SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

Applied Digital Corporation

Applied Digital is trending as investors react to a significant new 15-year lease agreement with a major hyperscaler that expands the company's contracted revenue backlog to over $23 billion. The community is actively debating the identity of the unconfirmed tenant while celebrating this validation of the company's AI infrastructure strategy and pressuring short sellers to cover their positions.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing intense volatility following an earnings release that combined a profit beat with a significant increase in capital expenditure, alongside management's admission that older vehicle models lack the hardware for full autonomy. The community remains deeply divided, with bulls pointing to long-term AI and robotics potential, while bears are expressing skepticism over slowing growth and concerns about potential dilution.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer (SMCI) is trending as investors weigh conflicting sentiments regarding its AI market dominance and ongoing regulatory and governance scrutiny. While the community is actively debating the credibility of reports concerning contract cancellations and potential internal investigations, many bulls are dismissing the volatility as short-term noise and are focusing on potential earnings momentum as a primary catalyst.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is trending as momentum builds around speculation that the administration is preparing to reclassify marijuana to a less-dangerous drug category. The community is actively debating the potential impact of this regulatory tailwind on long-term valuations, while many traders are closely watching for official confirmation to sustain current bullish momentum.

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF is surging as the community anticipates potential federal reclassification of marijuana from Schedule I to Schedule III, following recent DOJ actions and the Trump administration's commitment to expedited reform. Investors are actively debating the impact of removing punitive tax burdens while navigating volatile trading activity on a symbolic day for the sector.

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 facing volatility as traders react to reports of Amazon launching a GLP-1 weight-loss program, which has sparked intense community debate over whether this represents a legitimate threat or recycled competitive noise. Despite the dip, many investors are dismissing the news as a familiar scare tactic, actively using the price drop as an opportunity to accumulate shares while betting on a continued short squeeze.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is seeing significant volatility as investors weigh the company's recent Eagle Line production milestones and expansion into defense and AI data center sectors against concerns regarding commercial scalability and insider selling. The community is sharply divided, with bulls pointing to new OEM partnerships and potential long-term technological dominance, while bears highlight persistent net losses, ongoing share dilution, and the absence of a proven path to high-volume revenue.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is seeing intense volatility and renewed bullish momentum as investors track the company's progress on its Aurora microreactor amid a broader surge in demand for nuclear energy to power AI data centers. The community is focused on recent board expansions, the company's participation in federal space nuclear initiatives, and the long-term potential for its advanced fuel recycling technology as critical catalysts for the stock's recovery.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is seeing significant volatility as investors react to mixed forward guidance, specifically margin pressures and geopolitical headwinds, despite the company delivering strong top-line growth and beating quarterly estimates. The community is sharply divided, with bulls viewing the sell-off as an irrational overreaction to stable business fundamentals and high AI momentum, while bears argue that heightened competition and valuation resets are forcing a long-term re-rating of the entire SaaS sector.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

American Airlines is seeing heavy volatility as investors weigh the dual pressures of soaring jet fuel costs linked to ongoing geopolitical instability in the Middle East against renewed M&A speculation that has since been dismissed by company management. The community is actively debating whether current price levels represent a deep-value opportunity or a precursor to further financial distress, with many focusing on how the airline will manage its high debt load and constrained margins in a challenged travel environment.

