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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is drawing significant attention ahead of its earnings report, fueling a heated debate over its high valuation and dilution concerns, though bulls emphasize its strong AI execution and crucial government contracts.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

SNAP is trending as investors debate its valuation ahead of the upcoming Q4 earnings report, with strong community sentiment split between expectations for a rebound from its current low price and ongoing concerns over monetization strategy, management, and the new AR glasses subsidiary.

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.

NVIDIA Corp

NVIDIA is experiencing significant volatility as CEO Jensen Huang clarified the company's investment approach with OpenAI, addressing concerns about a rumored $100 billion commitment by emphasizing a disciplined, step-by-step engagement. This news, combined with the market impact of new 0DTE options, is fueling a sharp divergence in community sentiment regarding the future of AI spending and competitive pressures.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is witnessing strong bullish momentum driven by fervent community speculation surrounding a potential "monumental" acquisition led by CEO Ryan Cohen, a narrative amplified by a canceled interview and investor chatter referencing figures like Michael Burry. Retail traders are actively pushing the stock, anticipating a significant breakout and transformative corporate developments.

Atossa Therapeutics, Inc. operates as a clinical-stage pharmaceutical company, which engages in the development of novel therapeutics and delivery methods for the treatment of breast cancer and other breast conditions. The company was founded by Steven C. Quay and Shu Chih Chen in December 2008 and is headquartered in Seattle, WA.

Atossa Therapeutics Inc

ATOS is trending due to widespread negative sentiment surrounding its imminent reverse stock split, which many in the community believe will lead to further dilution and benefit shorts, while management faces intense criticism for perceived lack of transparency and a recent Orphan Drug Designation for DMD is seen as a distraction.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Walt Disney Co is a focal point after its latest earnings report showcased strong performance in its Experiences division and growing streaming profitability, coupled with a substantial share buyback program, though this was met with a notable market reaction. Conversation centers on the company's content strategy, the ongoing CEO succession, and its future growth trajectory amidst concerns about long-term stock stagnation.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood Markets is experiencing a significant pullback, widely attributed to a broad crypto market downturn and reduced prediction market activity, sparking a community debate between those who see it as an attractive buying opportunity and others concerned about potential market manipulation or deeper issues ahead of upcoming earnings.

ProShares Trust - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

ProShares Ultra Bloomberg Natural Gas (BOIL) is plummeting as updated weather forecasts for mid-February predict warmer temperatures, reversing the recent cold-snap rally. This "widow maker" ETF's extreme volatility has the community debating if the sharp sell-off is a "rug pull" and considering shifting to its inverse, KOLD.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is heavily trending ahead of its upcoming earnings report, as the community grapples with a prolonged stock decline, widespread accusations of market manipulation, and fierce debate over its perceived deep undervaluation. Sentiment remains sharply divided between those predicting further downside and others anticipating a strong rebound given the company's fundamentals.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending ahead of its highly anticipated earnings report, with community discussion intensely focused on whether expected record revenue growth in AI infrastructure can finally trigger a short squeeze and re-rate its perceived undervaluation, or if lingering concerns over management's past performance and margin pressure will persist.

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<ul class="summary-bullets"><li>Wall Street analysts expect the company to report revenue of $10.34 billion for the quarter, about an 82% increase from the same period last year.&nbsp;</li><li>Analyst expectations for earnings per share are at $0.49, a drop of about 18% compared to the same period last year.&nbsp;</li><li>Earlier in January, Citi lowered its price target on Super Micro to $39 from $48 with a ‘Neutral’ rating, citing adjusted targets for 2026.</li></ul>Shares of Super Micro Computer Inc. (SMCI) edged up nearly 5% on Monday, ahead of the tech company’s second-quarter (Q2) 2026 earnings report scheduled to be released on Feb. 3 after market hours.Super Micro Computer is a California-based technology solutions company that deals in enterprise, cloud, artificial intelligence, metaverse, and IT infrastructure.<h2 class="st-heading-2">Q2 Earnings Expectations</h2>According to data from Fiscal.ai, Wall Street analysts expect the company to report revenue of $10.34 billion for the quarter, about an 82% increase from the same period last year.However, street expectations for earnings per share are at $0.49, a drop of about 18% compared to $0.6 reported in the same period last year.Earlier in January, Citi lowered its price target on Super Micro to $39 from $48 with a ‘Neutral’ rating, citing adjusted targets for 2026. Meanwhile, Goldman Sachs initiated coverage of the company with a ‘Sell’ rating and a price target of $26, adding that while it expects the company to be strong in the AI server market, it sees limited visibility for improving profits.Mizuho also lowered its price target on Super Micro Computer to $31 from $45 while maintaining a ‘Neutral’ rating on the shares, citing modest upside for semiconductor companies in 2026.Shares of SCMI were trading around $30.36 at the time of writing.<h2 class="st-heading-2">Company Updates</h2>Super Micro Computer is a key partner for Nvidia Corp. (NVDA). Earlier in January, the company announced it would provide AI-driven retail solutions, using its Edge AI systems and Nvidia RTX PRO Blackwell technology, to multiple retail partners, including Everseen, Kinetic Vision, ALLSIDES, LiveX, WobotAI, and Aible.Prior to that, the company announced a revolving credit facility of up to $2 billion with JPMorgan Chase to provide greater financial flexibility to support operations and growth initiatives.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SMCI">SMCI shares</a> jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_at_1_28_22_AM_png_64fc438e4c.webp" alt="On Stocktwits, retail sentiment around SMCI shares jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes." width="1283" height="152"></figure>One Stocktwits user said that the upcoming earnings release is going to be one of the ‘more interesting earnings reports’ for this company. The user also noted the ‘dramatic increase’ in revenues that are expected, but noted the oddity of the low market value for a profitable company in the tech sector, especially given its revenues.<stembedurl>https://stocktwits.com/Congostockchat/message/643708938</stembedurl>&nbsp;Another bullish user predicted that the company would report $14 billion in revenues and the stock would be over $100 by the end of the week.<stembedurl>https://stocktwits.com/logss/message/643710482</stembedurl>&nbsp;Shares of SMCI have risen about 13% 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/whats-happening-with-vhub-shares-today/cZbgAHjR4k1">This Fully-Automated Store Stock Is Up Over 82% Today — What's Happening With VHUB Shares?</a>

