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SPY is surging as traders react to a signaled two-week ceasefire between the U.S. and Iran, triggering an aggressive recovery in market sentiment. The community remains deeply divided, with bulls celebrating the rally while a vocal contingent of bears warns that the deal is a precarious bull trap that ignores underlying geopolitical risks and long-term instability.

Invesco QQQ Trust Series 1 - Units of beneficial interest

The Invesco QQQ Trust (QQQ) is rallying sharply following a trending announcement of a two-week ceasefire between the U.S. and Iran, which markets are interpreting as a catalyst for de-escalation. The community is actively debating the legitimacy and long-term implications of this agreement, with widespread skepticism regarding the terms of the deal and confusion over conflicting reports of ongoing military activity in the region.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is drawing intense community focus driven by significant expansion in its AI infrastructure, including major hyperscaler partnerships and NVIDIA-backed investment, which retail investors believe justifies a massive growth trajectory. The community is actively debating the stock's resilience amid broader geopolitical volatility, with many users highlighting a potential short squeeze and a bullish long-term thesis centered on its data center dominance and revenue scaling.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is experiencing heightened volatility and intense social media debate, driven by its high-beta sensitivity to Bitcoin price fluctuations and concerns surrounding its leveraged digital asset treasury strategy. Investors are sharply divided, with active discussion focusing on the impact of ongoing share dilution, institutional inflows, and the stock's significant sensitivity to broader macroeconomic uncertainty.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is trending as investors weigh conflicting sentiments regarding institutional adoption and potential regulatory breakthroughs like the Clarity Act against persistent price stagnation. Community members remain deeply divided, with many engaging in heated debates over long-term utility versus short-term frustration with the asset's lack of momentum compared to broader market moves.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is seeing intense investor activity driven by a cascade of positive contract announcements, including a major demining tender and security deals for the upcoming FIFA World Cup. While shareholders are rallying around the company's expanding backlog and strategic integrations with Palantir and World View, the community remains deeply divided by debates over persistent dilution and the stock's volatility in the face of broader geopolitical tensions.

Applied Digital Corporation

Applied Digital is trending as investors aggressively position themselves ahead of the upcoming Q3 earnings report, with high anticipation for potential hyperscaler deal news. The community is actively debating the stock's short-squeeze potential, fueled by high short interest and speculative volatility surrounding geopolitical tensions and broader market sentiment.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing a surge in investor confidence driven by its strategic partnership with Elon Musk's 'Terafab' project, aimed at massive-scale AI and robotics chip fabrication. The community is actively debating the company's potential to re-establish itself as a core strategic foundry player while navigating the volatility of broader macro-tensions.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegian Cruise Line is trending due to heightened volatility as investors weigh activist intervention from Elliott Investment Management against macro headwinds like rising fuel costs and geopolitical tensions in the Middle East. The community remains deeply divided, with some traders viewing the current price weakness as a long-term accumulation opportunity, while others express frustration over algorithmic manipulation and the stock's sluggish recovery compared to sector peers.

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 currently drawing intense investor attention as shifting geopolitical tensions and speculative rumors regarding strategic partnerships, such as a high-stakes chip manufacturing project, trigger sharp volatility. Market participants remain deeply divided, with bulls pointing to potential relief rallies and technical bounce signals, while bears cite underlying fundamental concerns regarding inventory levels and the sustainability of current valuation multiples.

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Oil Supply Pressure to Rise in April: Energy ETFs Positioned for Upside

Oil supply pressure is set to intensify in April, with Strait of Hormuz disruption fears likely to push prices higher. Here are some energy ETFs worth a look.

