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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix's upcoming earnings are sparking active debate, especially after the stock traded down in the after-hours session. While revenue was in line with estimates, EPS missed, and some community members are attributing the dip to a tax dispute in Brazil and broader concerns about content. A potential stock split and the impact of increased competition and advertising revenue are also key talking points.

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 N.V. 

NBIS is experiencing a significant pullback, leading to community discussions about potential bottom levels and whether it's a buying opportunity or a sign of deeper issues. Despite the recent downturn, some investors maintain a bullish outlook, citing the Microsoft deal and long-term growth potential in the AI sector, while others express concerns about overvaluation and potential further declines.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

WBD is trending due to speculation around a potential acquisition, with community members weighing the possibility of a deal with Paramount Skydance or other interested parties like Netflix and Comcast. Discussions involve potential offer prices, the company's debt, and the strategic value of WBD's content library. The community is actively debating the likelihood of a buyout versus the company proceeding with its planned separation.

Minerva Neurosciences, Inc. is a clinical-stage biopharmaceutical company, which engages in the development and commercialization of a portfolio of product candidates to treat central nervous system diseases. It develops Roluperidone for the treatment of negative symptoms in patients with schizophrenia and MIN-301 for the treatment of Parkinson’s disease. The company was founded by Rogerio Vivaldi Coelho and Goeffrey Robin Race on April 23, 2007 and is headquartered in Burlington, MA.

Minerva Neurosciences Inc

Minerva Neurosciences ($NERV) is trending after announcing a $200M financing deal, sparking a surge in price and high volatility. The community is debating the potential for a short squeeze versus dilution concerns, while some traders are shifting focus to other trending stocks like $BYND. Bullish investors are optimistic about the Phase 3 trial for their schizophrenia treatment.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgical is trending due to anticipation surrounding its upcoming earnings report, with the community actively discussing potential outcomes and guidance. Bullish sentiment suggests the company will beat expectations, driven by strong global adoption of its da Vinci systems and procedure growth, despite concerns about tariffs and margin pressures. Traders are also closely monitoring unusual options activity and technical indicators for potential short-term opportunities.

GSI Technology, Inc. engages in the design, development and marketing of memory products primarily for the networking, and telecommunications markets. Its product includes Static Random Access Memory, or SRAM, which incorporated in networking and telecommunications equipment, such as routers, switches, wide area network infrastructure equipment, wireless base stations and network access equipment. It also offers services to the ongoing needs of the military, industrial, test and measurement equipment, automotive and medical markets for SRAMs .The company was founded by Lee-Lean Shu and Robert Yau in March 1995 and is headquartered in Sunnyvale, CA.

GSI Technology Inc

GSIT is trending due to excitement around its Gemini APU, which a Cornell study showed matches GPU performance with significantly less energy consumption. The community is discussing potential partnerships, buyout scenarios, and the long-term implications for AI and data centers, while some are wary of a recent stock offering impacting the price. Overall, the focus is on GSIT's potential to disrupt the AI market with its energy-efficient technology.

Texas Instruments Incorporated engages in the design and manufacture of semiconductors. It operates through the following segments: Analog, Embedded Processing, and Other. The Analog segment semiconductors change real-world signals, such as sound, temperature, pressure or images, by conditioning them, amplifying them and often converting them to a stream of digital data that can be processed by other semiconductors, such as embedded processors. The Embedded Processing segment involves handling specific tasks and can be optimized for various combinations of performance, power, and cost, depending on the application. The company was founded in 1930 and is headquartered in Dallas, TX.

Texas Instruments Inc.

Texas Instruments is trending following its latest earnings report, with revenue exceeding expectations but EPS falling slightly short, leading to mixed sentiment. The community is actively discussing whether the results justify the stock's valuation amidst broader concerns about the macro environment and potential tariff impacts. Some believe TXN is undervalued and poised for a rally, while others are wary of the company's guidance and competitive landscape.

Sweetgreen, Inc. owns and operates a chain of salad restaurants. It offers drinks, sides, local bowls, salads, plates, and warm bowls. The company was founded by Nicolas Jammet, Jonathan Neman, and Nathaniel E. Ru in November 2006 and is headquartered in Los Angeles, CA.

