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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 trending as an "oil play" caught in a significant short squeeze, with community discussion highlighting its resilience and upward momentum despite a recent private placement and a very high cost to borrow shares amidst broader energy sector tailwinds.

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 gaining significant attention as NVIDIA's increased focus on photonics validates the sector, with community excitement amplified by its collaboration with Quantum Computing Inc. on 3.2Tbps optical engines. Management's recent update detailing a strong revenue ramp and engagement with even bigger partners further fuels optimism about its essential technology for scaling AI data center solutions.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is dominating trending discussions amid speculation of impending positive Phase 3 REGAL trial results and a potential acquisition, fueling a strong short squeeze narrative. The stock's robust performance, hitting new 52-week highs in a challenging market, indicates significant institutional accumulation and growing conviction in its non-toxic cancer treatments.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Heightened geopolitical tensions, particularly surrounding drone warfare, are driving significant investor speculation around Red Cat Holdings as a key defense technology play. The community is actively discussing the company's potential for substantial government contracts from the Drone Dominance Program and its advanced drone systems, even amid concerns about market volatility and potential stock offerings.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending following a strong Q4 revenue beat and robust future guidance outlining substantial revenue growth by 2027, fueling bullish sentiment around its fully funded constellation deployment and upcoming satellite launches. The community is actively discussing the company's significant progress and market strength, challenging skeptics amid news of further announcements expected this week.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in November 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB saw a sharp drop following its Q4 earnings, where strong results were overshadowed by cautious forward guidance, sparking a heated debate among investors; some view the current rebound as a prime buying opportunity given its AI relevance, while others see it as a temporary "dead cat bounce" amidst broader software sector concerns.

Foley Trasimene Acquisition Corp. II operates as a blank check company. The firm is formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was founded by William Patrick Foley II on July 15, 2020 and is headquartered in Las Vegas, NV.

Paysafe Limited

Paysafe Ltd

Paysafe (PSFE) is trending following its Q4 earnings report, which surpassed adjusted EPS expectations and provided broadly aligned 2026 guidance, igniting fierce debate among investors who point to the company's persistent debt and historical underperformance against those highlighting its undervaluation and potential for a strategic turnaround.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is experiencing a notable V-shaped rebound, with community discussion highlighting perceived market manipulation and the consistent rewarding of dip buyers, fueled by news of US efforts to secure oil flows through the Strait of Hormuz amidst escalating geopolitical tensions.

Target Corp. engages in the operation and ownership of general merchandise stores. It offers food and general merchandise, clothing and household goods, electronics, and toys. Its brands include A New Day, All in Motion, Art Class, Auden, AVA & VIV, Boots and Barkley, Brightroom, Bullseye's Playground, Casaluna, Cat & Jack, Cloud Island, Colsie, dealworthy, Embark, Everspring, Favorite Day, Figmint, Future Collective, Gigglescape, Good & Gather, Goodfellow & Co, Hearth & Hand with Magnolia, Heyday, Hyde & EEK! Boutique, JoyLab, Kindfull, Kona Sol, Made By Design, Market Pantry, Mondo Llama, More Than Magic, Opalhouse, Open Story, Original Use, Pillowfort, Project 62, Room Essentials, Shade & Shore, Smartly, Smith & Hawken, Sonia Kashuk, Spritz, Sun Squad, Threshold, Universal Thread, up&up, Wild Fable, Wondershop, Xhilaration, California Roots, Casa Cantina, The Collection, Headliner, Jingle & Mingle, Rosé Bae, Photograph, SunPop, and Wine Cube. The company was founded by George Draper Dayton in 1902 and is headquartered in Minneapolis, MN.

Target Corp

Target is trending as investors rally around its stronger-than-anticipated earnings and an upbeat forecast for returning to sales growth, with widespread discussion focusing on the new CEO's strategic investments in stores and digital initiatives to fuel this turnaround.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is trending as investors celebrate a new significant contract with L3Harris to build spacecraft platforms for missile tracking, bolstering its role in space defense. This news arrives amidst ongoing community speculation and anticipation regarding the impending Lunar Terrain Vehicle (LTV) contract award from NASA, with many viewing a recent stock dilution as a strategic move to fund future growth in an expanding space sector.

