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The market is experiencing significant volatility as investors digest a contentious presidential address regarding ongoing geopolitical tensions in the Middle East, leading to conflicting reactions from bulls hoping for stability and bears anticipating further downside. Community discourse is currently dominated by intense frustration over market manipulation, with active debate centered on whether the recent price swings are driven by genuine geopolitical threats or tactical, news-driven trading patterns.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is currently experiencing high volatility driven by geopolitical tensions in the Middle East and market speculation regarding a high-stakes presidential address. Community discourse remains deeply polarized, with traders debating whether the asset will break through resistance levels or succumb to a broader market sell-off.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin is gaining significant community momentum as it approaches its one-year anniversary and the 4/20 holiday, with participants highlighting its organic culture and focus on decentralizing cannabis-related utility. Investors and enthusiasts are actively discussing the project's long-term stability and its unique role in merging blockchain technology with the global cannabis movement.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is capturing investor attention as the AI hardware sector navigates high-stakes geopolitical tensions and volatility surrounding U.S. policy in the Middle East. While community sentiment remains split between bullish long-term conviction in AI infrastructure dominance and bearish concerns over potential short-term pullbacks, traders are intensely focused on how upcoming policy updates will impact the stock's stability.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is experiencing heightened volatility and intense social media scrutiny as investors debate its role as a leveraged Bitcoin proxy amid broader market instability. The community remains deeply polarized, with active discussions focusing on the impact of share dilution, the company's aggressive debt-funded treasury strategy, and whether recent price action reflects a sustainable recovery or an impending structural collapse.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently surging on high momentum as market speculation around a major SpaceX IPO acts as a powerful catalyst for the entire aerospace sector. Investors are actively debating whether this sector-wide rally will lead to a sustained breakout for Rocket Lab or if the hype cycle will ultimately result in a liquidity shift toward newer public offerings.

AleAnna, Inc. operates as a technology-driven energy company, which engages in supplying low-carbon natural gas and renewable natural gas to Italy. The company was founded in 2007 and is headquartered in Dallas, TX.

AleAnna Inc. - Ordinary Shares - Class A

AleAnna Inc. is surging due to significant short-squeeze dynamics, an extremely high cost-to-borrow, and a robust quarterly revenue growth announcement. Investors are actively debating the stock's role as a natural gas provider amidst broader energy sector volatility and ongoing geopolitical tensions in the Middle East.

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 is trending due to reports that Amazon is in advanced talks to acquire the company to bolster its satellite internet ambitions and compete with Starlink, sparking widespread community debate over a potential bidding war involving Apple and SpaceX. Investors are actively discussing the implications of Amazon's reported interest, potential buyout valuations, and whether Globalstar's strategic spectrum assets could trigger a broader consolidation in the satellite sector.

Applied Digital Corporation

Applied Digital is currently navigating extreme volatility as investors weigh the stock's long-term growth potential against broader macroeconomic fears and ongoing geopolitical uncertainty surrounding the Iran conflict. While the community remains deeply divided between long-term bulls highlighting robust AI infrastructure demand and skeptical traders wary of debt concerns, active discussions are intensely focused on upcoming earnings and potential hyperscaler lease announcements as critical catalysts for a rebound.

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 amidst intense community debate surrounding a recent high-profile speech regarding the conflict in Iran, which has fueled widespread speculation about the company's financial future and its leader's political and mental fitness. Users are heavily divided, with supporters touting the administration's military strategy while critics, including vocal skeptics and short-sellers, flood the ticker with concerns over potential market volatility, geopolitical instability, and accusations of corporate mismanagement.

