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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending after reports surfaced of a potential partnership with Novo Nordisk to distribute GLP-1 obesity drugs, signaling an end to their prior legal dispute. This development has ignited fervent community discussion about a massive short squeeze due to the stock's high short interest and its strengthened position in the digital health market.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is trending following a surprise partnership announcement with Hims & Hers to distribute its obesity drugs, ending a prior feud. The community is actively discussing the substantial surge in Hims' stock compared to Novo Nordisk's more modest reaction, raising questions about the deal's implications for the GLP-1 market and competitive landscape.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as the community celebrates the imminent departure of a prominent FDA official, widely seen as a significant barrier to the approval of its Duchenne Muscular Dystrophy therapy, Deramiocel. This development, coupled with high anticipation for a late-breaking Phase 3 data presentation at a major medical conference, is fueling intense bullish sentiment and expectations for a rapid regulatory decision.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure (QURE) is experiencing a sharp rebound, driven by the departure of a controversial FDA official, which the community speculates could pave an easier regulatory path for its Huntington's disease gene therapy and is currently fueling a short squeeze.

Savara, Inc. is a clinical-stage pharmaceutical company, which engages in the development and commercialization of novel therapies for the treatment of serious or life-threatening rare respiratory diseases. Its program includes molgramostim, which is an inhaled formulation of recombinant human GM-CSF and being developed for the treatment of autoimmune pulmonary alveolar proteinosis. The company was founded in December 1995 and is headquartered in Langhorne, PA.

Savara Inc

Savara is trending following the FDA's Day 74 Letter confirming MOLBREEVI's Biologics License Application is under full review with a PDUFA target action date of August 22, 2026, and no advisory committee meeting planned. The community sees this as a positive step towards Molbreevi becoming a first-in-class therapy for autoimmune PAP, fueling optimism around its market potential and future valuation.

Day One Biopharmaceuticals, Inc. operates as a holding company. The firm, through its subsidiary, develops and commercializes targeted therapies for patients of all ages with genetically defined cancers. Its products include DAY101 and pimsertib. The company was founded by Julie Grant and Samuel C. Blackman in November 2018 and is headquartered in Brisbane, CA.

Day One Biopharmaceuticals Inc

Day One Biopharmaceuticals ($DAWN) is trending after agreeing to be acquired by Servier for $21.50 per share in cash, a deal valued at approximately $2.5 billion that offers a significant premium. The community is celebrating substantial gains, with many noting how patience and conviction paid off amidst previous buyout speculation and a recent massive volume spike.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is trending as it announces a $300 million restructuring charge, fueling speculation among investors about a potential exit from its struggling Converse brand. The community remains divided, with many concerned about ongoing margin pressures and the slow pace of a turnaround, while others see a long-term buying opportunity despite confusing price action around recent tariff news.

Rithm Capital Corp. engages in the provision of real estate, credit, and financial services. It operates through the following segments: Origination and Servicing, Investment Portfolio, Residential Transitional Lending, Asset Management, and Corporate. The Origination and Servicing segment includes residential mortgage loans underlying mortgage servicing right assets as well as those sub-service for third parties. The Investment Portfolio segment consists of residential mortgage loans, SFR properties, consumer loans, Non-Agency RMBS, Excess MSRs and servicer advance investments. The Residential Transitional Lending segment competes for both experienced sponsors, including developers and investors in residential real estate, and attractive lending opportunities based on several factors. The Asset Management segment focuses on the wholly owned subsidiaries, Sculptor, and RCM Manager. The company was founded on September 26, 2011 and is headquartered in New York, NY.

Rithm Capital Corporation

Rithm Capital is actively discussed for its impending S&P SmallCap 600 index inclusion, which analysts anticipate will trigger substantial institutional buying, alongside its consistent earnings beats and strategic evolution into a diversified asset manager. The community is vigorously debating the stock's significant undervaluation and the potential for a future C-Corp conversion or spin-off to unlock considerable shareholder value.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. The company has three commercial products: Gvoke, Keveyis, and Recorlev. Gvoke is ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. Its product also includes Ogluo which is used for the treatment of severe hypoglycemia in adults, adolescents, and children aged 2 years and over with diabetes mellitus. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Xeris Biopharma is currently trending following strong Q4 earnings and optimistic 2026 revenue guidance, significantly bolstered by a key competitor's recent clinical setback in the Cushing's syndrome market; this fuels community discussions on Recorlev's blockbuster trajectory and XP-8121's Phase 3 progress despite ongoing market volatility.

