SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is trending after a significant post-earnings stock plunge, fueled by a revenue miss and weaker-than-expected guidance, which has intensified community debate over whether the stock is a 'value trap' or an undervalued acquisition target amidst discussions about its AI strategy and broader social media ad market challenges.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

Kendu Crypto is trending due to its highly active and dedicated community, which is relentlessly building out real-world products and initiatives under its "permissionless brand" model, driving strong conviction even as the broader market experiences a downturn.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending following an earnings report that beat expectations and robust 2026 delivery guidance, largely driven by enthusiasm for its upcoming R2 SUV and favorable initial reviews. The community is actively discussing the potential for a short squeeze and a path to profitability, while others remain skeptical about sustained losses.

Toast, Inc. engages in the development and provision of consumer payment application for restaurants. It offers terminals, kiosk, guest facing display, and system accessories. The firm also offers point of sale, reporting and analytics, online ordering and delivery, and kitchen display system. The company was founded by Jonathan Grimm, Aman Narang, and Stephen J. Fredette in December 2011 and is headquartered in Boston, MA.

Toast Inc - Ordinary Shares - Class A

Toast Inc

Toast Inc. shares are trending due to a significant sell-off following its latest earnings report, prompting the community to widely lament the stock as "burnt toast." While many express disappointment and blame broader "AI killing software" narratives, some long-term investors are actively discussing if the market's reaction is overblown and presents a buying opportunity given underlying strong growth metrics and a new share repurchase authorization.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is trending after delivering a blowout earnings report, significantly beating estimates and raising its FY26 revenue outlook, fueled by surging AI infrastructure demand. The community is actively highlighting ANET as a clear "AI networking winner" benefiting from hyperscaler spending, despite some aftermarket volatility.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy`s Co

Wendy's is trending amidst its stock hitting near six-year lows ahead of Q4 earnings, fueling intense debate over its valuation and the prolonged search for a permanent CEO. The community is actively discussing whether the current price and high dividend yield represent a significant buying opportunity or a value trap, with some anticipating a short squeeze despite recent analyst downgrades.

Airbnb, Inc. engages in the management and operation of an online marketplace. Its marketplace model connects hosts and guests online or through mobile devices to book spaces. The company was founded by Brian Chesky, Nathan Blecharczyk and Joseph Gebbia in 2007 and is headquartered in San Francisco, CA.

Airbnb Inc - Ordinary Shares - Class A

Airbnb Inc

Airbnb is trending due to a strategic pivot with its new AI-focused CTO and an aggressive push into hotel listings, sparking investor debate about its future growth trajectory. Bulls are encouraged by potential new revenue streams and recent analyst upgrades, while bears remain skeptical, highlighting regulatory headwinds, past stock performance, and concerns about host profitability.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

The Compound (COMP) community is buzzing with divided opinions as some anticipate a strong rally driven by the upcoming V4 upgrade and the token nearing its max supply. Others express deep concern over the Compound Foundation's performance, governance issues, and persistent price declines amidst broader market fear.

Amarin Corp. Plc is a pharmaceutical company, which focuses on the commercialization and development of therapeutics for cardiovascular health. It focuses on the development and commercialization of Vascepa capsules. The company was founded by Geoffrey William Guy on March 1, 1989 and is headquartered in Dublin, Ireland.

Amarin Corp - ADR

Amarin (AMRN) is trending on anticipation of a Supreme Court decision in its patent infringement case and China's NRDL outcome, alongside positive pre-announced Q4 2025 cash flow and LR-EtEPA patent progress, intensifying community buyout speculation from strategic partners like Novartis.

