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Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is generating significant bullish sentiment following the imminent departure of a key FDA official, which the community views as clearing the path for accelerated approval of its Duchenne Muscular Dystrophy therapy, Deramiocel. High anticipation for a detailed Phase 3 data presentation and discussions of a substantial short squeeze are further fueling conversation.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending after reports surfaced of a potential partnership with Novo Nordisk to distribute GLP-1 obesity drugs, signaling an end to their prior legal dispute. This development has ignited fervent community discussion about a massive short squeeze due to the stock's high short interest and its strengthened position in the digital health market.

Savara, Inc. is a clinical-stage pharmaceutical company, which engages in the development and commercialization of novel therapies for the treatment of serious or life-threatening rare respiratory diseases. Its program includes molgramostim, which is an inhaled formulation of recombinant human GM-CSF and being developed for the treatment of autoimmune pulmonary alveolar proteinosis. The company was founded in December 1995 and is headquartered in Langhorne, PA.

Savara Inc

Savara is trending following the FDA's Day 74 Letter confirming MOLBREEVI's Biologics License Application is under full review with a PDUFA target action date of August 22, 2026, and no advisory committee meeting planned. The community sees this as a positive step towards Molbreevi becoming a first-in-class therapy for autoimmune PAP, fueling optimism around its market potential and future valuation.

The Mosaic Co. engages in the production and marketing of concentrated phosphate and potash crop nutrients. It operates through the following segments: Phosphates, Potash, and Mosaic Fertilizantes. The Phosphates segment is involved in the ownership and operation of mines and production facilities which produce concentrated phosphate crop nutrients and phosphate-based animal feed ingredients, and processing plants which produce concentrated phosphate crop nutrients. The Potash segment includes mining, processing, and selling potash. The Mosaic Fertilizantes segment focuses on mines, chemical plants, crop nutrient blending and bagging facilities, port terminals, and warehouses. The company was founded on March 25, 2004 and is headquartered in Tampa, FL.

Mosaic Company

Mosaic is trending amidst rising global potash supply concerns following a production cut from a major Belarusian producer, with ongoing geopolitical tensions broadly supporting fertilizer prices. The community is actively discussing the company's long-term value and significant bullish options flow, even as it navigates recent earnings results and an antitrust inquiry impacting the broader sector.

Shping takes the entire retail industry to the next level by totally disrupting how brands discover and interact with their end consumers. Shping is a robust ecosystem that connects brands to the main grocery buyer as they shop, bypassing Search Engines and Social Media giants and enabling brands to direct their marketing spend directly to the end consumer. For the first time, brands can gain control over their communication channel with the shoppers directly and are now powered to influence buying decisions of the global army of shoppers in a trillion-dollar industry.  The Shping platform is used by many global and local brands where Shping has outperformed in cost in terms of interactions and conversions compared to the top 3 three social media platforms.

SHPING

SHPING is trending amidst strong community speculation for a massive rally, fueled by mentions of significant "AI developments" and an upcoming exchange listing. Many are drawing parallels to recent altcoin pumps, expecting substantial gains within the current bullish crypto market.

Portillo's, Inc. serves street food through high-energy, multichannel restaurants designed to ignite the senses and create a memorable dining experience. The company was founded on June 8, 2021 and is headquartered in Oak Brook, IL.

Portillos Inc - Ordinary Shares - Class A

Portillo's is trending amidst a backdrop of mixed Q4 earnings, revealing a slight revenue increase but a significant EPS drop and negative same-store sales, which fuels debate over its valuation. While many customers continue to laud the brand's quality and report packed locations, especially new openings, community discussion is sharply divided on the recent CEO hire and the company's long-term growth strategy amid rising beef costs and persistent stock underperformance.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure NV is surging on high volume as the community speculates a massive short squeeze and a bullish sentiment shift, following news of a key FDA official's impending departure, which is seen as favorable for gene therapies like QURE's Huntington's therapy. This is amplified by discussions of a newly clarified, less burdensome regulatory path for their lead asset and a technical rebound from oversold conditions.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

SOXX is driving intense conversation, fueled by fresh reports of potential Nvidia chip exports to China and strong AI demand outlooks from semiconductor giants, though community sentiment is sharply divided. While many view the sector as an unstoppable "infinite money glitch" in the AI boom, others warn of an impending "bubble" due to stretched valuations and recent underperformance against software ETFs.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as its CEO hints at "curative outcomes" for AML, sparking community excitement about groundbreaking efficacy and a potential short squeeze, with further anticipation from an ongoing oncology summit. The prolonged duration of its pivotal REGAL trial, indicating patients are living longer than expected, reinforces investor belief in the drug's transformative potential beyond disease management.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending as heightened geopolitical tensions lead to discussions about a significant ramp-up in defense production for advanced weaponry, while reports of substantial aircraft orders from China and confirmed deals with Vietnam underscore robust commercial demand. The community is actively weighing these strong catalysts against the company's existing production and delivery challenges.

