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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is actively discussed by investors anticipating a catalytic impact from upcoming NVIDIA earnings on the broader AI infrastructure sector, often contrasted with competitor CoreWeave, while aggressive call buying and recent analyst price target upgrades fuel strong bullish sentiment amid ongoing debate about its financial performance and a potential short squeeze.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is rallying as the community intently focuses on whether the company will decline to match a recently deemed superior offer for Warner Bros. Discovery, with many investors hoping this avoids substantial debt and regulatory obstacles, potentially triggering further upside as the crucial decision looms.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is sparking intense community debate following its latest earnings report, which featured robust revenue growth and a staggering $66.8 billion backlog but also widening net losses and an EPS miss. Investors are weighing the massive AI infrastructure demand and a new $8.5 billion Meta-backed loan against significant debt, cash burn, and execution challenges, with further clarity anticipated from the earnings call.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance (PSKY) is heavily discussed as Warner Bros. Discovery (WBD) considers its revised, potentially superior takeover bid, prompting community debate over whether PSKY is making a transformative move or incurring excessive debt, and if Netflix will counter-bid or accept a breakup fee.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending due to its recent strong earnings, record-setting AI-optimized server backlog, and an optimistic future outlook, fueling significant bullish sentiment among investors who see it as a key player in the AI infrastructure boom despite ongoing discussions around PC market pressures.

Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

Sunrun Inc

Sunrun (RUN) is surging on reports that its residential battery storage, including potential collaboration with Tesla, could address the escalating power demands of AI data centers. This news, coupled with multiple analyst upgrades and a strong short interest, fuels community discussions about RUN's transformation into a key player in the evolving energy utility landscape.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is trending following stronger-than-expected Q4 earnings and optimistic Q1 guidance, driven by accelerating demand for its optical components in AI-driven data centers, leading to widespread bullish sentiment and short squeeze speculation amidst ongoing valuation debates.

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

Despite reporting blockbuster earnings and raising guidance, NVIDIA's stock is experiencing a notable decline, sparking intense community debate over alleged market manipulation and broader AI valuation concerns, even as many investors view this as a prime buying opportunity.

The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Goldman Sachs Group, Inc.

Goldman Sachs is trending following its strong Q4 earnings beat and dividend increase, which ignited a notable rally, amid community discussions also focusing on the resignation of its top lawyer tied to the Epstein files and the CEO's evolving stance on Bitcoin and prediction markets.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is trending as a major strategic shift towards AI and high-performance computing data centers, driven by new partnerships and acquisitions, is generating intense community discussion and speculation about a significant short squeeze, largely overshadowing recent disappointing financial results.

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Marathon Digital (NASDAQ:MARA) Shares Gap Up - Still a Buy?

Marathon Digital (NASDAQ:MARA) Shares Gap Up - What's Next...

Marathon Digital (NASDAQ:MARA) Price Target Lowered to $11.00 at Cantor Fitzgerald

Cantor Fitzgerald reduced their price objective on shares of Marathon Digital from $21.00 to $11.00 and set an "overweight" rating for the company in a report on Friday...

Fred Thiel Says MARA Holdings Will Leverage Bitcoin Holdings For 'Financial Flexibility' As Firm Pivots Beyond Pure-Play Mining

MARA Holdings Inc. (NASDAQ:MARA) CEO Fred Thiel said Thursday the company plans to adopt an opportunistic approach, leveraging Bitcoread more...

