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Avalo Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the treatment of immune dysregulation by developing therapies that target the LIGHT-signaling network. It also focuses on reducing LIGHT levels which can moderate immune dysregulation in many acute and chronic inflammatory disorders. The company was founded by Blake M. Paterson, Isaac Blech, Barbara S. Slusher, and Solomon H. Snyder on January 31, 2011 and is headquartered in Wayne, PA.

Avalo Therapeutics Inc

Avalo Therapeutics is generating significant investor interest driven by high trading volumes, active momentum in its clinical-stage pipeline, and multiple analyst endorsements from firms like Guggenheim and HC Wainwright. Community discussion is focused on the high-stakes Phase 2 LOTUS trial readout expected in 2026 and ongoing debates regarding the company's financial risk profile versus the potential upside of its immunology platform.

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 currently trending as investors monitor its resilience amid macroeconomic volatility and ongoing debates surrounding the impact of potential tariff refunds on retail pricing. The community remains focused on Costco's defensive strengths, with frequent discussions centered on its robust membership renewal rates, traffic growth, and valuation relative to the broader consumer staples sector.

Algorand is a scalable, secure, and decentralized digital currency and smart contract platform. Its protocol uses a variation of Proof-of-Stake (PoS) called Pure PoS (PPoS) to secure the network and reach consensus on block production. Developers can build decentralized applications (dApps) using familiar programming languages, including Python, which Algorand supports natively. Its infrastructure enables various use cases, including payment systems, digital identity solutions, supply-chain tracking, and financial services. The protocol's architecture allows for tokenization of assets and the development of smart contracts, while its technical specifications support both retail users seeking basic transaction capabilities and enterprises requiring more, complex, blockchain solutions.

Algorand

Algorand is currently a major focal point for traders due to its recent surge in social media volume and discussion surrounding its post-quantum security features. Community members remain polarized, with many debating the impact of institutional-grade infrastructure upgrades and potential regulatory shifts while long-term holders focus on accumulation during significant price volatility.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

Zebec Network is trending as the community speculates on a major upcoming partnership announcement, with many pointing to a connection with Stellar or a potential collaboration with Ripple/XRP at an upcoming industry event. Investors are actively debating the project's long-term utility in global payroll and real-world adoption, balancing high-conviction sentiment against skepticism regarding its price performance and market volatility.

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF is capturing investor attention as they rotate toward defensive, value-oriented positions amidst broader market volatility. The community is actively debating the fund's resilience, with many investors maintaining a long-term 'buy and hold' strategy despite recent stagnant performance, while others monitor the ETF's sector diversification and dividend growth potential as a reliable hedge.

Clene, Inc. is a clinical-stage biopharmaceutical company, which focuses on the discovery, development, and commercialization of novel clean-surfaced nanotechnology therapeutics. It offers a nanotechnology drug platform for the development of a new class of orally administered neurotherapeutic drugs. The company was founded in 2013 and is headquartered in Salt Lake City, UT.

Clene Inc

Clene Inc. is trending as the community eagerly awaits definitive biomarker data and regulatory updates regarding an accelerated approval pathway for its ALS candidate, CNM-Au8. Investors are closely monitoring upcoming conference presentations and regulatory milestones, balancing high-conviction long-term sentiment against volatility driven by short interest and recent insider selling activity.

BtcUSD is a completely decentralized stablecoin issued and managed by BTCFi, a platform where users can deposit Bitcoin of various formats to use as collaterals. BtcUSD offers Bitcoin holders the opportunity to generate additional yields with their Bitcoin positions through DeFi usage.

Bitcoin USD (BTCFi)

Bitcoin is experiencing heightened volatility and intense community debate as it tests critical support levels around 60k-65k, with traders closely monitoring technical formations like bear flags and head-and-shoulders patterns. While some bulls are looking for a reclaim of key resistance zones to trigger a long-term uptrend, many participants remain cautious, pointing to equity market weakness and potential liquidity risks that could lead to further downside tests.

The Internet Computer is a decentralized cloud blockchain designed to run applications, websites, and backend systems fully on-chain. Its architecture provides robust security, resilience, and built-in multi-chain support.  A key focus of the network is enabling a “self-writing cloud,” where AI tools allow users generate applications through natural-language instructions.  Developers and users can experiment with the platform using AI app-generation tools like caffeine.ai or by writing serverless code directly through online IDEs such as icp.ninja.  The ICP token is used to pay for computation (through a burn-based model) and to participate in network governance through staking.

Internet Computer

Internet Computer (ICP) is currently a focal point for the community due to major structural updates like Mission 70aimed at reducing token inflationand increasing adoption through sovereign subnets in regions like Switzerland and Pakistan. While some users remain skeptical due to historical volatility and the project's long-term performance, many community members are highlighting the real-world utility of platforms like Caffeine.ai and the growing number of canisters as indicators that the network's fundamentals are strengthening for a future recovery.

