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SpaceX engineers reusable launch vehicles and the Starlink satellite constellation for global broadband. Their focus on rapid reusability and vertical integration drives down launch costs and accelerates space access.

SpaceX PreStocks

Investors are actively debating the legitimacy of a tokenized SpaceX asset while simultaneously analyzing the broader implications of an expected SpaceX IPO. The community is heavily focused on identifying proxy stocks and potential pump-and-dump risks as speculative excitement builds around the aerospace sector.

London-based Quant Network is set to revolutionise blockchain technology with the development of their blockchain operating system Overledger. The experienced team are determined to fulfil the original vision of the internet by creating an open trusted network for people, machines, and data to operate securely and safely.  Overledger -the first interoperable blockchain operating system that facilitates internet-scale development of decentralised, multi-chain applications. Overledger has the ability to unlock and distribute value and applications across current and future blockchains. It is an agnostic platform that connects the world's networks to blockchains and ensures you're not limited to any single a vendor or technology. Overledger is the only platform that facilitates the development of internet-scales development of decentralised, multi-chain applications.

Quant

Quant (QNT) is drawing attention as community members focus on its institutional-grade interoperability and potential role in upcoming bank-led tokenized asset pilots. While some investors remain cautious, many are actively accumulating during price consolidations, citing the token's scarcity and long-term utility as reasons to hold despite broader market volatility.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

Zcash is experiencing a surge in social sentiment driven by its privacy features and growing institutional interest, including reports of significant accumulation by corporate entities. Investors are actively debating its potential as a 'quantum-safe' alternative to Bitcoin, with many community members highlighting the upcoming Clarity Act as a major catalyst for long-term growth.

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 is trending following an exclusive U.S. supply agreement with Japan BCG Laboratory, a strategic move aimed at resolving the critical domestic BCG shortage and undermining the monopoly held by established suppliers. The community is actively discussing this as a major catalyst that strengthens ANKTIVA's commercial outlook, with investors eagerly anticipating further scientific updates at the American Urological Association annual meeting.

Pop Cat refers to a series of videos in which using an image of a cat named Oatmeal, the cat is photoshopped as if it's opening its mouth wide in an O shape.

Popcat

Popcat is currently trending as investors debate the sustainability of its price action and compare its momentum to other popular cat-themed meme coins in the Solana ecosystem. Community sentiment remains highly divided, with many traders accumulating on dips while others express frustration over the token's recent volatility and its lagging performance relative to broader market moves.

Direxion Shares ETF Trust - Direxion Daily 20+ Year Treasury Bull 3X Shares

Direxion Daily 20+ Year Treasury Bull 3X Shares

TMF is trending as investors aggressively debate the future of long-term interest rates, with the community split between those betting on a recession-driven rate collapse and others shorting the asset due to persistent inflationary pressures and elevated bond yields. Sentiment remains heavily polarized as traders weigh the impact of potential fiscal policy shifts and labor market weakness against the ongoing struggle of leveraged bond ETFs to gain traction.

Planet Fitness, Inc. engages in the operation and franchising of fitness centers. It operates through the following segments: Franchise, Corporate-Owned Clubs, and Equipment. The Franchise segment includes operations related to the company's franchising business in the United States, Puerto Rico, Canada, Panama, Mexico, and Australia. The Corporate-Owned Clubs segment consists of operations with respect to all corporate-owned clubs throughout the United States, Canada, and Spain. The Equipment segment involves the sale of equipment to franchisee-owned clubs in the United States, Canada, and Mexico. The company was founded by Michael Grondahl and Marc Grondahl in 1992 and is headquartered in Hampton, NH.

Planet Fitness Inc - Ordinary Shares - Class A

Planet Fitness is currently at the center of investor focus as the company navigates a combination of weaker-than-expected growth guidance and significant insider buying. While the community is actively debating the company's recent marketing missteps and the intensifying competitive landscape in the budget-gym segment, market participants are split between those viewing the pullback as a buying opportunity and others concerned about long-term member retention.

Zepp Health Corp. engages in the development of smart wearable health and consumer fitness devices. It empowers users to achieve their well-being goals by optimizing their health, fitness, and wellness journeys. Its brands include Amazfit, Zepp Clarity, and Zepp Aura. The company was founded by Huang Wang in 2013 and is headquartered in Gorinchem, Netherlands.