Global X Funds - Global X Copper Miners ETF

Copper miners are rallying to new highs, fueled by escalating demand from AI, electrification, and defense sectors amidst a deepening structural supply deficit. The community is actively discussing copper as the next major commodity breakout, especially with new US tariffs aiming to bolster strategic critical mineral reserves.

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The Trade Desk logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

TTD Stock Keeps Retail Hooked After Best Day In 10 Months: Analysts See Big Upside Amid OpenAI Ad Deal Buzz

Retail traders await commentary from CEO Jeff Green, who said he would explain the rationale behind his purchase of $148 million Trade Desk stock on Friday.

Equity

Retail traders await commentary from CEO Jeff Green, who said he would explain the rationale behind his purchase of $148 million Trade Desk stock on Friday.


<ul class="summary-bullets"><li>The streaming giant said the acquisition aligns with its approach of combining technological innovation with storytelling.</li><li>Affleck said the idea for InterPositive emerged after he closely observed early uses of artificial intelligence in film production around 2022.&nbsp;</li><li>The company designs tools to cater to the technical and creative realities of a film set.</li></ul>Netflix Inc. (NFLX) on Thursday announced that it has acquired InterPositive, an artificial intelligence-based filmmaking technology startup founded by actor and filmmaker Ben Affleck, as the streaming company pushes deeper into AI tools designed for movie and television production.&nbsp;The deal brings InterPositive’s engineering and research team into Netflix while Affleck will serve as a senior advisor, helping guide the development of creator-focused technology for the entertainment industry.<h2 class="st-heading-2">Creator-Focused Technology</h2>The streaming giant said the acquisition aligns with its approach of combining technological innovation with storytelling. According to Affleck, the idea for InterPositive emerged after he closely observed early uses of artificial intelligence in film production around 2022.&nbsp;He said that many emerging AI systems were not built with filmmakers’ real-world workflows in mind. As a result, the company began designing tools tailored to the technical and creative realities of a film set, including camera behaviour and lighting changes.<blockquote>“We believe new tools should expand creative freedom, not constrain it or replace the work of writers, directors, actors, and crews.”-Bela Bajaria, Chief Content Officer, Netflix&nbsp;</blockquote><a href="https://stocktwits.com/symbol/NFLX">Netflix stock</a> inched 0.03% lower on Thursday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<h2 class="st-heading-2">Push To Protect Human Creativity</h2>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-05/netflix-acquires-ben-affleck-founded-ai-moviemaking-business">report</a>, artificial intelligence is becoming more common in Hollywood, as companies like Walt Disney Co. (WBD) and Paramount Skydance Corp.(PSKY) look to use the technology. However, it has also raised worries that these tools could replace jobs held by actors, writers, and other workers in the industry.<blockquote>“We also need to preserve what makes storytelling human, which is judgment. The kind that takes decades to build, experience to hone, and that only people can have. I knew I had a responsibility to my peers and our industry, to protect the power of human creativity and the people behind it. In creating InterPositive, I sought to do just that.”-Ben Affleck, Filmmaker and Founder, InterPositive</blockquote>FLX stock has gained over 5% in the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/paramount-skydance-ceo-david-ellison-says-wbd-deal-positions-it-to-compete-more-effectively-globally-report/cZdQDDQRI3k">Paramount Skydance CEO David Ellison Says WBD Deal Positions It To Compete More Effectively Globally: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Netflix, Inc. (NASDAQ: NFLX) releases a financial earnings report on October 21, 2025. 

Netflix Acquires Ben Affleck’s InterPositive To Develop AI Tools For Filmmakers

The deal brings InterPositive’s engineering and research team into Netflix, while Affleck will serve as a senior advisor.