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<ul class="summary-bullets"><li>The company stated in a post on X that it will offer $420.69 in cash for Xbox or PlayStation 5 gaming consoles, with the offer valid from April 20 to 22.</li><li>“The Big Short” investor Michael Burry disclosed earlier this month that he had increased his stake in GameStop.</li><li>GameStop CEO Ryan Cohen stated in a January interview with CNBC that the company is eyeing a “very big” deal that could make GameStop worth hundreds of billions of dollars.</li></ul>Shares of GameStop Corp. (GME) rose 5% on Wednesday morning and were on track for their best intraday gains in nearly 10 weeks.GameStop’s shares are currently trading above the stock’s 50-day and 100-day moving averages.<figure class="image"><img src="https://news.stocktwits-cdn.com/GME_jpg_0c6723d61a.webp" alt="GameStop 50 and 100 DMA" width="1377" height="880"><figcaption>Source: TradingView</figcaption></figure>GameStop’s recent surge comes in the backdrop of the company launching a three-day console trade-in offer. The company stated in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/gamestop/status/2046602979772674488">post</a> on X that it will offer $420.69 in cash for Xbox or PlayStation 5 gaming consoles, with the offer valid from April 20 to 22.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits&nbsp;<a href="https://stocktwits.com/symbol/GME">GameStop</a> trended in the ‘bullish’ territory, with message volumes at ‘high’ levels. GME was among the top trending tickers on the platform at the time of writing.One bullish user on the platform stated that they’re still waiting for news of the acquisition.<stembedurl>https://stocktwits.com/jackdarippah/message/651016311</stembedurl>Another user wondered how long it would take for GameStop’s cash on hand to exceed its market capitalization.<stembedurl>https://stocktwits.com/emptytank/message/651006854</stembedurl>GameStop reported during its fourth-quarter (Q4) results that its cash reserves and short-term investments stood at $9.01 billion at the end of January 2026<h2 class="st-heading-2">Burry Increases GameStop Stake</h2>“The Big Short” investor Michael Burry disclosed earlier this month that he had increased his stake in GameStop.“In a market crash, I believe Ryan could move fast to deploy cash, which would be a catalyst, and I do not see much downside from here, as described in Final Stop GameStop. Corporate governance is as good as it gets if one is ok with a benign dictator,” Burry stated in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://michaeljburry.substack.com/p/trading-post-april-10-2026">post</a> on Substack.This comes after Burry announced in January that he had been buying GameStop shares as a long-term investment.<h2 class="st-heading-2">GameStop CEO Cohen Eyes A ‘Very Big’ Deal</h2>GameStop CEO Ryan Cohen stated in a January interview&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/30/gamestop-ceo-ryan-cohen-targets-consumer-mega-deal.html">with</a> CNBC that the company is eyeing a “very big” deal that could make GameStop worth hundreds of billions of dollars. GameStop’s current market capitalization is around $11.5 billion.“It’s transformational. Not just for GameStop, but ultimately, within the capital markets … this is something that really has never been done before within the history of the capital markets,” Cohen said.During its fourth-quarter (Q4) earnings in March this year, GameStop did not address Cohen’s comments, nor did it state if an acquisition or a deal is currently under consideration.<h2 class="st-heading-2">GameStop’s Mixed Q4</h2>GameStop reported earnings per share (EPS) of $0.49 on revenue of $1.1 billion. Wall Street estimated an EPS of $0.37 on revenue of $1.47 billion, according to Fiscal.ai data.GameStop is expected to report EPS of $0.12 in the first quarter (Q1) on revenue of $700 million, according to Fiscal.ai data.<a href="https://stocktwits.com/symbol/GME">GME stock</a> is up 27% year-to-date, but down 8% over the past 12 months. The iShares Core S&amp;P Mid-Cap ETF (IJH) is up 32% over the past 12 months, while the Vanguard Total Stock Market Index Fund ETF (VTI) is up 35%.The Vanguard Small-Cap Index Fund ETF (VB) is up 37% during this period, while the Vanguard Small-Cap Value Index Fund ETF (VBR) is up 33%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-8-gen-tpu-new-ai-agents-take-on-nvidia-openai-anthropic/cZBBtyDReGu">Google Announces 8th Gen TPU, New AI Agents As It Looks To Take On Nvidia, OpenAI, And Anthropic</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The GameStop logo is being displayed on a smartphone with GameStop visible in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

GME Stock On Track For Best Intraday Gains In 10 Weeks — Why Are Retail Traders Excited?

GameStop’s recent surge comes in the backdrop of the company launching a three-day console trade-in offer.

