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UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is seeing significant price action as investors react to the CMS finalizing a Medicare Advantage rate increase for 2027 that exceeded previous, more conservative projections. While many in the community view this as a potential bullish catalyst for a short squeeze and long-term sector stability, others remain cautious, debating whether this relief is sufficient to overcome ongoing regulatory headwinds and broader market volatility.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing intense downward pressure driven by an aggressive JPMorgan downgrade warning of a significant valuation collapse, coupled with investor anxiety regarding potential capital rotation into the upcoming SpaceX IPO. While community debate remains polarized, many participants are focused on the stock's breach of key support levels, with bears highlighting declining delivery metrics and product competition, while bulls remain fixated on long-term AI and robotics narratives as a potential anchor for a recovery.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is currently trending following a major long-term partnership with Google to develop and supply custom Tensor Processing Units and networking components through 2031, alongside an expanded AI compute collaboration with Anthropic. Investors are actively discussing the significance of these multi-year agreements in cementing Broadcom's leadership in the custom ASIC market, with many expressing bullish sentiment regarding the company's long-term revenue visibility and dominant position in AI infrastructure.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is under significant downward pressure following the release of its new TurboQuant memory compression technology, which triggered a sharp sell-off in memory and semiconductor stocks like Micron. Beyond the technical headwinds, sentiment is further dampened by a landmark legal verdict finding the company liable for platform design harms, intensifying regulatory concerns and fears of widespread litigation.

BioLLM

BioLLM is capturing significant attention as a unique neuron-integrated language model that combines AI with living cortical neurons. The community is actively discussing its upcoming App Store debut, the project's rapid development pace, and its potential impact on the intersection of biological computing and artificial intelligence.

$RARI is an ERC-20 token that controls the RARI Foundation treasury and governs the Rarible protocol and RARI Chain. The token was issued in 2020 with a max. supply of 25 million $RARI.

Rarible

Rarible (RARI) is gaining momentum as investors highlight its ultra-low total supply and potential for growth within the DeFi and NFT sectors. The community is actively discussing the token's scarcity and the possibility of a significant price breakout if volume increases.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is gaining momentum as investors pivot toward AI infrastructure following news of expanded compute deals with major tech giants and reports of imminent CPU price hikes. While some market participants express caution regarding geopolitical volatility and short-term price swings, the community remains actively focused on the company's long-term potential as a co-leader in the AI era with its upcoming MI400-series and 2nm architecture.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum is experiencing extreme volatility and intense debate among traders as it aggressively tests all-time highs, with the community divided between those betting on continued AI infrastructure growth and those calling it a classic overextended bubble. Investors are closely watching its parabolic price action alongside other optical hardware plays, as high-conviction call buying and heavy institutional volume drive significant momentum in both directions.

Spdr Dow Jones Industrial Average ETF Trust - Units of undivided interest in DIAMONDS Trust Series 1

The SPDR Dow Jones Industrial Average ETF (DIA) is currently at the center of intense market volatility driven by rapidly shifting headlines regarding the U.S.-Iran conflict. Investors are actively debating whether recent price action is a sustainable reversal or a speculative bull trap, as the market balances conflicting news of potential diplomatic de-escalation against ongoing geopolitical risks and energy sector instability.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagate Technology is experiencing significant momentum and investor attention as analysts raise price targets, citing strong demand for high-capacity hard disk drives through 2028. The community is actively debating whether this represents a sustainable structural re-rating driven by long-term data center and AI infrastructure needs, or if it is a classic cyclical peak prone to volatility and eventual distribution.