<ul class="summary-bullets"><li>Wall Street heads into the final session of a volatile February, with tech stocks under renewed pressure.</li><li>Inflation data and tariff policy updates could be the likely catalysts in trade today.</li><li>Netflix has stepped aside from a bid for WBD, paving the way for a potential $111 billion merger with PSKY.&nbsp;</li></ul>U.S. stock futures were lower early Friday as Wall Street prepares to close out a choppy February. Tech stocks have taken a beating this month amidst AI disruption fears, with Nvidia (NVDA) too seeing a selloff after its earnings this week.&nbsp;Investors will also be tracking the Trump administration’s DOJ, which faces a legal deadline on tariff refunds. This comes after the Supreme Court ruling last week, which deemed certain emergency tariffs illegal. Meanwhile, tensions over AI regulation are rising, with Anthropic pushing back against Pentagon demands for unrestricted military AI use.&nbsp;As of 3:00 a.m. ET on Friday, S&amp;P futures fell 0.2%, Dow futures were down 0.4%, and Nasdaq futures were flat with a negative bias, while Russell 2000 futures declined 0.6%.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 ‘bullish’, while the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq 100 Index, has remained ‘bearish’ amid high message volumes.&nbsp;Trending Stocks To Watch Netflix (NFLX), Warner Bros Discovery (WBD) &amp; Paramount (PSKY):&nbsp;Netflix has officially ceded the WBD deal to Paramount-Skydance. It has also signalled that it will revive its buybacks.&nbsp; Google (GOOGL), Meta Inc (META):&nbsp;Meta has reportedly signed a deal with Google to use their TPU chips to train its AI models. In another development, South Korea has given a ‘conditional’ approval for Google’s request to export high-precision map data abroad.&nbsp; Block (XYZ):&nbsp;Shares saw a surge in after-hours trade after it announced layoff plans in an AI-driven restructuring.&nbsp;&nbsp;Coreweave (CRWV):&nbsp;Despite a massive $30 billion capex plan, its Q1 revenue guidance fell short of analysts’ expectations.&nbsp; MP Materials (MP):&nbsp;The sole U.S. rare-earths producer reportedly signed an ‘enormous’ supply contract with an unidentified automaker.&nbsp;Mara Holdings (MARA):&nbsp;On the retail radar after announcing a massive partnership with Starwood to develop up to 2.5 gigawatts of data center capacity.&nbsp;Rocket Labs (RKLB): It has unveiled its new silicon solar arrays designed for space-based data centers.&nbsp;Kratos (KTOS):&nbsp;The company has announced a $1 billion stock offering to fund its acquisitions.&nbsp; Other tickers trending on Stocktwits at the time of writing included ImmunityBio (IBRX), SoundHound AI (SOUN), Eos Energy (EOSE), and UiPath (PATH), among others.&nbsp;<h1 class="st-heading-1">Other Catalysts To Watch</h1>On the economic front, investors will monitor the inflation data due at 8:30 am ET, followed by construction spending at 10 am.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Slip Ahead Of Inflation Data: Why NFLX, PSKY, GOOGL, CRWV, XYZ, MARA Are On Traders' Radar Today

Data from Stocktwits showed that retail sentiment on SPY has moved to ‘bullish’, while it remained ‘bearish’ on QQQ.

Equity

Data from Stocktwits showed that retail sentiment on SPY has moved to ‘bullish’, while it remained ‘bearish’ on QQQ.


Marathon Digital Q4 Earnings Call Highlights

Marathon Digital (NASDAQ:MARA) used its fourth-quarter and full-year 2025 earnings call to outline a strategic shift beyond Bitcoin mining, centered on a newly announced joint venture with Starwood...

