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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 is trending following an exclusive agreement to supply the Tokyo-172 strain of BCG in the U.S., a move investors view as a pivotal strategy to bypass supply bottlenecks and accelerate Anktiva-based treatments. The community is actively discussing this news alongside leadership shakeups at the FDA, with many retail investors interpreting the alignment of supply chain control and regulatory restructuring as a significant catalyst for future growth.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba Group is trending as investors weigh significant earnings expectations and optimism surrounding high-stakes trade discussions during a major executive visit to China. The community remains deeply divided, with bulls highlighting the stock's long-term AI and cloud infrastructure potential while bears maintain a cautious outlook based on recent performance and valuation concerns.

Gensyn, the Network for Machine Intelligence, is an open infrastructure layer for AI. It provides the foundational infrastructure AI needs to operate at scale, including compute, data, and information exchange, by enabling both humans and machines to participate in open digital markets. Built with native support for AI communication, identification, and verification, Gensyn serves as the economic backbone for continual learning over new decentralised AI models and applications, without centralised control.  Gensyn is backed by a16z crypto, CoinFund, Galaxy Digital, Eden Block, Maven 11, and more. For more information, visit http://gensyn.ai

Gensyn

Gensyn is capturing significant community attention following its recent listings on major cryptocurrency exchanges like Coinbase and Binance. Investors are actively discussing the token's potential role in the expanding artificial intelligence sector, driven by enthusiasm for its decentralized machine intelligence protocol and optimistic sentiment regarding future adoption.

Macy's, Inc. engages in the retail of apparel, accessories, cosmetics, home furnishings, and other consumer goods. The firm's brands include Macy's, Bloomingdale's, and Bluemercury. It offers men's, women's, and children's apparel, women's accessories, intimate apparel, shoes, cosmetics, fragrances, as well as home and miscellaneous products. The company was founded by Rowland H. Macy in 1858 and is headquartered in New York, NY.

Macy`s Inc

Macy's Inc

Macy's is experiencing significant market interest following a Q2 earnings beat and raised full-year guidance, which has spurred optimism regarding the effectiveness of its turnaround strategy. The community is actively debating the stock's potential for a sustained rally against broader retail sector headwinds, with many traders closely monitoring the real estate valuation and store optimization progress.

Lynas Rare Earths Ltd. engages in the production of rare earth minerals. It focuses on the exploration, development, mining, and processing of rare earth deposits. The company was founded by Nicholas Anthony Curtis on May 23, 1983 and is headquartered in Perth, Australia.

Lynas Rare Earths Limited

Lynas Rare Earths is seeing significant investor attention driven by rising geopolitical demand for non-Chinese critical mineral supply chains, underscored by its strategic expansion into U.S.-based processing and defense-focused production. The community is actively monitoring institutional sentiment, the company's role as the largest producer outside of China, and its progress in fulfilling critical off-take agreements to secure supply for high-growth sectors like electric vehicles and defense.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is seeing significant upward momentum as investors speculate on a rotation into software stocks, further fueled by recent disclosures that the former President has established a substantial position in the company. The community is actively discussing the stock's role as a mission-critical platform for enterprise AI and workflows, debating whether this strength signals a sustainable trend or a temporary relief rally.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire Corporation is experiencing significant momentum and investor interest driven by a massive record backlog, expanding margins, and widespread anticipation surrounding a potential SpaceX IPO. Community sentiment remains highly bullish, with many traders viewing the stock as an undervalued infrastructure play that is well-positioned to benefit from the broader space sector expansion.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is seeing increased investor optimism as strong fundamentals, improved medical care ratios, and rotation out of volatile sectors drive the stock toward recovering its past highs. The community is actively debating the significance of institutional buying and Berkshire Hathaway's recent exit, with many bulls viewing current dips as strategic entry points for long-term growth.

