@Tickerwire Avatar @Tickerwire Ticker Wire

Ticker Wire posts on X about ai, $uuuu, target, $mp the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 75.29% finance 36.88% technology brands 33.84% countries 16.35% cryptocurrencies 13.69% celebrities 4.18% currencies 4.18% automotive brands 3.42% financial services #889 travel destinations 1.9%

Social topic influence ai 35.74%, $uuuu #2, target #2177, $mp #2, $uamy #2, $usar #1, $lac #1, $crml #2, up to #882, china #1238

Top accounts mentioned or mentioned by @grok @evag6068 @bht124434 @silverbull_fin @masonismyname @mickectr82 @desanto_steve @sigmafemale1818 @iowapatriot @lbetkoski @uheardherelast @bigeye306 @ctoledo84 @hoshkovert3598 @rrutilius753 @askxeela @ghconger @jweil130 @greg06679569 @billackman

Top assets mentioned Energy Fuels Inc. (UUUU) MP Materials Corp. (MP) USA Rare Earth, Inc. Class A Common Stock (USAR) Lithium Americas Corp. Common Shares (LAC) Critical Metals Corp. Ordinary Shares (CRML) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Cipher Mining Inc. Common Stock (CIFR) Iris Energy Limited (IREN) NVIDIA Corp. (NVDA) TeraWulf Inc. (WULF) Rocket Lab USA, Inc. Common Stock (RKLB) Redwire Corporation (RDW) Bitfarms Ltd. (BITF) Intuitive Machines, Inc. (LUNR) CLEANSPARK INC (CLSK) CoreWeave, Inc (CRWV) Oklo Inc. (OKLO) NuScale Power Corporation (SMR) Uranium Energy Corp. (UEC) Planet Labs PBC (PL) Micron Technology, Inc. (MU) Centrus Energy Corp. (LEU) Constellation Energy Corp (CEG) Hims & Hers Health, Inc. (HIMS) Novo-Nordisk (NVO) Applied Materials, Inc. (AMAT) Western Digital Corp (WDC) NANO Nuclear Energy Inc. (NNE) Sandisk Corporation (SNDK) Palantir Technologies Inc. (PLTR) Nebius Group N.V. Class A Ordinary Shares (NBIS) NextEra Energy Inc (NEE) Stacks (STX) Amazon.com, Inc. (AMZN) Bloom Energy Corporation (BE) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Ondas Holdings Inc. Common Stock (ONDS) Alphabet Inc Class A (GOOGL) Paramount Skydance Corporation Class B Common Stock (PSKY) Uber Technologies, Inc. (UBER) Kratos Defense & Security Solutions, Inc. (KTOS) Unusual Machines, Inc (UMAC) Bitcoin (BTC)

Top Social Posts

Top posts by engagements in the last [--] hours

"$OKLO $SMR $BITF $IREN $LEU $CEG Modernization of six U.S. coal plants is underway via a $175M investment aimed at securing grid reliability and rural energy affordability. The retrofits extend plant lifespans to meet the surging power demands of AI and industry. $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going heavy into nuclear. I wasn't a fan of nuclear but the safety progress they've made with nuclear is unbelievable. We are very much into the world of nuclear energy" https://t.co/YfE11p8si3 $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going heavy"
X Link 2026-02-13T08:25Z [----] followers, [----] engagements

"Anthropics Claude was utilized in the U.S. military operation to capture Nicols Maduro via its partnership with $PLTR Palantir"
X Link 2026-02-14T03:18Z [----] followers, [---] engagements

"$ASTI $RKLB $ASTS $LUNR $PL $RDW $TE NASA Administrator Jared Isaacman is accelerating nuclear space propulsion and lunar reactor deployment to secure American superiority. "The Chinese said theyre going to do it were going to do it first." $ASTI $RKLB $ASTS $LUNR $PL $RDW $TE Space is on track to hit $1T by [----] as launch costs plummet. Analysts predict a "gold rush" shift for polluting sectors moving AI data centers and mining into orbit to leverage 24/7 solar energy and the vacuum for passive cooling. https://t.co/FZ4FthWenW $ASTI $RKLB $ASTS $LUNR $PL $RDW $TE Space is on track to hit $1T"
X Link 2026-02-14T07:17Z [----] followers, [----] engagements

"Navitas $NVTS has unveiled a [--] kW GaN DC-DC platform for AI data centers delivering 98.5% efficiency and [---] kW/in power density. The 800V architecture enables cooler faster operation for next-gen AI workloads like $NVDA Nvidia Rubin"
X Link 2026-02-09T13:49Z [----] followers, [----] engagements

"STMicroelectronics $STM and Amazons $AMZN AWS have expanded their strategic collaboration through a multibillion-dollar deal to power next generation AI data centers. The agreement secures advanced silicon and power components for AWS while granting it an equity stake"
X Link 2026-02-09T17:45Z [----] followers, [---] engagements

"$IREN $CLSK $CIFR $BITF $WULF $CRWV Meta broke ground on a $10 billion data center campus in Lebanon Indiana designed to deliver 1GW of capacity for AI workloads. The project will support [----] construction jobs and [---] operational roles as part of its [----] expansion. $IREN $CLSK $CIFR $BITF $WULF $CRWV Data center developers expect one in five sites to exceed 1GW by [----] and one in three by [----] per Bloom. This surge is forcing a third of developers to go fully off-grid to bypass utility queues and scale AI factories at speed. https://t.co/fWQ9kBRG1K $IREN $CLSK $CIFR $BITF $WULF $CRWV Data"
X Link 2026-02-12T09:10Z [----] followers, [----] engagements

"$RCAT $PLTR $KTOS $UMAC $DPRO $ONDS President Trump is accelerating the "America First Arms Transfer Strategy" leveraging a $1T defense budget and $300B in annual sales to reindustrialize the U.S. while banning buybacks for underperforming contractors to prioritize production. $RCAT $PLTR $KTOS $UMAC $DPRO $ONDS President Trump on increasing the military budget: We have the best equipment in the world we make the best equipment in the world. We need it because there are some real threats out there. https://t.co/XSpImIvBHf $RCAT $PLTR $KTOS $UMAC $DPRO $ONDS President Trump on increasing the"
X Link 2026-02-14T08:44Z [----] followers, [---] engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML Vice President JD Vance: We will establish reference prices for critical minerals at each stage of production pricing that reflects real world fair market value. $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals don't have control of our steel production and our industrial base." https://t.co/xXxfuleDMj $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals don't have"
X Link 2026-02-15T08:45Z [----] followers, 25.9K engagements

"FHFA Director Bill Pulte on $FNMA Fannie Mae and $FMCC Freddie Mac IPO: Ultimately it will be up to the President. He turned down a $100B offer years ago today the valuation is $500B to $700B. It would be the largest IPO in history. House Republicans are crafting a landmark bill to end the 18-year conservatorship of $FNMA Fannie Mae and $FMCC Freddie Mac. The plan introduces a utility-style regulatory model and prepares the GSEs for a potential [----] public offering. https://t.co/kv2FK16RKs House Republicans are crafting a landmark bill to end the 18-year conservatorship of $FNMA Fannie Mae"
X Link 2026-02-15T19:29Z [----] followers, 15.9K engagements

"$HOLX Hologic is being acquired by $BX Blackstone and $TPG for up to $79 per share comprising $76 in cash and up to $3 in contingent value rights. The $18.3 B deal expected to close in H1 [----] marks one of the largest take-privates in healthcare this year"
X Link 2025-10-21T13:36Z [----] followers, [---] engagements

"$DT Dynatrace and $NOW ServiceNow deepen their strategic partnership to advance autonomous IT operations. The collaboration combines AI-driven monitoring with workflow automation to help enterprises boost efficiency cut downtime and accelerate digital transformation"
X Link 2025-10-27T12:56Z [----] followers, [---] engagements

"Lucid Diagnostics $LUCD reported real world data from [-----] patients showing its EsoGuard test with the non-invasive EsoCheck kit accurately detects esophageal precancer. The results highlight its potential as a scalable early detection tool for at risk populations"
X Link 2025-12-09T13:07Z [----] followers, [---] engagements

"Navitas Semiconductor $NVTS expanded its global distribution deal with Avnet $AVT extending a Europe focused partnership worldwide. Avnet will support GaNFast and GeneSiC power chips for AI data centers power grids EVs and industrial electrification"
X Link 2025-12-13T12:11Z [----] followers, [----] engagements

"Applied Digital $APLD to spin out its cloud unit and combine it with $EKSO EKSO Bionics to launch ChronoScale a GPU accelerated AI compute platform. The cloud business generated $75M TTM revenue with APLD expected to own 97% post close in H1 2026"
X Link 2025-12-30T16:09Z [----] followers, [---] engagements

"Cantor Fitzgerald reiterates Overweight on Rocket Lab $RKLB and maintains a $72 price target. Analyst highlights record launches and an $805M SDA contract as key growth drivers with the Neutron debut expected to boost [----] performance. Rocket Lab $RKLB completed its 21st Electron launch of the year deploying an Earth imaging satellite for iQPS and achieving a [---] % mission success rate. This milestone underscores the companys reliability and growing global launch presence. https://t.co/QiWcOpq1fC Rocket Lab $RKLB completed its 21st Electron launch of the year deploying an Earth imaging"
X Link 2026-01-05T15:26Z [----] followers, [---] engagements

"Hesai $HSAI has been selected by NVIDIA $NVDA to supply LiDAR sensors for the DRIVE AGX Hyperion [--] platform enabling Level [--] autonomous fleet deployment. The company also plans to double annual LiDAR production in [----] to meet rising ADAS and robotics demand"
X Link 2026-01-06T13:40Z [----] followers, [---] engagements

"Baidus $BIDU AI chip arm Kunlunxin has chosen banks for a Hong Kong IPO that could raise up to $2B led by CICC CITIC Securities and Huatai. China Securities International is also participating with timing dependent on market conditions. Baidu $BIDU is taking its AI chip unit Kunlunxin public on the Hong Kong Stock Exchange tapping strong investor demand for domestic AI technology. Analysts estimate Kunlunxin could be valued around $1623B though Baidu has not confirmed details. https://t.co/kQ4d3D6QXy Baidu $BIDU is taking its AI chip unit Kunlunxin public on the Hong Kong Stock Exchange"
X Link 2026-01-07T13:21Z [----] followers, [---] engagements

"Bloom Energy $BE said American Electric Power exercised its option to buy an additional [---] MW of solid oxide fuel cells under a $2.65B deal. The expansion supports a new plant near Cheyenne Wyoming providing reliable clean power at scale. Bloom Energy $BE announced a new $600M senior secured multicurrency revolving credit facility led by Wells Fargo replacing prior credit arrangements. The facility matures in [----] and will support working capital capex acquisitions and general corporate needs. https://t.co/k7TSUtWduY Bloom Energy $BE announced a new $600M senior secured multicurrency"
X Link 2026-01-08T14:51Z [----] followers, [----] engagements

"$HUT Hut 8s River Bend campus in Louisiana is a $10 billion AI and HPC data center project. The company has secured a [--] year $7 billion Fluidstack lease for [---] MW aiming to scale capacity to nearly [---] GW with partners including Google $GOOGL and Anthropic. Hut [--] $HUT inks a [--] year $7B lease with Fluidstack for [---] MW of AI data center capacity in Louisiana backed by Google $GOOGL. ROFO for [----] MW more $6.9B projected NOI optional renewals completion by Q2 [----]. https://t.co/ipLqHZVwCf Hut [--] $HUT inks a [--] year $7B lease with Fluidstack for [---] MW of AI data center capacity in Louisiana"
X Link 2026-01-10T18:41Z [----] followers, [---] engagements

"Northwestern Medicine is partnering with Tempus AI $TEM to expand genomic testing across cancer care aiming to reach nearly all patients including early stage cases. Tempus will provide NGS DNA/RNA liquid biopsy and MRD testing to enable precision oncology. Tempus $TEM posted preliminary Q4 revenue of $367M up 83% YoY driven by strong demand for AI driven clinical and lab services. Full year [----] revenue reached $1.27B with total contract value exceeding $1.1B highlighting robust growth. https://t.co/lEgRxgzIJK Tempus $TEM posted preliminary Q4 revenue of $367M up 83% YoY driven by strong"
X Link 2026-01-12T13:27Z [----] followers, [----] engagements

"RBC Capital initiates coverage on Astera Labs $ALAB with an Outperform rating and a $225 price target. Analyst cites strong retimer demand and Scorpio switch ramps with the premium valuation supported by around 40% growth and over 70% margins"
X Link 2026-01-15T09:10Z [----] followers, [---] engagements

"Unusual Machines $UMAC has received a $2.1M purchase order for NDAA compliant drone components supporting domestically assembled systems for U.S. defense and government use. The order will be delivered using existing capacity across the first and second quarters of [----]. $RCAT $PLTR $KTOS $UMAC $DPRO $LMT Trump announced plans to accelerate U.S. weapons and aircraft production urging defense contractors to increase output and reduce delays. The goal is to strengthen military readiness and expand the defense industrial base efficiently. https://t.co/cH547RYiAm $RCAT $PLTR $KTOS $UMAC $DPRO"
X Link 2026-01-16T06:36Z [----] followers, [---] engagements

"Riot Platforms $RIOT has acquired [---] acres at Rockdale Texas for $96M funded by selling around [----] $BTC Bitcoin to expand its data center business. Riot also signed a 10-year 25MW lease with $AMD AMD with extensions and expansion options totaling up to 200MW"
X Link 2026-01-16T14:36Z [----] followers, [----] engagements

"BTIG reiterates Buy on Riot Platforms $RIOT and maintains a $28 price target. Analyst highlights about $2.2B in long-term revenue potential supported by more than 1GW of IT capacity across two prime Texas data center sites. Riot Platforms $RIOT has acquired [---] acres at Rockdale Texas for $96M funded by selling around [----] $BTC Bitcoin to expand its data center business. Riot also signed a 10-year 25MW lease with $AMD AMD with extensions and expansion options totaling up to 200MW. https://t.co/6YnTcMjxjk Riot Platforms $RIOT has acquired [---] acres at Rockdale Texas for $96M funded by selling"
X Link 2026-01-16T18:41Z [----] followers, [---] engagements

