SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

The Fundrise Innovation Fund ($VCX) is seeing intense volatility and speculative interest following its recent market debut, with the community actively debating whether it is a legitimate vehicle for private equity exposure or a highly overvalued pump-and-dump scheme. Investors are fixated on the fund's heavy concentration in high-profile pre-IPO tech firms like Anthropic and SpaceX, while many remain frustrated by a six-month lock-up period that limits liquidity for early participants.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is facing significant downward pressure and intense community debate surrounding regulatory risks, Medicare reimbursement uncertainty, and potential balance sheet strain. While some investors see a long-term value opportunity at current levels, others are expressing concern over the company's technical weakness and its ability to navigate a challenging macroeconomic and political landscape.

The Graph is an indexing protocol and global API for organizing blockchain data and making it easily accessible with GraphQL. Developers can use Graph Explorer to search, find, and publish all the public data they need to build decentralized applications. The Graph Network makes it possible to build serverless dApps that run entirely on public infrastructure.  GRT is the native token of the network that’s used to coordinate work. GRT is an ERC20 token. Node operators, called Indexers, stake and earn GRT for processing queries. Anyone can delegate GRT to Indexers to secure the network and earn rewards. Curators organize data on The Graph by signaling GRT on useful APIs, called subgraphs. Indexers, Delegators, and Curators work together to organize the data for the crypto economy and maintain a useful global API for DeFi and Web3.

The Graph

The Graph is capturing significant community attention as investors debate its role as critical web3 infrastructure versus concerns over token supply dilution, while recent protocol upgrades like the integration of Anthropic's Model Context Protocol continue to drive technical interest. While some traders view the current price as an undervalued accumulation opportunity for the long term, others remain skeptical, focusing on historical price volatility and questioning whether the project can reclaim its prior highs.

Far below the surface, where light no longer reaches and noise collapses into silence, the Sperm Whale endures.  It does not rely on speed or spectacle. It survives through mass, intelligence, and absolute awareness of its surroundings.  This project is shaped by the same principle — strength formed under pressure, movement guided by understanding, and conviction built where others cannot remain.  While the surface reacts, the deep decides.

The Sperm Whale

The SPERMWHALE meme coin is generating significant buzz as traders debate whether it could replicate the explosive momentum seen in similar speculative crypto assets. While some investors focus on signs of accumulation and relative price stability, others remain skeptical, warning of the risks inherent in such volatile market activity.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the following segments: B&W Renewable, B&W Environmental, and B&W Thermal. The B&W Renewable segment supports a circular economy, diverting waste from landfills to use for power generation and replacing fossil fuels, while recovering metals and reducing emissions. The B&W Environmental segment focuses on systems for cooling, ash handling, particulate control, nitrogen oxides and sulfur dioxides removal, chemical looping for carbon control, and mercury control. The B&W Thermal segment offers steam generation equipment, aftermarket parts, construction, maintenance, and field services for plants in the power generation, oil and gas, and industrial sectors. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox is trending following the announcement of a full notice to proceed on a $2.4 billion contract to provide natural gas-fired power generation for AI data centers, a development the community views as a major valuation catalyst. Investors are actively discussing the company's long-term growth potential in the AI infrastructure space and its strategic relationship with Applied Digital, while debating whether the stock's recent volatility is due to institutional accumulation or ongoing short-seller manipulation.

FUST (Fusion token) is the companion token of FUSD - with tokenomics which mirror those of a typical cryptocurrency. FUST can be placed in the FUST Fusion Miner and used to mine free FUSD. FUST has tokenomics which mirror those of a typical cryptocurrency, and allows those Degens who buy into the FUSD philosophy - but who also enjoy the thrill of chasing fast green candles - to make their play within the structure of the FUSD ecosystem and benefit from the best of both worlds; the possibility of a fast ride upwards whilst earning a passive income paid in our appreciating stable token courtesy of their FUST bag.

FUST Token

The FUST community is buzzing over its unique ecosystem, which focuses on generating passive income through an appreciating stablecoin, FUSD, rather than relying solely on speculative price action. Investors are actively discussing the platform's yield-generating model and rumored upcoming distribution events as key drivers for potential long-term momentum.

The Estée Lauder Companies, Inc. engages in the manufacture of skin care, makeup, fragrance and hair care products. It sells products under Estée Lauder, Clinique, Origins, MAC, Bobbi Brown, La Mer, Jo Malone London, Aveda and Too Faced. The company was founded by Estee Lauder and Joseph Lauder in 1946 and is headquartered in New York, NY.

Estee Lauder Cos., Inc. - Ordinary Shares - Class A

Estee Lauder Cos. Inc

Estee Lauder is at the center of investor focus following reports that it is in merger discussions with Spanish beauty group Puig. While the market is reacting to potential dilution risks and broader concerns over debt, the community is actively debating the deal's strategic viability versus its potential downside, with some seeing a long-term turnaround opportunity.

