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AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending after successfully unfolding its BlueBird 6 satellite, the largest commercial communications array ever deployed in low Earth orbit, and securing recent FCC approval for U.S. testing with major carriers, sparking community discussions about potential short squeezes and accelerated commercial rollout.

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 is trending after an earnings report revealed an EPS beat but a revenue miss, largely driven by a notable decline in crypto trading. While some investors see significant growth in other segments and future product initiatives as a buying opportunity, many others view the revenue miss and crypto dependence as a signal for potential further downside.

Mattel, Inc. engages in the ownership of children's and family entertainment franchises. It operates through the following segments: North America, International, and American Girl. The North America and International segments focus on marketing and selling toys and consumer products. The American Girl segment includes marketing, retailing, and publishing dedicated to its mission to help girls grow up with confidence and character. The company was founded by Elliot Handler, Ruth Handler, and Harold Matson in 1945 and is headquartered in El Segundo, CA.

Mattel, Inc.

Mattel (MAT) is actively discussed after a notable holiday-quarter earnings miss led to a sharp sell-off, with the community split between those accumulating shares, believing the decline is an overreaction supported by the new share repurchase program, and others foreseeing further struggles for the toy giant.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan Green in 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyft is trending after a mixed Q4 earnings report, where strong rider growth and a new share buyback program were overshadowed by a revenue miss and conservative Q1 guidance, fueling intense community debate on its competitive future amidst accelerating autonomous vehicle developments.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Next, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Next segment is involved in the expenses and investments for emerging business initiatives aimed at creating value for Ford in vehicle-adjacent market segments. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is trending following a significant Q4 net loss largely due to EV restructuring, yet optimistic 2026 adjusted EBIT guidance and a recent analyst upgrade are driving positive sentiment. The community is actively discussing the company's long-term strategy amidst mixed signals from EV challenges, strong hybrid sales, and new U.S. vehicle loan tax incentives.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending as the FDA's recent refusal to review Moderna's flu vaccine highlights NVAX's protein-based technology and properly designed combination flu/COVID trials, potentially solidifying its position in a key market. The community is actively discussing Matrix-M's broader applications, including in oncology, and rising institutional ownership, though some frustration persists regarding perceived management inaction against significant short interest.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is trending due to an immediate regulatory setback, as the FDA refused to review its influenza vaccine application over trial design concerns, which has ignited strong community debate and criticism towards the agency. This contrasts with recent optimism from promising five-year data for its personalized cancer vaccine, fueling a divided outlook on the mRNA platform's future beyond infectious diseases amid ongoing patent litigation.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is seeing high trading activity and intense debate ahead of its anticipated earnings report, with bulls expecting strong Q4 results fueled by holiday performance and AI innovation, while others express caution regarding its high valuation and the recent sector-wide softness in software stocks.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart Holdings is trending following an earnings report showcasing revenue and EPS beats, robust loan origination growth, and a leadership transition, fueling a divided investor debate. Bulls foresee continued upside driven by its AI lending model and potential for a short squeeze, contrasting with bears who remain wary of broader macroeconomic credit risks despite the strong performance.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare is trending after delivering strong earnings with beats on Q4 revenue and EPS, driven by record deal closures. Community discussion centers on the company's pivotal role in the 'agentic internet' and AI infrastructure, fueling optimism about its future growth trajectory despite some mixed guidance and prior software sector skepticism.