Charter Communications, Inc. engages in providing broadband communications services. Its services include Spectrum TV, Spectrum Internet, and Spectrum Voice. It offers business-to-business Internet access, data networking, business telephone, video and music entertainment services, and wireless backhaul. Its advertising sales division, Spectrum Reach, offers local, regional, and national businesses the opportunity to advertise in individual and multiple service areas on cable television networks and advanced advertising platforms. The company was founded in 1993 and is headquartered in Stamford, CT.

Charter Communications Inc. - Ordinary Shares - Class A

Charter Communications is facing intense selling pressure as investors react to the stock's significant decline and ongoing concerns regarding broadband subscriber growth. While some in the community highlight the stock's low P/E valuation and aggressive share buyback strategy as signs of a potential long-term value play or short squeeze candidate, others are cautious due to the company's substantial debt load and stiff competition.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

Bitmine Immersion Technologies is facing intense scrutiny as investors debate the impact of leadership's decision to slow Ethereum accumulation and its overall correlation with crypto market volatility. Community members are divided, with some betting on undervalued potential and share buyback programs while critics express frustration over price underperformance and dilution concerns.

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United Airlines Receives Encouraging Tidings on the Labor Front

UAL flight attendants ratify a 5-year deal: 31% average wage boost, boarding pay and $741M retro pay plus new job-security rules.

<ul class="summary-bullets"><li>U.S. airlines are under pressure from higher fuel costs, delivery delays, and disruptions in the Middle East.</li><li>Delta has reduced the impact by growing revenue from premium seats, loyalty programs and other services.</li><li>Elon Musk criticized Delta on X, saying the airline is making in-flight Wi-Fi harder and less convenient.&nbsp;</li></ul>Delta Air Lines (DAL) has emerged as one of the sector’s strongest performers so far this year, while many peers continue grappling with economic and geopolitical challenges.&nbsp;<h2 class="st-heading-2">Industry Pressure And DAL’s Strategy&nbsp;</h2>Industry-wide turbulence has intensified this year because of higher fuel expenses, aircraft delivery delays and disruptions tied to the prolonged U.S.-Iran conflict, which has shaken the Middle East oil economy. Those pressures have squeezed margins across the airline industry, particularly for carriers that rely on lower-priced ticket sales.Delta has partially shielded itself from those headwinds by expanding revenue streams beyond airfare. Premium seating, loyalty partnerships, cargo operations, and maintenance services now account for a large share of company revenue.Delta Air Lines’ stock is the only one among other major airlines to have gained over 3% year-to-date.&nbsp;<img src="https://news.stocktwits-cdn.com/koyfin_20260515_021203873_png_2e685414ce.webp" alt="koyfin_20260515_021203873.png">Despite its good performance, the airline is facing public criticism from Elon Musk after the carrier selected Amazon’s (AMZN) upcoming Leo satellite network over SpaceX’s Starlink service for future in-flight internet connectivity.