Super Micro Computer, Inc. (Supermicro) logo appears on the screen of a smartphone in Reno, United States, on December 7, 2024.

SMCI Stock Rises Ahead Of Q2 Earnings — What Does The Street Expect?

Super Micro Computer will report its second-quarter (Q2) 2026 earnings on Feb. 3 after market hours. 

Equity

<ul class="summary-bullets"><li>Even if funding is successfully restored, the partial shutdown will impact several key reports scheduled to release this week, including the latest jobs report, as per the Barron’s report.&nbsp;</li><li>The U.S. government went into a partial shutdown on Jan. 31, 2026 after a funding deadline for a 2026 Budget lapsed without Congress approval.&nbsp;</li><li>December’s Job Openings and Labor Turnover Survey release, and the Metropolitan Area Employment and Unemployment release will also be rescheduled.</li></ul>The Bureau of Labor Statistics will reportedly not be releasing the latest January jobs report on Friday due to the partial government shutdown.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.barrons.com/articles/january-jobs-report-delayed-shutdown-5894384c">report</a> from Barron’s, even if funding is successfully restored, the partial shutdown will impact several key reports scheduled to release this week, including the latest jobs report.The U.S. government went into a partial shutdown on Jan. 31, 2026 after a funding deadline for a 2026 Budget lapsed without Congress approval.<h2 class="st-heading-2">Other Delays</h2>Apart from the jobs <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-02/january-jobs-report-will-be-delayed-due-to-shutdown-bls-says?srnd=homepage-americas">report</a>, BLS told Barron’s that December’s Job Openings and Labor Turnover Survey release, and the Metropolitan Area Employment and Unemployment release, initially scheduled to be reported later this week, will also be rescheduled.According to a separate report from Bloomberg, the agency said it will suspend data collection, processing, and dissemination for the duration of the shutdown.The agency spokesperson reportedly said that fresh dates for the releases will be announced after funding is restored.<h2 class="st-heading-2">Partial Government Shutdown</h2>The partial shutdown over the weekend came after negotiations broke down over Democrats objecting to the killing of two protesters in Minneapolis by federal immigration agents. The Labor Department, which houses the BLS, was funded only through Jan. 30.While the Senate has voted to extend funding, the measure must still pass the House, which is scheduled to return on Monday.To avoid a prolonged shutdown, the Senate separated DHS funding from other agencies and approved a two-week stopgap after reaching a deal with the White House to negotiate Democratic demands. President Donald Trump’s administration agreed to temporarily fund DHS at current levels.The BLS, still recovering from last year’s record shutdown, also produces CPI and other key economic data that may be affected.Meanwhile, U.S. equities rose in Monday’s mid-day trade. 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 up by 0.66%, the <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) rose 1%, and the <a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) climbed 0.97%. Tech-heavy <a href="https://stocktwits.com/symbol/NDX">Nasdaq-100</a> (NDX) gained 1.03% at the time of writing.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 down by 0.12% at the time of writing, while the <a href="https://stocktwits.com/symbol/IEF">iShares 7-10 Year Treasury Bond ETF</a> (IEF) fell 0.14%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/warsh-fed-chair-bid-faces-test-of-unity-trust-atlanta-fed-president-reportedly-says/cZbgHLrR4kq">Warsh’s Fed Chair Bid Faces Test Of Unity And Trust, Atlanta Fed President Reportedly Says</a> &nbsp;

US Government Shutdown Will Reportedly Delay January Jobs Data

The Bureau of Labor Statistics will not be releasing the latest January jobs report on Friday due to the partial government shutdown, according to a report from Barron’s.

