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SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

SMX is actively trending as the community focuses on its ultra-low float and significant short interest, fueled by the company's plans to scale its blockchain-based Plastic Cycle Token traceability system. Traders are discussing the strong potential for a short squeeze, drawing comparisons to its own previous parabolic runs and other low-float, high-volatility stocks. The prevailing sentiment is highly bullish, with many anticipating continued upward momentum as short sellers face increasing pressure.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital (APLD) is a top trending stock as investors eagerly await its upcoming earnings report, which is expected to provide critical updates on hyperscaler contracts and the ChronoScale spin-off. The community is buzzing with discussions of a potential short squeeze, fueled by high short interest and recent bullish analyst coverage, as many anticipate strong forward guidance to solidify APLD's position in the rapidly expanding AI infrastructure sector.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending due to a notable, prolonged downtrend, surprising many given the broader market's rally, with community members expressing frustration over consistent red days. Traders are actively debating whether the stock is oversold, presenting a buying opportunity, or if concerns about its AI strategy and the Vision Pro's reception signal further weakness. Recent news of JPMorgan reportedly taking over the Apple Credit Card from Goldman Sachs adds to the conversation amid calls for the company to deliver a significant catalyst.

SU Group Holdings Ltd. engages in the provision of security-related engineering services, and security guarding and screening services. It operates through the Security-Related Engineering Services and Security Guarding and Screening Services segments. The company was founded by Ming Chan in 1998 and is headquartered in Hong Kong.

SU Group Holdings Ltd. - Ordinary Shares - Class A

SU Group Holdings Ltd

SU Group Holdings Ltd (SUGP) is trending due to its ultra-low float and significant short interest, with community discussion heavily emphasizing its potential for a short squeeze akin to previous explosive moves seen in similar stocks like $SMX. Traders are keenly awaiting upcoming earnings and contract news as potential catalysts, anticipating a breakout above key price levels driven by these strong technical indicators.

Regencell Bioscience Holdings Ltd. is a early-stage bioscience company that focuses on research, development and commercialization of Traditional Chinese Medicine for the treatment of neurocognitive disorders and degeneration, specifically Attention Deficit Hyperactivity Disorder and Autism Spectrum Disorder. The company was founded by Yat-Gai Au on October 30, 2014 and is headquartered in Hong Kong.

Regencell Bioscience Holdings Ltd

Regencell Bioscience Holdings Ltd. is currently trending as community chatter suggests a potential short squeeze, fueled by its ultra-low float, extremely high borrow rates, and inclusion on the Reg SHO list. Traders are actively debating its parabolic upside potential, drawing parallels to previous explosive runners despite skepticism surrounding its underlying fundamentals and "China pump" narratives.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is experiencing significant discussion and volatility following a political statement regarding institutional home buying. Despite an initial market overreaction, the community widely views this as a bullish catalyst for Opendoor, asserting that its iBuying model, focused on individual homeownership, benefits from reduced institutional competition. This sentiment, reinforced by the CEO's clarification, is driving discussions of a potential short squeeze and a buying opportunity as the market interprets the news more accurately.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing Co is actively trending following a mix of significant commercial aircraft orders from Alaska Airlines and substantial new defense contracts. This positive news is navigating a polarized investor sentiment, particularly after recent critical remarks from President Trump regarding defense contractors' capital allocation practices. The community is sharply divided between long-term bullish outlooks driven by an extensive backlog and persistent concerns over production challenges and broader sector impacts from political commentary.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

Lockheed Martin is trending due to recent remarks from President Trump threatening to ban dividends and share buybacks for defense contractors, sparking widespread investor concern and a sell-off across the sector. Community members are actively debating the potential market overreaction, especially as the company recently secured a significant PAC-3 missile production agreement and reported strong quarterly earnings.

Erasca, Inc. is a clinical stage precision oncology company. It focuses on discovering, developing, and commercializing therapies for patients with RAS/MAPK pathway-driven cancers. It has assembled a wholly owned or controlled RAS/MAPK pathway focused pipeline comprising modality-agnostic programs. The company was founded by Jonathan E. Lim and Kevan Shokat on July 2, 2018 and is headquartered in San Diego, CA.

Erasca Inc

Erasca (ERAS) is experiencing significant attention due to a recent sympathy rally linked to AbbVie's potential acquisition of Revolution Medicines, fueled by a shared focus on RAS/MAPK pathway inhibition. This upward movement was tempered by news of an underwritten offering, which sparked community debate between investors concerned about dilution and bulls highlighting the strategic in-licensing of new RAS-targeting assets and ongoing clinical trial advancements. Despite polarized sentiment between short sellers and long-term optimists, strong insider buying and a substantial cash runway continue to be key discussion points.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending as the company greenlit construction for an Arctic-grade pilot plant and storage facilities in Greenland, accelerating its Tanbreez rare earths project. This development coincides with intensified geopolitical discussions around potential U.S. involvement in Greenland to secure critical mineral resources for national security. The community is actively discussing CRML's strategic importance in diversifying Western rare earth supply chains and notes increasing institutional interest as key drivers.

