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Oddity Tech Ltd. engages in the online retail sale of cosmetics and beauty products. Its products include lipsticks, makeup brushes, mascara, eyelash curlers, and makeup brush cleansers. The company was founded by Oran Holtzman and Shiran Holtzman-Erel on March 23, 2013 and is headquartered in Tel Aviv, Israel.

ODDITY Tech Ltd. - Ordinary Shares - Class A

ODDITY Tech is experiencing a dramatic sell-off after guiding for a significant Q1 revenue drop due to a problematic advertising algorithm. The community is split, with many believing the stock is severely oversold given its cash-heavy balance sheet, while others remain skeptical about the business's outlook after management's unclear explanation of the issue.

Amprius Technologies, Inc. engages in the development, manufacture, and market lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the United States and Rest of the World geographical segments. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is trending following fresh analyst upgrades with significant price targets and a strategic U.S. manufacturing partnership for its high-performance silicon anode batteries. The community is keenly focused on the company's pivotal role in the burgeoning drone and defense industries, where its superior battery technology is seen as a necessity for extended mission capabilities.

Equinox Gold Corp. is a growth-focused mining company, which engages in the exploration of gold mining properties. It operates through the following segments: Greenstone, Mesquite, Castle Mountain, Los Filos, Aurizona, Fazenda, RDM, Santa Luz, and Corporate. The company was founded by Marc Pais on March 23, 2007, and is headquartered in Vancouver, Canada.

Equinox Gold Corp

Equinox Gold is trending following the strategic sale of its Brazil operations for over $1 billion, a move largely seen as strengthening its balance sheet and focusing on North American growth with the recent first gold pour at its Greenstone Mine. Community discussion highlights analyst upgrades and high expectations for the company to achieve major gold producer status, despite some past frustration over share price performance.

ProShares Trust - ProShares VIX Short-Term Futures ETF

ProShares VIX Short-Term Futures ETF

ProShares VIX Short-Term Futures ETF (VIXY) is trending as traders position for heightened market volatility, fueled by escalating geopolitical tensions and renewed threats of global tariffs. The community is actively discussing hedging strategies against perceived market complacency and the potential for significant downturns.

Subsquid Network is an innovative decentralized data lake and query engine designed to offer developers performant and permissionless access to data, aiming to build a neutral and open internet rooted in Web3 principles. Secured by ZK proofs, the Subsquid network boasts a modular architecture that enables exceptional scalability and developer convenience optimized for blockchain indexing, dApp development, and analytics.  Subsquid is a response to unscalable and rigid monolithic indexing frameworks that had previously gained popularity and market traction among Web3 developers. Today, these frameworks are struggling to adapt in a rapidly evolving blockchain environment. Additionally, the network serves as a highly efficient and decentralized alternative to centralized infrastructure firms, including large RPC and API providers.

SQD is a focal point of discussion following the rollout of its Tokenomics 2.0 and Revenue Pool, which aim to reduce supply and offer stablecoin rewards, as well as its strategic integration into Rezolve AI's ecosystem as a crucial blockchain data platform. The community is split, with strong bullish sentiment anticipating its role as a key data rail for AI contrasting with concerns over past price volatility and retail investor token utility.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCryst Pharmaceuticals is actively discussed following a robust earnings report and anticipation of new Navenibart data at upcoming healthcare conferences. This combination drives investor optimism about pipeline potential and fuels heated debates around high short interest and management's approach to shareholder value.

Globalstar, Inc. engages in the provision of mobile satellite services. It offers voice and data communications services to the following markets: recreation and personal, government, public safety and disaster relief, oil and gas, maritime and fishing, natural resources, mining, and forestry, construction, utilities, and transportation. The company was founded in November 2003 and is headquartered in Covington, LA.

Globalstar Inc.

Globalstar (GSAT) is trending amidst escalating speculation of a potential buyout from major tech players like SpaceX or Amazon, leveraging its uniquely valuable n53 spectrum and deepening Apple partnership. The community is eagerly anticipating key FCC decisions regarding spectrum use and the deployment of Globalstar's C-3 constellation, seen as critical catalysts, while highlighting its foundational role in direct-to-device connectivity and emerging IoT solutions.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending as optimistic projections for government contracts and strong January bookings, highlighted by the CEO's confident statements, clash with ongoing concerns about unprofitability and a high valuation in the speculative quantum computing sector.

