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POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending due to a recently announced $5 million production order for its 800G Optical Engines, signaling growing commercial traction. The community is discussing the significance of this order, potential revenue impact, and the company's positioning within the expanding AI infrastructure. Some investors believe this could trigger a short squeeze, while others suggest further large orders may be on the horizon.

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 is trending downwards after-hours following an earnings report that missed analyst expectations, reportedly due to a one-time Brazilian tax dispute. The community is debating the severity of the miss and whether it presents a buying opportunity, while some suggest the dip is warranted due to concerns about content quality and competition in the streaming space. Analysts are lowering price targets amid the uncertainty.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

RAGE CRYPTO is trending due to community enthusiasm around OG memes and a desire to bring back 2021 vibes. The community is actively working to get $RAGE trending and is expressing excitement for upcoming spaces and potential Moonshot listing. Bullish sentiment is fueled by the strength of the community, which emphasizes working for their bags and celebrating the Rage Guy meme.

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 due to the announcement of a $5 billion AI factory lease agreement with a U.S.-based hyperscaler, sparking excitement about the company's growth potential in the AI infrastructure sector. The community is buzzing about the identity of the hyperscaler tenant and anticipating further positive news. Bullish sentiment is fueled by the prospect of increased revenue and the company's expanding capacity to support AI and high-performance computing.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is trending as the company prepares to launch DraftKings Predictions, expanding into prediction markets through the acquisition of Railbird and regulated event contracts. The community is discussing the strategic implications of this move, including potential competition with existing platforms and the impact on state regulations, with many bullish on the company's long-term prospects amid a recent price drop.

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 trending as investors await the third quarter 2025 earnings results, scheduled for November 11th, with the community anticipating insights into AI spending and demand; positive sentiment is fueled by a major deal with Microsoft and the potential of its autonomous driving subsidiary, Avride, which recently secured significant investments from Uber and Nebius Group; despite a recent pullback, many view NBIS as a long-term AI play with substantial growth potential.

Arcturus Therapeutics Holdings, Inc. operates as a late-stage clinical mRNA medicines and vaccine company, which engages in the development of infectious disease vaccines and significant opportunities within liver and respiratory rare diseases. Its products include LUNAR-COV19, LUNAR-FLU, LUNAR-OTC, and LUNAR-CF. The company was founded in 2013 and is headquartered in San Diego, CA.

Arcturus Therapeutics Holdings Inc

Arcturus Therapeutics is trending due to anticipation surrounding upcoming data for its cystic fibrosis (CF) program, with some speculating a potential buyout amid data delays. The community is actively discussing the possibility of a strategic announcement coinciding with the North American Cystic Fibrosis Conference in late October, while also debating the implications of recent insider trading and short selling activity.

SPDR Gold Trust - SPDR Gold Shares ETF

SPDR Gold Shares ETF

GLD is trending as the price of gold corrects after hitting new highs, leading to active discussions about whether this is a temporary pullback or the start of a larger downtrend. Community members are debating potential support levels, with some suggesting a buying opportunity while others point to technical indicators signaling further declines. The strength of the dollar and potential shifts in macroeconomic factors are also being considered as drivers of this volatility.

1-800-FLOWERS.COM, Inc. engages in the provision of gift design. It operates through the following segments: Consumer Floral and Gifts, BloomNet, Gourmet Foods and Gift Baskets. The Consumer Floral and Gifts segment focuses on the operation of 1-800-Flowers.com, PersonalizationMall, Alice’s Table, and Things Remembered. The BloomNet segment includes memberships, service offerings to florists, and other products. The Gourmet Foods and Gift Baskets segment involves the management of Harry & David, Wolferman’s, Cheryl’s Cookies, The Popcorn Factory, 1-800- Baskets/DesignPac, Shari’s Berries, and Vital Choice. The company was founded by James Francis McCann in 1976 and is headquartered in Jericho, NY.

