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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 news of a proposed $1 billion convertible note offering, which has sparked intense debate among investors. Bulls view the capital raise as a strategic move to accelerate growth and pursue new opportunities, while bears express concern over potential dilution and the company's long-term funding strategy.

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 after its latest update and Eagle Line progress, which led to significant investor debate over the company's continued pre-revenue status, ongoing cash burn, and a perceived lack of transparency regarding production yields and specific OEM partners, despite some community members remaining bullish on its long-term solid-state battery technology and licensing strategy.

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 trending as a short-seller retracted its prior allegations of financial crimes, sparking a rebound and bullish sentiment ahead of upcoming earnings. The community is actively debating if this removes a major overhang, setting the stage for strong analyst upgrades and a short squeeze, or if broader software sector fears will still impact the stock.

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 following a recent FDA approval of its Optune Pax therapy for locally advanced pancreatic cancer, based on positive PANOVA-3 trial results demonstrating a statistically significant survival benefit. The community is actively debating the clinical significance of this survival extension for patients, while also considering the broader potential of its Tumor Treating Fields platform across various oncology indications amid past commercial challenges.

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 community eagerly discusses its oral obesity drug, VK2735, advancing directly to Phase 3 trials, accelerating its pipeline and strengthening its competitive position in the lucrative GLP-1 market.

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 amid a severe sector-wide sell-off, with widespread fears that advanced AI tools will disrupt or replace traditional enterprise software. However, many in the community and market analysts view this as an irrational overreaction, highlighting Salesforce's strong fundamentals, AI integration, and current undervaluation as a significant buying opportunity.

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 seeing significant discussion following its robust Q4 2025 earnings, which revealed record revenue, gross margin, and its first profitable fiscal year, with the CEO highlighting AI as an increasing tailwind for its edge platform. Long-term investors are celebrating this financial inflection point as a potential turnaround, though some in the community remain wary of the rally's sustainability.

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 trending after its Q1 FY26 earnings initially saw shares dip due to a lower-than-anticipated gross margin forecast linked to rising memory-chip costs, despite beating revenue and EPS expectations. However, the stock quickly reversed as the company emphasized surging AI infrastructure demand and raised its full-year guidance, sparking community debate over its "AI plumbing powerhouse" role and its stock price nearing dot-com era highs.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. It also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment offers products and services sold for applications within the data center, communication networks, and commercial and industrial markets in North America and Latin America. The Asia Pacific segment includes products and services sold for applications within the data center, communication networks, and commercial or industrial markets throughout Greater China, Australia and New Zealand, Southeast Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Columbus, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv Holdings is trending sharply higher following its robust fourth-quarter earnings and optimistic 2026 guidance, fueled by exceptional demand for AI infrastructure, especially liquid cooling and power management systems from hyperscale data centers, resulting in a record backlog. The community is largely bullish on its role as a critical AI infrastructure provider, anticipating continued growth despite some debate over its current valuation and evolving cooling technologies.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software Inc. ($U) is seeing a significant sell-off after reporting a Q4 earnings beat but issuing weaker-than-expected Q1 guidance, fueling concerns about AI competition like Google's Project Genie. The community is actively debating if the drastic dip is an overreaction and a "buy the dip" opportunity, citing underlying business strengths like Vector ads and new AI tool developments, or if current market pressures will persist amid acquisition rumors.

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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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