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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 is trending as Novo Nordisk files a lawsuit over alleged unapproved GLP-1 copycats, leading Hims to halt its compounded weight-loss pill amid regulatory scrutiny and sparking intense community debate on the company's prospects.

SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

SMX is trending following a $250 million capital commitment designed to extend its operational runway through 2028, sparking intense community debate between those who see it as a strong foundation for its traceability technology and critics wary of past dilution and extreme volatility.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is trending following its mixed financial results, which showed solid profitability but offered a conservative revenue outlook for future periods, sparking a significant sell-off. The community is sharply divided, with many decrying the market's "ridiculous overreaction" and viewing the dip as a generational buying opportunity, while others remain cautious regarding the revised guidance.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is actively discussed as its Eagle Line pilot production goes live, with a viral tech video sparking community debate on the company's solid-state battery advancements, potential OEM partnerships, and the path to commercialization ahead of its anticipated earnings.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

Monday.com (MNDY) is trending sharply lower after providing a weaker-than-expected revenue outlook, despite beating Q4 earnings and revenue estimates. The community is actively debating whether this sell-off is an overreaction or a legitimate concern that AI advancements pose a significant threat to its business model.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is trending following its Q4 earnings, where an EPS beat was overshadowed by a revenue miss, though management's optimistic 2026 guidance for improved steel prices and a value-accretive expiring slab contract is fueling discussion. The community is highly focused on the anticipated strategic partnership with POSCO and whether this, combined with favorable trade policies, will finally drive a significant turnaround for the steel producer.

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl Holdings is trending after cutting its earnings outlook and disclosing a financial reporting review by the SEC, alongside executive exits, which has led the community to speculate about potential financial irregularities and bankruptcy, while others see an overblown market reaction for the IBM spin-off in the evolving IT services sector.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean's all-stock agreement to acquire Valaris aims to create an offshore drilling industry leader poised for an emerging upcycle, sparking community debate over whether this strategic consolidation will reduce debt and ignite a short squeeze despite the immediate negative stock reaction.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending after Morgan Stanley initiated coverage with an "Overweight" rating and a substantial price target, validating its strategy to convert Bitcoin mining infrastructure into high-performance computing data centers. The community is actively discussing the potential for a short squeeze and the company's strong position to capitalize on increasing AI infrastructure spending by hyperscalers, despite some ongoing volatility and perceived correlation to Bitcoin.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is buzzing with renewed investor interest following Tether's substantial financial commitments and the Northern Data acquisition, which is set to boost its AI and cloud infrastructure. The community is eagerly anticipating a short squeeze, citing record-high short interest and Tether's strategic backing as key catalysts for growth.

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Republic Technologies Welcomes Canadian Solar (NASDAQ: CSIQ) CFO as Special Advisor to the Board

Republic Technologies Inc. (CSE: DOCT) (FSE: 7FM0) (WKN: A41AYF) (OTCQB: DOCKF) (the Company or Republic) is pleased to announce the appointment of Xinbo Zhu as the Special Advisor to the Board and...

e-STORAGE and Sunraycer Announce 503 MWh Battery Energy Storage Projects in Texas

e-STORAGE and Sunraycer Announce 503 MWh Battery Energy Storage Projects in Texas e-STORAGE and Sunraycer Announce 503 MWh Battery Energy Storage Projects in Texas PR Newswire KITCHENER, ON, Feb. 5...

SolarEdge (SEDG) Moves 13.1% Higher: Will This Strength Last?

SolarEdge (SEDG) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

FSLR Stock Down 13.8% in Three Months: What's Next for Investors?

First Solar shares slide 13.8% in three months, but booming U.S. demand, a 54.5 GW backlog and major capacity expansions shape the investment debate.

