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Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is currently experiencing extreme volatility following a significant post-earnings sell-off, despite the company reporting record revenue and raised guidance. Investors are actively debating whether this double-digit decline represents a buying opportunity due to strong long-term AI and edge computing prospects or if the stock is facing a deeper technical breakdown driven by algo-selling and momentum exhaustion.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is attracting significant community attention as traders anticipate a pivotal regulatory decision regarding the sBLA filing for Anktiva, while monitoring recent earnings performance and international expansion efforts. The broader discussion is dominated by debates over non-cash accounting adjustments in the latest financial report and expectations for upcoming clinical data presentations.

Atara Biotherapeutics, Inc. is an allogeneic T-cell immunotherapy company, which engages in the development of transformative therapies for patients with serious diseases including solid tumors, hematologic cancers, and autoimmune diseases. It also delivers off-the-shelf treatments to patients with high unmet medical need. Its product pipeline includes Tab-cel, ATA188, ATA2271/ATA3271, and ATA3219. The company was founded by Isaac E. Ciechanover on August 22, 2012 and is headquartered in Thousand Oaks, CA.

Atara Biotherapeutics Inc

Atara Biotherapeutics is trending as investors react to a significant regulatory update regarding a potential FDA path forward for tabelecleucel, with the community actively debating the company's financial position and the likelihood of future capital raises. Traders are highlighting intense volatility and high volume as they monitor the stock's technical performance and assess the risk-reward profile ahead of upcoming regulatory milestones.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is experiencing significant market volatility as investors weigh record-breaking revenue and strong AI-driven licensing demand against concerns regarding supply chain bottlenecks and smartphone market contraction. The community is sharply divided, with bulls pointing to the company's long-term dominance in AI infrastructure and data center compute, while skeptics emphasize the stock's premium valuation and the executive team's cautious supply outlook.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is trending due to its recent securing of a major purchase order for its SiCore batteries from a new electric mobility customer, which has fueled investor optimism despite ongoing volatility. Community members are actively debating the company's long-term growth potential and warrant redemption structure, with many viewing recent price fluctuations as a strategic buying opportunity rather than a reflection of fundamental 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

Fluence Energy is seeing significant market interest as investors weigh its record $5.6 billion backlog and growing data center hyperscaler partnerships against ongoing profitability challenges. The community is actively debating whether the recent momentum represents a genuine re-rating of the company's long-term infrastructure potential or continued execution risk.

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 is experiencing significant upward momentum as investors rally behind a blowout earnings report that highlights recovering margins and resilient demand for AI infrastructure. The community is heavily focused on the potential for a massive short squeeze, with many participants dismissing recent negative headlines and advocating for a long-term position to capitalize on the company's growth as a key player in the AI data center sector.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

The SPDR Dow Jones Industrial Average ETF (DIA) is seeing heightened investor activity driven by ongoing geopolitical uncertainty surrounding the Strait of Hormuz and conflicting signals regarding a potential ceasefire. Market participants are actively debating whether the current rally is sustainable given these macroeconomic headwinds, leading to intense discussion on social media regarding potential market corrections and the impact of geopolitical news on broad index performance.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing intense momentum and heavy call option activity as investors speculate on a major hyperscaler contract following the strategic acquisition of Mirantis. The community is actively debating whether to hold through upcoming earnings to capture a potential breakout or to de-risk after a significant recent price surge.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is seeing strong investor interest following news of a significant share buyback program and an expansion into custom data center silicon for major hyperscalers. The community is actively debating the stock's potential for a valuation re-rating as it pivots from a traditional handset supplier toward a broader role in edge AI and high-performance computing.

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Velo3D to Announce First Quarter 2026 Results on May 12, 2026

Velo3D to Announce First Quarter 2026 Results on May 12, 2026 Velo3D to Announce First Quarter 2026 Results on May 12, 2026 PR Newswire FREMONT, Calif., April 28, 2026 FREMONT, Calif., April 28, 2026...

Velo3D, Inc. Announces Closing of $50 Million Underwritten Registered Direct Offering of Common Stock

Velo3D, Inc. Announces Closing of $50 Million Underwritten Registered Direct Offering of Common Stock Velo3D, Inc. Announces Closing of $50 Million Underwritten Registered Direct Offering of Common...

