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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is facing a significant sell-off after the DOJ unsealed an indictment charging three associatesincluding a co-founder and board memberwith a scheme to smuggle high-performance Nvidia-based servers to China. While the company stated it is not a named defendant and has taken disciplinary action, investors are reacting with intense volatility as the news reignites long-standing community concerns regarding the firm's governance, internal controls, and ties to leadership scandals.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is currently trending as investors closely monitor the pivotal Phase 3 REGAL trial for its lead candidate, GPS, following a recent corporate update that confirmed a strong cash position and ongoing progress. The community remains deeply divided, with bulls pointing to the potential for a curative outcome and a buyout scenario as the trial nears its final 80-event milestone, while bears express skepticism regarding trial design, the lack of transparency on interim event counts, and concerns over continued share dilution.

FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Freight, Corporate, Other, and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.

Fedex Corp

FedEx is trending following a strong quarterly earnings report where the company beat profit and revenue estimates, prompting management to raise their full-year guidance. Investors and the community are actively debating the sustainability of this growth amid ongoing industry pressures like fuel costs, parcel volume shifts, and the upcoming freight spin-off.

Tidal Trust II - Defiance Daily Target 2x Long SMCI ETF

Defiance Daily Target 2X Long SMCI ETF

Investors in the Defiance Daily Target 2X Long SMCI ETF (SMCX) are currently grappling with the aftermath of a reverse split and ongoing price volatility that has left many feeling trapped in significant losses. Community discussion is heavily focused on the effects of daily decay, frustration over market manipulation, and intense debate regarding whether the underlying asset can sustain a recovery sufficient to offset the impact of the split and negative sentiment.

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 as investors rotate into the space and defense sector, bolstered by strong recent earnings, a significant revenue beat, and a rapidly expanding government backlog. The community is actively discussing its momentum as a critical infrastructure play, with many noting its growing institutional support and potential to capitalize on heightened geopolitical demand for satellite imagery.

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 seeing significant market activity driven by a major partnership with Uber to deploy up to 50,000 autonomous R2 robotaxis, sparking intense debate among investors regarding the company's long-term scaling potential and ability to meet execution milestones. Community discussion remains polarized, with many cheering the validation from big tech as a massive growth catalyst while others remain skeptical of the timeline and the company's ongoing cash burn.

BRC Group Holdings, Inc. engages in the provision of financial services and solutions to the capital raising and financial advisory needs of public and private firms. It operates through the following segments: Capital Markets, Wealth Management, Financial Consulting, Auction and Liquidation, Communications, and Consumer. The Capital Markets segment provides investment banking, corporate finance, research, wealth management, and sales and trading services to corporate, institutional, and high net worth clients. The Wealth Management segment offers retail brokerage, investment management, and insurance, and tax preparation services. The Financial Consulting segment focuses on a variety of specialized advisory services spanning bankruptcy, restructuring, turnaround management, forensic accounting, crisis and litigation support, appraisal and valuation, real estate, and operations management. The Auction and Liquidation segment deals with retail liquidation services. The Communications segment is composed of a portfolio of companies acquired for attractive risk-adjusted investment return characteristics. The Consumer segment includes Targus and the Brands investment portfolio. The company was founded in 1973 and is headquartered in Los Angeles, CA.

BRC Group Holdings Inc.

B. Riley Financial Inc

B. Riley Financial is trending as investors weigh significant debt reduction moves and anticipation of the upcoming 10-K filing against persistent short selling pressure. The community is focused on the potential for a squeeze, highlighting the firm's concentrated insider ownership and its substantial stake in Babcock & Wilcox as key catalysts for a potential rerating.

Tower Semiconductor Ltd. engages in providing semiconductor solutions. It also offers technology and manufacturing platforms for integrated circuits (ICs) in growing markets such as consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense. It focuses on creating positive and sustainable impact on the world through long term partnerships and its advanced and innovative analog technology offering, comprised of a broad range of customizable process platforms such as SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, integrated power management (BCD and 700V), and MEMS. Its designs enable a quick and accurate design cycle as well as process transfer services including development, transfer, and optimization, to IDMs and fabless companies. The company was founded in 1993 and is headquartered in Migdal Haemek, Israel.

Tower Semiconductor Ltd.

