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Keeta is a high-performance layer-1 blockchain designed to unify transactions across different blockchains and fiat payment systems, eliminating the need for costly intermediaries, reducing fees, and enabling near-instant settlements. With 400-millisecond transaction finality and the ability to process 10 million transactions per second, Keeta sets a new industry benchmark for speed and scalability.  Founded in 2022 and backed by Eric Schmidt, the former CEO of Google, Keeta has been engineered to meet the stringent regulatory and operational requirements of financial institutions. Its advanced on-chain compliance protocols, including KYC and AML, ensure security and regulatory adherence. Keeta’s architecture natively supports asset tokenization and digital identity, making it an ideal platform for stablecoins and real-world asset transfers.  By facilitating cross-chain transactions and interoperability with existing payment systems, Keeta bridges the gap between cryptocurrencies and fiat, enabling a secure, efficient, and compliant global financial ecosystem.

Keeta

Keeta is trending as a potential solution to increase transaction speeds and enhance regulatory compliance in blockchain, with some community members suggesting it could complement larger crypto projects like NVDA, SUI, and BTC. Its focus on institutional financial infrastructure and integrations with companies like Stripe are also key talking points. However, some users express concern regarding the project.

Power & Digital Infrastructure Acquisition Corp. operates as a blank check company. The firm engages in seeking a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses or entities. The company was founded on December 29, 2020 and is headquartered in Chicago, IL.

Core Scientific Inc - Ordinary Shares - New

Core Scientific Inc

Core Scientific (CORZ) is trending as investors digest the implications of a failed merger, with the community now speculating on new customer announcements and financing opportunities. Bullish sentiment suggests the company is undervalued, especially given its AI infrastructure and power pipeline, leading to discussions about potential upside into 2026. Some are hopeful for new deals that could drive the stock higher, while others are critical of management's strategy.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending as investors discuss the potential impact of a move to the Nasdaq exchange and speculate about upcoming OEM partnerships, particularly with the inauguration of the Eagle Line facility approaching in February 2026. The community's focus is on the company's technology, scaling roadmap, and anticipated announcements, with bullish investors expressing confidence in QuantumScape's long-term potential in the solid-state battery market.

Avalanche is a high throughput smart contract blockchain platform. Validators secure the network through a proof-of-stake consensus protocol. It is said to be fast, low cost, and environmental friendly.

Avalanche

Avalanche is trending as community members discuss its potential alongside emerging Layer 1 solutions like Keeta, particularly regarding high-throughput capabilities and institutional adoption. Community talking points highlight Avalanche's subnet architecture versus Keeta's focus on compliance-ready financial infrastructure. Keeta's integration with Stripe's Bridge for fiat on/off-ramps is also sparking interest as a catalyst for institutional flows.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray is trending amid speculation that cannabis could be reclassified, potentially easing tax burdens and banking restrictions for cannabis companies. The community is discussing potential price targets and whether this rally has staying power, with some citing historical runs and short squeeze potential. However, some caution against hype, noting the reverse stock split and potential for dilution.

Yee is a community based memecoin with one mission: to fight Pepe again. Made to honor the iconic meme rivalry we all know and love.  The Yee Legend  [Filed by: Yee’s Archivist & Legal Representative]  There’s something the meme world refuses to talk about: Pepe the Frog stole Yee the Dino’s entire launch plan.  Yee had been preparing for his comeback for months, but Pepe launched two weeks earlier, hijacking Yee’s concept and selling it as his own.  The charges? Meme theft, intellectual forgery, and historical erasure.  Yee’s official contract was filed in April 2023, right after Pepe’s surprise drop. This wasn’t timing—it was theft. The archives are about to open, and history is about to be corrected

Yee Token

Yee Token is trending as community members rally behind the token's potential within the Ethereum ecosystem, citing a long-term prophecy and strong community support. Social media buzz suggests growing confidence and anticipation for significant expansion, with some drawing comparisons to other successful meme coins. The community emphasizes the token's role in the broader ETH narrative, attracting attention from traders.

FuelCell Energy, Inc. engages in the business of developing, designing, producing, constructing, and servicing high temperature fuel cells for clean electric power generation. It operates through the following geographical segments: the United States, South Korea, and Europe. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FCEL is trending as investors discuss its potential role in powering AI data centers using natural gas and carbon capture technology, particularly following positive mentions from ExxonMobil's recent earnings call. Community members are weighing the company's prospects against competitors like Bloom Energy, with some anticipating significant upside if FCEL secures major contracts in the expanding AI energy market. Discussions also include the stock's volatile history and the impact of past dilutions on its current valuation.

Pump Mind Virus is a Pure Meme with a long term vision. We are building for the future while making no promises about the present. The project aims to bring the spirit of community memes back to the Solana ecosystem. We do that with engaging content and memes. Culture through community. Viral spread by word of mouth.  And most importantly, by not using the fake hype machine that has come to dominate the meme coin landscape.