Provides investment banking, securities and asset management services

Goldman Sachs Group, Inc.

Goldman Sachs is capturing significant attention as the firm integrates advanced AI models to automate compliance roles, while simultaneously navigating heightened market scrutiny over its past ties to Jeffrey Epstein and recent leadership resignations. The stock is experiencing intense volatility as investors weigh these corporate headwinds against the firm's strategic expansion into private credit and asset management.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the B&W segment. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox (BW) is experiencing significant momentum following a major $2.4 billion power infrastructure contract, with community discussions largely focused on its role in providing essential energy solutions for AI data centers. The stock is a primary focal point for investors tracking related holdings like B. Riley (RILY) and Applied Digital (APLD), as participants debate the impact of institutional backing and the potential for a long-term valuation re-rating.

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Nifty 50

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Reliance Industries Ltd.

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<ul class="summary-bullets"><li>According to Fink, military procurement programs in the U.S. and Europe are increasingly driven by strategic planning rather than active wars.</li><li>He told Stocktwits that drone applications are expanding beyond defense into areas such as disaster response, firefighting, and border security.</li><li>He also noted that the definition of a “drone” is expanding well beyond aerial vehicles, with systems now spanning land, sea, and underwater environments.</li></ul>Swarmer (SWMR) CEO Alex Fink told Stocktwits that demand for drone software is unlikely to peter down even if the U.S.-Iran war or the Russia-Ukraine conflict gets resolved.“There are quite a few hot zones around the world,” Fink told Stocktwits in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=cueYeP1axb8">exclusive interview</a> with Michele Steele, noting that some are less visible but still active. “Unfortunately, but that means that the demand for this, I don't believe, is going away anytime soon.&nbsp;<a href="https://stocktwits.com/symbol/SWMR/">SWMR’s stock</a> rose over 2.5% in pre-market trade on Thursday morning, even as the broader market trended lower after President Donald&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-falls-below-67-after-oil-spikes-trump-iran-warning-rattles-risk-assets/cZ7xFXXRI8G">Trump’s speech</a>, where he vowed to hit Iran “extremely hard” in the coming weeks. Retail sentiment around the company remained in ‘bearish’ territory on Stocktwits over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_02_075824_png_d6462757e1.webp" alt="Screenshot 2026-04-02 075824.png" width="1273" height="163"><figcaption>SWMR retail sentiment and message volume on April 2 as of 7:30 a.m. ET | Source: Stocktwits</figcaption></figure>The drone software maker, founded in 2023 with early backing from a fund created by former Google CEO Eric Schmidt, had its first combat deployment in Ukraine by April 2024. Since then, Fink has claimed that Swarmer has flown more than 100,000 missions across multiple hardware types.<h2 class="st-heading-2">Drone Demand Extends Beyond Active Conflict Zones</h2>Fink said that drone demand is increasingly being driven by long-term military planning rather than short-term battlefield needs. “Even as the conflict might end in a particular region, countries that have observed it still need to stock up,” he said.The Swarmer CEO stated new procurement programs in Europe and the U.S., including initiatives focused on drone dominance, are being developed independently of specific conflicts.&nbsp;He also noted that the range of drone applications continues to expand beyond combat. Fink pointed to potential use cases in disaster response, firefighting, and border security, though he noted that current demand is heavily concentrated in defense. “Obviously, we don't have the capacity right now to look at all of these because there's overwhelming demand from one particular sector,” Fink told Stocktwits.&nbsp;<h2 class="st-heading-2">What Counts As A ‘Drone’ Is Changing</h2>Fink stated that the definition of a “drone” is expanding well beyond aerial vehicles, with systems now spanning land, sea, and underwater environments. “All of these, from our perspective, are drones because you can control them remotely and you can make them interoperable with other types of drones, even if they're not what people imagine a drone to be,” Fink said.&nbsp;Swarmer’s stock has more than quadrupled since its Nasdaq debut in mid-March but has fallen nearly 30% from its record high of over $65.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/the-man-who-predicted-the-iran-strikes-says-markets-fall-another-18-percent/cZ7H8hMRIFc">EXCLUSIVE: The Man Who Predicted The Oil Shock, Iran Strikes Says Markets Could Fall Another 18%</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Swarmer logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

EXCLUSIVE: Swarmer CEO Says Drone Demand Will Outlast US-Iran War, Other Global Conflicts

Swarmer CEO Alex Fink told Stocktwits that countries will continue to build drone inventories after conflicts, supporting long-term demand.

