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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

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Meta Platforms Inc

Meta Platforms is experiencing significant market volatility driven by reports of delays in its next-generation AI model, 'Avocado,' which has triggered debates over the company's aggressive infrastructure capital expenditures. While some market participants are expressing skepticism regarding Meta's ability to maintain a technological lead, bullish investors are actively using these price dips to accumulate shares, citing strong fundamental ad revenue and the long-term potential of the company's internal AI chip development.

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The $TRUMP token is experiencing extreme volatility and intense social media debate, driven by a speculative promotional event involving potential gala invitations for top holders. Community discussion remains deeply polarized, with supporters highlighting the token's meme-driven momentum while critics aggressively label the project a manipulative grift and an "idiot tax" amidst ongoing geopolitical and political controversies.

Sable Offshore Corp. engages in offshore oil and gas field operations. It focuses on developing the prolific Santa Ynez Unit in federal waters offshore California. The company was founded by James C. Flores on October 16, 2020 and is headquartered in Houston, TX.

Sable Offshore Corp.

Sable Offshore is trending as traders closely monitor high-stakes legal battles and federal intervention involving the restart of the Santa Ynez Unit and associated pipelines. The community is actively debating the potential for a massive short squeeze driven by the company's significant short interest, while weighing the impact of aggressive federal support against persistent regulatory and legal resistance from California.

$RARI is an ERC-20 token that controls the RARI Foundation treasury and governs the Rarible protocol and RARI Chain. The token was issued in 2020 with a max. supply of 25 million $RARI.

Rarible

Rarible is generating conversation among traders due to its low market capitalization and limited circulating supply, fueling speculation about potential for sharp price movements. Community members remain divided, with some actively accumulating in anticipation of an NFT market resurgence while others express frustration over stagnant performance and the need for broader exchange listings.

Portillo's, Inc. serves street food through high-energy, multichannel restaurants designed to ignite the senses and create a memorable dining experience. The company was founded on June 8, 2021 and is headquartered in Oak Brook, IL.

Portillos Inc - Ordinary Shares - Class A

Portillos is attracting significant attention as investors speculate on a potential turnaround following a major leadership transition and ongoing expansion into new territories like Georgia. Community discussion is heavily focused on the stock's valuation relative to its strong brand loyalty and high-volume restaurant locations, with many investors actively debating whether the current price point represents an undervalued long-term opportunity or a symptom of broader restaurant sector headwinds.

EHang Holdings Ltd. engages in the provision of aerial vehicle technology platform company. It also provides unmanned aerial vehicle (UAV) systems and solutions: air mobility (including human transportation and logistics), smart city management, and aerial media solutions. The firm operates through the following geographical segments: P.R.C., West Asia, East Asia, South America, Europe, and Other. The company was founded by Huazhi Hu and Yifang Derrick Xiong in December 2014 and is headquartered in Guangzhou, China.

EHang Holdings Ltd - ADR

EHang Holdings

EHang is trending due to significant momentum in the global low-altitude economy, fueled by the upcoming debut of the VT35 long-range eVTOL and confirmed commercial passenger flight operations set to begin in Saudi Arabia. Investors are actively debating the company's valuation gap compared to Western competitors, with many pointing to its unique regulatory certifications and operational milestones as key drivers for long-term growth despite recent market volatility.

Fair Isaac Corp. engages in the provision of decision management solutions. It operates through the Software and Scores segments. The Software segment includes pre-configured analytic and decision management solutions designed for a specific type of business need or process. The Scores segment focuses on business-to-business scoring solutions and services, business-to-consumer scoring solutions and services including myFICO solutions for consumers and associated professional services. The company was founded by Bill Fair and Earl Isaac in 1956 and is headquartered in San Jose, CA.

Fair Isaac Corp.

Fair, Isaac Corp.

Fair Isaac Corp. (FICO) is seeing heavy volatility as investors weigh the stock's recent pullbacks against conflicting community sentiment regarding its competitive moat. While some traders are capitalizing on technical dips and betting on a rebound, others remain concerned about regulatory scrutiny and potential market share erosion from lower-cost alternatives.