Zepp Health Corporation - ADR

Huami Corp

Huami Corp is trending as investors weigh its rapid, momentum-driven price surge against questions about the sustainability of its growth and competitive positioning in the wearables market. Community members are actively debating the company's long-term valuation potential versus concerns regarding its business fundamentals, recent product lineup fragmentation, and heavy institutional accumulation.

Evolution Metals & Technologies Corp. engages in developing a global supply chain for critical minerals and materials. It focuses on automotive, renewable energy, and military and defense sectors. The company is headquartered in West Palm Beach, FL.

Evolution Metals & Technologies Corp.

Evolution Metals & Technologies Corp. Common Stock

Evolution Metals & Technologies is drawing significant investor interest as a low-float play positioned within the domestic rare earth supply chain. While some users are betting on the company's tech-integrated mining approach to disrupt the sector, others are cautious of intense price volatility and concerns regarding heavy insider control.

JBS NV is a food company that engages in the sale of beef, pork, lamb meat and poultry products. It offers its products to supermarkets, club stores, other retail distributors, and foodservice companies. The company was founded on October 9, 2019 and is headquartered in Amstelveen, the Netherlands.

JBS N.V. - Ordinary Shares - Class A

JBS is trending as investors monitor the company's evolving strategy to capture demand for high-value protein and functional nutrition in the face of shifting consumer trends. The community is actively debating the stock's valuation relative to its industry peers, the potential impact of dividend payouts, and the company's broader positioning within global food markets.

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<ul class="summary-bullets"><li>In an exclusive interview, CEO Scott Sanborn said that the rebrand to Happen Bank reflects a shift toward becoming a multi-product consumer banking platform.</li><li>Sanborn added that the expanded offerings now allow the company to “go up the funnel” in advertising and reach a wider audience.</li><li>He stated that future marketing decisions will remain data-driven, relying on testing rather than large, one-off bets.</li></ul>LendingClub (LC) CEO Scott Sanborn told Stocktwits that the company’s rebrand to Happen Bank moves to expand beyond its origins as a personal lending marketplace and compete more directly with SoFi Technologies (SOFI) for mainstream consumer banking customers.“When we were LendingClub, and the only product we had was personal loans, television — buying a stadium for $25 million a year — doesn’t make any sense,” he said in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://youtu.be/p7kLYo1QGZ8">exclusive interview</a> with Stocktwits’ Michele Steele. “There are too few people in that audience who need our product at the time we’re in front of them.”SoFi, on the other hand,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.espn.in/nfl/story/_/id/27620868/rams-chargers-new-home-named-sofi-stadium">secured</a> the naming rights deal for SoFi Stadium in September 2019 for 20 years, with annual payments exceeding $30 million. At the time, it was one of the highest naming rights fees in sports history.&nbsp;The company announced its rebrand alongside its first quarter (Q1) earnings. The company reported Q1 adjusted earnings per share of $0.44, beating the expected $0.36 per share, according to Koyfin data. Revenue came in at $252 million, higher than Wall Street’s estimate of $249 million.<h2 class="st-heading-2">Why The Economics Finally Work</h2>According to Sanborn, mass-market advertising only pays when the product stack is broad enough that any viewer has a meaningful probability of needing something you offer. A single-product lender fails that test every time. With Happen Bank offering checking, savings, personal loans, auto refinancing, home improvement financing, and home equity loans, new avenues open up.&nbsp;Happen Bank launched its home improvement loan weeks ago through a WiseTech partnership. Sanborn said home equity is in testing with strong early results.&nbsp;<blockquote>“The rebrand, the broader product mix, will open up the ability to go up the funnel in advertising. We will do that the same way we do everything, which is informed by data and lots of testing.”&nbsp;– Scott Sanborn, Chief Executive, LendingClub</blockquote>The product footprint has finally crossed the threshold where the SoFi playbook makes financial sense.<h2 class="st-heading-2">SoFi Vs LendingClub</h2>SoFi’s growth has been driven in part by aggressive brand-building and a broad financial ecosystem targeting high-credit consumers. The company has expanded membership rapidly in recent years, supported by cross-selling multiple financial products.LendingClub, by contrast, has historically relied more on marketplace lending and a hybrid banking model. While both companies offer unsecured personal loans with similar terms, their strategies have diverged in customer acquisition and brand positioning.<a href="https://stocktwits.com/symbol/LC/">LC’s stock</a> gained as much as 2.3% in premarket trade on Wednesday. Retail sentiment on Stocktwits around the company trended in ‘extremely bullish’ territory over the past day, accompanied by ‘extremely high’ levels of chatter.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_29_061007_png_e5cd295b8b.webp" alt="Screenshot 2026-04-29 061007.png" width="1253" height="144"><figcaption>LC retail sentiment and message volume on April 29 as of 6:50 a.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/SOFI">SOFI’s stock</a> also moved more than 2% higher in pre-market trade and was among the top trending tickers on Stocktwits ahead of the Q1 earnings call before market open. Retail sentiment around the company flipped to ‘bullish’ from ‘bearish’ over the past day, and chatter rose to ‘high’ from ‘normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_29_060950_png_9384df6373.webp" alt="Screenshot 2026-04-29 060950.png" width="1270" height="149"><figcaption>SOFI retail sentiment and message volume on April 29 as of 6:50 a.m. ET | Source: Stocktwits</figcaption></figure>Some users on the platform pointed to SoFi’s faster membership growth, suggesting LendingClub may need to scale marketing more aggressively to compete. Others focused on execution, arguing that the company’s expanded product suite now needs stronger promotion to drive adoption.<stembedurl>https://www.stocktwits.com/keremoner/message/651143592</stembedurl>LC’s stock has fallen more than 11% so far this year, while SOFI’s stock is down more than 30%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/michael-saylor-predicts-bitcoin-supply-shock-amid-mstr-buying-spree/cZB8uk2Re5y">Michael Saylor Predicts Bitcoin ‘Supply Shock’ Amid MSTR’s Buying Spree – Sees ‘Cambrian’ Explosion Ahead</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Facade of LendingClub high-rise with logo visible, reflecting surrounding skyscrapers in the Financial District, San Francisco, California, March 18, 2025. (Photo by Smith Collection/Gado/Getty Images)