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<ul class="summary-bullets"><li>In an interview with Stocktwits, Swarmer CEO Alex Fink said that the company is more like Microsoft, while competitors Anduril and Shield AI are building vertically integrated systems that mimic Apple’s approach to the PC market.</li><li>Fink believes the market could end up divided between these two models, but said he cannot predict to what extent.</li><li>He added that lower-cost drones, particularly in Ukraine, are enabling Swarmer to scale deployments and gather more operational data, giving a competitive edge.</li></ul>Swarmer (SWMR) CEO Alex Fink believes the emerging drone software market is shaping up like the personal computer wars of the 1980s, with competing business models that could define the industry’s long-term structure.“We are definitely choosing the Microsoft model,” Fink told Stocktwits in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=cueYeP1axb8">exclusive interview</a> with Michele Steele. He compared Swarmer’s approach to Microsoft, which built software that could run across a wide range of hardware. In contrast, he said companies like Anduril Industries and Shield AI resemble Apple, with vertically integrated systems that combine hardware, software, and autonomy into a single stack.<blockquote>“I think the market could end up being divided in some way between these two models. I cannot predict to what extent.” – Alex Fink, CEO, Swarmer&nbsp;</blockquote><h2 class="st-heading-2">Two Competing Models Emerge In Drone Software</h2>Fink outlined two broad categories of competitors. On one side are vendor-agnostic software firms, like Swarmer, that aim to operate across multiple drone platforms. Many of these companies remain relatively unknown and are still in early development stages, often limited to testing environments within the U.S.“We think we are ahead,” Fink said, pointing to Swarmer’s traction in real-world deployments, particularly overseas.On the other side are larger, well-capitalized players building vertically integrated systems. These companies control hardware, operating systems, and autonomy layers, offering a tightly coupled product but limiting flexibility across different platforms.<h2 class="st-heading-2">Cost And Scale Drive Adoption In Conflict Zones</h2>Fink said cost remains a critical differentiator, especially in active conflict zones like Ukraine. Vertically integrated systems, often built in the U.S., tend to be more expensive, which can limit large-scale deployment in cost-sensitive environments. “We can run with most of them,” he told Stocktwits, adding that this flexibility allows Swarmer to scale faster and gather more operational data.&nbsp;By contrast, Swarmer’s software is designed to run on lower-cost drones, including those manufactured locally in Ukraine. The country alone has more than 500 drone manufacturers, according to Fink, creating a highly fragmented hardware landscape. “That said, they are getting some traction,” he stated.He added that publicly listed giants like Lockheed Martin and RTX (RTX) are ‘<a href="https://stocktwits.com/news-articles/markets/equity/swarmer-ceo-says-lockheed-martin-rtx-unlikely-to-win-drone-software-race/cZER8Z4RINT">unlikely</a>’ to win the drone software race for the same reason.&nbsp;<a href="https://stocktwits.com/symbol/SWMR/">SWMR’s stock</a> rose nearly 9% in midday trade on Monday, while retail sentiment on Stocktwits around the company trended in ‘bearish’ territory and chatter remained at ‘extremely low’ levels over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_30_133619_png_1b464c24ae.webp" alt="Screenshot 2026-03-30 133619.png" width="1281" height="154"><figcaption>SWMR retail sentiment and message volume on March 30 as of 1:30 p.m. ET | Source: Stocktwits</figcaption></figure>Swarmer currently has a market capitalization of under $500 million and a contracted backlog of $16.3 million.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/swarmer-ceo-says-lockheed-martin-rtx-unlikely-to-win-drone-software-race/cZER8Z4RINT">EXCLUSIVE: Swarmer CEO Says Lockheed Martin, RTX ‘Unlikely’ To Win Drone Software Race</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Microsoft XP, Apple Mac with an Intel chip, 6 April 2006. AFR Photo Illustration by KARL HILZINGER. (Photo by Fairfax Media via Getty Images)

EXCLUSIVE: Swarmer CEO Compares Drone Software Battle To Microsoft-Apple PC Wars 

Swarmer CEO Alex Fink told Stocktwits that the company is more like Microsoft with a vendor-agnostic approach that allows its software to run across multiple drone hardware platforms.

EXCLUSIVE: Swarmer CEO Compares Drone Software Battle To Microsoft-Apple PC Wars

Swarmer CEO Alex Fink told Stocktwits that the company is more like Microsoft with a vendor-agnostic approach that allows its software to run across multiple drone hardware platforms.


