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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing a massive surge following an earnings report that blew past expectations, with the community actively debating whether this signals a genuine turnaround driven by AI and foundry strategy or if the stock is overextended. Traders are reacting to the news with intense bullish sentiment, highlighting a structural breakout, while others are cautioning against the valuation as short-squeeze momentum intensifies.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is experiencing heightened market activity following news that Uber increased its stake in the company and expanded their robotaxi partnership, fueling active community debates over potential short squeeze scenarios versus ongoing concerns regarding cash burn and dilution. Investors are closely monitoring price action as the stock attempts to find a floor amid heavy short interest and speculative betting on a broader recovery.

Skillz, Inc. operates a mobile gaming platform that connects players in competition. It helps developers build franchises by enabling social competition in their games. Skillz hosts casual esports tournaments for mobile players worldwide. The company was founded by Andrew C Paradise and Casey Chafkin in 2012 and is headquartered in Las Vegas, NV.

Skillz Inc - Ordinary Shares - Class A

Skillz Inc

Skillz Inc. is experiencing extreme volatility and heavy community engagement following a court verdict where a jury awarded significant damages against a competitor for deceptive practices. Traders are actively debating the stock's potential for a massive short squeeze due to the company's tight float and the scale of the potential legal windfall, while others express caution regarding the long-term collectability of the settlement and the risk of price manipulation.

ASGN Incorporated engages in the provision of information technology services and solutions. It operates through the Commercial and Federal Government segments. The Commercial segment involves the provision of consulting, creative digital marketing, and permanent placement services. The Federal Government segment provides mission-critical solutions. The company was founded on December 30, 1985 and is headquartered in Glen Allen, VA.

ASGN Inc

ASGN Inc. is trending as investors digest the company's rebranding to Everforth (ticker: EFOR) alongside significant stock price volatility. The community remains deeply divided, with some participants viewing the steep sell-off as an attractive buying opportunity based on profitability, while others express strong skepticism, labeling the price action as manipulative and raising concerns over the company's market position.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

Starknet is gaining momentum as investors focus on its strong developer activity, recent BTCFi integrations, and a roadmap prioritizing privacy and quantum resistance. Community discussions highlight the project's technical moat in ZK-STARK architecture and its growing revenue metrics, which many see as a catalyst for potential long-term growth despite recent supply-related price headwinds.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is seeing significant volatility and high trading volume following earnings, with the community actively debating whether recent progress in solid-state battery manufacturing justifies the momentum or if the price action is driven by a short squeeze. Investors are heavily focused on the company's expansion into non-automotive sectors like AI data centers and defense, while bulls and bears clash over the long-term viability of their production ramp-up versus concerns about historical share dilution.

Organon & Co. is a science based global pharmaceutical company, which develops and delivers innovative health solutions through a portfolio of prescription therapies within women’s health, biosimilars and established brands. The company was founded on March 11, 2020, and is headquartered in Jersey City, NJ.

Organon & Co.

Organon & Co. is currently the subject of intense M&A speculation, with investors reacting to reports of potential binding acquisition offers from Sun Pharmaceutical and other interested parties. The community is actively debating the credibility of these buyout rumors and potential valuation scenarios, while simultaneously monitoring technical flag patterns and the company's significant debt obligations that complicate a prospective deal.

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 rallying on massive volume following confirmation of production orders and a direct business relationship with Marvell, fueling investor excitement about its role in AI infrastructure. The community is actively debating the stock's transition from speculative R&D to a commercial scaling phase, with bullish sentiment driven by the company's patented optical interposer technology and anticipated hyperscaler partnerships.

ASP Isotopes, Inc. is a pre-commercial stage advanced materials company, which engages in the development of technology and processes that will allow for the enrichment of natural isotopes into higher concentration products. Its products include medical, green energy, and Industrial isotopes. The company was founded by Paul E. Mann and Robert Ainscow on September 13, 2021 and is headquartered in Dallas, TX.