1-800 Flowers.com Inc. - Ordinary Shares - Class A

FLWS is trending as social media buzz around a potential short squeeze intensifies, with some users citing high short interest and insider buying as contributing factors. Community members are actively discussing valuation, potential price targets, and comparing the setup to previous meme stock events like GME. Some investors believe FLWS could benefit from overall retail momentum.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending amid speculation of a potential buyout, fueled by recent asset sales and site consolidation interpreted as preparations for a deal. The community is discussing the possibility of Sanofi or other major pharma companies acquiring Novavax, especially with Shah Capital pushing for a sale to unlock the perceived undervaluation of its vaccine technology. Discussions also involve the potential for a short squeeze given the high short interest.

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Wall Street Analysts Predict a 39.22% Upside in Unusual Machines, Inc. (UMAC): Here's  What You Should Know

The average of price targets set by Wall Street analysts indicates a potential upside of 39.2% in Unusual Machines, Inc. (UMAC). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

U.S. equities gained in Friday’s midday trade, driven by optimism in the artificial intelligence sector even as the United States government entered its third day of shutdown. The Dow Jones Industrial Average surged past 47,000 for the first time, while the S&amp;P 500 index also touched a new record high.The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which mirrors the S&amp;P 500 index, was up 0.45% at the time of writing, while the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ), which mirrors the Nasdaq, rose 0.08%. The&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA), which tracks the Dow Jones Industrial Average, soared 1.08%.Here are the top stocks making the biggest moves in Friday’s midday trade:<a href="https://stocktwits.com/symbol/PLTR">Palantir Technologies Inc. (PLTR)</a>Palantir Technologies’ shares were down nearly 5% in Friday’s midday trade after an internal army memo reportedly&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-stock-tumbles-as-internal-army-memo-exposes-risks-in-its-battle-comms-system/chCuFVaR3Q0">flagged</a> “fundamental security” problems and vulnerabilities in the modernization work of the U.S. Army’s battlefield communications network being undertaken by the company and others like Anduril.<a href="https://stocktwits.com/symbol/PLTR">PLTR stock</a> is up 135% year-to-date.<a href="https://stocktwits.com/symbol/PLUG">Plug Power Inc. (PLUG)</a>Plug Power shares continued to surge on Friday, rising more than 33% in midday trade. Earlier on Friday, analysts at H.C. Wainwright raised their price target for the Plug Power stock to $7 from $3, while maintaining a ‘Buy’ rating, according to TheFly. The firm cited “significant” increases in electricity prices and growing support and demand for nuclear power as the reasons for its price target hike.<a href="https://stocktwits.com/symbol/PLUG">PLUG stock</a> is up 77% year-to-date.<a href="https://stocktwits.com/symbol/RUM">Rumble Inc. (RUM)</a>Rumble shares surged over 16% in Friday’s midday trade after the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rumble-deal-with-perplexity-spurs-over-400-percent-surge-in-retail-investor-chatter-on-stocktwits/chCuV4tR3QO">announced</a> a partnership with AI startup Perplexity,&nbsp;late on Thursday. The company stated that this partnership aims to enhance video discovery on the platform by utilizing Perplexity’s AI tools.<a href="https://stocktwits.com/symbol/RUM">RUM stock</a> is down 34% year-to-date.<a href="https://stocktwits.com/symbol/USAR">USA Rare Earth Inc. (USAR)</a>USA Rare Earth shares were up more than 18% in Friday’s midday session after its CEO, Barbara Humpton,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-usa-rare-earth-stock-jump-nearly-10-after-hours/chCuEzQR3fg">told</a> CNBC that the company is in “close communication” with the White House. Humpton’s comments came on late Thursday, during aftermarket hours.<a href="https://stocktwits.com/symbol/USAR">USAR stock</a> is up 133% year-to-date.<a href="https://stocktwits.com/symbol/UMAC">Unusual Machines Inc. (UMAC)</a>Unusual Machines’ shares were trading higher by 9% in Friday’s midday session after the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/unusual-machies-stock-rallies-10-percent-after-company-wins-defense-drone-order-from-red-cat/chCulNlR3Q3">announced</a> that it had secured a $800,000 contract from drone technology company, Red Cat Holdings Inc. (RCAT). The contract includes delivery of multiple advanced components that will be integrated into Red Cat’s FANG drone platform, a system designed for military and government use.<a href="https://stocktwits.com/symbol/UMAC">UMAC stock</a> is down 3% year-to-date.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/berkshire-hathaway-warren-buffet-chairman-greg-abel-ceo/chCunq3R3QX">Berkshire Hathaway Votes To Separate CEO And Chairman Roles, Warren Buffett To Continue As Chairman</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A bull statue and a bear statue stand outside the Frankfurt Stock Exchange on April 7, 2025 in Frankfurt, Germany

