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Invesco QQQ Trust Series 1

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

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending with high anticipation ahead of its earnings report, as the community eagerly discusses whether its AI advancements like Gemini and strong cloud growth can deliver a market-saving beat amidst broader tech sector uncertainty, or if a 'sell the news' reaction is likely after its recent significant run.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending ahead of its upcoming earnings report, as the community debates whether its strong AI momentum with Gemini and Waymo will drive a market rally or if a "sell the news" reaction will trigger a broader tech sector pullback following its significant run.

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 Inc. is heavily discussed ahead of its earnings report, with community sentiment divided between optimists highlighting its vast user base and potential for monetization amidst oversold conditions, and skeptics focusing on its consistent profitability challenges, intense competition, and management issues compounded by growing concerns over social media restrictions for minors.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is trending after its strong Q4 earnings were overshadowed by conservative Q1 guidance, particularly concerning AI chip sales to China, triggering a significant sell-off across the semiconductor sector. The community is divided between those buying the dip, seeing an overreaction given long-term AI demand, and others who view the guidance as a necessary reality check on high valuations.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is the subject of intense investor conversation, grappling with concerns over its premium valuation and market reactions to guidance, even as its foundational technology is critical for advancing AI, robotics, and data center compute. The community is deeply split, with many highlighting its expanding "Physical AI" division and strategic position, while others remain skeptical about its near-term execution and market performance.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is actively discussed after its strong financial report, with the community balancing optimism for its AI and automotive growth against concerns regarding guidance and persistent competitive pressures in the semiconductor market.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is trending following mixed earnings, where an EPS beat was overshadowed by slightly missed revenue and lowered guidance, causing a sharp decline in share price. The community is actively debating whether this presents an oversold buying opportunity or reflects ongoing concerns about growth and tariff impacts.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is surging due to strong earnings and an elevated 2026 outlook, fueled by robust demand for its Mounjaro and Zepbound drugs, solidifying its competitive leadership in the rapidly expanding GLP-1 market. The community is actively discussing its sustained growth trajectory and strategic initiatives, including a major AI partnership.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending after announcing the acquisition of two new strategic sites that more than double its digital and power capacity to 2.8 GW, significantly advancing its pivot into AI and high-performance computing. This transformative news is fueling community discussion about a potential short squeeze and a major re-valuation of the stock, with many expecting further decoupling from Bitcoin's performance.

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

The Schwab US Dividend Equity ETF ($SCHD) is trending due to its strong recent performance and resilience on broader market red days, leading to community discussions about a rotation from high-beta growth stocks into value and dividend plays as investors seek defensive positions. Long-term holders are celebrating its "money printing" nature and perceived "AI hedge" capabilities, though some still debate its sustainability after prior periods of underperformance.

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Nifty 50

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Reliance Industries Ltd.

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Tata Motors Ltd.