<ul class="summary-bullets"><li>In the fourth quarter, MARA management said the company completed its acquisition of Exaion and announced a partnership with Starwood to develop large data centers on existing power sites.</li><li>CEO Fred Thiel stated that MARA is shifting from a pure Bitcoin mining model toward an energy-backed digital infrastructure platform.</li><li>He said the decision to partner with Sherwood Capital was to build credibility.</li></ul>MARA Holdings (MARA) stock rocketed after-hours on Thursday, even after the company missed fourth-quarter earnings estimates by a large margin, with investors excited about the company’s pivot to AI-HPC workloads finally gaining some legs.&nbsp;<a href="https://stocktwits.com/symbol/MARA">MARA’s stock</a> was nearly 15% in overnight trade, after falling 1.4% in regular trade. It was also among the top trending tickers on Stocktwits as retail sentiment around the company improved to ‘extremely bullish’ from ‘bullish’ over the past day and chatter jumped to ‘high’ from ‘normal’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_26_225254_png_8650c0e525.webp" alt="Screenshot 2026-02-26 225254.png" width="1383" height="158"><figcaption>MARA retail sentiment and message volume on February 26 as of 10:30 p.m. ET | Source: Stocktwits</figcaption></figure>“MARA is no longer simply a Bitcoin miner. We’re building an energy-dominant digital infrastructure platform,” CEO Fred Thiel said on the company’s earnings call. He even invoked CEO Jensen Huang’s “compute equals revenue” line from Nvidia’s (NVDA) latest earnings call.The company announced that it completed its acquisition of Exaion, first announced in August last year alongside its pivot away from Bitcoin (BTC) mining. It also announced that it has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mara-stock-is-rallying-today-what-is-all-the-buzz-about/cZTGrGCRIRW">partnered</a> with Starwood to build large data centers across its existing U.S. plants.&nbsp;<h2 class="st-heading-2">Bitcoin’s Slide Hits MARA’s Balance Sheet</h2>While MARA’s pivot to AI-HPC capabilities was announced in August last year, most of its revenue still comes from Bitcoin mining operations. “Every $10,000 change in the price of Bitcoin results in approximately a $538 million change in the value of our Bitcoin holdings,” said CFO Salman Khan.MARA missed Wall Street’s expectations on both revenue and earnings, according to Koyfin data. It reported $202.3 million in revenue, below the consensus forecast of $251 million, and a loss of $4.07, well above the analysts' anticipated loss of $0.03.“Having Bitcoin mining at the site allows us to act as a load balancer,” Thiel said. “We mine whenever power isn’t being used — at preferential prices.”<h2 class="st-heading-2">Why Did MARA Partner With Starwood?</h2>According to Thiel, the decision to partner with Starwood wasn’t about capability, but about credibility. “Hyperscalers typically do not award large-scale AI workloads to first-time developers without institutional backing,” he said.He also said that the partnership gives MARA an edge over peers, who are building data centers but don’t necessarily have a client in hand. “You don't turn a spade until you have a tenant typically signed because that tenant has a specific use for the site,” he stated. “They [clients] work with Starwood to design, get it permitted, and build as opposed to building and hoping somebody will come, like some of our peers have done.”<blockquote>“We are very focused on rapid execution with a lot of certainty.”&nbsp;– Fred Thiel, Chairman and CEO, MARA Holdings</blockquote>Meanwhile, its acquisition of Exaion is meant to help MARA Holdings lock in clients in Europe, especially those seeking to work with companies not subject to the U.S. Cloud Act.<h2 class="st-heading-2">What Is Retail Saying?</h2>One user on the platform anticipates larger gains after the stock’s price hits $10, citing data that would force short sellers to cover their calls. They added that if MARA’s stock gets support from a Bitcoin (BTC) rally, it could push the stock price as high as $12.<stembedurl>https://stocktwits.com/Kheldar/message/646064513</stembedurl>Another user said that MARA’s stock price could rally to $30 if Bitcoin’s price hits $100,0000.<stembedurl>https://www.stocktwits.com/Ajuntimes/message/646056998</stembedurl>MARA’s stock has fallen over 8% this year. If the current rally holds till morning, the stock could break even for the year at market open and potentially cross the $10 mark.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-etf-inflows-top-500-m-for-first-time-this-year-after-record-outflows/cZTGEntRIbj">Bitcoin ETF Inflows Top $500M For First Time This Year, On Track To Break Record Outflow Streak</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Marathon Digital Holdings (MARA) logo is displayed on a smartphone screen.

MARA Stock Surges Despite Deep Quarterly Loss – ‘No Longer Simply A Bitcoin Miner’ Says CEO 

Shares of MARA Holdings rose overnight despite the company reporting a loss of over $4 per share, well above the analysts' anticipated loss of $0.03.

