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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending following a massive $21 billion expansion of its AI cloud infrastructure agreement with Meta Platforms, which extends their partnership through 2032. While the deal has triggered significant bullish sentiment regarding long-term growth and AI compute demand, some investors are expressing caution due to the company's concurrent $3 billion convertible notes offering and broader volatility in the AI infrastructure sector.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing significant momentum driven by a multi-year partnership with Google Cloud for AI infrastructure and intensifying speculation around a major chip-supply deal with Tesla and SpaceX. While some traders are expressing caution over the rapid vertical move, the community is actively debating the stock's long-term valuation potential as a domestic foundry leader versus the risks of a possible near-term pullback.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is at the center of investor focus following reports of Iranian missile strikes on its data center infrastructure in Bahrain, coupled with the announcement of a new 3.5% fuel and logistics surcharge for sellers to mitigate rising costs. Despite these geopolitical headwinds and ongoing supply chain pressures, the community remains divided between those betting on long-term AI-driven cloud growth and others expressing frustration over recent stock volatility and service performance.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is capturing significant market attention following the unveiling of its ES9 luxury SUV, with investors closely monitoring its potential to challenge rivals in the premium electric vehicle segment. The community is actively debating the company's operational growth and battery-swapping infrastructure, with many sentiment-driven traders closely watching the stock's performance ahead of upcoming delivery milestones and macroeconomic catalysts.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is seeing intense market activity as investors weigh its role as a core supplier for AI infrastructure against a massive run-up in valuation. The community remains deeply polarized, with some bulls highlighting the company's critical EML laser supply chain and institutional support, while vocal bears argue the stock is a bubble facing imminent correction due to unsustainable technical indicators and broader sector risks.

Applied Digital Corporation

Applied Digital is trending as investors digest a massive revenue beat alongside significant ongoing investments in data center infrastructure. The community is focused on the tension between the company's aggressive growth strategy, which involves substantial debt and deferred hyperscaler lease signings, and the immense underlying demand for AI compute capacity.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshire Hathaway is trending as shareholders express deep frustration over the stock's long-term underperformance and stagnant price action compared to the broader market. The discourse is heavily focused on the companys massive cash pile, persistent lack of dividend payments, and skepticism toward new leadership following the transition from Warren Buffett.

Spire Global, Inc. collects space-based data using a proprietary constellation of low earth multi-use receiver nanosatellites. Its software analytics generate proprietary data, insights and predictive analytics for its customers through a subscription model. The company was founded by Peter Platzer in August 2012 and is headquartered in Vienna, VA.

Spire Global Inc - Ordinary Shares - Class A

Spire Global is gaining significant momentum as investors rotate into space and defense-related equities, fueled by high-profile government contracts and the company's expanding role in critical aerospace infrastructure. The community is actively debating the impact of these developments against historical volatility, with many users focusing on the stock's potential for a short squeeze and its long-term positioning as a pure-play data provider in the sector.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. 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

AMD is trending as investors weigh potential upside from rising CPU demand and AI infrastructure tailwinds against broader market volatility linked to geopolitical tensions. While community discourse remains divided between those capitalizing on the stock's recent bullish momentum and skeptics wary of potential pullbacks, the stock is being closely watched as a bellwether for the semiconductor sector's resilience.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is trending due to heightened investor interest in the memory chip sector, fueled by ongoing AI-driven demand and active discussions around NAND price momentum. The community is debating the stock's recent volatility and the potential impact of geopolitical developments, as traders weigh bullish analyst upgrades against concerns over technical setups and sector-wide risks.

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In this photo illustration, a Dell logo is seen displayed on a smartphone. 

DELL Stock Breaks 100-DMA For First Time In Over Two Months – Here’s Why Analysts Are Bullish

 Dell shares jumped more than 18% after a wave of positive analyst actions followed the company’s record-breaking quarterly earnings report.

