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Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

Ardelyx is trending as speculation intensifies around a potential buyout, bolstered by a significant patent extension for its key drugs through 2042 and strong Q4 financial results. The community is actively debating the possibility of major pharma acquisition interest and the company's expanded market opportunities for IBSRELA and XPHOZAH.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending following a $100 million non-dilutive royalty funding agreement for its lead prostate cancer program, which is fueling investor enthusiasm around its robust oncology pipeline. The community is actively discussing the company's significant undervaluation, high short interest, and upcoming data presentations for glioblastoma and NSCLC, with many anticipating potential partnerships or a short squeeze.

GRAIL, Inc. operates as a commercial-stage healthcare company, which engages in the development of a technology for early detection of cancer. It utilizes machine learning, software, and automation to detect and identify multiple deadly cancer types in earlier stages. The company was founded by Jeffrey T. Huber, William H. Rastetter, Mostafa Ronaghi, and Richard D. Klausner on September 11, 2015 and is headquartered in Menlo Park, CA.

GRAIL Inc.

GRAIL is trending on excitement over its Galleri multi-cancer early detection test, with impressive PATHFINDER 2 study results and advancing FDA submission, boosted by strategic investments from Samsung and a new partnership with Hims & Hers to expand market access. The community is actively discussing the stock's significant long-term potential fueled by upcoming regulatory approvals and legislative support for Medicare coverage.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is trending due to its Q4 earnings report, which highlighted robust revenue growth, especially in the US, but also a net loss driven by increased credit loss provisions; this has sparked a heated community debate over whether the stock's substantial decline is an overreaction or signals fundamental issues within the buy now, pay later sector.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean Ltd. is trending following its transformative all-stock merger with Valaris, creating a global offshore drilling powerhouse with an expanded backlog and enhanced pricing power. The community anticipates a strong earnings report and is actively discussing the potential for a short squeeze as the offshore sector experiences a multi-year resurgence.

Newmont Corp. engages in the exploration and acquisition of gold properties, containing copper, silver, lead, zinc or other metals. It operates through the following geographical segments: Canada, Mexico, Suriname, Argentina, Peru, Australia, Papua New Guinea, Ghana, and U.S. The company was founded by William Boyce Thompson on May 2, 1921 and is headquartered in Denver, CO.

Newmont Corp

Newmont (NEM) is trending as it reports strong earnings that exceeded expectations, fueling community excitement over the company's perceived undervaluation amid record-high gold prices and the potential for a significant upside as precious metal miners catch up to the metal's performance. The conversation centers on its financial strength and the broader market's lag in fully pricing in the current gold rally.

Akamai Technologies, Inc. engages in the provision of cloud services for delivering, optimizing, and securing content and business applications over the Internet. Its products include security, web performance, media delivery, and network operator. The company was founded by Frank T. Leighton, Jonathan Seelig, Randall S. Kaplan, and Daniel M. Lewin on August 20, 1998 and is headquartered in Cambridge, MA.

Akamai Technologies Inc

Akamai Technologies is trending as investors weigh strong Q4 results and its strategic pivot into high-growth AI-powered edge computing and cybersecurity against a cautious Q1 outlook, fueling community debate on its long-term growth trajectory.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

OKLO is trending amidst a battle between technical indicators suggesting a potential bottom and bullish options activity, against persistent skepticism over its pre-revenue status and recent insider selling. The community is focused on its long-term promise to power AI data centers, while closely watching for a definitive break above key resistance levels.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending due to widespread community anticipation of its BLA resubmission for its Duchenne muscular dystrophy treatment and speculation surrounding potential shifts in the FDA's regulatory environment. Investors are noting increased institutional interest and discussing the drug's strong efficacy, envisioning substantial future growth and a potential short squeeze for the rare disease biotech.

Sprouts Farmers Market, Inc. engages in the operation of healthy grocery stores. The firm specializes in fresh, natural and organic products. Its products include fresh produce, bulk foods, vitamins and supplements, grocery, meat and seafood, deli, bakery, dairy, frozen foods, body care and natural household items. The company was founded by Stan Boney, Shon Alexander Boney, and Kevin K. Easler on July 11, 2002 and is headquartered in Phoenix, AZ.

Sprouts Farmers Market Inc

Sprouts Farmers Market is trending as its recent strong earnings, new store expansion, and ongoing share buyback program spark investor interest. However, community debate persists over the stock's substantial decline from prior highs and concerns about in-store pricing and consumer demand.

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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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