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Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining Inc. is trending as it strategically pivots from Bitcoin mining to high-performance computing data centers, rebranding as Cipher Digital and securing substantial contracts with hyperscalers like AWS and Google. The community is highly bullish, largely dismissing a recent earnings miss as backward-looking while focusing on the future as an AI infrastructure play, a sentiment reinforced by Morgan Stanley's $38 price target.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is trending following a major collaboration deal with Astellas Pharma for its prostate cancer asset, which includes significant upfront and milestone payments, coupled with encouraging Phase 1 trial data. Community discussion is split between bullish sentiment for a long-term breakthrough and skepticism anticipating a typical biotech 'sell the news' reaction due to the early development stage.

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

Advanced Micro Devices is seeing significant buzz following its multi-year strategic partnership with Meta to deploy AMD Instinct GPUs for AI infrastructure, igniting investor excitement for its strengthened AI position, though some community members are debating the implications of performance-based share warrants included in the deal.

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 a central topic of discussion as its critical role in AI infrastructure, particularly in custom accelerators and networking for hyperscalers, positions it for significant growth. The community is keenly anticipating its upcoming earnings report, with expectations for substantial AI revenue expansion despite recent market volatility.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit Inc. is trending due to its new partnership with Anthropic, which aims to integrate AI-powered financial tools across its platforms and expand AI agents for businesses. This collaboration is sparking community discussion about whether AI is an opportunity or a threat, with many viewing it as a tailwind that could help software rebound from recent sector-wide sell-offs, particularly as the company approaches its earnings report.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian ($TEAM) is trending as widespread "AI disruption" fears, specifically concerning tools like Anthropic's Claude, continue to fuel a sector-wide sell-off, sparking a polarized community debate between those foreseeing further declines due to the perceived threat and others arguing the stock is "criminally oversold" given its deeply embedded enterprise solutions.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

RAGE CRYPTO is trending as its dedicated community passionately 'bag works' through challenging market conditions, showcasing unwavering conviction in the universal appeal of the 'OG meme' Rage Guy.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending amidst a significant sell-off, sparked by concerns that new AI tools from Anthropic could disrupt its legacy COBOL modernization business, though many in the community view this as an overreaction given IBM's own extensive AI capabilities and enterprise partnerships. The discussion centers on whether this perceived AI disruption is a fundamental threat or an opportune "buy the dip" moment for the tech giant, which also boasts strong hybrid cloud and quantum computing leadership.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense is trending after reporting a strong Q4 earnings beat and securing multiple major contracts, including a role in the U.S. Department of War's Drone Dominance Program. This positive news, coupled with analyst upgrades, has nonetheless led to a mixed immediate market reaction, sparking community debate over the company's valuation versus its substantial long-term growth potential in the expanding defense and drone technology sectors.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and decor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is trending after reporting Q4 earnings and revenue beats, though its cautious forward guidance is fueling community debate. While professional customer demand remains solid, investors are grappling with concerns about overall consumer spending on large home improvement projects and a subdued housing market.

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Why "Golden Handcuffs" are a Gift to Homebuilders in 2026

As high mortgage rates keep existing homes off the market, a perfect storm of restricted supply and federal incentives is positioning homebuilders for an unlikely breakout year in 2026. 

Fannie Mae (FNMA) Lags Q4 Earnings and Revenue Estimates

Fannie Mae (FNMA) delivered earnings and revenue surprises of -11.77% and -0.05%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