<ul class="summary-bullets"><li>Ellison said the combined entity would control a film catalogue of roughly 15,000 titles.</li><li>He also highlighted the financial strength of the combined business and highlighted the expected $10 billion annual cash flow in 2026.</li><li>Ellison acknowledged that the merged company will likely streamline certain corporate functions.</li></ul>Paramount Skydance (PSKY) CEO David Ellison on Thursday outlined his vision for the company following the deal to acquire Warner Bros. Discovery Inc. (WBD).Speaking to CNBC, Ellison stated that the transaction could strengthen competition in the media and streaming industry. He emphasized that the combination of major film libraries and stronger financial resources would position the company to compete more effectively in the global entertainment market.“We believe this deal is pro-competitive, pro-consumer, and it is good for the overall creative economy,” he said.<h2 class="st-heading-2">Massive Film Library Strengthens Content Strategy</h2>Ellison said the combined entity would control a film catalog of roughly 15,000 titles. The collection would include blockbuster franchises such as the Harry Potter series, Mission Impossible, and titles connected to the DC universe.He noted that housing all those titles under a single corporate structure provides the scale needed to compete with large streaming platforms. The larger catalog offers more content for digital platforms and helps boost the company’s push to expand its global streaming footprint.“That puts us in an incredible position to really be able to win in the content space. It immediately gets us to scale in streaming,” Ellison added.&nbsp;Ellison also highlighted the financial strength of the combined business. He said the company anticipates generating more than $10 billion in annual cash flow, supported by approximately $69 billion in revenue and roughly $18 billion in earnings before interest, taxes, depreciation, and amortization (EBITDA).&nbsp;He said that these resources would allow management to invest heavily in technology and to manage existing debt obligations.<h2 class="st-heading-2">Possible Operational Changes</h2>While Ellison acknowledged that the merged company will likely streamline certain corporate functions, he stressed that job cuts are not the primary goal behind the deal.&nbsp;“We will absolutely have to rationalize the overall corporate overhead of the company. But that’s not the primary driver of the synergies in the deal,” Ellison said.&nbsp;The battle to acquire Warner Bros. assets was highly competitive. Netflix initially made a bid of $82.7 billion for the assets, excluding cable networks. Paramount later stepped in with a hostile bid, increasing the proposal to $31 per share.PSKY stock has gained over 4% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-crmd-stock-tumble-today/cZdQvWFRI3i">Why Did CRMD Stock Tumble Over 11% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Paramount logo is displayed on a mobile phone with the Warner Bros. Discovery icon seen in the background

Paramount Skydance CEO David Ellison Says WBD Deal Positions It To Compete More Effectively Globally: Report

Speaking to CNBC, Ellison stated that the transaction could strengthen competition in the media and streaming industry. 

<ul class="summary-bullets"><li>Raymond James downgraded WBD to ‘Underperform’ from ‘Outperform’, without giving a price target.</li><li>The Future Fund LLC’s Managing Partner, Gary Black, called Netflix’s decision to pull out of the race to acquire Warner Bros. the best move for the company.</li><li>Markets are similarly optimistic about Netflix’s decision, with the NFLX stock up nearly 8% in Friday’s pre-market trade.</li></ul>Warner Bros. Discovery Inc. (WBD) received a double downgrade from analysts at Raymond James after Netflix Inc. (NFLX) pulled out of the race with Paramount Skydance Corp. (PSKY) to acquire WBD.According to TheFly, analysts at Raymond James downgraded WBD to ‘Underperform’ from ‘Outperform’, without giving a price target.<a href="https://stocktwits.com/symbol/WBD">Warner Bros. Discovery shares</a>&nbsp;were down 3% in Friday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels.<h2 class="st-heading-2">What Did The Analysts Say?</h2>Raymond James analysts said in the note that with the Paramount-Netflix bidding war now coming to an end, the Warner Bros. Discovery stock has become just another arbitrage trade.The firm added that it sees more attractive opportunities for potential returns for investors elsewhere in its coverage.Analysts at Benchmark also downgraded the WBD stock to ‘Hold’ from ‘Buy’ while removing their prior price target. The firm stated that it appears that the Trump administration and the U.S. Department of Justice (DOJ) will approve the deal, given President Donald Trump’s affinity for the Ellison family.Oracle Corp. co-founder Larry Ellison’s son, David Ellison, is the CEO of Paramount Skydance.<h2 class="st-heading-2">Best Move For Netflix, Says Gary Black</h2>Meanwhile, The Future Fund LLC’s Managing Partner, Gary Black, called Netflix’s decision to pull out of the race to acquire Warner Bros. the best move for the company.“We believe this is the best move for $NFLX shareholders and with the $2.8B termination fee for new content we believe NFLX stock can return to the ~$100/share level at which it was trading before its Dec 5 bid for $WBD,” Black said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/garyblack00/status/2027160330179150300">post</a> on X.<figure class="image"><img src="https://news.stocktwits-cdn.com/Black_post_jpg_ddb9073914.webp" alt="Gary Black's post on X" width="583" height="191"><figcaption>Gary Black's post on X | @garyblack00/X</figcaption></figure>Markets are also optimistic about Netflix’s decision. Netflix shares popped nearly 8% in Friday’s pre-market trade, with retail sentiment on Stocktwits around the company trending in the ‘extremely bullish’ territory. The stock was also the second-most-trending ticker on the platform at the time of writing.<h2 class="st-heading-2">WBD Calls Paramount Proposal ‘Superior’</h2>After voicing their preference for Netflix’s offer until recently, the WBD board finally stated on Thursday that the Paramount proposal is “superior.”While Netflix had four business days to propose revisions to its merger agreement with WBD, the company withdrew, stating that the price required to match Paramount’s offer made the deal no longer financially attractive.Paramount stated that it is “pleased” with the WBD board’s decision.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>One user on Stocktwits stated that WBD stock cannot dip much further, as shares can be sold for $31 very soon.<stembedurl>https://stocktwits.com/james899/message/646073404</stembedurl>Another user stated that Netflix pulling out of the race is a win for consumers as well. “I think Warner Bros. would’ve been sanitized at Netflix,” they said.<stembedurl>https://stocktwits.com/Knot2/message/646066531</stembedurl><a href="https://stocktwits.com/symbol/WBD">WBD stock</a> is down 0.1% year-to-date; PSKY stock is down 17%; and&nbsp;<a href="https://stocktwits.com/symbol/NFLX">NFLX stock</a> has declined 10%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-stock-falls-michael-burry-says-nvidia-purchase-commitments-akin-to-cisco-dot-com-bubble/cZTGi6FRIRb">Michael Burry Warns Nvidia’s ‘Purchase Commitments’ Akin To Cisco At The Top Of Dot-Com Bubble — NVDA Stock Falls 5%</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

