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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group (NBIS) is trending due to a recently announced multi-billion dollar AI infrastructure deal with Microsoft, sparking excitement among investors. The community is buzzing about the potential for significant revenue growth and further deals, with some speculating on a stock split and high price targets. This news highlights the increasing demand for AI infrastructure and data centers, potentially impacting related stocks in the sector.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital ($GLXY) is trending amid a boost from positive data center news related to $NBIS. Community members believe $GLXY is undervalued, given its significant data center infrastructure, with some speculating a new all-time high is coming. Others are closely watching for Q3 results and any updates regarding ERCOT approval.

Eightco Holdings, Inc. is a publicly traded holding company, which operates in the consumer products and e-commerce markets, focusing on developing and deploying innovative technology, and capital solutions to empower small to medium-sized businesses. It operates through the North America and Europe geographical segments. The company was founded in 1966 and is headquartered in Easton, PA.

Eightco Holdings Inc

Eightco Holdings ($OCTO) is trending due to a massive surge, driven by news of a significant investment in a crypto treasury. The community is buzzing about the potential for continued gains, comparing it to other high-flying stocks and debating whether it will maintain its momentum, squeeze shorts, or become a bagholder's nightmare.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

APLD is trending as investors react to recent price volatility and a mixed market sentiment in the AI sector. Community discussions revolve around potential catalysts like new hyperscaler deals and the impact of insider selling, while some traders express concerns about the stock's correlation with CRWV. Despite the current pullback, many maintain a bullish long-term outlook, citing the company's growth potential in AI infrastructure and data centers.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending following the demonstration of their solid-state batteries in a Ducati motorcycle, generating excitement about potential applications in electric vehicles. The community is focused on the implications of this milestone, including potential partnerships with major OEMs and the technology's ability to scale for commercial production. Some traders are wary of the long timeline to commercialization while others see this as a key de-risking event for the company.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending as investors speculate on a potential hyperscaler deal, drawing comparisons to recent infrastructure partnerships secured by sector peers. The community is actively discussing the company's prospects in AI data centers and its ability to capitalize on the increasing demand for high-performance computing. Some are suggesting that the potential deal could be a game-changer for the entire sector.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending due to news of Nebius entering a multi-billion dollar commercial agreement for AI infrastructure, sparking community excitement about the potential impact on both companies. Traders are also monitoring Microsoft's position in the AI landscape, especially compared to Nvidia, as Polymarket data indicates a strong belief in Nvidia's dominance by the end of the month. Community members are actively discussing the implications of this AI infrastructure deal.

Sentage Holdings, Inc. engages in the financial services, which offers a comprehensive range of financial services across consumer loan repayment and collection management, loan recommendation, and prepaid payment network services in China. The company was founded on September 16, 2019 and is headquartered in Shanghai, China.

Sentage Holdings Inc - Ordinary Shares - Class A

Sentage Holdings Inc

Sentage Holdings ($SNTG) is trending due to potential sympathy momentum from other low floaters like $OCTO, sparking discussions of a potential short squeeze. Community members are actively watching for the next leg up, drawing parallels to other recent high-flying stocks in the Chinese small-cap sector. Some traders are also discussing technical patterns and tax implications for day traders.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending as investors assess its AI strategy and the potential impact of its partnership with Anthropic on AWS growth. Community members are actively discussing price targets and whether the stock is undervalued, while also weighing the implications of new tariffs and delivery fleet changes. Some are optimistic about Amazon's various revenue streams, while others express concerns about the broader economic outlook.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is trending due to its proposed private offering of convertible senior notes, sparking debate within the community about its implications following recent earnings. While some investors view it as a strategic move to bolster cash reserves and manage potential dilution, others are critical of the timing after positive earnings, deeming it a "shady" move. Despite the division, many remain optimistic about Planet Labs' long-term growth potential and accelerating revenue.

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Hims & Hers Expanding Partnerships to Build a Global Health Ecosystem

HIMS expands its digital health footprint with global moves, top-tier partnerships and more than 1,500 providers.

Hims & Hers Fuels Growth via Market Expansion and New Care Verticals

HIMS eyes long-term growth with new hormonal health offerings, international expansion and high GLP-1 retention.

LifeMD, Inc. (LFMD) Reports Q2 Loss, Lags Revenue Estimates

LifeMD (LFMD) delivered earnings and revenue surprises of -200.00% and -6.02%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

Hims & Hers Leads the Charge in AI-Powered Personalized Healthcare

HIMS is transforming digital healthcare with AI-driven care, a booming subscriber base, and new tech leadership.