Sweetgreen Inc - Ordinary Shares - Class A

Sweetgreen ($SG) is trending as investors discuss its potential as a robotics play, especially compared to its peers; the acquisition of SPYCE is getting attention. Some traders are weighing whether to accumulate shares long-term, citing the company's cheap valuation compared to competitors, while others point to upcoming earnings as a possible catalyst. Recent commentary from Wells Fargo adjusting its rating to Overweight has also entered the conversation.

rYojbaba Co., Ltd. engages in providing consulting and health services to improve and restore physical and mental health diminished by work-related stress. It operates through the Labor Consulting Services and Health Services segments. The Labor Consulting Services segment provides labor and corporate consulting services to foster constructive employment relationships between companies and employees. The Health Services segment provides health services through osteopathic clinics and osteopathic beauty salons to alleviate physical ailments primarily created by work related stress. The company was founded by Masataka Sakai on January 5, 2015 and is headquartered in Fukuoka, Japan.

rYojbaba Co. Ltd.

rYojbaba Co., Ltd. 

rYojbaba Co., Ltd. ($RYOJ) is trending due to a significant surge in price and volume, prompting discussions about potential short squeezes and comparisons to other recent high-momentum stocks. The community is actively speculating on targets and potential sympathy plays, with some noting the stock's low float and recent IPO status. News of partnerships may be contributing to market stimulation.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is trending due to a volatile reaction to earnings and a strategic pivot towards rare earth mineral production. Community members are debating the viability of the rare earth venture and the impact of a Wells Fargo downgrade, while also speculating about potential acquisitions. Overall, the discussion revolves around whether this rally is a sign of a true transformation or just another fleeting moment.

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Kerrisdale Capital on Wednesday disclosed a short position on Tom Lee-led Bitmine Immersion Technologies (BMNR), stating that the digital asset treasury (DAT) playbook has become “basic and unoriginal.”<a href="http://stocktwits.com/symbol/BMNR">BMNR’s stock</a> continued to gain in morning trade, up 1.5%. Retail sentiment on Stocktwits, however, dipped to ‘neutral’ from ‘bullish’ over the past day.The equities market has seen a surge in companies pivoting to holding cryptocurrencies on their balance sheets as the Trump administration took a friendlier stance on regulation. “As near-idential copycats overwhelm the market, premiums are collapsing and the ability to issue shares well above NAV to boost&nbsp;ETH-per-share is disappearing,” the research firm said.Kerrisdale Capital pointed to Michael Saylor-backed Strategy (MSTR) as an example of reducing net asset value (NAV). “The OG DAT, MSTR, has seen its premium slide from 2-2.5x NAV to around 1.4x after unpopular financings &amp; policy reversals broke the spell,” it said. “If the pioneer with a cult following can’t keep the magic alive, no one can.”It added that BMNR’s&nbsp;premium has also been sliding lower, and will probably “continue bleeding” until it reaches or falls below the NAV. “The lower it goes, the slower the ETH-per-share accretion, until it collapses below 1,” the firm said.BMNR is currently the largest Ethereum holding DAT in the market with more than&nbsp;two million tokens in its treasury, followed by SharpLink (SBET),&nbsp;which has around 800 million tokens. According CoinGecko data, there are around 13 companies with Ethereum on their balance sheets. This includes companies like Fundamental Global (FGNX) and BitDigital (BTBT),&nbsp;which also announced the&nbsp;inclusion of&nbsp;Ethereum as a part of their long-term treasury strategy this year.In addition to reducing returns, Kerrisdale Capital also critiqued Lee’s leadership. “Tom Lee has proven to be an underwhelming meme lord. No cat videos. No speeches to mortgage your house to buy ETH,” it said. “Poor utilization of caps lock, emojis, GIFs, AI slop. Too TradFi and boring, Lee pales in comparison to Saylor and Chamath [Palihapitiya].”The firm clarified that it’s not short on Ethereum but&nbsp;that it is skeptical of BMNR because the company’s “whole pitch is to get investors to overpay for copying a playbook that no longer works.”&nbsp;<a href="http://stocktwits.com/symbol/ETH.X">Ethereum’s price</a> was trading at around $4,500 in early morning trade after more than 4% in the last 24 hours.Meanwhile, Consensys co-founder Joseph Lubin reportedly said that Ethereum (ETH)-holding digital asset treasury (DAT) companies could evolve into the “Berkshire Hathaway” as the financial landscape shifts.“The real opportunity is to be the Berkshire Hathaway of the next global economy, the more decentralized global economy,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cointelegraph.com/news/ethereum-dats-the-next-berkshire-hathaway-consensys-founder">told</a> CoinTelegraph on sidelines of Token2049 in Singapore. Lubin is the also the chairman of SharpLInk Gaming.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bnb-hits-record-1-330-while-btc-eth-retreat-amid-650-million-liquidations/ch6E0XTR3i3">BNB Hits Record $1,330 While Bitcoin, Ethereum Retreat Amid $650 Million Liquidations</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

