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Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending as its earnings report, which highlighted accelerating AWS growth, prompted a market sell-off due to investor concerns over a substantial $200 billion capital expenditure forecast for AI infrastructure, sparking a community debate about the long-term strategic value of such aggressive investments versus short-term profit concerns.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. It provides online news services where users can select and rank web content. The firm also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is trending after its Q4 earnings beat revenue and EPS estimates, driven by strong ad growth and user engagement, and announced a substantial share buyback program. The community is actively debating whether these positive results can overcome recent market headwinds and analyst price target adjustments that have weighed on the stock.

SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

SMX is trending due to repeated trading halts, fueling intense community debate between those anticipating another massive short squeeze, driven by its low float and history of parabolic runs, and skeptics labeling it a "scam" or "pump and dump."

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strive Inc. (ASST) is trending as its 1-for-20 reverse stock split takes effect, igniting fierce debate among investors; many anticipate further dilution and shorting pressures while others hold out hope for a short squeeze and a rebound driven by Bitcoin's price movements.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending amid extreme volatility following a significant earnings miss, prompting a sharp sell-off that has since seen a notable rebound. The community remains sharply divided between focusing on short-term financial challenges and long-term bullish conviction in the company's strategic pivot to AI/HPC data centers, backed by massive secured power capacity and secured GPU funding.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is actively discussed following its profit alert, which indicates the company's first-ever adjusted operating profit, coinciding with the imminent 100 million battery swaps milestone. Bulls see this as a critical validation for its unique BaaS model and a turning point, while skeptics remain cautious about the sustainability and specifics of the unaudited figures.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox is trending following its robust earnings report that surpassed bookings expectations and included optimistic guidance, leading to analyst price target upgrades. However, market conversations are deeply split, with bulls cheering long-term growth and AI investments, while skeptics point to volatile price action and persistent concerns surrounding platform safety.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is trending amid news of Centurium Capital's ownership consolidation and a key competitor ending aggressive pricing, leading the community to anticipate improved margins and renewed speculation about a Nasdaq relisting to reflect its strong growth compared to sector rivals.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending amidst a significant sell-off, despite strong earnings, as the market processes substantial AI capital expenditure announcements from major tech companies, leading to community debate over whether this is a buying opportunity or a broader sector correction.

Liberty Global Ltd. engages in the provision of communications services. It offers broadband, video, and mobile communication solutions. It operates through the following segments: Sunrise, Telenet, VM Ireland, and Central and Other. The company was founded on July 27, 2022, and is headquartered in Hamilton, Bermuda.

Liberty Global Ltd - Ordinary Shares - Class B

Liberty Global plc - Ordinary Shares - Class B

Liberty Global Class B (LBTYB) is trending with extreme volatility and multiple trading halts, as the community actively compares its rapid price movement to recent surges in other Class B shares like KELYB and DISCB. Discussion revolves around a potential low float driving significant gains, while some warn of a pump-and-dump scenario.

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<ul class="summary-bullets"><li>Tower Semiconductor stated that its SiPho platform is optimized for high-speed optical interconnects and is an open platform available to all customers.</li><li>The company stated that its SiPho platform is suited for data center interconnects, high-performance computing, telecommunications, and autonomous cars.</li><li>The company owns five wafer fabrication facilities, with one in Israel, and two each in the U.S. and Japan.</li></ul>Tower Semiconductor (TSEM) shares soared 17% in Thursday’s pre-market trade before paring some of the gains after the company announced a partnership with Nvidia Corp. (NVDA) for 1.6T data center optical modules.Tower Semiconductor stated that its silicon photonics technology (SiPho) enables up to double the data rate compared to prior silicon photonics solutions.Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/TSEM">Tower Semiconductor</a> was in the ‘bearish’ territory, with message volumes at ‘high’ levels.<h2 class="st-heading-2">What Is Tower Semiconductor’s SiPho Platform About?</h2>Tower Semiconductor stated that its SiPho platform is optimized for high-speed optical interconnects and is an open platform available to all customers.“Tower Semiconductor is proud to deliver advanced, high-speed technologies that support demanding data center and AI requirements,” said Tower Semiconductor CEO Russell Ellwanger.The company stated that its SiPho platform is suited for data center interconnects, high-performance computing, telecommunications, and autonomous cars.The SiPho technology enables the creation of photonic integrated circuits that use silicon as the optical medium for transmitting, generating, and manipulating data with light (photons) instead of electricity.<h2 class="st-heading-2">What Does Tower Semiconductor Do?</h2>Tower Semiconductor is an Israel-based foundry that offers analog semiconductor solutions, technology, development, and process platforms to its customers.The company owns five wafer fabrication facilities, with one in Israel, and two each in the U.S. and Japan.In January, Tower Semiconductor announced a partnership with LightIC Technologies to expand the use of the SiPho technology beyond AI infrastructure to products such as LiDAR.<a href="https://stocktwits.com/symbol/TSEM">TSEM stock</a> is up 1% year-to-date and 144% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-maps-ads-escape-european-union-digital-markets-act-designation/cZbZPNsR4V4">Apple Maps And Ads Escape Designation As Gatekeepers Under EU's Digital Markets Act</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Tower Semiconductor Ltd. logo is displayed on a smartphone screen and in the background.

