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Avis Budget Group, Inc. engages in the provision of vehicle sharing and rental services. It operates through the Americas and International segments. The Americas segment includes vehicle rental and car sharing operations in North America, South America, Central America, and the Caribbean. The International segment is involved in vehicle rental and car sharing operations in Europe, the Middle East, Africa, Asia, and Australasia. The company was founded in 1946 and is headquartered in Parsippany, NJ.

Avis Budget Group Inc

Avis Budget Group (CAR) is seeing extreme volatility as a concentrated ownership structure, characterized by major hedge funds holding nearly the entire float, fuels a massive short squeeze. The community is deeply divided between long-term bulls betting on a further parabolic surge toward 1,000 and skeptical traders bracing for a potential blow-off top or regulatory intervention.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is rallying on massive volume as investors react to a pivotal executive interview confirming production orders and scaling manufacturing for AI hyperscaler demand. The community is actively dismissing recent short-seller reports and debating the company's transition from speculative tech to a commercial revenue story, while speculating on the impact of potential index inclusion and strategic partnerships.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is seeing strong momentum as institutional interest shifts toward a catch-up trade, supported by bullish analyst price target hikes and major hyperscaler commitments from Meta and OpenAI. The community remains highly active, debating the stock's potential for sustained growth against its current valuation and the ongoing battle between hardware and software-driven AI returns.

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

Navitas Semiconductor Corp

Navitas Semiconductor is trending as retail investors and traders debate whether the stock's recent surge is driven by legitimate demand for its AI-integrated power technology or an unsustainable momentum-based pump. While bullish sentiment focuses on the companys strategic partnerships for high-efficiency data center chips, a vocal segment of the community remains skeptical, citing high price-to-sales ratios and ongoing losses as warning signs for a potential pullback.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Investors are actively debating the viability of holding this triple-leveraged bear ETF as the semiconductor sector continues its prolonged melt-up, leaving many traders frustrated by consistent daily losses. The community is heavily focused on the disconnect between geopolitical headlines and market strength, with many debating whether to capitulate on their short positions or double down in anticipation of a potential sector pullback.

Kyverna Therapeutics, Inc. is a cell therapy clinical-stage biotechnology company, which engages in the provision of treatments and potential cures for serious autoimmune diseases. The company was founded in June 2018 and is headquartered in Emeryville, CA.

Kyverna Therapeutics Inc.

Kyverna Therapeutics is trending as investors react to positive topline results from its registrational phase two trial of miv-cel for stiff person syndrome, which showed significant clinical benefits and a clean safety profile. The community is actively discussing the potential for a near-term buyout or partnership, fueled by the company's best-in-class CAR-T pipeline, experienced management, and its path toward a biologics license application.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending following a strategic investment in French rare-earth specialist Carester, which creates a vital midstream processing path for its Texas-based feedstock. The community is actively debating the stock's valuation, weighing its long-term potential for domestic supply chain independence against concerns regarding share dilution and the volatility of its pre-production status.

Infinite Money Glitch ($IMG) is revolutionizing DeFi on Solana by leveraging the Token2022 program's advanced tax extension capabilities to create a truly innovative reward system for token holders.  At its core, $IMG implements a seamless 5% tax on all transactions - whether buying, selling, or transferring tokens. This tax is automatically collected and distributed to holders in SOL, creating a sustainable passive income stream for the community. 4.5% of the tax gets sent to holders, while .5% gets sent to an Infrastructure wallet to help with development, marketing and general infrastructure.  What sets $IMG apart is its implementation of Solana's Token2022 program, enabling automated and efficient reward distribution without relying on external smart contracts.

Infinite Money Glitch

The community surrounding $IMG is rallying behind the token's passive Solana rewards and deflationary mechanisms, framing it as a 'battle-tested' utility play that has survived significant market adversity. Investors are actively discussing the protocol's technological resilience and upcoming milestones, viewing current entry levels as a strategic opportunity to accumulate ahead of a potential supply shock.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgical is trending following a strong quarterly performance where both revenue and EPS beat expectations, driven by robust demand for its da Vinci surgical systems and double-digit procedure growth. While investors are celebrating the company's resilient compounding model and accelerating adoption of next-gen systems, some market participants are debating whether the current valuation is justified given lingering tariff concerns and competitive pressures.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Direxion Daily Semiconductor Bull 3X Shares (SOXL) is experiencing extreme volatility and rapid gains, fueled by persistent AI-driven optimism, ongoing semiconductor strength, and a market environment that continues to defy bearish expectations. While some traders are riding the aggressive momentum to new highs, a vocal segment of the community remains cautious, citing concerns over potential overextension, the structural risks of leveraged ETFs in choppy conditions, and uncertainty regarding geopolitical tensions.