Tower Semiconductor is currently trending as the community closely monitors the potential regulatory hurdles facing its acquisition by Intel, with many investors debating the stock's valuation as a standalone entity versus its buyout price. Enthusiastic discussion remains centered on the company's silicon photonics technology and its strategic importance within the AI infrastructure supply chain, keeping sentiment highly charged around both deal-related news and long-term industrial potential.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is seeing intense volatility driven by speculation around its role in the AI optical supply chain, with the community sharply divided between bulls betting on a semiconductor bottleneck squeeze and bears warning of a potential rug pull due to insider selling and lackluster revenue growth. Traders are actively debating the sustainability of the stock's massive year-to-date run, with significant focus on unusual options activity and fears of a dilutive equity offering given the company's limited cash position.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

The Fundrise Innovation Fund has triggered intense community interest and significant volatility following its NYSE debut, with traders closely monitoring its limited free float and restricted share structure. Discussions are heavily focused on the potential for massive price swings, with many participants comparing the momentum to other high-profile, low-float IPOs while debating the merits of holding versus attempting to trade the premium over net asset value.

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<ul class="summary-bullets"><li>Evercore ISI cut its price target on Spotify to $700 from $750 and kept an ‘Outperform’ rating.&nbsp;</li><li>Canaccord analyst Maria Ripps said that its lowered target on Spotify comes amid a lower multiple applied to its 2027 revenue estimate.</li><li>In the latest quarter, Spotify’s monthly active users grew 11% year-on-year to 751 million, while its premium subscribers jumped 10% higher to 290 million.</li></ul>Spotify Technology (SPOT) on Tuesday reported fourth-quarter (Q4) 2025 results, posting better-than-expected earnings and a growth in users.Despite the upbeat results, the audiostreaming company received a sleuth of downgrades from Wall Street analysts.Evercore ISI cut its price target on Spotify to $700 from $750 and kept an ‘Outperform’ rating. Jefferies also lowered its price target on the company to $650 from $750 and maintained a ‘Buy’ rating.Canaccord lowered Spotify’s pierce target to $750 from $850 and kept a ‘Buy’ rating on its shares.<a href="https://stocktwits.com/symbol/SPOT">Shares of SPOT </a>were up nearly 15% at the time of writing.<h2 class="st-heading-2">Analyst Rationale</h2>According to TheFly, Evercore said that while Spotify’s Q4 results were fundamentally and relatively good, the analyst said that its FY26 and FY27 estimates have changed, with revenue reducing about 4%-5% and operating income down 3%-5%.However, Evercore added that it continues to view Spotify as the global leader in streaming audio, supported by accelerating monetization, durable user growth, and improving profitability.Meanwhile, Jefferies said that Spotify’s Q4 results reinforce its positive view on the stock and Q1 gross margin guidance of 32.8% suggests label wholesale price increases won't pressure margins. However, the analyst noted that Spotify’s first-quarter (Q1) subscriber guidance of 3 million additions quarter-over-quarter was below the street’s expectation of 4 million.&nbsp; However, Jefferies said that it doesn't view this as an issue, given Spotify's historical pattern of guiding to 2 million to 3 million quarter-over-quarter in Q1 consistently across the past four years.Canaccord analyst Maria Ripps said that Spotify reported "solid" Q4 results, with all key metrics coming in ahead of expectations. Despite hitting its 14-month low in recent trading sessions, shares continue to trade at an "attractive valuation," the analyst said. However, the lowered target comes amid a lower multiple applied to the firm's 2027 revenue estimate, the analyst said.<h2 class="st-heading-2">Earnings Snapshot</h2>In the latest quarter, Spotify’s monthly active users grew 11% year-on-year to 751 million, while its premium subscribers jumped 10% higher to 290 million.The company posted net income of €1.17 billion ($1.39 billion) or €4.43 a share, up from €367 million, or €1.76 a share, a year earlier. Analysts, on average, were expecting a profit of roughly €2.78 a share, according to data from Fiscal.ai. Meanwhile, Spotify’s quarterly revenue increased 7% to €4.5 billion.In the upcoming quarter, Spotify projects €4.5 billion in revenue, €660 million in operating income, and for total premium users to rise to 293 million by adding 3 million net new subscribers.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around SPOT shares jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours.Meanwhile, message volumes jumped from ‘high’ to ‘extremely high’ territory, climbing 720% in the past 24 hours, according to Stocktwits data from Tuesday morning.One user noted that the latest earnings did not include Spotify’s recent U.S. subscription price increases. The user said that 2026 was going to be strong for the company.<stembedurl>https://stocktwits.com/Crafan/message/644562273</stembedurl>&nbsp;Shares of SPOT have declined nearly 25% in the past year.Exchange Rate: 1 Euro = 1.19 USDFor updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Spotify Q4 Earnings Beat Expectations — So Why Did The Street Lower Its Price Target?