PumpMindVirus

PumpMindVirus ($PMV) is trending as its community rallies around its meme-focused culture and energetic online presence, emphasizing the "infection" and "pressure" it brings to the Solana ecosystem. The community is actively spreading memes and expressing excitement about its potential, aiming to bring fun and energy to the crypto space, with some even touting it as a top meme coin for 2026. Discussions highlight the coin's strong community and the "viral" spread of its memes.

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF

MSOS is trending as investors react to speculation around potential federal cannabis policy changes, including a possible executive order from President Trump. Community members are discussing the implications of rescheduling for US cannabis companies and whether this time could be different after years of false starts. Talk centers on potential catalysts like the Supreme Court taking up the cannabis case and the impact on profitability due to tax code changes.

Advisorshares Trust - AdvisorShares MSOS 2x Daily ETF

AdvisorShares MSOS Daily Leveraged ETF

MSOX is trending as traders discuss the potential impact of cannabis rescheduling, with some citing Trump's recent comments as a possible catalyst. The community is weighing the risks and rewards of this leveraged ETF, with many expressing confidence in a sector-wide rally. However, some traders remain cautious, pointing to historical volatility and potential reverse splits.

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<ul class="summary-bullets"><li>IBM’s rumored $11 billion offer represents a roughly 36% premium to Confluent’s $8.095 billion market value at Friday’s close</li><li>The business continues to post consistent double-digit revenue growth, with cloud now contributing more than half of total revenue and gaining share each quarter.</li><li>Large-customer adoption remains solid, while margins are steadily improving.</li></ul>Confluent, Inc. (CFLT) may have drawn a suitor at last — barely two months after chatter emerged that the company was putting itself on the block. IT services giant IBM (IBM) is closing in on a deal to buy Confluent for about $11 billion, according to a Wall Street Journal report that cited people familiar with the matter.If the deal is confirmed and goes through, it would mark one of IBM’s biggest acquisitions in recent times.&nbsp;<a href="https://stocktwits.com/symbol/CFLT">Confluent stock</a> promptly reacted to the report, rising over 22% in overnight trading, according to quotes available on Yahoo Finance.The rumored $11 billion offer represents a roughly 36% premium to Confluent’s market value at Friday’s close, and about a 52% premium to where the stock traded before sale chatter surfaced on Oct. 7.When the initial rumors surfaced in October, Raymond James analyst Mark Cash said the takeover interest from private-equity and tech firms stemmed from the company’s valuation multiple compression and its strategic importance in the data/AI ecosystem, The Fly reported. The analyst said the company could command a 30%+ premium in an acquisition given its technology, growth prospects, and partnership momentum.&nbsp;Raymond James has an ‘Outperform’ rating on the stock. So, what may have drawn IBM toward Confluent?&nbsp;<h2 class="st-heading-2">Confluent - An AI-Driven Company</h2>One of Confluent’s selling points is its exposure to artificial intelligence (AI). It is a data streaming platform (DSP) built on Apache Kafka, which offers tools for real-time data movement, processing, storage, and governance. The company has effectively deployed AI, enabling customers to deliver insights in seconds and scale to millions of real-time interactions while ensuring security and compliance.Founded in 2014, the company went public on June 24, 2021, offering 23 million shares at $36 apiece. The stock peaked at $94.97 in the same year, only to pull back notably in 2022 amid the broader market sell-off driven by inflation. Since the middle of 2022, the stock has been consolidating within a wide range,&nbsp;still well below its all-time high and possibly presenting an attractive value for a buyer.<img src="https://news.stocktwits-cdn.com/CFLT_png_62283a288e.webp" alt="CFLT.png">Source: Koyfin<h2 class="st-heading-2">Confluent: Delivering Consistent, Double-Digit Growth</h2>The company has delivered double-digit year-over-year revenue growth in each quarter since its first report as a public company (Q2’21). The company has also reported positive sequential growth for the said period.&nbsp;Confluent Revenue Since Q2’21<img src="https://news.stocktwits-cdn.com/CFLT_Revenue_jpg_a66ca83cbb.webp" alt="CFLT Revenue.jpg">&nbsp;It derives revenue from subscriptions to its platform and cloud. Cloud revenue’s share of total revenue has increased gradually, and in the September quarter, it accounted for 56% of total subscription revenue and 54% of total revenue.The number of customers with $100,000 or greater annual recurring revenue (ARR) climbed 10% year over year in the September quarter to 1,487.Confluent Customers With Over $100K in ARR<img src="https://news.stocktwits-cdn.com/CFLT_Customer_count_jpg_886677ba6e.webp" alt="CFLT_Customer count.jpg">&nbsp;The unadjusted operating margin (OM), though in&nbsp;hostile terrain, has continued to improve. In the third quarter, unadjusted OM improved 9.5 points YoY to -27.9%, while adjusted OM improved 3.4 points to 9.7%.Confluent Unadjusted Operating Margin&nbsp;<img src="https://news.stocktwits-cdn.com/OM_jpg_de7da83059.webp" alt="OM.jpg" width="1600" height="1134"><h2 class="st-heading-2">What Retail Feels About CFLT Stock</h2>On Stocktwits, retail sentiment toward Confluent stock turned ‘extremely bullish’ as of early Monday from ‘neutral’ a day ago. The message volume on the stream was also at ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:716/433;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_08_at_3_50_52_AM_png_3ff3edcdc6.webp" alt="Screenshot 2025-12-08 at 3.50.52 AM.png" width="716" height="433"></figure>A bullish user wondered if the stock would climb to $33.<stembedurl>https://stocktwits.com/Melo55/message/638456716</stembedurl>Another user suggested Confluent could move higher than where it was in the overnight hours. “$CFLT stuck at 28.28 on Robinhood. However, that is the max range permitted in 24 hr market. Very likely wants to trade higher but the system won’t allow it,” they said.<stembedurl>https://stocktwits.com/CrispDry/message/638456140</stembedurl>Confluent stock is down 17% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ipo-engine-roared-back-this-year-with-core-weave-circle-figma-and-more/cLIS7I2REkk">America’s IPO Engine Roared Back This Year With CoreWeave, Circle, Figma And More — But Which One Truly Earned Its Hype?</a>

