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Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending as the software sector navigates a significant sell-off driven by "AI fear," sparking intense community debate on whether AI will disrupt or enhance the enterprise giant. Despite news of workforce adjustments and a new government contract, many investors are frustrated by ongoing price declines, viewing it as an oversold opportunity potentially exacerbated by market manipulation.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is trending due to mixed community reactions following its Q4 earnings report, which showed a beat on adjusted EPS but fueled ongoing concerns about revenue growth and increasing debt. The community is sharply divided between those who see a value opportunity amidst its current valuation and others drawing negative parallels to the broader fintech sector and companies like PayPal.

Oscar Health, Inc. is a health insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health is trending due to its significant Q4 earnings and revenue miss, sharply contrasted by an ambitious 2026 outlook that projects profitability and substantial revenue growth, primarily driven by strong membership gains in the ACA marketplace. This has ignited a fierce debate within the community regarding the company's future trajectory and the credibility of its aggressive guidance.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadog is at a pivotal moment as its Q4 earnings report is highly anticipated, with the community actively debating whether the recent significant sell-off presents a buying opportunity. Despite broader software sector concerns and increased competition, many highlight Datadog's critical role in monitoring AI-driven cloud infrastructure and its strong customer relationships, while some analysts have adjusted price targets reflecting mixed expectations for performance amidst a valuation reset.

Jumia Technologies AG engages in the provision of logistic services. It operates a pan-African e-commerce platform. It operates through the following geographical segments: West Africa, North Africa, East and South Africa, Europe, United Arab Emirates, and Others. The company was founded by Jeremy Hodara, Sacha Poignonnec, Peter Allerstorfer, Manuel Koser, Tunde Kehinde, and Raphael Afaedor in 2012 and is headquartered in Berlin, Germany.

Jumia Technologies Ag - ADR

Jumia Technologies is trending following strong Q4 earnings, optimistic FY2026 guidance, and reaffirmed targets for profitability by 2027, with the community actively discussing its potential as the 'Amazon of Africa' amidst bullish analyst coverage.

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Luxembourg.

Spotify Technology S.A.

Spotify is trending due to a strong Q4 2025 earnings beat, surpassing user growth and profitability forecasts with notable MAU additions and improved margins. The community is bullish, highlighting the company's robust free cash flow and optimistic outlook for re-accelerated growth.

Nektar Therapeutics is a biotechnology company, which engages in the discovery and development of novel therapies which selectively modulate the immune system to treat autoimmune disorders. It also focuses on immunology and unparalleled expertise in polymer chemistry to create one-of-a-kind, highly-selective medicines with optimal therapeutic benefit. The company was founded in 1990 and is headquartered in San Francisco, CA.

Nektar Therapeutics

Nektar Therapeutics is trending as investors digest mixed Phase 2b results for its alopecia areata drug, with community discussion focused on the significance of efficacy data achieved after excluding some patients and the drug's strong safety profile, alongside ongoing speculation about a potential Lilly settlement.

The Coca-Cola Co. engages in the manufacturing and marketing of non-alcoholic beverages. It operates through the following segments: Europe, Middle East and Africa, Latin America, North America, Asia Pacific, Global Ventures, and Bottling Investments. The company was founded by Asa Griggs Candler on May 8, 1886 and is headquartered in Atlanta, GA.

Coca-Cola Co

Coca-Cola is trending following its earnings report, which revealed a revenue miss primarily due to weak North American demand, sparking community discussions about its recent rally and overbought conditions despite an earnings per share beat and strong performance in the broader consumer staples sector.