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SPDR S&P 500 ETF

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<ul class="summary-bullets"><li>Tim Long of Barclays lowered his price target for Super Micro to $38 from $43 while maintaining an ‘Equal Weight’ rating.</li><li>Needham trimmed its price target to $40 from $51 but kept a ‘Buy’ rating.</li><li>Needham emphasized that the lower target reflects a compression of multiples across the AI hardware market.</li></ul>Super Micro Computer Inc. (SMCI) is experiencing a mix of analyst reactions after posting significant revenue growth in its fiscal second quarter (Q2). While sales surged due to large-scale customer deployments, margin pressures and sector-wide trends in AI hardware have prompted multiple firms to adjust their price targets.The company’s Q2&nbsp;net sales came in at $12.7 billion with earnings per share (EPS) of $0.69. Both the metrics surpassed the analysts’ consensus estimate of $10.34 billion and $0.49, respectively, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Analysts Adjust Price Target</h2>Tim Long of Barclays lowered his price target for Super Micro to $38 from $43 while maintaining an ‘Equal Weight’ rating, noting that Q2 revenue more than doubled from the prior quarter, according to TheFly.&nbsp;The increase was fueled by accelerated deployments among major clients, although gross margins tightened as expected, he added.&nbsp;Meanwhile, Needham trimmed its price target to $40 from $51 but kept a ‘Buy’ rating. The firm highlighted that strong earnings stemmed from a major customer expanding its data center footprint, while Super Micro’s DCBBS – Data Center Building Block Solutions, gained traction with key clients.&nbsp;However, Needham emphasized that the lower target reflects a compression of multiples across the AI hardware market.<a href="https://stocktwits.com/symbol/SMCI">Super Micro stock</a> traded over 12% higher on Wednesday morning. On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_04_102540_png_91bc868765.webp" alt="SMCI’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on Feb. 3, 2026 | Source: Stocktwits" width="930" height="104"><figcaption>SMCI’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on Feb. 3, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Mizuho Maintains Neutral Outlook</h2>Mizuho analyst Vijay Rakesh raised the price target slightly to $33 from $31 and maintained a ‘Neutral’ rating, citing robust results but persistent challenges from competition and margin pressure.&nbsp;Super Micro’s performance highlights the dual forces affecting the AI and data center sectors: strong adoption of specialized offerings like Data Center Building Block Solutions (DCBBS) alongside margin pressures from supply and pricing shifts.SMCI stock has gained over 13% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-ceo-2026-major-inflection-year-fueled-by-ai-driven-cpu-demand/cZbjcr9R4Zx">AMD CEO Says 2026 Will Be A Major ‘Inflection Year,’ Fueled By AI-Driven CPU Demand</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Super Micro Computer, Inc. logo is seen displayed on a smartphone screen. 

SMCI’s Strong Q2 Performance Draws Mixed Signals From Wall Street — Here’s What Analysts Are Saying

Tim Long of Barclays said the second-quarter revenue increase was fueled by accelerated deployments among major clients, although gross margins tightened as expected.

Equity

Tim Long of Barclays said the second-quarter revenue increase was fueled by accelerated deployments among major clients, although gross margins tightened as expected.


<ul class="summary-bullets"><li>Deutsche Bank cited signs of strengthening demand and potential upside to revenue forecasts for the cloud infrastructure provider.</li><li>CoreWeave has been gaining attention as demand for generative artificial intelligence infrastructure has picked up.</li><li>On Monday, Nvidia made a fresh $2 billion investment in CoreWeave to boost&nbsp;the development of more than 5 gigawatts of AI factories by 2030.</li></ul>Deutsche Bank has upgraded CoreWeave Inc. (CRWV) to a ‘Buy’ rating from ‘Hold’, setting a new target price of $140 per share ahead of the company’s upcoming fourth-quarter earnings.&nbsp;The price target implies a potential 43% upside to CoreWeave’s closing price as of Monday.&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> traded over 6% higher in Tuesday’s premarket.&nbsp;<h2 class="st-heading-2">Analyst Rationale&nbsp;</h2>Deutsche Bank cited signs of strengthening demand and potential upside to revenue forecasts for the cloud infrastructure provider as key reasons behind the upgrade, according to TheFly.CoreWeave has been gaining attention as demand for generative artificial intelligence infrastructure picks up pace, with the company focusing on delivering high-performance computing capacity to major clients.&nbsp;The firm sees room for analysts’ revenue expectations for the company to climb materially through 2026 if the business can execute on its planned capacity and maintain contracted commitments.<h2 class="st-heading-2">Nvidia’s Investment&nbsp;</h2>On Monday, Nvidia made a fresh $2 billion investment in CoreWeave to boost&nbsp;the development of more than 5 gigawatts of AI factories by 2030. CoreWeave will use Nvidia’s high-performance computing platform to design and operate AI factories, with the latter also helping acquire land, utilities, and infrastructure necessary for factory construction.Post the deal announcement, Jefferies said Nvidia’s backing through land access and ready-powered facilities should lower operational risks and make it easier for CoreWeave to grow. The firm also noted that Nvidia is expected to assist CoreWeave in bringing its SUNK and Mission Control software to customers.<h2 class="st-heading-2">All Eyes On Q4 Earnings&nbsp;</h2>The company is scheduled to report its Q4 earnings on February 9, and analysts see a revenue of $1.53 billion with a loss per share (EPS) of $0.49.&nbsp;On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘normal’ levels in 4 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_053124_png_9ff3207f61.webp" alt="CRWV’s Sentiment Meter and Message Volume as of 05:30 a.m. ET on Jan. 27, 2026 | Source: Stocktwits" width="932" height="96"><figcaption>CRWV’s Sentiment Meter and Message Volume as of 05:30 a.m. ET on Jan. 27, 2026 | Source: Stocktwits</figcaption></figure>CRWV stock has gained over 145% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coinbase-addresses-crypto-next-risk-quantum-computing/cmyaplKR4hy">What Happens To Crypto If Quantum Computers Break Encryption? Coinbase Is Taking Early Steps To Address Threats</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

