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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>Reports earnings per share (EPS) of $0.89, compared to expectations of $0.76 per share.&nbsp;</li><li>Revenue surpassed projections, reaching $292 million, compared with analyst estimates of $288.98 million.&nbsp;&nbsp;</li><li>Daily active users (DAUs) increased by 21% year-over-year.</li></ul>Duolingo (DUOL) stock dropped 13% after-hours after the firm paved the way to adopt strategies to grow user engagement rather than boost financial metrics, casting a shadow over a robust Q1 earnings performance.&nbsp;The online language-teaching application reported first-quarter earnings of $0.89 per share, exceeding Wall Street expectations of $0.76. Revenue also surpassed projections, reaching $292 million against an anticipated $288.98 million.&nbsp;Duolingo plans to shift its strategy to prioritize user experience and long-term user retention over near-term monetization, as it invests in product quality to eventually boost the total user base.&nbsp;“In 2026, we’re adopting a strategy that will set us up to grow users more rapidly and build a larger, category-defining business, but that will lower our financial results in the short term,” said CEO Luis von Ahn in a letter to shareholders.&nbsp;The company said it expects bookings growth of about 10.5% for the year, with a slower pace in the second quarter before accelerating later in 2026. Duolingo has set a goal of reaching 100 million daily active users by 2028.&nbsp;"We are making long-term bets, and the returns on the investments we're making are going to be 2027 and beyond," Duolingo CFO Gillian Munson told Reuters.&nbsp;&nbsp;Daily active users rose 21% to 56.5 million, while paid subscribers increased 21% to 12.5 million, pointing to continued engagement across its global user base.&nbsp;<h2 class="st-heading-2">DUOL Q2 and 2026 Guidance&nbsp;</h2>The company left its 2026 guidance unchanged, while for the second quarter, it forecast revenue of about $295.5 million, slightly ahead of estimates of $294 million.&nbsp;<h2 class="st-heading-2">DUOL Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘extremely bullish’ with ‘high’ message volumes.&nbsp;One user appreciated the company's future trajectory.&nbsp;<stembedurl>https://stocktwits.com/sofranki/message/652240220</stembedurl>The stock has lost 37% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Duolingo logo appears on a smartphone screen in the Apple app store in this photo illustration in Ontario, Canada, on February 22, 2026.

DUOL Stock Tanks As Co Prioritizes User Engagement Over Growing Money

Duolingo beats Q1 revenue, earnings, and user base expectations, but future plans irk investors.

Equity

<ul class="summary-bullets"><li>In addition to the upfront payment of $8.875 billion, Thermo Fisher has agreed to $125 million in January 2027 and up to $400 million of earn-out payments based on the performance of the business in 2026 and 2027.&nbsp;</li><li>The transaction is expected to be completed by the middle of 2026.</li><li>Thermo Fisher expects the acquisition to be immediately accretive to its adjusted operating margin. &nbsp;</li></ul>Thermo Fisher Scientific Inc. (TMO) said on Wednesday that it has entered into a definitive agreement to acquire data solutions provider Clario Holdings for $8.875 billion in cash at close in a bid to accelerate its data capabilities and advance clinical research.In addition to the upfront payment, Thermo Fisher has <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://newsroom.thermofisher.com/newsroom/press-releases/press-release-details/2025/Thermo-Fisher-Scientific-to-Acquire-Clario-Holdings-Inc--Enabling-Pharma-and-Biotech-Customers-to-Accelerate-Innovation-with-Deeper-Clinical-Insights/default.aspx">agreed</a> to $125 million in January 2027 and up to $400 million in earn-out payments based on the performance of the business in 2026 and 2027, bringing the total deal value to $9.4 billion.<h2 class="st-heading-2">Transaction Impact</h2>The transaction is expected to be completed by the middle of 2026, subject to customary closing conditions and approvals from regulators. Upon closing of the deal, Clario will become part of Thermo Fisher’s Laboratory Products and Biopharma Services segment.Thermo Fisher expects the acquisition to be immediately accretive to its adjusted operating margin. It also expects the deal to add $0.45 of adjusted earnings per share in the first year after closing.For the full year 2025, Clario is expected to generate approximately $1.25 billion of revenue. Thermo Fisher added that Clario's business is expected to grow in the high single-digits under its ownership.Clario’s clinical trial endpoint data can support faster, more confident trial decisions, Thermo Fisher noted. Clinical trial endpoint data refers to the specific outcomes or events that are measured to determine whether the treatment being studied is effective and safe, and is essential for regulatory approvals in addition to pipeline development.Earlier this week, the Financial Times had reported that Thermo Fisher is nearing a takeover of Clario.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/TMO">TMO stock</a> fell from ‘bullish’ to ‘bearish’ territory over the past 24 hours while message volume fell from ‘high’ to ‘low’ levels.The latest acquisition marks Thermo Fisher’s third major acquisition this year, including the acquisition of Sanofi’s Ridgefield, New Jersey site to expand U.S. drug product manufacturing and the buyout of the purification and filtration business of Solventum (SOLV) for about $4 billion in cash.TMO stock is up by 7% this year and by about 2% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/adidas-apparel-surge-fuels-record-revenue-amid-tariff-turbulence/cLGZjg8R3wG">Adidas’ Apparel Surge Fuels Record Revenue Amid Tariff Turbulence</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Thermo Fisher Scientific raised its full-year adjusted EPS guidance to a new range of $21.35 to $22.07 | Image Source: Thermo Fisher

Thermo Fisher Adds Clario Holdings In A $9.4B Deal – Its Third Acquisition In 2025

Thermo Fisher expects the acquisition to be immediately accretive to its adjusted operating margin.

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Pacer Funds Trust - Pacer US Export Leaders ETF

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