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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers (HIMS) is captivating investors following reports of a strategic partnership with Novo Nordisk to distribute GLP-1 weight-loss drugs, effectively resolving their prior legal dispute. This news has ignited a fervent community discussion predicting a significant short squeeze, given the stock's high short interest, though some analysts debate the long-term margin implications of the collaboration.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

The departure of a key FDA official, widely seen as a significant barrier, is driving intense bullish sentiment and expectations for accelerated approval of Capricor's Duchenne Muscular Dystrophy therapy, Deramiocel. This, combined with high anticipation for next week's late-breaking Phase 3 data presentation, has the community discussing a potential short squeeze and rapid regulatory decision.

Volatility Shares Trust - 1x Short VIX Futures ETF

Volatility Shares 1x Short VIX Futures ETF

SVIX is trending as the community actively buys this inverse volatility ETF, anticipating a 'VIX crush' and a return to lower market volatility following recent spikes. Traders are widely shorting VIX spikes with SVIX, believing its price will benefit as VIX futures eventually revert to lower, more stable levels amidst ongoing geopolitical and economic uncertainty.

BlackRock, Inc. engages in the provision of investment, advisory and risk management solutions. Its products include single-asset and multi-asset portfolios. The company was founded by Laurence Douglas Fink in 1988 and is headquartered in New York, NY.

Blackrock Inc.

BlackRock is trending as the firm limited withdrawals from one of its private credit funds following significant redemption requests, intensifying concerns among the community about potential systemic issues and the broader health of the illiquid private credit sector.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending after its strong earnings report and optimistic future guidance, driven by robust demand in AI infrastructure and data center spending, sparking bullish sentiment among analysts and investors. However, community discussions also reflect skepticism regarding the sustainability of gains, especially after its non-inclusion in the S&P 500, echoing past post-earnings price volatility.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure (QURE) is experiencing a massive surge amid community speculation that the impending departure of a key FDA official will pave the way for a more favorable regulatory path for its Huntington's disease gene therapy, igniting a sharp divide between bullish price targets and skeptical calls for caution given prior FDA setbacks for the program.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is trending following an analyst upgrade, strong financial results, and S&P 400 inclusion, igniting fervent investor discussion contrasting its high valuation against a robust growth trajectory and aggressive expansion plans, while others eye potential overvaluation.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent Corp. is a major talking point as NVIDIA commits a $2 billion investment to secure its optical networking and laser supply for next-gen AI infrastructure, signaling a critical industry shift towards light-based data transmission. This strategic funding, alongside its S&P 500 inclusion, highlights the company's pivotal role in addressing the 'photonics bottleneck' for AI data centers, driving strong investor sentiment and upward revisions from analysts.

Rithm Capital Corp. engages in the provision of real estate, credit, and financial services. It operates through the following segments: Origination and Servicing, Investment Portfolio, Residential Transitional Lending, Asset Management, and Corporate. The Origination and Servicing segment includes residential mortgage loans underlying mortgage servicing right assets as well as those sub-service for third parties. The Investment Portfolio segment consists of residential mortgage loans, SFR properties, consumer loans, Non-Agency RMBS, Excess MSRs and servicer advance investments. The Residential Transitional Lending segment competes for both experienced sponsors, including developers and investors in residential real estate, and attractive lending opportunities based on several factors. The Asset Management segment focuses on the wholly owned subsidiaries, Sculptor, and RCM Manager. The company was founded on September 26, 2011 and is headquartered in New York, NY.

Rithm Capital Corporation

Rithm Capital (RITM) is trending after reporting a strong Q4 earnings beat and highlighting strategic progress in its transition to a diversified global alternative asset manager. The community is actively discussing RITM's significant undervaluation and the potential for a C-Corp conversion or NewRez spin-off to unlock substantial shareholder value, alongside anticipation of its upcoming S&P SmallCap 600 inclusion.

Permian Resources Holdings, Inc. engages in the exploration and production of oil and natural gas. It also focuses on driving sustainable returns through the responsible acquisition, optimization, and development of crude oil. The company was founded on October 6, 2014 and is headquartered in Midland, TX.

Permian Resources Holdings Inc. - Ordinary Shares - Class A

Permian Resources Corp - Ordinary Shares - Class A

Permian Resources is gaining attention amid surging crude oil prices driven by geopolitical tensions and the company's recent strong earnings, though the community remains frustrated that the stock's performance doesn't fully reflect these positive catalysts while maintaining high conviction in its management and Permian assets.

