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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 due to a significant EPS miss attributed to a one-time tax charge, sparking debate about its impact and future performance. The community is analyzing whether the sell-off is an overreaction, considering the company's revenue beat and increased spending on AI and data centers. Some traders view this dip as a buying opportunity, while others are concerned about Meta's spending and the overall market's reaction.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle's stock is trending due to a significant after-hours drop following its earnings report, with lowered full-year guidance sparking concern. The community is discussing the revenue miss and questioning the justification for the steep decline, while some investors see it as a buying opportunity, anticipating a potential bounce. Broader economic concerns and cost pressures in the restaurant sector are also contributing to the conversation.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending due to anticipation surrounding earnings, with discussions focusing on Azure's performance and the impact of AI investments. Community members are closely watching guidance and debating whether the stock will surge or face headwinds. Concerns about potential cloud infrastructure spending bubbles and recent Azure outages add to the mix of opinions.

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 is trending amid mixed sentiment, with some traders pointing to an EPS miss and concerns about debt, while others highlight strong sales volume and potential for a short squeeze. Community discussions revolve around the company's profitability, sales figures, and upcoming earnings report, with some labeling the stock a "scam" and others anticipating a pump. Analysts' price target reiterations are also being discussed.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet's stock is trending following a positive reaction to news of strong cloud growth, AI advancements, and a JP Morgan price target increase. The community is discussing the potential for further gains, with some eyeing a move to $300 and beyond and continued dominance in the AI space. Upcoming earnings are a key focal point, with investors weighing the potential for continued growth.

Alphabet Inc - Ordinary Shares - Class C

Recent reports of a quantum computing breakthrough and a potential multi-billion dollar cloud deal with Anthropic are driving positive sentiment for $GOOG. The Stocktwits community is closely watching the potential impact on earnings and the competitive landscape, particularly in AI and cloud services. Some traders are expressing concerns about market overextension, while others remain bullish, anticipating further gains.

Starbucks Corp. engages in the production, marketing, and retailing of specialty coffee. It operates through the following segments: North America, International, and Channel Development. The North America segment focuses on the United States and Canada. The International segment is involved in China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America, and Caribbean. The Channel Development segment includes roasted whole bean and ground coffees, Seattle’s Best Coffee, and Teavana-branded single-serve products. The company was founded by Jerry Baldwin and Howard D. Schultz on November 4, 1985, and is headquartered in Seattle, WA.

Starbucks Corp.

Starbucks Corp

Starbucks is trending due to concerns surrounding its recent earnings, particularly a significant drop in operating income and margins. The community is debating the effectiveness of the current CEO and the sustainability of the company's pricing strategy amidst layoffs and closures. Discussions also involve the competitive landscape, with some suggesting smaller coffee shops and international players like Luckin Coffee are posing a threat.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARBB is trending as traders discuss a potential breakout and possible squeeze, focusing on accumulation patterns and the need to break the $7-$8 resistance level. Community members are pointing to the low float and growing volume as potential catalysts for a significant upward move. Some traders are also speculating about news related to the company's market cap being undervalued.

Emergent BioSolutions Inc. engages in the development, manufacture, and commercialization of medical countermeasures. It operates through the following segments: Commercial Product Sales, MCM Product Sales, and Services. The Commercial Product Sales segment includes NARCAN products and other commercial products that were sold as part of the travel health business. The MCM Product Sales segment focuses on the Anthrax - MCM products, Smallpox - MCM products and other products. The Services segment consists of the company’s Bioservices offerings. It offers products for civilian and military populations that address accidental, intentional, and naturally occurring public health threats. The company was founded by Fuad El-Hibri on September 5, 1998 and is headquartered in Gaithersburg, MD.

Emergent Biosolutions Inc

EBS is trending due to recent earnings reports and raised full-year forecasts, sparking optimism among investors. The community is focused on potential credit and stock upgrades, as well as speculation about a short squeeze. Discussions also involve possible buybacks and debt repayment strategies by the company.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladoc is trending as the community discusses its potential turnaround, spurred by preliminary earnings and the departure of its CFO. While some express frustration over past performance and debate its valuation, others highlight potential catalysts like AI integration, government partnerships, and a possible short squeeze. Bullish sentiment is fueled by technical indicators and institutional buying, with the community closely watching for a breakout above key resistance levels.

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<ul class="summary-bullets"><li>Cortex AgentiX automates cybersecurity tasks, reducing mean time to resolution by 98%.</li><li>Prebuilt AI agents accelerate threat response across Security Operations Centers (SOCs) and IT operations.</li><li>The standalone AgentiX platform is expected in early 2026.</li></ul>Palo Alto Networks (PANW) has unveiled Cortex AgentiX, a platform designed to manage and deploy autonomous AI agents to handle cybersecurity issues across businesses.&nbsp;Cortex AgentiX builds on the company’s decade-long expertise in security automation and allows AI agents to execute complex tasks with minimal human intervention.&nbsp;The automated agentic response delivers up to a 98% reduction in mean time to resolution (MTTR) and cutting manual labor by 75%.<h2 class="st-heading-2">Aiding In Security Operations</h2>Initially focused on Security Operations Centers (SOCs), AgentiX leverages prebuilt agents to tackle AI-accelerated cyber threats up to 100 times faster than traditional methods.&nbsp;Agents include Threat Intelligence, Email Investigation, Endpoint Investigation, Network Security, Cloud Security, and IT operations.<a href="https://stocktwits.com/symbol/PANW">Palo Alto Networks’ stock</a> inched 0.5% higher on Tuesday morning. However, on Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">Customization And Integration&nbsp;</h2>Organizations can create custom no-code agents using a generative AI builder that integrates with over 1,000 enterprise tools and supports the Model Context Protocol (MCP).The platform is currently accessible through Cortex Cloud and Cortex XSIAM, with Cortex XDR and the standalone AgentiX platform expected in early 2026.&nbsp;<blockquote>"Unleashing autonomous agents without tight control is a recipe for disaster. That's why we built AgentiX on our proven Cortex platform, delivering the full power of agentic AI with the control, traceability, and permission management every enterprise demands.”-Gonen Fink, EVP of Products, Cortex, Palo Alto Networks.</blockquote>&nbsp;“When applied to security teams, this isn't just automation; it's the end of manual toil. We're freeing your experts to transform the SOC, not just chase alerts," he said.Palo Alto Networks’ stock has gained over 22% in the last 12 months.&nbsp;Also See:<a href="https://stocktwits.com/news-articles/markets/equity/trump-jerome-powell-will-be-out-in-a-few-months/cLGjgswR3HQ">Trump Says Jerome 'Too Late' Powell Will Be Out In A Few Months, Calls For Candidate Suggestions To Replace Him</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Palo Alto Networks Inc.

Palo Alto Networks Launches Cortex AgentiX To Automate Cybersecurity Response

Cortex AgentiX automates cybersecurity tasks, reducing mean time to resolution by 98%.

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Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

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