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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently seeing high volatility as investors weigh a significant quarterly earnings beat and raised full-year guidance against concerns regarding the stock's elevated valuation and AI-driven growth sustainability. Community discussion remains polarized, with bullish sentiment focused on the company's long-term dominance in AI infrastructure, while bears are active in targeting the high P/E ratio and warning of potential price corrections.

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 currently in the spotlight as investors digest conflicting signals from a fresh analyst downgrade by Mizuho and reports that investor Michael Burry has initiated a new position in the company. The community is actively debating the stock's valuation, weighing its strong free cash flow and recent partnerships against persistent concerns regarding competitive pressure from X and broader execution risks.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is seeing intense investor activity driven by structural demand for memory chips in AI infrastructure, with community discussions centering on a massive repricing as the sector shifts away from cyclical volatility toward long-term contracted growth. The stock's current momentum is fueled by speculative retail enthusiasm and institutional interest, leading to widespread debate over whether this represents an undervalued entry point or an overextended bubble nearing a potential squeeze.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARB IOT Group Ltd is trending as investors bet on a potential short squeeze driven by its low float and persistent chatter about undervalued AI-tech contracts. Community discussion is heavily focused on the stock's thin liquidity, with bulls targeting double-digit breakouts while skeptics continue to flag risks associated with its history of volatility.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is generating intense market interest as institutional buying, including recent disclosures from a major Canadian sovereign wealth fund, fuels anticipation for the upcoming quarterly earnings release. The community remains deeply divided, with bulls pointing to the company's aggressive Bitcoin acquisition strategy and potential short squeeze momentum, while skeptics warn of risks related to dilution, heavy debt obligations, and the stock's high sensitivity to Bitcoin price volatility.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is experiencing a period of intense volatility as investors weigh the company's long-term AI-driven growth potential against broader macro uncertainties, including ongoing geopolitical tensions and the lingering impacts of tariff-related policies. The community remains deeply divided, with many traders focused on technical setups and potential short squeezes, while others debate whether the platform's AI integration makes it a durable e-commerce leader or a business model vulnerable to technological disruption.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Mining is trending as investors closely monitor its upcoming earnings release, with many looking for details on a potential AI-focused infrastructure pivot. While some community members remain frustrated by recent price volatility and perceived market manipulation, sentiment is bolstered by bullish analyst price target hikes and ongoing sector-wide rotation into power-hungry AI and data center stocks.

Twin Vee PowerCats Co. engages in the design, manufacture, and sale of recreational and commercial power catamaran boats. The firm is focused on designing and developing its products under the ELECTRA Power Sports brand. It operates through the Twin Vee PowerCats and Wizz Banger, Inc. Segments. The Twin Vee PowerCats segment designs, manufactures, and sells recreational and commercial powerboats. The Wizz Banger, Inc. segment refers to a development-stage subsidiary with plans to develop an innovative online marketplace leveraging artificial intelligence (AI) to transform how customers search for and purchase recreational marine assets. The company was founded by Roger Dunshee in 1996 and is headquartered in Fort Pierce, FL.

Twin Vee PowerCats Co

Twin Vee PowerCats is seeing significant retail interest driven by its ultra-low float and speculative status as a potential squeeze candidate. Community members are actively debating the sustainability of its recent volatility, with many citing the company's pivot toward marine tech and defense initiatives as key talking points while others warn of historical patterns of dilution and reverse splits.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is trending as investors grapple with a sharp decline in share price, fueling intense debate over whether the stock is a deep-value opportunity or a long-term trap. The community is focused on recent activist involvement and analyst upgrades, with many expressing frustration over the lack of recovery momentum despite the company's strong institutional backing and low valuation multiples.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer is experiencing renewed investor interest as the company shifts focus toward an oncology-heavy pipeline and recent patent settlements secure long-term revenue stability for key treatments like Vyndamax. The community is actively debating the stock's potential for a broader reversal while balancing cautious optimism regarding future earnings against frustrations over management's long-term stock performance.

