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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 experiencing a significant surge as it breaks out of a long consolidation period to reach new all-time highs, driven by investor confidence in its central role in the expanding AI infrastructure market. The community remains deeply divided, with bulls pointing to the company's dominant growth and infrastructure moat, while skeptics warn of a speculative bubble fueled by heavy capital expenditures and concerns over sustainable AI demand.

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 currently under pressure as investors react to broader concerns regarding the sustainability of high AI infrastructure spending, compounded by reports that OpenAI has missed internal growth targets. Community sentiment remains polarized, with some investors seeing the volatility as a buying opportunity given Oracle's massive contract backlog, while others express caution over the company's significant debt commitments.

Bed Bath & Beyond, Inc. engages in the provision of an e-commerce platform. It offers furniture and home furnishing products and services. The company was founded on May 5, 1997 and is headquartered in Murray, UT.

Bed Bath & Beyond Inc.

Bed Bath & Beyond Inc

Bed Bath & Beyond is trending as investors react to the company's recent quarterly earnings report, which highlighted a notable return to year-over-year revenue growth for the first time in nearly five years. The community remains sharply divided, with bulls pointing to CEO Marcus Lemonis's 'Everything Home' turnaround strategy and acquisition plans, while bears express skepticism regarding ongoing cash burn and the company's long-term viability.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is trending as investors focus on the company's transition into an AI infrastructure giant, driven by the anticipated energization of its massive Helios data center and its partnership with CoreWeave. While the community remains divided over the stock's sensitivity to Bitcoin volatility and a lack of specific contract updates, many are aggressively accumulating shares, viewing the current price as a discount ahead of earnings and future hyperscaler announcements.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors weigh high-growth AI infrastructure demand against profit-taking and sector-wide volatility. The community remains focused on the company's aggressive data center expansion and deployment of custom AI hardware as a key differentiator in a competitive market.

United Parcel Service, Inc. is a package delivery company, which engages in the provision of global supply chain management solutions. It operates through the following segments: U.S. Domestic Package, International Package, and Supply Chain Solutions. The U.S. Domestic Package segment includes time-definite delivery of letters, documents, and packages. The International Package segment focuses on delivery and shipments in Europe, Asia, the Indian sub-continent, the Middle East, Africa, Canada, and Latin America. The Supply Chain Solutions is involved in forwarding, logistics, Coyote, Marken, and UPS Mail Innovations. The company was founded by James E. Casey and Claude Ryan on August 28, 1907 and is headquartered in Atlanta, GA.

United Parcel Service, Inc. - Ordinary Shares - Class B

United Parcel Service, Inc.

UPS is trending as investors scrutinize its transition plan, specifically the aggressive cost-cutting measures, significant job reductions, and a strategic pivot away from low-margin Amazon volume to focus on higher-yield sectors. The community remains divided, with some betting on a long-term turnaround fueled by structural efficiency, while others express deep skepticism regarding management's ability to maintain competitiveness and profitability amid a challenging logistics landscape.

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 trending as retail investors push for a potential short squeeze, citing record-high short interest, limited share availability, and elevated borrow rates. The conversation is heavily focused on the company's pending acquisition of Northern Data and its deep strategic ties to Tether as catalysts for a significant valuation upside.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning, Inc. (GLW) is seeing intense volatility and active community debate following a mixed earnings reaction where strong revenue beats were overshadowed by cautious Q2 guidance and profit-taking after a massive year-to-date rally. Investors are actively weighing the company's long-term potential as a critical AI infrastructure and fiber optics play against immediate concerns over the stock's valuation, recent shelf offerings, and broader market sentiment regarding high-growth tech.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is experiencing significant price volatility following a robust quarterly earnings report that featured raised full-year guidance and strong momentum in AI infrastructure demand. While investors are debating whether the recent sell-off represents an attractive buying opportunity or a correction in a stretched AI-linked stock, community sentiment remains largely optimistic about the company's long-term growth and its strategic positioning in data center technology.

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Luxembourg.

Spotify Technology S.A.

Spotify is trending following a record-breaking earnings report that highlighted massive user growth and expanded profit margins, fueling discussions about its transition into a high-margin cash generator. While some investors remain cautious about slowing revenue growth and ongoing regulatory scrutiny, the community is actively debating the stock's potential for a short squeeze or a broader long-term recovery.

