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Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune ($ALT) is trending as anticipation builds around upcoming 48-week data, with community members actively discussing the potential for statistically significant fibrosis improvement. Bullish sentiment is fueled by speculation that positive data could lead to a buyout, while some traders are closely watching technical indicators and potential market reactions. The focus remains on Altimmune's drug Pemvidutide and its potential in the MASH treatment landscape.

Cemtrex, Inc. engages in the provision of solutions in the technology industry. It operates through the following segments: Security, Industrial Services, and Cemtrex Corporate. The Security segment provides end-to-end security solutions to meet corporate, industrial, and governmental security challenges. The Industrial Services segment offers single-source expertise and services for rigging, millwrighting, in plant maintenance, equipment erection, relocation, and disassembly to diversified customers. The Cemtrex Corporate segment refers to the holding company of the other two segments. The company was founded on April 27, 1998 and is headquartered in Hauppauge, NY.

Cemtrex Inc.

Cemtrex ($CETX) is experiencing significant volatility and high volume, drawing comparisons to recent high-flying nano-cap stocks like $SMX and $TWG, leading to speculation about a potential short squeeze. The community is closely watching price action, particularly around key levels like $8 and $9, with many anticipating a surge in after-hours trading. Discussions also include the potential for extreme price targets and the impact of high borrow rates on short positions.

Top Wealth Group Holding Ltd. operates as a holding company, which provides caviar and caviar-based gourmet products. It focuses on supplying sturgeon caviar to customers under its own brand, Imperial Cristal Caviar. The company was founded by Kim Kwan Kings Wong on February 1, 2023 and is headquartered in Hong Kong.

Top Wealth Group Holding Ltd. - Ordinary Shares - Class A

Top Wealth Group Holding Ltd.

TWG is trending due to a potential short squeeze, with community members actively discussing its low float and comparing it to previous high-flying stocks like $CETX and $TGL. The stock's significant price movement and multiple trading halts have fueled speculation about further gains, particularly in after-hours trading, where halts are not in effect. Some traders are also pointing to the company's improved financials as a reason for the stock's recent surge.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana's addition to the S&P 500 is fueling bullish momentum, while some traders question the company's valuation and fundamentals amidst an ongoing SEC investigation. Community members are actively debating whether the surge is sustainable or a sign of an overextended market, pointing to the stock's dramatic rise from near bankruptcy. Discussions also include the potential impact on index funds and the broader used car market.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Recent news of a potential acquisition deal with Warner Bros. Discovery (WBD) has sparked volatility in Netflix (NFLX) stock, leading to active discussions among investors. Community members are weighing the pros and cons of the deal, including potential regulatory hurdles, debt implications, and the emergence of competing bids from companies like Paramount. Broader sector restructuring and potential impacts on ad revenue and market competition are also being closely monitored.

Wave Life Sciences Ltd. is a clinical-stage biotechnology company, which focuses on developing its proprietary RNA medicines platform and PRISM. It also develop and commercialize a pipeline RNA medicines in a variety of therapeutic areas. The company was founded by Gregory L. Verdine and Takeshi Wada on July 23, 2012 and is headquartered in Singapore.

Wave Life Sciences Ltd.

Wave Life Sciences Ltd

Wave Life Sciences is trending due to encouraging early data for their obesity drug, WVE-007, which showed fat reduction and lean mass preservation. Community discussions revolve around the potential offering price and the drug's promise in the competitive weight loss market, with some drawing comparisons to GLP-1s. Analysts have raised price targets, citing the drug's potential to rival existing treatments.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery is trending amid reports of a potential takeover battle, with Paramount making an all-cash offer to challenge Netflix's existing deal. Community chatter revolves around which bid will ultimately prevail and deliver the most value to WBD shareholders. Some traders speculate about a bidding war, while others focus on regulatory hurdles and potential impacts on the broader media landscape.

$WAGMI is a community-driven meme token built on the Solana blockchain, designed to bring positivity, unity, and humor into the crypto space. The project encourages community engagement through memes, social interaction, and token-based activities. It leverages Solana’s fast and low-cost infrastructure to allow for smooth on-chain interactions, such as token transfers, community games, and NFT integration. The goal is to foster a fun, inclusive ecosystem where holders feel they are part of a larger movement – "We Are Gonna Make It."

WAGMI

WAGMI is trending as holders express strong conviction and a sense of community, emphasizing the "We're All Gonna Make It" ethos. The community highlights locked liquidity and organic growth, suggesting a solid foundation. Conversations revolve around WAGMI's potential for significant gains as a Solana-based meme coin.

