided by Fiscal AI. A company executive also noted that the elevated cost trends in the business were driven by specialty pharmacy, behavioral health, and home health services in the third quarter.</p><h2 class="st-heading-2">UnitedHealth’s Q3 Numbers</h2><p>For the third quarter, the company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.unitedhealthgroup.com/newsroom/2025/2025-10-28-uhg-reports-third-quarter-2025-results-and-raises-full-year-2025-earnings-outlook.html">reported</a> a 12% increase in consolidated revenue to $113.2 billion, above an analyst estimate of $113.06 billion, as cited by Fiscal AI.</p><p>Adjusted earnings per share came in at $2.92, above an expected $2.81.</p><p>Medical cost ratio, or the percentage of premiums used on medical care, was 89.9%, in line with the expectations put forth by the company in the second quarter (Q2). Company executives noted on the earnings call that medical cost trends remain historically high but consistent with its second quarter guidance, and the insurer expects that to continue throughout the remainder of 2025.</p><p>The company’s revenue from its key Optum business segment, meanwhile, grew 8% year-over-year to $69.2 billion.</p><p>Shares of the company traded 2% higher at the time of writing. On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/UNH">UNH stock</a> jumped from ‘bearish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘extremely high’ levels.</p><p>A Stocktwits user expressed optimism for the stock yielding significant profits in the future.</p><p><stembedurl>https://stocktwits.com/_Texan_/message/634014037</stembedurl></p><p>Another user resonated the sentiment.</p><p><stembedurl>https://stocktwits.com/Smoothbrainape/message/634012667</stembedurl></p><p>UNH stock is down by 27% this year and by about 34% over the past 12 months.&nbsp;</p><p>Read also: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-on-look-out-for-manufacturing-engineer-to-advance-new-roadster-sports-ev/cLGjVUAR3vE">Tesla On The Look-Out For Manufacturing Engineer To Advance Its New Roadster Sports EV</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the UnitedHealth Group logo is displayed on the screen of a smartphone. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

UnitedHealth Increases Full Year Earnings Forecast But Warns Of Tough Road Ahead For Medicaid Business

UNH raised its full-year adjusted earnings guidance to at least $16.25 per share, up from its previous outlook of at least $16. 

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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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