<ul class="summary-bullets"><li>The hedge fund manager said if the two enterprises launch an IPO in the fourth quarter of 2026, they would collectively have to raise about $30 billion to meet the 2.5% capital ratio requirement for GSEs.</li><li>He termed this a “highly achievable outcome,” noting that he estimates each company's value at about $34 per share when they launch an IPO in 2026.</li><li>Fannie Mae and Freddie Mac were placed into conservatorship in 2008 after mounting losses from the subprime mortgage crisis eroded their capital and threatened their solvency, prompting the U.S. government to step in to stabilize the housing finance system.</li></ul>Billionaire hedge fund manager Bill Ackman on Wednesday said that his $300 billion plan to remove Fannie Mae (Federal National Mortgage Association) and Freddie Mac (Federal Home Loan Mortgage Corp.) from conservatorship remains his best idea for 2026.“This was a good one,” Ackman said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/BillAckman/status/2006134656203178145">post</a> on X, recalling his idea from a year ago.<figure class="image"><img style="aspect-ratio:730/387;" src="https://news.stocktwits-cdn.com/Ackman_post_jpg_aa22d7b0a8.webp" alt="Bill Ackman's post on X" width="730" height="387"><figcaption>Bill Ackman's post on X | @BillAckman/X</figcaption></figure>Ackman had earlier said that the emergence of Fannie Mae and Freddie Mac from conservatorship would generate “more than $300 billion” in additional profit to the Federal government, on top of the $301 billion cash distributions made to the U.S. Treasury.“Trump likes big deals and this would be the biggest deal in history. I am confident he will get it done,” Ackman added.Retail sentiment regarding&nbsp;<a href="https://stocktwits.com/symbol/FNMA">Fannie Mae</a> trended in the ‘bearish’ territory on Stocktwits, while users were ‘neutral’ about&nbsp;<a href="https://stocktwits.com/symbol/FMCKJ">Freddie Mac</a>.<h2 class="st-heading-2">Ackman’s Proposal</h2>The hedge fund manager said that, assuming the two government-sponsored enterprises (GSEs) launch an initial public offering (IPO) in the fourth quarter (Q4) of 2026, they would collectively need to raise about $30 billion to meet the GSEs' 2.5% capital ratio requirement.He termed this a “highly achievable outcome,” noting that he estimates each company's value at about $34 per share when they launch an IPO in 2026.“We calculate a profit to the gov’t of ~$300 billion assuming full exercise of its warrants and a sell down of common stock in both companies over the five years following the IPOs,” he added.<h2 class="st-heading-2">Fannie Mae, Freddie Mac Conservatorship</h2>Fannie Mae and Freddie Mac were placed into conservatorship in 2008 after mounting losses from the subprime mortgage crisis eroded their capital and threatened their solvency, prompting the U.S. government to step in to stabilize the housing finance system.Following this, the Federal Housing Finance Agency placed the two firms under conservatorship. In this arrangement, each enterprise’s management worked under the FHFA’s direction to reduce losses and develop a strategy to return to self-management.In August, The Wall Street Journal reported that the Trump administration is planning to sell stock in the two companies this year, with the combined value of the two firms at nearly $500 billion.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-inbs-stock-rising-today/cL7BB78REzv">Why Is INBS Stock Rising Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bill Ackman speaks at a Pershing Square Foundation event on June 17, 2024 in New York City. (Photo by Jared Siskin/Patrick McMullan via Getty Images)

Bill Ackman Says His $300 Billion Fannie Mae, Freddie Mac Plan Remains The Best Idea For 2026

Ackman had earlier said that the emergence of Fannie Mae and Freddie Mac from conservatorship would generate “more than $300 billion” in additional profit to the Federal government.

Equity

A sign for Freddie Mac is seen at their corporate headquarters campus on October 09, 2024 in Tysons Corner, Virginia. 

 Meet Kenny Smith: The New CEO Leading Freddie Mac Toward A High-Stakes IPO

Freddie Mac and Fannie Mae have been in the spotlight throughout the year for several reasons, beginning with the departure of former CEO Diana Reid as William Pulte took charge of U.S. Federal Housing.