S&P Global, Inc. engages in the provision of transparent and independent ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide. It operates through the following segments: Market Intelligence, Ratings, Commodity Insights, Mobility, Indices, and Engineering Solutions. The Market Intelligence segment provides multi-asset-class data and analytics integrated with purpose-built workflow solutions. The Ratings segment is involved in credit ratings, research, and analytics, offering investors and other market participants information, ratings, and benchmarks. The Commodity Insights segment focuses on information and benchmark prices for the commodity and energy markets. The Mobility segment offers solutions serving the full automotive value chain including vehicle manufacturers, automotive suppliers, mobility service providers, retailers, consumers, and finance and insurance companies. The Engineering Solutions segment engages in advanced knowledge discovery technologies, research tools, and software-based engineering decision engines to advance innovation, maximize productivity, improve quality, and reduce risk. The company was founded by James H. McGraw and John A. Hill in 1917 and is headquartered in New York, NY.

S&P Global Inc

S&P Global is trending as its latest guidance signaled slower growth and missed analyst estimates, fueling community discussion amidst broader concerns that powerful new AI models, such as Anthropic's Claude Opus 4.6, could significantly disrupt the financial data and analytics sector, though many also view the sharp sell-off as an overreaction and a buying opportunity.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe (ADBE) is trending as the software sector faces a significant downturn driven by fears that AI tools could disrupt established business models. While some investors see this as an existential threat, others highlight Adobe's strong fundamentals, sticky enterprise customer base, and potential to integrate AI as reasons its current multi-year low valuation presents a compelling buying opportunity.

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<ul class="summary-bullets"><li>Orna’s ORN-252 is a clinical trial-ready CAR-T therapy that targets CD19, a critical cell surface protein to treat B cell-driven autoimmune diseases.</li><li>Early studies indicate Orna’s circular RNA technology could help the body produce therapeutic proteins for a longer period.</li><li>Previously, Orna had tied up with Merck and Vertex Pharmaceuticals.</li></ul>Eli Lilly and Company (LLY) announced on Monday that it has entered into an agreement to acquire Orna Therapeutics, a biotechnology firm focused on cell therapies. Orna shareholders could receive up to $2.4 billion in cash, including upfront and milestone-based payments.&nbsp;<a href="https://stocktwits.com/symbol/LLY">LLY stock</a> was up 1.7% in pre-market trading on Monday.The acquisition will strengthen Lilly’s pipeline with a new class of therapies built on engineered circular RNA and proprietary lipid nanoparticles, enabling the body to generate its own disease-fighting cell therapies.<h2 class="st-heading-2">Orna’s RNA Technology</h2>Orna’s lead candidate, ORN-252, is a clinical trial-ready CAR-T therapy that targets CD19, a critical cell surface protein to treat B-cell-driven autoimmune diseases. Early studies indicate Orna’s circular RNA technology could help the body produce therapeutic proteins for a longer period, potentially enabling treatments not possible with existing RNA or cell therapies.“Early autologous CAR-T studies have shown the promise of cell therapy for patients with autoimmune diseases, but the complexity, cost, and logistics of&nbsp;ex vivo approaches make it challenging to deliver these breakthroughs to the broader population of patients who need them. We look forward to working with Orna colleagues to potentially unlock an entirely new class of genetic medicines and cell therapies for patients who today have limited or no treatment options,” said Francisco Ramírez-Valle, Senior VP, Head of Immunology Research and Early Clinical Development.&nbsp;Orna has previously partnered with major pharmaceutical companies for its RNA technology. In 2022, it teamed up with Merck to develop vaccines and treatments for infectious diseases and cancer, and in January 2025, it launched a three-year research collaboration with Vertex Pharmaceuticals focused on next-generation gene-editing therapies.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for LLY on Stocktwits moderated to ‘bullish’ from ‘extremely bullish’ a day earlier, amid ‘high’ message volumes.<img 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width="624" height="72">The stock has remained in the spotlight since the company posted a better-than-expected fourth-quarter report earlier this month, driven by volume growth from Mounjaro and Zepbound for weight loss.Over the past year, the stock has gained more than 26%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-iinn-stock-surge-in-pre-market-today/cZbHzC8R4oP">Why Did IINN Stock Surge 28% In Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A sign with the company logo sits outside of the headquarters campus of Eli Lilly and Company on March 17, 2024 in Indianapolis, Indiana. (Photo by Scott Olson/Getty Images)

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ETFs to Play as Investors Chase Diversification Amid Tech Rout

From "software-mageddon" to rising AI capex pressuring Big Tech, diversification via defensive and global ETFs gains focus.