US Government Shutdown Will Reportedly Delay January Jobs Data 

<ul class="summary-bullets"><li>According to a report from Reuters, Bostic said at the Rotary Club of Atlanta that Warsh will have to deal with a "tall task" while helming the Federal Reserve.</li><li>Bostic reportedly said he believes the Fed should hold rates steady and not cut rates at all this year.</li><li>He added that cutting rates would make it difficult to curtail inflation and bring it back to its target or even get it on a trajectory to that.</li></ul>Atlanta Fed President Raphael Bostic reportedly said that U.S. President Donald Trump's Federal Reserve chair nominee Kevin Warsh has a sizable task ahead of him if he is confirmed in the position.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/warsh-face-tall-task-fed-chair-bostic-says-2026-02-02/">report</a> from Reuters, Bostic said at the Rotary Club of Atlanta that Warsh will have to deal with a "tall task" while helming the Federal Reserve, especially with regard to convincing all the members of the committee to align with him on monetary policy decisions.Trump <a href="https://stocktwits.com/news-articles/markets/equity/trump-nominates-kevin-warsh-as-next-fed-chair/cmySKL9R4SR">nominated</a> Fed governor Kevin Warsh as the next Federal Reserve Chair on Friday in a post on Truth Social.<h2 class="st-heading-2">The Road Ahead</h2>Trump has said he nominated Warsh partly because the former Fed governor agrees that key borrowing rates in the country should be lower. The president has been urging current Fed Chair Jerome Powell, whose term will end in mid-May, to lower interest rates further."If you want to have policy enacted or go in a direction that you want, you've got to convince them to go along, and in order to do that, you've got to build a relationship with them," Bostic said on Monday, as per the Reuters report.He also added that Warsh will have to build trust, and demonstrate wisdom as well as guidance. “And those things don't happen overnight. And so it's just a huge undertaking," Bostic added.Bostic shares Powell’s views, reportedly saying he believes the Fed should hold rates steady and not cut rates at all this year.Last week, the Federal Reserve announced that it will hold key interest rates steady at 3.50% - 3.75%, in line with market expectations.Bostic said that he thinks this is the time to be patient as the economy is now strong and the labor market has stabilized. He said that cutting rates would make it difficult to curtail inflation and bring it back to its target or “even get it on a trajectory to that.”<h2 class="st-heading-2">Economic Outlook</h2>Speaking at the Rotary Club of Atlanta, Bostic <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/videos/2026-02-02/fed-s-bostic-i-don-t-know-warsh-but-wish-him-the-best-video">said</a> that the American economy looks resilient. He said that he believes the country will exhibit strong economic performance in the first half of 2026 and noted that by midyear, the economy would reach an equilibrium.However, Bostic warned that inflation would likely remain elevated and be a source of concern. He added that the economy is still reeling from the effects of Trump’s tariffs and it would be premature to declare that inflation is under control.Meanwhile, U.S. equities rose in Monday’s mid-day trade. 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 up by 0.70%, the <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) rose 1.02%, and the <a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) climbed 1.07%. Tech-heavy <a href="https://stocktwits.com/symbol/NDX">Nasdaq-100</a> (NDX) also gained 1.07% at the time of writing.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 down by 0.22% at the time of writing, while the <a href="https://stocktwits.com/symbol/IEF">iShares 7-10 Year Treasury Bond ETF</a> (IEF) fell 0.16%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/sndk-shares-how-much-more-upside-does-the-street-see/cZbgtUxR4k8">SNDK Shares Have Climbed 143% In The Past Month — How Much More Upside Does The Street See?</a> &nbsp;

Kevin Warsh (L) talks with former EU Finance Minister Elena Salgado in 2010

Warsh’s Fed Chair Bid Faces Test Of Unity And Trust, Atlanta Fed President Reportedly Says

Atlanta Fed President Raphael Bostic reportedly said that Kevin Warsh will have to build trust, and demonstrate wisdom and guidance if he is confirmed in the position.

Warsh’s Fed Chair Bid Faces Test Of Unity And Trust, Atlanta Fed President Reportedly Says 

Atlanta Fed President Raphael Bostic reportedly said that Kevin Warsh will have to build trust, and demonstrate wisdom and guidance if he is confirmed in the position.


