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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.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is at a pivotal moment, having recently announced profitability and robust growth in its Snapchat+ subscription base, now exceeding 25 million users and driving a $1B annualized direct revenue run rate. While many in the community are bullish on this fundamental shift and the potential of its AR/AI Smartglasses, others express frustration over the stock's current valuation and perceived market manipulation.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending after its latest earnings report revealed record annual revenue, a GAAP profit, and robust 2026 guidance, sparking strong bullish sentiment among investors. The community is actively debating the potential for a short squeeze given high short interest, though some members remain cautious about the company's long-term profitability trajectory.

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 after releasing positive interim results from a pivotal trial for its ANKTIVA bladder cancer treatment, indicating superior efficacy for first-line use, as the community discusses its transformative market potential and significant short interest, alongside strategic moves by its founder into radioligand therapy supply.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy Enterprises is trending following a substantial earnings miss on revenue and EPS, leading to a sharp stock decline and widespread community discussion about management's credibility and execution challenges. Despite calls of "worst CEO ever" and "major breach of trust" by many, some investors view the massive sell-off as an "oversold" opportunity, citing the company's zinc battery technology, growing backlog, and broader demand in the energy storage sector.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is experiencing significant volatility following guidance that prioritizes user growth and AI innovation over immediate financial gains, alongside a $400M share buyback. This has ignited a fierce debate among investors regarding the company's long-term competitive moat against AI translation tools versus its potential to become an education super-app.

Block, Inc. engages in creating ecosystems for distinct customer audiences. It operates through the Square and Cash App segments. The Square segment provides payment services, software solutions, hardware, and financial services to sellers. The Cash App segment includes the financial tools available to individuals within the mobile Cash App, including peer-to-peer payments, bitcoin and stock investments. It also includes Cash App Card, which is linked to customer stored balances that customers can use to pay for purchases or withdraw funds from an ATM. The company was founded by Jack Patrick Dorsey and James Morgan McKelvey in February 2009 and is headquartered in Oakland, CA.

Block Inc - Ordinary Shares - Class A

Block Inc

Block Inc. is surging after announcing a significant workforce reduction and restructuring towards an "AI-first" strategy, coinciding with strong Q4 results. The market is cheering these aggressive cost-cutting measures, sparking community debate over the ethics of rewarding mass layoffs and their implications for the broader tech sector's efficiency through AI.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

FNMA is actively discussed as investors eagerly await potential administrative action or announcements regarding its release from conservatorship and uplisting to a major exchange, following recent comments from key officials indicating the company's readiness for an IPO. The community is split between frustration over perceived delays and price dips, and strong optimism among long-term holders who believe in the significant intrinsic value of the Government-Sponsored Enterprise.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is currently trending as mixed Q4 earningsstrong Briumvi revenue and raised 2026 guidance against an EPS miss and conservative Q1 outlookfuels investor debate, with many frustrated by stock stagnation while others anticipate a rebound driven by its best-in-class MS drug and a new high-profile awareness campaign.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. The company has three commercial products: Gvoke, Keveyis, and Recorlev. Gvoke is ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. Its product also includes Ogluo which is used for the treatment of severe hypoglycemia in adults, adolescents, and children aged 2 years and over with diabetes mellitus. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Xeris is trending as its competitor Corcept's recent FDA setback for relacorilant effectively clears the path for Xeris's rapidly growing Recorlev in the Cushing's market. Despite an initial market overreaction, the community is actively discussing this as a prime buying opportunity ahead of anticipated strong Q4 earnings and the progression of its promising XP-8121 pipeline.