<ul class="summary-bullets"><li>Boston Scientific expects fiscal 2026 earnings to range between $3.43 and $3.49 per share.</li><li>The company reported Q4 net sales of $5.29 billion, up 15.9% year over year and within its guidance range of 14.5% to 16.5%.</li><li>Q4 net income came fell slightly below the company’s forecast of $0.48 to $0.52.&nbsp;</li></ul>Boston Scientific Corporation (BSX) said on Wednesday that it expects full-year 2026 sales to increase by about 10.5% to 11.5%, lower than the 19.9% increase it reported for full-year 2025.<a href="https://stocktwits.com/symbol/BSX">BSX shares</a> slumped nearly 10% in pre-market trading on Wednesday and fell further after the opening bell. The stock fell to its lowest levels since August 2024.Boston Scientific expects fiscal 2026 earnings to range between $3.43 and $3.49 per share. For the first quarter, the company projects sales growth of 10.5% to 12.0% and earnings per share of $0.78 to $0.80.Meanwhile, the company reported Q4 net sales of $5.29 billion, up 15.9% year over year and within its guidance range of 14.5% to 16.5%. It came marginally above Street estimates of $5.28 billion, according to Fiscal.ai data. Net income came in at $0.45 per share, slightly below the company’s forecast of $0.48 to $0.52.&nbsp;<h2 class="st-heading-2">Acquisition Spree</h2>Boston Scientific has been accelerating its acquisition strategy with two major deals last month. The company agreed to acquire Penumbra in a cash-and-stock transaction valued at about $14.5 billion, or $374 per share. Penumbra is known for its mechanical thrombectomy devices that remove blood clots in vascular procedures.Separately, Boston Scientific is set to acquire Valencia Technologies, a privately held firm focused on treatments for bladder dysfunction, including its implantable eCoin device for urinary incontinence. The Valencia deal is expected to have an immaterial impact on adjusted earnings per share in 2026, though GAAP results may experience short-term dilution from acquisition-related costs.<h2 class="st-heading-2">Retail Reaction</h2>Despite the sharp intraday decline, retail sentiment on Stocktwits turned ‘extremely bullish’ from ‘bearish’ a day earlier, amid ‘extremely high’ message volumes.<img src="https://news.stocktwits-cdn.com/BSX_jpg_d78d576230.webp" alt="BSX.jpg">One user saw an opportunity to take up fresh positions.<stembedurl>https://stocktwits.com/SGTDolph/message/643963589</stembedurl>The stock has fallen 18% so far in 2026.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/eli-lilly-lly-stock-jumps-fy26-guidance-zepbound-mounjaro/cZbSCjgR4Zl">LLY Stock Surges On Q4 Beat – Obesity, Diabetes Drugs Drive Strong FY26 Outlook</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

A general view of a Boston Scientific advertisement during a women's college lacrosse game between the Notre Dame Fighting Irish and the Boston College Eagles on March 16, 2024. (Photo by Erica Denhoff/Icon Sportswire via Getty Images)

BSX Stock Tumbles To 17-Month Lows On Softer 2026 Sales Growth Forecast 

For the first quarter, the company projects sales growth of 10.5% to 12% and earnings per share of $0.78 to $0.80.

What Spooked Investors In Boston Scientific’s 2026 Outlook?

U.S. Consumer Confidence Slumps to Decade Low: ETF Areas to Play 

U.S. consumer confidence hits a decade low. Defensive, quality & dividend ETFs like XLP, XLV, XLU, SPHQ & VYM may offer shelter.

Healthcare ETFs in Focus as UnitedHealth Rises 4% Post Mixed Q4 Results

Healthcare ETFs draw attention as UNH climbs 4% on mixed Q4 results, a better 2026 cost outlook, and rising concerns over Medicaid pressure.