WBD Gets A Double Downgrade After Netflix Pulls Out Of Bidding War With Paramount Skydance — Here's What Analysts Said

Raymond James analysts stated that they see more attractive investment opportunities elsewhere in their coverage.

<ul class="summary-bullets"><li>Paramount’s new bid comes after Warner Bros. received a seven-day waiver from Netflix last week to re-engage with the David Ellison-led company.</li><li>WBD announced on Tuesday that Paramount had sent a revised bid, while its board of directors reaffirmed its support for the Netflix offer.</li><li>Subsequently, WBD stated that Paramount raised its takeover offer to $31 per share, up from $30.</li></ul>The ongoing battle between Paramount Skydance Corp. (PSKY) and Netflix Inc. (NFLX) for acquiring Warner Bros. Discovery Inc. (WBD) is intensifying, but bettors on prediction markets are clearly leaning toward one entertainment giant to win.The latest prediction market odds for the winner of the WBD acquisition saga follow Paramount's $ 31-per-share takeover offer, up from $30 per share.Paramount’s new bid comes after Warner Bros. received a seven-day waiver from Netflix last week to re-engage with the David Ellison-led company. WBD announced on Tuesday that Paramount had&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wbd-confirms-receipt-of-paramounts-revised-bid-board-favors-netflix/cZRvyleR4CJ">sent a revised bid</a>, while its board of directors reaffirmed its support for the Netflix offer.<a href="https://stocktwits.com/symbol/WBD">Warner Bros. Discovery shares</a> were up 0.5% in Thursday’s pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/WBD">Paramount Skydance shares</a> rose 1%. Retail sentiment on Stocktwits around the WBD trended in the ‘bullish’ territory, while users felt ‘extremely bullish’ about PSKY.<a href="https://stocktwits.com/symbol/NFLX">Netflix shares</a> were up 2% at the time of writing, with retail sentiment trending in the ‘bullish’ territory on Stocktwits.<h2 class="st-heading-2">What Are Prediction Markets Indicating?</h2>Popular prediction markets Kalshi and Polymarket show bettors are leaning toward Paramount as the winner in its battle with Netflix for WBD.At the time of writing, the odds of Paramount acquiring WBD before July 2027 stood at 56%, while only 36% believed Netflix could win.<figure class="image"><img src="https://news.stocktwits-cdn.com/Kalshi_WBD_jpg_78228dbe59.webp" alt="Kalshi prediction market bets on Warner Bros acquisition" width="898" height="454"><figcaption>Kalshi prediction market bets on Warner Bros acquisition | Kalshi</figcaption></figure>Users on Polymarket were less optimistic about Paramount’s chances, with only 46% believing it would win before June 2027, while 37% of the bets were in favor of Netflix.<figure class="image"><img src="https://news.stocktwits-cdn.com/Polymarket_WBD_jpg_dc5d29605c.webp" alt="Polymarket prediction market bets on Warner Bros acquisition" width="955" height="437"><figcaption>Polymarket prediction market bets on Warner Bros acquisition | Polymarket</figcaption></figure>The total bets on the two platforms stood at about $2.2 million at the time of writing.<h2 class="st-heading-2">WBD Says Paramount Offer ‘Reasonably Be Expected’ To Be Superior</h2>In an update on Tuesday, WBD announced that Paramount’s offer for the company could “reasonably be expected” to be superior to the one from Netflix.Paramount also reaffirmed that it will pay the $2.8 billion termination fee, which WBD would be required to pay to Netflix to terminate its existing merger agreement.Netflix’s offer assigns an enterprise value of $82.7 billion to WBD but excludes the spinoff company.<a href="https://stocktwits.com/symbol/WBD">WBD stock</a> is up 0.3% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/PSKY">PSKY stock</a> is down 24%, and NFLX stock is down 12%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-claude-enterprise-ai-tools-software-cybersecurity-hr-investment-banking/cZRyaCIRIGk">Anthropic Expands Enterprise AI Arsenal With Autonomous Tools Ahead Of Widely Expected IPO</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration a man holds a iPhone, that shows Netflix, Warner Bros and Paramount streaming apps on his phone screen

