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Melania memes are digital collectibles intended to function as an expression of support for and engagement with the values embodied by the symbol MELANIA

Melania Trump

Community sentiment surrounding the MELANIA token remains deeply polarized, with active discussions focused on historical pump-and-dump allegations and the coin's significant loss of value since its inception. Investors are debating the project's legitimacy while reacting to speculative headlines and broader criticisms regarding the financial activities of the associated family office.

StepStone Group, Inc. is a private markets investment firm. It focuses on providing customized investment solutions and advisory and data services to clients. The firm serves public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals. The company was founded by Monte M. Brem, Jose A. Fernandez, Steve R. Mitchell, Thomas Porter Keck, and Robert A. Waldo in January 2007 and is headquartered in New York, NY.

StepStone Group Inc - Ordinary Shares - Class A

StepStone Group is attracting significant attention as investors react to its recent earnings performance and a newly authorized stock repurchase program. The community is actively debating the firm's growth potential and capital allocation strategy against the backdrop of broader private market trends.

Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X ETF

Direxion Daily S&P Biotech Bull 3X Shares

LABU is currently trending as investors debate the impact of the ongoing biotech sector rotation and aggressive M&A activity on Direxion's leveraged S&P Biotech bull shares. Community sentiment remains polarized, with active discussions focused on whether the sector's recovery is a sustainable trend driven by AI-powered drug discovery and rate-cut optimism, or a potential bubble nearing a corrective phase.

Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bear 3X ETF

Direxion Daily S&P Biotech Bear 3X Shares

Direxion Daily S&P Biotech Bear 3X Shares (LABD) is trending as investors aggressively debate the persistent resilience of the biotech sector despite broader market volatility and geopolitical uncertainty. The community is focused on the decoupling of biotech performance from the wider market, with many traders struggling with ongoing losses as they anticipate a long-awaited sector correction that has yet to materialize.

Neptune Insurance Holdings, Inc. engages in the provision of residential and commercial insurance products. It offers primary flood, excess flood, and parametric earthquake insurance. The company was founded by Trevor Burgess on February 10, 2017 and is headquartered in St. Petersburg, FL.

Neptune Insurance Holdings Inc. - Ordinary Shares- Class A

Neptune Insurance Holdings Inc.

Neptune Insurance Holdings is trending as investors digest its recent earnings report, a significant CEO stock purchase, and the company's expansion into digital flood insurance via ChatGPT. The community remains divided, with active discussions focusing on institutional growth potential, ongoing index exclusion concerns, and technical price support levels.

Amplify ETF Trust - Amplify Junior Silver Miners ETF

Amplify Junior Silver Miners ETF

Amplify Junior Silver Miners ETF (SILJ) is trending as investors monitor significant decoupling between silver bullion prices and junior mining equities, sparking intense debate over whether miners are fundamentally undervalued or signaling a looming correction in the broader precious metals sector. The community is actively discussing the impact of structural supply deficits and China's export restrictions, while weighing the risks of continued miner underperformance against the potential for an explosive catch-up rally as sector-wide earnings reports approach.

"What's Updog?" is a Community Led token.

UpDog

UpDog is trending as the community rallies around its long-standing presence on the Solana network, with members actively promoting the ticker through high-engagement social campaigns and celebrating its status on major decentralized exchange swap lists. Discussions remain heavily focused on the coin's 'dad joke' meme origins and sustained community efforts, with users frequently coordinating social media posts to maintain visibility alongside other popular market assets.

Telesat Corp. engages in the provision of satellite communications and consulting services. It operates through Geostationary (GEO) and Low Earth Orbit (LEO) segments. It is a global satellite operator, providing mission-critical communications solutions to support the requirements of sophisticated satellite users throughout the world and consists of 14 geostationary satellites and the Canadian payload on Viasat-1. The company was founded in 1969 and is headquartered in Ottawa, Canada.