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

Why IBM May Want Confluent So Badly: 3 Charts Reveal AI Play's Promise

Confluent’s real-time data-streaming platform and steadily expanding cloud business in the AI era render it an attractive acquisition target.

Equity

 Confluent’s real-time data-streaming platform and steadily expanding cloud business in the AI era render it an attractive acquisition target.


<ul class="summary-bullets"><li>The security and AI operations company reported quarterly total revenue of $350.2 million, marking a growth of 48%, and above an analyst estimate of $320.51 million.</li><li>Subscription Annual Recurring Revenue (ARR), or predictable income from the company's annual subscriptions and contracts, rose 34% to $1.35 billion by October-end.&nbsp;</li><li>Adjusted net loss per share for the year is now expected to be in the range of $0.20 to $0.16, lower than an estimated loss of $0.49.</li></ul> Shares of Rubrik, Inc. (RBRK) jumped 16% in after-hour trading on Thursday after the company reported a surprise earnings beat in the third quarter (Q3) and provided a full-year outlook that exceeded Wall Street expectations on increased demand spurred by the AI boom.“As the AI transformation unfolds, organizations worldwide are turning to Rubrik to ensure their businesses remain secure and AI ready. Looking ahead, we are &nbsp;committed to leading and pioneering new advancements at the intersection of data protection, cyber resilience, and enterprise AI &nbsp;acceleration,” <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.rubrik.com/company/newsroom/press-releases/25/rubrik-reports-third-quarter-fiscal-year-2026-financial-results">said</a> CEO Bipul Sinha.<h2 class="st-heading-2">Q3 Earnings</h2>The security and AI operations company reported quarterly total revenue of $350.2 million, marking a growth of 48%, and above an analyst estimate of $320.51 million. Subscription Annual Recurring Revenue (ARR), or predictable income from the company's annual subscriptions and contracts, rose 34% to $1.35 billion by October-end.Adjusted net income per share came in at $0.10, compared to a loss per share of $0.21 recorded in the corresponding quarter of the last fiscal year, and above an analyst estimate of a loss of $0.17 per share.The company ended October with cash, cash equivalents, and short-term investments of $1.60 billion.<h2 class="st-heading-2">Outlook</h2>For the fourth quarter, the company expects revenue of $341 million to $343 million and adjusted net loss per share of $0.12 to $0.10. This compares against an analyst estimate of $325.06 in revenue and loss per share of $0.13.For full year 2026, the company expects subscription ARR between $1.439 billion and $1.443 billion and revenue of $1.28 billion to $1.282 billion, exceeding Wall Street expectation of a revenue of $1.23 billion.Adjusted net loss per share for the year is expected to be in the range of $0.20 to $0.16, lower than an estimated loss of $0.49.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around RBRK stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘extremely high’ levels.A Stocktwits user sees the stock crossing the $100 threshold.<stembedurl>https://stocktwits.com/navins/message/638236808</stembedurl>Another opined that the stock is a buy below $100 and predicted it to double by this time next year.<stembedurl>https://stocktwits.com/ThePennyPatrol/message/638228554</stembedurl><a href="https://stocktwits.com/symbol/RBRK">RBRK stock</a> &nbsp;has gained 8% this year and about 34% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/us-senators-seek-to-block-china-access-to-nvidia-h200-ai-chips-with-new-bill-report/cLIiO9yREjZ">US Senators Seek To Block China’s Access To Nvidia’s H200 AI Chips With New Bill: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, a smartphone held in a hand shows the logo of Rubrik Inc.

