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

ImmunityBio Inc

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

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

SoFi Technologies Inc

SoFi Technologies is trending after Jim Cramer's bullish comments ignited community debate on a potential rebound. Investors are also keenly watching for March 1st, when CEO Noto's share buying restriction lifts, as discussions continue around S&P 500 inclusion and the stock's recent decline despite strong fundamentals.

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 Group is trending after reporting strong Q4 earnings and robust revenue growth, fueling bullish excitement about its restaurant expansion. Conversely, a significant portion of the community expresses skepticism regarding its high valuation and decelerating same-store sales, despite the positive results.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending as it expands its "Amazon of transportation" vision by acquiring parking app SpotHero and making significant investments in autonomous vehicle infrastructure and partnerships globally. While strong user growth and a CFO share purchase signal confidence, the community remains divided over the stock's valuation and the long-term implications of its asset-heavy AV pivot amid ongoing legal and competitive pressures.

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

Lucid Group Inc

Lucid Group is trending after reporting mixed Q4 results, which showed increased revenue but also widening losses and substantial cash burn, fueling community debate over its long-term viability. The market is weighing future model launches and recent layoffs against persistent dilution concerns and the financial backing of the Saudi Public Investment Fund.

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

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending following its recent earnings report, which included softer-than-expected subscription revenue guidance and an immediate CEO change aimed at accelerating AI transformation, intensifying the ongoing debate among investors. The community is sharply divided, with many questioning Workday's valuation and the broader enterprise software sector's growth trajectory amidst concerns about AI disruption and the use of non-GAAP financial metrics.

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

MercadoLibre Inc

MercadoLibre is trending as its latest earnings report delivered strong revenue growth but a slight miss on profitability, sparking a debate among investors who weigh aggressive market share expansion against short-term margin pressures and sector competition. The community is actively discussing the stock's significant price volatility following the results.

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

Navitas Semiconductor Corp

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

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 following its robust earnings report, marking its 18th consecutive beat and raise, and providing positive GAAP net income guidance. The community is actively discussing its strong growth, strategic AI integration, and proprietary data as key differentiators, even amidst a broader software sector sell-off.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display Technologies, Specialty Materials, Environmental Technologies, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computer, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Environmental Technologies segment focuses on manufacturing ceramic substrates and filter products for emissions control in mobile applications. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning is experiencing a significant rally as escalating demand for its fiber optic solutions positions it as a critical infrastructure play for the accelerating buildout of AI data centers. The community is actively discussing a major agreement to supply a hyperscaler, anticipating additional similar deals, even as some caution about its rapid ascent and overbought indicators.

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Starbucks Corp.’s (SBUX) Chief Technology Officer, Deb Hall Lefevre, has reportedly stepped down as the company implements its second round of layoffs in corporate positions.According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/retail-consumer/starbucks-cto-resigned-monday-interim-named-2025-09-26/">report</a>, CFO Cathy Smith announced in an internal memo that Ningyu Chen, who formerly held the role of senior vice president of global experience technology, will serve as the interim chief technology officer.<a href="https://stocktwits.com/symbol/SBUX">Starbucks stock</a> inched 0.4% lower on Friday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory. Message volume improved to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:936/111;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_26_130932_png_8cb298665f.webp" alt="SBUX’s Sentiment Meter and Message Volume as of 01:00 p.m. ET on Sep. 26, 2025 | Source: Stocktwits" width="936" height="111"><figcaption>SBUX’s Sentiment Meter and Message Volume as of 01:00 p.m. ET on Sep. 26, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 134% increase in user message count in 24 hours as of Friday morning. A bullish Stocktwits user expressed optimism about the coffee giant’s leadership.&nbsp;<stembedurl>https://stocktwits.com/DisMania/message/630136304</stembedurl>The company is implementing cost-cutting measures as part of its effort to revive slowing sales.&nbsp;On Thursday, Starbucks announced that it will&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/starbucks-plans-900-job-cuts-store-closures-with-1-billion-restructuring/chDlIS1R34O">eliminate</a> approximately 900 corporate positions and close some underperforming stores in North America.&nbsp;“During the review, we identified coffeehouses where we’re unable to create the physical environment our customers and partners expect, or where we don’t see a path to financial performance, and these locations will be closed,” said CEO Brian Niccol in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/829224/000082922425000067/exhibit991.htm">letter</a> to shareholders.Niccol had launched the “Back to Starbucks” program after taking charge last year, aiming to restore its core café experience. The company had already laid off 1,100 corporate employees earlier in 2025.Starbucks’ stock has lost over 8% year-to-date and has gained over 14% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/beoing-stock-in-spotlight-after-faa-announces-some-ease-in-restrictions/chDVN4ZR3ej">Boeing Stock In Spotlight After FAA Announces Some Ease In Restrictions – More Details Inside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Consumers walk in front of Starbacks coffee shop in Galeria Krakowska shopping mall in central Krakow, Poland on July 11, 2025. 

Starbucks CTO Deb Hall Lefevre Reportedly Steps Down

According to a Reuters report, CFO Cathy Smith announced in an internal memo that Ningyu Chen, who formerly held the role of senior vice president of global experience technology, will serve as the interim chief technology officer.