Monad is a high-performance Layer 1 blockchain that processes 10,000 transactions per second with near-zero fees. The platform delivers high performance without compromising on security or decentralization, creating the infrastructure needed for complex applications that require high-frequency activity.  One of Monad’s key innovations lies in how it handles transaction processing. Instead of processing transactions one at a time like traditional blockchains, Monad processes multiple transactions simultaneously through parallel execution.   The system separates the agreement process from the execution process, allowing validators to first agree on which transactions to include and in what order, then having more time to execute those transactions without slowing down consensus. This approach, combined with a custom-built database called MonadDB, dramatically increases throughput while maintaining accuracy.  Monad also offers complete EVM compatibility, where applications built for Ethereum work on Monad without any code modifications, and users can connect with familiar wallets like MetaMask just as they would on Ethereum. Developers can immediately tap into Ethereum's established ecosystem of tools, libraries, and applications while benefitting from Monad’s performance improvements. The platform also runs on consumer-grade hardware rather than expensive specialized equipment, making it accessible for more people to participate in securing the network.  Monad has raised approximately 244 million dollars in total funding across multiple rounds. The company secured 19 million dollars in a seed round in February 2023 led by Dragonfly Capital, followed by a 225 million dollar Series A round in April 2024 led by Paradigm at a 3 billion dollar valuation. Other notable investors include Electric Capital, Greenoaks, Coinbase Ventures, and prominent angel investors such as Naval Ravikant.

Monad

Monad is trending as its recent Coinbase launch highlights its advanced parallel EVM architecture and high transaction speeds, leading the community to debate its potential as a leading Layer-1 chain against concerns about future token dilution and its "low float, high FDV" tokenomics.

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

TOST Stock Slips After Earnings – Retail Says Company Is 'Really Toasted'

Toast’s profit miss has got investors worried, even as revenue growth seems to be better than Wall Street’s expectations.

Equity

Toast’s profit miss has got investors worried, even as revenue growth seems to be better than Wall Street’s expectations.


Wendy's logo is seen in New York City, United States on July 16, 2024. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

WEN Stock Hits Near Six-Year Low Ahead Of Q4 Earnings – Wall Street Expects Stuggles To Continue

Wendy’s is not the favourite pick this year for analysts or investors, with the company’s results expected to remain challenging as it tries to find a permanent CEO.

