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SPY is trending as investors react to the ongoing State of the Union address, with community discussion heavily focused on Trump's proposals regarding tariffs and income tax, and divided opinions on whether his remarks will propel the market higher or lead to a reversal.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending due to widespread anticipation and highly polarized reactions to Donald Trump's State of the Union address, with community discussions fiercely debating his economic claims, controversial allegations, and potential market impact.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending with fervent investor discussion surrounding its cancer immunotherapy, ANKTIVA, driven by high expectations for national attention on its groundbreaking treatments and intense speculation about a potential short squeeze that has ignited extreme bullish sentiment.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is actively discussed as the market anticipates potential catalysts from the State of the Union address and NVIDIA's upcoming earnings, driving widespread community speculation on whether these events will lead to a market rally or a significant pullback amidst persistent claims of manipulation.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is trending due to intensified political and regulatory scrutiny on the healthcare sector, including a new bill introduced by senators to break up conglomerates and anticipated negative comments from a former president, sparking a polarized community debate between bearish sentiment and those identifying a long-term buying opportunity.

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 trending on the eve of its highly anticipated earnings report, with the community actively debating whether strong results will propel the broader market higher or trigger a "sell the news" reaction, all while considering a competitor's recent major AI chip deal and ongoing concerns about US-China export policies.

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 as recent political commentary underscores the critical need for data centers to secure their own power, a significant bullish catalyst for the company given its extensive renewable energy infrastructure and strategic pivot to AI/HPC. The community is actively discussing high short interest and upcoming earnings, fueling speculation of a potential squeeze.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending due to its recent Q4 earnings beat and a rally in shares, driven by increased trading volume, with the community actively debating its high valuation multiples compared to Chipotle against its strong revenue growth, expansion plans, and perceived superior menu offerings.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending following its Q4 earnings, where cautious fiscal year 2027 subscription revenue guidance, despite an earnings beat, fueled concerns over slowing growth and AI disruption in the enterprise software sector. While many fear AI could replace core services, supporters argue the stock is undervalued, citing its established market position and that AI leaders like Anthropic and OpenAI are Workday customers.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

Liquidia Corp is actively trending as the community eagerly anticipates a pivotal judge's decision on patent litigation, which many believe could significantly impact the stock. Bulls are optimistic, citing strong sales and Yutrepia's growing market share against competitors, while a contrasting perspective warns of underlying negative fundamentals and overvaluation.

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Top Themes for 2026: AI, Defense, and Infrastructure

BlackRock's Jay Jacobs discusses thematic investing ideas for 2026.

<ul class="summary-bullets"><li>Morgan Stanley analyst Keith Weiss cited operational challenges in a constrained supply environment.</li><li>The firm said it would look for several improvements, including expanding active power capacity beyond 850 megawatts, and resolving past data center construction delays before turning constructive.</li><li>CoreWeave is scheduled to report fourth-quarter fiscal 2025 results on February 26.</li></ul>CoreWeave Inc. (CRWV) shares slid on Friday after Morgan Stanley’s initiation cast a cautious tone just days before the company’s quarterly earnings release.&nbsp;According to a Barron’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.barrons.com/articles/coreweave-stock-power-ai-earnings-0e3d5b5a">report</a>, the firm assigned the cloud infrastructure provider an “Equal Weight” rating and set a $99 price target, suggesting only modest upside from recent levels.<h2 class="st-heading-2">Execution In Focus</h2>Morgan Stanley analyst Keith Weiss cited operational challenges in a constrained supply environment as a primary reason for the tempered outlook. He pointed to difficulties in fulfilling customer demand and noted that some dissatisfied clients have pursued legal action.The firm acknowledged that CoreWeave has landed and broadened significant agreements with some of the most sophisticated generative AI customers in the market. However, the firm stressed that investor confidence hinges on tangible execution milestones.<a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> tumbled over 12% by Friday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_20_121818_png_01b2e4ba28.webp" alt="CRWV’s Sentiment Meter and Message Volume as of 12:15 p.m. ET on Feb. 20, 2026 | Source: Stocktwits" width="936" height="106"><figcaption>CRWV’s Sentiment Meter and Message Volume as of 12:15 p.m. ET on Feb. 20, 2026 | Source: Stocktwits</figcaption></figure>Morgan Stanley indicated it would look for several improvements before turning more constructive. Among them are expanding active power capacity beyond 850 megawatts, resolving past data center construction delays, converting development projects into realized capital spending, and diversifying its customer base.<h2 class="st-heading-2">Additional Pressure Points</h2>Compounding the negative sentiment, a Business Insider&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/blue-owl-financing-lancaster-data-center-coreweave-2026-2">report</a> said that Blue Owl Capital Inc. (OWL) was unable to secure financing for a proposed data center transaction involving CoreWeave, creating fresh uncertainty around expansion efforts.CoreWeave is scheduled to report fourth-quarter (Q4) fiscal 2025 results on February 26. Analysts expect revenue of approximately $1.53 billion, and an adjusted loss per share of $0.49, according to Fiscal AI data.&nbsp;CRWV stock has gained over 114% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/paramount-clears-key-us-antitrust-review-pursuit-of-warner-bros-discovery/cZRN93sR4xj">Paramount Clears Key US Antitrust Review In $77.9 Billion Pursuit Of Warner Bros. Discovery</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of AI cloud-computing startup CoreWeave is displayed on a smartphone screen on May 16, 2025 in Suqian, Jiangsu Province of China. 

