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Invesco QQQ Trust Series 1

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

Market participants are fixated on rising geopolitical tensions following a 48-hour ultimatum regarding the Strait of Hormuz, sparking concerns over global energy supply and inflationary pressures. The community is actively debating the potential for a rapid military de-escalation versus the risk of a broader economic shock, while institutional hedging and extreme volatility have triggered widespread calls for caution.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is experiencing extreme volatility and a sharp sell-off, driven by investors liquidating precious metals to raise cash amidst rising treasury yields, a strengthening dollar, and geopolitical instability. While long-term bullish sentiment remains, the community is currently debating whether this is a structural shift, a liquidity-driven capitulation event, or a tactical buying opportunity after a period of over-extension.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Market participants are reacting to heightened geopolitical tensions in the Middle East, specifically the escalating rhetoric between the U.S. and Iran following a 48-hour ultimatum regarding the Strait of Hormuz. Community discussion is dominated by concerns over potential energy supply disruptions, fears of a broader conflict impacting global infrastructure, and speculation on how these macro events will influence the trajectory of tech-heavy indices.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

The iShares Silver Trust (SLV) is experiencing extreme volatility and intense community debate as investors navigate a liquidity-driven sell-off amid geopolitical tensions in the Middle East and rising bond yields. While many participants view the current price action as a temporary correction and a 'generational' buying opportunity for physical stacks, others are actively shorting the metal and criticizing the trust's performance as a failing hedge against economic instability.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is experiencing significant volatility as market participants react to intensifying geopolitical tensions in the Middle East and the company's involvement in broader national political discourse. Investors and community members are actively debating the potential economic impact of these escalations, with sentiment heavily divided between those betting on stock recovery and those expressing concerns over the firm's long-term stability.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending as investors grapple with escalating tensions in the Middle East, particularly following an ultimatum regarding the closure of the Strait of Hormuz. Market participants are actively debating the potential for a prolonged global energy shock, fueled by conflicting reports of military escalation versus emerging peace talk initiatives.

VanEck ETF Trust - VanEck Gold Miners ETF

VanEck Gold Miners ETF

VanEck Gold Miners ETF (GDX) is facing intense volatility as the precious metals sector undergoes a sharp correction, fueled by a strengthening U.S. dollar, rising treasury yields, and a broader market reassessment of the gold-as-a-safe-haven narrative amid Middle Eastern tensions. While some investors are treating the pullback as an accumulation opportunity, the community is actively debating whether the recent steep drawdown represents a structural change or a temporary flush of overleveraged positions before a potential recovery.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Delta is capturing significant investor attention as the sector navigates record-breaking holiday travel demand despite headwinds from government shutdown-related operational disruptions and fuel price volatility. The community is actively debating the company's premium-focused strategy and resilience against macro risks, with significant institutional call buying signaling bullish sentiment as traders position for potential end-of-year upside.

AleAnna, Inc. operates as a technology-driven energy company, which engages in supplying low-carbon natural gas and renewable natural gas to Italy. The company was founded in 2007 and is headquartered in Dallas, TX.

AleAnna Inc. - Ordinary Shares - Class A

AleAnna Inc. is surging due to intense market focus on natural gas supply disruptions caused by the recent conflict in the Middle East, which has elevated the stock's status as a key play for European energy security. The community is actively discussing a potential short squeeze fueled by massive trading volume and extremely limited share availability for borrowing, with many traders drawing parallels to previous parabolic runs in the energy sector.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing intense downward pressure and widespread investor frustration as the stock continues to hit fresh lows, significantly underperforming the broader market. The community is actively debating whether this represents a generational buying opportunity at these levels or if the stock is trapped in a prolonged structural decline driven by macro headwinds, geopolitical tensions, and skepticism surrounding the durability of AI-driven capital expenditures.