FundStrat Global Advisors Managing Partner Tom Lee speaks onstage at Yahoo Finance All Markets Summit on October 25, 2017 in New York City. (Photo by Cindy Ord/Getty Images for Yahoo)

Kerrisdale Capital Shorts Bitmine, Calls Ethereum Treasury Strategy ‘Basic And Unoriginal’

The research firm also critiqued Tom Lee’s leadership, stating that he has “proven to be an underwhelming meme lord.”

Equity

Galaxy Digital (GLXY) announced on Monday the launch of GalaxyOne, a consumer-focused platform and app that integrates a 4% cash account, crypto custody and trading, and zero-commission trading in U.S. equities and ETFs.<a href="https://stocktwits.com/symbol/GLXY">Galaxy Digital’s stock</a> surged more than 10% in pre-market trading,&nbsp;putting it on track to reach its highest level since October 2008.U.S. users who meet know-your-customer (KYC) requirements can immediately buy, hold, and transfer Bitcoin (BTC), Ethereum (ETH), Solana (SOL), and Paxos Gold (PAXG). The mobile app, available on both Android and iOS, also supports trading in more than 2,000 U.S. stocks and ETFs, including fractional shares, with no commission fees.&nbsp;With the launch of its new product, Galaxy will now compete against the likes of Robinhood (HOOD) and eToro (ETOR) in the retail space, who also offer both cryptocurrency and equities trading.CEO Mike Novogratz said the launch aligns with Galaxy’s strategy to become a “full spectrum financial services provider,” delivering regulated and accessible products across all market segments.GalaxyOne was developed following Galaxy’s acquisition of the retail-focused financial app Fierce last year. Galaxy reported spending $12.5 million on the acquisition in its fourth-quarter (Q4) filing with the Securities and Exchange Commission (SEC).Galaxy Digital’s stock has doubled in value this year and gained more than 185% in the last 12 months.&nbsp; Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bnb-hits-all-time-high-leads-altcoin-rally-after-bitcoin-s-weekend-surge-lifts-crypto-market-to-record/ch6RTHzR3gR">BNB Hits All-Time High, Leads Altcoin Rally After Bitcoin’s Weekend Surge Lifts Crypto Market To Record</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Mike Novogratz, CEO of Galaxy Digital, gestures as he speaks during the Bitcoin 2022 Conference at Miami Beach Convention Center on April 8, 2022 in Miami, Florida. (Photo by Marco Bello/Getty Images)

Galaxy Digital Stock On Track To Hit October 2008 Highs After GalaxyOne Launch

With the launch of its new product, Galaxy will now be competing against the likes of Robinhood and eToro.

