#  @Tickerwire Ticker Wire Ticker Wire posts on X about ai, target, $uuuu, up to the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1915798875912470528/interactions)  - [--] Week [-------] +117% - [--] Month [-------] +278% - [--] Months [---------] +533% ### Mentions: [--] [#](/creator/twitter::1915798875912470528/posts_active)  - [--] Week [---] +11% - [--] Month [---] +45% - [--] Months [-----] +229% ### Followers: [-----] [#](/creator/twitter::1915798875912470528/followers)  - [--] Week [-----] +7.30% - [--] Month [-----] +20% - [--] Months [-----] +286% ### CreatorRank: [-------] [#](/creator/twitter::1915798875912470528/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 76.66% [technology brands](/list/technology-brands) 36.59% [finance](/list/finance) #5192 [countries](/list/countries) 14.98% [cryptocurrencies](/list/cryptocurrencies) #7286 [automotive brands](/list/automotive-brands) 4.18% [celebrities](/list/celebrities) 3.48% [currencies](/list/currencies) 3.48% [financial services](/list/financial-services) #793 [travel destinations](/list/travel-destinations) 2.44% **Social topic influence** [ai](/topic/ai) 36.59%, [target](/topic/target) 16.03%, [$uuuu](/topic/$uuuu) #2, [up to](/topic/up-to) #616, [ceo](/topic/ceo) #3351, [$mp](/topic/$mp) #1, [$uamy](/topic/$uamy) #2, [$usar](/topic/$usar) #2, [$crml](/topic/$crml) #3, [$lac](/topic/$lac) #1 **Top accounts mentioned or mentioned by** [@evag6068](/creator/undefined) [@grok](/creator/undefined) [@bht124434](/creator/undefined) [@miscomputate](/creator/undefined) [@desanto_steve](/creator/undefined) [@iowapatriot](/creator/undefined) [@lbetkoski](/creator/undefined) [@billackman](/creator/undefined) [@uheardherelast](/creator/undefined) [@askxeela](/creator/undefined) [@ghconger](/creator/undefined) [@bigeye306](/creator/undefined) [@greg06679569](/creator/undefined) [@jweil130](/creator/undefined) [@rrutilius753](/creator/undefined) [@nicosintichakis](/creator/undefined) [@trothell62855](/creator/undefined) [@samyouwellflynn](/creator/undefined) [@wizardofdigi19](/creator/undefined) [@dundrum1960guy](/creator/undefined) **Top assets mentioned** [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [MP Materials Corp. (MP)](/topic/$mp) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Iris Energy Limited (IREN)](/topic/$iren) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [TeraWulf Inc. (WULF)](/topic/$wulf) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Redwire Corporation (RDW)](/topic/$rdw) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [CLEANSPARK INC (CLSK)](/topic/$clsk) [NuScale Power Corporation (SMR)](/topic/$smr) [Uranium Energy Corp. (UEC)](/topic/$uec) [Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Micron Technology, Inc. (MU)](/topic/$mu) [Oklo Inc. (OKLO)](/topic/$oklo) [Planet Labs PBC (PL)](/topic/$pl) [Novo-Nordisk (NVO)](/topic/$nvo) [Constellation Energy Corp (CEG)](/topic/$ceg) [Centrus Energy Corp. (LEU)](/topic/$leu) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Western Digital Corp (WDC)](/topic/$wdc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Sandisk Corporation (SNDK)](/topic/$sndk) [NANO Nuclear Energy Inc. (NNE)](/topic/$nne) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/microsoft) [Stacks (STX)](/topic/$stx) [NextEra Energy Inc (NEE)](/topic/$nee) [Bloom Energy Corporation (BE)](/topic/$be) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Tesla, Inc. (TSLA)](/topic/$tsla) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Bitcoin (BTC)](/topic/$btc) [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Advanced Micro Devices (AMD)](/topic/$amd) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Eli Lilly and Company (LLY)](/topic/$lly) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) ### Top Social Posts Top posts by engagements in the last [--] hours "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 $NVDA Nvidia Rubin" [X Link](https://x.com/Tickerwire/status/2020857505690059128) 2026-02-09T13:49Z [----] followers, [----] engagements "$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](https://x.com/Tickerwire/status/1982793536752791765) 2025-10-27T12:56Z [----] followers, [---] engagements "Shares of U.S. health insurers fall premarket after President Trump urges cutting subsidies to ACA health insurers. $CNC Centene -8% $OSCR Oscar Health -8% $MOH Molina -5% $ELV Elevance Health -3% $UNH UnitedHealth -1% $CI The Cigna Group -1% $HUM Humana -1%" [X Link](https://x.com/Tickerwire/status/1987874417398178123) 2025-11-10T13:26Z [----] 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](https://x.com/Tickerwire/status/1998378906647404943) 2025-12-09T13:07Z [----] 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 $75M TTM revenue with APLD expected to own 97% post close in H1 2026" [X Link](https://x.com/Tickerwire/status/2006034854002188653) 2025-12-30T16:09Z [----] followers, [---] engagements "$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. $GOOGL $UBER $NBIS $LYFT $WRD $TSLA CEO Elon Musk says Tesla will have [---] Robotaxis in Austin and over [----] across the Bay Area by year-end. https://t.co/k49obEp6CJ $GOOGL $UBER $NBIS $LYFT $WRD $TSLA CEO Elon Musk says Tesla will have [---] Robotaxis in Austin and over [----] across the Bay Area by year-end. https://t.co/k49obEp6CJ" [X Link](https://x.com/Tickerwire/status/2008395250792825093) 2026-01-06T04:28Z [----] 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](https://x.com/Tickerwire/status/2008534073132916988) 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 $BIDU is taking its AI chip unit Kunlunxin public on the Hong Kong Stock Exchange" [X Link](https://x.com/Tickerwire/status/2008891789353406550) 2026-01-07T13:21Z [----] followers, [---] engagements "$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](https://x.com/Tickerwire/status/2010059557071143064) 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](https://x.com/Tickerwire/status/2010705312257576980) 2026-01-12T13:27Z [----] 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](https://x.com/Tickerwire/status/2012172009757876356) 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 $96M funded by selling" [X Link](https://x.com/Tickerwire/status/2012233657931477283) 2026-01-16T18:41Z [----] followers, [---] engagements "$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 $BITF President Trump: AI plants are building their own power like no ones ever seen." [X Link](https://x.com/Tickerwire/status/2014008188677619942) 2026-01-21T16:12Z [----] followers, [----] engagements "$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](https://x.com/Tickerwire/status/2014235911773720770) 2026-01-22T07:17Z [----] 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 $160 M in pre-tax charges while reinvesting savings into strategic priorities" [X Link](https://x.com/Tickerwire/status/2014346177446396372) 2026-01-22T14:35Z [----] followers, [---] engagements "$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](https://x.com/Tickerwire/status/2014387116466483567) 2026-01-22T17:18Z [----] 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](https://x.com/Tickerwire/status/2014698259344982064) 2026-01-23T13:54Z [----] 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 $FNMA and" [X Link](https://x.com/Tickerwire/status/2015150426639978620) 2026-01-24T19:51Z [----] followers, 15.7K engagements "$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. $FNMA $FMCC $OPEN $Z $DHI $PHM $RKT Trump on Truth Social: Mortgage Rates just hit a Three Year Low despite Jerome "Too Late" Powell and his never ending quest to keep Interest Rates high (against "TRUMP"). https://t.co/fZ9h1gewIe $FNMA $FMCC $OPEN $Z $DHI $PHM $RKT Trump on Truth Social: Mortgage Rates just hit a Three Year Low" [X Link](https://x.com/Tickerwire/status/2015476506009698688) 2026-01-25T17:26Z [----] 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](https://x.com/Tickerwire/status/2015768813367914564) 2026-01-26T12:48Z [----] followers, [---] engagements "RBC Capital reiterates $SRPT Sarepta at Sector Perform with a $18 price target unchanged. The firm flags slowing Elevidys uptake sees [----] sales estimates as too optimistic and points to rising commercial risk across the early stage pipeline. 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. [--] [----]. https://t.co/WBwdIsSq9k Sarepta Therapeutics $SRPT will present 3-year topline data from the Phase" [X Link](https://x.com/Tickerwire/status/2015778691050295718) 2026-01-26T13:27Z [----] followers, [---] engagements "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+. 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. [--] [----]. https://t.co/WBwdIsSq9k Sarepta Therapeutics $SRPT will present 3-year" [X Link](https://x.com/Tickerwire/status/2015782348563108198) 2026-01-26T13:42Z [----] followers, [----] engagements "$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 $OPEN" [X Link](https://x.com/Tickerwire/status/2015822843888742816) 2026-01-26T16:23Z [----] followers, 12K engagements "$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](https://x.com/Tickerwire/status/2016013278229758028) 2026-01-27T04:59Z [----] followers, [----] engagements "Redwire $RDW has secured a spot on the Missile Defense Agencys $151B SHIELD IDIQ contract enabling it to compete for task orders supporting next generation homeland and layered defense technologies. The multiaward vehicle spans a decade with no guaranteed revenue. $KTOS $ASTS $IONQ $LHX $AVGO $TDY The Missile Defense Agency (MDA) awarded an additional [---] vendors under its SHIELD multiple award IDIQ contract. The vehicle supports rapid competition of task orders for layered homeland defense AI and advanced engineering solutions. https://t.co/j04AuULOTf $KTOS $ASTS $IONQ $LHX $AVGO $TDY The" [X Link](https://x.com/Tickerwire/status/2016121791375409519) 2026-01-27T12:11Z [----] 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](https://x.com/Tickerwire/status/2016192208005955598) 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](https://x.com/Tickerwire/status/2016333339658207315) 2026-01-28T02:11Z [----] followers, 20.5K engagements "Ondas $ONDS American Robotics Optimus drone has been added to the DCMA Blue UAS Cleared List confirming NDAA compliance and meeting DoD cybersecurity and supply chain standards. The approval enables faster federal procurement for defense and critical infrastructure missions. Ondas Inc. $ONDS has filed to let existing stockholders sell up to 1.62M shares of common stock. The proceeds from the offering will go to the selling shareholders not to the company. https://t.co/QvEiGxRuXm Ondas Inc. $ONDS has filed to let existing stockholders sell up to 1.62M shares of common stock. The proceeds from" [X Link](https://x.com/Tickerwire/status/2016509757285405166) 2026-01-28T13:52Z [----] followers, [---] engagements "KeyBanc reiterates Overweight on $UNH UnitedHealth and maintains a $400 price target viewing the valuation as overly discounted. Analysts expect final MA rates to improve citing a strong MLR beat despite uncertainty tied to the [----] proposal. $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. https://t.co/1qVipK6yPn $CNC $UNH $OSCR $MOH $ELV $CI $HUM WSJ reports CMS and the" [X Link](https://x.com/Tickerwire/status/2016511119779926196) 2026-01-28T13:58Z [----] followers, [---] engagements "C3 .AI $AI is reportedly in talks to merge with Automation Anywhere a leading robotic process automation startup potentially giving the private firm a public listing through the deal. Neither company has confirmed the discussions and details remain unverified" [X Link](https://x.com/Tickerwire/status/2016517542861488540) 2026-01-28T14:23Z [----] followers, [----] engagements "Barclays initiates at Equalweight on $BE Bloom Energy setting a $153 price target and citing accelerating demand for SOFC technology supported by rapid deployment cost improvements and major contract wins. Analyst views the current valuation as fairly priced. 