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<ul class="summary-bullets"><li>The final timing of his departure from the top job has not yet been determined and could change.&nbsp;</li><li>The next CEO race is reportedly down to two candidates</li><li>This is Iger’s second stint as the leader of the entertainment giant, who took up the role after its board ousted Bob Chapek in November 2022.&nbsp;<br>&nbsp;</li></ul><p>Disney's (DIS) Chief Executive Bob Iger has reportedly told associates that he plans to step down as CEO and pull back from daily management before the Dec. 31 end of his contract.&nbsp;</p><p>The entertainment giant’s board of directors is planning to meet next week at its headquarters in Burbank, Calif., where they are expected to vote on who should take the top job, according to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/media/iger-has-told-associates-he-plans-to-leave-ceo-role-before-contract-expires-35406a7b?mod&amp;#61;Searchresults&amp;pos&amp;#61;1&amp;page&amp;#61;1">report</a> from The Wall Street Journal which cited people familiar with the matter.</p><p>Iger has told people close to him that he is ready to move on from the grind of being CEO and was frustrated by conflicts at Disney’s ABC network over the brief suspension of late night host Jimmy Kimmel.&nbsp;</p><h2 class="st-heading-2">More Details</h2><p>The CEO has told multiple associates that he would like to spend his time and energy on sailing his new yacht. He said he would also want to spend more time with his family, as per the report.&nbsp;<br>The final timing of his departure from the top job has not yet been determined and could change.&nbsp;</p><p>Iger is expected to remain CEO for several months after the company announces who will replace him so that he can mentor the new leader, the report said. Iger could also retain a role on the board of the company.&nbsp;</p><h2 class="st-heading-2">CEO Race</h2><p>The CEO race is reportedly down to two candidates: Experiences chairman Josh D’Amaro who oversees theme parks, consumer products and video games and entertainment co-chairman Dana Walden, a veteran television executive.&nbsp;</p><p>Both candidates had presented their visions for the company’s future to the board in August, The Wall Street Journal had previously reported.&nbsp;</p><h2 class="st-heading-2">Second Stint Of Iger</h2><p>This is Iger’s second stint as the leader of the entertainment giant, who took up the role after its board ousted Bob Chapek in November 2022.&nbsp;</p><p>Iger first stepped down as Disney’s CEO back in 2020, after a 15-year stint.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around DIS trended in ‘bearish’ territory amid ‘high’ message volume.&nbsp;</p><p>Shares in the company have remained flat over the past 12 months.&nbsp;<br><br><i>&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A water tower stands at Walt Disney Studios on June 3, 2025 in Burbank, California. A water tower stands at Walt Disney Studios on June 3, 2025 in Burbank, California. 

Disney CEO Bob Iger To Reportedly Leave His Role Early: What’s Behind The Decision?

According to a report from The Wall Street Journal Iger was frustrated by conflicts at Disney’s ABC network over the brief suspension of late night host Jimmy Kimmel. 

Equity

According to a report from The Wall Street Journal Iger was frustrated by conflicts at Disney’s ABC network over the brief suspension of late night host Jimmy Kimmel. 



<ul class="summary-bullets"><li>According to a report from Bloomberg, Robinhood has begun preparing internally, in case it is selected to become a trustee for the project.</li><li>A selection is expected to be announced soon, and the Treasury Department has considered selecting as many as three firms to serve as the initial trustees.</li><li>President Donald Trump introduced the Trump accounts last year as part of his One Big Beautiful Bill Act, offering $1,000 to children born between the start of 2025 and the end of 2028.&nbsp;</li></ul><p>The U.S. federal government is reportedly considering giving crypto firm Robinhood Markets Inc. (<a href="https://stocktwits.com/symbol/HOOD">HOOD</a>) a key role in overseeing the new “Trump accounts” it is creating for millions of children.</p><p>According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-29/us-weighs-tapping-robinhood-for-trump-accounts-for-children">report</a> from Bloomberg, Robinhood has begun preparing internally, in case it is selected to become a trustee for the project.</p><p>Shares of HOOD popped nearly 3% during extended hours of trading on Thursday at the time of writing.</p><h2 class="st-heading-2">Deal Details</h2><p>While Robinhood is being considered, some of the country’s largest brokerages, including Fidelity Investments and Vanguard Group Inc., have so far not been on the list of candidates considered for the initial rollout or solicited about it, the report said.</p><p>A selection is expected to be announced soon, and the Treasury Department has considered selecting as many as three firms to serve as the initial trustees, as per the report.</p><h2 class="st-heading-2">Trump Accounts</h2><p>President Donald Trump introduced the Trump accounts last year, as part of his One Big Beautiful Bill Act, offering $1,000 to children born between the start of 2025 and the end of 2028, which can then be put into individual retirement accounts.&nbsp;</p><p>Eligible investments through Trump accounts include mutual funds or exchange-traded funds that track the returns of a qualified index and that do not use leverage.</p><p>The annual fees and expenses of these funds should not exceed 0.1% of the balance of the investment in the fund.&nbsp;</p><p>How Did Stocktwits Users React?</p><p>On Stocktwits, retail sentiment around HOOD shares trended in ‘bullish’ territory amid ‘normal’ message volume.&nbsp;</p><p>One user said that they don't think the app will be selected.</p><p><stembedurl>https://stocktwits.com/KhloeKallahan/message/643365119</stembedurl></p><p>However, another user said they disagreed and opined that Robinhood’s app will appeal to the younger generation.&nbsp;</p><p><stembedurl>https://stocktwits.com/FRthDKSD/message/643365529</stembedurl></p><p>Shares in the company have risen 107% over the past 12 months.<br>&nbsp;</p>

