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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group (NBIS) is trending due to a recently announced multi-billion dollar AI infrastructure deal with Microsoft, sparking excitement among investors. The community is buzzing about the potential for significant revenue growth and further deals, with some speculating on a stock split and high price targets. This news highlights the increasing demand for AI infrastructure and data centers, potentially impacting related stocks in the sector.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

APLD is trending amid speculation and excitement surrounding potential deals with major hyperscalers, particularly after competitor NBIS announced a significant agreement with Microsoft. The community is buzzing with rumors of upcoming contracts and anticipating a short squeeze, further fueled by the launch of a leveraged ETF tracking APLD. Discussions also involve the broader AI infrastructure boom and APLD's position within the data center sector.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

GLXY is trending due to a potential sympathy play from the recent NBIS deal and general excitement around its AI data center prospects, particularly the Helios project. Community members are actively discussing the company's valuation, potential for a short squeeze, and upcoming Q3 earnings, while some express frustration over the stock's price action and potential manipulation. There is debate around GLXY's correlation to crypto markets and its data center business.

Eightco Holdings, Inc. is a publicly traded holding company, which operates in the consumer products and e-commerce markets, focusing on developing and deploying innovative technology, and capital solutions to empower small to medium-sized businesses. It operates through the North America and Europe geographical segments. The company was founded in 1966 and is headquartered in Easton, PA.

Eightco Holdings Inc

Eightco Holdings ($OCTO) is trending due to a massive surge, driven by news of a significant investment in a crypto treasury. The community is buzzing about the potential for continued gains, comparing it to other high-flying stocks and debating whether it will maintain its momentum, squeeze shorts, or become a bagholder's nightmare.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending due to a multi-billion dollar AI infrastructure deal with Nebius, sparking community discussion about the increasing demand for AI power and its impact on related sectors like data centers and GPU providers. The deal positions Nebius as a key player in AI cloud services, challenging existing providers and potentially impacting Microsoft's reliance on larger partners like Nvidia. Traders are actively discussing the potential for further gains in MSFT and related stocks.

$WAGMI is a community-driven meme token built on the Solana blockchain, designed to bring positivity, unity, and humor into the crypto space. The project encourages community engagement through memes, social interaction, and token-based activities. It leverages Solana’s fast and low-cost infrastructure to allow for smooth on-chain interactions, such as token transfers, community games, and NFT integration. The goal is to foster a fun, inclusive ecosystem where holders feel they are part of a larger movement – "We Are Gonna Make It."

WAGMI

$WAGMI.X is trending amid community excitement, particularly after its verification on Jupiter ($JUP.X), a major DEX aggregator within the Solana ($SOL.X) ecosystem. Community members emphasize the project's strong fundamentals, transparent team, and potential for significant growth within the meme coin super cycle. Many are rolling profits into WAGMI, viewing it as a long-term play with a supportive and growing community.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending following the demonstration of their solid-state batteries in a Ducati motorcycle, generating excitement about potential applications in electric vehicles. The community is focused on the implications of this milestone, including potential partnerships with major OEMs and the technology's ability to scale for commercial production. Some traders are wary of the long timeline to commercialization while others see this as a key de-risking event for the company.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending as investors speculate on potential AI infrastructure deals following a major deal in the sector, drawing comparisons to similar companies. Community members are actively discussing the possibility of a hyperscaler partnership and the stock's potential for significant growth. The stock is being viewed as a play in the AI infrastructure boom.

TOSHI

TOSHI.X is gaining attention as the community rallies behind the token, citing its potential within the altcoin market. Bullish sentiment is fueled by its position as the "Face of Base", comparisons to other meme coins, and the ongoing development of the Toshi ecosystem. Many community members are actively buying and holding, anticipating a significant breakout soon.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is trending due to its proposed private offering of convertible senior notes, sparking debate within the community about its implications following recent earnings. While some investors view it as a strategic move to bolster cash reserves and manage potential dilution, others are critical of the timing after positive earnings, deeming it a "shady" move. Despite the division, many remain optimistic about Planet Labs' long-term growth potential and accelerating revenue.