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" [X Link](https://x.com/Tickerwire/status/2016529870948589991) 2026-01-28T15:12Z [----] 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 $SOUN has partnered with" [X Link](https://x.com/Tickerwire/status/2016531260370513999) 2026-01-28T15:18Z [----] followers, [---] engagements "$NVDA $IONQ $LAES $RGTI $QUBT $QBTS Nvidia urges Congress to reauthorize the National Quantum Initiative. The company says continued federal support is crucial to maintain U.S. leadership in quantum computing networking and commercialization efforts. $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." [X Link](https://x.com/Tickerwire/status/2016584317036814645) 2026-01-28T18:49Z [----] followers, [----] engagements "ByteDance and $BABA Alibaba are set to launch new AI models in China including DouBao [---] and upgraded Qwen versions as both firms compete to expand their presence in consumer and enterprise AI" [X Link](https://x.com/Tickerwire/status/2016895054582075476) 2026-01-29T15:23Z [----] followers, [---] engagements "ZenaTechs $ZENA Taiwan Spider Vision Sensors facility is now producing NDAAcompliant drone components with pilot PCB production underway and full capacity expected this quarter. These parts will support ZenaDrone [----] and IQ Series with final U.S. assembly in Mesa Arizona" [X Link](https://x.com/Tickerwire/status/2016897937453076801) 2026-01-29T15:35Z [----] followers, [---] engagements "BMO Capital reiterates Outperform on $NEE NextEra Energy and raises the price target to $95. Analyst cites steady EPS growth strong renewables momentum and reaffirmed [----] guidance as drivers of long term upside. NextEra Energy $NEE and Meta $META have signed [---] GW of clean energy deals including [--] PPAs and [--] energy storage agreements. The projects span ERCOT SPP MISO and New Mexico set to come online [----] - [----] supporting solar battery storage and thousands of jobs. https://t.co/Jc1fSTi9Rd NextEra Energy $NEE and Meta $META have signed [---] GW of clean energy deals including [--] PPAs and 2" [X Link](https://x.com/Tickerwire/status/2016901770082210196) 2026-01-29T15:50Z [----] followers, [---] engagements "$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](https://x.com/Tickerwire/status/2017173581000855841) 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](https://x.com/Tickerwire/status/2017244079286075590) 2026-01-30T14:30Z [----] followers, [----] engagements "Bernstein reiterates Outperform on $UNH UnitedHealth and maintains a $405 price target. The firm addresses buyside concerns after the MA advance rate cut and volatile Q4 while viewing the long term EPS trajectory as intact. UnitedHealthcare $UNH has launched a [--] month Rural Payment Acceleration Pilot to speed Medicare Advantage payments to independent rural hospitals by 50% cutting collection times to under [--] days in Oklahoma Idaho Minnesota and Missouri to support rural hospitals cash flow. https://t.co/0AAc1jKCjR UnitedHealthcare $UNH has launched a [--] month Rural Payment Acceleration Pilot" [X Link](https://x.com/Tickerwire/status/2017244827143045457) 2026-01-30T14:33Z [----] followers, [---] engagements "Gaming stocks declined after $GOOGL Google unveiled an AI world creation tool that can generate interactive environments from text and images. Shares of $U Unity $TTWO Take-Two and $RBLX Roblox fell as investors weighed potential disruption to game engines and UGC platforms. Googles $GOOGL Gemini API calls have surged to about [--] billion by August more than doubling in just a few months. Gemini Enterprise has grown to roughly [--] million subscribers reflecting strong adoption among developers and businesses. https://t.co/br29p52exW Googles $GOOGL Gemini API calls have surged to about [--] billion" [X Link](https://x.com/Tickerwire/status/2017284713879359781) 2026-01-30T17:12Z [----] followers, [---] engagements "Eli Lilly $LLY will invest over $3.5B to build a new manufacturing facility in Fogelsville Pennsylvania producing injectable medicines and devices including next generation weightloss therapy retatrutide. Construction will start in [----] with operations expected by 2031" [X Link](https://x.com/Tickerwire/status/2017306060282073569) 2026-01-30T18:36Z [----] followers, [---] engagements "$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. Bloomberg reports that Elon Musks SpaceX is exploring potential merger options with $TSLA Tesla or xAI. The discussions are said to be preliminary with no deal structure or timeline confirmed as the company weighs strategic alternatives. https://t.co/FPsPscKBZr Bloomberg reports that Elon Musks SpaceX is exploring potential merger options" [X Link](https://x.com/Tickerwire/status/2017530735989825744) 2026-01-31T09:29Z [----] followers, [----] engagements "$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](https://x.com/Tickerwire/status/2017539765961421116) 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](https://x.com/Tickerwire/status/2018022770454700348) 2026-02-01T18:04Z [----] followers, [---] engagements "Amazons $AMZN AWS has secured U.S. mined copper from $RIO Rio Tintos Johnson Camp mine in Arizona for the first time in over a decade using the Nuton bioleaching process. The move supports AI driven data centers amid rising copper demand and tight global supply" [X Link](https://x.com/Tickerwire/status/2018042533339971726) 2026-02-01T19:23Z [----] followers, [---] engagements "$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](https://x.com/Tickerwire/status/2018046414241280394) 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](https://x.com/Tickerwire/status/2018195772647633282) 2026-02-02T05:32Z [----] 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](https://x.com/Tickerwire/status/2018266367271837711) 2026-02-02T10:12Z [----] 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](https://x.com/Tickerwire/status/2018308779545333849) 2026-02-02T13:01Z [----] followers, [---] engagements "Coty $COTY has partnered with OpenAI to deploy ChatGPT Enterprise across its organization enhancing productivity creativity and operational efficiency. The collaboration emphasizes strong governance enterprise-grade security and responsible AI adoption" [X Link](https://x.com/Tickerwire/status/2018310444558283106) 2026-02-02T13:08Z [----] 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](https://x.com/Tickerwire/status/2018360458345071068) 2026-02-02T16:26Z [----] followers, [----] engagements "Draganfly $DPRO has won a contract to supply Flex FPV drones and provide FPV training to U.S. Air Force Special Operations Command units with DelMar Aerospace. Training begins mid-February at Camp Pendleton covering assembly flight repair and mission planning. Draganfly $DPRO is exploring a strategic defense and security collaboration with Babcock and Critical Infrastructure Technologies. The partnership aims to combine UAV sensor and defense tech to support Asia Pacific security border protection and disaster response. https://t.co/viELglbq3l Draganfly $DPRO is exploring a strategic defense" [X Link](https://x.com/Tickerwire/status/2018367223195398521) 2026-02-02T16:53Z [----] followers, [---] engagements "$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](https://x.com/Tickerwire/status/2018392297252221296) 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 $WULF said its JV subsidiary Flash Compute closed a" [X Link](https://x.com/Tickerwire/status/2018436411251409224) 2026-02-02T21:28Z [----] followers, [----] engagements "$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](https://x.com/Tickerwire/status/2018734593525023161) 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 $0.25 beating estimates with" [X Link](https://x.com/Tickerwire/status/2018740318464799154) 2026-02-03T17:36Z [----] followers, [---] engagements "$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 $PFE CEO Albert Bourla says the company plans to launch next" [X Link](https://x.com/Tickerwire/status/2018755809325482463) 2026-02-03T18:37Z [----] followers, [---] engagements "$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 $12B strategic" [X Link](https://x.com/Tickerwire/status/2018786893643846107) 2026-02-03T20:41Z [----] followers, [----] engagements "$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 $INTC Intels CEO said that after progress with its 18A process technology a couple customers are now showing early external" [X Link](https://x.com/Tickerwire/status/2018788951843332470) 2026-02-03T20:49Z [----] followers, [---] engagements "$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 $LAC Global demand for rare earth magnets is set to rise sharply from [----] to [----] due to" [X Link](https://x.com/Tickerwire/status/2018990901402689879) 2026-02-04T10:11Z [----] followers, [---] engagements "$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](https://x.com/Tickerwire/status/2019115490808156338) 2026-02-04T18:27Z [----] followers, [----] engagements "Grab $GRAB is now the exclusive SE Asia distributor for $HSAI Hesai Lidar. The deal scales 3D sensing for regional robotics and logistics while securing a hardware pipeline for Grabs own autonomous mapping and mobility fleet" [X Link](https://x.com/Tickerwire/status/2019118844519018570) 2026-02-04T18:40Z [----] followers, [---] engagements "$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](https://x.com/Tickerwire/status/2019154896722043392) 2026-02-04T21:03Z [----] followers, [----] engagements "TSMC $TSM is set to invest approximately $17 billion to begin mass production of advanced 3nm chips in Kumamoto Japan. Upgraded from its 6nm plan the site becomes Japans first domestic 3nm hub for AI and automotive chips backed by significant additional government subsidies" [X Link](https://x.com/Tickerwire/status/2019261754572960184) 2026-02-05T04:08Z [----] followers, [---] engagements "$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](https://x.com/Tickerwire/status/2019263793440915638) 2026-02-05T04:16Z [----] followers, [----] engagements "Alphabet $GOOGL beats Q4 estimates as revenue hits $113.8B. Google Cloud backlog surged 55% to $240B and $AAPL Apple named Google its preferred AI cloud partner. Alphabet guided [----] CapEx to a record $185B to meet explosive demand for Gemini 3" [X Link](https://x.com/Tickerwire/status/2019267048057217093) 2026-02-05T04:29Z [----] followers, [---] engagements "Alphabet $GOOGL CEO Sundar Pichai confirms $AAPL Apple has selected Google Cloud as its preferred provider for next generation AI models. Google Clouds backlog surged 55% sequentially to $240 billion in Q4 driven by explosive demand for Gemini and enterprise AI tools. Alphabet $GOOGL beats Q4 estimates as revenue hits $113.8B. Google Cloud backlog surged 55% to $240B and $AAPL Apple named Google its preferred AI cloud partner. Alphabet guided [----] CapEx to a record $185B to meet explosive demand for Gemini [--]. https://t.co/8DTWxqPj1i Alphabet $GOOGL beats Q4 estimates as revenue hits $113.8B." [X Link](https://x.com/Tickerwire/status/2019267839375663369) 2026-02-05T04:32Z [----] followers, [----] engagements "$NVDA $BABA $AMD The Trump administration is willing to allow ByteDance to purchase Nvidia H200 chips but shipments are stalled. Nvidia has not agreed to "commercially impractical" KYC conditions and 25% federal fees currently drafted by U.S. regulators. $NVDA $BABA $AMD Nvidias H200 sales to China remain stalled despite White House approval. A State Department security review is delaying licenses prompting Chinese firms to pause orders as they await clarity on export conditions and US-mandated fees. https://t.co/AceNEM3p3o $NVDA $BABA $AMD Nvidias H200 sales to China remain stalled despite" [X Link](https://x.com/Tickerwire/status/2019269036148932769) 2026-02-05T04:37Z [----] followers, [---] engagements "Baidu $BIDU has approved a new $5 billion share buyback program effective through December [--] [----]. For the first time in its 26-year history the company has also adopted a formal dividend policy with the inaugural payout expected in [----]. Baidu $BIDU is reportedly considering upgrading its Hong Kong listing from secondary to primary status to broaden investor access and reduce reliance on U.S. markets. The move could improve eligibility for Stock Connect and strengthen its capital base in Asia. https://t.co/LgtBZ9lfFe Baidu $BIDU is reportedly considering upgrading its Hong Kong listing from" [X Link](https://x.com/Tickerwire/status/2019271392299217266) 2026-02-05T04:46Z [----] followers, [---] engagements "Alphabet $GOOGL has guided [----] CapEx to a record $175B$185B effectively doubling its [----] spend. The surge aims to meet "unprecedented" demand for Gemini [--] and fulfill a $240B cloud backlog far exceeding analyst estimates of $119.5B. Alphabet $GOOGL CEO Sundar Pichai confirms $AAPL Apple has selected Google Cloud as its preferred provider for next generation AI models. Google Clouds backlog surged 55% sequentially to $240 billion in Q4 driven by explosive demand for Gemini and enterprise AI tools. https://t.co/fB7WLMQoLV Alphabet $GOOGL CEO Sundar Pichai confirms $AAPL Apple has selected" [X Link](https://x.com/Tickerwire/status/2019276170790072624) 2026-02-05T05:05Z [----] 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](https://x.com/Tickerwire/status/2019278070591766778) 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](https://x.com/Tickerwire/status/2019282223879663893) 2026-02-05T05:29Z [----] followers, [----] engagements "QuantumScape $QS has inaugurated its Eagle Line in San Jose marking a major milestone for solid-state batteries. Using the high-speed Cobra process the line will produce QSE-5 B-samples for automotive partners and serve as a GWh licensing blueprint" [X Link](https://x.com/Tickerwire/status/2019338831330423245) 2026-02-05T09:14Z [----] 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 $HSAI Hesai Lidar. The deal scales 