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<ul class="summary-bullets"><li>The MacBook Air now starts with 512GB of storage and is upgradeable to 4TB.</li><li>The Air M5 integrates a 10-core CPU and GPU with Neural Accelerators, delivering up to four times faster AI performance.</li><li>The MacBook Pro’s M5 Pro and M5 Max chips, built on Apple’s Fusion Architecture, offer up to 30% faster CPU performance.</li></ul>Apple Inc. (AAPL) on Tuesday launched its latest lineup of MacBooks, including the 13- and 15-inch MacBook Air powered by the M5 chip, alongside the 14- and 16-inch MacBook Pro with M5 Pro and M5 Max.&nbsp;The tech giant has also increased the prices. The MacBook Air range now starts at $1,099, up from $999, while the MacBook Pro begins at $2,199, up from $1,999.<h2 class="st-heading-2">Performance Upgrades</h2>The MacBook Air now starts with 512GB of storage and is upgradeable to 4TB, featuring faster SSD speeds and the Apple-designed N1 wireless chip for Wi-Fi 7 and Bluetooth 6. The 14- and 16-inch MacBook Pro begin at 1TB and 2TB, respectively, and include similar wireless upgrades along with Thunderbolt 5 and MagSafe charging.The Air M5 integrates a 10-core CPU and GPU with Neural Accelerators, delivering up to four times faster AI performance than the previous M4, supporting workflows like video editing and AI model training.&nbsp;The MacBook Pro’s M5 Pro and M5 Max chips, built on Apple’s Fusion Architecture, combine two dies in a single chip, offering up to 30% faster CPU performance, up to 128GB of unified memory, and up to 614GB/s memory bandwidth for demanding AI and graphics tasks.<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> traded 0.8% lower on Tuesday morning.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">AI And Creative Enhancements</h2>Neural Accelerators in the GPUs boost AI-based tasks, including LLM prompt processing, 3D rendering, and AI video enhancement. Both Air and Pro models support fast read/write speeds up to 14.5GB/s.Both devices offer Liquid Retina displays, 12MP Center Stage cameras, Spatial Audio, and long battery life (Air up to 18 hours, Pro up to 24 hours). The Air comes in sky blue, starlight, midnight, and silver, while the Pro is offered in space black and silver.AAPL stock has gained over 10% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rosenblatt-says-us-iran-war-likely-to-highlight-palantir-s-strength/cZdeKfGRIPQ">Rosenblatt Says US-Iran War ‘Likely To Highlight’ Palantir’s Strength</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A MacBook Pro is displayed inside of the Apple Carnegie Library store on May 30, 2025 in Washington, DC.

Apple Increases Prices Of Its New MacBook Air And Pro Models – Everything To Know About Its Latest Lineup

The MacBook Air range starts at $1,099, while the MacBook Pro begins at $2,199.

Equity

The MacBook Air range starts at $1,099, while the MacBook Pro begins at $2,199.


