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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers (HIMS) is captivating investors following reports of a strategic partnership with Novo Nordisk to distribute GLP-1 weight-loss drugs, effectively resolving their prior legal dispute. This news has ignited a fervent community discussion predicting a significant short squeeze, given the stock's high short interest, though some analysts debate the long-term margin implications of the collaboration.

Volatility Shares Trust - 1x Short VIX Futures ETF

Volatility Shares 1x Short VIX Futures ETF

SVIX is trending as the community actively buys this inverse volatility ETF, anticipating a 'VIX crush' and a return to lower market volatility following recent spikes. Traders are widely shorting VIX spikes with SVIX, believing its price will benefit as VIX futures eventually revert to lower, more stable levels amidst ongoing geopolitical and economic uncertainty.

BlackRock, Inc. engages in the provision of investment, advisory and risk management solutions. Its products include single-asset and multi-asset portfolios. The company was founded by Laurence Douglas Fink in 1988 and is headquartered in New York, NY.

Blackrock Inc.

BlackRock is trending as the firm limited withdrawals from one of its private credit funds following significant redemption requests, intensifying concerns among the community about potential systemic issues and the broader health of the illiquid private credit sector.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

The departure of a key FDA official, widely seen as a significant barrier, is driving intense bullish sentiment and expectations for accelerated approval of Capricor's Duchenne Muscular Dystrophy therapy, Deramiocel. This, combined with high anticipation for next week's late-breaking Phase 3 data presentation, has the community discussing a potential short squeeze and rapid regulatory decision.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending after its strong earnings report and optimistic future guidance, driven by robust demand in AI infrastructure and data center spending, sparking bullish sentiment among analysts and investors. However, community discussions also reflect skepticism regarding the sustainability of gains, especially after its non-inclusion in the S&P 500, echoing past post-earnings price volatility.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure (QURE) is experiencing a massive surge amid community speculation that the impending departure of a key FDA official will pave the way for a more favorable regulatory path for its Huntington's disease gene therapy, igniting a sharp divide between bullish price targets and skeptical calls for caution given prior FDA setbacks for the program.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is trending following an analyst upgrade, strong financial results, and S&P 400 inclusion, igniting fervent investor discussion contrasting its high valuation against a robust growth trajectory and aggressive expansion plans, while others eye potential overvaluation.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent Corp. is a major talking point as NVIDIA commits a $2 billion investment to secure its optical networking and laser supply for next-gen AI infrastructure, signaling a critical industry shift towards light-based data transmission. This strategic funding, alongside its S&P 500 inclusion, highlights the company's pivotal role in addressing the 'photonics bottleneck' for AI data centers, driving strong investor sentiment and upward revisions from analysts.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is trending after reporting strong Q2 earnings and January sales, with notable growth in membership and digital commerce, leading to community discussion on its premium valuation amidst consistent performance and speculation about potential stock splits.

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 (RITM) is trending after reporting a strong Q4 earnings beat and highlighting strategic progress in its transition to a diversified global alternative asset manager. The community is actively discussing RITM's significant undervaluation and the potential for a C-Corp conversion or NewRez spin-off to unlock substantial shareholder value, alongside anticipation of its upcoming S&P SmallCap 600 inclusion.

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Previewing The 2026 Q1 Earnings Season: A Closer Look

The 2026 Q1 earnings season will take the spotlight when the big banks report their results in about four weeks, but we will already have seen fiscal February-quarter results from almost two dozen companies by then, including Oracle and Adobe. 

Oracle and OpenAI scrap deal to expand flagship Texas data centre

Meta in talks to take up additional computing capacity that the ChatGPT maker will not take up...

Oracle (NYSE:ORCL) Shares Down 1.2% - What's Next?

Oracle (NYSE:ORCL) Shares Down 1.2% - Time to Sell...

OpenAI, Oracle Won't Expand Flagship AI Data Center in Texas

Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged over financing and OpenAI's changing needs. Ed Ludlow helped...

Oracle & OpenAI Scrap Texas Data Center Expansion Plan, Sending AI Stocks Lower

Oracle & OpenAI Scrap Texas Data Center Expansion Plan, Sending AI Stocks Lower AI-related stocks are sliding late in the New York cash session after Bloomberg News reported that Oracle and OpenAI...

