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Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is trending as investors weigh an upcoming earnings report against the backdrop of potential U.S. cannabis rescheduling and regulatory shifts. The community remains deeply divided, with some betting on a turnaround fueled by medical growth and policy changes, while others express frustration over leadership, dilution, and long-term performance.

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.

Tesla Inc

Tesla is currently experiencing significant downward pressure as investors react to quarterly delivery figures that missed expectations, fueling concerns about cooling EV demand. The community is actively debating whether the company can maintain its premium valuation based on future AI and robotics narratives versus its declining performance as an automotive manufacturer.

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 experiencing significant volatility and elevated trading volume as investors aggressively speculate on potential buyout scenarios and M&A activity following unconfirmed media reports. The community is actively debating the company's valuation as a standalone rare-disease franchise versus its appeal as an acquisition target, with many traders closely watching abnormal after-hours trading patterns for signals of a catalyst.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is currently under intense community scrutiny following a major exploit on the Drift Protocol, fueling debates about network security and institutional trust. While some investors are accumulating on dips based on developer momentum, others are concerned about market volatility and the long-term impact of regulatory pressures on the broader ecosystem.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors and the public react to the president's latest statements regarding the escalating conflict in Iran and his sudden decision to fire Attorney General Pam Bondi. Market participants are actively debating the potential for increased volatility and the broader economic impacts of these developments, while online communities remain highly polarized over the administration's leadership and strategic direction.

Kelly Services, Inc. engages in the provision of talent solutions. It operates through the following segments: Professional and Industrial, Science, Engineering, and Technology, Education, Outsourcing and Consulting, and International. The Professional and Industrial segment includes the provision of administrative, accounting and finance, light industrial, contact center staffing, and other workforce solutions. The Science, Engineering, and Technology segment focuses on staffing, outcome-based, permanent placement services, clinical research, and telecommunications. The Education segment involves offering education and therapy services talent through staffing, permanent placement, and executive search services to Pre-K-12 school districts and organizations. The Outsourcing and Consulting segment consists of global talent supply chain and workforce solutions, including Managed Service Provider (MSP), Recruitment Process Outsourcing (RPO), Payroll Process Outsourcing (PPO), and executive coaching programs. The company was founded by William Russell Kelly on October 7, 1946 and is headquartered in Troy, MI.

Kelly Services, Inc. - Ordinary Shares - Class B

Kelly Services is trending due to significant insider and institutional accumulation coupled with an exceptionally low float, fueling community speculation about a potential short squeeze. Investors are closely monitoring upcoming earnings and company conference calls as potential catalysts to ignite further momentum.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is trending as investors debate whether the stock represents a deep-value opportunity at a historically low price-to-earnings multiple or a persistent value trap following recent earnings and analyst activity. While some community members are frustrated by the stock's lack of momentum and recent downward pressure, others are actively accumulating shares, viewing the current levels as an oversold bottom with significant long-term potential.

Seres Therapeutics, Inc. engages in the development of biological drugs through microbiome therapeutics platform. Its product pipeline includes SER-109, SER-287, SER-301, and SER-401. The company was founded by Geoffrey von Maltzahn, David A. Berry, and Noubar B. Afeyan on October 18, 2010 and is headquartered in Cambridge, MA.

Seres Therapeutics Inc

Seres Therapeutics is trending as investor anticipation of a potential buyout or strategic partnership intensifies, fueled by high volume and persistent speculation regarding Nestl Health Science's role. The community is actively discussing the stock's recent volatility and the potential for a significant M&A catalyst, with many traders looking for signs that long-standing institutional interest will finally materialize into a concrete deal.

ProShares Trust II - ProShares Ultra Bloomberg Crude Oil 2x Shares

ProShares Ultra Bloomberg Crude Oil

ProShares Ultra Bloomberg Crude Oil (UCO) is seeing intense volatility as the market reacts to escalating geopolitical tensions in the Middle East and concerns over oil supply chain stability. Community sentiment is deeply divided, with many traders debating the effectiveness of the ETF's leverage in current conditions while others speculate on the impact of potential Strait of Hormuz disruptions on global energy prices.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is facing intense volatility as traders weigh conflicting catalysts, including institutional accumulation and potential regulatory clarity against broader macroeconomic pressure and concerns over quantum security risks. Community sentiment remains deeply divided, with many actively debating whether current support levels signal a durable bottom or a precursor to a deeper correction.