3D sensing" [X Link](https://x.com/Tickerwire/status/2019340721371988325) 2026-02-05T09:22Z [----] followers, [---] engagements "$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](https://x.com/Tickerwire/status/2019361346689876225) 2026-02-05T10:43Z [----] followers, [----] engagements "Bitcoin $BTC falls below $70000 down over 7% in the past [--] hours. Ethereum $ETH falls below $2100 down around 8% in the past [--] hours. Strategy $MSTR -5% MARA $MARA -4% Coinbase $COIN -3% Bitmine $BMNR -3% SharpLink $SBET -4%" [X Link](https://x.com/Tickerwire/status/2019375532534858137) 2026-02-05T11:40Z [----] followers, [---] engagements "IBM $IBM has been selected for the Missile Defense Agencys (MDA) $151B SHIELD program. As part of the Golden Dome initiative IBM will deploy AI-enabled sensing and open-architecture tools to accelerate threat detection and national defense readiness. Redwire $RDW has secured a spot on the Missile Defense Agencys $151B SHIELD IDIQ contract enabling it to compete for task orders supporting next generation homeland and layered defense technologies. The multiaward vehicle spans a decade with no guaranteed revenue. https://t.co/RgiMITUe3P Redwire $RDW has secured a spot on the Missile Defense" [X Link](https://x.com/Tickerwire/status/2019426057817149622) 2026-02-05T15:01Z [----] followers, [---] engagements "Goldman Sachs has reiterated its Buy rating for $NVDA Nvidia with a $250 price target. Analysts expect first-half catalysts from hyperscaler spending and rising demand for Blackwell-based models from partners like OpenAI and Anthropic. NVIDIA $NVDA and Microsoft $MSFT are deepening their partnership with Anthropic. Anthropic pledges $30B to Azure compute and will deploy up to [--] GW on Grace Blackwell and Vera Rubin systems. https://t.co/Ut1CECG6z4 NVIDIA $NVDA and Microsoft $MSFT are deepening their partnership with Anthropic. Anthropic pledges $30B to Azure compute and will deploy up to [--] GW" [X Link](https://x.com/Tickerwire/status/2019426793657364520) 2026-02-05T15:04Z [----] followers, [---] engagements "Goldman Sachs has reiterated its Buy rating and $500 price target for $AVGO Broadcom while maintaining the stock as a Top Pick. Analysts highlight strong AI spending momentum and leadership in custom silicon as key drivers for robust networking growth. Broadcom $AVGO launched the first unified Wi-Fi [--] platform for AI-ready enterprises. Powered by the BCM49438 APU and Trident X3+ switch it integrates edge AI and PQC-secure networking to deliver ultra-low latency and 25% less packet loss. https://t.co/l62OkBejfA Broadcom $AVGO launched the first unified Wi-Fi [--] platform for AI-ready" [X Link](https://x.com/Tickerwire/status/2019427205248610439) 2026-02-05T15:05Z [----] followers, [---] engagements "$PFE $NVO $LLY $HIMS Hims & Hers has launched a compounded semaglutide pill starting at a $49 introductory price. The needle-free alternative to Wegovy aims to disrupt the weight loss market offering a $99/month long-term rate vs. the $199 branded version. $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. https://t.co/Qfm3Btvqb9 $PFE $NVO $LLY $HIMS Pfizers obesity drug PF3944 delivered up to" [X Link](https://x.com/Tickerwire/status/2019429031960277294) 2026-02-05T15:12Z [----] followers, [---] engagements "H.C. Wainwright has reiterated its Buy rating and $14 price target for $DPRO Draganfly. Analysts expect a significant revenue acceleration in [----] as the company pivots toward U.S. military drone contracts and NATO aligned defense spending. Draganfly $DPRO has won a contract to supply Flex FPV drones and provide FPV training to U.S. Air Force Special Operations Command units with DelMar Aerospace. Training begins mid-February at Camp Pendleton covering assembly flight repair and mission planning. https://t.co/nBViPl309Y Draganfly $DPRO has won a contract to supply Flex FPV drones and provide" [X Link](https://x.com/Tickerwire/status/2019435648726528156) 2026-02-05T15:39Z [----] followers, [---] engagements "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. $PFE $NVO $LLY $HIMS Hims & Hers has launched a compounded semaglutide pill starting at a $49 introductory price. The needle-free alternative to Wegovy aims to disrupt the weight loss market offering a $99/month long-term rate vs. the $199 branded version. https://t.co/NkFobEYBdG $PFE $NVO $LLY $HIMS Hims & Hers has launched a compounded semaglutide pill" [X Link](https://x.com/Tickerwire/status/2019454548813742234) 2026-02-05T16:54Z [----] followers, [----] engagements "$IREN $CLSK $CIFR $BITF $WULF $CRWV Anthropic has launched Claude Opus [---] setting new records in finance and legal benchmarks. With a 1M token context window and enhanced "Agentic" capabilities the model outperformed GPT-5.2 in complex reasoning for enterprise workflows" [X Link](https://x.com/Tickerwire/status/2019483780835340529) 2026-02-05T18:50Z [----] followers, [---] engagements "Amazon $AMZN reported record Q4 revenue of $213.4B with AWS accelerating to 24% growth. Despite strong cloud and ads performance investors are focused on a massive $200B capex forecast for [----] to fund AI chips and robotics" [X Link](https://x.com/Tickerwire/status/2019547430669414410) 2026-02-05T23:03Z [----] followers, [---] engagements "IREN $IREN missed Q2 revenue expectations at $184.7M as it pivots from mining to AI. Despite a $155M net loss the firm secured a $3.6B GPU financing deal for $MSFT Microsoft and eyes $3.4B in annual revenue by end of [----] with a 4.5GW power pipeline" [X Link](https://x.com/Tickerwire/status/2019558769190195334) 2026-02-05T23:48Z [----] followers, [----] engagements "Amazon $AMZN AWS custom chips have hit a $10B annual run rate with Trainium2 powering Anthropics Claude via the 500k-chip Project Rainier. Trainium3 supply nearly committed and Graviton5 leading on price-perf Amazon is a top AI hardware play. Amazon $AMZN reported record Q4 revenue of $213.4B with AWS accelerating to 24% growth. Despite strong cloud and ads performance investors are focused on a massive $200B capex forecast for [----] to fund AI chips and robotics. https://t.co/EupRb0bSkg Amazon $AMZN reported record Q4 revenue of $213.4B with AWS accelerating to 24% growth. Despite strong" [X Link](https://x.com/Tickerwire/status/2019560843915194696) 2026-02-05T23:56Z [----] followers, [---] engagements "IREN $IREN has secured a landmark $3.6B GPU financing deal at less than 6% to fund its $9.7B Microsoft contract. With a new 1.6GW Oklahoma site boosting its power pipeline to 4.5GW the firm is on track for $3.4B in annual AI revenue by end of [----]. IREN $IREN missed Q2 revenue expectations at $184.7M as it pivots from mining to AI. Despite a $155M net loss the firm secured a $3.6B GPU financing deal for $MSFT Microsoft and eyes $3.4B in annual revenue by end of [----] with a 4.5GW power pipeline. https://t.co/o73pFwxg9k IREN $IREN missed Q2 revenue expectations at $184.7M as it pivots from" [X Link](https://x.com/Tickerwire/status/2019562952043688410) 2026-02-06T00:05Z [----] followers, [----] engagements "$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](https://x.com/Tickerwire/status/2019581825396650080) 2026-02-06T01:20Z [----] followers, [----] engagements "India is eyeing up to $80 billion in $BA Boeing aircraft orders potentially reaching $100 billion with parts as part of a new U.S. trade deal. U.S. tariffs drop to 18% immediately but claims of "zero duties" and $500B in buys remain unconfirmed. 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. https://t.co/9EGSgoAFrG Saudia is in talks with Boeing $BA and Airbus $EADSY for a historic order of at" [X Link](https://x.com/Tickerwire/status/2019671183130784149) 2026-02-06T07:15Z [----] followers, [---] engagements "$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. $IREN $CLSK $CIFR $BITF $WULF $CRWV Goldman Sachs sees Europes data center capacity nearly tripling by [----] driven by rising AI and cloud demand. Capacity is expected to grow from roughly 15GW to about 40GW with power and grid availability emerging as key constraints. https://t.co/jSjxOSWNCs $IREN $CLSK $CIFR $BITF $WULF" [X Link](https://x.com/Tickerwire/status/2019673255670690280) 2026-02-06T07:23Z [----] followers, [---] engagements "CrowdStrike $CRWD signed a landmark MoU with Aramco on Feb [--] to build AI-powered security for Saudi Arabias critical infrastructure. The deal explores a new regional HQ and in-country cloud to support Vision 2030s digital transformation" [X Link](https://x.com/Tickerwire/status/2019720485484064820) 2026-02-06T10:31Z [----] followers, [---] engagements "Intel $INTC and AMD $AMD have warned Chinese clients of severe server CPU shortages. With Intel lead times hitting six months and prices up 10% the AI boom is now draining traditional compute supply leaving firms like $BABA Alibaba facing deep backlogs. $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. https://t.co/gwfvIm7kNM $MU $SNDK $WDC $ASML $AMAT $STX Nvidia is reportedly delaying all new" [X Link](https://x.com/Tickerwire/status/2019728449406173609) 2026-02-06T11:02Z [----] followers, [---] engagements "Compass Point reiterates its Buy rating for $IREN IREN and maintains the price target at $105. Analysts highlight 4.5GW of secured power and robust liquidity as critical drivers viewing major hyperscaler contract wins as a certainty for the AI infrastructure player. IREN $IREN has secured a landmark $3.6B GPU financing deal at less than 6% to fund its $9.7B Microsoft contract. With a new 1.6GW Oklahoma site boosting its power pipeline to 4.5GW the firm is on track for $3.4B in annual AI revenue by end of [----]. https://t.co/iPoGvTuIhg IREN $IREN has secured a landmark $3.6B GPU financing deal" [X Link](https://x.com/Tickerwire/status/2019743396391235710) 2026-02-06T12:02Z [----] followers, [---] engagements "Citizens maintains its Market Outperform rating for $IREN IREN and maintains the price target at $80. Analyst sees a powerful pivot toward AI data centers with over 3GW of capacity projecting $50 per share in upside as leasing execution gains steam. IREN $IREN has secured a landmark $3.6B GPU financing deal at less than 6% to fund its $9.7B Microsoft contract. With a new 1.6GW Oklahoma site boosting its power pipeline to 4.5GW the firm is on track for $3.4B in annual AI revenue by end of [----]. https://t.co/iPoGvTuIhg IREN $IREN has secured a landmark $3.6B GPU financing deal at less than 6%" [X Link](https://x.com/Tickerwire/status/2019744974850437403) 2026-02-06T12:08Z [----] 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 $CLSK has secured [---] acres in Brazoria County Texas to develop a [---] MW data center." [X Link](https://x.com/Tickerwire/status/2019798757043241008) 2026-02-06T15:42Z [----] followers, [---] engagements "$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 $NVDA" [X Link](https://x.com/Tickerwire/status/2019802551689056507) 2026-02-06T15:57Z [----] followers, [---] engagements "$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 $HIMS The FDA is launching a major crackdown on illegal copycat drugs." [X Link](https://x.com/Tickerwire/status/2019945744162332981) 2026-02-07T01:26Z [----] followers, [---] engagements "$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 $660B AI spending spree as a" [X Link](https://x.com/Tickerwire/status/2019972634893779417) 2026-02-07T03:13Z [----] followers, [----] engagements "$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](https://x.com/Tickerwire/status/2020018004399141141) 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 $UBER CEO" [X Link](https://x.com/Tickerwire/status/2020019967069155582) 2026-02-07T06:21Z [----] followers, [---] engagements "$SPX $SPY $QQQ $BTC $ETH President Trump predicts the US stock market will double by the end of his term" [X Link](https://x.com/Tickerwire/status/2020021361633292736) 2026-02-07T06:26Z [----] followers, [---] engagements "$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 $LAC" [X Link](https://x.com/Tickerwire/status/2020178936911859891) 2026-02-07T16:52Z [----] followers, [----] engagements "$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 $STX Counterpoint" [X Link](https://x.com/Tickerwire/status/2020367312998801649) 2026-02-08T05:21Z [----] followers, [---] engagements "$RCAT $PLTR $KTOS $UMAC $DPRO $ONDS President Trump says the US is negotiating "total access" to Greenland to construct the Golden Dome air defense system. Trump: "We are getting everything we want at no cost." $FLY $IONQ $RDW $RCAT $KTOS $UMAC President Trump from Davos: Were building a golden dome thats by its nature going to be defending Canada. They get a lot of freebies from us. They should be grateful but theyre not. https://t.co/888sTjxeOT $FLY $IONQ $RDW $RCAT $KTOS $UMAC President Trump from Davos: Were building a golden dome thats by its nature going to be defending Canada. They get" [X Link](https://x.com/Tickerwire/status/2020399874450288731) 2026-02-08T07:30Z [----] followers, [---] engagements "$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](https://x.com/Tickerwire/status/2020509079068905858) 2026-02-08T14:44Z [----] 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 $FMCC Freddie Mac. In the last [--] months" [X Link](https://x.com/Tickerwire/status/2020745626955481343) 2026-02-09T06:24Z [----] followers, [----] engagements "$MP $UUUU $UAMY $USAR $LAC $CRML President Trump: We signed landmark critical mineral deals with Australia Malaysia Thailand Ukraine Japan and many others. These deals use state capital and shared frameworks to build a sovereign supply chain. $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 $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't" [X Link](https://x.com/Tickerwire/status/2020761453268226489) 2026-02-09T07:27Z [----] followers, [----] engagements "$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 $SATL" [X Link](https://x.com/Tickerwire/status/2020816426924155047) 2026-02-09T11:05Z [----] followers, [----] engagements "$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](https://x.com/Tickerwire/status/2020820322191032376) 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](https://x.com/Tickerwire/status/2020842446889103839) 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](https://x.com/Tickerwire/status/2020842967754572188) 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](https://x.com/Tickerwire/status/2020843809639424425) 2026-02-09T12:54Z [----] 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](https://x.com/Tickerwire/status/2020852125333348752) 2026-02-09T13:27Z [----] 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](https://x.com/Tickerwire/status/2020866519064821909) 2026-02-09T14:24Z [----] 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](https://x.com/Tickerwire/status/2020893948391375051) 2026-02-09T16:13Z [----] 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](https://x.com/Tickerwire/status/2020897383870345488) 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 $NVO lawsuit is a blatant attack on Americans who rely on" [X Link](https://x.com/Tickerwire/status/2020898397604254195) 2026-02-09T16:31Z [----] followers, [---] engagements "$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](https://x.com/Tickerwire/status/2020900996386611664) 2026-02-09T16:41Z [----] 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](https://x.com/Tickerwire/status/2021021957194743887) 2026-02-10T00:42Z [----] followers, [---] engagements "Metas $META Instagram is internally testing a new standalone app codenamed Instants to rival $SNAP Snapchats disappearing photo format. The prototype focuses on ephemeral messaging and follows a recent expansion of Instagrams Snap Map-style feature" [X Link](https://x.com/Tickerwire/status/2021037884569170332) 2026-02-10T01:45Z [----] followers, [---] engagements "$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](https://x.com/Tickerwire/status/2021044560567443966) 2026-02-10T02:12Z [----] 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 $MU warns DRAM supply constraints will extend beyond [----] with new fabs" [X Link](https://x.com/Tickerwire/status/2021239298754797701) 2026-02-10T15:06Z [----] followers, [---] engagements "$OKLO $SMR $NEE $CEG $LEU $UEC $NNE Elon Musk: In the absence of breakthrough China will utterly dominate in energy. $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 $UUUU President Trump: "The US is going heavy into nuclear. I wasn't a fan of nuclear but the safety progress they've made with nuclear is unbelievable. We are very much into the world of" [X Link](https://x.com/Tickerwire/status/2020314064292049037) 2026-02-08T01:49Z [----] followers, [---] engagements "$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." $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" [X Link](https://x.com/Tickerwire/status/2020501770158723236) 2026-02-08T14:15Z [----] followers, 42K 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](https://x.com/Tickerwire/status/2021639174332592602) 2026-02-11T17:35Z [----] followers, [---] engagements "Ondas $ONDS subsidiary Airobotics has secured a multi-million dollar NATO order for its Iron Drone Raider. Part of a $16.8M European airport initiative the deal validates net-based kinetic interception as a safe civil-compliant solution for critical infrastructure. Ondas $ONDS subsidiary 4M Defense has secured a demining contract worth over $30M in Israel to clear [---] acres along the Syrian border. The project uses autonomous robotics and AI to deliver one of the nations largest-ever land reclamation efforts. https://t.co/rVQN2CZ2Hv Ondas $ONDS subsidiary 4M Defense has secured a demining" [X Link](https://x.com/Tickerwire/status/2022415926830993689) 2026-02-13T21:01Z [----] followers, [----] engagements "Anthropics Claude was utilized in the U.S. military operation to capture Nicols Maduro via its partnership with $PLTR Palantir" [X Link](https://x.com/Tickerwire/status/2022510664393302441) 2026-02-14T03:18Z [----] followers, [---] engagements "$STEC Santech Holdings announced a pivot into AI launching new consumer and enterprise tech products after exiting its wealth and asset management business. The restructuring marks a shift toward positioning itself as an AI-driven technology company" [X Link](https://x.com/Tickerwire/status/1965339348272050361) 2025-09-09T08:59Z [----] followers, [---] 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](https://x.com/Tickerwire/status/1980629213515485620) 2025-10-21T13:36Z [----] 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](https://x.com/Tickerwire/status/1996542590880272504) 2025-12-04T11:30Z [----] 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](https://x.com/Tickerwire/status/1999814327185117440) 2025-12-13T12:11Z [----] 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](https://x.com/Tickerwire/status/2004557467020353648) 2025-12-26T14:18Z [----] followers, [---] engagements "Adlai Nortye $ANL announced an exclusive licensing deal with ASK Pharm for AN9025 in China Hong Kong and Macao with total consideration up to RMB 1.6B. The agreement includes an upfront payment near term milestones over $20M and tiered royalties" [X Link](https://x.com/Tickerwire/status/2005640689875558812) 2025-12-29T14:02Z [----] 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](https://x.com/Tickerwire/status/2008203976668557576) 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](https://x.com/Tickerwire/status/2010945294108852593) 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](https://x.com/Tickerwire/status/2011403423426674933) 2026-01-14T11:42Z [----] 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](https://x.com/Tickerwire/status/2012051276360814630) 2026-01-16T06:36Z [----] 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](https://x.com/Tickerwire/status/2013995042965463169) 2026-01-21T15:20Z [----] 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](https://x.com/Tickerwire/status/2014351647552749914) 2026-01-22T14:57Z [----] 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](https://x.com/Tickerwire/status/2015133599234973931) 2026-01-24T18:44Z [----] 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](https://x.com/Tickerwire/status/2015783016061440167) 2026-01-26T13:44Z [----] 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](https://x.com/Tickerwire/status/2016173183498649989) 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](https://x.com/Tickerwire/status/2016179710489932023) 2026-01-27T16:01Z [----] followers, [---] engagements "Pony AI $PONY expands robotaxi commercialization in China via an ATBB partnership advancing an asset light model focused on premium airport and business travel routes. The rollout uses Gen-7 Robotaxis and supports scaling toward [----] vehicles by 2026" [X Link](https://x.com/Tickerwire/status/2016336955043414157) 2026-01-28T02:26Z [----] followers, [---] engagements "$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](https://x.com/Tickerwire/status/2016561669481386427) 2026-01-28T17:19Z [----] 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 $NBIS NBIS" [X Link](https://x.com/Tickerwire/status/2017645561961451682) 2026-01-31T17:06Z [----] followers, [----] engagements "$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 $UUUU President Trump: "The US is going" [X Link](https://x.com/Tickerwire/status/2018226079048368276) 2026-02-02T07:32Z [----] followers, [----] engagements "$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](https://x.com/Tickerwire/status/2018269204919759223) 2026-02-02T10:24Z [----] 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](https://x.com/Tickerwire/status/2018369785550234021) 2026-02-02T17:03Z [----] 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](https://x.com/Tickerwire/status/2018577273751048689) 2026-02-03T06:48Z [----] followers, [---] engagements "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. Cipher Mining $CIFR acquired the 200MW Ulysses site in Ohio securing [---] acres with AEP Ohio power and PJM market access with energization planned for Q4 [----]. The deal marks its first expansion outside Texas and expands Ciphers pipeline to 3.4GW across eight sites. https://t.co/p4PT5t1zkn Cipher Mining $CIFR acquired the" [X Link](https://x.com/Tickerwire/status/2018737670093156449) 2026-02-03T17:25Z [----] 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 $NVDA aims to launch a robotaxi service with a partner by 2027" [X Link](https://x.com/Tickerwire/status/2018742275694883259) 2026-02-03T17:43Z [----] followers, [---] engagements "$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 $INTC confirmed that its first 18A based Panther Lake Core Ultra Series [--] processors will begin shipping by" [X Link](https://x.com/Tickerwire/status/2018751964197392388) 2026-02-03T18:22Z [----] followers, [---] engagements "$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 $LAC Project Vault will stockpile all 60" [X Link](https://x.com/Tickerwire/status/2018974571475738700) 2026-02-04T09:07Z [----] followers, [---] engagements "$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](https://x.com/Tickerwire/status/2018980983723512117) 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](https://x.com/Tickerwire/status/2018985682572902564) 2026-02-04T09:51Z [----] followers, [---] engagements "Hecto Financial becomes the first Korean firm to integrate with $CRCL Circle Payments Network. Building on [----] Arc testnet results the move enables compliant near-instant B2B stablecoin settlement under new South Korean regulations" [X Link](https://x.com/Tickerwire/status/2018988789042225493) 2026-02-04T10:03Z [----] followers, [---] engagements "$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](https://x.com/Tickerwire/status/2019346637202887162) 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](https://x.com/Tickerwire/status/2019351449147437239) 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 $250 discount for Hims & Hers Labs members" [X Link](https://x.com/Tickerwire/status/2019355520520630506) 2026-02-05T10:20Z [----] followers, [---] engagements "$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. $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. https://t.co/NcpPYqqIRJ $MU $SNDK $WDC $ASML $AMAT $QCOM Qualcomm" [X Link](https://x.com/Tickerwire/status/2019430897456738756) 2026-02-05T15:20Z [----] followers, [----] engagements "$HP $UBER $TMO $ORCL $CSCO $TMUS OpenAI has launched Frontier an enterprise platform to deploy "AI coworkers." The system manages autonomous agents across vendors providing a unified layer for onboarding permissions and memory" [X Link](https://x.com/Tickerwire/status/2019451058674889209) 2026-02-05T16:40Z [----] followers, [---] engagements "$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](https://x.com/Tickerwire/status/2019486402258366835) 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](https://x.com/Tickerwire/status/2019546048461697494) 2026-02-05T22:57Z [----] 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](https://x.com/Tickerwire/status/2019676373573595641) 2026-02-06T07:35Z [----] 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](https://x.com/Tickerwire/status/2019691885942698395) 2026-02-06T08:37Z [----] followers, [----] engagements "Galaxy Digital $GLXY has authorized a $200M share buyback program over the next [--] months. CEO Mike Novogratz cites a "position of strength" and a desire to return capital when the stock price deviates from the firms true value. 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 its Helios data center in West" [X Link](https://x.com/Tickerwire/status/2019784603649937880) 2026-02-06T14:45Z [----] followers, [----] engagements "TD Cowen maintains its Hold rating on Bloom Energy $BE and raises the price target to $160. Analyst sees a surge in data center demand driving a 140% backlog spike with [----] revenue guidance topping consensus by 25% despite valuation concerns. 