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<ul class="summary-bullets"><li>One Stop Systems reported a net profit for the second quarter in a row, while Q4 sales jumped 70%.</li><li>The company divested its industrial hardware distribution and integration business, Bressner Technology, in the quarter.</li><li>Retail sentiment for OSS on Stocktwits turned ‘bullish.’</li></ul>One Stop Systems (OSS) extended its rally on Wednesday, climbing 5% after posting a profit and record margins, underscoring that its pivot toward the defense market is paying off. OSS shares gained 0.4% in overnight trading.One Stop Systems, which specializes in rugged GPU servers and flash storage systems built for battlefield environments, has recently come onto investors’ radar as the U.S. conflict with Iran and heightened military activity in regions such as Venezuela drive renewed interest in defense-linked suppliers.The company’s hardware is used in combat vehicles, naval systems, and sensor-processing platforms.“We are seeing robust demand across our defense and commercial markets... Our defense and national security opportunities continue to grow as our ruggedized AI compute platforms gain traction across additional military programs and autonomous systems." CEO Mike Knowles said in a statement.<h2 class="st-heading-2">OSS Reports Second Profitable Quarter</h2>One Stop Systems’ fourth-quarter revenue surged 70% to $12 million, according to results published on Wednesday. It posted a net profit of $2 million, compared to a net loss of $3.4 million in the year-ago quarter, while gross margins increased to a record 49.6% from 2.5%.In the quarter, the company sold off its industrial hardware distribution and integration business, Bressner Technology.&nbsp;“We believe these results capped off a transformative year and enabled the opportunistic $22.4 million sale of Bressner in December, which helped to streamline our business, strengthen our balance sheet, and allow us to focus on higher-margin, higher-growth opportunities within our core-rugged Enterprise-Class compute markets,” Knowles said.<h2 class="st-heading-2">Retail View On OSS</h2>On Stocktwits, retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/OSS">OSS</a> shifted to ‘bullish’ from ‘neutral,’ with an over 230% rise in 24-hour message volume.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_19_at_12_44_07_PM_png_cd55bd955a.webp" alt="Screenshot 2026-03-19 at 12.44.07 PM.png" width="631" height="84"><figcaption>OSS sentiment and message volume as of March 19 | Source: Stocktwits</figcaption></figure>Some users, however, expressed concern that the stock is susceptible to manipulation from large investors given its&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/scotchyboy/message/647871838">low float</a>. Meanwhile, Alliance Global raised its price target on the stock to $13 from $9, and kept a ‘Buy’ rating.&nbsp;Last month, One Stop Systems&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oss-stock-surges-today-what-is-fueling-the-rally/cZRk2BHR4DI">bagged</a> $10.5 worth of contracts from the U.S. Navy and a major U.S.-based defense contractor, and drove shares higher. The stock is up 57% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/figma-shares-plunge-after-google-revamps-ai-design-tool-stitch/cZ3aJvqRIWZ">Figma Shares Plunge After Google Revamps AI Design Tool Stitch</a>

In this photo illustration, the One Stop Systems (OSS) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

OSS Stock Extends Rally To Third Day As Defense Contracts, $22M Divestiture Drive Profitability, Record Margins

A shift to the defense market has proved a boon for the AI servers company, its fourth-quarter results show.

Why This Micro-Cap AI Defense Play Has Extended Rally For Third Session

Equity

A shift to the defense market has proved a boon for the AI servers company, its fourth-quarter results show.


Defense ETFs to Rally as Geopolitical Tensions Show No Signs of Cooling

Defense ETFs gain appeal as geopolitical tensions and rising global military spending boost the sector's outlook and reinforce a long-term rearmament trend.