EXCLUSIVE: The Rebrand That Puts LendingClub In SoFi's Lane — CEO Scott Sanborn Explains Why The Happen Bank Rebrand Is Built For Mass-Market

In an interview with Stocktwits, LendingClub CEO Scott Sanborn said large-scale advertising did not make sense when the company only offered personal loans, since too few viewers would need that product at any given time.

EXCLUSIVE: LendingClub CEO Explains Why Happen Bank Rebrand Puts Company In SoFi’s Lane

Equity

In an interview with Stocktwits, LendingClub CEO Scott Sanborn said large-scale advertising did not make sense when the company only offered personal loans, since too few viewers would need that product at any given time.


<ul class="summary-bullets"><li>Terrestrial Energy develops Generation IV IMSR nuclear plants, which are small, modular reactors that use molten salt technology to deliver low-cost, clean heat and power for industrial use.&nbsp;</li><li>The company aims to deploy its first plants in the early 2030s.</li><li>Retail users on Stocktwits actively discussed the company’s long-term potential in light of the new DOE announcement.</li></ul>Shares of Terrestrial Energy Inc. (IMSR) dropped about 2% in Thursday’s premarket trade after rallying in the previous session over news from the U.S. Department of Energy to advance the nation's capabilities in recycling used nuclear fuel.Retail interest in the stock surged, with message volumes jumping by over 266% in 24 hours, according to Stocktwits data. Meanwhile, retail sentiment improved from ‘bullish’ to ‘extremely bullish’ territory in the same time period.<h2 class="st-heading-2">DOE’s Nuclear Push</h2>On Wednesday, the U.S. Department of Energy issued two Request for Applications (RFA) to boost nuclear fuel recycling in the country, aimed at strengthening the country’s nuclear industrial base and energy security.The initiatives, led by its Office of Nuclear Energy and Office of Environmental Management, sought proposals from private-sector companies to design, construct, and operate nuclear fuel recycling, processing, and fuel fabrication, including at a commercial site in Idaho."By unleashing the power of private industry, we will fast-track the development of advanced fuel cycle capabilities essential for the responsible management of our defense used nuclear fuel. This is a critical step in strengthening our domestic nuclear infrastructure and cementing America's place as the global leader in nuclear technology," said EM Assistant Secretary Tim Walsh.Terrestrial Energy develops Generation IV IMSR nuclear plants, which are small, modular reactors that use molten salt technology to deliver low-cost, clean heat and power for industrial use. The company aims to deploy its first plants in the early 2030s.IMSR stock closed up nearly 17% after the announcement.<h2 class="st-heading-2">Retail Confidence</h2>Retail users on Stocktwits actively discussed the company’s long-term potential in light of the new DOE announcement.One bullish user called Terrestrial Energy a “sleeper and most underrated” stock.<stembedurl>https://stocktwits.com/Judah731/message/651091801</stembedurl>Another user called the company a long-term investment “with great potential.”<stembedurl>https://stocktwits.com/AltF4/message/650870759</stembedurl>A third user said this was a “low visibility ticker” that still had limited institutional attention.<stembedurl>https://stocktwits.com/ModernFlow/message/651107951</stembedurl><a href="https://stocktwits.com/symbol/IMSR">IMSR stock</a> has gained more than 26% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nuclear Power Plant. Credit: Stock photo, Getty Images, Micha Pawlitzki