ASP Isotopes Inc

ASP Isotopes is trending as investors focus on its potential as a critical player in the nuclear and semiconductor supply chain, particularly amid supply chain constraints and geopolitical tensions affecting helium and isotope markets. The community is actively monitoring for milestone updates regarding commercial production and shipments of Si-28 and other isotopes, often expressing frustration over project timelines while remaining bullish on the firm's long-term strategic value.

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

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending following the announcement of its acquisition of LivePerson, a move investors are evaluating as a strategic effort to consolidate voice and digital messaging capabilities into a unified omnichannel AI platform. While bullish community members highlight the immediate expansion of the enterprise customer base and cross-selling potential, the stock is seeing heightened volatility as traders weigh the integration risks and the impact of the deal on the company's valuation.

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<ul class="summary-bullets"><li>GE Aerospace cut its 2026 departures forecast to flat or low single-digit growth, citing a sharp decline in the Middle East.</li><li>Culp said service revenue typically lags changes in flight activity by several quarters, before rebounding with stronger growth.&nbsp;</li><li>The company reported a first-quarter revenue of $12.4 billion, a 25% year-on-year increase.&nbsp;</li></ul>GE Aerospace (GE) stock&nbsp;climbed more than 1% overnight on Tuesday,&nbsp;following a finish in the red during the regular session, even as Chairman and CEO&nbsp;Larry Culp signaled a more cautious outlook, noting that while global flight activity continues to grow modestly, regional disruptions are creating headwinds for the aviation sector.Air travel demand is showing uneven recovery patterns in 2026, as geopolitical tensions in the Middle East,&nbsp;driven by U.S.-Israeli attacks on Iran, weigh on certain regions and prompt companies to revise expectations.&nbsp;<h2 class="st-heading-2">GE CEO Lays Out Revised Outlook</h2>Speaking on the first-quarter (Q1) earnings call on Tuesday, Culp said worldwide departures rose slightly in Q1, but activity in the Middle East dropped sharply into the high single digits, reflecting ongoing instability in the region. He now anticipates the disruption will persist into the summer, prompting a reassessment of earlier projections.<blockquote>“As a result, we're reducing our full-year departures outlook from mid-single-digit growth to flat, to low single-digit growth. This includes a low double-digit decline in the Middle East for the year, with modest reductions to other regions.”-Larry Culp, Chairman and CEO, GE Aerospace</blockquote>On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/GE">GE Aerospace stock</a> remained in ‘extremely bullish’ territory while message volume surged 1,300% in 24 hours.&nbsp;<h2 class="st-heading-2">GE Faces Regional Pressures</h2>The Middle East accounts for about 5% of the company’s total departures, but&nbsp;recent volatility sparked by the U.S.-Iran conflict&nbsp;is influencing broader performance expectations. However, the company noted that since early March, orders for spare parts have climbed more than 30% year-on-year and have remained steady compared with the first two months of the quarter. Despite revenue increasing by over 25% across the past five quarters, demand still outpaces available supply.&nbsp;“As a result, spare parts delinquency, which represents shipments that have been delayed due to material availability constraints, is up roughly 70% since the end of '24. Given the sustained demand environment and our existing delinquency, we're entering the second quarter with more than 95% of spare parts revenue already in backlog,” added Culp.&nbsp;Drawing from patterns observed during the 2008 financial downturn, Culp indicated that changes in flight activity typically take time to affect maintenance and service revenues. He explained that service demand often lags shifts in air traffic by several quarters, followed by a rebound period marked by stronger-than-average growth.GE Aerospace’s Q1&nbsp;revenue increased 25% year-on-year to $12.4 billion with an adjusted earnings per share of $1.86, both surpassing analysts’ consensus estimates of $10.71 billion and $1.60, according to Fiscal.ai data.&nbsp;<h2 class="st-heading-2">What Are Retail Traders Saying?&nbsp;</h2>A bullish Stocktwits user said, “boring boomer companies make the most money with the least risk - GE is one of those.”<stembedurl>https://stocktwits.com/doctorwho/message/650945074</stembedurl>Another user remarked, “A gift to add more to my long term holdings.”<stembedurl>https://stocktwits.com/Richk515/message/650942333</stembedurl>GE stock has declined by over 6% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tmus-stock-gives-up-gains-to-close-lower-after-report-of-potential-historic-tie-up-with-parent/cZBIuSwRI6l">TMUS Stock Gives Up Gains To Close Lower After Report of Potential Historic Tie-Up With Parent Deutsche Telekom</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

GE Aerospace logo is seen during defense industry exhibition in Kielce, Poland on September 3, 2024. 