<ul class="summary-bullets"><li>Barclays raised the price target on SanDisk to $750 from $385 and maintained an ‘Equal Weight’ rating on the shares, according to TheFly.</li><li>Bernstein also raised its price target on SanDisk to $1,000 from $580 with an ‘Outperform’ rating on the shares following its quarterly results.&nbsp;</li><li>Sandisk reported second-quarter (Q2) 2026 results on Jan. 29, recording a revenue of $3.03 billion, 31% higher sequentially, and adjusted earnings per share of $6.20, almost double the street consensus.</li></ul>Shares of Sandisk Corp. (SNDK) continued their upward momentum on Monday, gaining over 16% after the flash memory company posted strong quarterly results and forecasts last week.Barclays is the latest analyst to upgrade its price target on Sandisk after its earnings report. Tom O'Malley raised the price target on SanDisk to $750 from $385 and maintained an ‘Equal Weight’ rating on the shares, according to TheFly.SNDK stock has surged nearly 143% in the past month and rallied a whopping 1,756% in the past year.<h2 class="st-heading-2">Street Consensus</h2>Bernstein also raised its price target on SanDisk to $1,000 from $580 with an ‘Outperform’ rating on the shares following its quarterly results. That is about a 50% upside compared to its current price of about $668.50.Bernstein analyst Mark C. Newman cited the "significant beat and guide to usher in the Year of the Fire-Horse" for the significant increase, one of the highest targets on the street at present, according to Investing.com.Meanwhile, Bank of America raised SanDisk’s to $850 from $390 last week, with a ‘Buy’ rating on the shares for its quarterly results coming in "massively above" street expectations, the analyst said, as per TheFly.Cantor Fitzgerald provided a price target of $800, up from $550, on SanDisk and maintained an ‘Overweight’ rating on the shares.Goldman Sachs more than doubled its price target on the company, raising it to $700 from $320, with a ‘Buy’ rating. Apart from the results, the analyst also cited tight NAND supply, accelerating demand, and an improving product mix that could contribute to the company beating street estimates over the next 12 months, it said, as per TheFly.RBC Capital, Citi, Morgan Stanley, and Jefferies are among other analysts that upgraded the stock’s price targets after its stellar performance.<h2 class="st-heading-2">Strong Earnings</h2>Sandisk <a href="https://stocktwits.com/news-articles/markets/equity/sandisk-stock-soars-17-after-hours-as-results-outlook-blow-past-estimates/cmySdt5R41m">reported</a> second-quarter (Q2) 2026 results on Jan. 29. The company reported revenue of $3.03 billion for the quarter, 31% higher sequentially, and above street estimates of $2.64 billion.The company also reported adjusted earnings per share of $6.20 for the second quarter, &nbsp;almost double street consensus of $3.33 per share.Sandisk also provided third-quarter forecasts, with revenue at a midpoint of $4.6 billion and adjusted profit at a midpoint of $14 per share.<h2 class="st-heading-2">What Do Stocktwits Users Think?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SNDK">SNDK shares</a> remained in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_at_11_03_00_PM_png_abbfdc7991.webp" alt="On Stocktwits, retail sentiment around SNDK shares remained in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes." width="1290" height="144"></figure>One user listed Sandisk’s “blow out” quarterly results that beat estimates, large guidance for the next quarter, and analysts raising price targets as massive upsides for the company.<stembedurl>https://stocktwits.com/xUltraCash/message/643658767</stembedurl>&nbsp;A bullish user predicts that the company’s shares could more than double to $1,400 by the end of the year.<stembedurl>https://stocktwits.com/dinoz1001/message/643694963</stembedurl>&nbsp;Another bullish user called Sandisk a ‘high growth tech stock’ and the company a ‘beast.’<stembedurl>https://stocktwits.com/rami1609/message/643673686</stembedurl>&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/whats-happening-with-vhub-shares-today/cZbgAHjR4k1">This Fully-Automated Store Stock Is Up Over 82% Today — What's Happening With VHUB Shares?</a>&nbsp;

SanDisk adapter and microSD card are seen in this illustration photo taken in Krakow, Poland on January 30, 2023.

SNDK Shares Have Climbed 143% In The Past Month — How Much More Upside Does The Street See?

Shares of Sandisk Corp. continued their upward momentum on Monday, gaining over 16% after the company posted strong quarterly results last week.

