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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 trending due to its imminent earnings report, generating highly polarized community sentiment as investors debate whether extreme undervaluation and oversold conditions will trigger a rebound, or if competitive concerns and management's guidance will lead to further declines. Many are keenly awaiting management's comments on share buybacks and new growth initiatives to clarify the company's path forward.

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 a strong quarterly earnings report that exceeded expectations, highlighted by robust U.S. commercial growth and optimistic future guidance. While bulls celebrate its perceived leadership in the AI space and consistent execution, bears continue to question its high valuation and long-term sustainability despite impressive growth metrics.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is trending amidst widespread investor debate following recent executive departures and perceived management silence, with its stock hitting multi-year lows leading some to fear a "falling knife" while others see a compelling "oversold" opportunity in the ad-tech space.

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 ahead of its earnings call, as the community eagerly anticipates updates on its Helios AI data center, the 1.6 GW capacity approval, and its CoreWeave contract, hoping for a narrative shift away from its volatile crypto correlation. Investors are keen for management to emphasize the AI infrastructure pivot, especially following recent cryptocurrency market movements.

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 amidst optimism for strong Q4 earnings, driven by rapid store expansion and anticipated margin improvements following rival Cotti Coffee's recent price hikes. Community conversations frequently highlight its significant growth and undervalued status compared to competitors like Starbucks, alongside persistent hopes for an eventual Nasdaq relisting.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer is trending as a Q4 earnings and revenue beat, combined with positive Phase 2b trial results for its ultra-long-acting GLP-1 obesity treatment, fuels community discussions about its expanding pipeline and potential breakout in the competitive metabolic health sector.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: Frito-Lay North America (FLNA), Quaker Foods North America (QFNA), PepsiCo Beverages North America (PBNA), Latin America (LatAm), Europe, Africa, Middle East, and South Asia (AMESA), and Asia Pacific, Australia and New Zealand, and China Region (APAC). The FLNA segment consists of branded convenient food businesses in the United States and Canada. The QFNA segment includes cereals, rice, and pasta under the Quaker, Pearl Milling Company, Quaker Chewy, Cap'n Crunch, Life, and Rice-A-Roni brands. The PBNA segment is composed of beverage concentrates, fountain syrups, and finished goods under various beverage brands such as Pepsi, Gatorade, Mountain Dew, Diet Pepsi, Aquafina, Diet Mountain Dew, Sierra Mist, and Mug. The LatAm segment covers beverage, food, and snack businesses in the Latin American region. The Europe segment offers beverage, food, and snack goods in Europe and Sub-Saharan Africa regions. The AMESA segment deals with all beverage and convenient food businesses in Africa, the Middle East, and South Asia. The APAC segment refers to all business operations in the Asia Pacific, Australia and New Zealand, and China region. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

PepsiCo is trending after reporting better-than-expected Q4 2025 earnings and announcing significant shareholder returns, including a new multi-billion dollar share repurchase program. The community is actively discussing its strategy to cut prices on popular snack brands, while many view the consumer staple as a stable investment amidst broader market shifts.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

Merck is trending after its Q4 earnings report, where a solid revenue beat was overshadowed by a cautious 2026 sales and EPS outlook falling below expectations. The community is actively discussing how this reduced guidance impacts future growth, especially given the looming Keytruda patent cliff and recent failed acquisition talks.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is experiencing a sharp decline driven by fears surrounding its upcoming lock-up expiration and recent analyst downgrades, with broader concerns about its valuation in an evolving AI landscape. The community is fiercely divided between those calling it a "scam IPO" amid sustained insider selling and others who view the extreme sell-off as a compelling buying opportunity for a market-leading product.

Rithm Capital Corp. engages in the provision of real estate, credit, and financial services. It operates through the following segments: Origination and Servicing, Investment Portfolio, Residential Transitional Lending, Asset Management, and Corporate. The Origination and Servicing segment includes residential mortgage loans underlying mortgage servicing right assets as well as those sub-service for third parties. The Investment Portfolio segment consists of residential mortgage loans, SFR properties, consumer loans, Non-Agency RMBS, Excess MSRs and servicer advance investments. The Residential Transitional Lending segment competes for both experienced sponsors, including developers and investors in residential real estate, and attractive lending opportunities based on several factors. The Asset Management segment focuses on the wholly owned subsidiaries, Sculptor, and RCM Manager. The company was founded on September 26, 2011 and is headquartered in New York, NY.

Rithm Capital Corporation

Rithm Capital is trending as investors react to consistently strong earnings reports and strategic acquisitions like Paramount Group, which significantly expand its diversified real estate and asset management holdings. Community discussion highlights its deep undervaluation relative to book value and robust dividend, alongside anticipation of rate cuts and potential future structural changes to realize its full market potential.

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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.

Equity

<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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