GE Stock Rises Overnight Even As CEO Larry Culp Cuts Growth Forecast, Warns Of Supply Chain Strain From Iran Disruption

GE Stock - During Tuesday’s first-quarter earnings call, Culp noted that global departures edged higher overall, while the Middle East experienced a decline. 

Equity

During Tuesday’s first-quarter earnings call, Culp noted that global departures edged higher overall, while the Middle East experienced a decline. 


Should You Invest in the State Street Industrial Select Sector SPDR ETF (XLI)?

<ul class="summary-bullets"><li>The&nbsp;airline&nbsp;company has&nbsp;been pressured by rising fuel costs&nbsp;since the start of the&nbsp;U.S.&nbsp;and Israel's war with Iran.</li><li>Scott Kirby said United Airlines is succeeding in navigating higher fuel prices.&nbsp;</li><li>Kirby said the airline has cut a point of capacity reductions for the months of June and May and plans to extend it as well.&nbsp;</li></ul>Shares of United Airlines (UAL) rose on Tuesday after its chief executive officer&nbsp;made optimistic remarks&nbsp;about the airline's revenue growth during a JPMorgan Industrials Conference.&nbsp;Shares of UAL jumped 4.5% at the time of writing.&nbsp;<h2 class="st-heading-2">Strong Revenue For UAL&nbsp;</h2>“The revenue environment is really strong. By the way, we have a goal this year to fully offset the increase in fuel prices, which is about $4.6 billion at the moment for revenue to fully offset,” Scott Kirby, CEO of United Airlines said in the conference.&nbsp;The&nbsp;airline&nbsp;company has&nbsp;been pressured by rising fuel costs&nbsp;since the start of the&nbsp;U.S.&nbsp;and Israel's war with Iran that&nbsp;has led to an increase in crude oil prices across the globe. Iran has effectively blocked the critical oil supply route of&nbsp;the Strait of Hormuz.&nbsp;Kirby also said that the airline has about a $400 million headwind in the quarter related to higher fuel prices. “That's consistent with what you've heard from our peers. So it shouldn't be a big surprise. And we're having a lot of success passing through price,” he added.&nbsp;<h2 class="st-heading-2">Cut Capacity</h2>Kirby said the airline has cut a point of capacity reductions for the months of&nbsp;May and&nbsp;June, and plans to extend it&nbsp;“I'd much rather and proactively at the near term, at least, mostly means cutting capacity and eliminating marginal flying. I'd much rather make the mistake of leaving a couple of months worth of demand on the table, because we cut more, and then you can get it back, as opposed to making the mistake of oil prices stay higher and longer and you're flying flights that lose cash. So we already last Friday loaded about a point of capacity reductions for May and June,” Kirby said.&nbsp;<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around UAL trended in ‘Neutral’ territory amid ‘normal’ message volume.&nbsp;UAL&nbsp;shares have fallen 17% in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Hollywood Burbank Airport air traffic control tower stands (R) beyond a parked United Airlines plane on October 6, 2025 in Burbank, California. 

UAL Stock Rises After CEO Scott Kirby Reaffirms Strong Revenue Despite Fuel Price Surge

United Airlines’ CEO said that the airline has about a $400 million headwind in the quarter related to higher fuel prices.

South Korea's $350B U.S. Investment Pledge: ETFs That Could Gain

South Korea's $350B U.S. investment pledge could lift the country's export momentum while boosting key U.S. sectors. Here are some ETFs that may benefit.