Dow Crosses 47,000 For First Time, S&P 500 Touches New Record

Palantir Technologies’ shares were down nearly 5% in Friday’s midday trade after an internal army memo reportedly flagged “fundamental security” problems in a U.S. Army communications system that the company is working on.

Equity

Unusual Machines Inc. (UMAC) announced on Friday that it has secured a new $800,000 contract from fellow drone technology company Red Cat Holdings Inc. (RCAT).The agreement includes delivery of multiple advanced components that will be integrated into Red Cat’s FANG drone platform, a system designed for military and government use.&nbsp;These parts include the Aura analog camera, Brave series flight controller and ESC, motors, HDO+ goggles, and the Aura VTX video transmitter. All systems are compliant with the National Defense Authorization Act (NDAA), ensuring they meet U.S. sourcing and security standards.Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/UMAC">Unusual Machines’ stock</a> traded over 8% higher in Friday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;"High-quality, NDAA-compliant components are now table stakes--what truly matters is how fast you can deliver them,” said EVP of Revenue at Unusual Machines, Stacy Wright.Unusual Machines produces and distributes a range of drone-related products under several distinct brands, including Fat Shark, an ultra-low latency FPV (first-person view) video goggles. The company also offers compact, high-performance FPV drones and accessories directly to consumers through its online storefront, Rotor Riot.On September 30, the company secured a $12.8 million contract to deliver critical components for Strategic Logix’s Rapid Reconfigurable Systems Line (RRSL), an adaptable UAV platform built for scalable deployment in defense and commercial sectors.The order includes over 160,000 parts, ranging from cameras and controllers to video transmitters and ground systems.Unusual Machines’ stock has gained over 990% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jefferies-downgrades-apple-over-inflated-iphone-optimism/chCujwrR3Q5">Jefferies Downgrades Apple Over Inflated iPhone Optimism</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Unusual Machines Stock Rallies 10% After Company Wins Defense Drone Order From Red Cat

The agreement includes delivery of multiple advanced components that will be integrated into Red Cat’s FANG drone platform, a system designed for military and government use. 