IMSR Drops Premarket But Retail Eyes Long-Term Investment In ‘Sleeper’ Stock

On Wednesday, the U.S. Department of Energy issued two Request for Applications to boost nuclear fuel recycling in the country.

<ul class="summary-bullets"><li>Bitmine purchased approximately 101,627 ETH over the past week, its largest weekly acquisition this year.</li><li>The company now holds more than 4% of Ethereum’s total supply, marking a significant concentration in the asset.</li><li>Its total balance sheet is approaching $14 billion, including crypto holdings, investments, and cash.</li></ul>Tom Lee-backed Bitmine Immersion Technologies (BMNR) shares fell in pre-market trade on Monday amid broader weakness in the markets after the company announced&nbsp;it now owns more than 4% of Ethereum’s (ETH) total supply.&nbsp;The company acquired around 101,627 ETH in the past week, which marks its largest weekly buy this year. Bitmine’s balance sheet, which includes 4.9 million Ethereum, Bitcoin (BTC), stake in “moonshot” companies and cash, is just $100,000 short of crossing $13 billion.&nbsp;“While many believe the crypto winter may last through the Fall of 2026, our view remains that the crypto winter is much closer to ending,” Lee said.&nbsp;He noted that previous downturns since 2015 have coincided with equity market declines of at least 20%.&nbsp;According to Lee, the 2025 crypto drawdown aligned with a roughly 20% drop in the S&amp;P 500, while the 2026 equity pullback has been more limited, at around 8%.<h2 class="st-heading-2">BMNR Stock Dips Despite Biggest Ethereum Buy Of The Year</h2><a href="https://stocktwits.com/symbol/BMNR/">BMNR’s stock</a> fell as much as 3.6% in pre-market trade. On Stocktwits, retail sentiment around the company continued to trend in ‘bullish’ territory, accompanied by ‘extremely high’ levels of chatter.Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> edged 0.6% lower in the last 24 hours, but held above $2,300. Retail sentiment around the leading altcoin flipped to ‘bearish’ from ‘bullish’ territory over the past day, but chatter stayed at ‘high’ levels.&nbsp;Bitmine said it has staked 3,334,637 staked ETH, representing $7.7 billion at Ethereum’s current price.&nbsp; "Bitmine has staked more ETH than other entities in the world,” said Lee, adding once Bitmine’s ETH is fully staked by the Made in America Validator Networks (MAVAN), he expects the company to generate rewards of $330 million annually.&nbsp;BMNR’s stock has fallen over 18% this year, while Ethereum’s price is down more than 20%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/btc-price-dropping-another-3-000-could-wipe-out-all-ceasefire-gains/cZBdJ8WRIyt">BTC Price Dropping Another $3,000 Could Wipe Out All Ceasefire Gains, Analyst Warns</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tom Lee's BMNR Nears $13B After Year’s Largest Ethereum Buy – Now Owns 4% Of All ETH

BMNR’s stock moved lower in pre-market trade amid broader weakness in the market after tensions between the U.S. and Iran escalated over the weekend.