Equity

According to a Reuters report, CFO Cathy Smith announced in an internal memo that Ningyu Chen, who formerly held the role of senior vice president of global experience technology, will serve as the interim chief technology officer.


Starbucks (SBUX) announced on Thursday that it’s cutting roughly 900 corporate jobs and closing underperforming North American stores as part of a sweeping cost-reduction and reinvestment plan aimed at reviving its cafes.<a href="http://stocktwits.com/symbol/SBUX">Starbucks’ stock</a> trimmed early losses to trade down 0.2% pre-market trade, at the time of writing. On Stocktwits, retail sentiment around the company improved to ‘neutral’ from ‘bearish territory over the past day.&nbsp;In an 8-K&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/ix?doc=/Archives/edgar/data/0000829224/000082922425000067/sbux-20250923.htm">filing</a> on Thursday, the coffee chain stated that its board has approved a restructuring plan that will close select company-operated locations and reduce non-retail headcount under its “Back to Starbucks” turnaround strategy. The company expects to book about $1 billion in related charges, with about 90% tied to its North American operations, and plans to complete most closures by the end of fiscal 2025.“During the review, we identified coffeehouses where we’re unable to create the physical environment our customers and partners expect, or where we don’t see a path to financial performance, and these locations will be closed,” said CEO Brian Niccol in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/829224/000082922425000067/exhibit991.htm">letter</a> to shareholders.&nbsp;Starbucks said its U.S. and Canadian company-operated store count will decline about 1% in fiscal 2025 after accounting for new openings, before returning to growth the following year. It added that savings will be redirected to store upgrades and expanded staffing, with more than 1,000 cafes slated for design overhauls in the next year.&nbsp;The coffee chain stated that affected employees will receive severance pay and, where possible, be offered transfers to nearby locations. The latest round of layoffs at Starbucks follows the company's announcement of 1,100 job cuts in February, earlier this year.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oklo-stock-is-down-5-percent-pre-market-today-here-is-an-important-update/chDlILmR34a">Oklo Stock Is Down 5% Pre-Market Today – Here’s An Important Update</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Starbucks logo on a white column at the 3rd China International Supply Chain Expo. (Photo by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Starbucks Plans 900 Job Cuts, Store Closures With $1 Billion Restructuring Charges

The coffee chain announced that its board has approved a restructuring plan that will close select company-operated locations and reduce non-retail headcount under its “Back to Starbucks” turnaround strategy. 

Tesla (TSLA) has reportedly told staff that it plans to launch its Robotaxi services in San Francisco this weekend.According to a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/tesla-robotaxi-bay-area-launch-san-francisco-memo-2025-7">report</a> by Business Insider, the EV maker informed employees that the timeline for the Robotaxi launch had been accelerated and could occur as soon as Friday. The memo to staff also stated that some Tesla owners would be invited to use the services, and users would pay for the Robotaxi rides.&nbsp;<a href="https://stocktwits.com/symbol/TSLA">Tesla’s stock</a> edged 0.5% higher in pre-market trade on Friday after plummeting 8.2% in the previous session after its latest quarterly results disappointed. Retail sentiment on Stocktwits around the company also improved to ‘neutral’ from ‘bearish’ territory a day ago amid ‘high’ levels of chatter.According to a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/tesla-faces-difficult-road-ahead-it-hopes-robotaxis-will-offset-declining-sales-2025-07-24/">report</a> by Reuters, CEO Elon Musk said Tesla is "getting the regulatory permission to launch" robotaxis in several states, including California, Nevada, Arizona, and Florida, during Wednesday's earnings call.&nbsp;He added that he expects operations to reach “half the population of the U.S. by the end of the year” and attain scale by the end of the year.&nbsp;Tesla has only been operating its Robotaxi fleet in Austin, Texas, so far, and it is not available to the general public. However, Musk asserted that the Robotaxi business would have a “material impact” on Tesla’s business by the end of the year and that the San Francisco Bay Area was the first on his list of expansion markets.&nbsp;He said that the Robotaxis will operate with a safety operator in the front seat during the initial deployment in the Bay Area.According to both reports, the California DMW official said that the company has not yet applied for a permit for driverless testing or deployment. The agency had granted Tesla a permit to provide transportation services for company employees. Still, it has not applied for any licenses that would allow it to provide commercial services to the public.&nbsp;Tesla’s stock has fallen more than 21% this year so far, but gained 35% over the last 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/microsoft-the-scottie-scheffler-of-software-says-wedbush-dan-ives-ahead-of-earnings/chobbpGR5vz">Microsoft Is the ‘Scottie Scheffler of Software,’ Says Wedbush’s Dan Ives Ahead of Earnings</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tesla Cybercab or Robotaxi two-passenger battery-electric self-driving car on display at the AutoSalon on January 10, 2025 in Brussels, Belgium. (Photo by Sjoerd van der Wal/Getty Images)

Tesla’s San Francisco Robotaxi Launch Could Happen As Soon As Friday: Report

During Wednesday's earnings call, Elon Musk said Tesla is "getting the regulatory permission to launch" robotaxis in several states, including California.

BlackRock Institutional Trust Company N.A. - iShares Global Consumer Discretionary 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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