<ul class="summary-bullets"><li>CEO Alex Fink told Stocktwits that the “flywheel of success” lay in data collection and AI model improvement, making it the company's key competitive advantage over others.&nbsp;</li><li>He also identified Swarmer’s vendor-agnostic model, designed to work across multiple hardware platforms, as a competitive edge.&nbsp;</li><li>Swarmer currently has a market capitalization of under $500 million and a contracted backlog of $16.3 million.</li></ul>Drone software company Swarmer (SWMR) CEO Alex Fink stated on Thursday that large defense companies are “unlikely” to match the same drone software stack being developed by smaller, specialized players like itself."I think it's somewhat unlikely,” Fink told Stocktwits in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=cueYeP1axb8">exclusive interview</a> with Michele Steele, when asked if the legacy defense giants like Lockheed Martin (LMT) and RTX (RTX) could simply build their own version of Swarmer’s autonomous drone swarming software. The company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/swarmer-ipo-stock-surge-drone-war-demand-ceo/cZ3eHwKRIX6">went public</a> last week, and SWMR’s stock has more than quadrupled since then.&nbsp;“In general, this is a paradigm shift. Large companies are historically not very good at creating paradigm-shifting technologies,” Fink said. “They're good at iterating on what they already have. Paradigm-shifting technologies tend to come from upstarts.”&nbsp;<a href="https://stocktwits.com/symbol/SWMR/">SWMR’s stock</a> was up over 4.5% in pre-market trade on Monday, while retail sentiment on Stocktwits around the company trended in ‘bearish’ territory and chatter remained at ‘extremely low’ levels over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_30_082417_png_2441e4d321.webp" alt="Screenshot 2026-03-30 082417.png" width="1263" height="149"><figcaption>SWMR retail sentiment and message volume on March 30 as of 8:30 a.m. ET | Source: Stocktwits</figcaption></figure>Swarmer currently has a market capitalization of under $500 million and a contracted backlog of $16.3 million. By comparison, Lockheed Martin is valued at roughly $143 billion, while RTX has a market capitalization of nearly $261 billion.&nbsp;<a href="https://stocktwits.com/symbol/RTX">RTX’s stock</a> edged 0.3% higher in pre-market trade, and&nbsp;<a href="https://stocktwits.com/symbol/LMT">LMT’s stock</a> moved 0.4% higher.&nbsp;<h2 class="st-heading-2">What Is Swarmer’s Competitive Advantage?</h2>Fink said Swarmer’s long-term advantage lies in its ability to collect and refine data tied to real-world deployments, particularly as artificial intelligence becomes a core component of modern defense systems.According to him, this creates a self-reinforcing cycle. Systems that perform well in the field generate more data, which in turn improves performance and increases the likelihood of further deployment.“You deploy in real combat, you gather more data. There's a flywheel of success here where the people who are ahead early on typically stay ahead as long as they keep pushing,” he said.<h2 class="st-heading-2">Fink Says Interoperability Strategy Challenges Industry Norms</h2>Fink also pointed to interoperability as another key differentiator. He stated that Swarmer’s software is designed to work across a wide range of hardware systems rather than being tied to a single vendor.“If we're able to support many different types of hardware and unify them into groups that can work with each other without having to do anything because we did all the work, then I think that gives us certain protection,” he said.&nbsp;Fink added that the approach contrasts with traditional defense models, in which companies often build vertically integrated systems that lock customers into their own ecosystems or into approved partners.“We are betting on this vendor-agnostic interoperable model. We'll see how that works out,” he added.<h2 class="st-heading-2">What Does Swarmer Do?</h2>Swarmer doesn't&nbsp;manufacture drones, but&nbsp;makes the software that lets one operator control dozens or hundreds of them simultaneously. The company was incorporated in May 2023, received early backing from a fund created by former Google CEO Eric Schmidt, and had its first combat deployment in Ukraine by April 2024. Since then, it claims to have flown more than 100,000 missions on multiple hardware types.Despite that momentum, established defense contractors retain structural advantages. The U.S. military has historically favored vendors with established compliance frameworks, security clearances, and balance sheets that can survive a five-year program delay.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/robinhood-ventures-eyes-openai-other-highly-valued-companies-for-fund/cZdLBqORI4E">Exclusive: Robinhood Ventures Eyes OpenAI, Other 'Highly Valued' Companies For New Fund</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

EXCLUSIVE: Swarmer CEO Says Legacy Defense 'Unlikely' To Match Upstarts In Drone Software Race

Swarmer CEO Alex Fink told Stocktwits that legacy defense companies are unlikely to out-innovate upstarts in autonomous drone software for two reasons.