<ul class="summary-bullets"><li>Karp said new technology enables militaries to operate with greater precision, speed, and coordination across domains.</li><li>He noted that Palantir’s products can convert existing systems into modernized networks.&nbsp;</li><li>The Palantir CEO also underscored the United States’ central role in advancing AI technology.</li></ul>Palantir Technologies Inc. CEO Alex Karp highlighted the transformative role of the company's AI platforms in modern warfare, particularly in the United States' war against Iran in the Middle East.&nbsp;During an interview with CNBC on Thursday, he emphasized that technology improvements allow military forces to operate with unprecedented precision, speed, and coordination across multiple domains.&nbsp;<h2 class="st-heading-2">Enhanced Targeting And Coordination</h2>Karp explained that tools like Palantir’s (PLTR) Project Maven form an important part of these capabilities.<blockquote>“The fact that you can now target more precisely, quickly, and accurately, and organize the total power of our fleet and resources and bring it to bear against adversaries has shifted the way war is fought, and I have read that Palantir’s project maven is the core backbone of that.”-Alex Karp, CEO, Palantir</blockquote><a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> traded 1% higher by Thursday mid-morning. On Stocktwits, retail sentiment around the stock flipped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;He added that if Palantir’s products help carry out more precise operations with clear objectives, the company’s defense opportunity could grow beyond replacing old software to supporting missions that were previously considered too risky.“The most important thing is our adversaries and enemies are witnessing an ability to fight that they don’t have,” added Karp.&nbsp;<h2 class="st-heading-2">Palantir Helps Build a Connected Infrastructure&nbsp;</h2>Karp pointed out that Palantir’s platforms can coordinate complex infrastructure in commercial and government settings, linking hospitals, aircraft, engines, and missile systems. The AI-driven approach transforms existing systems into integrated, modernized networks capable of rapid response and efficient resource management.He underscored the United States’ central role in advancing AI technology, emphasizing that American innovation is shaping both defense and commercial sectors. “America is the center of the AI revolution,” he said, highlighting the growing global influence of Palantir’s platforms in strategic operations.PLTR stock gained over 84% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sls-stock-in-spotlight-first-aml-patient-enrolled-in-phase-2-leukemia-trial/cZduE6RRI9L">SLS Stock In Spotlight: First AML Patient Enrolled In Phase 2 Leukemia Trial</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Palantir Co-founder and CEO Alex Karp speaks onstage during the 2025 New York Times Dealbook Summit at Jazz at Lincoln Center.

Palantir CEO Alex Karp Highlights Faster, More Precise Warfare Enabled By AI Platforms Against Iran

Karp explained that tools like Palantir’s Project Maven form an important part of a more advanced defense capabilities.

<ul class="summary-bullets"><li>The company also reported adjusted loss per share of $2.05, while consensus estimates reported an expectation of loss per share of $0.36.&nbsp;</li><li>The company also said that it had a record year-end total backlog of $265.6 million in 2025, a 33% increase over the prior year.&nbsp;</li><li>Voyager said that it expects total revenue for 2026 to be in the range of $225 million to $255 million, a 35% to 53% year-over-year growth.</li></ul>Shares of Voyager Technologies, Inc. (VOYG) slipped 2% in Monday’s post-market hours after the company reported fourth-quarter (Q4) results that were below Wall Street expectations.The defense and space tech company posted Q4 revenue of $46.7 million, compared with analysts’ estimates of $48.07 million, according to data from Fiscal.ai.The company also reported adjusted loss per share of $2.05, while consensus estimates reported an expectation of loss per share of $0.36.<h2 class="st-heading-2">Other Details</h2>Meanwhile, Voyager said that it expects total revenue for 2026 to be in the range of $225 million to $255 million, a 35% to 53% year-over-year growth. At the midpoint, this is higher than Street expectations of $231.81 million, as per data from Fiscal.ai.The company also said that it had a record year-end total backlog of $265.6 million in 2025, a 33% increase over the prior year.Voyager’s Starlab had also achieved 10 NASA milestones in 2025, with four of these occurring during Q4, taking the total milestones to 31 till date, as per the company. For this, the company had received $56 million in 2025 and $183.2 million till date in cash milestone proceeds.“Demand across defense, national security and space continues to accelerate and we are investing to address that increasing demand,” said CEO Dylan Taylor.“Starlab accomplished meaningful milestones, ending the year with the completion of our commercial Critical Design Review, validating the maturity of the program as we transition to full system procurement and development. With record backlog, enhanced capabilities, and ample liquidity, we are entering 2026 from a position of strength — focused on converting accelerating demand into sustained revenue growth and long-term shareholder value,” he added.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/VOYG">VOYG shares</a> jumped from ‘bullish’ to ‘extremely bullish’ over the past 24 hours amid ‘high’ message volumes.One user appreciated the results, adding that the backlog represents U.S. government defense contracts, not informal agreements.<stembedurl>https://stocktwits.com/zannnn/message/647049051</stembedurl>&nbsp;However, another user pointed out that backlogs are not inventory, adding that they could turn into a “lack of ability” to convert to cash.<stembedurl>https://stocktwits.com/Jysun/message/647048144</stembedurl>Meanwhile, shares of VOYG have declined over 52% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Voyager Technologies logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