Jumia Technologies AG (JMIA) received a major upgrade from RBC Capital Markets after meetings with company leadership, which boosted confidence in its outlook.&nbsp;RBC upgraded the stock to ‘Outperform’ from ‘Sector Perform’ and lifted the price target to $15 from $6.50, citing improved supply conditions and weakening currency pressures as key positives, according to Thefly.&nbsp;&nbsp;<a href="https://stocktwits.com/symbol/JMIA">Jumia Technologies' stock</a> traded over 21% higher by Tuesday afternoon. On Stocktwits, retail sentiment around the stock jumped to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:932/111;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_16_133025_png_6fd5fb61a1.webp" alt="JMIA’s Sentiment Meter and Message Volume as of 01:15 p.m. ET on Sep. 16, 2025 | Source: Stocktwits" width="932" height="111"><figcaption>JMIA’s Sentiment Meter and Message Volume as of 01:15 p.m. ET on Sep. 16, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 775% increase in user message count&nbsp;over 24 hours, as of Tuesday morning.&nbsp;A Stocktwits user commended the stock’s gain since June.&nbsp;<stembedurl>https://stocktwits.com/stock_head/message/628849884</stembedurl>RBC’s bullish stance follows virtual meetings with Jumia’s CEO and CFO, where management appeared “incrementally positive” about the company’s ability to benefit from easing foreign exchange headwinds.&nbsp;The firm believes there’s room for upside as Jumia scales its operations with supply expansion and a boost in order growth.&nbsp;RBC expects Jumia to strengthen its relationships and gain momentum with Chinese suppliers.Jumia is one of Africa’s top e-commerce platforms. It runs its own delivery network, called Jumia Logistics, and offers digital payments through JumiaPay.&nbsp;The company’s second-quarter (Q2) revenue of $45.6 million exceeded the analyst consensus estimate of $44.8 million, according to Fiscal AI data. The Gross Merchandise Value (GMV) for Q2 rose 6% year-over-year to $180.2 million.&nbsp;Jumia Technologies’ stock has gained over 213% year-to-date and over 161% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/turbo-energy-stock-shots-up-over-460-percent-to-hit-a-record-high-today/chwyFY3Rdzq">Turbo Energy Stock Shoots Up Over 460% To Hit A Record High Today – Find Out More</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Jumia Technologies will be issuing over 20.22 million American Depositary Shares turning Wall Street against it.

Jumia Technologies Stock Jumped 21% Today After A Major Wall Street Upgrade – Check Out The New Price Target

RBC upgraded the stock to ‘Outperform’ from ‘Sector Perform’ and lifted the price target to $15 from $6.50, citing improved supply conditions and weakening currency pressures.

Rocket Lab (RKLB) experienced a more than 700% increase in retail user message count on Stocktwits over the last 24 hours as of Wednesday morning, and was the top-trending stock on the platform.Retail sentiment on <a href="https://stocktwits.com/symbol/RKLB">Rocket Lab</a> improved to ‘extremely bullish’ from ‘bullish’ territory a day ago, with message volumes at ‘high’ levels, according to data from Stocktwits.<figure class="image"><img style="aspect-ratio:796/107;" src="https://news.stocktwits-cdn.com/RKLB_sentiment_png_2310e5aede.webp" alt="RKLB sentiment.png" width="796" height="107"><figcaption>RKLB sentiment and message volume September 3, 2025, as of 1:10 pm ET | Source: Stocktwits</figcaption></figure>The stock's watchlist count on Stocktwits doubled to 43,281 in a year.Notably, the company's shares declined 10% by midday trading on Wednesday, despite no stock-specific news. The shares appear to have taken a breather following the massive rally seen over the last year. Rocket Lab shares have gained 75% this year and have jumped over 600% over the previous 12 months.Last week, Roth Capital also raised its price target on Rocket Lab to $60 from $50 and maintained a ‘Buy’ rating, according the TheFly. The firm noted that it was impressed by Rocket Lab's progress toward the initial Neutron launch.The Neutron support infrastructure and launch pad infrastructure are all in place for initial launch, Roth Capital said. Rocket Lab opened Launch Complex 3 on August 28, its dedicated test, launch, and landing facility for its reusable rocket, Neutron. The pad is located within the Virginia Spaceport Authority’s (VSA) Mid-Atlantic Regional Spaceport (MARS) at Pad 0D on Wallops Island, Virginia.The company stated that Launch Complex 3 is poised to deliver the largest orbital launch capacity in the Spaceport’s history with Neutron, which is capable of launching 13,000 kg to space for commercial constellations, national security, and interplanetary missions, as well as eventually supporting human spaceflight.In late August, Rocket Lab&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rklb-stock-lifts-off-10-after-70th-electron-launch/chssMD9RdSc">launched</a> its 70th Electron mission as part of its ‘Live, Laugh, Launch’ mission.&nbsp;The ‘Live, Laugh, Launch’ was Electron’s 12th mission of 2025 as Rocket Lab continues to execute an accelerated schedule of Electron launches.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/campbells-ceo-flags-consumer-caution-sees-surge-in-home-cooking/chwcc2mRdoR">Campbell’s CEO Flags Consumer Caution, Sees Surge In Home Cooking And Wellness Demand</a>

Rocket Lab’s 360% surge so far in 2024 has brought CEO Peter Beck’s 10% stake in the company to $970 million. | Source: Rocket Lab USA 

This Aerospace Stock Witnessed A 700% Explosion In Retail Chatter On Stocktwits – More Details Inside

Last week, Roth Capital raised its price target on Rocket Lab to $60 from $50 and noted that it was impressed by the company’s progress toward the initial Neutron launch.