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The U.S. Food and Drug Administration (FDA) will launch a pilot program on Monday to fast-track reviews of nicotine pouches from four major tobacco companies, aiming to complete assessments by December under pressure from the Trump administration to speed approvals.The program will cover products from Philip Morris International, Altria, Reynolds American, part of British American Tobacco, and Turning Point Brands. Among them are PMI’s Zyn Ultra, Altria’s on! and on! Plus, Reynolds’ Velo mini, and Turning Point’s Fre and Alp, co-owned by former Fox News host Tucker Carlson, Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/boards-policy-regulation/us-fda-fast-track-nicotine-pouch-reviews-amid-white-house-pressure-2025-09-08/">reported</a>, citing FDA meeting transcripts.Nicotine pouch approvals have historically taken years. The FDA cleared its first group in January, including 20 Zyn products, more than five years after PMI first&nbsp;submitted its application.&nbsp;The pilot is expected to streamline reviews by focusing only on core product characterization, manufacturing, stability, and abuse-liability data, while increasing communication with companies.Nicotine pouches, placed under the lip, are the fastest-growing U.S. tobacco category, marketed as a lower-risk smoking alternative since they don’t involve inhalation or tobacco. Campaigners warn of youth appeal, while FDA officials say current data does not show significant youth uptake.PMI dominates the market with Zyn, which has posted 40% to 80% U.S. shipment growth every quarter since January 2023. Altria called the FDA’s new approach encouraging for harm reduction, while Turning Point Brands said it reflects a commitment to efficiency.&nbsp;An FDA official said the agency had been pressed by leadership, including the White House, to move faster. Tobacco firms have lobbied President Donald Trump for changes, with BAT’s Reynolds donating $10 million to a pro-Trump super PAC.Yolonda Richardson, CEO of the Campaign for Tobacco-Free Kids, said rigorous review remains essential: “There should be no shortcuts when it comes to our kids’ health.”On Stocktwits, retail sentiment was ‘neutral’ for Philip Morris and Turning Point Brands amid ‘normal’ message volume, while Altria saw ‘bearish’ sentiment with ‘low’ activity.So far this year,&nbsp;<a href="https://stocktwits.com/symbol/PM">Philip Morris</a> shares are up 36.4%,&nbsp;<a href="https://stocktwits.com/symbol/MO">Altria</a> has gained 31.8%, and T<a href="https://stocktwits.com/symbol/TPB">urning Point Brands</a> has jumped 68.3%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Zyn nicotine pouches are advertised in Warsaw, Poland, April 2, 2025.

FDA To Rush Nicotine Pouch Approvals For Philip Morris, Altria And Turning Point After Trump Pressure

The pilot program will cover products such as PMI’s Zyn Ultra, Altria’s on! Plus, and Turning Point’s Fre, aiming to streamline reviews that previously took years.

Equity

Can on! Help Altria Capture More of the Booming Pouch Market?

MO's on! shipments jumped 26.5% in the second quarter, lifting its U.S. pouch share as marketing and earnings momentum intensify in a fast-growing market.

Philip Morris Transformation Accelerates With IQOS and ZYN Growth

PM's second-quarter results show smoke-free gains lifting revenues and profit, even as cigarette volumes continue to decline.

What's Driving Altria Group's Growth in OCI for Smokeables?

MO's smokeable margins jumped 2.9 percentage points to 64.5% as pricing power and cost cuts offset sharp volume declines.

Altria Bets on Pricing: A Cushion Against Falling Volumes?

MO uses pricing strength to cushion profits against steep drops in cigarette volumes.

Should You Buy Altria Stock as it Hits a New 52-Week High?

MO hits a 52-week high on earnings growth, oral tobacco gains and rising investor confidence in its long-term strategy.

PM Stock Trades at Premium Value: Should You Buy, Hold or Sell?

Philip Morris' smoke-free growth is strong, but cigarette declines and a premium valuation urge cautious investment moves.

Philip Morris Aims for $2B Cost Savings by 2026: How Close Is It?

PM has already captured $1.2 billion in savings by mid-2025, keeping it on track to hit its $2 billion cost-cutting target by 2026.

Sin Stocks Worth Watching: The Perfect Mix of Growth & Resilience

Sin stocks like alcohol, tobacco and gambling remain resilient, offering stable demand, strong dividends and growth despite regulation and controversy.

Philip Morris' ILUMA Rollout: Will It Power H2 Volume Growth? (Revised)

ILUMA's broader launch and expanded consumables range are contributing to PM's heated tobacco growth in 2025.

Turning Point Brands, Inc. engages in manufacturing, marketing, and distributing branded consumer products including alternative smoking accessories and consumables with active ingredients. It operates through the following segments: Zig-Zag Products, Stoker's Products, and Creative Distribution Solutions. The Zig-Zag Products segment markets and distributes rolling papers, tubes, finished cigars, and MYO cigar wraps. The Stoker's Products segment manufactures and markets moist snuff and contracts for and markets loose leaf chewing tobacco products. The Creative Distribution Solutions segment markets and distributes liquid nicotine products and other products without tobacco or nicotine, distributes to non-traditional retail outlets via Vapor Beast, and offers products to individual consumers via the VaporFi B2C online platform. The company was founded by Thomas Helms, Jr. in 1988 and is headquartered in Louisville, KY.

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Turning Point Brands Inc

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