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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is seeing significant discussion and extreme volatility after Novo Nordisk filed a patent infringement lawsuit over its compounded semaglutide products, which Hims has since ceased, with the community sharply divided between concerns over legal and regulatory risks and the belief that the stock is oversold with short-squeeze potential.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as community excitement builds over impending EU approval for its Anktiva therapy and Saudi Arabia's expanding commitment to "all cancers" with IBRX, with many anticipating a significant short squeeze. Investors see the company as deeply undervalued, driven by its innovative immunotherapy's potential for widespread adoption in immune restoration and cancer treatment.

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl is trending after a sharp stock drop driven by a deteriorated financial outlook, unexpected leadership changes, a delayed filing, and an SEC probe into its accounting practices, leading to a community split between those seeing an oversold buying opportunity and others fearing significant financial irregularities.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

monday.com is experiencing a sharp decline after issuing weaker-than-expected guidance and withdrawing long-term targets, intensifying market fears that AI could disrupt its traditional software business model. The community is sharply divided, with some viewing the brutal sell-off as an overreaction given the company's strong cash position and enterprise growth, while others believe AI tools pose a significant threat to the SaaS sector.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending following an 'Overweight' initiation and bullish price target from Morgan Stanley, amplifying the narrative around its strategic pivot to AI and high-performance computing data centers. The community is actively discussing the company's strong power infrastructure and key partnerships, like Google, positioning it favorably amidst booming demand for computing capacity, despite some noting its historical correlation with Bitcoin prices.

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

Transocean Ltd

Transocean ($RIG) is trending as the community reacts to its recent all-stock acquisition of Valaris ($VAL) for $5.8 billion, a deal many see as creating a premier offshore drilling leader poised to capitalize on an emerging multi-year upcycle, though some investors are debating the implications of the merger for share dilution and the combined company's future.

REGENXBIO, Inc. is a clinical-stage biotechnology company, which engages in the development, commercialization, and licensing of recombinant adeno-associated virus gene therapy. Its product candidates include the NAV Technology Platform, which consists of exclusive rights to novel adeno-associated viral vectors, and therapeutic programs such as RGX-314, RGX-202, RGX-121, RGX-111, RGX-181, and RGX-381. The company was founded by Kenneth T. Mills and James M. Wilson on July 16, 2008 and is headquartered in Rockville, MD.

Regenxbio Inc

Regenxbio is facing intense scrutiny and high volatility after a clinical hold was placed on its gene therapies, RGX-111 and RGX-121, due to a patient developing a brain tumor, leading to widespread community speculation about an impending Complete Response Letter for RGX-121's imminent PDUFA decision.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

ON Semiconductor Corp.

ON Semiconductor is trending amidst divided community sentiment surrounding its recent or anticipated earnings, as investors debate whether growth in AI data center and silicon carbide can outweigh ongoing automotive sector weakness and margin pressures. The company's partnership with NVIDIA and a large share repurchase program are key discussion points fueling both bullish and bearish perspectives.

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 a major talking point after reporting losses, though management projected a brighter 2026 with an expiring unfavorable slab contract and active strategic partnership discussions with POSCO. The community is sharply divided, with critics citing past underperformance and a significant post-earnings stock drop, while bulls see the stock as deeply undervalued with strong potential catalysts.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce is experiencing strong bullish momentum driven by significant analyst upgrades and a new widebody aircraft order from Delta Air Lines. The community is eagerly anticipating robust upcoming earnings, with discussion focused on potential dividend increases, substantial share buybacks, and accelerating prospects in its small modular reactor (SMR) business for AI data centers and ongoing defense sector expansion.

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Why Global ETFs Could Surge Amid U.S.-Japan Trade Deal 

As tariff tensions ease and investor sentiment improves, global ETFs like ACWI are poised for a rally. 

What's Powering Global ETFs to New Record Highs?

