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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is soaring after Dr. Patrick Soon-Shiong's compelling presentation underscored Anktiva's cancer-curing potential, fueling fervent community discussion about an impending short squeeze and speculation regarding a supportive mention during the State of the Union address.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending following Jim Cramer's positive mention, which has sparked an intense community debate over whether it signals a genuine rebound or a 'Cramer pump,' as investors weigh the company's strong fundamentals against recent dilution and broader fintech sector volatility.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending due to a mixed Q4 earnings report showing a revenue beat but significant losses and ongoing cash burn, compounded by recent workforce reductions and persistent dilution concerns. The community is sharply divided, with many questioning the company's long-term viability and leadership, while others highlight revenue growth and institutional investment as reasons for optimism.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending due to its advanced GaN and SiC power platforms, which are considered crucial for next-gen AI data centers and grid infrastructure, leading to optimism about potential 'generational gains' from hyperscaler engagements. However, the community is actively debating the high valuation and the urgent need for definitive, revenue-generating contracts to materialize from these promising evaluations.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending after its latest earnings report, which, despite a beat on Q4 estimates, disappointed investors with weaker-than-expected subscription revenue guidance for the upcoming fiscal year. This fuels community speculation about decelerating growth in the broader enterprise software sector and the potential disruptive influence of AI on established SaaS models.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibre is trending after its latest earnings report, which showed robust revenue growth but also compressed margins due to heavy investments and strong competition from rivals like Amazon in Latin America, fueling a sharp community debate between short-term profitability concerns and long-term market dominance.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending after its Q4 earnings surpassed expectations, showcasing robust revenue growth and continued restaurant expansion, signaling strong performance despite a challenging economic environment. This has ignited a debate among investors, with bulls emphasizing its growth trajectory and appeal over competitors, while bears warn of its high valuation and margin pressures.

HP Inc. is an information technology company, which engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.

HP Inc

HP Inc. is trending as its recent Q1 earnings, which saw a revenue and EPS beat alongside an "AI PC boom," are overshadowed by a cautious Q2 and full-year profit outlook, with the community actively debating significant cost pressures from memory chip shortages and tariffs against the company's attractive valuation and dividend.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is a top trending stock as rumors of a potential acquisition, specifically from fintech rival Stripe, fuel widespread speculation among the community about an impending bidding war from other major tech and financial players eyeing the undervalued payments platform.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axon is surging after delivering stellar earnings that significantly surpassed analyst expectations and providing a robust outlook, sparking widespread bullish sentiment and igniting a perceived short squeeze following a recent downturn. The community is noting CEO Rick Smith's emphasis on Axon's integrated hardware and software model, positioning it distinctively amid broader software market selloffs.

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<ul class="summary-bullets"><li>Palantir also strengthened its alliance with HD Hyundai in a deal reportedly worth ‘‘hundreds of millions of dollars”.</li><li>Both agreements were signed at the World Economic Forum (WEF) meeting in Davos, Switzerland.</li><li>CEO Alex Karp reportedly said Palantir remains firmly focused on the U.S. market and does not consider international corporate sales as a major priority.</li></ul>Palantir Technologies Inc. (PLTR) garnered retail buzz on Wednesday, driven by a series of partnerships to advance AI-based infrastructure.The stock slid 0.2% in pre-market trading on Wednesday, with <a href="https://stocktwits.com/symbol/PLTR">PLTR</a> among the top trending tickers on Stocktwits at the time of writing.Over the past 24 hours, message volumes on PLTR increased more than 200%, according to Stocktwits data. &nbsp;<h2 class="st-heading-2">Partnerships with S-AI and HD Hyundai</h2>Palantir tied up with UK-based AI firm Sovereign AI (S-AI) and Accenture to build next-generation sovereign AI data centers across Europe, the Middle East, and Africa, with plans to expand into Asia-Pacific. The collaboration will support the rollout of Dell AI Factory and NVIDIA-powered data centers designed to handle high-intensity AI workloads.Palantir’s Chain Reaction platform will help develop the full infrastructure lifecycle, from power generation to compute deployment, while Accenture will handle digital transformation, operations, and delivery.Prior to that, Palantir strengthened its alliance with HD Hyundai, its largest and longest-running partnership in South Korea. The partnership broadens the use of Palantir’s Foundry and AI Platform across shipbuilding, energy, construction equipment, robotics, and marine services. The partners also plan to establish a Center of Excellence to drive AI adoption across the HD Hyundai Group.According to a Reuters report on Tuesday, the HD Hyundai deal is worth ‘hundreds of millions of dollars’ to Palantir over several years.Both agreements were signed at the World Economic Forum (WEF) meeting in Davos, Switzerland.Speaking on the sidelines of the event, CEO Alex Karp reportedly said Palantir remains firmly focused on the U.S. market, adding that, outside of Korea, international corporate sales are not a major priority for the company."We're doing so well in America, we have to selectively engage abroad,” he said.<h2 class="st-heading-2">What Are Analysts Saying?</h2>Last week, Citi upgraded Palantir to ‘Buy from ‘Neutral’ and raised its price target to $235, citing expectations for significantly higher consensus estimates in 2026, according to The Fly. The firm sees accelerating enterprise adoption and rising defense budgets as key drivers, describing a potential “supercycle” for Palantir’s government business and forecasting a 70%-80% revenue growth in 2026.&nbsp;Separately, Truist initiated coverage with a ‘Buy’ rating and a $223 price target. Truist highlighted Palantir’s unique market position and strong exposure to AI adoption across both government and enterprise customers. The firm also expects Palantir to maintain healthy margins while benefiting from AI-driven revenue growth.<h2 class="st-heading-2">What Is Retail Saying?</h2>Sentiment on Stocktwits changed to ‘neutral’ from ‘bearish’ a day earlier.One user noted the stock breaking to the downside.<stembedurl>https://stocktwits.com/peloswing/message/642346837</stembedurl>Another bearish user saw the stock as overvalued.<stembedurl>https://stocktwits.com/GRTiVST/message/642384227</stembedurl>The stock has gained over 130% in the past year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-avr-stock-surge-pre-market-today/cmUDFTBR4fG">Why Did AVR Stock Surge Pre-Market Today?&nbsp;</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Palantir logo is displayed on a mobile phone with a financial stock graph seen in the background, in this photo illustration in Brussels, Belgium, on November 3, 2025.

PLTR Stock Garners Retail Attention On AI Infrastructure Deals At Davos

Palantir partnered with UK-based AI firm Sovereign AI (S-AI) and Accenture to build next-generation sovereign AI data centres across Europe, the Middle East, and Africa, with plans to expand into Asia-Pacific.

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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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