Telesat Corp - Ordinary Shares - Class A

Telesat is generating significant market interest following the announcement of a multi-launch agreement with SpaceX to deploy its Lightspeed LEO satellite constellation, fueling community speculation about a major stock re-rating. Investors are closely monitoring the company's progress on government-backed funding and backlog expansion as they debate its potential to compete with industry incumbents.

Assertio Holdings, Inc. is a commercial pharmaceutical company, which engages in acquisitions, licensing, and mergers. The firm focuses on portfolio of neurology, inflammation, and pain medications. Its products include INDOCIN, Sympazan, Otrexup, SPRIX, CAMBIA, and Zipsor. The company was founded on August 7, 1995 and is headquartered in Lake Forest, IL.

Assertio Holdings Inc

Investors are closely watching the upcoming clinical results for Rolvedons same-day administration, which the community views as a potential game-changer that could establish a new standard of care and significantly boost market share. While some shareholders express frustration over the stock's stagnant price action and the potential for a reverse stock split, others remain focused on the company's strong cash position and the strategic value of its oncology assets as potential targets for acquisition.

Sei is a high-performance Layer 1 blockchain that scales the EVM with parallelized execution, enabling faster transactions, low fees, and seamless smart contract deployment. Sei removes traditional blockchain bottlenecks while maintaining full Ethereum compatibility. The upcoming Giga upgrade will deliver 50x improvements in EVM throughput, optimizing execution, consensus, and storage to push blockchain performance to web2 levels.

SEI is gaining significant community traction as users focus on its high-performance EVM infrastructure and upcoming Giga upgrade, which promises to enhance speed and throughput for AI-driven financial applications. Investors are actively discussing the token's long-term potential, citing strategic partnerships, institutional interest, and its evolving role in the Real World Asset (RWA) space as catalysts for future growth.

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<ul class="summary-bullets"><li>Karp said new technology enables militaries to operate with greater precision, speed, and coordination across domains.</li><li>He noted that Palantir’s products can convert existing systems into modernized networks.&nbsp;</li><li>The Palantir CEO also underscored the United States’ central role in advancing AI technology.</li></ul>Palantir Technologies Inc. CEO Alex Karp highlighted the transformative role of the company's AI platforms in modern warfare, particularly in the United States' war against Iran in the Middle East.&nbsp;During an interview with CNBC on Thursday, he emphasized that technology improvements allow military forces to operate with unprecedented precision, speed, and coordination across multiple domains.&nbsp;<h2 class="st-heading-2">Enhanced Targeting And Coordination</h2>Karp explained that tools like Palantir’s (PLTR) Project Maven form an important part of these capabilities.<blockquote>“The fact that you can now target more precisely, quickly, and accurately, and organize the total power of our fleet and resources and bring it to bear against adversaries has shifted the way war is fought, and I have read that Palantir’s project maven is the core backbone of that.”-Alex Karp, CEO, Palantir</blockquote><a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> traded 1% higher by Thursday mid-morning. On Stocktwits, retail sentiment around the stock flipped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;He added that if Palantir’s products help carry out more precise operations with clear objectives, the company’s defense opportunity could grow beyond replacing old software to supporting missions that were previously considered too risky.“The most important thing is our adversaries and enemies are witnessing an ability to fight that they don’t have,” added Karp.&nbsp;<h2 class="st-heading-2">Palantir Helps Build a Connected Infrastructure&nbsp;</h2>Karp pointed out that Palantir’s platforms can coordinate complex infrastructure in commercial and government settings, linking hospitals, aircraft, engines, and missile systems. The AI-driven approach transforms existing systems into integrated, modernized networks capable of rapid response and efficient resource management.He underscored the United States’ central role in advancing AI technology, emphasizing that American innovation is shaping both defense and commercial sectors. “America is the center of the AI revolution,” he said, highlighting the growing global influence of Palantir’s platforms in strategic operations.PLTR stock gained over 84% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sls-stock-in-spotlight-first-aml-patient-enrolled-in-phase-2-leukemia-trial/cZduE6RRI9L">SLS Stock In Spotlight: First AML Patient Enrolled In Phase 2 Leukemia Trial</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Palantir Co-founder and CEO Alex Karp speaks onstage during the 2025 New York Times Dealbook Summit at Jazz at Lincoln Center.