CoreWeave logo is displayed on a mobile phone, with the company's branding visible in the background, in this photo illustration in Brussels, Belgium, on November 10, 2025. 

CoreWeave Gets Wall Street Upgrade As AI Demand Builds

The firm sees room for analysts’ revenue expectations for the company to climb materially through 2026 if the business can execute on its planned capacity.

CoreWeave (CRWV Stock) Gets Wall Street Upgrade As AI Demand Builds

The firm sees room for analysts’ revenue expectations for the company to climb materially through 2026 if the business can execute on its planned capacity.


<ul class="summary-bullets"><li>Huazhi Group brings high-performance computing resources and advanced AI algorithm development to MAAS.</li><li>MAAS plans to integrate Huazhi’s computing prowess with its own technology to establish a vertically integrated platform.&nbsp;</li><li>The acquisition deal is expected to be completed by late February.&nbsp;</li></ul>Maase Inc. (MAAS) announced on Friday that it has agreed to acquire full ownership of Times Good, a holding company for Huazhi Future (Chongqing) Technology Co.'s operations.&nbsp;The deal represents a strategic push as MAAS seeks to broaden its presence in advanced AI and computing infrastructure. MAAS will pay roughly RMB1.1 billion ($157 million) to secure 100% of Times Good’s equity, which controls the Huazhi Group. The payment combines 87,400,144 newly issued Class A ordinary shares and $26 million in cash, to be paid within a year of closing.&nbsp;The newly issued shares will be locked up for five years after the deal is finalized, which is expected by late February 2026. Following the announcement, Maase's<a href="https://stocktwits.com/symbol/MAAS"> stock</a> traded over 9% higher on Friday morning.&nbsp;<h2 class="st-heading-2">What Did Stocktwits Users Say?&nbsp;</h2>On Stocktwits, retail sentiment around the stock leapt to ‘extremely bullish’ from ‘extremely bearish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_23_103341_png_e39cb6bccb.webp" alt="MAAS’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on Jan. 23, 2026 | Source: Stocktwits" width="926" height="99"><figcaption>MAAS’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on Jan. 23, 2026 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user lauded the acquisition.&nbsp;<stembedurl>https://stocktwits.com/squirrellame/message/642684246</stembedurl>Another user said that the company offered a unique combination of infrastructure and AI.&nbsp;<stembedurl>https://stocktwits.com/KelliShaw54/message/642684261</stembedurl>Huazhi Group brings high-performance computing resources and advanced AI algorithm development to MAAS. Its systems support training and rollout of AI applications, aiding large enterprises in digital transformation.&nbsp;<h2 class="st-heading-2">Building A Full Technology Stack</h2>MAAS plans to integrate Huazhi’s computing clusters, algorithm frameworks and data expertise with its own technology to establish a vertically integrated platform.&nbsp;This would span from foundational computing and intelligence capabilities to smart hardware and full-scenario services, giving the company a hold over every major component of its AI ecosystem.&nbsp;MAAS stock has declined by over 57% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-draws-mixed-street-reaction-after-strong-q4-but-cautious-2026-outlook/cmyR7jNR4gj">Intel Draws Mixed Street Reaction After Strong Q4 But Cautious 2026 Outlook</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Did MAAS Stock Gain Over 9% Today?