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<ul class="summary-bullets"><li>PENG said it expects adjusted net sales for fiscal year 2026 of 12% year-over-year growth +/-5%.&nbsp;</li><li>It expects adjusted diluted earnings per share of $2.15 +/- $0.15 for FY26.&nbsp;</li></ul>Penguin Solutions (PENG) shares rallied 14% in Wednesday’s extended hours of trading as it reported its second quarter net sales that was above analyst estimates.&nbsp;“Enterprises, governments, and neocloud providers are racing to build AI factories, as platforms scale to power the next generation of inference workloads,” said Kash Shaikh, CEO of Penguin Solutions. “Our AI/HPC pipeline continues to expand, and we added five AI/HPC customers this quarter, including a Tier One financial institution deploying our MemoryAI™ CXL-based KV cache server.&nbsp;“Memory is a critical scaling factor for AI inference, and that aligns with one of our core strengths. Reflecting strong memory demand and disciplined execution, we are raising our full-year net sales and EPS outlook,” Shaikh added.&nbsp;<h2 class="st-heading-2">Details</h2>PENG reported net sales for the second quarter of $343 million, down 6% versus the year-ago quarter, but was above analysts’ estimates of $339 million as per data from Stocktwits data.&nbsp;It reported adjusted diluted earnings per share of $0.52 for the second quarter, flat year-over-year. The adjusted profit was well above average analysts’ projection of $0.42 per share, as per data from Stocktwits. PENG reported its gross margin of 31.2%, up 40 basis points versus the year-ago quarter<h2 class="st-heading-2">Outlook</h2>PENG said it expects adjusted net sales growth of 12% year-over-year +/-5%&nbsp; for fiscal year 2026.&nbsp;&nbsp;It expects adjusted diluted earnings per share of $2.15, +/- $0.15 for the period.&nbsp;<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around PENG trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One bullish user predicted that PENG stock will ‘explode’.<stembedurl>https://stocktwits.com/Thrasher5699/message/649224359</stembedurl>Another user praised the company’s performance in the quarter.&nbsp;<stembedurl>https://stocktwits.com/RazorbackAJ/message/649221276</stembedurl>Shares in the company are down 8% so far in 2026.&nbsp;&nbsp;

PENG said it expects adjusted net sales growth of 12% year-over-year +/-5%  for fiscal year 2026.  

PENG Stock Rallying 14% After Hours – What’s Behind The Bull Run?

PENG reported its net sales for the second quarter of $343 million, above $339 million as per data from Stocktwits data.

Equity

PENG reported its net sales for the second quarter of $343 million, above $339 million as per data from Stocktwits data.


$1000 Invested In Vanguard Information Tech ETF 10 Years Ago Would Be Worth This Much Today