<ul class="summary-bullets"><li>There is no firm date set for her retirement, per a Reuters report.</li><li>The ongoing conflict in the Middle East could reshape her plans.&nbsp;</li><li>Her exit would end more than four decades at the Houston-based oil producer, where she became the first woman to become the CEO of a major U.S. oil company.&nbsp;</li></ul>Occidental Petroleum (<a href="https://stocktwits.com/symbol/OXY">OXY</a>) shares closed more than 4% higher on Thursday after reports that its CEO, Vicki Hollub, is preparing to retire from her role.&nbsp;According to Reuters, Hollub, touted as the most powerful woman in the U.S. oil industry, plans to make a formal ‌announcement later this year. Richard Jackson, who was elevated to chief operating officer in October, is primed to&nbsp;take over as the CEO&nbsp;after Hollub's departure, Reuters reported, citing people familiar with the matter.&nbsp;There is no firm date set for her retirement, the report added, and&nbsp;noted that&nbsp;the ongoing conflict in the Middle East could reshape her plans.&nbsp;A company spokesperson did not confirm the news and told Reuters that it doesn’t comment on speculation.&nbsp;<h2 class="st-heading-2">Her Tenure</h2>Hollub’s departure would conclude over forty years at the Houston-based oil company, where she made history as the first woman to serve as CEO of a major U.S. oil firm. Before this, she oversaw Oxy's Permian Basin operations, transforming the company into one of the leading operators in the country's largest oil-producing region, the report said.&nbsp;A transitional period is expected, the report said. This could include Hollub remaining in an advisory capacity to the new CEO, or announcing she ​will step down at a future date, with Jackson ​named CEO-designate. She is expected to remain ⁠on the company's board, report added.<h2 class="st-heading-2">Retail Sentiment</h2>Retail sentiment around OXY trended in ‘neutral’ territory amid ‘normal’ message volume.&nbsp;Shares in the company have risen 56% so far this year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Occidental Petroleum Corporation (OXY) logo and models of an oil rig and oil barrels are pictured in this illustration photo taken in Kyiv on 19 August, 2021. 

Occidental Petroleum Stock Jumps As CEO Vicki Hollub Reportedly Plans To Retire

Hollub, who is touted as the most powerful woman in the U.S. oil industry, reportedly plans to make a formal ‌announcement later this year.

Equity

Hollub, who is touted as the most powerful woman in the U.S. oil industry, reportedly plans to make a formal ‌announcement later this year.


<ul class="summary-bullets"><li>Earlier this month, Trump signed an executive order to allow Sable to restart the pipeline that was shut down for a decade since the 2015 Refugio Beach oil spill.</li><li>Roth Capital kept a&nbsp;‘Buy’ rating on Sable Offshore with a $24 price target and said that Sable is on track for its first oil sales by April 1 from the offshore Santa Ynez unit at around 50,000 barrels of oil per day.</li></ul>Sable offshore (SOC) shares jumped nearly 7% on Tuesday after its oil from a California refinery reportedly found a potential buyer, buoying Wall Street optimism.&nbsp;Chevron Corp. is reportedly planning to buy some of the first shipments of crude from Sable Offshore Corp.’s platforms off the coast of Santa Barbara.&nbsp;<h2 class="st-heading-2">Details</h2>According to a Bloomberg News report, Chevron plans to buy an initial 20,000 barrels a day of oil. “We’re going to run Sable’s crude at El Segundo in April,” the president of Chevron’s downstream, midstream and chemicals businesses, Andy Walz said in an interview to Bloomberg, referring to the company’s Los Angeles fuel-making plant that can process 269,000 barrels of oil daily.The news comes on the heels of&nbsp;Trump signing an executive order to allow Sable to restart a pipeline that was shut down for a decade since the 2015 Refugio Beach oil spill, when a corroded segment of one pipeline ruptured and released hundreds of thousands of gallons of oil near Santa Barbara.&nbsp;<h2 class="st-heading-2">Bullish Roth Capital</h2>Roth Capital kept a&nbsp;‘Buy’ rating on Sable Offshore with a $24 price target and said that Sable is on track for its first oil sales by April 1 from the offshore Santa Ynez unit at around 50,000 barrels of oil per day.The firm said the company is in the process of filling its oil pipeline with its 540,000 barrels of oil storage and is confident that it can fill the pipe soon and commence first sales by April 1. The company will look to deploy an oil hedging program shortly after refinancing its Exxon Mobil (XOM) term loan, Roth added.The analyst noted that Sable plans to commence a shareholder return program after getting its debt permanently refinanced and putting on hedges.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around SOC stock trended in ‘bearish’ territory amid ‘low’ message volume.&nbsp;Shares in the company have jumped 58% so far in 2026.&nbsp;

Sable Offshore Stock Jumps – Who Is The Potential Buyer Of Its California Refinery Oil?

Chevron Corp. is reportedly planning to buy some of the first shipments of crude from Sable Offshore Corp.’s platforms off the coast of Santa Barbara, as per a Bloomberg report. 

