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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 (HIMS) is captivating investors following reports of a strategic partnership with Novo Nordisk to distribute GLP-1 weight-loss drugs, effectively resolving their prior legal dispute. This news has ignited a fervent community discussion predicting a significant short squeeze, given the stock's high short interest, though some analysts debate the long-term margin implications of the collaboration.

Volatility Shares Trust - 1x Short VIX Futures ETF

Volatility Shares 1x Short VIX Futures ETF

SVIX is trending as the community actively buys this inverse volatility ETF, anticipating a 'VIX crush' and a return to lower market volatility following recent spikes. Traders are widely shorting VIX spikes with SVIX, believing its price will benefit as VIX futures eventually revert to lower, more stable levels amidst ongoing geopolitical and economic uncertainty.

BlackRock, Inc. engages in the provision of investment, advisory and risk management solutions. Its products include single-asset and multi-asset portfolios. The company was founded by Laurence Douglas Fink in 1988 and is headquartered in New York, NY.

Blackrock Inc.

BlackRock is trending as the firm limited withdrawals from one of its private credit funds following significant redemption requests, intensifying concerns among the community about potential systemic issues and the broader health of the illiquid private credit sector.

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

The departure of a key FDA official, widely seen as a significant barrier, is driving intense bullish sentiment and expectations for accelerated approval of Capricor's Duchenne Muscular Dystrophy therapy, Deramiocel. This, combined with high anticipation for next week's late-breaking Phase 3 data presentation, has the community discussing a potential short squeeze and rapid regulatory decision.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending after its strong earnings report and optimistic future guidance, driven by robust demand in AI infrastructure and data center spending, sparking bullish sentiment among analysts and investors. However, community discussions also reflect skepticism regarding the sustainability of gains, especially after its non-inclusion in the S&P 500, echoing past post-earnings price volatility.

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 (QURE) is experiencing a massive surge amid community speculation that the impending departure of a key FDA official will pave the way for a more favorable regulatory path for its Huntington's disease gene therapy, igniting a sharp divide between bullish price targets and skeptical calls for caution given prior FDA setbacks for the program.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is trending following an analyst upgrade, strong financial results, and S&P 400 inclusion, igniting fervent investor discussion contrasting its high valuation against a robust growth trajectory and aggressive expansion plans, while others eye potential overvaluation.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent Corp. is a major talking point as NVIDIA commits a $2 billion investment to secure its optical networking and laser supply for next-gen AI infrastructure, signaling a critical industry shift towards light-based data transmission. This strategic funding, alongside its S&P 500 inclusion, highlights the company's pivotal role in addressing the 'photonics bottleneck' for AI data centers, driving strong investor sentiment and upward revisions from analysts.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is trending after reporting strong Q2 earnings and January sales, with notable growth in membership and digital commerce, leading to community discussion on its premium valuation amidst consistent performance and speculation about potential stock splits.

Rithm Capital Corp. engages in the provision of real estate, credit, and financial services. It operates through the following segments: Origination and Servicing, Investment Portfolio, Residential Transitional Lending, Asset Management, and Corporate. The Origination and Servicing segment includes residential mortgage loans underlying mortgage servicing right assets as well as those sub-service for third parties. The Investment Portfolio segment consists of residential mortgage loans, SFR properties, consumer loans, Non-Agency RMBS, Excess MSRs and servicer advance investments. The Residential Transitional Lending segment competes for both experienced sponsors, including developers and investors in residential real estate, and attractive lending opportunities based on several factors. The Asset Management segment focuses on the wholly owned subsidiaries, Sculptor, and RCM Manager. The company was founded on September 26, 2011 and is headquartered in New York, NY.

Rithm Capital Corporation

Rithm Capital (RITM) is trending after reporting a strong Q4 earnings beat and highlighting strategic progress in its transition to a diversified global alternative asset manager. The community is actively discussing RITM's significant undervaluation and the potential for a C-Corp conversion or NewRez spin-off to unlock substantial shareholder value, alongside anticipation of its upcoming S&P SmallCap 600 inclusion.

