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Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is experiencing extreme volatility and a sharp sell-off following its recent quarterly financial results, with the community actively debating whether the decline is an overreaction to record-breaking revenue or a necessary market correction. Many investors are currently focused on whether this drawdown presents a buying opportunity, while others remain skeptical and caution against catching a falling knife.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is attracting significant community attention as traders anticipate a pivotal regulatory decision regarding the sBLA filing for Anktiva, while monitoring recent earnings performance and international expansion efforts. The broader discussion is dominated by debates over non-cash accounting adjustments in the latest financial report and expectations for upcoming clinical data presentations.

Atara Biotherapeutics, Inc. is an allogeneic T-cell immunotherapy company, which engages in the development of transformative therapies for patients with serious diseases including solid tumors, hematologic cancers, and autoimmune diseases. It also delivers off-the-shelf treatments to patients with high unmet medical need. Its product pipeline includes Tab-cel, ATA188, ATA2271/ATA3271, and ATA3219. The company was founded by Isaac E. Ciechanover on August 22, 2012 and is headquartered in Thousand Oaks, CA.

Atara Biotherapeutics Inc

Atara Biotherapeutics is trending as investors react to a significant regulatory update regarding a potential FDA path forward for tabelecleucel, with the community actively debating the company's financial position and the likelihood of future capital raises. Traders are highlighting intense volatility and high volume as they monitor the stock's technical performance and assess the risk-reward profile ahead of upcoming regulatory milestones.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is seeing significant market interest as investors weigh its record $5.6 billion backlog and growing data center hyperscaler partnerships against ongoing profitability challenges. The community is actively debating whether the recent momentum represents a genuine re-rating of the company's long-term infrastructure potential or continued execution risk.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is experiencing extreme market volatility as investors weigh strong AI-driven demand and long-term revenue potential against supply chain constraints and a stretched valuation. While the community remains deeply divided between long-term bulls betting on the company's role as the architectural backbone of AGI and skeptics warning of a speculative bubble, price action continues to be driven by aggressive rotation and institutional profit-taking following recent earnings.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Georgetown, TX.

TSS Inc

TSSI is trending following an earnings report that showcased record-breaking revenue and profit growth, sparking intense community debate over whether the stock is undervalued or a temporary pump-and-dump. While bullish investors point to a massive AI infrastructure backlog and strategic partnerships with Dell as catalysts for a potential re-rate, skeptics are actively highlighting the lack of explicit revenue guidance and aggressive price volatility as reasons to lock in profits.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is trending due to a combination of strong institutional interest, strategic warrant exchanges aimed at reducing dilution, and a bullish growth outlook tied to its silicon anode battery technology for the drone and electric mobility sectors. The community remains focused on the company's long-term potential and operational milestones, often interpreting recent price volatility as a buying opportunity rather than a shift in fundamental strength.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending as investors react to high-stakes speculation surrounding ongoing diplomatic and military maneuvers in the Strait of Hormuz. The community is actively debating the credibility of reported peace framework negotiations versus potential escalation, with many traders closely monitoring for signs of market manipulation and insider activity around the conflict.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently the center of intense investor focus as the community anticipates strong Q1 earnings and potential updates regarding the Neutron rocket, hypersonic defense contracts, and strategic acquisitions like Mynaric. Traders are closely monitoring these developments alongside broader sector rotation, with many viewing current price fluctuations as a consolidation phase before a potential rally fueled by the company's expanding backlog and pivotal role in U.S. national security infrastructure.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is trending as investors weigh strong profitability and recent AAA-rated bond successes against broader geopolitical tensions and volatility in the fintech sector. While the community is actively debating the company's valuation gap compared to peers, sentiment remains divided between those expecting a potential short squeeze around upcoming earnings and skeptics focused on institutional insider selling.

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Teladoc Health (NYSE:TDOC) Price Target Raised to $7.00 at Citigroup

Citigroup lifted their price target on shares of Teladoc Health from $6.00 to $7.00 and gave the stock a "neutral" rating in a report on Tuesday...

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Teladoc Health posts a y/y narrower Q1 loss and beats revenue estimates as international growth and cost cuts offset BetterHelp weakness and subscription declines.

Teladoc Health Q1 Earnings Call Highlights

Teladoc Health (NYSE:TDOC) reported first-quarter 2026 results that Chief Executive Officer Chuck Divita said came in above the midpoint of the company's guidance for both revenue and Adjusted...

Teladoc Health (NYSE:TDOC) Stock Price Up 7.7%  - Here's Why

Teladoc Health (NYSE:TDOC) Trading Up 7.7% - What's Next...

Teladoc Health Target of Unusually Large Options Trading (NYSE:TDOC)

Teladoc Health, Inc. (NYSE:TDOC - Get Free Report) was the recipient of some unusual options trading on Friday. Traders acquired 28,675 call options on the company. This represents an increase of 102% compared to the average volume of 14,214 call options...