Who Will Acquire Warner Bros, Paramount Or Netflix? Prediction Markets Think This Company May Win The Battle

The latest prediction market odds for the winner of the WBD acquisition saga come after Paramount raised its takeover offer to $31 per share, up from $30 per share.

<ul class="summary-bullets"><li>Following WBD’s announcement, Paramount also confirmed that it has sent a revised bid.</li><li>The company said that the bid was sent after WBD received a seven-day waiver under its agreement with Netflix to engage with Paramount.</li><li>Paramount added that entering into a transaction would require the WBD board to determine that PSKY’s offer is superior when compared to the Netflix merger agreement.</li></ul>Warner Bros. Discovery Inc. (WBD) on Tuesday confirmed the receipt of Paramount Skydance Corp.’s (PSKY) revised bid for the company.“Following engagement with PSKY during the seven-day limited waiver period, we received a revised PSKY proposal to acquire WBD, which we are reviewing in consultation with our financial and legal advisors. We will update our shareholders following the Board's review,” the company stated.WBD also noted that the merger agreement with Netflix Inc. (NFLX) remains in effect, adding that Warner Bros. Discovery’s board continues to recommend it over the Paramount offer.<a href="https://stocktwits.com/symbol/WBD">Warner Bros. Discovery shares</a>&nbsp;were up 1% in Tuesday’s opening trade, while&nbsp;<a href="https://stocktwits.com/symbol/WBD">Paramount Skydance shares</a> rose 0.7%. Retail sentiment on Stocktwits around WBD trended in the ‘extremely bullish’ territory, while users felt ‘bullish’ about PSKY.<a href="https://stocktwits.com/symbol/NFLX">Netflix shares</a> were up 1% at the time of writing, with retail sentiment trending in the ‘bearish’ territory on Stocktwits.<h2 class="st-heading-2">Paramount Confirms Sending A Revised Bid</h2>Paramount also confirmed that it has sent a revised bid and that the bid was sent after WBD received a seven-day waiver under its agreement with Netflix to engage with Paramount.Paramount added that entering into a transaction would require the WBD board to determine that PSKY’s offer is superior when compared to the Netflix merger agreement.It also requires the expiration of four business days to match Paramount’s offer, the termination of WBD’s merger agreement with Netflix, and then entering into a definitive merger agreement with Paramount.<h2 class="st-heading-2">Activist Investor Calls Out WBD For Choosing Netflix</h2>Earlier this month, activist investor&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ancora-wbd-superior-offer-from-paramount-netflix-bid-highly-questionable/cZb6XVTR4qA">Ancora said</a> the WBD board is calling on shareholders to vote for an “uncertain final cash consideration based on an unknown debt allocation and an unknown equity value of the Discovery Global spinoff.”The firm also pointed to antitrust concerns over the Netflix deal, while the Paramount deal has a “viable path to regulatory approval.”Ancora stated that WBD has a “clear path” to securing an even better offer from Paramount, stating that PSKY’s bid “includes certainty and can be increased.”<a href="https://stocktwits.com/symbol/WBD">WBD stock</a> is up 1% year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/PSKY">PSKY stock</a> is down 21%, while&nbsp;<a href="https://stocktwits.com/symbol/NFLX">NFLX stock</a> has declined 18%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-stock-soars-on-meta-expanded-6-gigawatt-deal-for-amd-gpus/cZRvDZZR4Cb">AMD Stock Soars Pre-Market After Meta Expands Multi-Year AI Chip Partnership</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