<ul class="summary-bullets"><li>U.S. stock futures were lower late Thursday, with Nasdaq 100 futures down 0.08%, S&amp;P 500 futures down 0.06%, and Dow futures down 0.08%.</li><li>Megacaps fell broadly, software stocks extended losses, and concerns spread into logistics, real estate, and financials.</li><li>Asian equities retreated, with the MSCI Asia Pacific Index snapping a six-session winning streak.</li></ul>U.S. stock futures traded lower late Thursday as investors remained cautious after a sharp AI-led selloff and awaited the January consumer inflation report due Friday.As of 8.00 p.m. ET, Nasdaq 100 futures were down 0.08%, while S&amp;P 500 futures down by 0.06%. Dow futures were down 0.08%.On Stocktwits, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> was&nbsp;in&nbsp;‘extremely bearish’&nbsp;territory&nbsp;amid ‘high’ message volume, while sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> was ‘extremely bearish’ amid ‘normal’ message volume, and sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> was&nbsp;in the&nbsp;‘bearish’&nbsp;zone&nbsp;amid ‘extremely high’ message volume.<h2 class="st-heading-2">US Market Drivers</h2>During Thursday’s regular session, U.S. stocks fell sharply as concerns mounted over the potential negative impact of AI on profits and business models across multiple industries.&nbsp;The Dow Jones Industrial Average shed 1.3%, the S&amp;P 500 dropped 1.6%, while the Nasdaq Composite lost 2%.Technology stocks led the decline, with all of&nbsp;the&nbsp;“Magnificent Seven” stocks ending the day lower. Cisco Systems&nbsp;(CSO)&nbsp;slid 12% after issuing disappointing guidance, while Apple&nbsp;(AAPL)&nbsp;fell 5%, marking its worst single-day decline since April 2025. Selling pressure also spread into software, logistics, real estate and parts of the financial sector, as investors reassessed which industries could be disrupted by advances in AI.Software shares extended recent losses, with the iShares Expanded Tech-Software Sector ETF (IGV) falling nearly 3% and sitting roughly 31% below its recent high after entering a bear market last month.&nbsp;Dan Ives, managing director at Wedbush Securities, said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/YahooFinance/status/2021977416843878755">interview</a> with Yahoo Finance that the software selloff “will go down as a generational opportunity to own some of the stalwarts,” adding that they are expected to remain a core part of AI use cases.Meanwhile, The Kobeissi Letter&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2021929639669543225">on X</a> pointed to a growing profitability divide inside the S&amp;P 500. They said net income margins excluding financials have risen to a record 13%, while margins excluding the Magnificent Seven and technology have fallen to 9%, creating the largest gap on record between tech and non-tech sectors. They also noted that margins for companies outside tech and financials have declined by about two percentage points over the past four years.<h2 class="st-heading-2">Trending Stocks To Watch On NYSE, Nasdaq</h2>Coinbase Global (COIN): Shares rose nearly 1% in&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coinbase-stock-rises-despite-posting-surprise-q4-net-loss/cZRTzudR4r6">after-hours</a> trading despite reporting a fourth-quarter (Q4) revenue decline and a net loss.DraftKings (DKNG): Shares plunged about 15% in&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/draftkings-stock-plummeted-after-hours-what-is-driving-such-a-selloff/cZRTCQhR4sG">extended trading</a> after the company issued a fiscal 2026 revenue forecast below analyst expectations.Rivian Automotive (RIVN): Shares surged roughly 14% after-hours after reporting a narrower-than-expected&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rivian-q4-2025-earnings/cZRTUozR4rz">Q4 loss</a> and stronger revenue.Applied Materials (AMAT): Shares jumped around 13% in extended trading following better-than-expected&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amat-shares-surge-after-hours-on-blowout-q1-2026-results/cZRcGKuR4sT">Q4 earnings</a> and an upbeat outlook.Fastly (FSLY): Shares gained about 3% after-hours after posting Q4 results that beat analyst estimates and receiving an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amat-shares-surge-after-hours-on-blowout-q1-2026-results/cZRcGKuR4sT">analyst upgrade</a> from William Blair.<h2 class="st-heading-2">How Global Markets Are Performing Today</h2>Asian equities retreated from recent highs, with the MSCI Asia Pacific Index falling for the first time in six sessions as Japanese stocks declined, while South Korean shares edged slightly higher.&nbsp;Investors sought safety in bonds, pushing the 10-year U.S. Treasury yield down to about 4.10%. Gold steadied near $4,920 an ounce after the prior session’s sharp drop, while silver rebounded modestly after its steep decline. Economist Peter Schiff&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PeterSchiff/status/2022085907684397065">said on X</a> that silver trading near $74 was a “good time to buy.”Among the key catalysts for Friday is the release of&nbsp;the&nbsp;U.S. January consumer price index data, which investors are watching closely for further clues on the Federal Reserve’s interest rate path.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Dow, S&P 500, Nasdaq Futures Slip After AI-Fueled Rout: Why COIN, DKNG, RIVN, AMAT, FSLY Are Trending After-Hours

Among the key catalysts for Friday is the release of U.S. January consumer price index data.

Invesco QQQ (NASDAQ:QQQ) Trading Down 2% - Here's Why

Invesco QQQ (NASDAQ:QQQ) Trading Down 2% - What's Next...