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<ul class="summary-bullets"><li>PENG said it expects adjusted net sales for fiscal year 2026 of 12% year-over-year growth +/-5%.&nbsp;</li><li>It expects adjusted diluted earnings per share of $2.15 +/- $0.15 for FY26.&nbsp;</li></ul>Penguin Solutions (PENG) shares rallied 14% in Wednesday’s extended hours of trading as it reported its second quarter net sales that was above analyst estimates.&nbsp;“Enterprises, governments, and neocloud providers are racing to build AI factories, as platforms scale to power the next generation of inference workloads,” said Kash Shaikh, CEO of Penguin Solutions. “Our AI/HPC pipeline continues to expand, and we added five AI/HPC customers this quarter, including a Tier One financial institution deploying our MemoryAI™ CXL-based KV cache server.&nbsp;“Memory is a critical scaling factor for AI inference, and that aligns with one of our core strengths. Reflecting strong memory demand and disciplined execution, we are raising our full-year net sales and EPS outlook,” Shaikh added.&nbsp;<h2 class="st-heading-2">Details</h2>PENG reported net sales for the second quarter of $343 million, down 6% versus the year-ago quarter, but was above analysts’ estimates of $339 million as per data from Stocktwits data.&nbsp;It reported adjusted diluted earnings per share of $0.52 for the second quarter, flat year-over-year. The adjusted profit was well above average analysts’ projection of $0.42 per share, as per data from Stocktwits. PENG reported its gross margin of 31.2%, up 40 basis points versus the year-ago quarter<h2 class="st-heading-2">Outlook</h2>PENG said it expects adjusted net sales growth of 12% year-over-year +/-5%&nbsp; for fiscal year 2026.&nbsp;&nbsp;It expects adjusted diluted earnings per share of $2.15, +/- $0.15 for the period.&nbsp;<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around PENG trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One bullish user predicted that PENG stock will ‘explode’.<stembedurl>https://stocktwits.com/Thrasher5699/message/649224359</stembedurl>Another user praised the company’s performance in the quarter.&nbsp;<stembedurl>https://stocktwits.com/RazorbackAJ/message/649221276</stembedurl>Shares in the company are down 8% so far in 2026.&nbsp;&nbsp;

PENG said it expects adjusted net sales growth of 12% year-over-year +/-5%  for fiscal year 2026.  

PENG Stock Rallying 14% After Hours – What’s Behind The Bull Run?

PENG reported its net sales for the second quarter of $343 million, above $339 million as per data from Stocktwits data.

Equity

PENG reported its net sales for the second quarter of $343 million, above $339 million as per data from Stocktwits data.


$1000 Invested In Vanguard Information Tech ETF 10 Years Ago Would Be Worth This Much Today

<ul class="summary-bullets"><li>Goldman Sachs says rising demand for advanced computing power in specialized industries continues to strengthen Nvidia’s growth prospects.</li><li>Strategic partnerships with biotech firms are emerging as a major catalyst, enabling Nvidia to test and refine its AI models in real-world lab settings.</li><li>Nvidia’s investment in Recursion Pharmaceuticals highlights tangible AI-driven efficiencies.</li></ul>Goldman Sachs reportedly sees momentum for Nvidia Corp. (NVDA) as healthcare and life sciences companies accelerate their adoption of artificial intelligence.The firm stated that expanding use cases in drug development and clinical research may unlock meaningful upside for the semiconductor leader.<h2 class="st-heading-2">Healthcare Partnerships To Drive Nvidia Growth</h2>According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/31/goldman-is-betting-nvidia-will-get-a-boost-from-health-care-as-industry-builds-out-ai-capabilities-.html">report</a>, Goldman Sachs reiterated its ‘Buy’ rating on Nvidia, assigning a price target of $250, implying a potential 51% upside from the stock’s closing price on Monday, as analysts point to growing demand for AI-driven computing across specialized industries.Analyst Salveen Richter highlighted Nvidia’s collaborations with biotech and life sciences firms as a key growth engine. By working directly with these companies, Nvidia can validate its AI models in laboratory environments while expanding applications in areas such as digital health records, automation, and manufacturing.&nbsp;The company is also advancing “digital twin” simulations, which replicate real-world processes to enhance efficiency and reduce costs, Salveen added.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> traded over 3% higher on Tuesday mid-morning. However, on Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_31_115300_png_9d8d5a958c.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 12:00 p.m. ET on Mar. 31, 2026 | Source: Stocktwits" width="944" height="114"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 12:00 p.m. ET on Mar. 31, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Recursion Collaboration Shows Results</h2>Nvidia’s 2023 investment in Recursion Pharmaceuticals Inc. (RXRX) continues to demonstrate the potential of AI in drug discovery.&nbsp;The biotech firm reported that its technology platform enables researchers to dramatically reduce the number of compounds synthesized while also shortening the timeline to begin human testing. Processes that once took years can now move forward in a fraction of the time, Goldman Sachs noted.According to the report, Recursion executives also emphasized how machine learning improves clinical trial design. The technology helps identify suitable patient groups, streamline data analysis, and enhance recruitment efforts.&nbsp;NVDA stock has declined by over 8% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mrvl-stock-rallies-nvidia-investment-ai-infrastructure-partnership/cZEPvgNRIVg">MRVL Stock Rallies On $2B Nvidia Investment, AI Infrastructure Partnership</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A close-up of a printed circuit board is seen with the Nvidia logo displayed on a screen in the background. (Photo by Nikos Pekiaridis/NurPhoto via Getty Images)