GSI Technology, Inc. engages in the design, development and marketing of memory products primarily for the networking, and telecommunications markets. Its product includes Static Random Access Memory, or SRAM, which incorporated in networking and telecommunications equipment, such as routers, switches, wide area network infrastructure equipment, wireless base stations and network access equipment. It also offers services to the ongoing needs of the military, industrial, test and measurement equipment, automotive and medical markets for SRAMs .The company was founded by Lee-Lean Shu and Robert Yau in March 1995 and is headquartered in Sunnyvale, CA.

GSI Technology Inc

GSIT is seeing heated discussion following its preliminary benchmark announcement for the Gemini-II AI chip, which proponents highlight for its edge AI efficiency and defense potential, while a significant portion of the community alleges misleading claims and market manipulation by the company and its promoters.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave (CRWV) is experiencing extreme volatility following its earnings report, which unveiled ambitious capital expenditure plans for 2026 amidst strong revenue growth and a substantial backlog. While some investors are concerned about increased debt and near-term profitability, others see the aggressive spending as a strategic move to capture surging AI infrastructure demand, supported by major industry investments, fueling a debate between short-term risks and long-term opportunity.

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<ul class="summary-bullets"><li>The ongoing GPS trial is an overall survival study and final analysis is expected once 80 deaths have occurred.</li><li>As of Dec. 26, 72 deaths have occurred, the company said earlier, highlighting that it had previously expected 80 patient deaths to occur by December end.</li><li>Maxim analyst Jason McCarthy previously noted that delays in an event-driven trial like SELLAS’ could be suggestive of extended survival benefit from GPS.</li></ul>Shares of Sellas Life Sciences (SLS) garnered the spotlight on Stocktwits on Friday as retail traders contemplated the company’s upcoming results from its late-stage trial for Galinpepimut-S (GPS). &nbsp;SELLAS is currently evaluating Galinpepimut-S (GPS) as a potential maintenance therapy in patients with Acute Myeloid Leukemia who have achieved complete remission following second-line salvage therapy.AML is a fast-growing cancer of the blood and bone marrow where immature white blood cells build up, crowding out healthy cells, leading to fatigue, infections, and bleeding.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>A Stocktwits user expressed optimism for data from the trial spurring a rally. “Till then it’s the accumulation game,” he said.<stembedurl>https://www.stocktwits.com/Heypentaco/message/646154506</stembedurl>Another opined that the GPS will be worth over $180/share to big pharma companies looking to buy Sellas.<stembedurl>https://www.stocktwits.com/67X_ROI_Q1_2026/message/646149937</stembedurl>Another user opined that now is the time to buy more shares of the company.<stembedurl>https://www.stocktwits.com/Polsky/message/646158337</stembedurl>Overall, retail sentiment around SLS stock stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume remained at ‘high’ levels. According to Stocktwits data, retail chatter around the stock has increased by about 453% over the past 90 days.<h2 class="st-heading-2">The GPS Trial</h2>The ongoing GPS trial is an overall survival study and final analysis is expected once 80 deaths have occurred. As of Dec. 26, 72 deaths have occurred, the company said earlier, highlighting that it had previously expected 80 patient deaths to occur by December end.“While the 80th event has not yet occurred, and we remain fully blinded, every passing month may increase the probability of a successful study as highlighted by key opinion leaders in our recent R&amp;D event. Conclusive data will follow the unblinding and analyses of the study results,” SELLAS CEO Angelos Stergiou then said.Maxim analyst Jason McCarthy then noted that delays in an event-driven trial like SELLAS’ could be suggestive of extended survival benefit from GPS.According to data from Koyfin, all three of the analysts covering SELLAS rate it ‘Buy’ or higher. The stock has an average price target of $6.83, hinting at further potential upside.<a href="https://stocktwits.com/symbol/SLS">SLS shares</a> have more than quadrupled over the past 12 months.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/why-are-us-bank-stocks-seeing-heavy-selloffs-today/cZTcHyHRITv">Why Are US Banks Seeing Heavy Selloffs Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Global stock market chart and trading board - stock photo

SLS Stokes Retail Anticipation For Breakout Rally — What’s Driving The Interest?

SELLAS is currently evaluating Galinpepimut-S (GPS) as a potential maintenance therapy in patients with Acute Myeloid Leukemia who have achieved complete remission following second-line salvage therapy.

Equity

SELLAS is currently evaluating Galinpepimut-S (GPS) as a potential maintenance therapy in patients with Acute Myeloid Leukemia who have achieved complete remission following second-line salvage therapy.