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<ul class="summary-bullets"><li>Last year, Financial Times reported that big pharma company Merck had attempted to acquire MoonLake for over $3 billion though the approach was rejected.</li><li>MoonLake over the weekend announced that two of its late-stage trials in Hidradenitis suppurativa (HS) showed that clinical responses continue to improve to Week 40.</li><li>Currently, FDA approved medicines for HS include Novartis’s Cosentyx and AbbVie’s Humira.</li></ul>Shares of MoonLake Immunotherapeutics (MLTX) garnered retail interest on Tuesday on the heels of the company announcing long-term results from its late-stage clinical trials in moderate-to-severe hidradenitis suppurativa.On Stocktwits, retail sentiment around MLTX stock stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume remained at ‘extremely high’ levels.A Stocktwits user highlighted optimism for a buyout for MoonLake, highlighting other recent mergers and acquisitions in the pharma industry, such as Biogen’s buyout of Apellis.<stembedurl>https://www.stocktwits.com/Bigpapa46/message/649036046</stembedurl>Last year, Financial Times reported that big pharma company Merck had attempted to acquire MoonLake for over $3 billion though the approach was rejected.Another user said that they are eyeing the stock breaching $19 levels.<stembedurl>https://www.stocktwits.com/Mr_GA/message/649091749</stembedurl>Yet another lauded the stock as the “Best buy in clinical biopharma,” while adding that it guarantees a “massive payday.”<stembedurl>https://www.stocktwits.com/Creisi/message/649090006</stembedurl><h2 class="st-heading-2">MoonLake’s Recent Data Reveal</h2>MoonLake over the weekend announced that two of its late-stage trials in Hidradenitis suppurativa (HS) showed that clinical responses continue to improve to Week 40, with 62% of patients treated with sonelokimab (SLK) achieving 75% reduction in abscess and inflammatory nodule count. Hidradenitis suppurativa (HS) is a chronic, noncontagious inflammatory skin condition causing painful, recurring lumps and abscesses, often leading to scarring and tunnels under the skin.According to MoonLake, the data sets a new standard in long-term lesion control of HS as approved drugs only reported similar reduction in symptoms for about 40% and 60% of subjects, respectively, at the 1-year mark of their respective pivotal trials.Currently, FDA approved medicines for HS include Novartis’s Cosentyx and AbbVie’s Humira.According to data from Koyfin, 12 of the 16 analysts covering MLTX rate it ‘Buy’ or higher while two rate ‘Hold’ and the remaining two rate it ‘Sell.’ The 12-month average price target on the stock is at $26.71, representing a potential upside of about 41%.<a href="https://stocktwits.com/symbol/MLTX">MLTX stock</a> slumped 52% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/nio-stock-rallies-in-anticipation-of-upbeat-q1-delivery-numbers-after-america-expansion-efforts/cZE5cWMRIVp">Nio Stock Rallies In Anticipation Of Upbeat Q1 Delivery Numbers After America Expansion Efforts</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a MoonLake Immunotherapeutics company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

MLTX Stock Garners Retail Attention On Buyout Speculation, Positive Skin Condition Trial Data

A Stocktwits user highlighted optimism for a buyout for MoonLake, highlighting other recent mergers and acquisitions in the pharma industry, such as Biogen’s buyout of Apellis.

Equity

A Stocktwits user highlighted optimism for a buyout for MoonLake, highlighting other recent mergers and acquisitions in the pharma industry, such as Biogen’s buyout of Apellis.


Healthcare ETFs in Spotlight Amid Eli Lily's $2.8B AI Drug Move

Eli Lilly's $2.75B AI drug deal with Insilico spotlights healthcare ETFs as investors seek diversified exposure to the fast-growing AI-driven pharma space. 

Stagflation Scare? ETFs May Help Protect Your Portfolio

Are stagflation risks returning as oil-driven inflation rises amid Middle East tensions? Here's how ETFs can help defend portfolios.

