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SPY is trending as investors react to the ongoing State of the Union address, with community discussion heavily focused on Trump's proposals regarding tariffs and income tax, and divided opinions on whether his remarks will propel the market higher or lead to a reversal.

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 widespread anticipation and highly polarized reactions to Donald Trump's State of the Union address, with community discussions fiercely debating his economic claims, controversial allegations, and potential market impact.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending with fervent investor discussion surrounding its cancer immunotherapy, ANKTIVA, driven by high expectations for national attention on its groundbreaking treatments and intense speculation about a potential short squeeze that has ignited extreme bullish sentiment.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is actively discussed as the market anticipates potential catalysts from the State of the Union address and NVIDIA's upcoming earnings, driving widespread community speculation on whether these events will lead to a market rally or a significant pullback amidst persistent claims of manipulation.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is trending due to intensified political and regulatory scrutiny on the healthcare sector, including a new bill introduced by senators to break up conglomerates and anticipated negative comments from a former president, sparking a polarized community debate between bearish sentiment and those identifying a long-term buying opportunity.

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 on the eve of its highly anticipated earnings report, with the community actively debating whether strong results will propel the broader market higher or trigger a "sell the news" reaction, all while considering a competitor's recent major AI chip deal and ongoing concerns about US-China export policies.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending as recent political commentary underscores the critical need for data centers to secure their own power, a significant bullish catalyst for the company given its extensive renewable energy infrastructure and strategic pivot to AI/HPC. The community is actively discussing high short interest and upcoming earnings, fueling speculation of a potential squeeze.

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 its recent Q4 earnings beat and a rally in shares, driven by increased trading volume, with the community actively debating its high valuation multiples compared to Chipotle against its strong revenue growth, expansion plans, and perceived superior menu offerings.

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 following its Q4 earnings, where cautious fiscal year 2027 subscription revenue guidance, despite an earnings beat, fueled concerns over slowing growth and AI disruption in the enterprise software sector. While many fear AI could replace core services, supporters argue the stock is undervalued, citing its established market position and that AI leaders like Anthropic and OpenAI are Workday customers.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

Liquidia Corp is actively trending as the community eagerly anticipates a pivotal judge's decision on patent litigation, which many believe could significantly impact the stock. Bulls are optimistic, citing strong sales and Yutrepia's growing market share against competitors, while a contrasting perspective warns of underlying negative fundamentals and overvaluation.

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<ul class="summary-bullets"><li>AT&amp;T plans to buy back billions of dollars in shares, starting with about $8 billion in 2026.</li><li>In Q4, the company reported $33.5 billion in revenue and an earnings per share (EPS) of $0.53.</li><li>The company expects low single-digit growth in service revenue annually from 2026 to 2028.</li></ul>AT&amp;T Inc. (T) announced on Wednesday that it plans to give back more than $45 billion to shareholders between 2026 and 2028 through dividends and stock buybacks.The move comes after the company reported strong fourth-quarter (Q4) earnings driven by growth in its 5G and fiber broadband businesses as more customers embraced bundled connectivity.&nbsp;<h2 class="st-heading-2">Shareholder Returns Plan&nbsp;</h2>AT&amp;T expects to keep its yearly dividend at $1.11 per share and plans to buy back billions of dollars in shares, starting with about $8 billion in 2026.In Q4, the company reported $33.5 billion in revenue and an earnings per share (EPS) of $0.53. Both the figures exceeded the analysts’ consensus estimate of $32.91 billion and $0.47, respectively, according to Fiscal AI data.&nbsp;The company highlighted notable increases in subscriber numbers and overall service adoption. The firm added 421,000 postpaid phone subscribers and nearly half a million advanced home internet additions through its fiber and Internet Air products.Following the earnings,&nbsp;<a href="https://stocktwits.com/symbol/T">AT&amp;T stock</a> traded over 3% higher in Wednesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock jumped to ‘extremely bullish’ from ‘neutral’ territory amid ‘high’ message volume levels.&nbsp;<h2 class="st-heading-2">Strategic Outlook</h2>AT&amp;T outlined ambitious plans for 2026-28, including further expansion of its 5G and fiber footprint. The company expects low single-digit growth in service revenue annually and adjusted EPS of $2.25 to $2.35 in 2026 with a double-digit 3-year CAGR through 2028.&nbsp;<blockquote>"With new investments in spectrum and fiber, we're set to win more customers in more categories and geographies across the U.S.”-John Stankey, Chairman and CEO, AT&amp;T&nbsp;</blockquote>The company expects capital expenditure in the range of the $23 billion to $24 billion annually during 2026-2028.&nbsp;AT&amp;T&nbsp; stock has declined by over 5% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-nvda-stock-rising-china-approves-h200-chips/cmygGp7R4iv">NVDA Stock Gains Pre-Market: China Reportedly Clears H200 Chip Orders For Big Tech With Conditions</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of AT&T Inc. 

This Telecom Giant Will Return Over $45 Billion To Shareholders Between 2026 And 2028, Announces Strong Q4 Earnings

The move comes after the company reported strong fourth-quarter earnings driven by growth in its 5G and fiber broadband businesses.

AT&T To Return Over $45B To Shareholders Between 2026 And 2028

Equity

The move comes after the company reported strong fourth-quarter earnings driven by growth in its 5G and fiber broadband businesses.


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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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