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TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending as investors react to the NOAA determination that the companys deep-seabed mining application is in full compliance, fueling community anticipation for accelerated permitting and long-term supply dominance. The broader conversation centers on the stock as a conviction-based play on the critical minerals supercycle, with community members actively discussing the strategic importance of domestic deep-sea mining to meet rising demand from AI and EV infrastructure.

Cue Biopharma, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of immunotherapies to treat cancer and autoimmune diseases. Its products include CUE-400 series (autoimmune diseases), CUE-500 series (targeted cell depletion), and CUE-100 series (Oncology). The company was founded by Ronald D. Seidel III, Steven Almo, and Rodolfo Chaparro on December 31, 2014 and is headquartered in Boston, MA.

Cue Biopharma Inc

Cue Biopharma is seeing massive volatility and high trading volume driven by a milestone payment from its Boehringer Ingelheim partnership, even as retail sentiment remains divided over the company's upcoming reverse stock split vote. Traders are actively debating whether the price action represents a legitimate fundamental catalyst or a speculative pump-and-dump setup, with many closely watching the stock for potential short-squeeze activity.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as investors react to a Q1 earnings beat and a strategic restructuring of its DOE loan alongside updated capacity plans for its Georgia facility. The community is actively debating the company's long-term path to profitability, weighing production scaling and potential dilution concerns against optimism for the R2 model launch.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is trending as investors digest a massive earnings beat, with the community actively debating whether the company's strong monetization and user growth can spark a sustained rally or if the stock will face typical post-earnings volatility. While bulls point to improved profitability and long-term data licensing potential as catalysts for a squeeze, bears remain skeptical, citing concerns over user engagement quality and historical patterns of post-report pullbacks.

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 after reporting record quarterly revenue and EPS, supported by robust iPhone demand and a massive new share buyback authorization. While investors are actively debating the impact of rising memory costs and the upcoming CEO transition to John Ternus, bullish sentiment remains focused on the company's strong services growth and potential long-term upside from AI integration.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox is facing significant downward pressure and intense community scrutiny following a major earnings miss, a downward revision of future bookings, and ongoing concerns regarding child safety and platform moderation. Investors are divided, with some viewing the sharp decline as a buying opportunity in a growth platform, while others are warning of continued volatility and fundamental risks.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is experiencing extreme volatility following a massive quarterly earnings beat that saw revenue triple and guidance raised, with the community divided between bulls viewing the pullback as a gift and bears warning of a potential bubble after a year of historic gains. Investors are closely monitoring the $6 billion share buyback announcement and the company's aggressive expansion into AI data center infrastructure as key indicators for whether the stock can maintain its upward trajectory.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global Holdings is trending following a strong first-quarter report where the company beat revenue estimates and raised its forward guidance, fueling community optimism around its accelerating AI-driven marketing growth. Investors are actively debating the sustainability of its 50% year-over-year revenue growth and debating the stock's potential for a short squeeze as they look for signs of a long-term re-rating phase.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian shares are surging following a robust quarterly performance that exceeded revenue and earnings expectations, bolstered by strong cloud growth and accelerated AI monetization. The community is actively debating whether this result signals a durable recovery for enterprise software or if the stock remains vulnerable to ongoing valuation and competition concerns.

Akanda Corp. is a cannabis cultivation, manufacturing, and distribution company, which engages in the provision of premium quality and ethically sourced medical cannabis products to patients. The company cultivates and processes natural cannabis at facilities in the Kingdom of Lesotho, Africa and intend to supply medicinal-grade cannabis biomass, cannabis flower, and cannabis concentrates to wholesalers. It also imports and sells medical cannabis-based products. The company was founded on July 16, 2021 and is headquartered in New Romney, the United Kingdom.

Akanda Corp

Akanda Corp is experiencing extreme volatility and a parabolic rally driven by a extremely low tradeable float, which has triggered an aggressive short squeeze as borrow fees have surged toward 1000%. The community is intensely debating the sustainability of this run, with many bullish traders focused on momentum and the potential for forced short covering, while skeptics point to the company's history of reverse splits and warn of an inevitable correction.

