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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.

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.

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.

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.

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.

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.

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.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapport Therapeutics is trending due to a significant common stock offering, leading to community discussions around potential dilution and future stock performance. While some investors express concerns about the offering's impact, others highlight positive Phase 2a clinical trial data and analyst upgrades, fueling a debate about the company's valuation and potential. The stock's impressive gains have attracted attention, with some traders anticipating further upside while others foresee a price correction.

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Company News for Sep 4, 2025

Companies In The News Are: M, DLTR, CPB, REVG.

U.S. equities were mixed in Wednesday’s midday trade as Wall Street digested President Donald Trump’s statement that the U.S. would have to unwind trade deals if the government loses the tariff case.Trump was speaking to reporters at the start of his meeting with Polish President Karol Nawrocki. “We made a deal with the European Union where they're paying us almost a trillion dollars, and you know what? They're happy. It's done. These deals are all done. I guess we'd have to unwind them,” he said, according to a Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/trump-says-us-might-have-unwind-trade-deals-with-eu-others-if-it-loses-tariff-2025-09-03/">report</a>.The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which mirrors the S&amp;P 500 index, was up 0.32% at the time of writing, while the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ), which mirrors the Nasdaq, gained 0.68%. The&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA), which tracks the Dow Jones Industrial Average, declined 0.4%.Here are the top stocks making the biggest moves in Wednesday’s midday trade:<a href="https://stocktwits.com/symbol/GOOGL">Alphabet Inc. (GOOG) (GOOGL)</a>Alphabet shares surged 9% by Wednesday’s midday trade after the company dodged hefty penalties in an antitrust case involving its business practices in the U.S. search market. A District Court judge ruled that Alphabet’s Google wouldn’t have to sell its Chrome web browser, but added that the company would have to share search data with its competitors.<a href="https://stocktwits.com/symbol/GOOGL">GOOGL stock</a> is up 22% year-to-date.<a href="https://stocktwits.com/symbol/AAPL">Apple Inc. (AAPL)</a>Apple shares surged more than 3% midday after the Google antitrust ruling allowed the search giant to continue its deal with the iPhone maker. Google’s deal with Apple allows its search engine to be the default option on the Safari browser.&nbsp; The deal is valued at over $20 billion per year.<a href="https://stocktwits.com/symbol/AAPL">AAPL stock</a> is down 5% year-to-date.<a href="https://stocktwits.com/symbol/SMR">NuScale Power Corp. (SMR)</a>NuScale shares soared over 13% in Wednesday’s midday trade after the company announced support for an agreement between ENTRA1 Energy and the Tennessee Valley Authority to deploy its Small Modular Reactor (SMR) technology. The company said this is the largest SMR deployment in U.S. history.<a href="https://stocktwits.com/symbol/SMR">SMR stock</a> is up 134% year-to-date.<a href="https://stocktwits.com/symbol/M">Macy’s Inc. (M)</a>Macy’s shares surged more than 18% after the company’s second-quarter (Q2) results beat Wall Street expectations. Macy’s reported earnings per share (EPS) of $0.44 on revenue of $4.81 billion, while analysts expected EPS of $0.18 on revenue of $4.7 billion, according to Stocktwits data.<a href="https://stocktwits.com/symbol/M">M stock</a> is down 6% year-to-date.<a href="https://stocktwits.com/symbol/BRKR">Bruker Corp. (BRKR)</a>Bruker shares fell nearly 13% midday on Wednesday after the diagnostics solutions company announced the sale of a $600 million convertible stock offering.<a href="https://stocktwits.com/symbol/BRKR">BRKR stock</a> is up 88% year-to-date.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-gm-ford-ev-sales-to-decline-50-trump-ends-federal-ev-tax-credits/chwTCG7Rd8o">Tesla, GM, Other EV Sales To Tumble By 50% As Trump Ends Federal EV Credits Later This Month, Says Expert: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A bull statue and a bear statue stand outside the Frankfurt Stock Exchange on April 7, 2025 in Frankfurt, Germany

Alphabet, Apple, NuScale, Macy’s, Bruker: Stocks Making The Biggest Moves Today

Alphabet shares surged 9% in Wednesday’s midday trade after the tech giant dodged hefty penalties in an antitrust case involving its business practices in the U.S. search market.

Equity

Macy's Q2 Earnings Beat Estimates, Comps Rise Y/Y, FY25 View Up

M posts solid Q2 results, with comps climbing across brands, prompting the retailer to raise its fiscal 2025 guidance.