<ul class="summary-bullets"><li>Fannie Mae was established in 1938 to enhance mortgage lending in response to the Great Depression.</li><li>Freddie Mac was created in 1970 to broaden the secondary mortgage market and encourage competition.</li><li>They’re still controlled by the Federal Housing Finance Agency (FHFA), even as Washington debates what their future should look like.</li></ul>Fannie Mae and Freddie Mac are the two major government-sponsored enterprises (GSEs) that help keep the U.S. mortgage market running. They guarantee most of the country’s home loans and play a big part in making mortgages easier and cheaper to obtain.For decades, they operated as private, shareholder-owned companies under federal oversight. However, the situation changed during the 2008 financial crisis, when both were placed into government conservatorship. They’re still controlled by the Federal Housing Finance Agency (FHFA), even as Washington debates what their future should look like.Those discussions resurfaced recently after former President Donald Trump said he is giving “very serious consideration” to taking the companies public again.<h2 class="st-heading-2">How Do They Work?</h2>The core job of Fannie Mae and Freddie Mac is to buy mortgages from lenders such as banks, mortgage companies, and credit unions. They either keep those loans or bundle them into mortgage-backed securities (MBS) that investors can buy. When lenders sell mortgages to the GSEs, they get cash back, which they can use to make new loans.This recycling of capital helps keep mortgage funding flowing and supports the widespread availability of the 30-year fixed-rate mortgage, a product not commonly found in many other countries.<h2 class="st-heading-2">Key Differences Between Fannie Mae And Freddie Mac</h2>Though their missions are similar, the two were established at different times and with subtle market differences. Fannie Mae was created in 1938 to enhance mortgage lending during the Great Depression. Freddie Mac followed in 1970 to broaden the secondary market and increase competition.Historically, Fannie Mae has worked more with large commercial banks, while Freddie Mac has sourced more loans from smaller regional banks and credit unions. Fannie's portfolio tends to focus more on single-family homes, whereas Freddie has a more extended history of buying loans tied to multi-unit properties. Regardless of the difference, only loans that meet strict GSE standards, known as conforming loans, qualify for their guarantee.<h2 class="st-heading-2">What Is Implicit Guarantee?</h2>For years, investors assumed that if Fannie Mae or Freddie Mac ever ran into trouble, the U.S. government would step in. That unspoken belief, known as the “implicit guarantee,” proved true in 2008 when the Treasury provided about $190 billion to rescue both firms. They paid back those funds by 2014, but they remain under conservatorship, with strict oversight of their capital and dividends.How and when the GSEs might leave government control remain open questions. Trump’s recent comments about potentially taking them public again have pushed the issue back into the spotlight, raising fresh debate about how much risk the private market should bear and what role Washington should play in supporting the mortgage system.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/what-is-purchasing-manager-s-index/cLIrUN7REZr">What Is Purchasing Manager’s Index?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An illustration photo shows the Fannie Mae and Freddie Mac LOGO displayed in a smart phone in Suqian City, Jiangsu Province, China on May 28, 2025. (Photo credit should read CFOTO/Future Publishing via Getty Images)

 What Are Freddie Mac And Fannie Mae? Why Are They Important?

Fannie Mae and Freddie Mac buy mortgages from lenders such as banks, mortgage companies, and credit unions.