Robinhood logo displayed on a phone screen is seen in this illustration photo taken in Krakow, Poland on June 29, 2021 

Robinhood Shares Are Rising After Hours – What’s The Trump Connection?

The US federal government is reportedly considering giving crypto firm Robinhood Markets Inc. a key role in overseeing the new “Trump accounts” it’s creating for millions of children.

<ul class="summary-bullets"><li>U.S. President Donald Trump on Thursday had asked the Transportation Department to open Venezuelan airspace for U.S. flights.&nbsp;</li><li>The airline said it remains in close contact with federal authorities.&nbsp;</li><li>American Airlines started operating in Venezuela in 1987, and suspended service in 2019.&nbsp;</li></ul><p>American Airlines Group Inc. (<a href="https://stocktwits.com/symbol/AAL">AAL</a>) shares were in focus after it became the first airline to announce plans to reinstate nonstop service between the United States and Venezuela.</p><p>American Airlines started operating in Venezuela in 1987, and before suspending service in 2019, served as the largest U.S. airline in the country.</p><p>Shares of AAL traded marginally in red at the time of writing.&nbsp;</p><h2 class="st-heading-2">The Resumption Plan</h2><p>American Airlines said it will share additional details about its return to service in the coming months.</p><p>“We have a more than 30-year history connecting Venezolanos to the U.S., and we are ready to renew that incredible relationship,” said Nat Pieper, American Airlines’ Chief Commercial Officer.</p><h2 class="st-heading-2">Trump Opens Airspace</h2><p>Earlier on Thursday, U.S. President Donald Trump had asked the Transportation Department to open the Venezuelan airspace for U.S. flights after a discussion with the country's acting President Delcy Rodríguez.&nbsp;</p><p>On Jan. 16, the Federal Aviation Administration (FAA) had warned U.S. airlines to exercise caution when flying over Mexico, Central America, and parts of South America, citing the risks of potential military activities and GPS interference.</p><h2 class="st-heading-2">Escalating Tensions&nbsp;</h2><p>The U.S. has carried out a strike on Venezuela and arrested President Nicolás Maduro and his wife, who were flown out of the country in an operation that involved U.S. law enforcement.&nbsp;<br>Ever since the strikes, tensions between the U.S., and South and Central American nations have been rising.</p><p>Earlier in the day Trump posted on Truth Social that he had a ‘very productive telephone conversation’ with Mexican President Claudia Sheinbaum. He said that the conversation was focused on the border, stopping drug trafficking, and trade.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around AAL shares trended in ‘bullish’ territory over the past day, amid ‘extremely high’ message volume.&nbsp;</p><p>Shares in the company have fallen 22% in the past 12 months.&nbsp;<br>&nbsp;</p>

An American Airlines Airbus A321-231 airplane taxis to depart from San Diego International Airport to Dallas at sunset on November 22, 2024 in San Diego, California. 

