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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as Warner Bros. Discovery evaluates a revised, higher bid from Paramount Skydance, driving fervent community discussion on whether Netflix should match the offer or walk away, with many believing the latter would lead to a significant stock rally by avoiding the acquisition.

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 Holdings is trending following reports of potential acquisition interest from Stripe, sparking widespread community discussion about a possible bidding war for the deeply undervalued payments giant. Investors are actively debating various buyout scenarios, recognizing PayPal's extensive user base and robust cash generation capabilities.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending after reporting strong earnings, achieving positive GAAP net income, and raising future guidance, highlighting consistent growth and strategic AI integration. Despite this positive news, the community reflects frustration as the stock's immediate market reaction appears impacted by broader software sector pressures and AI-related concerns, obscuring its fundamental strengths and proprietary data moat.

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

Lucid Group Inc

Lucid Group Inc. is a major talking point after its recent Q4 earnings reported impressive revenue growth and increased vehicle deliveries, but also revealed wider-than-expected losses and substantial cash burn, leading to recent workforce reductions and sparking community debate over the company's path to profitability amid significant dilution concerns.

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

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday shares are trending sharply lower after providing weaker-than-anticipated fiscal year 2027 subscription revenue guidance, which fuels broader investor concerns about decelerating growth and AI's impact on the enterprise software sector. The community is actively debating whether this represents a significant dip-buying opportunity or signals further challenges for traditional software models.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is trending amid mixed reactions to its latest financial results, showcasing robust revenue growth and record contract value in its AI-driven precision oncology platform, yet some community members are debating its forward growth projections and current valuation. The stock is a focal point for discussions on institutional accumulation and its long-term potential in healthcare AI.

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

Navitas Semiconductor Corp

Navitas Semiconductor is actively discussed following its Q4 earnings, which revealed declining revenue and widening losses, tempered by the unveiling of a 10 kW DC-DC power platform for next-gen AI data centers and a new foundry partnership. The community remains divided, weighing the immense potential of its GaN and SiC technology for the energy-intensive AI sector against ongoing concerns about its valuation and the crucial absence of definitive, revenue-generating contracts.

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

Cava Group Inc

CAVA Group Inc

CAVA is trending following its Q4 earnings report, which highlighted robust revenue and expansion plans, sparking community debate over profitability challenges and whether its high valuation is justified amidst mixed performance metrics.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery is trending as its board evaluates a revised offer from Paramount Skydance, which could be deemed a superior proposal, intensifying the bidding war and prompting community debate on whether Netflix will match or if regulatory hurdles will impact the high-stakes media acquisition.

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

Axon Enterprise Inc

Axon Enterprise is generating significant conversation following a strong Q4 earnings report and ambitious long-term revenue targets, with the community enthusiastically discussing its growth and potential impact from increasing body camera mandates, even as some debate its high valuation and recent market performance.