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<ul class="summary-bullets"><li>Lumen stated that it has been selected to expand Anthropic’s fiber network across North America.</li><li>The company will introduce a new revenue reporting framework from the first-quarter of fiscal 2026.</li><li>Lumen said it remains on track to reach 47 million fiber miles by the end of 2028.</li></ul><p>Shares of Lumen Technologies (LUMN) jumped more than 5% in pre-market trading on Wednesday after the company said it has been selected to expand Anthropic’s fiber network across North America and outlined plans to drive EBITDA margin growth through 2030.</p><p>Lumen said the Anthropic partnership is part of its nearly $13 billion in total Private Connectivity Fabric (PCF) deals it has secured to date. Under the agreement, Anthropic has selected Lumen to develop a high-capacity network to power its AI research and operations.</p><h2 class="st-heading-2"><strong>Expanding EBITDA Margins By 2030</strong></h2><p>The company outlined several multi-year financial goals. It aims to expand adjusted earnings before interest, tax, depreciation and amortization (EBITDA) margins from 27.1% in 2025 to the mid-30% range by 2030.</p><p>Lumen also plans to boost free cash flow through higher margins, lower capital intensity, and revenue growth, and expects business segment revenue to return to growth in 2028. Additionally, the company will introduce a new revenue reporting framework. Starting in the first quarter of 2026, Lumen will report revenue by products and services to better reflect its enterprise-focused strategy, it stated.</p><p>“Our objective is clear: accelerate investment in AI and our digital future, and where it drives the highest returns to deliver shareholder value,” said CFO Chris Stansbury.</p><p>Lumen stated it remains on track to reach 47 million fiber miles by the end of 2028. The company plans to expand its network to about 58 million miles by 2031, backed by $2.5 billion in new PCF agreements.</p><h2 class="st-heading-2"><strong>Shares Fall Since Q4 Results</strong></h2><p><a href="https://stocktwits.com/symbol/LUMN">LUMN stock</a> has been under some selling pressure, declining more than 16% since&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-lumn-stock-down-despite-q4-earnings-beating-wall-street-estimates/cZb0JUgR4mr">reporting</a> its fourth-quarter earnings earlier this month. Fourth-quarter (Q4) revenue fell to $3.04 billion from $3.3 billion, while diluted earnings per share, excluding special items, came in at $0.23, up from $0.09 a year earlier.</p><p>For fiscal 2026, the company forecast adjusted core profit between $3.1 billion and $3.3 billion, below the $3.37 billion consensus estimate, and added that it remains on track to achieve $700 million in cost savings in 2026 and $1 billion in 2027.</p><h2 class="st-heading-2"><strong>How Did Stocktwits Users React?</strong></h2><p>Retail sentiment on Stocktwits turned 'neutral' from ‘bearish’ over the past 24 hours.</p><p><img src="https://news.stocktwits-cdn.com/Lumen_jpg_042a317e5e.webp" alt="Lumen.jpg"></p><p>Earlier, one user said that the stock has “never looked this good as it does today.”</p><p><stembedurl>https://stocktwits.com/KarlDieGlatze/message/645796949</stembedurl></p><p>LUMN shares have gained more than 65% over the past year.</p><p><strong>Read also: </strong><a href="https://stocktwits.com/news-articles/markets/equity/evh-stock-record-low-keybanc-downgrade/cZRyT0uR46H"><strong>EVH Stock On Track To Open At Record Low – Here’s Why Keybanc Turned Cautious</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The Lumen Technologies, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 25, 2024. 

LUMN Stock Climbs 5% Pre-Market – What’s The Anthropic Connection?

The company outlined several multi-year financial goals, including expansion of EBITDA margins to the mid-30% range by 2030.