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<ul class="summary-bullets"><li>Nvidia assisted with facilitating Meta’s discussions with Crusoe, the developer, as per the report.</li><li>Meta and Crusoe’s talks over the expanded site usage, while ongoing, could still change, as per the report.</li><li>Meanwhile, Oracle and Crusoe’s relationship has also been reportedly fraught over reliability at the site.</li></ul>Oracle Corp. and OpenAI have reportedly shelved their plans to expand an artificial intelligence data center in Abilene, Texas. The deal reportedly collapsed amid drawn-out negotiations over financing as well as OpenAI’s evolving demand forecasts.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-06/oracle-and-openai-end-plans-to-expand-flagship-data-center">report</a> from Bloomberg, citing people familiar with the matter, the deal’s end has prompted Meta Platforms (META) to consider taking the planned expansion site on lease.Nvidia Corp. (NVDA) assisted with facilitating Meta’s discussions with Crusoe, the developer, the report added.ORCL shares closed 1.1% lower on Friday. Meanwhile, <a href="https://stocktwits.com/symbol/BE">shares of Bloom Energy</a> Corp. (BE), <a href="https://stocktwits.com/symbol/APLD">Applied Digital Corp.</a> (APLD), and <a href="https://stocktwits.com/symbol/CRWV">CoreWeave Inc.</a> (CRWV) also declined on the news, ending the day over 15%, 10%, and 2% lower, respectively.<h2 class="st-heading-2">Site Details</h2>The AI data center campus in Abilene is part of the U.S. government-announced Stargate project, and the 1,000-acre site is under construction even though many sections are functional, as per the report.In July 2025, Oracle (ORCL) and OpenAI had agreed to a development of up to 4.5 gigawatts of additional Stargate capacity at the site, reportedly deploying Nvidia’s chips. While that deal is still on track, tentative plans to lease out a larger expansion have been shelved, as per the Bloomberg report.After the expansion deal fell through, developer Crusoe had an opening for a tenant. Nvidia stepped in as a measure to keep its own semiconductors on the expanded data center instead of losing out to Advanced Micro Devices Inc. (AMD), according to the people cited in the report. Additionally, Nvidia had reportedly already paid a $150 million deposit for the site and hence began negotiating the deal to bring Meta on board as a tenant.Meta and Crusoe’s talks over the expanded site usage, while ongoing, could still change, as per the report.<h2 class="st-heading-2">Strained Relations</h2>Meanwhile, Oracle and Crusoe’s relationship has also been reportedly fraught over reliability at the site. Bloomberg said that people familiar with the matter had stated that earlier this year, many data center buildings went offline for days on end after winter impacted multiple liquid cooling machinery.However, both companies reportedly told Bloomberg that their relationship was solid and Oracle’s leased data center site was progressing quickly.“We are very proud of our relationship and our progress in bringing capacity online,” Oracle reportedly said in a statement.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ORCL">ORCL shares</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours amid ‘low’ message volumes. The ticker was trending on the top position on the platform at the time of writing.Meanwhile, retail sentiment around META shares was in the ‘bearish’ territory amid ‘low’ message volumes.ORCL shares have declined more than 21% this year, while <a href="https://stocktwits.com/symbol/META">META shares</a> have fallen about 0.8% in the same period. Meanwhile, <a href="https://stocktwits.com/symbol/NVDA">NVDA shares </a>have lost about 5% of their value this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/google-to-reportedly-continue-anthropic-deployment-for-non-defense-clients/cZdLaAvRI4e">Google To Reportedly Continue Anthropic Deployment For Non-Defense Clients</a>

The Oracle logo is displayed on a mobile phone with the company's branding seen in the background in this photo illustration.

Oracle, OpenAI Scrap Texas AI Data Center Expansion Plans; Meta Eyes Site: Report

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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

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Meta is reportedly in discussions to lease the large Abilene AI data center site after Oracle and OpenAI scrapped their expansion plans, signaling Meta's continued aggressive AI infrastructure buildout.

The company faces escalating privacy concerns and potential class-action lawsuits over its smart glasses after reports surfaced of sensitive user footage being reviewed by human contractors.

Investors are navigating extreme price swings and mixed sentiment for the stock, with traders actively buying dips and betting on breakouts from key support and resistance levels.

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