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Intel Comeback Shows Need for Fair Valuation: ETFs in Focus 

Intel's comeback highlights valuation risks. AI ETFs look pricey -- here are relatively lower P/E options investors can consider now.

<ul class="summary-bullets"><li>The initiative is part of a wider effort to remove legacy minefields and open up land for new infrastructure projects.</li><li>4M Defense will use an integrated system of ground robots, drones, sensors, and AI analytics.&nbsp;</li><li>Ondas secured a $68 million defense-related contract on April 13, through its subsidiary INDO Earth Moving.</li></ul>Ondas Inc. (ONDS) stock is drawing attention after the company secured a $10 million order through its subsidiary 4M Defense, advancing its role in a large-scale demining effort tied to Israel’s eastern border security expansion.&nbsp;The project forms part of a broader push to clear legacy minefields and prepare land for new infrastructure development along a sensitive frontier zone.<h2 class="st-heading-2">Expansion Of Border Security Operations</h2>The order, announced on Monday, represents the first execution phase of a $50 million demining program connected to a $1.7 billion Israeli Ministry of Defense initiative.&nbsp;Ondas said that the work will focus on systematic land clearance using autonomous systems to support the construction of updated security infrastructure in the region.<a href="https://stocktwits.com/symbol/ONDS">Ondas’ stock</a> traded over 2% higher in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock shifted to ‘neutral’ from ‘bearish’ territory the previous day, with message volume surging 975% over a period of 24 hours.&nbsp;<h2 class="st-heading-2">Robotics And AI At The Center Of ONDS Operations</h2>4M Defense will deploy an integrated technology platform combining autonomous ground robots, aerial drone mapping, sensor-based detection systems, and AI-powered analytics.&nbsp;The goal is to speed up the detection and removal of explosive hazards, reduce human exposure to dangerous environments, and improve operational efficiency compared to traditional demining methods.<blockquote>"We now have two active land clearing programs underway with 4M Defense with approximately $80 million in aggregate value.”-Eric Brock, Chairman and CEO, Ondas&nbsp;</blockquote>The company is also executing a separate $30 million Israel-Syria border demining program, for which it previously received a $15.8 million initial order.&nbsp;<h2 class="st-heading-2">Engineering Vehicle Contract Win&nbsp;</h2>On April 13, Ondas secured a major new contract worth about $68 million tied to a broader defense procurement initiative. The order marks the opening stage of a previously announced $140 million strategic procurement program managed by Ondas’ subsidiary, INDO Earth Moving Ltd.&nbsp;Ondas said initial deliveries of heavy engineering vehicles are scheduled to begin in the fourth quarter of 2026, with additional revenue expected through future orders and support agreements linked to the same program.ONDS stock has gained over 9% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rklb-stock-eyes-fifth-day-of-gains-ahead-of-dual-electron-launches/cZBIfGtRICf">RKLB Stock Eyes Fifth Day Of Gains Ahead Of Dual Electron Launches</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Ondas Holdings logo is seen displayed on a smartphone screen.

ONDS Eyes Another Day Of Gains: What's Making Investors Bullish? 

Announced on Monday, the defense order marks the initial execution stage of a $50 million demining program. 