<ul class="summary-bullets"><li>The company stated that its trial demonstrated that 55% of the patients showed a 30% or greater reduction in lesion size compared to the control group.</li><li>Ocugen also noted a 27% slower rate of damage to important eye cells, which is linked to better vision.</li><li>The company also added that a subgroup analysis showed a 33% reduction in lesion growth compared to the control group in the medium-dose OCU410, while similar reductions were observed in the high-dose group.</li></ul>Ocugen Inc. (OCGN) shares tanked more than 13% in Tuesday’s opening trade after the company announced an update in its gene therapy trial for geographic atrophy (GA) secondary to dry age-related macular degeneration (dAMD).Ocugen said 12-month Phase 2 trial data showed its drug OCU410 significantly reduced lesion growth at the dose planned for Phase 3.Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/OCGN">Ocugen</a> trended in the ‘neutral’ territory, with message volumes at ‘high’ levels.<h2 class="st-heading-2">What Did Ocugen Announce?</h2>Ocugen stated that its trial demonstrated that 55% of the patients in the study showed a reduction of 30% or more in the lesion size when compared to the control group. The company also noted that there was a 27% slower rate of damage to important eye cells, which is linked to better vision.Ocugen also added that a subgroup analysis showed 33% reduction in lesion growth compared to the control group in medium dose OCU410, while similar reductions were observed in the high dose group.“We have confirmed robust treatment effect from a well-controlled Phase 2 trial of a genetic medicine for GA. Now we can move on to Phase 3 with a high degree of confidence,” said Ocugen CEO Shankar Musunuri.The company stated that the global prevalence of dAMD is 266 million, while GA affects approximately up to three million people in the U.S. and Europe. The company says this number is expected to increase significantly as populations age.GA is an advanced stage of dAMD marked by progressive damage to the macula, resulting in permanent loss of central vision.Ocugen said that there were no OCU410-related serious adverse events observed in the Phase 2 trial. It also said that there were no cases of endophthalmitis, retinal detachment, vasculitis, choroidal neovascularization, or ischemic optic neuropathy reported to date.<h2 class="st-heading-2">What Does Ocugen Do?</h2>Ocugen is a Malvern, Pennsylvania-based biotechnology company that is developing novel gene therapies to address major blindness diseases.OCU410 is an investigational gene therapy injected under the retina that delivers RORA, a protein that controls key pathways involved in protecting and maintaining the retina.<a href="https://stocktwits.com/symbol/OCGN">OCGN stock</a> is up 36% year-to-date and 187% over the past 12 months. The S&amp;P Kensho New Economies Composite ETF (KOMP) is up 21% over the past 12 months, while the Vanguard Health Care Index Fund ETF Shares (VHT) is down 1%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-li-stock-rising-today/cZ3nKYIRIKv">China’s Tesla Rival Li Auto Announces $1 Share Repurchase Program — LI Stock Gains</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of US biotechnology company Ocugen Inc is displayed on a smartphone

OCGN Stock Tanks After Gene Therapy Trial Update — What Did Ocugen Announce?

Ocugen said 12-month Phase 2 trial data showed its drug OCU410 significantly reduced lesion growth at the dose planned for Phase 3.

Middle East Turmoil and U.S. Debt Surge: ETFs in Focus

With U.S. budget deficits and already elevated debt, the ongoing Middle East war could worsen the fiscal outlook, making defensive ETF strategies worth considering for stability.

ETFs to Play as Oil Surges Past $110 on Middle East Conflict 

Oil above $110 amid Middle East conflict is rattling markets. Here are ETF strategies -- from dividends and defensives to commodities -- that could help navigate the volatility.