A general view outside the United Healthcare corporate headquarters on December 4, 2024, in Minnetonka, Minnesota. (Photo by Stephen Maturen/Getty Images)

UNH Stock Craters To 6-Month Low: Piper Sandler Still Sees 40% Upside, Would Buy The Dip

UnitedHealth expects some membership contraction in 2026 and noted that CMS’s Medicare rate “simply doesn't reflect the reality.”

In this photo illustration, the Altimmune logo is seen displayed on the screen of the tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

ALT Stock Surges Toward Sixth Straight Day Of Gains: Retail Bets A Buyout Is On The Horizon

Altimmune plans to raise $75 million via a direct offering to bankroll its Phase 3 MASH trial, easing near-term funding risk.

3 Healthcare ETFs to Buy as Flat Medicare Rate Proposal Hits Insurers

Flat Medicare Advantage rate hikes hit insurers hard, but diversified healthcare ETFs may help investors weather the policy shock. 

<ul class="summary-bullets"><li>The company went public in 2019 at a post-money valuation of $480 million, according to the report.&nbsp;</li><li>InMode has been facing declining sales and profits since 2023.</li><li>On January 9, the&nbsp;company said it anticipated its fourth-quarter sales to fall within a tight range of $103.6 million to $103.8 million.</li></ul>InMode stock became the talk of the town on Monday after a report stated that the company is set to be acquired by&nbsp;an investment fund in a deal that values the firm at roughly $1.1 billion, marking a 25% premium over its current Nasdaq trading value of $882 million.&nbsp;According to a Calcalist&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.calcalist.co.il/market/article/hjurxpfizl">report</a>, the transaction will result in InMode being taken private and removed from public trading.<a href="https://stocktwits.com/symbol/INMD">InMode stock</a> traded over 13% higher on Monday morning.&nbsp;<h2 class="st-heading-2">Background and Valuation</h2>Founded in 2008 by Moshe Mizrahi, the firm's CEO, and Michael Kreindel, the firm's Chief Technology Officer, the company originally developed advanced minimally invasive aesthetic treatments using radio frequency (RF) technology. It went public in 2019 at a post-money valuation of $480 million and reached a peak market value of $7 billion in 2021.Following the report, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day amid ‘high’ message volume levels on Stocktwits.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_26_092338_png_08dfdb451a.webp" alt="INMD’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Jan. 26, 2026 | Source: Stocktwits" width="928" height="106"><figcaption>INMD’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Jan. 26, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Financial Challenges</h2>According to the report, InMode has been facing declining sales and profits since 2023, partly due to rising interest rates in the U.S. and an economic slowdown that affected financing for doctors purchasing its devices.&nbsp;The U.S. Food and Drug Administration’s (FDA) warning last October about health problems linked to some radiofrequency (RF) microneedling devices in general affected the stock.&nbsp;On January 9, the&nbsp;company said it anticipated its fourth-quarter (Q4) sales to fall within a tight range of $103.6 million to $103.8 million, below the analysts' consensus estimate of $104.64 million, according to FiscalAI data. Furthermore, the company’s 2025 revenue outlook of $370.2 million to $370.4 million is also below the analysts' consensus estimate of $371 million.INMD stock has declined by over 8% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-soars-nvidia-2-billion-investment-ai-infrastructure/cmy7qzrR4h2">CRWV Stock Soars 10% Pre-Market As Nvidia Invests $2B To Expand AI Factory Network</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 A worker produces medical instrument at Shandong Yixing Medical Instrument Co., Ltd.

INMD Stock Jumped Nearly 13% Today – What’s Powering The Rally?

According to a Calcalist report, the company is set to go private after a $1.1 billion acquisition by a fund. 

In this photo illustration, the Revolution Medicines company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Revolution Medicines Stock Stares At Big Dip After Merck Reportedly Shelves Buyout — But Analyst Flags Opportunity

Stifel expects dip-buyers to step in, saying it would be surprised to see RVMD settle meaningfully below $100, calling the failed talks an “M&A clearing event.”

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