American Airlines Stock In Focus – What’s The Link With Venezuela?

American Airlines announced plans to reinstate nonstop service between the U.S. and Venezuela.

<ul class="summary-bullets"><li>Steel Partners has offered $18.00 per share to acquire a majority stake in InMode.&nbsp;</li><li>The investment firm said the proposal would be fully funded from cash on hand and borrowing capacity under its existing credit facility, with no financing contingency.&nbsp;</li><li>The firm may elect to proceed with bringing a binding proposal directly to the shareholders, in case the management and board of InMode did not engage with it.</li></ul><p>Inmode shares rallied during extended hours of trading on Wednesday after investment firm Steel Partners presented an offer to buy a majority of the company.&nbsp;</p><p>Shares rallied more than 8% at the time of writing.&nbsp;</p><h2 class="st-heading-2">Details Of The Offer</h2><p>Steel Partners said it is pursuing an acquisition of 51% of InMode’s outstanding shares for $18.00 per share. It said the offer represented a 29% premium over the company’s closing share price on January 23, 2026, before speculation around a potential transaction was reported in the media.</p><p>“We have also recently attempted to engage in a private dialogue with InMode’s leadership around our attractive proposal, but have so far been rebuffed. Therefore, we believe it is imperative that you, the company’s true owners, are made aware of this opportunity,” it said.</p><p>Steel Partners said the proposal would be fully funded from cash on hand and borrowing capacity under its existing credit facility, with no financing contingency.&nbsp;</p><p>Steel Partners may elect to proceed with bringing a binding proposal directly to the shareholders, in case the management and board of InMode does not engage with it.&nbsp;</p><h2 class="st-heading-2">Critical Of Returns</h2><p>Steel Partners said that InMode has underperformed its true potential, with ‘abysmal’ total shareholder return (TSR) over numerous periods.&nbsp;</p><p>“It is concerning that, despite enjoying the enviable position of having a large amount of cash on its balance sheet and no debt, InMode has not taken steps to consistently return its outsized amount of cash on hand to shareholders in an accretive manner,” it added.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around INMD trended in ‘extremely bullish’ amid ‘extremely high’ message volume.&nbsp;</p><p>Shares in the company have fallen nearly 12% over the past 12 months.&nbsp;<br>&nbsp;</p>

Shares of InMode have fallen nearly 12% over the past 12 months. 

InMode Shares Are Rallying After Hours – What’s The Takeover Offer?

Steel Partners said it is pursuing an acquisition of 51% of InMode’s outstanding shares.