"Tempus AI $TEM has launched Paige Predict an AI powered digital pathology tool that analyzes whole-slide H&E images to predict [---] actionable biomarkers across [--] cancers. The tool aims to streamline oncology workflows and reduce diagnostic delays. Northwestern Medicine is partnering with Tempus AI $TEM to expand genomic testing across cancer care aiming to reach nearly all patients including early stage cases. Tempus will provide NGS DNA/RNA liquid biopsy and MRD testing to enable precision oncology. https://t.co/trO8bw4fj0 Northwestern Medicine is partnering with Tempus AI $TEM to expand"
X Link 2026-01-21T15:20Z [----] followers, [----] engagements

"$OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going heavy into nuclear. I wasn't a fan of nuclear but the safety progress they've made with nuclear is unbelievable. We are very much into the world of nuclear energy" $IREN $CRWV $CIFR $NBIS $BITF President Trump: AI plants are building their own power like no ones ever seen. New AI facilities can build their own electric generating force creating ideas and contraptions like nobodys ever seen. https://t.co/lhB4uytO5D $IREN $CRWV $CIFR $NBIS $BITF President Trump: AI plants are building their own power like no ones ever seen."
X Link 2026-01-21T16:12Z [----] followers, [----] engagements

"$FNMA $FMCC Fannie Mae briefly updated its website to include a NYSE Listed Company Manual dated Jan [--] [----] before the document was removed. The posting appears related to internal governance standards rather than any formal move toward an NYSE relisting. FHFA Director Bill Pulte says expanding $FNMA Fannie Maes and $FMCC Freddie Macs mortgage bond purchases could strengthen the GSEs and support the housing market. An eventual IPO or privatization remains possible though timing and terms are still uncertain. https://t.co/WcWVwnfEJU FHFA Director Bill Pulte says expanding $FNMA Fannie Maes and"
X Link 2026-01-22T07:17Z [----] followers, [----] engagements

"$TSLA $MBLY $AMZN $NVDA $SERV $RR Elon Musk at WEF: "By the end of next year I think we'd be selling humanoid robots to the public." $MBLY $TSLA $AMZN $NVDA $SERV $RR Deutsche Bank expects [----] to mark a breakout year for autonomous driving and humanoid robots as both technologies move from pilot programs toward real world deployment. Analysts see broader commercialization across mobility and robotics. https://t.co/t86k0JLocT $MBLY $TSLA $AMZN $NVDA $SERV $RR Deutsche Bank expects [----] to mark a breakout year for autonomous driving and humanoid robots as both technologies move from pilot"
X Link 2026-01-22T17:18Z [----] followers, [----] engagements

"$OKLO $SMR $NNE $CEG $LEU $UEC $UUUU Congress approved major nuclear funding with overwhelming bipartisan support passing [----] in the Senate and [-----] in the House. The legislation strengthens U.S. nuclear security advanced reactors and DOE programs. $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going heavy into nuclear. I wasn't a fan of nuclear but the safety progress they've made with nuclear is unbelievable. We are very much into the world of nuclear energy" https://t.co/YfE11p8si3 $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going heavy into"
X Link 2026-01-22T19:44Z [----] followers, [----] engagements

"Clear Street maintains a Hold rating on $BE Bloom Energy and raises its price target to $80. The firm lifts $AEP American Electric Power order forecasts and sees growing AI data center tailwinds supporting sales momentum into [----] to [----]. Bloom Energy $BE said American Electric Power exercised its option to buy an additional [---] MW of solid oxide fuel cells under a $2.65B deal. The expansion supports a new plant near Cheyenne Wyoming providing reliable clean power at scale. https://t.co/R5mQpJFBDW Bloom Energy $BE said American Electric Power exercised its option to buy an additional [---] MW"
X Link 2026-01-23T14:54Z [----] followers, [---] engagements

"Intuitive Machines $LUNR was selected by NASA as one of [--] global partners to help track the Orion spacecraft during the Artemis II mission. The firm will passively monitor Orions radio signals supporting NASAs first crewed lunar mission under the Artemis program. $RKLB $PL $ASTS $RDW $SPCE $LUNR $BKSY President Trump signed an executive order on Ensuring American Space Superiority boosting U.S. space security commercial innovation and exploration. It sets goals for a Moon return by [----] and a permanent lunar presence by [----]. https://t.co/2LTOG1n0nN $RKLB $PL $ASTS $RDW $SPCE $LUNR $BKSY"
X Link 2026-01-24T04:02Z [----] followers, [----] engagements

"Bill Ackman names Fannie Mae $FNMA and Freddie Mac $FMCC privatization via IPO a top investment idea for [----] citing strong potential upside. He sees shares reaching around $34 if the IPOs succeed with recapitalization and regulatory approval. Treasury Sec. Scott Bessent said an IPO for Fannie Mae $FNMA and Freddie Mac $FMCC remains under consideration and is not off the table. He noted the administration is reviewing timing and structure with a potential public offering possible sometime next year. https://t.co/px3gEAlEUP Treasury Sec. Scott Bessent said an IPO for Fannie Mae $FNMA and"
X Link 2026-01-24T19:51Z [----] followers, 15.7K engagements

"Jefferies maintains an Underperform rating on $BE Bloom Energy and raises its price target to $92. The firm lifts [----] revenue estimates 16% above consensus on $AEP American Electric Power and Quanta orders but warns valuation is near peak with little margin for error. Bloom Energy $BE said American Electric Power exercised its option to buy an additional [---] MW of solid oxide fuel cells under a $2.65B deal. The expansion supports a new plant near Cheyenne Wyoming providing reliable clean power at scale. https://t.co/R5mQpJFBDW Bloom Energy $BE said American Electric Power exercised its"
X Link 2026-01-26T12:42Z [----] followers, [---] engagements

"IonQ $IONQ has agreed to acquire $SKYT SkyWater Technology in a $1.8B cash-and-stock deal paying $35 per share to create a vertically integrated U.S. based quantum manufacturing platform. The transaction is expected to accelerate IonQs quantum roadmap and close in mid [----]. IonQ $IONQ will deliver a 100-qubit Tempo system to South Koreas KISTI anchoring the National Quantum Computing Center and integrating with its KISTI-6 HPC cluster. The platform enables onsite hybrid quantum classical computing via secure private cloud access. https://t.co/fWJdEfXldJ IonQ $IONQ will deliver a 100-qubit"
X Link 2026-01-26T12:48Z [----] followers, [---] engagements

"Phillip Securities upgrades Netflix $NFLX to Accumulate and raises the price target to $100. Analyst highlights strong VOD leadership and pricing power noting the company remains structurally well positioned despite volatility from the $WBD Warner Bros. deal. Netflix $NFLX reported Q425 revenue of $12.05B up 18% YoY with GAAP EPS of $0.56 and paid memberships surpassing 325M globally. The company guides [----] revenue of $50.7B to 51.7B expects ad revenue to roughly double and delivered $9.5B in [----] free cash flow. https://t.co/9aF52OKOQr Netflix $NFLX reported Q425 revenue of $12.05B up 18%"
X Link 2026-01-26T13:44Z [----] followers, [---] engagements

"$FMCC BTIG starts coverage on $FNMA Fannie Mae with a Buy rating and $20 price target highlighting upside from capital relief operational gains and steps toward exiting conservatorship. Trading around $8.87 with a $50.9B market cap the stock shows strong upside potential. $FNMA $FMCC $RKT $LDI $DHI $LEN $OPEN Fannie Mae shares surged midweek after new presidential directives to support U.S. housing. The measures including expanded MBS purchasing guidance support market liquidity and improve affordability fueling investor optimism. https://t.co/bNHQiw97kG $FNMA $FMCC $RKT $LDI $DHI $LEN $OPEN"
X Link 2026-01-26T16:23Z [----] followers, 12K engagements

"$CNC $UNH $OSCR $MOH $ELV $CI $HUM WSJ reports CMS and the White House propose near flat [----] Medicare Advantage rates up just 0.09% vs 4-6% expected. CMS also plans to cut payments for chart review diagnoses not linked to medical visits pressuring risk adjustment revenue. $CNC $OSCR $MOH $ELV $UNH $CI $HUM Trump on Obamacare: What I'd like to see is that the money is made not to the health insurance companies directly to the people into a health care account savings account and the people buy their own health care" https://t.co/Ohi1jwMf6W $CNC $OSCR $MOH $ELV $UNH $CI $HUM Trump on"
X Link 2026-01-27T04:59Z [----] followers, [----] engagements

"KBW reiterates Outperform on $RIOT Riot Platforms and raises the price target to $23. Analyst cites early HPC momentum from the $AMD AMD lease and notes the value of high end colocation assets in Corsicana and Rockdale. Riot Platforms $RIOT has acquired [---] acres at Rockdale Texas for $96M funded by selling around [----] $BTC Bitcoin to expand its data center business. Riot also signed a 10-year 25MW lease with $AMD AMD with extensions and expansion options totaling up to 200MW. https://t.co/6YnTcMjxjk Riot Platforms $RIOT has acquired [---] acres at Rockdale Texas for $96M funded by selling"
X Link 2026-01-27T16:50Z [----] followers, [---] engagements

"President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie Mac. In the last [--] months those institutions have supported over [-----] Iowa families in purchasing or refinancing and saved over [----] Iowa families from losing their homes." $FMCC BTIG starts coverage on $FNMA Fannie Mae with a Buy rating and $20 price target highlighting upside from capital relief operational gains and steps toward exiting conservatorship. Trading around $8.87 with a $50.9B market cap the stock shows strong upside potential. https://t.co/Ix88ps7WhW $FMCC BTIG starts coverage on $FNMA Fannie Mae with a"
X Link 2026-01-28T02:11Z [----] followers, 20.5K engagements

"Pony AI $PONY expands robotaxi commercialization in China via an ATBB partnership advancing an asset light model focused on premium airport and business travel routes. The rollout uses Gen-7 Robotaxis and supports scaling toward [----] vehicles by 2026"
X Link 2026-01-28T02:26Z [----] followers, [---] engagements

"Five Guys has expanded its multi-year partnership with $SOUN SoundHound AI to deploy voice ordering across hundreds of locations handling over 1M customer interactions to date. The system improves order accuracy reduces staff disruptions and enhances operational efficiency. SoundHound AI $SOUN has partnered with Bridgepointe Technologies to expand enterprise adoption of its Amelia [--] AI agents and Autonomics IT automation. The collaboration targets Bridgepointes network of over [-----] clients including Marriott Dunkin and Toyota. https://t.co/2R6X4ZUCkS SoundHound AI $SOUN has partnered with"
X Link 2026-01-28T15:18Z [----] followers, [---] engagements

"$OKLO $SMR $NEE $CEG $LEU $UEC $UUUU The U.S. Department of Energy will expand the nuclear fuel supply chain inviting states to host Nuclear Lifecycle Innovation Campuses. Growing nuclear demand from hyperscale data centers could draw up to $50B in private investment. $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going heavy into nuclear. I wasn't a fan of nuclear but the safety progress they've made with nuclear is unbelievable. We are very much into the world of nuclear energy" https://t.co/YfE11p8si3 $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going"
X Link 2026-01-28T17:19Z [----] followers, [----] engagements

"$FNMA $FMCC $RKT $LDI $DHI $LEN $OPEN Trump: "People that own their homes we're gonna keep them wealthy. We're gonna keep those prices up. We're not gonna destroy the value of their homes so that somebody who didn't work very hard can buy a home." President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie Mac. In the last [--] months those institutions have supported over [-----] Iowa families in purchasing or refinancing and saved over [----] Iowa families from losing their homes." https://t.co/sT3qg0KrFO President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie Mac."
X Link 2026-01-30T09:50Z [----] followers, [----] engagements

"ExpediaGroup $EXPE expands its multiyear deal with $AFRM Affirm as the exclusive BNPL provider for lodging and packages in the U.S. with Canadian rollout soon. Travelers can get flexible 24month plans with transparent terms including 0% APR on [--] and [--] month options. Fiserv $FISV and Affirm $AFRM partner to bring debit card BNPL allowing U.S. banks to embed pay-over-time directly in apps. Affirm handles funding and underwriting giving consumers flexible payments at around 420K merchants while keeping spending within the bank ecosystem. https://t.co/VApHHALhxj Fiserv $FISV and Affirm $AFRM"
X Link 2026-01-30T14:30Z [----] followers, [----] engagements

"Eli Lilly $LLY will invest over $3.5B to build a new manufacturing facility in Fogelsville Pennsylvania producing injectable medicines and devices including next generation weightloss therapy retatrutide. Construction will start in [----] with operations expected by 2031"
X Link 2026-01-30T18:36Z [----] followers, [---] engagements

"$OKLO $SMR $NEE $WULF $IREN $EOSE BlackRock CEO Larry Fink: Countries are going to have to rebuild their grids. We are going to source new energy. $OKLO $SMR $NEE $CEG $LEU $UEC $UUUU The U.S. Department of Energy will expand the nuclear fuel supply chain inviting states to host Nuclear Lifecycle Innovation Campuses. Growing nuclear demand from hyperscale data centers could draw up to $50B in private investment. https://t.co/qsvmRIUMOm $OKLO $SMR $NEE $CEG $LEU $UEC $UUUU The U.S. Department of Energy will expand the nuclear fuel supply chain inviting states to host Nuclear Lifecycle"
X Link 2026-01-31T10:05Z [----] followers, [----] engagements

"Googles $GOOGL Waymo is finalizing a $16B funding round valuing the company at about $110B with Alphabet providing over 75% of the capital. New investors include Sequoia Dragoneer and DST Global as ARR tops $350M and the round is reportedly oversubscribed"
X Link 2026-02-01T18:04Z [----] followers, [---] engagements

"Amazons $AMZN AWS has secured U.S. mined copper from $RIO Rio Tintos Johnson Camp mine in Arizona for the first time in over a decade using the Nuton bioleaching process. The move supports AI driven data centers amid rising copper demand and tight global supply"
X Link 2026-02-01T19:23Z [----] followers, [---] engagements

"$RKLB $ASTS $LUNR $PL $RDW $SATL SpaceX has filed with the FCC to deploy up to one million solar powered satellites as orbital data centers for AI and edge computing. The system would use optical inter-satellite links and solar energy though approval is not yet guaranteed. $RKLB $ASTS $LUNR $GSATS $SATS $DXYZ SpaceX generated about $15B to $16B in revenue last year with Starlink contributing 50% to 80% and EBITDA near $8B. The company is reportedly considering a June IPO aiming to raise up to $50B at a $1.5 trillion valuation. https://t.co/qTssLECHqK $RKLB $ASTS $LUNR $GSATS $SATS $DXYZ"
X Link 2026-02-01T19:38Z [----] followers, [----] engagements