<h2 class="st-heading-2">Musk Locks Horns With DAL’s Choice</h2>Replying to a post on X&nbsp;earlier this week, the SpaceX CEO&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2054679135637962951">accused</a> Delta of prioritizing a restrictive customer experience over convenience.“Delta wanted to make it painful, difficult and expensive for their customers. Hard to see how that is a winning strategy,” Musk said.&nbsp;In late March, Delta Air Lines signed a deal with Amazon to install Amazon Leo on 500 planes starting in 2028, aiming to make in-flight internet faster for passengers on both domestic and international routes.&nbsp;&nbsp;The new agreement builds on Delta’s longstanding reliance on Amazon Web Services, which already powers several of the airline’s technology systems.“This agreement gives us the fastest and most cost-effective technology available to better connect the world today, and it deepens our work with a global leader that shares our ambition to build what’s next — creating even stronger human connection for our people and our customers for years to come,” said Ed Bastian, Delta’s CEO, in March.&nbsp;In a separate&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2055094908860719174">post</a> late Thursday, Musk warned that Delta’s decision to go with Amazon Leo will eventually cost them customer traffic. “They will lose passengers over this,” he said.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.pcmag.com/news/not-accurate-delta-pushes-back-on-elon-musk-over-starlink-in-flight-wi">report</a> on&nbsp;PCMag, United shot back at Musk’s jibe, saying, “The assertion in question is not accurate.”Musk responded after SpaceX investor Ron Baron said Delta may want more control over how passengers use in-flight Wi-Fi. Musk said on X that Starlink avoids complicated login requirements and is designed to work smoothly, like home internet.&nbsp;“Not exactly. SpaceX requires that there be no annoying “portal” to use Starlink.Starlink WiFi must just work effortlessly every time, as though you were at home,” Musk said.Musk also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2054692244259782845">shared</a> support from the YouTube sensation, Mr. Beast, who strongly backed Starlink, saying he would only fly on planes offering the service because it reliably supports his global productions and works in remote areas without traditional internet.&nbsp;The back-and-forth comments have ignited a fresh rivalry in the aviation and satellite industries.&nbsp;<h2 class="st-heading-2">The Satellite Internet Showdown</h2>The larger debate centers on whether Amazon Leo can compete with Starlink’s existing infrastructure. Amazon’s satellite system remains in an earlier deployment phase. Starlink already operates on multiple airlines, including some United Airlines Holdings (UAL) routes.&nbsp;Amazon’s Leo system, however, remains in development and is expected to begin broader deployment in the coming years.Starlink made $11.4 billion in revenue last year, which was 61% of SpaceX’s total sales. It also earned about $7.2 billion in adjusted EBITDA, giving it a 63% margin. Using SpaceX’s expertise, Starlink builds and operates satellites to provide fast, low-latency internet worldwide.&nbsp;Meanwhile, DAL stock has gained more than 42% over the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lunr-stock-eyes-third-week-of-gains-analyst-still-sees-upside/cZXlVYFReSD">LUNR Stock Eyes Third Week Of Gains: Analyst Still Sees 37% Upside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Elon Musk speaks onstage during the "Exploring the New Frontiers of Innovation: Mark Read in Conversation with Elon Musk" session at the Lumiere Theatre.

