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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending sharply upward ahead of its highly anticipated earnings report later today, with the community divided between strong bullish sentiment driven by massive AI demand and new product excitement, and cautious predictions of a "sell the news" event following the recent rally.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending amid a significant stock price decline, fueling community debate over broader software sector weakness and perceived threats from AI, contrasted by conviction from investors who highlight strong fundamentals, strategic AI pivots, and upcoming earnings as catalysts for a major rebound and short squeeze.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is trending after reporting strong quarterly earnings that surpassed expectations, showcasing robust growth in USDC adoption and transaction volume, which has ignited bullish sentiment and discussions around its pivotal role as foundational digital dollar infrastructure amid debates on its valuation and market sensitivity.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is trending with high community anticipation for upcoming ASCO GU data on its ANKTIVA immunotherapy. Many expect this data to solidify the drug's position as a standard-of-care backbone for various cancers, driving strong conviction and 'buy the dip' sentiment despite persistent short pressure.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending following its recent earnings, which showed a revenue decline but emphasized a strategic pivot to high-power AI data centers with new GaN and SiC solutions. The community is actively discussing the technology's critical role in addressing AI's escalating energy demands, with significant anticipation for definitive, revenue-generating contracts from hyperscalers like NVIDIA.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA Group is trending following strong Q4 earnings that surpassed analyst expectations, fueled by double-digit revenue growth and upbeat FY26 guidance for restaurant expansion and same-store sales. The market is buzzing with a perceived short squeeze, as bulls celebrate the upward momentum and increased price targets, while some express skepticism over the stock's high valuation despite its growth in the fast-casual dining sector.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics is trending after its experimental Friedreich's ataxia treatment received FDA Breakthrough Therapy designation, with the agency open to accelerated approval using a novel biomarker. The community is buzzing with high price targets and buyout speculation, navigating discussions around potential future dilution and the drug's safety profile.

Oddity Tech Ltd. engages in the online retail sale of cosmetics and beauty products. Its products include lipsticks, makeup brushes, mascara, eyelash curlers, and makeup brush cleansers. The company was founded by Oran Holtzman and Shiran Holtzman-Erel on March 23, 2013 and is headquartered in Tel Aviv, Israel.

ODDITY Tech Ltd. - Ordinary Shares - Class A

ODDITY Tech Ltd. is trending after a dramatic share price fall, driven by a forecast of substantial revenue decline in the upcoming quarter due to an advertising algorithm issue, as the community intensely debates if the sell-off is an overreaction or signals deeper concerns about the company's operational integrity.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is a hot topic following activist investor Jana Partners' reported stake and mixed Q4 earnings, with community sentiment sharply divided between those who see a "massively undervalued" fintech leader on the cusp of a turnaround and skeptics concerned about sector headwinds and debt. Discussions also center on aggressive call buying and ongoing insider accumulation as signs of potential future upside for the stock.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is trending after its latest earnings revealed impressive revenue growth, particularly in diagnostics, and a record total contract value with pharma partners for its AI-driven oncology platform. However, a wider net loss and anticipated slower revenue growth are sparking a debate among investors, with many seeing a buy-the-dip opportunity fueled by institutional interest and short-squeeze potential.

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Zacks.com featured highlights include Brookdale Senior Living, Lumen Technologies and Gold.com

Brookdale Senior Living leads three momentum stocks flashing strength despite market volatility and sharp weekly pullbacks.

3 Communication Stocks Likely to Benefit From Industry Tailwinds

The accelerated pace of 5G deployment and demand for scalable infrastructure will likely help the Zacks Diversified Communication Services industry thrive despite geopolitical challenges. VIV, LUMN and VEON are well-positioned to capitalize on the infrastructure upgrade for seamless connectivity.