"Crypto-linked stocks fell in overnight trading after a weekend selloff in major cryptocurrencies. Bitcoin $BTC -5% to below $76000 Strategy $MSTR -7% MARA $MARA -7% Coinbase $COIN -5% Ethereum $ETH -14% to below $2300 Bitmine $BMNR -15% SharpLink $SBET -13%"
X Link 2026-02-02T05:32Z [----] followers, [---] engagements

"$OKLO $SMR $NEE $WULF $IREN $EOSE Texas regulators have approved Pacifico Energys GW Ranch in West Texas the largest U.S. power project with [----] GW of gas generation battery storage and solar. The private-grid site will power hyperscale data centers and AI workloads. $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going heavy into nuclear. I wasn't a fan of nuclear but the safety progress they've made with nuclear is unbelievable. We are very much into the world of nuclear energy" https://t.co/YfE11p8si3 $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going"
X Link 2026-02-02T07:32Z [----] followers, [----] engagements

"Bloomberg reports Disneys $DIS board is close to naming parks chief Josh DAmaro as the next CEO with a vote possible as soon as this week. DAmaro has led Disneys most profitable division since [----] and would succeed Bob Iger if approved"
X Link 2026-02-02T10:12Z [----] followers, [---] engagements

"$OKLO $SMR $NEE $CEG $LEU $UEC $UUUU BofA notes the U.S. operates the worlds largest nuclear fleet. Together with China and France the three generate over [----] TWh annually accounting for about 58% of global nuclear output as other regions move to catch up. $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going heavy into nuclear. I wasn't a fan of nuclear but the safety progress they've made with nuclear is unbelievable. We are very much into the world of nuclear energy" https://t.co/YfE11p8si3 $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going heavy into"
X Link 2026-02-02T10:24Z [----] followers, [----] engagements

"Fitch has affirmed Oracles $ORCL BBB LongTerm and F2 ShortTerm IDRs assigning a BBB rating to its proposed senior notes with a Stable outlook. Fitch cited strong AI and cloud contracts supporting future cash flows despite near-term leverage pressures. Oracle $ORCL announced plans to raise $45B to $50B in calendar [----] through a mix of equity and debt financing. The capital will support expansion of its cloud and AI infrastructure while maintaining an investment grade balance sheet. https://t.co/MsjZxWyFC7 Oracle $ORCL announced plans to raise $45B to $50B in calendar [----] through a mix of"
X Link 2026-02-02T13:01Z [----] followers, [---] engagements

"Warner Bros. Discovery $WBD shareholders are set to vote in March [----] on the proposed $82.7 billion sale of its streaming and studio assets to $NFLX Netflix. The all-cash deal and regulatory review may affect timing while $PSKY Paramount Skydance continues its competing bid. FCC Chair Brendan Carr said a potential $NFLX Netflix and $WBD Warner Bros. Discovery deal could raise competition concerns by further consolidating the streaming market. He emphasized antitrust review would fall to the DOJ and FTC not the FCC. https://t.co/Rs9pVJ0woL FCC Chair Brendan Carr said a potential $NFLX Netflix"
X Link 2026-02-02T16:26Z [----] followers, [----] engagements

"Cantor Fitzgerald reiterates an Overweight rating on AMD $AMD and maintains a $350 price target. Analyst highlights strength in data center CPUs and GPUs potential benefits from $INTC Intels wafer transition and upside from the MI400 launch and higher ASPs"
X Link 2026-02-02T17:03Z [----] followers, [---] engagements

"Cantor Fitzgerald reiterates an Overweight rating on $GLXY Galaxy Digital with a $48 price target. Analyst expects a $533 million QoQ decline in digital assets ahead of Q4 earnings after sharp drops in crypto including $SOL Solana and $FWDI Forward Industries. Galaxy Digital $GLXY received ERCOT approval for an additional [---] MW at its Helios data center in West Texas doubling the campuss total capacity to over [---] GW. Construction is underway with initial power delivery expected in early [----]. https://t.co/Rb51yzTUIC Galaxy Digital $GLXY received ERCOT approval for an additional [---] MW at"
X Link 2026-02-02T17:10Z [----] followers, [----] engagements

"$MP $UUUU $UAMY $USAR $CRML $LAC Global demand for rare earth magnets is set to rise sharply from [----] to [----] due to electrification renewable energy robotics and advanced technologies. $MP $UUUU $UAMY $USAR $CRML $LAC The U.S. plans a $12B strategic critical minerals reserve to bolster domestic supply chains and reduce dependence on China. The program targets materials essential for defense energy semiconductors and advanced technologies. https://t.co/03EPsDDPsR $MP $UUUU $UAMY $USAR $CRML $LAC The U.S. plans a $12B strategic critical minerals reserve to bolster domestic supply chains and"
X Link 2026-02-02T18:33Z [----] followers, [----] engagements

"TeraWulf $WULF has acquired two sites in Hawesville Kentucky and Morgantown Maryland adding [---] GW of capacity and expanding its portfolio to [---] GW across five sites. The facilities provide immediate power and potential for scalable digital and energy infrastructure. TeraWulf $WULF said its JV subsidiary Flash Compute closed a $1.3B private offering of 7.250% senior secured notes due in [----] issued at par. Proceeds will fund construction of the Abernathy Texas high performance computing data center campus. https://t.co/sJFrhyFO3S TeraWulf $WULF said its JV subsidiary Flash Compute closed a"
X Link 2026-02-02T21:28Z [----] followers, [----] engagements

"Freedom Capital initiates a Buy rating on $NBIS Nebius Group with a $108 price target. Analyst highlights its cost efficient GPUaaS model AI native architecture and deep integration as key drivers in next generation cloud infrastructure growth. Nebius $NBIS plans to deploy 80MW of new data center capacity in Israel with partner Mega Or DC representing an estimated $880 to 900M investment. The expansion spans two sites in Masmiya and Beit Shemesh scaling its local footprint nearly tenfold. https://t.co/xQjtd3NrBV Nebius $NBIS plans to deploy 80MW of new data center capacity in Israel with"
X Link 2026-02-03T06:48Z [----] followers, [---] engagements

"$FNMA $FMCC $LEN $DHI $PHM $TOL $TMHC U.S. homebuilders are reportedly considering a plan to develop up to one million Trump Homes to address housing affordability per Bloomberg. The proposal is still early-stage with no formal approvals or government backing announced. President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie Mac. In the last [--] months those institutions have supported over [-----] Iowa families in purchasing or refinancing and saved over [----] Iowa families from losing their homes." https://t.co/sT3qg0KrFO President Trump: "We're strengthening $FNMA Fannie Mae"
X Link 2026-02-03T17:13Z [----] followers, [----] engagements

"Deutsche Bank maintains a Hold rating on $PLTR Palantir and raises its price target to $200. Analyst says the shares look more attractive but remains cautious on valuation with the SBC adjusted multiple near 93x. Palantir $PLTR reported Q4 [----] revenue of $1.41B and adjusted EPS of $0.25 beating estimates with U.S. commercial revenue up 137% YoY and government revenue up 66%. The company posted a Rule of [--] of 127% and guided FY [----] revenue to between $7.18B and 7.20B. https://t.co/z45PqHTbdt Palantir $PLTR reported Q4 [----] revenue of $1.41B and adjusted EPS of $0.25 beating estimates with"
X Link 2026-02-03T17:36Z [----] followers, [---] engagements

"Bernstein reiterates an Outperform rating on $UBER Uber and maintains a $115 price target. Analyst notes a valuation disconnect saying even under an autonomous vehicle disruption scenario fair value is estimated at $65 to $70 well below the current target. $TSLA $GRAB $PONY $WRD $UBER $LYFT Nvidia $NVDA aims to launch a robotaxi service with a partner by [----] using Level [--] autonomous vehicles in defined areas. The partner and launch market have not been disclosed. https://t.co/XmbEal94PR $TSLA $GRAB $PONY $WRD $UBER $LYFT Nvidia $NVDA aims to launch a robotaxi service with a partner by 2027"
X Link 2026-02-03T17:43Z [----] followers, [---] engagements

"$NVDA $INTC Intels CEO said that after progress with its 18A process technology a couple customers are now showing early external interest reflecting growing foundry engagement beyond internal use. Intel $INTC confirmed that its first 18A based Panther Lake Core Ultra Series [--] processors will begin shipping by the end of [----] with broader availability in early [----]. The chips are expected to deliver roughly 50% performance gains over the Lunar Lake series. https://t.co/oiWmPsjL4Q Intel $INTC confirmed that its first 18A based Panther Lake Core Ultra Series [--] processors will begin shipping by"
X Link 2026-02-03T18:22Z [----] followers, [---] engagements

"$PFE $NVO $LLY $HIMS Pfizers obesity drug PF3944 delivered up to 12.3% placeboadjusted weight loss at [--] weeks in a Phase 2b trial with a GLP1consistent safety profile. Monthly dosing maintained weight loss steady with Phase [--] studies now underway. Pfizer $PFE CEO Albert Bourla says the company plans to launch next generation obesity drugs acquired through the Metsera $MTSR buyout around [----]. The assets include GLP1 and amylin programs with Phase [--] trials underway to support future regulatory filings. https://t.co/BziXbOnlUD Pfizer $PFE CEO Albert Bourla says the company plans to launch next"
X Link 2026-02-03T18:37Z [----] followers, [---] engagements

"$MP $UUUU $UAMY $USAR $CRML $LAC Project Vault will stockpile all [--] materials on the Interiors Critical Minerals List to shield U.S. firms from supply shocks. The $12B reserve ensures stable access to essentials like copper lithium and rare earths. $MP $UUUU $UAMY $USAR $CRML $LAC The U.S. plans a $12B strategic critical minerals reserve to bolster domestic supply chains and reduce dependence on China. The program targets materials essential for defense energy semiconductors and advanced technologies. https://t.co/03EPsDDPsR $MP $UUUU $UAMY $USAR $CRML $LAC The U.S. plans a $12B strategic"
X Link 2026-02-03T20:41Z [----] followers, [----] engagements

"$INTC $NVDA $QCOM Intel CEO Lip-Bu Tan warns the U.S. trails China in open-source AI and expressed shock that Huawei hired [---] top chip architects. To compete Intel is launching a new GPU division led by a former Qualcomm industry veteran. $NVDA $INTC Intels CEO said that after progress with its 18A process technology a couple customers are now showing early external interest reflecting growing foundry engagement beyond internal use. https://t.co/MoOSkPSaqM $NVDA $INTC Intels CEO said that after progress with its 18A process technology a couple customers are now showing early external"
X Link 2026-02-03T20:49Z [----] followers, [---] engagements

"$MP $UUUU $UAMY $USAR $CRML $LAC Interior Sec. Doug Burgum confirms [--] nations seek to join a US-led minerals club to end Chinas monopoly. Supported by a $12B stockpile and new price floors the alliance aims to protect allied miners from predatory pricing. $MP $UUUU $UAMY $USAR $CRML $LAC Project Vault will stockpile all [--] materials on the Interiors Critical Minerals List to shield U.S. firms from supply shocks. The $12B reserve ensures stable access to essentials like copper lithium and rare earths. https://t.co/hsjJpjVOIR $MP $UUUU $UAMY $USAR $CRML $LAC Project Vault will stockpile all 60"
X Link 2026-02-04T09:07Z [----] followers, [---] engagements

"$AMZN $RKLB $ASTS $LUNR $PL $RDW AWS CEO Matt Garman says space-based data centers remain "pretty far" from reality. Speaking at the Cisco AI Summit Garman cited massive payload costs and a lack of launch capacity as the primary hurdles to orbital AI infrastructure. $RKLB $ASTS $LUNR $PL $RDW $SATL SpaceX has acquired xAI with Elon Musk outlining plans to scale AI using space-based compute. Elon estimates launching 1M tons of satellites could add around [---] GW of AI compute annually with a path to [--] TW within a few years. https://t.co/woj054GGOj $RKLB $ASTS $LUNR $PL $RDW $SATL SpaceX has"
X Link 2026-02-04T09:32Z [----] followers, [----] engagements

"Voyager $VOYG launches its lunar initiative under the White House "Space Superiority" order. Using proven oxygen/steel production and dust-repellant tech Voyager targets infrastructure leadership in the $7.7T emerging lunar ecosystem. $RKLB $PL $ASTS $RDW $SPCE $LUNR $BKSY President Trump signed an executive order on Ensuring American Space Superiority boosting U.S. space security commercial innovation and exploration. It sets goals for a Moon return by [----] and a permanent lunar presence by [----]. https://t.co/2LTOG1n0nN $RKLB $PL $ASTS $RDW $SPCE $LUNR $BKSY President Trump signed an"
X Link 2026-02-04T09:51Z [----] followers, [---] engagements

"Hecto Financial becomes the first Korean firm to integrate with $CRCL Circle Payments Network. Building on [----] Arc testnet results the move enables compliant near-instant B2B stablecoin settlement under new South Korean regulations"
X Link 2026-02-04T10:03Z [----] followers, [---] engagements

"$MP $UUUU $UAMY $USAR $CRML $LAC Rare earth buyers are scrambling for non-China supply as Beijing's [----] export controls take effect. Adamas Intelligence identifies [--] advanced global projects ready for launch as U.S. magnet demand is projected to surge 5x by [----]. $MP $UUUU $UAMY $USAR $CRML $LAC Global demand for rare earth magnets is set to rise sharply from [----] to [----] due to electrification renewable energy robotics and advanced technologies. https://t.co/kRajWHijuk $MP $UUUU $UAMY $USAR $CRML $LAC Global demand for rare earth magnets is set to rise sharply from [----] to [----] due to"
X Link 2026-02-04T10:11Z [----] followers, [---] engagements

"$MP $UUUU $UAMY $USAR $CRML $LAC U.S. Japan and EU issue a joint statement launching a strategic minerals partnership. The "Action Plan" includes a [--] day deadline for a U.S. and EU deal and explores price floors to shield allied miners from Chinese predatory pricing. $MP $UUUU $UAMY $USAR $CRML $LAC Project Vault will stockpile all [--] materials on the Interiors Critical Minerals List to shield U.S. firms from supply shocks. The $12B reserve ensures stable access to essentials like copper lithium and rare earths. https://t.co/hsjJpjVOIR $MP $UUUU $UAMY $USAR $CRML $LAC Project Vault will"
X Link 2026-02-04T18:27Z [----] followers, [----] engagements

"Grab $GRAB is now the exclusive SE Asia distributor for $HSAI Hesai Lidar. The deal scales 3D sensing for regional robotics and logistics while securing a hardware pipeline for Grabs own autonomous mapping and mobility fleet"
X Link 2026-02-04T18:40Z [----] followers, [---] engagements