Palantir CEO Alex Karp Highlights Faster, More Precise Warfare Enabled By AI Platforms Against Iran

Karp explained that tools like Palantir’s Project Maven form an important part of a more advanced defense capabilities.

Equity

Karp explained that tools like Palantir’s Project Maven form an important part of a more advanced defense capabilities.


<ul class="summary-bullets"><li>The company also reported adjusted loss per share of $2.05, while consensus estimates reported an expectation of loss per share of $0.36.&nbsp;</li><li>The company also said that it had a record year-end total backlog of $265.6 million in 2025, a 33% increase over the prior year.&nbsp;</li><li>Voyager said that it expects total revenue for 2026 to be in the range of $225 million to $255 million, a 35% to 53% year-over-year growth.</li></ul>Shares of Voyager Technologies, Inc. (VOYG) slipped 2% in Monday’s post-market hours after the company reported fourth-quarter (Q4) results that were below Wall Street expectations.The defense and space tech company posted Q4 revenue of $46.7 million, compared with analysts’ estimates of $48.07 million, according to data from Fiscal.ai.The company also reported adjusted loss per share of $2.05, while consensus estimates reported an expectation of loss per share of $0.36.<h2 class="st-heading-2">Other Details</h2>Meanwhile, Voyager said that it expects total revenue for 2026 to be in the range of $225 million to $255 million, a 35% to 53% year-over-year growth. At the midpoint, this is higher than Street expectations of $231.81 million, as per data from Fiscal.ai.The company also said that it had a record year-end total backlog of $265.6 million in 2025, a 33% increase over the prior year.Voyager’s Starlab had also achieved 10 NASA milestones in 2025, with four of these occurring during Q4, taking the total milestones to 31 till date, as per the company. For this, the company had received $56 million in 2025 and $183.2 million till date in cash milestone proceeds.“Demand across defense, national security and space continues to accelerate and we are investing to address that increasing demand,” said CEO Dylan Taylor.“Starlab accomplished meaningful milestones, ending the year with the completion of our commercial Critical Design Review, validating the maturity of the program as we transition to full system procurement and development. With record backlog, enhanced capabilities, and ample liquidity, we are entering 2026 from a position of strength — focused on converting accelerating demand into sustained revenue growth and long-term shareholder value,” he added.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/VOYG">VOYG shares</a> jumped from ‘bullish’ to ‘extremely bullish’ over the past 24 hours amid ‘high’ message volumes.One user appreciated the results, adding that the backlog represents U.S. government defense contracts, not informal agreements.<stembedurl>https://stocktwits.com/zannnn/message/647049051</stembedurl>&nbsp;However, another user pointed out that backlogs are not inventory, adding that they could turn into a “lack of ability” to convert to cash.<stembedurl>https://stocktwits.com/Jysun/message/647048144</stembedurl>Meanwhile, shares of VOYG have declined over 52% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Voyager Technologies logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

VOYG Shares Decline On Double Q4 Miss Despite Record 2025 Backlog

The defense and space tech company posted Q4 revenue of $46.7 million, compared with analysts’ estimates of $48.07 million, according to data from Fiscal.ai. 