Tom Lee's BMNR Nears $13B After Year’s Largest Ethereum Buy 

Cryptocurrency

Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?

<ul class="summary-bullets"><li>NCNO sees total revenues between $154.5 million and $156.5 million for its first quarter ending April 30.</li><li>As of January 31, 2026, cash, cash equivalents, and restricted cash at NCNO were $88.7 million and $213.5 million was outstanding under nCino’s revolving credit facility.</li><li>Adjusted net income attributable to nCino in the fourth quarter of fiscal 2026 was $0.37 per diluted share, above Wall Street projections of $0.21 per share.&nbsp;</li></ul>nCino (NCNO) shares jumped more than 19% on Tuesday after it reported higher fourth quarter earnings helped by record gross Annual Contract Value (ACV) bookings.&nbsp;The company who provides cloud-based software applications for financial institutions reported total revenues for the fourth quarter of fiscal 2026 of $149.7 million, a 6% increase from $141.4 million in the fourth quarter of fiscal 2025. Analysts expected revenue to be at $147.9 million, as per data from Stocktwits.&nbsp;Its subscription revenues for the fourth quarter of fiscal 2026 were $133.4 million, up from $125.0 million one year ago, an increase of 7%.Adjusted net income attributable to nCino in the fourth quarter of fiscal 2026 was $0.37 per diluted share compared to $0.19 per diluted share in the year-ago quarter. It was also well above Wall Street projections of $0.21 per share.&nbsp;As of January 31, 2026, cash, cash equivalents, and restricted cash at NCNO were $88.7 million and $213.5 million was outstanding under nCino’s revolving credit facility.“Fiscal 2026 was a landmark year for nCino, with both the fourth quarter and full fiscal year marking company records for gross ACV bookings, and we again exceeded financial guidance across all revenue and profitability metrics,” said Sean Desmond, Chief Executive Officer at nCino. “Our success this year reflects strong global sales execution, accelerating demand for our industry-focused AI capabilities, and the confidence our customers place in nCino as their long-term technology partner.”<h2 class="st-heading-2">Outlook</h2>NCNO sees total revenues between $154.5 million and $156.5 million for its first quarter ending April 30. It expects adjusted operating income to be between $38.0 million and $40.0 million.&nbsp;For its full year ending Jan. 31, the firm expects total revenues between $639.0 million and $643.0 million and subscription revenues between $569.0 million and $573.0 million.&nbsp;<h2 class="st-heading-2">Retail Reaction</h2>Retail reaction around NCNO stock trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;Shares in the company have fallen 42% so far this year.&nbsp;

In this photo illustration, the nCino company logo is seen displayed on a smartphone screen.

NCNO Stock Rallies More Than 19% After Hours – Here’s Why

The company reported total revenues for the fourth quarter of fiscal 2026 were $149.7 million, a 6% increase year-over-year.