<ul class="summary-bullets"><li>One Stop Systems reported a net profit for the second quarter in a row, while Q4 sales jumped 70%.</li><li>The company divested its industrial hardware distribution and integration business, Bressner Technology, in the quarter.</li><li>Retail sentiment for OSS on Stocktwits turned ‘bullish.’</li></ul>One Stop Systems (OSS) extended its rally on Wednesday, climbing 5% after posting a profit and record margins, underscoring that its pivot toward the defense market is paying off. OSS shares gained 0.4% in overnight trading.One Stop Systems, which specializes in rugged GPU servers and flash storage systems built for battlefield environments, has recently come onto investors’ radar as the U.S. conflict with Iran and heightened military activity in regions such as Venezuela drive renewed interest in defense-linked suppliers.The company’s hardware is used in combat vehicles, naval systems, and sensor-processing platforms.“We are seeing robust demand across our defense and commercial markets... Our defense and national security opportunities continue to grow as our ruggedized AI compute platforms gain traction across additional military programs and autonomous systems." CEO Mike Knowles said in a statement.<h2 class="st-heading-2">OSS Reports Second Profitable Quarter</h2>One Stop Systems’ fourth-quarter revenue surged 70% to $12 million, according to results published on Wednesday. It posted a net profit of $2 million, compared to a net loss of $3.4 million in the year-ago quarter, while gross margins increased to a record 49.6% from 2.5%.In the quarter, the company sold off its industrial hardware distribution and integration business, Bressner Technology.&nbsp;“We believe these results capped off a transformative year and enabled the opportunistic $22.4 million sale of Bressner in December, which helped to streamline our business, strengthen our balance sheet, and allow us to focus on higher-margin, higher-growth opportunities within our core-rugged Enterprise-Class compute markets,” Knowles said.<h2 class="st-heading-2">Retail View On OSS</h2>On Stocktwits, retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/OSS">OSS</a> shifted to ‘bullish’ from ‘neutral,’ with an over 230% rise in 24-hour message volume.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_19_at_12_44_07_PM_png_cd55bd955a.webp" alt="Screenshot 2026-03-19 at 12.44.07 PM.png" width="631" height="84"><figcaption>OSS sentiment and message volume as of March 19 | Source: Stocktwits</figcaption></figure>Some users, however, expressed concern that the stock is susceptible to manipulation from large investors given its&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/scotchyboy/message/647871838">low float</a>. Meanwhile, Alliance Global raised its price target on the stock to $13 from $9, and kept a ‘Buy’ rating.&nbsp;Last month, One Stop Systems&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oss-stock-surges-today-what-is-fueling-the-rally/cZRk2BHR4DI">bagged</a> $10.5 worth of contracts from the U.S. Navy and a major U.S.-based defense contractor, and drove shares higher. The stock is up 57% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/figma-shares-plunge-after-google-revamps-ai-design-tool-stitch/cZ3aJvqRIWZ">Figma Shares Plunge After Google Revamps AI Design Tool Stitch</a>

In this photo illustration, the One Stop Systems (OSS) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

OSS Stock Extends Rally To Third Day As Defense Contracts, $22M Divestiture Drive Profitability, Record Margins

A shift to the defense market has proved a boon for the AI servers company, its fourth-quarter results show.

Why This Micro-Cap AI Defense Play Has Extended Rally For Third Session

A shift to the defense market has proved a boon for the AI servers company, its fourth-quarter results show.


Defense ETFs to Rally as Geopolitical Tensions Show No Signs of Cooling

Defense ETFs gain appeal as geopolitical tensions and rising global military spending boost the sector's outlook and reinforce a long-term rearmament trend.

<ul class="summary-bullets"><li>Karp said new technology enables militaries to operate with greater precision, speed, and coordination across domains.</li><li>He noted that Palantir’s products can convert existing systems into modernized networks.&nbsp;</li><li>The Palantir CEO also underscored the United States’ central role in advancing AI technology.</li></ul>Palantir Technologies Inc. CEO Alex Karp highlighted the transformative role of the company's AI platforms in modern warfare, particularly in the United States' war against Iran in the Middle East.&nbsp;During an interview with CNBC on Thursday, he emphasized that technology improvements allow military forces to operate with unprecedented precision, speed, and coordination across multiple domains.&nbsp;<h2 class="st-heading-2">Enhanced Targeting And Coordination</h2>Karp explained that tools like Palantir’s (PLTR) Project Maven form an important part of these capabilities.<blockquote>“The fact that you can now target more precisely, quickly, and accurately, and organize the total power of our fleet and resources and bring it to bear against adversaries has shifted the way war is fought, and I have read that Palantir’s project maven is the core backbone of that.”-Alex Karp, CEO, Palantir</blockquote><a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> traded 1% higher by Thursday mid-morning. On Stocktwits, retail sentiment around the stock flipped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;He added that if Palantir’s products help carry out more precise operations with clear objectives, the company’s defense opportunity could grow beyond replacing old software to supporting missions that were previously considered too risky.“The most important thing is our adversaries and enemies are witnessing an ability to fight that they don’t have,” added Karp.&nbsp;<h2 class="st-heading-2">Palantir Helps Build a Connected Infrastructure&nbsp;</h2>Karp pointed out that Palantir’s platforms can coordinate complex infrastructure in commercial and government settings, linking hospitals, aircraft, engines, and missile systems. The AI-driven approach transforms existing systems into integrated, modernized networks capable of rapid response and efficient resource management.He underscored the United States’ central role in advancing AI technology, emphasizing that American innovation is shaping both defense and commercial sectors. “America is the center of the AI revolution,” he said, highlighting the growing global influence of Palantir’s platforms in strategic operations.PLTR stock gained over 84% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sls-stock-in-spotlight-first-aml-patient-enrolled-in-phase-2-leukemia-trial/cZduE6RRI9L">SLS Stock In Spotlight: First AML Patient Enrolled In Phase 2 Leukemia Trial</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Palantir Co-founder and CEO Alex Karp speaks onstage during the 2025 New York Times Dealbook Summit at Jazz at Lincoln Center.