Equity

<ul class="summary-bullets"><li>Rivian is slated to start deliveries of the R2 this spring.</li><li>The R2, whose entry level variant is expected to start at around $45,000, is expected to compete against Tesla’s best-selling Model Y SUV in the mass market EV segment.</li><li>While the midsize SUV will initially be manufactured at Normal, Rivian expects its upcoming Georgia facility to provide additional capacity in time.</li></ul> EV maker Rivian Automotive (RIVN) has reportedly begun production of its R2 SUV at its factory in Illinois — a move expected to propel sales volume, with deliveries starting in spring.Shares of the company traded 5% higher at the time of writing.Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/rivian-starts-production-r2-suvs-deliveries-expected-later-this-spring-2026-04-22/">reported</a> on Wednesday, citing Rivian CFO Claire McDonough, that the company has encouraging reservation numbers for the R2 product. &nbsp;"We'll start to invite customers to begin to configure their vehicles in the June time frame. So, ​we'll have better visibility at that point," the CFO reportedly said, while adding that R2 will cost the company less than half as much as its flagship R1 vehicle once production scales in 2027.However, initially, R2 will weigh on margins before aiding them, she added. The company is also watching out for its supply chain to spot any disruptions early, COO Javier Varela told Reuters. Rivian is looking to deliver about 22,000 to 23,000 of its new vehicle model this year.<h2 class="st-heading-2">Recent Setback</h2>The clarification from the company comes on the heels of media reports that a recent tornado damaged part of the company’s factory in Normal, Illinois.CEO RJ Scaringe reportedly told employees in a message on Sunday that a tornado touched down on the plant, impacting areas which were being used for parts storage and logistics for Rivian’s upcoming R2 SUV. &nbsp;<h2 class="st-heading-2">Upcoming R2</h2>Deliveries of the smaller, more affordable R2 midsize SUV at the plant is slated to start in Spring this year.The R2, whose entry level variant is expected to start at around $45,000, is expected to compete against Tesla’s best-selling Model Y SUV in the mass market EV segment. However, the company will start deliveries with the more premium Performance variant with a launch package which will have a starting price of $57,990. The entry level variant is slated to arrive only in late 2027.Rivian’s current lineup, including its R1T truck and R1S SUV, cater to a more premium customer base with a starting price of over $70,000.While the midsize SUV will initially be manufactured at Normal, Rivian expects its upcoming Georgia facility to provide additional capacity in time.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around RIVN stock rose from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volume remained at ‘normal’ levels.A Stocktwits user expressed optimism, noting that they put down a reservation for R2 two years back.<stembedurl>https://www.stocktwits.com/minimalist/message/651024964</stembedurl>Another opined that the new and upcoming midsize vehicle will provide Rivian with a larger total addressable market provided that the market for more premium cars is “too small” to have any real value on the stock.<stembedurl>https://www.stocktwits.com/BlueTegu/message/651019512</stembedurl><a href="https://stocktwits.com/symbol/RIVN">RIVN stock</a> has gained 58% over the past 12 months.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/nio-gives-its-model-nemesis-lidar-vision-wallet-friendly-price-tag-unchanged/cZBIxJ6RI6N">NIO Gives Its Model Y Nemesis LiDAR Vision — Wallet-Friendly Price Tag Unchanged</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Rivian Automotive LLC logo of an electric vehicle automaker is seen on a smartphone screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

RIVN Stock Defies Tornado Setback With R2 Production Kickstart

Initially, Rivian’s R2 will weigh on margins before aiding them, CFO Claire McDonough told Reuters, while adding that production of the vehicle has commenced at Normal. 

<ul class="summary-bullets"><li>Uber now intends to purchase at least 35,000 Lucid vehicles for use as robotaxis on its platform and committed to an additional $200 million investment in the EV maker, taking its total investment up to $500 million.&nbsp;</li><li>Under the revamped partnership, Uber plans to purchase both Gravity SUVs and vehicles based on Lucid’s upcoming, smaller midsize platform.</li><li>Uber currently owns nearly 37.8 million shares of Lucid.</li></ul>Shares of Lucid Group Inc (LCID) edged up 2% after hours after ride-hailing giant Uber Technologies (UBER) revealed that it now has a 11.5% stake in the EV maker.The revision in holdings follows an expansion of the agreement between Uber and Lucid to deploy the latter’s electric vehicles as robotaxis on the Uber platform.<h2 class="st-heading-2">Revised Partnership</h2>The <a href="https://stocktwits.com/news-articles/markets/equity/lucid-bets-big-on-uber-fleet-but-gm-cadillac-is-attracting-real-buyers/cZJUIctRIx5">expanded partnership</a> was announced earlier this month. Uber now intends to purchase at least 35,000 Lucid vehicles for use as robotaxis on its platform and committed to an additional $200 million investment in the EV maker, taking its total investment up to $500 million.Uber and Lucid first inked a partnership in July 2025 to deploy at least 20,000 of the latter's Gravity SUVs on Uber by integrating it with California-based startup Nuro Inc’s autonomous driving system. Lucid completed delivery of the test vehicles under the deal in February.However, under the revamped partnership, Uber plans to purchase both Gravity SUVs and vehicles based on Lucid’s upcoming, smaller midsize platform.Uber currently owns nearly 37.8 million shares of Lucid. However, the dominant stakeholder at the company is the Public Investment Fund (PIF) of Saudi Arabia, which held over 54% of the company’s outstanding shares as of 2025-end, according to data from Fiscal AI.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around LCID stock stayed within the ‘extremely bullish’ territory over the past 24 hours while message volume remained at ‘extremely high’ levels.Meanwhile, sentiment around UBER trended in ‘neutral’ territory coupled with ‘high’ message volume.A Stocktwits user noted that Uber and PIF now cumulatively own a significant stake in the company.<stembedurl>https://www.stocktwits.com/Stratsys/message/650825601</stembedurl>Another user speculated that Uber might take the company private.<stembedurl>https://www.stocktwits.com/aurevissu/message/650781058</stembedurl>Yet another opined that Lucid is ahead of its rival Rivian Automotive (RIVN) in terms of its respective agreements with Uber.<stembedurl>https://www.stocktwits.com/Eclipse01/message/650829718</stembedurl>While <a href="https://stocktwits.com/symbol/LCID">LCID stock</a> has lost about 71% over the past 12 months, <a href="https://stocktwits.com/symbol/UBER">UBER stock</a> gained 6%.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-dips-on-failed-bluebird-deployment-but-bofa-says-business-thesis-intact/cZBdAkURIzt">ASTS Stock Dips on Failed BlueBird Deployment But BofA Says Business Thesis Intact</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Lucid Group, Inc. is displayed on a smartphone screen, with a stock market chart in the background, on May 4, 2025. (Photo illustration by Cheng Xin/Getty Images)

