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Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

A sharp rebound is drawing attention to NASAs CLPS 2.0 lunar-delivery program and the prospect of future task orders for Intuitive Machines, alongside anticipation of upcoming earnings. Traders are debating whether the companys eligibility to compete will translate into meaningful awards, while some attribute the bounce to short covering.

Alnylam Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing novel therapeutics based on ribonucleic acid interference. The company was founded by Noble Laureate, David Bartel, Thomas Tuschl, Phillip Zamore, Paul R. Schimmel, and Phillip Allen Sharp on June 14, 2002, and is headquartered in Cambridge, MA.

Alnylam Pharmaceuticals Inc

Alnylams steep post-earnings selloff is dominating discussion, as traders focus on slower Amvuttra patient starts and reimbursement uncertainty despite strong product sales. The community is split between concerns about commercial execution and optimism that the RNAi pipeline and upcoming HELIOS-B data and cemdisiran FDA decision could support the longer-term story.

GLOBALFOUNDRIES, Inc. provides foundry services and manufactures semiconductors. It offers global shuttle, mask, post-fab and turnkey services. The company was founded on October 7, 2008 and is headquartered in Malta, NY.

GlobalFoundries Inc

GlobalFoundries recent earnings beat and stronger profit guidance are drawing attention, but shares have remained volatile amid analyst price-target cuts and bearish options positioning. Traders are split between concerns about mature-node demand and contract renewals, and the view that the selloff is overdone and the results support a rebound.

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

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Analyst upgrades and Zeta Live announcements are driving attention: traders are weighing Goldman Sachs Buy upgrade and optimism around the new AthenaOS platform and AI partnerships against questions about execution and whether the products will translate into revenue. Many are positioning ahead of earnings, while others are cautious about the stocks ability to sustain its gains amid broader tech-market weakness.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluences renewed FY2026 outlook cut, driven by continued Houston manufacturing delays, has put execution problems and the companys ability to convert its backlog into revenue at the center of discussion. Traders are split between concerns about management credibility and operations and dip-buyers who see persistent storage demand and new operations leadership as possible reasons for a turnaround.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflakes launch of Agentic Marketplace Discovery has fueled renewed enthusiasm around its enterprise-AI opportunity and a broader software-sector bid. Traders are split between backing the breakout and questioning the valuation, with some expecting further gains while others point to profit-taking and the stocks post-earnings pullback.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubriks strong quarterly results and raised full-year outlook have drawn attention, but shares sold off as traders questioned the slower cloud net-new ARR outlook and managements guidance. Bulls view the business and AI-related cyber-resilience demand as intact, while skeptics argue that high expectations and management credibility concerns could keep pressure on the stock.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Fireflys engine, technology-licensing and engineering agreement with AST SpaceMobile for its planned rocket is driving attention, with traders viewing the deal as validation of Fireflys propulsion business and a boost to its backlog. Some are cautious about the stock component and financing details, execution risks, and the upcoming earnings report.

Chainlink (LINK) is a cryptocurrency launched in 2017and operates on the Ethereum platform. Chainlink has a current supply of 1,000,000,000 with 748,099,970.42488396 in circulation. The last known price of Chainlink is 10.7808229 USD and is down -0.30 over the last 24 hours. It is currently trading on 2314 active market(s) with $147,808,096.15 traded over the last 24 hours. More information can be found at https://chain.link/.

ChainLink

LINKs sharp rebound and breakout have drawn attention, with traders connecting the move to institutional and tokenization developments, including Coinbases reported selection of Chainlink infrastructure for tokenized stocks on Base. Bulls view adoption as a long-term tailwind, while skeptics question whether that utility will translate into token value and warn the rally could fade.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Attention centers on the upcoming Q3 results and whether BRIUMVIs commercial growth is continuing; traders also view the subcutaneous Phase 3 readout as a key longer-term catalyst. Bulls point to sales momentum and possible short-covering or a buyout, while skeptics warn that expectations are elevated and the earnings reaction could be volatile.

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OMCL vs. VEEV: Which Stock Should Value Investors Buy Now?

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UCB Selects Veeva Vault CRM

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Veeva Systems (VEEV) reached $307 at the closing of the latest trading day, reflecting a -1.9% change compared to its last close.

Is It Worth Investing in Veeva (VEEV) Based on Wall Street's Bullish Views?

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Is Veeva (VEEV) a Buy as Wall Street Analysts Look Optimistic?

