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Applied Digital Corporation

Applied Digital is currently trending as investors brace for the latest quarterly earnings report, with the community actively debating whether the company can secure major hyperscaler deals to justify its significant infrastructure debt. While some investors remain cautious about volatility, many are betting on a potential short squeeze fueled by robust AI data center demand and aggressive expansion plans.

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 Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is seeing intense volatility following a highly contentious short commentary that claims competitors are eroding its enterprise market share, leading to a fierce debate between retail investors dismissing the claims as market manipulation and skeptics concerned about the company's premium valuation. While the broader market shows resilience, community discussion remains heavily polarized as traders weigh these growth threats against Palantir's entrenched role in mission-critical government and enterprise AI.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently facing intense selling pressure as investors react to a critical analyst downgrade and persistent concerns over declining delivery figures and execution risks. The community is actively debating the company's valuation, with many traders closely monitoring support levels while expressing frustration over the stock's inability to participate in the broader market's recent rally.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending as investors debate the impact of AI on its long-term business model, with the stock recently hitting 52-week lows despite strong institutional support and insider buying from leadership. The community is actively divided, with many debating if recent share price volatility represents a genuine valuation reset or an overreaction to fears that new AI agent technologies could displace traditional SaaS enterprise platforms.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is surging as the company announced a major new customer contract for its high-power wafer-level burn-in systems, fueling investor optimism regarding its expansion into silicon photonics and AI data center infrastructure. The community is actively debating the stock's valuation and the sustainability of its rapid price movement, with traders closely watching upcoming earnings as a critical catalyst for the stock's next move.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is seeing significant community attention as investors debate its long-term potential following a recent business update and the disclosure of its 2026 revenue outlook. While some market participants express frustration over recent price volatility and cautious guidance, many investors remain bullish, viewing the company as an undervalued player in the quantum sector with strong institutional partnerships and long-term upside.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is at the center of investor focus following the initiation of a $25 billion accelerated share repurchase program, the largest in history. While the community is actively debating whether this massive capital return will serve as a permanent floor or if ongoing AI-driven disruption fears will continue to pressure the stock, market participants are closely watching for signs that this technical catalyst can break the stock's recent downtrend.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group is trending due to significant volatility and investor speculation ahead of an upcoming FDA decision on their skin cancer drug, with community discourse heavily polarized between traders betting on a rejection and those hopeful for a reversal of fortune. Many participants are actively monitoring options flow and insider activity, debating whether the stock's recent price action is driven by an information leak or speculative positioning by institutional funds.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is currently trending as investors monitor its resilience amid broader retail sector volatility, with the community actively debating whether its premium valuation remains justified by consistent membership growth and operational efficiency. Sentiment is bolstered by the stock's role as a defensive hedge, while traders closely watch key psychological support levels and ongoing discussions regarding potential future catalysts like a stock split.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending following news of potential engineering delays for its upcoming foldable iPhone, fueling debate among investors over whether the stock is a buying opportunity at these levels. The community is actively discussing the stock's long-term product roadmap, the impact of patent litigation in the Chinese market, and whether the recent pullback is an artificial shakeout driven by algorithmic positioning.

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<ul class="summary-bullets"><li>The deal is expected to close in the first quarter of 2026. Mobileye said that strong traction in advanced vehicle autonomy and core</li><li>ADAS technology has created a current automotive revenue pipeline of $24.5 billion over the next eight years for the company.</li><li>Speaking at the Consumer Electronics Show (CES) 2026, the company’s CEO said it is competing on 100 million more Request for Quotation (RFQ) for chips, further increasing the pipeline.</li></ul>Shares of Mobileye Global Inc. (MBLY) surged over 10% in Tuesday’s after-market trading as the company announced plans to acquire Israeli startup Mentee Robotics for $900 million in a push into the humanoid robots market.The self-driving car systems firm will pay $612 million in cash and the rest in up to 26.2 million shares of Mobileye Class A common stock for the startup, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.mobileye.com/news/mobileye-to-acquire-mentee-robotics-to-accelerate-physical-ai-leadership/">according</a> to the company. The deal is expected to close in the first quarter of 2026.<h2 class="st-heading-2">Deal Contours</h2>This deal will combine Mobileye’s advanced AI technology and global production expertise with Mentee’s humanoid platform and AI capabilities that will result in a company that combines autonomous driving and humanoid robotics.Mobileye’s acquisition of Mentee comes even as other automakers make a strong push into humanoid robots. The deal is likely to put Mobileye in competition with <a href="https://stocktwits.com/symbol/TSLA">Tesla</a> Inc.’s (TSLA) Optimus.Mobileye said that strong traction in advanced vehicle autonomy and core ADAS technology has created a current automotive revenue pipeline of $24.5 billion over the next eight years for the company, up more than 40 percent compared to January 2023, the company said.The acquisition broadens the scope of the company’s business with a decisive step toward physical artificial intelligence with intelligence systems that will be able to understand context, intent, and interact with humans while acting safely.Mentee’s acquisition will accelerate its go-to-market strategy, with first on-site proof-of-concept deployments with customers expected in 2026, the company said. The deployments are expected to operate autonomously, and the company is targeting series production and commercialization in 2028.“Today marks a new chapter for robotics and automotive AI, and the beginning of Mobileye 3.0,” said Amnon Shashua, President and CEO of Mobileye. “By combining Mentee’s breakthroughs in humanoid robotics with Mobileye’s expertise in automotive autonomy, and its proven ability to productize advanced AI, we have a unique opportunity to lead the evolution of physical AI across robotics and autonomous vehicles on a global scale.”Mentee will operate as an independent unit within Mobileye for the foreseeable future and will gain access to Mobileye’s customer base as part of the deal.<h2 class="st-heading-2">Forward Guidance</h2>Speaking at the Consumer Electronics Show (CES) 2026, Shashua reiterated the forward guidance of a $24.5 billion projected revenue pipeline by 2033 based on signed contracts. This includes $18 billion in revenues awarded over the past three years.Shashua also said the company is competing on 100 million more Request for Quotation (RFQ) for chips, further increasing the pipeline.Since its inception, Mobileye’s chips have been deployed in over 230 million cars, Shashua said, estimating that this could be about one eighth of the total cars on the planet.The company receives data from over 8 million cars everyday to support its technology that builds high-definition maps and has harvested data over 32 billion miles. Three new OEMs have also joined the company in 2025, the company said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around MBLY stock trended in the ‘extremely bullish’ territory over the past day amid ‘extremely high’ message volume.One Stocktwits user opined that Mentee Robotics are quite capable compared to Tesla.&nbsp; <stembedurl>https://stocktwits.com/AlphaBull_10M/message/641016597</stembedurl>&nbsp;Another user called this a turn around play.<stembedurl>https://stocktwits.com/TheBullishTrade/message/641019239</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/MBLY">Shares of MBLY</a> were among the top trending tickers on Stocktwits at the time of writing. The stock has lost over 44% of its value in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/musk-xai-raises-20-billion-dollars-in-series-e-funding-round/cmxD4CPR4cT">Elon Musk’s xAI Raises $20B In Series E Funding Round, Exceeds Its Own Target</a> &nbsp;

In this photo illustration, a person holds a smartphone displaying the logo of Mobileye Global Inc.

Mobileye Global Shares Rally On $900M Mentee Robotics Deal

Mobileye will pay $612 million in cash and the rest in Class A common shares for humanoid robots the company. 

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Humanoid Robot ETFs: Positioning for the Next Tech Revolution

Here's what you need to know about investing in the future of robotics.

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