Equity

<ul class="summary-bullets"><li>Ondas said its systems will be used to protect critical infrastructure in the Middle East amid an escalating war between the U.S., Israel, and Iran.</li><li>The company will supply its Sentrycs Cyber-RF system to counter unauthorized drones.</li><li>Earlier this week, Ondas’ unit Airobotics signed a $20 million deal to develop an autonomous border protection system.</li></ul>Shares of Ondas Inc. (ONDS) jumped 8% on Friday after the company announced it had received multiple orders totaling about $6 million for its Sentrycs counter-drone systems from its current defense and homeland security customers.This brings the company’s total orders in March to $26 million. Ondas said the orders cover multiple systems that will be deployed immediately to help protect critical infrastructure and strategic facilities in the Middle East, amid an escalating war between the U.S., Israel, and Iran in the region.Ondas’ Sentrycs Cyber-RF system can detect, identify, track, and take control of unauthorized drones without using traditional jamming systems. The company said the orders could also serve as the foundation for larger counter-UAS defense programs.“There is strong demand and a growing urgency among governments to find scalable solutions for defending critical infrastructure and strategic assets,” said Eric Brock, Chairman and CEO of Ondas.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/ONDS">ONDS</a> on Stocktwits remained in the ‘bullish’ zone, amid ‘extremely high’ message volumes.One user said that repeat customers validated Ondas’ products.<stembedurl>https://stocktwits.com/JDInvests20/message/646783524</stembedurl>Another user said that the key point is that “current customers are buying again.”<stembedurl>https://stocktwits.com/jeremytowe2000/message/646782508</stembedurl><h2 class="st-heading-2">Developing ISR Capabilities</h2>Earlier this week, Ondas’ unit Airobotics <a href="https://stocktwits.com/news-articles/markets/equity/ondas-stock-rallies-government-contract-ai-driven-autonomous-border-defense/cZd9FmFRI5v/amp">secured</a> an initial $20 million purchase order under a multi-year agreement to develop an autonomous border protection system for an unnamed governmental entity.&nbsp;The project will see the construction of an AI-powered security network using thousands of drones and advanced command-and-control software.Separately, Ondas also announced a $10 million investment and partnership with World View Enterprises to explore integrating high-altitude, long-endurance intelligence platforms with its unmanned aircraft systems to expand its intelligence, surveillance, and reconnaissance (ISR) capabilities.Year-to-date, the stock has gained more than 10%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-prso-stock-surge-80-in-pre-market-today/cZdLGt6RIEA">Why Did PRSO Stock Surge 96% In Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of Ondas Holdings Inc., in front of a screen showing the company's latest stock market chart on August 8, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

ONDS Stock Jumps 8% Following $6 Million Deal For Its Drone Systems – Retail Sees Validation In Repeat Orders

The company announced multiple orders for its counter-drone systems, bringing the total to $26 million in March.

<ul class="summary-bullets"><li>Tesla is working on new technologies essential to the creation of Artificial General Intelligence.</li><li>Musk had indicated last year that Tesla’s access to data and its strong computing resources may help make AGI possible as soon as 2026.</li><li>Tesla expects a capital expenditure of over $20 billion in 2026.</li></ul>Elon Musk, chief executive officer of EV giant Tesla Inc. (TSLA), said on Wednesday that his company intends to be among the pioneers creating artificial general intelligence (AGI).&nbsp;In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2029123591871308272">post</a> on the X platform, Musk also indicated that Tesla aims to achieve this breakthrough with machines capable of human-like actions and atomic rearrangement.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_04_044911_png_fef1cbe061.webp" alt="Screenshot 2026-03-04 044911.png" width="647" height="188"></figure><h2 class="st-heading-2">Bold Vision For AI</h2>Tesla is working on new technologies essential to creating Artificial General Intelligence (AGI), which refers to AI that can perform tasks like humans in many different cognitive tasks.&nbsp;According to a Business Insider&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/xai-all-hands-agi-superintelligence-funding-success-optimus-space">report</a>, in December, Musk had indicated that Tesla’s access to real-world driving data, its work in robotics, and its strong computing resources, together with efforts at his other company, xAI, may help make AGI possible as soon as 2026.Key players in the AGI ecosystem in the United States include OpenAI, Google’s DeepMind, Athropic and Meta Platforms.&nbsp;<a href="https://stocktwits.com/symbol/TSLA">Tesla stock</a> traded over 1% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock shifted to ‘bullish’ from ‘extremely bullish’ the previous day amid ‘normal’ message volume levels.<h2 class="st-heading-2">Pivot to Physical AI</h2>Tesla expects to spend over $20 billion in 2026, a sharp increase from the $8.5 billion capital expenditure in 2025. The higher spending will support increased production of the Cybercab, the Tesla Semi, and the Optimus robot, with its Fremont factory moving toward building Optimus units.&nbsp;“Optimus 3 really will be a general-purpose robot that can learn by observing human behavior, so you can, like, demonstrate a task or literally verbally describe a task or show it a task, even show it a video, and it will be able to do that task,” Musk said during the fourth-quarter earnings call.The company plans to launch the updated Optimus model in the first quarter this year and aims to start manufacturing it before the end of the year.TSLA stock has gained over 44% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/smci-stock-struggles-to-break-out-will-a-new-ai-data-center-deal-revive-bulls/cZd9hifRI5h">SMCI Stock Struggles To Break Out: Will A New AI Data Center Deal Revive Bulls?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Elon Musk speaks onstage during the "Exploring the New Frontiers of Innovation: Mark Read in Conversation with Elon Musk" session at the Lumiere Theatre.

