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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 currently the focus of intense market conversation as investors keenly await its impending earnings report, with community sentiment weighing high expectations for continued AI-driven growth against concerns of a 'priced to perfection' valuation and significant options volatility.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is seeing a significant surge following robust Q4 earnings, which highlighted strong growth in USDC adoption and transaction volumes. This positive report is triggering a notable short squeeze and widespread bullish sentiment, though some investors are cautioning about potential profit-taking and expressing concerns regarding its valuation.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as Warner Bros. Discovery considers a higher bid from Paramount Skydance, putting pressure on Netflix to either counter or exit the contentious acquisition. Shareholders are actively debating if walking away to secure a substantial breakup fee is the better strategic move, freeing the company from potential debt and regulatory hurdles.

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

SMCI is a focal point as investors eagerly await NVIDIA's earnings, hoping a strong report will catalyze a significant move for the AI infrastructure provider, which many believe is undervalued. The community is actively discussing recent strategic partnerships, including a new Enterprise AI Data Platform with VAST Data and NVIDIA, and a major sovereign AI initiative in the Middle East, reinforcing SMCI's critical role in global AI buildouts despite ongoing frustration over its muted short-term price action.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Its Friedreich's ataxia treatment has received FDA Breakthrough Therapy Designation, signaling potential for accelerated approval and exciting the community with its disease-modifying potential. Investors are actively discussing significant analyst price target increases, a high short interest suggesting a potential squeeze, and the possibility of a buyout.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending due to robust earnings that surpassed expectations, paired with an upbeat FY26 outlook for same-store sales and new restaurant expansion, fueling strong bullish sentiment. The community is actively discussing its premium valuation and growth potential, with bulls comparing it favorably to competitors like Chipotle, while bears highlight persistent margin pressures and a high P/E ratio.

Eton Pharmaceuticals, Inc. engages in the development, acquisition, and commercialization of prescription drug products. Its products include Biorphen, Alaway Preservative Free, zonisamide oral suspension, topiramate oral suspension, lamotrigine for oral suspension, cysteine injection, and ephedrine ready-to-use injection. The company was founded in April 2017 and is headquartered in Deer Park, IL.

Eton Pharmaceuticals Inc

Eton Pharmaceuticals is trending following its FDA approval for DESMODA (desmopressin acetate) Oral Solution, a key rare disease treatment. While some investors celebrated a "huge move," others are debating if the news was "priced in," noting a mixed initial price reaction and high short interest amidst a stock halt.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending after a post-earnings sell-off driven by cautious future subscription revenue guidance, despite beating current EPS and revenue estimates. The community is actively debating if the software stock is undervalued following its strong intraday reversal, with many highlighting its AI strategy and the return of its co-founder.

Oddity Tech Ltd. engages in the online retail sale of cosmetics and beauty products. Its products include lipsticks, makeup brushes, mascara, eyelash curlers, and makeup brush cleansers. The company was founded by Oran Holtzman and Shiran Holtzman-Erel on March 23, 2013 and is headquartered in Tel Aviv, Israel.

ODDITY Tech Ltd. - Ordinary Shares - Class A

ODDITY Tech is trending after a significant stock drop caused by an anticipated ~30% revenue decline in Q1 2026 due to an "online marketing glitch" and a lack of clear forward guidance. The community is sharply divided, with bulls seeing an oversold opportunity due to strong past performance and buybacks, while bears decry management's transparency and warn of deeper issues.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending following a notable stock decline, igniting community debate around whether AI advancements, like Anthropic's recent acquisition, represent a competitive threat or validate its strategic position as an AI orchestration platform, with many investors anticipating a rebound driven by strong fundamentals and upcoming earnings.

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<ul class="summary-bullets"><li>For fiscal 2026, the company expects organic net sales to decline between 1.5% and 3.5% relative to FY2025 levels of $24.94 billion.</li><li>Kraft Heinz projected adjusted earnings per share in the range of $1.98 and $2.1, well below the $2.6 reported in 2025.</li><li>The company said it will invest $600 million in commercial levers, including marketing, sales, and R&amp;D, in fiscal 2026.</li></ul>Kraft Heinz (KHC) announced on Wednesday that it was pausing work on its planned split after reporting a dip in fourth-quarter (Q4) revenue and a near 70% slump in net profit.<a href="https://stocktwits.com/symbol/KHC">KHC shares</a> fell 7% in pre-market trading&nbsp;but edged 0.8% higher in morning trade.<h2 class="st-heading-2">$600 Million Investment In FY2026</h2>Kraft Heinz said it is pausing work on the two-unit separation announced last September and will instead invest $600 million in marketing, sales, and research and development in fiscal 2026.“My number one priority is returning the business to profitable growth, which will require ensuring all resources are fully focused on the execution of our operating plan. As a result, we believe it is prudent to pause work related to the separation, and we will no longer incur related dis-synergies this year,” said Steve Cahillane, CEO of Kraft Heinz.In a call with investors, Callihane added that the company will be better positioned to decide on the separation once momentum builds from its investments.“As the investments and our operating plan drive recovery and momentum in the business, we will then be in a better position to make a decision regarding next steps for the separation,” Cahillane said.Callihane also reportedly said he would not set a timeline for the outcome of the separation.<h2 class="st-heading-2">Weak FY2026 Outlook</h2>For fiscal 2026, the company expects organic net sales to decline between 1.5% and 3.5% relative to FY2025 levels of $24.94 billion. Adjusted earnings per share (EPS) are projected in the range of $1.98 to $2.1, well below the $2.6 reported in 2025.Meanwhile, Q4 net sales was 3.4% lower at $6.35 billion, while earnings of $0.55 per share came in below Wall Street’s estimates of $0.61 per share, according to Fiscal.ai data.Kraft said earnings were dragged lower mainly due to a $3 billion non-U.S. deferred tax asset and a $600 million valuation allowance tied to last year’s transfer of certain operations to a Netherlands-based subsidiary.Cahillane added that many of the company’s challenges were “fixable and within control.”<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits shifted to ‘neutral’ from ‘bearish’ the day before. One user said the stock had “plenty of room to run up.”<stembedurl>https://stocktwits.com/vinniefromtheboro/message/644651200</stembedurl>Another user said the stock is a good long-term addition.<stembedurl>https://stocktwits.com/bruggstrb/message/644648637</stembedurl>Year-to-date, the stock has gained a little over 3%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/charles-schwab-ceo-backs-ai-use-in-wealth-management/cZb6LtRR4qx">Charles Schwab CEO Reportedly Explains Why AI Won’t Disrupt Wealth Management Industry: ‘We Are Able To Help A Whole New Group Of Clients’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Kraft Heinz logo is displayed on a smartphone screen. (Photo illustration by Cheng Xin/Getty Images)

Kraft Heinz Halts Split Plans As It Focuses On Turnaround Following Weak Q4 Print – KHC Stock Reverses Pre-Market Loss

Kraft Heinz said it was pausing work on its planned separation after reporting a dip in fourth-quarter revenue and a near 70% slump in net profit.

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Vanguard Group, Inc. - Vanguard Large Cap ETF

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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

Current Price	$318.44
Prev Close	$315.74
Open	$317.12
Dividend Yield	N/A
50-Day Moving Average	$316.72
Beta	N/A
Avg. Volume	388,679.45
PE Ratio	N/A

52-Week High	$321.51
52-Week Low	$221.41
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

VV
Vanguard Group, Inc. - Vanguard Large Cap ETF

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