TSEM Stock Soars After Tower Semiconductor Partners With Nvidia For Data Center Optical Modules

Tower Semiconductor stated that its silicon photonics enables up to double the data rate compared to prior silicon photonics solutions.

Equity

<ul class="summary-bullets"><li>Baird analysts noted that Palantir’s earnings growth has accelerated for 10 consecutive quarters, with the company’s commercial segment driving revenue growth.</li><li>Explaining the reasons behind its PLTR upgrade, Baird stated that Palantir’s free cash flow inflection and its “attractive” free cash flow multiple on 2027 were the “upside scenarios” for the stock.</li><li>The firm added that Palantir’s guidance for the first quarter of 2026 points to further acceleration in its growth.</li></ul>Palantir Technologies Inc.’s (PLTR) blowout fourth-quarter results have earned the company’s stock an upgrade from analysts at Baird.According to TheFly, Baird upgraded Palantir to ‘Outperform’ from ‘Neutral’ while keeping its $200 price target unchanged. This implies an upside of more than 35% from the closing price of PLTR on Monday.<a href="https://stocktwits.com/symbol/PLTR">Palantir shares</a> were up nearly 11% in Tuesday’s pre-market trade, while the stock was the top trending ticker on the platform at the time of writing.<h2 class="st-heading-2">Here’s What Baird Analysts Said</h2>Baird analysts noted that Palantir’s earnings growth has accelerated for 10 consecutive quarters, with the company’s commercial segment driving revenue growth.Explaining the reasons behind its PLTR upgrade, Baird stated that Palantir’s free cash flow inflection and its “attractive” free cash flow multiple on 2027 were the “upside scenarios” for the stock.The firm added that Palantir’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-beats-q4-estimates-reports-surge-in-revenue/cZbgzudR4kD">guidance</a> for the first quarter (Q1) of 2026 points to further acceleration in its growth. The company’s Q1 and full-year 2026 revenue guidance were both ahead of Wall Street’s consensus estimate, according to TheFly.Baird stated that Palantir “remains one of the clearest AI winners.”<h2 class="st-heading-2">Palantir’s Q4 At A Glance</h2>Palantir reported earnings per share (EPS) of $0.25 on revenue of $1.41 billion in Q4, beating Wall Street estimates of an EPS of $0.23 on revenue of $1.34 billion, according to Stocktwits data.“Palantir is alone in choosing to exclusively focus on scaling the operational leverage made possible by the rapid advancements of AI models, a trend that we first called ‘commodity cognition’ well before others started repeating it,” said the company’s co-founder and CEO, Alex Karp.The company forecast revenue in the range of $1.532 billion to $1.536 billion, ahead of a consensus at $1.33 billion. For the full year 2026, Palantir expects revenue of $7.182 billion to $7.198 billion, exceeding an estimated $6.28 billion.Palantir’s commercial revenue in Q4 soared 137% year-on-year, while government revenue grew 66% YoY. During the quarter, the company closed $4.26 billion of total contract value.<h2 class="st-heading-2">How Stocktwits Users Reacted</h2>Retail sentiment on Stocktwits around Palantir was in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels.One bullish user said that the pre-earnings result move in Palantir was a “no brainer” and that the stock was “oversold.”<stembedurl>https://stocktwits.com/Zeit59/message/643771521</stembedurl>Another user recommended that investors be patient and not “overtrade the noise.”<stembedurl>https://stocktwits.com/Mere123/message/643769286</stembedurl><a href="https://stocktwits.com/symbol/PLTR">PLTR stock</a> is down 17% year-to-date, but up 79% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sndk-stock-soars-premarket-sandisk-blowout-q2-demand-exceptionally-strong/cmyShiBR41U">SNDK Stock Soars Pre-Market Following Sandisk’s Blowout Q2 Report, Analyst Says Demand Is 'Exceptionally' Strong</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Palantir Technologies, with the company's circular emblem visible in the background, on July 30, 2025, in Chongqing, China. 

