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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending following strong earnings that surpassed expectations, driven by significant year-over-year revenue growth and an optimistic 2026 guidance, which has prompted analyst upgrades. The community is actively discussing its high valuation amidst accelerating U.S. commercial and AI platform adoption, with bulls celebrating its "blowout results" while bears question the sustainability of its growth.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is heavily discussed ahead of its imminent earnings report, fueling a heated debate between investors who believe its severely depressed valuation, active buybacks, and strategic initiatives signal a compelling turnaround, and those maintaining a strong bearish stance on its competitive position and future growth in the evolving fintech sector.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending following a JPMorgan upgrade to Overweight, igniting community debate over its perceived oversold status and the potential for a short squeeze. Despite reporting strong earnings and ongoing speculation about S&P 500 inclusion, many investors are expressing frustration with the stock's recent performance.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is trending as the easing of intense price wars in China's coffee market, with competitors raising prices, is sparking optimism for significant margin expansion and record earnings ahead of its upcoming Q4 report. Investors are actively discussing the company's rapid global store expansion and "absurd" undervaluation compared to rivals, eagerly awaiting a potential uplisting from its current OTC status.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending intensely ahead of its earnings report, driven by community expectations for a substantial revenue beat and a potential short squeeze, with optimism amplified by its critical role in AI infrastructure, particularly for Elon Musk's xAI after its merger with SpaceX, amidst ongoing debates over valuation and management's past performance.

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 (WULF) is gaining significant attention following its strategic acquisition of two new sites, adding 1.5 GW and doubling its total infrastructure capacity to 2.8 GW. This move is largely seen by the community as a game-changer for its AI/HPC strategy, sparking discussions of a potential short squeeze and strong future growth.

Rambus, Inc. engages in the provision of cutting-edge semiconductor and Internet Protocol products, spanning memory and interfaces to security, smart sensors and lighting. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in Sunnyvale, CA.

Rambus Inc.

Following its Q4 2025 earnings and Q1 2026 revenue guidance that missed analyst estimates, Rambus experienced a significant sell-off, sparking community debate over whether the sharp decline is an overreaction to a temporary operational issue or a justified correction within the high-demand memory and AI sector.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is trending as investors await its crucial earnings report, eager for management to emphasize the significant expansion of its Helios AI data center capacity and its strengthened CoreWeave partnership, which are expected to de-risk its business amid ongoing cryptocurrency market volatility.

Wave Life Sciences Ltd. is a clinical-stage biotechnology company, which focuses on developing its proprietary RNA medicines platform and PRISM. It also develop and commercialize a pipeline RNA medicines in a variety of therapeutic areas. The company was founded by Gregory L. Verdine and Takeshi Wada on July 23, 2012 and is headquartered in Singapore.

Wave Life Sciences Ltd.

Wave Life Sciences Ltd

Wave Life Sciences is generating significant buzz after early clinical data showed its obesity candidate, WVE-007, achieved fat loss while preserving muscle mass and demonstrated favorable tolerability, differentiating it from current GLP-1 therapies. While analysts raise price targets on its "paradigm-shifting" potential and major pharma's hunt for next-generation treatments, investors are weighing this against the early phase data and dilution from a recent public offering.

Polestar Automotive Holding UK Plc is the Swedish electric performance car brand that engages in the research, development, marketing, commercialization, and sales of battery electric vehicles and related technology solutions. It offers Polestar 2 (PS2), a premium fast-back sedan, the Polestar 3 (PS3), a luxury aero sport-utility vehicle, the Polestar 4 (PS4), a premium sport utility vehicle, the Polestar 5 (PS5), a luxury sport grand-touring sedan, and the Polestar 6 (PS6), a luxury roadster. The company was founded on September 15, 2021 and is headquartered in Gothenburg, Sweden.

Polestar Automotive Holding UK PLC - ADR Class A

Polestar is actively discussed following news of a significant $400 million equity investment aimed at bolstering liquidity, coupled with reports of record sales, though community sentiment remains sharply split between anticipation of a turnaround and deep-seated concerns over dilution, debt, and the aftermath of its recent reverse stock split.