<ul class="summary-bullets"><li>Munster also noted that the average selling price (ASP) of iPhone 17e would be about 27% lower compared to the overall iPhone’s ASP, "so the impact to sales will trail impact to units."</li><li>About Apple’s new iPad Air featuring M4 and higher memory at the same $599 entry price, Munster said it doesn't move the needle, given the iPad only accounts for about 7% of Apple’s revenue.&nbsp;</li><li>He added that he would be looking out for the lower-priced MacBook.</li></ul>Apple Inc.’s latest iPhone 17e, open for pre-order on March 4 and expected in stores on March 11, will boost phone sales by around 2%, said Deepwater Management founder Gene Munster.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2028485678904877343">post</a> on X on Monday, Munster noted the improved storage and advanced chip capabilities on the latest release compared to Apple’s (AAPL) earlier iPhone 16e‌ but said the similar starting price would draw in more price-conscious customers to the new version.“$AAPL announces (as expected) iPhone 17e. Same $599 starting price as the 16e, but with 256GB of storage vs. 128GB on the 16e and better chip,” Munster said.<h2 class="st-heading-2">The Rationale</h2>Munster explained that he estimates the "e" iPhone models to account for about 20% of total units sold in March and June, subsequently declining to 15% of total units.If the latest <a href="https://stocktwits.com/news-articles/markets/equity/apple-launches-i-phone-17e-with-a19-chip-advanced-camera/cZd3BiGRI25">iPhone 17e</a> were to increase growth by 15% for a few upcoming quarters, and then normalize, it would boost overall units by 3% for the quarters, and then 1.5% for the next year. &nbsp;Munster also noted that the average selling price (ASP) of iPhone 17e would be about 27% lower compared to the overall iPhone’s ASP, "so the impact to sales will trail impact to units."<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_02_at_11_41_35_PM_png_cc8629103a.webp" alt="Screenshot 2026-03-02 at 11.41.35 PM.png" width="1195" height="914"></figure>&nbsp;About Apple’s new iPad Air featuring M4 and higher memory at the same $599 entry price, Munster <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2028488709855748236">said</a> it “doesn't move the needle,” given the iPad only accounts for about 7% of Apple’s revenue. “The Air accounts for about half of that, or 3.5% of sales. A modest short-term bump is largely irrelevant,” he added.“I'm looking out for that lower priced Mac,” he said in a separate X <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2028489283531624769">post</a>.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AAPL">AAPL shares</a> was in the ‘bearish’ territory over the past 24 hours amid ‘low’ message volumes at the time of writing.Shares of AAPL have gained more than 11% in the past year.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/broadcom-price-target-lowered-amid-anthropic-demand-uncertainty/cZd3XRbRI2e">Broadcom Price Target Lowered Amid Anthropic Demand Uncertainty</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Customers try out iPhone 17 Pro smartphones inside the Apple Store at Sanlitun Taikoo Li on November 8, 2025, in Beijing, China. 

Apple’s New iPhone 17e To Boost Sales From Price-Focused Buyers, Says Gene Munster

In a post on X, Munster noted the improved storage and advanced chip capabilities on iPhone 17e compared to iPhone 16e‌, but said the similar starting price would draw in more price-conscious customers to the new version.

<ul class="summary-bullets"><li>The iPhone 17e features Apple’s A19 chip and C1X modem for faster processing and better battery life.</li><li>The iPhone model features a 6-core CPU and 4-core GPU with Neural Accelerators, enabling console-quality gaming.</li><li>iPhone 17e comes with storage options of 256GB and 512GB, starting at $599.</li></ul>Apple Inc. (AAPL) on Monday unveiled its latest addition to the iPhone lineup, the iPhone 17e, a more affordable model that includes a combination of performance and advanced features.&nbsp;The latest iPhone will be open for pre-order on March 4 and arrive in stores on March 11. The iPhone 17e features Apple’s A19 chip and C1X modem for faster processing, improved connectivity, and better battery efficiency. It is a refreshed version of the ‌iPhone 16e‌ that came out in February 2025.&nbsp;<h2 class="st-heading-2">Design And Performance</h2>The new model comes with a 48MP Fusion camera, optical-quality 2x Telephoto, and 4K Dolby Vision video. The device also supports Apple’s satellite features, including Emergency SOS, Roadside Assistance, Messages, and Find My, allowing users to stay connected even when outside cellular or Wi-Fi coverage.The iPhone 17e sports a 6.1-inch Super Retina XDR display with Ceramic Shield 2, providing three times better scratch resistance and reduced glare compared to previous models. Powered by the A19 chip built on 3-nanometer technology, the iPhone model features a 6-core CPU and 4-core GPU with Neural Accelerators, enabling console-quality gaming and AI processing.&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> inched over 0.8% lower in Monday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">Storage Options And Price&nbsp;</h2>Available in black, white, and soft pink, storage options include 256GB and 512GB, starting at $599. Apple will hold a “special Apple Experience” on March 4 across New York, London, and Shanghai, kicking off a busy lineup of product launches this year.Apple is expected to release several new products this year, including a new budget MacBook powered by the A18 chip, a MacBook Pro with M5 Pro and M5 Max chips, and updated versions of the Studio Display, Apple TV, and HomePod.AAPL stock has gained over 10% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-is-backing-optical-tech-in-next-ai-push-invests-4-billion-in-lumentum-and-coherent/cZd3ewRRI2b">Nvidia Is Backing Optical Tech In Next AI Push – Invests $4 Billion In Lumentum And Coherent</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An iPhone 17 Pro Max is displayed in Athens, Greece, on February 14, 2026.