LCID Stock Pops After Hours As Uber Loads Up On More Shares 

The revision in holdings follows an expansion of the agreement between Uber and Lucid to deploy the latter’s electric vehicles as robotaxis on the Uber platform. 

<ul class="summary-bullets"><li>AST said on Sunday that its BlueBird 7 satellite, one of the many planned for its space-based cellular broadband network, was placed into a lower than planned orbit.</li><li>Clear Street, meanwhile, lowered the firm's price target on AST SpaceMobile to $115 from $137 and kept a ‘Buy’ rating on the shares following the incident.</li><li>According to data from Koyfin, the 12-month average price target on ASTS is $86.40, representing a potential upside of about 7% from last close.</li></ul> Shares of AST SpaceMobile Inc (ASTS) fell 5% on Monday but edged up 1% after hours on the heels of Wall Street dismissing concerns about Blue Origin's flagship New Glenn rocket failing to place one of its satellites into the intended orbit.The company said on Sunday that its BlueBird 7 satellite, one of the many planned for its space-based cellular broadband network, was placed into a lower than planned orbit. The altitude is too low to sustain operations and hence the satellite will be deorbited, the company said, while adding that the cost of the satellite will be recovered under the company’s insurance policy.AST further added that now it continues to target about 45 satellites in orbit by 2026-end. &nbsp;<h2 class="st-heading-2">Wall Street Weighs In</h2>BofA analyst Michael Funk said on Monday that the failure to successfully place BlueBird 7 in planned orbit on April 19th is a “negative shock,” but does not fundamentally change AST SpaceMobile's business.The firm, however, sees risk to AST SpaceMobile meeting its revised target of approximately 45 satellites in orbit by the end of 2026. The company has plans to stack future launches with multiple satellites and expects BlueBird 8 to 10 to be ready to ship in approximately 30 days. Assuming launches every 1-2 months and average satellites stacked per launch of 5.5, this would leave a shortfall of about 7 satellites, the analyst said. The firm has a ‘Neutral’ rating on the shares with a price target of $100.Clear Street, meanwhile, lowered the firm's price target on AST SpaceMobile to $115 from $137 and kept a ‘Buy’ rating on the shares. Like BofA, Clear Street also anticipates delays to AST's 45 to 60 satellite target by year-end 2026.According to data from Koyfin, three of the 10 analysts covering ASTS rate it ‘Buy’ while five rate it ‘Hold’ and two rate it ‘Strong Sell.’ The 12-month average price target on the stock is $86.40, representing a potential upside of about 7% from last close.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around ASTS stock stayed within ‘extremely bullish’ territory over the past 24 hours, while message volume remained at ‘extremely high’ levels.A Stocktwits user pressed the blame on Blue Origin for the failed satellite deployment, adding that AST is “beyond competence”<stembedurl>https://www.stocktwits.com/atmoslab/message/650760112</stembedurl>Another optimistic user called the failed satellite deployment as the best publicity the company could get.<stembedurl>https://www.stocktwits.com/JDF5/message/650828406</stembedurl><a href="https://stocktwits.com/symbol/ASTS">ASTS stock</a> has nearly quadrupled over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/amzn-stock-rallies-after-hours-on-anthropics-100-billion-aws-purchase-commitment/cZBdofzRIzs">Amazon Going Skynet? AMZN Stock Rallies After Hours On Anthropic’s $100B AWS Purchase Commitment</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the AST SpaceMobile (Space Mobile) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

ASTS Stock Dips On Failed BlueBird Deployment But BofA Says Business Thesis Intact  

BofA, however, sees risk to AST SpaceMobile meeting its revised target of approximately 45 satellites in orbit by the end of 2026.

