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nLIGHT, Inc. engages in the provision of semiconductor and fiber lasers for aerospace and defense, industrial, and microfabrication applications. It operates through the Laser Products and Advanced Development segments. The Laser Products segment designs, manufactures, and sells a range of semiconductor lasers and fiber lasers that are typically integrated into laser systems or manufacturing tools built by customers. The Advanced Development segment focuses on research, design, and prototyping of next-generation laser technologies, leveraging expertise in laser technology, development, beam control, and advanced optics. The company was founded by Scott H. Keeney, Mark DeVito, and Jason Farmer in June 2000 and is headquartered in Camas, WA.

nLIGHT Inc

nLIGHT ($LASR) is trending amidst discussions about defense contracts, particularly the "Golden Dome" project, potentially driving significant growth. Community members are speculating on contract news and the company's laser technology applications in defense, suggesting a possible breakout. Some traders are expressing bullish sentiments, anticipating a short squeeze and setting high sell targets, while others note the stock's high valuation and potential for manipulation.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Despite strong earnings and AI prospects, Broadcom ($AVGO) is trending down as investors express concerns about margin compression and customer concentration. The community is debating whether this dip represents a buying opportunity or the start of a larger correction in the AI sector. Discussions also focus on potential recovery catalysts and the stock's oversold condition.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARBB is trending due to social media hype around its low float and potential for a short squeeze, with many traders eyeing key breakout levels. Community members are actively discussing price targets and comparing ARBB's setup to other recent low-float runners. The stock's recent AI server deal and blockchain developments may also be contributing to the increased attention.

Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X Shares

Direxion Daily S&P Biotech Bull 3X Shares

LABU is trending as traders weigh biotech's potential amid broader market uncertainty and upcoming economic data. Community discussions focus on identifying entry and exit points, with some highlighting technical indicators suggesting a possible shift in momentum. Bullish sentiment remains, fueled by potential rate cuts and sector rotation.

EchoStar Corp. engages in the design, development, and distribution of digital set-top boxes and products for direct-to-home satellite service providers. It operates through the following business segments: Pay-TV, Retail Wireless, and Broadband and Satellite Services. The Pay-TV segment business strategy is to be the best provider of video services in the United States by providing products with the best technology, outstanding customer service, and great value. The Retail Wireless segment offers Retail Wireless services as well as a competitive portfolio of wireless devices. The Broadband and Satellite Services segment business strategy is to maintain and improve leadership position and competitive advantage through development of technologies and services marketed to selected sectors within the consumer, enterprise and government markets globally. The company was founded by Charlie William Ergen, Candy Ergen, and James DeFranco in 1980 and is headquartered in Englewood, CO.

EchoStar Corp - Ordinary Shares - Class A

EchoStar Corp

EchoStar Corp ($SATS) is trending due to speculation surrounding its SpaceX holdings and potential benefits from a SpaceX IPO, with community members weighing the value of its SpaceX stake against the company's debt. Recent news of a spectrum sale to SpaceX and subsequent FCC review adjustments are also fueling the discussion, alongside Morgan Stanley's upgrade and price target increase.  Additionally, Firefly's acquisition of SciTec has sparked conversation about space sector acquisitions and potential bullish moves.

Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bear 3X Shares

Direxion Daily S&P Biotech Bear 3X Shares

LABD is trending as traders discuss potential resistance for XBI around the 111 area, anticipating a possible pullback. Community members are debating entry points and whether current market conditions warrant adding to or reducing positions in this leveraged inverse ETF. Ongoing concerns around potential government shutdowns and trade war escalations are also influencing sentiment.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum ($LITE) is trending due to positive sentiment around its role in AI infrastructure, particularly after strong earnings reports and revenue guidance. Community discussions highlight its potential for growth and undervaluing compared to peers, with some suggesting it's a takeover target. Some are drawing comparisons to names like Nvidia ($NVDA) during their early expansion.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as the community discusses its AI & Autonomy Day and the unveiling of its new in-house AI chip, sparking debates about its potential to rival Tesla in the autonomous vehicle space. Bullish sentiment is fueled by Needham's price target increase, while some express concerns regarding cash burn and the timeline for R2 vehicle production. The community is closely watching for a potential short squeeze.

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

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is trending as SpaceX IPO buzz fuels broader interest in space stocks, despite a recent scrubbed launch. Community members are speculating on potential catalysts like government contracts and Neutron's progress, with some eyeing ambitious price targets while touting RKLB's reliability in the small launch sector.

Constellation Brands, Inc. engages in the production, marketing, and distribution of beer, wine, and spirits. It operates through the following segments: Beer, Wine and Spirits, Corporate Operations and Other, and Canopy. The Beer segment includes imported and craft beer brands. The Wine and Spirits segment sells wine brands across all categories-table wine, sparkling wine, and dessert wine-and across all price points. The Corporate Operations and Other segment refers to the costs of executive management, corporate development, corporate finance, human resources, internal audit, investor relations, legal, public relations, and information technology. The Canopy segment consists of canopy equity method Investments. The company was founded by Marvin Sands in 1945 and is headquartered in Rochester, NY.