Apple Launches iPhone 17e With A19 Chip, Advanced Camera 

The latest iPhone will be open for pre-order on March 4 and arrive in stores on March 11. 

<ul class="summary-bullets"><li>Huang also announced that the company recently entered into a non-exclusive licensing agreement with xAI’s Grok for its low latency inference technology.</li><li>Addressing an investor question, Huang said that computing had changed, and agentic AI has started to become profitable.</li><li>Nvidia reported Q4 2026 revenue of $68.1 billion, up 73% from the same period last year, and much above analyst expectations of $66.12 billion.</li></ul>Nvidia Corp. (NVDA) CEO Jensen Huang said on Wednesday that the semiconductor company is close to a partnership deal with OpenAI.Speaking to investors on a call after posting upbeat fourth-quarter (Q4) results, Huang said, “We continue to work with OpenAI toward a partnership agreement and believe we are close. We are thrilled with our ongoing partnership with OpenAI, a once-in-a-generation company.”“Demand is skyrocketing and the ChatGPT moment of agentic AI has arrived,” Huang said.Huang also announced that the company recently entered into a non-exclusive licensing agreement with xAI’s Grok for its low-latency inference technology, adding that more details would be shared at NVIDIA GTC 2026, scheduled in March.<h2 class="st-heading-2">Other Partnerships</h2>Talking about OpenAI, Huang said that Nvidia’s ability to run the AI company’s large collection of open models makes its platform “super fungible, super easy to use, and really safe to invest into.”Huang also highlighted that the company is working closely with other OpenAI's competitors, including Anthropic's Claude, Google's Gemini, and Elon Musk's xAI Grok.“With partnerships spanning Anthropic, Meta, OpenAI and XAI, Nvidia has deployed across every cloud and with our ability to build full-stack AI infrastructure from the ground up or support them in the cloud. We're uniquely positioned to partner with Frontier model builders at every stage,” Huang said.<h2 class="st-heading-2">The Future</h2>Addressing an investor question, Huang said that computing has changed, and agentic AI has started to become profitable. “In this new world of AI, compute is revenue. Without compute, there’s no way to generate tokens. Without tokens, there’s no way to grow revenues,” Huang said. “We’ve reached the inflection point, and we’re generating profitable tokens that are productive for customers and profitable for the cloud service providers”Huang also addressed a question on space data centers, adding that while the economics are poor at the moment, they would improve over time. “Nvidia is already the world's first GPU in space,” he said, adding that imaging is one of the best use cases of GPUs in space.<h2 class="st-heading-2">Earnings Snapshot</h2>Nvidia <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-q4-2026-earnings-smash-estimates-as-ai-demand-drives-optimistic-outlook/cZRyKrSRIGs">reported</a> Q4 2026 revenue of $68.1 billion, up 73% from the same period last year, and much above analyst expectations of $66.12 billion.Most notably, revenue from the company’s data center division surged 75% year-on-year to $62.3 billion, amid accelerated computing and AI demand. On the earnings call, the company said that $51 billion of the data center revenues would come from compute revenue and $11 billion from networking products.Nvidia’s outlook for the upcoming quarter also topped Wall Street projections, with the company forecasting revenues of $78 billion, plus or minus 2%, against a consensus of $71.64 billion.<a href="https://stocktwits.com/symbol/NVDA">Shares of NVDA</a> were up 0.09% at the time of writing, having pared earlier gains following its earnings release.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia CEO Jensen Huang addresses participants at CES 2025 in Las Vegas, Nevada, on January 6, 2025. (Photo by Artur Widak/NurPhoto via Getty Images)