<ul class="summary-bullets"><li>Goldman Sachs says rising demand for advanced computing power in specialized industries continues to strengthen Nvidia’s growth prospects.</li><li>Strategic partnerships with biotech firms are emerging as a major catalyst, enabling Nvidia to test and refine its AI models in real-world lab settings.</li><li>Nvidia’s investment in Recursion Pharmaceuticals highlights tangible AI-driven efficiencies.</li></ul>Goldman Sachs reportedly sees momentum for Nvidia Corp. (NVDA) as healthcare and life sciences companies accelerate their adoption of artificial intelligence.The firm stated that expanding use cases in drug development and clinical research may unlock meaningful upside for the semiconductor leader.<h2 class="st-heading-2">Healthcare Partnerships To Drive Nvidia Growth</h2>According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/31/goldman-is-betting-nvidia-will-get-a-boost-from-health-care-as-industry-builds-out-ai-capabilities-.html">report</a>, Goldman Sachs reiterated its ‘Buy’ rating on Nvidia, assigning a price target of $250, implying a potential 51% upside from the stock’s closing price on Monday, as analysts point to growing demand for AI-driven computing across specialized industries.Analyst Salveen Richter highlighted Nvidia’s collaborations with biotech and life sciences firms as a key growth engine. By working directly with these companies, Nvidia can validate its AI models in laboratory environments while expanding applications in areas such as digital health records, automation, and manufacturing.&nbsp;The company is also advancing “digital twin” simulations, which replicate real-world processes to enhance efficiency and reduce costs, Salveen added.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> traded over 3% higher on Tuesday mid-morning. However, on Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_31_115300_png_9d8d5a958c.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 12:00 p.m. ET on Mar. 31, 2026 | Source: Stocktwits" width="944" height="114"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 12:00 p.m. ET on Mar. 31, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Recursion Collaboration Shows Results</h2>Nvidia’s 2023 investment in Recursion Pharmaceuticals Inc. (RXRX) continues to demonstrate the potential of AI in drug discovery.&nbsp;The biotech firm reported that its technology platform enables researchers to dramatically reduce the number of compounds synthesized while also shortening the timeline to begin human testing. Processes that once took years can now move forward in a fraction of the time, Goldman Sachs noted.According to the report, Recursion executives also emphasized how machine learning improves clinical trial design. The technology helps identify suitable patient groups, streamline data analysis, and enhance recruitment efforts.&nbsp;NVDA stock has declined by over 8% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mrvl-stock-rallies-nvidia-investment-ai-infrastructure-partnership/cZEPvgNRIVg">MRVL Stock Rallies On $2B Nvidia Investment, AI Infrastructure Partnership</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A close-up of a printed circuit board is seen with the Nvidia logo displayed on a screen in the background. (Photo by Nikos Pekiaridis/NurPhoto via Getty Images)

Nvidia’s Expanding Role In AI-Driven Drug Discovery, Clinical Research Could Fuel Growth, Says Goldman Sachs

Goldman Sachs maintained its ‘Buy’ recommendation on Nvidia and set a $250 price target, indicating roughly 51% potential upside from Monday’s closing level.

<ul class="summary-bullets"><li>DigitalOcean stated that it intends to use the proceeds from the stock offering to invest in expanding its infrastructure capacity.</li><li>The company said this expansion will support demand for its cloud and AI platform.</li><li>DigitalOcean added that it is in advanced discussions to secure this additional data center capacity to support its growth.</li></ul>DigitalOcean Holdings Inc. (DOCN) on Wednesday announced an upsized public offering of its common stock, increasing the size to $800 million from $700 million.The company said it will offer about 10.4 million shares to raise $800 million, thereby bringing the offering’s price per share to about $77. This implies a discount of more than 9% compared to the stock’s closing price of $84.92 on Tuesday.<a href="https://stocktwits.com/symbol/DOCN">DigitalOcean shares</a> fell more than 7% in Wednesday’s opening trade before staging a recovery to hover about 2% higher.<h2 class="st-heading-2">Why Is DigitalOcean Raising Funds?</h2>DigitalOcean stated that it intends to use the proceeds from the stock offering to invest in expanding its infrastructure capacity. The company said this expansion will support demand for its cloud and AI platform. DigitalOcean added that it is in advanced discussions to secure this additional data center capacity to support its growth.The company also noted that it will use the proceeds of the offering to pay down one of its existing term loans.During its fourth-quarter (Q4) results announcement last month, DigitalOcean reported cash and cash equivalents of $254 million as of Dec. 31, 2025. The company reported earnings per share of $0.44 on revenue of $242 million, while Wall Street analysts expected an EPS of $0.38 on revenue of $238 million, according to Fiscal.ai data.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory at the time of writing.One bullish user said that the stock offering is a “winner” move in the long term.<stembedurl>https://stocktwits.com/Varchild_Mobile/message/648469509</stembedurl><a href="https://stocktwits.com/symbol/DOCN">DOCN stock</a> is up 76% year-to-date and 124% over the past 12 months. The iShares Russell 2000 ETF (IWM) is up 21% over the past 12 months, while the Vanguard Information Technology Index Fund ETF (VGT) is up 24%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/micron-launches-5-4-billion-tender-offer-for-senior-notes-mu-stock-declines/cZ3YpABRISS">Micron Announces Cash Tender Offer For Outstanding Senior Notes Worth&nbsp; $5.4B — MU Stock Declines</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a DigitalOcean Inc. logo is seen on a smartphone screen and in the background. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

DigitalOcean Prices $800M Upsized Stock Offering — Why Is DOCN Raising Funds?