<ul class="summary-bullets"><li>The company also forecast earnings per share of about $2.64, significantly higher than street estimates of $2.28.&nbsp;</li><li>Gary Dickerson, President and CEO of the company, said that the strong performance and future outlook are fueled by accelerating investments in AI computing.&nbsp;</li><li>The company’s CFO, Brice Hill, added that Applied Materials expects to grow its semiconductor equipment business by over 20% in the calendar year.</li></ul>Shares of Applied Materials Inc. (AMAT) rallied nearly 13% on Thursday after the company posted first-quarter (Q1) 2026 earnings results and outlook that beat Wall Street expectations.Gary Dickerson, President and CEO of the company, said that the strong performance and future outlook are fueled by accelerating investments in artificial intelligence computing.“The race to build out AI infrastructure is driving unprecedented spending on semiconductors, semiconductor manufacturing capacity and research and development,” Dickerson said in a call with analysts.He also said that he believes revenues in the global semiconductor industry are poised to hit $1 trillion in 2026, several years ahead of prior predictions. The company’s CFO, Brice Hill, added that Applied Materials expects to grow its semiconductor equipment business by over 20% in the calendar year, signaling that the second half will be higher.<h2 class="st-heading-2">Earnings Snapshot</h2>Although the company’s revenue declined 2% to $7.01 billion in the quarter, it came in higher than analysts’ expectations of $6.88 billion, according to data from Fiscal.ai. Applied Materials also posted earnings per share of $2.38, compared to street expectations of $2.21.Meanwhile, the largest American supplier of chipmaking gear, forecast revenues for the second-quarter (Q2) at about $7.65 billion, with a margin of $500 million on either side. Analysts had estimated about $7.02 billion on average, as per Fiscal.ai data.The company also forecast earnings per share of $2.64&nbsp;&nbsp;&nbsp;&nbsp;with a margin of $0.20 on either side, significantly higher than street estimates of $2.28.<h2 class="st-heading-2">Semiconductor Boost</h2>Management at Applied Materials said that the company’s upbeat outlook is driven primarily by accelerating AI infrastructure investment, which is reshaping semiconductor spending toward leading-edge logic, DRAM (especially high-bandwidth memory), and advanced packaging.In leading-edge logic, the transition to gate-all-around architectures is expanding its market opportunities. In memory, AI demand is boosting HBM, which requires three to four times more wafer starts per bit than standard DRAM and increasing stack heights. Advanced packaging, particularly HBM and 3D chiplet stacking, is among the company’s fastest-growing segments.Applied Materials also highlighted its number-one positions in key process technologies and added that it expects new product launches, including e-beam and deposition systems, to contribute meaningfully to growth.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AMAT">AMAT shares</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.One user praised the company’s earnings beat, adding that semiconductors are back.<stembedurl>https://stocktwits.com/RazorbackAJ/message/644864823</stembedurl>&nbsp;Another bullish user predicted the company’s shares would rise to $400 soon. Shares of AMAT were trading around $370.89 at the time of writing.<stembedurl>https://stocktwits.com/skyzhangty/message/644857360</stembedurl>&nbsp;AMAT stock has risen over 81% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/lunr-stock-is-reportedly-a-buy-at-deutsche-bank-despite-retail-doubt/cZRTrE5R4rq">LUNR Stock Is Reportedly A ‘Buy’ At Deutsche Bank Despite Retail Doubt — Here’s Why</a>

Applied Materials logo is displayed on a smartphone screen in front of a stock chart, on February 10, 2025, in Chongqing, China.

AMAT Shares Surge After-Hours On Blowout Earnings — CEO Says Global Semiconductor Industry Revenues To Hit $1T In 2026

Applied Materials forecast revenues for Q2 at about $7.65 billion, beating analyst expectations of $7.02 billion on average, as per Fiscal.ai data. 

Promising Value Stocks To Research - February 12th

Invesco QQQ, Sandisk, ProShares UltraPro Short QQQ, CyberArk Software, Intel, Bank of America, and AST SpaceMobile are the seven Value stocks to watch today, according to MarketBeat's stock screener...

Top Large Cap Stocks Worth Watching - February 12th

Invesco QQQ, NVIDIA, Tesla, Micron Technology, and Sandisk are the five Large Cap stocks to watch today, according to MarketBeat's stock screener tool. Large-cap stocks are shares of...

Invesco QQQ or iShares Russell 2000 Growth ETF: Which is the Better Buy?