<ul class="summary-bullets"><li>According to a report from The Financial Times, the fundraising deal, which is close to being finalized, will value the company at $350 billion.&nbsp;</li><li>The deal is led by Singaporean sovereign wealth fund GIC and U.S. investor Coatue, with Sequoia Capital also contributing a large sum.</li><li>Analyst at Keefe Bruyette said Cipher Mining is executing well on its AI colocation strategy.&nbsp;</li></ul><p>Shares of crypto mining companies with interest in AI infrastructure rallied and were among the top trending stocks on Stocktwits as a reportedly $20 billion investment in AI firm Anthropic boosted investor confidence in the stocks.&nbsp;</p><p>Shares of firms like IREN and Cipher Mining rallied between 13% and 15% on Tuesday.</p><h2 class="st-heading-2">Anthropic News</h2><p>Anthropic is set to reportedly raise about $20 billion from venture capitalists and other investors, double the amount it had targeted in a sign of surging investors’ enthusiasm in the AI space.</p><p>According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/5e6ee0d4-a313-452c-baac-27b45f5f2de5">report</a> from The Financial Times, the fundraising deal which is close to being finalized, will value the company at $350 billion.&nbsp;</p><p>Anthropic has been in talks to raise $10 billion from investors to finance its expansion plans but the amount has since doubled, the report said, citing people familiar with the matter.&nbsp;</p><p>The deal is led by Singaporean sovereign wealth fund GIC and U.S. investor Coatue, with Sequoia Capital also contributing a large investment, it added.</p><h2 class="st-heading-2">IREN, CIPHR Pivot To AI</h2><p>IREN last year announced a multi-year agreement with Microsoft valued at approximately $9.7 billion to deliver GPU cloud infrastructure powered by NVIDIA GB300 GPUs.&nbsp;</p><p>Cipher Mining has been aggressively pushing into the artificial intelligence (AI) and HPC space. In December, it acquired a 200-megawatt (MW) site in Ohio, called “Ulysses,” which will expand its footprint beyond Texas.</p><p>Keefe Bruyette on Monday raised the firm's price target on Cipher Mining to $22 from $13 and kept an ‘Outperform’ rating on the shares. The firm updated the company's model ahead of the Q4 report to reflect recent business developments and hash price trends. Cipher is executing well on its AI colocation strategy, said Keefe, which is "constructive" on the company's 2026 lease signings.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around IREN trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;</p><p>One user said that IREN should be in everyone’s portfolio.</p><p><stembedurl>https://stocktwits.com/Srinivas111/message/643076958</stembedurl></p><p>Meanwhile, retail sentiment around CIFR trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;</p><p>One bullish user on CIFR said they are holding the stock and going long.</p><p><stembedurl>https://stocktwits.com/Theopilus/message/643072072</stembedurl></p><p>Shares in IREN have rallied 415% over the past 12 months whereas CIFR stock has jumped 245% during the same time.</p><p>&nbsp;</p>

In this photo illustration, the Cipher Mining logo is seen displayed on a smartphone screen.

Why IREN and Cipher Mining Shares Rallied Today?

Anthropic is set to reportedly raise about $20 billion from venture capitalists and other investors, double the amount it had targeted, in a sign of surging investor enthusiasm in the AI space. 

<ul class="summary-bullets"><li>Qorvo expects quarterly revenue of approximately $800 million, plus or minus $25 million, in its fourth quarter, well below the Wall Street estimate of $905 million.&nbsp;</li><li>The company said during the third quarter each of its operating segments grew revenue year-over-year, with notable strength in automotive components, consumer and enterprise Wi-Fi.&nbsp;</li><li>Qorvo said revenue for its fiscal 2026 third quarter was $993 million, beating analyst estimates of $984 million.&nbsp;</li></ul><p>Shares of Qorvo down 10% in extended hours of trading after its outlook for its fourth quarter ending March 31 disappointed investors.&nbsp;</p><p>The company said it expects quarterly revenue of approximately $800 million, plus or minus $25 million, in its fourth quarter, well below the Wall Street estimates of $905 million, according to data from fiscal.ai.&nbsp;</p><p>Its expectations of adjusted profit per share of $1.20, plus or minus 15 cents, for the fourth quarter also missed analyst estimates. Analysts on average were expecting profit of $1.37 per share.&nbsp;</p><p>“Looking forward, our March quarterly outlook reflects the seasonal decline at our largest customer, the ongoing strategic resizing of our Android business, and continued strength in HPA," said CEO Bob Bruggeworth.</p><h2 class="st-heading-2">Robust Q3 Earnings</h2><p>Qorvo said revenue for its fiscal 2026 third quarter was $993 million and beat analyst estimates of $984 million, on robust demand in its automotive components, consumer and enterprise Wi-Fi segment.&nbsp;</p><p>"Qorvo's December quarterly revenue primarily reflects strength at our largest customer. Each of our operating segments grew revenue year-over-year, with notable strength in automotive components, consumer and enterprise Wi-Fi, D&amp;A, base station, and power management,” ," said Bruggeworth.&nbsp;</p><p>On an adjusted basis, Qorvo’s diluted earnings per share was $2.17, which sailed past analyst estimates of $1.93 per share.&nbsp;</p><p>"Qorvo’s fiscal third quarter revenue, non-GAAP gross margin, and non-GAAP EPS all compared favorably to guidance. We continue to execute on cost and productivity initiatives to structurally enhance our gross and operating margins,” said CFO Grant Brown.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around QRVO trended in the ‘bullish’ territory amid ‘high’ message volume on Stocktwits.&nbsp;</p><p>One bearish user predicted the stock to hit the $60 price mark.</p><p><stembedurl>https://stocktwits.com/nUme22/message/643068583</stembedurl></p><p>Shares in the company have fallen 8% over the past 12 months.&nbsp;<br>&nbsp;</p>