WBD Reviewing Revised PSKY Offer Even As Board Reaffirms Support For Netflix Merger

WBD also noted that the merger agreement with Netflix remains in effect, adding that its board continues to recommend it over the Paramount offer.

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

Higher Warner Bros Bid Incoming? What Recent WBD Stock Moves Reveal

WBD shares have gained 8% in the last eight sessions as a bidding war plays out.

<ul class="summary-bullets"><li>Retail message volumes on StockTwits peaked at 250% in the last 24 hours, with traders sounding optimistic about the stock gaining even after the note offering sent the shares down.</li><li>On Tuesday, the company announced the unfolding of BlueBird 6, which features the largest commercial communications array antenna ever deployed in Low Earth Orbit.</li><li>AST SpaceMobile said the net proceeds from the offering will be used for accelerating the deployment of its controlled spectrum bands on a global basis and enhancing investment in government space opportunities in the U.S.</li></ul>AST SpaceMobile, Inc. witnessed a surge in retail interest in the last 24 hours, building on the company’s announcement to offer $1 billion aggregate principal amount of convertible senior notes due 2036 and the successful unfolding of its BlueBird 6 satellite.Retail message volumes on Stocktwits on ASTS peaked at 250% in the last 24 hours, with traders sounding optimistic about the stock gaining even after the note offering sent the shares down nearly 9% in premarket trading.A bullish user on Stocktwits <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/CwInvestmentTrades/message/644760877">said</a> they planned to buy a large number of shares in the mornings and “love the ASTS offering.”<stembedurl>https://www.stocktwits.com/CwInvestmentTrades/message/644760877</stembedurl><h2 class="st-heading-2">ASTS 2026 Preparations</h2>On Tuesday, the company announced the unfolding of BlueBird 6, which features the largest commercial communications array antenna ever deployed in Low Earth Orbit. In December, the company also announced that it had completed the manufacturing of BlueBird 7 and it was en route to Cape Canaveral, Florida, ahead of its own launch preparations.AST SpaceMobile on Wednesday said that the company intends to use the net proceeds from the offering for general corporate purposes, including accelerating the deployment of its controlled spectrum bands on a global basis, monetizing the capabilities of its proprietary technology to capture the evolving commercial opportunities related to artificial intelligence, and enhancing investment in government space opportunities in the U.S.This is to scale manufacturing and further deployment of its products at a time when it has been awarded a contract for the Missile Defense Agency's Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) program.The SHIELD contract, also known as the “Golden Dome” project, is a push by the Trump Administration to create a shield that will identify incoming projectiles, calculate trajectory, and deploy interceptor missiles to destroy them mid-flight.<h2 class="st-heading-2">How Are Retail Traders Reacting?</h2>Retail sentiment on AST SpaceMobile was in the ‘bearish’ territory, compared to ‘neutral’ a week ago, with message volumes at ‘low’ levels, according to data from Stocktwits.However, chatter was picking up on the platform with one bullish user <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Terriermight/message/644762800">noting</a> that the company was still in the infancy stage and people think a billion “in financing is bearish.”<stembedurl>https://www.stocktwits.com/Terriermight/message/644762800</stembedurl>Another bullish user <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/GumGumRubber/message/644759528">noted</a> that the stock had rebounded immediately after the last offering.<stembedurl>https://www.stocktwits.com/GumGumRubber/message/644759528</stembedurl><a href="https://stocktwits.com/symbol/ASTS">Shares of AST SpaceMobile</a> have jumped over 241% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/mcd-stock-in-spotlight-as-burger-giant-bucks-industry-wide-slowdown/cZRThwhR4rb">MCD Stock In Spotlight As Burger Giant Bucks Industry-Wide Slowdown To Deliver Solid Quarterly Beat</a>

A person views trading stocks on a tablet on the last day of the 2025 trading market in Brussels, Belgium, on December 30, 2025.