<ul class="summary-bullets"><li>CorMedix’s Q4 revenue included $91.2 million from DefenCath sales and $37.4 million from the Melinta portfolio.</li><li>Total operating expenses for Q4 rose to $48.2 million, up 181% year-on-year.</li><li>CorMedix ended 2025 with $148.5 million in cash, cash equivalents, and short-term investments.</li></ul>CorMedix Inc. (CRMD) stock gained attention on Thursday, after the company announced its fourth-quarter (Q4) and full-year financial results for 2025, reporting a 312% year-on-year (YoY) jump in revenue.&nbsp;The company reported Q4 revenue of $128.6 million and an earnings per share (EPS) of $0.16. Though CorMedix’s revenue surpassed analysts’ consensus estimate of $127 million, EPS came in way below the estimated $0.82, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2><a href="https://stocktwits.com/symbol/CRMD">CorMedix stock</a> traded over 11% lower on Thursday morning. However, on Stocktwits, retail sentiment around the stock flipped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume shifted to ‘high’ from ‘low’ in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_05_092009_png_aaa43e3104.webp" alt="CRMD’s Sentiment Meter and Message Volume as of 09:50 a.m. ET on Mar. 5, 2026 | Source: Stocktwits" width="930" height="102"><figcaption>CRMD’s Sentiment Meter and Message Volume as of 09:50 a.m. ET on Mar. 5, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user said they are going long on the stock and hope to keep it until it climbs back to double digits.<stembedurl>https://stocktwits.com/JamesTiberius/message/646666139</stembedurl><h2 class="st-heading-2">Revenue Growth Driven by DefenCath and Melinta Acquisition</h2>CorMedix’s Q4 revenue included $91.2 million from DefenCath sales and $37.4 million from the Melinta portfolio. The Melinta revenue reflects the company’s first full quarter of contribution since its August 2025 acquisition.&nbsp;Total operating expenses for Q4 rose to $48.2 million, up 181% YoY. The expense increase primarily stems from the Melinta acquisition and includes $4.1 million in one-time costs, such as severance and integration expenses.&nbsp;<blockquote>“I am proud of the company’s progress over the past year as we have accelerated the expansion of patient access for DefenCath, completed our acquisition and integration of Melinta, and saw progress in our two ongoing Phase 3 clinical programs for Rezzayo prophylaxis and DefenCath in TPN.”-Joe Todisco, Chairman and CEO, CorMedix&nbsp;</blockquote>CorMedix ended 2025 with $148.5 million in cash, cash equivalents, and short-term investments, excluding restricted cash.CRMD stock has declined by over 37% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/help-stock-tanks-despite-strong-phase-2-results-for-anxiety-treatment-retail-buys-the-dip-ignoring-market-s-pessimism/cZdQHEpRI3O">HELP Stock Tanks 22% Despite Strong Phase 2 Results For Anxiety Treatment: Retail Buys The Dip Ignoring Market’s Pessimism</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the CorMedix logo is seen displayed on the screen of a tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Why Did CRMD Stock Tumble Over 11% Today?

The company reported mixed Q4 results with a revenue of $128.6 million and earnings per share of $0.16. 

<ul class="summary-bullets"><li>The clinical trial included 36 participants who continued taking existing medications for generalized anxiety disorder while receiving HLP004 injections.</li><li>Researchers administered two doses three weeks apart and monitored participants for 12 weeks.</li><li>Six months after treatment, about 67% of the combined study group met the criteria for a clinical response.</li></ul>Helus Pharma (HELP) announced encouraging early-stage clinical results for its experimental anxiety treatment HLP004 on Thursday, reporting notable symptom improvement among patients with moderate-to-severe generalized anxiety disorder.&nbsp;The clinical-stage drug developer said its Phase 2 signal detection trial showed statistically meaningful improvements when the therapy was used alongside standard antidepressant treatments.&nbsp;<h2 class="st-heading-2">Trial Demonstrates Significant Anxiety Reduction</h2>In the study, participants receiving a 20-milligram dose of HLP004 alongside standard-of-care treatment experienced an average drop of roughly 10.4 points on the Hamilton Anxiety Rating Scale after six weeks.&nbsp;The clinical trial included 36 participants who continued taking existing medications for generalized anxiety disorder while receiving HLP004 injections. Researchers administered two doses, three weeks apart, and monitored participants for 12 weeks, with additional follow-up planned for up to 1 year.<a href="https://stocktwits.com/symbol/HELP">Helus Pharma stock</a> traded over 22% lower in Thursday’s remarket.&nbsp;<h2 class="st-heading-2">Long-Lasting Response Observed In Many Patients</h2>The company also reported sustained benefits beyond the initial treatment period. Six months after treatment, about 67% of the combined study group met the criteria for a clinical response, while 39% reached remission.Among those receiving the higher 20-milligram dose, 59% showed improvement and 32% achieved remission after six weeks. In the lower-dose group, about 30% of patients met response and remission benchmarks at the same time point.<h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2>Despite the stock’s decline in the premarket session, retail sentiment on Stocktwits around the stock flipped to ‘extremely bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_05_083359_png_25a9744605.webp" alt="HELP’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Mar. 5, 2026 | Source: Stocktwits" width="925" height="96"><figcaption>HELP’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Mar. 5, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user said they have bought the dip.&nbsp;<stembedurl>https://stocktwits.com/Jimbob3016/message/646658779</stembedurl>HELP stock has gained over 4% year-to-date.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/liquidia-stock-gains-premarket-on-q4-revenue-beat-investors-are-betting-on-yutrepia-growth/cZdQrwNRI33">Liquidia Stock Gains Premarket On Q4 Revenue Beat – Investors Are Betting On YUTREPIA Growth</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rising stock market chart on a trading board background.

