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Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is trending following mixed earnings guidance that saw a lowered EPS outlook despite raised revenue, sparking intense community debate on its valuation and the perceived impact of AI on cybersecurity amidst a broader software sector sell-off, though many view the dip as a long-term buying opportunity.

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 a hot topic as investors eye upcoming institutional ownership filings and a major industry conference, fueled by recent large capital raises that signal smart money conviction in its award-winning optical interposer technology for AI data centers, yet balanced by persistent community debate over management communication and revenue progress.

WorldFinancial

WLFI is trending due to strong anticipation for a major convention hosted at Mar-a-Lago, where significant announcements regarding institutional adoption and the future of finance are expected. This optimism is met with intense debate and skepticism across the community following a Congressional probe into its foreign investment ties and potential conflicts of interest.

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

DoorDash Inc - Ordinary Shares - Class A

DoorDash is a focal point of discussion due to a recent short report alleging unvetted contract workers and controversy over NYC tipping laws, sparking strong community debate on its long-term viability and consumer spending trends, even as analysts issue multiple upgrades and insiders show confidence.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. It also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment offers products and services sold for applications within the data center, communication networks, and commercial and industrial markets in North America and Latin America. The Asia Pacific segment includes products and services sold for applications within the data center, communication networks, and commercial or industrial markets throughout Greater China, Australia and New Zealand, Southeast Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Columbus, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv Holdings (VRT) is seeing significant discussion and price action following strong quarterly results that highlighted explosive organic order growth and a record backlog, driven by surging demand for AI data center infrastructure. The company's robust outlook for the upcoming year and a wave of analyst upgrades are fueling optimism, with the community actively debating its critical role in the AI buildout and viewing recent pullbacks as buying opportunities despite high valuations.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is drawing significant attention following new multi-million dollar contracts, including a deal for its Iron Drone Raider in a NATO country and counter-UAS solutions for German State Police. The community views these strategic wins as strong validation for Ondas's expanding autonomous defense systems in a rapidly growing sector, despite broader market volatility.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is trending following strong earnings and an optimistic revenue forecast for 2026, significantly boosted by the escalating demand for off-grid power in the AI data center sector. The community is actively discussing its valuation amidst numerous analyst price target increases and a substantial product backlog, while also navigating broader market volatility.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is a trending topic as its upcoming Q4 earnings report draws investor attention, with strong performance in e-commerce and advertising driven by AI integration sparking debate over its high valuation compared to traditional retail metrics. The community is divided between bullish sentiment for its growth catalysts and concerns about whether the stock is overextended as a defensive play.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is actively discussed following news of an $11.5M defense production contract and its selection as the first qualified additive manufacturing vendor for the U.S. Army, fueling community anticipation of a short squeeze and emphasizing the company's pivotal role in aerospace and defense amid recent market volatility.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

Crowdstrike is trending as the cybersecurity sector faces pressure from Palo Alto's weak guidance, sparking community debate on AI's impact on the industry, with many viewing the dip as a buying opportunity supported by recent analyst upgrades.