<ul class="summary-bullets"><li>On Monday, the company announced the appointment of former Amazon Executive, Ian Rasmussen, to lead smart store expansion across the U.S.</li><li>Rasmussen is a former Amazon Web Services executive, who worked closely with the retail giant’s checkout technologies, computer vision, IoT, and self-checkout systems for nearly a decade.</li><li>Currently, VenHub operates five autonomous, AI-powered convenience stores in California, with plans to expand further.</li></ul>Shares of freshly-listed VenHub Global Inc. (VHUB) shot up over 82% on Monday. The autonomous smart store company began trading on Nasdaq on Jan. 30, a move that Founder and CEO Shahan Ohanessian called “more than a financial milestone.”On Monday, the company announced the appointment of former Amazon Executive, Ian Rasmussen, to lead smart store expansion across the U.S.Headquartered in Las Vegas, Nevada, VenHub operates fully-autonomous smart stores without on-site staff. Stores leverage robotic automation, real-time inventory tracking, and mobile-based checkout shopping experiences.<h2 class="st-heading-2">Growth Goals</h2>With Rasmussen’s appointment, VenHub aims to double-down on enterprise partnerships, operator onboarding, and go-to-market scalability across key verticals.Rasmussen, a former Amazon Web Services executive, who worked closely with the retail giant’s checkout technologies, computer vision, IoT, and self-checkout systems over nearly a decade, will report directly to CEO Ohanessian, the company said.“Our Smart Stores are already operating in real communities, serving customers around the clock and delivering value every day, proving that unattended retail is not a future concept, it is a reality today,” said Ohanessian.“As we scale, commercial discipline and operational readiness will play a key role in our ability to achieve our growth goals. Ian brings deep experience turning advanced retail technology into repeatable, revenue-generating deployments at enterprise scale,” Ohanessian added.<h2 class="st-heading-2">Smart Retail Presence</h2>Currently, VenHub operates five autonomous, AI-powered convenience stores in California, with plans to expand further. The company is also in the process of acquiring more than 20 patents in robotics, automation, smart infrastructure, and store operations, and is developing software and firmware to power its network.Ohanessian said the company’s public listing marks its readiness and ability to execute, which will help unlock additional opportunities to further growth. The robotic store company’s public listing was announced shortly after its deal to combine with blank-check company Target Global Acquisition I was called off in 2025.VenHub says it has near-zero theft and secure, 24/7 access to everyday essentials, making it a scalable convenience store option across cities, retail networks, and infrastructure operators.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/VHUB">VHUB stock</a> was in the ‘neutral’ territory over the past 24 hours amid ‘extremely low’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_at_9_51_04_PM_png_534a94f05a.webp" alt="On Stocktwits, retail sentiment around VHUB stock was in the ‘neutral’ territory over the past 24 hours amid ‘extremely low’ message volumes." width="1277" height="166"></figure>One user pointed out the company’s Amazon hire, calling it a ‘sleeping giant.’<stembedurl>https://stocktwits.com/TradingUK/message/643657383</stembedurl>&nbsp;Another bullish user said the uptrend was not done yet, estimating shares to go over $30.<stembedurl>https://stocktwits.com/JakesFlorida/message/643658726</stembedurl>&nbsp;Shares of VHUB were trading around $10.74 at the time of writing.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

A woman passes VenHub, a robot operated convenience store on Vanowen Street in North Hollywood on Wednesday, April 16, 2025. (Photo by Sarah Reingewirtz/MediaNews Group/Los Angeles Daily News via Getty Images)

This Fully-Automated Store Stock Is Up Over 82% Today — What's Happening With VHUB Shares?

VenHub Global Inc. began trading on Nasdaq on Jan. 30 under the ticker ‘VHUB.’

<ul class="summary-bullets"><li>Bowman reportedly said that the key issue at the latest meeting was largely about timing.</li><li>The Fed Governor added that her assessment of economic risks remains the same, with inflation likely to continue toward the 2% target.&nbsp;</li><li>Earlier on Friday, President Donald Trump nominated Kevin Warsh to be the next Federal Reserve Chair in a post on Truth Social.</li></ul>Federal Reserve’s Vice Chair for Supervision, Michelle Bowman, reportedly said on Friday that she believes key rates in the U.S. must fall, despite her vote to hold steady this week.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/feds-bowman-still-supports-rate-cuts-despite-backing-pause-recent-meeting-2026-01-30/">report</a> from Reuters, Bowman voted to hold monetary policy steady so as to gather additional data before voting next.She added that she estimates the need for three more quarter-percentage-point or 25 basis points rate cuts this year, adding that the latest Federal Reserve decision was simply to do with the timing of the next move.Bowman voted to keep benchmark interest rates steady at 3.50% - 3.75% levels in the Fed’s <a href="https://stocktwits.com/news-articles/markets/equity/federal-reserve-hold-rates-in-first-policy-meeting-of-2026-despite-pressure-from-trump/cmyggYyR40V">first policy meeting</a> of 2026. Fed Governors Stephen I. Miran and Christopher J. Waller voted to lower the target range by 25 bps.The Federal Open Market Committee’s next meeting is scheduled for March 17-18.<h2 class="st-heading-2">Bowman’s Rationale</h2>After cutting interest rates by a cumulative 75 bps over 2025, Bowman reportedly said that the key issue at the latest meeting was largely about timing, and whether to continue easing policy quickly and reach a neutral stance by April, or to move more gradually toward neutrality over the course of the year.The Fed Governor added that her assessment of economic risks remains the same, with inflation likely to continue toward the 2% target. However, Bowman acknowledged early signs of labor-market stabilization and cited data limitations caused by last fall’s U.S. government shutdown as reasons to delay additional rate cuts.“We can afford to take time and 'keep policy powder dry' for a little while in order to carefully assess how the lower degree of policy restraint is flowing through to ‍broader financial conditions and strengthening the labor market," she said as per the report."We should also not imply that we expect to maintain the current stance of policy for an extended period of time," Bowman added.<h2 class="st-heading-2">Fed Chair Nomination</h2>Meanwhile, earlier on Friday, President Donald Trump <a href="https://stocktwits.com/news-articles/markets/equity/trump-nominates-kevin-warsh-as-next-fed-chair/cmySKL9R4SR">nominated</a> Kevin Warsh to be the next Federal Reserve Chair in a post on Truth Social.Warsh was widely seen to be the front-runner for the position after Trump had praised White House National Economic Advisor Kevin Hassett for his performance in his current role and had indicated to keep him in the position.Meanwhile, U.S. equities were trading in the red in Friday’s after-market hours. 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 0.13%, the <a href="https://stocktwits.com/symbol/qqq">Invesco QQQ Trust ETF</a> (QQQ) fell 0.19%, while the <a href="https://stocktwits.com/symbol/dia">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) declined 0.15%.Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘extremely bearish’ territory.The <a href="https://stocktwits.com/symbol/tlt">iShares 20+ Year Treasury Bond ETF</a> (TLT) closed down by 0.56% on Friday, while the <a href="https://stocktwits.com/symbol/ief">iShares 7-10 Year Treasury Bond ETF</a> (IEF) ended the day 0.06% lower.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/kevin-hassett-backs-trump-fed-choice/cmySY4jR4Sm">Hassett Backs Trump’s Fed Choice, Says He Has ‘High Regard For Kevin’</a>