Palantir CEO Alex Karp Highlights Faster, More Precise Warfare Enabled By AI Platforms Against Iran

Karp explained that tools like Palantir’s Project Maven form an important part of a more advanced defense capabilities.

<ul class="summary-bullets"><li>The company also reported adjusted loss per share of $2.05, while consensus estimates reported an expectation of loss per share of $0.36.&nbsp;</li><li>The company also said that it had a record year-end total backlog of $265.6 million in 2025, a 33% increase over the prior year.&nbsp;</li><li>Voyager said that it expects total revenue for 2026 to be in the range of $225 million to $255 million, a 35% to 53% year-over-year growth.</li></ul>Shares of Voyager Technologies, Inc. (VOYG) slipped 2% in Monday’s post-market hours after the company reported fourth-quarter (Q4) results that were below Wall Street expectations.The defense and space tech company posted Q4 revenue of $46.7 million, compared with analysts’ estimates of $48.07 million, according to data from Fiscal.ai.The company also reported adjusted loss per share of $2.05, while consensus estimates reported an expectation of loss per share of $0.36.<h2 class="st-heading-2">Other Details</h2>Meanwhile, Voyager said that it expects total revenue for 2026 to be in the range of $225 million to $255 million, a 35% to 53% year-over-year growth. At the midpoint, this is higher than Street expectations of $231.81 million, as per data from Fiscal.ai.The company also said that it had a record year-end total backlog of $265.6 million in 2025, a 33% increase over the prior year.Voyager’s Starlab had also achieved 10 NASA milestones in 2025, with four of these occurring during Q4, taking the total milestones to 31 till date, as per the company. For this, the company had received $56 million in 2025 and $183.2 million till date in cash milestone proceeds.“Demand across defense, national security and space continues to accelerate and we are investing to address that increasing demand,” said CEO Dylan Taylor.“Starlab accomplished meaningful milestones, ending the year with the completion of our commercial Critical Design Review, validating the maturity of the program as we transition to full system procurement and development. With record backlog, enhanced capabilities, and ample liquidity, we are entering 2026 from a position of strength — focused on converting accelerating demand into sustained revenue growth and long-term shareholder value,” he added.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/VOYG">VOYG shares</a> jumped from ‘bullish’ to ‘extremely bullish’ over the past 24 hours amid ‘high’ message volumes.One user appreciated the results, adding that the backlog represents U.S. government defense contracts, not informal agreements.<stembedurl>https://stocktwits.com/zannnn/message/647049051</stembedurl>&nbsp;However, another user pointed out that backlogs are not inventory, adding that they could turn into a “lack of ability” to convert to cash.<stembedurl>https://stocktwits.com/Jysun/message/647048144</stembedurl>Meanwhile, shares of VOYG have declined over 52% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Voyager Technologies logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

VOYG Shares Decline On Double Q4 Miss Despite Record 2025 Backlog

The defense and space tech company posted Q4 revenue of $46.7 million, compared with analysts’ estimates of $48.07 million, according to data from Fiscal.ai. 