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<ul class="summary-bullets"><li>Netflix has allowed Warner Bros &amp; Discovery to reopen talks with Paramount for a limited seven days ‘waiver’ period under its merger agreement.&nbsp;</li><li>Black said the current overhang on the stock presents investors with a potential asymmetrical return opportunity.</li><li>Black said his price target for Netflix is $98 (+27% upside) based on 2030 EPS of $5.70.&nbsp;</li></ul><p>Gary Black on Tuesday in a social media post on X said that uncertainty over Warner bros deal is an overhang on Netflix’s (NFLX) stock.&nbsp;</p><p>Black said the current overhang on the stock presents investors with a potential asymmetrical return opportunity.</p><p>“Our $NFLX price target is $98 (+27% upside) based on 2030 EPS of $5.70 at a 1.75x PEG x 15% long-term growth,” Black&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/garyblack00/status/2023851326338191561">said</a>.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/gary_black_on_Netflix_PNG_a4b871d11e.webp" alt="Black said the current overhang on the stock presents investors with a potential asymmetrical return opportunity." width="605" height="398"></figure><h2 class="st-heading-2">Uncertainty Over WBD Deal</h2><p>Warner Bros &amp; Discovery’s (WBD) deal with Netflix has been stretched ever since Paramount Skydance (PSKY) put forward an offer that values WBD higher than&nbsp;the Netflix agreement.&nbsp; However, WBD’s board has shown unanimous approval towards Netflix's offer.&nbsp;</p><p>However, a recent amended offer of $30 per share in cash from Paramount has forced Netflix to allow Warner Bros &amp; Discovery to reopen talks with Paramount for a limited seven days 'waiver’ period under its merger agreement.&nbsp;</p><p>In response, Paramount Skydance on Tuesday urged Warner Bros. Discovery’s shareholders to vote in favor of its offer by tendering their shares.&nbsp;</p><h2 class="st-heading-2">Netflix’s CEO Response To 7-Days Waiver</h2><p>“Paramount has been making a ton of noise, flooding the zone with confusion for sure, for shareholders so they don't really understand the deal, including floating all these hypothetical offers, talking directly to the shareholders and bypassing the Warner Brothers discovery board,” Netflix's Co-CEO Ted Sarandos said in an interview to CNBC on Tuesday.&nbsp;</p><p>He further added that Netflix has given the opportunity to allow the shareholders exactly what they deserve, which is complete clarity and certainty about what the value of these deals are. “What we're certain of is that the Netflix deal to acquire these assets is the best deal, generates the best value for their shareholders, and they think so too. That's why they recommend the deal,” he further added.&nbsp;</p><p>Despite the temporary reopening of talks, the Warner Bros. Discovery board said it continues to unanimously support the Netflix transaction.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around NFLX trended in ‘neutral’ amid ‘normal’ message volume.&nbsp;</p><p>Shares in the company have fallen 27% over the past year.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/why-is-cineverse-stock-is-rising-despite-missing-q3-2026-revenue-and-earnings-estimates/cZRWC6UR4H4">Why Is Cineverse Stock Rising Despite Missing Q3 Revenue and Earnings Estimates?</a></p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</p>

In this photo illustration, a smartphone displays the Netflix logo in front of a large blurred Warner Bros. Discovery emblem. 

Gary Black Sees Warner Bros Deal Uncertainty As ‘Overhang’ On Netflix Stock 

On Tuesday, Netflix's CEO stated that Paramount has created significant commotion, deliberately causing confusion among shareholders and making it difficult for them to grasp the details of the deal. 

Equity

On Tuesday, Netflix's CEO stated that Paramount has created significant commotion, deliberately causing confusion among shareholders and making it difficult for them to grasp the details of the deal. 


Warner Bros. Discovery (WBD) Outpaces Stock Market Gains: What You Should Know

The latest trading day saw Warner Bros. Discovery (WBD) settling at $28.76, representing a +2.73% change from its previous close.

Netflix Grants Warner Bros. Discovery Waiver For Rival Bid Discussions

(RTTNews) - Netflix (NFLX) has granted Warner Bros. Discovery (WBD) a limited seven-day waiver under its merger agreement. This allows Warner Bros. Discovery to discuss a competing proposal from...

Rep. Gilbert Ray Cisneros, Jr. Buys Warner Bros. Discovery, Inc. (NASDAQ:WBD) Shares

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Warner Bros. Discovery, Inc. (NASDAQ:WBD). In a filing disclosed on February 13th, the Representative disclosed that...