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<ul class="summary-bullets"><li>UBS does not expect Lululemon's Americas sales growth to turn sustainably positive in 2026.</li><li>It said LULU will have to invest at least a year of time and effort to return its U.S. business to sustainable sales growth.</li><li>The firm kept a “Neutral” rating and $206 price target on the shares.</li></ul><p>A fresh annual global athletic wear survey from UBS is flashing caution on Lululemon’s U.S. outlook. An analyst at the firm said that Lululemon's Americas sales growth rate may not turn sustainably positive in 2026, despite leadership changes.</p><p>The survey indicated that U.S. trends likely "stay tough,” as per TheFly. The firm kept a “Neutral” rating and $206 price target on the shares.</p><p>The firm, in a note to investors, said that no matter who the new CEO is, Lululemon will need at least a year of time and effort to return its U.S. business to sustainable sales growth.&nbsp;</p><p>Lululemon’s U.S. sales have struggled amid rising competition and weak consumer demand due to macroeconomic uncertainties stemming from higher inflation and tariffs. In its recently announced third-quarter results, its net revenue in the U.S. region fell 2% to $1.7 billion.</p><p>In September, Lululemon warned that U.S. tariffs on Vietnam and China, and the removal of the de minimis rule, would hurt its 2025 gross profit by $240 million, with impacts possibly reaching $320 million in 2026.&nbsp;</p><h2 class="st-heading-2">Boardroom Uncertainty</h2><p>Lululemon founder Chip Wilson has launched a proxy fight by nominating three independent directors in an effort to remake the company’s board as the athletic-apparel retailer searches for a new chief executive.</p><p>He said that shareholders have no confidence that the existing board can select and support the next CEO without onboarding members with stronger product experience.</p><p>He further submitted a non-binding proposal calling for the board to immediately declassify, so that all directors are elected annually by shareholders.</p><p>Earlier this month, Lululemon said its CEO, Calvin McDonald, will leave the company. The firm named its finance chief, Meghan Frank, and chief commercial officer, André Maestrini, as co-interim CEOs.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits’ Users React?</h2><p>Retail sentiment around LULU trended in ‘bearish’ territory amid ‘extremely low’ message volume.&nbsp;</p><figure class="image"><img style="aspect-ratio:628/60;" src="https://news.stocktwits-cdn.com/LULU_PNG_e228cd885a.webp" alt="Retail sentiment around LULU trended in ‘bearish’ territory amid ‘extremely low’ message volume." width="628" height="60"></figure><p>Shares of Lululemon have fallen 43% so far in 2025.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i><br>&nbsp;</p>

A customer enters a Lululemon store on June 02, 2023 in Corte Madera, California.  (Photo by Justin Sullivan/Getty Images)

Lululemon’s US Sales Struggles Are Likely To Extend Into 2026 Despite CEO Reset, Warns UBS

Lululemon’s net revenue from the U.S. region fell 2% in its Q3 earnings due to slowing consumer demand amid macro uncertainties. 

Equity

Lululemon’s net revenue from the U.S. region fell 2% in its Q3 earnings due to slowing consumer demand amid macro uncertainties. 