PLTR Stock Surges On An Upgrade Following Blowout Q4, Analyst Calls It 'One Of The Clearest AI Winners'

Baird upgraded Palantir to ‘Outperform’ from ‘Neutral’ while keeping its $200 price target unchanged.

<ul class="summary-bullets"><li>C3.ai stock saw a 122% increase in retail chatter on Stocktwits over the last 24 hours.&nbsp;</li><li>The company’s client list includes government agencies such as the U.S. Air Force.</li><li>In December, the&nbsp; U.S. Department of Health and Human Services (HHS) chose the company to build a data platform for NIH.&nbsp;</li></ul>C3.ai Inc. (AI) is drawing attention on Wednesday after the company is said to be in early discussions to be acquired by privately held automation software company Automation Anywhere.C3 AI provides business-focused AI software with tools that help organizations build, launch, and manage AI systems.Following the report,&nbsp;<a href="https://stocktwits.com/symbol/AI">C3 stock</a> traded over 17% higher in Wednesday’s premarket.&nbsp;<h2 class="st-heading-2">Potential Deal Structure</h2>According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/c3ai-talks-merge-with-startup-automation-anywhere-information-reports-2026-01-28/">report</a>, Automation Anywhere is exploring a transaction to acquire C3.ai and use the deal as a pathway to becoming a publicly traded company.&nbsp;The company’s client list includes government agencies such as the U.S. Air Force, as well as companies in energy production and industrial manufacturing, according to the report.&nbsp;Automation Anywhere focuses on robotic process automation software that allows businesses to reduce manual, repetitive work. The company was valued at approximately $6.8 billion in a 2019 private funding round.&nbsp;<h2 class="st-heading-2">What are Stocktwits Users Saying&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_28_063559_png_00a8028c92.webp" alt="AI’s Sentiment Meter and Message Volume as of 05:50 a.m. ET on Jan. 28, 2026 | Source: Stocktwits" width="935" height="108"><figcaption>AI’s Sentiment Meter and Message Volume as of 05:50 a.m. ET on Jan. 28, 2026 | Source: Stocktwits</figcaption></figure>The stock also saw a 122% surge in retail messages over the last 24 hours.&nbsp;A Stocktwits user predicted an increase in the stock price.&nbsp;<stembedurl>https://stocktwits.com/cgessler/message/643102269</stembedurl>Another user said the news could be the beginning of better days for the stock.&nbsp;<stembedurl>https://stocktwits.com/TheIndustrials/message/643110691</stembedurl>In December, the U.S. Department of Health and Human Services (HHS) selected the company to build a secure, scalable data platform for the National Institutes of Health (NIH) and the Centers for Medicare &amp; Medicaid Services (CMS).AI stock has declined by over 61% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/at-and-t-to-return-billions-to-shareholders-betwen-2026-and-2028-q4-earnings/cmyg2abR4iz">This Telecom Giant Will Return Over $45 Billion To Shareholders Between 2026 And 2028, Announces Strong Q4 Earnings</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The C3.ai logo is displayed on a mobile phone with the company branding visible in the background.

This AI Stock Is Surging On Takeover Chatter – And Retail Traders Are Piling In

According to a Reuters report, C3.ai is said to be in discussion to be acquired by Automation Anywhere.

Beyond the Hype: Top ETFs to Buy as AI Shifts Into a Long-Term Growth Phase

AI is entering a long-term growth phase in 2026, with $527B in capex driving a broadening bull market in AI ETFs like AIQ.