Tonix Pharmaceuticals Holding Corp. is a clinical-stage biopharmaceutical company, which focuses on the discovery, acquisition, and development of small molecules and biologics to treat and prevent human disease and alleviate suffering. Its portfolio includes TNX-102 SL, TNX-601, TNX-801, and TNX-1800. The company was founded by Seth Lederman and Donald W. Landry on November 16, 2007 and is headquartered in Berkeley Heights, NJ.

Tonix Pharmaceuticals Holding Corp

Tonix Pharmaceuticals is attracting investor interest following recent insider buying from CEO Seth Lederman and positive developments in the commercial launch of their fibromyalgia treatment, TONMYA. While shareholders remain focused on the potential for future institutional growth and strategic partnerships, community discussions are currently centered on navigating ongoing volatility, monitoring weekly prescription trends, and evaluating the company's long-term cash runway.

Abivax SA engages in the sale, research, distribution, and development of biopharmaceutical products. It offers commercial and development products of anti-viral compounds and human vaccines. The commercialized products include vaccines for typhoid fever, meningococcus, and leptospirosis. The products under development include vaccines for chronic hepatitis B, ebola, and dengue virus. The company was founded by Philippe Pouletty on December 4, 2003 and is headquartered in Paris, France.

Abivax - ADR

Abivax is trending due to persistent M&A speculation, with investors closely watching reports of a potential multibillion-dollar buyout by major pharmaceutical players like Eli Lilly and AstraZeneca. The community is actively discussing the stock's significant valuation premium, the impact of recent clinical data and analyst target increases, and the implications of potential government regulatory scrutiny in France.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech 100 is trending as investors debate the sustainability of its massive premium to Net Asset Value, with many comparing it to other proxy plays for high-profile private companies like SpaceX and OpenAI. While some in the community see it as a volatile vehicle to capture private unicorn growth, others express caution, highlighting that its market price significantly exceeds the reported value of its underlying holdings.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

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<ul class="summary-bullets"><li>Raymond James lowered the price target on Mobileye to $16 from $19 with an ‘Outperform’ rating on the shares after its Q4 results.</li><li>RBC Capital lowered its price target to $13 from $14 with a ‘Sector Perform’ rating on the shares, citing lower-than-expected FY26 EBIT guidance.&nbsp;</li><li>Meanwhile, HSBC analyst Pushkar Tendolkar downgraded Mobileye to ‘Hold’ from ‘Buy’ with a price target of $11.</li></ul>Shares of Mobileye Global Inc. (MBLY) fell nearly 7% on Friday amid a slew of price target cuts from Wall Street analysts after the company reported its fourth-quarter results on Thursday.Raymond James, RBC Capital, Morgan Stanley, UBS, Canaccord, Goldman Sachs, and Mizuho were among the analysts who lowered targets on the advanced driver assistance systems (ADAS) company.<h2 class="st-heading-2">Street Consensus</h2>Raymond James lowered the price target on Mobileye to $16 from $19 with an ‘Outperform’ rating on the shares after its Q4 results, according to TheFly. The analyst said the company’s FY26 guidance reaffirmed it as a transition year, but the firm sees room for upside in late 2026.RBC Capital lowered its price target on the company to $13 from $14 with a ‘Sector Perform’ rating on the shares, citing lower-than-expected FY26 earnings before interest and tax (EBIT) guidance. The analyst said that while it remains constructive on Mobileye’s robotaxi and humanoid platforms, it also sees near term headwinds from OEM insourcing on advanced autonomy.Morgan Stanley analyst Andrew Percoco cut the firm's price target to $12 from $13 and kept an ‘Equal Weight’ rating on the shares, adding that the firm sees downside risk extending into 2027 estimates.UBS lowered the firm's price target to $12 from $13 with a ‘Neutral’ rating on the shares while Canaccord cut its price target to $24 from $30 with a ‘Buy’ rating on the shares.Goldman Sachs lowered Mobileye’s price target to $12 from $13 and kept a ‘Neutral’ rating on the shares and Mizuho lowered its target to $11 from $12 with a ‘Neutral’ rating.Meanwhile, HSBC analyst Pushkar Tendolkar downgraded Mobileye to ‘Hold’ from ‘Buy’ with a price target of $11.<h2 class="st-heading-2">Latest Results</h2>The company posted Q4 revenue of $446 million, beating analyst estimates of $431.85 million by about 3% as per data from Fiscal.ai, and posted a net loss of $127 million, compared to $71 million of loss posted in the same period last year.The company said that its latest quarterly revenue fell 9% compared to Q4 2024, primarily due to an 11% reduction in EyeQ SoC volumes caused by a balancing of supply and demand that resulted in tighter-than-normal inventory levels at Tier 1 customers exiting 2025.Meanwhile, Mobileye provided a revenue guidance of between $1.9 billion and $1.98 billion for FY26, compared with a street expectation of $1.96 billion based on 24 analyst estimates on data from Fiscal.ai.The company said it expected an adjusted operating income of between $170 million and $220 million, compared to street expectations of $195 million.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around MBLY shares jumped to ‘bullish’ territory from ‘neutral’ over the past day, amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_24_at_3_14_15_AM_png_905fc6b269.webp" alt="On Stocktwits, retail sentiment around MBLY shares jumped to ‘bullish’ territory from ‘neutral’ over the past day, amid ‘high’ message volumes." width="1280" height="158"></figure>Shares of MBLY declined over 41% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

In this photo illustration, a person holds a smartphone displaying the logo of Mobileye Global Inc.