Autonomous driving technology company Mobileye Global Inc. (MBLY) on Thursday increased its full-year revenue guidance and lowered its operating loss forecast, citing continued strength in supply-demand dynamics and increased demand for its autonomous driving chips.“Stronger visibility on industry supply-demand alignment since late-April supports our decision to raise the full-year outlook, while we continue to maintain a conservative stance given the broader macro environment,” <a target="_blank" rel="noopener noreferrer nofollow" href="https://ir.mobileye.com/news-releases/news-release-details/mobileye-releases-second-quarter-2025-results-updates-full-year">said</a> Mobileye President and CEO Amnon Shashua, while also predicting an “inflection” in the company’s growth trajectory in 2027.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/MBLY">Mobileye</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours, while message volume rose from ‘low’ to ‘high’ levels.<figure class="image"><img style="aspect-ratio:623/60;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_24_at_8_53_36_AM_png_4bc34a33af.webp" alt="MBLY's Sentiment Meter and Message Volume as of 8:53 a.m. ET on July 24, 2025 | Source: Stocktwits" width="623" height="60"><figcaption>MBLY's Sentiment Meter and Message Volume as of 8:53 a.m. ET on July 24, 2025 | Source: Stocktwits</figcaption></figure> The company now expects revenue of $1.77 billion to $1.89 billion for the full year 2025, up from its previous guidance range of $1.69 billion to $1.81 billion.Operating loss is expected to be between $512 million and $436 million for the year, which is narrower than the company’s previous estimate of $574 million to $489 million in operating loss.The company stated that the new guidance includes its estimates of production impacts related to current tariffs imposed on complete vehicles imported into the United States, as well as tariffs on imported vehicle components used in U.S. vehicle production. However, the company said it assumes no further tariff developments or increases.For the second quarter, the company reported a 15% increase in revenue to $506 million, surpassing an analyst estimate of $495.91 million, according to data from Fiscal AI. The company attributed the rise in revenue to strong demand for its EyeQ System-on-Chip, a custom hardware and software solution designed explicitly for Advanced Driver Assistance Systems (ADAS) and self-driving systems.Adjusted earnings per share came in at $0.13, compared to $0.09 in the corresponding quarter of 2024, and above an expected $0.11.A Stocktwits user opined that the stock is still a “bit expensive” and added that they would like a cheaper entry point.<stembedurl>https://stocktwits.com/eskitrades/message/622241885</stembedurl>&nbsp;&nbsp;Mobileye had $1.7 billion of cash and cash equivalents and zero debt as of June 28, 2025.MBLY stock is down by 20% this year and by about 29% over the past 12 months.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-registrations-slump-in-europe-yet-again-in-june/ch8ywW1R5HO">Tesla Registrations Slump In Europe Yet Again In June: Retail Sentiment Slips Amid 289% Jump In Chatter</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Mobileye Global, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 23, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)

Mobileye CEO Sees Inflection In 2027 Growth Trajectory As Company Hikes Full-Year Revenue Outlook: Retail Thinks Stock Is Still A ‘Bit Expensive’

The company stated that the new guidance includes its estimates of production impacts related to current tariffs imposed on complete vehicles imported into the United States and tariffs on imported vehicle components used in U.S. vehicle production. 

