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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 the center of intense market debate after reporting a significant earnings beat and announcing a major dividend increase and stock buyback program. While bulls highlight the company's dominant AI infrastructure role and explosive financial growth, many traders are frustrated by the stock's muted post-earnings reaction and are actively discussing the possibility of institutional manipulation designed to expire options worthless.

Applied Digital Corporation

Applied Digital is trending as investors digest a major lease milestone that pushed contracted capacity past the 1GW threshold, fueling significant long-term growth optimism among the community. While the broader AI and data center sector is experiencing volatility ahead of key earnings, many investors are viewing the current price dip as an opportunity to add to positions based on the company's strong revenue backlog.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently the subject of intense community debate as investors weigh the company's long-term potential in the burgeoning space infrastructure sector against the dilution risks posed by a newly filed up to $3 billion equity offering. While some traders are locking in profits amid volatility and concerns over valuation, bullish long-term investors are aggressively buying the dip, citing the company's growing backlog and the broader market excitement surrounding the anticipated SpaceX IPO.

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 is facing intense volatility following a significant workforce reduction and mixed market reactions to its latest earnings report, prompting community debate over the company's long-term competitive moat against AI. While some investors see a bargain opportunity at current support levels, others are actively questioning whether AI disruption poses an existential threat to its core tax and accounting software business.

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 high volatility as investors balance a strong earnings beat against a softer fiscal outlook, with community sentiment deeply divided between those viewing the pullback as a buying opportunity and critics concerned about margin pressures and valuation. The active discussion is currently centered on the stock's significant decline from its highs, the potential impact of consumer spending shifts, and intense speculation regarding a possible short squeeze following recent negative price action.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is trending as traders debate a potential rebound, fueled by the launch of an AI-powered shopping integration with Google Gemini and optimism surrounding the upcoming World Cup. While bulls view the stock's significant decline as a generational buying opportunity, skeptics remain focused on weak fundamental metrics and ongoing competitive pressures in the athletic apparel space.

Target Corp. engages in the operation and ownership of general merchandise stores. It offers food and general merchandise, clothing and household goods, electronics, and toys. Its brands include A New Day, All in Motion, Art Class, Auden, AVA & VIV, Boots and Barkley, Brightroom, Bullseye's Playground, Casaluna, Cat & Jack, Cloud Island, Colsie, dealworthy, Embark, Everspring, Favorite Day, Figmint, Future Collective, Gigglescape, Good & Gather, Goodfellow & Co, Hearth & Hand with Magnolia, Heyday, Hyde & EEK! Boutique, JoyLab, Kindfull, Kona Sol, Made By Design, Market Pantry, Mondo Llama, More Than Magic, Opalhouse, Open Story, Original Use, Pillowfort, Project 62, Room Essentials, Shade & Shore, Smartly, Smith & Hawken, Sonia Kashuk, Spritz, Sun Squad, Threshold, Universal Thread, up&up, Wild Fable, Wondershop, Xhilaration, California Roots, Casa Cantina, The Collection, Headliner, Jingle & Mingle, Rosé Bae, Photograph, SunPop, and Wine Cube. The company was founded by George Draper Dayton in 1902 and is headquartered in Minneapolis, MN.

Target Corp

Target shares are gaining momentum following a strong quarterly performance that beat earnings expectations, signaling a potential turnaround for the retailer. Investors are closely monitoring the company's new leadership, store expansion initiatives, and ongoing efforts to capture growth through membership and grocery categories.

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 Co. Ltd. (MWC) is experiencing extreme volatility following a massive pre-market surge, fueling intense debate across the community over whether the price action is a legitimate reaction to its automotive software sector position or a classic pump-and-dump scheme. Investors are closely tracking the stock's sharp technical swings and high volume as they speculate on whether it can reclaim previous highs or if the rapid sell-off signals a permanent cooling period.

ASP Isotopes, Inc. is a pre-commercial stage advanced materials company, which engages in the development of technology and processes that will allow for the enrichment of natural isotopes into higher concentration products. Its products include medical, green energy, and Industrial isotopes. The company was founded by Paul E. Mann and Robert Ainscow on September 13, 2021 and is headquartered in Dallas, TX.

ASP Isotopes Inc

ASP Isotopes is experiencing high community engagement and volatility as investors weigh the company's ambitious helium and nuclear fuel supply agreements against significant frustration over delayed production timelines and unanswered questions regarding Si-28 isotope shipments. While recent strategic updates and institutional position increases have sparked bullish sentiment, skepticism remains high due to persistent management silence on concrete milestones and ongoing legal scrutiny.

Paimon SpaceX SPV Token (SPCX) offers investors exclusive access to SpaceX's growth potential through a British Virgin Islands Special Purpose Vehicle structure. Each token represents fractional ownership in the underlying SPV that invests in venture capital funds with SpaceX exposure. SPCX provides a unique opportunity to participate in the space industry's leading innovator. The token structure enables global qualified investors to access this premium late-stage venture equity that would typically be unavailable to most. SPCX is deployed on BNB Chain with plans for multi-chain expansion.

Paimon SpaceX SPV Token

Market excitement is surging following reports that SpaceX has selected the Nasdaq under the ticker $SPCX for a potential historic IPO in mid-June. Investors are actively debating the massive valuation, the impact on index-tracking funds, and the potential for spillover momentum into other space and aerospace-related equities.

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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.

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