HELP Stock Tanks 22% Despite Strong Phase 2 Results For Anxiety Treatment: Retail Buys The Dip Ignoring Market’s Pessimism

In the study, participants receiving a 20-milligram dose of HLP004 alongside standard-of-care treatment experienced an average drop of roughly 10.4 points on the Hamilton Anxiety Rating Scale after six weeks. 

<ul class="summary-bullets"><li>With the acquisition, the company now sees potential for growth of its U.S. beverage brands in the UK and other international markets. &nbsp;</li><li>Tilray now expects the assets it acquired to generate annual net revenue of &nbsp;about $200 million and adjusted core profit of about $6 - $8 million.</li><li>Tilray on Monday also said that it is separately negotiating the acquisition of certain assets of BrewDog in the U.S. and Australia. &nbsp;</li></ul>Shares of Tilray Brands, Inc. (TLRY) fell 4% on Monday after it said that it has completed acquiring certain assets of struggling multinational brewery BrewDog for a total consideration of £33 million ($44.12 million).Tilray <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.globenewswire.com/news-release/2026/03/02/3247571/0/en/Tilray-Brands-Acquires-BrewDog-a-Leading-Global-Craft-Brand-Creating-a-500-Million-Global-Craft-Beer-and-Beverage-Platform.html">said</a> that it has acquired the global brand and related intellectual property, UK brewing operations and eleven strategic brewpubs in the United Kingdom and Ireland.The cannabis company has a beverage division called Tilray Beverages with a portfolio of craft beers and spirits, among others. With the acquisition, the company now sees potential for growth of its U.S. beverage brands in the UK and other international markets. &nbsp;<h2 class="st-heading-2">CEO’s Vision</h2>“As we begin a new chapter for this great brand, our priority is to refocus BrewDog on the craft beer excellence that made it beloved in the first place and strategically invest to return the operations to profitable growth,” said Tilray CEO Irwin D. Simon.With the BrewDog acquisition, Tilray expects its total global beverage platform to grow to $500 million in annual revenue.“On a combined basis, we expect Tilray’s diversified global business to reach ~$1.2 billion in annualized revenue,” Simon added.<h2 class="st-heading-2">Financial Terms</h2>Tilray now expects the assets it acquired to generate annual net revenue of about $200 million and adjusted core profit of about $6 - $8 million. The acquired business is expected to become cash flow positive beginning in fiscal 2027.The company, however, does not anticipate a meaningful core profit contribution in the fourth quarter of fiscal 2026 from the acquisition.<h2 class="st-heading-2">Tilray Seeks To Also Acquire BrewDog’s U.S. Assets</h2>Tilray on Monday also said that it is separately negotiating the acquisition of certain assets of BrewDog in the U.S. and Australia. The deal to acquire those assets will be covered by a separate purchase agreement which is expected to be finalized and closed in about 30 days, the company said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around TLRY stayed within the ‘bullish’ territory while message volume rose from ‘low’ to ‘high’ levels.A Stocktwits dismissed the acquisition.<stembedurl>https://www.stocktwits.com/ATLien86/message/646320905</stembedurl>Another, however, expressed hopes, noting that Tilray bought the assets for cheap.<stembedurl>https://www.stocktwits.com/kmguy/message/646320680</stembedurl><a href="https://stocktwits.com/symbol/TLRY">TLRY stock</a> has gained 10% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/strategy-now-holds-near-55b-in-bitcoin-after-latest-btc-purchase/cZd3aK9RI2E">Strategy Now Holds Near $55 Billion In Bitcoin After Latest BTC Purchase – Company Raises $237 Million Via Share Sale</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of a Canadian pharmaceutical and cannabis company, Tilray, is seen on a smartphone and a PC screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

TLRY Stock Slumps 4%: What’s Driving The Selloff?

