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AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Applovin is actively discussed following a double beat on recent earnings with impressive revenue growth and an expanding Axon AI engine, yet the community is perplexed by the initial negative price action amidst broader software sector jitters, despite a prior short-seller retraction that de-risked the stock.

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 its oral VK2735 obesity drug is advancing directly into Phase 3, which the community views as strong FDA validation for a potential breakthrough in the competitive GLP-1 market. Many are also discussing a potential short squeeze and buyout possibilities, especially as regulators crack down on unapproved weight-loss compounds.

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 trending amidst mixed investor reactions to its latest shareholder letter and Q4 earnings, which underscore ongoing cash burn and its pre-revenue status, fueling community frustration. Simultaneously, optimistic discussions revolve around the Eagle Line pilot production as a key step towards scalable solid-state battery commercialization through licensing and future OEM partnerships.

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 conflicting but significant news, with the successful unfolding of its large BlueBird 6 satellite marking a major technological de-risking, validating its direct-to-device capability. This positive development and the stock's inclusion in the MSCI World Index are being discussed alongside a proposed $1 billion convertible senior notes offering, prompting community debate over long-term growth versus immediate capital needs and potential dilution.

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 is trending after reporting strong earnings, raising its outlook, and announcing a $1 billion share repurchase program, yet the stock experienced a significant drop, fueling investor frustration and a community debate over whether "AI fears" are unfairly impacting SaaS valuations.

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 Inc is trending following a significant beat on its Q4 earnings and robust FY26 guidance, signaling a potential turnaround driven by new leadership and increasing tailwinds from AI adoption in edge computing and security. The community is actively discussing this as an inflection point, with many long-term holders finally seeing a promising path forward for the company's growth.

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 is trending following an earnings beat and raised guidance, fueled by robust demand for AI infrastructure, prompting community discussion around the stock nearing its dot-com era highs and its valuation in the current tech cycle.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending after reporting robust Q4 earnings, strong Q1 revenue guidance, and authorizing a $2 billion share buyback program. Despite initial pre-market optimism, the stock faced a sharp market open sell-off, prompting widespread community discussion around "manipulation" and creating a "buy the dip" opportunity for long-term growth and its AI commerce vision.

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 due to its deep involvement in the broader software sector's intense sell-off, where market fears about AI disruption are driving widespread panic and pushing many SaaS stocks, including CRM, to multi-year lows. While a segment of the community views this as an illogical overreaction and a generational buying opportunity, emphasizing CRM's strong fundamentals and AI integration, the prevailing sentiment remains one of extreme caution.

Churchill Capital Corp. X is a blank check company, which was created 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 Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X (CCCX) is heavily trending as its anticipated merger with quantum technology firm Infleqtion nears, driven by significant new contracts with NASA and the U.S. Department of Energy. The community is buzzing with comparisons to other quantum stocks, touting Infleqtion as a "criminally undervalued" leader with substantial long-term potential, while closely watching for a post-merger surge.

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<ul class="summary-bullets"><li>XTL will acquire NeuroNOS for 19.9% of its issued share capital, $1 million in cash, and milestone-based contingent payments totaling up to $32.5 million. &nbsp;</li><li>NeuroNOS is a biotechnology company eyeing the development of therapeutics for Autism Spectrum Disorder (ASD) and other neurodevelopmental and neurodegenerative disorders.&nbsp;</li><li>NeuroNOS will now serve as XTL's platform for autism and neuro-oncology therapeutics.</li></ul>Shares of Beyond Air, Inc. (XAIR) rallied 149% on Tuesday after XTL Biopharmaceuticals Ltd. (XTLB) announced a deal to acquire a majority stake in its subsidiary NeuroNOS Ltd.Under the deal, IP portfolio company XTL will <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.beyondair.net/news-events/press-releases?i=161064">acquire</a> 85% of NeuroNOS, a biotechnology company eyeing the development of therapeutics for Autism Spectrum Disorder (ASD), and other neurodevelopmental and neurodegenerative disorders.Shares of XTLB gained 51% at the time of writing.<h2 class="st-heading-2">Deal Terms</h2>As part of the deal, XTL will acquire 85% of NeuroNOS for 19.9% of XTL's issued share capital, $1 million in cash, and milestone-based contingent payments totaling up to $32.5 million.XTL noted that NeuroNOS's drug development platform is designed to address the underlying molecular mechanisms driving autism unlike treatments based on behavioral symptoms. NeuroNOS will now serve as XTL's platform for autism and neuro-oncology therapeutics.According to BeyondAir, autism spectrum disorder affects about one in 31 children in the U.S. and has been rising dramatically. No FDA-approved therapies aimed at disease modification exist for the disorder at present.The company also noted that the Trump administration has, in recent times, emphasized support for new medicines aimed at treating autism.“The administration has allocated $50 million in new NIH funding for autism research initiatives. This recognition at the federal level signals a fundamental shift in regulatory priorities and resource allocation toward autism research and treatment development,” BeyondAir said in a statement.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around XAIR and XTLB rose from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume increased from ‘high’ to ‘extremely high’ levels.A Stocktwits user applauded the deal, opining that selling most of the unit will help de-risk Beyond Air’s investment while also creating potential future revenue streams.<stembedurl>https://www.stocktwits.com/stockpro2010/message/641694012</stembedurl><a href="https://stocktwits.com/symbol/XAIR">XAIR stock</a> has fallen 70% this year while <a href="https://stocktwits.com/symbol/XTLB">XTLB</a> dropped 44% in the same period.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/travere-therapeutics-stock-slumps-after-fda-extends-drug-review-timeline-to-april/cmUXhZuR4IK">Travere Therapeutics Stock Slumps After FDA Extends Drug Review Timeline To April: Retail Is Divided On Eventual Approval</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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XAIR Stock More Than Doubled Today — What’s Driving The Rally?