VOYG Shares Decline On Double Q4 Miss Despite Record 2025 Backlog

The defense and space tech company posted Q4 revenue of $46.7 million, compared with analysts’ estimates of $48.07 million, according to data from Fiscal.ai. 

<ul class="summary-bullets"><li>Mobix Labs said it will supply components that help protect Gulfstream aircraft electronics from electromagnetic interference.</li><li>Management expects more Gulfstream deals to follow the production purchase orders.</li><li>MOBX shares closed around 533% higher on Tuesday on securing a production order for components used in the U.S. Navy’s Tomahawk cruise missile program.</li></ul>Mobix Labs Inc. (MOBX) generated retail buzz yet again, as the stock gained around 30% on Thursday after the company announced it had received new production purchase orders for electronic components used in Gulfstream aircraft.This follows a massive rally on Tuesday, when <a href="https://stocktwits.com/symbol/MOBX">MOBX shares</a> closed around 533% higher after the company <a href="https://stocktwits.com/news-articles/markets/equity/why-did-mobx-stock-soar-pre-market-today/cZdeW5hRIPI">announced</a> a production order for components used in the U.S. Navy’s Tomahawk cruise missile program.<h2 class="st-heading-2">Mobix To Supply Components To Block Electromagnetic Interference</h2>Mobix Labs said the orders are tied to ongoing aircraft production and will support near-term manufacturing schedules. The components help protect aircraft electronics from electromagnetic interference and ensure operations of systems such as navigation, communications, and avionics.“Mobix Labs is already integrated into Gulfstream aircraft programs, and as aircraft production continues, new orders for our proven high-reliability components typically follow,” said Phil Sansone, CEO of Mobix Labs.Gulfstream aircraft are manufactured by Gulfstream Aerospace, a unit of the NYSE-listed <a href="https://stocktwits.com/symbol/GD">General Dynamics</a> (GD).<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>The stock has been in the spotlight lately, with retail sentiment on Stocktwits remaining ‘extremely bullish’ since the Tomahawk program order on Tuesday. Chatter on the platform has been ‘extremely high’ too.<img src="https://news.stocktwits-cdn.com/MOBX_jpg_06c2794c04.webp" alt="MOBX.jpg">One user believes additional deals may already be in the pipeline.<stembedurl>https://stocktwits.com/Rod92/message/646668865</stembedurl>Another user expects the next parabolic small-cap stock move could come from a low-float defense company like Mobix.<stembedurl>https://stocktwits.com/SpudZone/message/646669829</stembedurl>A bullish user said the stock may see a 10x jump in the short term.<stembedurl>https://stocktwits.com/newsychatter/message/646666832</stembedurl>Around 145 million shares changed hands within half an hour of the opening bell on Thursday, compared to an average volume of around 27 million, according to Stocktwits data.<h2 class="st-heading-2">Mobix’s Defense Push</h2>Mobix Labs has been increasingly expanding its presence in the defense market. The company’s technologies are already used in major military platforms, including the F-22 Raptor fighter jet, Apache helicopters, and missile systems.On Tuesday, the company said it will supply filtering components that protect onboard electronics from electromagnetic interference in the Tomahawk cruise missile, a long-range U.S. military weapon typically launched from Navy ships and submarines.Last month, Mobix Labs received FAA certification for its next-generation drone-based airborne sensing platform.Year-to-date, the stock has gained 280%.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/usa-rare-earth-texas-mineral-73-million-round-top-deal/cZdQrvNRI3d">USA Rare Earth Makes $73 Million Bid For Texas Mineral To Develop Round Top Rare Earth Project</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Mobix Labs logo is seen displayed on a smartphone screen.

