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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom's earnings and guidance beat is driving significant after-hours chatter, though some question if it's enough to justify the current valuation. Community members are closely watching the conference call for further insights, with some drawing parallels to recent market reactions to other AI-related stocks. Skepticism remains around the sustainability of AI partnerships and revenue, with some suggesting a potential pullback.

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 is trending amid speculation about potential cannabis rescheduling, spurred by rumors of a Trump announcement and an upcoming Supreme Court case, igniting a flurry of activity. The community is buzzing with anticipation of federal policy changes and discussing potential short squeezes. Positive sentiment is fueled by analyst upgrades and developments in state-level cannabis programs.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

ALT is trending amid mixed sentiment, with some community members expressing concerns about trial data and potential delays, using hashtags like #endpointfailures and #delays. Meanwhile, other investors remain bullish, emphasizing the potential of their drug and dismissing bearish arguments, while awaiting key data releases and FDA feedback. Discussions include the impact of PathAI approval and speculation around potential partnerships.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending as traders react to a surprise CEO exit alongside a monster earnings report and upbeat guidance, with community members pointing to potential new leadership and significant buyback programs. Despite some concerns over tariffs and international expansion, bulls are optimistic about the company's potential for growth, while bears express concern about market saturation from competing brands.

RH operates as a holding company which operates the business through its subsidiary Restoration Hardware, Inc. It offers furniture, lighting, textiles, bath ware, decor, outdoor and garden, as well as baby and child products. The company operates an integrated business with multiple channels of distribution including galleries, source books and websites. The company was founded by Stephen J. Gordon in 1980 and is headquartered in Corte Madera, CA.

RH - Ordinary Shares - Class A

Restoration Hardware

Restoration Hardware is trending amidst mixed sentiment following its recent earnings report and CEO commentary, particularly around the housing market and tariff impacts. While some investors appreciate the honesty, others are critical of the company's performance and leadership's communication, sparking debates about the company's future and valuation. Discussions also involve potential short squeezes, long-term growth strategies, and the impact of macroeconomic factors such as interest rates and tariffs on RH's luxury furniture business.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is trending as investors digest recent earnings and revenue figures, with community chatter focusing on membership growth, online sales traction, and potential special dividends. Despite positive aspects, concerns about valuation, tariffs, and the company's legal actions are also part of the conversation. Overall, the community is assessing whether Costco can maintain its premium valuation amid changing economic conditions and shifting consumer behavior.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending due to a volatile trading session spurred by speculation around a potential offering and its market cap requirements for continued listing. Community discussions revolve around whether a recently filed ATM shelf offering is responsible for the price swings and whether the company will be able to meet compliance by December 19th. Some traders believe the dip is a buying opportunity, while others caution about potential dilution and the company's history of reverse splits.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as it prepares to unveil its AI and autonomy advancements, with the community eager to learn about the company's technology roadmap; discussions include expectations for hands-free driving and potential competition with Tesla. Amidst excitement for the event, some investors express concerns over capital expenditure on AI and question the timing of lidar integration, while others remain bullish, anticipating a transformative presentation.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending amid an analyst upgrade from Cantor Fitzgerald, with a price target increase to $15, fueling bullish sentiment and community discussions about a potential short squeeze and future growth. Despite some skepticism and volatility, optimism persists around the company's AI technology and potential catalysts, including upcoming conference presentations and earnings reports. Community members are actively debating the stock's potential and the actions of short-sellers.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

$HOOD is trending due to recent news of slower trading volumes and mixed analyst opinions, causing a price dip. The community is debating whether to "buy the dip" or if the slowdown signals a concerning trend, while others are bullish due to expansion into Indonesia.

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ETFs to Benefit From Rate Cut Bets and Upbeat Forecasts

ETFs to watch as Wall Street turns upbeat, with bullish forecasts putting the S&P 500 on track for 8,000 by 2026.