<ul class="summary-bullets"><li>Coinbase is expected to report largely flat revenue in the fourth quarter compared to the year-ago quarter.</li><li>BTIG lowered the firm's price target on Coinbase to $340 from $420.</li><li>An analyst at BTIG said it sees an attractive entry point at current share levels.</li></ul><p>Shares of Coinbase (<a href="https://stocktwits.com/symbol/COIN">COIN</a>) fell more than 8% on Thursday weighed by weakness in bitcoin and investors turning their attention to its upcoming fourth quarter earnings, scheduled for next week.&nbsp;</p><p>An analyst at BTIG has also slashed the price target on Coinbase saying it sees an attractive entry point at current share levels, as per TheFly.&nbsp;</p><h2 class="st-heading-2">Q4 Preview</h2><p>Coinbase is expected to report largely flat revenue in the fourth quarter compared to the year-ago quarter. Analysts’ project a revenue of $1.86 billion in the quarter which is nearly flat to $1.84 billion it posted in the same quarter a year ago.&nbsp;</p><p>Coinbase is expected to post a 50% drop in its quarterly profit. As per data from fiscal.ai, Coinbase is expected to post a profit of $1.01 per share, compared to $2.04 it posted in the year-ago quarter.&nbsp;</p><h2 class="st-heading-2">Bitcoin Weakness</h2><p>Bitcoin has been falling sharply over the past few weeks as investors continue to stay clear of riskier assets like cryptocurrency due to macroeconomic-induced pullback. The rout has worsened especially since Donald Trump announced Kevin Warsh as the nominee to become the next Federal Reserve chair.&nbsp;</p><p>The world’s largest cryptocurrency has also been seeing billions of outflows in its ETFs and has been struggling to cross the $80K levels. Bitcoin earlier in the day plunged below $68,000 levels and hit its lowest in 15 months. At the time of writing, BTC was down 6.4% to $68,305.&nbsp;</p><h2 class="st-heading-2">Downbeat Analyst</h2><p>BTIG lowered the firm's price target on Coinbase to $340 from $420 and kept a ‘Buy’ rating on the shares ahead of the Q4 report on February 12.&nbsp;</p><p>The firm said that the stock has fallen 49% since the Q3 report, compared to the total crypto market cap falling 32%. BTIG attributed Coinbase's selloff expectations for Q4 weakness in transaction volume relative to Q3 and the broader market.&nbsp;</p><p>The firm said it sees an attractive entry point at current share levels. Coinbase is "creating a flywheel" between its trading business and digital asset applications, contends the analyst. BTIG sees the Q4 report showcasing how the company's revenue has diversified beyond "volatile" transaction revenues.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around COIN trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;</p><p>Shares in the company have fallen 46% over the past 12 months.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/default/5/michael-burry-flags-wording-methodology-updates-in-google-parent-alphabet-fresh-filing/cZbZQNwR4VU">Michael Burry Flags Wording, Methodology Updates In Google Parent Alphabet’s Fresh Filing</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Monitors display Coinbase signage during the company's initial public offering (IPO) at the Nasdaq market site April 14, 2021 in New York City. 

Why is COIN Stock Falling More Than 8% Today?

 Coinbase is expected to post a 50% drop in its fourth quarter profit, as per data from fiscal.ai at a time when bitcoin prices have been weighing on crypto linked stocks. 