"$META $BABA $GOOGL Metas next generation "Avocado" model is officially its "most capable" pre-trained base model to date per an internal memo. Developed by Meta Superintelligence Labs the model is a key pillar of a new [----] proprietary AI strategy. META $META is reportedly training its upcoming Avocado AI by distilling knowledge from $BABA Alibabas Qwen $GOOGL Googles Gemma and OpenAIs open-source models. This move signals a shift from Metas open-source Llama series toward commercial frontier-level AI. https://t.co/rcNDZpDPic META $META is reportedly training its upcoming Avocado AI by"
X Link 2026-02-04T21:03Z [----] followers, [----] engagements

"$MP $UUUU $UAMY $USAR $CRML $LAC Senators Kevin Cramer and Mark Warner have introduced a $70B deal to expand the US Export-Import Bank. The 10-year reauthorization lifts the lending cap to $205B to fund Trumps critical minerals agenda and decouple supply chains from China. $MP $UUUU $UAMY $USAR $CRML $LAC U.S. Japan and EU issue a joint statement launching a strategic minerals partnership. The "Action Plan" includes a [--] day deadline for a U.S. and EU deal and explores price floors to shield allied miners from Chinese predatory pricing. https://t.co/9gdDNO8X8H $MP $UUUU $UAMY $USAR $CRML $LAC"
X Link 2026-02-05T04:16Z [----] followers, [----] engagements

"President Trump confirms he will not intervene in the $NFLX Netflix and $PSKY Paramount battle for $WBD Warner Bros. Discovery. Reversing his December stance Trump told NBC News he is "not involved" and will leave the antitrust review to the Justice Department. Warner Bros. Discovery $WBD shareholders are set to vote in March [----] on the proposed $82.7 billion sale of its streaming and studio assets to $NFLX Netflix. The all-cash deal and regulatory review may affect timing while $PSKY Paramount Skydance continues its competing bid. https://t.co/bPZVw8yob5 Warner Bros. Discovery $WBD"
X Link 2026-02-05T05:13Z [----] followers, [----] engagements

"FHFA Director Bill Pulte confirms $FNMA Fannie Mae and $FMCC Freddie Mac are "definitely ready" for an IPO. The plan involves selling a 2.5% to 5% stake valuing the GSEs at up to $700B while maintaining critical federal mortgage guarantees. President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie Mac. In the last [--] months those institutions have supported over [-----] Iowa families in purchasing or refinancing and saved over [----] Iowa families from losing their homes." https://t.co/sT3qg0KrFO President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie Mac. In the"
X Link 2026-02-05T05:29Z [----] followers, [----] engagements

"Grab Finance $GRAB has boosted credit eligibility by 50% across Southeast Asia using the $FICO FICO Platform. By leveraging behavioral data across [--] workflows the superapp now provides real-time credit access to over [--] million underserved users. Grab $GRAB is now the exclusive SE Asia distributor for $HSAI Hesai Lidar. The deal scales 3D sensing for regional robotics and logistics while securing a hardware pipeline for Grabs own autonomous mapping and mobility fleet. https://t.co/VghqA5cHaU Grab $GRAB is now the exclusive SE Asia distributor for $HSAI Hesai Lidar. The deal scales 3D sensing"
X Link 2026-02-05T09:22Z [----] followers, [---] engagements

"$AMZN $RKLB $ASTS $LUNR $PL $RDW AT&T AWS and Amazon Leo have partnered to modernize U.S. connectivity. By migrating workloads to AWS Outposts and integrating Amazons LEO satellite network with AT&Ts fiber the giants aim to create a resilient "fiber-to-space" ecosystem. $AMZN $RKLB $ASTS $LUNR $PL $RDW AWS CEO Matt Garman says space-based data centers remain "pretty far" from reality. Speaking at the Cisco AI Summit Garman cited massive payload costs and a lack of launch capacity as the primary hurdles to orbital AI infrastructure. https://t.co/YrLVie1ffU $AMZN $RKLB $ASTS $LUNR $PL $RDW AWS"
X Link 2026-02-05T09:45Z [----] followers, [----] engagements

"New Zealands Medsafe has approved Sareptas $SRPT first-in-human trial for SRP-1005. Starting Q2 [----] the INSIGHTT study will test a subcutaneous siRNA therapy designed to cross the blood-brain barrier and silence the Huntingtons disease protein. Sarepta $SRPT reports positive 3-year EMBARK results for ELEVIDYS in Duchenne demonstrating durable disease-modifying benefits with meaningful motor improvements and no new safety signals. Over [----] patients have been treated globally with FDA approval for ages 4+. https://t.co/mTnEaJFnbm Sarepta $SRPT reports positive 3-year EMBARK results for"
X Link 2026-02-05T10:04Z [----] followers, [----] engagements

"Hims & Hers $HIMS has launched a multi-cancer early detection service via GRAILs Galleri test. The blood-based screen identifies over [--] cancers including pancreatic and ovarian and is available at a $250 discount for Hims & Hers Labs members"
X Link 2026-02-05T10:20Z [----] followers, [---] engagements

"$MP $UUUU $UAMY $USAR $CRML $LAC Vice President Vance has announced the FORGE Initiative establishing a critical minerals trading bloc with over [--] allies. The system uses adjustable tariffs to enforce price floors shielding domestic miners from foreign market manipulation. $MP $UUUU $UAMY $USAR $CRML $LAC U.S. Japan and EU issue a joint statement launching a strategic minerals partnership. The "Action Plan" includes a [--] day deadline for a U.S. and EU deal and explores price floors to shield allied miners from Chinese predatory pricing. https://t.co/9gdDNO8X8H $MP $UUUU $UAMY $USAR $CRML"
X Link 2026-02-05T10:43Z [----] followers, [----] engagements

"$MU $SNDK $WDC $ASML $AMAT $QCOM Qualcomm CEO Cristiano Amon warns that industry-wide memory shortages and price hikes will define the smartphone market in [----]. As AI data centers drain DRAM supply handset makers are cutting production hitting Qualcomms Q2 outlook. $MU $SNDK $WDC $ASML $AMAT $STX Morgan Stanley expects text-only AI inference to consume roughly 35% of global DRAM supply and 92% of NAND in [----]. AI workloads are poised to dominate memory demand and reshape the semiconductor market. https://t.co/HrHtiAvwyF $MU $SNDK $WDC $ASML $AMAT $STX Morgan Stanley expects text-only AI"
X Link 2026-02-05T11:00Z [----] followers, [----] engagements

"$HP $UBER $TMO $ORCL $CSCO $TMUS OpenAI has launched Frontier an enterprise platform to deploy "AI coworkers." The system manages autonomous agents across vendors providing a unified layer for onboarding permissions and memory"
X Link 2026-02-05T16:40Z [----] followers, [---] engagements

"Saudia is in talks with Boeing $BA and Airbus $EADSY for a historic order of at least [---] jets. The deal potentially the airlines largest ever aims to modernize its 200-plane fleet and support Saudi Arabias goal of becoming a global travel hub"
X Link 2026-02-05T18:43Z [----] followers, [---] engagements

"$ARM $CRM $NOW $ADBE $SAP $NVDA Arm CEO Rene Haas calls the AI-driven software sell-off a micro-hysteria. He argues that while coding is a visible use case it doesn't drive global GDP and investors are wrongly assuming AI will instantly replace core enterprise software"
X Link 2026-02-05T19:00Z [----] followers, [---] engagements

"Bloom Energy $BE posted record Q4 revenue of $777.7M as AI data center demand drove a 2.5x surge in its product backlog. With all shipments now 800V DC ready and [----] revenue guidance raised to $3.2B Bloom is a leading "bring-your-own-power" play"
X Link 2026-02-05T22:57Z [----] followers, [----] engagements

"$NVO $HIMS The FDA is launching a major crackdown on illegal copycat drugs. Commissioner Makary warned on Feb [--] that the agency will take swift action against firms using deceptive ads to market unapproved GLP-1 "knockoffs" as equivalent to FDA-approved brands. Novo Nordisk $NVO has vowed legal action against Hims & Hers $HIMS over its $49 compounded pill. The CEO warned patients they are "wasting $49" on a product that lacks the SNAC technology required for semaglutide to be absorbed by the body. https://t.co/p1OesxqM6B Novo Nordisk $NVO has vowed legal action against Hims & Hers $HIMS over"
X Link 2026-02-06T01:20Z [----] followers, [----] engagements

"Western Digital $WDC has authorized a massive $4B share buyback signaling confidence as AI server demand outstrips supply. With [----] production fully booked and LTAs extending to [----] the firm is a key infrastructure play for the AI data economy"
X Link 2026-02-06T01:39Z [----] followers, [---] engagements

"CoreWeave $CRWV has launched ARENA a production-scale AI lab for real-world workload testing. Supporting $NVDA NVIDIA GB300 NVL72 racks early users report 2x performance gains and 30% lower TCO by validating AI models before full-scale deployment. Nvidia $NVDA and CoreWeave $CRWV expand their strategic partnership to build over [--] GW of AI factory capacity by [----] with Nvidia investing $2B. CoreWeave will deploy multiple Nvidia platforms and provide AI native software to global enterprises and cloud providers. https://t.co/TKMJNZZPxO Nvidia $NVDA and CoreWeave $CRWV expand their strategic"
X Link 2026-02-06T07:35Z [----] followers, [---] engagements

"$MU $SNDK $WDC $ASML $AMAT $STX Nvidia is reportedly delaying all new gaming GPUs for [----] due to a severe memory shortage. By prioritizing AI chips over the RTX [--] Super refresh the firm marks its first year without a gaming launch in three decades. $HPQ $DELL $MU $SNDK $ASML $WDC $AMAT HP Dell Acer and Asus are considering Chinese memory chips for the first time due to a global supply crunch. As AI demand pulls capacity toward HBM PC makers are qualifying CXMT and YMTC to secure inventory and stabilize costs. https://t.co/EMEIxAtYZh $HPQ $DELL $MU $SNDK $ASML $WDC $AMAT HP Dell Acer and"
X Link 2026-02-06T07:43Z [----] followers, [---] engagements

"Stellantis $STLA is booking a $26B charge to reset its business after overestimating EV demand. The firm is slashing EV investment canceling products and suspending its [----] dividend to focus on a mix of hybrid and gas engines. Stellantis $STLA will discontinue plug-in hybrid models in North America starting with the [----] model year including Jeep Wrangler Grand Cherokee and the Chrysler Pacifica minivan. The decision reflects slowing EV demand and a shift toward traditional hybrids. https://t.co/rwZ2dnvi4R Stellantis $STLA will discontinue plug-in hybrid models in North America starting with"
X Link 2026-02-06T08:37Z [----] followers, [----] engagements

"H.C. Wainwright reiterates its Buy rating for CleanSpark $CLSK and trims the price target to $22. Analyst views a near-term hyperscaler colocation deal as a key catalyst noting the stock is undervalued with significant AI upside potential. CleanSpark $CLSK has secured [---] acres in Brazoria County Texas to develop a [---] MW data center. This second Houston-area hub brings the firm to [---] GW under contract positioning the miner as a key infrastructure provider for AI and HPC. https://t.co/qZcMfEAkoM CleanSpark $CLSK has secured [---] acres in Brazoria County Texas to develop a [---] MW data center."
X Link 2026-02-06T15:42Z [----] followers, [---] engagements

"$IREN $CLSK $CIFR $BITF $WULF $CRWV PJM warns of a potential 60GW power shortfall by [----] as plant retirements outpace new supply. With data center demand surging and a clogged 8-year interconnection queue the grid faces its tightest reliability margins in decades. $IREN $CLSK $CIFR $BITF $WULF $NVDA Trump and several Northeast governors are urging PJM to run an emergency reliability auction allowing tech and hyperscalers to bid for 15-year contracts tied to new generation. The plan could unlock about $15B in new power investment. https://t.co/DsnlXwDlMO $IREN $CLSK $CIFR $BITF $WULF $NVDA"
X Link 2026-02-06T15:57Z [----] followers, [---] engagements

"$NVO Hims & Hers $HIMS reaffirms its commitment to FDA compliance and affordable care after the agency signaled a crackdown on compounded GLP-1s. The move follows the launch of a $49 weight-loss pill and a referral to the DOJ for review. $NVO $HIMS The FDA is launching a major crackdown on illegal copycat drugs. Commissioner Makary warned on Feb [--] that the agency will take swift action against firms using deceptive ads to market unapproved GLP-1 "knockoffs" as equivalent to FDA-approved brands. https://t.co/vSTgiXxmPZ $NVO $HIMS The FDA is launching a major crackdown on illegal copycat drugs."
X Link 2026-02-07T01:26Z [----] followers, [---] engagements

"Nvidia $NVDA CEO Jensen Huang defends the industrys $660B AI spending spree as a "once-in-a-generation" buildout. Jensen cites skyrocketing demand for Blackwell chips predicting a [--] to [--] year cycle to reach sustainable global capacity"
X Link 2026-02-07T01:34Z [----] followers, [----] engagements

"$IREN $CLSK $CIFR $BITF $WULF $CRWV Nvidia CEO Jensen Huang tells CNBC that OpenAI and Anthropic are "making great money" but remain compute-constrained as demand for hardware hits an inflection point where even 6-year-old GPUs are rising in price. Nvidia $NVDA CEO Jensen Huang defends the industrys $660B AI spending spree as a "once-in-a-generation" buildout. Jensen cites skyrocketing demand for Blackwell chips predicting a [--] to [--] year cycle to reach sustainable global capacity https://t.co/LgSGy1eGoV Nvidia $NVDA CEO Jensen Huang defends the industrys $660B AI spending spree as a"
X Link 2026-02-07T03:13Z [----] followers, [----] engagements

"$MP $UUUU $UAMY $USAR $CRML $LAC Chinas attempt to isolate Japan via critical mineral bans is backfiring in SE Asia. While Beijing weaponizes rare earths ASEAN trust in Japan reaches new highs fueled by joint processing ventures that bypass Chinese supply chains. $MP $UUUU $UAMY $USAR $CRML $LAC Ministers from the US EU UK Japan Australia and New Zealand are meeting in Washington to discuss a strategic alliance on critical minerals. Australia also announced a A$1.2 B reserve to secure key supplies and reduce reliance on China. https://t.co/f2RCz55ox7 $MP $UUUU $UAMY $USAR $CRML $LAC Ministers"
X Link 2026-02-07T06:13Z [----] followers, [---] engagements

