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UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath (PATH) is trending following its strong earnings beat, first GAAP profitability, and a new substantial stock buyback, sparking community debate over conservative growth guidance versus perceived market manipulation by shorts and the potential for a 'Palantir moment' with government AI contracts.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas (ONDS) is trending following a strategic partnership with Palantir and World View to advance AI-enabled multi-domain intelligence platforms, alongside the acquisition of BIRD Aerosystems, significantly expanding its defense capabilities. While many are bullish, anticipating a substantial short squeeze and future growth in the defense sector, the community is actively debating the impact of frequent dilution and the stock's muted reaction to otherwise significant developments.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently a focal point for investors following multiple high-profile partnerships, including a collaboration with NVIDIA on a Sovereign AI OS and expanded defense sector engagements. The community is buzzing about the company's accelerating role in AI-driven intelligence and military applications amid rising geopolitical tensions, while also actively debating its valuation and short-term price action.

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

Lucid Group Inc

Lucid Group is trending following an investor day where its new AI assistant reportedly bombed, alongside mixed Q4 earnings showing widening losses despite revenue growth. The community is actively discussing the confirmed plans for future capital raises and registered shares for resale, fueling concerns about ongoing dilution and the company's challenging path to profitability in the competitive luxury EV market.

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 trending with high anticipation ahead of the upcoming OFC Conference, where it will showcase its advanced optical engines for AI applications in a significantly expanded booth. Community speculation about potential major partnerships, especially after Marvell's acquisition of a POET customer, is fueling a strong bullish sentiment across the heating photonics sector.

Lightwave Logic, Inc. is a development stage company which engages in the commercialization of electro-optic photonic devices. The firm offers the P2ICTM technology platform which uses in-house proprietary organic polymers. Its products include electro-optical modulation devices and proprietary polymer photonic integrated circuits. The company was founded on June 24, 1997 and is headquartered in Englewood, CO.

Lightwave Logic Inc

Lightwave Logic is trending due to its newly announced development agreement with Tower Semiconductor, which the community widely interprets as a critical step toward integrating its advanced polymer modulators into the NVIDIA supply chain. This partnership is fueling immense investor optimism that validates LWLG's technology for the rapidly expanding AI and data center photonics market, signaling a path to significant commercial adoption and substantial growth.

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

The SPDR S&P 500 ETF Trust is trending amidst escalating geopolitical tensions, driven by Iran's threats to keep the Strait of Hormuz closed and surging oil prices, sparking community debate over market manipulation and global economic stability.

Himax Technologies, Inc. is a semiconductor solution provider dedicated to display imaging processing technologies. It operates through the Driver Integrated Circuit and Non-Driver Products segments. The company's products include display drivers, timing controllers, wafer level optics, video and display technology solutions, liquid crystal over silicon silicon, complementary metal-oxide semiconductor image sensor, and power integrated circuit. Its products used in TVs, laptops, monitors, mobile phones, tablets, digital cameras, car navigation, virtual reality (VR) devices and many other consumer electronics devices. Himax Technologies was founded by Biing Seng Wu and Jordan Wu on June 12, 2001 and is headquartered in Tainan, Taiwan.

Himax Technologies - ADR

Himax Technologies, Inc.

Himax Technologies is trending following a Hunterbrook article positioning it as a "stealth supplier" for NVIDIA's AI optics revolution and TSMC's CPO platform, sparking intense community debate between bullish long-term CPO potential and warnings of a pump and dump amid volatile trading.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending due to newly reported manufacturing issues concerning wiring flaws that may delay 737 MAX deliveries, fueling concerns over quality control and commercial sector headwinds. Conversely, community discussions also highlight a robust defense segment benefiting from increased geopolitical tensions and the anticipation of a major aircraft order from China.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is trending as escalating Mideast geopolitical tensions and surging oil prices create market uncertainty, sparking divided community sentiment between those anticipating a major correction and others actively 'buying the dip' amidst perceptions of continuous V-shaped recoveries.

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<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.

Equity

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.

 6 ETF Predictions for 2026

2026 could favor SPY, SLV, KBWB, TAN & global ETFs as AI, metals, banks and clean energy shape the next leg of market gains.

Best-Performing Sector ETFs of 2025

Metals, shipping and rare earth ETFs like SLVP, BWET and SETM led 2025, and SPY has gained 14.8% YTD despite AI, tariff and rate jitters.

Here's Why Solar & Clean Energy ETFs Are Shining Bright

Solar and other clean energy ETFs like TAN, CTEX, CNRG & CTEC are surging as AI demand, rate cuts & policy relief boost the long-term growth outlook.

The Trump administration may reportedly be preparing to slash another $12 billion in funding for clean energy projects, in addition to the nearly $8 billion in cuts announced last week.According to a Semafor&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.semafor.com/article/10/07/2025/trump-eyes-deeper-energy-project-cuts-as-shutdown-drags-on">report,</a> the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.semafor.com/article/10/07/2025/trump-eyes-deeper-energy-project-cuts-as-shutdown-drags-on">list</a> of targeted projects includes high-profile names such as General Motors (GM), GE Vernova (GE), Ford Motor (F), Stellantis (STLA), Honeywell (HON), NextEra Energy (NEE) and Plug Power (PLUG) among others. The report noted that it is unclear whether, or when, the full list of cancellations will be implemented.Meanwhile, a source who saw the list described it as a “kill list,” signaling an escalation of the administration’s efforts against clean energy initiatives, the report said. It added that the move appears tied to the ongoing government shutdown, with the administration using the standoff to advance a broader policy agenda aimed at reversing Biden-era energy initiatives.Under the Biden administration, the U.S. embraced green energy projects, including carbon removal and clean hydrogen programs, as part of efforts to combat climate change. Many of these projects, including those led by oil and gas companies like Chevron (CVX) and Occidental (OXY), are now at risk.The&nbsp;<a href="http://stocktwits.com/symbol/FAN">First Trust Global Wind Energy ETF (FAN)</a> edged 0.15% lower in afternoon trade, while the&nbsp;<a href="http://stocktwits.com/symbol/TAN">Invesco Solar ETF (TAN)</a> dipped nearly 1%.&nbsp;The broader market also traded in the red. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) was down 0.36%, the&nbsp;<a href="http://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) slipped 0.23%, and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) moved 0.50% lower. Retail sentiment around QQQ on Stocktwits trended in ‘bearish’ territory even as chatter increased to ‘high’ from ‘normal’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bnb-token-surges-to-record-high-overtakes-xrp-as-third-largest-cryptocurrency/ch6PaXTR3Wy">BNB Token Surges To Record High, Overtakes XRP As Third-Largest Cryptocurrency</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump, pictured in the Oval Office, on September 25, 2025. (Photo by Andrew Harnik/Getty Images)

Trump Administration Reportedly Planning Another $12 Billion in Clean Energy Funding Cuts

The new list of clean energy projects that may be slashed follows the Trump administration's announcement of $8 billion in cuts last week.

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