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Zacks Investment Ideas feature highlights: Meta Platforms, Nvidia, Broadcom, Intel, Comfort Systems USA, TAN and Bloom Energy

Meta Platforms ramps AI spending to $135B as Nvidia, Intel and energy plays ride the next wave of AI demand and infrastructure growth.

The Next Stage of the AI Boom

After more than half a year of languishing, the AI Boom appears ready to reassert its leadership.

ETF Winners & Losers of Q1 2026

Iran war reshaped Q1 markets: energy, shipping & lithium ETFs surged while tech and airlines lagged as inflation fears and oil shocks rattled sentiment.



<ul class="summary-bullets"><li>Canadian Solar stated that its solar module shipments during Q4 nearly halved to 4.3 gigawatts, down 16% sequentially.</li><li>The company added that its revenue during the quarter was down primarily due to lower sales of its solar modules and battery energy storage systems.</li><li>Canadian Solar guided for first-quarter revenue in the $900 million to $1.1 billion range, while the Wall Street consensus is for revenue of $1.51 billion.</li></ul>Canadian Solar Inc. (CSIQ) on Thursday reported fourth-quarter results that missed Wall Street expectations, citing a prolonged sector downturn.The Ontario-based company reported a loss of $1.66 per share on revenue of $1.26 billion during the fourth quarter (Q4), while Wall Street expected a loss of $0.42 per share on revenue of $1.37 billion, according to Fiscal.ai data.<a href="https://stocktwits.com/symbol/CSIQ">Canadian Solar shares</a> declined nearly 24% in Thursday’s pre-market trade. Retail sentiment on Stocktwits around the company was in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">Solar Module Shipments Nearly Halve Year-On-Year</h2>Canadian Solar stated that its solar module shipments during Q4 nearly halved to 4.3 gigawatts, down 16% sequentially.The company added that its revenue during the quarter was down primarily due to lower sales of its solar modules and battery energy storage systems.“In response to the prolonged solar downturn, we pivoted away from the industry's traditional focus on shipment volumes and instead took the lead by prioritizing margins and diversifying our profit drivers, notably energy storage,” said Canadian Solar CEO Shawn Qu.Qu also highlighted persistent market headwinds and a shifting regulatory landscape as factors behind the sales decline. Despite this, he stated that the company remains steadfastly committed to the U.S. market, citing its efforts to reshore manufacturing to North America.To this end, Qu stated that Canadian Solar has fully ramped up its solar module factory in Texas and intends to double its capacity. Canadian Solar has begun moving equipment as part of the first phase of its solar cell plant in Indiana, and expects to manufacture its first cell by the end of this month, he added.“Furthermore, we are advancing the second phase, which once operational, will bring our U.S. cell capacity to 6.3 GWp, establishing the largest crystalline silicon technology footprint in the country,” Qu stated.Canadian Solar guided for first-quarter revenue in the $900 million to $1.1 billion range, while the Wall Street consensus is for revenue of $1.51 billion.<h2 class="st-heading-2">Solar Installations Decline In 2025 Due To Trump's Policy Changes</h2>According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/climate-energy/us-solar-installations-down-2025-after-trump-policies-jolt-market-report-says-2026-03-10/">report</a> citing data from the Solar Energy Industries Association (SEIA) and Wood Mackenzie, solar installations in the U.S. declined in 2025 due to the Trump administration’s regulatory changes.The study showed that new solar installations in 2025 totaled 43 GW, down from 50 GW in 2024. The report added that, due to President Donald Trump’s One Big Beautiful Bill Act, community solar installations fell by 25% in 2025, while utility-scale installations declined by 16%.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>One bearish user on the platform opined that the company currently has too many problems.<stembedurl>https://stocktwits.com/crab22/message/647950972</stembedurl>Another user believes that the CSIQ stock should decline further, following the Q4 results.<stembedurl>https://stocktwits.com/ToRni27/message/647950102</stembedurl><a href="https://stocktwits.com/symbol/CSIQ">CSIQ stock</a> is down 22% year-to-date, but up 89% over the past 12 months. The Invesco Solar ETF (TAN) is up 72% over the past 12 months, while the iShares Global Clean Energy ETF (ICLN) is up 56%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iran-mulls-transit-fees-strait-of-hormuz-crude-oil-prices-surge/cZ3aLtfRIWw">Iran Reportedly Mulls Transit Fees In Strait Of Hormuz, Targeting A Fifth Of Global Energy Flow As Crude Oil Surges</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Canadian Solar logo is seen displayed on a smartphone screen

Canadian Solar Pins Q4 Miss On Prolonged Sector Downturn, Regulatory Headwinds — CSIQ Stock Tumbles Over 20% Pre-Market

The Ontario-based company reported a loss of $1.66 per share on revenue of $1.26 billion during Q4, while Wall Street expected a loss of $0.42 per share on revenue of $1.37 billion.