"Uber $UBER CEO Dara Khosrowshahi confirms the firm is facilitating AV fleet financing to secure supply. With over 30% higher utilization than standalone apps Uber is targeting [--] cities by year-end focusing growth on less dense high-profit markets. $TSLA $GOOGL $LCID $LYFT $WRD $PONY Uber $UBER CEO Dara Khosrowshahi calls robotaxis a trillion dollar plus business and expects operations in [--] plus markets by next year. He sees major growth potential in Japan Hong Kong and Australia as Asia drives the autonomous boom. https://t.co/QWfPfMsjlI $TSLA $GOOGL $LCID $LYFT $WRD $PONY Uber $UBER CEO"
X Link 2026-02-07T06:21Z [----] followers, [---] engagements

"$SPX $SPY $QQQ $BTC $ETH President Trump predicts the US stock market will double by the end of his term"
X Link 2026-02-07T06:26Z [----] followers, [---] engagements

"$NVO $LLY $AZN $PFE $HIMS $MRK $AMGN Pres. Trump officially launched TrumpRx calling it the biggest thing in healthcare in decades. The program targets [--] high-demand drugs like Ozempic and Gonal-F with discounts up to 90% aiming to bypass middlemen for cash-paying patients. TrumpRx to launch in [----] letting Americans buy meds directly from drugmakers. No insurers no middlemen. $AZN AstraZeneca $LLY Eli Lilly and $NVO Novo Nordisk to join offering up to 80% discounts under Trumps plan to align U.S. drug prices with global levels. https://t.co/3x8xYafCI9 TrumpRx to launch in [----] letting"
X Link 2026-02-07T07:43Z [----] followers, [---] engagements

"$OKLO $SMR $NNE $CEG $LEU $UEC $NEO DOE has invited states to host Nuclear Lifecycle Innovation Campuses to secure the domestic fuel supply chain. These hubs will integrate enrichment and SMR tech with a focus on recycling used fuel to power the American AI renaissance. $OKLO $SMR $NEE $CEG $LEU $UEC $UUUU BofA notes the U.S. operates the worlds largest nuclear fleet. Together with China and France the three generate over [----] TWh annually accounting for about 58% of global nuclear output as other regions move to catch up. https://t.co/fe4XSAiHV7 $OKLO $SMR $NEE $CEG $LEU $UEC $UUUU BofA"
X Link 2026-02-07T15:46Z [----] followers, [---] engagements

"$FNMA $FMCC The U.S. housing market is entering a "Great Reset" as mortgage rates stabilize near 6% and inventory climbs 10% year-over-year. This long-awaited unfreezing is restoring the mobility required for interstate migration which has been stagnant since [----]. President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie Mac. In the last [--] months those institutions have supported over [-----] Iowa families in purchasing or refinancing and saved over [----] Iowa families from losing their homes." https://t.co/sT3qg0KrFO President Trump: "We're strengthening $FNMA Fannie Mae and"
X Link 2026-02-07T16:25Z [----] followers, [----] engagements

"$MP $UUUU $UAMY $USAR $CRML $LAC Rare earth prices are hitting record highs as China tightens dual-use export controls targeting Japan. With Dysprosium near $960 per kg and Terbium over $4000 per kg the costs for EV motors and advanced defense systems are surging. $MP $UUUU $UAMY $USAR $CRML $LAC Vice President Vance has announced the FORGE Initiative establishing a critical minerals trading bloc with over [--] allies. The system uses adjustable tariffs to enforce price floors shielding domestic miners from foreign market manipulation. https://t.co/HyxgcPSAKc $MP $UUUU $UAMY $USAR $CRML $LAC"
X Link 2026-02-07T16:52Z [----] followers, [----] engagements

"$IREN $CLSK $CIFR $BITF $WULF $CRWV Nvidia CEO Jensen Huang calls the $660B hyperscaler AI spend sustainable noting that rising cash flows justify the build-out as software evolves from a static tool into a system that "uses the tools." $IREN $CLSK $CIFR $BITF $WULF $CRWV Nvidia CEO Jensen Huang tells CNBC that OpenAI and Anthropic are "making great money" but remain compute-constrained as demand for hardware hits an inflection point where even 6-year-old GPUs are rising in price. https://t.co/9YU0sRInvC $IREN $CLSK $CIFR $BITF $WULF $CRWV Nvidia CEO Jensen Huang tells CNBC that OpenAI and"
X Link 2026-02-07T19:30Z [----] followers, [---] engagements

"Stellantis $STLA has sold its 49% stake in Canadas NextStar battery plant to LG Energy Solution for just $100. This nominal exit follows a $26B EV impairment charge as Stellantis resets its strategy to align with slower-than-expected consumer adoption. Stellantis $STLA is booking a $26B charge to reset its business after overestimating EV demand. The firm is slashing EV investment canceling products and suspending its [----] dividend to focus on a mix of hybrid and gas engines. https://t.co/tnnePIA8em Stellantis $STLA is booking a $26B charge to reset its business after overestimating EV"
X Link 2026-02-07T23:27Z [----] followers, [---] engagements

"$NVO Hims & Hers $HIMS is stopping sales of its compounded Wegovy pill following a major FDA crackdown on mass-marketed GLP-1 knockoffs. The company cited "constructive conversations" for withdrawing the $49 treatment just days after launch. $NVO $HIMS The FDA is launching a major crackdown on illegal copycat drugs. Commissioner Makary warned on Feb [--] that the agency will take swift action against firms using deceptive ads to market unapproved GLP-1 "knockoffs" as equivalent to FDA-approved brands. https://t.co/vSTgiXxmPZ $NVO $HIMS The FDA is launching a major crackdown on illegal copycat"
X Link 2026-02-08T00:56Z [----] followers, [---] engagements

"$MU $SNDK $WDC $ASML $AMAT $STX SK Hynix has reportedly secured 70% of NVIDIAs HBM orders for the Vera Rubin platform per Yonhap. This exceeds prior 50% estimates solidifying its lead as Samsung and Micron battle for the remaining HBM4 supply this year. $MU $SNDK $WDC $ASML $AMAT $STX Counterpoint Research reports memory prices have surged up to 90% in Q1 [----]. Analysts call [----] a "Golden Era" for the industry as AI demand for HBM and server DRAM pushes manufacturer margins and prices to unprecedented historic peaks. https://t.co/77380WDajE $MU $SNDK $WDC $ASML $AMAT $STX Counterpoint"
X Link 2026-02-08T05:21Z [----] followers, [---] engagements

"$FMCC Pivotal week for $FNMA Fannie Mae as it prepares for Q4 earnings this Wednesday. With FHFA Director Bill Pulte eyeing a 2.5% - 5% public offering pending President Trump's approval all eyes are on the $8.28 share price for signs of a privatization breakout. FHFA Director Bill Pulte says $FNMA Fannie Mae and $FMCC Freddie Mac are "definitely ready" for a [---] to 5% secondary offering. Sec. Bessent confirms a conservatorship exit remains part of the picture while a $200B bond plan aggressively targets lower rates. https://t.co/1tc4uOhkqn FHFA Director Bill Pulte says $FNMA Fannie Mae and"
X Link 2026-02-08T14:44Z [----] followers, [----] engagements

"Bloom Energy $BE announced its fuel cells now power absorption chillers using waste heat cutting data center electricity use by over 20%. With native 800VDC and zero grid dependency the HFC-free platform scales AI cooling and power at speed. Bloom Energy $BE posted record Q4 revenue of $777.7M as AI data center demand drove a 2.5x surge in its product backlog. With all shipments now 800V DC ready and [----] revenue guidance raised to $3.2B Bloom is a leading "bring-your-own-power" play. https://t.co/on204C9y5w Bloom Energy $BE posted record Q4 revenue of $777.7M as AI data center demand drove a"
X Link 2026-02-08T15:32Z [----] followers, [---] engagements

"$IREN $CLSK $CIFR $BITF $WULF $CRWV Data center developers expect one in five sites to exceed 1GW by [----] and one in three by [----] per Bloom. This surge is forcing a third of developers to go fully off-grid to bypass utility queues and scale AI factories at speed. $IREN $CLSK $CIFR $BITF $WULF $CRWV Mitsubishi UFJ Group is ramping up hiring for its data center finance team to tap the AI boom. After co-leading a record $38B debt deal for Oracle-linked facilities MUFG is positioning AI infrastructure as an "irreversible" global trend. https://t.co/qS7hMU46UC $IREN $CLSK $CIFR $BITF $WULF $CRWV"
X Link 2026-02-08T15:52Z [----] followers, [----] engagements

"President Trump on Truth Social. Changes at $FNMA Fannie Mae and $FMCC Freddie Mac along with President Donald Trump's MBS purchase directive could together lower mortgage rates by a half-percentage point according to Barclays. President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie Mac. In the last [--] months those institutions have supported over [-----] Iowa families in purchasing or refinancing and saved over [----] Iowa families from losing their homes." https://t.co/sT3qg0KrFO President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie Mac. In the last [--] months"
X Link 2026-02-09T06:24Z [----] followers, [----] engagements

"$RKLB $ASTS $LUNR $PL $RDW $SATL $FLY SpaceX is targeting a historic June [----] IPO at a $1.5T valuation following its merger with xAI. This milestone is expected to drive a massive wave of capital into the broader space sector validating orbital infrastructure for the AI era. $RKLB $ASTS $LUNR $PL $RDW $SATL SpaceX has acquired xAI with Elon Musk outlining plans to scale AI using space-based compute. Elon estimates launching 1M tons of satellites could add around [---] GW of AI compute annually with a path to [--] TW within a few years. https://t.co/woj054GGOj $RKLB $ASTS $LUNR $PL $RDW $SATL"
X Link 2026-02-09T11:05Z [----] followers, [----] engagements

"$IREN $CLSK $CIFR $BITF $WULF $SNDK $MU Googles AI Infrastructure Chief Amin Vahdat identifies energy supply chain and memory as the top bottlenecks for Gemini [--] scaling. $MU $SNDK $WDC $ASML $AMAT $STX Counterpoint Research reports memory prices have surged up to 90% in Q1 [----]. Analysts call [----] a "Golden Era" for the industry as AI demand for HBM and server DRAM pushes manufacturer margins and prices to unprecedented historic peaks. https://t.co/77380WDajE $MU $SNDK $WDC $ASML $AMAT $STX Counterpoint Research reports memory prices have surged up to 90% in Q1 [----]. Analysts call [----] a"
X Link 2026-02-09T11:21Z [----] followers, [---] engagements

"Morgan Stanley has initiated coverage of $WULF TeraWulf with an Overweight rating and a $37 price target. Analysts highlight strong data center execution and an $8 per watt valuation framework representing significant upside compared to industry peers. TeraWulf $WULF has acquired two sites in Hawesville Kentucky and Morgantown Maryland adding [---] GW of capacity and expanding its portfolio to [---] GW across five sites. The facilities provide immediate power and potential for scalable digital and energy infrastructure. https://t.co/4TEORaQTEc TeraWulf $WULF has acquired two sites in Hawesville"
X Link 2026-02-09T12:49Z [----] followers, [---] engagements

"Deutsche Bank has upgraded $VSAT Viasat to a Buy rating and raised its price target to $48. Analyst cites upcoming satellite launches and a potential defense unit spin-off as primary catalysts for the new sum-of-the-parts valuation. Viasat $VSAT unveiled its nextgen global Kaband network to support resilient high capacity government and military SATCOM. The system leverages Viasat3 satellites and partner Kaband assets offering enhanced coverage multi orbit resilience and up to [---] Mbps speeds. https://t.co/T7GHInYSDh Viasat $VSAT unveiled its nextgen global Kaband network to support resilient"
X Link 2026-02-09T12:51Z [----] followers, [---] engagements

"DA Davidson has upgraded $ORCL Oracle to a Buy rating while maintaining a $180 price target. Analyst believes a revamped OpenAI will remove a major overhang on the stock and restore confidence in Oracles AI-driven growth narrative. Oracle $ORCL announced plans to raise $45B to $50B in calendar [----] through a mix of equity and debt financing. The capital will support expansion of its cloud and AI infrastructure while maintaining an investment grade balance sheet. https://t.co/MsjZxWyFC7 Oracle $ORCL announced plans to raise $45B to $50B in calendar [----] through a mix of equity and debt"
X Link 2026-02-09T12:54Z [----] followers, [---] engagements

"Microchip Technology $MCHP has announced a $600M private offering of convertible senior notes due [----]. Proceeds will fund dilution-reducing capped calls and repay commercial paper debt as the firm capitalizes on its recent Q3 earnings recovery"
X Link 2026-02-09T12:57Z [----] followers, [--] engagements

"Morgan Stanley has initiated coverage of $CIFR Cipher Mining with an Overweight rating and a $38 price target. Analyst highlights the potential for a REIT-style valuation for Bitcoin-to-data center conversions with stable long-term cash flows. Cipher Mining $CIFR through Black Pearl Compute LLC plans to raise $2B via senior secured notes due [----] for qualified investors. Proceeds will fund the Texas Black Pearl facility reimburse prior equity and cover fees with notes secured by assets and completion guarantees. https://t.co/CR7AzlIcKJ Cipher Mining $CIFR through Black Pearl Compute LLC plans"
X Link 2026-02-09T12:59Z [----] followers, [---] engagements

"Samsung plans to start mass production of HBM4 this month for $NVDA Nvidias next-gen Vera Rubin platform. While $MU Micron guides a Q2 [----] ramp Samsung has cleared qualification and secured orders reclaiming a first-mover advantage in the market. Micron $MU faces pressure after reports that Samsung Electronics will supply Nvidia $NVDA with next generation memory chips though neither company commented. Micron competes with Samsung and SK Hynix in high bandwidth memory critical for AI processors. https://t.co/7WneyOPzLT Micron $MU faces pressure after reports that Samsung Electronics will"
X Link 2026-02-09T13:27Z [----] followers, [---] engagements

"Constellation Energy $CEG announced a [---] MW deal between Calpine and CyrusOne for a new Texas data center at the Freestone Energy Center. Including a [---] MW Phase [--] option and prior deals the partnership now totals over [----] MW in the state. Constellation Energy $CEG won Energy Deal of the Year for its [--] year PPA with Microsoft $MSFT restarting the Crane nuclear unit in Pennsylvania to deliver [---] MW of carbon free power to PJM data centers. https://t.co/xg1JVo0bZ2 Constellation Energy $CEG won Energy Deal of the Year for its [--] year PPA with Microsoft $MSFT restarting the Crane nuclear"
X Link 2026-02-09T14:18Z [----] followers, [---] engagements