<ul class="summary-bullets"><li>Goncalves praised the Trump administration’s trade enforcement policy, stating that it is “working exactly as intended.”</li><li>He also urged the Canadian government to further heighten its defenses for the steel industry to achieve “Fortress North America” in the U.S. and its northern neighbor.</li><li>Goncalves stated that Cleveland-Cliffs expects to generate positive free cash flow in the second quarter.</li></ul>Cleveland-Cliffs Inc. (CLF) CEO Lourenco Goncalves said on Monday that the ongoing disruption in the Middle East due to the Iran war has strengthened the company’s competitive position.The Iran war, which began with joint strikes led by the U.S. and Israel, is now in its eighth week, with the hostilities currently at a low due to a temporary ceasefire that is set to expire this week.“Ongoing disruption in the Middle East has made Cliffs' competitive position stronger and underscores why global steel producers want to partner with Cleveland-Cliffs,” Goncalves said, as the company reported its first-quarter (Q1) results.Cleveland-Cliffs reported an adjusted net loss of $0.4 per share on revenue of $4.9 billion. Wall Street analysts expected the company to report an adjusted net loss of $0.42 per share on revenue of $4.8 billion, according to Fiscal.ai data.<a href="https://stocktwits.com/symbol/CLF">Cleveland-Cliffs</a> shares were up more than 2% in Monday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory at the time of writing.<h2 class="st-heading-2">Goncalves Calls For Achieving ‘Fortress North America’</h2>Goncalves called for increased measures to protect the steel industries in the U.S. and Canada.While noting that steel imports into the U.S. have fallen to their lowest levels since the Great Financial Crisis in 2008, Goncalves praised the Trump administration’s trade enforcement policy, stating that it is “working exactly as intended.”“Recent actions related to derivative products have brought needed clarity to the market, supporting manufacturing in the United States and creating new jobs for American workers,” he added.Goncalves urged the Canadian government to further heighten its defenses for the steel industry to achieve “Fortress North America” in the U.S. and its northern neighbor.“At this point we feel encouraged by the level of understanding demonstrated by key Canadian officials to the urgency of resolving the problem and preserving Canadian jobs currently at risk,” he said.<h2 class="st-heading-2">Cleveland-Cliffs Flags $80M Hit Due To Energy Price Spike</h2>Cleveland-Cliffs reported an $80 million hit due to a spike in energy prices because of cold weather during Q1. Goncalves added that the company experienced short-term headwinds, such as price-realization lags and energy prices, during the quarter, but expects improvements in subsequent quarters.He also stated that Cleveland-Cliffs expects to generate positive free cash flow in the second quarter.Cleveland-Cliffs reiterated its steel shipment guidance at 16.5 million to 17 million net tons, and capital expenditure at about $700 million for the full fiscal year 2026.The company’s Q1 steel product sales volume stood at 4.1 million net tons.<a href="https://stocktwits.com/symbol/CLF">CLF stock</a> is down 25% year-to-date, but up 36% over the past 12 months. The Vanguard Total Stock Market Index Fund ETF (VTI) is up 35% over the past 12 months, while the Vanguard Small-Cap Index Fund ETF (VB) is up 38%.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/netflix-wbd-deal-hurt-nflx-stock-tom-rogers-ai-content-next-challenge/cZJUYqpRIxu">NFLX Stock Hurt By Chasing WBD Deal, Media Veteran Tom Rogers Reportedly Says – Warns AI Content Is Netflix’s Next Big Challenge</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Cleveland-Cliffs Inc. Mining company logo seen displayed on a smartphone. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)

Cleveland-Cliffs CEO Touts ‘Stronger Position’ Amid Middle East Turmoil As It Beats Q1 Estimates

Cleveland-Cliffs CEO Lourenco Goncalves called for increased measures to protect the steel industries in the U.S. and Canada.