Michelle Bowman, nominee to be Vice Chairman for Supervision, Board of Governors of the Federal Reserve System, arrives for her confirmation hearing on April 10, 2025. (Bill Clark/CQ-Roll Call, Inc via Getty Images)

Fed’s Bowman Says Interest Rates Must Fall, Anticipates 75 Bps Cut This Year: Report

According to a report from Reuters, Bowman voted to hold monetary policy steady so as to gather additional data before voting next.

<ul class="summary-bullets"><li>TD Cowen raised its price target on Western Digital to $325 from $200, with a ‘Buy’ rating, citing the firm’s strong results.</li><li>Morgan Stanley raised the firm's price target to $306 from $260, with an ‘Overweight’ rating, while comparing its demand strength and visibility to that of Seagate Technology.</li><li>Goldman Sachs, Citi, JPMorgan, and UBS were among other analysts who also raised their price targets on the company.</li></ul>Shares of Western Digital Corp. (WDC) tanked more than 10% on Friday, a day after reporting strong second-quarter (Q2) earnings.The company reported revenue of $3.02 billion for the quarter, 25% higher compared to the same period last year, and above analyst estimates of $2.9 billion.The data storage company reported earnings of $2.13 per share for the quarter, also beating analyst estimates of $1.93 per share.<h2 class="st-heading-2">Street Consensus</h2>TD Cowen raised its price target on Western Digital to $325 from $200, with a ‘Buy’ rating, citing the firm’s results. The analyst said results reflect strong execution, which supports its gross margin expansion, according to TheFly.Bank of America analyst Wamsi Mohan also increased Western Digital’s price target to $345 from $257, while maintaining a ‘Buy’ rating on the shares. The analyst said the company reported fiscal Q2 earnings above expectations and guided above Street estimates on all metrics.Meanwhile, Morgan Stanley raised the firm's price target to $306 from $260, with an ‘Overweight’ rating. The analyst said that Western Digital showed very similar demand strength and visibility like Seagate Technology Holdings (STX). Morgan Stanley said that despite this, the market continues to underappreciate sustainable pricing tailwinds and the subsequent flow-through to margins and EPS.Goldman Sachs, Citi, JPMorgan, and UBS were among other analysts who also raised their price targets on the company.<h2 class="st-heading-2">Hyperscaler Focus</h2>On Friday, Western Digital CEO Irving Tan said in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=ihKUjsCNeRk">interview</a> with CNBC that the company is focusing on hyperscaler demand, adding that it is where the “bulk of storage is happening.”“In fact, storage is really growing increasingly to the cloud,” Tan said. He added that enterprises are moving more of their storage to the cloud to take advantage of AI capabilities.“We’ve really pivoted our engineering teams to be very close to the needs of our hyperscale customers, not only in terms of the capacity requirements that they have, but what are the feature, functionality, and capabilities that we need to deliver for them to be able to prepare for AI applications coming down the road as well,” he said.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around WDC shares remained on the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.One bullish user said that the fundamentals of the company are still looking good, even though memory shortage is an issue.<stembedurl>https://stocktwits.com/Philly12684/message/643487235</stembedurl>&nbsp;Another bullish user said that the markets are in a ‘memory super cycle’ and Western Digital is still incredibly cheap.<stembedurl>https://stocktwits.com/Philly12684/message/643452313</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/wdc">Shares of WDC</a> have more than quadrupled in the last year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/webull-stock-tumbles-to-all-time-low-why-is-retail-still-bullish/cmySsV6R4Ss">Webull Stock Tumbles To All-Time Low — Why Is Retail Still Bullish?</a>&nbsp;

 In this photo illustration, the Western Digital company logo is seen displayed on a smartphone screen. 

Western Digital Shares Slip Over 10% Despite Strong Q2 Results — What Does The Street Think?

The company reported revenue of $3.02 billion for the quarter, 25% higher compared to the same period last year, and above analyst estimates of $2.9 billion.

