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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 (IBRX) is trending due to exceptionally high short interest fueling intense short squeeze speculation, amplified by recent global regulatory approvals for its Anktiva cancer treatment. The community is rallying behind Dr. Patrick Soon-Shiong's vision for a potential chemo-free cancer solution, actively discussing the drug's expanding market potential and the increasing pressure on short sellers.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical (DRTS) is surging following its Japan PMDA marketing approval for Alpha DaRT and encouraging clinical updates for a second Glioblastoma (GBM) patient. The community is highly bullish, anticipating a significant breakout as institutional interest grows and the company transitions to global commercialization of its physics-based 'universal killer' cancer treatment.

DHT Holdings, Inc. engages in the operation of a fleet of crude oil tankers. It operates through its integrated management companies in Monaco, Singapore, and Oslo, Norway. The company was founded in 2005 and is headquartered in Hamilton, Bermuda.

DHT Holdings Inc

DHT Holdings is trending as a pure-play VLCC tanker company capitalizing on global tariffs and geopolitical tensions that are extending oil shipping routes and tightening vessel supply, leading to skyrocketing charter rates. The community is highly bullish, viewing it as a "dividend monster" with a 100% net income payout policy, expecting significant future payouts.

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 is trending following its Q4 earnings, which revealed a wider-than-expected loss despite revenue beating estimates, alongside news of a 12% workforce reduction and concerns over future share dilution. The community is heavily discussing the company's high cash burn, its challenging path to profitability, and the lack of a permanent CEO, while some optimists point to revenue growth and institutional investor interest as potential positives.

HP Inc. is an information technology company, which engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.

HP Inc

HPQ is actively trending as its CEO's departure to PayPal compounds investor concern over recent weak guidance and rising memory costs, yet a strong contingent of the community sees deep value in its dividend yield and long-term AI PC potential at current depressed levels.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending as community discussion explodes following Donald Trump's State of the Union address, with supporters hailing his speech while critics accuse him of delivering a 'clown show' full of lies, alongside renewed chatter around tariffs and ongoing Epstein claims.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Record-high short interest is fueling community speculation of an imminent squeeze for RUM, with investors highlighting Tether's increasing ownership and substantial financial commitments for advertising and AI cloud services following the Northern Data acquisition.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors anticipate its upcoming earnings, driven by robust community discussion around the company's pivotal role in surging AI server demand and the broader AI infrastructure buildout. However, sentiment is mixed due to ongoing concerns about PC business weakness and rising memory costs, intensified by analyst downgrades that some market participants view as manipulative.

Volatility Shares Trust - 2x Long VIX Futures ETF

Volatility Shares 2x Long VIX Futures ETF

UVIX is trending as the community keenly watches escalating tensions surrounding a potential conflict with Iran, driving speculation for a significant surge in market volatility. While many traders are positioning for an upside move, a strong counter-narrative highlights the ETF's inherent decay and the historical tendency of volatility spikes to fade quickly.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Tempe, AZ.

First Solar Inc

First Solar is seeing a significant pullback following 2026 sales guidance that underwhelmed analyst expectations, driven by concerns over tariffs and policy uncertainty. While many are expressing disappointment and shorting the stock, a segment of the community views the dip as a buying opportunity, citing FSLR's robust U.S. manufacturing and the burgeoning energy demand from AI data centers as long-term tailwinds.

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Best-Performing Leveraged ETFs of Last Week 

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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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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