<ul class="summary-bullets"><li>Snap also announced that its board of directors has authorized a stock repurchase program of up to $500 million of its Class A common stock.</li><li>Snap’s Revenue from In-App Optimizations grew 89% year-over-year, supported by advances in foundational app models.</li><li>The company estimates Q1’26 revenue to be between $1.50 billion to $1.53 billion.&nbsp;</li></ul><p>Snap shares rallied on Wednesday after it posted a 10% jump in fourth quarter revenue helped by growth in In-App optimizations.</p><p>“Our Q4 results began to reflect the impact of our strategic pivot toward profitable growth, translating into revenue diversification and meaningful margin expansion,” said Evan Spiegel, Snap CEO. “This progress reflects our commitment to building a more financially efficient and profitable business while continuing to invest in the future of augmented reality and the consumer launch of Specs.”</p><p>Snap also announced that its board of directors has authorized a stock repurchase program of up to $500 million of its Class A common stock.</p><h2 class="st-heading-2">Q4 Earnings</h2><p>Snap’s fourth quarter revenue increased 10% year-over-year to $1.72 billion, beating analysts’ estimates of $1.7 billion, as per data from fiscal.ai.&nbsp;</p><p>Revenue from In-App Optimizations grew 89% year-over-year, supported by advances in foundational app models, broader adoption of the App Power Pack, and new immersive formats such as Playables.</p><p>Diluted net income per share attributable to common stockholders rose to $0.03 per share, compared to $0.01 it reported in the same quarter a year-ago. However the profit fell short of analyst expectations of $0.15 per share.&nbsp;</p><p>The company saw its global monthly active users (MAU) in Q4 reach 946 million, an increase of 51 million or 6% year-over-year.</p><h2 class="st-heading-2">Outlook</h2><p>The company in prepared remarks ahead of its Q4 earnings call said, "For Q1 specifically, our guidance range for revenue is $1.50 billion to $1.53 billion,” It said the Q1 revenue guidance range excludes any potential revenue from the Perplexity integration as it is yet to mutually agree on a path to a broader roll out.”</p><p>The company estimates that Adjusted core profit will be between $170 million and $190 million in Q1.&nbsp;</p><p>“As we begin 2026, we are excited to execute on our pivot toward profitable growth and to make incremental progress toward our medium term goal of delivering meaningful Net Income profitability. The impacts of this strategic direction are already evident in our Q4 results, and we are incredibly proud of the work our team is doing to build on this momentum in Q1," it said.&nbsp;</p><p>The company said its full year cost structure guidance range for Infrastructure costs is $1.6 billion to $1.65 billion, which would represent flat year-over-year infrastructure costs at the low end.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around SNAP trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;</p><p>One bullish user called its earnings results “positive”.</p><p><stembedurl>https://stocktwits.com/humblpie/message/644035161</stembedurl></p><p>Another bullish user called the earnings “gold”.</p><p><stembedurl>https://stocktwits.com/OmerSimpson/message/644032999</stembedurl></p><p>Shares in the company have fallen 47% over the past year.&nbsp;</p><p>Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/alphabet-shares-down-despite-reporting-record-annual-revenue-know-why/cZbjXJVR4Ng">Alphabet’s Shares Gains After Hours After Reporting $400B+ Annual Revenue For The First Time - Here’s More Details</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>&nbsp;</p>

In this photo illustration, the logo of Snap Inc. is displayed on a smartphone screen.

SNAP Stock Rallies After Hours As Q4 Revenue Growth Impresses Investors

Snap’s fourth quarter revenue increased 10% year-over-year to $1.72 billion, beating analysts’ estimates of $1.7 billion, as per data from fiscal.ai. 