Key PointsThe iShares Russell 2000 Growth ETF holds over 1,000 small-cap growth stocks, making it much more diversified than the QQQ's tech-heavy portfolio...

<ul class="summary-bullets"><li>The vote failed 52 to 47, short of the 60 votes needed to pass the bill.&nbsp;</li><li>Without funding, the DHS will go into a shutdown on Saturday.</li><li>According to a report from Reuters, a prolonged delay of the funding bill and subsequent partial shutdown would impact workers such as the Transportation Security Administration employees at airports.</li></ul>The U.S. Senate failed to advance a funding bill for the Department of Homeland Security after Democrats voted to block the deal on immigration enforcement.Democratic lawmakers on Thursday insisted on sweeping changes to immigration enforcement, blocking a Republican-backed measure to secure votes to fund the DHS beyond the Feb. 13 midnight deadline. The vote failed 52 to 47, short of the 60 votes needed to pass the bill.Without funding, the DHS will go into a shutdown on Saturday.<h2 class="st-heading-2">Shutdown Impact</h2>While the impact of the shutdown is expected to be minimal, since the DHS has classified about 258,000 of its 272,000 employees as essential workers last year and kept them working through the record 43-day shutdown, workers are likely to be required to continue without pay.While the Immigration and Customs Enforcement (ICE) and Customs and Border Protection are unlikely to be impacted because of the budget increases last year, other departments are likely to feel the burden.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/us/us-senate-blocks-homeland-security-funding-raising-likelihood-shutdown-2026-02-12/">report</a> from Reuters, a prolonged delay of the funding bill and subsequent partial shutdown would impact workers such as the Transportation Security Administration employees at airports.The Federal Emergency Management Agency (FEMA), which supports disaster management across the country, is also likely to be impacted by worker furloughs.Moreover, the Senate is also breaking for about 10 days on Saturday, although it must return if an agreement is reached.Senate Republican leader John Thune said that the offer sent to Democrats was a “good-faith counteroffer” and hoped it would be passed to allow more time for negotiation.“It is an extremely serious offer,” Thune reportedly said. “It increasingly looks like Democrats are not.”<h2 class="st-heading-2">Market Reactions</h2>Meanwhile, U.S. equities declined on Thursday. At the time of writing, the <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF </a>(SPY), which tracks the S&amp;P 500 index, was down by 0.96%, the <a href="https://stocktwits.com/symbol/SPY">Invesco QQQ Trust ETF</a> (QQQ) fell 1.53%, while the <a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) declined 0.67%.Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘bearish’ territory.The <a href="https://stocktwits.com/symbol/TLT">iShares 20+ Year Treasury Bond ETF</a> (TLT) was up by 1.29% at the time of writing, while the <a href="https://stocktwits.com/symbol/IEF">iShares 7-10 Year Treasury Bond ETF</a> (IEF) rose 0.53%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/americans-bear-the-brunt-of-trump-tariffs-as-per-ny-fed-report/cZRTtkCR4rt">Americans Bear The Brunt Of Trump’s Tariffs, As Per NY Fed Report</a>

FEBRUARY 11: A security guard is seen next to the logo of the U.S. Department of Homeland Security (Photo by Celal Gunes/Anadolu via Getty Images)

Is A Partial Government Shutdown On The Cards This Weekend?

Democrats on Thursday blocked a Republican-backed measure to secure votes to fund the Department of Homeland Security beyond the Feb. 13 midnight deadline. 