<ul class="summary-bullets"><li>The Northern Data deal will help Rumble to scale and expand its cloud business.</li><li>Following the closing, Tether has agreed to become a vital anchor customer of the combined group.&nbsp;</li><li>Rumble stock is down over 57% YTD.</li></ul>Conservative video-sharing platform Rumble, Inc. (RUM) shares climbed nearly 16% in Monday’s early premarket session after the company agreed to buy German artificial intelligence (AI) infrastructure company Northern Data and secured an advertising commitment from Tether.Rumble’s CEO Chris Pavlovski hinted at the company’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rumble-ceo-bats-for-northern-data-acquisition-bid/chrH3HnRden">interest</a> in acquiring Tether-backed Northern Data on the second-quarter earnings call in mid-August.<h2 class="st-heading-2">Rumble’s Northern Data Buy</h2>In a statement, the Longboat, Florida-based Rumble said it has signed a business combination agreement with Northern Data under which it will submit a voluntary public exchange offer to all shareholders of Northern Data. Once completed, the deal will enable Rumble to scale and expand its cloud business with the addition of one of the largest GPU estates in Europe, along with a data center business.The transaction will also help accelerate “Rumble's international expansion strategy, provide a significant revenue growth opportunity, and enable an acceleration of Rumble's creator, video, and advertising AI roadmap.”Once the exchange offer is completed, Rumble will gain one of the largest GPU fleets, comprising&nbsp;22,400 NVIDIA GPUs, including 20,400 NVIDIA H100s and 2,000 NVIDIA H200s.<h2 class="st-heading-2">The Tether Financing</h2>Separately, Rumble also stated that Tether has agreed to provide a $100 million advertising commitment over a two-year period, starting in the first quarter of 2026. The company noted that the funding commitment follows its definitive agreement to acquire Northern Data. Following the closing, Tether has agreed to become a vital anchor customer of the combined group.&nbsp;Incidentally, Tether has made a $775 million strategic investment in Rumble, which was first announced in December.The advertising commitment included Rumble Wallet integration, expansion of creator monetization and ecosystem expansion.Pavlovski said, “Integrating advertising with Rumble Wallet is paving the way for a transparent, privacy-focused, and independent future of monetization and engagement for creators and users."<h2 class="st-heading-2">Rumble’s Q3 Results</h2>Rumble reported fiscal year 2025, third-quarter revenue of $24.8 million, down from the year-ago’s $25.1 million, and loss per share of $0.06, narrower than the loss of $0.15 reported for the year-ago quarter. The revenue trailed the $26.86 million consensus provided by Fiscal.ai. The loss per share was in line with expectations.The company stated that its monthly average users (MAUs) decreased year over year (YoY) to 47 million from 51 million, attributing the drop partly to the slowdown in news and political commentary outside of a U.S. election cycle, combined with seasonality related to content creators.&nbsp;Retail sentiment toward the Rumble stock among the users of the Stocktwits platform improved a few notches within the ‘bullish’ territory as of early Monday, and the message volume remained at ‘high’ levels.Rumble stock is down more than 57% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsmc-stock-rises-nearly-3-premarket-as-traders-shrug-off-slower-october-growth/cLPcQzSREcu">TSMC Stock Rises Nearly 3% Premarket As Traders Shrug Off Slower October Growth, AI Bubble Fears</a>

 2025/02/03: In this photo illustration, the Rumble logo is seen displayed on a smartphone screen.

Why Rumble Stock Is Soaring Nearly 16% In Premarket 

Rumble confirmed a deal to buy AI infrastructure company Northern Data and also secured a $100 million advertising commitment from Tether.

Equity

VB, NRG, SOFI, FIX: Large Outflows Detected at ETF

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Vanguard Small-Cap ETF (Symbol: VB) where we have detected an...