<ul class="summary-bullets"><li>The measures are designed to align the Company’s cost structure with current business needs.</li><li>BARK expects these actions to result in up to $28 million of annualized cost savings.</li><li>The company said that about $26 million will be saved from workforce, operating efficiencies across sales &amp; marketing and general &amp; administrative.</li></ul>Shares of&nbsp;BARK Inc (BARK) jumped 7% on Monday’s after hours of trading as it provided an update on the&nbsp;company’s&nbsp;recent cost reduction initiatives and the status of potential refunds of tariffs previously paid under the International Emergency Economic Powers Act (IEEPA).<h2 class="st-heading-2">Cost Reduction Initiatives</h2>BARK said it has completed a series of cost reduction initiatives during the fourth quarter of fiscal year 2026 as part of a broader effort to improve operating efficiency, and drive profitability and free cash flow of the business.The measures are designed to align the&nbsp;company’s&nbsp;cost structure with current business needs. The&nbsp;company&nbsp;expects these actions to result in up to $28 million of annualized cost savings.The company said that about $26 million will be saved from workforce, operating efficiencies across sales &amp; marketing and general &amp; administrative, through targeted headcount reductions and attrition, increased use of automation, including Artificial Intelligence tools and streamlined utilization of external and offshore partners.&nbsp;“Over the past few months, we conducted a comprehensive review of the business with the goal of streamlining our cost structure that leverages our investments in Artificial Intelligence technologies and key strategic relationships,” said Matt Meeker, Chief Executive Officer of BARK.<h2 class="st-heading-2">Potential IEEPA Tariff Refunds</h2>The U.S. Supreme Court in February had ruled that tariffs imposed under IEEPA were not legally authorized. The matter was remanded to the U.S. Court of International Trade, which subsequently ordered IEEPA tariff refunds to be paid.&nbsp;U.S. Customs and Border Protection has announced plans to implement a system to process these refunds, with a target launch date of late April 2026.To date, BARK has paid approximately $15.4 million in incremental tariffs, with $10.5 million allocated to cost of goods sold for the company’s fiscal year ending March 31, 2026.<h2 class="st-heading-2">Retail reaction</h2>Retail sentiment around BARK trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;Shares in the company have risen 8.25% so far in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Chihuahua Lucy-Anne attends Olympus Fashion Week at Bryant Park February 7, 2005 in New York City. (Photo by Astrid Stawiarz/Getty Images)

Why Is Micro-Cap Stock BARK Rallying Today?

BARK said it has completed a series of cost reduction initiatives during the fourth quarter of fiscal year 2026 as part of a broader effort to improve operating efficiency, and drive profitability and free cash flow of the business.

<ul class="summary-bullets"><li>Sable’s onshore pipelines have been shut down for a decade since the 2015 Refugio Beach oil spill.</li><li>California Attorney General Rob Bonta had filed a lawsuit against the Trump Administration in January, challenging the PHMSA orders that “illegally assert” exclusive jurisdiction over two California onshore oil pipelines of Sable offshore.</li></ul>Sable Offshore shares rallied nearly 10% on Friday after White House invoked Defense Production Act aimed at bypassing California state regulations to allow oil production off the state coast in bid to ease global oil supply pressures created due to the ongoing Iran war.&nbsp;“Today’s order will strengthen America’s oil supply and restore a pipeline system vital to our national security and defense, ensuring that West Coast military installations have the reliable energy critical to military readiness”, Energy Secretary Chris Wright reportedly said. It was followed by an executive order by Donald Trump adjusting certain delegations under the U.S. Defense Production Act.&nbsp;Energy Secretary Chris Wright directed Sable Offshore Corp. to begin restoring operations for the Santa Ynez Unit and Santa Ynez Pipeline System in California, Bloomberg News report said.<h2 class="st-heading-2">Sable-California&nbsp;</h2>Sable’s onshore pipelines have been shut down for a decade since the 2015 Refugio Beach oil spill, when a corroded segment of one pipeline ruptured and released hundreds of thousands of gallons of oil near Santa Barbara.California Attorney General Rob Bonta in January had filed a lawsuit against the Trump Administration, challenging the Pipeline and Hazardous Materials Safety Administration’s (PHMSA) orders that “illegally assert” exclusive jurisdiction over two California onshore oil pipelines of Sable offshore which are known as the Las Flores Pipelines or lines CA-324 and CA-325, and allow them to restart operations.&nbsp;<h2 class="st-heading-2">Iran’s War Hitting Oil Supplies</h2>The efforts come at a time when the U.S.-Israel war with Iran has disrupted global supply of oil and other key energy products due to the blockade of Strait of Hormuz by Iran.The International Energy Agency this week announced it will release 400 million barrels of oil from their emergency reserves to help address disruptions in oil markets caused by the war in the Middle East.&nbsp;Retail sentiment around SOC trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;Shares in SOC have jumped 72% so far in 2026.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Trump Clears Path For Sable To Restart California Operations Amid Ongoing Iran War

 Energy Secretary Chris Wright directed Sable Offshore Corp. to begin restoring operations for the Santa Ynez Unit and Santa Ynez Pipeline System in California, Bloomberg News report said.