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" [X Link](https://x.com/Tickerwire/status/2019799195138355496) 2026-02-06T15:43Z [----] followers, [---] engagements "TIG maintains its Buy rating for $BE Bloom Energy and increases the price target to $165. Analyst highlights a 39% earnings beat and guidance for 58% revenue growth driven by massive demand from AI data centers and industrial customers. 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 $777.7M as AI data center demand drove a 2.5x" [X Link](https://x.com/Tickerwire/status/2019806196719661459) 2026-02-06T16:11Z [----] followers, [---] engagements "$TSLA $MBLY $AMZN $NVDA $SERV $RR Amazon CEO Andy Jassy confirms the robotic fleet has hit [--] million units calling it just a "fraction" of future potential. Backed by a $200B Capex plan the firm is shifting toward AI-native bots to further slash delivery costs. $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." https://t.co/H6S08czH6Q $TSLA $MBLY $AMZN $NVDA $SERV $RR Elon Musk at WEF: "By the end of next year I think we'd be selling humanoid robots to the public." https://t.co/H6S08czH6Q" [X Link](https://x.com/Tickerwire/status/2019996845355986985) 2026-02-07T04:49Z [----] followers, [---] engagements "$IREN $CLSK $CIFR $BITF $WULF $CRWV AWS CEO Matt Garman confirms insatiable demand has prevented Amazon from ever retiring a functional Nvidia A100 GPU despite the chip being six years old as the hardware remains "sold out" across the AWS fleet. $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 $CRWV Nvidia CEO Jensen Huang tells CNBC that" [X Link](https://x.com/Tickerwire/status/2020096313808114150) 2026-02-07T11:24Z [----] followers, 19.7K engagements "$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 $UUUU BofA" [X Link](https://x.com/Tickerwire/status/2020162216956215488) 2026-02-07T15:46Z [----] followers, [---] engagements "$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. President Trump confirms he will not intervene in the $NFLX Netflix and $PSKY Paramount battle for $WBD Warner Bros. Discovery. Reversing his December stance Trump told NBC News he is "not involved" and will leave the antitrust review to the Justice Department. https://t.co/CW8eRboxqv President Trump confirms he will not" [X Link](https://x.com/Tickerwire/status/2020196116881657998) 2026-02-07T18:01Z [----] followers, [----] engagements "$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](https://x.com/Tickerwire/status/2020218639803461999) 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 $26B charge to reset its business after overestimating EV" [X Link](https://x.com/Tickerwire/status/2020278263487332688) 2026-02-07T23:27Z [----] followers, [---] engagements "$RKLB $ASTS $LUNR $PL $RDW $SATL SpaceX is delaying its Mars plans to prioritize NASAs Moon missions per WSJ. The company is now targeting a March [----] uncrewed lunar landing effectively postponing any Mars attempts until at least the next orbital window in [----]. $RKLB $ASTS $LUNR $PL $RDW $SATL SpaceX and xAI agreed to a [------] share exchange ratio with some xAI executives able to elect a $75.46 cash payout instead of SpaceX stock. Management said the transaction is not expected to delay SpaceXs IPO. https://t.co/eEC4K3Kzob $RKLB $ASTS $LUNR $PL $RDW $SATL SpaceX and xAI agreed to a 0.1433" [X Link](https://x.com/Tickerwire/status/2020281731681775784) 2026-02-07T23:41Z [----] followers, [----] engagements "$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 $HIMS The FDA is launching a major crackdown on illegal copycat" [X Link](https://x.com/Tickerwire/status/2020300714166424006) 2026-02-08T00:56Z [----] followers, [---] engagements "$MP $UUUU $UAMY $USAR $CRML $LAC The Trump admin launched the FORGE trading bloc to counter China's mineral dominance. Using a $12B reserve (Project Vault) and tariff-backed price floors the US aims to secure supply for defense EVs and AI hardware. $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 $LAC Vice President" [X Link](https://x.com/Tickerwire/status/2020340092574003446) 2026-02-08T03:33Z [----] followers, [----] engagements "$AMZN $RKLB $ASTS $LUNR $PL $RDW Space economy is at an inflection point projected to hit $1.8T by [----] per McKinsey. This growth spans "backbone" hardware like satellites and "reach" applications that help non-space industries generate massive new revenue" [X Link](https://x.com/Tickerwire/status/2020490209109102717) 2026-02-08T13:29Z [----] 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 $777.7M as AI data center demand drove a" [X Link](https://x.com/Tickerwire/status/2020521014216544432) 2026-02-08T15:32Z [----] followers, [---] engagements "$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 $CRWV" [X Link](https://x.com/Tickerwire/status/2020526042293957060) 2026-02-08T15:52Z [----] followers, [----] engagements "$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. $AMZN $RKLB $ASTS $LUNR $PL $RDW Space economy is at an inflection point projected to hit $1.8T by [----] per McKinsey. This growth spans "backbone" hardware like satellites and "reach" applications that help non-space industries generate massive new revenue. https://t.co/cGEpbCPE42 $AMZN $RKLB $ASTS $LUNR $PL $RDW Space economy" [X Link](https://x.com/Tickerwire/status/2020645754436808948) 2026-02-08T23:47Z [----] followers, [----] engagements "$MP $UUUU $UAMY $USAR $LAC $CRML United States is mobilizing over $200B to build a sovereign mineral supply chain. With the DFCs cap raised to $205B and the launch of the $12B Project Vault the admin is utilizing state capital and equity stakes to end reliance on China. $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 $CRML Treasury Sec. Scott Bessent: "A country does not have" [X Link](https://x.com/Tickerwire/status/2020689229471486111) 2026-02-09T02:40Z [----] followers, [----] engagements "$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. $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 notes the U.S." [X Link](https://x.com/Tickerwire/status/2020741030451233121) 2026-02-09T06:06Z [----] followers, [---] engagements "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. 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](https://x.com/Tickerwire/status/2020849730540998738) 2026-02-09T13:18Z [----] followers, [----] engagements "Voyager Technologies $VOYG has won a $24.5M NASA contract to manage ISS missions through [----]. The award covers payload integration and mission operations with three new missions onboarding next quarter as Voyager bridges to the Starlab era. 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. https://t.co/wlvEXiW4Rd Voyager $VOYG launches its lunar initiative under the White House "Space Superiority" order. Using" [X Link](https://x.com/Tickerwire/status/2020863547501158763) 2026-02-09T14:13Z [----] 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](https://x.com/Tickerwire/status/2020864771558437188) 2026-02-09T14:18Z [----] followers, [---] engagements "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. 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 $HIMS Hims & Hers for patent infringement and illegal mass" [X Link](https://x.com/Tickerwire/status/2020895065200291956) 2026-02-09T16:18Z [----] followers, [----] engagements "$MP $UUUU $UAMY $USAR $LAC $CRML Project Vault has launched as a $12B public-private partnership to secure a national critical mineral reserve. Backed by a $10B EXIM loan the initiative protects domestic manufacturers from supply shocks and Chinese market influence. $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 $CRML Treasury Sec. Scott Bessent: "A country does not have" [X Link](https://x.com/Tickerwire/status/2020905958764081421) 2026-02-09T17:01Z [----] followers, [----] engagements "$ASTI $RKLB $ASTS $LUNR $PL $RDW $TE Domestic solar markets are positioned for record growth in [----] with [--] GW of utility-scale capacity set to come online. Solar and storage will comprise over 99% of net new grid additions as AI-driven power demand continues to surge. $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 $RDW" [X Link](https://x.com/Tickerwire/status/2020911572600717375) 2026-02-09T17:24Z [----] followers, [----] engagements "$MP $UUUU $UAMY $USAR $LAC $CRML Saudi Arabias PIF is launching its [----] to [----] strategy this week prioritizing AI minerals and industry over mega real estate projects. The $925B fund is scaling back ambitious timelines for The Line to ensure fiscal sustainability. $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 $LAC" [X Link](https://x.com/Tickerwire/status/2020923173353685085) 2026-02-09T18:10Z [----] followers, [----] engagements "$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](https://x.com/Tickerwire/status/2020926276085875134) 2026-02-09T18:22Z [----] 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](https://x.com/Tickerwire/status/2021035679107645522) 2026-02-10T01:37Z [----] followers, [---] engagements "Goldman Sachs has reported a 4.2% stake in $ONDS Ondas Holdings totaling [--------] shares as of year-end [----]. The filing indicates a strategic trim from the firms previous 5.9% position amid the companys ongoing capital expansion. 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. https://t.co/XzNWxEOdpq Vanguard significantly increased its stake in $CIFR Cipher Mining by about 62% and" [X Link](https://x.com/Tickerwire/status/2021038856100102547) 2026-02-10T01:49Z [----] 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](https://x.com/Tickerwire/status/2021237739438362882) 2026-02-10T15:00Z [----] 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](https://x.com/Tickerwire/status/2021241839517323559) 2026-02-10T15:16Z [----] followers, [---] engagements "RBC maintains an Outperform rating on $AMAT Applied Materials and keeps its $385 price target ahead of Q1 results. Analyst expects a solid quarter with [----] upside driven by advanced logic HBM packaging and favorable sector valuations. $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" [X Link](https://x.com/Tickerwire/status/2021242967499911226) 2026-02-10T15:20Z [----] 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](https://x.com/Tickerwire/status/2021248146882392356) 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 $NVO lawsuit is a blatant attack on Americans who rely on" [X Link](https://x.com/Tickerwire/status/2021249655649018192) 2026-02-10T15:47Z [----] followers, [---] engagements "$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](https://x.com/Tickerwire/status/2021489527882453381) 2026-02-11T07:40Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Tickerwire Ticker Wire
Ticker Wire posts on X about ai, target, $uuuu, up to the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
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- [--] Week [-------] +117%
- [--] Month [-------] +278%
- [--] Months [---------] +533%
Mentions: [--] #
- [--] Week [---] +11%
- [--] Month [---] +45%
- [--] Months [-----] +229%
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- [--] Week [-----] +7.30%
- [--] Month [-----] +20%
- [--] Months [-----] +286%
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Social Influence
Social category influence stocks 76.66% technology brands 36.59% finance #5192 countries 14.98% cryptocurrencies #7286 automotive brands 4.18% celebrities 3.48% currencies 3.48% financial services #793 travel destinations 2.44%
Social topic influence ai 36.59%, target 16.03%, $uuuu #2, up to #616, ceo #3351, $mp #1, $uamy #2, $usar #2, $crml #3, $lac #1
Top accounts mentioned or mentioned by @evag6068 @grok @bht124434 @miscomputate @desanto_steve @iowapatriot @lbetkoski @billackman @uheardherelast @askxeela @ghconger @bigeye306 @greg06679569 @jweil130 @rrutilius753 @nicosintichakis @trothell62855 @samyouwellflynn @wizardofdigi19 @dundrum1960guy
Top assets mentioned Energy Fuels Inc. (UUUU) MP Materials Corp. (MP) USA Rare Earth, Inc. Class A Common Stock (USAR) Critical Metals Corp. Ordinary Shares (CRML) Lithium Americas Corp. Common Shares (LAC) Iris Energy Limited (IREN) NVIDIA Corp. (NVDA) Cipher Mining Inc. Common Stock (CIFR) AST SpaceMobile, Inc. Class A Common Stock (ASTS) TeraWulf Inc. (WULF) Bitfarms Ltd. (BITF) Redwire Corporation (RDW) CoreWeave, Inc (CRWV) Rocket Lab USA, Inc. Common Stock (RKLB) CLEANSPARK INC (CLSK) NuScale Power Corporation (SMR) Uranium Energy Corp. (UEC) Intuitive Machines, Inc. (LUNR) Hims & Hers Health, Inc. (HIMS) Micron Technology, Inc. (MU) Oklo Inc. (OKLO) Planet Labs PBC (PL) Novo-Nordisk (NVO) Constellation Energy Corp (CEG) Centrus Energy Corp. (LEU) Applied Materials, Inc. (AMAT) Western Digital Corp (WDC) Alphabet Inc Class A (GOOGL) Sandisk Corporation (SNDK) NANO Nuclear Energy Inc. (NNE) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Stacks (STX) NextEra Energy Inc (NEE) Bloom Energy Corporation (BE) Palantir Technologies Inc. (PLTR) Uber Technologies, Inc. (UBER) Tesla, Inc. (TSLA) Nebius Group N.V. Class A Ordinary Shares (NBIS) Bitcoin (BTC) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Grab Holdings Limited Class A Ordinary Shares (GRAB) Advanced Micro Devices (AMD) Ondas Holdings Inc. Common Stock (ONDS) Eli Lilly and Company (LLY) Paramount Skydance Corporation Class B Common Stock (PSKY)