<ul class="summary-bullets"><li>Despite the mixed results and weak outlook, the company stated that it continued to execute its 2025 game plan, which focuses on “rapid growth, profitability, and AI leadership.”</li><li>The company also highlighted its “exceptional credit performance.”</li><li>Upstart stock has lost about 25% for the year.</li></ul>Upstart Holdings, Inc. (UPST) shares fell over 14% in Wednesday’s early premarket session as investors reacted to the cloud-based artificial intelligence (AI)-powered lending platform’s mixed third-quarter results and subpar outlook. The stock appears on track to break below the $40 psychological mark for the first time since late April.<a href="https://stocktwits.com/symbol/UPST">UPST’s stock</a> has been on a volatile ride this year,&nbsp;having assumed “meme status” amid strong retail interest.<h2 class="st-heading-2">What Retail Feels About UPST Stock After Q3 Print</h2>On Stockwits, retail sentiment toward Upstart stock improved to ‘extremely bullish’ as of early Wednesday, improving from the ‘bullish’ mood observed the day before. The message volume also perked up to ‘extremely high’ levels. Over the 24 hours leading up to late Tuesday, retail chatter on the stream spiked by about 760%. The stock&nbsp;was among the top five trending equity tickers on the platform as of early Wednesday.<figure class="image"><img style="aspect-ratio:680/58;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_05_at_4_33_24_AM_png_ea68e62676.webp" alt="Screenshot 2025-11-05 at 4.33.24 AM.png" width="680" height="58"><figcaption>UPST sentiment and message volume as of 4:30 a.m. ET, &nbsp;Nov. 5 | source: Stocktwits</figcaption></figure>A bullish watcher said they were buying in the low $40s and hoped for a flip.<stembedurl>https://stocktwits.com/Sondreeehh/message/634976080</stembedurl>Another user urged fellow retailers to hold the stock, stating that the government shutdown will end soon.<stembedurl>https://stocktwits.com/whiskeyverse/message/634975822</stembedurl><h2 class="st-heading-2">Upstart’s Q3 Earnings Snapshot</h2>San Mateo, California-based Upstart reported an adjusted profit of $0.50 for the third quarter of the fiscal year 2025, reversing from a loss of $0.06 a year ago. Revenue increased 71% year over year (YoY) to $277 million, as transaction volume rose 128%.According to the Fiscal.ai-compiled consensus, the company was expected to report EPS of $0.42 and revenue of $279.62 million.CEO Dave Girouard said, “In Q3, we continued to execute on our 2025 game plan of rapid growth, profitability, and AI leadership — all anchored in exceptional credit performance.” “The results include 80% year-on-year growth in originations with 71% growth in revenue, and a sixfold sequential increase in GAAP net income.”The company guided fourth-quarter revenue to about $288 million and full-year revenue to $1.035 billion, below the average analyst’s estimates of $303.65 million and $1.06 billion, respectively.Upstart stock has lost about 25% for the year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/amd-analyst-lifts-price-target-eyes-2-big-catalysts/cL2qXtTREGB">AMD Analyst Lifts Price Target, Eyes 2 Big Catalysts: Stock Slides Premarket Despite Q3 Beat</a>

 In this photo illustration, the Upstart Holdings logo is seen displayed on a smartphone screen.

Why Upstart Stock Is Plunging Over 14% Premarket Today

Upstart stock is on track to drop below the $40 mark for the first time since late April as it plunges hard in premarket following its Q3 report.