<ul class="summary-bullets"><li>Meta said in an announcement that the Manus agent will unlock opportunities for businesses across its products.</li><li>Manus’ team will also join Meta’s but the company will continue to operate from Singapore.</li><li>Meta said that it will continue to operate and sell the Manus service while also integrating it into its products including Meta AI and scaling the service to more businesses.</li></ul><p><br>Meta Platforms (META) on Monday said that it has agreed to acquire Singapore-based tech startup Manus for an undisclosed sum.</p><p>Manus is focused on building a general-purpose AI agent designed to help users tackle research, automation, and complex tasks.</p><h2 class="st-heading-2">Why Is Meta Buying Manus?</h2><p>Meta <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.facebook.com/business/news/manus-joins-meta-accelerating-ai-innovation-for-businesses">said</a> in an announcement that the Manus will unlock opportunities for businesses across its products. The company’s autonomous general purpose agent can independently execute complex tasks like market research, coding, and data analysis, Meta added.</p><p>Meta said that it will continue to operate and sell the Manus service while also integrating it into its products and scaling the service to more businesses.</p><p>Manus’ team will also join Meta’s but the company will continue to operate from Singapore. It will also continue to sell and operate its product subscription service through its app and website.</p><p>“Joining Meta allows us to build on a stronger, more sustainable foundation without changing how Manus works or how decisions are made,” said Manus CEO Xiao Hong. The company said earlier this month that its annual run rate for revenue is over $125 million including usage-based and other revenue, merely eight months after launching its first general AI agent. Prior to the launch, it raised $75 million led by Benchmark.</p><p>META traded 0.3% lower after hours on Monday at the time of writing.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around META stayed within the ‘bearish’ territory over the past 24 hours, while message volume fell from ‘normal’ to ‘low’ levels.</p><figure class="image"><img style="aspect-ratio:586/58;" src="data:image/png;base64,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" alt="META’s Sentiment Meter and Message Volume as of 6:12 p.m. ET on Dec. 29, 2025 | Source: Stocktwits" width="586" height="58"><figcaption>META’s Sentiment Meter and Message Volume as of 6:12 p.m. ET on Dec. 29, 2025 | Source: Stocktwits</figcaption></figure><p><a href="https://stocktwits.com/symbol/META">META stock</a> has gained 13% this year and by about 11% over the past 12 months.&nbsp;</p><p>Also See: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-supplier-reportedly-slashes-contract-in-part-due-to-lower-than-expected-cybertruck-demand/cL7dT7ARExx">Tesla Supplier Reportedly Slashes Contract In Part Due To Lower-Than-Expected Cybertruck Demand</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

The Meta logo is displayed during the Viva Technology show at Parc des Expositions Porte de Versailles on May 22, 2024 in Paris, France. (Photo by Chesnot/Getty Images)

Meta Acquires Singapore-Based Startup To Enhance AI-Capability For Undisclosed Sum

Manus is focused on building a general-purpose AI agent designed to help users tackle research, automation, and complex tasks.

<ul class="summary-bullets"><li>Chip Wilson said the board must be refreshed to empower a creative, brand-first experience.</li><li>He has nominated three independent directors to the board.</li><li>Wilson has called for the board to immediately declassify so that all directors are elected annually by shareholders.<br>&nbsp;</li></ul><p>Lululemon founder Chip Wilson has launched a proxy fight by nominating three independent directors in an effort to remake the company’s board as the athletic-apparel retailer searches for a new chief executive.&nbsp;</p><p>Wilson has also submitted a non-binding proposal calling for the board to immediately declassify, so that all directors are elected annually by shareholders.</p><p>The Lululemon founder has nominated three candidates to the company's board, including former On Running co-CEO Marc Maurer, former ESPN Chief Marketing Officer Laura Gentile, and former Activision CEO Eric Hirshberg.</p><p>He noted that CEO selection must follow a significant board change to ensure shareholders can trust that the right decision is made and that the new leader can succeed.</p><p>“The recent CEO change announcement was the third total failure of board oversight, with no clear succession plan in place. Shareholders have no faith that this board can select and support the next CEO without input from a board with stronger product experience,” Wilson stated.</p><p>“The Board must be refreshed so that a creative, brand-first experience is empowered,” he added.</p><h2 class="st-heading-2">CEO Departure Sparking Reset</h2><p>Earlier this month, Lululemon said its CEO, Calvin McDonald, will leave the company. The firm named its finance chief, Meghan Frank, and chief commercial officer, André Maestrini, as co-interim CEOs.</p><p>The reset at retailers is becoming a sector norm as U.S. President Donald Trump’s tariffs have been hurting sales and eating into profits at several top retailers and wholesalers. Firms have also been seeing consumer demand slow as price pressures continue to weigh on consumers' pockets. Firms from Nestle and Walmart to Coty and Coca-Cola have all changed their CEOs this year.</p><p>Shares in Lululemon have fallen nearly 44% so far in 2025.</p><p>Get updates to this developing story <a href="https://stocktwits.com/news-articles/markets/equity/lululemon-founder-launches-proxy-fight-to-change-baord/cL75M5PREx2">directly on Stocktwits.</a><br>&nbsp;</p>

 A Lululemon corporate logo hangs on the front of their store in Brookfield Place on June 21, 2023, in New York City. (Photo by Gary Hershorn/Getty Images)

Lululemon Founder Targets Board Change Ahead Of CEO Search

The proposal seeks to make boardroom revisions before the athletic-apparel company chooses a new CEO. 