Maase will pay roughly RMB1.1 billion ($157 million) to secure 100% of Times Good’s equity, which controls the Huazhi Group.

<ul class="summary-bullets"><li>On Tuesday, Citi lowered the price target on Super Micro to $39 from $48 while maintaining a ‘Neutral’ rating.</li><li>Goldman Sachs expects the company to remain strong in the AI server market but sees little clarity on improving profits.</li><li>On January 11, the company announced partnerships to provide AI-driven retail solutions.</li></ul>Super Micro Computer Inc. (SMCI) is drawing investor attention on Friday after the company announced that it will report the second-quarter (Q2) fiscal 2026 earnings on February 3.&nbsp;The company offers servers, AI systems, storage, IoT devices, networking equipment, software, and support services to customers across cloud data centers and edge computing.<a href="https://stocktwits.com/symbol/SMCI">Super Micro stock</a> traded 3% higher in Friday’s premarket.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock changed to ‘bearish’ from ‘bullish’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_23_083246_png_a00fc853fb.webp" alt="SMCI’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Jan. 23, 2026 | Source: Stocktwits" width="931" height="101"><figcaption>SMCI’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Jan. 23, 2026 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user said that in the past, Supermicro has usually issued guidance updates without giving the actual earnings date in advance, and hence, the company sharing the report date right away is a positive sign.<stembedurl>https://stocktwits.com/svinnys18/message/642652569</stembedurl>Another user said the stock is an undervalued gem.&nbsp;<stembedurl>https://stocktwits.com/Navid62/message/642653726</stembedurl>Analysts see Q2 revenue at $10.34 billion and earnings per share (EPS) of $0.49, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Wall Street Take</h2>On Tuesday, Citi lowered the price target on Super Micro to $39 from $48 while maintaining a ‘Neutral’ rating on the shares after it adjusted targets for the technology hardware group in 2026, as per TheFly.Goldman Sachs initiated coverage of Super Micro with a ‘Sell’ rating and a $26 price target. The firm expects the company to remain strong in the AI server market but sees&nbsp;limited visibility for improving profits.On January 11, the company announced partnerships to provide AI-driven retail solutions, using its Edge AI systems and Nvidia RTX PRO Blackwell technology to help stores and supply chains become smarter and more profitable.SMCI stock has declined by over 2% in the past 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-raya-stock-surge-pre-market-today/cmyR576R4gO">Why Did RAYA Stock Surge Over 42% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Supermicro (Super Micro Computer) logo is seen displayed on a smartphone screen.

Super Micro Stock Gains Momentum As Q2 Earnings Date Sparks Investor Interest

Analysts see a second-quarter revenue of $10.34 billion and earnings per share (EPS) of $0.49, according to Fiscal AI data. 