Movement Network is a secure and scalable blockchain designed to make Move programming accessible to developers everywhere. With high-performance execution and security, Movement delivers the infrastructure for the next generation of decentralized applications and unleashes opportunity and financial empowerment for anyone, anywhere.  $MOVE is the native token of Movement Network, for transaction fees and staking to secure the network. The Movement M1 (Layer 1) Network is powered by the Move programming language, unleashing opportunity, accessibility, and financial empowerment for anyone, anywhere.

MarketMove

MarketMove (MOVE) is trending as traders analyze its role in the U.S. Treasury volatility market alongside its activity as a crypto token with a volatile, low-float structure. The community is actively debating its potential for momentum-driven price swings, with many discussing its speculative nature and comparing it to other recent market runners.

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YieldMax MSTR Option Income Strategy ETF

MSTY is trending as investors digest a confirmed 1-for-5 reverse stock split and a significant decline in recent dividend payouts, leading to intense debate over the fund's long-term sustainability. The community remains polarized, with some traders actively rotating positions to hedge volatility while others express frustration over severe NAV erosion.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is currently trending as investors weigh strong comparable sales growth and digital expansion against lingering concerns regarding premium valuation and legal headwinds. The community is actively discussing the retailer's ability to maintain its defensive, membership-driven model while monitoring potential tariff-related litigation and volatility around the upcoming earnings release.

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<ul class="summary-bullets"><li>Nebius announced a five-year, $3 billion AI infrastructure agreement with Meta Platforms.</li><li>Revenue for the third quarter was $146.1 million, up four-fold from last year but slightly below analyst expectations.</li><li>Adjusted net income showed a loss of $100.4 million, higher than estimates, and capital expenditures surged to $955.5 million.</li></ul>Nebius (NBIS) announced a new agreement on Tuesday to deliver AI infrastructure to Meta Platforms (META), valued at approximately $3 billion over five years, alongside its third-quarter earnings results, which missed Wall Street expectations.<a href="http://stocktwits.com/symbol/NBIS">NBIS stock</a> was up as much as 3.5% and the top-trending ticker on Stocktwits in pre-market trading. Retail sentiment on the platform around the firm improved to ‘bullish’ from ‘neutral’ over the past day, as chatter remained at ‘high’ levels.Nebius reported revenue of $146.1 million, slightly below analyst expectations of $156 million, according to Koyfin data – but a four-fold increase as compared to the same quarter last year. Adjusted net income came in at a loss of $100.4 million, higher than the estimated $95.7 million.Like other companies in the artificial intelligence (AI) race, Nebius saw its capital expenditure increase in the latest quarter to $955.5 million from $172.1 million a year.<h2 class="st-heading-2">Nebius’ Second Large Enterprise Win</h2>In September, Nebius reported its first major enterprise AI infrastructure contract with Microsoft, valued between $17.4 billion and $19.4 billion. The company said it remains on track with the execution of that deal and expects revenue from it to ramp up throughout 2026.“Similar to our Microsoft deal, the economics of this agreement are attractive and will help accelerate the growth of our AI cloud business even further in 2026 and beyond,” founder and CEO Arkady Volozh wrote in a letter to shareholders.He added that Nebius plans to deploy the capacity needed to service the agreement over the next three months. “In fact, demand for this capacity was overwhelming, and the size of the contract was limited to the amount of capacity that we had available,” he wrote.Get updates to this developing story directly on Stocktwits.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/core-weave-stock-slides-after-guidance-cut/cLPdBY1RE2s">CoreWeave Stock Slides After Guidance Cut — But Retail Traders Sniff ‘Generational’ Buying Opportunity</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

NBIS Stock Rises After $3 Billion Meta AI Infrastructure Deal Despite Shaky Q3 Results

CEO Arkady Volozh said demand for AI infrastructure capacity exceeded availability, limiting the size of the contract.