This Highly Traded Micro-Cap Electronics Stock Surged 30% Today – Retail Expects 10x Growth

Mobix Labs said it received new production purchase orders for electronic components used in Gulfstream aircraft.

MOBX Stock Jumps 30% Just Days After A Six-Fold Surge – Retail Sees Parabolic Run

<ul class="summary-bullets"><li>Under the licensing agreement, America First Defense will further develop and commercialize the technology.&nbsp;</li><li>America First Defense products include counter-drone systems and a biomimetic soft robotics platform.</li><li>Last month, Gaxos.ai partnered with ByteDance’s unit to gain preferred pricing and early access to BytePlus’ advanced video generation models.</li></ul>Shares of Gaxos.ai (GXAI) surged more than 50% on Thursday after the company said America First Defense, in which it holds a 20% stake, secured a license for the Detachable Drone Highjacker, a drone-mounted electronic warfare system designed to counter hostile drones.The Detachable Drone Highjacker operates by attaching to a friendly drone to target and neutralize enemy unmanned aircraft systems through cyber operations rather than traditional signal jamming.Under the licensing agreement, America First Defense plans to further develop and commercialize the technology for defense, security, and critical infrastructure protection applications.America First Defense is a technology company developing next-generation security platforms for both air and ground operations. Its products include a counter-drone system that can disable hostile UAVs through targeted cyberattacks without&nbsp;widespread jamming, and a biomimetic soft robotics platform for low-detection ground and subsurface missions.<h2 class="st-heading-2">Gaxos’ Tik-Tok Partnership And AWS Investment</h2>Last month, Gaxos.ai partnered with BytePlus, the enterprise technology unit of ByteDance, the parent company of TikTok, to gain preferred pricing and early access to BytePlus’ advanced video generation models. Gaxos.ai said the collaboration is expected to reduce infrastructure costs, improve scalability, and support stronger margins while boosting monetization through Art-Gen’s subscription and credit-based services.Recently, the company announced that Amazon Web Services (AWS) will fund early development of its AI-powered sales coaching platform, Gaxos Labs, which will provide real-time call transcription, automated insights, and post-call analytics.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>While retail sentiment for <a href="https://stocktwits.com/symbol/GXAI">GXAI</a> on Stocktwits turned ‘extremely bullish’ from ‘bullish’ a day earlier, chatter was mixed.<img src="https://news.stocktwits-cdn.com/GXAI_jpg_fdb00768bc.webp" alt="GXAI.jpg">One user expects the stock to surge to $10 due to the deal.<stembedurl>https://stocktwits.com/mrtallman/message/646689927</stembedurl>Another user said it was just “hype.”<stembedurl>https://stocktwits.com/VinDoesStocks/message/646682517</stembedurl>Year-to-date, the stock has gained 75%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/mobix-labs-mobx-stock-surges-gulfstream-order/cZdQwHURI30">This Highly Traded Micro-Cap Electronics Stock Surged 30% Today – Retail Expects 10x Growth</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Gaxos AI logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Why Did GXAI Stock Surge Over 50% Today?

America First Defense, a company in which Gaxos holds a 20% stake, secured a license for a drone-mounted electronic warfare system.