Mobileye Shares Tanks Nearly 7% — What Does The Street Think About The Stock?

Raymond James, RBC Capital, Morgan Stanley, and UBS, were among analysts who lowered price targets on Mobileye Global. 

Equity

<ul class="summary-bullets"><li>Innodata&nbsp;stock has mainly traded sideways in 2025 and remains well supported technically.</li><li>It is still up about 32% year to date despite missing the broader AI rally.</li><li>Retail engagement has surged on Stocktwits, while all analysts covering the stock have bullish recommendations.</li></ul>Small-cap Innodata Inc. (INOD) has come onto the radar of retail traders as the stock slowly recovers from the steep pullback following its early-October peak. Notwithstanding the volatility seen in the second half of the year,&nbsp;<a href="https://stocktwits.com/symbol/INOD">Innodata’s stock</a> is still up about 32%. The gains, however, are underwhelming relative to some artificial intelligence (AI) plays.Innodata has an AI connection, though in a more peripheral sense. The company functions as an AI enabler, providing data engineering services to a range of technology clients, including hyperscalers, financial services firms, and government agencies, and can rightly be called a "picks-and-shovels" play, a term used to refer to supplying essential tools and infrastructure to a booming industry.Based in New Jersey, Innodata offers a broad suite of capabilities, including data collection and annotation, data curation and enrichment, generative AI and large language model (LLM) support, AI model testing and validation, and content engineering and transformation.<h2 class="st-heading-2">Retail Interest Builds</h2>Innodata has drawn the attention of retail traders due to its credentials as an AI play. The one-year change in the follower count for the stock on Stocktwits is 141%. The message volume change on the stream over 30 days increased by about 550%.Retail sentiment toward the stock was ‘bullish’ as of early Tuesday, although the mood has seen volatility throughout the year.<figure class="image"><img style="aspect-ratio:719/439;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_30_at_7_08_33_AM_png_2f22f8b2a0.webp" alt="Screenshot 2025-12-30 at 7.08.33 AM.png" width="719" height="439"></figure>&nbsp;Retail chatter <a href="https://stocktwits.com/AI_Bull_/message/640382964">surrounded</a> a strategically significant “new relationship” that the company flagged on the third-quarter earnings call. Since the company stated that the unnamed partner is a leader in the military and government sectors, retail watchers played a guessing game, throwing up names such as Lockheed Martin and Palantir.Another watcher <a href="https://stocktwits.com/Stocks1234567891011/message/640369151">said</a> the Innodata story is only beginning.&nbsp;According to Koyfin, the average analyst price target for Innodata is $93.75, implying roughly 80% upside from current levels. All four analysts covering the stock have either a ‘Buy’ or ‘Strong Buy’ rating.In an October note, Wedbush analyst Daniel Ives named Innodata as among the top candidates that are likely to be acquired this year.&nbsp;<h2 class="st-heading-2">How INOD Stock Performed This Year</h2>Innodata did not partake substantially in the strong AI rally seen on either side of the across-the-board April tariff sell-off. The year’s move can be characterized as broadly sideways, interspersed with small rallies and pullbacks. Following the release of Innodata’s second-quarter results in late July, the stock picked up some upward momentum. The uptrend lasted for a month, until early October, when the stock began to retrace the move.&nbsp;&nbsp;The stock is currently well-supported by its 200-day simple moving average (SMA) ($51.30) on a one-year chart. The 14-day relative strength index (RSI) is currently at 42, suggesting the stock is approaching the neutral zone.<img src="https://news.stocktwits-cdn.com/INOD_YTD_Stock_Trajectory_png_01a69319c8.webp" alt="INOD YTD Stock Trajectory.png">Source: Koyfin<h2 class="st-heading-2">How Innodata’s Fundamentals Stack Up</h2>Innodata’s third-quarter results, released in early November, showed 20% year-over-year (YoY) growth in revenue to $62.6 million, and adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) more than doubled to $42.2 million. The net income was at $8.3 million.&nbsp;Looking ahead, the company reiterated its guidance for 45% or more YoY organic growth for 2025, and hinted at “continued transformative growth in 2026 based on new wins and strong momentum."Last month, the company launched Innodata Federal, a dedicated government-focused business unit designed to deliver mission-critical AI solutions to U.S. defense, intelligence, and civilian agencies.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-ev-business-feels-heat-what-automotive-delivered-in-2025/cL74yLcREUi">Tesla’s Core EV Business Is Feeling The Heat — What Its Automotive Segment Really Delivered In 2025</a>

In this photo illustration, the Innodata logo is seen displayed on a smartphone and in the background. 

Innodata Emerges As Picks-And-Shovels AI Play Poised For 80% Upside Ahead – And It Is Back On Retail's Radar

Innodata operates as an AI enabler rather than a core AI platform, but is delivering strong revenue and EBITDA growth and guiding for 45%+ organic growth in 2025.