The company said it will offer about 10.4 million shares to raise $800 million, bringing the per-share price to $77.

Vanguard Announces Share Splits for Five Equity Index ETFs

Vanguard Announces Share Splits for Five Equity Index ETFs Vanguard Announces Share Splits for Five Equity Index ETFs PR Newswire VALLEY FORGE, Pa., March 24, 2026 VALLEY FORGE, Pa., March 24, 2026...

Forget Iran War: Bet Big on Tech ETFs on Earnings Strength

Tech earnings strength and rising estimates signal resilience, making tech ETFs attractive despite weak sentiment and geopolitical concerns.

<ul class="summary-bullets"><li>In January, The New York Times reported that Cook was looking to cut back on his workload, indicating that he may transition from his role as CEO to chairman.</li><li>Apple will celebrate 50 years on April 1, 2026, marking five decades since its founding in 1976.&nbsp;</li><li>Meanwhile, Cook is nearing 15 years as the CEO of Apple.</li></ul>Apple Inc. (AAPL) CEO Tim Cook, in an interview on Tuesday, denied that he is looking to step back from his position at the company, calling the reports a rumor.Speaking at ‘<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=PjehoUu48rY">Good Morning America</a>’ at ABC News, Cook said he loves what he does “deeply,” and that he “can't imagine life without Apple.” The top leader’s comments were in response to a question from the interviewer as they discussed Apple’s upcoming 50th anniversary.“Twenty-eight years ago, I walked into Apple, and I've loved every day of it since. We've had ups and downs, but the people I work with are so amazing,” Cook said.“They bring out the best in me, and hopefully I can bring out the best in them,” he added.<h2 class="st-heading-2">Retirement And Succession</h2>In January, The New York Times <a href="https://stocktwits.com/news-articles/markets/equity/apple-hardware-engineering-head-john-ternus-could-be-ceo-after-tim-cook-report/cmUbg8rR45e">reported</a> that Cook was looking to cut back on his workload, indicating that he may transition from his role as CEO to chairman. The report also claimed that Apple was fast-tracking Cook’s succession plans, with multiple internal candidates being considered for the role.Among the frontrunners for the role is John Ternus, head of hardware engineering, who is reportedly now also overseeing design, a responsibility that is widely seen as being awarded only to senior leaders.Cook is nearing 15 years as the CEO of Apple; he took on the position in Aug. 2011, filling in the shoes of co-founder Steve Jobs. Cook has often been compared unfavorably to Jobs for failing to bring innovation and creativity to the company, although he has been credited for transforming Apple into the world's most valuable company and was the first to reach a $3 trillion market cap in Jan. 2022.<h2 class="st-heading-2">Apple’s Anniversary</h2>Apple will celebrate 50 years on April 1, 2026, marking five decades since its founding in 1976. Speaking about Apple's biggest contributions since, Cook highlighted the company’s innovation. "You know, you can focus on the product moments, reinventing music, reinventing the smartphone, bringing the creative arts to the table, the creative graphics. Saving people's lives with the watch," he said.Meanwhile, <a href="https://stocktwits.com/symbol/AAPL">AAPL shares</a> have gained more than 19% in the past year. The <a href="https://stocktwits.com/symbol/xlk">Technology Select Sector SPDR Fund</a> (XLK) has risen over 29% in the same period, while the <a href="https://stocktwits.com/symbol/vgt">Vanguard Information Technology ETF</a> (VGT) has climbed over 28% higher.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Apple CEO Tim Cook looks on during an event with U.S. President Donald Trump in the Oval Office on August 6, 2025. (Photo by Win McNamee/Getty Images)

Apple’s Tim Cook Shuts Down Retirement Buzz, Says He ‘Deeply’ Loves His Job

In a ‘Good Morning America’ interview at ABC News, Cook said that he cannot imagine life without Apple.