<ul class="summary-bullets"><li>Earlier this week, the company said that the price on the cheapest variant will increase after Feb. 28.</li><li>Musk had previously predicted that Tesla could sell up to 500,000 Cybertrucks annually.</li><li>However, the vehicle is yet to breach 100,000 deliveries a year.</li></ul>Customers ordering Tesla Inc.’s (TSLA) cheapest Cybertruck variant will have to wait until the next year to have it delivered, the company’s website now shows.Tesla’s website has been updated to reflect delivery wait time until 2027 for zip codes in Texas as well as California for its Dual Motor all-wheel drive (AWD) variant launched last week, implying significant demand. &nbsp;<h2 class="st-heading-2">The Cheapest Cybertruck</h2>The lower-price Dual Motor AWD variant of the Cybertruck priced at $59,990 was unveiled last week. Tesla now offers three versions of the vehicles including the premium all-wheel drive and Cyberbeast variants priced at $79,990 and $99,990, respectively.Earlier this week, the company <a href="https://stocktwits.com/news-articles/markets/equity/tesla-to-hike-price-on-cheapest-cybertruck-variant-after-feb-28/cZRw9lbR4C6">said</a> that the price on the cheapest variant will increase after Feb. 28. The company, however, did not provide a new price point.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 had 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.Late last year, Tesla also launched cheaper variants of both of its top-selling Model 3 sedan and Model Y SUV models.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around TSLA stock stayed within the ‘extremely bullish’ territory while message volume stayed at ‘low’ levels.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> has gained 42% over the past 12 months.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/beyond-meat-stock-breaches-1-dollar-amid-launch-of-new-flavors-in-beverage-line/cZTcsFuRITM">Beyond Meat Stock Breaches $1 Amid Launch Of New Flavors In Beverage Line</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 Delays Deliveries For Cheapest Cybertruck Until 2027

Tesla’s website now shows delivery wait time until 2027 for zip codes in Texas as well as California for the Dual Motor AWD variant launched last week. 

<ul class="summary-bullets"><li>Beyond Meat launched its beverage line Beyond Immerse in mid-January.</li><li>According to data from Koyfin, three of the seven analysts covering BYND rate it a ‘Hold’ while two each rate it ‘Sell’ or ‘Strong Sell'.</li><li>The stock has an average 12-month price target of $1.61, indicating a potential upside of around 70%.</li></ul>Shares of Beyond Meat, Inc. (BYND) rallied 23% on Friday on the heels of the company launching four new flavor variations of its beverage line, Beyond Immerse.The company’s stock hit an intraday high of $1.05 on Friday, before paring back some gains to touch $1.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around BYND jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘high’ to ‘extremely high’ levels. &nbsp;A Stocktwits user expressed disappointment at the stock breaching the $1 mark only to dip below at the time of writing.<stembedurl>https://www.stocktwits.com/BigZe/message/646139778</stembedurl>Another, however, dismissed the dip as a “normal correction” and added that the stock will rally again.<stembedurl>https://www.stocktwits.com/Riaruena/message/646139586</stembedurl>According to data from Koyfin, three of the seven analysts covering BYND rate it a ‘Hold’, while two each rate it ‘Sell’ or ‘Strong Sell'. The stock has an average 12-month price target of $1.61, indicating a potential upside of around 70%.<h2 class="st-heading-2">New Flavors Lift Sentiment</h2>The plant-based meat company added four flavors to its beverage lineup on Thursday: Cherry Berry, Strawberry Lemonade, Piña Colada, and Cucumber Grapefruit, noting that the new flavor launch follows “strong consumer response.” The new flavors will join the current flavor lineup of Peach Mango, Lemon Lime, and Orange Tangerine, and will be available for a limited time at the company’s direct-to-consumer site, it said.“Beyond Immerse represents a meaningful next chapter for our brand as we expand beyond center-of-the-plate protein,” said CEO Ethan Brown. The company launched the beverage line mid-January. &nbsp;<a href="https://stocktwits.com/symbol/BYND">BYND stock</a> has lost 69% of its value over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/coreweave-ceo-justifies-capex-spend-amid-stock-price-plummet-touts-high-demand/cZTcYsFRIT8">CoreWeave CEO Justifies Capex Spend Amid Stock Price Plummet, Touts High Demand: ‘Our Backlog Is Enormous’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Beyond Meat logo is displayed at Beyond Meat headquarters on February 27, 2025 in El Segundo, California. (Photo by Mario Tama/Getty Images)

Beyond Meat Stock Breaches $1 Amid Launch Of New Flavors In Beverage Line

The plant-based meat company added four flavors to its beverage lineup on Thursday.