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

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

<ul class="summary-bullets"><li>The initiative will use AI-driven compute-in-memory technology to improve real-time monitoring.</li><li>The effort is backed by the U.S. Department of War (DoW) and an international government partner.&nbsp;</li><li>Sentinel is designed to handle high-volume, mission-critical environments.</li></ul>GSI Technology, Inc. (GSIT) on Wednesday announced a new proof-of-concept project aimed at advancing autonomous security systems.The initiative, supported by two government agencies, will use AI-driven compute-in-memory technology to improve real-time monitoring and decision-making.<h2 class="st-heading-2">Partnership and Program Details</h2>The project, known as Sentinel, is being developed in collaboration with G2 Tech, an Israeli deep-tech AI firm, to create an autonomous perimeter security platform that manages drones and cameras in real-time.The effort is backed by the U.S. Department of War (DoW) and an international government partner.Following the update,&nbsp;<a href="https://stocktwits.com/symbol/GSIT">GSI Technology stock</a> traded over 12% higher in Wednesday’s pre-market session but quickly reversed course after the bell and was down 8% at the time of writing.&nbsp;On Stocktwits, retail sentiment around the stock improved to ‘bullish’ from ‘neutral’ territory the previous day. Message volume changed to ‘high’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_14_095526_png_d3b7907d2d.webp" alt="GSIT’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Jan. 14, 2026 | Source: Stocktwits" width="927" height="105"><figcaption>GSIT’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Jan. 14, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Platform Capabilities</h2>Sentinel is designed to handle high-volume, mission-critical environments.&nbsp; By integrating the APU’s compute-in-memory architecture, the platform can process sensor data directly on the device, enabling AI inference and rapid reaction times.&nbsp;<blockquote>“This funded evaluation highlights exactly where the Gemini-II APU stands out, delivering real-time, on-device intelligence in highly constrained tactical environments.”– Lee-Lean Shu, Chairman and CEO, GSI Technology&nbsp;</blockquote>At the device level, Gemini-II provides performance similar to a GPU while using much less power, allowing instant responses in environments with tight power and size limits. Its quicker initial processing gives it an edge in drone and defense operations.The proof-of-concept is financed through multi-million-dollar governmental funding, with GSI set to receive approximately $1 million to optimize software and integrate its Gemini-II platform into the Sentinel system.&nbsp;GSIT stock has gained over 157% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-rolr-stock-quadruple-today/cmULiP0R4eV">Why Did ROLR Stock Quadruple Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the GSI Technology logo is seen displayed on a smartphone screen. 

GSIT Stock In Spotlight After Launching AI-Powered Autonomous Security Project With Government Support

The project, known as Sentinel, is being developed in collaboration with G2 Tech, an Israeli deep-tech AI firm, to create an autonomous perimeter security platform.

<ul class="summary-bullets"><li>Rezolve also reaffirmed its plan to exit 2026 with at least $500 million in annual recurring revenue.</li><li>Rezolve said it ended 2025 with approximately $209 million in ARR after posting a record December.</li><li>December marked the firm’s first profitable period, highlighting an improvement in its operating leverage.</li></ul>Rezolve Ai (RZLV) on Tuesday signaled sharply higher growth expectations as more large enterprises adopt its AI-driven commerce and customer engagement platform.&nbsp;The company projected tenfold evenue growth in 2026 from market expectations as demand picks up across retail, financial services and payments.<h2 class="st-heading-2">Growth Expectation&nbsp;</h2>Rezolve Ai said it now expects full-year 2025 revenue to reach at least $40 million, and forecasts roughly $350 million in revenue for 2026 as enterprise deployments scale globally.The 2025 outlook matches the analysts’ consensus estimate while that of 2026 exceedes the estimate of $126 million, according to Koyfin data. Despite the outlook boost,&nbsp;<a href="https://stocktwits.com/symbol/RZLV">Rezolve Ai stock</a> traded over 9% lower on Tuesday morning.&nbsp;The company also reaffirmed its plan to exit 2026 with at least $500 million in annual recurring revenue (ARR). That milestone would translate to about $40 million in monthly revenue by the end of next year.<h2 class="st-heading-2">Operational Momentum Builds</h2>Rezolve said it ended 2025 with approximately $209 million in ARR after posting a record December, when revenue surpassed $17 million. December marked the firm’s first profitable month, highlighting improving operating leverage as volume rises.The company said it grew its workforce to more than 1,000 employees across 24 offices worldwide in 2025. It now serves over 650 enterprise customers, with its infrastructure handling more than 51 billion API calls and reaching roughly 340 million unique users globally.<blockquote>“2025 was the year Rezolve proved that enterprise AI-driven commerce is no longer experimental, it is live, scaled and delivering ROI.”– Daniel M. Wagner, Founder, Chairman and CEO, Rezolve Ai</blockquote><h2 class="st-heading-2">How Did Stocktwits Users React?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory with message volume changing to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_13_103108_png_ac253f4f17.webp" alt="RZLV’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Jan. 13, 2026 | Source: Stocktwits" width="933" height="104"><figcaption>RZLV’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Jan. 13, 2026 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user called the stock a “long term play,” while urging investors not to be bothered by short-term volatility.<stembedurl>https://stocktwits.com/Nadsaq100/message/641649388</stembedurl>Some other users said they are buying the dip as the stock was cheap.<stembedurl>https://stocktwits.com/UnstoppableTrading/message/641646119</stembedurl><stembedurl>https://stocktwits.com/theUSC1801/message/641642303</stembedurl>RZLV stock has gained 53% in the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/red-cat-q4-2025-revenue-growth-outlook/cmUXBqfR4IT">Red Cat Stock In Spotlight After Massive Revenue Growth Outlook</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Rezolve AI logo is seen displayed on a smartphone screen.