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<ul class="summary-bullets"><li>“In a narrow set of cases, we believe AI can undermine, rather than defend, democratic values,” Anthropic CEO said.</li><li>Meanwhile, retail investors believe the situation with Anthropic could be an opportunity for Palantir, which is already a key AI vendor for the government.</li><li>HSBC and UBS recently advised buying PLTR shares on the dip.</li></ul>AI startup Anthropic&nbsp;has put its foot down&nbsp;firmly amid government pressure to grant the&nbsp;U.S.&nbsp;military broader access to its AI systems, a potential flashpoint that some believe could bolster Palantir Technologies' prospects as an AI analytics firm and key defense contractor.“Anthropic understands that the Department of War, not private companies, makes military decisions,” CEO Dario Amodei said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.anthropic.com/news/statement-department-of-war">statement</a> on Thursday. “However, in a narrow set of cases, we believe AI can undermine, rather than defend, democratic values.” Two specific use cases, which the company is not ceding to, are: mass surveillance of Americans and fully autonomous weapons with no human in the loop.<h2 class="st-heading-2">PLTR Will Emerge Winner?</h2>The Anthropic situation has promoted a string of bullish commentary for Palantir on Stocktwits.A user&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/cmoney0417/message/646038369">speculated</a> that the U.S. Department of War might award additional business to Palantir rather than to Anthropic. “$PLTR hegseth to award Palantir with the 2 billion contract as opposed to Anthropic,” said this person, referring to Pete Hegseth, the U.S. Secretary of War.The Pentagon last summer awarded defense contracts worth up to $200 million each to four AI firms, namely, Anthropic, Google, OpenAI and xAI. Anthropic was the first cleared for classified military networks, working with partners such as Palantir, while the others are currently limited to unclassified environments.Another&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Cyonos/message/646039761">questioned</a> whether Anthropic should even receive government business “when it is getting hacked and ripped off by china lately.” Last week, Anthropic&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/anthropic-accuses-chinese-companies-of-siphoning-data-from-claude-63a13afc">accused</a> three Chinese AI companies – DeepSeek, Moonshot AI and MiniMax – for setting up more than 24,000 fraudulent accounts with its Claude AI model to help their own systems catch up.Meanwhile, traders are increasingly expecting a bounce in the stock price following the company’s blowout&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-beats-q4-estimates-reports-surge-in-revenue/cZbgzudR4kD">results</a> and analyst backing. Stocktwits users&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/SayGreat/message/646040140">said</a> bears will lose everything, and&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/TinoRay/message/646040061">that</a> the stock might run to $170 in no time.&nbsp;<h2 class="st-heading-2">There’s A Risk Factor For PLTR Too</h2>The government’s position is that it wants to use Anthropic’s AI technology, or that of any of its other suppliers, without restriction. Hegseth has threatened to invoke the Defense Production Act to force Anthropic to hand over its models or designate the company a supply-chain risk.&nbsp;The latter would require every Pentagon contractor, including Palantir, which runs Claude inside its Maven Smart System battle management platform, to certify they don't use Anthropic products.&nbsp;“In a worst-case scenario, that could make Anthropic a nonstarter for a whole huge segment of the American economy and could be almost fatal to their business,” Gregory Allen, a senior adviser at the Center for Strategic and International Studies, said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/audio/2026-02-24/balance-of-power-pentagon-threatens-anthropic-ai-deal-podcast">interview</a> with Bloomberg.<h2 class="st-heading-2">Wall Street Largely Optimistic On PLTR</h2>Earlier this week, HSBC and UBS analysts reiterated their bullish stance on the company.HSBC said enterprise software firms, including Palantir, "will not be threatened by AI," but would rather embed AI into their software platforms to create superior, competitive offerings. Software valuation levels are at "historic lows, even though the sector is poised to expand massively," the research firm added.UBS, which upgraded its rating on PLRT stock to ‘Buy’ from ‘Neutral,’ said the shares are trading at a “very attractive” level, noting that the company sits “at the nexus of the two most powerful spending trends — AI and data.”Rosenblatt on Thursday initiated coverage of Palantir with a 'Buy' rating and a $150 price target, implying nearly 10% upside from current levels, and said it views the company as "market-disrupting, uniquely positioned AI software leader." The company has a sustainable growth trajectory and strong margin leverage, the analyst told investors in a research note, adding that it, too, sees an attractive entry point.Like other software and AI stocks,&nbsp;<a href="https://stocktwits.com/symbol/PLTR">Palantir shares</a> are caught up in a broad selloff; the stock is down about 35% from its November peak.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

An illustration photo shows Palantir logo in a smartphone. (Photo credit should read CFOTO/Future Publishing via Getty Images)

Palantir Bulls Pile In As Anthropic Feuds With Trump's Department Of War Over AI Safety — But There’s A Catch

Anthropic is pushing back against government demands for broad military access to its AI systems, a stance that could steer some federal AI business towards rivals such as Palantir.

Equity

Anthropic is pushing back against government demands for broad military access to its AI systems, a stance that could steer some federal AI business towards rivals such as Palantir.


Veteran analyst revamps AMD price target following big news

TheStreet Pro's very own Stephen Sarge Guilfoyle just recalibrated his Advanced Miro Devices (AMD) price target, and the headline number essentially hides the twist.He assigns a fresh $274 price...

3 Big Winners from the 2025 Q4 Earnings Cycle: CAH, BOOT, PLTR

The 2025 Q4 earnings season is pretty much over following the highly-awaited NVIDIA release. Throughout the period, these three releases have stood out. 

Palantir's Billionaire Co-Founder Just Sold These 3 Unbelievable Stocks

Key PointsPeter Thiel's hedge fund sold all of its stock positions in Q4...

Palantir Technologies (NASDAQ:PLTR) Trading 1.3% Higher Following Analyst Upgrade

Palantir Technologies (NASDAQ:PLTR) Trading Up 1.3% on Analyst Upgrade...

Palantir Technologies (NASDAQ:PLTR) Raised to "Buy" at UBS Group

UBS Group upgraded Palantir Technologies from a "neutral" rating to a "buy" rating and set a $180.00 price target for the company in a research note on Thursday...

Down 27%, Should You Buy the Dip on Palantir?

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Palantir vs. Zeta: Which AI-Driven Data Stock is the Better Buy?

PLTR's surging revenues, record deal value, and rising retention outshine ZETA as enterprises ramp up spending on AI-driven data platforms.

JPMorgan drops blunt take on software stocks AI threat

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Zacks.com featured highlights include Palantir Technologies, Brinker International and Carpenter Technology 

Palantir joins Brinker and Carpenter as top momentum picks under the Driehaus "buy high, sell higher" strategy. Which stock could deliver the next big gain?

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 Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies (PLTR) stock price, news, forum, discussions, community insights, and trading ideas, Join 10 million+ investors and traders tracking markets in real-time on Stocktwits.

PLTR: Palantir Stock Price Today, Premarket and Aftermarekt Price, News, Trading Ideas

Palantir Technologies Inc

The stock received an upgrade to 'Buy' from UBS with a $180 price target, citing its premier growth story in AI and Data after a 35% drop from its peak.

Traders are actively discussing the potential for a massive short squeeze, with bullish calls for a return to $200-$300 levels against persistent bearish predictions of a drop below $100.

Discussions center on Palantir's unique AI platform and partnerships, examining whether its software model gives it a distinct competitive advantage over other AI players.

Michael Burry's skepticism and 'consulting' vs. SaaS thesis are heavily debated, with many users refuting his analysis and linking him to broader market short interest.

Discussions highlight how broader market sentiment, particularly recent volatility in the AI sector and rotation from chip stocks to software, are impacting its price action.

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