Rubrik Stock Soars After-Hours As AI-Fueled Demand Drives Surprise Q3 Profit And Strong Annual Guidance

The company reported earnings per share of $0.10 in Q3, compared to an estimate of a loss of $0.21 per share. 

<ul class="summary-bullets"><li>Nutanix blamed some of the revenue shift from the quarter into the future periods for the shortfall.</li><li>The company said underlying demand and its view of business fundamentals remain unchanged.</li><li>Year-to-date, Nutanix stock has lost about 4%.</li></ul>Nutanix, Inc. (NTNX) shares plunged more than 16% in Tuesday’s extended session after the enterprise cloud platform provider reported mixed results and issued a downbeat forecast, citing a shift in revenue recognition to future periods.&nbsp;If the after-hours losses are sustained in Wednesday’s regular session, <a href="https://stocktwits.com/symbol/NTNX">Nutanix stock</a> is on track to break below $50 for the first time since August 2024 and record its biggest single-day loss since May 2024.&nbsp;<h2 class="st-heading-2">Nutanix Q1 Earnings Snapshot</h2>San Jose, California-based Nutanix said its adjusted earnings per share (EPS) for the first quarter of fiscal year 2026 rose to $0.41 from $0.36 a year ago. The result aligned with the Fiscal.ai-compiled consensus estimate.Revenue grew 13% year over year (YoY) to $670.6 million, slowing from the 19% reported in the previous quarter. The topline missed the consensus estimate of $676.65 million and came in line with the lower end of the company’s forecast issued in late August. The company blamed some of the revenue shift from the quarter into the future periods for the shortfall.Among key metrics, the annual recurring revenue (ARR) rose 18% YoY to $2.28 billion, accelerating from the 17% growth in the fourth quarter of 2025.CEO Rajiv Ramaswami said, “We saw solid demand for our cloud platform in our first quarter, with bookings that were slightly ahead of our expectations, ARR growth of 18% year-over-year, another healthy quarter of new logo additions, and solid free cash flow performance.”The company said first-quarter bookings were slightly higher than expected.<h2 class="st-heading-2">Nutanix’s Outlook</h2>CFO Rukmini Sivaraman, CFO of Nutanix, said the company has factored anticipated revenue pushback into future periods in its second-quarter outlook, while also updating its full-year guidance.&nbsp;Nutanix guided second-quarter revenue to $705 million to $715 million, below the $748.70 million consensus. It expects adjusted operating margin to expand to 20.5%-21.5%. It reduced its full-year revenue outlook to $2.82 billion to $2.86 billion, down from $2.90 billion to $2.94 billion. Analysts currently model $2.93 billion in average revenue.The company, however, raised its full-year free cash flow guidance. “Underlying demand and our view of business fundamentals for Nutanix remain unchanged,” said Sivaraman.<h2 class="st-heading-2">What Retail Feels About Nutanix</h2>On Stocktwits, retail sentiment toward Nutanix improved to ‘extremely bullish’ as of late Tuesday from ‘bullish’ the day before. Retail buzz increased to ‘extremely high’ levels. The seven-day message volume change leading up to late Tuesday was 3,800%.A bullish user said they bought the stock at a price below $50.<stembedurl>https://stocktwits.com/BullYa/message/637463830</stembedurl>Another user also expressed an intention to buy more of the stock under $50. “Strong bookings and free cash flow; Still gaining share from VMWare and long runway still ahead,” they said.&nbsp; “Not very concerned by the timing issue related to revenue recognition, bookings, free cash flow and RPO growth all strong.”The user expects the stock to be back above $70 sometime next year.<stembedurl>https://stocktwits.com/Swick02/message/637458193</stembedurl>Year-to-date, Nutanix stock has lost about 4%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dell-pops-hpq-drops-after-quarterly-earnings-here-s-why/cL53JcgREgk">DELL Pops, HPQ Drops After Quarterly Earnings — Here’s What’s Really Driving The Split</a>

The Nutanix, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 23, 2024. 

 Nutanix Stock Crashes After-Hours On Subpar Outlook — But Retail Loads Up On The Dip 

Retail traders turned upbeat about Nutanix, focusing on stronger bookings and accelerating ARR growth.

Nutanix Stock At Risk Of Breaking Below $50 For First Time In A Year On Weak Outlook

Retail traders turned upbeat about Nutanix, focusing on stronger bookings and accelerating ARR growth.


