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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 trending as Warner Bros. Discovery evaluates a superior all-cash offer from Paramount Skydance, forcing Netflix to decide whether to escalate its own bid or accept a significant breakup fee; community sentiment heavily favors Netflix walking away from the deal, believing it would be beneficial for the stock amidst mounting acquisition and political scrutiny.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending after reporting strong earnings, achieving positive GAAP net income, and raising future guidance, highlighting consistent growth and strategic AI integration. Despite this positive news, the community reflects frustration as the stock's immediate market reaction appears impacted by broader software sector pressures and AI-related concerns, obscuring its fundamental strengths and proprietary data moat.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group Inc. is a major talking point after its recent Q4 earnings reported impressive revenue growth and increased vehicle deliveries, but also revealed wider-than-expected losses and substantial cash burn, leading to recent workforce reductions and sparking community debate over the company's path to profitability amid significant dilution concerns.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday shares are trending sharply lower after providing weaker-than-anticipated fiscal year 2027 subscription revenue guidance, which fuels broader investor concerns about decelerating growth and AI's impact on the enterprise software sector. The community is actively debating whether this represents a significant dip-buying opportunity or signals further challenges for traditional software models.

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 its board determined Paramount Skydance's revised $31/share all-cash offer could be a "superior proposal" to Netflix's variable bid, sparking community debate over shareholder value, debt implications, and regulatory hurdles while anticipating Netflix's counter-offer.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is actively discussed following its Q4 earnings, which revealed declining revenue and widening losses, tempered by the unveiling of a 10 kW DC-DC power platform for next-gen AI data centers and a new foundry partnership. The community remains divided, weighing the immense potential of its GaN and SiC technology for the energy-intensive AI sector against ongoing concerns about its valuation and the crucial absence of definitive, revenue-generating contracts.

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

PayPal is trending as reports surface that Stripe is exploring an acquisition of all or parts of the company, igniting community speculation about a potential bidding war and fair valuation amid discussions of the payments giant's significant cash flow and recent stock slump.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending following its recent earnings report, which highlighted robust revenue growth and restaurant expansion, accompanied by management's positive outlook on customer engagement. However, community discussion is sharply divided between those celebrating the company's growth trajectory and others expressing significant concerns over its high valuation metrics and moderated same-restaurant sales performance.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibre is actively discussed after its recent earnings revealed robust revenue growth across its e-commerce and fintech segments, igniting a community debate on whether current margin compression reflects a strategic market share expansion or unsustainable spending.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is trending amid mixed reactions to its latest financial results, showcasing robust revenue growth and record contract value in its AI-driven precision oncology platform, yet some community members are debating its forward growth projections and current valuation. The stock is a focal point for discussions on institutional accumulation and its long-term potential in healthcare AI.

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Tesla (NASDAQ:TSLA) Stock Price Up 2.4% - What's Next?

Tesla (NASDAQ:TSLA) Trading Up 2.4% - Time to Buy...

<ul class="summary-bullets"><li>Tesla did not provide a new price point in its website announcement.&nbsp;</li><li>The lower-price variant was unveiled last week in addition to the premium all-wheel drive and Cyberbeast variants.&nbsp;</li><li>The Cybertruck has underperformed Musk’s goal of up to 500,000 deliveries in a year.</li></ul>EV giant Tesla Inc. said on Tuesday that the price on the base version of its Cybertruck would increase after Feb. 28.The company announced the upcoming price hike on its website. The base version of the Cybertruck, called the Dual Motor AWD variant, starts at $59,990 now. Tesla (TSLA) did not provide a new price point.The lower-price variant was unveiled last week, in addition to the premium all-wheel drive and Cyberbeast variants priced at $79,990 and $99,990, respectively. Tesla CEO Elon Musk also warned in a post on X that the price is effective only for a brief time.<h2 class="st-heading-2">Weak Demand Haunts</h2>Tesla started delivering the Cybertruck in Nov. 2023 after a long wait. However, the truck was pricier than proposed during its unveiling in 2019, dragging down demand and preventing reservation holders from actually placing the order.Musk had said in 2019 that the entry-level variant of the truck would start at about $40,000, while the most premium version would start at around $70,000.The Cybertruck’s stainless steel exterior and angular design also pulled split opinions, with some deeming it ugly, while others appreciated the change.Musk has previously predicted that Tesla could sell up to 500,000 Cybertrucks annually. However, in 2025, the company sold only 50,850 units of all its premium models combined, which includes the Model S, X and the Cybertruck, putting Cybertruck annual sales alone at below 20,000 units on an estimate.While Tesla has announced that it would soon halt the production of the Model X and S vehicle in the next quarter, executives clarified during the company’s fourth quarter earnings call last month that the company has no such intentions with the Cybertruck. Musk instead opined that the Cybertruck would serve as a good robotaxi, allowing for autonomous intra-city cargo delivery.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around TSLA stock stayed within the ‘bullish’ territory while message volume stayed at ‘low’ levels.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> has gained 24% over the past 12 months.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/paypal-reportedly-receives-acquisition-interest-from-stripe/cZRwBSZR4CH">PayPal Reportedly Receives Acquisition Interest From Stripe</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The sun rises on a Tesla Cybertruck as it drives next to the Hudson River on October 31, 2024, in Weehawken, New Jersey. (Photo by Gary Hershorn/Getty Images)

Tesla To Hike Price On Cheapest Cybertruck Variant After Feb. 28

The base version of the Cybertruck, called the Dual Motor AWD variant, starts at $59,990 now.

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Until this week, Anthropic was the only AI company cleared to deploy its models on classified networks. Elon Musk's xAI is now the second...

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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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Intense debate and significant option activity suggest a fierce tug-of-war between bullish sentiment and persistent bearish shorting, often attributing unusual price action to "manipulation."

Discussion focuses on the ongoing SEC investigation and California DMV's "guilty verdict" concerning the alleged deceptive "Full Self-Driving" claims and robotaxi legality.

Traders are intently watching if the stock can hold the crucial $400 support level, with many eyeing upward resistance around $410-$415 as a next target for a breakout.

Interest is high around the impending price hike for the Cybertruck Dual Motor AWD after February 28th, alongside rumors of orders backed up until 2026.

Traders are keenly watching the State of the Union address and upcoming NVDA earnings, anticipating potential market-wide volatility and its ripple effects on the stock.

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