Equity

Nebius Group N.V. (NBIS) stock is on track to rebound from Wednesday’s losses, as it is trading higher in the early premarket session.The reversal came after the Munich, Amsterdam-based company said it priced a previously disclosed public offering of $1 billion of Class A shares at $92.50 per share, a small discount to Wednesday’s closing price of $93.39.Nebius has also given the underwriters a 30-day option to purchase up to an additional $150 million shares at the public offering price, less underwriting discounts and commissions. The offering is expected to close on September 15, subject to customary closing conditions.It expects to raise $979.5 million from the common stock offering, or about $1.127 billion, if the underwriters fully exercise their option to purchase additional shares.The company also said it has priced its $2.75 billion aggregate original principal amount of convertible senior notes in two series: $1.375 billion aggregate original principal amount of 1% convertible notes due 2030 and $1.375 billion aggregate original principal amount of 2.75% convertible notes due 2032.The artificial intelligence (AI) infrastructure company’s stock jumped nearly 50% on Tuesday after it announced a deal to deliver dedicated GPU infrastructure capacity in tranches to Microsoft from its new data center in Vineland, New Jersey, starting later this year. The deal has a contract value of up to $19.4 billion.The stock reversed course in the very next session as it announced the debt and equity offering.Nebius expects to use the net proceeds from the debt and equity offering to finance growth, including acquiring additional compute power and hardware, securing strategic high-quality and well-located land plots with reliable providers, expanding its data center footprint, and for general corporate purposes.On Stocktwits, retail sentiment toward Nebius remained ‘extremely bullish’ (87/100) and the message volume continued to be ‘extremely high.’Nebius stock is up nearly 240% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-adobe-stock-is-rising-premarket-today/chwNf7xRdHH">Why Adobe Stock Is Rising Premarket Today</a>

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

Red-Hot Nebius Stock Set To Resume Rally: Here’s Why

The company expects to raise $979.5 million from the equity offering, or about $1.127 billion, if the underwriters fully exercise their option to purchase additional shares.

Nebius Group, Inc. (NBIS) shares surged over 42% on Tuesday’s afternoon session, after it reached a multi-year deal to supply AI data capacity to Microsoft Corp. (MSFT).The agreement will see Nebius provide dedicated graphics processing unit (GPU) compute infrastructure from its upcoming data center located in Vineland, New Jersey, beginning later in 2025.On Stocktwits,&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> was among the top trending tickers on Tuesday, with the sentiment jumping to ‘extremely bullish’ (78/100) from ‘bearish’ a day ago. The message volume also improved to ‘extremely high’ from ‘extremely low’ levels in 24 hours.<figure class="image"><img style="aspect-ratio:933/112;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_09_121530_png_d1bb669594.webp" alt="NBIS’s Sentiment Meter and Message Volume as of 12:15 p.m. ET on Sep. 9, 2025 | Source: Stocktwits" width="933" height="112"><figcaption>NBIS’s Sentiment Meter and Message Volume as of 12:15 p.m. ET on Sep. 9, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 5,766% explosion in user message count as of Tuesday morning.&nbsp;A Stocktwits poll, which collected responses from over 7,000 platform users, showed that 31% of the respondents opted to buy the stock following the announcement. However, 17% have decided to trim their holdings, while 16% have chosen to hold their positions. Thirty-six percent of the respondents have opted to watch from the sidelines.<figure class="image"><img style="aspect-ratio:965/490;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_09_124318_png_48cc89071e.webp" alt="Screenshot 2025-09-09 124318.png" width="965" height="490"></figure>A participant stated that they would like to observe, assess, and evaluate float, volume, and catalyst durability before deployment.<stembedurl>https://stocktwits.com/Dragon_Trader_66/message/627976813</stembedurl>Another bullish participant said they are buying the stock.<stembedurl>https://stocktwits.com/StonkExperts/message/627983696</stembedurl>To support the rollout of the AI deal, Nebius plans to fund associated capital expenditures using both revenue from the contract and debt financing backed by the agreement.&nbsp;&nbsp;According to a filing with the Securities and Exchange Commission,&nbsp;under this arrangement, Nebius will roll out its GPU services in stages during 2025 and 2026. If all planned deployments succeed, the contract will be worth approximately $17.4 billion through 2031. Microsoft may further expand its usage, potentially increasing the contract value to around $19.4 billion.Nebius' stock&nbsp;has gained 232% in 2025 and 30% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/this-ai-stock-witnessed-over-300-percent-jump-in-retail-chatter-on-stocktwits/chwK7U5Rdtm">This AI Stock Witnessed Over 300% Jump In Retail Chatter On Stocktwits: Here’s Why</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Nebius Group logo is seen displayed on a smartphone screen. 