The proposal seeks to make boardroom revisions before the athletic-apparel company chooses a new CEO

<ul class="summary-bullets"><li>Citi, Truist, and Stifel have maintained a “Buy” rating on the stock.</li><li>Citi analyst Atif Malik viewed Nvidia's licensing deal with Groq as a "clear positive.”</li><li>Truist said the reported $20 billion cost is high, but it is small relative to Nvidia's cash position and cash flow generation.</li></ul><p>Nvidia’s stock was in focus on Monday after several top brokerages voiced their confidence in the chipmaker’s $20 billion licensing deal with AI chip startup Groq, saying that it could extend its leadership in the AI infrastructure space.</p><p>Analysts at Truist said that Nvidia's licensing agreement with Groq is intended to "fortify" its competitive positioning in inference versus tensor processing units, per TheFly. While the reported $20 billion cost is high, it is small relative to Nvidia's cash position and cash flow generation. The firm kept a “Buy” rating on the shares with a $275 price target.</p><p>Meanwhile, Citi analyst Atif Malik viewed Nvidia's licensing deal with Groq as a "clear positive.” Citi believes Nvidia has navigated regulatory scrutiny, given that Groq will remain an independent company. It kept a “Buy” rating with a $270 price target.</p><p>Stifel said that Nvidia's deal with Groq could extend AI infrastructure leadership and also kept a “Buy” rating on Nvidia with a $250 price target. UBS also remained bullish on Nvidia shares heading into 2026. It said that it expects appreciation from here to be driven almost by higher earnings estimates.</p><h2 class="st-heading-2">$20 Billion Groq Deal</h2><p>Last week, Groq said that it had entered into a non-exclusive licensing agreement with Nvidia for its inference technology. While the company did not disclose a price, CNBC reported the deal could be valued at $20 billion.</p><p>As per the deal, Nvidia will onboard Groq’s senior management team, including founder Jonathan Ross and President Sunny Madra, to help advance and scale the licensed technology.</p><p>The deal comes at a time when Nvidia is facing stiff competition in the AI inference space from firms like Advanced Micro Devices and Broadcom, among others. Groq specializes in fast AI inference, which will give Nvidia more breathing room on the leaderboard, as it already dominates the market for training AI models.</p><h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2><p>On Stocktwits, retail sentiment around NVDA stock trended in the ‘bearish’ territory amid “normal” message volume.&nbsp;</p><figure class="image"><img style="aspect-ratio:637/64;" src="https://news.stocktwits-cdn.com/nvidia_PNG_0fec69aa4e.webp" alt="On Stocktwits, retail sentiment around NVDA stock trended in the ‘bearish’ territory amid “normal” message volume. " width="637" height="64"></figure><p><br>Shares of Nvidia have gained 36% so far in 2025.&nbsp;<br>&nbsp;</p>

In this photo illustration, the Nvidia logo is seen in the background beside a printed circuit board (PCB). (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Why Analysts See Nvidia’s Groq Licensing Deal As A Clear Win For AI Leadership

Despite the reported $20 billion price tag, brokerages believe the deal is small relative to Nvidia's scale and long-term earnings power.

Nvidia’s Groq Tie-Up Draws Bullish Calls From Wall Street

<ul class="summary-bullets"><li>Konik said early signs of Hill’s strategy are already visible in North America, where inventory is healthier, and margins are improving.</li><li>He acknowledged Nike’s weakness in China, especially in the latest quarter, but added that it could even out when you lap those comparisons in four quarters.</li><li>Nike’s position in a highly attractive footwear category, limited competitive threats, leadership status, and strong brand moat will make it special in 2026, he added.</li></ul><p>Jefferies believes Nike is poised for a comeback under the leadership of Elliott Hill, a long-time company veteran who became the footwear company’s chief executive officer in October 2024.</p><p>“Nike is going to get its act together,” said Randy Konik, Jefferies managing director, on CNBC’s 'Squawk on the Street'. “They had the wrong CEO. They have the right CEO now,” he added.</p><p>Konik said early signs of Hill’s strategy are already visible in North America, where inventory is healthier, and margins are improving.</p><p>Shares of Nike are up marginally, climbing 0.05% in Friday morning trade at the time of writing.</p><h2 class="st-heading-2">Better Solutions</h2><p>Nike has struggled with leadership changes, management resets, excess inventory, and slow turnaround over the past few years. The sneaker brand also faced stiff competition and a challenging economic climate, particularly in China, which was further squeezed by the recent tariff wars.</p><p>Given Hill's 35 years of experience at Nike, he is implementing better solutions, Konik added. “He knows how to fix the culture, and he knows how to fix the problem through an easy playbook: fixing product and balancing distribution,” he said.</p><p>In its latest quarterly results, Nike’s sales in China fell 17% in the second quarter (Q2) of 2026, while footwear sales declined 21% for the same period. Nearly 15% of Nike’s annual revenue comes from China. Meanwhile, overall sales in North America grew by 9% in the same period.</p><p>Konik acknowledged the weakness in China, saying it was a tough quarter for Nike but added that “it can become good when you lap those comparisons in four quarters.”</p><h2 class="st-heading-2">Cook’s Confidence</h2><p>Recently, Apple CEO Tim Cook purchased about $3 million of Nike’s stock in the open market, reiterating his confidence in the company. Cook is also on Nike’s board.</p><p>Konik said that in the global sneaker market, only about 10 players truly matter, and even after giving up some share, Nike remains the leader and is still well positioned. He cited the company’s position in a highly attractive category, &nbsp;limited competitive threats, leadership status, and strong brand moat as favorable.</p><p>“That’s what makes Nike special for next year. And that’s what Tim Cook saw, I think, with his stock purchase,” Konik noted. “The best part of Nike is it can use its own playbook,” he added.</p><p>Earlier on Friday, UBS also expressed its confidence in Nike’s brand and said it continues to believe its business will improve. The firm maintained a price target of $62 on Nike shares and reiterated its ‘Neutral’ rating.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around NKE shares trended in ‘extremely bullish’ amid ‘high’ message levels.</p><figure class="image"><img style="aspect-ratio:1289/154;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_26_at_10_18_01_PM_png_0dc354e658.webp" alt="On Stocktwits, retail sentiment around NKE shares trended in ‘extremely bullish’ amid ‘high’ message levels." width="1289" height="154"></figure><p><a href="https://stocktwits.com/symbol/NKE">Shares of NKE</a> are down over 22% in the past year.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p><strong>Also Read: </strong><a href="http://stocktwits.com/news-articles/markets/equity/nike-stock-ubs-neutral-brand-strong-turnaround-slower/cLeUJo3REw8">Nike Turnaround Faces A Longer Road Despite Brand Strength, UBS Says</a></p>