"UBS has raised its price target for $OPEN Opendoor Technologies to $5.00 from $1.60 while maintaining a Neutral rating. Analyst notes that while the housing market remains volatile improved inventory management justifies a higher valuation floor. Opendoor $OPEN has expanded its buy box enabling more homes to qualify for instant offers and attracting additional sellers without increasing acquisition costs. Enhancements to its self-assessment app further streamline the process and improve completion rates. https://t.co/IKC5GwMy5i Opendoor $OPEN has expanded its buy box enabling more homes to"
X Link 2026-02-09T14:24Z [----] followers, [---] engagements

"$HIMS $NVO The FDA has flagged a Novo Nordisk TV ad for Wegovy citing misleading claims of superiority and improper safety disclosures. Regulators have ordered a halt to the ad's distribution and a formal response within [--] days. Novo Nordisk $NVO has sued $HIMS Hims & Hers for patent infringement and illegal mass compounding of semaglutide. The suit follows the telehealth firm's failed attempt to launch a copycat Wegovy pill and a formal referral to the DOJ for investigation. https://t.co/ihCqxHjt04 Novo Nordisk $NVO has sued $HIMS Hims & Hers for patent infringement and illegal mass"
X Link 2026-02-09T16:11Z [----] followers, [---] engagements

"TD Cowen has reiterated its Buy rating and $70 price target for $NVO Novo Nordisk following the FDA's signal of a crackdown on compounded GLP-1s. Analyst views the regulatory shift as a tailwind though the timing of enforcement remains uncertain. Novo Nordisk $NVO has vowed legal action against Hims & Hers $HIMS over its $49 compounded pill. The CEO warned patients they are "wasting $49" on a product that lacks the SNAC technology required for semaglutide to be absorbed by the body. https://t.co/p1OesxqM6B Novo Nordisk $NVO has vowed legal action against Hims & Hers $HIMS over its $49"
X Link 2026-02-09T16:13Z [----] followers, [---] engagements

"Truist has reiterated its Buy rating and $108 price target for Uber $UBER following the acquisition of Getirs delivery business in Turkey. The move bolsters Ubers presence in its largest untapped market outside of Brazil and India. Uber $UBER CEO Dara Khosrowshahi confirms the firm is facilitating AV fleet financing to secure supply. With over 30% higher utilization than standalone apps Uber is targeting [--] cities by year-end focusing growth on less dense high-profit markets. https://t.co/Dmg80XzrpF Uber $UBER CEO Dara Khosrowshahi confirms the firm is facilitating AV fleet financing to"
X Link 2026-02-09T16:26Z [----] followers, [---] engagements

"Bernstein SocGen has trimmed its $ORCL Oracle price target to $313 while maintaining an Outperform rating. Analyst notes that the $50B capital raise defuses AI funding concerns positioning the firm for a rare period of EPS acceleration. Oracle $ORCL announced plans to raise $45B to $50B in calendar [----] through a mix of equity and debt financing. The capital will support expansion of its cloud and AI infrastructure while maintaining an investment grade balance sheet. https://t.co/MsjZxWyFC7 Oracle $ORCL announced plans to raise $45B to $50B in calendar [----] through a mix of equity and debt"
X Link 2026-02-09T16:27Z [----] followers, [---] engagements

"BofA maintains an Underperform rating on $HIMS Hims & Hers and cuts its price target to $21 as FDA and DOJ scrutiny intensifies. Analyst cites the withdrawal of the firm's oral semaglutide pill and federal probes as key downside drivers. Hims & Hers $HIMS says Novo Nordisks $NVO lawsuit is a blatant attack on Americans who rely on affordable compounded care. The firm plans to continue fighting for patient access and choice despite withdrawing its oral semaglutide pill. https://t.co/J5yEO9Nsso Hims & Hers $HIMS says Novo Nordisks $NVO lawsuit is a blatant attack on Americans who rely on"
X Link 2026-02-09T16:31Z [----] followers, [---] engagements

"$IREN $CLSK $CIFR $BITF $WULF $CRWV The DOE has launched the Genesis Mission Consortium to accelerate AI-driven scientific discovery. Uniting National Labs with partners like Nvidia and OpenAI the hub aims to double U.S. R&D productivity through a unified AI platform. $MP $UAMY $UUUU $USAR $LAC $CRML The White House launches the Genesis Mission directing the DOE to build a national AI platform using U.S. supercomputers and federal science data to drive advances in biotech critical materials nuclear space quantum and semiconductors. https://t.co/2kJCrG1ha9 $MP $UAMY $UUUU $USAR $LAC $CRML The"
X Link 2026-02-09T16:41Z [----] followers, [---] engagements

"$FNMA $FMCC Treasury Sec. Scott Bessent: "I'm very interested in Fannie and Freddie. I'm interested in us fulfilling their mission to the American people to keep mortgage rates low." Michael Burry predicts Berkshire Hathaway could buy a "big chunk" of the $FNMA Fannie Mae and $FMCC Freddie Mac IPOs as they exit conservatorship. Burry who holds large stakes in both argues the GSEs cash-flow moats perfectly align with Buffetts strategy. https://t.co/jHdsLVO9FJ Michael Burry predicts Berkshire Hathaway could buy a "big chunk" of the $FNMA Fannie Mae and $FMCC Freddie Mac IPOs as they exit"
X Link 2026-02-09T18:22Z [----] followers, [----] engagements

"Credo $CRDO has raised its Q3 FY26 revenue outlook to $404M to $408M significantly exceeding its prior guidance. The firm expects mid-single-digit sequential growth in Q4 positioning it for over 200% year-over-year revenue growth this fiscal year"
X Link 2026-02-10T00:42Z [----] followers, [---] engagements

"Alphabets $GOOGL Waymo begins fully autonomous testing in Nashville without human safety drivers a key step toward its [----] commercial debut. The service will launch in partnership with $LYFT Lyft utilizing Flexdrive for dedicated fleet management. Waymo has launched its new World Model built on $GOOGL Google DeepMinds Genie [--]. This generative AI generates realistic driving scenes and synthetic lidar data allowing the fleet to master rare edge cases like floods and tornadoes in simulation before they occur on the road. https://t.co/r15oZ4gURk Waymo has launched its new World Model built on"
X Link 2026-02-10T01:37Z [----] followers, [---] engagements

"Metas $META Instagram is internally testing a new standalone app codenamed Instants to rival $SNAP Snapchats disappearing photo format. The prototype focuses on ephemeral messaging and follows a recent expansion of Instagrams Snap Map-style feature"
X Link 2026-02-10T01:45Z [----] followers, [---] engagements

"$FNMA $FMCC The White House is urging Congress to codify a ban on large investors buying single-family homes. While Republicans support affordability many worry the move could derail supply-focused bills as the administration finalizes key definitions. President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie Mac. In the last [--] months those institutions have supported over [-----] Iowa families in purchasing or refinancing and saved over [----] Iowa families from losing their homes." https://t.co/sT3qg0KrFO President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie"
X Link 2026-02-10T02:12Z [----] followers, [---] engagements

"Rezolve Ai $RZLV has acquired Reward Loyalty UK for $230M in an all-cash non-dilutive deal. The move adds $90M in EBITDA-accretive revenue and embeds Rezolves AI commerce capabilities into major banking and payment networks. Rezolve Ai $RZLV announced a $250M registered direct offering of [--------] ordinary shares at $4.00 per share led by existing and new institutional investors. Proceeds will fund sales expansion technology development acquisitions and general corporate purposes. https://t.co/00KxJNBHzF Rezolve Ai $RZLV announced a $250M registered direct offering of [--------] ordinary shares"
X Link 2026-02-10T14:20Z [----] followers, [----] engagements

"Nebius $NBIS has agreed to acquire agentic search provider Tavily for $275M to integrate real-time web grounding into its AI cloud. The deal unites Tavilys over 1M developer ecosystem with Nebiuss high-performance inference platform. Nebius $NBIS will deploy $NVDA NVIDIAs Vera Rubin NVL72 platform in U.S. and European data centers starting H2 [----]. It will be one of the first AI cloud providers to offer Rubin through Nebius AI Cloud and its Token Factory inference platform. https://t.co/PQgBjeZXRl Nebius $NBIS will deploy $NVDA NVIDIAs Vera Rubin NVL72 platform in U.S. and European data"
X Link 2026-02-10T15:00Z [----] followers, [---] engagements

"Deutsche Bank reiterates a Buy rating on Micron $MU and raises its price target to $500 from $300. Analyst cites unprecedented memory tightness and HBM-driven growth as key catalysts for significant earnings leverage through [----]. Micron $MU warns DRAM supply constraints will extend beyond [----] with new fabs meeting only half to two-thirds of demand. AI driven high-bandwidth memory is fueling record consumption and record revenues tightening supply across PCs mobile and embedded systems. https://t.co/UE3Sfd5rwr Micron $MU warns DRAM supply constraints will extend beyond [----] with new fabs"
X Link 2026-02-10T15:06Z [----] followers, [---] engagements

"Paramount Skydance $PSKY has enhanced its superior $30 per share cash offer for $WBD Warner Bros. Discovery adding a $0.25 quarterly ticking fee for regulatory delays. The firm will also backstop WBDs $1.5B debt exchange and fund the $2.8B Netflix $NFLX breakup fee. $PSKY The DOJ is casting a wide net in its review of $NFLX Netflixs $82.7B bid for $WBD Warner Bros. Discovery. Subpoenas reveal regulators are probing Netflix for "exclusionary conduct" signaling a move beyond standard merger review into potential monopolization concerns. https://t.co/ci5vOvTDBh $PSKY The DOJ is casting a wide"
X Link 2026-02-10T15:16Z [----] followers, [---] engagements

"Cisco $CSCO launches the Silicon One G300 a [-----] Tbps chip designed to power gigawatt-scale AI clusters. Built on $TSM TSMC 3nm tech it features "shock absorber" buffers to boost job performance by 28% and reroute data in microseconds"
X Link 2026-02-10T15:41Z [----] followers, [---] engagements

"Canaccord Genuity maintains a Buy rating on $HIMS Hims & Hers but cuts its price target to $30 following the $NVO Novo Nordisk lawsuit. Analyst believes the recent selloff largely reflects the legal risk associated with compounded GLP-1 sales. Hims & Hers $HIMS says Novo Nordisks $NVO lawsuit is a blatant attack on Americans who rely on affordable compounded care. The firm plans to continue fighting for patient access and choice despite withdrawing its oral semaglutide pill. https://t.co/J5yEO9Nsso Hims & Hers $HIMS says Novo Nordisks $NVO lawsuit is a blatant attack on Americans who rely on"
X Link 2026-02-10T15:47Z [----] followers, [---] engagements

"$MU $SNDK $WDC $ASML $AMAT $STX South Korea Science Minister Bae Kyung-hoon says OpenAI Samsung and SK will begin building data centers in Korea this March. The project scales the Stargate initiative leveraging Korean HBM chips to power massive AI infrastructure. $IREN $CLSK $CIFR $BITF $WULF $CRWV OpenAI unveiled a Stargate Community energy plan under its multiyear multihundredbillion-dollar AI data center initiative. The plan includes collaboration with utilities and communities to ensure local electricity costs dont rise. https://t.co/HmENqIzFsw $IREN $CLSK $CIFR $BITF $WULF $CRWV OpenAI"
X Link 2026-02-11T07:40Z [----] followers, [---] engagements

"$IREN $CLSK $CIFR $BITF $WULF $CRWV Microsoft is testing superconducting power lines to accelerate AI data center expansion. The technology delivers high-capacity power with zero resistance and 90% less space helping meet a [----] forecast of 12% U.S. electricity consumption. $IREN $CLSK $CIFR $BITF $WULF $CRWV Data center developers expect one in five sites to exceed 1GW by [----] and one in three by [----] per Bloom. This surge is forcing a third of developers to go fully off-grid to bypass utility queues and scale AI factories at speed. https://t.co/fWQ9kBRG1K $IREN $CLSK $CIFR $BITF $WULF $CRWV"
X Link 2026-02-11T07:45Z [----] followers, [---] engagements

"$AMZN $RKLB $ASTS $LUNR $PL $RDW Amazon Leo has secured approval to launch [----] additional satellites bringing its planned constellation to over [----]. The expansion adds polar coverage and boosts capacity as the service scales its global broadband network. $AMZN $RKLB $ASTS $LUNR $PL $RDW AT&T AWS and Amazon Leo have partnered to modernize U.S. connectivity. By migrating workloads to AWS Outposts and integrating Amazons LEO satellite network with AT&Ts fiber the giants aim to create a resilient "fiber-to-space" ecosystem. https://t.co/VHHlBI6r60 $AMZN $RKLB $ASTS $LUNR $PL $RDW AT&T AWS and"
X Link 2026-02-11T08:14Z [----] followers, [---] engagements

"Cintas $CTAS and UniFirst $UNF have renewed takeover discussions centered on a $275 per share all-cash offer. The $5.2 billion proposal represents a 64% premium as Cintas seeks to consolidate the uniform rental market through a major merger"
X Link 2026-02-11T08:24Z [----] followers, [---] engagements

"Morgan Stanley maintains an Equalweight rating on Tesla $TSLA with a $415 price target. Analyst frames the 100GW solar manufacturing push as strategic support for energy storage and data center ambitions rather than a near-term valuation driver. $RKLB $ASTS $LUNR $PL $RDW $SATL SpaceX has acquired xAI with Elon Musk outlining plans to scale AI using space-based compute. Elon estimates launching 1M tons of satellites could add around [---] GW of AI compute annually with a path to [--] TW within a few years. https://t.co/woj054GGOj $RKLB $ASTS $LUNR $PL $RDW $SATL SpaceX has acquired xAI with Elon"
X Link 2026-02-11T08:29Z [----] followers, [---] engagements

"$FMCC $FNMA Freddie Mac will report its fourth-quarter and full-year [----] financial results before markets open this Thursday February [--]. The firm plans to host a media call at [--] a.m. ET to discuss its mortgage funding and annual performance. $FMCC Pivotal week for $FNMA Fannie Mae as it prepares for Q4 earnings this Wednesday. With FHFA Director Bill Pulte eyeing a 2.5% - 5% public offering pending President Trump's approval all eyes are on the $8.28 share price for signs of a privatization breakout. https://t.co/wtGW0PEqRa $FMCC Pivotal week for $FNMA Fannie Mae as it prepares for Q4"
X Link 2026-02-11T09:08Z [----] followers, [----] engagements