Innodata Emerges As Picks-And-Shovels AI Play Poised For 80% Upside Ahead – And It Is Back On Retail’s Radar

Innodata operates as an AI enabler rather than a core AI platform, but is delivering strong revenue and EBITDA growth and guiding for 45%+ organic growth in 2025.


<ul class="summary-bullets"><li>Intuitive Machines intends to test and refine its Moon RACER rover in Texas A&amp;M University’s facility.</li><li>The $200 million state-funded space institute is slated to open in late 2026.</li><li>On November 4, the company acquired Lanteris Space Systems for $800 million.</li></ul>Intuitive Machines Inc. (LUNR) stock gained the spotlight on Friday as the company’s latest collaboration with Texas A&amp;M Space Institute and acquisitions drew investors’ attention.&nbsp;The space technology company works on new ways to make traveling to and operating on the Moon more affordable. In 2024, the company’s Nova-C lander touched down on the Moon, marking the first U.S. landing there since 1972.&nbsp;<h2 class="st-heading-2">Partnership With Texas A&amp;M</h2>The company will occupy a dedicated bay at Texas A&amp;M University’s new space institute facility.&nbsp;The Institute will create conditions that mirror the Moon on an unprecedented scale and with unparalleled realism, helping researchers anticipate how machines behave on rugged terrain, under extreme lighting shifts, and in lower gravity.The $200 million state-funded project is slated to open in late 2026 and will feature a 400,000-square-foot indoor landscape designed to replicate both lunar and Martian surfaces.Intuitive Machines intends to test and refine its Moon RACER rover, a reusable crewed and autonomous vehicle developed to support NASA’s Artemis missions, in the upcoming institute.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2><a href="https://stocktwits.com/symbol/LUNR">Intuitive Machines’ stock</a> traded over 7% higher on Friday. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory. Message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:928/100;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_14_125642_png_3f8f9fa4bf.webp" alt="LUNR’s Sentiment Meter and Message Volume as of 12:30 p.m. ET on Nov. 14, 2025 | Source: Stocktwits" width="928" height="100"><figcaption>LUNR’s Sentiment Meter and Message Volume as of 12:30 p.m. ET on Nov. 14, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 110% surge in user message count over 24 hours, as of Friday morning.&nbsp;A bullish Stocktwits user said the company will drive the space economy in the future.&nbsp;<stembedurl>https://stocktwits.com/ERQ/message/636222614</stembedurl>Another user highlighted that they have added to their position.&nbsp;<stembedurl>https://stocktwits.com/RothFun/message/636221910</stembedurl>On November 4, Intuitive said it has entered into a definitive agreement to acquire Lanteris Space Systems for $800 million.&nbsp;LUNR stock has lost over 48% of its value in 2025 and more than 9% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ondas-stock-receives-upgrade-on-backlog-strength-revenue-boom/cLPQiO3RE4F">Ondas Stock Receives Upgrade On Backlog Strength, Revenue Boom</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The contract will also mark the debut of Intuitive Machines’ lunar satellite constellation that will provide enhanced data and transmission services and autonomous operations.

Intuitive Machines Sparks Retail Buzz On Partnership And Acquisitions: More Details Inside

Intuitive Machines intends to test and refine its Moon RACER rover in Texas A&M University’s facility.

Intuitive Machines will occupy a dedicated bay at Texas A&M University’s new space institute facility. 


AI Payoff Worries Continue: What Lies Ahead of AI ETFs?

AI's growth outpaces profits as firms pour billions into infrastructure. Do lower P/E AI-focused ETFs ??? XT and ROBO ??? offer a smarter entry point?

Mobileye Global, Inc. (MBLY) shares ended over 8% higher on Tuesday and climbed marginally in after-hours trading after the autonomous driving technology firm revealed a partnership with a European auto giant.Volkswagen (VWAGY) is partnering with Valeo and Mobileye to enhance its driver assistance systems to Level 2+ in upcoming models built on the MQB platform.The upgrade, which will be rolled out in the next few years, aims to improve safety and driving comfort while meeting regulatory standards.The system will enable hands-free driving on approved highways and include features like traffic jam assist, hazard detection, parking assist, driver monitoring, and 360-degree emergency assist.&nbsp;Future updates may also incorporate augmented reality displays.That announcement sent message volume for Mobileye on Stocktwits soaring by 4,900% over the last 24 hours, with sentiment remaining ‘bullish’.<figure class="image"><img style="aspect-ratio:1318/302;" src="https://news.stocktwits-cdn.com/MBLY_sentiment_and_message_volume_as_of_March_25_png_03680df57c.webp" alt="MBLY sentiment and message volume as of March 25.png" width="1318" height="302"><figcaption>MBLY sentiment and message volume as of March 25. | source: Stocktwits</figcaption></figure>One watcher on the platform was encouraged by the broad prospects presented by Mobileye’s autonomous driving technology.<stembedurl>https://stocktwits.com/amkhk/message/609176041</stembedurl>Another wondered if it was a good time to enter the stock.<stembedurl>https://stocktwits.com/tradegames/message/609218283</stembedurl>Mobileye got a major boost last month after BofA Securities&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mbly-stock-soars-on-bofa-upgrade/ch5EL2GRtw">upgraded</a> the stock, saying that it sees the company’s 2025 guidance as offering stability despite cautious views on growth and profitability.&nbsp;The bullish call from&nbsp;the&nbsp;Wall Street&nbsp;brokerage came&nbsp;close&nbsp;on the heels of a report about ride-hailing company Lyft planning to introduce fully autonomous robotaxis, powered by Mobileye, on its platform in Dallas as soon as 2026.&nbsp;&nbsp;Shares of Mobileye are trading at an about 21% discount to analysts’ average price target of $20.13, according to Koyfin data.&nbsp;Of the 28 analysts covering the stock on Wall Street, 12 recommend ‘buy’, four ‘strong buy’, 10 ‘hold’ and two ‘strong sell.’<a href="https://stocktwits.com/symbol/MBLY">Mobileye stock</a> is down more than 17% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Mobileye Global, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 23, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)