DAL Leads Airline Stocks In Turbulent Year — But Elon Musk Warns Of Passenger Loss By Picking Amazon Leo Over Starlink 

Delta’s decision hinges on cost and performance benefits tied to the existing Amazon partnership. 

Equity

Delta’s decision hinges on cost and performance benefits tied to the existing Amazon partnership. 


Company News for May 12, 2026

Companies in The News Are: B, KGS, CRCL, LUV

SOUTHWEST AIRLINES DECLARES 189th QUARTERLY DIVIDEND

SOUTHWEST AIRLINES DECLARES 189th QUARTERLY DIVIDEND SOUTHWEST AIRLINES DECLARES 189th QUARTERLY DIVIDEND PR Newswire DALLAS, May 7, 2026 DALLAS, May 7, 2026 /PRNewswire/ --Southwest Airlines...

<ul class="summary-bullets"><li>U.S. airlines spent 56.4% more on jet fuel in March than they did in February</li><li>U.S. carriers spent $5.06 billion on fuel in March, 30% higher year-on-year.&nbsp;</li><li>However, airline ticket booking trends are robust.&nbsp;</li></ul>U.S. airlines spent 56.4% more on jet fuel in March 2026, a month after the U.S.-Israel strikes on Iran began, U.S. government data released on Wednesday showed.U.S. carriers spent $5.06 billion on fuel in March, up from $3.23 billion in February. It was 30% more than what they paid in March 2025, according to the Department of Transportation.&nbsp;Popular airlines have raised concerns over the rising costs. The S&amp;P500 Passenger Airlines Index has shown significant recovery, gaining 50.39% over the past 12 months, yet faced a year-to-date decline of 8.87%.Top U.S. aircraft operators like American Airlines and United Airlines have seen their stock drop 16% and 11%, respectively, year-to-date. Southwest Airlines and Delta Airlines eked out minor gains of 0.4% and 4% so far this year, owing to rising cost pressures.&nbsp;Major U.S. airlines have lowered or scrapped their 2026 forecasts altogether because of uncertainty about the trajectory of crude oil prices, which is their biggest expense after labor. Delta Airlines went a step further, scaling back its flight plans to cut costs.<img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_07_023004_png_5492d7d2f7.webp" alt="Screenshot 2026-05-07 023004.png">According to the Bureau of Transportation Statistics, airlines used 1.615 billion gallons of fuel in March, 19.5% more fuel than in February 2026 and 0.4% more fuel than in March 2025. The cost per gallon of fuel in March 2026 was $3.13, up $0.74 or 31% from February 2026.&nbsp;Spirit Airlines, which collapsed last week, said the surge in jet fuel costs foiled its plans to emerge from bankruptcy.&nbsp;However, air ticketing sales seem to be on a robust trajectory.Booking trends showed that in March, travel agency ticket sales rose 12% from a year ago to $10.4 billion, with the number of domestic trips up 5% and international up 1%, according to the Airlines Reporting Corp.&nbsp;<h2 class="st-heading-2">Retail View On AAL, UAL, And DAL&nbsp;</h2>Retail sentiment on Stocktwits for DAL and AAL was ‘bearish’ and ‘neutral’ for UAL. Message volumes were ‘normal’ for all three stocks.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Aircraft getting refueled at a tarmac. (Image Courtesy: Getty Images)

Turbulence Ahead? Aircraft Operators Spent 56% More On Jet Fuel Since Onset Of Iran War

U.S. airlines spent more than $5 billion on jet fuel in March, U.S. government data released Wednesday showed.

Promising Airline Stocks Worth Watching - May 6th

United Airlines, American Airlines Group, Joby Aviation, Delta Air Lines, Southwest Airlines, Alaska Air Group, and JetBlue Airways are the seven Airline stocks to watch today, according to MarketBeat's stock screener tool. Airline stocks are shares of publicly traded companies that operate passeng...

Top Airline Stocks To Consider - May 5th

Delta Air Lines, United Airlines, American Airlines Group, Joby Aviation, and Southwest Airlines are the five Airline stocks to watch today, according to MarketBeat's stock screener tool. Airline stocks are shares of publicly traded companies that operate passenger and/or cargo air transportation...

Promising Airline Stocks To Keep An Eye On - May 4th

Delta Air Lines, American Airlines Group, United Airlines, Southwest Airlines, and Joby Aviation are the five Airline stocks to watch today, according to MarketBeat's stock screener tool. Airline stocks are shares of publicly traded companies that operate passenger and/or cargo air transportation...

Airline Stocks To Keep An Eye On - May 3rd

United Airlines, Delta Air Lines, American Airlines Group, Southwest Airlines, and Joby Aviation are the five Airline stocks to watch today, according to MarketBeat's stock screener tool. Airline stocks are shares of publicly traded companies that operate commercial passenger and cargo air transpor...

M&T Bank Corp Sells 70,030 Shares of Southwest Airlines Co. $LUV

M&T Bank Corp lowered its stake in Southwest Airlines Co. (NYSE:LUV - Free Report) by 82.7% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission...

Southwest Airlines Co. engages in the operation and management of a passenger airline. The firm also offers ancillary services such as early bird check-in, upgraded boarding, and transportation of pets and unaccompanied minors. It operates in the United States, the Commonwealth of Puerto Rico, Mexico, Jamaica, the Bahamas, Aruba, Dominican Republic, Costa Rica, Belize, Cuba, the Cayman Islands, and Turks and Caicos. The company was founded by Rollin W. King and Herbert D. Kelleher on March 9, 1967 and is headquartered in Dallas, TX.

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