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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group Corp. (DJT) is trending amidst community concerns over new global tariffs imposed by Donald Trump after the Supreme Court struck down previous ones, coupled with a filing that could allow Trump's trust to sell a substantial amount of stock, fueling fears of dilution and the stock's long-term viability.

The Kraft Heinz Co. engages in the manufacture and market of food and beverage products. It operates through the North America and International geographical segments. The company was founded on July 2, 2015, and is headquartered in Pittsburgh, PA.

Kraft Heinz Co

Kraft Heinz is actively discussed as it pivots away from its planned company split and commits to a significant domestic investment, with community sentiment boosted by the new CEO's strategic direction, a substantial dividend yield, and potential benefits from recent Supreme Court tariff decisions.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubrik (RBRK) is trending amidst a significant sell-off in the cybersecurity sector, largely triggered by initial market concerns over Anthropic's Claude Code Security, though many in the community argue RBRK, focused on post-breach recovery and resilience, has negligible exposure and could even benefit from increased AI-driven threats. Despite strong preliminary Q4 results and analysts maintaining buy ratings, the stock has been pressured by broader software valuation compression, creating a stark divide between those calling it 'garbage' and others seeing a 'buying opportunity' given its critical role in data security and robust fundamentals.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending as a new wave of 15% global tariffs enacted by Trump, following a Supreme Court decision, ignites fears of a market downturn among bears, while bulls remain hopeful for a swift reversal amidst broader economic uncertainty and an ongoing crypto sell-off.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending due to contrasting views on its aggressive AI cloud expansion, with recent Air Force and CMS contracts bolstering bullish sentiment, while significant debt, ongoing legal challenges, and general AI bubble fears fuel bearish concerns among investors. The community is actively debating whether its massive capital expenditures for AI infrastructure will yield long-term dominance or lead to further financial strain.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

Figure Technology Solutions faces intense scrutiny and a sharp price decline, attributed by some to a major bank's downgrade and "pump and dump" concerns; meanwhile, a bullish segment of the community views the current dip as a generational buying opportunity for its blockchain-native lending platform ahead of expected strong earnings.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is surging following overwhelmingly positive Phase 2 S-OLARIS trial results for sonelokimab in axial spondyloarthritis, which showcased an 81% ASAS40 response rate and early signs of disease modification. The community is buzzing with extreme bullishness, citing these best-in-class results, robust financials, and anticipated short-covering as key drivers ahead of a highly awaited Investor Day.

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

AXTI is trending as preliminary revenue results, driven by robust demand for its critical compound semiconductor substrates in AI/data center connectivity, surpassed expectations. This positive momentum, further bolstered by recent China export permit approvals, highlights community discussion around its pivotal role in the burgeoning AI optical supply chain.

JFrog Ltd. engages in the provision of an end-to-end, hybrid, universal development operations platform that powers and controls the software supply chain, which enables organizations to continuously and securely deliver software updates across any system. It operates through the following geographical segments: United States, Israel, India, and Rest of World. The firm is also involved in creating software delivered without friction from developer to device. The company was founded by Frederic Simon, Shlomi Ben Haim, and Yoav Landman in 2008 and is headquartered in Sunnyvale, CA.

JFrog Ltd

JFrog is trending due to a significant sell-off stemming from concerns about potential disruption from Anthropic's new AI-driven code security offering. While some investors view this as an overreaction and a buying opportunity, others are speculating on further downside amid broader weakness in the software sector.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

The VanEck Semiconductor ETF (SMH) is trending at new highs, primarily driven by robust demand for AI chips and infrastructure, as validated by strong earnings and positive guidance from key component companies. While this sustained growth fuels strong bullish sentiment, it also sparks an intense community debate regarding the sector's "parabolic" run and potential overvaluation, with some pointing to cooling GPU rental rates as a cautionary sign.

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Mizuho Boosts Orion (NYSE:OEC) Price Target to $5.25

Mizuho lifted their target price on Orion from $4.50 to $5.25 and gave the stock an "underperform" rating in a research report on Wednesday...

Heartland Advisors Inc. Lowers Holdings in Orion S.A. $OEC

Heartland Advisors Inc. trimmed its position in shares of Orion S.A. (NYSE:OEC - Free Report) by 66.7% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned...

Orion Q4 Earnings Call Highlights

Orion (NYSE:OEC) reported fourth-quarter and full-year 2025 results that management said came in better than expected, driven by stronger-than-forecast volumes and improved specialty mix. Executives...

Orion (NYSE:OEC) Releases Earnings Results, Misses Estimates By $0.26 EPS

Orion (NYSE:OEC - Get Free Report) released its quarterly earnings results on Tuesday. The specialty chemicals company reported ($0.34) earnings per share for the quarter, missing the consensus...

Orion (OEC) Reports Q4 Loss, Tops Revenue Estimates

Orion (OEC) delivered earnings and revenue surprises of -353.33% and +1.77%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

Orion S.A. Reports Full Year 2025 and Fourth Quarter Earnings

Orion S.A. (NYSE: OEC), a specialty chemical company, today reported full year 2025 Net sales of $1.8 billion in 2025, a 4% decrease from the prior year, consisting of a 7% decline in price...

Orion S.A. (NYSE:OEC) Sees Large Growth in Short Interest

Orion S.A. (NYSE:OEC - Get Free Report) was the target of a significant increase in short interest in January. As of January 30th, there was short interest totaling 1,181,956 shares, an increase of...

Axalta Coating Systems (AXTA) Misses Q4 Earnings Estimates

Axalta Coating Systems (AXTA) delivered earnings and revenue surprises of -2.40% and +0.14%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

Orion (OEC) Expected to Announce Quarterly Earnings on Tuesday

Orion (NYSE:OEC) will be releasing its Q4 2025 earnings before the market opens on Tuesday, February 17. (View Earnings Report at...

Orion S.A. to Participate in Upcoming Investor Conferences

Orion S.A. (NYSE: OEC), a global specialty chemicals company, today announced participation in upcoming investor conferences. Orion will attend the: New York Stock Exchange (NYSE) Investor Access Day...

Orion SA engages in the production and supply of carbon black. It operates through the Specialty Carbon Black and Rubber Carbon Black segments. The Specialty Carbon Black segment manufactures specialty carbon black at multiple sites for a broad range of specialized applications. The Rubber Carbon Black segment is used in the reinforcement of rubber in tires and mechanical rubber goods. Specialties are used as pigments and performance additives in coatings, polymers, printing and special applications. The company was founded on April 13, 2011 and is headquartered in Senningerberg, Luxembourg.

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Orion Engineered Carbons S.A.

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