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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 capturing intense market attention as investors weigh its critical role in the AI infrastructure cycle against high expectations, leading to heavy options activity and polarized community debates over whether results are already priced in. Participants are closely monitoring the upcoming earnings for clarity on future demand, sector growth, and management guidance that could impact the broader market trajectory.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is experiencing significant volatility and downward pressure ahead of its upcoming earnings report, with community sentiment split between those viewing the price drop as a "bear trap" or value buying opportunity and others concerned about insider selling and tariff impacts. Investors remain deeply divided on the stock's future, as many weigh the potential for a growth rebound driven by successful brand acquisitions against the risks of sector rotation and institutional manipulation.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares are seeing extreme volatility following earnings that topped analyst estimates but provided cautious forward guidance. The community remains sharply divided, with some investors accumulating shares on the dip as a long-term AI-driven growth play, while others fear the firm's business model faces existential disruption from emerging AI automation tools.

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 surging as investors react to bullish CEO commentary regarding positive GPS immunotherapy data, which is being framed as superior to current standards of care. The community is heavily focused on the potential for an imminent short squeeze and clinical milestones, creating a volatile environment as traders monitor institutional buying activity and the upcoming oncology conference presentation.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware is experiencing extreme volatility and heavy retail attention as traders speculate on its potential for a massive rally following a recent IPO. The community is actively debating whether the stock is a legitimate opportunity or a classic pump-and-dump scheme, with many watching for breakout levels while navigating multiple trading halts.

Applied Digital Corporation

Applied Digital is currently trending following a major lease announcement with a high-grade hyperscaler that pushed its contracted AI capacity past the gigawatt threshold, fueling significant community excitement about its long-term growth. Investors are actively discussing the stock's potential for further gains as it continues to expand its data center footprint, with many using the recent price volatility as an opportunity to add to their positions.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

AEVEX Corp. is drawing significant community interest following its strong debut, fueled by its operational role in defense-tech and autonomous drone systems. Traders are actively debating the company's valuation and growth potential against established peers, with many focused on its substantial backlog and ability to secure key U.S. government contracts in an evolving defense environment.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

Zcash is trending following news that the SEC has closed its three-year probe into the token, sparking a significant rally and community discussions regarding its potential to regain past highs. Traders are actively debating whether this movement represents a sustainable breakout or a temporary pump, while many enthusiasts highlight Zcash's privacy features and limited supply as catalysts for long-term growth.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending as investors debate the impact of advanced AI models like Anthropic's Mythos on cybersecurity software, with bullish sentiment focused on the stock's role in the new defensive infrastructure alongside Palo Alto Networks. While some community members worry about potential valuation compression and margin headwinds, others highlight the firm's critical platform expansion and persistent enterprise demand as institutional smart money continues to evaluate the sector's long-term resilience.

Syntec Optics Holdings, Inc. engages in the design and manufacture of optics and photonics enabled products. The company was founded in 1981 and is headquartered in Rochester, NY.

Syntec Optics Holdings Inc. - Ordinary Shares - Class A

Syntec Optics Holdings Inc

Syntec Optics (OPTX) is trending as investors react to its position as a domestic supplier of high-precision optics for defense, space, and AI infrastructure, further bolstered by recent defense purchase orders. The community is actively debating the company's growth potential against its financial positioning, with discussions focused on its role in the U.S. defense supply chain and its ability to scale production for LEO satellite and AR military programs.

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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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