<ul class="summary-bullets"><li>The previous Joe Biden administration advanced the government loan during the last leg of his presidency.</li><li>Rivian expects to expand production of its low-cost R2 lineup when the Georgia plant comes online</li><li>Rivian’s stock is up just 1.5%&nbsp;this year compared&nbsp;with Tesla’s 14% advance.</li></ul>Rivian Automotive said it plans to access federal loan funds only after construction begins on its new manufacturing plant in Georgia, which is slated to start in 2026. Vehicle production at the site is expected to begin in 2028.&nbsp;The company hasn't specified when it will begin drawing on the $6.6 billion loan, but a company spokesperson confirmed to Stocktwits in an email that, under its terms, Rivian must begin construction and contribute equity before accessing the funds. The plant, however, doesn't need to be completed before loan draws can begin. Rivian CFO Clair McDonough communicated the stance in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-29/rivian-cfo-says-ev-maker-won-t-tap-us-government-loan-until-2028?srnd=homepage-americas">interview</a> with Bloomberg.<a href="https://stocktwits.com/symbol/RIVN">Rivian’s stock</a> is up just 1.5%&nbsp;this year compared&nbsp;with Tesla’s 14% advance, clearly underperforming the broader market amid macroeconomic and fundamental challenges.<h2 class="st-heading-2">Holding Off On Government Largesse</h2>Speaking to reporters in Detroit, McDonough said, “It’d be prior to starting production in 2028 that we’d be drawing down the loan,” a Bloomberg report&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-29/rivian-cfo-says-ev-maker-won-t-tap-us-government-loan-until-2028?srnd=homepage-americas">stated.</a>&nbsp;The government loan advanced by the previous Joe Biden administration during the last leg of his presidency remains in limbo, given President Donald Trump’s&nbsp;stance against clean energy, particularly EVs. In May, Energy Secretary Chris Wright reportedly said his agency didn’t plan to honor the billions of dollars in loan commitments made by the previous administration. Incidentally, the timeline flagged by the Rivian CFO would fall in the next presidential election year.Rivian rehashed its production plans last year and opted to manufacture its upcoming low-cost R2 EV lineups at its existing Normal, Illinois, plant in 2026 with an eye on curbing costs. It expects to expand production of this lineup when the Georgia plant comes online and also use this plant to produce its proposed R3 model.&nbsp;<h2 class="st-heading-2">What Retail Is Feeling About Rivian</h2>On Stocktwits, retail sentiment toward Rivian stock worsened to ‘neutral’ as of early Wednesday from ‘bullish’ a day ago. The message volume on the stream remained ‘normal.’A watcher said they expect Rivian’s earnings, due after the market closes on Nov. 4, to surprise many people. Among the dynamics they discussed are “loss of low margin regulatory credits,&nbsp; 250 million settlement, which is a bargain, Q4 R1 sales guidance, VW milestone strategic delay.” Last week, Rivian agreed to pay $250 million to settle a class action lawsuit brought by holders of its shares from November 2021 through March 2022, while denying any wrongdoing.<stembedurl>https://stocktwits.com/JeffersonsStarship/message/634087072</stembedurl>Another user predicted a stock run-up to $14.50 before it sells off following the earnings report.<stembedurl>https://stocktwits.com/conweir444/message/634047524A</stembedurl><h2 class="st-heading-2">Rivian’s Challenges</h2>An uncertain macroeconomic and geopolitical backdrop has weighed on an industry operating in a capital-intensive environment. The Trump administration’s decision to end the federal EV tax credit has made matters worse. The company also opted for cost-saving initiatives this month, including a rumored 4% workforce reduction.Rivian’s stock snagged a downgrade in mid-October, as Mizuho analyst Vijay Rakesh expressed worries about slowing EV demand as Inflation Reduction Act credits expire, the Fly reported. The analyst cut Rivian's 2026 deliveries forecast to 60,000 units from 68,000 units, below the consensus of 72,000.Editor’s note: This story has been updated to reflect revisions made by the primary source, Bloomberg News, which clarified the timing of when Rivian may access its federal loan.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/toyota-says-no-explicit-promise-was-made-about-10-b-us-investment/cLGZ9NQR3vl">Toyota Pushes Back On Trump’s Claims: No ‘Explicit’ Promise Was Made About $10B US Investment</a>

A Rivian charges outside of Blink Charging's new flagship manufacturing facility in Bowie, Md., on Monday March 11, 2024. (Tom Williams/CQ-Roll Call, Inc via Getty Images)

Rivian To Tap Federal Loan Only After Georgia Plant Construction Begins

 The previous Joe Biden administration advanced the government loan during the last leg of his presidency.