In this photo illustration, the Revolution Medicines company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

‘Pharma Bro’ Martin Shkreli Defends Revolution Medicines’ Pancreatic Cancer Study Data: ‘Progress Compounds’  

Shkreli, widely nicknamed ‘pharma bro,’ said on Tuesday that progress is gradual in drug development.

<ul class="summary-bullets"><li>The report stated that Thoma Bravo is among the potential buyers and has already expressed interest in acquiring Commvault in recent weeks.</li><li>Thoma Bravo co-founder Orlando Bravo stated during an interview at the World Economic Forum in Davos earlier this year that the firm is open to acquiring software companies amid a selloff, calling it a “huge buying opportunity.”</li><li>Commvault reported its third-quarter earnings on Jan. 27, 2026, beating Wall Street expectations, even though its stock took a beating and closed 31% lower.</li></ul>Commvault Systems Inc. (CVLT) shares hit a one-month high in Friday’s midday trade after a report stated that the company is exploring a sale.According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/commvault-explores-sale-after-takeover-interest-sources-say-2026-04-10/">report</a>, Commvault is working with Goldman Sachs to consider options after receiving takeover interest from multiple potential buyers.<a href="https://stocktwits.com/symbol/CVLT">Commvault shares</a> were up nearly 11% in Friday’s midday trade. Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory with message volumes at ‘high’ levels.<h2 class="st-heading-2">Thoma Bravo Among Potential Buyers</h2>The report stated that Thoma Bravo is among the potential buyers and has already expressed interest in acquiring Commvault in recent weeks. One of the sources stated that Thoma Bravo had previously made an offer, without specifying the price.Thoma Bravo co-founder Orlando Bravo stated during an interview at the World Economic Forum in Davos earlier this year that the firm is open to acquiring software companies amid a selloff, calling it a “huge buying opportunity.”Thoma Bravo is a Chicago-based private equity firm that focuses on acquiring enterprise software companies. The firm says it manages over $181 billion in assets for over 75 global software companies.<h2 class="st-heading-2">What Does Commvault Do?</h2>Commvault is a New Jersey-based company that offers cybersecurity and data protection services. Its customers include 3M, Sony, and Hilton, among others. The company helps its clients protect and recover data in the event of a cyberattack or ransomware attack, as well as system failures across cloud providers.Commvault reported its third-quarter earnings on Jan. 27, 2026, beating Wall Street expectations, even though its stock took a beating and closed 31% lower.Commvault reported earnings per share (EPS) of $1.17 on revenue of $314 million, beating Wall Street expectations of an EPS of $0.98 on revenue of $299 million, according to Fiscal.ai data.<a href="https://stocktwits.com/symbol/CVLT">CVLT stock</a> is down 30% year-to-date and 42% over the past 12 months. The Vanguard Information Technology Index Fund ETF (VGT) is up 46% over the past 12 months, while the Vanguard Small-Cap Index Fund ETF (VB) is up 34%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pltr-stock-trump-endorses-palantir-war-fighting-capabilities/cZJ008SRIt8">Michael Burry Says He’s Still Short Palantir After Stock Sees Recovery Following&nbsp; Trump’s Endorsement</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Commvault Systems, Inc. logo is seen displayed on a smartphone screen.

CVLT Stock Hit A 1-Month High Today – What Drove The Rally?

According to a Reuters report, Commvault Systems is working with Goldman Sachs to consider options after receiving takeover interest from multiple potential buyers.

