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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 N.V. 

Nebius Group is drawing significant investor attention ahead of its upcoming earnings report, with the community closely tracking its aggressive infrastructure buildout, including a newly broken-ground gigawatt-scale AI factory. Market participants are debating the company's valuation and capital expenditure intensity, while bullish sentiment is fueled by its strategic positioning within the AI hardware and cloud ecosystem.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as the company nears the final data readout for its pivotal Phase 3 REGAL trial, having confirmed that 78 of the 80 required events for the study have been reached. The community is actively debating the potential for a significant short squeeze given the substantial short interest, while investors maintain a bullish outlook on the transformative clinical potential of the GPS treatment for AML patients.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy Enterprises is trending as investors react to a significant partnership with Turbine-X to deploy American-made long-duration energy storage for AI-driven data centers. The community is actively debating the company's ability to scale manufacturing and execute on its growing commercial pipeline, with many traders closely monitoring high short interest and potential for a squeeze.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is facing intense volatility as shareholders react to a significant public offering priced at a discount to market levels. While some investors express frustration over the timing and dilutive nature of the raise, others are debating whether the capital influx positions the company to aggressively scale production and pursue strategic M&A within the high-demand defense drone sector.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending as investors react to a mixed earnings report that highlighted strong AI and cloud growth offset by concerns over heavy investment spending and compressed margins. While some in the community see the current price as a buying opportunity for a long-term AI play, others remain skeptical, dismissing the stock as a value trap prone to volatility.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The SPY is trending as investors weigh hot inflation data against an aggressive corporate delegation to China, with market participants debating whether the resilience of tech-heavy sectors signals an unstoppable rally or a bubble fueled by complacency. The community is sharply divided, with bulls pointing to the strength of AI-driven capital expenditure and momentum, while bears remain focused on rising yields, elevated oil prices, and the potential for a liquidity-driven correction.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The market is showing extreme resilience and aggressive dip-buying behavior despite lingering concerns over hot producer inflation data, geopolitical tensions, and persistent oil price pressures. Investors are heavily focused on the implications of AI-driven capital expenditure and high-level corporate trade delegations to China, fueling a 'buy the dip' sentiment that continuously defies negative macro catalysts.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending as investors react to the surprise news that CEO Jensen Huang has joined President Trumps high-stakes delegation to Beijing, sparking optimism that export restrictions on advanced AI chips could be eased. The community is sharply divided between bulls anticipating a massive breakout toward 250+ heading into earnings and bears who remain cautious due to recent hot wholesale inflation data and broader macroeconomic uncertainty.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

Wolfspeed is experiencing significant volatility and trending higher as investors speculate on a short squeeze, fueled by high short interest and institutional accumulation following a major restructuring. Community sentiment remains deeply divided between those betting on a long-term turnaround in silicon carbide demand for AI data centers and those skeptical due to the company's past bankruptcy and share dilution history.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

Unusual Machines is trending as investors react to a recent capital raise and aggressive production expansion aimed at meeting surging demand for U.S.-made drone components. Community discussions are highly polarized, with some bulls highlighting the company's position in domestic defense programs, while vocal critics express concern over stock dilution and the company's recent price volatility.

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Lightspeed Commerce, Inc. (LSPD) shares fell about 2% on Wednesday despite the Montreal-based e-commerce platform’s upbeat commentary&nbsp;at the Capital Markets Day event. The company’s guidance reduction announced earlier this week prompted sell-side analysts&nbsp;to temper their opinions on the stock.In a statement released before the event, the company said its focused and disciplined approach will help accelerate customer location growth, expand subscription average revenue per user (ARPU) and drive profitable growth over the next three years.The company aims to win in its two primary growth engines, namely retail in North America and hospitality in Europe.It expects to grow gross profit for the primary growth engines at a three-year compounded annual growth rate (CAGR) of about 20%-25% from 2026 to 2028. The total gross profit is expected to grow at a three-year CAGR of 15%-18%, hitting $700 million by the fiscal year 2028.&nbsp;Net customer locations for its primary growth engines will likely grow at a three-year CAGR of 10%-15%.Lightspeed Commerce guided top total adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) to about 35% over the same period and adjusted free cash flow to about $100 million in 2026.The company’s board approved the renewal of its normal course issuer bid for repurchasing an additional 9.01 million shares, valued at about $95 million, as part of an overall repurchase authorization of up to $400 million.On Monday, Lightspeed Commerce revised down its fiscal year 2025 revenue outlook to reflect year-over-year growth of about 18% from the previously expected 20%, citing macroeconomic headwinds.The company noted that deteriorating macroeconomic conditions that dented consumer confidence have led to a decline in same-store sales through February and March to date. Declining small business optimism dampened new business formation, it added.As such, these factors have exerted significant pressure on transaction-based revenue and, to a lesser extent, on subscription revenue.However, the company said it remains focused on profitable growth and was proactively managing costs. It continues to expect 2025 adjusted EBITDA of over $53 million.&nbsp;On Wednesday, ATB Capital downgraded Lightspeed Commerce stock to ‘Sector Perform’ from ‘Outperform’ with a C$17 price target ($11.91), TheFly reported.&nbsp;Separately, Benchmark reduced the stock's price target to $16 from $21 but maintained a ‘Buy’ rating.&nbsp;The downward price target adjustment reflected estimate-reductions, factoring in the impact of macroeconomic headwinds on transaction volumes. The brokerage said it was "encouraged by the apparent feasibility of management's plans to reinvigorate growth while enhancing profitability.”On Stocktwits, retail sentiment toward the stock stayed ‘extremely bullish’ (89/100) and the message volume remained ‘extremely high.’<figure class="image"><img style="aspect-ratio:637/133;" src="https://news.stocktwits-cdn.com/lspd_sentiment_png_5a66484961.webp" alt="lspd-sentiment.png" width="637" height="133"><figcaption>LSPD sentiment and message volume March 26, as of 10:39 pm ET | Source:&nbsp;Stocktwits</figcaption></figure>A bullish watcher was left impressed with the management commentary during the event and said they expect the stock to recover as the company progresses against the plan.<stembedurl>https://stocktwits.com/equity_research/message/609341806</stembedurl><a href="https://stocktwits.com/symbol/LSPD">Lightspeed Commerce stock</a> is down about 35% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/verint-stock-plunges-on-2025-q4-results/chJcnSbRb3A">Verint Stock Plunges After-Hours On Q4 Miss: Retail Fears More Weakness</a>

