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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 trending after the National Comprehensive Cancer Network updated its clinical guidelines to include ANKTIVA for a broader range of bladder cancer patients, signaling a significant expansion of the drug's eligible treatment population. The community is buzzing over this potential catalyst for increased insurance coverage and revenue, while actively discussing the long-term outlook for the company's immunotherapy platform as it gains momentum in both clinical and international markets.

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 surging following a massive five-year, $27 billion AI infrastructure deal with Meta, which builds on a recent $2 billion equity investment from Nvidia. The community is heavily focused on the company's rapid hyperscaler expansion, debating the implications of this contract for future revenue and whether the stock's valuation is poised for a sustained breakout or a potential pullback.

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 currently trading in a tight consolidation range as investors weigh record-breaking revenue and strong AI infrastructure demand against margin compression concerns and lingering sentiment around historical accounting reports. The community is actively debating the company's long-term value, with many hopeful that upcoming industry conferences and strategic NVIDIA ecosystem partnerships will finally catalyze a breakout from the stock's multi-month sideways trend.

Greenwich LifeSciences, Inc. engages in the development of a breast cancer immunotherapy designed to prevent the recurrence of breast cancer following surgery. The company was founded by Eric Rothe on August 29, 2006 and is headquartered in Stafford, TX.

Greenwich LifeSciences Inc

Greenwich LifeSciences is trending after reporting that the non-HLA-A*02 arm of its Phase III FLAMINGO-01 trial shows a continued reduction in recurrence rates, mirroring promising Phase II results. The community is actively discussing the potential for a major data catalyst following the announcement that the full Steering Committee will co-author upcoming AACR abstracts, with many longs viewing recent price consolidation as a strategic entry point.

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

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is currently a major focus for investors navigating high volatility as they weigh the company's long-term nuclear energy ambitions against immediate regulatory and financial pressures. The community remains deeply polarized, with bulls pointing to strategic partnerships and potential government-backed clean energy catalysts, while bears express significant skepticism regarding the firm's pre-revenue status, insider selling, and extended development timelines.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is seeing a significant surge in trading volume and investor interest as the market anticipates potential product updates and partnership news at the upcoming OFC conference. Community discussion is heavily focused on the company's progress in scaling manufacturing for AI-driven optical interconnects, with traders debating whether upcoming industry events will provide the long-awaited catalyst for sustained price momentum.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as investors aggressively position themselves ahead of the upcoming earnings report, driven by analyst price target hikes and bullish sentiment surrounding its critical role in AI memory infrastructure. The community is heavily focused on the company's high-volume HBM4 production for NVIDIA's Vera Rubin systems and the broader memory super-cycle, with intense debate ongoing between bulls anticipating a breakout toward new highs and bears wary of overvaluation.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Delta Air Lines is facing significant operational headwinds as a prolonged government shutdown triggers mandatory flight capacity cuts and widespread cancellations, putting pressure on industry profit guidance. Despite these challenges, market sentiment remains cautiously optimistic as investors monitor the impact of rising fuel costs against the backdrop of robust travel demand and resilient corporate booking trends.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital (NUAI) is trending as investors focus on the recent appointment of Ted Warner as CFO, which the community interprets as a signal of imminent hyperscaler partnerships. While some traders are capitalizing on high volatility and speculative momentum, others are voicing frustration over delayed tenant announcements and potential dilution, maintaining a cautious wait-and-see approach.

Aventus Network

Aventus Network is currently trending as community members discuss its potential for a breakout, fueled by its enterprise-grade technology, Polkadot integration, and the recent incorporation of its DAO in the UAE. Investors are actively highlighting the project's low market capitalization and strategic advisory appointments as bullish catalysts while keeping a close watch on trading volume for signs of sustained momentum.