<ul class="summary-bullets"><li>On an adjusted basis, the mortgage firm reported earnings of $0.07 per share for the quarter ended Sept. 30, while analysts expected $0.05 per share.</li><li>“Affordability is slowly improving as rates ease. In the third quarter, the 30-year fixed rate dropped by 40 basis points to 6.3%, giving those buying and refinancing some much-needed rate relief.” — CEO Varun Krishna.</li><li>It projected adjusted revenue of $2.1 billion to $2.3 billion for the fourth quarter, which is typically weak due to the holiday season.</li></ul>Rocket Companies Inc.’s (RKT) stock surged over 7.9% in extended trading on Thursday after the firm’s third-quarter earnings topped Wall Street’s estimates.On an adjusted basis, the mortgage firm reported earnings of $0.07 per share for the quarter ended Sept. 30, while analysts expected $0.05 per share, according to Fiscal.ai data. Its adjusted revenue of $1.78 billion also topped estimates of $1.65 billion.<h2 class="st-heading-2">Mortgage Demand Showing Signs Of Improvement</h2>The company said Rocket Mortgage generated $35.8 billion in net rate lock volume, a 20% increase from a year earlier. A rate lock denotes a fixed mortgage rate agreed upon between the lender and borrower. The company's sold loan volume in the direct-to-consumer segment rose to $17.14 billion during the quarter, up from $14 billion a year earlier.“Affordability is slowly improving as rates ease. In the third quarter, the 30-year fixed rate dropped by 40 basis points to 6.3%, giving those buying and refinancing some much-needed rate relief,” said CEO Varun Krishna in a call with analysts, before adding that the rate of increase in home prices has also slowed.The U.S. Federal Reserve has lowered its benchmark interest rate by 50 basis points for two consecutive months. Mortgage rates typically decline following such moves. However, Fed Chair Jerome Powell warned this week that another rate cut in December is not guaranteed.Krishna flagged that existing home sales continue to hover around 4 million units, putting 2025 on track to be the slowest year for existing home sales since 1995. “Buyers are watching the market closely, they're waiting for clear signals and increased affordability before making their move,” he added. The company projected adjusted revenue of $2.1 billion to $2.3 billion for the fourth quarter, which is typically weak due to the holiday season.<h2 class="st-heading-2">Redfin, Mr. Cooper Deals Paying Dividends</h2>In the analyst call, Rocket executives also highlighted meaningful gains from the recently closed multi-billion-dollar acquisitions of Redfin and Mr. Cooper. Redfin is a real estate brokerage company with an online platform and mobile app for buying, selling, and renting homes, while Mr. Cooper was a direct competitor of Rocket prior to the deal.“About 13% of our purchase pipeline today is generated from Redfin clients, clients that were searching for homes on Redfin and looking to connect with the real estate agent, and then connect to mortgage,” said CFO Brian Brown.The company said that it is already seeing the benefits of its $14.2 billion Mr. Cooper deal. “By day 9, 40,000 leads were flowing through our pipeline from the Mr. Cooper servicing book, and that number only continues to increase,” Krishna said.<h2 class="st-heading-2">What Is Retail Thinking?</h2>Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/RKT">Rocket</a> jumped to ‘extremely bullish’ territory from ‘bullish’ a day ago, while retail chatter rose to ‘extremely high’ from ‘high’.<figure class="image"><img style="aspect-ratio:793/92;" src="https://news.stocktwits-cdn.com/RKT_Oct_31_JPG_1e870d0ac3.webp" alt="RKT’s Sentiment Meter and Message Volume as of 12:33 a.m. ET on Oct. 31, 2025 | Source: Stocktwits" width="793" height="92"><figcaption>RKT’s Sentiment Meter and Message Volume as of 12:33 a.m. ET on Oct. 31, 2025 | Source: Stocktwits</figcaption></figure>One user saw many analyst upgrades following the earnings report. <stembedurl>https://stocktwits.com/PocketD/message/634425231</stembedurl>“This was an outstanding performance on earnings. Honestly, this is a great signal for buy. With rates lowering, this stock is seriously underpriced,” another user said.<stembedurl>https://stocktwits.com/devardo20/message/634407720</stembedurl>Rocket stock has gained nearly 49% and also benefited from the so-called “meme-stock” frenzy earlier this year. According to Koyfin data, the stock's short interest has fallen from 48.5% in late July to 4.6% currently.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-strategy-stock-spike-nearly-6-after-hours/cLGp82XR3xx">MSTR Stock Jumps After-Hours On Strong Q3 Profit, Still Sees Bitcoin Hitting $150,000 By Year-End</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Rocket Companies logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Rocket Stock Takes Off After Big Q3 Earnings Beat — Retail Bulls See Housing Turning The Corner As Rates Ease

It projected adjusted revenue of $2.1 billion to $2.3 billion for the fourth quarter, which is typically weak due to the holiday season.