Structure Therapeutics, Inc. is a clinical stage global biopharmaceutical company, which engages in developing novel oral therapeutics to treat a wide range of chronic diseases with unmet medical needs. Its pipeline includes Aleniglipron GSBR-1290, ACCG-2671, GIPR, GCGR, ANPA-0073, and LTSE-2578. The company was founded by Raymond C. Stevens in 2016 and is headquartered in South San Francisco, CA.

Structure Therapeutics Inc - ADR

GPCR is trending due to positive topline data from its ACCESS program, highlighting the potential of its oral GLP-1 aleniglipron in weight loss. Community discussions revolve around the drug's efficacy and safety profile compared to competitors, with some speculating on potential acquisition bids. The stock is seen as a strong momentum play with a low-float biotech profile, making it attractive to investors.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending amid ongoing bidding war with Netflix for Warner Bros. Discovery, with a flurry of community discussion around potential deal structures and regulatory hurdles. A key point of contention is whether PSKY will increase its offer and if a deal can get approved by regulators given scrutiny on monopolistic practices.

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Technology Stocks To Research - December 8th

NVIDIA, Broadcom, and Alphabet are the three Technology stocks to watch today, according to MarketBeat's stock screener tool. Technology stocks are shares of companies that develop, manufacture, or...

U.S. Commerce Department to allow exports of Nvidia H200 chips to China

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<ul class="summary-bullets"><li>U.S. officials are weighing whether to permit Nvidia’s older H200 shipments after China rejected the H20.</li><li>The review reflects concern over China’s accelerating chip progress under current restrictions.</li><li>Lawmakers are advancing the SAFE CHIPS Act to block any easing of AI export rules.</li></ul>The US Department of Commerce is reportedly preparing a plan that would permit Nvidia to sell H200 GPUs to China, chips that are roughly 18 months behind the company’s top-tier products.The move is designed to strike a compromise between hard-line opponents of advanced chip exports and officials worried that sweeping restrictions simply push customers toward Chinese rivals, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.semafor.com/article/12/08/2025/commerce-to-open-up-exports-of-nvidia-h200-chips-to-china">report</a> by Semafor, citing a person with knowledge of the matter.Beijing has already rejected Nvidia’s less powerful H20 processors, prompting US officials to search for an option China might accept. Commerce Secretary Howard Lutnick is reportedly supportive of the shift.<h2 class="st-heading-2">Rethinking Earlier Export Controls</h2>The Biden administration imposed certain restrictions on selling AI chips to China to slow the rival’s progress, but some in Washington reportedly now believe the limits have been less effective than hoped. Chinese players like DeepSeek and Alibaba continue to produce world-class models, and Huawei has made rapid advances in hardware to replace blocked US chips. Supporters of the controls argue they still bought US firms time to extend their lead in global markets, Semafor noted.<h2 class="st-heading-2">Why The H200 Is Back On The Table</h2>Washington initially tried to allow exports of the cut-down H20, but China’s refusal created an opening for Huawei and forced the US to revisit its approach. The H200, while older, is viewed as powerful enough to appeal to China yet still compliant with US national-security thresholds. Allowing its export would reopen access to the world’s largest AI chip market and help keep US technology as the global standard.<h2 class="st-heading-2">Nvidia Intensifies Engagement In Washington</h2>The debate follows&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-ceo-reportedly-meets-trump-to-discuss-export-controls-shrugs-off-tech-race-fears/cLIg3ozRES2">Nvidia CEO Jensen Huang’s recent meeting</a> with U.S. President Donald Trump and discussions with lawmakers about export policy. Huang has warned that fragmented state-level rules could slow US AI development. In a podcast interview last week, he described Trump as an “incredibly good listener” and said Commerce Secretary Howard Lutnick assured him the administration would remain accessible to industry leaders. Huang also played down talk of a tech race, arguing the US has always competed through innovation.<h2 class="st-heading-2">Legislative Pushback</h2>A bipartisan group of senators has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-senators-seek-to-block-china-access-to-nvidia-h200-ai-chips-with-new-bill-report/cLIiO9yREjZ">introduced the SAFE CHIPS Act</a>, which would block the administration from easing AI chip export rules, including H200 sales, for 30 months. The bill would require the Commerce Department to deny license requests from buyers in China, Russia, Iran or North Korea for more advanced AI chips than they currently receive and to notify Congress of any future rule changes.<h2 class="st-heading-2">Nvidia’s China View</h2>Huang has said&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jensen-huang-says-china-is-a-bonus-growth-opportunity-for-nvidia/cLI7iILREis">Nvidia views China as a “bonus opportunity”</a> given strong worldwide demand and downplayed competition from Google’s next-generation TPUs, pointing to the breadth of Nvidia’s CUDA ecosystem. The company recently acquired a $2 billion stake in Synopsys to expand GPU-powered engineering and simulation tools across industries.<h2 class="st-heading-2">Stocktwits Traders Question China’s Appetite For Nvidia’s H200s</h2>On Stocktwits, retail sentiment for Nvidia was ‘bearish’ amid ‘low’ message volume.<figure class="image"><img style="aspect-ratio:968/142;" src="https://news.stocktwits-cdn.com/nvda_ss_png_85e2df5e2d.webp" alt="nvda ss.png" width="968" height="142"><figcaption>NVDA sentiment and message volume as of December 8| Source: Stocktwits</figcaption></figure>One user noted that the next hurdle is convincing China to buy the chips at all.<stembedurl>https://stocktwits.com/oghowie/message/638520788</stembedurl>Another user said that the development aligns with recent comments from both the Trump administration and Chinese officials about seeking a more balanced trade arrangement.<stembedurl>https://stocktwits.com/BEGUIN/message/638520500</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In Creteil, France, on September 23, 2025, the Nvidia logo appears on a smartphone.