<ul class="summary-bullets"><li>Mobix Labs said it will supply components that help protect Gulfstream aircraft electronics from electromagnetic interference.</li><li>Management expects more Gulfstream deals to follow the production purchase orders.</li><li>MOBX shares closed around 533% higher on Tuesday on securing a production order for components used in the U.S. Navy’s Tomahawk cruise missile program.</li></ul>Mobix Labs Inc. (MOBX) generated retail buzz yet again, as the stock gained around 30% on Thursday after the company announced it had received new production purchase orders for electronic components used in Gulfstream aircraft.This follows a massive rally on Tuesday, when <a href="https://stocktwits.com/symbol/MOBX">MOBX shares</a> closed around 533% higher after the company <a href="https://stocktwits.com/news-articles/markets/equity/why-did-mobx-stock-soar-pre-market-today/cZdeW5hRIPI">announced</a> a production order for components used in the U.S. Navy’s Tomahawk cruise missile program.<h2 class="st-heading-2">Mobix To Supply Components To Block Electromagnetic Interference</h2>Mobix Labs said the orders are tied to ongoing aircraft production and will support near-term manufacturing schedules. The components help protect aircraft electronics from electromagnetic interference and ensure operations of systems such as navigation, communications, and avionics.“Mobix Labs is already integrated into Gulfstream aircraft programs, and as aircraft production continues, new orders for our proven high-reliability components typically follow,” said Phil Sansone, CEO of Mobix Labs.Gulfstream aircraft are manufactured by Gulfstream Aerospace, a unit of the NYSE-listed <a href="https://stocktwits.com/symbol/GD">General Dynamics</a> (GD).<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>The stock has been in the spotlight lately, with retail sentiment on Stocktwits remaining ‘extremely bullish’ since the Tomahawk program order on Tuesday. Chatter on the platform has been ‘extremely high’ too.<img src="https://news.stocktwits-cdn.com/MOBX_jpg_06c2794c04.webp" alt="MOBX.jpg">One user believes additional deals may already be in the pipeline.<stembedurl>https://stocktwits.com/Rod92/message/646668865</stembedurl>Another user expects the next parabolic small-cap stock move could come from a low-float defense company like Mobix.<stembedurl>https://stocktwits.com/SpudZone/message/646669829</stembedurl>A bullish user said the stock may see a 10x jump in the short term.<stembedurl>https://stocktwits.com/newsychatter/message/646666832</stembedurl>Around 145 million shares changed hands within half an hour of the opening bell on Thursday, compared to an average volume of around 27 million, according to Stocktwits data.<h2 class="st-heading-2">Mobix’s Defense Push</h2>Mobix Labs has been increasingly expanding its presence in the defense market. The company’s technologies are already used in major military platforms, including the F-22 Raptor fighter jet, Apache helicopters, and missile systems.On Tuesday, the company said it will supply filtering components that protect onboard electronics from electromagnetic interference in the Tomahawk cruise missile, a long-range U.S. military weapon typically launched from Navy ships and submarines.Last month, Mobix Labs received FAA certification for its next-generation drone-based airborne sensing platform.Year-to-date, the stock has gained 280%.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/usa-rare-earth-texas-mineral-73-million-round-top-deal/cZdQrvNRI3d">USA Rare Earth Makes $73 Million Bid For Texas Mineral To Develop Round Top Rare Earth Project</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Mobix Labs logo is seen displayed on a smartphone screen.

This Highly Traded Micro-Cap Electronics Stock Surged 30% Today – Retail Expects 10x Growth

Mobix Labs said it received new production purchase orders for electronic components used in Gulfstream aircraft.

MOBX Stock Jumps 30% Just Days After A Six-Fold Surge – Retail Sees Parabolic Run

<ul class="summary-bullets"><li>Under the licensing agreement, America First Defense will further develop and commercialize the technology.&nbsp;</li><li>America First Defense products include counter-drone systems and a biomimetic soft robotics platform.</li><li>Last month, Gaxos.ai partnered with ByteDance’s unit to gain preferred pricing and early access to BytePlus’ advanced video generation models.</li></ul>Shares of Gaxos.ai (GXAI) surged more than 50% on Thursday after the company said America First Defense, in which it holds a 20% stake, secured a license for the Detachable Drone Highjacker, a drone-mounted electronic warfare system designed to counter hostile drones.The Detachable Drone Highjacker operates by attaching to a friendly drone to target and neutralize enemy unmanned aircraft systems through cyber operations rather than traditional signal jamming.Under the licensing agreement, America First Defense plans to further develop and commercialize the technology for defense, security, and critical infrastructure protection applications.America First Defense is a technology company developing next-generation security platforms for both air and ground operations. Its products include a counter-drone system that can disable hostile UAVs through targeted cyberattacks without&nbsp;widespread jamming, and a biomimetic soft robotics platform for low-detection ground and subsurface missions.<h2 class="st-heading-2">Gaxos’ Tik-Tok Partnership And AWS Investment</h2>Last month, Gaxos.ai partnered with BytePlus, the enterprise technology unit of ByteDance, the parent company of TikTok, to gain preferred pricing and early access to BytePlus’ advanced video generation models. Gaxos.ai said the collaboration is expected to reduce infrastructure costs, improve scalability, and support stronger margins while boosting monetization through Art-Gen’s subscription and credit-based services.Recently, the company announced that Amazon Web Services (AWS) will fund early development of its AI-powered sales coaching platform, Gaxos Labs, which will provide real-time call transcription, automated insights, and post-call analytics.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>While retail sentiment for <a href="https://stocktwits.com/symbol/GXAI">GXAI</a> on Stocktwits turned ‘extremely bullish’ from ‘bullish’ a day earlier, chatter was mixed.<img src="https://news.stocktwits-cdn.com/GXAI_jpg_fdb00768bc.webp" alt="GXAI.jpg">One user expects the stock to surge to $10 due to the deal.<stembedurl>https://stocktwits.com/mrtallman/message/646689927</stembedurl>Another user said it was just “hype.”<stembedurl>https://stocktwits.com/VinDoesStocks/message/646682517</stembedurl>Year-to-date, the stock has gained 75%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/mobix-labs-mobx-stock-surges-gulfstream-order/cZdQwHURI30">This Highly Traded Micro-Cap Electronics Stock Surged 30% Today – Retail Expects 10x Growth</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Gaxos AI logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Why Did GXAI Stock Surge Over 50% Today?