Stock market down on a black background. | Image source: Yuichiro Chino via Getty Images

Lightspeed Commerce Stock Slips Despite Positive Commentary At Capital Markets Day But Retail’s Impressed

The company aims to win in its two primary growth engines: retail in North America and hospitality in Europe.

Equity

The company aims to win in its two primary growth engines: retail in North America and hospitality in Europe.


Shares of Instacart (CART) rose more than 1% in after-hours trading on Tuesday after the company entered a partnership with Adonis, a revenue cycle management provider, to streamline billing for its health nutrition programs, but retail sentiment remained subdued.Through this partnership, Instacart will streamline its billing operations and have access to an “intelligent” revenue cycle technology to work with health plans helping communities and individuals gain access to healthy foods, according to a statement.Instacart will be able to use Adonis to submit claims for certain health programs across the country as part of Medicaid Section 1115 waivers and ‘In Lieu of Services’ (ILOS) provisions, added the statement."Through Instacart Health, we want to make it easier for health plans to offer food as a covered benefit, ensuring more people can access the nutritious foods they need to support their health," said Sarah Mastrocco, VP and general manager of health at Instacart.“By investing in our health infrastructure, we're not only simplifying the process for health plans – we're seamlessly supporting all customers on their personalized health journeys."Sentiment on Stocktwits ended Tuesday in the ‘neutral’ zone compared to ‘bearish’ a week ago. Message volume was in the ‘extremely low’ zone.<figure class="image"><img style="aspect-ratio:1308/322;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_03_19_at_1_41_58_PM_png_af472be8b4.webp" alt="Screenshot 2025-03-19 at 1.41.58 PM.png" width="1308" height="322"><figcaption>CART sentiment meter and message volume on March 17.</figcaption></figure>One watcher noted a 200 simple moving average for the stock.<stembedurl>https://stocktwits.com/FrnkTss/message/608235986</stembedurl>Separately, Instacart has made tech investments such as “Smart Shop” using generative AI and machine learning to create a “more personalized grocery shopping experience, along with the launch of AI-powered health tags, which provide detailed and transparent nutritional information.Instacart stock is down 3% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

 (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Instacart Ties Up With Adonis For Health Plan Billing: Retail Sentiment Lags

 Instacart will be able to use Adonis to submit claims for certain health programs.

Shares of footwear maker On Holding AG (ONON) rose 1.11% in after-hours trading on Tuesday following a fourth-quarter earnings beat, lifting retail sentiment.Fourth quarter adjusted diluted EPS stood at CHF 0.33 ($0.37), beating estimates of $0.20 quoted by Wall Street.Its fourth-quarter revenue came in at CHF 606.6 million ($681.84 million), surpassing the estimated $662.42 million expected by analysts.The revenue grew by 40.6% on a constant currency basis, driven by strong growth in its brand across the globe, the company said.The “significant brand momentum” also drove strong traffic to On's e-commerce channel and global retail stores, resulting in a record high direct-to-consumer share of 48.8% of net sales in Q4, the company noted.“Our partnerships with icons like Roger Federer, Zendaya, and FKA twigs have propelled On to become a beloved brand, igniting a passion for On that transcends borders and cultures,” said David Allemann, co-founder and executive co-chairman of On.In 2025, On is confident to achieve a constant currency net sales growth rate of at least 27% for the full year, the company said.Sentiment on Stocktwits improved to ‘extremely bullish’ from ‘bearish’ a week ago. Message volume climbed to ‘extremely high’ from ‘high.’<figure class="image"><img style="aspect-ratio:1326/302;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_03_05_at_1_08_14_PM_a4cca85473.png" alt="Screenshot 2025-03-05 at 1.08.14 PM.png" width="1326" height="302"><figcaption>ONON sentiment meter and message volume on March 4</figcaption></figure>One commenter predicted a cup-and-handle pattern for its stock. <stembedurl>https://stocktwits.com/FunCoupons12/message/606813858</stembedurl>Another bullish investor suggested a price rise to $60 a share soon.<stembedurl>https://stocktwits.com/DrBig/message/606785549</stembedurl><a href="https://stocktwits.com/symbol/ONON">On </a>has a presence in more than 80 countries globally.For updates and corrections, email newsroom[at]stocktwits[dot]com.