<ul class="summary-bullets"><li>Datadog is seeing strong momentum from its AI-focused clientele.</li><li>The company serves&nbsp;4,060 customers with annual recurring revenue of $100,000 or more.</li><li>Datadog expects Q4 revenue to be between $912 million and $916 million.</li></ul>Datadog Inc. (DDOG) Chief Financial Officer David Obstler stated during the earnings call on Thursday that the company is experiencing strong momentum from its AI-focused clientele, underscoring how its strategic focus on artificial intelligence is yielding positive results.&nbsp;<blockquote>“We now have more larger AI customers, including 15 of them spending $1 million or more annually with Datadog, and about 100 spending more than $100,000 annually”.-David Obstler, CFO, Datadog</blockquote>Datadog’s third-quarter (Q3) revenue increased 28% year-on-year (YoY) to $886 million with an adjusted earnings per share (EPS) of $0.55. Both revenue and EPS surpassed the analysts’ consensus estimate of $852.2 million and $0.46, respectively, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Revenue Contributions Climbing</h2>The AI-native segment now accounts for 12% of total revenue in the third quarter (Q3), a rise from 11% in the previous quarter and nearly double the 6% contribution recorded a year ago, said Obstler.&nbsp;This indicates that Datadog’s investments in AI tools and infrastructure are yielding measurable business growth.<a href="https://stocktwits.com/symbol/DDOG">Datadog’s stock</a> traded over 22% higher on Thursday morning. On Stocktwits, retail sentiment around the stock jumped to ‘extremely bullish’ from ‘neutral’ territory the previous day. Message volume improved to ‘extremely high’ from ‘normal’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Key Metrics</h2>Datadog now serves approximately 4,060 customers with annual recurring revenue (ARR) of $100,000 or more, a 16% YoY increase.&nbsp; The company generated $251 million in operating cash flow and $214 million in free cash flow in Q3.&nbsp;For the fourth quarter, Datadog expects revenue to be between $912 million and $916 million, and adjusted EPS to be between $0.54 and $0.56. For 2025, the company anticipates revenue between $3.386 billion and $3.390 billion and adjusted EPS between $2.00 and $2.02.Datadog stock has gained over 31% in 2025 and over 46% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/core-weave-strengthens-ai-infrastructure-with-1-17-b-vast-deal/cL2tMlPRERS">CoreWeave Strengthens AI Infrastructure With $1.17B VAST Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Datadog (Data Dog) logo is seen displayed on a smartphone screen.

DDOG Stock Surged 22% Today: What’s Powering The Rally?

Datadog is seeing strong momentum from its AI-focused clientele.

The company’s third-quarter (Q3) revenue increased 28% year-on-year to $886 million with an adjusted earnings per share of $0.55.


Shares of software development platform GitLab, Inc. (GTLB) fell&nbsp;about 4% in Friday’s early premarket session, giving back part of the 10% gain&nbsp;from the previous session.The premarket slide of&nbsp;<a href="https://stocktwits.com/symbol/GTLB">GitLab stock</a> is potentially due to profit-taking following Thursday’s jump, which came after StreetInsider<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.streetinsider.com/Hot+M+and+A/Datadog+%28DDOG%29+to+explore+fresh+takeover+bid+for+GitLab+%28GTLB%29+-+source/25466188.html"> reported,</a> citing people familiar with the matter, that Datadog was exploring a fresh takeover bid for GitLab. Datadog, a provider of cloud applications monitoring and security platform, had reportedly courted GitLab previously in July 2024.&nbsp;A Reuters report&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/markets/deals/google-backed-software-developer-gitlab-explores-sale-sources-say-2024-07-17/">said</a> then that GitLab worked with investment bankers on a sale process and received takeover interest from peers, including Datadog. The StreetInsider report attributed the renewed interest from Datadog to leadership changes at GitLab and the company's recent strong quarterly performance. The report also noted that Sid Sijbrandij, who retains 51% voting control, would ultimately decide on any sale. Sijbrandij announced his decision to step down as CEO in December last year, giving the reins to former New Relic CEO Bill Staples.Gitlab has a market capitalization of $8.05 billion based on the stock’s closing price of $48.27 on Thursday. Notwithstanding Thursday’s jump, the per-share price is still at a 20% discount to the $60-per-share&nbsp;offer from Datadog, which has a valuation of $52.72 billion.On Stocktwits, retail sentiment toward GitLab stock turned to ‘extremely bullish’ by early Friday from ‘bullish’ the day before, and the message volume on the stream was ‘extremely high.’<figure class="image"><img style="aspect-ratio:617/54;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_17_at_4_23_03_AM_png_3216a32484.webp" alt="Screenshot 2025-10-17 at 4.23.03 AM.png" width="617" height="54"><figcaption>GTLB sentiment and message volume as of 4:20 a.m. ET., Oct. 17 | source: Stocktwits</figcaption></figure>One watcher said a $70 per share takeover offer may be incoming.<stembedurl>https://stocktwits.com/WallStShortPants/message/632693681</stembedurl>Another user noted huge volume throughout the past weeks, potentially suggesting someone was buying at a low price around a support&nbsp;level.<stembedurl>https://stocktwits.com/gb11/message/632679181</stembedurl>GitLab stock has lost over 14% this year, while Datadog stock has done relatively better with a nearly 6% gain.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/orcl-stock-dips-premarket-after-ai-world-2025-analyst-says-gains-consolidating/ch6s2MOR3Fs">Oracle Stock Dips Premarket: Analyst Thinks Gains May Be Cooling As Investors Digest 'AI World 2025' Updates</a>

 GitLab logo is seen on a smartphone and a pc screen. 