<ul class="summary-bullets"><li>On Thursday, ARK bought a total of 94,034 shares of Joby Aviation, with 60,829 shares purchased by its ARKQ ETF and 33,205 shares purchased by its ARKX ETF.</li><li>Wood’s Ark Investment on Wednesday bought 201,850 shares of Joby and on Tuesday purchased around 539,131 shares of the electric air taxi maker.</li><li>On Wednesday, Joby and Uber announced that Uber Air would give riders a first look at booking a Joby Aviation all-electric air taxi directly in the Uber app.</li></ul>Joby Aviation stock jumped nearly 2% in overnight trading on Friday after Cathie Wood’s Ark Investment Management, in its third straight buying session, snapped up over 94,000 shares of the electric air taxi firm on Thursday.The stock has, however, declined 4.5% so far this week, compared to the 2% gain in the prior period, when the company topped fourth-quarter results on the back of ramping up production and the first FAA-conforming aircraft being ready to fly.<h2 class="st-heading-2">Cathie Wood’s JOBY Buying Streak</h2>On Thursday, ARK bought a total of 94,034 shares of Joby Aviation, with 60,829 shares purchased by its ARKQ ETF and 33,205 shares purchased by its ARKX ETF, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ArkkDaily/status/2029724967936426230?s=20">Ark Invest Tracker</a> on X.&nbsp;As per Joby Aviation's last closing price of $9.61, Wood invested $906,666 in the company. Wood’s Ark Investment on Wednesday<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ArkkDaily/status/2029367393407938865?s=20">&nbsp;bought</a> 201,850 shares of Joby and on Tuesday purchased around 539,131 shares of the electric air taxi maker.Wood’s Ark has bought over 835,000 shares of Joby in total this week, at a value of $8.02 million as of the last close price.<h2 class="st-heading-2">JOBY’s Strong Results: The Driver?</h2>Last week, CEO JoeBen Bevirt said that the first FAA-conforming aircraft was ready to fly, and Joby has all of the aircraft it intends to use for Type Inspection Authorization (TIA) testing in production.He added that the company was seeing “unprecedented demand” for what it was building. On Wednesday, Joby and Uber announced that Uber Air would give riders a first look at how they can book a Joby Aviation all-electric air taxi directly in the Uber app. Joby said it expects to carry its first passengers in Dubai later this year.<h2 class="st-heading-2">How Are Retail Users Reacting?</h2>Retail sentiment on Joby Aviation has dipped to ‘bearish’ from ‘bullish’ a week ago, with message volumes at ‘low’ levels, according to data from Stocktwits.“Ark also bought EDIT, CRSP, NTLA, BEAM, DNA PACB, and many other gene editing stocks as they were skyrocketing in 2020 and 2021. Investing in potential game-changing speculative companies and industries is what they do, it by no means guarantees each company will be successful. If one hits big (say $JOBY does), Ark does well,” a bullish user on Stocktwits <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/NinjaXLightning/message/646763168">said</a>.<stembedurl>https://www.stocktwits.com/NinjaXLightning/message/646763168</stembedurl><a href="https://stocktwits.com/symbol/JOBY">Shares of Joby Aviation</a> have gained nearly 42% 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/jd-com-stock-jumps-after-hours-retail-traders-turned-extremely-bullish-despite-weak-earnings/cZdhY6vRIEQ">JD.com Stock Jumps After Hours: Why Retail Traders Turned ‘Extremely Bullish’ Despite Weak Earnings</a>

SK Telecom is presenting the SK Telecom air taxi, developed by the American company Joby Aviation, at the Mobile World Congress in Hospitalet de Llobregat, Barcelona, Spain, on February 26, 2024.

JOBY Stock Heads For Weekly Loss: Cathie Wood Scoops Up 835K Shares In 3-Day Buying Spree

A better-than-expected quarterly result and confirmation that the first FAA-conforming aircraft was ready to fly have boosted some investor optimism on Joby.

Best-Performing Leveraged ETF Areas of February 

AI fears, geopolitical tensions and strong earnings shaped February markets.