<ul class="summary-bullets"><li>The latest executives to depart Apple include Yinfei Yang, Haoxuan You, Bailin Wang, and Zirui Wang, according to the report.&nbsp;</li><li>Yang has reportedly moved on to start a new company, while You and Bailin Wang have found new positions at Meta.</li><li>As per the report, another Apple executive, Stuart Bowers, among the most senior executives on the Siri team, had earlier left the company to join Google DeepMind.</li></ul>Apple Inc. (AAPL) is reportedly losing artificial intelligence (AI) researchers and Siri executives to competitors, including Meta Platforms Inc. (META) and Alphabet Inc.’s Google (GOOG).According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-30/apple-loses-more-ai-researchers-and-a-siri-executive-in-latest-departures">report</a> from Bloomberg, which cited people familiar with the matter, at least four of the iPhone maker’s AI researchers and one top Siri executive have quit the company in recent weeks and moved to Meta and Google DeepMind.The departures come as Apple works on improving its AI strategy to compete with other big tech companies.<h2 class="st-heading-2">Executive Reshuffle</h2>The latest executives to depart Apple include Yinfei Yang, Haoxuan You, Bailin Wang, and Zirui Wang, according to the report.Yang has reportedly moved on from the tech giant to start a new company. Meanwhile, You and Bailin Wang have found new positions at Meta, according to the people cited in the report.You will join Meta’s Superintelligence research arm while Bailin Wang will join Meta recommendations. Wang has found a position at Google DeepMind.As per the report, another Apple executive Stuart Bowers, among the most senior executives on the Siri team, had earlier left the company to join Google DeepMind.<h2 class="st-heading-2">Apple’s AI Push</h2>Earlier this month, Apple and Google announced a multi-year collaboration under which Apple Foundation Models will leverage Google's Gemini models and cloud technology to power Apple Intelligence features in the future, including developing Siri for more personalized features, expected to launch this year.On Thursday, ahead of its strong first-quarter (Q1) earnings results, Apple reportedly <a href="https://stocktwits.com/news-articles/markets/equity/apple-reportedly-purchases-israeli-audio-ai-startup-ahead-of-q1-earnings/cmyiZSVR41f">acquired</a> Israeli artificial intelligence (AI) audio startup Q.ai for an undisclosed amount.While Apple reportedly did not comment on how it plans to use Q.ai's technology, the company said that the startup had previously worked on new machine learning applications to help devices comprehend whispered speech and also improve audio in difficult environments.Earlier <a href="https://stocktwits.com/news-articles/markets/equity/apple-to-turn-siri-into-chatbot-for-its-products-in-a-bid-to-get-ahead-in-ai-race-report/cmUxTTFR4fy">reports</a> also indicated that Apple is planning to turn Siri into an AI chatbot, code-named Campos. The release could come later this year, as per reports.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AAPL">AAPL shares</a> jumped to ‘extremely bullish’ territory from ‘bullish’ over the past day.Meanwhile, message volumes increased to ‘extremely high’ from ‘high’ levels.One bullish user said that Apple is an AI enabler, adding that its processors allow faster AI responses. The user also highlighted Apple’s partnership with Google, as well as the Q.ai acquisition.<stembedurl>https://stocktwits.com/MomentumWins/message/643458603</stembedurl>&nbsp;Shares of AAPL have gained nearly 9% 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/unity-shares-tumble-after-google-unveils-ai-world-building-tool-ceo-plays-down-the-threat/cmySoMtR4S0">Unity Shares Tumble After Google Unveils AI World-Building Tool – CEO Plays Down The Threat</a> &nbsp;

The Apple logo displays on a screen with a person holding a phone in Knurow, Poland, on September 20, 2025. 

Apple’s AI Researchers Are Reportedly Leaving For Google, Meta 

According to a report from Bloomberg, at least four of Apple’s AI researchers and one top Siri executive have quit the company in recent weeks.

Apple’s AI Researchers Are Reportedly Leaving For Google, Meta

According to a report from Bloomberg, at least four of Apple’s AI researchers and one top Siri executive have quit the company in recent weeks.


