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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending as Novo Nordisk files a lawsuit over alleged unapproved GLP-1 copycats, leading Hims to halt its compounded weight-loss pill amid regulatory scrutiny and sparking intense community debate on the company's prospects.

SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

SMX is trending following a $250 million capital commitment designed to extend its operational runway through 2028, sparking intense community debate between those who see it as a strong foundation for its traceability technology and critics wary of past dilution and extreme volatility.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is trending following its mixed financial results, which showed solid profitability but offered a conservative revenue outlook for future periods, sparking a significant sell-off. The community is sharply divided, with many decrying the market's "ridiculous overreaction" and viewing the dip as a generational buying opportunity, while others remain cautious regarding the revised guidance.

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 actively discussed as its Eagle Line pilot production goes live, with a viral tech video sparking community debate on the company's solid-state battery advancements, potential OEM partnerships, and the path to commercialization ahead of its anticipated earnings.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

Monday.com (MNDY) is trending sharply lower after providing a weaker-than-expected revenue outlook, despite beating Q4 earnings and revenue estimates. The community is actively debating whether this sell-off is an overreaction or a legitimate concern that AI advancements pose a significant threat to its business model.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is trending following its Q4 earnings, where an EPS beat was overshadowed by a revenue miss, though management's optimistic 2026 guidance for improved steel prices and a value-accretive expiring slab contract is fueling discussion. The community is highly focused on the anticipated strategic partnership with POSCO and whether this, combined with favorable trade policies, will finally drive a significant turnaround for the steel producer.

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl Holdings is trending after cutting its earnings outlook and disclosing a financial reporting review by the SEC, alongside executive exits, which has led the community to speculate about potential financial irregularities and bankruptcy, while others see an overblown market reaction for the IBM spin-off in the evolving IT services sector.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean's all-stock agreement to acquire Valaris aims to create an offshore drilling industry leader poised for an emerging upcycle, sparking community debate over whether this strategic consolidation will reduce debt and ignite a short squeeze despite the immediate negative stock reaction.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending after Morgan Stanley initiated coverage with an "Overweight" rating and a substantial price target, validating its strategy to convert Bitcoin mining infrastructure into high-performance computing data centers. The community is actively discussing the potential for a short squeeze and the company's strong position to capitalize on increasing AI infrastructure spending by hyperscalers, despite some ongoing volatility and perceived correlation to Bitcoin.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is buzzing with renewed investor interest following Tether's substantial financial commitments and the Northern Data acquisition, which is set to boost its AI and cloud infrastructure. The community is eagerly anticipating a short squeeze, citing record-high short interest and Tether's strategic backing as key catalysts for growth.

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The Indian metal sector has been gaining traction, supported by infrastructure spending, firm domestic demand, and favorable global cues.SEBI-registered analyst&nbsp;<a href="https://stocktwits.com/Srireddy2075">Srinivasa Reddy</a> outlined a bullish outlook for July, noting the Nifty Metal Index rose 1.16% intraday to 9,675.95 on Wednesday, with 12 of 15 constituents advancing.&nbsp;<stembedurl>https://stocktwits.com/Srireddy2075/message/619719333</stembedurl>Reddy attributed the sector’s momentum to four key drivers: ongoing infrastructure projects, a recovery in China’s manufacturing output, capacity expansion by leading companies, and policy support such as the production-linked incentive scheme for specialty steel and proposed safeguard duties on steel imports.According to Reddy, recent strong fourth-quarter earnings from Tata Steel and Vedanta have reinforced sentiment.&nbsp;The Nifty Metal Index has gained 4.04% over the past 30 days and now sits just 6.2% below its 52-week high.Among stocks, Reddy highlighted&nbsp;<a href="https://stocktwits.com/symbol/WELCORP.NSE">Welspun Corp</a> for its export orders and ongoing capacity expansion.<a href="https://stocktwits.com/symbol/JSWSTEEL.NSE">JSW Steel</a> was flagged for its aggressive capacity plans and focus on green steel.Reddy has set a bullish price target of ₹1,200 on JSW Steel by September 26, starting from ₹1,058.20.<stembedurl>https://stocktwits.com/Srireddy2075/message/619720255</stembedurl><a href="https://stocktwits.com/symbol/TATASTEEL.NSE">Tata Steel</a> was noted for its integrated operations and emphasis on value-added products.<a href="https://stocktwits.com/symbol/JINDALSTEL.NSE">Jindal Steel &amp; Power</a> was recognized for its green steel initiatives and efficiency improvements.<a href="https://stocktwits.com/symbol/SAIL.NSE">SAIL</a> drew attention for benefiting from government support and downstream investments.<a href="https://stocktwits.com/symbol/HINDALCO.NSE">Hindalco</a> stood out for its strong position in the aluminum segment.<a href="https://stocktwits.com/symbol/NLC">Nalco</a> was highlighted due to favorable global aluminum price trends.<a href="https://stocktwits.com/symbol/VEDL.NSE">Vedanta</a> was mentioned for its recent performance and expansion in the zinc and aluminum sectors.Reddy named JSW Steel, Tata Steel, Hindalco, NALCO, Vedanta, and Welspun Corp as his top picks for the medium term, pointing to their strong positioning in India’s infrastructure and manufacturing growth.&nbsp;He added that their global exposure and expansion plans put them in a good spot to benefit from the current metal upcycle.For updates and corrections, email newsroom[at]stocktwits[dot]com.

July Metal Sector Outlook: SEBI RA Flags JSW Steel, Tata Steel, Welspun, Vedanta As Top Picks

The Nifty Metal Index has climbed 4% over the past month and now sits just 6.2% below its 52-week high, supported by strong earnings, infrastructure demand, and favorable policy cues. 

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