<ul class="summary-bullets"><li>For fiscal year 2026, the company now expects adjusted core profit of $3.1 billion to $3.3 billion, below an analyst estimate of $3.37 billion.</li><li>The company also said on Tuesday that it exceeded its cost reduction targets, ending the year with over $400 million in run-rate savings.</li><li>A company executive clarified during a post-earnings call that it is no longer required to borrow money to fund its operations.</li></ul><p>Shares of Lumen Technologies (LUMN) fell 4% after-hours on Tuesday on the heels of the company reporting a deep drop in fourth-quarter (Q4) revenue, although earnings beat Wall Street expectations.</p><p>The telecommunications company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.lumen.com/news/news-details/2026/Lumen-Technologies-Reports-Solid-Fourth-Quarter-and-Full-Year-2025-Results-Completes-ATT-Transaction-Strengthening-Balance-Sheet-and-Advancing-Enterprise-Focus/default.aspx">reported</a> Q4 revenue of $3.041 billion, down from the $3.3 billion reported in the corresponding quarter of 2024 and marginally below an analyst estimate of $3.043 billion, according to data from Fiscal AI.</p><p>The company reported diluted earnings per share excluding special items of $0.23, compared to $0.09 in the corresponding quarter of 2024. Analysts on average were expecting the company to report loss per share of 23 cents.</p><h2 class="st-heading-2">Outlook</h2><p>For fiscal year 2026, the company expects adjusted core profit of $3.1 billion to $3.3 billion, below an analyst estimate of $3.37 billion.</p><p>Earlier this week, Lumen announced that it has completed the sale of its Mass Markets fiber-to-the-home business in 11 states, including Quantum Fiber, to AT&amp;T (T) for $5.75 billion in cash as it seeks to focus on its stronger segments. The company used $4.8 billion of the proceeds to reduce its debt.</p><p>“The combination of a solid fourth quarter and the close of the AT&amp;T transaction marks a defining moment for Lumen and strengthens our foundation for growth,” said Lumen CEO Kate Johnson.</p><h2 class="st-heading-2">Cost Cutting Efforts</h2><p>Lumen said on Tuesday that it exceeded its cost reduction targets, ending the year with over $400 million in run-rate savings. The company is on track to deliver $700 million of cost savings in 2026 and $1 billion exiting 2027.</p><p>A company executive also clarified during the company’s post-earnings call that it is no longer required to borrow money to fund its operations.</p><p>“We have excess cash over the five years, and we'll get into specifics on that,” they said. “Our objective is to, one, fully fund our growth initiative and our transition of the company, and that is fully funded in that model. You know, the second thing would be to continue to reduce leverage a little bit, and after that, if there's nothing that achieves those first two objectives, then we'll look to start buying back stock.”</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around LUMN stock rose from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume increased from ‘high’ to ‘extremely high’ levels.</p><p>A Stocktwits user said that the earnings doesn’t change the company’s long-term story but they are still disappointed by the 2026 guidance.</p><p><stembedurl>https://www.stocktwits.com/Tangerine_Trades/message/643877901</stembedurl></p><p><a href="https://stocktwits.com/symbol/LUMN">LUMN stock</a> has gained 74% over the past 12 months.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/chipotle-shares-drop-after-hours-on-falling-traffic-flat-sales-guidance/cZb0eIOR4mq">Chipotle Shares Drop 8% After Hours On Falling Traffic And Flat Sales Guidance</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Why Is LUMN Stock Down Despite Q4 Earnings Beating Wall Street Estimates?

The telecommunications company reported fourth-quarter revenue of $3.041 billion, down from the $3.3 billion reported in the corresponding quarter of 2024.

<ul class="summary-bullets"><li>The company posted a smaller-than-expected drop in its total revenue for the fourth quarter of 2025.</li><li>Company’s adjusted diluted earnings per share of $0.71 in the fourth quarter beat analyst estimates of $0.59 per share, as per fiscal.ai.&nbsp;</li><li>The company expects Q1 2026 Revenue to be within a range of $270.0 million to $300.0 million, analysts expect Q1 revenue of $263.2 million.&nbsp;</li></ul><p>Enphase Energy shares rallied 22% during the extended hours of trading on Tuesday despite posting a drop in its fourth quarter revenue and profit from its year-ago quarter.&nbsp;</p><p>The&nbsp;energy technology firm forecasted strong first quarter revenue that has impressed investors and sparked optimism among traders.&nbsp;</p><h2 class="st-heading-2">Q4 Earnings</h2><p>The company posted a smaller-than-expected drop in its total revenue for the fourth quarter of 2025. Its revenue was $343.3 million, compared to $382.7 million in the third quarter of 2025, hurt by decline in revenue in the United States due to the lower safe harbor and storage revenue.&nbsp;</p><p>Analysts on average were expecting a revenue of $340.1 million, as per fiscal.ai. The revenue was also hit by softer demand for its services in the European region as well, the company said in a statement.&nbsp;</p><p>Company’s adjusted diluted earnings per share of $0.71 in the fourth quarter beat analyst estimates of $0.59 per share, as per fiscal.ai.&nbsp;</p><p>It said it exited the fourth quarter of 2025 with $1.51 billion in cash, cash equivalents and marketable securities and generated $47.6 million in cash flow from operations.</p><h2 class="st-heading-2">Outlook</h2><p>The company expects Q1 2026 revenue to be within a range of $270.0 million to $300.0 million, which includes shipments of 100 to 120 MWh of IQ batteries. This outlook includes approximately $35.0 million of safe harbor shipments. Analysts expect Q1 revenue of $263.2 million.&nbsp;</p><p>Enphase also expects adjusted gross margin to be within a range of 42.0% to 45.0%, including approximately five percentage points of reciprocal tariff impact.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around ENPH trended in ‘extremely high’ territory amid ‘extremely high’ message volume.&nbsp;</p><p>One user praised the company’s management and said, “The leadership steering this company is top notch. Battery storage is the future and these guys are extremely competent and will deliver”.&nbsp;</p><p><stembedurl>https://stocktwits.com/cemarsh/message/643889751</stembedurl></p><p>Another user said that the turnaround of ENPH is ‘well underway’.</p><p><stembedurl>https://stocktwits.com/RazorbackAJ/message/643888311</stembedurl></p><p>Shares in the company have fallen 37% over the past 12 months.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