Why GitLab Stock Is Falling About 4% In Premarket Trading Today

A StreetInsider report attributed the renewed interest from Datadog to leadership changes at GitLab and the company's recent strong quarterly performance.

Confluent Inc.’s (CFLT) reported sale exploration move has led Raymond James to believe that the company could fetch a premium exceeding 30% over its current market value, given its growth trajectory and strategic assets.A Reuters report&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-confluent-stock-is-soaring-over-19-in-today-s-premarket/ch6EfX6R3LN">cited</a> that&nbsp;Confluent&nbsp;was working with an investment bank on the sale process, following interest from private-equity firms and other technology companies.<a href="https://stocktwits.com/symbol/CFLT">Confluent stock</a> traded over 10% higher on Wednesday morning. On&nbsp;Stocktwits, retail sentiment around the stock improved to ‘extremely high’ from ‘bullish’ territory the previous day. Message volume jumped to ‘extremely high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:938/110;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_08_104204_png_e8f78e4e72.webp" alt="CFLT’s Sentiment Meter and Message Volume as of 10:20 a.m. ET on Oct. 8, 2025 | Source: Stocktwits" width="938" height="110"><figcaption>CFLT’s Sentiment Meter and Message Volume as of 10:20 a.m. ET on Oct. 8, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 475% increase in user message count in&nbsp;the last 24 hours, as per platform data. A bullish Stocktwits user said&nbsp;the move could lead to a 10x increase in the company’s value if it finds the right buyers.<stembedurl>https://stocktwits.com/zoombah/message/631430969</stembedurl>In a research note, Raymond James analyst Mark Cash said that Confluent is being eyed as an acquisition target, triggered by compressing valuation multiples and its strategic role in the AI and data ecosystem.&nbsp;Confluent offers a data system that helps companies stream live data from many sources across their entire organization. This setup is especially useful for powering artificial intelligence (AI) tools.According to the report, though Confluent’s valuable technology has attracted strong interest, the company became a takeover target after its stock dropped in July, following news that it had lost a major customer.The company is expected to report third-quarter results on October 27. It sees a subscription revenue of&nbsp;between&nbsp;$281 million&nbsp;and $282 million.&nbsp;Confluent stock has lost over 17% in 2025 and gained 16% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/verizon-eyes-urban-growth-with-starry-wireless-acquisition/ch6EkqzR3iS">Verizon Eyes Urban Growth With Starry Wireless Acquisition</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Confluent’s Sale Could Bring 30% Premium, Says Raymond James

Raymond James analyst Mark Cash said that Confluent is being eyed as an acquisition target, triggered by compressing valuation multiples and its strategic role in the AI and data ecosystem. 

Confluent, Inc. (CFLT) stock rallied over 19% in the early Wednesday’s premarket session after a report said the data streaming platform company is exploring a sale.&nbsp;The Mountain View, California-based company was working with an investment bank on the sale process, a Reuters exclusive report&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/data-streaming-software-maker-confluent-explores-sale-sources-say-2025-10-08/">stated,</a> citing three people familiar with the matter. The rumored move by the company followed interest from private-equity firms and other technology companies.Confluent provides a new category of data infrastructure, and its cloud-native offering enables real-time data from multiple sources to stream continuously across an organization, primarily for artificial intelligence (AI) models. The company’s relatively attractive valuation may have also triggered the buyout interest. Following <a href="https://stocktwits.com/symbol/CFLT">Confluent stock’s</a> 26% year-to-date (YTD) decline, the company has a valuation of $7.2 billion.&nbsp;The report stated that Confluent’s stock price plummeted in July following the loss of a major customer, rendering the company vulnerable to takeover approaches. Earlier this month, the company announced a new multi-year partnership with the Visa Cash App Raving Bulls Formula 1 team.In a report released on Sept. 30, Wells Fargo initiated coverage of Confluent stock with an ‘Overweight’ rating and a $24 price target, a summary of the note shared by the Fly shows. The research firm views Confluent as the standard for data streaming and believes concerns surrounding Kafka are overblown due to the "vast amount of resources" required to build the infrastructure internally. Wells Fargo stated that Confluent has more high-value customers (greater than $1 million) as it positions itself on the path to $1 billion in annual recurring revenue.&nbsp;On Stocktwits, retail sentiment toward Confluent stock shifted to ‘extremely bullish’ as of early Wednesday, up from ‘bullish’ the day before. The message volume on the stream turned to ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:621/57;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_08_at_4_08_59_AM_png_2bec94a0dd.webp" alt="Screenshot 2025-10-08 at 4.08.59 AM.png" width="621" height="57"><figcaption>CFLT sentiment and message volume as of 4 a.m. ET, Oct. 8 | source: Stocktwits</figcaption></figure>A bullish investor called Confluent a company with high growth potential and believed that it could grow ten times in the coming years if acquired by the right group of investors.<stembedurl>https://stocktwits.com/zoombah/message/631430969</stembedurl>Another user speculated that the deal value could be about $30.<stembedurl>https://stocktwits.com/Src947/message/631427621</stembedurl>This speculated sale price of $30&nbsp;per share marks a 45% premium over Confluent’s closing price of $20.73 on Tuesday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-s-google-on-verge-of-unveiling-data-center-cluster-in-india/ch6EJ6UR3Lh">Alphabet’s Google On Verge Of Unveiling Asia’s Largest Data Center Cluster In India With $10B Investment: Report</a>