<ul class="summary-bullets"><li>Tariff-related costs compressed gross margins and clouded the company’s 2026 outlook.</li><li>CFO Alex Bradley said that, due to rising tariff costs, products made in India are likely to be sold domestically rather than shipped to other&nbsp;markets.</li><li>CEO Mark Widmar said that headwinds beyond reciprocal tariffs and commodity cost increases continue to build for the crystalline silicon industry.&nbsp;</li></ul>First Solar stock fell over 15% in premarket trading on Wednesday, as the company’s profit remains under pressure from high tariff-related costs that have dented its growth and led to a fourth-quarter profit miss.The company’s stock is set to snap a three-day gaining streak if momentum holds into trading hours. Shares of First Solar have declined nearly 7% so far this year majorly due to concerns regarding the impact on First Solar from Tesla’s plans to scale solar given its cost advantage and pricing power.<h2 class="st-heading-2">First Solar’s Tariff Impact</h2>CFO Alex Bradley said that for the&nbsp;full-year 2025, gross margin was 41%, a decrease from 44% in the prior year. “The decline was primarily driven by tariff costs, as well as the impact of tariffs exacerbating warehousing expense associated with a back-weighted revenue profile, detention and demurrage,” Bradley.He noted that this was partially driven by supply-demand imbalances following certain contract terminations due to customer default, and underutilization from the curtailment of the company’s Series 6 international facilities.CEO Mark Widmar said that headwinds beyond reciprocal tariffs and commodity cost increases continue to build for the crystalline silicon industry. He added that a combination of tighter trade enforcement, potential retroactive tariffs, and greater intellectual property enforcement is increasing cost, timing, and compliance risks for developers relying on crystalline silicon products with ties to China.Bradley said that due to the tariff uncertainty, Indian productions are assumed to be sold into the Indian domestic market. “We'll continue to monitor opportunities to export products into the U.S., where it is margin accretive to do so,” he said.The company said that tariffs also indirectly lead to underlying commodity cost pressure on its variable U.S. bill of materials, including aluminum, steel, glass, interlayer targets, and spares.&nbsp;<h2 class="st-heading-2">What Is Retail Thinking?</h2>Retail sentiment on First Solar jumped to ‘extremely bullish’ from ‘bullish’ a day ago, with message volumes at ‘extremely high’ levels, according to data from Stocktwits.A user on Stocktwits <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Turre/message/645810754">said</a> that they were disappointed in the company’s 2026 guidance.<stembedurl>https://www.stocktwits.com/Turre/message/645810754</stembedurl>A bullish user on Stocktwits <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Chipwars/message/645787403">said</a> that once Trump is gone, the stock is likely to soar and added that “hang in there.”<stembedurl>https://www.stocktwits.com/Chipwars/message/645787403</stembedurl><a href="https://stocktwits.com/symbol/FSLR">Shares of First Solar</a> jumped more than 55% 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/joby-stock-gains-ahead-of-earnings-investors-eye-evtol-progress-government-contracts/cZRUUz5R46S">Joby Stock Gains Ahead Of Earnings, Investors Eye eVTOL Progress And Government Contracts</a>

In this photo illustration, a person holds a smartphone displaying the logo of First Solar Inc.

Why Is First Solar Stock Falling Premarket Today?

First Solar’s full-year revenue came below Wall Street expectations and a quarterly profit miss has raised investor concerns regarding cost pressure due to tariffs.

ETFs to Gain as Japan Pledges to Invest $36B in U.S. Projects

Japan's $36B U.S. investment targets energy, exports and minerals. ETFs like XLE could ride the industrial boost from this landmark pledge.

A Vietnam Airlines plane lands as a Swiss Air plane is taxiing to takeoff at San Francisco International Airport (SFO) in San Francisco, California, United States on July 24, 2025. 

Boeing’s Turnaround Gains Steam With Big Vietnam Orders

Fresh aircraft deals tied to U.S.-Vietnam trade talks are adding fuel to Boeing’s recovery story under CEO Kelly Ortberg.

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