<ul class="summary-bullets"><li>Mobix Labs said it will supply components that help protect Gulfstream aircraft electronics from electromagnetic interference.</li><li>Management expects more Gulfstream deals to follow the production purchase orders.</li><li>MOBX shares closed around 533% higher on Tuesday on securing a production order for components used in the U.S. Navy’s Tomahawk cruise missile program.</li></ul>Mobix Labs Inc. (MOBX) generated retail buzz yet again, as the stock gained around 30% on Thursday after the company announced it had received new production purchase orders for electronic components used in Gulfstream aircraft.This follows a massive rally on Tuesday, when <a href="https://stocktwits.com/symbol/MOBX">MOBX shares</a> closed around 533% higher after the company <a href="https://stocktwits.com/news-articles/markets/equity/why-did-mobx-stock-soar-pre-market-today/cZdeW5hRIPI">announced</a> a production order for components used in the U.S. Navy’s Tomahawk cruise missile program.<h2 class="st-heading-2">Mobix To Supply Components To Block Electromagnetic Interference</h2>Mobix Labs said the orders are tied to ongoing aircraft production and will support near-term manufacturing schedules. The components help protect aircraft electronics from electromagnetic interference and ensure operations of systems such as navigation, communications, and avionics.“Mobix Labs is already integrated into Gulfstream aircraft programs, and as aircraft production continues, new orders for our proven high-reliability components typically follow,” said Phil Sansone, CEO of Mobix Labs.Gulfstream aircraft are manufactured by Gulfstream Aerospace, a unit of the NYSE-listed <a href="https://stocktwits.com/symbol/GD">General Dynamics</a> (GD).<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>The stock has been in the spotlight lately, with retail sentiment on Stocktwits remaining ‘extremely bullish’ since the Tomahawk program order on Tuesday. Chatter on the platform has been ‘extremely high’ too.<img src="https://news.stocktwits-cdn.com/MOBX_jpg_06c2794c04.webp" alt="MOBX.jpg">One user believes additional deals may already be in the pipeline.<stembedurl>https://stocktwits.com/Rod92/message/646668865</stembedurl>Another user expects the next parabolic small-cap stock move could come from a low-float defense company like Mobix.<stembedurl>https://stocktwits.com/SpudZone/message/646669829</stembedurl>A bullish user said the stock may see a 10x jump in the short term.<stembedurl>https://stocktwits.com/newsychatter/message/646666832</stembedurl>Around 145 million shares changed hands within half an hour of the opening bell on Thursday, compared to an average volume of around 27 million, according to Stocktwits data.<h2 class="st-heading-2">Mobix’s Defense Push</h2>Mobix Labs has been increasingly expanding its presence in the defense market. The company’s technologies are already used in major military platforms, including the F-22 Raptor fighter jet, Apache helicopters, and missile systems.On Tuesday, the company said it will supply filtering components that protect onboard electronics from electromagnetic interference in the Tomahawk cruise missile, a long-range U.S. military weapon typically launched from Navy ships and submarines.Last month, Mobix Labs received FAA certification for its next-generation drone-based airborne sensing platform.Year-to-date, the stock has gained 280%.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/usa-rare-earth-texas-mineral-73-million-round-top-deal/cZdQrvNRI3d">USA Rare Earth Makes $73 Million Bid For Texas Mineral To Develop Round Top Rare Earth Project</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Mobix Labs logo is seen displayed on a smartphone screen.

This Highly Traded Micro-Cap Electronics Stock Surged 30% Today – Retail Expects 10x Growth

Mobix Labs said it received new production purchase orders for electronic components used in Gulfstream aircraft.

MOBX Stock Jumps 30% Just Days After A Six-Fold Surge – Retail Sees Parabolic Run

