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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 (IBRX) is soaring after Dr. Patrick Soon-Shiong's compelling presentation underscored Anktiva's cancer-curing potential, fueling fervent community discussion about an impending short squeeze and speculation regarding a supportive mention during the State of the Union address.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending after Jim Cramer's bullish comments ignited community debate on a potential rebound. Investors are also keenly watching for March 1st, when CEO Noto's share buying restriction lifts, as discussions continue around S&P 500 inclusion and the stock's recent decline despite strong fundamentals.

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.

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.

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.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending as it expands its "Amazon of transportation" vision by acquiring parking app SpotHero and making significant investments in autonomous vehicle infrastructure and partnerships globally. While strong user growth and a CFO share purchase signal confidence, the community remains divided over the stock's valuation and the long-term implications of its asset-heavy AV pivot amid ongoing legal and competitive pressures.

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 as its latest earnings report delivered strong revenue growth but a slight miss on profitability, sparking a debate among investors who weigh aggressive market share expansion against short-term margin pressures and sector competition. The community is actively discussing the stock's significant price volatility following the results.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending due to its advanced GaN and SiC power platforms, which are considered crucial for next-gen AI data centers and grid infrastructure, leading to optimism about potential 'generational gains' from hyperscaler engagements. However, the community is actively debating the high valuation and the urgent need for definitive, revenue-generating contracts to materialize from these promising evaluations.

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.

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<ul class="summary-bullets"><li>A formal announcement on the moves could come as early as this week, the report said.</li><li>PepsiCo is also expected to emphasize efforts to develop new products and ways for pricing and packaging them.</li><li>The Wall Street Journal reported last week that the company is nearing a settlement with Elliott.</li></ul>PepsiCo Inc. reportedly plans to review its North American supply chain as it seeks to negotiate with activist investor Elliott Investment Management.As per a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-08/pepsico-to-review-supply-chains-as-talks-with-activist-elliott-wrap-up">report</a> from Bloomberg, the review of the supply chain is among a number of steps the company is taking to reach a settlement with Elliott who built a nearly $4 billion stake in the beverages and snack company in September and pushed it to make changes amid a drop in share price.A formal announcement on the moves could come as early as this week, the report said, citing people familiar with the matter.<h2 class="st-heading-2">Other Changes &nbsp;</h2>PepsiCo is also expected to emphasize efforts to develop new products and ways for pricing and packaging them, as well as changes to capital allocation, sources told Bloomberg. The company, however, is not expected to make any board changes, the report said. Elliott is supportive of the changes being planned by the beverage maker, it added.Elliottt was pushing the company to refranchise its bottling business and make other changes including divesting its underperforming assets in the food and beverage business, such as Life and Cap’n Crunch, as well as Quaker Oats and Rice-A-Roni. PepsiCo uses independent bottlers in addition to its own bottling businesses.The Wall Street Journal <a href="https://stocktwits.com/news-articles/markets/equity/pepsico-close-to-striking-settlement-with-activist-giant-elliott-after-4-billion-push-for-change/cLIi4iXREj1">reported</a> last week that the company is nearing a settlement with Elliott.<h2 class="st-heading-2">Company Commits To Portfolio Transformation</h2>After the announcement of Elliott’s stake, PepsiCo CEO Ramon Laguarta said in October that the company is eyeing the introduction of a “strong pipeline of innovation to accelerate portfolio transformation” and boost growth while also providing “good value to consumers.” The CEO also added that the company’s engagement with Elliott has been “constructive and collaborative.”In October, PepsiCo also named Walmart (WMT) executive Steve Schmitt as its new Chief Financial Officer, succeeding Jamie Caulfield.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around PEP stayed within the ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.<figure class="image"><img style="aspect-ratio:586/58;" src="data:image/png;base64,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" width="586" height="58" alt="PEP’s Sentiment Meter and Message Volume as of 4:01 p.m. ET on Dec. 08, 2025 | Source: Stocktwits"><figcaption>PEP’s Sentiment Meter and Message Volume as of 4:01 p.m. ET on Dec. 08, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/PEP">PEP stock</a> has dropped 9% over the past 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/nextera-exxon-mobil-team-up-on-massive-gas-powered-ai-energy-push/cLIpGs8REmx">NextEra And Exxon Mobil Team Up On Massive Gas-Powered AI Energy Push</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Bottles of Pepsi soda are displayed in a store on March 17, 2025 in New York City. On Monday, PepsiCo announced that it is buying prebiotic soda brand Poppi for nearly $2 billion. (Photo by Spencer Platt/Getty Images)

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 If the AI Bubble Bursts, Here Are Some Defensive ETFs to Consider 

As AI-fueled gains spark bubble warnings, investors are eyeing defensive ETFs in consumer staples, utilities and healthcare for safety. 