Pedestrians walk past a large Nike flagship store on a rainy day

Jefferies' Randy Konik Sees Nike Getting 'Its Act Together' Under CEO Elliott Hill 

Konik said on CNBC’s 'Squawk on the Street' that Nike “had the wrong CEO” before, and the company would implement better solutions under the new CEO.

Jefferies' Randy Konik Sees Nike Getting 'Its Act Together' Under CEO Elliott Hill

<ul class="summary-bullets"><li>The drug JNJ-5939 was being evaluated in the treatment of moderate to severe atopic dermatitis in a mid-stage study.</li><li>JNJ, however, committed to progressing its remaining pipeline of candidates for atopic dermatitis.</li><li>Johnson &amp; Johnson is developing several potential therapies for moderate to severe atopic dermatitis, including NM26, PX128, PX130 and KP-723.</li></ul><p>Johnson &amp; Johnson (JNJ) said on Friday that it is terminating its experimental drug study in the treatment atopic dermatitis due to lack of clinical benefit.</p><p>The drug JNJ-5939 was being evaluated in the treatment of moderate to severe atopic dermatitis in a mid-stage study. Atopic dermatitis (AD), commonly called eczema, is a chronic, non-contagious inflammatory skin condition causing intense itching, redness, dryness, and cracking.</p><p>The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.jnj.com/media-center/press-releases/johnson-johnson-statement-on-the-phase-2b-duplex-ad-study">said</a> that the drug did not achieve the “high-bar” efficacy targets in a planned interim analysis. The drug was, however, well tolerated in the study, the company said.</p><h2 class="st-heading-2">Other Eczema Candidates</h2><p>JNJ committed to progressing its remaining pipeline of candidates for atopic dermatitis on Friday, highlighting that the condition impacts over 100 million people worldwide.</p><p>Johnson &amp; Johnson is developing several potential therapies for moderate to severe atopic dermatitis, including NM26, PX128, PX130 and KP-723. J&amp;J bought the global rights to NM26 from Numab Therapeutics for over $1 billion and acquired PX128 and PX130 through the purchase of Proteologix, both in 2024. KP-723, meanwhile, was developed by Kaken Pharmaceutical and licensed by JNJ in late 204.</p><p>The company does not currently have an FDA-approved drug specifically for eczema on the market.</p><h2 class="st-heading-2">Other Discontinued Trials This Year</h2><p>The discontinued eczema study now joins a longer list of study terminations from JNJ this year. At the onset of 2025, JNJ and partner Sanofi discontinued its E.coli vaccine trial after a study review showed that the vaccine candidate was not sufficiently effective at preventing the E.coli disease compared to placebo.</p><p>In March, the company discontinued a late-stage program evaluating Aticaprant as an adjunctive treatment for major depressive disorder due to insufficient efficacy in the target patient population. More recently, in November, the company discontinued the trial of Posdinemab in early Alzheimer’s disease after the experimental drug failed to achieve statistical significance in slowing clinical decline.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around JNJ fell from ‘neutral’ to ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘low’ levels.</p><figure class="image"><img style="aspect-ratio:621/58;" src="data:image/png;base64,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" width="621" height="58" alt="JNJ’s Sentiment Meter and Message Volume as of 11:21 a.m. ET on Dec. 26, 2025 | Source: Stocktwits"><figcaption>JNJ’s Sentiment Meter and Message Volume as of 11:21 a.m. ET on Dec. 26, 2025 | Source: Stocktwits</figcaption></figure><p><a href="https://stocktwits.com/symbol/JNJ">JNJ stock</a> has gained 43% this year and about 42% over the past 12 months.&nbsp;</p><p>Also See: <a href="https://stocktwits.com/news-articles/markets/equity/waymo-leads-on-cities-but-tesla-wins-on-manufacturing-muscle-ark-invest-says/cLetIIfREvv">Waymo Leads On Cities, But Tesla Wins On Manufacturing Muscle, Ark Invest Says</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