Mobileye Sees Highest Spike In Auto Retail Chatter As Stock Jumps On Volkswagen Tie-Up

Volkswagen is partnering with Valeo and Mobileye to enhance its driver assistance systems to Level 2+ in upcoming models built on the MQB platform. 

Shares of Mobileye Global surged more than 15% on Monday afternoon, reaching a one-month high and on track to register its biggest single-day gain ever.&nbsp;The rally came after Bank of America (BofA) Securities reportedly upgraded the stock to ‘Neutral’ from ‘Underperform,’ raising its price target to $19 from $12, bringing the stock just shy of that target.&nbsp;BofA said it sees Mobileye’s 2025 guidance as offering stability despite cautious views on growth and profitability.&nbsp;The analysts also pointed to potential contract wins as a catalyst for positive sentiment, with the company’s 2025 outlook reducing downside risks to estimates.Mobileye, which specializes in autonomous driving technology, had previously projected full-year revenue between $1.69 billion and $1.81 billion, and adjusted operating income between $175 million and $260 million.&nbsp;However, analysts had expected higher revenue of $1.92 billion.&nbsp;BofA analysts believe that while the outlook is below consensus, it limits risks and that contract wins, including deals for its SuperVision/Chauffeur system and advanced driver assistance systems (ADAS) with automakers in Japan, Europe, and the U.S., could provide a much-needed boost.Further details about the company’s trajectory suggest that widespread adoption of its technology could take time, with BofA predicting that significant earnings growth may not occur until 2027.&nbsp;The company currently faces stiff competition from companies like Alphabet’s Waymo and Tesla.<figure class="image"><img style="aspect-ratio:1318/324;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/MBLY_sentiment_and_message_volume_Feb_10_4d529f0d08.png" alt="MBLY sentiment and message volume Feb 10.png" width="1318" height="324"><figcaption>MBLY sentiment and message volume Feb 10 as of 1 pm ET | source: Stocktwits</figcaption></figure>On Stocktwits, sentiment for Mobileye turned more bullish, with retail traders reacting to a major development earlier in the day.&nbsp;TechCrunch <a href="https://stocktwits.com/news-articles/markets/equity/lyft-to-launch-mobileye-powered-robotaxis-in-dallas-by-2026/ch5EWRURtH">reported</a> that Lyft plans to introduce fully autonomous robotaxis, powered by Mobileye, on its platform in Dallas as soon as 2026.&nbsp;Marubeni, a Japanese conglomerate, is expected to own and finance the vehicles equipped with Mobileye’s technology, which will be available on Lyft’s ride-hailing app.While some users were optimistic, believing the stock could reach $20 or even $30 this year, others remain cautious, considering the competition and challenges ahead.&nbsp;<stembedurl>https://stocktwits.com/diamondoptionsinc/message/603565260</stembedurl><stembedurl>https://stocktwits.com/Mistaowen/message/603565767</stembedurl><a href="https://stocktwits.com/symbol/MBLY">Mobileye’s stock</a> is still down over 20% in the past year and currently trades at around 63 times its forward 12-month earnings estimate, according to Koyfin.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Mobileye Stock Poised for Best Day Ever: Retail Cheers As BofA Upgrade Adds Spark To Lyft Robotaxi Deal Buzz

BofA said it sees Mobileye’s 2025 guidance, which missed estimates, as offering stability despite cautious views on growth and profitability.