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<ul class="summary-bullets"><li>Morgan Stanley said that significant revenue revisions in the firm's forecast are somewhat offset by downward pressure on free cash flow due to a lower operating margin posture.&nbsp;</li><li>Stifel lowered its price target to $30 from $40 and kept a ‘Hold’ rating on Figma shares, saying it was waiting for clarity on margin implications.</li><li>Figma on Wednesday posted a 40% year-on-year growth in quarterly revenue, which came in at $303.8 million, and beat street expectations of $293.15 million.</li></ul>Figma Inc. (FIG) reported market-beating fourth-quarter (Q4) 2025 results and outlook on Wednesday, sending shares of the digital design company higher in after-hours trading. At the time of writing, FIG stock climbed more than 6%.Despite the upbeat performance, RBC Capital lowered its target on Figma to $31 from $38 and kept a ‘Sector Perform’ rating on the shares, according to TheFly. Meanwhile, Morgan Stanley cut the price target on the company to $44 from $48 and maintained an ‘Equal Weight’ rating.Goldman Sachs, Stifel, JPMorgan, and Wells Fargo also lowered price targets on Figma.<h2 class="st-heading-2">Analyst Rationale</h2>RBC Capital’s analyst Rishi Jaluria said that while Figma delivered a "solid" Q4 earnings beat, the firm would prefer to wait for a better entry point before turning more constructive.Morgan Stanley’s Elizabeth Porter also noted the company’s strong Q4 results, adding, however, that significant revenue revisions in the firm's forecast are somewhat offset by downward pressure on free cash flow due to a lower operating margin posture.Stifel lowered its price target to $30 from $40 and kept a ‘Hold’ rating on Figma shares, saying it was waiting for clarity on margin implications. Meanwhile, Goldman Sachs lowered its price target on Figma to $35 from $40 and maintained a ‘Neutral’ rating.<h2 class="st-heading-2">Earnings Snapshot</h2>Figma <a href="https://stocktwits.com/news-articles/markets/equity/figma-gets-better-as-ai-gets-better-says-ceo-as-stock-soars-on-strong-results/cZRK41FR4wR">posted</a> a 40% year-on-year growth in quarterly revenue, which came in at $303.8 million, and beat street expectations of $293.15 million, as per data from Fiscal.ai. Meanwhile, the company reported diluted earnings per share of $0.08 compared to expectations of $0.06.The company said it expects revenue between $315 million and $317 million in the first-quarter (Q1) of 2026, a 38% year-on-year growth at the midpoint, versus analyst expectations of $292.5 million.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/FIG">FIG shares</a> jumped from ‘neutral’ to ‘extremely bullish’ territory over the past 24 hours, while message volumes increased to ‘extremely high’ from ‘low’ levels.One bullish user highlighted the company’s 40% growth, adding that Figma had gone from being a design tool to a product development operating system.<stembedurl>https://stocktwits.com/Options_Destroyer/message/645301797</stembedurl>&nbsp;Another bullish user said that the market was not expecting a ‘beat-and-raise’ result, adding that it was ‘inevitable’ for the shares to hit $45-$50.<stembedurl>https://stocktwits.com/tradingninza/message/645321086</stembedurl>&nbsp;Shares of FIG have declined more than 77% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/immunitybio-partnership-to-expand-access-to-anktiva-across-30-countries/cZRkGiwR4D5">ImmunityBio Announces Partnership To Expand Access To Anktiva Across 30 Countries</a>

The Figma AI logo is seen displayed on a smartphone screen. 

Figma Q4 Results Beat Street Expectations, So Why Are Analysts Slashing Targets?

RBC Capital lowered its target on Figma to $31 from $38 and kept a ‘Sector Perform’ rating on the shares, according to TheFly. 