<ul class="summary-bullets"><li>Wells Fargo, meanwhile, sees limited impact to First Solar from Tesla’s plans to scale solar given its cost advantage and pricing power.</li><li>Other U.S. manufacturers including Canadian Solar face more risk, in Wells' view.</li><li>BMO Capital, however, downgraded First Solar to ‘Market Perform’ from ‘Outperform’ with a price target of $263, down from $285, on Thursday.</li></ul>Shares of First Solar Inc. (FSLR) rose 1% on Friday after Wall Street dismissed concerns about Tesla Inc.’s (TSLA) solar plans impacting the company’s financials.Mizuho believes First Solar's competition concerns around Tesla (TSLA) are overdone, as per TheFly.Fully U.S.-made solar modules will be capital intensive, costing more than First Solar's average selling price, the analyst told investors in a research note. In addition, Mizuho says industry feedback consistently indicates that scaling polysilicon and wafer capacity takes three-to-four years.The analyst estimates that the U.S. does not currently have sufficient metallurgical-grade silicon supply to support Tesla's proposed plan. As such, it does not expect any meaningful impact on First Solar's earnings through at least 2030.<h2 class="st-heading-2">Street Consensus</h2>Wells Fargo, meanwhile, sees limited impact to First Solar from Tesla’s plans to scale solar given its cost advantage and pricing power. Other U.S. manufacturers including Canadian Solar (CSIQ) face more risk, in Wells' view. The firm stays positive on Overweight-rated First Solar and recommends buying on weakness.BMO Capital, however, isn’t as optimistic as the other two. It downgraded First Solar (FSLR) to ‘Market Perform’ from ‘Outperform’ with a price target of $263, down from $285, on Thursday in light of the competition from Tesla.The firm "initially dismissed as aspirational" Tesla CEO Elon Musk's older remarks about potentially building a significant vertically integrated solar photovoltaic modules manufacturing base to self-generate.However, Musk's remarks during Tesla's earnings call suggest "this is likely to become a bona fide effort" in the next few quarters, the analyst told investors in a research note. BMO believes Tesla's efforts could be an overhang on First Solar shares "for some time" and weigh on investor sentiment.<h2 class="st-heading-2">The Tesla Competition</h2>Last week at the World Economic Forum (WEF) in Davos, Musk said Tesla and SpaceX are targeting 100 gigawatts of annual solar manufacturing within three years. Musk reiterated the target in a call with analysts following Tesla’s fourth-quarter (Q4) results on Wednesday.“We're building more manufacturing capacity and expect that energy will have very high growth for really as far into the future as we can imagine. The solar opportunity is underestimated,” Musk said. “So that’s why we’re gonna work towards getting 100 gigawatts a year of solar cell production, integrating across the entire supply chain, from raw materials all the way to finished solar panels,” he added.FSLR shares subsequently slipped over 10% on Thursday.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around FSLR stayed within the ‘bullish’ territory over the past 24 hours, while message volume remained at ‘high’ levels.A Stocktwits user noted that Tesla is producing solar panels for residential use and not utility scale like First Solar.<stembedurl>https://www.stocktwits.com/Turre/message/643400372</stembedurl><a href="https://stocktwits.com/symbol/FSLR">FSLR stock</a> has gained 35% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/cort-shares-plummer-on-fda-drug-rejection-letter-reveal/cmySqTUR4SV">CORT Shares Plummet On FDA’s Drug Rejection Letter Reveal — Here’s What Retail Has To Say</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of First Solar Inc.

First Solar Shares Rebound As Wall Street Dismisses Tesla Competition Concerns 

Mizuho does not expect any meaningful impact on First Solar's earnings through at least 2030 from Tesla’s proposed plan to scale U.S. solar capacity. 

Equity

Mizuho does not expect any meaningful impact on First Solar's earnings through at least 2030 from Tesla’s proposed plan to scale U.S. solar capacity. 


Best Canadian Stocks To Watch Now - January 29th

Canadian Natural Resources, Canadian Pacific Kansas City, Canadian National Railway, Bank Of Montreal, and Canadian Solar are the five Canadian stocks to watch today, according to MarketBeat's stock...

Canadian Solar (NASDAQ:CSIQ) Stock Price Down 11.4% - Time to Sell?

Canadian Solar (NASDAQ:CSIQ) Shares Down 11.4% - What's Next...

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First Solar, Enphase Energy, Nextpower, T1 Energy, Sunrun, Solaris Energy Infrastructure, and Canadian Solar are the seven Solar stocks to watch today, according to MarketBeat's stock screener tool...

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Canadian Solar, Canadian Natural Resources, Canadian Pacific Kansas City, Canadian National Railway, and Celsius are the five Canadian stocks to watch today, according to MarketBeat's stock screener...

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Despite significant growth in revenues, new contracts, and US manufacturing tax credits projected to boost earnings significantly, the share price remains stubbornly low, creating a perceived disconnect.

CSIQ
Canadian Solar Inc

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