TempusAI, Inc. (TEM) stock jumped on Tuesday after the company launched an artificial intelligence (AI)-enabled healthcare concierge app for patients, sending the retail community into a tizzy.The Chicago, Illinois-based company provides AI-enabled precision medicine solutions to physicians to deliver personalized patient care.TempusAI announced the nationwide launch of “olivia,” an AI-enabled healthcare concierge app that empowers patients by bringing their healthcare-related data into one central location. It will also leverage advanced AI to provide actionable insights.Olivia includes features such as smart profile summary, AI-enabled notetaker, medical image sharing, health monitoring and direct data import. The app is now available for both iOS and Android devices.Eric Lefkofsky, CEO of Tempus, said, “Now, as AI becomes increasingly integrated into healthcare, tools like olivia will be essential in helping patients understand and navigate their care.”“This app goes beyond organizing information; it’s a proactive partner empowering patients to steer their health with confidence and clarity.”Separately, Rep. Nancy Pelosi (D-Calif) recently added TempusAI to her portfolio of holdings. The “Periodic Transaction Report”&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20026590.pdf">filed</a> by the former House Speaker on behalf of her and her husband Paul Pelosi showed that she bought&nbsp;50 call options to buy&nbsp;<a href="https://stocktwits.com/symbol/TEM">TempusAI stock</a> worth $50,001-$100,000. The call options have a strike price of $20 and an expiration date of Jan. 16, 2026.<figure class="image"><img style="aspect-ratio:631/143;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/temp_sentiment_ac8f9637df.png" alt="temp-sentiment.png" width="631" height="143"><figcaption>TEMP sentiment and message volume January 21, 2025, as of 11:35 am ET | Source:&nbsp;Stocktwits</figcaption></figure>On Stocktwits, sentiment toward TempusAI stock stayed ‘bullish’ (73/100). Retail chatter on the stock grew louder following these developments, with message volume at ‘extremely high’ levels.The stock was among the top five trending tickers on the platform.A watcher on the platform linked the move to Pelosi’s buy, with some suggesting a run up to $70.<stembedurl>https://stocktwits.com/EveryTimeICash/message/600850925</stembedurl>Another watcher commented that the duo of catalysts have squeezed the shorts out. According to Yahoo Finance data, about 5.54% of the outstanding shares were shorted as of Dec. 31.<stembedurl>https://stocktwits.com/Boring_Kitty/message/600850996</stembedurl>By mid-session, the stock jumped over 39% to $48.97, marking the highest level since early December.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: Nancy Pelosi Reveals Big Tech Trades With Apple, Nvidia, Amazon, Alphabet: How Does Retail Sentiment Stack Up?

In this photo illustration logo of Tempus AI is seen on a smartphone against a screen displaying a trade markets illustration on April 15, 2024 in Krakow, Poland. 

TempusAI Stock Surges On AI-Enabled Healthcare App Launch, Pelosi Buy: Retail Mood Stays Buoyant

TempusAI’s olivia includes features such as smart profile summary, AI-enabled notetaker, medical image sharing, health monitoring and direct data import.