 Johnson and Johnson American multinational of medical, pharmaceutical and perfumery products headquartes on 28 January 2025 in Madrid, Spain.

Johnson & Johnson Terminates Experimental Eczema Drug Study After It Fails To Show Benefit

The company said that the drug did not achieve the “high-bar””efficacy targets in a planned interim analysis.

The company said that the drug did not achieve the “high-bar" efficacy targets in a planned interim analysis.


<ul class="summary-bullets"><li>UBS reiterated its Neutral stance on Nike, citing strong brand equity but a prolonged recovery timeline.</li><li>It believes Nike’s brand strength should support a long-term recovery.</li></ul><p>Shares of Nike (<a href="https://stocktwits.com/symbol/NKE">NKE</a>) were in the spotlight on Friday after UBS analyst Jay Sole said Nike’s brand remains strong, which will help the sportswear firm turn around its ongoing struggles; however, the turnaround will take longer than the market expects.</p><p>As per TheFly, UBS said in a note that it continues to believe Nike's business will improve. It rated the stock as “Neutral,” saying that the rating reflects the view that the company's turnaround will take longer than the market expects. UBS maintained a $62 price target on Nike shares.</p><h2 class="st-heading-2">Turbulent Few Years</h2><p>Nike has seen leadership changes, management resets, excess inventory, and renewed focus on innovation, leading to a slow, uneven turnaround under scrutiny.</p><p>Nike has worked to clean up excess inventory, particularly by reducing production of legacy franchises such as Air Jordans and Air Force 1s. While the reset pressured near-term results, the company said in December that inventory levels are now healthy across North America, EMEA, and other key regions.</p><h2 class="st-heading-2">Struggles In China</h2><p>The struggle in China has been longstanding for Nike, as it is continuing to face steep competition from other retailers. The recent tariff war between the two largest economies has further slowed Nike’s efforts to gain market share in China’s booming outdoor sports market.</p><p>Nike, in its recently reported second-quarter results, said its footwear sales in China fell 21%, and overall sales fell 17% to $1.42 billion. The China region accounts for nearly 15% of Nike’s annual revenue.</p><h2 class="st-heading-2">Tim Cook’s Vote Of Confidence</h2><p>Apple CEO Tim Cook has, time and again, through strategic shifts, market scepticism, and operational missteps, publicly and privately reinforced his confidence in Nike, lending credibility when the brand needed it most.</p><p>Cook has been on Nike’s board since 2005. He recently echoed his long-standing relationship with Nike after it made an open-market purchase of about $3 million worth of the company’s stock, a personal investment.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment on NKE trended in ‘extremely bullish’ amid ‘high’ message levels.</p><figure class="image"><img style="aspect-ratio:638/65;" src="https://news.stocktwits-cdn.com/NKE_Sentiment_PNG_da214e3bac.webp" alt="Retail sentiment on NKE trended in ‘extremely bullish’ amid ‘high’ message levels." width="638" height="65"></figure><p><br><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i><br>&nbsp;</p>

A garden in the shape of a Nike corporate logo is seen in an office building patio in midtown Manhattan on April 6, 2023, in New York City. (Photo by Gary Hershorn/Getty Images)

Nike Turnaround Faces A Longer Road Despite Brand Strength, UBS Says 

It maintained a $62 price target as inventory, China weakness, and competition weigh on momentum.