<ul class="summary-bullets"><li>Fourth-quarter revenue came in at $27.3 million, below Wall Street’s estimates of $33.3 million, according to Fiscal.ai data.</li><li>H.C. Wainwright cut its price target on BigBear.ai to $6 from $8, citing lower sales estimates.</li><li>Cantor Fitzgerald reduced its price target to $5 from $6 and maintained a ‘Neutral’ rating.</li></ul>Shares of BigBear.ai Holdings Inc. (BBAI) were in the spotlight on Tuesday after a wave of bearish brokerage reactions to its fourth-quarter results and fiscal 2026 outlook weighed on investor sentiment.The company reported a 38% fall in fourth-quarter (Q4) revenue to $27.3 million, falling below Wall Street’s estimates of $33.3 million, according to Fiscal.ai data. BigBear.ai said the revenue decline was primarily due to lower volume on Army programs.The company posted a net loss of $5.8 million, or $0.01 per share, compared to consensus estimates of a loss of $0.05 per share.Looking ahead, BigBear.ai expects full-year 2026 revenue between $135 million and $165 million, implying around 17% growth at the midpoint compared with 2025 revenue of $128 million. Shares of <a href="https://stocktwits.com/symbol/BBAI">BigBear.ai Holdings</a> Inc. (BBAI) slid around 8% on Tuesday.<h2 class="st-heading-2">Analyst Cites FY2026 Sales Estimate For Price Cut</h2>H.C. Wainwright cut its price target on BigBear.ai to $6 from $8 and kept a ‘Buy’ rating post the Q4 report, according to The Fly. The firm said recent balance sheet improvements offer greater flexibility to support future growth, but slashed the target due to lower sales estimates.Cantor Fitzgerald reduced its price target on BigBear.ai to $5 from $6 and maintained a ‘Neutral’ rating. The firm noted that while fourth-quarter results were solid, revenue declined 37.7% to $27.3 million, largely due to disruptions in certain Army contracts and broader federal shutdown-related headwinds.Over the last couple of months, BigBear.ai took steps to strengthen its balance sheet by significantly reducing its outstanding convertible debt. In January, the company called for the redemption of its 6.00% convertible senior secured notes due 2029 and said it expects to reduce total note-related debt from about $142 million to roughly $17 million.Separately, BigBear.ai also completed its $250 million cash acquisition of Ask Sage, a generative AI platform for defense and intelligence markets.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits turned ‘extremely bullish’ from ‘bullish’ a day earlier, amid ‘high’ message volumes.However, chatter has been largely bearish, with one user noting deteriorating earnings “despite a backlog that seemed to promise great results.”<stembedurl>https://stocktwits.com/Cerberus_79/message/646398153</stembedurl>Another bearish user expects the stock to “bleed slowly” and fall under $2. It is currently trading around $3.8.<stembedurl>https://stocktwits.com/nostoplosss/message/646397835</stembedurl>The stock has been under heavy selling pressure so far in 2026, slumping more than 32%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/tbph-stock-slumps-theravance-misses-primary-endpoint-phase-3-study/cZdeSXwRIPL">TBPH Stock Slumps 30%, Falls Below 200-DMA For First Time In Over 9 Months As Phase 3 Study Misses Primary Endpoint</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The BigBear.ai Holdings Inc logo appears on a smartphone screen and as a background on a laptop screen in this photo illustration in Athens, Greece.

BBAI Stock Slides 8% – Analyst Flags Soft Sales Estimate, Retail Expects A Further 50% Slump In Share Price

Brokerages cut the stock’s price target after the company reported a 38% decline in fourth-quarter revenue.