A few artificial intelligence-levered companies evinced enough confidence in a Wedbush analyst that he either upgraded or increased his price targets for their shares. Retail sentiment toward these stocks, however, remained muted.Biggest Tech Transformation: AI marks the biggest tech transformation in over 40 years and it is now time for the broader tech sector to get in on the "AI party" following Nvidia Corp. (<a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">$NVDA</a>) and hyperscalers such as Microsoft Corp. (<a class="mention" data-mention="$MSFT" data-symbol-id="MSFT" href="https://stocktwits.com/symbol/MSFT" target="_blank">$MSFT</a>) and Alphabet, Inc. (<a class="mention" data-mention="$GOOGL" data-symbol-id="GOOGL" href="https://stocktwits.com/symbol/GOOGL" target="_blank">$GOOGL</a>) (<a class="mention" data-mention="$GOOG" data-symbol-id="GOOG" href="https://stocktwits.com/symbol/GOOG" target="_blank">$GOOG</a>), said Daniel Ives in a note published on Sunday."The AI Software era is now here in our view," said the analyst.To reflect his bullish view, Ives made adjustments to his models for Snowflake, Inc. (<a class="mention" data-mention="$SNOW" data-symbol-id="SNOW" href="https://stocktwits.com/symbol/SNOW" target="_blank">$SNOW</a>), Elastic N.V. (<a class="mention" data-mention="$ESTC" data-symbol-id="ESTC" href="https://stocktwits.com/symbol/ESTC" target="_blank">$ESTC</a>), Palantir Technologies, Inc. (<a class="mention" data-mention="$PLTR" data-symbol-id="PLTR" href="https://stocktwits.com/symbol/PLTR" target="_blank">$PLTR</a>) and Salesforce, Inc. (<a class="mention" data-mention="$CRM" data-symbol-id="CRM" href="https://stocktwits.com/symbol/CRM" target="_blank">$CRM</a>).Snowflake: Ives upgraded Snowflake shares from "Neutral" to "Outperform," with a $190 price target. The "optimization" phase has ended as sequential revenue growth continues to improve, the analyst said.&nbsp;"Snowflake is in the sweet spot to benefit from AI use cases over the next 12 to 18 months," Ives said.&nbsp;Snowflake recently reported a<a href="https://stocktwits.com/news-articles/markets/equity/snowflake-q3-2025-earnings-beat-estimates/cJITVQNRXi"> double beat&nbsp;</a>for the third quarter and upped its revenue guidance for the year.<figure class="image"><a href="https://stocktwits.com/symbol/SNOW"><img style="aspect-ratio:632/130;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/snow_sentiment_598f1f97ec.png" alt="snow-sentiment.png" width="632" height="130"></a><figcaption>&nbsp;SNOW sentiment and message volume November 25, 2024, premarket as of 1:35 am ET | Source:&nbsp;Stocktwits</figcaption></figure>Following the nearly 30% post-earnings run-up in the stock, retail sentiment took a high. On the Stocktwits platform, users harbored a ‘neutral’ sentiment (47/100) toward Snowflake stock.Elastic: Shares of Elastic climbed nearly 15% on Friday, reacting to the AI search company’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elastic-nv-stock-surges-after-q2-2025-earnings-beat/cJI5LCQRXu">second-quarter results.</a> Upgrading the stock to Outperform with a $135 price target, Ives said, "This is the right time at the right place for Elastic."The company is looking to consolidate spend from legacy vendors to next-gen migration, while also accelerating its express migration platform, the analyst said.On Stocktwits, the mood toward Elastic stock was ‘neutral,’ (49/100) with message volume remaining ‘neutral.’<figure class="image"><a href="https://stocktwits.com/symbol/ESTC"><img style="aspect-ratio:636/133;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/ESTC_SENTIMENT_cdd61f609e.png" alt="ESTC-SENTIMENT.png" width="636" height="133"></a><figcaption>&nbsp;ESTC sentiment and message volume November 25, 2024, premarket as of 1:35 am ET | Source:&nbsp;Stocktwits</figcaption></figure>Palantir:&nbsp;Ives hiked Palantir’s stock price target from $57 to $75, attributing the action to his increased confidence in the game-changing AIP strategy. "The Messi of AI growth story will see unprecedented demand as more enterprises realize the value of PLTR’s entire product suite with more AI use cases," he said.Wedbush has an "Outperform" rating on Palantir stock.<figure class="image"><a href="https://stocktwits.com/symbol/PLTR"><img style="aspect-ratio:638/133;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/PLTR_SENTIMENT_5255d1d74b.png" alt="PLTR-SENTIMENT.png" width="638" height="133"></a><figcaption>&nbsp;PLTR sentiment and message volume November 25, 2024, premarket as of 1:35 am ET | Source:&nbsp;Stocktwits</figcaption></figure>Retail sentiment toward the stock is 'bullish' (60/100), although message volume remained 'low.'Salesforce:&nbsp;Citing positive customer feedback, Wedbush hiked its price target for Salesforce stock from $325 to $375. The firm has an "Outperform" rating for the stock.&nbsp;The company is “advancing into its next wave of growth and capitalizing on the transformational demand for AI solutions,” said Ives.Salesforce is due to report its fiscal year 2025 third-quarter results after the market closes on Dec. 3. Analysts, on average, expect the customer relationship management software provider to report earnings per share of $2.44, up from $2.11 earned a year ago, and revenue of $9.35 billion, up from the year-ago’s $8.72 billion.<figure class="image"><a href="https://stocktwits.com/symbol/CRM"><img style="aspect-ratio:632/132;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/crm_sentiment_4e9256c26f.png" alt="crm-sentiment.png" width="632" height="132"></a><figcaption>CRM sentiment and message volume November 25, 2024, premarket as of 1:35 am ET | Source:&nbsp;Stocktwits</figcaption></figure>Retail is mostly sidelined on the stock, with the mood "neutral" (/46100), with “low” message volume.For updates and corrections email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/zoom-video-to-report-q3-2025-results-monday/cJIfdZ4RgB">Zoom Video’s Q3 Results In Spotlight Following Stock’s Stellar Run: Retail Upbeat</a>

Wedbush’s Dan Ives said AI marks the biggest tech transformation in over 40 years.

AI Plays Palantir, Salesforce Get Price Target Hikes, Snowflake, Elastic Upgraded But Retail Mood Subdued

The AI software stocks have now joined in the “AI Party”  following Nvidia and hyperscalers