Elon Musk Says Tesla Eyes Breakthrough In Robot-Capable Artificial Intelligence

In a post on the X platform, Musk indicated that Tesla aims to achieve artificial general intelligence with machines capable of human-like actions and atomic manipulation.

<ul class="summary-bullets"><li>The companies will focus on joint solution design, mission applications, data integration, and go-to-market strategies.</li><li>Target customers include U.S. Defense and Homeland Security agencies, and allied governments.</li><li>Ondas and World View will develop surveillance and counter-drone technologies.</li></ul>Ondas (ONDS) on Monday unveiled a $10 million investment in near-space company World View Enterprises, in a bid to strengthen its intelligence, surveillance and reconnaissance (ISR) capabilities and expand its footprint in next-generation airspace defense solutions.The companies also entered into a partnership to develop integrated, multi-domain solutions for defense and homeland security customers, combining World View’s high-altitude, long-endurance stratospheric balloon systems with Ondas’ unmanned aircraft and autonomous technologies to develop surveillance and counter-drone technologies.The companies will focus on joint solution design, mission applications, data integration, and go-to-market strategies. Their target customers include U.S. Defense and Homeland Security agencies, allied governments, and critical infrastructure operators.<a href="https://stocktwits.com/symbol/ONDS">ONDS shares</a> traded 7% higher.<h2 class="st-heading-2">Ondas' C-UAS Updates</h2>Last month, Ondas successfully deployed its C-UAS (counter-drone) solutions to a German State Police office amid growing concerns over drone activity.&nbsp;Previously, Ondas’ subsidiary Airobotics secured a multi-million-dollar order from a NATO-country customer for its Iron Drone Raider system.&nbsp;Despite these wins, Ondas has faced criticism from JCapital for pursuing high-priced, loss-making acquisitions funded through significant share dilution, raising questions about the company’s financial strategy.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits turned 'bullish' from 'bearish' amid 'high' message volumes.One user expects the stock to double this year from its current price.<stembedurl>https://stocktwits.com/Hunter777/message/646339421</stembedurl>Another user sees the stock primed for rally.<stembedurl>https://stocktwits.com/Coney/message/646336747</stembedurl>Year-to-date, the stock has gained 6%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ondas Deepens Defense Push With $10 Million World View Investment: ONDS Stock Rises 6%

Ondas to partner with World View Enterprises to develop surveillance and counter-drone technologies for U.S. Defense and Homeland Security Agencies

Summary: Ondas to partner with World View Enterprises to develop surveillance and counter-drone technologies for U.S. Defense and Homeland Security Agencies