<ul class="summary-bullets"><li>Figma attributed its strong quarterly performance in part to AI product investments.</li><li>Citing strong customer traction for new products, the company raised its full-year guidance.</li><li>Figma’s stock has plummeted about 62% since its late July listing.</li></ul>Figma, Inc. (FIG) stock was among the top five trending tickers on Stocktwits late Wednesday as traders reacted to the newly public design software company’s artificial intelligence (AI)-powered quarterly results.&nbsp;After its initial public offering (IPO) in late July,&nbsp;<a href="https://stocktwits.com/symbol/FIG">Figma stock</a> has plummeted about 62%. Following the quarterly print, the stock rose about 5% in after-hours trading.<h2 class="st-heading-2">Figma’s Q3 Earnings Snapshot</h2>The San Francisco, California-based company surpassed $1 billion in annual revenue run rate after achieving record revenue performance for the third quarter of fiscal year 2025. Figma CEO and co-founder Dylan Field said, “Our incredible quarter was driven in part by AI product investments in Figma Make and our MCP server, which are spreading Figma to new teams and new audiences.”“AI is redefining how software gets built, moving value up the stack to design––and we are building the platform where anyone can go from idea to product.”Here’s how Figma’s headline numbers compare with estimates:- Adjusted earnings per share (EPS): $0.11 (up 150% YoY) vs. $0.05 consensus (Fiscal.ai)-Revenue: $274.17M (up 38% YoY) vs. $263.95M consensusOn an unadjusted basis, the company reported a loss of $2.72 per share, much wider than the year-ago loss of $0.07.CFO Praveer Melwani noted that by the end of September, about 30% of paid customers spent $100,000 or more in annual recurring revenue (ARR) — a measure used to track predictable income over a year.&nbsp;<h2 class="st-heading-2">Figma’s Outlook</h2>Citing strong customer traction for new products, Figma raised its full-year guidance. The company now expects fiscal year 2025 revenue to be between $1.044 billion and $1.046 billion, compared with the average analyst estimate of $1.023 billion.The company expects fourth-quarter revenue to be in the range of $292 million to $294 million, above the consensus estimate of $281.10 million.<h2 class="st-heading-2">What Retail Feels About Figma’s Stock After Q3 Print</h2>On Stocktwits, retail sentiment toward Figma stock shifted to ‘extremely bullish’ by late Wednesday, up from ‘bearish’ a day earlier. The message volume on the stream spiked to ‘extremely high’ levels. Retail chatter over the 24 hours leading up to late Wednesday spiked by nearly 600%.<figure class="image"><img style="aspect-ratio:679/60;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_05_at_11_31_10_PM_png_764e4dddb8.webp" alt="Screenshot 2025-11-05 at 11.31.10 PM.png" width="679" height="60"><figcaption>FIG sentiment and message volume as of 11:30 p.m. ET, Nov. 5 | source: Stocktwits</figcaption></figure>A bullish watcher wondered whether the stock would move toward $50 by Thursday. The stock settled down about 4% in Wednesday's session at $44.01.<stembedurl>https://stocktwits.com/mollielatham/message/635125469</stembedurl>Another user was impressed by Figma’s 38% topline growth and said the stock would return to $55 in no time.<stembedurl>https://stocktwits.com/calmwater2000/message/635123995</stembedurl>The average analyst’s price target for Figma stock is $71.13, according to Koyfin, implying a massive 61% upside from its closing price on Friday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/snap-stock-jumps-after-hours-on-perplexity-ai-deal-q3-beat/cL2tOCYREbf">Snap Stock Jumps After-Hours On Perplexity AI Deal, Q3 Beat — Retail Hails ‘Tunaround’ Quarter</a>

In this photo illustration, Figma logo is seen on a smartphone screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Figma Stock Jumps About 4% In After-Hours Session — Here’s Why

The company said its new products are resonating with customers, hinting at near-term upside relative to expectations. 

The company stated that its new products are resonating with customers, suggesting near-term upside relative to expectations. 

BlackRock ETF Trust - iShares A.I. Innovation and Tech Active ETF

Up 5%

Down 5%

Markets are hovering near key levels, making the next 5% move especially important for sentiment. A breakout higher could reinforce the bull case, while a 5% drop may signal rising risk and tighter conditions. Which comes first?

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