Nvidia’s Expanding Role In AI-Driven Drug Discovery, Clinical Research Could Fuel Growth, Says Goldman Sachs

Goldman Sachs maintained its ‘Buy’ recommendation on Nvidia and set a $250 price target, indicating roughly 51% potential upside from Monday’s closing level.

<ul class="summary-bullets"><li>DigitalOcean stated that it intends to use the proceeds from the stock offering to invest in expanding its infrastructure capacity.</li><li>The company said this expansion will support demand for its cloud and AI platform.</li><li>DigitalOcean added that it is in advanced discussions to secure this additional data center capacity to support its growth.</li></ul>DigitalOcean Holdings Inc. (DOCN) on Wednesday announced an upsized public offering of its common stock, increasing the size to $800 million from $700 million.The company said it will offer about 10.4 million shares to raise $800 million, thereby bringing the offering’s price per share to about $77. This implies a discount of more than 9% compared to the stock’s closing price of $84.92 on Tuesday.<a href="https://stocktwits.com/symbol/DOCN">DigitalOcean shares</a> fell more than 7% in Wednesday’s opening trade before staging a recovery to hover about 2% higher.<h2 class="st-heading-2">Why Is DigitalOcean Raising Funds?</h2>DigitalOcean stated that it intends to use the proceeds from the stock offering to invest in expanding its infrastructure capacity. The company said this expansion will support demand for its cloud and AI platform. DigitalOcean added that it is in advanced discussions to secure this additional data center capacity to support its growth.The company also noted that it will use the proceeds of the offering to pay down one of its existing term loans.During its fourth-quarter (Q4) results announcement last month, DigitalOcean reported cash and cash equivalents of $254 million as of Dec. 31, 2025. The company reported earnings per share of $0.44 on revenue of $242 million, while Wall Street analysts expected an EPS of $0.38 on revenue of $238 million, according to Fiscal.ai data.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory at the time of writing.One bullish user said that the stock offering is a “winner” move in the long term.<stembedurl>https://stocktwits.com/Varchild_Mobile/message/648469509</stembedurl><a href="https://stocktwits.com/symbol/DOCN">DOCN stock</a> is up 76% year-to-date and 124% over the past 12 months. The iShares Russell 2000 ETF (IWM) is up 21% over the past 12 months, while the Vanguard Information Technology Index Fund ETF (VGT) is up 24%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/micron-launches-5-4-billion-tender-offer-for-senior-notes-mu-stock-declines/cZ3YpABRISS">Micron Announces Cash Tender Offer For Outstanding Senior Notes Worth&nbsp; $5.4B — MU Stock Declines</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a DigitalOcean Inc. logo is seen on a smartphone screen and in the background. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

DigitalOcean Prices $800M Upsized Stock Offering — Why Is DOCN Raising Funds?