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<ul class="summary-bullets"><li>According to analyst Matthew Hedberg, the broader expansion of AI applications strengthens the company’s position.</li><li>RBC Capital reiterated an ‘Outperform’ rating on the stock, with a price target of $265.</li><li>TD Cowen said that the company’s infrastructure, including the Cloudflare Tunnel, allows developers to safely connect locally run AI tools to the internet.</li></ul>RBC Capital said Cloudflare Inc.’s (NET) notable surge in stock price is driven by investor enthusiasm surrounding the growing demand for AI workloads, and added that emerging AI projects such as Anthropic’s Claude Code, Cowork, and the open-source Clawdbot are fueling interest in the company’s capabilities.The company is scheduled to report its fourth-quarter (Q4) earnings on February 10. Analysts expect a Q4 revenue of $591.36 million and earnings per share (EPS) of $0.27, according to Fsical AI data.&nbsp;<h2 class="st-heading-2">AI Growth And Cloudflare’s Role</h2>According to analyst Matthew Hedberg, while these specific AI initiatives are “not likely needle movers” for Cloudflare in the near term, the broader expansion of AI applications strengthens the company’s position, according to TheFly.&nbsp;&nbsp;Hedberg highlighted Cloudflare as a “Tier 1 AI winner,” citing opportunities in AI inference, the flexibility of its Workers platform, and the newly introduced pay-per-crawl model as key drivers of future growth.&nbsp;RBC Capital reiterated an ‘Outperform’ rating on the stock, with a price target of $265.&nbsp;<a href="https://stocktwits.com/symbol/NET">Cloudflare stock</a> traded over 13% higher on Tuesday morning. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume shifted to ‘extremely high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_115151_png_43985c7f37.webp" alt="NET’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Jan. 27, 2026 | Source: Stocktwits" width="935" height="106"><figcaption>NET’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Jan. 27, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">TD Cowen Echoes View</h2>According to TD Cowen, the online buzz over Clawdbot over the weekend encouraged investors to link the momentum of AI tools to Cloudflare’s capabilities in supporting and securing AI agents.The firm added that the company’s infrastructure, including the Cloudflare Tunnel, allows developers to safely connect locally run AI tools to the internet without exposing sensitive servers.Cloudflare’s ability to combine secure connectivity with scalable infrastructure positions it as an important player for enterprises adopting AI across sectors such as software, automation, and robotics.NET stock has gained 70% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-closes-fresh-grocery--go-stores-whole-foods-growth/cmyObsvR4Ln">Amazon Closes Its Fresh Grocery And Go Stores To Focus On Whole Foods Growth</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Cloudflare logo is seen displayed on a smartphone screen. 

RBC Flags Cloudflare As ‘Tier 1’ AI Beneficiary – Attributes Share Price Surge To Buzz Around Growing Demand For AI Workloads

Analyst Matthew Hedberg highlighted Cloudflare as a “Tier 1 AI winner,” citing its opportunities in AI inferencing and the flexibility of its Workers platform.

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Analyst Matthew Hedberg highlighted Cloudflare as a “Tier 1 AI winner,” citing its opportunities in AI inferencing and the flexibility of its Workers platform.


Snowflake Stock Surges on Earnings Beat: ETFs in Focus 

Snowflake (SNOW) jumped 14% on strong Q2 results and raised guidance. The result can lift SNOW-heavy ETFs like SPYA, LRNZ and CLOU.

Samsara, Inc. (IOT), a connected operations platform provider,&nbsp;posted a fourth-quarter beat&nbsp;on Thursday, although revenue growth slowed&nbsp;sharply. The current quarter guidance came in below expectations, sending the stock lower in the after-hours session.The San Francisco, California-based company reported adjusted earnings per share (EPS) of $0.11 for the fourth quarter of the fiscal year 2025, up from the year-ago quarter’s $0.04 and bettering the Finchat-compiled consensus estimate of $0.07.Revenue jumped 25% year over year (YoY) to $346.3 million versus the $335.33-million consensus estimate.Both metrics exceeded the high-end of the guidance issued in early December but the topline growth decelerated notably from the previous quarter’s 36% growth.Annual recurring revenue (ARR), a key operational metric, jumped 33% to $1.46 billion. The growth marked a slight slowdown from the third quarter’s 35%.The non-GAAP gross and operating margins expanded YoY to 77% and 16%, respectively, from 75% and 5%.CEO Sanjit Biswas said, “Fiscal year 2025 was another year of durable and efficient growth.”He noted that the company grew its $100,000+ ARR customer count 36% YoY to 2,506.Samara expects first quarter adjusted EPS of $0.05 to $0.06 and revenue of $350 million to $352 million. Analysts, on average, estimate $0.05 and $351.31 million, respectively.The company initiated its fiscal year 2026 guidance of $0.32 to $0.34 in adjusted EPS, above the estimated $0.28, and $1.523 billion to $1.533 billion in revenue, aligning with the consensus of $1.528 billionOn Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/IOT">Samsara stock</a> reversed to ‘extremely bullish’ (83/100) from the ‘bearish’ mood that prevailed a day ago. The message volume surged to ‘extremely high’ levels as trader chatter grew amid the earnings release.<figure class="image"><img style="aspect-ratio:627/137;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/iot_sentiment_b19971e1c3.png" alt="iot-sentiment.png" width="627" height="137"><figcaption>IOT sentiment and message volume March 6, as of 11:02 pm ET | Source:&nbsp;Stocktwits</figcaption></figure>A bullish watcher said the stock has a strong support at the $40 level despite dropping below the mark in the after-hours session.<stembedurl>https://stocktwits.com/romanempire1981/message/607125619</stembedurl>Samsara stock ended the after-hours session down 5.56% at $39.55. The stock is down over 4% year-to-date.For updates and corrections email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/helwlett-packard-enterprise-nosedives-on-2025-q1-results/cheptTWRbGe">Hewlett Packard Enterprise Nosedives On Mixed Q1, Weak Guidance: Retail Uses Dip To Accumulate ‘Value’ Stock</a>

In this photo illustration, the Samsara logo is displayed on a smartphone screen, with financial charts and stock market performance visible in the background, on March 3, 2025, in Chongqing, China.

Samsara’s Q4 Revenue Growth Slowdown, Weak Q1 Guidance Send Stock Sharply Lower After-Hours: Retail Mood Turns Buoyant

The top- and bottom-line results exceeded the high end of the guidance issued in early December, but the topline growth decelerated notably from the previous quarter’s 36% growth.

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