<ul class="summary-bullets"><li>Citi also increased the price target on Cisco to $90 from $85 and kept a Buy rating on the shares.&nbsp;</li><li>Cisco reported second-quarter adjusted total gross margin of 67.5%, compared to 68.7% from the same period last year.&nbsp;</li><li>Cisco also said that its AI Infrastructure orders from hyperscalers was at $2.1 billion.</li></ul>Shares of Cisco Systems, Inc. (CSCO) declined over 12% on Thursday, the most since May 2022, after the company’s gross margins came in below Wall Street’s expectations in its latest earnings report.Cisco reported second-quarter adjusted total gross margin of 67.5%, compared to 68.7% from the same period last year.However, UBS and Citi raised price targets on the technology company following its earnings release, according to TheFly. Meanwhile, retail sentiment on Stocktwits around CSCO shares remained in the ‘extremely bullish’ territory over the past 24 hours.<h2 class="st-heading-2">Analyst Rationale</h2>UBS raised its price target on Cisco to $95 from $90 and kept a ‘Buy’ rating on the shares, citing the acceleration of Cisco's artificial intelligence order momentum during the quarter. The analyst said this boosted the company’s FY26 revenue visibility and FY27 growth potential.Meanwhile, Citi also increased the price target on Cisco to $90 from $85 and kept a Buy rating on the shares. The analyst said that the company's weaker gross margins from higher memory costs were offset by its networking momentum in the quarter, and cited multiple expansions of AI stocks for the target boost.<h2 class="st-heading-2">Q2 Earnings</h2>In its second-quarter (Q2) <a href="https://stocktwits.com/news-articles/markets/equity/why-is-cisco-stock-sinking-even-after-upbeat-q2-results/cZRTedgR4AF">earnings</a> update, Cisco clocked quarterly revenue of $15.35 billion, ahead of street estimates of $15.12 billion, as per data from Fiscal AI. The company reported adjusted earnings per share of $1.04, marginally higher than the $1.02 expectations.The company said that the squeezed gross margins were a result of rising memory chip costs. However, the company said that it has already raised prices to beat the higher costs and is also revising terms with customers.Cisco also said that its AI Infrastructure orders from hyperscalers were at $2.1 billion. The company said it expects annual revenue of $61.2-$61.7 billion for 2026, and forecast adjusted profit to be between $4.13 and $4.17.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Message volume around CSCO shares remained in the ‘extremely high’ territory, jumping 757% in 24 hours, according to data from Stocktwits on Thursday morning.One bullish user said the pullback was ‘nice,’ encouraging users to keep buying shares after noting that it was a margin issue and not demand.<stembedurl>https://stocktwits.com/Stayinvest/message/644790812</stembedurl>&nbsp;Shares of CSCO have risen more than 20% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/lunr-stock-is-reportedly-a-buy-at-deutsche-bank-despite-retail-doubt/cZRTrE5R4rq">LUNR Stock Is Reportedly A ‘Buy’ At Deutsche Bank Despite Retail Doubt — Here’s Why</a>

Cisco logo is displayed on a mobile phone with the digital screen visible in the background in this photo illustration in Brussels, Belgium, on November 11, 2025. 

CSCO Stock Tumbles Amid Gross Margin Miss — Why Does The Street See An Upside?

UBS raised its price target on Cisco to $95 from $90 and kept a ‘Buy’ rating on the shares, citing the acceleration of Cisco's artificial intelligence order momentum during the quarter. 

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

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QQQ Stock Price Today - Get QQQ News, Analysis and Trading Ideas

3%+ above current levels

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The Nasdaq 100 continues to hinge on mega-cap tech and AI strength. With rate expectations shifting and valuations stretched, even a 3% move could signal a bigger trend. Is momentum building, or fading?

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Traders are keenly awaiting tomorrow's CPI report, anticipating whether inflation data will trigger a market rally or another significant sell-off.

Messages express frustration over perceived market manipulation as "algos" repeatedly "pump" and "save" futures after steep drops, trapping short-sellers.

Concerns are mounting over AI's potential to disrupt traditional business models, leading to significant sell-offs in software and other sectors.

QQQ is trending amidst intense speculation surrounding upcoming CPI data, as bears foresee deeper declines fueled by concerns over AI disruption and overall tech valuations, while bulls actively anticipate "V-shape recoveries" and "algo saves" to buy dips in the tech-heavy index.

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