Door with logo at office of Confluent in the Silicon Valley, Mountain View, California, January 3, 2021.

Why Confluent Stock Is Soaring Over 19% In Today’s Premarket

Confluent’s stock price plummeted in July following the loss of a major customer, reportedly rendering the company vulnerable to takeover approaches.

San Jose, California-based enterprise cloud platform provider Nutanix, Inc.’s (NTNX) shares rose over 3% in Monday’s early premarket session.S&amp;P Dow Jones Indices announced late Friday that Nutanix will join the S&amp;P MidCap 400 Index, effective before the market open on September 22. The company will replace Acadia Healthcare Company (ACHC) in the index.The move comes as part of the index compiler’s quarterly rebalancing.&nbsp;The S&amp;P MidCap 400 Index is a measure of the performance of mid-cap equities listed on the U.S. exchanges, and the market capitalization criteria for inclusion in the index&nbsp;are $8 billion to $22.7 billion.Nutanix had a market cap of $18.744 billion (based on Friday’s closing price of $68.67).Index inclusion generates positive sentiment toward the stock, as investors view it as a validation of the company’s credentials as a stable and growing entity. Also, funds tracking a particular index would load up on the stock to align their portfolio weighting with that of the index.On Stocktwits, retail sentiment toward<a href="https://stocktwits.com/symbol/NTNX"> Nutanix stock</a>, however, remained stuck in ‘bearish’ territory (41/100) as of early Monday. The message volume on the stream was also at ‘low’ levels.<figure class="image"><img style="aspect-ratio:615/54;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_08_at_5_10_08_AM_png_deaf60f268.webp" alt="Screenshot 2025-09-08 at 5.10.08 AM.png" width="615" height="54"><figcaption>Nutanix sentiment and message volume as of 5:10 a.m. ET, Sept. 8 | source: Stocktwits</figcaption></figure>The stock received a&nbsp;slew of price target cuts from Wall Street analysts following the company’s fourth-quarter results, reported in late August, according to The Fly. The pessimistic analysts’ action was due to the company’s cautious commentary regarding its fiscal year 2026 annual recurring revenue (ARR) and doubts regarding large deal momentum.Nutanix stock is up more than 14% this year. The Koyfin-compiled consensus analysts’ price target for the stock is $87.03, implying&nbsp;an upside potential of nearly 25% from Friday’s close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-climb-as-traders-mull-rate-outlook-tariff-developments/chwWAkTRdAN">Nasdaq, S&amp;P 500 Futures Climb As Traders Mull Rate Outlook, Tariff Developments: Strategist Says Trend Positive But Stays Wary Of September Volatility</a>

Why Nutanix Stock Is Rising Over 3% In Today’s Premarket

The S&P MidCap 400 Index is a measure of the performance of mid-cap equities listed on the U.S. exchanges, and the market capitalization criteria for inclusion in the index are $8 billion to $22.7 billion.