ASTS Stock Tumbles Premarket, Retail Chatter More Than Triples – What Is Driving The Moves?

ASTS stock surged after the successful unfolding of the company’s BlueBird 6 satellite, but is now seeing a downfall on Thursday due to its note offering.

<ul class="summary-bullets"><li>Siri did not always process queries correctly or could sometimes take too long to handle requests, as seen in the testing, the report said.&nbsp;</li><li>However, the situation was fluid, and Apple’s plans could change further, the people cited in the report said.&nbsp;</li><li>Apple was widely expected to release updates to Siri in the last week of February while launching the beta version of iOS 26.4.</li></ul>Apple Inc.’s (AAPL) upgrades to its virtual assistant Siri have reportedly faced issues during testing in recent weeks, potentially delaying the release of some functional updates.According to a Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-11/apple-s-ios-26-4-siri-update-runs-into-snags-in-internal-testing-ios-26-5-27">report</a> citing people familiar with the matter, Apple was initially planning to include the function changes in its upcoming operating system update in March. However, after the issues, the iPhone maker now plans to roll them out over future versions.Siri did not always process queries correctly or sometimes took too long to handle requests, as seen in testing, the report said.However, the situation was fluid, and Apple’s plans could change further, the people said, as per the report.Shares of AAPL edged up about 1% at the time of writing.<h2 class="st-heading-2">Siri Update</h2>Apple was widely expected to <a href="https://stocktwits.com/news-articles/markets/equity/apple-stock-loses-retail-euphoria-after-blowout-earnings-will-new-ai-siri-reignite-confidence/cZbHVJhR48L">release</a> updates to Siri in the last week of February while launching the beta version of iOS 26.4.The revamp of the virtual assistant was expected to include a redesigned interface, better comprehension of natural language, on-screen awareness, and upgraded cross-app controls.The delay means at least some Siri upgrades are potentially pushed back to the next update slated in May, or even in iOS 27, expected to be released in September, as per the report.Gene Munster, co-founder of Deepwater Asset Management, said that if investors hoped for more from the new Siri update, the stock would have fallen more steeply.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2021695087617687801">post</a> on X, Munster said, “The bottom line is Apple Intelligence continues to hold optionality value for AAPL investors. I believe they’ll eventually get it right and be a key beneficiary of what will be a significant personalized AI opportunity.”<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_12_at_3_06_25_AM_png_c87ccec5fa.webp" alt="Screenshot 2026-02-12 at 3.06.25 AM.png" width="1192" height="606"></figure>&nbsp;Apple is also rumored to overhaul Siri into an artificial intelligence chatbot later this year, although the company has not released any official updates.Apple's stock has been lagging among its AI peers even as development in the area is looking to become a primary driver for the company.The tech giant posted its "best-ever quarter“ while <a href="https://stocktwits.com/news-articles/markets/equity/apple-q1-2026-earnings-beat-expectations/cmyi8pJR41W">reporting</a> its first-quarter (Q1) 2026 results, beating street expectations for revenue and earnings due to strong iPhone sales and a rebound in the China market.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around AAPL shares was in the ‘bearish’ territory over the past day amid ‘low’ message volumes.One bullish user said this was just an AI rollout delay that would not impact Apple’s long-term business health.<stembedurl>https://stocktwits.com/Sunshined/message/644721808</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Shares of AAPL</a> have gained more than 18% in the last year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/bill-ackman-takes-stake-in-meta-flags-significant-upside-potential-from-ai/cZb6o8IR4AW">Bill Ackman Takes Stake In Meta, Flags ‘Significant Upside Potential From AI’</a>

In this photo illustration, an Apple Siri logo is seen displayed on a smartphone with an Apple logo in the background. 

Apple’s Siri Upgrade Potentially Delayed After Testing Issues: Report

According to a report from Bloomberg, Apple was initially planning to include the changes in its upcoming operating system update in March but now plans to roll them out over future versions.