Stock market selloff likely to continue amid trade policy uncertainty: DB

Investing.com -- The positioning in global equity markets has continued to shift towards a more underweight status, reaching the 26th percentile, according to quant strategists at Deutsche Bank.

Zoom Video Communications, Inc. (<a class="mention" data-mention="$ZM" data-symbol-id="ZM" href="https://stocktwits.com/symbol/ZM" target="_blank">$ZM</a>) shares tumbled over 7% in Tuesday’s premarket trading despite a very solid quarterly report but retail sentiment turned buoyant.The San Jose, California-based company known for its videoconferencing app reported fiscal-year 2025 third-quarter non-GAAP earnings per share (EPS) of $1.38, ahead of the consensus estimate of $1.31 and the year-ago’s $1.29.Quarterly revenue climbed 3.6% year-over-year (YoY) to $1.18 billion versus the $1.16-billion consensus estimate.The results also bettered Zoom Video’s guidance for $1.29-$1.31 in non-GAAP EPS and&nbsp; $1.16 billion-$1.165 billion in revenue.Non-GAAP operating margin came in at 38.9%.The company ended the quarter with $7.7 billion in cash.&nbsp;Among the customer metrics, customers contributing more than $100,000 in trailing 12-month revenue rose 7.1% YoY to 3,995. Its enterprise customers stood at 192,400.&nbsp; The trailing 12-month net dollar expansion rate for enterprise customers was 98%.Online average monthly churn fell 30 basis points to 2.7%.Eric Yuan, Zoom Video founder and CEO, said, "At Zoomtopia we announced major milestones such as AI Companion 2.0 and paid add-ons for AI Companion and industry-specific AI customization, further cementing our vision to deliver a differentiated AI-first work platform that empowers customers to achieve more than ever."Looking ahead, Zoom Video guided fourth-quarter revenue to $1.175 billion-$.1.180 billion and non-GAAP EPS to $1.29-$1.30. Analysts, on average, expect the metrics to come in at $1.17 billion and $1.29, respectively.The company raised its fiscal year 2025 revenue from $4.63 billion-$4.64 billion to $4.656 billion-$4.661 billion, and non-GAAP EPS outlook from $5.29-$5.32 to $5.41-$5.43.The consensus estimates call for revenue of $4.65 billion and non-GAAP EPS of $4.38.Traders on Wall Street apparently did not take kindly to the modest growth the company projected.In premarket trading as of 6:23 am ET, Zoom Video stock fell 7.02% to $82.78. The stock has tacked on about 24% so far this year.Sell-side reactions to Zoom Video’s earnings have largely been positive, with Evercore ISI upgrading the stock from "In-Line" to “"Outperform," and Jefferies upped the price target for the stock from $70 to $85, the Fly <a target="_blank" rel="noopener noreferrer nofollow" href="https://thefly.com/news.php?symbol=ZM">reported.</a>Evercore ISI analysts said the company delivered another "very solid quarter," marked by consistent operational execution and "impressive momentum" across its new product offerings.<figure class="image"><a href="https://stocktwits.com/symbol/ZM"><img style="aspect-ratio:641/145;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/zm_sentiment_d6abc8e517.png" alt="zm-sentiment.png" width="641" height="145"></a><figcaption>ZM sentiment and message volume November 26, 2024, premarket as of 6:23 am ET | Source:&nbsp;Stocktwits</figcaption></figure>On Stocktwits, retail sentiment was "extremely bullish," (91/100), with message volume spiking to "extremely high."Some on the platform said the stock is worth accumulating even if it pulls back to the $80 area.&nbsp;<stembedurl>https://stocktwits.com/StockPlaza/message/594089548</stembedurl>A poll of Stocktwits platform users showed that a singularity of respondents (46%) voted that Zoom Video’s AI initiatives and share buybacks were enough to reignite growth.For updates and corrections email <a target="_blank" rel="noopener noreferrer nofollow" href="mailto:newsroom@stocktwits.com">newsroom@stocktwits.com</a>&nbsp;Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/enet-healthcare-stock-in-focus-after-wells-downgrade/cJIfsyiRgY">Tenet Healthcare Stock In Focus After Analyst Downgrade: Retail Cautious</a>

Zoom Video's user metrics improved YoY, with online average monthly churn down 30 bps to 2.7%.