Democrats have reportedly called on the Trump administration to hold off on its plans to sell the government’s shares in Fannie Mae (FNMA) and Freddie Mac (FMCC) until a study is conducted on how this move may impact mortgage rates.According to a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/finance/regulation/senate-democrats-warn-trump-ipo-plan-for-fannie-freddie-could-push-up-mortgage-rates-bd7c0937">report</a> by Bloomberg, Senators Elizabeth Warren, Cory Booker, and Chuck Schumer sent a letter to Federal Housing Finance Agency Director William Pulte, asking him to focus on housing affordability. In the letter, they reportedly criticized him for prioritising the Federal Reserve’s building renovations and the mortgage fraud allegations against Federal Reserve Governor Lisa Cook.<a href="http://stocktwits.com/symbol/FNMA">Fannie Mae’s stock</a> was up 1.8% in pre-market trade, but&nbsp;<a href="http://stocktwits.com/symbol/FMCC">Freddie Mac’s stock</a> dipped more than 1%. On Stocktwits, retail sentiment around Fannie Mae trended lower within ‘bearish’ territory, while retail sentiment around Freddie Mac dipped to ‘extremely bearish’ from ‘bearish’ territory over the past day.&nbsp;It was&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-administration-eyes-30-billion-ipo-of-fannie-mae-freddie-mac/chrn0faRd4E">reported</a> earlier this month that the Trump administration was looking to sell its shares in both companies to raise up to $30 billion. Sources said that officials were considering a combined valuation of over $500 billion, and could sell between 5% to 15% of the companies’ stock. At the time, it remained undecided whether the two mortgage giants would pursue individual listings or a joint IPO.The pushback from Senators Warren, Booker, and Schumer comes against a backdrop of mortgage rates holding&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktitan.net/news/FMCC/mortgage-rates-tick-nf4k4od1ba70.html">above</a> 6.5% and housing activity stuck at the weakest level in decades.&nbsp;Market analysts share those concerns. Some&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/mortgage-rates-us-housing-market-outlook-trump-trade-fannie-freddie-2025-5">warn</a> that privatizing Fannie and Freddie could lift mortgage rates if investors no longer assume an implicit government backstop in the event of losses. The two companies, both of which bundle and sell mortgages, were brought under government control after the 2008 financial crisis.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/de-minimis-ends-today-heres-whos-likely-to-win-and-lose-after-us-tariff-shift/chtThciRdNB">De Minimis Ends Today – Here’s Who’s Likely To Win And Lose After US Tariff Shift</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Fannie Mae, Freddie Mac IPO Plans Face Democratic Pushback On Mortgage Rate Risks: Report

According to a report by Bloomberg, Senators Elizabeth Warren, Cory Booker, and Chuck Schumer sent a letter to Federal Housing Finance Agency Director William Pulte, asking him to prioritize housing affordability. 

The Trump administration is reportedly preparing to sell shares in mortgage giants Fannie Mae (FNMA) and Freddie Mac (FMCC), eyeing to raise up to $30 billion later this year.People familiar with the matter&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/finance/regulation/trump-aiming-to-ipo-fannie-mae-and-freddie-mac-later-this-year-13b138cf">told</a> The Wall Street Journal that officials are considering a combined valuation of over $500 billion and could sell between 5% and 15% of the companies’ stock. The report added that whether the government will proceed with a joint IPO or list the firms separately is still under discussion.&nbsp;<a href="https://stocktwits.com/symbol/FMCC">Freddie Mac’s stock</a>, listed on the OTC market, gained more than 20% in midday trade on Friday, with retail sentiment on Stocktwits in ‘bullish’ territory. The shares have more than doubled in value this year and gained more than 600% over the past 12 months.Meanwhile, <a href="https://stocktwits.com/symbol/FNMA">Fannie Mae's stock</a> gained nearly 18%, with its retail sentiment also in the 'bullish' zone. The shares have gained 183% this year and almost 780% over the past 12 months.Fannie Mae and Freddie Mac have been under federal conservatorship since the 2008 financial crash. Both companies had become insolvent during the subprime mortgage crisis. Earlier attempts to exit conservatorship were also made during Trump’s first term.Since being bailed out, the companies have rebuilt capital reserves, repaid their Treasury loans, and returned to profitability. However, Freddie Mac’s most recent second-quarter (Q2) results showed a 14% dip in net income year-over-year (YoY).The news of a $500 billion valuation comes after Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/boards-policy-regulation/trump-met-citi-bofa-ceos-discuss-plans-fannie-freddie-sources-say-2025-08-06/">reported</a> earlier this week that the President had met with the CEOs of Citigroup (C) and Bank of America (BAC) to discuss the administration’s plans for privatization. Trump also reportedly met with other banking executives, including Goldman Sachs’ (GS) CEO David Solomon, in late July to discuss the same.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-warns-ending-tariffs-now-would-trigger-a-great-depression/chrnifCRd4P">Trump Warns Ending Tariffs Now Would Trigger A ‘Great Depression’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Trump Administration Eyes $30 Billion IPO Of Fannie Mae, Freddie Mac: Report

According to The Wall Street Journal report, officials are considering a combined valuation of over $500 billion and could sell between 5% and 15% of the companies’ stock. 