Energy ETF (VDE) Hits New 52-Week High

VDE hits a new 52-week high, surging over 65% from its low as rising oil prices and Middle East tensions fuel momentum in the energy ETF.

ETFs to Go Long as Oil Prices Are Set to Stay High Post-Conflict

Oil prices may stay elevated through 2027, with Strait of Hormuz risks and infrastructure damage tightening global supply. Check these Energy ETFs to ride the upside.

<ul class="summary-bullets"><li>As part of the restructuring plan, NFE said that it will split into two entities, separating its Brazil assets from its remaining operations.&nbsp;</li><li>NFE said that creditors will swap debt for a mix of new debt, preferred equity, and a majority equity stake, and that the deal would significantly reduce the new publicly-listed company’s debt.&nbsp;</li><li>The company said that it will launch the UK restructuring process in April, while the entire restructuring is expected to be completed by Q3 2026.</li></ul>Shares of New Fortress Energy Inc. (NFE) surged more than 25% on Tuesday after the company reached a restructuring support agreement with its creditors under a consensual UK restructuring plan, in a move that is considered to be one of the largest restructuring transactions ever.As part of the deal, creditors are expected to exchange NFE debt for a combination of debt, common and preferred equity.The company said that it expects the transaction to be completed by the third quarter (Q3) of 2026.New Fortress Energy is a global energy infrastructure and liquefied natural gas company founded by Wes Edens, a co-founder of Fortress Investment Group and co-owner of the Premier League team Aston Villa and the NBA’s Milwaukee Bucks.<h2 class="st-heading-2">Restructuring Details</h2>As part of the restructuring plan, NFE said that it will split into two entities — BrazilCo, a private company holding its Brazil assets, and New NFE, a publicly traded LNG-to-power company with its remaining operations.The company said that creditors will swap debt for a mix of new debt, preferred equity, and a majority equity stake. The deal is expected to reduce the New NFE company’s debt from about $5.7 billion to roughly $527.5 million.Meanwhile, the company expects to issue up to $2.5 billion in preferred equity and 65% of common shares to creditors. Existing shareholders will be diluted to 35%, with potential for further dilution.The company said that it will launch the UK restructuring process in April, and the necessary court hearings to review and sanction the plan will follow.Chairman and CEO, Edens, said that the new NFE will be a “fundamentally transformed company” that will be a capital-light, low-leverage business expected to generate significant free cash flow, supported by long-term supply matched with long-term downstream demand.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NFE">NFE shares</a> jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_17_at_11_17_25_PM_png_6ca171d360.webp" alt="Screenshot 2026-03-17 at 11.17.25 PM.png" width="1282" height="163"></figure>&nbsp;One bullish user cheered the stock’s price action.<stembedurl>https://stocktwits.com/luisrivera26/message/647763335</stembedurl>&nbsp;Shares of NFE have declined more than 86% in the past year. Meanwhile, <a href="https://stocktwits.com/symbol/IFRA">iShares US Infrastructure ETF</a> (IFRA) has gained more than 14% in the last 12 months, while the <a href="https://stocktwits.com/symbol/VDE">Vanguard Energy ETF</a> (VDE) has surged over 30%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Billionaire Wes Edens’ Energy Infra Company Surged More Than 25% Today — Here’s Why

New Fortress Energy said it had reached a restructuring support agreement with its creditors under a consensual UK restructuring plan.