Lightpath Technologies’ (LPTH) stock fell nearly 3% in extended trading on Thursday after the optics and imaging systems provider posted a wider loss in the fiscal fourth quarter.The Orlando, Florida-based company reported a net loss of $7.1 million, or $0.16 per share, for the quarter ended June 30, compared to a loss of $2.4 million, or $0.06 per share, in the same quarter of the prior fiscal year.The loss widened primarily due to its acquisition of New Hampshire-based G5 Infrared, which it bought for $27 million in February. The G5 business specializes in long-range mission-critical detection solutions, focusing on defense, border security, and counter-drone markets.However, the company’s revenue increased to $12.2 million, compared to $8.6 million in the fourth quarter of the previous year. Its revenue was also in line with analyst estimates, according to Fiscal.ai data. Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/LPTH">Lightpath</a> still moved into ‘bullish’ territory, compared with ‘neutral’ a day ago.<figure class="image"><img style="aspect-ratio:793/99;" src="https://news.stocktwits-cdn.com/LPTH_Sept_25_JPG_c348e585ca.webp" alt="LPTH’s Sentiment Meter and Message Volume as of 10:35 p.m. ET on Sept. 25, 2025 | Source: Stocktwits" width="793" height="99"><figcaption>LPTH’s Sentiment Meter and Message Volume as of 10:35 p.m. ET on Sept. 25, 2025 | Source: Stocktwits</figcaption></figure>Lightpath has invested heavily in developing proprietary technologies, including black diamond glass, which is free of germanium, a mineral primarily supplied from China. Beijing slapped export restrictions on the mineral in December last year amid ongoing trade tensions with the U.S.“Our backlog today is around $90 million. That is more than 4x what the backlog was just a few months ago. And with more than 2/3 of this backlog in systems and subsystems,” CEO Sam Rubin said.“Not happy with the margins this [quarter] they just reported, but that's headed higher going forward as they explained and will be profitable starting [in the] second half of next year,” one user said.<stembedurl>https://stocktwits.com/DiscoDave69/message/630059316</stembedurl>The stock has risen over 80% this year. Earlier this month, Lightpath received $8 million in strategic investment from emerging defense industry players Ondas and Unusual Machines.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/trump-shocks-pharma-with-100-tariff-on-imported-drugs-unless-companies-build-in-america/chDVGpjR3I2">Trump Shocks Pharma With 100% Tariff On Imported Drugs Unless Companies Build In America</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, graph on a trader's computer screen, representing the concept of trading financial instruments. (Photo Illustration by Roberto Machado Noa/LightRocket via Getty Images)

Why Did Lightpath Technologies' Stock Fall After-Hours Today?

The infrared solutions provider’s loss widened primarily due to its acquisition of New Hampshire-based G5 Infrared, which it bought for $27 million in February.

Unusual Machines Inc. (UMAC)&nbsp;announced on Wednesday&nbsp;a new investment plan for&nbsp;its&nbsp;U.S. drone treasury strategy. CEO Allan Evans detailed the company’s forward-looking plans in a letter to shareholders.The drone components supplier stated that it intends to maintain sufficient cash reserves for daily operations, while selectively allocating capital to strategic ventures that align with its drone treasury strategy.&nbsp;<a href="https://stocktwits.com/symbol/UMAC">Unusual Machines stock</a> inched higher by 0.2% in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;The initiative, Evans said, is aimed at reinforcing the domestic drone manufacturing ecosystem. The objective is to serve a wide range of drone manufacturers, helping maintain a broad market presence.&nbsp;According to him, this approach gives Unusual Machines investors a way to indirectly participate in the overall U.S. drone sector.Although regulations permit allocating up to 40% of the company’s assets toward such investments, Evans emphasized that Unusual Machines intends to keep actual investment levels significantly below that threshold.“We believe that we have a responsibility to our shareholders to work toward better financial returns from this drone treasury strategy than we could by investing in treasuries or bonds,” Evans&nbsp;wrote.Last week, the company completed its first deal under this new strategy. It participated in an $8 million private investment in public equity (PIPE) funding round for Safe Pro Group (SPAI), alongside strategic partner Ondas Holdings Inc.&nbsp;(ONDS).&nbsp;The&nbsp;company said&nbsp;this move offers financial potential while supporting technologies with critical defense applications, including AI-powered landmine detection tools expected to play a role in post-war Ukraine.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/blackstone-plans-5-billion-expansion-of-spanish-data-center/chsURSpRdky">Blackstone Reportedly Plans $5B Expansion Of Spanish Data Center Site</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Soldiers from a fiber-optic drone unit of the 93rd Brigade test the drones before going to the front lines in Donetsk Oblast, Ukraine.

Unusual Machines Announces New Strategic Drone Treasury Investment Plan

The drone components supplier stated that it intends to maintain sufficient cash reserves for daily operations, while selectively allocating capital to strategic ventures that align with its drone treasury strategy. 