<ul class="summary-bullets"><li>Under the licensing agreement, America First Defense will further develop and commercialize the technology.&nbsp;</li><li>America First Defense products include counter-drone systems and a biomimetic soft robotics platform.</li><li>Last month, Gaxos.ai partnered with ByteDance’s unit to gain preferred pricing and early access to BytePlus’ advanced video generation models.</li></ul>Shares of Gaxos.ai (GXAI) surged more than 50% on Thursday after the company said America First Defense, in which it holds a 20% stake, secured a license for the Detachable Drone Highjacker, a drone-mounted electronic warfare system designed to counter hostile drones.The Detachable Drone Highjacker operates by attaching to a friendly drone to target and neutralize enemy unmanned aircraft systems through cyber operations rather than traditional signal jamming.Under the licensing agreement, America First Defense plans to further develop and commercialize the technology for defense, security, and critical infrastructure protection applications.America First Defense is a technology company developing next-generation security platforms for both air and ground operations. Its products include a counter-drone system that can disable hostile UAVs through targeted cyberattacks without&nbsp;widespread jamming, and a biomimetic soft robotics platform for low-detection ground and subsurface missions.<h2 class="st-heading-2">Gaxos’ Tik-Tok Partnership And AWS Investment</h2>Last month, Gaxos.ai partnered with BytePlus, the enterprise technology unit of ByteDance, the parent company of TikTok, to gain preferred pricing and early access to BytePlus’ advanced video generation models. Gaxos.ai said the collaboration is expected to reduce infrastructure costs, improve scalability, and support stronger margins while boosting monetization through Art-Gen’s subscription and credit-based services.Recently, the company announced that Amazon Web Services (AWS) will fund early development of its AI-powered sales coaching platform, Gaxos Labs, which will provide real-time call transcription, automated insights, and post-call analytics.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>While retail sentiment for <a href="https://stocktwits.com/symbol/GXAI">GXAI</a> on Stocktwits turned ‘extremely bullish’ from ‘bullish’ a day earlier, chatter was mixed.<img src="https://news.stocktwits-cdn.com/GXAI_jpg_fdb00768bc.webp" alt="GXAI.jpg">One user expects the stock to surge to $10 due to the deal.<stembedurl>https://stocktwits.com/mrtallman/message/646689927</stembedurl>Another user said it was just “hype.”<stembedurl>https://stocktwits.com/VinDoesStocks/message/646682517</stembedurl>Year-to-date, the stock has gained 75%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/mobix-labs-mobx-stock-surges-gulfstream-order/cZdQwHURI30">This Highly Traded Micro-Cap Electronics Stock Surged 30% Today – Retail Expects 10x Growth</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Gaxos AI logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Why Did GXAI Stock Surge Over 50% Today?

America First Defense, a company in which Gaxos holds a 20% stake, secured a license for a drone-mounted electronic warfare system.

<ul class="summary-bullets"><li>Fourth-quarter revenue came in at $27.3 million, below Wall Street’s estimates of $33.3 million, according to Fiscal.ai data.</li><li>H.C. Wainwright cut its price target on BigBear.ai to $6 from $8, citing lower sales estimates.</li><li>Cantor Fitzgerald reduced its price target to $5 from $6 and maintained a ‘Neutral’ rating.</li></ul>Shares of BigBear.ai Holdings Inc. (BBAI) were in the spotlight on Tuesday after a wave of bearish brokerage reactions to its fourth-quarter results and fiscal 2026 outlook weighed on investor sentiment.The company reported a 38% fall in fourth-quarter (Q4) revenue to $27.3 million, falling below Wall Street’s estimates of $33.3 million, according to Fiscal.ai data. BigBear.ai said the revenue decline was primarily due to lower volume on Army programs.The company posted a net loss of $5.8 million, or $0.01 per share, compared to consensus estimates of a loss of $0.05 per share.Looking ahead, BigBear.ai expects full-year 2026 revenue between $135 million and $165 million, implying around 17% growth at the midpoint compared with 2025 revenue of $128 million. Shares of <a href="https://stocktwits.com/symbol/BBAI">BigBear.ai Holdings</a> Inc. (BBAI) slid around 8% on Tuesday.<h2 class="st-heading-2">Analyst Cites FY2026 Sales Estimate For Price Cut</h2>H.C. Wainwright cut its price target on BigBear.ai to $6 from $8 and kept a ‘Buy’ rating post the Q4 report, according to The Fly. The firm said recent balance sheet improvements offer greater flexibility to support future growth, but slashed the target due to lower sales estimates.Cantor Fitzgerald reduced its price target on BigBear.ai to $5 from $6 and maintained a ‘Neutral’ rating. The firm noted that while fourth-quarter results were solid, revenue declined 37.7% to $27.3 million, largely due to disruptions in certain Army contracts and broader federal shutdown-related headwinds.Over the last couple of months, BigBear.ai took steps to strengthen its balance sheet by significantly reducing its outstanding convertible debt. In January, the company called for the redemption of its 6.00% convertible senior secured notes due 2029 and said it expects to reduce total note-related debt from about $142 million to roughly $17 million.Separately, BigBear.ai also completed its $250 million cash acquisition of Ask Sage, a generative AI platform for defense and intelligence markets.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits turned ‘extremely bullish’ from ‘bullish’ a day earlier, amid ‘high’ message volumes.However, chatter has been largely bearish, with one user noting deteriorating earnings “despite a backlog that seemed to promise great results.”<stembedurl>https://stocktwits.com/Cerberus_79/message/646398153</stembedurl>Another bearish user expects the stock to “bleed slowly” and fall under $2. It is currently trading around $3.8.<stembedurl>https://stocktwits.com/nostoplosss/message/646397835</stembedurl>The stock has been under heavy selling pressure so far in 2026, slumping more than 32%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/tbph-stock-slumps-theravance-misses-primary-endpoint-phase-3-study/cZdeSXwRIPL">TBPH Stock Slumps 30%, Falls Below 200-DMA For First Time In Over 9 Months As Phase 3 Study Misses Primary Endpoint</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The BigBear.ai Holdings Inc logo appears on a smartphone screen and as a background on a laptop screen in this photo illustration in Athens, Greece.

