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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 is trending as Warner Bros. Discovery evaluates a superior all-cash offer from Paramount Skydance, forcing Netflix to decide whether to escalate its own bid or accept a significant breakup fee; community sentiment heavily favors Netflix walking away from the deal, believing it would be beneficial for the stock amidst mounting acquisition and political scrutiny.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending after reporting strong earnings, achieving positive GAAP net income, and raising future guidance, highlighting consistent growth and strategic AI integration. Despite this positive news, the community reflects frustration as the stock's immediate market reaction appears impacted by broader software sector pressures and AI-related concerns, obscuring its fundamental strengths and proprietary data moat.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group Inc. is a major talking point after its recent Q4 earnings reported impressive revenue growth and increased vehicle deliveries, but also revealed wider-than-expected losses and substantial cash burn, leading to recent workforce reductions and sparking community debate over the company's path to profitability amid significant dilution concerns.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday shares are trending sharply lower after providing weaker-than-anticipated fiscal year 2027 subscription revenue guidance, which fuels broader investor concerns about decelerating growth and AI's impact on the enterprise software sector. The community is actively debating whether this represents a significant dip-buying opportunity or signals further challenges for traditional software models.

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

Warner Bros. Discovery is trending as its board determined Paramount Skydance's revised $31/share all-cash offer could be a "superior proposal" to Netflix's variable bid, sparking community debate over shareholder value, debt implications, and regulatory hurdles while anticipating Netflix's counter-offer.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is actively discussed following its Q4 earnings, which revealed declining revenue and widening losses, tempered by the unveiling of a 10 kW DC-DC power platform for next-gen AI data centers and a new foundry partnership. The community remains divided, weighing the immense potential of its GaN and SiC technology for the energy-intensive AI sector against ongoing concerns about its valuation and the crucial absence of definitive, revenue-generating contracts.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending as reports surface that Stripe is exploring an acquisition of all or parts of the company, igniting community speculation about a potential bidding war and fair valuation amid discussions of the payments giant's significant cash flow and recent stock slump.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending following its recent earnings report, which highlighted robust revenue growth and restaurant expansion, accompanied by management's positive outlook on customer engagement. However, community discussion is sharply divided between those celebrating the company's growth trajectory and others expressing significant concerns over its high valuation metrics and moderated same-restaurant sales performance.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibre is actively discussed after its recent earnings revealed robust revenue growth across its e-commerce and fintech segments, igniting a community debate on whether current margin compression reflects a strategic market share expansion or unsustainable spending.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is trending amid mixed reactions to its latest financial results, showcasing robust revenue growth and record contract value in its AI-driven precision oncology platform, yet some community members are debating its forward growth projections and current valuation. The stock is a focal point for discussions on institutional accumulation and its long-term potential in healthcare AI.

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IDGT, WCBR, UTES, BDRY, MKOR & RING led last week's ETF gains as AI rotation, Japan optimism, shipping strength and defensive demand drove standout performance.

Best-Performing ETFs of Last Week 

<ul class="summary-bullets"><li>Over a two-day span, Erayak said shipments of key portable generator models neared 1,000 units.</li><li>The company attributes this demand spike to heightened consumer readiness during severe winter storms.</li><li>The surge has tightened certain U.S. inventory levels, the company stated.</li></ul>Erayak Power Solution (RAYA) on Friday reported a sharp uptick in demand for its portable inverter generators amid extreme winter weather impacting the U.S. East Coast.Beginning around January 20, the company noted a surge in orders across its e-commerce channels as customers prepared for possible power outages.&nbsp;<h2 class="st-heading-2">Sales Driven By Winter Storms</h2>Daily sales of Erayak's compact, quiet inverter generators jumped more than 20-fold compared to prior weeks. Over a two-day span, shipments of key portable generator models neared 1,000 units.&nbsp;The company attributes this demand spike to heightened consumer readiness during severe winter storms and concerns over electricity reliability. According to a Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/us-news/natural-gas-prices-arctic-blast-6542d0a8">report</a>, energy markets are especially worried about southern states, where unusually cold weather could freeze some of the country’s busiest oil and gas fields and cause major problems for the electricity grid.Following the update,&nbsp;<a href="https://stocktwits.com/symbol/RAYA">Erayak Power stock</a> traded over 42% higher in Friday’s premarket.&nbsp;On Stocktwits, retail sentiment for the stock jumped to ‘extremely bullish’ territory amid ‘extremely high’ message volumes.&nbsp;<h2 class="st-heading-2">Inventory Challenges And New Products&nbsp;</h2>The surge has tightened certain U.S. inventory levels. Erayak is working closely with its supply chain to boost production and prioritize incoming shipments.Looking forward, Erayak plans to roll out additional home emergency power products in the first quarter of 2026. Upcoming offerings include gasoline inverter generators ranging from roughly 4 kW to 13 kW, along with multi-fuel generator models.<blockquote>"Since formally expanding into the U.S. market in 2024, we have been encouraged by the strong market response to Erayak products across U.S. e-commerce channels. During 2025, these channels demonstrated meaningful sales momentum, providing clear validation of customer demand patterns and product-market fit in the U.S.”-Lingyi Kong, CEO and Chairman, Erayak</blockquote>As U.S. sales channels mature, the company is exploring adjacent product categories related to power-dependent home and outdoor equipment.RAYA stock has declined by 99% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bond-king-bill-gross-warns-stockmarket-rally-needs-new-fuel-to-keep-going/cmyRPSOR4g4">Bond King Bill Gross Reportedly Warns Stockmarket Rally Needs New Fuel To Keep Going</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Erayak Power Solution Group logo is seen displayed on a smartphone screen.