The company said it will offer about 10.4 million shares to raise $800 million, bringing the per-share price to $77.

Vanguard Announces Share Splits for Five Equity Index ETFs

Vanguard Announces Share Splits for Five Equity Index ETFs Vanguard Announces Share Splits for Five Equity Index ETFs PR Newswire VALLEY FORGE, Pa., March 24, 2026 VALLEY FORGE, Pa., March 24, 2026...

Forget Iran War: Bet Big on Tech ETFs on Earnings Strength

Tech earnings strength and rising estimates signal resilience, making tech ETFs attractive despite weak sentiment and geopolitical concerns.

<ul class="summary-bullets"><li>In January, The New York Times reported that Cook was looking to cut back on his workload, indicating that he may transition from his role as CEO to chairman.</li><li>Apple will celebrate 50 years on April 1, 2026, marking five decades since its founding in 1976.&nbsp;</li><li>Meanwhile, Cook is nearing 15 years as the CEO of Apple.</li></ul>Apple Inc. (AAPL) CEO Tim Cook, in an interview on Tuesday, denied that he is looking to step back from his position at the company, calling the reports a rumor.Speaking at ‘<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=PjehoUu48rY">Good Morning America</a>’ at ABC News, Cook said he loves what he does “deeply,” and that he “can't imagine life without Apple.” The top leader’s comments were in response to a question from the interviewer as they discussed Apple’s upcoming 50th anniversary.“Twenty-eight years ago, I walked into Apple, and I've loved every day of it since. We've had ups and downs, but the people I work with are so amazing,” Cook said.“They bring out the best in me, and hopefully I can bring out the best in them,” he added.<h2 class="st-heading-2">Retirement And Succession</h2>In January, The New York Times <a href="https://stocktwits.com/news-articles/markets/equity/apple-hardware-engineering-head-john-ternus-could-be-ceo-after-tim-cook-report/cmUbg8rR45e">reported</a> that Cook was looking to cut back on his workload, indicating that he may transition from his role as CEO to chairman. The report also claimed that Apple was fast-tracking Cook’s succession plans, with multiple internal candidates being considered for the role.Among the frontrunners for the role is John Ternus, head of hardware engineering, who is reportedly now also overseeing design, a responsibility that is widely seen as being awarded only to senior leaders.Cook is nearing 15 years as the CEO of Apple; he took on the position in Aug. 2011, filling in the shoes of co-founder Steve Jobs. Cook has often been compared unfavorably to Jobs for failing to bring innovation and creativity to the company, although he has been credited for transforming Apple into the world's most valuable company and was the first to reach a $3 trillion market cap in Jan. 2022.<h2 class="st-heading-2">Apple’s Anniversary</h2>Apple will celebrate 50 years on April 1, 2026, marking five decades since its founding in 1976. Speaking about Apple's biggest contributions since, Cook highlighted the company’s innovation. "You know, you can focus on the product moments, reinventing music, reinventing the smartphone, bringing the creative arts to the table, the creative graphics. Saving people's lives with the watch," he said.Meanwhile, <a href="https://stocktwits.com/symbol/AAPL">AAPL shares</a> have gained more than 19% in the past year. The <a href="https://stocktwits.com/symbol/xlk">Technology Select Sector SPDR Fund</a> (XLK) has risen over 29% in the same period, while the <a href="https://stocktwits.com/symbol/vgt">Vanguard Information Technology ETF</a> (VGT) has climbed over 28% higher.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Apple CEO Tim Cook looks on during an event with U.S. President Donald Trump in the Oval Office on August 6, 2025. (Photo by Win McNamee/Getty Images)

Apple’s Tim Cook Shuts Down Retirement Buzz, Says He ‘Deeply’ Loves His Job

In a ‘Good Morning America’ interview at ABC News, Cook said that he cannot imagine life without Apple.