<ul class="summary-bullets"><li>Rumble CEO said that the firm has reached an inflection point.</li><li>The company said its loss per share during the quarter was at $0.13, compared to $1.15 per share from the year-ago quarter.</li><li>The loss during the quarter marginally missed analyst estimates of loss of $0.1 per share.</li></ul>Rumble Inc.&nbsp;shares fell nearly 4% in extended hours of trading on Thursday after it reported a 10% decline in fourth-quarter (Q4) revenue compared to the year-ago quarter.&nbsp;Revenue for Q4 was $27.1 million, in line with analyst expectations, as per Fiscal.ai. The revenue was a decrease of 10% from $30.2 million reported in the second quarter of 2024.&nbsp;The decline was attributable to a decrease in Audience Monetization revenues and lower Other Initiatives revenues, the company said.&nbsp;"Rumble has reached an inflection point. The investments we made throughout 2025, in platform stability, creator monetization, short-form video, and our sales infrastructure, are beginning to bear fruit,” said Chris Pavlovski, Rumble's Chairman and CEO.&nbsp;&nbsp;<h2 class="st-heading-2">Results In Detail</h2>Net loss for the fourth quarter was $32.7 million compared to a loss of $236.8 million in the fourth quarter of 2024, principally attributable to a $184.7 million loss in the change in fair value of derivative expense related to Tether's strategic investment in Rumble.The company said its loss per share during the quarter was at $0.13, compared to&nbsp;a loss of&nbsp;$1.15 per share from the year-ago quarter. The loss during the quarter marginally missed analyst estimates of loss of $0.1 per share.The company said that during the fourth quarter, it secured a $100 million advertising commitment from Tether, structured as $50 million per year over two years beginning in Q1 2026. The efforts are designed to advance Rumble Wallet integration, expand creator monetization, and accelerate new advertising solutions on the platform.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around RUM stock trended in&nbsp;the ‘bullish’ territory amid ‘high’ message volume.&nbsp;One bullish user predicted that Rumble’s 2026 looks good.&nbsp;<stembedurl>https://stocktwits.com/FredettenWahoo/message/646743733</stembedurl>Another user said that they knew the results will be in line with estimates as the company has declared results early.&nbsp;<stembedurl>https://stocktwits.com/Prostar/message/646743582</stembedurl>Shares in the company have fallen 13.4% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Rumble Stock Is Diving After Hours – What Happened To Q4 Revenue?

The decline in Q4 revenue was attributable to a decrease in Audience Monetization revenues and lower Other Initiatives revenues. The revenue was in line with analyst expectations, per Fiscal.ai. 

<ul class="summary-bullets"><li>Prior to his expected appointment as CEO, Luis Crespo served as President and Chief Revenue Officer at Plug.</li><li>Crespo was a principal architect of a multi-billion-dollar sales pipeline and cultivated strategic relationships with major enterprise customers, the company said.</li><li>The company posted a&nbsp;narrower adjusted loss per share of $0.06 in the fourth quarter compared to a loss per share of $0.29 from the year-ago quarter.&nbsp;</li></ul>Plug Power stock rallied 7.7% in extended hours of trading on Monday after it announced a change to its top company&nbsp;leadership.&nbsp;The company said that Jose Luis Crespo will assume the role of Chief Executive Officer effective March 2, 2026, replacing long-time CEO Andy Marsh.&nbsp;&nbsp;<h2 class="st-heading-2">CEO Details</h2>Prior to his expected appointment as CEO,&nbsp;Crespo served as President and Chief Revenue Officer at Plug Power (PLUG), where he led revenue strategy, global sales, and commercial operations across all product lines and market segments.Over his tenure, Crespo was a principal architect of a multi-billion-dollar sales pipeline, and cultivated strategic relationships with major enterprise customers, the company said.&nbsp;<h2 class="st-heading-2">Q4 Earnings</h2>Plug Power posted a&nbsp;narrower adjusted loss per share of $0.06 in the fourth quarter, compared to a loss per share of $0.29 from the year-ago quarter.&nbsp;The company reported fourth quarter 2025 revenue of $225.2 million. This marked a 17.6% growth over the fourth quarter of 2024 and increased 27.2% from the third quarter 2025. This revenue improvement was driven by higher equipment sales volumes and continued commercial momentum across core markets.&nbsp;The company in a security filing said that the restructuring plan that was launched in March 2025, as part of the Project Quantum Leap initiative under which the firm announced initiatives to reduce the company’s workforce, realign its manufacturing footprint, and streamline organization to enhance operational efficiency and improve overall liquidity was effectively completed during the fourth quarter of 2025.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around ASTS&nbsp;stock trended in&nbsp;the ‘bullish’ territory amid ‘high’ message volume.&nbsp;One bullish user praised the fourth quarter earnings.&nbsp;<stembedurl>https://stocktwits.com/FakeMoney12/message/646372275</stembedurl>Another user identified PLUG as one of the top growth stocks to invest in right now.<stembedurl>https://stocktwits.com/FCGNPower/message/646368905</stembedurl>Shares in the company have risen 21% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Plug Power Inc. logo is displayed on a smartphone screen.