Jensen Huang Says Nvidia Nearing Partnership With OpenAI; Touts Agentic AI Profitability

Nvidia CEO Jensen Guang said the company is working with OpenAI towards a partnership agreement and is close to a deal. 

<ul class="summary-bullets"><li>The company posted Q4 revenue of $68.1 billion, up 73% from the same period last year, and much above analyst expectations.</li><li>Revenue from Nvidia’s data center division surged 75% year-on-year to $62.3 billion, amid accelerated computing and AI demand.&nbsp;</li><li>The semiconductor manufacturer said that it will pay its next quarterly cash dividend of $0.01 per share on April 1 to all shareholders of record on March 11.</li></ul>Shares of Nvidia Corp. (NVDA) surged more than 3% in after-hours trading on Wednesday after the company delivered blockbuster results and an upbeat guidance that helped soothe investor concerns over valuations of artificial intelligence stocks. &nbsp;The world’s most valuable technology company reported fourth-quarter (Q4) 2026 revenue of $68.1 billion, up 73% from the same period last year, and much above analyst expectations of $66.12 billion, according to data from Fiscal.ai.Nvidia’s outlook for the upcoming quarter also topped Wall Street projections, with the company forecasting revenues of $78 billion, plus or minus 2%, against a consensus of $71.64 billion.Meanwhile, the company posted Q4 earnings per share of $1.62, soaring over street expectations of $1.54.<h2 class="st-heading-2">Strong AI Demand</h2>Most notably, revenue from Nvidia’s data center division surged 75% year-on-year to $62.3 billion, amid accelerated computing and AI demand. For the full year, revenue from the segment rose 68% to $193.7 billion.For the quarter, the company’s gross margin came in at 75.2%, while full-year gross margin was 71.3%. For the upcoming quarter, Nvidia expects a gross margin of 75%, plus or minus 50 basis points, inclusive of a 0.1% impact from stock-based compensation expense.“Computing demand is growing exponentially — the agentic AI inflection point has arrived. Grace Blackwell with NVLink is the king of inference today — delivering an order-of-magnitude lower cost per token — and Vera Rubin will extend that leadership even further,” said Jensen Huang, founder and CEO of Nvidia.“Enterprise adoption of agents is skyrocketing. Our customers are racing to invest in AI compute — the factories powering the AI industrial revolution and their future growth,” he added.<h2 class="st-heading-2">Share Repurchase And Cash Dividends</h2>The company said that in fiscal 2026, Nvidia returned $41.1 billion to shareholders in the form of shares repurchased and cash dividends. As of the end of Q4, the company said it had $58.5 billion remaining under its share repurchase authorization.The semiconductor manufacturer said that it will pay its next quarterly cash dividend of $0.01 per share on April 1 to all shareholders of record on March 11.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> soared to ‘extremely bullish’ from ‘bearish’ territory over the past 24 hours. Meanwhile, message volumes increased to ‘extremely high’ from ‘high’ levels.One user said that anyone who was short on the company’s shares should get out now, adding that NVDA stock should be in every portfolio.<stembedurl>https://stocktwits.com/miniatus/message/645911104</stembedurl>&nbsp;Another bullish user said the stock would go ‘to the moon.’<stembedurl>https://stocktwits.com/Ballerdad1/message/645911115</stembedurl>&nbsp;Shares of NVDA have gained more than 54% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-is-massively-underestimated-says-dan-ives-ahead-of-q4-earnings/cZRyQOqRIGV">Nvidia Is ‘Massively Underestimated,’ Says Dan Ives, Ahead Of Q4 Earnings</a>

The NVIDIA logo is displayed on a mobile phone screen. (Photo by Jonathan Raa/NurPhoto via Getty Images)

Nvidia Shares Rise After-Hours Amid Blowout Q4 Earnings Even As AI Demand Drives Optimistic Forecast

Nvidia’s outlook for the upcoming quarter topped Wall Street projections, with the company forecasting revenues of $78 billion, plus or minus 2%, against a consensus of $71.64 billion. 