In this photo illustration, the Qorvo Company logo seen displayed on a smartphone. 

What’s Driving The Sell-Off In Qorvo Shares?

The company said its March quarterly outlook reflects the seasonal decline at its largest customer. 

<ul class="summary-bullets"><li>Rosenblatt analyst Barton Crockett lowered the firm's price target on Trade Desk to $53 from $64</li><li>Truist analyst Youssef Squali lowered the firm's price target on Trade Desk to $60 from $85 and said it is adjusting its model to reflect “greater uncertainty" following the company's announcement of a CFO transition.&nbsp;</li><li>The Trade Desk's CFO Alex Kayyal stepped down on Monday after just five months into the job, bringing in uncertainty over a key role in the company’s operations.</li></ul><p>The Trade Desk shares fell nearly 5% on Tuesday after several brokerages slashed their price targets on the stock.&nbsp;</p><p>Firms like Citi, Rosenblatt and Truist all slashed their price targets, citing the surprise departure of its CFO and uncertainty around the company’s management.&nbsp;</p><h2 class="st-heading-2">Price Cuts</h2><p>Rosenblatt analyst Barton Crockett lowered the firm's price target on Trade Desk to $53 from $64 and kept a ‘Buy’ rating on the shares. The firm reduced the stock's valuation multiple citing the "surprising termination" of CFO Alexander Kayyal after only five months on the job. The "surprising personnel volatility in this key post for now eviscerates the argument for a valuation premium to growth," the analyst told investors in a research note, as per TheFly.&nbsp;</p><p>Truist analyst Youssef Squali lowered the firm's price target on Trade Desk to $60 from $85 and kept a ‘Buy’ rating on the shares. The firm said it is adjusting its model to reflect "greater uncertainty" following the company's announcement of a CFO transition.&nbsp;</p><p>Citi also lowered the firm's price target on Trade Desk to $38 from $50 and kept a ‘Neutral’ rating on the shares.</p><h2 class="st-heading-2">Surprise CFO Departure</h2><p>The Trade Desk's CFO Alex Kayyal <a href="https://stocktwits.com/news-articles/markets/equity/trade-desk-shares-are-plunging-another-cfo-departs/cmy7wQPR4hO">stepped down</a> on Monday after just five months into the job, bringing in uncertainty over a key role in the company’s operations.&nbsp;</p><p>The Trade Desk has appointed Tahnil Davis as interim Chief Financial Officer (CFO), effective January 24, while it conducts a search for a permanent successor.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around TTD trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;</p><p>Shares in the company fell 72% over the past 12 months.&nbsp;<br>&nbsp;</p>

In this photo illustration, a person holds a smartphone displaying the logo of Trade Desk Inc. (NASDAQ: TTD), on Aug. 7, 2025, in Chongqing, China. 

The Trade Desk Stock Is Again Falling Today – Why Are Analysts Slashing Price Targets?

Firms like Citi, Rosenblatt and Truist all slashed their price targets citing surprise departure of its CFO and uncertainty around the company’s management. 