<ul class="summary-bullets"><li>The F‑35 program is the DoD’s largest acquisition program with an estimated cost of over $2 trillion to buy, operate and sustain the F-35 over its lifetime.</li><li>The watchdog alleged that the F-35 JPO did not always hold Lockheed Martin accountable for poor performance related to F‑35 sustainment.</li><li>As a result, the Department paid Lockheed $1.7 billion by July 1, 2025 without economic adjustment although it failed to meet “minimum military service requirements,” it added.</li></ul><p>&nbsp;</p><p>The U.S. fleet of F-35 fighter jets’ lack of availability in 2024 was largely because of Lockheed Martin’s poor maintenance, according to a report from the Defense Department's Office of the Inspector General.</p><p>“Although the F‑35 JPO monitored Lockheed Martin’s performance, it did not always hold Lockheed Martin accountable for poor performance related to F‑35 sustainment,” the watchdog report <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://media.defense.gov/2025/Dec/23/2003848755/-1/-1/1/DODIG-2026-039_FINAL%20SECURE.PDF">said</a>. It added that this occurred because of the lack of aircraft readiness performance or other measurable contract requirements and the dearth of material inspection and government property reporting requirements in the June 2024 contract with Lockheed.</p><p>As a result, the Department paid Lockheed $1.7 billion by July 1, 2025 without economic adjustment although it failed to meet “minimum military service requirements,” it added. The F-35 aircraft was not available to fly 50% of the time in 2024, 17% lower than the average minimum performance requirement, it said.</p><h2 class="st-heading-2">About the F35 program</h2><p>The F‑35 program is the DoD’s largest acquisition program with an estimated cost of over $2 trillion to buy, operate and sustain the F-35 over its lifetime. The F-35 Joint Program Office (JPO) is responsible for the jet’s production and sustainment contracting.</p><h2 class="st-heading-2">Trump Heightens Pressure On Defense Contractors</h2><p>Earlier this week, President Donald Trump said he plans to confront major defense contractors over slow military production, while signaling tighter scrutiny of buybacks, capital spending and executive pay.</p><p>Trump said the upcoming meetings with defense companies would focus on production timelines, capital expenditures and how firms allocate cash. He also said companies should prioritize expanding factories, shipyards and production lines.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around LMT stayed within the ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘low’ levels.</p><p><a href="https://stocktwits.com/symbol/LMT">LMT stock</a> has fallen about 1% this year and over the past 12 months.&nbsp;</p><p>Also See: <a href="https://stocktwits.com/news-articles/markets/equity/pfizer-confirms-death-of-patient-enrolled-in-hemophilia-drug-study/cLepu4KREHO">Pfizer Confirms Death Of Patient Enrolled In Hemophilia Drug Study</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

U.S. Air Force Lockheed Martin F-35 Lightning stealth fighter flies over the San Francisco Bay in San Francisco, California on October 13, 2019.

Pentagon Blames Lockheed Martin For F-35’s Lack Of Availability 

The F-35 aircraft was not available to fly 50% of the time in 2024, 17% lower than the average minimum performance requirement, as per the Defense Department's Office of the Inspector General. 

<ul class="summary-bullets"><li>Bloomberg reported, citing sources familiar with the matter, that Powell McCormick is now considering retaining an advisory role.</li><li>Meta is also not looking to replace her board seat, the report added.</li><li>Powell McCormick and Stripe co-founder Patrick Collison joined the company’s board in April.</li></ul><p>Meta Platforms’ Dina Powell McCormick is stepping down from the board months after joining the company in April.</p><p>Meta said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/ix?doc=/Archives/edgar/data/0001326801/000162828025058337/meta-20251219.htm">filing</a> with the Securities and Exchange Commission that Powell McCormick notified the company on Friday that she will resign effective immediately.</p><p>Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-19/meta-board-member-powell-mccormick-resigns-after-eight-months">reported,</a> citing sources familiar with the matter, that she is now considering retaining an advisory role. McCormick is looking to continue working with Meta’s senior leadership team in a broad ranging role that would be focused on investments and strategic counsel, the report said. Meta is also not looking to replace her board seat, the report added.</p><h2 class="st-heading-2">Board Shakeups At Meta</h2><p>Powell McCormick and Stripe co-founder Patrick Collison joined the company’s board in April, as part of the multiple board shuffles at the company. Other new joinees on the board this year include yet another Trump ally and Ultimate Fighting Championship CEO Dana White and Exor CEO John Elkann.</p><p>Powell McCormick is a former top adviser to President Donald Trump and has also served as Assistant Secretary of State for Secretary of State Condoleezza Rice under President George W. Bush. She is currently president of Global Client Services at BDT &amp; MSD Partners. Her husband Dave McCormick is a Republican senator from Pennsylvania.</p><h2 class="st-heading-2">Executive Exits</h2><p>In addition to board members, executives are also in constant flux at Meta. Last month, it was reported that Chief Revenue Officer John Hegeman is leaving the company as well as Business AI unit head Clara Shih. Chief AI scientist Yann LeCun also <a href="https://stocktwits.com/news-articles/markets/equity/why-is-meta-s-yann-le-cun-in-the-spotlight-today/cLPdta0REPo">announced</a> that he is leaving the company at the end of the year to put up his own startup.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around Meta stayed within the ‘bearish’ territory while message volume remained at ‘low’ levels.</p><p><a href="https://stocktwits.com/symbol/META">META stock</a> has gained 13% this year and by 11% over the past 12 months.&nbsp;</p><p>Also See: <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-intel-shares-jump-after-us-antitrust-agencies-clear-5-billion-deal/cLe0d1gREtc">Nvidia, Intel Shares Jump After US Antitrust Agencies Clear $5B Deal That Deepens Their Chip Partnership</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

Dina Powell McCormick speaks at the French-American Foundation - United States Gala 2023 at The Rainbow Room on June 05, 2023 in New York City. (Photo by Sean Zanni/Patrick McMullan via Getty Images)

Meta Sees Another Board Shakeup As Former Trump Adviser Resigns Just Months After Joining

Meta said in a filing with the Securities and Exchange Commission that Powell McCormick notified the company on Friday that she will resign effective immediately.