HIMS vs. TDOC: Which Digital Health Stock Offers Better Upside Now?

Hims & Hers and Teladoc Health are taking different paths in digital health, but which stock offers stronger upside now? Let's dive in.

<ul class="summary-bullets"><li>Semaglutide, the key ingredient in Novo Nordisk’s Wegovy and Ozempic, and Tirzepatide, sold by Eli Lilly as Zepbound and Mounjaro, would be excluded from bulk compounding.</li><li>The 503B Bulk List features drug ingredients considered medically necessary, allowing approved outsourcing facilities to use them to make compounded medicines.</li><li>The agency said there is insufficient evidence to justify broader access to compounded versions.</li></ul>The U.S. Food and Drug Administration, on Thursday, issued a proposal to exclude several popular weight-loss and diabetes drugs from its 503B bulks list, limiting how they can be compounded by outsourcing facilities.Semaglutide, the key ingredient in Novo Nordisk’s (NVO) Wegovy and Ozempic, and Tirzepatide, sold by Eli Lilly (LLY) as Zepbound and Mounjaro, would be excluded from bulk compounding. The Liraglutide.<h2 class="st-heading-2">FDA Sees No Clinical Need For Compounding Weight Loss Drugs</h2>The 503B Bulk List is an FDA-approved list of drug ingredients considered medically necessary, allowing approved outsourcing facilities to use them to make compounded medicines. In most cases, facilities can only compound drugs from bulk ingredients if they appear on this list or if the drug is officially in shortage.After reviewing available data, the FDA said it found no clear clinical need to allow compounding of these drugs from raw ingredients. The agency added that its decision is based on patient safety and medical necessity, noting that there is insufficient evidence to justify broader access to compounded versions.“When FDA-approved drugs are available, outsourcing facilities cannot lawfully compound using bulk drug substances unless there is a clear clinical need,” said FDA Commissioner Marty Makary.<h2 class="st-heading-2">FDA’s Concerns With Compounded Weight Loss Drugs</h2>The agency has been vocal about its issue with compounded weight-loss drugs. In February, the FDA said it intends to tighten rules around GLP-1 ingredients used in compounded medicines, citing concerns about quality, safety, and possible legal issues. Compounded drugs are not reviewed or approved by the FDA.The agency <a href="https://stocktwits.com/news-articles/markets/equity/hims-stock-plunges-after-hours-fda-chief-warns-of-swift-action-on-copycat-drugs-after-novo-semaglutide-knockoff-launch/cZbnUBER4nQ">added</a> that compounded GLP-1 drugs should be used only when a patient’s needs cannot be met by an approved treatment. It also flagged risks such as improper storage, dosing mistakes, and counterfeit or misleadingly marketed products.Earlier this year, Novo Nordisk sued Hims &amp; Hers (HIMS) for patent infringement after HIMS launched a $49-per-month compounded version of Wegovy, claiming it used the same active ingredient as the branded drug. However, the two companies later reconciled,<a href="https://stocktwits.com/news-articles/markets/equity/hims-platform-novo-wegovy-availability-stock-focus/cZ3sTJFRIkI">&nbsp;teaming</a> up to offer FDA-approved versions of Wegovy and Ozempic at more affordable self-pay prices on the telehealth platform.Meanwhile, shares of LLY and NVO gained 9% and 5%, respectively, while HIMS edged 0.5% lower and Teladoc Health (TDOC) fell 2%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/eli-lilly-lly-stock-up-earnings-mounjaro-zepbound/cZBMJq7Re4X">LLY Stock Up 7% Pre-Market As Mounjaro, Zepbound Sales Smash Expectations – Retail Bets On Run Toward $1,000</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the United States Food and Drug Administration (FDA) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

FDA Moves To Block Compounded Versions Of Popular Weight-Loss Drugs – NVO, LLY Stocks Gain

The FDA issued a proposal to exclude several popular weight-loss and diabetes drugs from being compounded by outsourcing facilities.

Equity

Teladoc Health (NYSE:TDOC) Shares Gap Down on Disappointing Earnings

Teladoc Health (NYSE:TDOC) Shares Gap Down After Earnings Miss...

Teladoc Health (NYSE:TDOC) Issues Earnings Results, Misses Estimates By $0.02 EPS

Teladoc Health (NYSE:TDOC - Get Free Report) issued its earnings results on Wednesday. The health services provider reported ($0.36) EPS for the quarter, missing the consensus estimate of ($0.34) by...

Here's What Key Metrics Tell Us About Teladoc (TDOC) Q1 Earnings

While the top- and bottom-line numbers for Teladoc (TDOC) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

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