<ul class="summary-bullets"><li>HighPeak’s sales volumes during the fourth quarter of 2025 averaged 43.7 MBoe/d consisting of approximately 64% crude oil and 83% liquids.</li><li>HPK said that in light of the current geopolitical uncertainty and commodity price volatility, it is taking a disciplined and measured approach to 2026.&nbsp;</li><li>The Company’s Board of Directors suspended the dividend in the first quarter of 2026.</li></ul>HighPeak Energy shares fell in extended hours of trading on Wednesday after it posted a larger-than-expected loss compared to Wall Street expectations.&nbsp;HighPeak reported a net loss of $25.2 million for the fourth quarter of 2025, or $0.21 loss per diluted share, compared to net income of $8.9 million or income per diluted share of $0.06 from the same period last year. Analysts on average expected loss per share of $0.07, as per data from Fiscal.ai.&nbsp;<h2 class="st-heading-2">Fourth Quarter Update</h2>HighPeak’s sales volumes during the fourth quarter of 2025 averaged 43.7 MBoe/d consisting of approximately 64% crude oil and 83% liquids.HighPeak’s total capital expenditures, excluding acquisitions, for the fourth quarter of 2025 were $119.9 million with the addition of a second rig in October which was released in mid-January 2026.&nbsp;During the fourth quarter of 2025, HighPeak’s Board of Directors approved a quarterly dividend of $0.04 per share. However, the company’s Board of Directors suspended the dividend in the first quarter of 2026.<h2 class="st-heading-2">2026 Objectives</h2>The company said it is taking decisive, proactive measures across the organization. These include reducing its annual capital budget to align expenditures with cash flow generation, expanding HPK’s hedging program to capture attractive pricing and mitigate commodity price volatility, and suspending its dividend to increase annual liquidity by an estimated $20-$25 million.&nbsp;“In light of the current geopolitical uncertainty and commodity price volatility, we are taking a disciplined and measured approach to 2026. Our priority is clear: protect profitability and maximize free cash flow, not chase production volumes,” the company said.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around HPK trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;Shares of HPK rose 12% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Retail sentiment around HPK trended in ‘bullish’ territory amid ‘high’ message volume. 

HPK Stock Falls 8% After Hours – Here’s Why

HighPeak reported a net loss of $25.2 million for the fourth quarter of 2025, or $0.21 loss per diluted share, compared to net income of $8.9 million or income per diluted share of $0.06.

 Oil Price Hits $100 a Barrel Amid War in the Middle East: ETFs to Gain

USO and other ETFs surge as the Middle East conflict disrupts the Strait of Hormuz, pushing oil above $100 and lifting profits across the global oil industry.

Should You Invest in the Vanguard Energy ETF (VDE)?

<ul class="summary-bullets"><li>The report alleged that golfer Phil Mickelson was among the select investors.</li><li>Sable said it is providing documents and cooperating with requests from the government.</li><li>Sable also entered into a sales agreement with TD Securities and Jefferies to sell up to $250 million of common stock.</li></ul>Shares of Sable Offshore Corp. (SOC) plunged over 10% on Tuesday after the company revealed it had received subpoenas from the U.S. Attorney’s Office for the Southern District of New York and the SEC, following a Hunterbrook investigation alleging selective disclosure of material information to certain investors.The company also announced a $250 million share sale agreement.In an SEC filing, Sable said it received the subpoenas on December 2, weeks after Hunterbrook’s October 31 report. The report alleged that CEO Jim Flores shared multiple updates privately with select investors, including golfer Phil Mickelson.One such update was that the company may need to raise up to $200 million in equity by the end of 2025. Sable said it is providing documents and cooperating with government requests.<h2 class="st-heading-2">Sable’s $250 Million Share Sale Plan</h2>Sable also entered into a sales agreement with TD Securities (USA) LLC and Jefferies LLC, which will allow the company to sell up to $250 million of its common stock through an at-the-market (ATM) offering.&nbsp;Last month, California Attorney General Rob Bonta sued the Donald Trump administration over the planned restart of two onshore oil pipelines owned and operated by Sable. The lawsuit challenged federal orders that assert exclusive jurisdiction over the Las Flores pipelines. Bonta argued the pipelines run within California and should remain under state oversight, citing environmental risks.The lines have been shut down for a decade following the 2015 Refugio Beach oil spill, which released hundreds of thousands of gallons of crude.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits turned ‘extremely bearish’ from ‘bearish’ a day earlier. One user said the stock’s decline was an overreaction by the market.<stembedurl>https://stocktwits.com/s66666/message/643781913</stembedurl>Year-to-date, <a href="https://stocktwits.com/symbol/SOC">SOC shares</a> have declined around 25%.Read Also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-tirx-stock-surge-today/cZbiyMWR4m9">This Nano-Cap Insurance Stock Surged Over 200% Today – What Is The Bitcoin Connection?</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

SOC Stock Declines 10% – What Are The Factors Driving The Selloff?

The company disclosed that it has received subpoenas from the U.S. Attorney’s Office for the Southern District of New York and the SEC on reports of selective disclosure of material information to certain investors.

Current Price	$170.54
Prev Close	$169.13
Open	$169.52
Dividend Yield	N/A
50-Day Moving Average	$158.17
Beta	N/A
Avg. Volume	1.55M
PE Ratio	N/A

52-Week High	$179.34
52-Week Low	$103.07
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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