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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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PayPal (NASDAQ:PYPL) Stock Price Down 3.8% - Should You Sell?

PayPal (NASDAQ:PYPL) Shares Down 3.8% - Here's What Happened...

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PYPL Falls 9.6% Despite Earnings Growth: Is the Stock a Hold or Fold?

PYPL posts growth in Q4 revenues, EPS and TPV. However, shares slip as investors stay cautious on lower 2026 guidance, intense competition and macroeconomic uncertainties.

PayPal Slides After Report Says Stripe Not In Takeover Talks

PayPal Slides After Report Says Stripe Not In Takeover Talks Bloomberg's multi-day storytelling began late Monday morning with a report that a "large rival suitor" and other firms were circling...

<ul class="summary-bullets"><li>The process of hiring bankers followed due to a steep decline in PayPal shares that left executives worried it could leave the company vulnerable, as per Semafor.</li><li>Bankers began working with PayPal under former CEO Alex Chriss, who was ousted earlier this year.&nbsp;</li><li>Bloomberg earlier in the week reported that Stripe has expressed interest in PayPal to acquire all or some assets of the firm.&nbsp;</li></ul><p>Fintech firm PayPal is reportedly not currently in talks to sell itself to Stripe or anyone else. Shares in the company fell nearly 6% at the time of writing.&nbsp;</p><p>The firm has been working for months with bankers to prepare itself for a potential activist campaign or unwanted takeover bid, Semafor <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.semafor.com/article/02/26/2026/paypal-stripe-not-currently-in-talks">reported</a> on Thursday, citing people familiar with the matter.&nbsp;</p><p>The process of hiring bankers followed due to a steep decline in PayPal shares that left executives worried it could leave the company vulnerable, the report added. Bankers began working with PayPal under former CEO Alex Chriss, who was ousted earlier this year, it added.&nbsp;</p><h2 class="st-heading-2">Stripe Interest</h2><p>Bloomberg earlier in the week reported that Stripe has expressed interest in PayPal to acquire all or some assets of the firm.&nbsp;</p><p>The deliberations are early and there’s no certainty they’ll lead to a transaction, the report added.</p><h2 class="st-heading-2">CEO Departure</h2><p>Earlier this month, PayPal replaced its CEO Alex Chriss, who was appointed with the aim to steer payments through a slow growth period.&nbsp;</p><p>The company's board, which named Chair Enrique Lores as its new president and CEO, said the pace of change and execution under Chriss was not in line with its expectations.</p><h2 class="st-heading-2">Weak Results</h2><p>The company in its fourth quarter result statement said that while it delivered “solid performance” during 2025, its “execution has not been where it needs to be, particularly in branded checkout.”</p><p>PayPal reported adjusted earnings per share (EPS) of $1.23 on revenue of $8.68 billion, while Wall Street analysts expected an adjusted EPS of $1.29 on revenue of $8.79 billion, according to Stocktwits data.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around PYPL trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;</p><p>Shares in the company have fallen 41% over the past year.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, a person holds a smartphone displaying the logo of PayPal Holdings Inc. 

PayPal Not In Talks With Stripe Or Any Other Firm For Takeover: Report

The firm has been working for months with bankers to prepare itself for a potential activist campaign or unwanted takeover bid, Semafor reported on Thursday. 

Equity

The firm has been working for months with bankers to prepare itself for a potential activist campaign or unwanted takeover bid, Semafor reported on Thursday. 


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Primecap Management Co. CA Raises Stock Position in PayPal Holdings, Inc. $PYPL

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PayPal Stock Halted on Stripe Rumor: Why the Narrative Just Changed

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PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

Real bid above $80

Lowball offer ($50–60)

No deal. Rumor fades

Squeeze first, news later

Bloomberg reported takeover interest in PayPal, sending the stock higher. Bulls see undervaluation and potential bidding wars, while others expect a fade. What’s your take?

$PYPL takeover chatter. What happens next?

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Intense speculation swirls around potential acquisitions, particularly by Stripe, fueled by conflicting news reports and market manipulation accusations.

Traders anticipate a significant workforce reduction under the new CEO, citing comparisons to competitors' stock boosts following similar efficiency moves.

Amidst wild swings and "fake news," traders are actively discussing short traps and market manipulation tactics.

Many believe the stock is severely undervalued based on strong fundamentals like cash flow and net income, positioning it as an attractive long-term hold.

Optimism surrounds the new CEO's strategic vision, with expectations for major operational restructuring and a potential shift towards services and spin-offs.

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