Equity

<ul class="summary-bullets"><li>Alperovitz will continue to serve as the company’s&nbsp;CFO through June 9, 2026, to support its ongoing operations and help ease the leadership transition.</li><li>The firm re-affirmed its guidance that it provided during its fourth quarter earnings report.</li><li>SolarEdge forecasted its first quarter 2026 revenues to be within the range of $290 million to $320 million.&nbsp;</li></ul>SolarEdge Technologies (SEDG) on Tuesday announced that its Chief Financial Officer Asaf Alperovitz will step down to pursue a&nbsp;leadership role at a public company outside of the industry.Shares&nbsp;of the company were down 4% at the time of writing.&nbsp;SolarEdge said that&nbsp;its board is initiating a process to identify a replacement CFO. Alperovitz will continue to serve&nbsp;in the role through June 9, 2026 to support ongoing operations and&nbsp;help ease&nbsp;the leadership transition.“On behalf of our executive team and the Board of Directors, we thank Asaf for his leadership and contributions in reinforcing SolarEdge’s financial foundation and advancing the company towards sustained profitability in 2026 and wish him continued success. We remain focused on moving toward profitable growth and believe 2026 will be a transformational year for SolarEdge,” said Shuki Nair, CEO of SolarEdge.&nbsp;<h2 class="st-heading-2">Earnings Guidance</h2>The firm re-affirmed its&nbsp;2026 guidance provided during its fourth-quarter (Q4) earnings report.&nbsp;SolarEdge forecasted its first-quarter (Q1) 2026 revenues to be within the range of $290 million to $320 million, not&nbsp;including significant one-time or pull forward of revenue.For Q1, its non-GAAP gross margin is expected to be within the range of 20% to 24%, and adjusted operating expenses to be within the range of $88 million to $93 million,&nbsp;the company said.SolarEdge reported a decline of 1.4% on a year-over-year basis in its Q4 revenue that came at $335.4 million.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around SEDG trended in&nbsp;the ‘bearish’ territory amid ‘low’ message volume.&nbsp;Shares in the company have risen 22% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration a SolarEdge Technologies logo is seen on a smartphone

SEDG Stock Falls After-Hours Amid Surprise Departure Of CFO

SolarEdge said that its board is initiating a process to identify a replacement Chief Financial Officer.

ETFs in Focus Post First Solar's Q4 Earnings Miss, Weak Sales View

FSLR sinks 12.7% after missing Q4 earnings and issuing a weak 2026 sales guidance, putting solar ETFs like TAN in focus.

Array Technologies shares declined 23% on Friday to hit over two-year lows

ARRY Stock Cracks 26%, On Track To Hit 200-DMA For First Time In 3 Months – Retail Says Valuation Is ‘Cheap’

Array’s Q4 revenue fell 17% year-on-year to $226 million, while net loss widened to $145.7 million.

ARRY Stock Is On Track To Hit 200-DMA For First Time In 3 Months – Retail Says Valuation Is ‘Cheap’