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<ul class="summary-bullets"><li>Morgan Stanley flagged a new Medicare Advantage policy overhang, saying Humana’s "disproportionate" exposure could pressure margins into 2027.</li><li>The firm cut Humana to 'Underweight' and lowered its price target to $174.</li><li>Analysts had warned that the CMS rate update could weigh broadly on health insurers.</li></ul>Shares of Humana, Inc. fell nearly 0.3% in premarket trading on Tuesday after a Morgan Stanley downgrade flagged Medicare Advantage policy risks into 2027.The stock fell more than 4% on Monday, touching its lowest level in nine years, and slid a further 0.2% in extended trading.<h2 class="st-heading-2">Medicare Advantage Policy Overhang</h2>Morgan Stanley said Humana faces a new “policy overhang” following what it described as an unfavorable Medicare Advantage Advance Rate Notice. The firm said the sector was “caught off-guard” by the update, which points to a roughly flat benchmark reimbursement rate for Medicare Advantage plans, well below consensus expectations for 3% to 5% growth.The brokerage added that Humana is “disproportionately exposed” to Medicare Advantage, where the policy backdrop could slow Humana’s margin turnaround strategy. The firm also flagged “incremental risks” linked to Medicare Advantage enrollment growth and profitability this year.Morgan Stanley downgraded Humana to ‘Underweight’ from ‘Equal Weight’ and lowered its price target to $174 from $262, implying a 7% downside from current levels.&nbsp;<h2 class="st-heading-2">Government Rate Proposal In Focus</h2>The downgrade comes after the Centers for Medicare &amp; Medicaid Services said last week that the U.S. has proposed an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/unh-hum-health-insurer-stocks-could-take-time-to-recover-from-medicare-rate-shock-cantor-fitzgerald/cmyaFjrR4hU">average&nbsp;</a>0.09% rate increase for payments to private insurers for the Medicare Advantage plans they manage in 2027. The agency said the update reflects underlying cost trends, 2026 quality ratings, and changes to the risk adjustment model, under which insurers are paid more when their patients are sicker.“These proposed payment policies are about making sure Medicare Advantage works better for the people it serves,” CMS Administrator Mehmet Oz said, adding that the agency aims to modernize risk adjustment and protect taxpayers from unnecessary spending.CMS said it expects the 0.09% increase to result in more than $700 million in additional payments in 2027. The agency is scheduled to issue the final Medicare Advantage rate announcement on April 6.<h2 class="st-heading-2">Analysts Warn Of Broader Sector Pressure</h2>Cantor Fitzgerald said last week that healthcare insurance stocks could face a materially negative reaction following the Medicare Advantage rate update.The firm said a quick rebound across the sector appears unlikely, as the rate outlook indicates greater political influence than in prior years. Cantor added that CMS’s proposal implies Medicare Advantage plans would receive only about $700 million more in 2027 compared with the current year.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for Humana was ‘extremely bullish’ amid ‘extremely high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/hum_ss_png_b169e2cd0a.webp" alt="hum ss.png" width="970" height="144"><figcaption>HUM sentiment and message volume as of February 3 | Source: Stocktwits</figcaption></figure>One user expects the stock to fall to “$170 by Friday unfortunately.”<stembedurl>https://stocktwits.com/Boss_marcel/message/643750257</stembedurl>Another user said they plan to stay on the sidelines until at least two days after the earnings release, which is due next week on Feb.11.<stembedurl>https://stocktwits.com/dvdwht/message/643730656</stembedurl><a href="https://stocktwits.com/symbol/HUM">Humana’s stock</a> has declined 35% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The MyHumana app page is displayed on a smartphone in the Apple App Store in front of the Humana Inc logo on October 30, 2024 in Chongqing, China. (Photo by Cheng Xin/Getty Images)

Humana Stock Slips Premarket After Hitting 9-Year Low: Morgan Stanley Sees Medicare Advantage Risk In 2027

Morgan Stanley downgraded the stock following CMS’s proposed 0.09% Medicare Advantage rate increase for 2027.