Top Social Posts
Top posts by engagements in the last [--] hours
"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 $NVDA Nvidia Rubin"
X Link 2026-02-09T13:49Z [----] followers, [----] engagements
"$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
"Shares of U.S. health insurers fall premarket after President Trump urges cutting subsidies to ACA health insurers. $CNC Centene -8% $OSCR Oscar Health -8% $MOH Molina -5% $ELV Elevance Health -3% $UNH UnitedHealth -1% $CI The Cigna Group -1% $HUM Humana -1%"
X Link 2025-11-10T13:26Z [----] 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
"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 $75M TTM revenue with APLD expected to own 97% post close in H1 2026"
X Link 2025-12-30T16:09Z [----] followers, [---] engagements
"$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. $GOOGL $UBER $NBIS $LYFT $WRD $TSLA CEO Elon Musk says Tesla will have [---] Robotaxis in Austin and over [----] across the Bay Area by year-end. https://t.co/k49obEp6CJ $GOOGL $UBER $NBIS $LYFT $WRD $TSLA CEO Elon Musk says Tesla will have [---] Robotaxis in Austin and over [----] across the Bay Area by year-end. https://t.co/k49obEp6CJ"
X Link 2026-01-06T04:28Z [----] 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 $BIDU is taking its AI chip unit Kunlunxin public on the Hong Kong Stock Exchange"
X Link 2026-01-07T13:21Z [----] followers, [---] engagements
"$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
"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 $96M funded by selling"
X Link 2026-01-16T18:41Z [----] followers, [---] engagements
"$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
"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 $160 M in pre-tax charges while reinvesting savings into strategic priorities"
X Link 2026-01-22T14:35Z [----] followers, [---] engagements
"$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
"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
"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 $FNMA and"
X Link 2026-01-24T19:51Z [----] followers, 15.7K engagements
"$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. $FNMA $FMCC $OPEN $Z $DHI $PHM $RKT Trump on Truth Social: Mortgage Rates just hit a Three Year Low despite Jerome "Too Late" Powell and his never ending quest to keep Interest Rates high (against "TRUMP"). https://t.co/fZ9h1gewIe $FNMA $FMCC $OPEN $Z $DHI $PHM $RKT Trump on Truth Social: Mortgage Rates just hit a Three Year Low"
X Link 2026-01-25T17:26Z [----] 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
"RBC Capital reiterates $SRPT Sarepta at Sector Perform with a $18 price target unchanged. The firm flags slowing Elevidys uptake sees [----] sales estimates as too optimistic and points to rising commercial risk across the early stage pipeline. 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. [--] [----]. https://t.co/WBwdIsSq9k Sarepta Therapeutics $SRPT will present 3-year topline data from the Phase"
X Link 2026-01-26T13:27Z [----] followers, [---] engagements
"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+. 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. [--] [----]. https://t.co/WBwdIsSq9k Sarepta Therapeutics $SRPT will present 3-year"
X Link 2026-01-26T13:42Z [----] followers, [----] engagements
"$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
"Redwire $RDW has secured a spot on the Missile Defense Agencys $151B SHIELD IDIQ contract enabling it to compete for task orders supporting next generation homeland and layered defense technologies. The multiaward vehicle spans a decade with no guaranteed revenue. $KTOS $ASTS $IONQ $LHX $AVGO $TDY The Missile Defense Agency (MDA) awarded an additional [---] vendors under its SHIELD multiple award IDIQ contract. The vehicle supports rapid competition of task orders for layered homeland defense AI and advanced engineering solutions. https://t.co/j04AuULOTf $KTOS $ASTS $IONQ $LHX $AVGO $TDY The"
X Link 2026-01-27T12:11Z [----] 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
"Ondas $ONDS American Robotics Optimus drone has been added to the DCMA Blue UAS Cleared List confirming NDAA compliance and meeting DoD cybersecurity and supply chain standards. The approval enables faster federal procurement for defense and critical infrastructure missions. Ondas Inc. $ONDS has filed to let existing stockholders sell up to 1.62M shares of common stock. The proceeds from the offering will go to the selling shareholders not to the company. https://t.co/QvEiGxRuXm Ondas Inc. $ONDS has filed to let existing stockholders sell up to 1.62M shares of common stock. The proceeds from"
X Link 2026-01-28T13:52Z [----] followers, [---] engagements
"KeyBanc reiterates Overweight on $UNH UnitedHealth and maintains a $400 price target viewing the valuation as overly discounted. Analysts expect final MA rates to improve citing a strong MLR beat despite uncertainty tied to the [----] proposal. $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. https://t.co/1qVipK6yPn $CNC $UNH $OSCR $MOH $ELV $CI $HUM WSJ reports CMS and the"
X Link 2026-01-28T13:58Z [----] followers, [---] engagements
"C3 .AI $AI is reportedly in talks to merge with Automation Anywhere a leading robotic process automation startup potentially giving the private firm a public listing through the deal. Neither company has confirmed the discussions and details remain unverified"
X Link 2026-01-28T14:23Z [----] followers, [----] engagements
"Barclays initiates at Equalweight on $BE Bloom Energy setting a $153 price target and citing accelerating demand for SOFC technology supported by rapid deployment cost improvements and major contract wins. Analyst views the current valuation as fairly priced. 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"
X Link 2026-01-28T15:12Z [----] 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 $SOUN has partnered with"
X Link 2026-01-28T15:18Z [----] followers, [---] engagements
"$NVDA $IONQ $LAES $RGTI $QUBT $QBTS Nvidia urges Congress to reauthorize the National Quantum Initiative. The company says continued federal support is crucial to maintain U.S. leadership in quantum computing networking and commercialization efforts. $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."
X Link 2026-01-28T18:49Z [----] followers, [----] engagements
"ByteDance and $BABA Alibaba are set to launch new AI models in China including DouBao [---] and upgraded Qwen versions as both firms compete to expand their presence in consumer and enterprise AI"
X Link 2026-01-29T15:23Z [----] followers, [---] engagements
"ZenaTechs $ZENA Taiwan Spider Vision Sensors facility is now producing NDAAcompliant drone components with pilot PCB production underway and full capacity expected this quarter. These parts will support ZenaDrone [----] and IQ Series with final U.S. assembly in Mesa Arizona"
X Link 2026-01-29T15:35Z [----] followers, [---] engagements
"BMO Capital reiterates Outperform on $NEE NextEra Energy and raises the price target to $95. Analyst cites steady EPS growth strong renewables momentum and reaffirmed [----] guidance as drivers of long term upside. NextEra Energy $NEE and Meta $META have signed [---] GW of clean energy deals including [--] PPAs and [--] energy storage agreements. The projects span ERCOT SPP MISO and New Mexico set to come online [----] - [----] supporting solar battery storage and thousands of jobs. https://t.co/Jc1fSTi9Rd NextEra Energy $NEE and Meta $META have signed [---] GW of clean energy deals including [--] PPAs and 2"
X Link 2026-01-29T15:50Z [----] followers, [---] engagements
"$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
"Bernstein reiterates Outperform on $UNH UnitedHealth and maintains a $405 price target. The firm addresses buyside concerns after the MA advance rate cut and volatile Q4 while viewing the long term EPS trajectory as intact. UnitedHealthcare $UNH has launched a [--] month Rural Payment Acceleration Pilot to speed Medicare Advantage payments to independent rural hospitals by 50% cutting collection times to under [--] days in Oklahoma Idaho Minnesota and Missouri to support rural hospitals cash flow. https://t.co/0AAc1jKCjR UnitedHealthcare $UNH has launched a [--] month Rural Payment Acceleration Pilot"
X Link 2026-01-30T14:33Z [----] followers, [---] engagements
"Gaming stocks declined after $GOOGL Google unveiled an AI world creation tool that can generate interactive environments from text and images. Shares of $U Unity $TTWO Take-Two and $RBLX Roblox fell as investors weighed potential disruption to game engines and UGC platforms. Googles $GOOGL Gemini API calls have surged to about [--] billion by August more than doubling in just a few months. Gemini Enterprise has grown to roughly [--] million subscribers reflecting strong adoption among developers and businesses. https://t.co/br29p52exW Googles $GOOGL Gemini API calls have surged to about [--] billion"
X Link 2026-01-30T17:12Z [----] followers, [---] engagements
"Eli Lilly $LLY will invest over $3.5B to build a new manufacturing facility in Fogelsville Pennsylvania producing injectable medicines and devices including next generation weightloss therapy retatrutide. Construction will start in [----] with operations expected by 2031"
X Link 2026-01-30T18:36Z [----] followers, [---] engagements
"$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. Bloomberg reports that Elon Musks SpaceX is exploring potential merger options with $TSLA Tesla or xAI. The discussions are said to be preliminary with no deal structure or timeline confirmed as the company weighs strategic alternatives. https://t.co/FPsPscKBZr Bloomberg reports that Elon Musks SpaceX is exploring potential merger options"
X Link 2026-01-31T09:29Z [----] followers, [----] engagements
"$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
"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
"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
"Coty $COTY has partnered with OpenAI to deploy ChatGPT Enterprise across its organization enhancing productivity creativity and operational efficiency. The collaboration emphasizes strong governance enterprise-grade security and responsible AI adoption"
X Link 2026-02-02T13:08Z [----] 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
"Draganfly $DPRO has won a contract to supply Flex FPV drones and provide FPV training to U.S. Air Force Special Operations Command units with DelMar Aerospace. Training begins mid-February at Camp Pendleton covering assembly flight repair and mission planning. Draganfly $DPRO is exploring a strategic defense and security collaboration with Babcock and Critical Infrastructure Technologies. The partnership aims to combine UAV sensor and defense tech to support Asia Pacific security border protection and disaster response. https://t.co/viELglbq3l Draganfly $DPRO is exploring a strategic defense"
X Link 2026-02-02T16:53Z [----] followers, [---] engagements
"$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 $WULF said its JV subsidiary Flash Compute closed a"
X Link 2026-02-02T21:28Z [----] followers, [----] engagements
"$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 $0.25 beating estimates with"
X Link 2026-02-03T17:36Z [----] followers, [---] engagements
"$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 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
"TSMC $TSM is set to invest approximately $17 billion to begin mass production of advanced 3nm chips in Kumamoto Japan. Upgraded from its 6nm plan the site becomes Japans first domestic 3nm hub for AI and automotive chips backed by significant additional government subsidies"
X Link 2026-02-05T04:08Z [----] followers, [---] engagements
"$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
"Alphabet $GOOGL beats Q4 estimates as revenue hits $113.8B. Google Cloud backlog surged 55% to $240B and $AAPL Apple named Google its preferred AI cloud partner. Alphabet guided [----] CapEx to a record $185B to meet explosive demand for Gemini 3"
X Link 2026-02-05T04:29Z [----] followers, [---] engagements
"Alphabet $GOOGL CEO Sundar Pichai confirms $AAPL Apple has selected Google Cloud as its preferred provider for next generation AI models. Google Clouds backlog surged 55% sequentially to $240 billion in Q4 driven by explosive demand for Gemini and enterprise AI tools. Alphabet $GOOGL beats Q4 estimates as revenue hits $113.8B. Google Cloud backlog surged 55% to $240B and $AAPL Apple named Google its preferred AI cloud partner. Alphabet guided [----] CapEx to a record $185B to meet explosive demand for Gemini [--]. https://t.co/8DTWxqPj1i Alphabet $GOOGL beats Q4 estimates as revenue hits $113.8B."