<ul class="summary-bullets"><li>Deployment comes amid heightened concern over drone activity in Germany.</li><li>Last week, Ondas said that its subsidiary, Airobotics, has received a new multi-million-dollar order from a major European customer in a NATO country for its Iron Drone Raider counter-UAS system.</li><li>Ondas Holdings’ subsidiary 4M Defense was also recently awarded a large-scale multi-year demining program in Israel after winning a competitive tender valued at over $30 million.&nbsp;</li></ul>Ondas Holdings shares jumped 9% on Tuesday after it announced that its subsidiary Sentrycs has successfully delivered and deployed its C-UAS solutions to a German State Police office.This deployment comes amid heightened concern over drone activity in Germany, with more than 1,000 suspicious flights reported by the federal criminal police (BKA) in 2025 - including incidents near military facilities, airports, and sensitive government zones, the company said in a statement.&nbsp;"Our deployment with the German State Police demonstrates the immediate impact of lawful, precise drone mitigation. With the launch of our new man-carried solution, Sentrycs Scout, we're extending that capability to tactical units that require mobility without compromising performance," said Tal Cohen, CEO of Sentrycs.&nbsp;<h2 class="st-heading-2">New Foreign Contracts</h2>Last week, Ondas said that its subsidiary, Airobotics, has received a new multi-million-dollar order from a major European customer in a NATO country for its Iron Drone Raider counter-UAS system.The order followed Ondas' operational deployment of the system at a major European international airport, part of a separate contract from the same customer, it said.&nbsp;The Iron Drone Raider order is part of a previously signed $16.8 million order that was given to ONDAS to protect two major European international airports.&nbsp;The new contract award is focused on defending critical assets in complex civil environments, an area where Iron Drone Raider delivers a uniquely differentiated capability.Ondas Holdings’ subsidiary 4M Defense was also recently awarded a large-scale multi-year demining program in Israel after winning a competitive tender valued at over $30 million.&nbsp;The project covers approximately 741 acres of historically contaminated and strategically sensitive terrain along the Israel-Syria border, representing one of the largest land-clearance efforts ever undertaken in the country, with an initial execution period of up to three years and options for extensions and scope expansion beyond the original contract.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around ONDS trended in ‘bearish’ territory amid ‘low’ message volume.&nbsp;Shares in the company have risen more than 400% over the past year.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/microcap-stock-sgn-shoots-up-50-percent-today/cZRWs7QR4uU">Microcap Stock SGN Shoots Up 50% Today – What Is Making Traders Bullish On The Stock?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ondas Holdings’ Stock Is Rallying Again Today – What’s The Reason Behind It

Ondas said that its subsidiary Sentrycs has successfully delivered and deployed its C-UAS solutions to a German State Police office.

<ul class="summary-bullets"><li>The order builds on the deployment of Ondas’ drone defense system at a large international airport in Europe, the company said</li><li>Ondas won a $30 million tender for a multi-year demining program in Israel earlier this week.</li><li>Last month, Ondas upped its fourth-quarter revenue forecast by over 50%.</li></ul>Ondas Holdings Inc. (ONDS) announced on Friday that its subsidiary, Airobotics, won a new multimillion-dollar order from a European customer for its Iron Drone Raider counter-unmanned aircraft system.<a href="https://stocktwits.com/symbol/ONDS">ONDS shares</a> jumped over 3% in morning trade.<h2 class="st-heading-2">Ondas’ UAS To Be Deployed At European Airport</h2>The deal follows the deployment of the UAS at a large international airport in Europe and builds on a prior $16.8 million contract with two other major European airports.“Airports and urban infrastructure represent a multi-billion-dollar global opportunity for civil-compliant solutions, and the successful deployment of Iron Drone Raider at a major European aviation hub demonstrates that autonomous precision interception is now operationally viable in live civil environments,” said Eric Brock, Chairman and CEO of Ondas.<h2 class="st-heading-2">Third Contract In February</h2>Earlier this month, the company’s unit 4M Defense won a tender valued at over $30 million for a large-scale, multi-year demining program in Israel. Before that, Airobotics secured a contract with a government defense customer in the Asia-Pacific region.Ondas recently closed a $1 billion offering and said it could generate up to an additional $3.4 billion in gross proceeds if its common stock warrants are exercised. The company plans to use the net proceeds to support growth initiatives, including acquisitions, joint ventures, and targeted investments.Last month, the company forecast fourth-quarter revenue of $27 million to $29 million, about 51% above its prior forecast. For full-year 2025, the company projects revenue of $47.6 million to $49.6 million, roughly 23% higher than its earlier target.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits remained in the ‘bearish’ zone over the past 24 hours.<img src="https://news.stocktwits-cdn.com/ONDS_jpg_5fca5059de.webp" alt="ONDS.jpg">However, chatter was largely bullish, with one user calling Ondas a “booming defense company.”<stembedurl>https://stocktwits.com/BullishBurgundy/message/644904829</stembedurl>Another user highlighted Ondas’ “several multi-million orders” to boost the stock.<stembedurl>https://stocktwits.com/Theme86/message/644907880</stembedurl>The stock has lost nearly 34% in a month, and year-to-date, it has declined around 9%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/buru-stock-record-low-public-offering-premarket/cZR5MwIR4sC">BURU Stock Set To Open At Record Low After Pricing Of Public Offering – Retail Signals Further Downside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