<ul class="summary-bullets"><li>Adjusted net loss per share in the quarter was $0.14, compared to $0.31 in the prior quarter. Analysts on average expected loss per share of $0.22.&nbsp;</li><li>The company said that it expects FY2026 revenues to be within the range of $290 million to $320 million.</li></ul>Solaredge Technologies (<a href="https://stocktwits.com/symbol/SEDG">SEDG</a>) shares were down on Wednesday as its quarterly revenue declined from the year-ago quarter.&nbsp;The company reported revenues of $335.4 million, down 1.4% from $340.2 million in the prior quarter. However, it still beat analyst estimates of $270 million, as per data from fiscal.ai.&nbsp;<h2 class="st-heading-2">Q4 Snapshot</h2>Adjusted net loss per share in the quarter was $0.14, compared to $0.31 in the prior quarter. Analysts on average expected loss per share of $0.22.&nbsp;“We gained momentum last year, delivering strong year-over-year revenue growth and expanding our gross margins in each and every quarter. Our solid fourth quarter results continued this trend,” said Shuki Nir, Chief Executive Officer of Solaredge Technologies.&nbsp;During the quarter, approximately 98.8 thousand inverters, 2.87 million optimizers and 280 MWh of batteries for Photovoltaic (PV) applications were recognized as revenue, the statement said.&nbsp;<h2 class="st-heading-2">Outlook</h2>The company said that it expects FY2026 revenues to be within the range of $290 million to $320 million and said that the range does not include significant one-time or pull forward of revenue.&nbsp;Analysts on average were expecting FY2026 revenue to be $292.2 million.&nbsp;It said it expects adjusted gross margin to be within the range of 20% to 24% and adjusted operating expenses to be within the range of $88 million to $93 million.“2026 is about shifting to offense while keeping this discipline intact. We will focus on moving towards profitable growth, gaining share, scaling Nexis, and investing in new high-growth adjacencies such as AI data center power. And I believe 2026 will be a transformational year for SolarEdge that will take the company to the next level,” Nir added.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around SEDG trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One bullish user predicted that SEDG stock will hit 3 digits in 2026.<stembedurl>https://stocktwits.com/mido89/message/645226938</stembedurl>One bearish user said that stock will end Wednesday’s trading at $30 if market reacts to the ‘awful’ earnings.&nbsp;<stembedurl>https://stocktwits.com/unnconscious/message/645212388</stembedurl>Shares in the company have risen 113% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Solaredge Technologies Stock Dives After Q4 Earnings, Why Is Retail Divided?

The company reported revenues of $335.4 million, down 1.4% from $340.2 million in the prior quarter.

<ul class="summary-bullets"><li>BMO Capital downgraded First Solar to ‘Market Perform’ from ‘Outperform’ and cut its price target to $263 from $285.</li><li>The firm believes Tesla’s efforts to build a vertically integrated solar manufacturing business are likely to take shape in the coming quarters.</li><li>Tesla’s potential expansion into solar modules could create a lasting overhang on First Solar shares and pressure investor sentiment, BMO stated.</li></ul>Shares of First Solar (FSLR) tanked more than 12% on Thursday after BMO Capital downgraded the stock and slashed its target price, citing a potential overhang due to Tesla’s expansion into solar module manufacturing.<a href="https://stocktwits.com/symbol/FSLR">FSLR shares</a> are down to their lowest level in more than three months.<h2 class="st-heading-2">Why Did BMO Downgrade The Stock?</h2>BMO Capital downgraded First Solar to ‘Market Perform’ from ‘Outperform’ and cut its price target to $263 from $285, according to The Fly. It still implies a 20% upside from current levels.The firm initially dismissed Elon Musk’s comments on Tesla building a vertically integrated solar manufacturing business as “aspirational,” but it now believes the effort is likely to take shape in the coming quarters.BMO Capital believes Tesla’s potential expansion into solar modules could create a lasting overhang on First Solar shares and pressure investor sentiment.Last week at the World Economic Forum (WEF) in Davos, Musk said Tesla and SpaceX are targeting 100 gigawatts of annual solar manufacturing within three years. Musk reiterated the target in a call with analysts following Tesla’s fourth-quarter (Q4) results on Wednesday.“We think the best way to add significant capability to the grid is, or energy to the grid, let’s say it’s powering AI data centers, is solar and batteries on Earth and solar in space. So that’s why we’re gonna work towards getting 100 gigawatts a year of solar cell production, integrating across the entire supply chain, from raw materials all the way to finished solar panels,” Musk said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Despite the intra-day decline, retail sentiment on Stocktwits flipped to ‘bullish’ from ‘neutral’ a day earlier.<img src="https://news.stocktwits-cdn.com/FSLR_jpg_546d50baf0.webp" alt="FSLR.jpg">Retail chatter was mixed, with one user viewing the dip as a buying opportunity.<stembedurl>https://stocktwits.com/mywally/message/643280923</stembedurl>However, another user is expecting a further 25% downside.<stembedurl>https://stocktwits.com/Chartist0_0/message/643260844</stembedurl>The stock has gained more than 30% in the past year, though it has shed around 18% so far in 2026.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-lmt-stock-rising-today/cmyifUlR4Ko">LMT Stock Jumps 6% In Pre-Market – What’s Driving The Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

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

FSLR Stock Slumps 13% On BMO Downgrade – What Is The Tesla Angle?

BMO Capital downgraded First Solar and trimmed its target price for the stock, citing a potential overhang due to Tesla’s expansion into solar module manufacturing.

ETF Stories to Rule in 2026

ETF themes to watch in 2026: S&P 500 strength, metals momentum, banks, AI, robotaxis, clean energy and global ETFs like SPY, COPX, TAN.

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