<ul class="summary-bullets"><li>Net sales for the fourth quarter were $1.7 billion, a 12.6% rise from the prior year’s same quarter.</li><li>The sales increase was primarily driven by an increase in the volume of modules sold in the fourth quarter.</li><li>FirstSolar said it expects FY 2026 net sales to be in the range of $4.9 billion to $5.2 billion. Wall Street expects the company's FY 2026 revenue to be $6.1 billion, as per data from fiscal.ai.&nbsp; &nbsp;</li></ul>Shares of FirstSolar (<a href="https://stocktwits.com/symbol/FSLR">FSLR</a>) plummeted more than 12% in extended hours of trading on Tuesday as it posted lower than expected fourth quarter profit.&nbsp;The company reported fourth quarter net income per diluted share of $4.84, which was well below analysts’ estimates of $5.24 per share, according to data from fiscal.ai.Net sales for the fourth quarter were $1.7 billion, a 12.6% rise from the prior year’s same quarter. The increase was primarily driven by an increase in the volume of modules sold in the fourth quarter.“Our growth journey continued into 2025, with the commissioning of our new Louisiana factory and our decision to establish a new facility in South Carolina,” said CEO Mark Widmar.Cash, cash equivalents, restricted cash, restricted cash equivalents, and marketable securities, less debt at the end of the fourth quarter increased to $2.4 billion from $1.5 billion at the end of the prior quarter.<h2 class="st-heading-2">Outlook</h2>FirstSolar said it expects FY 2026 net sales to be in the range of $4.9 billion to $5.2 billion. Wall Street expects the company's FY 2026 revenue to be $6.1 billion, as per data from&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">fiscal.ai</a>.&nbsp;The company expects FY 2026 adjusted core profit&nbsp; to be in the range of $2.6 billion to $2.8 billion and operating expenses in the range of $610 million to $635 million.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around FSLR trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One user said that the company's big capex forecast is not good for stockholders.&nbsp;<stembedurl>https://stocktwits.com/irishstu/message/645776872</stembedurl>Shares in the company have risen 38.5% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Shares of FirstSolar plummeted more than 12% in extended hours of trading on Tuesday

FirstSolar Stock Plunges 12% — Why Such A Selloff?

The company reported fourth quarter net income per diluted share of $4.84, which was well below analysts’ estimates of $5.24 per share, according to data from fiscal.ai.