Constellation Brands Inc - Ordinary Shares - Class A

Constellation Brands Inc

Constellation Brands ($STZ) is trending due to a mix of factors including recent downgrades and concerns about weaker consumer demand, especially among its core Hispanic demographic. Despite some analysts highlighting its strong brands and potential for a turnaround, community sentiment appears mixed, with some expressing frustration over recent performance while others see it as a long-term value play, potentially oversold. Discussions also involve the stock's relationship with cannabis companies and potential impacts from broader economic trends and government policies.

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In this photo illustration, a person holds a smartphone displaying the logo of Rocket Lab USA Inc.

Rocket Lab Is Finally Having Its SpaceX Moment — Yet One Grounded Project Could Make Or Break This Year’s Fantastic Surge

When compared to the first quarter of 2021, Rocket Lab’s recent quarter reported a revenue surge of 750%, making the third quarter of this year its best one ever.

Equity

<ul><li>Palantir CEO Alex Karp identified two AI markets - broad basic-use AI and a results-driven subset.</li><li>He said the subset capable of changing revenue, margins, or operational outcomes is Palantir’s focus.</li><li>He also warned that other countries cannot easily replicate U.S. advantages across the technology stack.</li></ul>Palantir (PLTR) CEO Alex Karp reportedly said on Thursday that while the overall AI market is large, only a fraction&nbsp;of it produces meaningful results, capable of driving revenue or margin improvements.&nbsp;“There are really two AI markets,” Karp said during an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://finance.yahoo.com/video/palantir-downstream-americas-success-ceo-143534800.html">interview</a> at Yahoo Finance Invest. “From Palantir's perspective, people using AI call it enhanced intelligence to do basic things, but things that are not sophisticated enough so that they would change your revenue or margins – that is a very large market.”<a href="http://stocktwits.com/symbol/PLTR">PLTR’s stock</a> fell 1.2% in pre-market trade amid broader weakness in the market. On Stocktwits, retail sentiment around the company remained in ‘bullish’ territory over the past day.&nbsp;<h2 class="st-heading-2">Two AI Markets –&nbsp; Hype Vs. Impact</h2>Karp differentiated between the “enhanced intelligence” applications that are widely discussed but often fail to move the needle, and the subset of AI that produces quantifiable results.&nbsp;“The part of the market that is weak… is in the institutional context,” he said. “The part of the market we’re in—where we can show results quickly and get paid—is expanding, and that part will dominate the rest of the institutional market.”According to him, this results-driven segment can rapidly influence business performance or battlefield outcomes, allowing organizations to capture value without restructuring or isolating operations for years.“While most developers are focused on supporting basic AI models, we intend to lead in applications that deliver measurable impact quickly,” Karp said. “The subset of the market we target is expanding and will dominate institutional AI adoption.”<h2 class="st-heading-2">Economic Strength Tied To National Security</h2>Karp also tied AI adoption to broader U.S. economic and strategic strength. He emphasized that America is uniquely positioned with dominance across the technology stack, which allows the country to leverage AI both commercially and militarily.“The ability to defend ourselves and grow our economy is tied to the same resources,” Karp said. “Our challenge is to grow GDP in a way that positively affects skilled workers—welders, truck drivers, engineers—while maintaining technological leadership globally.”He also warned that replicating the U.S. advantage would be difficult for other countries due to the country’s unique concentration of resources and talent. “Europe, for example, does not control any part of the stack as a dominant player,” Karp said. “Our role is to leverage what we have, not squander it.”Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/circle-stock-gains-after-jpmorgan-turns-bullish-cathie-woods-ark-invest-buys-the-dip/cLP9RYgRE3X">Circle Stock Gains Pre-Market After JPMorgan Turns Bullish, Cathie Wood’s Ark Invest Buys The Dip</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Alex Karp, CEO of Palantir Technologies, talks to members of the media at the Allen & Company Sun Valley Conference on July 10, 2025 in Sun Valley, Idaho. (Photo by Kevin Dietsch/Getty Images)

Palantir CEO Alex Karp Says There Are Two AI Markets And Only One ‘Actually Works’: Report 

Speaking at Yahoo Finance Invest, Karp said consumer-oriented AI may create hype without tangible benefits.

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.”

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.

Current Price	$39.14
Prev Close	$40.11
Open	$40.11
Dividend Yield	N/A
50-Day Moving Average	$46.21
Beta	N/A
Avg. Volume	3.56M
PE Ratio	N/A

52-Week High	$94.70
52-Week Low	$38.80
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A
Enterprise Value/EBITDA	N/A

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