BBAI Stock Slides 8% – Analyst Flags Soft Sales Estimate, Retail Expects A Further 50% Slump In Share Price

Brokerages cut the stock’s price target after the company reported a 38% decline in fourth-quarter revenue.

<ul class="summary-bullets"><li>Rosenblatt increased its price target on Palantir shares to $200 from $150 and reiterated a ‘Buy’ rating.</li><li>The new price target implies a potential 38% upside to the stock’s closing price on Monday.&nbsp;</li><li>Rosenblatt believes that mounting instability in the Middle East and broader global security concerns could increase demand for integrated defense software solutions.</li></ul>Rosenblatt Securities has lifted its outlook on Palantir Technologies Inc. (PLTR), citing geopolitical turmoil and shifting U.S. government AI policies as factors that could strengthen the company’s competitive standing in defense and intelligence markets.The firm increased its price target on Palantir shares to $200 from $150 and reiterated a ‘Buy’ rating, according to TheFly. The new price target implies a potential 38% upside to the stock’s closing price on Monday.&nbsp;<h2 class="st-heading-2">Palantir To Gain From Anthropic Phase Out&nbsp;</h2>According to Rosenblatt, the U.S. government has directed agencies to wind down their use of Anthropic’s large language models over a six-month period. The analyst said that the timeline provides “ample time” for agencies to transition to alternative systems compatible with Palantir’s platforms.The observation comes after U.S. President Donald Trump directed federal agencies on Friday to stop using technology from the artificial intelligence startup Anthropic.&nbsp;<a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> traded over 2% lower on Tuesday morning. On Stocktwits, retail sentiment around the stock changed to ‘neutral’ from ‘bearish’ territory the previous day. Message volume shifted to ‘normal’ from ‘low’ levels in 24 hours.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_03_091217_png_fd64216683.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Mar. 3, 2026 | Source: Stocktwits" width="927" height="94"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Mar. 3, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Defense Demand In Focus</h2>Rosenblatt believes that mounting instability in the Middle East and broader global security concerns could accelerate demand for integrated defense software solutions. The firm pointed to a July agreement in which the U.S. Army consolidated 75 separate contracts into a single deal with Palantir, suggesting similar large-scale arrangements may follow.Over time, the firm thinks the Middle East conflict is ‘likely to highlight the strength and leverage of Palantir's solution vs. just another LLM,” Rosenblatt added.&nbsp;PLTR stock has gained over 73% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-pins-stock-gain-pre-market-today/cZdeLdqRIPJ">Why Did PINS Stock Gain 8% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Palantir Technologies, with the company's circular emblem visible in the background, on July 30, 2025, in Chongqing, China. 