<ul class="summary-bullets"><li>Paramount said that it will continue to advance its tender offer, maintain its solicitation in opposition to the inferior Netflix merger.&nbsp;</li><li>Paramount said that WBD’s proxy materials sent to its shareholders states the range of merger with Netflix will be a minimum of $21.23 to a maximum of $27.75, lower than Paramount’s offer of $30 per share.&nbsp;</li><li>WBD earlier in the day said that Netflix has granted it a limited seven-day waiver under its merger agreement, allowing discussions with Paramount through February 23.</li></ul><p>Paramount Skydance (<a href="https://stocktwits.com/symbol/PSKY">PSKY</a>) on Tuesday urged Warner Bros. Discovery’s (<a href="https://stocktwits.com/symbol/WBD">WBD</a>) shareholders to vote in favor of&nbsp;its offer by tendering their shares after&nbsp;Netflix (<a href="https://stocktwits.com/symbol/NFLX">NFLX</a>) allowed WBD to reopen talks with Paramount.&nbsp;</p><p>Paramount said it acknowledges the announcement from Warner Bros. Discovery by acting with Netflix, to provide Paramount a 7-day "waiver" for negotiation for its offer.</p><p>Paramount said that WBD Board's actions are unusual, however it is prepared to engage in good faith and constructive discussions and will continue to advance its tender offer, maintain its solicitation in opposition to the inferior Netflix merger, and proceed with the intention to nominate a slate of directors at the upcoming WBD annual meeting.</p><h2 class="st-heading-2">WBD’s Criticism By Paramount</h2><p>Paramount has criticized Warner Bros by saying that the company has chosen to avoid making the customary determination under the Netflix merger agreement that Paramount's superior $30 per share all-cash offer "could reasonably be expected to result in" a superior proposal, which would have given Paramount an unfettered right to negotiate without a time deadline.&nbsp;</p><p>It said that WBD’s Board has elected to proceed with convening its special shareholder meeting on March 20 to seek approval of the Netflix merger and has commenced mailing its proxy materials, which state that the range of merger consideration offered to WBD shareholders will be a minimum of $21.23 to a maximum of $27.75, lower than Paramount’s offer of $30 per share.&nbsp;</p><h2 class="st-heading-2">WBD’s Reopens Paramount Talks</h2><p>Warner Bros. Discovery (WBD) earlier in the day said that it has opened a brief window to engage with Paramount Skydance (PSKY) even as it scheduled a March 20 shareholder vote on its proposed merger with Netflix, Inc. (NFLX).</p><p>It said that Netflix has granted it a limited seven-day waiver under its merger agreement, allowing discussions with Paramount through February 23.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around PSKY trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;</p><p>Shares in the company have fallen 4.5% over the past year.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/ondas-holdings-stock-is-rallying-again-today-know-why/cZRWuSrR4HR">Ondas Holdings’ Stock Is Rallying Again Today – What’s The Reason Behind It</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A phone screen shows Netflix, Warner Bros and Paramount streaming apps. 

Paramount Urges WBD Shareholders To Vote For Its Offer – Why Does It Deem Board’s Actions As ‘Unusual’?

Paramount said that WBD’s Board has chosen to avoid making the customary determination under the Netflix merger agreement that Paramount's superior $30 per share all-cash offer "could reasonably be expected to result in" a superior proposal. 

PARAMOUNT COMMENTS ON WARNER BROS. DISCOVERY DISCLOSURES

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Warner Bros. Reopens Talks With Rival Paramount

Warner Bros. Discovery is talking to Paramount Skydance again after the studio sweetened its offer setting up a showdown with Netflix. Ed Ludlow has more. -------- More on Bloomberg Television and...

Warner Bros Stock Climbs Tuesday: What's Happening?

Warner Bros. Discovery Inc. (NASDAQ:WBD) shares are trading higher Tuesday after the company set a March 20 special shareholder meeting to vote on its proposed merger with Netflix.read more...

Stock Market Today, Feb. 17: Stocks fall after long Presidents' Day weekend

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Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

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Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	-$0.03	--	--	N/A
Q3 '25	-$0.07	-$0.06	11.58%	BEAT
Q2 '25	-$0.24	$0.63	362.78%	BEAT
Q1 '25	-$0.19	-$0.18	2.94%	BEAT
Q4 '24	-$0.02	-$0.20	-731.43%	MISSED

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Warner Bros Discovery Inc

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