Nvidia Could Reopen China Market — US Mulls H200 Export Approval To Avoid Losing Ground To Local Chip Rivals

The US is reportedly considering allowing Nvidia to export its older H200 GPUs to China as a middle-ground approach to AI chip controls.

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Arm Holdings: The Engine Powering Behind Efficient AI Computing

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<ul class="summary-bullets"><li>Ed Yardeni warned that the group’s exceptional profit margins are drawing increasing competition.</li><li>Yardeni recommends moving information technology and communication services sectors from ‘Overweight’ to ‘Market Weight,’ while increasing exposure to financials and industrials.</li><li>The firm also recommends taking an overweight position in health care.</li></ul>&nbsp;&nbsp;Yardeni Research has reportedly advised investors to dial back exposure to the market’s high-flying “Magnificent Seven,” marking a major shift after more than a decade of bullish positioning on mega-cap technology stocks.Yardeni Research recommended going underweight the Magnificent Seven stocks, anticipating a shift in the source of earnings growth. Founder and Wall Street veteran Ed Yardeni warned that the group’s exceptional profit margins are drawing increasing competition, Bloomberg reported.“We see more competitors coming for the juicy profit margins of the Magnificent 7,” Yardeni said, adding that “Every company is evolving into a technology company.”The investor argued that the broader index will benefit from rising productivity and margin expansion.The Magnificent Seven stocks have soared more than 600% since the end of 2019, far outpacing the S&amp;P 500’s 113% rise. Their exceptional run has been driven first by the pandemic-era shift toward Big Tech and more recently by the artificial intelligence boom.<figure class="image"><img style="aspect-ratio:1306/865;" src="https://news.stocktwits-cdn.com/MAGS_ETF_vs_SPY_png_0ce44c093a.webp" alt="MAGS ETF vs SPY.png" width="1306" height="865"><figcaption>MAGS vs SPY YTD as of Dec. 8, 2025 | Source: TradingView</figcaption></figure>Yardeni recommends moving information technology and communication services sectors from ‘Overweight’ to ‘Market Weight,’ while increasing exposure to financials and industrials, and taking an overweight position in health care.<h2 class="st-heading-2">US Markets Lagging Peers</h2>The firm also believes there is less reason to overweight U.S. equities in global portfolios, as lower valuations, a weaker dollar, and stronger earnings have allowed international markets to outperform this year. “The US now accounts for 65% of the market cap of the world’s stock market, so it’s hard to recommend overweighting something that is already quite overweight,” he told Bloomberg TV.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Roundhill Magnificent Seven ETF (MAGS) remained in the ‘bearish’ zone over the past 24 hours.At the time of writing, <a href="https://stocktwits.com/symbol/MAGS">MAGS</a> was down 0.8%, having gained around 23% so far this year.Only <a href="https://stocktwits.com/symbol/MSFT">Microsoft</a> (1.25%) and <a href="https://stocktwits.com/symbol/NVDA">NVIDIA</a> (0.65%) traded higher on Monday. <a href="https://stocktwits.com/symbol/GOOG">Alphabet</a> was down 1.64%, <a href="https://stocktwits.com/symbol/TSLA">Tesla</a> was trading 3% lower, <a href="https://stocktwits.com/symbol/META">META</a> fell 0.8%, <a href="https://stocktwits.com/symbol/AAPL">Apple</a> declined 0.6%, and <a href="https://stocktwits.com/symbol/AMZN">Amazon</a> slumped 0.7%.&nbsp;Read Also: <a href="https://stocktwits.com/news-articles/markets/equity/is-rivian-losing-its-spark-morgan-stanley-downgrades-amid-ev-winter/cLIYrRtREmJ">Is Rivian Losing Its Spark? Morgan Stanley Downgrades Amid EV 'Winter'</a>&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

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Yardeni Signals Shift After 15 Years Of Bullish Tech Calls, Recommends Scaling Back On Mag Seven Stocks: Report

Yardeni Research recommended going underweight the Magnificent Seven stocks, anticipating a shift in the source of earnings growth.