Equity

<ul class="summary-bullets"><li>CEO Dylan Field said that the company had expanded from four to eight products in 2025 and launched more than 200 features, including new AI, native functionality.&nbsp;</li><li>Field said that in Q4, Figma Make, the company’s AI-powered, prompt-to-app tool, saw a 70% quarter-on-quarter growth in weekly average users.&nbsp;</li><li>The company is expected to post revenue between $315 million and $317 million in the upcoming quarter, implying a 38% year-over-year growth at the midpoint of the range.</li></ul>Shares of Figma Inc. (FIG) soared nearly 20% after-hours on Wednesday, following the company’s strong fourth-quarter (Q4) 2025 results and upbeat outlook.The digital design tool company posted a 40% growth in revenues year-on-year, and said net dollar retention rate rose to 136%, driven by platform and artificial intelligence (AI) adoption.“As AI gets better, Figma gets better and we're shipping faster than ever,” CEO Dylan Field said in a call with investors. Field highlighted that the company had expanded from four to eight products in 2025 and launched more than 200 features, including new AI, native functionality.He said that the company was carrying that pace and product velocity into 2026, highlighting Figma’s latest partnership with Anthropic that will allow users to transfer code from Claude into Figma’s platform.<h2 class="st-heading-2">Shift To AI</h2>Investors have been concerned about competition from AI, with selloffs affecting the entire application software industry in recent months.However, Figma’s results appear to have assuaged fears as it outlined how it is using AI to deepen platform adoption by embedding capabilities directly into workflows.Field said that in Q4, Figma Make, the company’s AI-powered, prompt-to-app tool, saw a 70% quarter-on-quarter growth in weekly average users. Meanwhile, the company’s AI image editing tools were used more than 10 million times within weeks of launch, he said.Field also highlighted Figma’s integrations with Anthropic’s Claude and OpenAI’s ChatGPT, as well as the company’s acquisition of Weavy as drivers of AI adoption.On Tuesday, Figma announced a feature called “Code to Canvas” that will convert code generated in Claude Code into editable designs within its software, in a bid to bridge AI coding and designing processes.“AI offers a new creative starting point. It's like clay that you can shape,” Field said in the call. “The first prompt does not need to be the final output. That's where humans come in and whether this process starts in a terminal, a prompt box with UI in the Figma canvas, a hand-drawn sketch, Figma is the place where it all comes together. Design is where all of that connects with code and canvas, speed and craft agents and human judgment.”<h2 class="st-heading-2">Earnings Snapshot</h2>The company posted quarterly revenue of $303.8 million, above street expectations of $293.15 million, as per data from Fiscal.ai. Meanwhile, the company reported diluted earnings per share of $0.08 compared to expectations of $0.06.The software company said that over half of its weekly active users of Figma Make 70% were paid customers with more than $100,000 in annual recurring revenue, building in Figma Make on a weekly basis in the three months ended Dec. 31, 2025. Over 80% of Figma Make’s weekly active users on Full seats also used Figma Design in the quarter, reflecting the increased adoption of AI workflows across its platform, the company said.The company said it expects revenue between $315 million and $317 million in the upcoming quarter, implying a 38% year-over-year growth at the midpoint of the range. Analysts on Fiscal.ai on average expected $292.51&nbsp;&nbsp;&nbsp;&nbsp;million in revenues.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/FIG">FIG shares</a> jumped from ‘bearish’ to ‘extremely bullish’ in the past 24 hours. Meanwhile, message volumes increased from ‘low’ to ‘extremely high’ levels. &nbsp;One user appreciated Figma’s ‘amazing quarter’ and said that AI was working great for them.<stembedurl>https://stocktwits.com/RazorbackAJ/message/645272589</stembedurl>&nbsp;Another bullish user called the integration with Claude Code a ‘massive opportunity.’<stembedurl>https://stocktwits.com/waits/message/645278542</stembedurl>&nbsp;A third user predicted a price of $35 in the short term, adding that it may go higher. Shares of FIG were trading around $27.98 at the time of writing.<stembedurl>https://stocktwits.com/Bobky2030/message/645274832</stembedurl>&nbsp;FIG stock has fallen more than 79% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/wingstop-shares-close-higher-on-q4-earnings-beat-analyst-flags-too-optimistic-guidance/cZRKdIxR4vz">Wingstop Shares Close Higher On Q4 Earnings Beat — Analyst Flags ‘Too Optimistic’ Guidance</a> &nbsp;

In this photo illustration, Figma logo is seen on a smartphone screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

‘Figma Gets Better As AI Gets Better,’ Says CEO As Stock Soars On Strong Results

The digital design tool company posted a 40% growth in revenues year-on-year and said net dollar retention rate rose to 136%, driven by platform and AI adoption.

<ul class="summary-bullets"><li>Project Genie is an early-stage research model designed to build living, interactive worlds.</li><li>The tool relies on Google’s Genie world model, which simulates physics, movement, and object interactions.</li><li>Unity CEO says that these tools expand creative possibilities but are not yet ready to replace traditional game engines.</li></ul>Unity Software Inc. (U) stock slid sharply on Friday after tech giant Alphabet Inc.’s (GOOG, GOOGL) Google unveiled a new AI-driven tool that could change how virtual environments are created.&nbsp;The initiative, known as Project Genie, allows users to generate immersive digital worlds instantly, using simple text prompts or images, and then navigate those environments in real time.Unity, known for its widely used game development engine, saw its&nbsp;<a href="https://stocktwits.com/symbol/U">stock</a> tumble about 21% by Friday mid-morning.&nbsp;However, on Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘extremely bearish’ territory the previous day. Message volume shifted to ‘high’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_30_114043_png_53e6788b6f.webp" alt="U’s Sentiment Meter and Message Volume as of 11:30 a.m. ET on Jan. 30, 2026 | Source: Stocktwits" width="936" height="104"><figcaption>U’s Sentiment Meter and Message Volume as of 11:30 a.m. ET on Jan. 30, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Project Genie</h2>Project Genie is an early-stage research model designed to build living, interactive worlds. Users can create characters, define landscapes, and explore environments that continuously expand as they move. The system generates scenery in real time, enabling exploration by walking, driving, flying, or riding through AI-built settings.The tool relies on Google’s Genie world model, which simulates physics, movement, and object interactions while maintaining consistency across environments.&nbsp;<h2 class="st-heading-2">How Did The CEO React?</h2>Unity’s CEO Matthew Bromberg took to the social platform X to reassure developers and investors, explaining how “world models” technology fits into Unity’s long-term strategy.In his&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MBromberg/status/2017275495696540149">post</a>, Bromberg said that these tools expand creative possibilities but are not yet ready to replace traditional game engines. He added that while results from the models can appear sophisticated, the outputs remain probabilistic, meaning they can change unpredictably with each interaction.&nbsp;That lack of consistency makes them difficult to use in games that require precise mechanics and repeatable player experiences, Bromberg said.&nbsp;<blockquote>“Rather than viewing this as a risk, we see it as a powerful accelerator. Video-based generation is exactly the type of input our Agentic AI workflows are designed to leverage—translating rich visual output into initial game scenes that can then be refined with the deterministic systems Unity developers use today.”- Matthew Bromberg, CEO, Unity&nbsp;</blockquote>U stock has gained over 32% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives--ai-will-drive-apple-2026-story-i-phone-price-hikes/cmySFEnR4Sh">Dan Ives Says AI Will Drive Apple’s 2026 Story As iPhone Price Hikes Linger: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Unity Technologies.