Nasdaq Lifts Pre-Markets in Green

Macy’s (M) CEO Tony Spring said on Wednesday that customers across all its banners have remained resilient through the first half of the year and the second quarter to date.“However, given the uncertainty regarding the impact of tariffs on demand, we believe it's prudent to continue to incorporate a more choiceful consumer into our guidance for the remainder of the year,” Spring said on a post-earnings call.Shares of Macy’s were up over 21% in the early trading session after the department store chain raised its annual profit and sales forecast.Retail sentiment on Macy’s improved to ‘extremely bullish’ from ‘bullish’ territory, with message volumes at ‘extremely high’ levels, according to data from Stocktwits.<figure class="image"><img style="aspect-ratio:807/100;" src="https://news.stocktwits-cdn.com/M_sentiment_png_bc4e68cb17.webp" alt="M sentiment.png" width="807" height="100"><figcaption>M sentiment and message volume September 3, 2025, as of 9:25 am ET | Source: Stocktwits</figcaption></figure>The company now expects fiscal 2025 net sales of $21.15 billion to $21.45 billion, compared with the previous forecast of $21.0 billion to $21.4 billion. Macy’s forecast adjusted earnings per share (EPS) of $1.70 to $2.05, up from the prior expectation of $1.60 to $2.00.Telsey Advisory Group’s analyst Dana Telsey said that the company’s efforts to rightsize the store base should improve long-term profitability. However, she noted that near-term visibility for sales and profitability growth remains limited due to macro pressure, traffic, and tariff headwinds, as well as a competitive and potentially promotional retail landscape.Macy’s CFO, Thomas J. Edwards, said the company took proactive markdowns on remaining early spring products to maintain healthy inventories, and the flow-through of Macy’s products, which were brought under the 145% tariffs, primarily impacted the most recent quarter.The company’s second-quarter net sales of $4.81 billion topped Wall Street expectations of $4.70 billion, according to data compiled by Fiscal AI. Its adjusted EPS came in at $0.41, compared with estimates of $0.19.Macy’s shares have declined over 3% this year and gained about 7% 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/this-burrito-chain-got-an-upgrade-from-rothschild-on-strong-fundamentals/chwTzUXRd88">This Burrito Chain Got An Upgrade From Rothschild On Strong Fundamentals And Long-Term Growth Potential – Find Out More</a>

Retail traders remain bullish even as Macy's ends talks with Arkhouse and Brigade about a potential takeover.

Macy’s Stock Rockets 21% Today – CEO Says Consumer Sentiment Has Remained Strong So Far, But Warns Of Selective Spending Ahead

Macy’s now expects fiscal 2025 net sales of $21.15 billion to $21.45 billion, compared with the previous forecast of $21.0 billion to $21.4 billion.

Macy's (M) Reports Q2 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for Macy's (M) give a sense of how its business performed in the quarter ended July 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Macy's (M) Beats Q2 Earnings and Revenue Estimates

Macy's (M) delivered earnings and revenue surprises of +115.79% and +1.99%, respectively, for the quarter ended July 2025. Do the numbers hold clues to what lies ahead for the stock?

U.S. stocks appear set for a positive opening on Wednesday after a U.S. District Court ruling rejected a forced sale of Alphabet Inc.’s (GOOG) (GOOGL) Google Chrome web browser and the company’s lucrative search deal with Apple Inc. (AAPL).While Dow Jones futures were flat at the time of writing, the S&amp;P 500 futures rose 0.46%, and the tech-heavy Nasdaq 100’s futures gained 0.69%. Futures of the Russell 2000 index were down 0.17%.Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) was up 0.48% at the time of writing, while&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) gained 0.73% on Wednesday morning. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘bullish’ territory.Asian markets ended Wednesday’s trading session on a largely negative note, with the Shanghai Composite declining the most at 1.17%, followed by the Nikkei 225 at 0.91%, and the Hang Seng index at 0.67%.The KOSPI gained 0.38%, while the TWSE Capitalization Weighted Stock index closed 0.35% higher.Stocks To Watch<ul><li>Alphabet Inc. (GOOG) (GOOGL): Alphabet shares surged nearly 6% in Wednesday’s pre-market session after the company dodged hefty penalties in an antitrust case involving its business practices in the U.S. search market.</li><li>Apple Inc. (AAPL): Apple shares surged more than 3% pre-market after the Google antitrust ruling allowed the search giant to continue its deal with the iPhone maker. Google’s deal with Apple allows its search engine to be the default option on the Safari browser, and it is valued at more than $20 billion a year.</li><li>Taiwan Semiconductor Manufacturing Co. (TSMC):&nbsp;TSMC announced on Wednesday that the U.S. government will revoke its authorization to freely ship chips to its Nanjing site in China by the end of 2025. Taiwan’s economic ministry stated that the Nanjing site accounts for approximately 3% of TSMC’s total production capacity.</li><li>Macy’s Inc. (M): Macy’s shares soared more than 11% pre-market after the company’s second-quarter (Q2) results beat Wall Street expectations. Macy’s reported earnings per share (EPS) of $0.44 on revenue of $4.81 billion, while analysts expected EPS of $0.18 on revenue of $4.7 billion, according to Stocktwits data.</li></ul>&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-raises-13-billion-valuation-at-183-billion/chv6y46RdFf">Anthropic Raises $13B At $183B Valuation: Run-Rate Revenue Surges Five-Fold In 8 Months</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

People walk by the New York Stock Exchange

Nasdaq Futures Rise After Google Dodges Antitrust Penalty: GOOGL, AAPL, TSM, ZS Among Stocks To Watch

Nasdaq 100 futures gained 0.69% as investor sentiment turned positive following the Google antitrust ruling.

Will Macy's (M) Beat Estimates Again in Its Next Earnings Report?

Macy's (M) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Ciena Gears Up to Release Q3 Earnings: Here's What to Expect

CIEN's fiscal Q3 results are likely to reflect surging cloud provider revenues, WaveLogic traction and growing Blue Planet adoption despite margin pressures.

Macy's, Inc. engages in the retail of apparel, accessories, cosmetics, home furnishings, and other consumer goods. The firm's brands include Macy's, Bloomingdale's, and Bluemercury. It offers men's, women's, and children's apparel, women's accessories, intimate apparel, shoes, cosmetics, fragrances, as well as home and miscellaneous products. The company was founded by Rowland H. Macy in 1858 and is headquartered in New York, NY.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '25	-$0.16	--	--	N/A
Q2 '25	$0.19	$0.41	117.04%	BEAT
Q1 '25	$0.15	$0.16	6.80%	BEAT
Q4 '24	$1.54	$1.80	17.09%	BEAT
Q3 '24	$0.03	$0.04	30.86%	BEAT

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