"$HIMS $MRNA Moderna received an FDA Refusal-to-File letter for its mRNA-1010 flu vaccine halting the review over trial design concerns. Regulators cited the use of a standard-dose comparator instead of the best-available standard of care. Moderna $MRNA reported fiveyear followup data for its personalized mRNA cancer vaccine showing a 49% reduction in recurrence or death risk in high risk melanoma patients. The company is expanding trials to explore broader use across lung bladder and kidney cancers. https://t.co/VrPSaSp4oC Moderna $MRNA reported fiveyear followup data for its personalized"
X Link 2026-02-11T09:29Z [----] followers, [---] engagements

"Micron $MU has commenced HBM4 shipments a quarter ahead of schedule with high-volume production now underway. Delivering speeds over [--] Gbps the 6th-gen memory is on track for AI accelerator ramps as [----] supply remains fully committed. Samsung plans to start mass production of HBM4 this month for $NVDA Nvidias next-gen Vera Rubin platform. While $MU Micron guides a Q2 [----] ramp Samsung has cleared qualification and secured orders reclaiming a first-mover advantage in the market. https://t.co/WqqkHDILbw Samsung plans to start mass production of HBM4 this month for $NVDA Nvidias next-gen Vera"
X Link 2026-02-11T17:35Z [----] followers, [---] engagements

"AST SpaceMobile $ASTS announced a $1 billion convertible senior notes offering due [----] to fund global spectrum deployment. The firm also plans to repurchase $300 million in existing debt as it accelerates its satellite constellation rollout. AST SpaceMobile $ASTS has successfully unfolded BlueBird [--] the largest commercial antenna in LEO at [----] square feet. The satellite supports [---] Mbps speeds and 5G service as the firm targets [--] to [--] launches by the end of [----] to reach nationwide scale. https://t.co/1gJ4Oe6UoG AST SpaceMobile $ASTS has successfully unfolded BlueBird [--] the largest"
X Link 2026-02-12T09:03Z [----] followers, [---] engagements

"Apples $AAPL Siri overhaul faces delays as testing setbacks impact its multibillion-dollar integration with Google $GOOGL Gemini. Key features originally slated for March may shift to May or iOS [--] as engineers refine accuracy and response times. Apple $AAPL has officially confirmed it will use $GOOGL Googles Gemini AI models to power new Siri features and other Apple Intelligence capabilities in [----]. https://t.co/u7oWQ0J8SX Apple $AAPL has officially confirmed it will use $GOOGL Googles Gemini AI models to power new Siri features and other Apple Intelligence capabilities in 2026."
X Link 2026-02-12T09:16Z [----] followers, [---] engagements

"Cipher Mining $CIFR appointed real estate executive Thomas Duda to its board supporting the firm's pivot to industrial-scale data center development. Dudas over [--] years of expertise will guide Ciphers shift into HPC and AI hosting. Cipher Mining $CIFR through Black Pearl Compute LLC plans to raise $2B via senior secured notes due [----] for qualified investors. Proceeds will fund the Texas Black Pearl facility reimburse prior equity and cover fees with notes secured by assets and completion guarantees. https://t.co/CR7AzlIcKJ Cipher Mining $CIFR through Black Pearl Compute LLC plans to raise"
X Link 2026-02-12T09:41Z [----] followers, [---] engagements

"$MU Samsung $SSNLF has begun mass production and commercial shipments of HBM4 becoming the first globally to bring next-gen AI memory to market. The firm anticipates HBM sales will more than triple in [----] as it expands capacity. Micron $MU has commenced HBM4 shipments a quarter ahead of schedule with high-volume production now underway. Delivering speeds over [--] Gbps the 6th-gen memory is on track for AI accelerator ramps as [----] supply remains fully committed. https://t.co/wr6nhaHImn Micron $MU has commenced HBM4 shipments a quarter ahead of schedule with high-volume production now"
X Link 2026-02-12T11:39Z [----] followers, [---] engagements

"$MU $SNDK $WDC $ASML $AMAT $STX Kioxia reported Q3 revenue of 543.6B and issued an explosive Q4 outlook projecting up to 935B in revenue as memory price hikes materialize. With capacity sold out through [----] memory supply remains critically tight across the AI sector. $MU $SNDK $WDC $ASML $AMAT $STX Counterpoint Research reports memory prices have surged up to 90% in Q1 [----]. Analysts call [----] a "Golden Era" for the industry as AI demand for HBM and server DRAM pushes manufacturer margins and prices to unprecedented historic peaks. https://t.co/77380WDajE $MU $SNDK $WDC $ASML $AMAT $STX"
X Link 2026-02-12T12:05Z [----] followers, [---] engagements

"Grab $GRAB agreed to acquire 100% of U.S. fintech Stash Financial in a $425M deal. The acquisition adds $5B in AUM and Stashs proprietary AI Money Coach technology to Grab's ecosystem as it expands its global financial services footprint. Grab Finance $GRAB has boosted credit eligibility by 50% across Southeast Asia using the $FICO FICO Platform. By leveraging behavioral data across [--] workflows the superapp now provides real-time credit access to over [--] million underserved users. https://t.co/2iqiGq2Tzz Grab Finance $GRAB has boosted credit eligibility by 50% across Southeast Asia using the"
X Link 2026-02-12T12:09Z [----] followers, [---] engagements

"$FMCC $FNMA Fannie Mae reported $14.4B in [----] net income and a record $109B net worth up 15% YoY. The firm provided $409B in liquidity to support 1.5M households as its $4.1T guaranty book remains resilient amid housing market headwinds. $FMCC $FNMA Freddie Mac will report its fourth-quarter and full-year [----] financial results before markets open this Thursday February [--]. The firm plans to host a media call at [--] a.m. ET to discuss its mortgage funding and annual performance. https://t.co/blUsKgVSsn $FMCC $FNMA Freddie Mac will report its fourth-quarter and full-year [----] financial results"
X Link 2026-02-12T12:14Z [----] followers, [----] engagements

"Oracle $ORCL secured an $88M Air Force task order for the Cloud One program through Dec [----]. The deal provides OCI services for Top Secret SCI and IL5/6 workloads enabling the use of Oracle AI Database 26ai for secure defense workflows. Oracle $ORCL Financial Services launches an AI platform for retail banking with pre-built agents for loan tracking credit decisions product generation and compliance. The platform features human-in-the-loop governance and will add hundreds more AI agents over [--] months. https://t.co/qi0eScrdcH Oracle $ORCL Financial Services launches an AI platform for retail"
X Link 2026-02-12T15:03Z [----] followers, [---] engagements

"Citizens maintains its Market Outperform rating and $22 price target for $WULF TeraWulf as its pivot toward high-performance computing (HPC) gains momentum. Analysts highlight the firms 2.8GW pipeline and power-cost edge as keys to unlocking long-term value. TeraWulf $WULF has acquired two sites in Hawesville Kentucky and Morgantown Maryland adding [---] GW of capacity and expanding its portfolio to [---] GW across five sites. The facilities provide immediate power and potential for scalable digital and energy infrastructure. https://t.co/4TEORaQTEc TeraWulf $WULF has acquired two sites in"
X Link 2026-02-12T15:38Z [----] followers, [---] engagements

"Benchmark maintains its Buy rating and $7 price target for $GRAB Grab following its Q4 [----] earnings report. Analysts describe the results as overhang-clearing and point to a credible three-year roadmap with a 40% EBITDA CAGR driving long-term upside. Grab $GRAB agreed to acquire 100% of U.S. fintech Stash Financial in a $425M deal. The acquisition adds $5B in AUM and Stashs proprietary AI Money Coach technology to Grab's ecosystem as it expands its global financial services footprint. https://t.co/cnLUzI0G6z Grab $GRAB agreed to acquire 100% of U.S. fintech Stash Financial in a $425M deal."
X Link 2026-02-12T15:51Z [----] followers, [---] engagements

"Rocket Lab $RKLB sets late February for its "Cassowary Vex" hypersonic mission for the Defense Innovation Unit (DIU). Launching from Wallops the HASTE rocket will deploy the DART AE scramjet aircraft marking its 4th hypersonic test in under six months. Rocket Labs $RKLB Hungry Hippo captive fairing has arrived at its Virginia launch site marking a key milestone ahead of Neutrons first flight. The reusable fairing stays attached through launch and return supporting rapid reuse and lifting up to 13000kg to orbit. https://t.co/GqBLVT8Mzz Rocket Labs $RKLB Hungry Hippo captive fairing has arrived"
X Link 2026-02-13T06:31Z [----] followers, [---] engagements

"Applied Materials $AMAT raises Q2 guidance to $7.65B revenue and $2.64 EPS smashing estimates on surging AI and HBM demand. The firm resolved its US Commerce probe with a $252.5M settlement clearing the path for 20% growth in 2026"
X Link 2026-02-13T06:49Z [----] followers, [---] engagements

"Coinbase $COIN reports $1.78B Q4 revenue capping a year where trading volume hit $5.2T and market share doubled. With $14.1B in resources and [--] products now generating $100M+ annually Coinbase is pivoting toward an "Everything Exchange" model"
X Link 2026-02-13T07:45Z [----] followers, [---] engagements

"TransMedics $TMDX has received full FDA IDE approval for its Next-Generation OCS Heart ENHANCE trial. Targeting over [---] patients the trial seeks to prove the superiority of OCS technology over cold storage and expand indications for DBD hearts"
X Link 2026-02-09T13:55Z [----] followers, [---] engagements

"$OKLO $SMR $NEE $CEG $LEU $UEC $NNE Nuclear energy demand is surging as the AI race intensifies creating a fuel bottleneck. To end a 20% reliance on Russia by [----] the DOE is investing $2.7B to rebuild domestic enrichment and secure HALEU for next generation reactors. $OKLO $SMR $NEE $CEG $LEU $UEC $NNE American energy enters a new era as the US resumes LNG exports halts power plant retirements and accelerates a nuclear renaissance. These strategic pillars secure the baseload power necessary to lead the global AI race. https://t.co/4o8AfxAY1B $OKLO $SMR $NEE $CEG $LEU $UEC $NNE American"
X Link 2026-02-16T03:06Z [----] followers, [----] engagements

"Kratos $KTOS has been selected for Phase [--] of the $1.1B Drone Dominance Program. The initiative targets the procurement of [------] low-cost attack drones by [----] utilizing "Gauntlet" competitions to identify rapid combat-ready solutions. $RCAT $PLTR $KTOS $UMAC $DPRO $ONDS The U.S. Department of Defenses [----] National Defense Strategy highlights four key lines of effort: [--]. Defend the U.S. homeland [--]. Deter China in the Indo-Pacific [--]. Increase allied burden sharing [--]. Strengthen the defense industrial base https://t.co/DMQDSDQtmP $RCAT $PLTR $KTOS $UMAC $DPRO $ONDS The U.S. Department of"
X Link 2026-02-11T10:00Z [----] followers, [---] engagements

"Navitas $NVTS launched its 5th-gen GeneSiC TAP MOSFET platform delivering a 35% improvement in switching performance for 1200V systems. With AEC-Plus reliability and 1M-year oxide life it targets the high-density power needs of AI data centers. Navitas $NVTS has unveiled a [--] kW GaN DC-DC platform for AI data centers delivering 98.5% efficiency and [---] kW/in power density. The 800V architecture enables cooler faster operation for next-gen AI workloads like $NVDA Nvidia Rubin. https://t.co/KTN2n22ITa Navitas $NVTS has unveiled a [--] kW GaN DC-DC platform for AI data centers delivering 98.5%"
X Link 2026-02-12T13:49Z [----] followers, [---] engagements

"Paramount Skydance $PSKY is in talks to nominate Pentwater Capitals Matt Halbower to the $WBD Warner Bros. board to derail $NFLX Netflixs $83B takeover bid. The move scales up the proxy fight as Paramount pushes its superior $30/share all-cash tender offer. Ancora Holdings has built a $200M stake in $WBD Warner Bros. to oppose the $NFLX Netflix deal and push for $PSKY Paramounts $30 per share all-cash offer. The activist threatens a proxy fight alleging the board failed to secure the best value for shareholders. https://t.co/IP3j1rJZih Ancora Holdings has built a $200M stake in $WBD Warner"
X Link 2026-02-13T06:26Z [----] followers, [----] engagements

"Nebius Group $NBIS reports Q4 revenue up 547% to $227.7M hitting a $1.25B ARR milestone. With over 2GW of power secured and a new $375M Uber $UBER backed robotaxi launch Nebius is scaling toward an ambitious $7B to $9B ARR target by end of [----]. Nebius $NBIS reported Q4 revenue of $227.7M up 547% YoY despite missing analyst estimates. Net losses widened to $249.6M as the firm deployed $2.1B in Q4 CapEx to secure 2GW of power and prepare for NVIDIA $NVDA Rubin shipments in H2 [----]. https://t.co/1xfSQxMybc Nebius $NBIS reported Q4 revenue of $227.7M up 547% YoY despite missing analyst"
X Link 2026-02-13T07:49Z [----] followers, [---] engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML Critical minerals are a top [----] priority with the U.S. launching "Project Vault" a $12B strategic reserve and the FORGE alliance to secure global supplies. The goal is a resilient affordable market free from political coercion. $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals don't have control of our steel production and our industrial base." https://t.co/xXxfuleDMj $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have"
X Link 2026-02-13T08:07Z [----] followers, [----] engagements

"Corning $GLW and Meta $META have signed a $6B deal to build advanced U.S. AI data centers. As anchor customer Meta will fund the expansion of Cornings Hickory plant into the worlds largest fiber facility securing the domestic supply of next generation optical tech. $IREN $CLSK $CIFR $BITF $WULF $CRWV Meta broke ground on a $10 billion data center campus in Lebanon Indiana designed to deliver 1GW of capacity for AI workloads. The project will support [----] construction jobs and [---] operational roles as part of its [----] expansion. https://t.co/kwutPF74Z6 $IREN $CLSK $CIFR $BITF $WULF $CRWV Meta"
X Link 2026-02-14T07:49Z [----] followers, [---] engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML CME Group is launching the worlds first rare earth futures contract focusing on NdPr alloys used in EVs and defense. The move aims to provide a transparent benchmark to hedge volatility and reduce global reliance on Chinese market dominance. $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals don't have control of our steel production and our industrial base." https://t.co/xXxfuleDMj $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not"
X Link 2026-02-14T18:44Z [----] followers, [----] engagements