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<ul class="summary-bullets"><li>Morgan Stanley increased the price target for Lemonade to $85 from $80.&nbsp;</li><li>Tesla’s partnership puts the insurer ahead of competitors, Morgan Stanley says.&nbsp;</li><li>The firm indicated that pricing remains grounded in risk evaluation, suggesting a disciplined approach.</li></ul>Morgan Stanley has upgraded Lemonade Inc. (LMND) to an ‘Overweight’ rating, citing its emerging collaboration with Tesla Inc. (TSLA) as a catalyst that could reshape its long-term growth outlook.In January, the insurance provider introduced a new product for autonomous cars, initially targeting vehicles equipped with Tesla’s Full Self-Driving technology. (FSD)<a href="https://stocktwits.com/symbol/LMND">Lemonade stock</a> traded over 6% higher in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock changed to ‘neutral’ from ‘bearish’ territory the previous day. Message volume shifted to ‘low’ from ‘extremely low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2025_08_18_092502_png_4d549e99e9.webp" alt="LMND’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Mar. 17, 2026 | Source: Stocktwits" width="947" height="108"><figcaption>LMND’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Mar. 17, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">A First Mover Bet On Autonomous Insurance&nbsp;</h2>Morgan Stanley stated that Lemonade’s early involvement in the autonomous vehicle ecosystem "represents an important first step", according to TheFly. By working alongside Tesla, the insurer gains access to real-world driving data and operational insights, positioning it ahead of competitors in a space that is still developing.&nbsp;The firm sees this as a foundational move that could unlock future opportunities as self-driving adoption expands. Morgan Stanley also increased the price target for Lemonade to $85 from $80.&nbsp;<h2 class="st-heading-2">What Does It Mean For LMND’s Earnings Story?</h2>Lemonade has introduced a pricing incentive, offering a steep 50% discount on auto coverage when Tesla’s full self-driving mode is activated. Lemonade said drivers using the feature could see per-mile costs reduced by roughly half, reflecting internal data suggesting lower accident risk during automated operation.Despite this aggressive approach, Morgan Stanley noted that the company is not compromising on underwriting standards. The firm indicated that pricing remains grounded in risk evaluation, suggesting a disciplined approach even as it experiments with new models.Analysts expect Lemonade to deepen its exposure to autonomous driving over time, which could help scale its insurance platform. Morgan Stanley also believes this trajectory could “meaningfully improve” the company’s earnings profile over the longer term.LMND stock has declined over 18% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lululemon-heads-for-first-sales-drop-in-six-years-amid-leadership-turmoil/cZ33yCfRIQ8">Lululemon Heads For First Sales Drop In Six Years Amid Leadership Turmoil</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Lemonade, Inc. is displayed on a smartphone screen, with the company's bright pink branding visible in the background, on May 04, 2025, in Chongqing, China.

LMND Stock Rises Pre-Market: Morgan Stanley Backs Its Early Bet On Autonomous Vehicle Insurance

Morgan Stanley said Lemonade’s initial move into the self-driving vehicle space “represents an important first step.”

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5 Sector ETFs Rallying on Q2 Earnings Strength

GAMR, ALAI, ARKX, PFI and ONLN shine as strong Q2 earnings lift sectors from gaming and AI to retail and aerospace.


Upstart Holdings Inc (UPST) shares surged about 26% in the after-market trade on Tuesday after the company posted a surprise profit and its fourth-quarter revenue beat Wall Street’s estimates.On an adjusted basis, the company posted earnings of $0.26 per share for the three months ended Dec. 31, compared with average analysts’ estimate of a loss of $0.15 per share.According to Koyfin data, the company reported quarterly revenue of $218.96 million, compared with the average analysts’ estimate of $181.92 million.Its net loss narrowed to $2.8 million, compared with $42.4 million in the same period last year.Upstart’s total loans jumped to 245,663 from 129,664 in the year-ago quarter, while its transaction volumes rose 66% to $2.1 billion.Its revenue from fees rose to $199.28 million from $152.86 million last year.The company expects to post $1 billion in revenue in 2025, which, if it meets its projections, will be a record annual revenue for the AI lending platform.Upstart also forecast a net interest income (NII) of about $80 million in 2025 and said it expects to at least break even this year. The company last posted a net profit in 2021.“In Q4 of 2024, our business grew dramatically across all product categories, delivered Adjusted EBITDA at levels not seen since the first quarter of 2022, and came within a whisker of returning to GAAP profitability,” CEO Dave Girouard said. &nbsp;Retail sentiment on Stocktwits moved higher in the ‘extremely bullish’ (96/100) territory, while retail chatter was ‘extremely high.’<figure class="image"><img style="aspect-ratio:803/184;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/UPST_Feb_12_d313e05882.JPG" alt="UPST’s Sentiment Meter and Message Volume as of 01:34 a.m. ET on Feb. 12, 2025 | Source: Stocktwits" width="803" height="184"><figcaption>UPST’s Sentiment Meter and Message Volume as of 01:34 a.m. ET on Feb. 12, 2025 | Source: Stocktwits</figcaption></figure>Users speculated if the stock could hit $350 soon, a level it last touched in 2021.<stembedurl>https://stocktwits.com/Koapark/message/603873161</stembedurl><stembedurl>https://stocktwits.com/drabon74/message/603874169</stembedurl>Over the past year, <a href="https://stocktwits.com/symbol/UPST">Upstart stock</a> has nearly doubled.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/energy-transfer-stock-falls-after-market-on-q4-revenue-miss-retail-shrugs-it-off/ch5aJ3ERub">Energy Transfer Stock Falls After-market On Q4 Revenue Miss: Retail Shrugs It Off</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Upstart Holdings logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Upstart Holdings Stock Soars Aftermarket After Surprise Q4 Profit: Retail’s Exuberant

On an adjusted basis, the company posted earnings of $0.26 per share for the three months ended Dec. 31, compared with average analysts’ estimate of a loss of $0.15 per share.

Current Price	$57.97
Prev Close	$57.55
Open	$57.86
Dividend Yield	N/A
50-Day Moving Average	$55.03
Beta	N/A
Avg. Volume	20,153.42
PE Ratio	N/A

52-Week High	$60.12
52-Week Low	$51.57
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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