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<ul class="summary-bullets"><li>The SHIELD contract spans a wide range of potential projects aimed at modernizing homeland defense.</li><li>The SHIELD IDIQ program is managed by the U.S. Missile Defense Agency.</li><li>Last month, Redwire agreed to provide two International Docking System Standard-compliant docking systems for the Exploration Company (TEC).</li></ul>Redwire Corp. (RDW) announced on Tuesday that it has been selected as a participant in a major U.S. Department of Defense contract that could reach up to $151 billion in value.&nbsp;The award positions Redwire alongside other suppliers within a broad Missile Defense Agency program intended to accelerate the delivery of innovative capabilities to military end users.<h2 class="st-heading-2">Contract Details</h2>The multi-award indefinite delivery/indefinite quantity (IDIQ) agreement, known as the Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) contract, spans a wide range of potential projects designed to support homeland defense modernization.&nbsp;The SHIELD IDIQ program is managed by the U.S. Missile Defense Agency and is designed to give the government flexibility in procuring next-generation systems without guaranteeing specific contract amounts.After the announcement,&nbsp;<a href="https://stocktwits.com/symbol/RDW">Redwire stock</a> traded over 12% higher in Tuesday’s premarket.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying</h2>On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory while message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_073922_png_b783384736.webp" alt="RDW’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Jan. 27, 2026 | Source: Stocktwits" width="931" height="106"><figcaption>RDW’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Jan. 27, 2026 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user commended the contract win.&nbsp;<stembedurl>https://stocktwits.com/SueDoji33/message/642981346</stembedurl>Another user expressed optimism about multiple bidding angles for revenue under the broad program.&nbsp;<stembedurl>https://stocktwits.com/Snootyfrog/message/642981774</stembedurl><blockquote>“Redwire’s proven space and defense technologies, including unmanned aerial systems, advanced sensors, maneuverable spacecraft platforms, and agent-based modeling and simulation, position us to deliver resilient, multi-domain solutions for national security missions.”&nbsp;-Peter Cannito, Chairman and CEO, Redwire</blockquote><h2 class="st-heading-2">Space Tech Gains Momentum&nbsp;</h2>Redwire is a space and defense tech company focused on aerospace infrastructure, autonomous systems, and multi-domain operations, making use of digital engineering and AI automation.The stock gained momentum after President Trump signed a sweeping space policy executive order in December, launching an ambitious blueprint to reinforce America’s dominance in space exploration and setting aggressive goals for lunar missions, space security enhancements, and private-sector growth.&nbsp;Last month, Redwire agreed to provide two International Docking System Standard-compliant docking systems for the Exploration Company (TEC). RDW stock has declined by over 49% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-bzai-stock-surge-pre-market-today/cmyawUuR4L7">Why Did BZAI Stock Surge 24% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Redwire, an American space infrastructure company providing innovative technologies

Redwire Stock Surged 12% Pre-Market Today — What’s Fueling The Rally?

The award positions Redwire alongside other suppliers within a broad Missile Defense Agency program intended to accelerate the delivery of innovative capabilities to military end users.

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The award positions Redwire alongside other suppliers within a broad Missile Defense Agency program intended to accelerate the delivery of innovative capabilities to military end users.


Space ETFs Look Set for Continued Lift-Off Following Record Year

ARKX and other space ETFs are riding a surge as the S&P Kensho Space Index posts a record year, fueled by rising investment and defense focus.

ETFs to Consider Amid Geopolitical Woes and Higher US Military Budget 

Trump's $1.5T military budget and rising global tensions could lift defense ETFs and spill over into cybersecurity, AI, manufacturing and space ETFs.

Invest in Tomorrow's Space Economy With These ETFs

The space economy is taking off as innovation, SpaceX IPO buzz and Moon missions fuel sector growth. Here are ETFs to ride the sector's rapid growth and momentum.

Space ETFs Poised to Boost Your Portfolio Gains

The S&P Kensho Space Index's stellar rally, fueled by record $3.5B in global funding, signals booming investor confidence in the space economy.

3 Reasons to Buy Space ETFs With a Long-Term View

With SpaceX's progress, fresh IPOs, and government support, the space sector is drawing investors' attention, with ETFs like UFO, ARKX, SPRX, and ROKT offering diversified exposure.

Space IPOs Grabbing Attention: ETFs in Focus 

Aerospace IPOs are surging in 2025. ETF plays like UFO and ARKX drawing investor interest.

The Zacks Analyst Blog Highlights ARK Space Exploration & Innovation ETF, Spear Alpha ETF, Procure Space ETF and SPDR S&P Kensho Final Frontiers ETF

ARKX, SPRX, UFO and ROKT ride rising defense, tourism and climate demand as investor interest in space ETFs accelerates.

Space ETFs That Can Launch Your Portfolio Higher 

The S&P Kensho Space Index's 51.99% surge underscores investor enthusiasm as defense, tourism and climate tech fuel the booming space economy.

SPDR Series Trust - State Street SPDR S&P Kensho Final Frontiers ETF

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

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