America First Defense, a company in which Gaxos holds a 20% stake, secured a license for a drone-mounted electronic warfare system.

<ul class="summary-bullets"><li>Fourth-quarter revenue came in at $27.3 million, below Wall Street’s estimates of $33.3 million, according to Fiscal.ai data.</li><li>H.C. Wainwright cut its price target on BigBear.ai to $6 from $8, citing lower sales estimates.</li><li>Cantor Fitzgerald reduced its price target to $5 from $6 and maintained a ‘Neutral’ rating.</li></ul>Shares of BigBear.ai Holdings Inc. (BBAI) were in the spotlight on Tuesday after a wave of bearish brokerage reactions to its fourth-quarter results and fiscal 2026 outlook weighed on investor sentiment.The company reported a 38% fall in fourth-quarter (Q4) revenue to $27.3 million, falling below Wall Street’s estimates of $33.3 million, according to Fiscal.ai data. BigBear.ai said the revenue decline was primarily due to lower volume on Army programs.The company posted a net loss of $5.8 million, or $0.01 per share, compared to consensus estimates of a loss of $0.05 per share.Looking ahead, BigBear.ai expects full-year 2026 revenue between $135 million and $165 million, implying around 17% growth at the midpoint compared with 2025 revenue of $128 million. Shares of <a href="https://stocktwits.com/symbol/BBAI">BigBear.ai Holdings</a> Inc. (BBAI) slid around 8% on Tuesday.<h2 class="st-heading-2">Analyst Cites FY2026 Sales Estimate For Price Cut</h2>H.C. Wainwright cut its price target on BigBear.ai to $6 from $8 and kept a ‘Buy’ rating post the Q4 report, according to The Fly. The firm said recent balance sheet improvements offer greater flexibility to support future growth, but slashed the target due to lower sales estimates.Cantor Fitzgerald reduced its price target on BigBear.ai to $5 from $6 and maintained a ‘Neutral’ rating. The firm noted that while fourth-quarter results were solid, revenue declined 37.7% to $27.3 million, largely due to disruptions in certain Army contracts and broader federal shutdown-related headwinds.Over the last couple of months, BigBear.ai took steps to strengthen its balance sheet by significantly reducing its outstanding convertible debt. In January, the company called for the redemption of its 6.00% convertible senior secured notes due 2029 and said it expects to reduce total note-related debt from about $142 million to roughly $17 million.Separately, BigBear.ai also completed its $250 million cash acquisition of Ask Sage, a generative AI platform for defense and intelligence markets.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits turned ‘extremely bullish’ from ‘bullish’ a day earlier, amid ‘high’ message volumes.However, chatter has been largely bearish, with one user noting deteriorating earnings “despite a backlog that seemed to promise great results.”<stembedurl>https://stocktwits.com/Cerberus_79/message/646398153</stembedurl>Another bearish user expects the stock to “bleed slowly” and fall under $2. It is currently trading around $3.8.<stembedurl>https://stocktwits.com/nostoplosss/message/646397835</stembedurl>The stock has been under heavy selling pressure so far in 2026, slumping more than 32%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/tbph-stock-slumps-theravance-misses-primary-endpoint-phase-3-study/cZdeSXwRIPL">TBPH Stock Slumps 30%, Falls Below 200-DMA For First Time In Over 9 Months As Phase 3 Study Misses Primary Endpoint</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The BigBear.ai Holdings Inc logo appears on a smartphone screen and as a background on a laptop screen in this photo illustration in Athens, Greece.

BBAI Stock Slides 8% – Analyst Flags Soft Sales Estimate, Retail Expects A Further 50% Slump In Share Price

Brokerages cut the stock’s price target after the company reported a 38% decline in fourth-quarter revenue.

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