Rivian to Tap Federal Loan Only After Georgia Plant Construction Begins

<ul class="summary-bullets"><li>The Q3 growth was driven primarily by System-on-a-Chip solutions for AI applications and strong performance in memory.</li><li>Teradyne said Sanjay Mehta, who has served as CFO since 2019, will step down and be replaced by Michelle Turner, effective Nov. 3.</li><li>Teradyne stock has gained 15% year-to-date.&nbsp;</li></ul>Teradayne, Inc.’s (TER) stock jumped nearly 22% in Tuesday’s extended trading after the semiconductor testing solutions company reported a quarterly beat and issued a strong outlook, citing strong artificial intelligence (AI)-related demand in compute and memory.If the after-hours buoyancy carries over into Wednesday’s session,&nbsp;<a href="https://stocktwits.com/symbol/TER">Teradyne stock</a> is on track to record its best day ever.<h2 class="st-heading-2">Teradayne’s Q3 Earnings Snapshot</h2>North Reading, Massachusetts-based Teradyne attributed its better-than-expected third-quarter fiscal year 2025 results to substantial chip-testing revenue. CEO Greg Smith said, “Our Semiconductor Test Group delivered third quarter sales that exceeded expectations, driving company sales and profit to the high end of our Q3 guidance range.”“Growth was driven primarily by System-on-a-Chip (SOC) solutions for artificial intelligence applications and strong performance in memory.”Here’s how the headline numbers compare to the consensus:- Revenue: $769&nbsp;million (up 4% YoY) Vs. $743.85&nbsp;million consensus (Fiscal.ai-compiled)-Adjusted earnings per share (EPS): $0.85 Vs. $0.79<h2 class="st-heading-2">Teradyne’s Q4 Outlook</h2>Looking ahead, Smith signaled robust AI-related test demand across compute, networking and memory segments in the fourth quarter. The company forecast fourth-quarter revenue of $920 million to $1 billion, marking a 25% year-over-year (YOY) growth and a 27% sequential increase. It also expects adjusted EPS of $1.20 to $1.46, excluding amortization of acquired intangible assets and amortization of the company’s investment in Technoprobe, as well as the related tax impact.The guidance exceeds the consensus estimates, which call for revenue of $816.64 million and adjusted EPS of $1.02.<h2 class="st-heading-2">What Retail Says About Teradyne’s Results</h2>On Stocktwits, retail sentiment toward Teradyne stock improved to ‘extremely bullish’ as of late Tuesday, from ‘bullish’ a day earlier. The message volume on the Teradyne stream over the 24 hours leading up to late Tuesday jumped 3,700%.A bullish user said they added the Teradyne stock to the ‘longs’ list as they predicted a breakout following a long period of consolidation.<stembedurl>https://stocktwits.com/followtrendm/message/630924372</stembedurl>Another user expected the stock to hit $200 soon. It ended Tuesday’s session down 2.12% at $144.38.<stembedurl>https://stocktwits.com/onlythebestcompanies/message/634073904</stembedurl><h2 class="st-heading-2">CFO Transition</h2>Separately, Teradyne said Sanjay Mehta, who has served as CFO since 2019, will step down and be replaced by Michelle Turner, effective Nov. 3. Mehta will remain as an executive advisor to support capacity expansion driven by semiconductor testing demand before retiring in 2026.Teradyne stock has gained 15% year-to-date. The average price target for the stock is $143.81, according to Koyfin, implying downside potential of 0.40%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-mania-deepens-wedbush-calls-its-chips-new-oil-after-500-b-ai-backlog/cLGZ4MYR3vW">Nvidia Mania Deepens: Wedbush Calls Its Chips The ‘New Oil’ As $500B AI Backlog Fuels Bulls</a>

Teradyne built a sprawling campus in North Reading that has lots of amenities for employees. (Photo by Dina Rudick/The Boston Globe via Getty Images)

Teradyne Stock Soars After-hours As AI Demand Spurs Q3 Beat, CFO To Step Down

The Q3 growth was driven primarily by System-on-a-Chip solutions for AI applications and strong performance in memory.