Vertiv Holdings (VRT) surged more than 13% on Wednesday after the AI infrastructure firm raised its full-year guidance and signaled confidence in managing new tariffs under President Donald Trump’s trade policy.First-quarter (Q1) earnings came in at $0.64 per share, slightly above the $0.62 consensus estimate, according to Koyfin. Revenue for the quarter rose 24% year-over-year (YoY) to $2.04 billion, beating Wall Street’s $1.94 billion forecast. Organic net sales climbed 25%.The maker of power and cooling equipment for data centers said it now expects full-year 2025 revenue between $9.325 billion and $9.575 billion, up from its prior range of $9.125 billion to $9.275 billion.&nbsp;“We’re seeing accelerated scaling of AI deployments across the data center market,” said CEO Giordano Albertazzi. “Our partnership with Nvidia continues to place us at the heart of industrial-scale AI factory deployments.”He added that the updated forecast takes into account the anticipated impact of new U.S. tariffs, which have become a growing concern for manufacturers with global supply chains.“Although the tariff environment remains fluid, our goal is to significantly mitigate the effect of tariffs as we enter 2026,” he stated, adding that the company is working to mitigate the tariff impact through operational flexibility, a diversified manufacturing footprint, and commercial strategy shifts.The company said it continues to shift production to Mexico under the USMCA trade framework, and said only a single-digit percentage of its U.S. factory inputs currently come from China. Vertiv said it aims to have all U.S.-bound components manufactured in Mexico.Despite Wednesday’s rally,&nbsp;<a href="https://stocktwits.com/symbol/VRT">Vertiv’s stock</a> remains down more than 30% year-to-date, though it has held a 4% gain over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ge-vernova-cfo-sees-no-material-impact-from-trump-tariffs-on-outlook-q1-2025-earnings/chQmzXGRbgO">GE Vernova CFO Sees No ‘Material Impact’ From Trump Tariffs On Outlook – Stock Surges On Q1 2025 Earnings Beat</a>&nbsp;

In this photo illustration, the logo of Vertiv Holdings Co is displayed on a smartphone screen on April 20, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

Vertiv Stock Surges On Q1 Beat, Improved 2025 Outlook — CEO Says Trump Tariff Impact Will Be Mitigated By 2026

The company now expects full-year 2025 revenue between $9.325 billion and $9.575 billion, up from its prior guidance of $9.125 billion to $9.275 billion. 

Oklo’s (OKLO) stock&nbsp;gained 0.7% in pre-market trade&nbsp;on Wednesday, reversing an earlier 3%&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oklo-stock-slips-after-sam-altman-steps-down-as-chair/chQmNFmRbXx">drop</a> after the company announced that co-founder Sam Altman would step down as chairman.&nbsp;The news, while initially surprising to investors, may pave the way for a key energy deal with OpenAI, according to Citi analysts.In a research note cited by TheFly, Citi highlighted the leadership change as a potential catalyst for Oklo’s long-term prospects.&nbsp;While Altman’s “abrupt departure” caught investors off guard, Citi believes it could resolve any conflict of interest related to Oklo’s ongoing discussions with OpenAI about a potential energy supply agreement.&nbsp;The brokerage noted that given Altman’s dual roles at both Oklo and OpenAI, his exit could clear the path for a more strategic partnership in the future.Citi maintained its ‘Neutral’ rating on&nbsp;<a href="https://stocktwits.com/symbol/OKLO">Oklo’s stock</a>, with a $30 price target, noting that the company has been actively seeking new board members and considering the separation of the CEO and chairman roles.&nbsp;Analysts expect the initial market reaction to be negative, but they emphasized that a deal with OpenAI could alleviate these concerns, driving positive sentiment and potential stock upside.Meanwhile, H.C. Wainwright initiated coverage of Oklo with a ‘Buy’ rating and $55 price target, pointing to the company’s growing pipeline in advanced nuclear technology.&nbsp;It noted that Oklo has secured a 14 gigawatt (GW) pipeline, including a 12GW agreement with Switch, a data center developer, that extends through 2044.Oklo’s stock has gained 1.4% year-to-date and surged over 70% in the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oklo-stock-slips-after-sam-altman-steps-down-as-chair/chQmNFmRbXx">Oklo Stock Slips After Sam Altman Steps Down As Chair, But Retail Sentiment Flips To 'Bullish'</a>

Sam Altman, former co-founder and CEO of OpenAI, speaks during a panel discussion titled "The Age of AI" at the Technical University of Berlin on February 07, 2025 in Berlin, Germany. (Photo by Sean Gallup/Getty Images)

Oklo-OpenAI Energy Deal More Likely After Sam Altman Exit, Says Citi

Citi noted that given Altman’s dual roles at both Oklo and OpenAI, his departure could pave the way for a more strategic partnership in the future.

