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Battalion Oil Corp. engages in the acquisition, production, exploration, and development of liquids-rich oil and natural gas assets in the Delaware Basin. The company was founded in 1987 and is headquartered in Houston, TX.

Battalion Oil Corp - Ordinary Shares (New)

Battalion Oil is experiencing a dramatic surge driven by rising oil prices amidst escalating Middle East tensions and concerns over the Strait of Hormuz. The community is buzzing with talks of a significant short squeeze, high trading volumes, and the stock's potential for further explosive gains, leaving many shorts 'cooked'.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

SNAP is trending as investors and the community are actively discussing its recent achievement of profitability, a $1B annualized direct revenue run rate, and over 25 million Snapchat+ subscribers, signaling a potential turnaround. Many believe the stock is significantly undervalued given these operational milestones and its leadership in AI/AR technology, fueling speculation of a potential acquisition.

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SPY is trending amid escalating Middle East tensions and reported Iranian attacks on regional assets, fueling a divided community debate between anticipating a significant market correction or a continued V-shaped rebound despite widespread concerns of market manipulation. The ongoing geopolitical instability is prompting discussions about its broader implications for oil prices and global market stability.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is trending after reporting record Q4 and full-year 2025 revenue with significant profitability improvements, sparking community debate over its perceived undervaluation and multi-billion-dollar AI infrastructure pipeline against persistent skepticism regarding management's past execution and the stock's price action.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum is surging amid community excitement over a multi-billion dollar strategic investment by a leading AI chipmaker to advance optical infrastructure, reinforcing its perceived critical role in next-gen data centers, though its high valuation is actively debated among investors.

Vanguard Group, Inc. - Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF

VTI is trending with unusually high trading volume as the broader market grapples with escalating geopolitical tensions, particularly concerns over potential conflict in the Middle East, and ongoing uncertainty surrounding the administration's economic policies, prompting community discussion on market direction and optimal entry points.

SSgA Active Trust - State Street SPDR Dow Jones Industrial Average ETF Trust

DIA is trending as escalating US-Iran tensions in the Middle East, including reports of Strait of Hormuz disruptions, are sparking widespread community fears of surging oil prices and inflation. This geopolitical uncertainty is driving significant market volatility and impacting investor sentiment toward blue-chip industrials.

Palladyne AI Corp. engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its products include Palldyne IQ and Palladyne Pilot. The company was founded by Fraser M. Smith and Benjamin G. Wolff in 2015 and is headquartered in Salt Lake City, UT.

Palladyne AI Corp.

Palladyne AI Corp. is trending due to recently secured multi-domain defense contracts, including an Air Force project leveraging its SwarmOS AI platform for autonomous system coordination and another for a missile propulsion subsystem. This news is fueling intense community discussion about its undervalued position, significant short interest with rising borrow costs, and long-term growth potential in the evolving AI and drone warfare sectors.

AeroVironment, Inc. engages in the design, development, and production of multi-domain robotic systems and related services for government agencies and businesses. It operates through the following business segments: UnCrewed Systems, Loitering Munitions Systems, and MacCready Work. The UnCrewed Systems segment focuses primarily on small UAS products designed to operate reliably at lower altitudes in a wide range of environmental conditions. The Loitering Munitions Systems segment focuses primarily on tube-launched aircraft that deploy with the push of a button, fly at higher speeds than small UAS products, and perform either effects delivery or reconnaissance missions, and related support services including training, spare parts, product repair, and product replacement. The MacCready Works segment focuses on customer-funded research and development in the areas of HAPS, robotics, sensors, software analytics, data intelligence, and connectivity. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment is seeing a significant pullback following a Raymond James downgrade tied to the recompetition of its large Space Force SCAR program, though many investors are debating if the sell-off is an overreaction given other analyst endorsements and strong demand for its drone technology amidst global tensions.

Frontera Energy Corp. engages in the exploration, development, production, transportation, storage, and sale of oil and natural gas. It operates interests in exploration and production blocks in Colombia, Ecuador and Guyana, and pipeline and port facilities in Colombia. The company was founded on April 10, 1985 and is headquartered in Calgary, Canada.

Frontera Energy Corporation - Ordinary Shares New

Frontera Energy is trending as Parex Resources' premium acquisition proposal for its Colombian upstream business sparks community discussion of a potential bidding war with GeoPark, while investors also keenly eye the value of its infrastructure and pending resolution of its Guyana oil block.

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Should You Invest in the State Street Materials Select Sector SPDR ETF (XLB)?

Likely ETF Winners & Losers From Winter Storm Fern

Winter Storm Fern rattles the United States, lifting heating demand and natural gas prices as UNG stands out while airlines and consumers face headwinds.