<ul class="summary-bullets"><li>TTD said it is conducting a search for a permanent CFO.&nbsp;</li><li>Wells Fargo in a note said that CFO Alex Kayyal’s announcement signals "continued fundamental and narrative volatility".&nbsp;</li><li>Wells Fargo said it believes Trade Desk should seek out a candidate with public company CFO experience as neither of its prior CFOs had such experience.</li></ul><p>Shares of The Trade Desk slumped nearly 5% on Monday after its CFO Alex Kayyal stepped down.&nbsp;</p><p>The Trade Desk said it has appointed Tahnil Davis as interim Chief Financial Officer (CFO), effective January 24, while it conducts a search for a permanent successor.&nbsp;</p><h2 class="st-heading-2">Management Volatility</h2><p>The stock in morning trading was down 6% to $34.42. Wells Fargo in a note said given that CFO Alex Kayyal joined Trade Desk six months ago, the announcement signals "continued fundamental and narrative volatility".&nbsp;</p><p>Wells believes management turnover is likely contributing to difficulty for the company to counter the Amazon (AMZN) demand-side platform competition narrative.&nbsp;</p><p>Wells Fargo said it believes The Trade Desk should seek out a candidate with public company CFO experience as neither of its prior CFOs had such experience.</p><p>Davis, the interim finance chief, currently serves as the company’s Chief Accounting Officer and has been with The Trade Desk for nearly 11 years.&nbsp;</p><h2 class="st-heading-2">Q4 Revenue Expectation Disappoints.&nbsp;</h2><p>The company said on Monday that it expects fourth quarter (Q4) revenue of at least $840 million. Analysts on average are expecting Q4 revenue of $841 million, according to data from fiscal.ai.&nbsp;</p><p>The company said it expects adjusted Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of approximately $375 million. &nbsp;</p><p>The Trade Desk expects to release financial results for the fourth quarter and fiscal year ended Dec. 31, 2025 after the market closes on Wednesday, Feb. 25, 2026.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around TTD trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;</p><p>One user said that TTD’s CEO should step leave the firm.</p><p><stembedurl>https://stocktwits.com/KingGow/message/642889963</stembedurl></p><p>Shares in the company have fallen 70% over the past year.&nbsp;<br>&nbsp;</p>

 In this photo illustration, the Trade Desk logo is displayed on a smartphone screen in front of a stock chart. 

The Trade Desk Shares Are Plunging Today – Another CFO Departs

The Trade Desk said it has appointed Tahnil Davis as interim Chief Financial Officer, after Alex Kayyal stepped down.

<ul class="summary-bullets"><li>Analysts on average were expecting CSX’s FY26 revenue growth to be about 4%, according to data from fiscal.ai. &nbsp;</li><li>CSX’s revenue totaled $3.51 billion for the fourth quarter, decreasing 1% year-over-year, due to lower merchandise volume and reduced export coal revenue.&nbsp;</li><li>The company in a presentation said it expects total capital expenditures for FY26 to be below $2.4 billion.</li></ul><p>Shares of CSX Corporation jumped in extended hours of trading on Thursday as its FY26 revenue growth outlook impressed investors.&nbsp;</p><p>The company said it expects low single-digit revenue growth in FY26, assuming modest economic momentum and stable fuel and global benchmark coal prices. Analysts on average were expecting FY26 revenue growth to be about 4%, according to data from fiscal.ai. &nbsp;</p><h2 class="st-heading-2">Q4 Earnings Miss</h2><p>The company said that in the fourth quarter of 2025, the company reported net earnings of $720 million, or $0.39 per share, below analysts' estimates of $0.41 per share.&nbsp;</p><p>Its revenue totaled $3.51 billion for the quarter, decreasing 1% year-over-year, as the effects of lower merchandise volume and reduced export coal revenue offset higher pricing in merchandise and intermodal, an increase in intermodal volume, and higher fuel surcharge revenue, the company said.&nbsp;</p><p>“Our quarterly results reflect the subdued industrial demand environment and actions taken to adjust our cost structure,” said Steve Angel, president and chief executive officer at CSX.&nbsp;</p><h2 class="st-heading-2">FY26 Outlook</h2><p>The company in a presentation said it expects total capital expenditures for FY26 to be below $2.4 billion and free cash flow growth of at least 50%.&nbsp;</p><p>It also said it expects operating Margin expansion of 200-300 basis points from adjusted FY25 performance.&nbsp;</p><p>“CSX has a strong operational foundation, and we are positioned to deliver improved financial performance in 2026 as we focus on driving productivity, cost control, and capital discipline while continuing to provide safe and reliable service,” Angel added.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around CSX trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;</p><p>Shares in the company have risen 8% over the past 12 months.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i><br>&nbsp;</p>