Tilray said that it has acquired the BrewDog brand and related intellectual property, UK brewing operations and eleven strategic brewpubs in the United Kingdom and Ireland.

TLRY Stock Slumps 6%: What’s Driving The Selloff?

Tilray said that it has acquired the BrewDog brand and related intellectual property, UK brewing operations and eleven strategic brewpubs in the United Kingdom and Ireland.


<ul class="summary-bullets"><li>Revenue recognized under the Sanofi agreement, including milestone and royalty payments, amounted to $98 million in Q4.</li><li>The company recorded net income of $18 million during the quarter, compared to an $81 million loss during the year-ago period.</li><li>Selling, general, and administrative expenses fell 53% year-over-year.&nbsp;</li></ul>Novavax, Inc. (NVAX) reported a sharp increase in fourth-quarter (Q4) and 2025 revenue as the vaccine maker leaned on partnership income, cost cuts and product sales.The Maryland-based biotech generated $147 million in revenue during Q4, a 67% year-on-year (YoY) increase. Earnings per share (EPS) for the quarter were $0.11. Both the metrics surpassed the analysts’ consensus estimates of $90.26 million and a loss of $0.55, respectively, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Q4 Performance Highlights</h2>Annual revenue surged 65% YoY to $1.12 billion, driven in large part by $625 million in Nuvaxovid sales linked primarily to settlements of earlier advance purchase deals.Quarterly product sales totaled $39 million, while full-year product sales rose to $685 million. Revenue recognized under the Sanofi agreement, including milestone and royalty payments, amounted to $98 million in Q4 and $386 million for the year. The company said it earned $225 million in milestones from the Sanofi collaboration in 2025.<blockquote>"In 2025, we made significant progress on our corporate strategy, marked with the successful achievement of key milestones under our Sanofi agreement, progress towards potential new partnerships, in the form of multiple MTAs signed with other parties enabling experimentation with our Matrix-M adjuvant technology and the advancement of our own R&amp;D efforts.”-John C. Jacobs, President and CEO, Novavax</blockquote>Following the update,&nbsp;<a href="https://stocktwits.com/symbol/NVAX">Novavax stock</a> traded over 1% higher in Thursday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume flipped to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;&nbsp;<h2 class="st-heading-2">Costs Fall As Profitability Improves</h2>Novavax reduced its cost of sales to $22 million in the fourth quarter from $37 million a year earlier. The decline followed the divestiture of its Czech manufacturing site and lower overhead and inventory-related charges.Selling, general, and administrative expenses fell more than half YoY as commercial responsibilities transitioned to Sanofi and infrastructure was streamlined. The company recorded net income of $18 million in Q4, compared to an $81 million loss during the year-ago period. Novavax ended 2025 with $751 million in cash and equivalents.&nbsp;NVAX stock has gained ovr 0% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nio-stock-falls-premarket-es8-demand-powers-through-chip-shortage/cZTG3ncRIbK">Nio Stock Falls Premarket: Flagship ES8 Demand Powers Through Fresh Chip Shortage Disruption</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a medical syringe is displayed on a screen, and the logo of Novavax in the background. (Photo Illustration by Nikos Pekiaridis/SOPA Images/LightRocket via Getty Images)

Novavax Swings To Profit In Q4 Fueled By Nuvaxovid-Linked Revenue 

The company generated $147 million in revenue during Q4, a 67% year-on-year (YoY) increase. Earnings per share (EPS) for the quarter were $0.11.

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