On Holding Stock Rises On Strong Q4 Earnings, Brand Growth: Retail’s Excited 

Sentiment on Stocktwits improved to ‘extremely bullish’ from ‘bearish’ a week ago.

Shares of frozen foods maker Nomad Foods (NOMD) rose 4.5% on Monday after the company posted better-than-expected fourth-quarter earnings, but retail sentiment and chatter remained subdued.Nomad’s revenue increased 4.3% to €793 million ($846.8 million) in Q4 compared to the same period last year, surpassing the estimate of €792.81 million. Its organic revenue growth came in at 3.1% and volume growth increased by 4.7%, said the company.Its Q4 earnings per share stood at EUR 0.42 ($0.46), beating estimates of $0.39.For the full year 2025, Nomad Foods expects organic revenue growth of 1% and 3% and Adjusted EBITDA growth of 2%-4%. &nbsp;Adjusted 2025 EPS is now expected to be €1.85-€1.89, reflecting growth of 4% and 6%, versus its prior outlook of €1.81 and €1.85."Our 2024 results demonstrate the impact of our focused brand investments and operational excellence, marking our ninth consecutive year of sales and Adjusted EBITDA growth. The investments we began to make in 2023 took hold and delivered strong returns in 2024, as evidenced by our accelerating volume momentum through the final three quarters and market share gains in each of the last two quarters of the year,” said CEO Stéfan Descheemaeker.Retail sentiment on Stocktwits for NOMD remained subdued and ended Monday in the ‘neutral’ zone with message volume in the ‘extremely low’ zone.<figure class="image"><img style="aspect-ratio:1326/302;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_03_04_at_12_59_33_PM_d9edd904c6.png" alt="Screenshot 2025-03-04 at 12.59.33 PM.png" width="1326" height="302"><figcaption>NOMD sentiment meter and message volume on March 4 as of 3 am ET</figcaption></figure>Following the results, Barclays raised the firm's price target to $23 from $19 with an ‘overweight’ rating, The Fly reported.Barclays said it models 2025 organic sales growth at the low end of the company's guidance range, as it expects Q1 to be well below this level, &nbsp;according to the report.Nomad Foods' portfolio includes such brands as Birds Eye, Findus, iglo, Ledo and Frikom.Nomad Foods stock is up 18.2% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nomad Foods’ Retail Sentiment Remains Subdued Despite Q4 Earnings Beat

Earnings per share stood at EUR 0.42 ($0.46), surpassing estimates of $0.39

Shares of frozen foods maker Nomad Foods (NOMD) rose 1.5% on Friday ahead of the company’s fourth-quarter earnings, with retail sentiment staying cautious.Nomad Foods is scheduled to report earnings before the market opens on Monday.Wall Street analysts expect the company to post earnings per share of $0.39 on revenue of&nbsp; $825.51 million, according to Stocktwits data.Nomad Foods has beaten EPS estimates four times in the past four quarters. But it missed revenue estimates twice in the same period.Sentiment on Stocktwits turned ‘neutral’ on Friday compared to ‘extremely bullish’ a week ago. &nbsp;To be sure, message volume fell to the ‘extremely low’ zone from ‘normal.’<img src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_03_03_at_1_29_42_PM_0d291e6489.png" alt="Screenshot 2025-03-03 at 1.29.42 PM.png"> For the third quarter, its revenue increased 0.8% to EUR 770 million (about $799 million) from the year-ago period. The revenue rise included a 0.3% rise in organic revenue, driven by favorable volume growth of 0.7%, according to the company.Adjusted profit for Q3 increased 22% to €89 million, with adjusted EPS coming in at €0.55.For the full year 2024, Nomad said it expects organic revenue growth between 1% and 2%, versus its prior guidance of 3%-4%, due largely to an enterprise resource planning (ERP) related challenge it faced in 3Q as well as conservative growth assumptions for the remainder of the year."The results this quarter are impressive given greater than anticipated headwinds related to ERP implementation that we have faced. Our service levels were negatively impacted during the transition but are returning to near normal levels,” said Stéfan Descheemaeker, Nomad Foods’ CEO.Nomad Foods' portfolio includes such brands as Birds Eye, Findus, iglo, Ledo and Frikom.Nomad Foods stock is up 12.6% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Current Price	$154.20
Prev Close	$154.35
Open	$154.56
Dividend Yield	N/A
50-Day Moving Average	$145.12
Beta	N/A
Avg. Volume	3.23M
PE Ratio	N/A

52-Week High	$155.63
52-Week Low	$121.00
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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