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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 (NBIS) is trending due to a recently announced multi-billion dollar AI infrastructure deal with Microsoft, sparking excitement among investors. The community is buzzing about the potential for significant revenue growth and further deals, with some speculating on a stock split and high price targets. This news highlights the increasing demand for AI infrastructure and data centers, potentially impacting related stocks in the sector.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital ($GLXY) is trending amid a boost from positive data center news related to $NBIS. Community members believe $GLXY is undervalued, given its significant data center infrastructure, with some speculating a new all-time high is coming. Others are closely watching for Q3 results and any updates regarding ERCOT approval.

Eightco Holdings, Inc. is a publicly traded holding company, which operates in the consumer products and e-commerce markets, focusing on developing and deploying innovative technology, and capital solutions to empower small to medium-sized businesses. It operates through the North America and Europe geographical segments. The company was founded in 1966 and is headquartered in Easton, PA.

Eightco Holdings Inc

Eightco Holdings ($OCTO) is trending due to a massive surge, driven by news of a significant investment in a crypto treasury. The community is buzzing about the potential for continued gains, comparing it to other high-flying stocks and debating whether it will maintain its momentum, squeeze shorts, or become a bagholder's nightmare.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

APLD is trending as investors react to recent price volatility and a mixed market sentiment in the AI sector. Community discussions revolve around potential catalysts like new hyperscaler deals and the impact of insider selling, while some traders express concerns about the stock's correlation with CRWV. Despite the current pullback, many maintain a bullish long-term outlook, citing the company's growth potential in AI infrastructure and data centers.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending following the demonstration of their solid-state batteries in a Ducati motorcycle, generating excitement about potential applications in electric vehicles. The community is focused on the implications of this milestone, including potential partnerships with major OEMs and the technology's ability to scale for commercial production. Some traders are wary of the long timeline to commercialization while others see this as a key de-risking event for the company.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending as investors speculate on a potential hyperscaler deal, drawing comparisons to recent infrastructure partnerships secured by sector peers. The community is actively discussing the company's prospects in AI data centers and its ability to capitalize on the increasing demand for high-performance computing. Some are suggesting that the potential deal could be a game-changer for the entire sector.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending due to news of Nebius entering a multi-billion dollar commercial agreement for AI infrastructure, sparking community excitement about the potential impact on both companies. Traders are also monitoring Microsoft's position in the AI landscape, especially compared to Nvidia, as Polymarket data indicates a strong belief in Nvidia's dominance by the end of the month. Community members are actively discussing the implications of this AI infrastructure deal.

Sentage Holdings, Inc. engages in the financial services, which offers a comprehensive range of financial services across consumer loan repayment and collection management, loan recommendation, and prepaid payment network services in China. The company was founded on September 16, 2019 and is headquartered in Shanghai, China.

Sentage Holdings Inc - Ordinary Shares - Class A

Sentage Holdings Inc

Sentage Holdings ($SNTG) is trending due to potential sympathy momentum from other low floaters like $OCTO, sparking discussions of a potential short squeeze. Community members are actively watching for the next leg up, drawing parallels to other recent high-flying stocks in the Chinese small-cap sector. Some traders are also discussing technical patterns and tax implications for day traders.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending as investors assess its AI strategy and the potential impact of its partnership with Anthropic on AWS growth. Community members are actively discussing price targets and whether the stock is undervalued, while also weighing the implications of new tariffs and delivery fleet changes. Some are optimistic about Amazon's various revenue streams, while others express concerns about the broader economic outlook.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is trending due to its proposed private offering of convertible senior notes, sparking debate within the community about its implications following recent earnings. While some investors view it as a strategic move to bolster cash reserves and manage potential dilution, others are critical of the timing after positive earnings, deeming it a "shady" move. Despite the division, many remain optimistic about Planet Labs' long-term growth potential and accelerating revenue.

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Retail chatter picked up around Vanda Pharmaceuticals on Thursday after the company formally asked U.S. Food and Drug Administration (FDA) Commissioner Martin Makary to review a decision upholding the approval of two generic versions of its sleep drug Hetlioz, intensifying its fight with regulators just days after winning a separate court battle.In a filing, Vanda said it wants Makary to examine the ruling issued in July by Jacqueline Corrigan-Curay, the outgoing director of the FDA’s Center for Drug Evaluation and Research (CDER).&nbsp;Her decision, made shortly before her retirement, sided with the Office of Generic Drugs in clearing two competing versions of Hetlioz despite what Vanda argues were “significant flaws” in the underlying studies.The company said regulators accepted bioequivalence studies conducted only in Indian male subjects and overlooked data inconsistencies, including one generic that showed blood exposure levels more than twice those seen with Hetlioz.&nbsp;Vanda also criticized what it described as an entrenched FDA bias toward approving generics “regardless of whether they meet the requisite legal and evidentiary standards.”The latest push comes just days after&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/novo-nordisk-cuts-ozempic-cost-to-499-dollars-per-month-for-self-paying-patients/chsOfKDRdXE">Vanda scored a legal win in Washington</a>, where a federal appeals court threw out the FDA’s rejection of Hetlioz as a jet lag treatment.&nbsp;The judges faulted the agency for giving the application only a cursory review and sent it back, saying the FDA must now either approve the drug for that use or give Vanda a proper hearing.&nbsp;The ruling revived a regulatory dispute dating back to 2018, when Vanda first sought approval for the indication.Hetlioz is already cleared in the U.S. to treat Non-24-Hour Sleep-Wake Disorder and sleep problems linked to Smith-Magenis Syndrome. It remains one of Vanda’s key products, generating $16.2 million in the second quarter of 2025, about 31% of the company’s revenue.Vanda said bureaucrats have indicated it may take up to two months for the FDA’s Office of the Commissioner to decide whether Makary himself will review the generics decision.&nbsp;“It is time that the rule of law return to the FDA under Dr. Makary’s leadership,” the company said in its statement.On Stocktwits, retail sentiment for Vanda was ‘bullish’ amid ‘high’ message volume.<a href="https://stocktwits.com/symbol/VNDA">Vanda’s stock</a> has declined nearly 6% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

On Stocktwits, retail sentiment for Vanda (VNDA) was ‘bullish’ amid ‘high’ message volume. (Photo credit: Getty Images)

Retail Buzz Builds As Vanda Urges FDA Chief To Revisit Hetlioz Generics Decision — Alleges “Bias Toward Approvals”

The company argues that regulators relied on narrow study populations and overlooked major data inconsistencies, raising concerns about patient safety.