We Asked Retail What’s Their View On NBIS Stock Post The Deal With Microsoft – Here’s The Response

A Stocktwits poll, which collected responses from over 7,000 platform users, showed that 31% of the respondents opted to buy the stock following the announcement. 

Nebius Group, Inc. (NBIS) shares surged over 44% in Monday’s after-hours session, thanks to a multi-billion-dollar artificial intelligence (AI) infrastructure deal the Amsterdam-based company struck with Microsoft Corp. (MSFT).On Stocktwits,&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> was among the top trending tickers late Monday, with the sentiment flipping to ‘extremely bullish’ (78/100) from ‘bearish’ a day ago. The message volume also spiked to ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:622/48;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_08_at_9_16_52_PM_png_1b9c2711c5.webp" alt="Screenshot 2025-09-08 at 9.16.52 PM.png" width="622" height="48"><figcaption>NBIS sentiment and message volume as of 9:45 a.m. ET, Sept. 8 | source: Stocktwits</figcaption></figure>Under the multi-year agreement, Nebius will deliver dedicated GPU infrastructure capacity in tranches to Microsoft from its new data center in Vineland, New Jersey, starting later this year.&nbsp; The GPU services will be delivered in several tranches in 2025 and 2026.Subject to the satisfaction of the deployment and availability of the GPU services, the total contract value is about $17.4 billion through 2031. The contract also allows for Microsoft to acquire additional services and/or capacity, which would increase the total contract value to about $19.4 billion.&nbsp;The AI infrastructure company stated that it plans to finance the capital expenditure related to the contract through a combination of cash flow generated by the deal and debt it intends to issue, secured against the contract in the near term.Nebius founder and CEO Arkady Volozh said, “Nebius’s core AI cloud business, serving customers from AI startups to enterprises, is performing exceptionally well.” He also called the Microsoft deal the first of the significant long-term committed contracts the company expects to strike with leading AI labs and big tech companies.&nbsp;Nvidia held about 1.19 million shares of the Dutch company at the end of the second quarter.Nebius stock has gained more than 130% this year, with the company boasting a market capitalization of $15.3 billion.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/bofa-applauds-asml-mistral-ai-investment/chwhEd8Rdrp"> BofA Applauds ASML’s Mistral AI Investment: Retail Calls Stock A ‘Long-Term Winner’</a>

Why Did Nebius Group Stock Surge Over 44% After Hours Today?

Nebius CEO Arkady Volozh stated that the Microsoft deal is the first of the significant, long-term, committed contracts the company expects to secure with leading AI labs and major tech companies. 

Nebius Stock Soars 44% After-Hours On Microsoft AI Deal Worth Up To $19B

Nebius CEO Arkady Volozh stated that the Microsoft deal is the first of the significant, long-term, committed contracts the company expects to secure with leading AI labs and major tech companies. 