Upstart Holdings Inc (UPST) shares surged about 26% in the after-market trade on Tuesday after the company posted a surprise profit and its fourth-quarter revenue beat Wall Street’s estimates.On an adjusted basis, the company posted earnings of $0.26 per share for the three months ended Dec. 31, compared with average analysts’ estimate of a loss of $0.15 per share.According to Koyfin data, the company reported quarterly revenue of $218.96 million, compared with the average analysts’ estimate of $181.92 million.Its net loss narrowed to $2.8 million, compared with $42.4 million in the same period last year.Upstart’s total loans jumped to 245,663 from 129,664 in the year-ago quarter, while its transaction volumes rose 66% to $2.1 billion.Its revenue from fees rose to $199.28 million from $152.86 million last year.The company expects to post $1 billion in revenue in 2025, which, if it meets its projections, will be a record annual revenue for the AI lending platform.Upstart also forecast a net interest income (NII) of about $80 million in 2025 and said it expects to at least break even this year. The company last posted a net profit in 2021.“In Q4 of 2024, our business grew dramatically across all product categories, delivered Adjusted EBITDA at levels not seen since the first quarter of 2022, and came within a whisker of returning to GAAP profitability,” CEO Dave Girouard said. &nbsp;Retail sentiment on Stocktwits moved higher in the ‘extremely bullish’ (96/100) territory, while retail chatter was ‘extremely high.’<figure class="image"><img style="aspect-ratio:803/184;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/UPST_Feb_12_d313e05882.JPG" alt="UPST’s Sentiment Meter and Message Volume as of 01:34 a.m. ET on Feb. 12, 2025 | Source: Stocktwits" width="803" height="184"><figcaption>UPST’s Sentiment Meter and Message Volume as of 01:34 a.m. ET on Feb. 12, 2025 | Source: Stocktwits</figcaption></figure>Users speculated if the stock could hit $350 soon, a level it last touched in 2021.<stembedurl>https://stocktwits.com/Koapark/message/603873161</stembedurl><stembedurl>https://stocktwits.com/drabon74/message/603874169</stembedurl>Over the past year, <a href="https://stocktwits.com/symbol/UPST">Upstart stock</a> has nearly doubled.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/energy-transfer-stock-falls-after-market-on-q4-revenue-miss-retail-shrugs-it-off/ch5aJ3ERub">Energy Transfer Stock Falls After-market On Q4 Revenue Miss: Retail Shrugs It Off</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Upstart Holdings Stock Soars Aftermarket After Surprise Q4 Profit: Retail’s Exuberant

On an adjusted basis, the company posted earnings of $0.26 per share for the three months ended Dec. 31, compared with average analysts’ estimate of a loss of $0.15 per share.

Shares of Cassava Sciences, Inc. (SAVA), a small-cap biotech firm, rose more than 5% on Tuesday after the company’s CEO, Rick Barry, provided an update on its Alzheimer’s drug trial via a regulatory 8-K filing.Barry announced that the ReTHINK Phase 3 clinical trial recently completed its final patient visit, marking a significant milestone in the development of Simufilam, a drug targeting a unique protein misfolding pathway associated with Alzheimer’s disease.Unlike traditional therapies that focus on amyloid plaques, Simufilam aims to correct the shape of the protein Filamin A, potentially addressing various Alzheimer’s disease processes.The ReTHINK trial enrolled 804 patients across 77 sites in the U.S., Puerto Rico, Canada, and Australia, with participants randomized between placebo and simufilam (100 mg twice daily). Approximately 70% of patients entered the study with mild Alzheimer’s, while the remaining 30% had moderate Alzheimer’s.Barry stated, “We expect to announce top-line results of the ReTHINK trial before year-end.” He mentioned that the proposed Statistical Analysis Plan was submitted to the FDA in July and is currently under review.Despite the positive news, retail sentiment on Stocktwits shifted from ‘bullish’ to ‘neutral’ after the update as of 1:00 pm ET. Cassava stock was the top trending ticker at 12:30 pm ET on Tuesday.<stembedurl>https://stocktwits.com/Tiffiny/message/588297923</stembedurl><stembedurl>https://stocktwits.com/Donniechen12345/message/588323050</stembedurl>The company had recently reached a $40 million settlement with the U.S. Securities and Exchange Commission (SEC) related to misleading claims about its Alzheimer’s drug trials, which had drawn considerable attention from retail investors.Following the CEO’s update, H.C. Wainwright upgraded Cassava Sciences to ‘Buy’ from ‘Neutral’, raising its price target to $116.The analyst believes the settlement has mitigated long-term challenges for the stock and anticipates a positive catalyst from the upcoming topline readout from the ReTHINK trial.Year-to-date, SAVA stock has climbed over 18%.For updates and corrections email <a target="_blank" rel="noopener noreferrer nofollow" href="mailto:newsroom@stocktwits.com">newsroom@stocktwits.com</a>Read next: <a href="https://stocktwits.com/news-articles/markets/equity/ww-stock-rises-on-compounded-glp1-drug-offering/cJchFDeREX">WeightWatchers Stock Rallies After Adding Compounded Semaglutide To Offerings Amid GLP-1 Shortages: Retail Stays Cautious</a> &nbsp;

Cassava's simufilam aims to correct the shape of the protein Filamin A, potentially addressing various Alzheimer’s disease processes. 