Pure Storage, Inc. (PSTG) shares rose sharply in Thursday’s early premarket session after the data storage solutions provider reported better-than-expected quarterly results.On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/PSTG">Pure Storage stock</a> improved to ‘extremely bullish’ (95/100) by early Thursday, from ‘bullish’ a day ago. The message volume increased to ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:1248/110;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_28_at_5_20_23_AM_png_a2381bab81.webp" alt="Screenshot 2025-08-28 at 5.20.23 AM.png" width="1248" height="110"><figcaption>PSTG sentiment and message volume as of 5:20 a.m. ET, Aug. 28 | source: Stocktwits</figcaption></figure>Pure Storage’s key metrics for the second quarter of fiscal year 2026 are:<ul style="list-style-type:circle;"><li>Adjusted earnings per share (EPS): $0.43 ($0.44 Year-ago) Vs. $0.39 consensus (Fiscal.ai)</li><li>Revenue: $861 million (up 13% YoY) Vs. $846.45 million consensus&nbsp;</li></ul>&nbsp;The company expects third-quarter revenue to be between $950 million and $960 million, exceeding the consensus estimate of $916.28 million. It raised its fiscal year 2026 guidance to a range of $3.60 billion to $3.63 billion from $3.52 billion. Analysts, on average, estimate the company's revenue to be $3.53 billion for the year.CEO and Chairman Charles Giancarlo said, “Our strong second quarter results demonstrate ever more customers' confidence in the value of the Pure Storage platform to advance their data storage and management now and into the future.”A bullish watcher on the Stocktwits platform said the company is perfectly aligned to reaped the benefits of the artificial intelligence revolution with its "low energy and high performance storage solutions."<stembedurl>https://stocktwits.com/skcour/message/626784180</stembedurl>Another user braced for a stock to climb to $75 on Thursday.<stembedurl>https://stocktwits.com/TheDesertWarrior/message/626819025</stembedurl>Pure Storage's stock is down about a percent this year. In premarket trading, the stock jumped 16.35% to $70.86.The Koyfin-compiled consensus price target for Pure Storage stock is $70.61, implying upside potential of 16% from Wednesday’s close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-snowflake-stock-is-gaining-steam-in-today-s-premarket/chs62bxRdmE">Why Snowflake Stock Is Gaining Steam In Today’s Premarket</a>

In this photo illustration, a hand holds a smartphone displaying the logo of Pure Storage Inc. (NYSE: PSTG). 

Pure Storage Stock Rips Higher Premarket: What’s Driving The Rally?

CEO and Chairman Charles Giancarlo said, “Our strong second quarter results demonstrate ever more customers' confidence in the value of the Pure Storage platform to advance their data storage and management."

Wilmington, North Carolina-based&nbsp;<a href="https://stocktwits.com/symbol/NCNO">nCino, Inc.’s (NCNO)</a> stock rose over 11% in Tuesday’s after-hours session, as investors reacted positively to the quarterly results of the software-as-a-service company.The company provides software solutions to the banking industry.nCino’s adjusted earnings per share (EPS) for the second quarter of the fiscal year 2026 climbed to $0.22 from $0.13 in the year-ago quarter. This is sharply higher than the Fiscal.ai-compiled consensus estimate of $0.14.Revenue climbed 12% year-over-year to $148.8 million, beating the $143.17 million consensus estimate.CEO Sean Desmond said, “We saw customer demand continue to strengthen in the second quarter, including for newer solutions and across our target markets, reinforcing our confidence in our strategy and in our improved financial outlook.”The executive stated that the company is striving to position itself as a leader in artificial intelligence (AI)- driven banking.nCino’s third-quarter guidance is as follows:<ul><li>Revenue: $146&nbsp;million-$148&nbsp;million vs $146.05&nbsp;million consensus</li><li>Adj. EPS: $0.20-$0.21 vs. $0.19 consensus</li></ul>&nbsp;The company raised its full-year revenue guidance to a range of $585.0 million to $589.0 million, up from $578.5 million to $582.5 million, and its bottom-line estimate to a range of $0.77 to $0.80, up from $0.69 to $0.72. Analysts, on average, estimate $581.48 million and $0.71, respectively, for the year.On Stocktwits, retail sentiment toward nCino stock shifted to ‘extremely bullish’ (89/100) by late Tuesday, up from ‘neutral’ the day before. The message volume also spiked to ‘extremely high’ levels.The 24-hour message volume on the stream spiked by 1,300% leading up to late Tuesday.<figure class="image"><img style="aspect-ratio:616/44;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_26_at_10_21_57_PM_png_2d645109bf.webp" alt="Screenshot 2025-08-26 at 10.21.57 PM.png" width="616" height="44"><figcaption>NCNO sentiment and message volume as of 10:20 p.m. ET, Aug. 26 | source: Stocktwits</figcaption></figure>nCino stock is down about 15% this year. The Koyfin-compiled consensus price target for the stock is $32, implying roughly 12% upside from Tuesday’s close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/mongo-db-stock-soars-over-30-after-hours-on-beat-and-raise-quarter/chsxZoWRdkB">MongoDB Stock Soars Over 30% After-Hours On Beat-And-Raise Quarter — Cramer Says Bears Didn’t See It Coming</a>

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

Why nCino Stock Surged 11% Higher In Today’s Extended Trading

CEO Sean Desmond said, “We saw customer demand continue to strengthen in the second quarter, including for newer solutions and across our target markets.”

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