Unity Shares Tumble After Google Unveils AI World-Building Tool – CEO Plays Down The Threat

Google’s Project Genie allows users to generate immersive digital worlds instantly with simple text prompts or images, then navigate them in real time.

Himax Technologies, Inc. ($HIMX) shares jumped on Thursday after an analyst said the Taiwanese fabless semiconductor company could be a potential wafer-level optics (WLO) supplier for Nvidia Corp. (<a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">$NVDA</a>) and Taiwan Semiconductor Manufacturing Company Ltd. (<a class="mention" data-mention="$TSM" data-symbol-id="TSM" href="https://stocktwits.com/symbol/TSM" target="_blank">$TSM</a>).Himax stock settled Thursday’s session up 44.93% at $9.71 on about 25 times its average volume. This marked its highest close since Jan. 18, 2022.TFI Securities analyst Ming-Chi Kuo said in a post on Medium that he expects Himax to leverage its WFO technology and strong partnership with Fiber Optics Communications to enter the supply chain for TSM’s co-packaged optics (CPO) and Nvidia’s next-generation artificial intelligence (AI) chips Rubin series.&nbsp;Himax has a 5.3% equity stake in Fiber Optics Communications, Kuo said.“Looking ahead, CPO is anticipated to become the critical chip design of AI servers and HPC, making WLO a key driver of long-term growth for Himax,” he added.The analyst expects the demand for WLO technology, driven by CPO applications, to begin contributing to Himax's revenue in the fourth quarter of 2024, primarily driven by technical qualification and trial production. He expects steady growth in 2025 and rapid acceleration in 2026.Later, Baird analyst Tristan Gerra upped the price target for Himax stock from $5 to $7 and maintained an ‘Outperform’ rating, citing CPO and augmented reality (AR) opportunities. These opportunities reach to Himax’s core technological capabilities and represent secular growth vectors, the analyst said.Gerra said Himax is well-positioned to benefit from TSMC’s plan to ramp photonics within CoWoS packaging in 2026 to address AI-driven surging bandwidth demand.Himax is also well-positioned with its microdisplay and waveguide patented technologies into a new class of AR devices launching in the next two to three years as tier-one OEMs have given up on internal microdisplay development efforts, he added.’<figure class="image"><img style="aspect-ratio:635/137;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/himx_sentiment_24f543abad.png" alt="himx_sentiment.png" width="635" height="137"><figcaption>HIMX sentiment and message volume December 12, 2024, as of 10:47 pm ET | Source:&nbsp;Stocktwits</figcaption></figure>On Stocktwits, sentiment toward Himax improved from ‘neutral’ a day ago to ‘extremely bullish’ (97/100), marking the highest level in over a year. Reflecting increasing activity levels among retailers, message volume spiked to ‘extremely high.’One Stocktwits user said Himax is headed toward $100 in 2025 and was bigger than AI server maker Super Micro Computer, Inc. (<a class="mention" data-mention="$SMCI" data-symbol-id="SMCI" href="https://stocktwits.com/symbol/SMCI" target="_blank">$SMCI</a>).<stembedurl>https://stocktwits.com/Slifka/message/596284172</stembedurl>Following the gain in Thursday’s regular session, the stock pulled back by 4.74% in after-hours trading. The stock is up about 66% for the year-to-date period.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Himax Stock Jumps As Analysts Tout Potential Nvidia, TSMC Supply Chain Opportunities: Retail Sentiment Brightens

Co-packaged optics is anticipated to become the critical chip design of AI servers and HPC, making WLO a key driver of long-term growth for Himax, said an analyst.

Current Price	$54.90
Prev Close	$54.23
Open	$54.90
Dividend Yield	N/A
50-Day Moving Average	$58.88
Beta	N/A
Avg. Volume	189.35
PE Ratio	N/A

52-Week High	$66.05
52-Week Low	$38.98
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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