Unusual Machines, Inc. (UMAC) Reports Q2 Loss, Tops Revenue Estimates

Unusual Machines, Inc. (UMAC) delivered earnings and revenue surprises of -357.14% and +0.19%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

UMAC Gears Up to Report Q2 Earnings: What's in the Offing?

Unusual Machines prepares for second-quarter 2025 results, with revenues projected to soar more than 50% y/y on strong U.S. drone market tailwinds.

Cipher Mining Inc. (CIFR) Reports Q2 Loss, Lags Revenue Estimates

Cipher Mining (CIFR) delivered earnings and revenue surprises of 0.00% and -7.20%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

LiveRamp (RAMP) Beats Q1 Earnings and Revenue Estimates

LiveRamp (RAMP) delivered earnings and revenue surprises of +2.33% and +1.93%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

U.S. Transportation Secretary and&nbsp;interim administrator of NASA&nbsp;Sean Duffy announced on Tuesday that the U.S. would be easing some of the restrictions on use to counter China.&nbsp;During a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=iGwZFhUO41U">press conference</a> on ‘Unleashing American Drone Dominance,’ Duffy noted that China controls 90% of the commercial drone market. He blamed U.S. bureaucracy for that and said it "is about to change," as per TheFly.&nbsp;Duffy announced the proposed rule – ‘Beyond Visual Line of Sight Operations’ – stating, “The approval of drone use will be done in a very different way, allowing innovators to change the way industry uses drones.Shares of drone companies such as Red Cat Holdings (RCAT), Ageagle Aerial Systems (UAVS), Unusual Machines (UMAC), and Draganfly (DPRO) jumped after the news.&nbsp;<a href="http://stocktwits.com/symbol/UMAC">Unusual Machines’ stock</a> led the pack, rising more than 11% in midday trade.&nbsp;<a href="http://stocktwits.com/symbol/RCAT">Red Cat’s stock</a> jumped more than 8%, while&nbsp;<a href="http://stocktwits.com/symbol/UAVS">Ageagle’s stock</a> gained as much as 5%.&nbsp;On Stocktwits, retail sentiment around Unusual Machines and Red Cat moved higher but remained in ‘bearish’ territory.&nbsp;Duffy explained that previously, operators would have had to get individual waivers or exemptions to use their drones without a visual line of sight. These were approved on a case-by-case basis, and the process was cumbersome. The new proposed rule would eliminate these requirements for BVLOS operations and expand the use cases for drone technologies, Duffy said.&nbsp;He pointed to DoorDash (DASH) and Amazon (AMZN) deliveries as use cases already being implemented in certain areas, while addressing questions about how this new rule would impact the common man. According to him, drone use can reduce road congestion and lower fuel consumption. “A lot of really good things can happen with this technology, using the airspace in a different way,” Duffy told reporters.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/oklo-stock-jumps-to-record-high-on-trump-backed-nuclear-reactor-on-the-moon/chrLvaGRd2l">Oklo Stock Jumps To Record High On Reported Trump-Backed Push For Nuclear Reactor On The Moon</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Sean Duffy hosts “The Bottom Line with Dagen and Duffy” at Fox Business Network Studios on October 31, 2024 in New York City. (Photo by Steven Ferdman/Getty Images)

Sean Duffy Announces New Drone Rule To Counter China’s 90% Market Share

During a press conference, Duffy blamed U.S. bureaucracy for China’s dominance in the commercial drone market and said it “is about to change.”

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

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Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '25	-$0.02	--	--	N/A
Q2 '25	-$0.08	-$0.32	-326.67%	MISSED
Q1 '25	-$0.12	-$0.21	-75.00%	MISSED
Q4 '24	-$0.12	-$3.26	-2508.00%	MISSED
Q3 '24	--	-$0.30	--	N/A

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