Zoom Video Stock Slumps Despite Beat-and-Raise Q3 But Retail Stays Connected

Zoom Video has impressed Wall Street analysts with a "very solid" quarter.

Equity

Zoom Video Communications, Inc. (<a class="mention" data-mention="$ZM" data-symbol-id="ZM" href="https://stocktwits.com/symbol/ZM" target="_blank">$ZM</a>), which shot to prominence as a COVID-19 play, is scheduled to report its fiscal year 2025 third-quarter results after the market closes on Monday. The stock has gained 19.43% for the year, underperforming the S&amp;P 500 Index, which is up over 25%.San Jose, California-based Zoom Video, a communication technology company known for its videoconferencing app,&nbsp; is widely expected to report non-GAAP earnings per share (EPS) of $1.31, higher than the year-ago’s $1.29, and revenue of $1.16 billion, up 2.40% year-over-year (YoY).In late-August, the company guided to non-GAAP EPS of $1.29-$1.31 and revenue to $1.16 billion-$1.165 billion.&nbsp;At the Zoomtopia 2024 held in early October, the company announced its new AI-first&nbsp;&nbsp;platform innovations. These include the Zoom AI Companion 2.0, a new add-on option to customize and personalize AI Companion, Zoom Tasks to help users take action across Zoom Workplace, and enhanced employee and customer experience innovations underpinned by cutting-edge AI.During the quarter, the company named Michelle Chang as its CFO, replacing Kelly Steckelberg. It also announced the launch of Zoom Phone in India.Earlier this month, Morgan Stanley upped the price target for Zoom Video shares from $68 to $86, the Fly&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://thefly.com/news.php?symbol=ZM">reported.</a> The firm has an Equal-weight rating on Zoom Video shares.Analysts at the firm see a modest topline upside, driven by enterprise, and a more meaningful operating margin and EPS beat due to operating expenditure discipline and continued share repurchases.&nbsp;The third quarter may not be a "re-rating catalyst" due to the intra-quarter improvement in sentiment, the firm said, adding that it is "constructive" on the setup for the fiscal year 2026.Zoom Video’s guidance for the fiscal year 2025 currently stands at $5.29 per share in earnings and $4.63 billion-$4.64 billion in revenue.&nbsp;<figure class="image"><a href="https://stocktwits.com/symbol/ZM"><img style="aspect-ratio:635/135;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/zm_sentiment_f263502409.png" alt="zm-sentiment.png" width="635" height="135"></a><figcaption>ZM sentiment and message volume November 25, 2024, as of 12:02 am ET | Source:&nbsp;Stocktwits</figcaption></figure>On Stocktwits, sentiment toward Zoom Video stock stayed ‘bullish’ (66/100), accompanied by ‘high’ message volume.&nbsp;The retail crowd sees the stock as undervalued.<stembedurl>https://stocktwits.com/Bankemoon/message/593925641</stembedurl>Zoom Video shares climbed 5.76% on Friday and added another 1.53% in the after-hours session.&nbsp;For updates and corrections email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/agilent-to-report-q4-2024-results-monday/cJIfcSLRgJ">Agilent To Report Q4 Results Monday: Retail Sentiment Downbeat</a>

Zoom Video shares have gained nearly 25% during the third quarter.

Zoom Video’s Q3 Results In Spotlight Following Stock’s Stellar Run: Retail Upbeat

 Morgan Stanley said it is “constructive” on the setup for the fiscal year 2026 but does not see the third quarter as a ‘re-rating catalyst.”

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