X Link 2026-02-05T04:32Z [----] followers, [----] engagements
"$NVDA $BABA $AMD The Trump administration is willing to allow ByteDance to purchase Nvidia H200 chips but shipments are stalled. Nvidia has not agreed to "commercially impractical" KYC conditions and 25% federal fees currently drafted by U.S. regulators. $NVDA $BABA $AMD Nvidias H200 sales to China remain stalled despite White House approval. A State Department security review is delaying licenses prompting Chinese firms to pause orders as they await clarity on export conditions and US-mandated fees. https://t.co/AceNEM3p3o $NVDA $BABA $AMD Nvidias H200 sales to China remain stalled despite"
X Link 2026-02-05T04:37Z [----] followers, [---] engagements
"Baidu $BIDU has approved a new $5 billion share buyback program effective through December [--] [----]. For the first time in its 26-year history the company has also adopted a formal dividend policy with the inaugural payout expected in [----]. Baidu $BIDU is reportedly considering upgrading its Hong Kong listing from secondary to primary status to broaden investor access and reduce reliance on U.S. markets. The move could improve eligibility for Stock Connect and strengthen its capital base in Asia. https://t.co/LgtBZ9lfFe Baidu $BIDU is reportedly considering upgrading its Hong Kong listing from"
X Link 2026-02-05T04:46Z [----] followers, [---] engagements
"Alphabet $GOOGL has guided [----] CapEx to a record $175B$185B effectively doubling its [----] spend. The surge aims to meet "unprecedented" demand for Gemini [--] and fulfill a $240B cloud backlog far exceeding analyst estimates of $119.5B. Alphabet $GOOGL CEO Sundar Pichai confirms $AAPL Apple has selected Google Cloud as its preferred provider for next generation AI models. Google Clouds backlog surged 55% sequentially to $240 billion in Q4 driven by explosive demand for Gemini and enterprise AI tools. https://t.co/fB7WLMQoLV Alphabet $GOOGL CEO Sundar Pichai confirms $AAPL Apple has selected"
X Link 2026-02-05T05:05Z [----] 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
"QuantumScape $QS has inaugurated its Eagle Line in San Jose marking a major milestone for solid-state batteries. Using the high-speed Cobra process the line will produce QSE-5 B-samples for automotive partners and serve as a GWh licensing blueprint"
X Link 2026-02-05T09:14Z [----] 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 $HSAI Hesai Lidar. The deal scales 3D sensing"
X Link 2026-02-05T09:22Z [----] followers, [---] engagements
"$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
"Bitcoin $BTC falls below $70000 down over 7% in the past [--] hours. Ethereum $ETH falls below $2100 down around 8% in the past [--] hours. Strategy $MSTR -5% MARA $MARA -4% Coinbase $COIN -3% Bitmine $BMNR -3% SharpLink $SBET -4%"
X Link 2026-02-05T11:40Z [----] followers, [---] engagements
"IBM $IBM has been selected for the Missile Defense Agencys (MDA) $151B SHIELD program. As part of the Golden Dome initiative IBM will deploy AI-enabled sensing and open-architecture tools to accelerate threat detection and national defense readiness. Redwire $RDW has secured a spot on the Missile Defense Agencys $151B SHIELD IDIQ contract enabling it to compete for task orders supporting next generation homeland and layered defense technologies. The multiaward vehicle spans a decade with no guaranteed revenue. https://t.co/RgiMITUe3P Redwire $RDW has secured a spot on the Missile Defense"
X Link 2026-02-05T15:01Z [----] followers, [---] engagements
"Goldman Sachs has reiterated its Buy rating for $NVDA Nvidia with a $250 price target. Analysts expect first-half catalysts from hyperscaler spending and rising demand for Blackwell-based models from partners like OpenAI and Anthropic. NVIDIA $NVDA and Microsoft $MSFT are deepening their partnership with Anthropic. Anthropic pledges $30B to Azure compute and will deploy up to [--] GW on Grace Blackwell and Vera Rubin systems. https://t.co/Ut1CECG6z4 NVIDIA $NVDA and Microsoft $MSFT are deepening their partnership with Anthropic. Anthropic pledges $30B to Azure compute and will deploy up to [--] GW"
X Link 2026-02-05T15:04Z [----] followers, [---] engagements
"Goldman Sachs has reiterated its Buy rating and $500 price target for $AVGO Broadcom while maintaining the stock as a Top Pick. Analysts highlight strong AI spending momentum and leadership in custom silicon as key drivers for robust networking growth. Broadcom $AVGO launched the first unified Wi-Fi [--] platform for AI-ready enterprises. Powered by the BCM49438 APU and Trident X3+ switch it integrates edge AI and PQC-secure networking to deliver ultra-low latency and 25% less packet loss. https://t.co/l62OkBejfA Broadcom $AVGO launched the first unified Wi-Fi [--] platform for AI-ready"
X Link 2026-02-05T15:05Z [----] followers, [---] engagements
"$PFE $NVO $LLY $HIMS Hims & Hers has launched a compounded semaglutide pill starting at a $49 introductory price. The needle-free alternative to Wegovy aims to disrupt the weight loss market offering a $99/month long-term rate vs. the $199 branded version. $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. https://t.co/Qfm3Btvqb9 $PFE $NVO $LLY $HIMS Pfizers obesity drug PF3944 delivered up to"
X Link 2026-02-05T15:12Z [----] followers, [---] engagements
"H.C. Wainwright has reiterated its Buy rating and $14 price target for $DPRO Draganfly. Analysts expect a significant revenue acceleration in [----] as the company pivots toward U.S. military drone contracts and NATO aligned defense spending. Draganfly $DPRO has won a contract to supply Flex FPV drones and provide FPV training to U.S. Air Force Special Operations Command units with DelMar Aerospace. Training begins mid-February at Camp Pendleton covering assembly flight repair and mission planning. https://t.co/nBViPl309Y Draganfly $DPRO has won a contract to supply Flex FPV drones and provide"
X Link 2026-02-05T15:39Z [----] followers, [---] engagements
"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. $PFE $NVO $LLY $HIMS Hims & Hers has launched a compounded semaglutide pill starting at a $49 introductory price. The needle-free alternative to Wegovy aims to disrupt the weight loss market offering a $99/month long-term rate vs. the $199 branded version. https://t.co/NkFobEYBdG $PFE $NVO $LLY $HIMS Hims & Hers has launched a compounded semaglutide pill"
X Link 2026-02-05T16:54Z [----] followers, [----] engagements
"$IREN $CLSK $CIFR $BITF $WULF $CRWV Anthropic has launched Claude Opus [---] setting new records in finance and legal benchmarks. With a 1M token context window and enhanced "Agentic" capabilities the model outperformed GPT-5.2 in complex reasoning for enterprise workflows"
X Link 2026-02-05T18:50Z [----] followers, [---] engagements
"Amazon $AMZN reported record Q4 revenue of $213.4B with AWS accelerating to 24% growth. Despite strong cloud and ads performance investors are focused on a massive $200B capex forecast for [----] to fund AI chips and robotics"
X Link 2026-02-05T23:03Z [----] followers, [---] engagements
"IREN $IREN missed Q2 revenue expectations at $184.7M as it pivots from mining to AI. Despite a $155M net loss the firm secured a $3.6B GPU financing deal for $MSFT Microsoft and eyes $3.4B in annual revenue by end of [----] with a 4.5GW power pipeline"
X Link 2026-02-05T23:48Z [----] followers, [----] engagements
"Amazon $AMZN AWS custom chips have hit a $10B annual run rate with Trainium2 powering Anthropics Claude via the 500k-chip Project Rainier. Trainium3 supply nearly committed and Graviton5 leading on price-perf Amazon is a top AI hardware play. Amazon $AMZN reported record Q4 revenue of $213.4B with AWS accelerating to 24% growth. Despite strong cloud and ads performance investors are focused on a massive $200B capex forecast for [----] to fund AI chips and robotics. https://t.co/EupRb0bSkg Amazon $AMZN reported record Q4 revenue of $213.4B with AWS accelerating to 24% growth. Despite strong"
X Link 2026-02-05T23:56Z [----] followers, [---] engagements
"IREN $IREN has secured a landmark $3.6B GPU financing deal at less than 6% to fund its $9.7B Microsoft contract. With a new 1.6GW Oklahoma site boosting its power pipeline to 4.5GW the firm is on track for $3.4B in annual AI revenue by end of [----]. IREN $IREN missed Q2 revenue expectations at $184.7M as it pivots from mining to AI. Despite a $155M net loss the firm secured a $3.6B GPU financing deal for $MSFT Microsoft and eyes $3.4B in annual revenue by end of [----] with a 4.5GW power pipeline. https://t.co/o73pFwxg9k IREN $IREN missed Q2 revenue expectations at $184.7M as it pivots from"
X Link 2026-02-06T00:05Z [----] followers, [----] engagements
"$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
"India is eyeing up to $80 billion in $BA Boeing aircraft orders potentially reaching $100 billion with parts as part of a new U.S. trade deal. U.S. tariffs drop to 18% immediately but claims of "zero duties" and $500B in buys remain unconfirmed. 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. https://t.co/9EGSgoAFrG Saudia is in talks with Boeing $BA and Airbus $EADSY for a historic order of at"
X Link 2026-02-06T07:15Z [----] followers, [---] engagements
"$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. $IREN $CLSK $CIFR $BITF $WULF $CRWV Goldman Sachs sees Europes data center capacity nearly tripling by [----] driven by rising AI and cloud demand. Capacity is expected to grow from roughly 15GW to about 40GW with power and grid availability emerging as key constraints. https://t.co/jSjxOSWNCs $IREN $CLSK $CIFR $BITF $WULF"
X Link 2026-02-06T07:23Z [----] followers, [---] engagements
"CrowdStrike $CRWD signed a landmark MoU with Aramco on Feb [--] to build AI-powered security for Saudi Arabias critical infrastructure. The deal explores a new regional HQ and in-country cloud to support Vision 2030s digital transformation"
X Link 2026-02-06T10:31Z [----] followers, [---] engagements
"Intel $INTC and AMD $AMD have warned Chinese clients of severe server CPU shortages. With Intel lead times hitting six months and prices up 10% the AI boom is now draining traditional compute supply leaving firms like $BABA Alibaba facing deep backlogs. $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. https://t.co/gwfvIm7kNM $MU $SNDK $WDC $ASML $AMAT $STX Nvidia is reportedly delaying all new"
X Link 2026-02-06T11:02Z [----] followers, [---] engagements
"Compass Point reiterates its Buy rating for $IREN IREN and maintains the price target at $105. Analysts highlight 4.5GW of secured power and robust liquidity as critical drivers viewing major hyperscaler contract wins as a certainty for the AI infrastructure player. IREN $IREN has secured a landmark $3.6B GPU financing deal at less than 6% to fund its $9.7B Microsoft contract. With a new 1.6GW Oklahoma site boosting its power pipeline to 4.5GW the firm is on track for $3.4B in annual AI revenue by end of [----]. https://t.co/iPoGvTuIhg IREN $IREN has secured a landmark $3.6B GPU financing deal"
X Link 2026-02-06T12:02Z [----] followers, [---] engagements
"Citizens maintains its Market Outperform rating for $IREN IREN and maintains the price target at $80. Analyst sees a powerful pivot toward AI data centers with over 3GW of capacity projecting $50 per share in upside as leasing execution gains steam. IREN $IREN has secured a landmark $3.6B GPU financing deal at less than 6% to fund its $9.7B Microsoft contract. With a new 1.6GW Oklahoma site boosting its power pipeline to 4.5GW the firm is on track for $3.4B in annual AI revenue by end of [----]. https://t.co/iPoGvTuIhg IREN $IREN has secured a landmark $3.6B GPU financing deal at less than 6%"
X Link 2026-02-06T12:08Z [----] 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 $HIMS The FDA is launching a major crackdown on illegal copycat drugs."