Rosenblatt Says US-Iran War ‘Likely To Highlight’ Palantir’s Strength

The firm said that the Anthropic phase-out timeline provides “ample time” for agencies to transition to alternative systems compatible with Palantir’s platforms.

Defense ETFs to Gain as the US-Iran War Stokes Global Tension

ITA and other defense ETFs are expected to gain as the U.S.-Iran strikes spur weapon demand, lifting Lockheed and peers on rising global tensions.

<ul class="summary-bullets"><li>The company will supply its filtering component that protects sensitive onboard electronics from electromagnetic interference.</li><li>The Tomahawk cruise missile is a long-range strike weapon in the U.S. military arsenal.</li><li>The order helps support near-term production schedules, the company added.</li></ul>Shares of Mobix Labs, Inc. (MOBX) surged nearly 325% on Tuesday, after the company announced that it received a major production purchase order for components used in the U.S. Navy’s Tomahawk cruise missile program, amid an escalating conflict between the U.S., Iran, and Israel.The company will supply its filtering component that protects sensitive onboard electronics from electromagnetic interference during operation. The Tomahawk cruise missile is a long-range strike weapon in the U.S. military arsenal and is typically launched from Navy surface ships and submarines.“This order reflects active, ongoing production demand within an operational U.S. Navy weapons platform. We are already integrated into the Tomahawk program, and as production volumes increase, demand for our proven high-reliability filtering component increases alongside it,” said Phil Sansone, CEO of Mobix Labs.The order helps support near-term production schedules, the company added.<h2 class="st-heading-2">FAA Approves Airborne Sensing Platform</h2>Last month, Mobix Labs received Federal Aviation Administration (FAA) certification for its next-generation drone-based airborne sensing platform, marking a major step toward commercialization. With approval in place, the company has started expanding field operations and launching customer pilot programs.Developed by its Wireless Division, RaGE Systems, the platform combines multi-sensor technology, onboard computing, autonomous flight software, and real-time analytics.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/MOBX">MOBX</a> on Stocktwits flipped to 'extremely bullish' from 'bearish,' amid 'extremely high' message volumes.One user expects the stock to climb to $4 by mid June or July.<stembedurl>https://stocktwits.com/Eardane/message/646464155</stembedurl>Another user expects volumes to exceed over a billion shares.<stembedurl>https://stocktwits.com/Fire_Truck/message/646465733</stembedurl>836 million shares changed hands &nbsp;at the time of writing, far exceeding the average daily volumes of around 27 million.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Did MOBX Stock Soar 325% Today?

The company announced that it has received a production purchase order for components used in the U.S. Navy’s Tomahawk cruise missile program.

<ul class="summary-bullets"><li>Under the agreements, OSS will supply its custom rugged data storage units to support the C5ISR mission systems on the P-8A Poseidon.</li><li>The units contain hot-swappable NVMe flash storage canisters that facilitate secure data offload and analysis.</li><li>The company’s storage solutions are integral to the P-8A Poseidon maritime patrol aircraft’s sensor suite.</li></ul>One Stop Systems, Inc. (OSS), announced on Thursday that it has secured $10.5 million in new contracts from the U.S. Navy and a major U.S.-based defense contractor.&nbsp;These awards are tied to the P-8A Poseidon maritime patrol aircraft and are expected to boost OSS’s revenue in 2026 and into 2027.<h2 class="st-heading-2">Rugged Storage For P-8A Missions</h2>Under the agreements, OSS will supply its custom rugged data storage units to support the C5ISR mission systems on the P-8A Poseidon. The units feature hot-swappable NVMe flash storage canisters that allow rapid removal and replacement, facilitating secure data offload and analysis even in demanding airborne environments.Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/OSS">One Stop Systems’ stock</a> traded over 20% higher by Thursday mid-morning. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume changed to ‘high’ from ‘low’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Supporting Advanced Surveillance</h2>The P-8A Poseidon is a long-range aircraft designed for multi-mission roles including anti-submarine warfare, maritime patrol, and intelligence, surveillance, and reconnaissance.&nbsp;OSS’s storage solutions are integral to the aircraft’s sensor suite, ensuring high-speed, secure data capture and transfer critical to mission success.<blockquote>“With these latest wins, OSS has secured more than $65 million in total contracted revenue associated with this mission-critical aircraft to-date, including over $23 million awarded since the beginning of 2025.”-Mike Knowles, President and CEO, One Stop Systems</blockquote>One Stop Systems builds advanced computing and storage technology designed for tough environments. Its rugged servers, accelerators, and flash systems power AI, autonomous machines, and sensor processing across defense and industrial markets.&nbsp;OSS stock has gained over 186% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cme-group-round-the-clock-cryptocurrency-futures-options-trading/cZRj6HzR4DR">CME Group To Launch Round-The-Clock Cryptocurrency Futures And Options Trading</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the One Stop Systems (OSS) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