<ul class="summary-bullets"><li>Lumen stated that it has been selected to expand Anthropic’s fiber network across North America.</li><li>The company will introduce a new revenue reporting framework from the first-quarter of fiscal 2026.</li><li>Lumen said it remains on track to reach 47 million fiber miles by the end of 2028.</li></ul>Shares of Lumen Technologies (LUMN) jumped more than 5% in pre-market trading on Wednesday after the company said it has been selected to expand Anthropic’s fiber network across North America and outlined plans to drive EBITDA margin growth through 2030.Lumen said the Anthropic partnership is part of its nearly $13 billion in total Private Connectivity Fabric (PCF) deals it has secured to date. Under the agreement, Anthropic has selected Lumen to develop a high-capacity network to power its AI research and operations.<h2 class="st-heading-2">Expanding EBITDA Margins By 2030</h2>The company outlined several multi-year financial goals. It aims to expand adjusted earnings before interest, tax, depreciation and amortization (EBITDA) margins from 27.1% in 2025 to the mid-30% range by 2030.Lumen also plans to boost free cash flow through higher margins, lower capital intensity, and revenue growth, and expects business segment revenue to return to growth in 2028. Additionally, the company will introduce a new revenue reporting framework. Starting in the first quarter of 2026, Lumen will report revenue by products and services to better reflect its enterprise-focused strategy, it stated.“Our objective is clear: accelerate investment in AI and our digital future, and where it drives the highest returns to deliver shareholder value,” said CFO Chris Stansbury.Lumen stated it remains on track to reach 47 million fiber miles by the end of 2028. The company plans to expand its network to about 58 million miles by 2031, backed by $2.5 billion in new PCF agreements.<h2 class="st-heading-2">Shares Fall Since Q4 Results</h2><a href="https://stocktwits.com/symbol/LUMN">LUMN stock</a> has been under some selling pressure, declining more than 16% since&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-lumn-stock-down-despite-q4-earnings-beating-wall-street-estimates/cZb0JUgR4mr">reporting</a> its fourth-quarter earnings earlier this month. Fourth-quarter (Q4) revenue fell to $3.04 billion from $3.3 billion, while diluted earnings per share, excluding special items, came in at $0.23, up from $0.09 a year earlier.For fiscal 2026, the company forecast adjusted core profit between $3.1 billion and $3.3 billion, below the $3.37 billion consensus estimate, and added that it remains on track to achieve $700 million in cost savings in 2026 and $1 billion in 2027.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits turned 'neutral' from ‘bearish’ over the past 24 hours.<img src="https://news.stocktwits-cdn.com/Lumen_jpg_042a317e5e.webp" alt="Lumen.jpg">Earlier, one user said that the stock has “never looked this good as it does today.”<stembedurl>https://stocktwits.com/KarlDieGlatze/message/645796949</stembedurl>LUMN shares have gained more than 65% over the past year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/evh-stock-record-low-keybanc-downgrade/cZRyT0uR46H">EVH Stock On Track To Open At Record Low – Here’s Why Keybanc Turned Cautious</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Lumen Technologies, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 25, 2024. 

LUMN Stock Climbs 5% Pre-Market – What’s The Anthropic Connection?

The company outlined several multi-year financial goals, including expansion of EBITDA margins to the mid-30% range by 2030.

Equity

Lumen Marks New Phase of Transformation at 2026 Investor Day

Lumen Technologies (NYSE: LUMN) today announced at its 2026 Investor Day the companys multi-year vision, strategy and financial framework as it accelerates its transformation into an...

Buy 3 Momentum Anomaly Stocks as Volatility Hits Markets Hard

BKD, LUMN and GOLD screen as momentum anomaly picks after market turmoil, pairing strong one-year gains with sharp weekly pullbacks.

Vanguard Group Inc. Purchases 1,295,177 Shares of Lumen Technologies, Inc. $LUMN

Vanguard Group Inc. boosted its holdings in shares of Lumen Technologies, Inc. (NYSE:LUMN - Free Report) by 1.2% in the 3rd quarter, according to its most recent disclosure with the Securities and...

Lumen Doubles Network-as-a-Service Customer Base as Enterprises Rapidly Shift to Programmable Connectivity

Lumen Technologies (NYSE: LUMN) today announced the company has doubled its network-as-a-service (NaaS) customer base to more than 2,000 businesses since Q3 2025, reflecting how quickly enterprises...

Lumen Ratings Upgraded by Top 3 Global Ratings Agencies

Lumen Technologies (NYSE: LUMN) today announced that it has received upgraded ratings from all three major global ratings agencies Fitch Ratings (Fitch), Moodys Investor Service (Moodys), and S&P...

Is Lumen Technologies Stock Your Ticket to Becoming a Millionaire?

Key PointsWhile some companies are bound to see AI disrupt their business models, Lumen Technologies is positioning itself for the future...

Lumen Technologies (NYSE:LUMN) Director Sells $355,050.00 in Stock

Lumen Technologies, Inc. (NYSE:LUMN - Get Free Report) Director Diankha Linear sold 45,000 shares of the firm's stock in a transaction dated Friday, February 20th. The shares were sold at an average...

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

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Miss EPS and revenue

Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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Stocktwits Polls

Discussions center on the recent Investor Day, with hopes for clearer financial roadmaps, partnerships, and an optimistic future amidst mixed reactions to management's presentations.

Excitement surrounds Lumen doubling its Network-as-a-Service (NaaS) customer base to over 2,000 businesses, highlighting the shift towards flexible, programmable network solutions.

Strong opinions are circulating about the stock being severely undervalued by short sellers, with many believing the current price offers a significant buying opportunity.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	-$0.15	--	--	N/A
Q4 '25	-$0.26	$0.23	187.52%	BEAT
Q3 '25	-$0.26	-$0.20	22.98%	BEAT
Q2 '25	-$0.26	-$0.03	88.35%	BEAT
Q1 '25	-$0.27	-$0.13	52.30%	BEAT

LUMN
Lumen Technologies Inc

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