<ul class="summary-bullets"><li>Skild AI is reportedly drawing a major new investment as it builds universal software to power a wide range of robots.</li><li>SoftBank’s broader AI push includes freeing up capital through its Nvidia stake sale and increasing commitments to OpenAI.</li><li>Retail sentiment on Stocktwits has leaned bearish for both SFTBY and NVDA.</li></ul>SoftBank Group (SFTBY) and Nvidia (NVDA) are reportedly advancing discussions to take part in a new Skild AI fundraising round that would exceed $1 billion and assign the robotics foundation-model developer a valuation of roughly $14 billion.The figure represents a jump from the $4.7 billion valuation Skild received earlier this year, when it raised $500 million in a Series B round that included Nvidia, Samsung and LG’s venture arm, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/media-telecom/softbank-nvidia-looking-invest-skild-ai-14-billion-valuation-sources-say-2025-12-08/">reported</a>, citing sources and a term sheet.<h2 class="st-heading-2">Inside Skild’s Robotics Intelligence Platform</h2>Skild, founded in 2023 by former Meta AI researchers and backed by Amazon and Lightspeed Venture Partners, builds universal AI software designed to serve as the “brain” for robots across multiple form factors.&nbsp;The company does not produce hardware, and instead trains large models on extensive datasets so robots can gain human-like perception and decision-making skills. Skild unveiled its first general-purpose model in July, saying it can adapt to tasks from warehouse logistics to household chores.&nbsp;The deal is reportedly&nbsp;expected to close before Christmas, and SoftBank was apparently impressed by Skild’s pilot-project performance. Skild previously raised $300 million at a $1.5 billion valuation in its Series A round from Jeff Bezos, SoftBank and Khosla Ventures.<h2 class="st-heading-2">Son’s AI Investment Strategy</h2>The potential Skild deal aligns with Masayoshi Son’s push to accelerate SoftBank’s AI investments. Speaking in Tokyo last week, Son said he “was crying” when SoftBank sold its entire Nvidia stake for $5.83 billion, insisting the shares were sold only because the company needed capital for OpenAI and new data-center projects. Son said “I don’t want to sell a single share,” according to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/12/02/softbank-masayoshi-son-crying-nvidia-stake-ai-bet-artificial-intelligence-bubble-vision-fund.html">report</a>.SoftBank’s AI positions have supported strong results: second-quarter net profit rose to 2.5 trillion yen ($16.6 billion), helped by valuation gains in OpenAI. Son has said SoftBank is “all in” on OpenAI and predicted the startup could eventually become the world’s most valuable company. He dismissed warnings of an AI bubble, arguing that critics “are not smart enough,” and predicted that superintelligence and AI robots will eventually generate at least 10% of global GDP, CNBC noted.<h2 class="st-heading-2">Robotics As SoftBank’s Next Frontier</h2>Robotics remains central to SoftBank’s strategy. In October, the company agreed to acquire ABB Group’s Zurich-based robotics business for $5.4 billion, targeting a revival of the 7,000-employee unit that generated $2.3 billion in 2024 revenue. The acquisition builds on SoftBank’s investments in AutoStore, Agile Robots and earlier Skild rounds, along with its longstanding SoftBank Robotics Group launched in 2014.Son has described “physical AI” as the company’s next major focus. Meanwhile, U.S. policymakers are also paying closer attention. Commerce Secretary Howard Lutnick has been meeting industry CEOs as the Trump administration weighs a robotics-focused executive order for next year, according to a Politico&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.politico.com/news/2025/12/03/trump-administration-ai-robotics-00674204?utm_campaign=trump-s-next-big-move-robots&amp;utm_medium=newsletter&amp;utm_source=robotnews.therundown.ai">report</a>.<h2 class="st-heading-2">Stocktwits Users Lean Bearish</h2>On Stocktwits, retail sentiment for both SFTBY and NVDA was ‘bearish’ amid ‘low’ message volume.So far this year, U.S.-listed shares of SFTBY are up 105%, while&nbsp;<a href="https://stocktwits.com/symbol/NVDA">NVDA</a> has gained 37%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The SoftBank Group logo is displayed on a mobile phone with a stock graph in the background, in this photo illustration in Brussels, Belgium, on August 20, 2025. 

SoftBank, Nvidia Weigh Over $1B Skild AI Investment At $14B Valuation: Report

Skild AI is drawing interest from major investors as it accelerates its push to develop universal software designed to power a wide range of robots.

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

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