ONDS Stock Has Lost Nearly 34% In A Month – But It’s Raining Contracts And Retail’s Paying Attention

Ondas’ unit Airobotics won a multimillion-dollar order from a European customer for its Iron Drone Raider counter-unmanned aircraft system.

Meta, Microsoft Earnings Signal AI Payoff Matters: ETFs in Focus

Big Tech earnings revive AI payoff fears. META rallies on growth, MSFT slides on payoff concerns. Which AI ETFs still make sense now?

<ul class="summary-bullets"><li>Earlier, the company announced a partnership with Microsoft to jointly work on agentic artificial intelligence applications in real-world robotic systems.&nbsp;</li><li>The private placement is expected to close around Jan. 29, 2026.</li><li>The company plans to use the proceeds for working capital requirements, general corporate purposes, developing product candidates, and purchasing inventory, specifically for robotic hardware.</li></ul>Richtech Robotics Inc. (RR) shares slipped more than 12% on Wednesday, paring earlier gains after the announcement of its partnership with Microsoft Corp. (MSFT) drove prices up in the prior session.The Nevada-based service robots company on Wednesday announced a private placement of $38.7 million, selling 8,500,000 Class B common shares at the market price.The deal is expected to close around Jan. 29, 2026, as per a statement from the company.Richtech Robotics said it plans to use the net proceeds from the private placement for working capital, general corporate purposes, developing product candidates, and purchasing inventory, specifically for robotic hardware.<h2 class="st-heading-2">The Microsoft Partnership</h2>Richtech Robotics <a href="https://stocktwits.com/news-articles/markets/equity/richtech-robotics-stock-jumps-what-is-the-connection-with-microsoft/cmya69iR4Lj">announced</a> a partnership with Microsoft on Tuesday to jointly work on agentic artificial intelligence applications in real-world robotic systems, sending its shares soaring after the deal was revealed.Facilitated through Microsoft’s AI Co-Innovation Labs, the collaboration intends to improve Richtech’s ADAM robot with Azure AI’s technologies, aimed at boosting its perception, vision, reasoning, and interactions in physical environments.The robotics company highlighted the use-case for these agentic AI capabilities in multiple real-world sectors, including logistics, hospitality, and manufacturing.Earlier this month, the company’s COO Phil Zheng said Richtech Robotics isn’t aiming for full automation but selective workflow relief, noting that even robots handling just 10% of daily tasks can meaningfully free humans for higher-value work.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/RR">RR shares</a> remained in the ‘extremely bullish’ territory over the past day at the time of writing.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_28_at_9_39_17_PM_png_02dcae004a.webp" alt="On Stocktwits, retail sentiment around RR shares remained in the ‘extremely bullish’ territory over the past day at the time of writing." width="1282" height="152"></figure>Meanwhile, message volumes were ‘extremely high.’ According to Stocktwits data from Wednesday morning, message volumes spiked by almost 83% in 24 hours.One bullish user highlighted the fact that the private placement was not a discounted offering, noting that the investor likely did not cut a deal by buying at market price.<stembedurl>https://stocktwits.com/TreadingMoney/message/643127282</stembedurl>&nbsp;Another user said that while they didn’t necessarily like the offering, the stock was still cheap, and noted that early investors are winning.<stembedurl>https://stocktwits.com/camboni11/message/643144796</stembedurl>&nbsp;RR stock has gained over 70% in the last year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/bnai-stock-again-soars-more-than-40-what-s-the-latest-update-driving-the-relentless-rally/cmygBmUR40L">BNAI Stock Again Soars More Than 40% — What’s The Latest Update Driving The Relentless Rally?</a>&nbsp;

ADAM, an interactive robot bartender, barista and chef, makes drinks for attendees at the Richtech Robotics booth during CES 2024 at the Las Vegas Convention Center on January 10, 2024 in Las Vegas, Nevada

Why Is Richtech Robotics Stock Falling One Day After Announcing A Deal With Microsoft?