<ul class="summary-bullets"><li>Huang said that Nvidia’s other offerings, from AI software solutions to data center products, will further contribute to revenue expansion.</li><li>JPMorgan said that the expanded sales potential&nbsp;implies at least $50 billion to $70 billion in additional&nbsp;data center revenue.</li><li>Citi described Huang’s keynote as “checking all the boxes,” emphasizing solid demand for inference workloads.</li></ul>Nvidia Corp (NVDA) CEO Jensen Huang on Tuesday reportedly highlighted the company’s massive revenue potential over the next two years, signaling strong growth across its product portfolio.&nbsp;In a CNBC interview, Huang emphasized that Nvidia already has a clear path to over $1 trillion in combined sales from its flagship Blackwell and Rubin GPU platforms, with more orders expected to come in before the end of 2027.<h2 class="st-heading-2">Strong Pipeline Drives Confidence</h2>Huang detailed that despite the forecast only covering Blackwell and Rubin, Nvidia’s other offerings, from AI software solutions to data center products, will further contribute to revenue expansion.<blockquote>“At this point, with another 21 more months to go for the end of 2027, we already have high confidence visibility of $1 trillion plus for just Blackwell and Rubin.”— Jensen Huang, President and CEO, Nvidia&nbsp;</blockquote><a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> inched 0.06% lower on Tuesday morning.&nbsp;On Stockwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume shifted to ‘normal’ from ‘low’ levels in 24 hours.<h2 class="st-heading-2">Wall Street Expresses Optimism&nbsp;</h2>Post Huang’s Keynote&nbsp;address at Nvidia GTC 2026,&nbsp;JPMorgan said that the expanded sales potential&nbsp;implies at least $50 billion to $70 billion in additional&nbsp;data center revenue beyond Wall Street expectations for 2026-2027.The firm noted that a huge portion of the keynote focused on boosting traditional enterprise workloads using CUDA-X libraries, signaling untapped growth in existing server and AI infrastructure.&nbsp;Citi termed Huang’s presentation as “checking all the boxes,” highlighting strong demand for inference workloads and projecting $1 trillion in data center sales from 2025 to 2027.While this aligns with expectations, Citi noted that additional upside exists, as the $1 trillion figure excludes sales of language processing units, standalone CPUs, and Hopper platforms.NVDA stock has gained over 52% in the last 12 months. The&nbsp;<a href="https://stocktwits.com/symbol/SMH">VanEck Semiconductor ETF</a> (SMH) tracking the 25 biggest semiconductor manufacturers edged 0.4% higher, with sentiment in ‘bearish’ territory. The&nbsp;<a href="https://stocktwits.com/symbol/IYW">iShares U.S. Technology ETF</a> (IYW) edged 0.5% higher.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ondas-expands-robotic-defense-future-with-indo-acquisition-retail-believes-stock-is-going-much-higher/cZ3EIHPRIXO">Ondas Expands Robotic Defense Future With INDO Acquisition: Retail Believes ‘Stock Is Going Much Higher’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia's CEO Jensen Huang speaks during a keynote address at Nvidia's GTC Conference.

Nvidia CEO Jensen Huang Says $1 Trillion In Blackwell And Rubin Sales Is Just A Baseline, There's More To Come: Report 

Huang said there are nearly two more years of additional orders and revenue from Nvidia’s broader product lineup still to come. 