<ul class="summary-bullets"><li>Huang said that Nvidia’s other offerings, from AI software solutions to data center products, will further contribute to revenue expansion.</li><li>JPMorgan said that the expanded sales potential&nbsp;implies at least $50 billion to $70 billion in additional&nbsp;data center revenue.</li><li>Citi described Huang’s keynote as “checking all the boxes,” emphasizing solid demand for inference workloads.</li></ul>Nvidia Corp (NVDA) CEO Jensen Huang on Tuesday reportedly highlighted the company’s massive revenue potential over the next two years, signaling strong growth across its product portfolio.&nbsp;In a CNBC interview, Huang emphasized that Nvidia already has a clear path to over $1 trillion in combined sales from its flagship Blackwell and Rubin GPU platforms, with more orders expected to come in before the end of 2027.<h2 class="st-heading-2">Strong Pipeline Drives Confidence</h2>Huang detailed that despite the forecast only covering Blackwell and Rubin, Nvidia’s other offerings, from AI software solutions to data center products, will further contribute to revenue expansion.<blockquote>“At this point, with another 21 more months to go for the end of 2027, we already have high confidence visibility of $1 trillion plus for just Blackwell and Rubin.”— Jensen Huang, President and CEO, Nvidia&nbsp;</blockquote><a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> inched 0.06% lower on Tuesday morning.&nbsp;On Stockwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume shifted to ‘normal’ from ‘low’ levels in 24 hours.<h2 class="st-heading-2">Wall Street Expresses Optimism&nbsp;</h2>Post Huang’s Keynote&nbsp;address at Nvidia GTC 2026,&nbsp;JPMorgan said that the expanded sales potential&nbsp;implies at least $50 billion to $70 billion in additional&nbsp;data center revenue beyond Wall Street expectations for 2026-2027.The firm noted that a huge portion of the keynote focused on boosting traditional enterprise workloads using CUDA-X libraries, signaling untapped growth in existing server and AI infrastructure.&nbsp;Citi termed Huang’s presentation as “checking all the boxes,” highlighting strong demand for inference workloads and projecting $1 trillion in data center sales from 2025 to 2027.While this aligns with expectations, Citi noted that additional upside exists, as the $1 trillion figure excludes sales of language processing units, standalone CPUs, and Hopper platforms.NVDA stock has gained over 52% in the last 12 months. The&nbsp;<a href="https://stocktwits.com/symbol/SMH">VanEck Semiconductor ETF</a> (SMH) tracking the 25 biggest semiconductor manufacturers edged 0.4% higher, with sentiment in ‘bearish’ territory. The&nbsp;<a href="https://stocktwits.com/symbol/IYW">iShares U.S. Technology ETF</a> (IYW) edged 0.5% higher.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ondas-expands-robotic-defense-future-with-indo-acquisition-retail-believes-stock-is-going-much-higher/cZ3EIHPRIXO">Ondas Expands Robotic Defense Future With INDO Acquisition: Retail Believes ‘Stock Is Going Much Higher’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia's CEO Jensen Huang speaks during a keynote address at Nvidia's GTC Conference.

Nvidia CEO Jensen Huang Says $1 Trillion In Blackwell And Rubin Sales Is Just A Baseline, There's More To Come: Report 

Huang said there are nearly two more years of additional orders and revenue from Nvidia’s broader product lineup still to come. 