Philip Morris International Inc. (PM) said on Wednesday that its experts met with the Tobacco Products Scientific Advisory Committee on October 7 as it seeks to continue marketing versions of its IQOS heated tobacco products in the U.S. as modified risk tobacco products.The committee provides nonbinding recommendations to the U.S. Food and Drug Administration’s (FDA) Center for Tobacco Products (CTP). The modified risk tobacco product designation granted by the FDA initially in 2020 allowed the company to advertise its perks, including that the IQOS system heats tobacco instead of burning it, significantly reducing the production of and users’ exposure to harmful chemicals.PMI has requested that it be allowed to continue marketing versions of IQOS as modified risk tobacco products.“We encourage the FDA to continue efforts to establish a timely scientific review process for smoke-free products—including for IQOS ILUMA, which has been pending FDA review for nearly two years and has globally shown even higher rates of legal-age adults fully switching from combustible cigarettes—that are a better choice for legal-age adults who would otherwise use traditional tobacco products, including combustible cigarettes,” PMI U.S. CEO Stacey Kennedy <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businesswire.com/news/home/20251008608945/en/Philip-Morris-International-Urges-U.S.-Food-and-Drug-Administration-Advisory-Committee-to-Recommend-Continued-Marketing-of-IQOS-as-Modified-Risk-Product">said</a>.The company estimates that there are approximately 34 million IQOS consumers globally who have moved away from cigarettes or significantly reduced their consumption as of June 30. PMI first entered the U.S. market in 2022, following its acquisition of Swedish Match.On Stocktwits, retail sentiment around PM stock fell from 'extremely bullish' to 'bullish' territory over the past 24 hours, while message volume stayed at 'high' levels.&nbsp;<a href="https://stocktwits.com/symbol/PM">PM stock</a> is up by 28% this year and by 30% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ford-faces-1-billion-hit-after-new-york-aluminum-plant-fire-analysts-say/ch6EZaVR3iF">Ford Faces Up To $1 Billion Hit After New York Aluminum Plant Fire, Analysts Reportedly Say</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Philip Morris International Inc. is displayed on a smartphone screen, with the company's branding in the background, on April 20, 2025, in Chongqing, China. (Photo by Cheng Xin/Getty Images)

Philip Morris Seeks FDA Approval To Keep IQOS Modified Risk Designation For Later Versions Of Device

The modified risk tobacco product designation granted by the FDA initially in 2020 allowed the company to advertise IQOS’ perks. 

The Campbell’s Company (CPB) experienced multiple price target hikes from Wall Street on Thursday, with TD Cowen citing that the packaged food maker’s annual profit guidance was less negative than initially feared, due to an acceleration of cost savings and near-term tariff mitigation.TD Cowen raised its price target to $31 from $29 and maintained a ‘Hold’ rating, according to TheFly. The firm added that the company’s fourth-quarter results were all better than expected.Retail sentiment on <a href="https://stocktwits.com/symbol/CPB">Campbell’s</a> remained unchanged in the ‘bullish’ territory, with chatter at ‘extremely high’ levels, according to data from Stocktwits. The retail user message count on the stock jumped 175% in the last 24 hours, as of Thursday morning, and shares of the firm were down nearly 3% during midday trading.<figure class="image"><img style="aspect-ratio:806/96;" src="https://news.stocktwits-cdn.com/CPB_sentiment_png_a93adb3d63.webp" alt="CPB sentiment.png" width="806" height="96"><figcaption>CPB sentiment and message volume September 4, 2025, as of 1:50 pm ET | Source: Stocktwits</figcaption></figure>Bernstein also raised its price target on Campbell's to $39 from $38 and kept an ‘Outperform’ rating. The firm noted that Campbell's seems to be doing the right things to get the portfolio moving again, investing in brand support and innovation, and fueling these investments with stepped-up productivity improvements.On Wednesday, CEO Mick Beekhuizen stated that consumers remain cautious and are being intentional with their spending, a trend that is expected to persist amid price increases resulting from the Trump administration’s tariffs, which are anticipated to slow demand for goods across the discretionary and consumables categories.Bernstein added that while snack category dynamics remain sluggish, management expects this portfolio to stabilize by the second half of 2026, noting that it's encouraging to see the recent success of more premium products, such as Milano cookies.Campbell’s shares have declined nearly 22% this year and fallen over 36% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/giii-apparel-ceo-says-company-absorbing-some-tariff-costs/chwdfxyRdYz">G-III Apparel CEO Says Company Absorbing Some Tariff Costs To Stay Competitive, Gain Market Share</a>

Prego brand spaghetti sauce in glass jars. (Source: Getty Images)

Campbell’s Gains Wall Street Confidence With Multiple Price Target Hikes, Retail Chatter Surges

Bernstein raised its price target on Campbell's to $39 from $38 and noted that the company appears to be taking the right steps to revitalize the portfolio, investing in brand support and innovation.

Kraft Heinz (KHC) is reportedly nearing a deal to break itself up, splitting its grocery and sauces businesses. Following the report, shares of Kraft Heinz traded over 2% higher by Friday afternoon.The Wall Street Journal <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/deals/kraft-heinz-break-up-deal-346ee8f5">reported</a> on Friday that a transaction could be announced as early as next week, citing people familiar with the matter. However, it also noted that the plans could change at the last minute.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/KHC">KHC stock</a> jumped from ‘bullish’ to ‘extremely bullish’ territory, while message volume stayed at ‘low’ levels.According to WSJ, the company is betting that the two separate units would be cumulatively worth more than its current value of around $33 billion. More details on the split could not be learnt, the newspaper said.In July, the Journal reported that Kraft Heinz was planning to spin off a portion of its grocery business into a new entity valued at about $20 billion on its own, leaving the company owning sauces and spreads. While the grocery business would hold many Kraft products, the other entity would house goods including Heinz’s namesake ketchup and Dijon mustard brand Grey Poupon, the newspaper said.Kraft Heinz is the result of the merger between Kraft and Heinz in 2015. The reported breakup would effectively undo much of the work done since, the report noted.KHC stock is down by 9% this year and by 21% over the past 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/bumble-developing-ai-powered-matchmaking-app-report/chtTlsuRdNm">Bumble Developing AI-Powered Matchmaking App: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

A sign outside of the Aon Center marks the location for the headquarters of Kraft Heinz in Chicago, Illinois.

Kraft Heinz Nears Deal To Separate Grocery And Sauces Businesses: Report

The Wall Street Journal reported on Friday that a transaction could be announced as early as next week. 

BlackRock Institutional Trust Company N.A. - iShares Global Consumer Staples ETF

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