"$RCAT $PLTR $KTOS $UMAC $DPRO $ONDS Emil Michael on the Department of Wars new Drone Dominance initiative. "We have to have a robust small drone program a robust large drone program and an even more robust counter drone program." $RCAT $PLTR $KTOS $UMAC $DPRO $ONDS The U.S. Department of Defenses [----] National Defense Strategy highlights four key lines of effort: [--]. Defend the U.S. homeland [--]. Deter China in the Indo-Pacific [--]. Increase allied burden sharing [--]. Strengthen the defense industrial base https://t.co/DMQDSDQtmP $RCAT $PLTR $KTOS $UMAC $DPRO $ONDS The U.S. Department of Defenses"
X Link 2026-02-15T08:14Z [----] followers, [---] engagements

"$IREN $CLSK $CIFR $BITF $WULF $CRWV President Trump on the race for AI dominance: AI is going to be the biggest thing. We are leading China by a lot. I came up with a concept: each data center built is going to generate their own electricity $IREN $CRWV $CIFR $NBIS $BITF President Trump: AI plants are building their own power like no ones ever seen. New AI facilities can build their own electric generating force creating ideas and contraptions like nobodys ever seen. https://t.co/lhB4uytO5D $IREN $CRWV $CIFR $NBIS $BITF President Trump: AI plants are building their own power like no ones ever"
X Link 2026-02-16T03:32Z [----] followers, [----] engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML EXIM President John Jovanovic: "Project Vault marries capital with our most urgent needs. Best of all American taxpayers will earn a return on financing the first strategic critical minerals reserve in history." $MP $UUUU $UAMY $USAR $LAC $CRML Vice President JD Vance: We will establish reference prices for critical minerals at each stage of production pricing that reflects real world fair market value. https://t.co/rpABivMU1F $MP $UUUU $UAMY $USAR $LAC $CRML Vice President JD Vance: We will establish reference prices for critical minerals at each stage of"
X Link 2026-02-16T07:35Z [----] followers, [----] engagements

"Saudi investor Prince Alwaleed has raised his stake in $SNAP buying 15.2M shares to bring total ownership to 40.8M (2.8%). The move comes as Snap faces slowing ad growth and fierce competition from TikTok and $META Instagram"
X Link 2025-09-23T12:53Z [----] followers, [----] engagements

"$OKLO $SMR $EOSE $BWXT U.S. military unveils the Janus Program its biggest push into modern nuclear power. The plan aims to deploy small reactors (20 MW) at Army bases nationwide to support strained grids potentially powering areas the size of small towns by 2028"
X Link 2025-10-15T03:26Z [----] followers, [----] engagements

"$NEE $VST $EOSE $NVTS $LEU OpenAI urges the U.S. to expand energy capacity warning an electron gap could threaten AI dominance. It calls for [---] GW of new power yearly as China adds [---] GW vs. the U.S. [--] GW. OpenAI says electricity is now a strategic asset for the AI era"
X Link 2025-10-27T22:10Z [----] followers, [----] engagements

"$UUUU $UEC $OKLO $SMR $NEO $BWXT U.S. Treasury Secretary Scott Bessent warns the U.S. is lagging China in nuclear power development but insists America can certainly catch up"
X Link 2025-10-30T11:54Z [----] followers, [----] engagements

"$RCAT $PLTR $KTOS $LMT $UMAC $DPRO The Pentagons new DOGE unit will oversee plans to procure tens of thousands of low-cost drones in the coming months aiming to fast-track acquisition and boost domestic drone manufacturing capacity per Reuters"
X Link 2025-10-30T16:15Z [----] followers, [----] engagements

"$ASTS $GSAT SpaceX is poised to secure a $2 billion Pentagon contract to build up to [---] satellites for the Golden Dome missile defense system aimed at tracking missiles and aircraft in real time"
X Link 2025-10-31T09:59Z [----] followers, [----] engagements

"$MP $UUUU $LAC $UAMY $USAR $UEC $NB $CRML $NAK $TMQ $CRML China will suspend additional export controls on rare-earth metals and terminate investigations targeting U.S. chip-company supply chains according to a White House fact-sheet on a deal with Xi Jinping. $UEC $UUUU $LAC $UAMY $CRML $MP $USAR Following President Trump and President Xis meeting in Busan China agreed to resume large-scale U.S. soybean purchases and delay rare-earth export curbs for at least a year. https://t.co/DzmrshAJp8 $UEC $UUUU $LAC $UAMY $CRML $MP $USAR Following President Trump and President Xis meeting in Busan"
X Link 2025-11-02T06:50Z [----] followers, 28.3K engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML U.S. Treasury Sec. Scott Bessent: China spent [--] years building rare earth dominance while the U.S. has been asleep. Washington will move at warp speed over the next [--] years to reduce reliance on China. $MP $UUUU $LAC $UAMY $USAR $UEC $NB $CRML $NAK $TMQ $CRML China will suspend additional export controls on rare-earth metals and terminate investigations targeting U.S. chip-company supply chains according to a White House fact-sheet on a deal with Xi Jinping. https://t.co/R6AihAQ9sS $MP $UUUU $LAC $UAMY $USAR $UEC $NB $CRML $NAK $TMQ $CRML China will suspend"
X Link 2025-11-02T17:00Z [----] followers, 59.5K engagements

"$NVDA $EOSE $BE $LEU $OKLO $IREN $CIFR $NBIS President Trump dismissed AI bubble fears calling it the new internet the new everything. You need tremendous electricity and were letting them make their own so they dont rely on the government. $NEE $VST $EOSE $NVTS $LEU OpenAI urges the U.S. to expand energy capacity warning an electron gap could threaten AI dominance. It calls for [---] GW of new power yearly as China adds [---] GW vs. the U.S. [--] GW. OpenAI says electricity is now a strategic asset for the AI era. https://t.co/7xEv5HiXy9 $NEE $VST $EOSE $NVTS $LEU OpenAI urges the U.S. to expand"
X Link 2025-11-02T23:39Z [----] followers, [----] engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML President Trump said the rare earth threat is gone completely gone adding that billions are now flowing into the U.S. from tariffs near 50% and improved relations with China. $MP $UUUU $UAMY $USAR $LAC $CRML U.S. Treasury Sec. Scott Bessent: China spent [--] years building rare earth dominance while the U.S. has been asleep. Washington will move at warp speed over the next [--] years to reduce reliance on China. https://t.co/nOeauJRX0N $MP $UUUU $UAMY $USAR $LAC $CRML U.S. Treasury Sec. Scott Bessent: China spent [--] years building rare earth dominance while the"
X Link 2025-11-05T09:31Z [----] followers, 41.5K engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML President Trump is courting five Central Asian nations to break Chinas rare earth grip hosting leaders of Kazakhstan Uzbekistan Kyrgyzstan Tajikistan and Turkmenistan at the White House on November [--] per Bloomberg. $MP $UUUU $UAMY $USAR $LAC $CRML President Trump said the rare earth threat is gone completely gone adding that billions are now flowing into the U.S. from tariffs near 50% and improved relations with China. https://t.co/uXHlyv3ilJ $MP $UUUU $UAMY $USAR $LAC $CRML President Trump said the rare earth threat is gone completely gone adding that"
X Link 2025-11-07T07:09Z [----] followers, [----] engagements

"Palantir $PLTR launched Chain Reaction a platform built with NVIDIA $NVDA and CenterPoint Energy $CNP to accelerate AI data center construction. It coordinates utilities builders and suppliers to tackle power and infrastructure bottlenecks"
X Link 2025-12-04T11:30Z [----] followers, [---] engagements

"Chagee Holdings $CHA disclosed [--] Rule [---] filings signaling planned insider share sales under standard SEC procedures. The company has also faced controversy in parts of Southeast Asia over its app displaying a disputed map leading to regulatory scrutiny and consumer backlash"
X Link 2025-12-26T14:18Z [----] followers, [---] engagements

"Allegro MicroSystems $ALGM launched its AHV85003/AHV85043 PowerThru SiC gate driver chipsets for [---] V AI data center EV and clean energy designs. They eliminate external bias reduce BOM/footprint cut commonmode capacitance up to 15x and improve EMI [--] dB"
X Link 2026-01-05T15:48Z [----] followers, [---] engagements

"Pfizer $PFE CEO Albert Bourla says the company plans to launch next generation obesity drugs acquired through the Metsera $MTSR buyout around [----]. The assets include GLP1 and amylin programs with Phase [--] trials underway to support future regulatory filings. $LLY $NVO $RHHBY Pfizer $PFE plans a global search for obesity treatment deals to expand its pipeline beyond Metsera $MTSR. The CFO says the company aims to use these assets to strengthen its return to the booming weight loss market. https://t.co/bQ0UuNgXUQ $LLY $NVO $RHHBY Pfizer $PFE plans a global search for obesity treatment deals to"
X Link 2026-01-13T05:21Z [----] followers, [----] engagements

"Chinas antitrust regulator has opened a formal probe into Trip .com Group $TCOM over suspected abuse of market dominance under the Anti-Monopoly Law. The company said it will cooperate fully and that operations continue as normal"
X Link 2026-01-14T11:42Z [----] followers, [---] engagements

"United Microelectronics $UMC and $MCHP SST have completed qualification and launched embedded SuperFlash Gen [--] on UMCs [--] nm platform delivering automotive grade [--] reliability. The solution targets advanced vehicle controllers and autonomous applications"
X Link 2026-01-20T15:56Z [----] followers, [---] engagements

"A Shanghai district tax bureau fined PDD Holdings $PDD about $14K for failing to submit required tax information on time. The penalty involved a Pinduoduo subsidiary and reflects Chinas [----] rules for internet platform tax reporting. China is intensifying its regulatory probe into $PDD PDD Holdings after reported clashes between company staff and market regulators during an on-site inspection. The investigation focuses on compliance consumer protection and potential regulatory breaches per reports. https://t.co/5ExeWD0Vho China is intensifying its regulatory probe into $PDD PDD Holdings after"
X Link 2026-01-21T13:27Z [----] followers, [---] engagements

"Autodesk $ADSK is implementing a global restructuring cutting roughly [----] jobs or 7% of its workforce primarily in customer-facing sales roles. The company expects $135 to $160 M in pre-tax charges while reinvesting savings into strategic priorities"
X Link 2026-01-22T14:35Z [----] followers, [---] engagements

"Applied Digital $APLD has broken ground on its 430MW Delta Forge [--] AI Factory campus designed to support up to 300MW of high density AI workloads across two 150MW facilities on more than [---] acres. Initial operations are expected mid2027 creating over [---] full-time jobs. Applied Digital $APLD has filed to register 2.4M shares for sale by existing stockholders. The move follows its recent $2.35B senior secured notes raise to expand AI data center capacity at its Polaris Forge sites. https://t.co/hDl3mqkhom Applied Digital $APLD has filed to register 2.4M shares for sale by existing"
X Link 2026-01-22T14:57Z [----] followers, [---] engagements

"Plug Power $PLUG completed a [---] MW GenEco PEM electrolyzer at Galps Sines refinery in Portugal one of Europes largest green hydrogen projects. Commissioning is expected soon with output of up to [-----] tons of hydrogen annually and [------] tons of CO reductions. Plug Power $PLUG inked a Letter of Intent with Hy2gen to supply a 5MW PEM electrolyzer for the Sunrhyse green hydrogen project in France. The system will support RFNBO certified hydrogen production and expand Plugs hydrogen logistics footprint in Europe. https://t.co/yQhMdUX5U9 Plug Power $PLUG inked a Letter of Intent with Hy2gen to"
X Link 2026-01-23T13:54Z [----] followers, [----] engagements

"Sarepta Therapeutics $SRPT will present 3-year topline data from the Phase [--] EMBARK trial of ELEVIDYS in ambulatory Duchenne patients aged [--] to [--]. The global randomized study evaluates long term functional outcomes with results to be discussed Jan. [--] 2026"
X Link 2026-01-24T18:44Z [----] followers, [----] engagements

"Anduril Davidson and $QBTS DWave are testing quantum-classical hybrid systems for U.S. missile defense with DWaves Stride delivering faster solutions and improved threat mitigation. The collaboration will expand into logistics cyber and defense optimization. D-Wave $QBTS signed a $10M two-year enterprise QCaaS deal to deploy its Advantage2 annealing quantum system for enterprise applications. The deal underscores growing commercial adoption of annealing quantum computing via cloud access. https://t.co/TwyT3is3vC D-Wave $QBTS signed a $10M two-year enterprise QCaaS deal to deploy its"
X Link 2026-01-27T15:35Z [----] followers, [---] engagements

"William Blair reiterates Market Perform on $ASTS AST SpaceMobile and views [----] as a pivotal year for the commercial D2D satellite service launch. Highlights include the AT&T beta BlueBird [--] February launch and funding for a 100-satellite constellation by [----]. AST SpaceMobile $ASTS plans to launch its BlueBird [--] satellite in late February aboard Blue Origins New Glenn from Cape Canaveral. The next generation satellite features a [----] sqft array enabling direct-to-smartphone voice data and broadband services. https://t.co/oh4VmAhfFV AST SpaceMobile $ASTS plans to launch its BlueBird 7"
X Link 2026-01-27T16:01Z [----] followers, [---] engagements

"Richtech Robotics $RR and Microsoft $MSFT are advancing agentic AI with Azure-powered ADAM robots enhancing vision voice and autonomous reasoning for natural adaptive interactions. The partnership will expand to logistics hospitality and manufacturing applications"
X Link 2026-01-27T16:08Z [----] followers, [----] engagements

"Microsoft $MSFT clarified it has no commercial relationship with $RR Richtech Robotics after the company gained $370M in market cap on news of a close collaboration. The engagement is part of a standard customer program not a revenue generating partnership. Richtech Robotics $RR and Microsoft $MSFT are advancing agentic AI with Azure-powered ADAM robots enhancing vision voice and autonomous reasoning for natural adaptive interactions. The partnership will expand to logistics hospitality and manufacturing applications. https://t.co/qJtYxLHJfH Richtech Robotics $RR and Microsoft $MSFT are"
X Link 2026-01-29T17:54Z [----] followers, [----] engagements

"Vanguard significantly increased its stake in $CIFR Cipher Mining by about 62% and disclosed a 5% ownership position in $ONDS Ondas. The company also reported a larger holding in $ASTS AST SpaceMobile and filed a new $26 million position in $NBIS NBIS"
X Link 2026-01-31T17:06Z [----] followers, [----] engagements

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