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Veeva Systems, Inc. engages in the provision of industry cloud solutions for the global life sciences industry. The firm's solutions enable pharmaceutical and other life sciences companies to realize the benefits of modern cloud-based architectures and mobile applications for their most critical business functions, without compromising industry-specific functionality or regulatory compliance. Its customer relationship management solutions enable its customers to increase the productivity and compliance of their sales and marketing functions. The firm's regulated content management and collaboration solutions enable its customers to more efficiently manage regulated, content-centric processes across the enterprise. Its customer master solution enables customers to more effectively manage complex healthcare provider and healthcare organization data. The company was founded by Mark Armenante, Peter P. Gassner, Doug Ostler, Mitch Wallace and Matthew J. Wallach on January 12, 2007 and is headquartered in Pleasanton, CA.

Veeva Systems Inc - Ordinary Shares - Class A

Michael Burry Stays Bullish On VEEV, Calls SNOW 'Overvalued' — And Revisits 'Big Short' Thesis That Best Stocks Fall By Half First

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<ul class="summary-bullets"><li>Burry indicated that he would use a pullback in VEEV to build a larger position.</li><li>He warned Snowflake could face longer-term risks from cyberattacks on data lakes as AGI and quantum computing advance.</li><li>The investor said technical analysis helps him manage entry points while limiting the psychological biases that can come with owning a stock.</li></ul>"The Big Short" investor Michael Burry has reiterated his bullish view on Veeva Systems but said he recently trimmed his position after a sharp rally carried shares to a key resistance level. In the same Substack chat session, he called Snowflake stock "very overvalued," offering a window into his latest thinking on individual names.Burry disclosed a position in VEEV in April, making the stock one of its key picks in a software-rebound thesis. In May, he said “VEEV is still cheap,” arguing that the market had punished the life-sciences software company more severely than its underlying fundamentals warranted, and increased his exposure to the stock.The position became one of the more significant holdings in his portfolio, alongside other beaten-down software names such as Adobe.&nbsp;A key part of Burry’s Veeva thesis is that the company’s core Vault platform is less vulnerable to competition and disruption than its CRM business. While Salesforce poses a competitive threat in CRM, Burry reportedly believes that the broader Veeva franchise, particularly its life-sciences-focused software, remains relatively well protected.“A stock that was recently beaten down rising very fast to a level of significant resistance/overhead pressure could lead me to trim the position. It would not lead me to sell it outright. This happened with VEEV recently which also coincided with a much higher valuation,” Burry posted in his&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://michaeljburry.substack.com/chat/posts/ac8f7c9d-3881-4866-a5cd-5dd09f8b16d9">chat group</a>.<a href="https://stocktwits.com/symbol/VEEV">VEEV stock</a> has climbed sharply from lows in May, and rose 15% last Thursday after reporting upbeat earnings.<h2 class="st-heading-2">Burry Sees SNOW As Overvalued</h2>On Snowflake, Burry said that not only is the stock overvalued but the company “also faces an existential threat if the ecosystem of data lakes is proven too vulnerable to cyberattack if/when AGI and quantum computing becomes available.”“The headwinds would be lesser if companies develop their own AI departments and decide to keep more data in-house.”&nbsp;On Wednesday, Snowflake beat Wall Street estimates for quarterly ​results and raised its full-year product revenue forecast, signaling robust demand for its ‌cloud data platform and AI offerings and sending its shares surging over 20% in overnight trading.<h2 class="st-heading-2">‘The Big Short’ Book: Burry’s Investing Style&nbsp;&nbsp;</h2>Burry said he embraces sharp declines in stocks when they create an opportunity to build larger positions at cheaper prices.&nbsp;Referring to a comment by his longtime friend Jim Clarke of Brandywine in Michael Lewis’ 2010 book “The Big Short,” Burry recalled the idea that the “perfect Burry stock” is one that falls by half before eventually rising several times over. Burry said he has used technical analysis to improve on that approach, while also acknowledging the advantage of being able to buy more of a company when its stock falls.Burry pointed to Molina Healthcare and Veeva as examples where lower prices allowed him to accumulate much larger positions. He also noted that being invested in a stock can deepen his understanding of the company, but can simultaneously introduce psychological biases. His approach, he said, is to “try to push the former up and keep the other down” — meaning he wants to increase his understanding of an investment while keeping emotional and psychological biases under control.Overall, Burry’s Veeva trade appears to be a bet on a re-rating of high-quality SaaS stocks after the AI-driven selloff.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kimi-k3-operator-moonshot-reportedly-files-for-hong-kong-ipo-as-china-s-ai-advances-weigh-on-open-ai-anthropic/cZsMNruRJHq">Kimi K3 Operator Moonshot Reportedly Files For Hong Kong IPO As China’s AI Advances Weigh On OpenAI, Anthropic</a>&nbsp;

The Veeva Systems, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 31, 2024. (Photo Illustration by Jaque Silva/NurPhoto via Getty Images)

The investor says sharp selloffs can create opportunities to accumulate more shares, while cautioning that conviction must be balanced against valuation and risk.

Molina Healthcare Inc

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