<ul class="summary-bullets"><li>Nvidia assisted with facilitating Meta’s discussions with Crusoe, the developer, as per the report.</li><li>Meta and Crusoe’s talks over the expanded site usage, while ongoing, could still change, as per the report.</li><li>Meanwhile, Oracle and Crusoe’s relationship has also been reportedly fraught over reliability at the site.</li></ul>Oracle Corp. and OpenAI have reportedly shelved their plans to expand an artificial intelligence data center in Abilene, Texas. The deal reportedly collapsed amid drawn-out negotiations over financing as well as OpenAI’s evolving demand forecasts.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-06/oracle-and-openai-end-plans-to-expand-flagship-data-center">report</a> from Bloomberg, citing people familiar with the matter, the deal’s end has prompted Meta Platforms (META) to consider taking the planned expansion site on lease.Nvidia Corp. (NVDA) assisted with facilitating Meta’s discussions with Crusoe, the developer, the report added.ORCL shares closed 1.1% lower on Friday. Meanwhile, <a href="https://stocktwits.com/symbol/BE">shares of Bloom Energy</a> Corp. (BE), <a href="https://stocktwits.com/symbol/APLD">Applied Digital Corp.</a> (APLD), and <a href="https://stocktwits.com/symbol/CRWV">CoreWeave Inc.</a> (CRWV) also declined on the news, ending the day over 15%, 10%, and 2% lower, respectively.<h2 class="st-heading-2">Site Details</h2>The AI data center campus in Abilene is part of the U.S. government-announced Stargate project, and the 1,000-acre site is under construction even though many sections are functional, as per the report.In July 2025, Oracle (ORCL) and OpenAI had agreed to a development of up to 4.5 gigawatts of additional Stargate capacity at the site, reportedly deploying Nvidia’s chips. While that deal is still on track, tentative plans to lease out a larger expansion have been shelved, as per the Bloomberg report.After the expansion deal fell through, developer Crusoe had an opening for a tenant. Nvidia stepped in as a measure to keep its own semiconductors on the expanded data center instead of losing out to Advanced Micro Devices Inc. (AMD), according to the people cited in the report. Additionally, Nvidia had reportedly already paid a $150 million deposit for the site and hence began negotiating the deal to bring Meta on board as a tenant.Meta and Crusoe’s talks over the expanded site usage, while ongoing, could still change, as per the report.<h2 class="st-heading-2">Strained Relations</h2>Meanwhile, Oracle and Crusoe’s relationship has also been reportedly fraught over reliability at the site. Bloomberg said that people familiar with the matter had stated that earlier this year, many data center buildings went offline for days on end after winter impacted multiple liquid cooling machinery.However, both companies reportedly told Bloomberg that their relationship was solid and Oracle’s leased data center site was progressing quickly.“We are very proud of our relationship and our progress in bringing capacity online,” Oracle reportedly said in a statement.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ORCL">ORCL shares</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours amid ‘low’ message volumes. The ticker was trending on the top position on the platform at the time of writing.Meanwhile, retail sentiment around META shares was in the ‘bearish’ territory amid ‘low’ message volumes.ORCL shares have declined more than 21% this year, while <a href="https://stocktwits.com/symbol/META">META shares</a> have fallen about 0.8% in the same period. Meanwhile, <a href="https://stocktwits.com/symbol/NVDA">NVDA shares </a>have lost about 5% of their value this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/google-to-reportedly-continue-anthropic-deployment-for-non-defense-clients/cZdLaAvRI4e">Google To Reportedly Continue Anthropic Deployment For Non-Defense Clients</a>

The Oracle logo is displayed on a mobile phone with the company's branding seen in the background in this photo illustration.

Oracle, OpenAI Scrap Texas AI Data Center Expansion Plans; Meta Eyes Site: Report

According to a report from Bloomberg, Oracle and OpenAI’s fallout has created room for Meta to consider leasing the site. 

Equity

California tech leaders challenge progressive policies as billionaires, businesses flee: report

A group of tech industry leaders and self-described 'radical centrists' are vowing to push back on left-leaning policies in California that are causing an exodus among wealthy entrepreneurs and...

AI isn't taking people's jobs. Here's what's really happening

Oracle's layoffs show that the people losing jobs aren't losing them because AI can do their work. They're losing them to money spent on chips and data centers...

Oracle Before Q3 Earnings: Should You Buy, Sell or Hold the Stock?

ORCL heads into Q3 earnings with cloud revenues projected to surge up to 44% and AI demand lifting OCI, but rising debt, negative cash flow and legal risks cloud the outlook.

HPE to Post Q1 Earnings: Should You Buy, Sell or Hold the Stock?

Hewlett Packard Enterprise heads into Q1 earnings with revenues seen up nearly 19%, fueled by AI servers, Aruba networking and GreenLake momentum.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

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Conflicting reports are circulating regarding Oracle's canceled or re-routed data center expansion with OpenAI in Texas, sparking intense speculation about who will lease the site.

Reports of thousands of layoffs at Oracle are generating buzz, with some traders speculating this cost-cutting move could serve as a bullish catalyst for the stock ahead of earnings.

Traders are keenly anticipating next week's earnings report, with expectations mixed due to cloud growth projections clashing with rising debt concerns.

Sudden, steep intraday drops sparked "rug pull" accusations among traders, suggesting intentional price manipulation by market makers to seize shares.

Oracle's cloud infrastructure continues to garner attention for its strong growth trajectory and pivotal role in meeting accelerating enterprise AI demand.

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