X Link 2026-02-07T01:26Z [----] followers, [---] engagements
"$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 $ETH President Trump predicts the US stock market will double by the end of his term"
X Link 2026-02-07T06:26Z [----] followers, [---] engagements
"$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 $LAC"
X Link 2026-02-07T16:52Z [----] followers, [----] engagements
"$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 $STX Counterpoint"
X Link 2026-02-08T05:21Z [----] followers, [---] engagements
"$RCAT $PLTR $KTOS $UMAC $DPRO $ONDS President Trump says the US is negotiating "total access" to Greenland to construct the Golden Dome air defense system. Trump: "We are getting everything we want at no cost." $FLY $IONQ $RDW $RCAT $KTOS $UMAC President Trump from Davos: Were building a golden dome thats by its nature going to be defending Canada. They get a lot of freebies from us. They should be grateful but theyre not. https://t.co/888sTjxeOT $FLY $IONQ $RDW $RCAT $KTOS $UMAC President Trump from Davos: Were building a golden dome thats by its nature going to be defending Canada. They get"
X Link 2026-02-08T07:30Z [----] followers, [---] engagements
"$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
"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 $FMCC Freddie Mac. In the last [--] months"
X Link 2026-02-09T06:24Z [----] followers, [----] engagements
"$MP $UUUU $UAMY $USAR $LAC $CRML President Trump: We signed landmark critical mineral deals with Australia Malaysia Thailand Ukraine Japan and many others. These deals use state capital and shared frameworks to build a sovereign supply chain. $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 $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't"
X Link 2026-02-09T07:27Z [----] followers, [----] engagements
"$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
"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
"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
"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
"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
"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
"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
"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 $MU warns DRAM supply constraints will extend beyond [----] with new fabs"
X Link 2026-02-10T15:06Z [----] followers, [---] engagements
"$OKLO $SMR $NEE $CEG $LEU $UEC $NNE Elon Musk: In the absence of breakthrough China will utterly dominate in energy. $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 $UUUU President Trump: "The US is going heavy into nuclear. I wasn't a fan of nuclear but the safety progress they've made with nuclear is unbelievable. We are very much into the world of"
X Link 2026-02-08T01:49Z [----] followers, [---] engagements
"$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." $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"
X Link 2026-02-08T14:15Z [----] followers, 42K 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
"Ondas $ONDS subsidiary Airobotics has secured a multi-million dollar NATO order for its Iron Drone Raider. Part of a $16.8M European airport initiative the deal validates net-based kinetic interception as a safe civil-compliant solution for critical infrastructure. Ondas $ONDS subsidiary 4M Defense has secured a demining contract worth over $30M in Israel to clear [---] acres along the Syrian border. The project uses autonomous robotics and AI to deliver one of the nations largest-ever land reclamation efforts. https://t.co/rVQN2CZ2Hv Ondas $ONDS subsidiary 4M Defense has secured a demining"
X Link 2026-02-13T21:01Z [----] followers, [----] engagements
"Anthropics Claude was utilized in the U.S. military operation to capture Nicols Maduro via its partnership with $PLTR Palantir"
X Link 2026-02-14T03:18Z [----] followers, [---] engagements
"$STEC Santech Holdings announced a pivot into AI launching new consumer and enterprise tech products after exiting its wealth and asset management business. The restructuring marks a shift toward positioning itself as an AI-driven technology company"
X Link 2025-09-09T08:59Z [----] followers, [---] 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
"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
"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
"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
"Adlai Nortye $ANL announced an exclusive licensing deal with ASK Pharm for AN9025 in China Hong Kong and Macao with total consideration up to RMB 1.6B. The agreement includes an upfront payment near term milestones over $20M and tiered royalties"
X Link 2025-12-29T14:02Z [----] 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
"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
"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
"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
"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
"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
"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
"Pony AI $PONY expands robotaxi commercialization in China via an ATBB partnership advancing an asset light model focused on premium airport and business travel routes. The rollout uses Gen-7 Robotaxis and supports scaling toward [----] vehicles by 2026"
X Link 2026-01-28T02:26Z [----] followers, [---] engagements
"$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
"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 $NBIS NBIS"
X Link 2026-01-31T17:06Z [----] followers, [----] engagements
"$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 $UUUU President Trump: "The US is going"
X Link 2026-02-02T07:32Z [----] followers, [----] engagements
"$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
"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
"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
"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. Cipher Mining $CIFR acquired the 200MW Ulysses site in Ohio securing [---] acres with AEP Ohio power and PJM market access with energization planned for Q4 [----]. The deal marks its first expansion outside Texas and expands Ciphers pipeline to 3.4GW across eight sites. https://t.co/p4PT5t1zkn Cipher Mining $CIFR acquired the"
X Link 2026-02-03T17:25Z [----] 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 $INTC confirmed that its first 18A based Panther Lake Core Ultra Series [--] processors will begin shipping by"
X Link 2026-02-03T18:22Z [----] followers, [---] engagements
"$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 $CRCL Circle Payments Network. Building on [----] Arc testnet results the move enables compliant near-instant B2B stablecoin settlement under new South Korean regulations"
X Link 2026-02-04T10:03Z [----] followers, [---] engagements
"$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 $250 discount for Hims & Hers Labs members"
X Link 2026-02-05T10:20Z [----] followers, [---] engagements
"$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. $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. https://t.co/NcpPYqqIRJ $MU $SNDK $WDC $ASML $AMAT $QCOM Qualcomm"
X Link 2026-02-05T15:20Z [----] followers, [----] engagements
"$HP $UBER $TMO $ORCL $CSCO $TMUS OpenAI has launched Frontier an enterprise platform to deploy "AI coworkers." The system manages autonomous agents across vendors providing a unified layer for onboarding permissions and memory"
X Link 2026-02-05T16:40Z [----] followers, [---] engagements
"$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
"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
"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
"Galaxy Digital $GLXY has authorized a $200M share buyback program over the next [--] months. CEO Mike Novogratz cites a "position of strength" and a desire to return capital when the stock price deviates from the firms true value. 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 its Helios data center in West"
X Link 2026-02-06T14:45Z [----] followers, [----] engagements
"TD Cowen maintains its Hold rating on Bloom Energy $BE and raises the price target to $160. Analyst sees a surge in data center demand driving a 140% backlog spike with [----] revenue guidance topping consensus by 25% despite valuation concerns. 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"
X Link 2026-02-06T15:43Z [----] followers, [---] engagements
"TIG maintains its Buy rating for $BE Bloom Energy and increases the price target to $165. Analyst highlights a 39% earnings beat and guidance for 58% revenue growth driven by massive demand from AI data centers and industrial customers. 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 $777.7M as AI data center demand drove a 2.5x"
X Link 2026-02-06T16:11Z [----] followers, [---] engagements
"$TSLA $MBLY $AMZN $NVDA $SERV $RR Amazon CEO Andy Jassy confirms the robotic fleet has hit [--] million units calling it just a "fraction" of future potential. Backed by a $200B Capex plan the firm is shifting toward AI-native bots to further slash delivery costs. $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." https://t.co/H6S08czH6Q $TSLA $MBLY $AMZN $NVDA $SERV $RR Elon Musk at WEF: "By the end of next year I think we'd be selling humanoid robots to the public." https://t.co/H6S08czH6Q"
X Link 2026-02-07T04:49Z [----] followers, [---] engagements
"$IREN $CLSK $CIFR $BITF $WULF $CRWV AWS CEO Matt Garman confirms insatiable demand has prevented Amazon from ever retiring a functional Nvidia A100 GPU despite the chip being six years old as the hardware remains "sold out" across the AWS fleet. $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 $CRWV Nvidia CEO Jensen Huang tells CNBC that"
X Link 2026-02-07T11:24Z [----] followers, 19.7K engagements
"$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 $UUUU BofA"
X Link 2026-02-07T15:46Z [----] followers, [---] engagements
"$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. President Trump confirms he will not intervene in the $NFLX Netflix and $PSKY Paramount battle for $WBD Warner Bros. Discovery. Reversing his December stance Trump told NBC News he is "not involved" and will leave the antitrust review to the Justice Department. https://t.co/CW8eRboxqv President Trump confirms he will not"
X Link 2026-02-07T18:01Z [----] followers, [----] engagements
"$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 $26B charge to reset its business after overestimating EV"
X Link 2026-02-07T23:27Z [----] followers, [---] engagements
"$RKLB $ASTS $LUNR $PL $RDW $SATL SpaceX is delaying its Mars plans to prioritize NASAs Moon missions per WSJ. The company is now targeting a March [----] uncrewed lunar landing effectively postponing any Mars attempts until at least the next orbital window in [----]. $RKLB $ASTS $LUNR $PL $RDW $SATL SpaceX and xAI agreed to a [------] share exchange ratio with some xAI executives able to elect a $75.46 cash payout instead of SpaceX stock. Management said the transaction is not expected to delay SpaceXs IPO. https://t.co/eEC4K3Kzob $RKLB $ASTS $LUNR $PL $RDW $SATL SpaceX and xAI agreed to a 0.1433"
X Link 2026-02-07T23:41Z [----] followers, [----] engagements
"$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 $HIMS The FDA is launching a major crackdown on illegal copycat"
X Link 2026-02-08T00:56Z [----] followers, [---] engagements
"$MP $UUUU $UAMY $USAR $CRML $LAC The Trump admin launched the FORGE trading bloc to counter China's mineral dominance. Using a $12B reserve (Project Vault) and tariff-backed price floors the US aims to secure supply for defense EVs and AI hardware. $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 $LAC Vice President"
X Link 2026-02-08T03:33Z [----] followers, [----] engagements
"$AMZN $RKLB $ASTS $LUNR $PL $RDW Space economy is at an inflection point projected to hit $1.8T by [----] per McKinsey. This growth spans "backbone" hardware like satellites and "reach" applications that help non-space industries generate massive new revenue"
X Link 2026-02-08T13:29Z [----] 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 $CRWV"
X Link 2026-02-08T15:52Z [----] followers, [----] engagements
"$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. $AMZN $RKLB $ASTS $LUNR $PL $RDW Space economy is at an inflection point projected to hit $1.8T by [----] per McKinsey. This growth spans "backbone" hardware like satellites and "reach" applications that help non-space industries generate massive new revenue. https://t.co/cGEpbCPE42 $AMZN $RKLB $ASTS $LUNR $PL $RDW Space economy"
X Link 2026-02-08T23:47Z [----] followers, [----] engagements
"$MP $UUUU $UAMY $USAR $LAC $CRML United States is mobilizing over $200B to build a sovereign mineral supply chain. With the DFCs cap raised to $205B and the launch of the $12B Project Vault the admin is utilizing state capital and equity stakes to end reliance on China. $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 $CRML Treasury Sec. Scott Bessent: "A country does not have"
X Link 2026-02-09T02:40Z [----] followers, [----] engagements
"$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. $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 notes the U.S."
X Link 2026-02-09T06:06Z [----] followers, [---] engagements
"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. 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 2026-02-09T13:18Z [----] followers, [----] engagements
"Voyager Technologies $VOYG has won a $24.5M NASA contract to manage ISS missions through [----]. The award covers payload integration and mission operations with three new missions onboarding next quarter as Voyager bridges to the Starlab era. 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. https://t.co/wlvEXiW4Rd Voyager $VOYG launches its lunar initiative under the White House "Space Superiority" order. Using"
X Link 2026-02-09T14:13Z [----] 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
"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. 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 $HIMS Hims & Hers for patent infringement and illegal mass"
X Link 2026-02-09T16:18Z [----] followers, [----] engagements
"$MP $UUUU $UAMY $USAR $LAC $CRML Project Vault has launched as a $12B public-private partnership to secure a national critical mineral reserve. Backed by a $10B EXIM loan the initiative protects domestic manufacturers from supply shocks and Chinese market influence. $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 $CRML Treasury Sec. Scott Bessent: "A country does not have"
X Link 2026-02-09T17:01Z [----] followers, [----] engagements
"$ASTI $RKLB $ASTS $LUNR $PL $RDW $TE Domestic solar markets are positioned for record growth in [----] with [--] GW of utility-scale capacity set to come online. Solar and storage will comprise over 99% of net new grid additions as AI-driven power demand continues to surge. $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 $RDW"
X Link 2026-02-09T17:24Z [----] followers, [----] engagements
"$MP $UUUU $UAMY $USAR $LAC $CRML Saudi Arabias PIF is launching its [----] to [----] strategy this week prioritizing AI minerals and industry over mega real estate projects. The $925B fund is scaling back ambitious timelines for The Line to ensure fiscal sustainability. $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 $LAC"
X Link 2026-02-09T18:10Z [----] followers, [----] engagements
"$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
"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
"Goldman Sachs has reported a 4.2% stake in $ONDS Ondas Holdings totaling [--------] shares as of year-end [----]. The filing indicates a strategic trim from the firms previous 5.9% position amid the companys ongoing capital expansion. 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. https://t.co/XzNWxEOdpq Vanguard significantly increased its stake in $CIFR Cipher Mining by about 62% and"
X Link 2026-02-10T01:49Z [----] 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
"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
"RBC maintains an Outperform rating on $AMAT Applied Materials and keeps its $385 price target ahead of Q1 results. Analyst expects a solid quarter with [----] upside driven by advanced logic HBM packaging and favorable sector valuations. $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"
X Link 2026-02-10T15:20Z [----] 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
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