Evercore said that its FY26 and FY27 estimates have changed, with revenue reducing about 4%-5% and operating income down 3%-5%. 

Equity

<ul class="summary-bullets"><li>StubHub declined to provide a fourth-quarter outlook.</li><li>The company cited shifts in the timing of ticket sales.</li><li>Q3&nbsp;revenue stood at $468 million, marking an 8% year-on-year increase.</li></ul>StubHub shares tumbled over 26% on Friday after the ticket reseller declined to provide guidance for the fourth quarter, due to shifts in the timing of ticket sales.&nbsp;In its third-quarter earnings call, Eric Baker, Founder, Chairman, and Chief Executive Officer of StubHub, said the company is observing a shift in the timing of concert onsales.&nbsp;<h2 class="st-heading-2">Long Term View</h2>Baker said that the company intends to share updated 2026 guidance during its next earnings call and aims to navigate current pricing challenges by May 2026.“Several large tours that would typically go on sale in the fourth quarter occurred earlier in late September.”&nbsp;-Eric Baker, Founder, Chairman, and CEO, StubHub.&nbsp;“It remains to be seen how this concert on-sale timing dynamic plays out in November and December,” Baker added.However, on Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/STUB">StubHub’s stock</a> jumped to ‘extremely bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘low’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Third-Quarter Performance&nbsp;</h2>Quarterly revenue reached $468 million, marking an 8% year-on-year increase. The loss per share stood at $4.27. The company noted that its gross merchandise sales climbed to $2.4 billion, reflecting an 11% increase YoY.&nbsp;Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) rose to $67 million, up 21% YoY, resulting in a 14% margin. StubHub posted a net loss of $1.3 billion for the quarter. The company stated that the figure resulted from a one-time charge associated with stock-based awards that had accumulated over multiple years and were recognized at the time of its initial public offering.STUB stock has lost over 32% of its value since its September listing.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-ai-roadmap-draws-analyst-confidence-prompting-multiple-target-price-hikes/cLPQQzbRE40">Nvidia’s AI Roadmap Draws Analyst Confidence, Prompting Multiple Target Price Hikes</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the StubHub logo and webpage are displayed on a cell phone and computer monitor.

Why Did StubHub’s Stock Plunge 26% Today?

StubHub declined to provide a fourth-quarter outlook.

CEO Eric Baker stated that the company plans to provide updated 2026 guidance during its next earnings call.

Popstar Taylor Swift is releasing her 12th album, titled "The Life of a Showgirl," announcing the development rather casually in a podcast teaser posted on Instagram early Tuesday.Swift, the richest female musician alive with an estimated net worth of $1.6 billion, talked about the new album during a cameo on the New Heights podcast hosted by boyfriend Travis Kelce and his brother.“So I wanted to show you something,” she said, pulling a vinyl from a briefcase. “This is my brand new album, The Life of a Showgirl.” The full podcast episode&nbsp;has not been released yet, and the official album release date remains unknown.Pop Crave, a notable pop culture and media newsletter, noted that Swift created a new Spotify playlist featuring 22 songs, all of which have been produced by Max Martin and Shellback, according to an&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PopCrave/status/1955128479349084590">X post</a>.Her new album is rumoured to be produced by the duo, according to Pop Crave.Swift’s music, with its relatable lyrics and vivid storytelling, has shaped the tastes of a generation of teenagers in the United States and worldwide. More recently, her public stands on fashion, politics, and even economics have further established her as one of the most influential artists today.Swift’s recent "Eras Tour" was the highest-grossing concert tour ever, raking in over $2.07 billion across 149 shows.The development comes over a year after the release of Swift's previous album, which dominated global charts.&nbsp;The new release is poised to boost revenue for Republic Records, one of the key labels of <a href="https://stocktwits.com/symbol/UMGNF/sentiment">Universal Music Group (UMGNF)</a>,&nbsp;which&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/2025/07/22/business/universal-music-group-ipo.html">filed</a> for a U.S. initial public offering last month.Tencent owns 20% of Universal Music Group, Bill Ackman’s Pershing Square holds about 7.6%, while the Bolloré family (including Vivendi’s 10% stake) controls roughly 28%.Hilversum, Netherlands-headquartered UMG recently reported second-quarter earnings that missed estimates, partly due to weak merchandise sales, according to Bloomberg.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Taylor Swift attends the 67th Annual GRAMMY Awards on February 02, 2025 in Los Angeles, California. (Photo by Matt Winkelmeyer/Getty Images for The Recording Academy)