 In this photo illustration, a person holds a smartphone displaying the logo of Enphase Energy Inc. 

Enphase Energy Shares Are Surging 22% Despite Drop In Q4 Revenue – What’s Driving The Rally?

The company forecasted strong first quarter revenue that has impressed investors and sparked optimism among traders. 

<ul class="summary-bullets"><li>The company expects net sales of at least $12.3 billion for the third quarter of fiscal year 2026 ending March 31, 2026, above Wall Street projections of $10.2 billion.&nbsp;</li><li>A SMCI executive said that despite supply chain challenges in the industry, SMCI’s global manufacturing team executed well in delivering record revenue orders.&nbsp;</li><li>The upbeat results made the stock the top trending stock on Stocktwits platform.&nbsp;</li></ul><p>Super Micro Computer (SMCI) shares jumped nearly 5% in after-hours trading on Tuesday after it reported a 122% jump in its second quarter net sales as demand for its services remained strong.&nbsp;</p><p>At the time of writing the stock was the top trending stock on Stocktwits' platform.&nbsp;</p><p>“Despite supply chain challenges in the industry, our global manufacturing team executed well in delivering record revenue orders. Order strength remains strong from global large data center and enterprise customers, AI, GPU platforms, which represent over 90% of Q2 revenue continue to be the key growth driver,” a SMCI executive said in an analyst call.&nbsp;</p><h2 class="st-heading-2">Upbeat Q2 Earnings</h2><p>SMCI reported net sales of $12.7 billion compared to $5.7 billion in the same period year-ago. The sales figure sailed past analyst estimates of $10.34 billion, as per fiscal.ai.&nbsp;</p><p>Adjusted and diluted net income per common share of $0.69 in the second quarter, above analyst estimates of $0.49 per share.&nbsp;</p><p>“With our leading AI server and storage technology foundation, strong customer engagements, and expanding global manufacturing footprint, we are scaling rapidly to support large AI and enterprise deployments while continuing to strengthen our operational and financial execution,” said Charles Liang, Founder, President and CEO of Super Micro.</p><h2 class="st-heading-2">Outlook</h2><p>The company expects net sales of at least $12.3 billion for the third quarter of fiscal year 2026 ending March 31, 2026, above Wall Street projections of $10.2 billion.&nbsp;</p><p>It further expects adjusted net income per diluted share of at least $0.60 for its third quarter, below analyst expectations of $0.54 per share.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around SMCI trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.</p><p>One user said ‘double down your shares and hold strong, we should see at least 100% gain’.</p><p><stembedurl>https://stocktwits.com/solar1/message/643887931</stembedurl></p><p>Another bullish user said that SMCI has become their favourite stock and they will hold the stock until it crosses the $100 mark.&nbsp;</p><p><stembedurl>https://stocktwits.com/ItsOver123/message/643887375</stembedurl></p><p>Shares in the company have risen 9% over the past 12 months.&nbsp;</p>

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

SMCI Shares Rally After Exec Says Order Strength Remains Strong, Q2 Earnings Sails Past Estimates

SMCI reported net sales of $12.7 billion compared to $5.7 billion in the same period year-ago. 