UiPath Inc. (PATH) stock hit a 16-month high after surging past $18 on Thursday and became the top trending equity ticker on Stocktwits as investors praised the company’s potential within the artificial intelligence space and partnerships with major technology giants.&nbsp;<a href="https://stocktwits.com/symbol/PATH">UiPath stock</a> traded over 15% higher on Thursday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:932/104;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_09_135509_png_0b211b0ab1.webp" alt="PATH’s Sentiment Meter and Message Volume as of 01:40 p.m. ET on Oct. 9, 2025 | Source: Stocktwits" width="932" height="104"><figcaption>PATH’s Sentiment Meter and Message Volume as of 01:40 p.m. ET on Oct. 9, 2025 | Source: Stocktwits</figcaption></figure>The stock saw a 188% increase in user message count in 24 hours as of Thursday morning. A bullish Stocktwits user called the stock “Palantir of AI agents,” and praised the series of partnerships with Nvidia Corp., OpenAI, Alphabet Inc.’s Google, and Snowflake Inc.<stembedurl>https://stocktwits.com/GordonGekko888/message/631697273</stembedurl>Another user anticipates the stock will touch $28 next month.&nbsp;<stembedurl>https://stocktwits.com/tony96/message/631695892</stembedurl>Last week, BMO Capital analyst Keith Bachman raised the price target on the stock to $13.00 from $12.50 while reiterating a "Market Perform" rating, on the heels of UiPath’s recent product announcements and strategic partnerships, according to TheFly.The firm highlighted that the enhancements to UiPath’s Maestro orchestration platform and fresh alliances reflect positive momentum. UiPath is a company focused on agentic automation, helping businesses use AI agents to perform and enhance complex tasks.&nbsp;In September, the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uipath-collaboration-nvidia-openai-google-snowflake-agentic-automation/chDDBJ0R3BM">announced&nbsp;</a>a series of partnerships with Nvidia Corp. (NVDA), OpenAI, Alphabet Inc.’s (GOOG) (GOOGL) Google, and Snowflake Inc. (SNOW) on agentic automation.&nbsp;UiPath plans to use Nvidia’s Nemotron foundation model to power agentic AI, allowing businesses to run advanced tools like language processing, image recognition, and predictive analytics. These tools will support critical tasks, including fraud prevention and healthcare operations.UiPath stock has gained over 44% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-gets-a-wall-street-boost-cantor-fitzgerald-raises-price-target-to-300-on-ai-demand-potential/ch67xadR31d">Nvidia Gets A Wall Street Boost, Cantor Fitzgerald Raises Price Target To $300 On AI Demand Potential</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The UiPath logo appears on a smartphone screen and on a laptop computer screen in this photo illustration in Athens, Greece, on October 3, 2025. 

UiPath Stock Surges To 16-Month Highs As AI Partnerships Spark Investor Buzz

Retail investors praised UiPath’s series of partnerships with Nvidia Corp., OpenAI, Alphabet Inc.’s Google, and Snowflake Inc. on agentic automation. 

Video-sharing platform Rumble Inc.’s (RUM) shares surged 11% on Friday morning and became the top trending ticker among equities on Stocktwits after the announcement of its partnership with AI startup Perplexity.The stock saw a 421% increase in user message count in 24 hours on Stocktwits, as of Friday morning. Retail sentiment around Rumble stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume jumped to ‘extremely high’ from ‘normal’ levels in 24 hours.<figure class="image"><img style="aspect-ratio:929/104;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_03_101215_png_2f64c410fc.webp" alt="RUM’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Oct. 3, 2025 | Source: Stocktwits" width="929" height="104"><figcaption>RUM’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Oct. 3, 2025 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user commended the partnership.&nbsp;<stembedurl>https://stocktwits.com/FightingIrish33/message/630911707</stembedurl>Another user called the deal a “huge value add”.<stembedurl>https://stocktwits.com/CheezeTrades/message/630911591</stembedurl>Rumble’s partnership with Perplexity is expected to enhance the way users discover and interact with digital media. The deal centers on deploying Perplexity’s AI-driven tools to bolster search functionality on Rumble.com, improve content discovery, and introduce a dual subscription offering that combines Rumble Premium with Perplexity Pro.&nbsp;In addition, Perplexity’s newly launched browser product, Comet, will be featured across Rumble’s ecosystem and promoted through its internal ad platform.&nbsp;The collaboration aims to benefit creators by enhancing audience reach while facilitating users' ability to locate specific content more efficiently. Perplexity’s Comet delivers real-time, contextual insights while browsing, learning from user interactions to improve search relevance and engagement.&nbsp;Alongside this, Rumble will roll out a subscription bundle pairing its Premium service with access to Perplexity Pro. Rumble stock has lost 34% year-to-date and has gained over 63% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/unusual-machies-stock-rallies-10-percent-after-company-wins-defense-drone-order-from-red-cat/chCulNlR3Q3">Unusual Machines Stock Rallies 10% After Company Wins Defense Drone Order From Red Cat</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of Rumble Inc. 