<ul class="summary-bullets"><li>The regulator declined to share correspondence between staffers.</li><li>Since October, SEC has investigated allegations that AppLovin has been promoting more targeted advertising to consumers, which has allegedly violated platform partners’ service agreements.</li><li>Convequity in a social media post said there is potential that Applovin stock may drop further and people can wait to invest in the stock at a lower point.</li></ul>Applovin is still reportedly facing a probe from the Securities and Exchange Commission that started in October last year.&nbsp;The regulator stated to Bloomberg News that an “investigation involving AppLovin is still active and ongoing” and the release of any records could interfere with the enforcement proceedings. The SEC didn’t specify the subject or scope of the investigation in its response.The regulator declined to share correspondence between staffers referencing AppLovin because it might “cause harm to the ongoing and active enforcement investigation,” the agency said in a letter to Bloomberg News.&nbsp;At the time of writing, stock was up 4.4%.&nbsp;<h2 class="st-heading-2">SEC Probe</h2>Bloomberg News in October had reported that the SEC has investigated allegations that AppLovin has been promoting more targeted advertising to consumers, which has allegedly violated platform partners’ service agreements.As per the report, SEC was responding to a complaint filed by a whistleblower and multiple short-seller reports published in the past several months.&nbsp;Applovin at the time denied the allegations.&nbsp;<h2 class="st-heading-2">Convequity’s Take On Stock</h2>Convequity in a social media post <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/convequity/status/2024751127796093108?s=12&amp;t=rE034wM2CieAAyfpGyuMWQ">said</a> there is potential that Applovin stock may drop further and people can wait to invest in the stock at a lower point.“Investing in $APP means you are investing in a company before crush and you believe it is going to survive the crush and having a rebirth again. IMO better to wait and invest after there is a total crush. The power and potential of 3D real-time game engine and agent isn't yet to be fully understood by the public at large yet,” the post said.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/convequity_PNG_3c8a483db0.webp" alt="Convequity in a social media post said there is potential that Applovin stock may drop further and people can wait to invest in the stock at a lower point." width="448" height="696"></figure>"Applovin identified an area where strong DLRM players like Google and Meta didn't play" -- which is the modern ads monetization, Convequity noted.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around APP trended in ‘bullish’ territory amid ‘normal’ message volume.&nbsp;Shares in the company have fallen 12% over the past year. &nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the logo of AppLovin is displayed on the screen of a smartphone. 

Applovin Stock In Focus Amid Reportedly Ongoing SEC Probe; Convequity Says Wait For The Dip Before Investing

The SEC stated to Bloomberg News that an “investigation involving AppLovin is still active and ongoing”. 

ETFs to Buy as NVIDIA Nears $30 Billion Investment in OpenAI

NVIDIA is nearing a $30B OpenAI stake, replacing a $100B pact and spotlighting ETFs loaded with the AI chip giant as investors weigh risk and reward.

<ul class="summary-bullets"><li>Analyst James Schneider highlighted Credo’s focus on short-distance, high-speed wired connectivity products used inside data centers.</li><li>He also emphasized Credo’s role in advancing Active Electrical Cables, or AECs.</li><li>The analyst believes that Credo’s vertically integrated model strengthens its competitive edge by allowing tighter control over design and production.</li></ul>Goldman Sachs has launched coverage of Credo Technology Group Holding (CRDO) with a bullish stance, citing strong positioning in the fast-growing artificial intelligence data center market.The firm assigned the semiconductor and connectivity company a ‘Buy’ rating and established a $165 price target, implying a potential 30% upside as of Wednesday’s closing price.&nbsp;<h2 class="st-heading-2">Why Goldman Is Optimistic</h2>Analyst James Schneider highlighted Credo’s focus on short-distance, high-speed wired connectivity products used inside data centers, according to TheFly. According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/19/this-stock-has-nearly-30percent-upside-as-ai-data-center-demand-grows-says-goldman.html?taid=6996f9955aa4b90001bad246&amp;utm_campaign=trueanthem&amp;utm_content=main&amp;utm_medium=social&amp;utm_source=twitter">report</a>, the company develops chips and cable systems that link advanced AI servers, an area experiencing rapid expansion as enterprises scale computing power.Schneider emphasized Credo’s role in advancing Active Electrical Cables, or AECs, describing them as copper-based cables equipped with signal-enhancing components.&nbsp;<blockquote>“AECs provide lower cost, high bandwidth connections with high reliability (no ‘link flaps’ or intermittent failures) relative to competing technologies for short-range datacenter connections, and we expect this technology to continue proliferating.”-James Schneider, Analyst, Goldman Sachs&nbsp;</blockquote><a href="https://stocktwits.com/symbol/CRDO">Credo stock</a> traded over 1% higher onThursday morning. However, on Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_19_083542_png_7fceb3cf9e.webp" alt="CRDO’s Sentiment Meter and Message Volume as of 09:35 a.m. ET on Feb. 19, 2026 | Source: Stocktwits" width="928" height="103"><figcaption>CRDO’s Sentiment Meter and Message Volume as of 09:35 a.m. ET on Feb. 19, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">AI Data Centers Drive Demand</h2>The surge in AI applications has fueled heavy investment in data infrastructure, benefiting suppliers of networking hardware. Schneider said that Credo’s vertically integrated model strengthens its competitive edge by allowing tighter control over design and production.Goldman expects copper-based systems to remain widely adopted for several years. Schneider said he is “encouraged by Credo’s diversification efforts into optical solutions for datacenters that can help sustain long-term growth.”CRDO stock has gained over 78% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-etsy-stock-jump-pre-market-today/cZRjUbJR4wx">Why Did Etsy Stock Jump 20% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Credo Technology logo is displayed on a smartphone screen