Dutch artificial intelligence (AI) infrastructure company Nebius Group N.V. (NBIS) received a bullish rating from a Wall Street firm despite the stock trading at overbought levels.&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> is up nearly 60% so far this year, outperforming the broader market and the tech sector.In a note released Sunday, Goldman Sachs analyst Alexander Duval initiated coverage of Nebius stock with a Buy rating and a $68 price target. The price target implies the stock has roughly 54% upside potential.Goldman said it holds a positive view about the AI neo-cloud market and believes Nebius is a leading player in the space. The research firm believes the company is well-positioned, given its full-stack software offering, cost advantages, and expertise at scale.The firm sees the risk/reward as positive at current stock levels.Nebius is backed by AI chip giant Nvidia, with the latest 13F filed by the latter in mid-July revealing a 1.19-million stake worth $25.13 million at the end of the first quarter.Last month, Nvidia announced that Nebius&nbsp;would&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-backed-nebius-draws-retail-buzz-with-uk-ai-data-centre-plans/chlE28iRbUY">launch</a> its first AI factory in the U.K., making 4,000 Blackwell GPUs available online.&nbsp;On Stocktwits, retail sentiment toward Nebius stock remained ‘neutral’ (45/100) by early Monday, same as a day ago, although improving from the ‘neutral’ mood seen a week ago. The message volume was at a ‘low’ level.<img src="https://news.stocktwits-cdn.com/Screenshot_2025_07_14_at_5_23_47_AM_png_9769812e8f.webp" alt="Screenshot 2025-07-14 at 5.23.47 AM.png">Following Goldman’s bullish comments, a bullish watcher said, “Time for reversal.” Another user saw it as a catalyst that could&nbsp;set off a rally in Nebius shares.<stembedurl>https://stocktwits.com/Sigh_why/message/620822598</stembedurl><stembedurl>https://stocktwits.com/semi1993/message/620816617</stembedurl>But a few predicted declines in the stock due to Trump’s tariff moves.<stembedurl>https://stocktwits.com/Loser500/message/620783263</stembedurl>In Monday’s early market session, Nebius stock rose over 4% to $46.10 despite the major U.S. stock futures pointing to a modestly lower opening. The Koyfin-compiled consensus price target for the stock is $66.50.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/james-gunn-s-superman-soard-with-217-million-opening/ch8BqX9R5VB">James Gunn’s ‘Superman’ Soars With $217M Opening, Breathing New Life Into Struggling DC Studios</a>

Nebius ‘Well-Positioned’ In Neo-Cloud Market, Says Goldman Sachs: Analyst Predicts Over 50% Upside For Stock — Retail’s Cautious

Goldman sees the risk/reward as positive at current stock levels, notwithstanding the nearly 60% year-to-date gains. 

Nebius Group N.V. (NBIS) was among the top trending tickers on Stocktwits, with the stock stream attracting fairly robust message volume.The Dutch artificial intelligence (AI) infrastructure company became a target for retail investors after its stock spiked nearly 6% overnight on Robinhood.&nbsp;The buoyancy could be traced back to AI accelerator maker Nvidia’s announcement that Nebius will launch its first AI factory in the U.K., making 4,000 Blackwell GPUs available online.Nvidia said this scalable, high-performance AI capacity will power U.K. research, academia, and public services, including the NHS.The Jensen Huang-led company has a stake in Nebius. Its most recent 13-F filing shows that at the end of the first quarter, it had 1.19 million Nebius shares valued at $25.13 million.Last week, Nebius announced a $1 billion debt offering following a $700 million equity raise in December. CEO Arkady Volozh said the fresh would pave the way for increased revenue opportunities in 2026 and further accelerate its medium-term target of mid-single-digit billions of dollars in revenue.On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> was ‘bullish’ (74/100) by late Sunday, with the message volume at ‘high’ levels.&nbsp;The 24-hour message volume change in the run-up to Sunday was about 23%, with the seven-day change at over 670%.A bullish watcher said the stock is about to explode. “This company is leading the way to hypergrowth in a hypergrowth industry,” they said.<stembedurl>https://stocktwits.com/semi1993/message/617232859</stembedurl>Another said they see the U.K. news as “great,” adding that they stayed long and strong on the stock.<stembedurl>https://stocktwits.com/Bernd81/message/617232479</stembedurl>A few even saw a similarity between Nebius and partner Nvidia, calling the former the “next Nvidia.”<stembedurl>https://stocktwits.com/Paztrades/message/617229225</stembedurl>Another user predicted that Nebius stock will explode to $60.<stembedurl>https://stocktwits.com/Stonski_Surge/message/617229234</stembedurl><a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> has gained nearly 75% this year. The Koyfin-compiled consensus price target for the stock is $60.25, implying about 25% upside from its Friday close.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/mike-johnson-believes-trump-musk-clash-will-end-says-president-s-duty-is-saving-the-country-while-elon-s-is-to-save-tesla/chlERYfRbUm"> Mike Johnson Believes Trump-Musk Clash Will End, Says President's Duty Is Saving the Country While Elon's Is To Save Tesla</a>

Nvidia-Backed Nebius Draws Retail Buzz With UK AI Data‑Centre Plans

Nvidia’s most recent 13F filing shows that at the end of the first quarter, the AI chipmaker owned 1.19 million Nebius shares valued at $25.13 million.

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