Rumble’s Deal With Perplexity Spurs Over 400% Surge In Retail Investor Chatter On Stocktwits

The stock saw a 421% increase in user message count in 24 hours after announcing a partnership with AI startup Perplexity. 

Shares of conservative video-sharing platform Rumble Inc. (RUM) climbed over 11% in Thursday’s after-hours session, with the rally picking up further steam in overnight trading. The after-hours strength followed the media company's announcement of an artificial intelligence (AI) partnership.On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/RUM">Rumble stock</a> remained ‘bullish’ (75/100) as of late Thursday, although improving by a few points, while the message volume on the stream grew to ‘high’ levels. The stock was among the top five trending equity tickers on the platform.<figure class="image"><img style="aspect-ratio:616/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_02_at_9_46_24_PM_png_c2270b6bec.webp" alt="Screenshot 2025-10-02 at 9.46.24 PM.png" width="616" height="56"><figcaption>RUM sentiment and message volume as of 9:45 p.m., Oct. 2 | source: Stocktwits</figcaption></figure>Longboat Key, Florida-based Rumble said Thursday that it has struck a strategic partnership with AI startup Perplexity, envisaging initiatives such as:<ul><li>Integration of Perplexity's AI-powered tools to drive more discoverability on&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://rumble.com">Rumble.com</a></li><li>Introduction of a new subscription bundle combining Rumble Premium with Perplexity Pro</li><li>Promotion of Perplexity's new product Comet across the Rumble ecosystem, including the Rumble Advertising Center.</li></ul>&nbsp;Comet is Perplexity's AI-powered browser, which provides contextual assistance and intelligent search capabilities. Rumble said the collaboration would help users discover relevant content in an increasingly crowded media landscape, enabling creators to reach their target audiences and viewers seeking specific topics or discussions.Rumble founder and CEO Chris Pavlovski, “We are thrilled to partner with Perplexity as we dive deeper into the AI space across our customer base.” "On the product side, we are excited to work with Perplexity and their AI technologies to drive substantial improvements to the discoverability across our platform."The integration of Perplexity's search technology into Rumble.com will be rolled out progressively, with the subscription bundle and Comet browser promotion launching in conjunction with the enhanced search capabilities.A bullish user said they expected shorts to get burnt. According to Koyfin data, the short interest in the stock is 5.20%.<stembedurl>https://stocktwits.com/bigshooter4321/message/630876876</stembedurl>Another user lamented a lost opportunity. “$RUM bought 100 shares 3 days ago wish I bought 1000,” they said.<stembedurl>https://stocktwits.com/derrrrwood/message/630880452</stembedurl>Rumble stock is down 43% year-to-date, but the consensus price target ($14.50), compiled by Koyfin, suggests there is about 96% upside potential.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-shareholders-revolt-against-musk-1-trillion-pay-plan-state-treasurers-urge-vote-no-ahead-of-november-meeting/chCuTVPR3f4">Tesla Shareholders Revolt Against Musk’s $1 Trillion Pay Plan — State Treasurers Urge Vote No Ahead Of November Meeting</a>

Why Rumble Stock Spiked Over 11% In After-hours Today

 Rumble said the collaboration with AI startup Perplexity would help users discover relevant content in an increasingly crowded media landscape