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<ul class="summary-bullets"><li>The changes ensure that each index is more representative of its market-capitalization range.&nbsp;</li><li>Market analysts were expecting Lumentum, Coherent, and Vertiv to be included in the S&amp;P 500 index.&nbsp;</li><li>The surprise inclusion in the index was of EchoStar.&nbsp;</li></ul><p>Vertiv Holdings, Lumentum, Coherent and EchoStar stock rose in extended hours of trading on Friday after they were included in&nbsp;the S&amp;P 500 index.</p><p>S&amp;P Dow Jones Indices, a division of S&amp;P Global, said on Friday that Vertiv Holdings (<a href="https://stocktwits.com/symbol/VRT">VRT</a>), Lumentum Holdings (<a href="https://stocktwits.com/symbol/LITE">LITE</a>), Coherent (<a href="https://stocktwits.com/symbol/COHR">COHR</a>) and EchoStar (<a href="https://stocktwits.com/symbol/SATS">SATS</a>) will join the S&amp;P 500 index before the market opens on March 23, as part of&nbsp;its quarterly&nbsp;portfolio rebalance. The changes ensure that&nbsp;the index is more representative of its market-capitalization range.&nbsp;</p><p>Shares of Vertiv, Lumentum, Coherent and EchoStar were up 6%, 1.8%, 0.8% 4.4% at the time of writing.&nbsp;</p><h2 class="st-heading-2">In Line With Expectations</h2><p>Meanwhile, Match Group (<a href="https://stocktwits.com/symbol/MTCH">MTCH</a>), Molina Healthcare (<a href="https://stocktwits.com/symbol/MOH">MOH</a>), Lamb Weston (<a href="https://stocktwits.com/symbol/LW">LW</a>), and Paycom (PAYC) were deleted from the S&amp;P 500. The changes were largely in line with street expectations.&nbsp;</p><p>Alongside the S&amp;P 500 index, changes have been made to other indices as well. Some of the prominent names like PayPal Holdings and Target will be removed from&nbsp;the S&amp;P 100 index and Micron Technologies will be added to the index.&nbsp;</p><p>Market analysts were expecting Lumentum, Coherent, and Vertiv to be included in the S&amp;P 500 index. EchoStar was a surprise inclusion in the index.&nbsp;</p><h2 class="st-heading-2">Other News</h2><p>Vertiv earlier on Friday declared a quarterly cash dividend of $0.0625 per share of the company's Class A common stock. It said that the cash dividend will be payable on March 26, 2026, to shareholders of record of Class A common stock at the close of business on March 17, 2026.</p><p>Coherent on Friday announced the general availability of the industry’s first dual-laser QSFP28-DCO module designed to enable bi-directional 100G coherent transmission over a single working fiber.&nbsp;</p><p>Meanwhile, earlier in the week, Rosenblatt analyst Mike Genovese raised the firm's price target on Lumentum to $900 from $580 and kept a ‘Buy’ rating on the shares. Rosenblatt said that the Nvidia’s deal is driven by co-packaged optics. It cited higher earnings power for the target boost.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around VRT stock trended in ‘bullish’ territory, meanwhile COHR, LITE trended in ‘extremely bullish’&nbsp;amid ‘normal’ message volume. SATS stock was trending in ‘neutral’ territory.&nbsp;</p><p>Shares in VRT have been flat year-to-date. SATS, COHR, LITE shares have risen 1.2%, 26.3% and 50% so far in 2026.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Traders work on the floor of the New York Stock Exchange during morning trading on January 06, 2026 in New York City. 

Why Are VRT, LITE, COHR, SATS Stocks Rising After Hours?

S&P Dow Jones Indices, a division of S&P Global, said on Friday that the four stocks will join the S&P 500 index before the market opens on March 23 as part of its quarterly rebalance.

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Vertiv (NYSE:VRT) Stock Price Down 3.1% - What's Next?

Vertiv (NYSE:VRT) Shares Down 3.1% - Time to Sell...

Vertiv Declares Quarterly Dividend

Vertiv Declares Quarterly Dividend Vertiv Declares Quarterly Dividend PR Newswire COLUMBUS, Ohio, March 6, 2026 COLUMBUS, Ohio, March 6, 2026 /PRNewswire/ -- Vertiv Holdings Co (NYSE: VRT), a global...

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Vertiv Holdings Co. $VRT Stake Reduced by Elo Mutual Pension Insurance Co

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Vertiv Trades at a Premium Valuation: Should You Still Buy the Stock?

VRT trades at a premium valuation, but booming AI-driven data center demand, surging orders, and new partnerships are powering rapid growth.


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Talos Eurisko Asset Management LP Makes New $12.40 Million Investment in Vertiv Holdings Co. $VRT

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Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. It also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment offers products and services sold for applications within the data center, communication networks, and commercial and industrial markets in North America and Latin America. The Asia Pacific segment includes products and services sold for applications within the data center, communication networks, and commercial or industrial markets throughout Greater China, Australia and New Zealand, Southeast Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Columbus, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

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Vertiv Holdings Co

The highly anticipated S&P 500 index inclusion on March 23rd is driving discussions about potential price surges, increased liquidity, and the 'sell the news' effect.

Robust demand from the booming AI-driven data center market, coupled with strategic partnerships like NVIDIA and a $15 billion order backlog, is fueling rapid growth.

Traders are actively engaging with options contracts, with significant discussion around call and put premiums and strategies for the upcoming S&P 500 inclusion date.

Amid a stellar 185% year-over-year climb, investors are debating the company's premium valuation and the implications of recent insider selling and institutional profit-taking.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$0.99	--	--	N/A
Q4 '25	$1.29	$1.36	5.38%	BEAT
Q3 '25	$0.98	$1.24	25.97%	BEAT
Q2 '25	$0.83	$0.95	14.17%	BEAT
Q1 '25	$0.61	$0.64	4.13%	BEAT

VRT
Vertiv Holdings Co

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