CoreWeave Stock Tumbles 12% — Analyst Flags Execution Risks Ahead Of Earnings

According to a Barron’s report, Morgan Stanley assigned the cloud infrastructure provider an “Equal Weight” rating and set a $99 price target, suggesting only modest upside from recent levels.

Equity

According to a Barron’s report, Morgan Stanley assigned the cloud infrastructure provider an “Equal Weight” rating and set a $99 price target, suggesting only modest upside from recent levels.


<ul class="summary-bullets"><li>The company achieved positive group adjusted earnings before interest, taxes, depreciation, and amortization of $15 million in Q4.</li><li>Cost of revenue rose to $68.5 million in Q4 from $21.1 million a year ago, reflecting the expansion in data centers and related leasing agreements.</li><li>CEO Arkady Volozh said the company looks to end 2026 with annual recurring revenue between $7 billion and $9 billion.&nbsp;</li></ul>Nebius Group N.V. (NBIS)&nbsp;drew significant interest from retail traders on Wednesday after the company reported its fourth-quarter (Q4) earnings.The company reported&nbsp;a 547% year-on-year increase in&nbsp;Q4 revenue to&nbsp;$227.7 million, which was below the analysts’ consensus estimate of $242.79 million, according to Fiacla AI data.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius’ stock</a> traded over 5% lower on Thursday morning.&nbsp;However, on Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ to ‘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_12_094710_png_86dd7cd9ee.webp" alt="NBIS’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Feb. 12, 2026 | Source: Stocktwits" width="932" height="102"><figcaption>NBIS’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Feb. 12, 2026 | Source: Stocktwits</figcaption></figure>The stock saw an 80% surge in retail messages over the past 24 hours as of Thursday morning.&nbsp;A Stocktwits user lauded the earnings and said the company is ‘going in [the] right direction’.<stembedurl>https://stocktwits.com/Pp1988/message/644781908</stembedurl>Another user emphasized that Nebius is playing the long game and long-term investors will be happy.&nbsp;<stembedurl>https://stocktwits.com/cleanair/message/644778005</stembedurl><h2 class="st-heading-2">Cost And Operational Efficiency</h2>The firm’s cost of revenue rose to $68.5 million in Q4 from $21.1 million a year ago, reflecting the expansion in data centers and related leasing agreements. Despite the increase, costs as a percentage of revenue fell to 30%, down from 60% last year, signaling improved operating leverage.<blockquote>“We are on track to end the year with ARR of $7 billion to $9 billion.”-Arkady Volozh, Founder and CEO, Nebius</blockquote>The company achieved positive group adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $15 million in Q4, a turnaround from a $63.9 million loss a year earlier. The core AI cloud segment generated $51.8 million in adjusted EBITDA, with a 24% margin, offsetting losses from other business units such as Avride and TripleTen.NBIS stock has gained over 121% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/the-big-short-investor-michael-burry-reflects-on-palantir-s-billions-in-losses-before-2020-debut/cZRTNcbR4rL">‘The Big Short’ Investor Michael Burry Reflects On Palantir’s Billions In Losses Before 2020 Debut</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

NBIS Stock Tumbles 5% After Q4 Revenue Miss, But Retail Says Company Is ‘Going In Right Direction’

The company reported a 547% year-on-year increase in Q4 revenue to $227.7 million, which was below the analysts’ consensus estimate of $242.79 million, according to Fiacla AI data. 