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<ul class="summary-bullets"><li>Wall Street is positioned for a heavy earnings slate and tracked the recovery in precious metals.</li><li>Gold resumed its rally above $4,850 an ounce while silver jumped 11%.</li><li>The US and India finally inked a trade deal, with Trump announcing a sharp cut in tariffs on Indian goods following India’s decision to halt Russian oil purchases.&nbsp;</li></ul>U.S. stock futures were higher early Tuesday as markets resumed a positive tone in the previous session.&nbsp;In Washington, lawmakers moved to end a partial government shutdown, with a final vote expected Tuesday. Meanwhile, President Trump has slashed tariffs on Indian goods to 18% (from 50%) after India agreed to halt Russian oil purchases.&nbsp;As of 3:30 a.m. ET on Tuesday, Nasdaq futures were up 0.6%, the S&amp;P 500 futures rose 0.2%, the Dow futures were flat, while Russell 2000 futures were up 0.2%.&nbsp;&nbsp;Meanwhile, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, has remained ‘bearish’, while the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq 100 Index, held at ‘neutral’, amid high message volumes.&nbsp;After a brief breather, gold has resumed gains above $4,850/oz, while silver rose 11% to over $85/oz.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/SLV">iShares Silver Trust (SLV)</a> was among the top trending tickers on Stocktwits at the time of writing.&nbsp;<a href="https://stocktwits.com/symbol/GLD/">SPDR Gold Shares ETF (GLD)</a> also saw retail sentiment remaining in the ‘extremely bullish’ territory, with ‘extremely high’ levels of chatter.&nbsp;Trending Stocks To WatchPalantir (PLTR): Has reported its best annualized growth rate on record (70%) and a massive Q4 revenue beat of $1.41 billion.Amazon (AMZN): As it gears up to report earnings this week, news reports suggest that it may eliminate 2,200 more jobs as it continues to lean into operational efficiency.Tesla (TSLA): It has introduced a new all-wheel-drive Model Y variant in the U.S., priced at $41,990. But investors are also assessing the $1.25 trillion mega-merger between SpaceX and xAI.&nbsp;TeraWulf (WULF): The company has acquired two massive infrastructure sites in Kentucky and Maryland, expanding its digital power portfolio to 2.8 GW.In other deal news, Alphabet’s Google Cloud signed a five-year AI deal with Liberty Global, while Intel and SoftBank announced a pact for next-gen memory technology.Investors will also be tracking Nvidia (NVDA) and Oracle (ORCL), whose shares were under pressure on Monday over fresh&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/is-nvidias-100b-deal-with-openai-stalled-altman-huang-and-oracle-try-to-calm-market-jitters/cZbiWZUR4lc">concerns</a> that a major Nvidia AI deal with OpenAI had stalled.Other tickers trending on Stocktwits at the time of writing included Super Micro Computer (SMCI), Sandisk (SNDK), Humana (HUM), and Innodata (INOD), among others.&nbsp;Other Catalysts To Watch On the economic front, traders were awaiting the December 2025 JOLTS (Job Openings and Labor Turnover Survey) report, which could be delayed due to a partial federal government shutdown that began on Saturday.And on the earnings radar, investors will also be watching for the quarterly reports from Merck (MRK), PepsiCo (PEP), Pfizer (PFE), Eaton (ETN), Transdigm (TDG), PayPal (PYPL), Gartner (IT), and Capri Holdings (CPRI), among others.For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Edge Higher Ahead Of Earnings Rush: Why PLTR, AMZN, TSLA, WULF Are On Traders' Radar Today

Retail sentiment on major ETFs such as SPY and QQQ remains mixed on Stocktwits. 

UnitedHealth, CVS, Humana Face Double Trouble As Trump's Medicare Cuts Are Just The Start PBM 'Spread Pricing' Comes Under Fire

Trump's Medicare rate cap and a new "radical" PBM transparency rule hit UnitedHealth, CVS, and Humana. See why health stocks are tumbling.read more...

Mediolanum International Funds Ltd Makes New Investment in Humana Inc. $HUM

Mediolanum International Funds Ltd acquired a new position in Humana Inc. (NYSE:HUM - Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange...

Tejara Capital Ltd Acquires Shares of 7,200 Humana Inc. $HUM

Tejara Capital Ltd acquired a new stake in shares of Humana Inc. (NYSE:HUM - Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange...

New York State Common Retirement Fund Purchases 36,471 Shares of Humana Inc. $HUM

New York State Common Retirement Fund increased its position in Humana Inc. (NYSE:HUM - Free Report) by 49.0% during the third quarter, according to its most recent Form 13F filing with the SEC. The...

UnitedHealth Rival Humana Tops Valuation Metric As 26% YTD Plunge Creates Entry Point Amid Trump's Proposed Medicare Rates

Humana's Value Score hits 86.97 as a 26% YTD drop and Trump's Medicare proposal create a high-value entry point despite sector headwinds.read more...

Medicare Advantage exposed 1.2 trillion dollar rip off

For most Medicare beneficiaries, and especially the 35 million or so individuals enrolled in Medicare Advantage plans, nothing is changing right now. But come 2027, all bets are off.The Trump...

Best Medical Stocks To Research - January 28th

UnitedHealth Group, Eli Lilly and Company, Humana, Elevance Health, Johnson & Johnson, Danaher, and Abbott Laboratories are the seven Medical stocks to watch today, according to MarketBeat's stock...

Humana (NYSE:HUM) Sees Large Volume Increase - What's Next?

Humana (NYSE:HUM) Sees Large Volume Increase - Should You Buy...

Humana Inc. engages in the provision of health insurance services. It operates through the Insurance and CenterWell segments. The Insurance segment consists of Medicare benefits, marketed to individuals or directly via group Medicare accounts, as well as contract with CMS to administer the Limited Income Newly Eligible Transition, or LI-NET, prescription drug plan program and contracts with various states to provide Medicaid, dual eligible demonstration, and Long-Term Support Services benefits, which refer to as state-based contracts. The CenterWell segment represents payor-agnostic healthcare services offerings, including pharmacy dispensing services, provider services, and home services. The company was founded by David A. Jones, Sr., and Wendell Cherry on August 18, 1961 and is headquartered in Louisville, KY.

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