Why Velo3D Shares Are Trading Lower On Monday?

VELO shares tumble after pricing a discounted $50 million equity offering, raising dilution concerns among investors.read more...

Why Velo3D Shares Are Up 50% This Week: Andretti Partnership And $9.8 Million Defense Contract

Velo3D Inc (NYSE: VELO) shares are trading lower on Friday as traders weigh whether the recent momentum run has more room to run.read more...

Why Is Velo3D Stock Soaring Tuesday?

Discover how Velo3D is driving innovation in motorsports and defense. See why VELO stock is trending with recent gains and bullish momentum.read more...

<ul class="summary-bullets"><li>Velo3D stated that, as part of the collaboration, it designed and produced an aluminum CP1 radio-control mounting bracket for the No. 43 Porsche.</li><li>The company added that its design enhances the rigidity and performance of key cockpit communication and control systems.</li><li>Velo3D stated that it optimized the CP1 radio control using generative design tools to improve structural efficiency while reducing weight.</li></ul>Shares of Velo3D Inc. (VELO) surged nearly 38% on Tuesday before paring some of the gains after the company announced a partnership with Andretti Performance.Velo3D stated that it will partner with Andretti Performance as an official sponsor and additive manufacturing technology provider for two 2026 IMSA Michelin Pilot Challenge events.<a href="https://stocktwits.com/symbol/VELO">Velo3D shares</a> were up over 34% in Tuesday morning’s trade.<h2 class="st-heading-2">What Is The Partnership About?</h2>Velo3D stated that, as part of the collaboration, it designed and produced an aluminum CP1 radio-control mounting bracket for the No. 43 Porsche.The company stated that its design enhances the rigidity and performance of key cockpit communication and control systems. The component was made using a lightweight, high-strength material suited for additive manufacturing and increasingly used in aerospace and defense for its elevated-temperature performance, it said.Velo3D stated that it optimized the CP1 radio control using generative design tools to improve structural efficiency while reducing weight.The company also added that its branding will feature on the No. 43 Andretti Performance Porsche at WeatherTech Raceway Laguna Seca and Indianapolis Motor Speedway.“This partnership is more than brand alignment. It is a real-world demonstration of how advanced additive manufacturing can solve complex engineering challenges and deliver superior performance in the most demanding environments,” said Velo3D CEO Arun Jeldi.<h2 class="st-heading-2">Velo3D Bags Multiple Defense Contracts This Year</h2>Velo3D secured multiple defense contracts this year, with the latest being a $9.8 million one from the Department of War in March to support the Defense Logistics Agency. The five-year contract allows the DLA to procure qualified additively manufactured components to support readiness needs across the Army, Navy, Air Force, Marine Corps, and Space Force.In February 2026, Velo3D announced that it had secured a $11.5 million contract from a key U.S. defense contractor to produce high-performance, critical components using its Rapid Production Solution (RPS) and industrial-scale Laser Powder Bed Fusion (LPBF) printing technologies.During the same month, Velo3D announced that it had qualified as the first additive manufacturing vendor for ground vehicles of the U.S. Army.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/VELO">Velo3D</a> trended in the ‘bullish’ territory, with message volumes at ‘high’ levels at the time of writing.One user stated that the deal with Andretti Performance highlights the trust placed in Velo3D’s precision manufacturing technology.<stembedurl>https://stocktwits.com/MeanReverter_/message/650893075</stembedurl>Another user stated that the VELO stock will not fall under $10 again.<stembedurl>https://stocktwits.com/AMEngineer/message/650893864</stembedurl><a href="https://stocktwits.com/symbol/VELO">VELO stock</a> is up 14% year-to-date and 112% over the past 12 months. The ARK Autonomous Technology &amp; Robotics ETF (ARKQ) is up 107% over the past 12 months, while the 3D Printing ETF (PRNT) is up 30%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kevin-warsh-regime-change-fed-inflation-framework-senate-hearing/cZBIZLlRI6P">Kevin Warsh Calls For 'Regime Change' In Inflation Framework, Says Fed Missed Its Mark As Prices Soared 25% To 35% Post COVID-19</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

“We are pleased to have settled our lawsuit with the United States Department of Justice,” the LYV said in a statement as its stock closed higher. 

VELO Stock Soars 38%, Races Toward Best Single-Day Move In 4 Months — What Is Fueling The Rally?