<ul class="summary-bullets"><li>The driverless technology developer said the change will take effect after markets close on February 27.</li><li>The MSCI China Index serves as a key gauge for large- and mid-cap Chinese stocks</li><li>On Sunday, Pony AI unveiled the first production-ready unit of its seventh-generation bZ4X Robotaxi.</li></ul>Pony AI Inc. (PONY) said on Wednesday that it has earned a spot in the widely tracked MSCI China Index.The driverless technology developer said the change will take effect after markets close on February 27, marking a notable development for the robotaxi industry and for investors tracking Chinese equities.<h2 class="st-heading-2">Pony AI Added To MSCI China Index</h2>The inclusion positions Pony as the first pure-play robotaxi operator to join the benchmark, underscoring its expanding footprint in self-driving technology and commercialization.<blockquote>“This inclusion comes as Pony.ai advances into a new stage of scaled mass production and commercial deployment.”-James Peng, Chairman and CEO, Pony.ai&nbsp;</blockquote>Following the update,&nbsp;<a href="https://stocktwits.com/symbol/PONY">Pony stock</a> inched 0.5% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_11_051642_png_bc6e986743.webp" alt="PONY’s Sentiment Meter and Message Volume as of 05:15 a.m. ET on Feb. 11, 2026 | Source: Stocktwits" width="930" height="106"><figcaption>PONY’s Sentiment Meter and Message Volume as of 05:15 a.m. ET on Feb. 11, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Why This MSCI Inclusion Matters?&nbsp;</h2>The MSCI China Index is a key gauge of large- and mid-cap Chinese stocks, and asset managers worldwide rely on it to shape portfolios and measure returns. Admission typically reflects strong liquidity and market-value thresholds, criteria that can elevate a company’s standing with institutional investors.&nbsp;Pony.ai’s operation centers on its own technology platforms, called PonyWorld and Virtual Driver. These systems support the growth of its robotaxi and self-driving truck services. The company operates in several regions, including China, parts of Europe, East Asia, and the Middle East.<h2 class="st-heading-2">Robotaxi Scale-Up Gains Momentum&nbsp;</h2>On Sunday, Pony AI unveiled the first production-ready unit of its seventh-generation bZ4X Robotaxi, built with support from Toyota’s China operations. The companies aim to scale output rapidly, targeting more than 1,000 units of the model this year, as Pony.ai advances plans to surpass 3,000 robotaxis in operation by late 2026.PONY stock has gained over 4% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mcd-stock-heads-for-second-day-in-green-ahead-of-q4-earnings/cZb6eykR4qB">MCD Stock Heads For Second Day In Green Ahead Of Q4 Earnings: Can Value Deals And Loyalty Drive Another Beat?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Pony.ai booth is seen during the 21st Shanghai International Automobile Industry Exhibition (Auto Shanghai 2025) at the National Exhibition and Convention Center (Shanghai) on April 26, 2025 in Shanghai, China. (Photo by VCG/VCG via Getty Images)

This AI Autonomous Driving Firm Joins MSCI China Index —What’s On The Cards? 

The inclusion positions Pony as the first pure-play robotaxi operator to join the benchmark, underscoring its expanding footprint in self-driving technology and commercialization.

<ul class="summary-bullets"><li>The termination of the Standby Equity Purchase Agreement, originally signed on Aug. 26, 2024, is effective immediately with no remaining obligations.&nbsp;</li><li>The company had only utilized the facility once since its 1-for-10 reverse stock split became effective on Dec. 12, 2025.&nbsp;</li><li>Following the changes, the company currently has around 5.8 million shares outstanding.</li></ul>Brand Engagement Network, Inc. (BNAI) announced on Thursday that it has ended its agreement with YA II PN, Ltd., an affiliate of Yorkville Advisors Global, LP, that allowed the company to sell up to $50 million of its stock.&nbsp;The termination of the Standby Equity Purchase Agreement, originally signed on Aug. 26, 2024, is effective immediately with no remaining obligations.&nbsp;<h2 class="st-heading-2">Facility Use And Reverse Split</h2>The company had only utilized the facility once since its 1-for-10 reverse stock split became effective on Dec. 12, 2025. Brand Engagement’s management chose to terminate the standby agreement, ensuring no outstanding draws or debts remain under the previous arrangement.&nbsp;This step is part of a broader effort to streamline financing. Following the update, Brand Engagement’s stock traded over 44% higher in Thursday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_073623_png_622d564a1a.webp" alt="BNAI’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Feb. 5, 2026 | Source: Stocktwits" width="934" height="99"><figcaption>BNAI’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Feb. 5, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Private Placement And Balance Sheet</h2>The company recently completed the first installment of a $1.518 million premium private placement and plans to close the remaining portions in February and March 2026. The company highlighted that recent warrant exercises, debt conversions, and private placement activities have reinforced its financial position, maintaining liquidity without major shareholder dilution.<blockquote>"We remain focused on maintaining a disciplined capital strategy and a clean capital structure as we scale revenue-generating deployments,"&nbsp;-Tyler Luck, CEO, Brand Engagement Network.</blockquote>Following these changes, the company currently has around 5.8 million shares outstanding, with approximately 3.3 million shares available in the public float.&nbsp;In late January, The AI-driven chat company gained attention after revealing a partnership with Valio Technologies to license its AI in South Africa.BNAI stock has gained over 471% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-stock-sees-retail-caution-amid-big-tech-ai-investment-surge/cZbZ4L1R4VL">Meta Stock Sees Retail Caution Amid Big Tech’s AI Investment Surge</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rising stock market chart on a trading board background.

Why Did BNAI Stock Soar 44% Pre-Market Today? 

Brand Engagement Network ended the $50 million Standby Equity Purchase Agreement with YA II PN, Ltd., an affiliate of Yorkville Advisors Global, LP.

<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.

<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.

BlackRock Institutional Trust Company N.A. - iShares Future AI & Tech ETF

Beat EPS and revenue

Beat EPS, miss revenue

Miss EPS, beat revenue

Miss EPS and revenue

Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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