<ul class="summary-bullets"><li>Kratos stated that it will serve as the prime contractor to support the U.S. Space Force’s Systems Command.</li><li>The company will undertake ground management and integration for the Space Force’s Resilient Missile Warning and Tracking program.</li><li>Kratos will lead a team that includes Northrop Grumman, Auria, ASRC Federal Systems Solutions, and Rise8.</li></ul>Kratos Defense &amp; Security Solutions Inc. (KTOS) shares gained nearly 7% in Wednesday’s opening trade after the company announced that it has been awarded a $446.8 million space systems contract.&nbsp;The contract is worth about a third of the company’s fiscal year 2025 revenue. Kratos reported $1.35 billion in revenue in 2025, representing nearly 17% growth compared to 2024.The company stated that the contract requires it to establish fully operational primary and backup mission operations capabilities.“With this program, Kratos will support launches of new MEO satellites and with OpenSpace integrated with the FORGE platform to provide a Ground Resource Manager functionality, ensuring interoperability across space vehicles from multiple manufacturers,” said Kratos Space, Training and Cyber Division President Phil Carrai.Retail sentiment on Stocktwits regarding&nbsp;<a href="https://stocktwits.com/symbol/KTOS">Kratos'</a> stock trended in ‘neutral’ territory at the time of writing.<h2 class="st-heading-2">What Is The Contract About?</h2>Kratos stated that it will serve as the prime contractor to support the U.S. Space Force’s Systems Command. The company will undertake ground management and integration for the Space Force’s Resilient Missile Warning and Tracking (MWT) program.Kratos will lead a team that includes Northrop Grumman, Auria, ASRC Federal Systems Solutions, and Rise8.As part of the program, Kratos is required to unify legacy and next-generation ground assets into a single, scalable global network. This will help ensure connectivity with multiple space providers, as well as the Department of War’s Future Operationally Resilient Ground Evolution (FORGE) platform.The company added that the Resilient MWT system provides persistent detection, tracking, and custody of advanced missile threats, especially hypersonic glide vehicles and maneuvering ballistic missiles.Kratos stated that the contract has a total potential value of $446.8 million if all options are exercised.<h2 class="st-heading-2">Kratos Won Two Contracts Last Month</h2>Kratos announced in March 2026 that the Naval Surface Warfare Center under the U.S. Navy’s Naval Sea Systems Command (NAVSEA) awarded the company a $49 million contract to manufacture up to 36 Oriole solid rocket motors and three Thrust Vector Control (TVC) nozzle kits.The company also bagged a $7 million contract for a Counter-UAS system that is designed to detect, track, and classify threats, including low-profile unmanned aerial systems, cruise missiles, and other aerial systems.To date, Kratos has won eight multi-million-dollar contracts since the beginning of 2026. The San Diego-based company caters to the defense, national security, and global markets.<a href="https://stocktwits.com/symbol/KTOS">KTOS stock</a> is up 2% year-to-date and 167% over the past 12 months. The Vanguard Total Stock Market Index Fund ETF (VTI) is up 37% over the past 12 months, while the Vanguard Small-Cap Index Fund ETF (VB) is up 41%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-50-tariffs-countries-supplying-weapons-iran/cZJOUxTRIqy">Trump Threatens 50% Tariffs On Countries Supplying Military Weapons To Iran</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of Kratos Defense & Security Solutions Inc. 

Kratos Bags Contract Worth A Third Of Its Fiscal 2025 Revenue – KTOS Stock Takes Off In Opening Trade

The company stated that the contract requires it to establish fully operational primary and backup mission operations capabilities.

<ul class="summary-bullets"><li>Biogen stated Apellis shareholders will also receive two contingent value rights as part of the all-cash deal.</li><li>This entitles Apellis shareholders to receive two payments of $2 per share, contingent on Syfovre meeting certain annual global net sales thresholds.</li><li>Biogen stated that the Apellis acquisition will add two commercialized medicines in differentiated immunology and rare diseases to its growth portfolio: Empaveli and Syfovre.</li></ul>Apellis Pharmaceuticals Inc. (APLS) shares soared 140% in Tuesday’s pre-market trade after Biogen Inc. (BIIB) announced that it has agreed to acquire the company in a $5.6 billion deal.Biogen stated that the acquisition of Apellis will bolster its rare-disease treatment portfolio and accelerate its expansion into nephrology.Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/APLS">Apellis Pharmaceuticals</a> trended in the ‘bullish’ territory with message volumes at ‘high’ levels at the time of writing.<a href="https://stocktwits.com/symbol/APLS">Biogen shares</a> were down nearly 3% at the time of writing.Biogen stated that Apellis shareholders will also receive two contingent value rights (CVRs) as part of the all-cash deal, entitling the holder to receive two payments of $2 per share, contingent on certain annual global net sales thresholds for Syfovre being met.<h2 class="st-heading-2">What Does Apellis Bring To The Table?</h2>Biogen stated that the Apellis acquisition will add two commercialized medicines in differentiated immunology and rare diseases to its growth portfolio: Empaveli and Syfovre.Syfovre is the first and only FDA-approved therapy for geographic atrophy (GA) secondary to age-related macular degeneration (AMD). The regulator approved Empaveli in 2025 as the first treatment for C3 glomerulopathy (C3G) or primary immune complex membranoproliferative glomerulonephritis (IC-MPGN) in patients aged 12 years and older.<h2 class="st-heading-2">Biogen Highlights Revenue, Earnings Boost From Apellis Acquisition</h2>Biogen stated that Empaveli and Syfovre will boost its topline immediately, noting that these two treatments achieved combined net sales of $689 million in 2025 and expect them to grow in the mid-to-high teens at least through 2028.“Consistent with our strategy, this acquisition immediately advances Biogen’s ongoing transformation. The addition of Apellis expands our growth portfolio in immunology and rare disease with two approved, best-in-class medicines that complement our existing portfolio and bolsters our near-and long-term growth potential,” said Biogen CEO Christopher A. Viehbacher.The company added that the Apellis acquisition is expected to be increasingly accretive to Biogen’s diluted earnings per share (EPS) starting in 2027. Biogen stated that it plans to update the full-year 2026 guidance when it reports its first-quarter (Q1) earnings.<a href="https://stocktwits.com/symbol/APLS">APLS stock</a> is down 32% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/BIIB">BIIB stock</a> is up 7%. The S&amp;P Biotech ETF (XBI) is up 41% over the past 12 months, while the Vanguard Small-Cap Index Fund ETF (VB) is up 15%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/artl-bfrg-hkit-stocks-top-premarket-gainers-march-31-2026/cZEPAT9RIV2">ARTL, BFRG, HKIT Among Stocks Soaring Before The Bell — Top Pre-Market Gainers Today</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representative image of a trending stock chart.