<ul class="summary-bullets"><li>The company studied Orforglipron for weight maintenance over 52 weeks in patients who were on 72 weeks of popular injectable weight-loss drugs.</li><li>Orforglipron delivered superior weight maintenance when coupled with a healthy diet and physical activity as compared to placebo in the trial.</li><li>According to analyst H.C. Wainwright, the positive study result from Lilly materially de-risks Viking's (VKTX) oral VK2735 program.</li></ul><p>&nbsp;</p><p>Eli Lilly and Company (LLY) said on Thursday that its oral weight loss drug Orforglipron helped weight maintenance in patients who were previously treated with other injectable weight loss therapies in a late-stage study.</p><p>The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.prnewswire.com/news-releases/lillys-orforglipron-helped-people-maintain-weight-loss-after-switching-from-injectable-incretins-to-oral-glp-1-therapy-in-first-of-its-kind-phase-3-trial-302645471.html">studied</a> Orforglipron for weight maintenance over 52 weeks in patients who were on 72 weeks of popular injectable weight-loss drugs Wegovy and Zepbound. While Zepbound is Lilly’s own injectable weight-loss drug, Wegovy is owned by its rival Novo Nordisk. Orforglipron delivered superior weight maintenance when coupled with a healthy diet and physical activity as compared to placebo in the study, the company said.</p><p>The overall safety and tolerability profile of Orforglipron in the trial was consistent with previous studies, the company added.</p><h2 class="st-heading-2">Lilly Awaits FDA Green Light</h2><p>Orforglipron is eligible for a fast-track review by the FDA after it was granted a Commissioner's National Priority Voucher aimed at reducing review time for important drugs in November. Lilly has already submitted an application to the FDA seeking approval for the drug for the treatment of adults with obesity and a decision is expected in early 2026. Lilly’s rival Novo Nordisk is also seeking approval for its oral Wegovy pill, intensifying competition.</p><p>Orforglipron was discovered by Chugai Pharmaceutical Co., Ltd. and licensed by Lilly in 2018. The company is studying the drug in the treatment of type 2 diabetes in addition to obstructive sleep apnea, hypertension, and knee osteoarthritis in adults with obesity.</p><h2 class="st-heading-2">Viking Therapeutics Investors Cheer Lilly’s Trial Data</h2><p>According to analyst H.C. Wainwright, the positive study result from Lilly materially de-risks Viking's (VKTX) oral VK2735 program and its maintenance dosing strategy. The firm believes the data helps reinforce the commercial viability of an oral maintenance approach.</p><p>Wainwright has a ‘Buy’ rating on Viking Therapeutics with a price target of $102 on the shares.</p><p>Viking Therapeutics is currently evaluating several VK2735 dosing options, including a potential once-monthly subcutaneous injection and daily or weekly oral doses, in an ongoing early-stage clinical trial to sustain the initial weight loss achieved after weekly injections. &nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>While shares of LLY traded 3% higher at the time of writing, VKTX rose 1%. On Stocktwits, retail sentiment around LLY stayed within the ‘bullish’ territory over the past 24 hours, while message message volume fell from ‘high’ to ‘normal’ levels.</p><p><a href="https://stocktwits.com/symbol/LLY">LLY stock</a> has gained 38% this year while <a href="https://stocktwits.com/symbol/VKTX">VKTX</a> has dropped 14%.&nbsp;</p><p>Also See: <a href="https://stocktwits.com/news-articles/markets/equity/spacex-says-starlink-satellite-tumbling-toward-earth-after-anomaly/cLegMrNREr4">SpaceX Says Starlink Satellite Is Tumbling Toward Earth After Anomaly — International Space Station Not At Risk</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

A sign with the company logo sits outside of the headquarters campus of Eli Lilly and Company on March 17, 2024 in Indianapolis, Indiana. (Photo by Scott Olson/Getty Images)

Eli Lilly’s Oral Obesity Drug Passes Maintenance Test After Wegovy, Zepbound — Wall Street Flags Win For Viking Therapeutics

Lilly’s Orforglipron is eligible for a fast-track review by the FDA in treating obesity.

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