<ul class="summary-bullets"><li>Intrator said that the company has made “an intentional decision” to scale its infrastructure to meet client demand while understanding that margins would take a hit.&nbsp;</li><li>Meanwhile, Michael Burry said on Friday in a Substack post that Coreweave was designed to lose money.</li><li>The CEO’s remarks come as CRWV stock plummeted in Friday morning trade after the company announced capex for the year that was more than double from 2025 levels.</li></ul>CoreWeave Inc. (CRWV) CEO Mike Intrator justified the company’s massive capital expenditure plans for 2026, citing growing market demand for compute and large orders.“Our clients are increasing the demand signals that they are giving us,” Intrator told CNBC in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/video/2026/02/27/watch-cnbcs-full-interview-with-coreweave-ceo-mike-intrator.html">interview</a> on Friday, adding that demand for infrastructure has been “relentless” amid a shift into enterprise and sovereigns.The CEO’s remarks come as CRWV stock plummeted in the morning trade after the company announced capital expenditure plans for the year that were more than double of 2025.“I understand the concerns that people have as they see us allocating a massive scale of money to this market, but the truth of the matter is, our backlog is enormous,” he said.<a href="https://stocktwits.com/symbol/CRWV">CRWV shares</a> were down more than 18% at the time of writing.<h2 class="st-heading-2">Conscious Choice</h2>Intrator said in the interview that the company has made “an intentional decision” to scale its infrastructure to meet client demand, while understanding that margins would take a hit. “This is a once-in-a-generation moment,” he said.“We are constrained by our capacity to deliver more capacity to the market,” he added, explaining that every dollar of investment made today would result in more dollars earned through compute revenue over the next five years.CoreWeave posted fourth-quarter (Q4) <a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-slumps-on-coreweave-capex-projections-for-2026/cZTcmZKRITh">earnings</a> on Thursday, reporting a wider-than-expected loss per share. The company projected capex of $30 billion to $35 billion in 2026, compared to $14.9 billion spent in 2025.<h2 class="st-heading-2">Burry’s Take</h2>“The Big Short” investor Michael Burry said on Friday that CoreWeave was designed to lose money. In a Substack <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/@michaeljburry/note/c-220488532">note</a>, Burry said, “CoreWeave exists as an off balance sheet SPV designed to lose money. Except the enthusiasm for spending on this bubble got so extreme they took it public.”<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_27_at_11_10_06_PM_png_35835e995f.webp" alt="Screenshot 2026-02-27 at 11.10.06 PM.png" width="1268" height="1541"></figure>&nbsp;Burry compared this to American multinational telecommunications company Level 3 Communications. “CoreWeave is worse because LVLT infrastructure did not depreciate anywhere near as fast. Which makes Coreweave worse,” he said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around CRWV stock increased from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.One bullish user said they were convinced about the CEO’s rationale.<stembedurl>https://stocktwits.com/JOEYBUYDEN/message/646093272</stembedurl>&nbsp;Shares of CRWV have gained more than 98% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

2025/07/18: In this photo illustration, the logo of CoreWeave, a U.S.-based AI cloud computing startup, is displayed on a smartphone screen. 

CoreWeave CEO Justifies Capex Spend Amid Stock Price Plummet, Touts High Demand: ‘Our Backlog Is Enormous’

CoreWeave CEO Mike Intrator said in an interview with CNBC on Friday that the company’s massive capital expenditure plans for 2026 were on the back of growing demand for compute, as well as enormous backlogs. 