Small Cap Stock Plug Power Rallies, Retail Cheers Q4 Earnings, New CEO Appointment

The company said that Jose Luis Crespo will assume the role of Chief Executive Officer effective March 2, 2026. 

<ul class="summary-bullets"><li>U.S. President Donald Trump on Monday said that while the U.S. has projected a timeline of four to five weeks for the Iran mission, the country has the capability to extend it far longer.&nbsp;</li><li>In other news, Red Cat on Monday announced that Allen Control Systems (ACS), has joined the Red Cat Futures Initiative.</li><li>ACS will collaborate with Red Cat to evaluate integration opportunities between its Bullfrog autonomous counter-drone system and Red Cat’s secure ISR platforms.&nbsp;</li></ul>Red Cat Holdings stock&nbsp;caught investors’ attention on Monday after the U.S. and Israel launched coordinated strikes on Iran over the weekend,&nbsp;boosting demand for defense stocks.&nbsp;Red Cat Holding&nbsp;Red Cat Holdings Inc. (<a href="https://stocktwits.com/symbol/RCAT">RCAT</a>) stock surged nearly 17% at the time of writing.&nbsp;<h2 class="st-heading-2">Spike In Defense Stocks</h2>The U.S. and Israel’s attack on Iran&nbsp;over the weekend,&nbsp;and retaliatory strikes by Iran in the&nbsp;Gulf region has put defense-related stocks in focus, with several rallying&nbsp;in anticipation that the war&nbsp;is expected to last weeks.&nbsp;U.S. President Donald Trump on Monday said that while the U.S. has projected a timeline of four to five weeks for the Iran mission, the country has the capability to extend it far longer.&nbsp;Red Cat is a drone technology company that integrates robotic hardware and software for military, government, and commercial operations.<h2 class="st-heading-2">Other News</h2>Red Cat on Monday announced that Allen Control Systems (ACS), has joined the Red Cat Futures Initiative, the company’s industry-wide consortium accelerating advanced autonomous systems for modern warfare.ACS will collaborate with Red Cat to evaluate integration opportunities between its Bullfrog autonomous counter-drone system and Red Cat’s secure (Intelligence, surveillance, and reconnaissance) ISR platforms, and command and control architecture.“U.S. and allied nations are seeking cost-effective and scalable counter-drone systems to provide a new layer of protection on the move and at the edge,” said Mike Wior, co-founder and CEO of ACS.&nbsp;“Partnering with Red Cat and joining the Futures Initiative allows us to integrate our fully autonomous precision weapons station into a proven unmanned platform, advancing these systems beyond basic requirements and enabling them to execute more advanced and complex missions for U.S. military forces and their allies,” Wior added.&nbsp;&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around RCAT&nbsp;shares trended in&nbsp;the ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One bullish user said that predicted $20 as the price target for the current week.&nbsp;<stembedurl>https://stocktwits.com/JMJTrading/message/646341982</stembedurl>Shares in the company have jumped 117% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Red Cat Stock Surges On US-Israel-Iran War

The U.S. and Israel’s attack on Iran over the weekend, and retaliatory strikes by Iran in the Gulf region has put defense-related stocks in focus, with several rallying in anticipation that the war is expected to last weeks. 

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