Chinese search engine and artificial intelligence (AI) company Baidu, Inc. (<a class="mention" data-mention="$BIDU" data-symbol-id="BIDU" href="https://stocktwits.com/symbol/BIDU" target="_blank">$BIDU</a>) reported sub-par third-quarter earnings amid weakness in its core online marketing business.Beijing, China-based Baidu reported third-quarter non-GAAP earnings per ADS of 16.60 yuan or $2.37, marking a 19% year-on-year (YoY) decline and a 21% sequential drop. Analysts, on average, estimated 17.90 yuan per ADS for the quarter, according to Yahoo Finance.Total revenue slipped 3% YoY and 1% sequentially to 33.56 billion yuan or $4.78 billion, slightly ahead of the 33.43-billion-yuan consensus estimate polled by LSEG, according to Reuters.Baidu Core revenue was flat YoY to 26.5 billion yuan, with online marketing revenue slipping 4% to 18.8 billion yuan. The decline was offset by a 12% increase in online non-marketing revenue, driven by the AI Cloud business.Revenue from iQIYI, Baidu’s&nbsp;Chinese subscription video on-demand over-the-top streaming service, fell 10% to 7.2 billion yuan.Commenting on the quarterly performance, Robin Li, CEO of Baidu said, "Core's flattish third quarter top line reflected the ongoing weakness in our online marketing business, offset by the growth of our AI Cloud business."Li, however, said Baidu’s AI&nbsp; capabilities are gaining broader market recognition, as evidenced by increasing adoption of the ERNIE humanoid robot.&nbsp;The company’s robotaxi service “Apollo Go” has achieved another milestone with its sixth-generation autonomous vehicle RT6, which is now operating on public roads across multiple Chinese cities, he added.Rides provided by Apollo Go's fully driverless vehicles accounted for over 70% of total rides nationwide in the third quarter, rising further to 80% in October."Despite the near-term pressures, we remain steadfast in our AI-focused strategy and are confident in our long-term trajectory," Li said.Interim CFO Junjie He said core operating margins remained stable as the company managed to further optimize costs and realized cost efficiencies between business units.<figure class="image"><a href="https://stocktwits.com/symbol/BIDU"><img style="aspect-ratio:637/188;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/bidu_sentiment_bf502ab31c.png" alt="bidu-sentiment.png" width="637" height="188"></a><figcaption>NVDA sentiment and message volume November 21, 2024, as of 10:35 am ET | Source:&nbsp;Stocktwits</figcaption></figure>On Stocktwits, retail sentiment toward Baidu stock stayed 'bullish’ (61/100), with message volume spiking to 'extremely high.'Baiidu was among the top 10 trending stocks on Stocktwits on&nbsp;Thursday.Some retailers on&nbsp;the platform lamented over the company’s lack of shareholder return policy. Others said the stock is undervalued.Baidu's ADS listed on Nasdaq fell 6.98% to $80.69. It is down more than 27% so far this year amid the fundamental woes and general caution toward Chinese stocks.For updates and corrections email <a target="_blank" rel="noopener noreferrer nofollow" href="mailto:newsroom@stocktwits.com">newsroom@stocktwits.com</a>&nbsp;Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-ceo-jensen-huang-weighs-in-on-tariff-threat/cJIT8NfRX1">Nvidia CEO Commits To Trump Policy Support, Reveals Strategy To Offset Tariff Challenges: Retail Stays Bullish</a>

Baidu said it remains steadfast in its AI-focused strategy and is confident in its long-term trajectory. 

Baidu Stock Pulls Back On Mixed Q3 Results: Retail Applauds Company’s Positive Long-Term Commentary

Baidu said the ongoing weakness in the online marketing business was offset by the growth of its AI Cloud business.

Luminar Technologies, Inc. ($LAZR) shares rallied in premarket trading on Tuesday after the lidar maker reported a double miss for the third quarter and guided to sequential revenue growth for the fourth quarter.&nbsp;Speaking on the earnings call, CFO Thomas Fennimore weighed in on any potential impact from the just concluded 2024 presidential election.&nbsp;Responding to an analyst’s question on whether the election result and the incoming administration’s electric-vehicle policies would have any implications for the company, Fennimore said the management continues to monitor the geopolitical events and how those can impact its business.In the election held on Nov. 5, Republican Party’s Donald Trump emerged victorious, with the party gaining a majority in the Senate and inching toward taking control of the House too.Trump’s proposed policy measures are seen as largely anti-EV and clean energy, with the former president pledging to remove tax subsidies for green-energy companies.&nbsp;Luminar’s CFO said, “With regards to the election, look, I think it's too early for us to tell.”&nbsp;“We continually monitor geopolitical events and how that can impact our business,” he said.That said, the executive wasn’t losing sleep over the post-election dynamics. He said Luminar Tech is focused on executing its business plan, and developing and producing the best lidar in the industry.“We do that, we're going to be fine, no matter what happens in the geopolitical realm,” the CFO said.Orlando, Florida-based Luminar Tech reported a third-quarter non-GAAP loss per share of $0.16, narrower than the year-ago loss of $0.21 per share but wider than the consensus of $0.15 per share.Revenue fell year-over-year from $16.96 million to $15.49 million&nbsp;and missed the consensus estimate of $17.7 million.&nbsp;The company said it expects fourth-quarter revenue to grow moderately from the third quarter and the gross loss to improve significantly.Luminar Tech announced expanded partnerships with two global original-equipment manufacturers - an unnamed major Japanese automaker and Geely Automobile Holdings Ltd. ($GELYF)-owned Volvo Cars.In premarket trading as of 7:25 am ET, Luminar Tech shares rose 3.92% to $1.06.Read Next:&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/live-nation-reports-mixed-q3/cJ4iHm3ROQ">Live Nation Stock Rises Despite Mixed Q3 As CEO Touts 'Even Bigger 2025:' Retail Stays Cautious</a>For updates and corrections email newsroom@stocktwits.com&nbsp;

Luminar Tech CFO says the company is focused on producing the best lidar. | Source: Luminar Technologies Inc.

Luminar CFO Brushes Off Geopolitical Jitters After Trump's Presidential Win: ‘We’re Going To Be Fine’

Luminar Tech expects revenue and gross loss to improve sequentially in the fourth quarter.

First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF

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Current Price	$48.22
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Open	$47.82
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