<ul class="summary-bullets"><li>CoreWeave CFO Nitin Agrawal downplayed concerns over the capex surge, stating that the company begins to incur data center lease costs, including power and depreciation, once new capacity comes online.</li><li>He added that customer revenue ramps over subsequent months, and that a substantial part of the capex surge is tied to already signed customer contracts.</li><li>The earnings and guidance miss, as well as the surge in capex, led to a slew of price target cuts from analysts, according to TheFly.</li></ul>CoreWeave Inc. (CRWV) shares slumped more than 19% in Friday’s opening trade after the company’s fourth-quarter (Q4) earnings missed expectations and its capital expenditure plans for 2026 more than doubled from 2025 levels.CoreWeave reported a loss of $0.56 per share on revenue of $1.57 billion, compared to Wall Street expectations of a loss of $0.49 per share on revenue of $1.53 billion, according to Fiscal.ai data.<h2 class="st-heading-2">CoreWeave Lays Down Capex Plans For 2026</h2>CoreWeave projected capex of $30 billion to $35 billion in 2026, more than double the $14.9 billion the company incurred in 2025. Its first-quarter (Q1) revenue guidance of $1.9 billion to $2 billion also fell below Wall Street's $2.24 billion estimate.However, CFO Nitin Agrawal downplayed concerns of the capex surge. “Substantially, all of it is tied to our already signed customer contracts that we intend to bring online this year as we expect to double our active power capacity to more than 1.7 gigawatts by year-end,” he said during a post-earnings call with analysts.Agrawal added that the company begins to incur data center lease costs, including power and depreciation, once new capacity comes online, while customer revenue ramps over subsequent months.<h2 class="st-heading-2">Analysts Trim Price Targets</h2>The earnings and guidance miss, as well as the surge in capex, led to a slew of price target cuts from analysts, according to TheFly.Analysts at JPMorgan cut the price target for CRWV to $90 from $110, while keeping a ‘Neutral’ rating on the stock. The firm stated that CoreWeave’s investment cycle is “more pronounced than expected.”Mizuho analysts trimmed their price target for CoreWeave to $95 from $100, noting that the company’s spending is rising alongside its order backlog.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave</a> stock trended in the ‘bullish’ territory, with message volumes at ‘extremely high’ levels.One bullish user stated that they can’t see CRWV stock falling further.<stembedurl>https://stocktwits.com/abman54/message/646085939</stembedurl>Another user stated that most analyst price targets will keep it above $100.<stembedurl>https://stocktwits.com/GoVeryLong/message/646088347</stembedurl><a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> is up 13% year-to-date and 107% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kore-stock-soaring-pre-market-heres-why/cZTcjBpRITJ">KORE Stock Is Ripping Pre-Market Today After Company Agrees To A Deal To Take It Private</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of CoreWeave Inc. (NASDAQ:CRWV) on August 8, 2025, in Chongqing, China. 

CRWV Stock Slumps On CoreWeave's 2026 Capex Projections Doubling From Previous Year – Analysts Say Company's Investment Cycle Is 'More Pronounced Than Expected'

The company projected capex of $30 billion to $35 billion in 2026, more than double the $14.9 billion it incurred in 2025.

<ul class="summary-bullets"><li>B. Riley upgraded Applied Optoelectronics to ‘Neutral’ from ‘Sell’ and raised the price target to $54 from $15.</li><li>The brokerage expects 800G products to be a key growth driver from Q2.</li><li>Applied Optoelectronics also signed an equity distribution to raise up to $250 million.</li></ul>Shares of Applied Optoelectronics (AAOI) surged 20% in pre-market trading on Friday, putting the stock on track for its highest open since October 2017, after a bullish analyst call amplified momentum from its stronger-than-expected fourth-quarter results.The semiconductor company’s Q4 revenue jumped 34% to $134.3 million, beating Wall Street’s estimates of $128.2 million, according to Fiscal.ai data. Applied Optoelectronics posted a loss of $0.03 per share, which was below the consensus estimate of $0.11 per share.For the first quarter of fiscal 2026, the company expects revenue between $150 million and $165 million, and a non-GAAP net loss of $7.0 million to $0.3 million, or a loss of $0.09 per share to breakeven.According to a SEC filing on Thursday, Applied Optoelectronics entered into an equity distribution agreement with Raymond James &amp; Associates and Needham &amp; Company, enabling it to raise up to $250 million through at-the-market sales of its common stock, with the two firms acting as agents.<h2 class="st-heading-2">B. Riley Bets On AAOI’s 800G Product Pipeline</h2>After the Q4 earnings, B. Riley upgraded Applied Optoelectronics to ‘Neutral’ from ‘Sell’ and significantly raised the price target to $54 from $15, according to The Fly.The brokerage attributed the upgrade to ongoing strength in 400G (Gigabit Ethernet), where demand remains robust, led by steady order flow from key customer Amazon (AMZN). B. Riley also expects 800G transceivers to be a key growth driver from the second quarter of fiscal 2026.“We have begun ramping up production of this 800G module in anticipation of a strong volume ramp starting in Q2. Focus demand for 800G module are projected to exceed our production capacity through mid-2027. We are working to add additional capacity to meet this demand. 800G is expected to dominate our revenue beginning in Q2,” Chairman and CEO Thompson Lin, said in a call with analysts.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>The results got retail investors buzzing, with message volumes on Stocktwits increasing by around 167% over a 24-hour period. Sentiment for <a href="https://stocktwits.com/symbol/AAOI">AAOI</a> on the platform was ‘bullish.’&nbsp;&nbsp;<img src="https://news.stocktwits-cdn.com/AAOI_jpg_2252fe6fae.webp" alt="AAOI.jpg">One user expects the stock to soar over the coming months, primarily due to the company’s guidance.<stembedurl>https://stocktwits.com/RocketQueen/message/646046256</stembedurl>Another user said they would consider initiating new positions if the stock experiences a pullback.<stembedurl>https://stocktwits.com/drteamp/message/646047331</stembedurl>However, one bearish user called the price action “crazy” for a company not making a profit.<stembedurl>https://stocktwits.com/jimmywestone317/message/646056001</stembedurl>Year-to-date, the stock has surged more than 76%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Workers use microscopes in the production facility at Applied Optoelectronics Tuesday, May 10, 2016, in Houston.  (Photo by Karen Warren/Houston Chronicle via Getty Images)