2022/09/14: A CSX freight train is seen in Orlando.  (Photo by Paul Hennessy/SOPA Images/LightRocket via Getty Images) 

CSX Jump More Than 3% After Hours Despite Earnings Miss - Here’s Why

CSX said it expects low single-digit revenue growth in FY26, assuming modest economic momentum and stable fuel and global benchmark coal prices.

<ul class="summary-bullets"><li>Beacon is among the last few remaining legacy fossil fuel assets under Blackstone, which has exited most of its oil and gas portfolio in recent years.</li><li>Beacon is expected to attract interest from large producers with operations in the Gulf of Mexico.</li><li>No final decision has been made, and Blackstone could opt against pursuing a sale, the report said.&nbsp;<br>&nbsp;</li></ul><p>Blackstone (<a href="https://stocktwits.com/symbol/BX">BX</a>) shares dived on Tuesday as it is reportedly in the early stages of weighing a sale of Gulf of Mexico driller Beacon Offshore Energy, which it has owned for about a decade.</p><p>According to a Bloomberg News <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-20/blackstone-said-to-weigh-5-billion-plus-sale-of-beacon-offshore?srnd=phx-markets">report</a>, the sale could fetch more than $5 billion. The alternative asset manager is talking to investment banks about bringing the Houston-based company to market as soon as the first quarter, it said, citing people familiar with the matter.&nbsp;</p><p>Beacon is expected to attract interest from large producers with operations in the Gulf of Mexico, the report said.&nbsp;</p><h2 class="st-heading-2">About Beacon&nbsp;</h2><p>Beacon is among the last few remaining legacy fossil fuel assets under Blackstone, which has exited most of its oil and gas portfolio in recent years. Its latest sale in the oil and gas portfolio was of Olympus Energy last year.&nbsp;</p><p>Blackstone formed Beacon in early 2016 with a focus on acquiring, exploring, and developing upstream oil and gas properties in the deepwater Gulf of Mexico. At present, Blackstone holds interest in 68 deepwater leases across nearly 400,000 gross acres, according to the company.</p><p>Beacon’s biggest wells, which started producing in the second half of last year, are part of the Shenandoah prospect, which Occidental Petroleum Corp.’s Anadarko discovered in 2009 but left behind for quicker, easier output onshore at the start of the shale boom, the report said.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around BX stock trended in ‘bearish’ territory amid ‘normal’ message volume.</p><p>Shares of BX have fallen nearly 1% year-to-date.&nbsp;<br><br>&nbsp;</p>

Sign at the entrance to the Blackstone offices in Midtown Manhattan. 

Blackstone Shares Dive 5% As It Reportedly Weighs $5B-Plus Sale of Beacon Offshore

As per Bloomberg News report the sale could fetch more than $5 billion and Blackstone is talking to investment banks about bringing the Houston-based company to market as soon as the first quarter. 

BlackRock Institutional Trust Company N.A. - iShares Core 60/40 Balanced Allocation ETF

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Current Price	$67.08
Prev Close	$67.04
Open	$67.20
Dividend Yield	N/A
50-Day Moving Average	$65.76
Beta	N/A
Avg. Volume	417,145.40
PE Ratio	N/A

52-Week High	$67.12
52-Week Low	$52.97
Market Capitalization	N/A
EPS (Annual)	N/A
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