<ul class="summary-bullets"><li>Rosenblatt increased its price target on Palantir shares to $200 from $150 and reiterated a ‘Buy’ rating.</li><li>The new price target implies a potential 38% upside to the stock’s closing price on Monday.&nbsp;</li><li>Rosenblatt believes that mounting instability in the Middle East and broader global security concerns could increase demand for integrated defense software solutions.</li></ul>Rosenblatt Securities has lifted its outlook on Palantir Technologies Inc. (PLTR), citing geopolitical turmoil and shifting U.S. government AI policies as factors that could strengthen the company’s competitive standing in defense and intelligence markets.The firm increased its price target on Palantir shares to $200 from $150 and reiterated a ‘Buy’ rating, according to TheFly. The new price target implies a potential 38% upside to the stock’s closing price on Monday.&nbsp;<h2 class="st-heading-2">Palantir To Gain From Anthropic Phase Out&nbsp;</h2>According to Rosenblatt, the U.S. government has directed agencies to wind down their use of Anthropic’s large language models over a six-month period. The analyst said that the timeline provides “ample time” for agencies to transition to alternative systems compatible with Palantir’s platforms.The observation comes after U.S. President Donald Trump directed federal agencies on Friday to stop using technology from the artificial intelligence startup Anthropic.&nbsp;<a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> traded over 2% lower on Tuesday morning. On Stocktwits, retail sentiment around the stock changed to ‘neutral’ from ‘bearish’ territory the previous day. Message volume shifted to ‘normal’ from ‘low’ levels in 24 hours.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_03_091217_png_fd64216683.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Mar. 3, 2026 | Source: Stocktwits" width="927" height="94"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Mar. 3, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Defense Demand In Focus</h2>Rosenblatt believes that mounting instability in the Middle East and broader global security concerns could accelerate demand for integrated defense software solutions. The firm pointed to a July agreement in which the U.S. Army consolidated 75 separate contracts into a single deal with Palantir, suggesting similar large-scale arrangements may follow.Over time, the firm thinks the Middle East conflict is ‘likely to highlight the strength and leverage of Palantir's solution vs. just another LLM,” Rosenblatt added.&nbsp;PLTR stock has gained over 73% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-pins-stock-gain-pre-market-today/cZdeLdqRIPJ">Why Did PINS Stock Gain 8% 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 Palantir Technologies, with the company's circular emblem visible in the background, on July 30, 2025, in Chongqing, China. 

Rosenblatt Says US-Iran War ‘Likely To Highlight’ Palantir’s Strength

The firm said that the Anthropic phase-out timeline provides “ample time” for agencies to transition to alternative systems compatible with Palantir’s platforms.

Defense ETFs to Gain as the US-Iran War Stokes Global Tension

ITA and other defense ETFs are expected to gain as the U.S.-Iran strikes spur weapon demand, lifting Lockheed and peers on rising global tensions.

<ul class="summary-bullets"><li>The company will supply its filtering component that protects sensitive onboard electronics from electromagnetic interference.</li><li>The Tomahawk cruise missile is a long-range strike weapon in the U.S. military arsenal.</li><li>The order helps support near-term production schedules, the company added.</li></ul>Shares of Mobix Labs, Inc. (MOBX) surged nearly 325% on Tuesday, after the company announced that it received a major production purchase order for components used in the U.S. Navy’s Tomahawk cruise missile program, amid an escalating conflict between the U.S., Iran, and Israel.The company will supply its filtering component that protects sensitive onboard electronics from electromagnetic interference during operation. The Tomahawk cruise missile is a long-range strike weapon in the U.S. military arsenal and is typically launched from Navy surface ships and submarines.“This order reflects active, ongoing production demand within an operational U.S. Navy weapons platform. We are already integrated into the Tomahawk program, and as production volumes increase, demand for our proven high-reliability filtering component increases alongside it,” said Phil Sansone, CEO of Mobix Labs.The order helps support near-term production schedules, the company added.<h2 class="st-heading-2">FAA Approves Airborne Sensing Platform</h2>Last month, Mobix Labs received Federal Aviation Administration (FAA) certification for its next-generation drone-based airborne sensing platform, marking a major step toward commercialization. With approval in place, the company has started expanding field operations and launching customer pilot programs.Developed by its Wireless Division, RaGE Systems, the platform combines multi-sensor technology, onboard computing, autonomous flight software, and real-time analytics.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/MOBX">MOBX</a> on Stocktwits flipped to 'extremely bullish' from 'bearish,' amid 'extremely high' message volumes.One user expects the stock to climb to $4 by mid June or July.<stembedurl>https://stocktwits.com/Eardane/message/646464155</stembedurl>Another user expects volumes to exceed over a billion shares.<stembedurl>https://stocktwits.com/Fire_Truck/message/646465733</stembedurl>836 million shares changed hands &nbsp;at the time of writing, far exceeding the average daily volumes of around 27 million.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Did MOBX Stock Soar 325% Today?

The company announced that it has received a production purchase order for components used in the U.S. Navy’s Tomahawk cruise missile program.

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