OSS Stock Surges Over 20% Today — What’s Fueling The Rally?

The awards are tied to the P-8A Poseidon maritime patrol aircraft and are expected to boost OSS’s revenue in 2026 and into 2027.

<ul class="summary-bullets"><li>The test simulated a realistic combat scenario in which a hostile drone rapidly approached ground forces, the company said.</li><li>ParaZero will present its DefendAir system at the Enforce Tac security and defense trade fair in Germany later this month.</li><li>The company has already signed three defense contracts this year.</li></ul>Shares of ParaZero Technologies (PRZO) popped 15%&nbsp;pre-market before paring most of its gains after the opening bell on Wednesday, after the company reported favorable results from an internal live test of its DefendAir system.At the time of writing,&nbsp;<a href="https://stocktwits.com/symbol/PRZO">PRZO</a> shares were trading up 2%.<h2 class="st-heading-2">Defending 70 MPH Drone Attack</h2>During the trial, the system successfully intercepted a fast-moving drone traveling at 70 miles an hour using its patented net-launching mechanism. The test simulated a realistic combat scenario in which a hostile drone rapidly approached ground forces.ParaZero added that the test results demonstrate that DefendAir can be used against high-speed unmanned systems, including first-person view (FPV) attack drones.“We believe that intercepting a 70 mph threat represents a significant advancement for force protection in modern battlefields,” said Ariel Alon, CEO of ParaZero.&nbsp;The company will present its DefendAir system at the Enforce Tac security and defense trade fair in Germany from February 23 to 25.<h2 class="st-heading-2">Anti-Drone Contracts Galore&nbsp;</h2>ParaZero signed multiple contracts for its DefendAir solution this year. In January, the company announced it had secured its first purchase order from a primary Israeli defense entity for the Counter-Unmanned Aerial Systems (C-UAS) platform. The company also received a second order from a global defense corporation for its interception net-pods in the same month.Additionally, ParaZero entered a reseller agreement with a Western European partner that includes an initial order for training kits, supporting its expansion across NATO-aligned markets.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits turned ‘bullish’ from ‘bearish’ a day earlier.<img src="https://news.stocktwits-cdn.com/PRZO_jpg_d5782f1927.webp" alt="PRZO.jpg">Meanwhile, chatter was bullish, with one user expecting more orders.<stembedurl>https://stocktwits.com/wispy58/message/645202462</stembedurl>Another user highlighted the high pre-market trading volumes.<stembedurl>https://stocktwits.com/Bigg554/message/645204818</stembedurl>Year-to-date, PRZO shares have gained around 10%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/microcap-ai-stock-gpus-silver-reserve-bitcoin-strategy/cZR0sINR4vg">This Microcap AI Data Center Stock Saw A Pre-Market Boost – What’s The Silver Link?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

PRZO Stock Pares Pre-Market Gains, But Remains In The Green After Successful Drone Test

The company said that its DefendAir system successfully intercepted a drone traveling at 70 mph.

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