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Vanda Pharmaceuticals Inc. (VNDA) shares surged 9% on Monday after the company said that a Federal Appeals Court overturned the U.S. Food and Drug Administration’s order denying approval to its drug Hetlioz in the treatment of jet lag disorder.Vanda had submitted its application to the FDA seeking approval for Hetlioz to treat jet lag disorder in October 2018. A federal district court ordered the FDA to resolve the application or commence a hearing with respect to the application after the agency delayed it. However, instead of holding a hearing, the agency issued an order refusing to approve the application, and Vanda subsequently filed a petition for review with the U.S. Court of Appeals for the D.C. Circuit.The appeals court set aside the FDA’s action and stated that the agency’s "treatment of Vanda's evidence is cursory," the company <a target="_blank" rel="noopener noreferrer nofollow" href="https://vandapharmaceuticalsinc.gcs-web.com/node/16556/pdf">said</a> on Monday. The court has remanded the case back to the FDA, where Vanda expects the FDA will either approve the drug application or the company will receive a hearing.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/VNDA">Vanda</a> jumped from ‘bearish’ to ‘bullish’ over the past 24 hours, while message volume stayed at ‘low’ levels.&nbsp;<figure class="image"><img style="aspect-ratio:578/63;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_18_at_11_58_28_AM_png_ad9d75a67b.webp" alt="VNDA's Sentiment Meter and Message Volume as of 11:55 a.m. ET on Aug. 18, 2025 | Source: Stocktwits" width="578" height="63"><figcaption>VNDA's Sentiment Meter and Message Volume as of 11:55 a.m. ET on Aug. 18, 2025 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user expects the stock to hit over $5.<stembedurl>https://stocktwits.com/HorizonBull/message/625611441</stembedurl>Another opined that the legal turnaround is a “strongly bullish development” for Vanda.<stembedurl>https://stocktwits.com/BigSqueezeComing/message/625585269</stembedurl>Hetlioz is a prescription medicine approved to treat people with Non-24-Hour Sleep-Wake Disorder and to treat nighttime sleep disturbances in Smith-Magenis Syndrome (SMS).In the second quarter of 2025, Hetlioz's net sales were $16.2 million, accounting for nearly 31% of Vanda’s overall total revenues. VNDA stock is down by about 11% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-space-starlink-changes-to-south-africa-black-ownership-rules/chsOhmVRdXO">SpaceX Calls For Changes To South Africa’s Black Ownership Rules For Telecom Companies: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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Vanda Pharma Stock Rockets 9% After Federal Appeals Court Sets Aside FDA Action: Retail Expects Stock To Cross $5-Mark 

The court has remanded the case back to the FDA, where Vanda expects the agency will either approve the drug application or the company will receive a hearing.

Vanda Pharmaceuticals (VNDA) Reports Q2 Loss, Misses Revenue Estimates

Vanda (VNDA) delivered earnings and revenue surprises of -35.29% and -4.38%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

Sage Therapeutics, Inc. (SAGE) Reports Q2 Loss, Beats Revenue Estimates

Sage Therapeutics (SAGE) delivered earnings and revenue surprises of +17.71% and +80.91%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

Legend Biotech (LEGN) Surges 6.0%: Is This an Indication of Further Gains?

Legend Biotech (LEGN) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.

Vanda Pharmaceuticals (VNDA) Reports Q1 Loss, Tops Revenue Estimates

Vanda Pharmaceuticals announces the publication of an article titled "Potential ASO-based personalized treatment for Charcot-Marie-Tooth disease type 2S"

Vanda Pharmaceuticals announces the publication of an article titled 'Potential ASO-based personalized treatment for Charcot-Marie-Tooth disease type 2S' Vanda Pharmaceuticals announces the...

Vanda Pharmaceuticals Reports Fourth Quarter and Full Year 2024 Financial Results

Vanda Pharmaceuticals Reports Fourth Quarter and Full Year 2024 Financial Results Vanda Pharmaceuticals Reports Fourth Quarter and Full Year 2024 Financial Results PR Newswire WASHINGTON, Feb. 13...

Vanda Pharmaceuticals to Announce Fourth Quarter and Full Year 2024 Financial Results on February 13, 2025

Vanda Pharmaceuticals to Announce Fourth Quarter and Full Year 2024 Financial Results on February 13, 2025 Vanda Pharmaceuticals to Announce Fourth Quarter and Full Year 2024 Financial Results on...

Vanda Pharmaceuticals and Anaptys Announce Exclusive Global License Agreement for Vanda to Develop and Commercialize Imsidolimab, an IL-36R Antagonist

Vanda Pharmaceuticals and Anaptys Announce Exclusive Global License Agreement for Vanda to Develop and Commercialize Imsidolimab, an IL-36R Antagonist Vanda Pharmaceuticals and Anaptys Announce...

Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, Tradipitant, Trichostatin, and AQW051. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

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