Eastman Kodak’s shares rallied nearly 12% in extended hours of trading on Thursday after it reported strong growth in its fourth-quarter revenue.&nbsp;Kodak reported consolidated revenues of $290 million in the fourth quarter of 2025, compared with $266 million in the year-ago period, an increase of $24 million or 9%. The rise in revenue was driven by strong performance in Advanced Materials &amp; Chemicals (AM&amp;C) and Print segments.&nbsp;“Kodak ended 2025 with a strong fourth quarter, which has created a foundation for growth in 2026,” said Jim Continenza, Kodak’s Executive Chairman and CEO. “We continue to execute the long-term plan we began in 2019, which focuses on de-levering the company while continuing to invest in our infrastructure and new product innovation”.&nbsp;Kodak ended the year with a cash balance of $337 million, an increase of $136 million from December 31, 2024. The increase was primarily due to the net impact of the Kodak Retirement Income Plan (KRIP) termination and reversion of assets to the company of $153 million.The company reported GAAP net loss of $108 million in Q4 2025, compared with net income of $26 million for Q4 2024. The decline in net income was primarily due to the non-recurring impact of the Kodak Retirement Income Plan ("KRIP") termination and excise tax paid on the reversion of assets to the company.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around KODK stock trended in ‘bullish’ territory amid ‘extremely high’ message volume.&nbsp;One user on Stocktwits called the share rise ‘better than expected’.<stembedurl>https://stocktwits.com/PharmGal/message/647406000</stembedurl>A bullish user said they are optimistic for Kodak in 2026.&nbsp;<stembedurl>https://stocktwits.com/NikkyBenz13/message/647405165</stembedurl>Another bullish user opined that continued growth in Kodak’s Advanced Materials &amp; Chemicals is especially encouraging and could open doors to new markets.&nbsp;<stembedurl>https://stocktwits.com/Judykay/message/647399877</stembedurl>Shares in the company are down 9.4% so far in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, the Eastman Kodak Company logo is seen displayed on a smartphone screen.

Eastman Kodak Stock Rallies After-Hours As Q4 Revenue Jumps On Strong Segment Performance

Kodak reported consolidated revenues of $290 million in the fourth quarter of 2025, compared with $266 million in the year-ago period, an increase of $24 million or 9%.

<ul class="summary-bullets"><li>Alperovitz will continue to serve as the company’s&nbsp;CFO through June 9, 2026, to support its ongoing operations and help ease the leadership transition.</li><li>The firm re-affirmed its guidance that it provided during its fourth quarter earnings report.</li><li>SolarEdge forecasted its first quarter 2026 revenues to be within the range of $290 million to $320 million.&nbsp;</li></ul>SolarEdge Technologies (SEDG) on Tuesday announced that its Chief Financial Officer Asaf Alperovitz will step down to pursue a&nbsp;leadership role at a public company outside of the industry.Shares&nbsp;of the company were down 4% at the time of writing.&nbsp;SolarEdge said that&nbsp;its board is initiating a process to identify a replacement CFO. Alperovitz will continue to serve&nbsp;in the role through June 9, 2026 to support ongoing operations and&nbsp;help ease&nbsp;the leadership transition.“On behalf of our executive team and the Board of Directors, we thank Asaf for his leadership and contributions in reinforcing SolarEdge’s financial foundation and advancing the company towards sustained profitability in 2026 and wish him continued success. We remain focused on moving toward profitable growth and believe 2026 will be a transformational year for SolarEdge,” said Shuki Nair, CEO of SolarEdge.&nbsp;<h2 class="st-heading-2">Earnings Guidance</h2>The firm re-affirmed its&nbsp;2026 guidance provided during its fourth-quarter (Q4) earnings report.&nbsp;SolarEdge forecasted its first-quarter (Q1) 2026 revenues to be within the range of $290 million to $320 million, not&nbsp;including significant one-time or pull forward of revenue.For Q1, its non-GAAP gross margin is expected to be within the range of 20% to 24%, and adjusted operating expenses to be within the range of $88 million to $93 million,&nbsp;the company said.SolarEdge reported a decline of 1.4% on a year-over-year basis in its Q4 revenue that came at $335.4 million.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around SEDG trended in&nbsp;the ‘bearish’ territory amid ‘low’ message volume.&nbsp;Shares in the company have risen 22% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration a SolarEdge Technologies logo is seen on a smartphone

SEDG Stock Falls After-Hours Amid Surprise Departure Of CFO

SolarEdge said that its board is initiating a process to identify a replacement Chief Financial Officer.

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