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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending after its Q4 earnings showcased explosive revenue and ARR growth with positive adjusted EBITDA, complemented by the strategic acquisition of AI agent search company Tavily. Despite a revenue and EPS miss against analyst estimates, the community is debating strong operational execution and robust 2026 guidance signaling long-term potential in the AI infrastructure market.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending as the company announced plans to advance its oral weight-loss drug, VK2735, directly into Phase 3 studies, accelerating its development timeline significantly and fueling community speculation about its "best-in-class" potential. This rapid progression, alongside a strong cash position, has intensified discussions around potential major partnerships or buyouts, while also creating a battleground for shorts betting against its valuation.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is trending due to a significant earnings beat and strong guidance, which included accelerating revenue, record profitability, and positive free cash flow. The community is actively discussing the company's turnaround, potential for a short squeeze, and the increasing role of AI agent traffic and enhanced security offerings as key growth catalysts.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is trending on the heels of Nuclearelectrica's approval for the Doiceti SMR project and a new partnership with Oak Ridge National Laboratory for AI-enabled nuclear fuel management. The community is actively discussing its potential to address the massive energy demands of AI data centers, with many seeing it as a key player in the global shift towards small modular reactors, despite ongoing debates about its valuation and project timelines.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

Novocure is trending due to the FDA approval of its Optune Pax device for locally advanced pancreatic cancer, hailed as the first new treatment in decades for this aggressive disease, sparking widespread discussion about its potential market impact and prompting both bullish speculation and cautionary outlooks from the community.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot announced strong Q4 earnings, raised its forward guidance, and initiated a significant share repurchase program. However, the stock experienced a notable post-earnings decline, sparking an intense community debate over whether robust fundamentals can outweigh persistent market fears about AI disruption in the broader software sector.

TOSHI

TOSHI is experiencing a surge in conversation and volume, driven by community sentiment that the 'Face of Base' token is poised for a significant rally, though some remain skeptical following past volatility and question its fundamental utility.

Crocs, Inc. engages in the design, development, manufacture, worldwide marketing, sale, and distribution of lifestyle footwear and accessories. It operates through the Crocs Brand and HEYDUDE Brand segments. The company was founded by Scott Seamans, George B. Boedecker, Jr., and Lyndon V. Hanson III in 2002 and is headquartered in Broomfield, CO.

Crocs Inc

Crocs is trending upward after reporting a strong Q4 earnings beat and providing an optimistic outlook for Q1 and fiscal year 2026, driven by robust direct-to-consumer and international sales. The community is celebrating the positive financial results and confident management commentary, particularly regarding planned cost savings and sustained brand strength.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is actively discussed after its latest earnings report, which showcased robust AI infrastructure demand and an improved financial outlook, yet shares declined due to a lower-than-anticipated gross margin forecast impacted by rising memory costs. The community is debating its current valuation and long-term potential in the AI boom, drawing parallels to past market cycles.

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 due to significant aftermarket volatility following its proposed $1 billion convertible notes offering, which emerged shortly after the successful unfolding of its BlueBird 6 satellite and inclusion in the MSCI World Index. The community is debating whether this financial move provides crucial capital for accelerating constellation deployment, AI opportunities, and government contracts, or signals further dilution for a pre-revenue company.

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Why Big Tech Stocks Are Powering Market Gains Again

Vertiv Holdings (VRT) surged more than 13% on Wednesday after the AI infrastructure firm raised its full-year guidance and signaled confidence in managing new tariffs under President Donald Trump’s trade policy.First-quarter (Q1) earnings came in at $0.64 per share, slightly above the $0.62 consensus estimate, according to Koyfin. Revenue for the quarter rose 24% year-over-year (YoY) to $2.04 billion, beating Wall Street’s $1.94 billion forecast. Organic net sales climbed 25%.The maker of power and cooling equipment for data centers said it now expects full-year 2025 revenue between $9.325 billion and $9.575 billion, up from its prior range of $9.125 billion to $9.275 billion.&nbsp;“We’re seeing accelerated scaling of AI deployments across the data center market,” said CEO Giordano Albertazzi. “Our partnership with Nvidia continues to place us at the heart of industrial-scale AI factory deployments.”He added that the updated forecast takes into account the anticipated impact of new U.S. tariffs, which have become a growing concern for manufacturers with global supply chains.“Although the tariff environment remains fluid, our goal is to significantly mitigate the effect of tariffs as we enter 2026,” he stated, adding that the company is working to mitigate the tariff impact through operational flexibility, a diversified manufacturing footprint, and commercial strategy shifts.The company said it continues to shift production to Mexico under the USMCA trade framework, and said only a single-digit percentage of its U.S. factory inputs currently come from China. Vertiv said it aims to have all U.S.-bound components manufactured in Mexico.Despite Wednesday’s rally,&nbsp;<a href="https://stocktwits.com/symbol/VRT">Vertiv’s stock</a> remains down more than 30% year-to-date, though it has held a 4% gain over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ge-vernova-cfo-sees-no-material-impact-from-trump-tariffs-on-outlook-q1-2025-earnings/chQmzXGRbgO">GE Vernova CFO Sees No ‘Material Impact’ From Trump Tariffs On Outlook – Stock Surges On Q1 2025 Earnings Beat</a>&nbsp;

In this photo illustration, the logo of Vertiv Holdings Co is displayed on a smartphone screen on April 20, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

Vertiv Stock Surges On Q1 Beat, Improved 2025 Outlook — CEO Says Trump Tariff Impact Will Be Mitigated By 2026

The company now expects full-year 2025 revenue between $9.325 billion and $9.575 billion, up from its prior guidance of $9.125 billion to $9.275 billion. 

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