Taylor Swift Drops Surprise Album Reveal On Travis Kelce’s Podcast: Boost Loading For Universal Music Group?

“This is my brand new album, The Life of a Showgirl,” she said, according to a podcast teaser posted on social media. 

Taylor Swift Drops Surprise Album Reveal On Travis Kelce’s Podcast

“This is my brand new album, The Life of a Showgirl,” she said, according to a podcast teaser posted on social media. 


Shares of Dolby Labs, Inc. ($DLB), a developer of audio, imaging and voice technologies for cinema, home theaters, PCs, mobile phones, and games, are in the spotlight following rumors that Alphabet, Inc.’s ($GOOGL) ($GOOG) Google and Samsung would push a new standard called Eclipsa Audio that would rival Dolby’s Atmos.Dolby Atmos is a surround-sound technology that creates three-dimensional audio and provides the most immersive sound experience. It is now the most-selling point for TVs and sound bars on the market.The Verge<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.theverge.com/2025/1/3/24335170/samsung-google-eclipsa-spatial-audio-format-2025-tvs"> reported</a> on Friday that Google-Samsung’s Eclipsa Audio will offer 3D audio experiences on certain YouTube videos later this year and support for this will be available across Samsung’s 2025 lineup of TVs and soundbars.The report said Samsung hasn’t actively supported Dolby Vision HDR for dynamic HDR metadata and has, in turn, used HDR10 Plus.Eclipsa would provide an open-source alternative and it could eventually become a free alternative to Dolby Atmos. It would also support adjustment of&nbsp;&nbsp;“audio data such as the location and intensity of sounds, along with spatial reflections'' for a 3D experienceSamsung and Google first announced the partnership to jointly develop an advanced 3D spatial audio technology in late 2023, calling it “Immersive Audio Model and Formats.’’ It was adopted by the Alliance for Open Media (AOM), a group that has been pushing for royalty-free codec support since 2015, in Oct. 2023, AOM comprises Amazon, Apple, Cisco, Google, Meta, Nvidia, and Microsoft, among others.<a href="https://stocktwits.com/symbol/DLB">Dolby stock</a>, which lost over 8% in 2024, ended Friday’s session up 0.51% at $78.19.<figure class="image"><img style="aspect-ratio:635/137;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/google_sentiment_c74a5efbfe.png" alt="google-sentiment.png" width="635" height="137"><figcaption>DLB sentiment and message volume January 6, 2025, &nbsp;as of 12:55 am ET | Source:&nbsp;Stocktwits</figcaption></figure>On Stocktwits, sentiment toward Alphabet stock is ‘neutral’ (45/100), with message volume remaining ‘low.After a strong rally into the year-end 2024 amid multiple new technology announcements,&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet stock</a> has cooled off.&nbsp;An Alphabet watcher on Stocktwits said the stock could challenge $193.5 resistance, and a break above the level would position it to push to new all-time highs.<stembedurl>https://stocktwits.com/TheStockTraderHub/message/59888008</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/getty-images-rumored-to-be-in-merger-talks-with-shutterstock/chG5QwFRlH">Getty Images Rumored To Be In Merger Talks With Shutterstock: Retail Sees Potential Combination As ‘Win-Win’ Proposition</a>

Multi-colored discs with different radius forming a sound wave.

Dolby Stock In Focus As Google-Samsung Prepare Free Rival to Atmos 3D Audio Tech; Alphabet Faces Retail Pushback

According to a Verge report Google-Samsung’s Eclipsa Audio will offer 3D audio experiences on certain YouTube videos later this year

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