Why Did RAYA Stock Surge Over 42% Pre-Market Today? 

Daily sales of Erayak's compact, quiet inverter generators jumped more than 20-fold compared to prior weeks.

Equity

Daily sales of Erayak's compact, quiet inverter generators jumped more than 20-fold compared to prior weeks.


<ul class="summary-bullets"><li>The pact aims to support existing reactors and to add additional clean generation to serve Meta’s regional electricity requirements.</li><li>The energy Meta is buying includes roughly 2,176 MW from the existing Perry and Davis-Besse nuclear stations in Ohio.&nbsp;</li><li>Vistra anticipates that the initial output under the long-term contracts will begin flowing to the grid in late 2026.&nbsp;</li></ul>Vistra (VST) and Meta Platforms (META) announced on Friday that they have finalized long-term energy agreements that will channel a considerable amount of low-carbon nuclear power into the PJM grid.&nbsp;The pact aims to support existing reactors and to add additional clean generation to serve Meta’s regional electricity requirements starting later this decade.The PJM region refers to a vast, connected electricity system run by PJM Interconnection, a nonprofit organization that manages power transmission.<h2 class="st-heading-2">Agreement Details And Scale</h2>Under the contracts, Vistra will supply more than 2,600 megawatts of carbon-free electricity through power purchase agreements spanning two decades to back Meta’s data center operations.The commitments mix output from three operating plants with expanded capacity made possible by planned uprates at those facilities.Following the agreement,&nbsp;<a href="https://stocktwits.com/symbol/VST">Vistra stock</a> jumped over 11% higher in Friday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.<h2 class="st-heading-2">Breakdown Of Nuclear Supply</h2>The energy Meta is buying includes roughly 2,176 MW from the existing Perry and Davis-Besse nuclear stations in Ohio. Another 433 MW will come from planned equipment enhancements at Perry, Davis-Besse and the Beaver Valley plant in Pennsylvania that will raise generation capacity.&nbsp;Vistra anticipates that the initial output under the long-term contracts will begin flowing to the grid in late 2026. Additional increased capacity is expected to come online incrementally through 2034.<h2 class="st-heading-2">Meta’s AI Bet</h2>Along with Vistra, Meta also signed a similar power&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-oklo-stock-surged-premarket-today-meta-deal/cmU2fX3R4dI">agreement&nbsp;</a>with Oklo (OKLO) and TerraPower, signaling the importance of powering its AI ambitions.&nbsp;<blockquote>"At Meta, we are investing in nuclear energy because it provides clean, reliable power that is essential for advancing our AI ambitions and strengthening American leadership in energy innovation.”-Urvi Parekh, Head of Global Energy, Meta</blockquote>On Thursday, Cantor raised its price target on Meta Platforms to $750 from $720 and kept an Overweight rating, according to TheFly. The firm said that even amid economic uncertainty, it sees a brighter outlook for major internet companies heading into 2026, driven by artificial intelligence that is boosting growth and returns.&nbsp;VST stock has declined by over 9% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/inmd-stock-draws-investor-attention-on-q4-financial-update/cmU2fuWR4d7">INMD Stock Draws Investor Attention On Q4 Financial Update</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this aerial view, the shuttered Three Mile Island nuclear power plant stands in the middle of the Susquehanna River.

Why Did Vistra Stock Surge 11% Pre-Market Today? 

Under the contracts, Vistra will supply more than 2,600 megawatts of carbon-free electricity through power purchase agreements spanning two decades to back Meta’s data center operations.

How Rising AI Power Demand Is Fueling Utility ETFs

We spotlight Utility ETFs that are beating the S&P 500.

Utility ETFs in the Spotlight as Q3 Earnings Season Kicks Off

AI-driven power demand and solid Q3 earnings from utilities like FE put ETFs such as XLU, VPU and IDU in focus.  

Utilities Witness Longest Win Streak Since 2009: ETFs to Play

Utilities ETFs like UTES, FXU and FUTY soared in July as the sector recorded its strongest streak since 2009.


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