AAOI Stock On Track To Open At Over 8-Year Highs: B. Riley Upgrade, Retail Optimism Drive Rally 

The company reported a 34% jump in fourth-quarter revenue to $134.3 million, beating Wall Street’s estimates of $128.2 million, according to Fiscal.ai data.

AAOI Stock Set For Highest Open In Over 8 Years As 800G Ramp Sparks Analyst Upgrade, Retail Buzz

<ul class="summary-bullets"><li>SoundHound forecast 2026 revenue between $225 million and $260 million, higher than analysts’ expectations of $230.2 million.</li><li>The company’s revenue doubled in 2025.</li><li>Although the stock remained muted post the results, Stocktwits sentiment climbed higher in the ‘extremely bullish’ zone.&nbsp;</li></ul>SoundHound AI, Inc. issued an upbeat 2026 revenue forecast after more than doubling sales last year, drawing renewed interest from retail traders who said the recent pullback has made the stock increasingly attractive following a strong earnings report.Traders also anticipated a massive short squeeze, speculating that current market action is due to heavy short interest preparing to cover. Short trades rose sharply over the past months, climbing to 29.4% of the stock’s float as of Thursday from 24.5% in mid-November.With its stock under $9 and market capitalization under $4 billion, SoundHound AI has gained traction with retail investors as a lower-priced AI play with rapid revenue growth, offering high-upside exposure to the AI theme after bigger names became crowded trades.<h2 class="st-heading-2">Soundhound Q4 Results</h2>The company, which sells voice AI systems to a range of industries, including retail and automobiles, said its fourth-quarter revenue increased 59% to $55.1 million. That came in slightly higher than analysts’ $54 million estimate. Adjusted net loss in Q4 narrowed to $0.02 per share from $0.05, in line with estimates.&nbsp;&nbsp;For the full-year, revenue increased by nearly 100% to $169 Million.&nbsp;For 2026, the company expects revenue of $225 million to $260 million. Analysts expect $230.2 million.“As traditional software faces massive AI disruption, businesses are looking to partner with AI natives that can help them achieve success in a new era. This is creating strong tailwinds for SoundHound,” CEO Keyvan Mohajer said in a statement.The company detailed a range of new order wins in its&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investors.soundhound.com/news-releases/news-release-details/soundhound-ai-reports-record-annual-revenue-169-million-nearly">earnings report</a>.<h2 class="st-heading-2">Retail’s Reaction To SOUN</h2>On Stocktwits, the retail sentiment for SOUN jumped multiple points higher in the ‘extremely bullish’ zone, with members advising buying shares at current levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_27_at_9_08_58_AM_png_da6c693ed1.webp" alt="Screenshot 2026-02-27 at 9.08.58 AM.png" width="701" height="88"><figcaption>SOUN sentiment and message volume as of February 26 | Source: Stocktwits</figcaption></figure>“$SOUN Solid earnings, great outlook and excellent value at these levels,” said a user, while another&nbsp;<a href="https://stocktwits.com/Dj68/message/646049563">said</a> they would be “doubling my position, any pull-backs I'll load.”<stembedurl>https://stocktwits.com/bas575/message/646042657</stembedurl>Some traders expressed frustration at the muted stock reaction – SOUN rose a mere 0.1% in the after-market session – and speculated&nbsp;on manipulation by large investors and options traders. Still, they&nbsp;<a href="https://stocktwits.com/Say_Wen/message/646048163">expected</a> SOUN to rally strongly over the company days.<a href="https://stocktwits.com/symbol/SOUN">SoundHound shares</a> are down about 66% from their recent peak in October 2025. Before Thursday's earnings report, they climbed for five straight sessions, rising 27%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coreweave-plans-to-raise-8.5-billion-in-a-deal-backed-by-meta-report/cZRw7U4R4Cu">CoreWeave Plans To Raise $8.5 Billion In A Deal Backed By Meta: Report</a>&nbsp;

In this photo illustration, the logo of SoundHound AI, Inc. is displayed on a smartphone screen.

