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Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines (LUNR) is trending as the community eagerly anticipates the multi-billion dollar NASA Lunar Terrain Vehicle (LTV) contract award and upcoming earnings, following its recent $175 million strategic equity investment and the integration of its Lanteris acquisition. High short interest and broader enthusiasm for the "moon economy" are fueling significant volatility and debate around the stock's future in space infrastructure.

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 the market anticipates its pivotal Q4 earnings report, with sentiment sharply divided between expectations of a blowout performance driving new highs and concerns over a potential "sell the news" event. Discussions are also active around the future of AI demand, competition, and the upcoming Rubin AI system.

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 is trending following its strong earnings report, showcasing surging stablecoin demand and USDC circulation growth, igniting community debate around a potential short squeeze and its foundational role in digital finance, while others remain cautious given valuation concerns and ongoing regulatory hurdles.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending due to highly polarized reactions to Donald Trump's recent State of the Union address, where community discussion is intensely divided over his political rhetoric, economic claims, and controversy surrounding the Epstein files; this has investors and commentators sharply split between those celebrating the speech as a success that will drive the stock and those criticizing it as a "lie-a-thon" underscoring the company's speculative fundamentals.

MannKind Corp. is a biopharmaceutical company, which focuses on the development and commercialization of innovative therapeutic products and devices to address serious unmet medical needs for those living with endocrine and orphan lung diseases. Its products and pipeline include Afrezza, Pediatric Afrezza, V-Go, Tyvaso DPI, MNKD-101, MNKD-201, MNKD-301, and MNKD-501. The company was founded by Alfred E. Mann on February 14, 1991 and is headquartered in Danbury, CT.

Mannkind Corp

Mannkind Corp is trending due to anticipation surrounding its upcoming Q4 earnings and business update, with positive sentiment driven by partner United Therapeutics' strong Tyvaso DPI sales and the potential for Afrezza's pediatric FDA approval. The community is actively discussing future catalysts, including upcoming Teton-1 study results and the implications of competing inhaler technologies.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending following recent announcements of an innovation hub in India and a new "Sales Assist" agent, all ahead of its highly anticipated earnings report. Community discussion is focused on strong expectations for revenue growth and a path to profitability, with high short interest fueling speculation of a potential squeeze for its patented voice AI technology across automotive, QSR, and enterprise sectors.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending following its earnings report, which highlighted its consistent "beat and raise" streak and AI-powered marketing platform's strong performance, sparking community discussion about its undervalued position despite ongoing software sector sell-offs.

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 projecting a significant revenue decline for its upcoming quarter, sparking a sharp sell-off and contrasting with its history of strong financial performance. The community is actively debating if the market reaction is an overcorrection and a buying opportunity, given the company's share buyback program, or if the stock faces further downside amidst an undefined bottom.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

First Solar is trending after its 2026 sales guidance fell below consensus, prompting analyst downgrades and a stock decline. The community is actively debating if this creates a buying opportunity, weighing the near-term outlook against the company's strong US manufacturing position and potential tailwinds from AI data center energy demand.

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 down sharply after its latest earnings report, despite beating EPS and revenue estimates, as cautious fiscal year 2027 revenue guidance amplifies broader market concerns about AI's disruptive impact on the software sector. The community is actively debating if the current sell-off is an overreaction to strong underlying fundamentals or a justified repricing given the evolving landscape.

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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?

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