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<ul class="summary-bullets"><li>Trump said the meeting included CEOs of top U.S. defense companies, including Boeing, Honeywell, Lockheed Martin, and Northrop Grumman, among others.&nbsp;</li><li>As per Trump, expansion had begun three months before the meeting, and many of the manufacturing facilities for the weapons were already under way.&nbsp;</li><li>Meanwhile, Mohamed El-Erian, Chief Economic Advisor at Allianz, warned that the longer the U.S.-Israel-Iran war stretched out, the greater the risk would be to the global economy.</li></ul>Shares of major defense companies edged higher on Friday after U.S. President Donald Trump said that the largest companies have agreed to quadruple production of “exquisite class” weaponry amid the ongoing war against Iran.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116184185735585906">post</a> on Truth Social, Trump said that he had just concluded a meeting with the chief executive officers of <a href="https://stocktwits.com/symbol/BAESY">BAE Systems</a> (BAESY), <a href="https://stocktwits.com/symbol/BA">Boeing Co.</a> (BA), <a href="https://stocktwits.com/symbol/hon">Honeywell International Inc.</a> (HON), <a href="https://stocktwits.com/symbol/lhx">L3Harris Technologies Inc.</a> (LHX), <a href="https://stocktwits.com/symbol/lmt">Lockheed Martin Corp.</a> (LMT), <a href="https://stocktwits.com/symbol/noc">Northrop Grumman Corp.</a> (NOC), and <a href="https://stocktwits.com/symbol/ray">Raytheon Holding</a> (RAY) to discuss weapons production and schedules.Shares of HON were up 0.15% in Friday’s after-market hours, while shares of LHX and LMT climbed 0.9% and 0.45% higher. NOC stock was up 0.28% in extended trading hours at the time of writing.“We just concluded a very good meeting with the largest U.S. Defense Manufacturing Companies where we discussed Production and Production Schedules. They have agreed to quadruple Production of the “Exquisite Class” Weaponry in that we want to reach, as rapidly as possible, the highest levels of quantity,” Trump said.<h2 class="st-heading-2">Additional Details</h2>As per Trump, expansion had begun three months before the meeting, and many of the manufacturing facilities for the weapons were already under way.“We have a virtually unlimited supply of Medium and Upper Medium Grade Munitions, which we are using, as an example, in Iran, and recently used in Venezuela,” he said. “Regardless, however, we have also increased Orders at these levels,” he added.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_07_at_3_31_42_AM_png_3cfe8f9ebc.webp" alt="Screenshot 2026-03-07 at 3.31.42 AM.png" width="1081" height="1022"></figure>&nbsp;Trump also said that another meeting with the defense companies was scheduled in the next two months.<h2 class="st-heading-2">Expert Commentary</h2>Meanwhile, Mohamed El-Erian, Chief Economic Advisor at Allianz, warned in a post on X on Friday that the longer the U.S.-Israel-Iran war stretched out, the greater the risk would be to the global economy, especially in terms of production systems and supply-chain issues.“Some production systems and certain cross-border supply chains do not handle ‘sudden stops’ well. IF they continue to shut down, and it is an if, their eventual restart would likely be neither quick nor smooth,” he said.In an earlier post from the day, El-Erian had warned that immediate pressures from the war would be on surging energy prices, and rising mortgage rates, eventually leading to broader price increases from supply-side disruptions and eventual "cost-push" inflation.<img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_07_at_3_32_26_AM_png_6f0404db0e.webp" alt="Screenshot 2026-03-07 at 3.32.26 AM.png">The war with Iran has now entered its seventh day, leading to higher oil prices and volatility in stock markets. U.S. equities ended the day lower on Friday, with the <a href="https://stocktwits.com/symbol/spy">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, closing down by 1.31%, while the <a href="https://stocktwits.com/symbol/dia">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) was down 0.96% at close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/us-customs-agency-says-it-cannot-comply-with-court-order-to-refund-trump-duties/cZdLEZZRIEC">US Customs Agency Says It ‘Is Not Able To Comply’ With Court Order To Refund Trump Duties</a>