SoundHound Stock Offers ‘Excellent Value’ Now? Why Retail Traders Are More Bullish After Q4 Earnings

SoundHound AI has emerged as a favorite among retail investors as a lower-priced AI play, as well as for its sharp revenue growth and stock swings. 

<ul class="summary-bullets"><li>For Q4 2025, net loss per share came in at $0.09, less than the loss of $0.10 reported in the corresponding quarter last year, but above an analyst estimate of a loss of $0.05.&nbsp;</li><li>The company on Thursday announced the acquisition of Precision Components Limited in Auckland to advance its manufacturing capabilities with a new machining complex.</li><li>Rocket Lab also said that it has signed another multi-launch deal with BlackSky Technology Inc.</li></ul>Shares of Rocket Lab Corporation (RKLB) slumped 5% after hours on Thursday after the company forecast higher than expected core loss for the first quarter of 2026.For the first quarter of 2026, the space company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investors.rocketlabcorp.com/news-releases/news-release-details/rocket-lab-announces-fourth-quarter-and-full-year-2025-financial">expects</a> revenue between $185 million and $200 million, above an analyst estimate of $180.88 million, according to data from Fiscal AI.Adjusted core loss for the quarter is now expected between $21 million and $27 million, higher than the $15.80 million expected by analysts.<h2 class="st-heading-2">Q4 Numbers</h2>For the three months ended December, the company reported total revenue of $179.65 million, above an expected $178.18 million.Net loss per share came in at $0.09, less than the loss of $0.10 reported in the corresponding quarter last year, but above an analyst estimate of a loss of $0.05.<h2 class="st-heading-2">Efforts At Manufacturing Expansion</h2>The company on Thursday announced the acquisition of Precision Components Limited in Auckland to advance its manufacturing capabilities with a new machining complex. The company also said that it has completed the acquisition of optical and optomechanical instrument maker Optical Support in Tucson as it seeks to grow its global footprint.Rocket Lab also said that it has signed another multi-launch deal with BlackSky Technology Inc (BKSY). The deal is aimed at expanding the company’s service as the primary launch provider deploying BlackSky’s AI-enabled Gen-3 Earth observation constellation. It covers four new launches on RocketLab’s launch vehicle Electron, taking the total number of Electron launches for BlackSky since 2019 to 17, the company said.“High demand from commercial, civil, and defense customers for dedicated Electron launch services continues in 2026 off the back of a record year of 21 launches in 2025,” the company said in a statement.However, the company now expects its Neutron vehicle to launch for the first time only in Q4 2026, pushed from its previous estimates, following a stage 1 tank failure.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around RKLB rose from ‘bearish’ to ‘bullish’ territory over the past 24 hours, while message volume rose from ‘low’ to ‘high’ levels.A Stocktwits user highlighted the many positives at the company and opined that it would eventually be a powerhouse in the future. However, they also highlighted the delay with Neutron’s launch timeline, noting that it “does matter.”<stembedurl>https://www.stocktwits.com/wrecked_urchin/message/646052156</stembedurl><a href="https://stocktwits.com/symbol/RKLB">RKLB stock</a> has more than tripled over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/caesars-entertainment-stock-closes-up-19-percent-on-takeover-buzz/cZTGp5zRIRX">Caesars Entertainment Stock Closes Up 19% On Takeover Buzz</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Rocket Lab USA, Inc. is displayed on a smartphone screen.

RKLB Stock Dips After Hours As Neutron Launch Delay And High Quarterly Loss Forecast Disappoints Traders

Adjusted core loss for Q1 2026 is now expected between $21 million and $27 million, higher than the $15.80 million expected by analysts.

