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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 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.

Incannex Healthcare, Inc. is a biotech company, which engages in developing cannabinoid and psychedelic compound medicines. It focuses on the research and development for medicinal cannabis pharmaceutical products and psychedelic medicine therapies for treatment of a range of indications. The company was founded on April 27, 2001 and is headquartered in Norwest, Australia.

Incannex Healthcare Inc

Incannex Healthcare Limited - ADR

Incannex Healthcare is trending due to a recently enacted 1-for-30 reverse stock split, which has sparked intense debate among investors. While many view the move as a sign of management's incompetence and predict further dilution, others believe it strategically cleans up the capital structure, enables Nasdaq compliance, and positions the company for significant catalysts, including its de-risked and Fast-Tracked drug pipeline.

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.

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.

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.

Wave Life Sciences Ltd. is a clinical-stage biotechnology company, which focuses on developing its proprietary RNA medicines platform and PRISM. It also develop and commercialize a pipeline RNA medicines in a variety of therapeutic areas. The company was founded by Gregory L. Verdine and Takeshi Wada on July 23, 2012 and is headquartered in Singapore.

Wave Life Sciences Ltd.

Wave Life Sciences Ltd

Wave Life Sciences is trending as its WVE-007 obesity treatment garners significant community excitement for its differentiated profile, showing fat loss with muscle preservation and potential for infrequent dosing, especially following recent setbacks for competing GLP-1 therapies. Analysts and investors are closely watching upcoming presentations and financial results, fueling M&A speculation for its innovative RNAi platform in a rapidly expanding market.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery is trending as Netflix walks away from its acquisition bid after Paramount Skydance's offer was deemed superior, with the community largely praising Netflix's strategic move to collect a significant breakup fee, while WBD investors anticipate a higher payout from Paramount despite new debt concerns for the acquirer.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab's Q4 earnings report is driving conversation with strong revenue growth and backlog, though the Neutron rocket's first launch is now targeted for late 2026. Community discussion highlights numerous new launch contracts and strategic acquisitions, particularly strengthening RKLB's position in the defense sector and solidifying its role as a diversified space systems provider.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is trending due to the final investment approval for its Romanian SMR project, bolstering the narrative that small modular reactors are essential for increasing global power demands, especially from AI data centers. The community is actively debating this positive catalyst against recent selling pressure from a major shareholder and ongoing class-action lawsuit allegations, leading to high volatility.

WeRide, Inc. operates as an investment holding company. It engages in the sale of autonomous driving vehicles, primarily including robobuses, robotaxis, robosweepers and related sensor suites. The company was founded by Tony Xu Han and Yan Li in February 2017 and is headquartered in Guangzhou, China.

WeRide Inc. - ADR

WeRide (WRD) is trending on the heels of robust Q3 earnings, expanded global robotaxi services with Uber, and its upcoming inclusion in the Hang Seng Composite Index. The community is intensely debating whether these operational milestones and increasing institutional accumulation by firms like ARK Invest will finally trigger a significant market re-evaluation of its leadership in the autonomous driving sector.

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AlphaCore Capital LLC Purchases 5,443 Shares of Palantir Technologies Inc. $PLTR

AlphaCore Capital LLC boosted its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 100.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC...

Andra AP fonden Trims Stock Holdings in Palantir Technologies Inc. $PLTR

Andra AP fonden trimmed its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 22.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange...

<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?

Key PointsPalantir's earnings have soared amid the AI boom...

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.

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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