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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending as the community engages in highly polarized debate following Donald Trump's State of the Union address, with conversations focusing on his economic claims, political performance, and the broader implications for his related assets.

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

SPY is trending as market participants keenly react to Trump's State of the Union address, with community discussion intensely focused on how the speech's rhetoric, covering economic policy, tariffs, and national sentiment, will impact overall market direction and futures activity.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is actively trending following a compelling presentation by Dr. Patrick Soon-Shiong on its 'chemo-free' cancer treatment, Anktiva, fueling community optimism and strong short squeeze speculation. Investors are also closely watching for any potential mention of cancer breakthroughs during the State of the Union address, amplifying conversation around the stock's significant upward momentum.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending following its 18th consecutive earnings beat and raise, reporting strong revenue growth and guiding towards positive GAAP net income for the full year. Despite mixed sentiment on post-earnings price action, the community is debating its deeply undervalued status and market share gains within the AI-powered marketing cloud sector.

SSgA Active Trust - State Street SPDR Dow Jones Industrial Average ETF Trust

The SPDR Dow Jones Industrial Average ETF (DIA) is highly active as investors navigate immediate market volatility stemming from President Trump's plans for new global tariffs following a Supreme Court ruling, alongside growing geopolitical concerns over escalating US-Iran tensions, all while the community closely watches for shifts in Fed policy and inflation data.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery is trending as its board considers Paramount Skydance's revised all-cash offer, which many shareholders view as superior to Netflix's existing proposal, sparking intense debate over potential debt implications and regulatory approval paths as Netflix's response window opens.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending following an earnings beat driven by strong revenue growth and significant new restaurant openings, sparking a debate among investors. The community is sharply divided between those who see its premium valuation as justified by a clear long-term growth trajectory and popular healthy menu, and those who highlight moderating same-store sales and potential margin pressures compared to peers.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

Fannie Mae is trending due to recent strong earnings reports and renewed speculation about its imminent release from conservatorship, with officials from the FHFA signaling readiness for an IPO pending a former president's decision. This has deeply polarized the community, with many 'Fannie Packers' anticipating an uplisting to the NYSE, while others express frustration over perceived political delays and manipulation.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as the community debates the potential market impact of the State of the Union address, with strong divisions between those expecting new highs and others anticipating a significant downturn. Speculation around NVDA earnings and broader concerns about economic policy, tariffs, and perceived market manipulation are also actively discussed for the tech-heavy index.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending as its forward outlook pressures shares amidst ongoing software sector concerns regarding AI disruption, despite a recent earnings beat and strong AI integration. Community sentiment is divided between those who view the sell-off as a buying opportunity given activist investor backing and those who anticipate continued headwinds for enterprise software.

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Shares of NextEra Energy Partners (<a class="mention" data-mention="$NEP" data-symbol-id="NEP" href="https://stocktwits.com/symbol/NEP" target="_blank">$NEP</a>) soared nearly 10% in morning trade on Monday after Morgan Stanley gave the stock a double upgrade to ‘Overweight’ from ‘Underweight’ with a price target of $22.Meanwhile, its parent company NextEra Energy (<a class="mention" data-mention="$NEE" data-symbol-id="NEE" href="https://stocktwits.com/symbol/NEE" target="_blank">$NEE</a>), saw its shares fall by over 1%.NextEra Energy Partners is a subsidiary of NextEra Energy focused on acquiring and managing contracted clean energy assets to generate stable cash flows for investors.While uncertainty looms over federal clean energy policies following President elect-Donald Trump’s win&nbsp;in the U.S. Election 2024, Morgan Stanley expects minimal impact on renewable infrastructure.&nbsp;The brokerage highlighted that a full repeal of the Inflation Reduction Act (IRA) is unlikely due to bipartisan support for domestic manufacturing incentives and clean energy projects in Republican-led states.&nbsp;It also noted that the recent selloff offers a compelling buying opportunity, especially with the conclusion of the company's strategic review expected by December.NextEra Energy Partners’ stock fell nearly 15% on Oct. 23 after the company reported a wider-than-expected loss of $0.43 per share for the third quarter. NEP also announced a 37% reduction year-over-year (YoY) in cash available for distribution raising red flags about future payouts.<img src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_12_02_115743_fb302efdc2.png" alt="Screenshot 2024-12-02 115743.png">Retail sentiment around the stock jumped two levels as well, to ‘extremely bullish’ (76/100) from neutral a day ago, along with an uptick in chatter to ‘high’ from ‘low’ on Thanksgiving weekend.Some investors on the platform don’t expect dividends to be cut at all.&nbsp;<stembedurl>https://stocktwits.com/MidnightMadness/message/594692102</stembedurl><stembedurl>https://stocktwits.com/kobetolebron/message/594677390</stembedurl><stembedurl>https://stocktwits.com/Swissinvestch/message/594468352</stembedurl>Like Morgan Stanley, JP Morgan also expects the companies’ strategic review to uplift market sentiment. In a research note after NextEra Energy Partners’ third quarter results, the brokerage highlighted that a transfer of assets from its parent company and an adjustment in dividend payouts could provide a clearer picture of how the company plans to grow,“A dropdown announcement, in conjunction with a distribution reset, could be a catalyst for the stock and provide increased growth visibility into fiscal 2026 and beyond,” JP Morgan said.&nbsp;The stock has lost over 38% of its value this year so far.For updates and corrections email newsroom[at]stocktwits[dot]com.

NextEra Energy Partners’ stock has lost over 38% of its value year-to-date. | Source: Pixabay

NextEra Energy Partners Stock Jumps After Double Upgrade: Retail Cheers

Morgan Stanley upgraded NextEra Energy’s acquisition arm to ‘Overweight’ from ‘Underweight’ with a price target of $22.

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Morgan Stanley upgraded NextEra Energy’s acquisition arm to ‘Overweight’ from ‘Underweight’ with a price target of $22.


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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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