Goldman Sachs Bets Big On Credo Technology, Highlights High-Speed Copper Cables As Key Driver In Booming AI Data Center Market

The firm assigned the company a ‘Buy’ rating and established a $165 price target, implying a potential 30% upside as of Wednesday’s closing price. 

<ul class="summary-bullets"><li>Cloud revenue led the way, rising 14% year-on-year to $608.3 million, and operating income reached $176.2 million, growing 14% year-on-year.</li><li>The CEO said in Q4, AI's annual recurring revenue increased 66% year-on-year.&nbsp;</li><li>The board also approved a new $600 million share repurchase authorization, lifting total remaining buyback capacity to roughly $1 billion.</li></ul>NiCE (NICE) on Thursday announced steady revenue growth in the fourth quarter (Q4), capping a year marked by expanding cloud demand and rising AI-driven sales.&nbsp;The customer experience software provider also authorized a $600 million share buyback program and unveiled fresh guidance for 2026.<h2 class="st-heading-2">Fourth-Quarter Performance</h2>In Q4, total revenue climbed to $786.5 million, reflecting a 9% year-on-year (YoY) increase with an adjusted earnings per share (EPS) of $3.24. While revenue exceeded analysts’ consensus estimate of $779.94 million, EPS was in line, according to Fiscal AI data.&nbsp;Cloud revenue led the way, rising 14% YoY to $608.3 million. Operating income reached $176.2 million, growing 14% YoY, while operating margin improved 100 basis points to 22.4%.Following the earnings announcement,&nbsp;<a href="https://stocktwits.com/symbol/NICE">NiCE stock</a> traded nearly 9% higher in Thursday’s premarket.&nbsp;On Stocktwits, retail sentiment for the stock shifted to ‘extremely bullish’ from ‘bullish’ amid ‘high’ message volume.&nbsp;<blockquote>“In the fourth quarter 2025, AI ARR increased 66% year over year to $328 million, and AI was included in 100% of our new seven-figure CXone deals for the full year 2025, underscoring strong enterprise demand for our AI-native platform.”-Scott Russell, CEO, NiCE</blockquote><h2 class="st-heading-2">Capital Strategy, Buybacks And Outlook&nbsp;</h2>On February 18, the company secured a $300 million revolving credit facility arranged by JPMorgan Chase Bank, providing additional financial flexibility through early 2029. The board also approved a new $600 million share repurchase authorization, lifting total remaining buyback capacity to roughly $1 billion.NiCE projects first-quarter 2026 revenue between $755 million and $765 million, with adjusted EPS in the range of $2.45 to $2.55. For 2026, revenue is forecast between $3.17 billion and $3.19 billion, alongside adjusted EPS of $10.85 to $11.05.NICE stock has declined by over 445 in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sam-altman-urges-caution-on-superintelligent-ai-biggest-risks-remain-unknown/cZRjwW5R4wu">Sam Altman Urges Caution On Superintelligent AI – Says Biggest Risks Remain Unknown</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of US CRM software company NICE Ltd. is displayed on a smartphone.

NICE Stock Shot Up 9% Pre-Market Today – Investors Cheer Upbeat Q4, $600M Buyback Plan

In the fourth quarter, total revenue climbed to $786.5 million, reflecting a 9% year-on-year increase with an adjusted earnings per share of $3.24.

SSgA Active Trust - State Street Technology Select Sector SPDR ETF

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