Eastman Kodak’s shares rallied nearly 12% in extended hours of trading on Thursday after it reported strong growth in its fourth-quarter revenue.&nbsp;Kodak reported consolidated revenues of $290 million in the fourth quarter of 2025, compared with $266 million in the year-ago period, an increase of $24 million or 9%. The rise in revenue was driven by strong performance in Advanced Materials &amp; Chemicals (AM&amp;C) and Print segments.&nbsp;“Kodak ended 2025 with a strong fourth quarter, which has created a foundation for growth in 2026,” said Jim Continenza, Kodak’s Executive Chairman and CEO. “We continue to execute the long-term plan we began in 2019, which focuses on de-levering the company while continuing to invest in our infrastructure and new product innovation”.&nbsp;Kodak ended the year with a cash balance of $337 million, an increase of $136 million from December 31, 2024. The increase was primarily due to the net impact of the Kodak Retirement Income Plan (KRIP) termination and reversion of assets to the company of $153 million.The company reported GAAP net loss of $108 million in Q4 2025, compared with net income of $26 million for Q4 2024. The decline in net income was primarily due to the non-recurring impact of the Kodak Retirement Income Plan ("KRIP") termination and excise tax paid on the reversion of assets to the company.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around KODK stock trended in ‘bullish’ territory amid ‘extremely high’ message volume.&nbsp;One user on Stocktwits called the share rise ‘better than expected’.<stembedurl>https://stocktwits.com/PharmGal/message/647406000</stembedurl>A bullish user said they are optimistic for Kodak in 2026.&nbsp;<stembedurl>https://stocktwits.com/NikkyBenz13/message/647405165</stembedurl>Another bullish user opined that continued growth in Kodak’s Advanced Materials &amp; Chemicals is especially encouraging and could open doors to new markets.&nbsp;<stembedurl>https://stocktwits.com/Judykay/message/647399877</stembedurl>Shares in the company are down 9.4% so far in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, the Eastman Kodak Company logo is seen displayed on a smartphone screen.

Eastman Kodak Stock Rallies After-Hours As Q4 Revenue Jumps On Strong Segment Performance

Kodak reported consolidated revenues of $290 million in the fourth quarter of 2025, compared with $266 million in the year-ago period, an increase of $24 million or 9%.

<ul class="summary-bullets"><li>Alperovitz will continue to serve as the company’s&nbsp;CFO through June 9, 2026, to support its ongoing operations and help ease the leadership transition.</li><li>The firm re-affirmed its guidance that it provided during its fourth quarter earnings report.</li><li>SolarEdge forecasted its first quarter 2026 revenues to be within the range of $290 million to $320 million.&nbsp;</li></ul>SolarEdge Technologies (SEDG) on Tuesday announced that its Chief Financial Officer Asaf Alperovitz will step down to pursue a&nbsp;leadership role at a public company outside of the industry.Shares&nbsp;of the company were down 4% at the time of writing.&nbsp;SolarEdge said that&nbsp;its board is initiating a process to identify a replacement CFO. Alperovitz will continue to serve&nbsp;in the role through June 9, 2026 to support ongoing operations and&nbsp;help ease&nbsp;the leadership transition.“On behalf of our executive team and the Board of Directors, we thank Asaf for his leadership and contributions in reinforcing SolarEdge’s financial foundation and advancing the company towards sustained profitability in 2026 and wish him continued success. We remain focused on moving toward profitable growth and believe 2026 will be a transformational year for SolarEdge,” said Shuki Nair, CEO of SolarEdge.&nbsp;<h2 class="st-heading-2">Earnings Guidance</h2>The firm re-affirmed its&nbsp;2026 guidance provided during its fourth-quarter (Q4) earnings report.&nbsp;SolarEdge forecasted its first-quarter (Q1) 2026 revenues to be within the range of $290 million to $320 million, not&nbsp;including significant one-time or pull forward of revenue.For Q1, its non-GAAP gross margin is expected to be within the range of 20% to 24%, and adjusted operating expenses to be within the range of $88 million to $93 million,&nbsp;the company said.SolarEdge reported a decline of 1.4% on a year-over-year basis in its Q4 revenue that came at $335.4 million.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around SEDG trended in&nbsp;the ‘bearish’ territory amid ‘low’ message volume.&nbsp;Shares in the company have risen 22% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration a SolarEdge Technologies logo is seen on a smartphone

SEDG Stock Falls After-Hours Amid Surprise Departure Of CFO

SolarEdge said that its board is initiating a process to identify a replacement Chief Financial Officer.

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