Beyond Air said that IP portfolio company XTL will acquire 85% of its subsidiary NeuroNOS.

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Beyond Air said that IP portfolio company XTL will acquire 85% of its subsidiary NeuroNOS.


CommScope Holding Company Inc. (COMM) witnessed retail sentiment and message volume hit a one-year high on Stocktwits on Monday after the company struck a deal to divest its Connectivity and Cable Solutions (CCS) division to Amphenol Corporation (APH) in an all-cash transaction valued at $10.5 billion.&nbsp;The transaction is slated to close in the first half of 2026, pending shareholder approval and regulatory clearance.&nbsp;<a href="https://stocktwits.com/symbol/COMM">CommScope stock</a> traded over 91% higher by Monday afternoon. Retail sentiment around the stock shifted to ‘extremely bullish’ (98/100) from ‘bullish’ territory the previous day. Message volume jumped to ‘extremely high’ (96/100) from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:953/104;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_04_135903_png_0a79ce6cc2.webp" alt="COMM’s Sentiment Meter and Message Volume as of 02:00 p.m. ET on Aug. 4, 2025 | Source: Stocktwits" width="953" height="104"><figcaption>COMM’s Sentiment Meter and Message Volume as of 02:00 p.m. ET on Aug. 4, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user lauded the buyout.&nbsp;<stembedurl>https://stocktwits.com/ghcb1981/message/623597970</stembedurl>Another user expects the stock to finish above $15, saying ‘Get in while it’s cheap!’<stembedurl>https://stocktwits.com/SvenneKaare/message/623621273</stembedurl>The agreement marks a major reshaping of CommScope’s business portfolio as it focuses on core operations. The company anticipates net proceeds of roughly $10 billion once taxes and fees are accounted for, and a significant portion will go toward paying off all existing debt and redeeming its preferred shares, currently held by The Carlyle Group Inc. (CG).&nbsp;The company noted it will retain some leverage on its remaining operations but expects to hold a substantial cash reserve after the transaction.Once the sale is completed and all financial obligations are settled, CommScope intends to return surplus funds to investors. A dividend distribution is expected within 60 to 90 days of closing, though final details, including the exact payout, will be determined later.The company also reported its second-quarter (Q2) revenue of $1.39 billion, beating the analysts’ consensus estimate of $1.25 billion, as per Fiscal AI data. CommScope stock has gained over 188% year-to-date and over 643% in the past 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/amazon-s-podcast-bet-falters/chrXAm9Rdcb">Amazon’s Podcast Bet Falters As Job Cuts Loom At Wondery: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The company logo for Commscope is displayed during the Tech Show at ExCel London on March 12, 2025 in London, England.

CommScope Stock Rockets 91% As Retail Bulls Cheer $10.5B Asset Sale: ‘Get In While It’s Cheap!’

Once the sale is completed and all financial obligations are settled, CommScope intends to return surplus funds to investors. 

XTL Biopharmaceuticals Ltd. engages in the acquisition and development of pharmaceutical drugs for the treatment of autoimmune diseases. Its product pipeline includes hCDR1 and rHuEPO. The company was founded on March 9, 1993 and is headquartered in Ramat Gan, Israel.

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