APLS Stock Soars 140% Today – Here’s Everything To Know About Apellis' Massive $5.6B Deal With Biogen

Biogen stated that the acquisition of Apellis will bolster its rare-disease treatment portfolio and accelerate its expansion into nephrology.

<ul class="summary-bullets"><li>The revisions were driven by Unity Vector, the company’s AI-powered ad platform, among other factors, the company said.</li><li>The company said it is discontinuing its ironSource Ads Network, effective April 30th.</li><li>The company also said it has engaged a financial advisor to assist with the divestiture of its Supersonic game publishing business.</li></ul>Shares of Unity Software Inc. (U) gained 14% after-hours on Thursday after the company raised its first-quarter(Q1) &nbsp;revenue guidance, bolstered by its artificial intelligence-powered ad platform Vector.The company also outlined plans, including divesting its game publishing business, to spur future revenue growth.<h2 class="st-heading-2">Fresh Guidance</h2>The San Francisco-based video game software development company now <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investors.unity.com/news/news-details/2026/Unity-Releases-Preliminary-First-Quarter-Results-Exceeding-Guidance-Will-Enhance-Growth-and-Profitability-by-Exiting-Non-Strategic-Ad-Businesses/default.aspx">expects</a> Q1 revenue of $505 million-$508 million, compared to its former estimate of $480 million-$490 million, and above an analyst estimate of $488.69 million, as per Fiscal AI. &nbsp;Adjusted core profit for the period is expected to be $130 million to $135 million, compared to former guidance of $105 million to $110 million, and above the $109.40 million expected by Wall Street.<h2 class="st-heading-2">What’s Driving The Performance?</h2>The revisions were driven by Unity Vector, the company’s AI-powered ad platform, among other factors, the company said."Unity Vector continues to deliver robust growth each quarter, driving results meaningfully above our guidance. Today’s actions will accelerate Vector’s impact on our business, enhancing both revenue growth and profitability,” said CEO Matt Bromberg.<h2 class="st-heading-2">Other Key Announcements</h2>The company also said it is discontinuing its ironSource Ads Network, effective April 30th. After the first quarter, the company expects minimal revenue contribution from the network.The company also said it has engaged a financial advisor to assist with the divestiture of its Supersonic game publishing business.These changes are expected to spur revenue growth, and increased adjusted core profit, the company noted. &nbsp;According to data from Koyfin, 18 of the 27 analysts covering Unity stock rate it ‘Buy’ or higher while nine rate it a ‘Hold’. The average 12-month price target on the stock is $32.33, representing a potential upside of about 89%.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around U stock improved from ‘bearish’ to ‘bullish’ territory over the past 24 hours, while message volume increased from ‘low’ to ‘high’ levels.<a href="https://stocktwits.com/symbol/U">U stock</a> has fallen 22% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/mdgl-stock-surges-most-in-month-on-eli-lilly-buyout-speculation/cZ3sam7RIlX">MDGL Stock Surges Most In A Month On Eli Lilly Buyout Speculation</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Unity Software, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on January 2, 2025. 

Unity Software Rallies By Over 14% After Hours On Fresh Q1 Revenue Guidance Above Street Expectations

The San Francisco-based video game software development company now expects Q1 revenue of $505 million to $508 million.

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