RZLV Stock Declines 9% Despite Strong Revenue Outlook: Retail Is Buying The Dip

Rezolve Ai said it now expects full-year 2025 revenue to reach at least $40 million, and forecasts roughly $350 million in revenue for 2026 as enterprise deployments scale globally.

Top Thematic Investing Opportunities for 2026

We discuss the thematic outlook for 2026 and the key themes investors should keep on their radar.

AI Stocks: Bubble or Boom Ahead?

We explore the AI trade outlook and feature three ETFs.

Shares of Vertiv (VRT) fell sharply on Thursday following Amazon’s (AMZN) announcement that it had developed its own cooling system tailored to support Nvidia’s (NVDA) high-performance chips.<a href="https://stocktwits.com/symbol/VRT">Vertiv’s stock</a> fell over 10% in morning trade but trimmed its decline to 6% by midday. Despite the slump, retail sentiment on Stocktwits surged to ‘bullish’ from ‘bearish’ a day ago as chatter exploded to ‘high’ levels from ‘low’ during the same period. The stock was among the top trending tickers on the platform.Meanwhile,&nbsp;<a href="http://stocktwits.com/symbol/AMZN">Amazon’s stock</a> traded near the flatline, edging lower by 0.14% in midday trade on Thursday. Retail sentiment around the stock continues to trend in ‘extremely bullish’ territory as compared to a day ago, amid ‘high’ levels of chatter.The drop in Vertiv’s stock was triggered by Amazon Web Services' (AWS) new In-Row Heat Exchanger (IRHX), a proprietary system built to meet the thermal demands of Nvidia’s Blackwell GPUs, launched on Wednesday. The product would compete with Vertiv’s range of cooling technologies for data centers, including its liquid-based CoolPhase Flex platform.The new AWS system combines air and liquid cooling methods and was developed in partnership with Nvidia. The system combines liquid and air-based components, circulating coolant to GPU chips through cold plates while removing heat via fan-coil arrays.In a blog&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://aws.amazon.com/blogs/machine-learning/aws-ai-infrastructure-with-nvidia-blackwell-two-powerful-compute-solutions-for-the-next-frontier-of-ai/">post</a>, AWS Vice President Dave Brown said traditional solutions were either too water-intensive or required significant space, making them less viable for the company’s high-density AI workloads.AWS' new P6e-GB200 UltraServers, which are powered by Nvidia Grace Blackwell superchips, are specifically designed to handle the most sophisticated artificial intelligence models, Brown said.The custom solution would allow AWS to accommodate Nvidia’s heat-intensive GPU racks without requiring major data center renovations. The project moved from concept to production within just 11 months.&nbsp;Vertiv’s stock has gained 4% so far this year and 30% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/goldman-warns-dollar-safe-haven-role-is-fading-under-trump-trade-war/ch8GJJ2R5ki">Goldman Warns Dollar’s Safe-Haven Role Is Fading Under Trump’s Trade War</a>

 In this photo illustration, the logo of Vertiv Holdings Co is displayed on a smartphone screen. (Photo illustration by Cheng Xin/Getty Images)

Vertiv Stock Drops After Amazon Unveils Competing Custom Cooling Tech For Nvidia Chips

Amazon Web Services’ new In-Row Heat Exchanger (IRHX) allows it to accommodate Nvidia’s heat-intensive GPU racks without requiring major data center renovations. The project moved from concept to production within just 11 months. 

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