SoFi Technologies, Inc. (SOFI) stock is on track to hit a fresh high on Monday, potentially topping the $30 psychological barrier for the first time.San Francisco, California-based SoFi is a fintech company that has evolved from being a student loan financing company to a full-service digital platform, offering loans, banking, investing, and technology. The company’s stock has nearly doubled this year (+92%), helping its market capitalization swell to over $35 billion. Ever since the market-cap has met the criteria for addition to the S&amp;P 500 Index, traders have begun hoping that it would be added to the broader U.S. stock market gauge.SoFi became the top-trending equity ticker on Stocktwits early Monday, with the retail sentiment toward the stock remaining ‘bullish’ (71/100) and the message volume staying ‘high.’<figure class="image"><img style="aspect-ratio:614/54;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_22_at_1_55_47_AM_png_63bec1bdf9.webp" alt="Screenshot 2025-09-22 at 1.55.47 AM.png" width="614" height="54"><figcaption>SOFI sentiment and message volume as of 1:55 a.m. ET, Sept. 22 | source: Stocktwits</figcaption></figure>A bullish user&nbsp;drew a parallel between retail trading platform Robinhood Markets (HOOD) and SoFi, predicting that&nbsp;<a href="https://stocktwits.com/symbol/SOFI">SoFi stock</a> would reach $100 by the end of the year.<stembedurl>https://stocktwits.com/nobody8341/message/629465985</stembedurl>Another user guessed the stock could hit $35 on Monday,&nbsp;which implies an over 18% jump from the last close.<stembedurl>https://stocktwits.com/dharmaj78/message/629464630</stembedurl>Another retail trader&nbsp;highlighted the company’s exposure to crypto and student loans, as well as its buyback. “Shorts in a very bad position,” they posted.<stembedurl>https://stocktwits.com/Buddar22/message/629462241</stembedurl>Short interest in SoFi stock is relatively elevated at 8.50%, although less than the 13.8% seen in July, according to Koyfin.SoFi made headlines this month by announcing a multi-year partnership with Buffalo Bills quarterback Josh Allen, who will appear in a campaign set to launch at the start of the NFL season. The company also rolled out an agentic artificial intelligence (AI) exchange-traded fund (ETF).The next major catalyst is likely to be the company’s third-quarter earnings, tentatively due in late October. The Koyfin-compiled consensus calls for revenue of $880.21 million, up about 28% year-over-year from $689.45 million last year, and earnings per share (EPS) of $0.08 versus the year-ago’s $0.05.Last week, Mizuho&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sofi-stock-draws-heavy-retail-chatter-amid-wall-street-optimism-here-is-mizuho-s-new-price-target/chD3EIGR3TJ">lifted the price target</a> for SoFi stock to $31 from $26, and maintained an ‘Outperform’ rating, attributing the optimism to its view that the company is the best positioned among bank processors, consumer lenders, and exchanges to benefit&nbsp;from the recent rate cut by the Federal Reserve.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oklo-stock-to-pop-again--tech-bull-hikes-price-target-by-90-percent/chDQfiGR3cJ">Oklo Stock Set To Pop Again? Wall Street Tech Bull Hikes Price Target By 90% On Trump's Nuclear Thrust As Retail Traders Pile In</a>

SoFi Retail Traders Get Excited As Stock Stays On Course To Hit Fresh Peak

The company’s stock has nearly doubled this year (+92%), helping its market capitalization swell to over $35 billion.

Vanguard Group, Inc. - Vanguard Small Cap ETF

Bullish: S&P grinds higher

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Sideways: fade the move

Bearish: this rally falls off

The Federal Reserve just announced a 0.25 percentage point interest rate cut at its December 10, 2025 meeting.​ Share your outlook on how the latest Federal Reserve interest rate cut will impact stocks and the S&P 500 over the next month.

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Current Price	$266.21
Prev Close	$263.38
Open	$262.94
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Avg. Volume	779,510.47
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52-Week High	$264.51
52-Week Low	$190.27
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