U.S. President Donald Trump speaks in the Oval Office at the White House on May 20, 2025. Trump announced his plans for the "Golden Dome," a national ballistic and cruise missile defense system. (Photo by Chip Somodevilla/Getty Images)

Trump Says Boeing, Lockheed Martin, Raytheon, Others To Quadruple Advanced Weapons Output Amid Iran War

Shares of major defense companies edged higher on Friday after U.S. President Donald Trump made the announcement on Truth Social. 

Equity

A Look Into Northrop Grumman Inc's Price Over Earnings

Embraer's Fourth-Quarter Earnings and Revenues Surpass Estimates

EMBJ beats Q4 estimates with $2.65 billion in revenues and strong jet deliveries as defense, executive aviation and services growth help lift the backlog to $31.6 billion.

Northrop Grumman Secures a $225M Contract to Aid E-130J Program

NOC wins a $225.1M Naval Air Systems Command contract to develop training materials for the E-130J program, boosting its position in the growing military training market.

Orion Porfolio Solutions LLC Has $13.47 Million Stake in Northrop Grumman Corporation $NOC

Orion Porfolio Solutions LLC grew its stake in shares of Northrop Grumman Corporation (NYSE:NOC - Free Report) by 25.3% in the third quarter, according to its most recent disclosure with the SEC. The...

Aptus Capital Advisors LLC Has $29.31 Million Stock Position in Northrop Grumman Corporation $NOC

Aptus Capital Advisors LLC boosted its holdings in Northrop Grumman Corporation (NYSE:NOC - Free Report) by 6.4% during the third quarter, according to the company in its most recent filing with the...

Northrop Grumman Corporation (NYSE:NOC) Given Consensus Recommendation of "Moderate Buy" by Brokerages

Shares of Northrop Grumman Corporation (NYSE:NOC - Get Free Report) have been given an average rating of "Moderate Buy" by the twenty-one ratings firms that are presently covering the stock...

JPMorgan has a surprising message about markets and war

War headlines have a way of sending investors running for the exits. Oil spikes, markets sell off, and the panic feels entirely rational in the moment.But JPMorgan has a message that might surprise...

China's Heavy Rare Earth Alloys Influence over West's Industrial Security Supply Chain

China's Heavy Rare Earth Alloys Influence over West's Industrial Security Supply Chain China's Heavy Rare Earth Alloys Influence over West's Industrial Security Supply Chain PR Newswire NEW YORK...

Cambria Investment Management L.P. Makes New $1.30 Million Investment in Northrop Grumman Corporation $NOC

Cambria Investment Management L.P. acquired a new stake in shares of Northrop Grumman Corporation (NYSE:NOC - Free Report) during the 3rd quarter, according to its most recent disclosure with the...

Northrop Grumman Corp. engages in the provision of advanced aircraft systems. It operates through the following segments: Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. The Aeronautics Systems segment is involved in the design, development, production, integration, sustainment, and modernization of advanced aircraft systems for the U.S. Air Force, the U.S. Navy, other U.S. government agencies, and international customers. The Defense Systems segment includes integrated battle management systems, weapons systems and aircraft, and mission systems sustainment and modernization. The Mission Systems segment offers advanced mission solutions and multifunction systems, primarily for the U.S. defense and intelligence community, and international customers. The Space Systems segment delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, launch and strategic missile systems for national security, civil government, commercial, and international customers. The company was founded by John K. Northrop, Thomas V. Jones, and Kent Kresa in 1939 and is headquartered in Falls Church, VA.

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