Velo3D stated that it will partner with Andretti Performance as an official sponsor and additive manufacturing technology provider for two 2026 IMSA Michelin Pilot Challenge events.

Equity

VELO3D and ANDRETTI PERFORMANCE PARTNER FOR 2026 IMSA MICHELIN PILOT CHALLENGE

VELO3D and ANDRETTI PERFORMANCE PARTNER FOR 2026 IMSA MICHELIN PILOT CHALLENGE VELO3D and ANDRETTI PERFORMANCE PARTNER FOR 2026 IMSA MICHELIN PILOT CHALLENGE PR Newswire FREMONT, Calif., April 21...

What's Going On With Velo3D Stock Monday?

Velo3D (NASDAQ: VELO) shares fall as CFO transition takes effect amid rising short interest and market volatility.read more...

<ul class="summary-bullets"><li>Velo3D will produce complex military components using its advanced metal printing technology as a part of the Joint Additive Manufacturing Acceptability Pilot Parts Program.</li><li>The program is designed to accelerate the adoption of 3D-printed components in the military and establish standardized processes and clear approval pathways.</li><li>The stock has shed more than 35% over the past four sessions, following a disappointing fourth-quarter print.</li></ul>Shares of Velo3D (VELO) gave up early premarket gains, slipping over 3% on Monday, and heading for a fourth consecutive day of losses.&nbsp;<a href="https://stocktwits.com/symbol/VELO">VELO stock</a> has now dropped more than 35% during the recent sell-off.On Monday, the company secured a $9.8 million, five-year contract from the Department of War to support a metal manufacturing program aimed at speeding up production timelines for critical U.S. military components.Under the agreement, Velo3D will produce complex components using its advanced metal printing technology, helping address supply chain gaps. The Joint Additive Manufacturing Acceptability (JAMA) Pilot Parts Program is designed to accelerate the adoption of 3D-printed components and establish standardized processes and clear approval pathways for additively manufactured spare and replacement parts.This comes just weeks after the company secured a multi-year production agreement with a major U.S. defense contractor, a deal valued at $11.5 million. The deal will leverage Velo’s Rapid Production Solution and Laser Powder Bed Fusion technology to manufacture critical components. The company specializes in additive manufacturing, enabling faster, more cost-effective production than traditional methods.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Despite the intraday slide, retail sentiment on Stocktwits turned ‘extremely bullish’ from ‘bullish’ a day earlier, amid ‘extremely high’ message volumes.One user played down the latest contract, citing it as a pilot program, but said the next contract could be “significantly larger.”<stembedurl>https://stocktwits.com/watchfilingdocuments/message/648939282</stembedurl>Another user said Velo is “firmly entrenched with defense” and will become “indispensable.”<stembedurl>https://stocktwits.com/TradeWinner/message/648924484</stembedurl>Year-to-date, the stock has declined 38%.<h2 class="st-heading-2">Debt Reduction And FY 2026 Forecast</h2>The company recently reported a 25% decline in fourth-quarter (Q4) revenue, with the net loss widening to nearly $22 million. It reported a 5% decline in 3D printer and parts revenue, mainly due to fewer system sales.The company said it expects full-year 2026 revenue to range between $60 million and $70 million and anticipates achieving positive earnings before interest, taxes, depreciation, and amortization (EBITDA) in the second half of the year, delayed from its earlier expectation of reaching the milestone in the first half. Velo3D also appointed James Suva as the CFO.Earlier this month, CEO Arun Jeldi acquired a $5 million promissory note and converted it into shares at $16.38 each, while director Ken Thieneman converted a $10 million note at $10.50 per share. Together, it reduced the company’s outstanding debt by about 60% to roughly $10 million.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Velo 3D logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

VELO Stock On Track For Fourth Straight Loss Despite New $10M Defense Order – But Retail Says Company Will Become ‘Indispensable’

The company secured a $9.8 million, five-year contract from the Department of War, just weeks after a separate $11.5 million defense contract.

Velo3D Secures $9.8 Mln Multi-Year Defense Contract

(RTTNews) - Velo3D Inc. (VELO), a metal 3D printing technology company, on Monday said it has been awarded a $9.8 million multi-year contract from the Department of War supporting the Defense Logistics Agency...

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

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