Cryptocurrency

Marathon Digital (NASDAQ:MARA) Announces Earnings Results

Marathon Digital (NASDAQ:MARA - Get Free Report) released its quarterly earnings data on Thursday. The business services provider reported ($4.52) earnings per share for the quarter, missing the...

Marathon Digital Holdings, Inc. (MARA) Reports Q4 Loss, Misses Revenue Estimates

Marathon Digital (MARA) delivered earnings and revenue surprises of -100.00% and -9.65%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

<ul class="summary-bullets"><li>Together the companies expect to deliver approximately 1 gigawatt of near-term IT capacity with a pathway to more than 2.5 gigawatts.</li><li>The campuses will be designed to operate both Bitcoin mining and AI compute.</li><li>MARA said its net loss was $1.7 billion, or $4.52 per diluted share, in Q4 2025, compared to net income of $528.3 million, or $1.24 per diluted share, in Q4 2024.</li></ul>MARA Holdings’ stock rallied 16.5% during extended hours of trading on Thursday after it reported its fourth quarter results and announced a strategic partnership with Starwood.&nbsp;MARA Holdings announced it has entered into a strategic agreement with Starwood Capital Group and their dedicated data center development platform Starwood Digital Ventures. Together, the companies expect to deliver approximately 1 gigawatt of near-term IT capacity with a pathway to more than 2.5 gigawatts.“MARA’s power rich sites give customers what they need most: predictable access to energy at scale,” said Fred Thiel, MARA’s Chairman and CEO. “Our partnership with Starwood will allow us to turn that power certainty into capacity certainty, so customers can run diverse workloads close to their data and users”.&nbsp;The companies will prioritize sites with access to low-cost energy, strong interconnection positions, and clear pathways to scale. These campuses will be designed to operate both Bitcoin mining and AI compute, giving MARA the ability to toggle workloads in response to market pricing and customer demand.&nbsp;<h2 class="st-heading-2">Q4 Results</h2>MARA said its revenues decreased 6% to $202.3 million in the fourth quarter (Q4) of 2025 from $214.4 million in the year-ago quarter. It said that the decrease was primarily driven by a 14% decrease in the average price of bitcoin mined over the quarter.It said its net loss was $1.7 billion, or $4.52 per diluted share, in Q4 2025 compared to net income of $528.3 million, or $1.24 per diluted share, in Q4 2024. Net loss during the quarter includes a $1.5 billion loss on fair value of digital assets.MARA said that in 2026 it expects to continue to monetize bitcoin opportunistically to enhance&nbsp;its financial flexibility, including to provide liquidity or to fund capital projects and other initiatives.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around ‘bullish’ territory amid ‘high’ message volume.&nbsp;Shares in the company have fallen nearly 19% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

MARA Stock Is Rallying Today – What Is All The Buzz About?

MARA Holdings announced it has entered into a strategic agreement with Starwood Capital Group and their dedicated data center development platform Starwood Digital Ventures.

Marathon Digital (NASDAQ:MARA) Stock Price Down 1.4% After Earnings Miss

Marathon Digital (NASDAQ:MARA) Stock Price Down 1.4% on Disappointing Earnings...

Marathon Digital (MARA) stock price, news, forum, discussion, financials, community insights, and trading ideas. Join 10 million+ investors and traders tracking markets in real-time on Stocktwits.

Mara: Marathon Digital Stock Price, News, Analysis and Trading Ideas

MARA's joint venture with Starwood Capital to develop 2.5 GW of AI data centers is electrifying discussions, marking a significant pivot from pure Bitcoin mining.

Chatter suggests a significant short squeeze could be brewing, fueled by high short interest and market makers covering calls, potentially driving prices higher.

Dissatisfaction and distrust among investors persist regarding CEO Fred Thiel's management, with concerns about past decisions, share sales, and overall company leadership.

Traders are observing MARA's historical tendency to surrender gains, with many speculating on whether recent rallies will hold or quickly reverse.

Despite the strategic pivot, many investors still track MARA's performance relative to Bitcoin's price, debating whether it will decouple or remain correlated.

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