<ul class="summary-bullets"><li>BULL stock has lost about 91% of its value from its 52-week high of $79.56.&nbsp;</li><li>On Jan. 27, Webull announced that it has launched ‘zero-commission’ sports prediction markets through its partnership with Kalshi, for major sporting events.&nbsp;</li><li>In April 2025, Webull completed its merger with SK Growth Opportunities Corp., a special-purpose acquisition company (SPAC).</li></ul>Webull Corp. (BULL) shares garnered significant retail attention on Friday after the stock slid over 3% to clock an all-time low of $6.96 in intra-day trading.BULL stock has lost about 91% of its value from its 52-week high of $79.56.However, on Stocktwits, retail sentiment around BULL shares has been in the ‘bullish’ territory over the past 24 hours, amid ‘high’ message volumes.<h2 class="st-heading-2">What’s Retail Saying?</h2>Despite the steep drop, one user said the company had an attractive risk/ reward ratio that cannot be ignored. The user said that even if it was stuck in the $6-$7 range for a while, the stock could ‘easily 5x this year.’<stembedurl>https://stocktwits.com/Wollbird/message/643482594</stembedurl>&nbsp;One bullish user called the stock price drop a classic "de-SPAC" divergence where sentiment tanks even when numbers are good. The user said the company's numbers are good even as the price tanks.<stembedurl>https://stocktwits.com/nWhiteface/message/643412933</stembedurl>&nbsp;However, one bearish user said BULL shares would tank to become a penny stock next month.<stembedurl>https://stocktwits.com/Pashka98/message/643479729</stembedurl>&nbsp;<h2 class="st-heading-2">Sports Betting</h2>On Jan. 27, Webull announced that it has launched ‘zero-commission’ sports prediction markets through its partnership with Kalshi, for major sporting events.The online investment platform said it will offer event contracts across sports, economic indicators, cryptocurrency, and other markets with zero commission trading, though exchange fees still apply."Sports prediction markets represent a natural extension of how our users already interact with markets," said Anthony Denier, Group President &amp; U.S. CEO at Webull, at the time.In April 2025, Webull completed its merger with SK Growth Opportunities Corp., a special-purpose acquisition company (SPAC).<a href="https://stocktwits.com/symbol/bull">Shares of BULL</a> have declined by over 38% 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/kevin-hassett-backs-trump-fed-choice/cmySY4jR4Sm">Hassett Backs Trump’s Fed Choice, Says He Has ‘High Regard For Kevin’</a> &nbsp;

In this photo illustration, the Webull Corporation logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Webull Stock Tumbles To All-Time Low — Why Is Retail Still Bullish? 

Webull’s stock slid over 3% on Friday, to clock an all-time low of $6.96 in intra-day trading. 

<ul class="summary-bullets"><li>The information stolen was largely relating to hardware and software details about AI supercomputing infrastructure, including custom chips, networking systems, and software platforms.</li><li>The charges stated that Ding was also affiliated with two Chinese technology companies as well as the country’s government-backed talent programs and entities.&nbsp;</li><li>The case marks the first-ever conviction on AI-related economic espionage charges, as per the U.S. Department of Justice.</li></ul>Former Alphabet Inc. and Google’s (GOOGL) software engineer Linwei Ding has been found guilty by a federal jury in San Francisco of stealing confidential AI trade secrets from the company to benefit China, the U.S. Department of Justice said on Thursday.38-year-old Ding has been <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.justice.gov/opa/pr/former-google-engineer-found-guilty-economic-espionage-and-theft-confidential-ai-technology">convicted</a> on 7 counts of economic espionage and 7 counts of theft of trade secrets for stealing thousands of pages of confidential information after an 11-day trial.“This conviction exposes a calculated breach of trust involving some of the most advanced AI technology in the world at a critical moment in AI development,” said Assistant Attorney General for National Security John A. Eisenberg in a statement.“Ding abused his privileged access to steal AI trade secrets while pursuing PRC government-aligned ventures. His duplicity put U.S. technological leadership and competitiveness at risk. I commend the trial team and investigators whose exceptional work resulted in this conviction.”Assistant Director Roman Rozhavsky of the FBI's Counterintelligence and Espionage Division also noted that this is the first-ever conviction on AI-related economic espionage charges.“We remain committed to working closely with our partners across the private sector to protect our nation’s innovation, safeguard our trade secrets, and hold our foreign adversaries accountable,” Rozhavsky said.<h2 class="st-heading-2">Charge Details</h2>As per evidence presented between May 2022 and April 2023, Ding stole over 2,000 pages of Google’s information while an employee at the firm, largely relating to hardware and software details about AI supercomputing infrastructure, including custom chips, networking systems, and software platforms.The charges stated that Ding was also affiliated with two Chinese technology companies — one early-stage startup where he was in discussions to be the Chief Technology Officer, and another technology company that he was in the process of founding himself.In multiple statements to potential investors, Ding claimed that he could build an AI supercomputer by copying and modifying Google’s technology, as per the release. In December 2023, less than two weeks before he resigned from Google, Ding downloaded the stolen Google trade secrets to his own personal computer. Evidence also linked Ding to China’s government-backed talent programs and entities.Ding faces up to 15 years per espionage count and 10 years per trade secret theft count, with sentencing pending.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/GOOGL">GOOGL shares</a> was in the ‘bearish’ territory over the past 24 hours amid ‘normal’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_30_at_11_47_17_PM_png_6dbbe98131.webp" alt="On Stocktwits, retail sentiment around GOOGL shares was in the ‘bearish’ territory over the past 24 hours amid ‘normal’ message volumes." width="1268" height="156"></figure>Shares of GOOGLhave risen more than 68% in the past year.The tech giant is slated to report its fourth-quarter (Q4) 2025 results next week, on Feb. 4.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Google logo on a smartphone screen. (Photo Illustration by Costfoto/NurPhoto via Getty Images)

Ex-Google Software Engineer Sentenced For ‘Economic Espionage’ On Sharing AI Trade Secrets With China 

38-year-old Linwei Ding has been convicted on 7 counts of economic espionage and 7 counts of theft of trade secrets for stealing more than 2,000 pages of confidential information.