Cassava Sciences Stock Jumps After CEO’s Update On Alzheimer’s Drug Trial: Retail Sentiment Wavers

The ReTHINK trial enrolled 804 patients across 77 sites in the U.S., Puerto Rico, Canada, and Australia, with participants randomized between placebo and simufilam (100 mg twice daily)

Shares of Cassava Sciences, Inc. (SAVA) fell more than 12% in pre-market trading on Friday, following the company’s announcement of a $40 million settlement with the U.S. Securities and Exchange Commission (SEC).The penalty, related to misleading claims made about its Alzheimer’s drug trials, drew significant attention from retail investors, making SAVA the top trending ticker on Stocktwits by 9 a.m. ET.The SEC charged Cassava and two former executives — founder and former CEO Remi Barbier and former Senior VP of Neuroscience Lindsay Burns — with making misleading statements in 2020 regarding the results of a clinical trial for their experimental Alzheimer's treatment, simufilam.The regulator alleged that the company claimed the drug "significantly improved patient cognition," while failing to disclose that full patient data showed "no measurable cognitive improvement" in episodic memory.Hoau-Yan Wang, a professor at the City University of New York Medical School who worked with Cassava to develop the drug, was also charged with manipulating trial data.Cassava agreed to the settlement without admitting or denying the charges."Cassava is pleased to put this matter behind us," CEO Richard Barry said in a statement. "We can now focus all of our attention on completion of the ongoing Phase 3 trials of simufilam.”<figure class="image"><a href="https://stocktwits.com/symbol/SAVA"><img style="aspect-ratio:1320/324;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/SAVA_stock_sentiment_and_message_volume_Sep_27_pre_market_d6f4e89110.png" alt="SAVA stock sentiment and message volume Sep 27 pre-market.png" width="1320" height="324"></a><figcaption>SAVA stock sentiment and message volume Sep 27 pre-market</figcaption></figure>Despite the stock’s sharp decline early on Friday, retail sentiment for SAVA remained ‘bullish’.Many investors on Stocktwits saw the settlement as a non-event, with some noting that the $40 million had already been set aside for the penalty.One user remarked, “We knew it was coming… This doesn’t take anyone by surprise.”<stembedurl>https://stocktwits.com/xNovah/message/587331181</stembedurl>Others were even more optimistic, focusing on the company’s Phase 3 trials, adding that with the SEC issue resolved, the path is clear for Cassava to move ahead with its clinical trials and potential FDA approval.<stembedurl>https://stocktwits.com/TagyouRit/message/587306764</stembedurl>Earlier this week, Cassava announced that a Data and Safety Monitoring Board completed a third interim safety review of simufilam, recommending that the ongoing Phase 3 studies continue without modifications.Chief Medical Officer Jim Kupiec stated that the company is on track to announce top-line data for the 12-month Phase 3 study by the end of 2024.Despite recent setbacks, SAVA stock is still up more than 40% year-to-date. Retail investors appear to be holding out hope for a potential breakthrough as the company moves closer to critical trial results later this year.Read next: <a href="https://stocktwits.com/news/markets/equity/djt-stock-falls-after-co-founder-litinsky-slashes-stake/c7CUFDdR3G">Trump Media Stock Faces Pressure As Co-Founder Nearly Exits Stake: Retail Still Bullish</a> &nbsp;

The SEC said the company made misleading statements in 2020 regarding the results of a clinical trial for their experimental Alzheimer's treatment, simufilam. 

Cassava Sciences Stock Slides After $40M SEC Settlement Over Misleading Alzheimer’s Trial Claims, Captures Retail Spotlight

Many investors on Stocktwits saw the settlement as a non-event, with some noting that the penalty had already been priced in. 

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