<ul class="summary-bullets"><li>The firm pointed to antitrust concerns over the Netflix deal, while the Paramount deal has a “viable path” to regulatory approval.</li><li>If the WBD board refuses to re-engage with Paramount to maximize shareholder value, Ancora said it would vote against the Netflix deal.</li><li>The firm cited the Ellison Trust's backing as another factor in favor of the Paramount offer.</li></ul>Activist investor Ancora on Wednesday backed Paramount Skydance Corp.’s (PSKY) offer for Warner Bros. Discovery Inc. (WBD), stating that the latter has a “clear path” to securing an even better offer from PSKY.In its presentation, Ancora stated that the Paramount offer for WBD “includes certainty and can be increased,” while it termed the Netflix Inc. (NFLX) deal as “flawed, inferior, and high risk.”“In contrast to Netflix’s highly questionable offer and the Discovery Global spinoff, Paramount Skydance Corporation (“Paramount”) is proposing to give shareholders real financial certainty with $30 per share in cash,” Ancora said in its presentation.<a href="https://stocktwits.com/symbol/PSKY">Paramount Skydance shares</a> were up nearly 0.7% in Wednesday’s pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/WBD">Warner Bros. Discovery shares</a> gained nearly 1%. Retail sentiment on Stocktwits around both companies trended in the ‘bullish’ territory.<a href="https://stocktwits.com/symbol/NFLX">Netflix shares</a> were up 0.6% at the time of writing, with retail sentiment trending in the ‘bearish’ territory on Stocktwits.<h2 class="st-heading-2">Ancora Calls Out WBD For Choosing Netflix</h2>The activist investor said that the WBD board is calling on shareholders to vote for an “uncertain final cash consideration based on an unknown debt allocation and an unknown equity value of the Discovery Global spinoff.”The firm also pointed to antitrust concerns over the Netflix deal, while the Paramount deal has a “viable path to regulatory approval.” Ancora also added that the Paramount offer has the “credible backing of the Ellison Trust.”Paramount stated in its Tuesday announcement that the Ellison family and RedBird Capital Partners will contribute $43.6 billion in cash.If the WBD board refuses to re-engage with Paramount to maximize shareholder value, Ancora said it would vote against the Netflix deal.“Paramount has indicated its willingness to improve its proposal – stating that its offer was not “best and final” – demonstrating that there is a value-maximizing path forward,” Ancora added.<h2 class="st-heading-2">Ancora’s Position In WBD</h2>Ancora also formally announced that it has built a stake worth $200 million in WBD. According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/deals/activist-investor-pushes-warner-to-walk-away-from-netflix-deal-0bbe663e">report</a> by The Wall Street Journal citing people familiar with the matter, Ancora intends to continue buying shares of the company.The report added that if Ancora goes ahead with nominating director candidates, the focus would be on replacing those who have ties to WBD CEO David Zaslav.<h2 class="st-heading-2">Paramount’s Sweetened Offer</h2>This comes after&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/paramount-skydance-enhances-warner-bros-bid/cZbU7mJR4pG">Paramount sweetened</a> its $ 30-per-share all-cash offer for WBD. The company added a “ticking fee”, presenting an incremental cash consideration to WBD shareholders of $0.25 per share.Paramount stated that this is equivalent to approximately $650 million cash value each quarter, for every quarter the transaction is not closed beyond Dec. 31, 2026.The company also said that it will fund the $2.8 billion termination fee that WBD will owe Netflix if it decides not to proceed with the deal and instead accepts Paramount’s offer.<h2 class="st-heading-2">Paramount And Netflix's Offers Compared</h2>Paramount’s offer of $30 in cash for each outstanding share of WBD’s Series A common stock reflects a total equity value of $78 billion and an enterprise value of $108 billion. This includes the net debt and noncontrolling interest components as well.In contrast, Netflix’s offer valued WBD at an equity value of $72 billion and an enterprise value of $82.7 billion, but excluded the spinoff company.<a href="https://stocktwits.com/symbol/PSKY">PSKY stock</a> is down 19% year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/WBD">WBD stock</a> is down 4%, while&nbsp;<a href="https://stocktwits.com/symbol/NFLX">NFLX stock</a> has declined 12%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/qxo-stock-rising-after-agreement-to-acquire-kodiak/cZb6QV0R4qV">QXO Stock Is Soaring Pre-Market Today — What Is Fueling The Surge?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ancora Says WBD Has 'Clear Path' To Securing An Even Better Offer From Paramount, Calls Netflix Bid 'Highly Questionable'

The activist investor said that while Paramount’s offer for WBD “includes certainty,” it termed the Netflix deal as “flawed, inferior, and high risk.”

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