Fannie Mae and Freddie Mac stocks gained in extended trading on Thursday after a report stated that U.S. President Donald Trump is inquiring about the pitches from chief executives of big banks for monetizing the mortgage firms, including a major public offering.According to a Bloomberg News <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-31/trump-asks-bank-ceos-to-pitch-on-fannie-freddie-stock-offerings">report</a>, Trump met with JPMorgan Chase &amp; Co. CEO Jamie Dimon at the White House last week, followed by talks with Goldman Sachs CEO David Solomon on Thursday. The president is also likely to meet with the Bank of America CEO, Brian Moynihan, in the coming days, and talks are likely to include other banks too, the report added, citing people familiar with the matter.Shares of Federal National Mortgage Association, or <a href="https://stocktwits.com/symbol/FNMA">Fannie Mae</a>, jumped 14.4% after-hours, while Federal Home Loan Mortgage Corp, or <a href="https://stocktwits.com/symbol/FMCC">Freddie Mac</a>, shares rose 5.7%. Retail sentiment on Stocktwits for both stocks was ‘extremely bullish’ late Thursday.Fannie and Freddie buy mortgages from lenders and either hold these mortgages in their portfolios or package the loans into mortgage-backed securities, with a guarantee of protection from the government regarding any losses.Trump is reportedly asking bank CEOs for a roadmap on taking the mortgage firms public and how their banks might play a role. The federal government gained control of the two companies following the 2008 financial crisis. Both companies are now profitable, and only a limited number of their shares are publicly available.The Republican President had said in May that he was “giving very serious consideration” to taking the firms public, which is also a long-term demand for allies and hedge funds, including billionaire Bill Ackman. However, the government has been cautious about making any moves due to a potential impact on the housing market.One retail trader expected Fannie Mae stock to hit $15 by Friday.<stembedurl>https://stocktwits.com/dismilair/message/623307953</stembedurl>&nbsp; Another trader noted that some estimates of the companies' value were “super light” before adding, “These companies will trade at AT LEAST 12x PE. So many changes [are] being made in the businesses for efficiency.”<stembedurl>https://stocktwits.com/spareopposite_8103/message/623317432</stembedurl>According to a report by the Congressional Budget Office, the government could generate $206 billion from the sale of the two companies, provided they are under receivership.Freddie Mac shares have gained nearly 92% this year, while Fannie Mae stock has more than doubled.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/wells-fargo-analyst-expresses-surprise-at-cigna-stock-slide-after-upbeat-q2-earnings/choLjllRdGg">Cigna Stock Slides 8% On Thursday But Wells Fargo Analyst Is Surprised: Here’s What Happened</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

: U.S. President Donald Trump walks across the South Lawn of the White House after returning on Marine One on July 29, 2025 in Washington, DC. 

Trump Reportedly Taps Wall Street Banks To Explore Fannie, Freddie Public Offering Strategy — Retail Eyes Fresh Highs

According to a Bloomberg News report, Trump already met JPMorgan Chase & Co. CEO Jamie Dimon last week at the White House, followed by talks with Goldman Sachs CEO David Solomon on Thursday.

Fannie Mae, Freddie Mac shares tumble after conservatorship comments

Investing.com -- Shares of mortgage finance giants  Fannie Mae  (OTC:FNMA) and  Freddie Mac  (OTC:FMCC) fell 7% in Friday trading after Federal Housing Finance Agency (FHFA) Director Bill Pulte indicated the companies would likely remain in conservatorship.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$0.63	--	--	N/A
Q4 '25	$0.66	$0.60	-10.33%	MISSED
Q3 '25	$0.68	$0.65	-3.97%	MISSED
Q2 '25	$0.64	$0.57	-11.92%	MISSED
Q1 '25	$0.67	$0.62	-7.52%	MISSED

FNMA
Federal National Mortgage Association

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FNMAFederal National Mortgage Association