Richtech Robotics on Wednesday announced a private placement worth $38.7 million, selling 8,500,000 Class B common stock at market price. 

<ul class="summary-bullets"><li>The initiative aims to move robots beyond basic task completion toward more adaptive, context-aware interactions.</li><li>The ADAM robot now integrates additional context signals, such as time of day, weather conditions, and promotional events.</li><li>Richtech Robotics said these agentic AI capabilities can be extended to sectors including logistics, hospitality, and manufacturing.</li></ul>Richtech Robotics Inc. (RR) announced on Tuesday that it has partnered with Microsoft Corp. (MSFT) through its AI Co-Innovation Labs to advance practical applications of agentic artificial intelligence in real-world robotic operations.Under this collaboration, both parties have worked to upgrade Richtech Robotics’ ADAM robot using Azure AI technologies, boosting its ability to perceive, reason, and interact within complex physical environments.<h2 class="st-heading-2">Context-Aware Enhancements</h2>The initiative aims to move robots beyond basic task completion toward more adaptive, context-aware interactions in customer-facing and operational settings. The ADAM robot now integrates additional context signals, such as time of day, weather conditions, and promotional events, enabling more natural responses to customer needs.&nbsp;Vision-based models help maintain efficiency and quality during peak periods, while operational awareness features alert staff to potential ingredient or equipment issues before they disrupt workflows. Following the update,&nbsp;<a href="https://stocktwits.com/symbol/RR">Richtech Robotics' stock</a> rose by more than 43% on Tuesday morning.&nbsp;Richtech Robotics said these agentic AI capabilities can be extended to sectors including logistics, hospitality, and manufacturing.<blockquote>“By working closely with the Microsoft AI Co-Innovation Labs, our teams were able to jointly develop and deploy intelligent capabilities that strengthen reliability, enhance customer interactions, and support scalable automation across physical environments.”-Wayne Huang, Founder and CEO, Richtech Robotics</blockquote><h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock shifted to ‘extremely bullish’ from ‘bullish’ the previous day, amid ‘high’ message volume.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_091525_png_1a15203191.webp" alt="RR’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Jan. 27, 2026 | Source: Stocktwits" width="925" height="103"><figcaption>RR’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Jan. 27, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user called the partnership a ‘game changer in conversational interactions’.<stembedurl>https://stocktwits.com/_KiLLa_/message/642990883</stembedurl>Another user believes the stock is undervalued.&nbsp;<stembedurl>https://stocktwits.com/Rawwww/message/642985876</stembedurl>Earlier this month,&nbsp;the company’s chief operating officer, Phil Zheng, said that the&nbsp;firm’s goal is not full automation, but targeted relief, handling a slice of daily workflows so human staff can focus on higher-value responsibilities. “If you can have a robot that could take on 10% of the workflow, that’s a huge amount of labor that would free up to do things that have to be done by humans,” added Zheng.RR stock has gained over 32% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-cyngn-stock-soar-pre-market-today/cmyayvuR4LW">Why Did Cyngn Stock Soar 27% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Richtech Robotics logo is seen displayed on a smartphone screen.

Richtech Robotics Stock Jumps 43% — What’s The Connection With Microsoft?

Richtech Robotics has partnered with Microsoft, and both companies have worked to upgrade Richtech’s ADAM robot using Azure AI technologies.

Richtech Robotics Stock Jumps 43% — What’s The Connection With Microsoft? 

Richtech Robotics has partnered with Microsoft, and both companies have worked to upgrade Richtech’s ADAM robot using Azure AI technologies.


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