<ul class="summary-bullets"><li>Oppenheimer downgraded Mosaic to ‘Perform’ from ‘Outperform’.</li><li>Tight sulfur market conditions are expected to persist into the first half of 2026, continuing to weigh on Mosaic’s outlook, the brokerage firm added.</li><li>Tight credit and increased competition due to an influx of lower-grade phosphate imports from China weighed on demand and margins in Brazil.</li></ul>Mosaic Company (MOS) shares were trading down 4.5% on Friday after the firm said that fertilizer market conditions remained challenging in the fourth quarter (Q4) of 2025, as weaker-than-usual seasonal demand weighed on results.In response, Oppenheimer downgraded Mosaic to ‘Perform’ from ‘Outperform’ and removed the firm’s previous $35 price target following the company’s “weak” preliminary Q4 results.Oppenheimer expects Mosaic to continue making gradual progress on operating rates, but noted there is no clear catalyst to lift fertilizer demand in the current crop year. Tight sulfur market conditions are also expected to persist into the first half of 2026, continuing to weigh on the outlook.Despite the intraday drop, retail sentiment on Stocktwits remained in the ‘bullish’ zone over the past 24 hours.<h2 class="st-heading-2">Q4 Preliminary Update</h2>In North America, fertilizer demand dropped sharply as growers remained under economic pressure and an early winter shortened the fall application season. Phosphates were hit hardest due to lower affordability than potash, with shipments estimated to be down about 20% from a year ago.The weak environment weighed on Mosaic’s results, with Q4 phosphate sales of about 1.3 million tonnes and potash sales near 2.2 million tonnes. In response, the company adjusted its phosphate production and shifted volumes to markets showing stronger demand, keeping overall output in line with the prior quarter, though lower sales and rising inventories pressured cash flow.Conditions in Brazil also worsened, as tighter credit and increased competition, due to an influx of lower-grade phosphate imports from China, weighed on demand and margins. As a result, Mosaic Fertilizantes’ sales fell short of expectations, even as full-year volumes were roughly flat.Looking ahead, Mosaic sees a more favorable setup in 2026, supported by nutrient replenishment needs, government support programs, tightening phosphate markets, and reduced Chinese exports, all of which could help lift demand and prices over time, it said.The company is expected to post its Q4 2025 results on February 24.Over the past year, <a href="https://stocktwits.com/symbol/MOS">MOS stock</a> has declined nearly 2%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-abus-stock-fall-today/cmUlzXeR4BY">ABUS Stock On Track For Biggest Intraday Drop In Over 5 Years – What’s The Issue Around Its Patent In Europe?</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Mosaic Company logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

MOS Stock Sees Red As Cheaper Chinese Imports Weigh On Q4 Operations

Mosaic Company said that fertilizer market conditions remained challenging in the fourth quarter, as weaker-than-usual seasonal demand weighed on results.

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Mosaic Company said that fertilizer market conditions remained challenging in the fourth quarter, as weaker-than-usual seasonal demand weighed on results.


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FSDPX, FKRCX and ACGGX stand out as materials funds as cyclical tailwinds, pricing power and commodity demand point to a stronger 2026.

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Notable ETF Outflow Detected - XLB, NEM, ECL, NUE

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the The Materials Select Sector SPDR Fund (Symbol: XLB) where we have...

Noteworthy ETF Outflows: XLB, ECL, MLM, FCX

See Which Of The Latest 13F Filers Holds XLY

At Holdings Channel, we have reviewed the latest batch of the 20 most recent 13F filings for the 09/30/2025 reporting period, and noticed that The Materials Select Sector SPDR Fund (Symbol: XLY) was...

US Food and Drug Administration Commissioner Marty Makary said he’s “taking a hard look” at whether Sarepta Therapeutics’ gene therapy, Elevidys, should remain on the market, following recent patient deaths involving the treatment.&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="http://stockwits.com/symbol/SRPT">Sarepta’s stock</a> plummeted more than 26% in midday trade on Friday. However, on Stocktwits, retail sentiment around the company remained in ‘extremely bullish’ territory amid ‘extremely high’ levels of chatter.A separate&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/healthcare-pharmaceuticals/us-fda-request-sarepta-stop-all-shipments-gene-therapy-elevidys-source-says-2025-07-18/#:~:text=The%20FDA's%20request%20follows%20the,condition%20called%20Duchenne%20muscular%20dystrophy.">report</a> by Reuters said that the FDA plans to request Sarepta to stop all shipments of Elevidys voluntarily.Makary’s comments during an&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-18/fda-is-investigating-if-sarepta-s-elevidys-should-stay-on-market">interview</a> with Bloomberg come after the company on Thursday disclosed a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sarepta-draws-wall-street-ire-after-third-patient-death-this-year/ch8kMF7R5qY">third patient death</a> in a clinical trial involving a different experimental gene therapy that uses a similar viral delivery system.&nbsp;A company spokesperson&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-18/sarepta-says-another-patient-died-after-receiving-gene-therapy">told</a> Bloomberg that a 51-year-old patient died of acute liver failure last month in an early-stage trial of a gene therapy to treat limb-girdle muscular dystrophy.The FDA had already been investigating two earlier deaths linked to Elevidys.The growing number of fatalities is raising questions about the future of Sarepta’s therapies and the regulatory path for gene treatments that use adeno-associated viral (AAV) vectors. Elevidys, which was granted accelerated approval in 2023 for Duchenne muscular dystrophy, has remained on the market under post-approval study requirements.Bloomberg also reported that the latest death resulted in an unusually tense exchange between analysts and Sarepta executives on a Friday call. The same group of analysts reportedly had a call with the company earlier this week about the future of Elevidys, but the firm failed to disclose the third patient death. On Friday, two of the analysts asked executives whether the company was keeping any other fatalities undisclosed.“We are historically a very transparent organization,” said Sarepta CEO Douglas Ingram, according to the report, adding that the company didn’t disclose the third patient death earlier because “it was neither material nor central” to what was being discussed.&nbsp;Sarepta’s stock is down 88% year-to-date and nearly 90% over the past 12 months.Get updates to this developing story directly on Stocktwits.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/grubhub-owner-wonder-reportedly-in-talks-for-500-m-debt-refinancing/ch8kHoKR5qp">Grubhub Owner Wonder Reportedly In Talks For $500M Debt Refinancing</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Sarepta Therapeutics logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

FDA Is Reportedly ‘Taking A Hard Look’ To Evaluate Whether Sarepta’s Gene Therapy Elevidys Should Remain On The Market

The FDA had already been investigating two earlier deaths linked to Elevidys.

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