Health Meets Lifestyle: How Hims & Hers Is Reshaping Everyday Wellness

HIMS is transforming digital wellness with personalized care, over 30 million telehealth consultations, and a Gen Z-aligned platform.

Hims & Hers vs. LifeMD: Which Telehealth Stock Has More Upside?

HIMS and LFMD are surging in the telehealth race, but which one has stronger earnings growth and expansion momentum? Let's see.

Teladoc (TDOC) Moves 14.4% Higher: Will This Strength Last?

Teladoc (TDOC) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

HIMS' Subscriptions Power Personalized Care & Recurring Revenue Growth

LifeMD, Inc. (LFMD) Q1 Earnings and Revenues Top Estimates

Novo Nordisk (NVO) on Tuesday <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.novonordisk-us.com/media/news-archive/news-details.html?id=915982">announced</a> that it is enabling select telehealth providers to offer Wegovy, expanding access to the weight loss drug as it is now in full supply.All doses of FDA-approved Wegovy are now accessible to patients of Hims &amp; Hers Health, Inc. (HIMS), LifeMD (LFMD), and Ro, the company said. The news sent shares of HIMS and LFMD soaring on Tuesday morning.Patients will be able to access Novo Nordisk’s direct-to-patient online pharmacy, NovoCare, directly through the telehealth providers. NovoCare, launched in March 2025, offers direct-to-patient, convenient home shipments of all dose strengths of Wegovy at a reduced monthly cost of $499 for self-paying patients.Novo Nordisk President Dave Moore said Wegovy continues to be in high demand, as 100 million Americans are living with obesity."We believe patients living with this chronic disease who want and need treatment under the care of a licensed healthcare professional, including those embracing the growing telehealth community, deserve to get the real thing," he stated.Last week, a Texas federal court denied a compounding trade association's bid to freeze the U.S. Food and Drug Administration's decision to halt the compounding of semaglutide, the active ingredient in Wegovy and Novo Nordisk’s diabetes drug Ozempic.Compounders are allowed to produce copies of drugs only when they are declared to be in short supply by the FDA.Wegovy was added to the U.S. Food and Drug Administration’s (FDA’s) drug shortage list in March 2022, paving the way for compounders to replicate it.In February, however, the FDA announced that the semaglutide injection product shortage had been resolved.With the court ruling in favor of FDA’s determination that the semaglutide shortage in the U.S. is over, FDA can immediately take action against smaller, state-licensed pharmacies compounding versions of Novo Nordisk's FDA-approved semaglutide medicines.Meanwhile, Hims &amp; Hers <a target="_blank" rel="noopener noreferrer nofollow" href="https://news.hims.com/newsroom/hims-hers-and-novo-nordisk-team-up-to-expand-affordable-access-to-care">stated</a> that patients can obtain Wegovy in a high-quality pen for $599 per month, which includes the cost of a Hims &amp; Hers membership.On Tuesday, HIMS, LFMD and NVO stock traded 26%, 25% and 3% higher, respectively.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/spotify-q1-2025-earnings/chQ6RzxRbLa">Spotify Stock Declines 8% Pre-Market As Downbeat First-Quarter Revenue, Q2 Operating Income Outlook Fail To Cheer Investors</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Novo Nordisk logo is displayed on a smartphone with stock market percentages in the background. (Photo Illustration by Omar Marques/SOPA Images/LightRocket via Getty Images)

Hims & Hers, LifeMD Stocks Surge On Novo Nordisk's Plan To Sell Wegovy Via Telehealth Operators

Patients will be able to access Novo Nordisk’s direct-to-patient online pharmacy, NovoCare, through the telehealth providers.

Equity

LifeMD, Inc. is a telehealth company, which engages in offering a portfolio of direct-to-patient products and services. The firm combines virtual medical treatment with prescription medications and over-the-counter products. It operates through the Telehealth and WorkSimpli segments. The company was founded by Justin Schreiber on May 24, 1994 and is headquartered in New York, NY.

Current Price	$6.15
Prev Close	$6.06
Open	$6.06
Dividend Yield	0.00%
50-Day Moving Average	$9.28
Beta	1.43
Avg. Volume	2.77M
PE Ratio	-28.53

52-Week High	$15.84
52-Week Low	$3.99
Market Capitalization	$287.35M
EPS (Annual)	-$0.5337
Price to Book	-153.11
Revenue Per Employee	$632,303.09
Enterprise Value/EBITDA	N/A

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