<ul class="summary-bullets"><li>A Broadcom executive told Reuters that it expects to sell at least 1 million chips by 2027 based on its stacked design tech.&nbsp;</li><li>For Broadcom’s results next week Wall Street expects the firm to report a rise of 22.4% in revenue to $19.1 billion for its first quarter of fiscal year 2026, ended February 2.&nbsp;</li></ul>Broadcom Inc. on Thursday announced it has begun shipping the industry’s first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform.Broadcom said it built the SoC on its 3.5D eXtreme Dimension System in Package (XDSiP) platform, which was introduced in 2024. The chip offers “superior power efficiency and low latency to meet the massive computational demands of gigawatt-scale AI clusters.”“We’re proud to deliver the first 3.5D custom compute SoC for Fujitsu – a testament to the outstanding execution and innovation by the Broadcom team,” said Frank Ostojic, senior vice president and general manager of Broadcom’s ASIC Products Division.&nbsp;“These developments underscore Broadcom’s unrivaled technology leadership in delivering high-complexity XPUs to enable transformative breakthroughs in AI,” he added.&nbsp;<h2 class="st-heading-2">Selling 1 Million Chips</h2>A Broadcom executive told Reuters that it expects to sell at least 1 million chips by 2027 based on its stacked design tech.&nbsp;The 1 million chips the company projects it will sell, are based on an approach Broadcom developed that stacks two chips on top of one another, allowing the distinct pieces of silicon to be tightly bound to improve the speed at which data can flow from one chip to another, Harish Bharadwaj, vice president of product marketing at Broadcom told Reuters.&nbsp;<h2 class="st-heading-2">Earnings On The Horizon</h2>Wall Street expects the firm to report a rise of 22.4% in revenue to $19.1 billion for its first quarter of fiscal year 2026, ended February 2. The company posted $15.6 billion in revenue in the same year-ago quarter.&nbsp;Broadcom is scheduled to report results next week.How Did Stocktwits Users React?Retail sentiment around AVGO trended in ‘bullish’ territory amid ‘normal’ message volume.&nbsp;Shares in the company have risen nearly 53% over the past year.&nbsp;

In this photo illustration, the Broadcom, Inc. logo is seen displayed on a smartphone screen.

Broadcom Ships First 2nm Chip Ahead of Crucial Q1 Earnings

Broadcom said it built the SoC on its 3.5D eXtreme Dimension System in Package (XDSiP) platform, which was introduced in 2024.

<ul class="summary-bullets"><li>The company is also reportedly considering a possible management-led buyout.</li><li>The report, however, noted that the talks are still ongoing with no transaction decided.</li><li>Eldorado Resorts completed its acquisition of Caesars Entertainment Corporation in 2020 for approximately $17.3 billion, creating the largest US casino operator.</li></ul>Shares of Caesars Entertainment Inc (CZR) closed 19% higher on Thursday on the heels of reports that the company is contemplating a sale upon receiving multiple takeover offers.The Financial Times <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/0b1db35d-62ba-427e-a1c8-3dbbef969725">reported</a> on Thursday that the company is weighing a bid from Texas gaming and hospitality billionaire Tilman Fertitta. Fertitta Entertainment is the group behind the Golden Nugget casino chain.The company is also reportedly considering a possible management-led buyout.The report, however, noted that the talks are still ongoing with no transaction decided. The talks could also collapse without a deal, it noted. However, if a deal materializes, it would mark one of the biggest gaming takeovers in years, FT said.Sources also told FT that any acquisition would likely involve a large financing package from Wall Street banks owing to Caesars’ debt load of more than $20 billion. This makes the chance of a deal "much trickier,” the report said.<h2 class="st-heading-2">About Caesars</h2>Eldorado Resorts completed its acquisition of Caesars Entertainment Corporation in 2020 for approximately $17.3 billion, creating the largest US casino operator. The merged entity rebranded as Caesars Entertainment.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around CZR rose from ‘bearish’ to ‘bullish’ territory over the past 24 hours, while message volume increased from ‘low’ to ‘normal’ levels.A Stocktwits user said that they expect a deal to value the company at no less than $35/ share.<stembedurl>https://www.stocktwits.com/vcaelum/message/646032459</stembedurl>Another raised doubts about a deal materializing.<stembedurl>https://www.stocktwits.com/PenniesFromHell/message/646041234</stembedurl><a href="https://stocktwits.com/symbol/CZR">CZR stock</a> has dropped 28% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/jack-dorsey-block-to-lay-off-nearly-half-of-its-workforce/cZTG8mFRIRf">Jack Dorsey’s Block To Lay Off Nearly Half of Its 10,000 people Workforce, Stock Rockets 20%</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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Caesars Entertainment Stock Closes Up 19% On Takeover Buzz

The Financial Times reported on Thursday that the company is weighing a bid from Texas gaming and hospitality billionaire Tilman Fertitta.

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