<ul class="summary-bullets"><li>The company reported revenue of $1.08 billion for the quarter, 44% higher than the same period last year, and well above analyst estimates of $970.5 million.</li><li>Teradyne CEO Greg Smith said that in 2026, the company expects year-over-year growth across all of its businesses, with strong momentum in compute, driven by AI.&nbsp;</li><li>Teradyne’s revenue guidance for the first quarter of 2026 is $1.15 billion to $1.25 billion.&nbsp;</li></ul><p>Shares of Teradyne (TER) rallied more than 20% during extended hours of trading on Monday after the company posted fourth quarter (Q4) earnings that beat analyst estimates, according to data from Fiscal.ai.&nbsp;</p><p>The company said Q4 growth was driven by strong AI-related demand in compute and memory.&nbsp;</p><h2 class="st-heading-2">Upbeat Results</h2><p>Teradyne’s net income in Q4 2025 was $283.0 million, or $1.80 per diluted share, jumping nearly 90% from the year-ago quarter and surging past analyst estimates of $1.36 per share, as per Fiscal.ai.&nbsp;</p><p>The company reported revenue of $1.08 billion for the quarter, 44% higher than the same period last year, and well above analyst estimates of $970.5 million. Of the total revenue, $883 million came from its Semiconductor Test segment, $110 million came from Product Test, and $89 million from Robotics.&nbsp;</p><p>“Our Q4 results were above the high end of our guidance range, fueled by AI-related demand in compute, networking and memory within our Semi Test business. Across all of our business groups – Semi Test, Product Test, and Robotics – we experienced sequential growth, and at the company level we achieved 13% growth in 2025,” said Teradyne CEO, Greg Smith.&nbsp;</p><h2 class="st-heading-2">Outlook</h2><p>The company provided guidance for the first quarter of 2026, with revenue expectations of $1.15 billion to $1.25 billion, and adjusted net income of $1.89 to $2.25 per diluted share.</p><p>“In 2026, we expect year-over-year growth across all of our businesses, with strong momentum in compute driven by AI,” Smith said.&nbsp;</p><h2 class="st-heading-2">Upbeat Analyst</h2><p>Earlier on Monday, Evercore ISI raised the price target on Teradyne to $280 from $200 and kept an ‘Outperform’ rating on the shares.&nbsp;</p><p>The firm said that it believes the fundamentals on Teradyne are positive, as it sees multiple paths for upside to estimates, according to TheFly. With near-term strength in compute, and high bandwidth memory test revenue as well as 2026 growth led continued strength in compute, with added benefit from potential market share gain in merchant GPU, the analyst told investors in a research note.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around TER trended in ‘extremely bullish’ territory amid ‘extremely high’ message volumes.</p><p>Shares of the company have jumped 122% over the past 12 months.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/snap-shares-are-tumbling-today-as-focus-shifts-to-earnings/cZbgUUKR4ku">Snap Shares Are Tumbling Today As Focus Turns To Q4 Earnings – What Are Investors Expecting?</a></p><p>&nbsp;</p>

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

Teradyne Stock Rockets 20% Today – What’s Driving The Rally?

The company said fourth-quarter earnings growth was driven by strong AI-related demand in compute and memory. 

<ul class="summary-bullets"><li>CEO Catherine Owen Adams said that the negative trend vote is “disappointing” and “not what we hoped for.”</li><li>The committee will formally adopt its opinion in February and the company will request a re-examination, Acadia said.&nbsp;</li><li>Trofinetide is approved by the U.S. Food and Drug Administration to treat Rett syndrome.</li></ul><p>Shares of Acadia Pharmaceuticals Inc. (ACAD) fell over 8% after-hours on Monday after the company said that it was informed of a negative trend vote from a European Medicines Agency committee regarding its application for Trofinetide for the treatment of Rett syndrome.</p><p>The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businesswire.com/news/home/20260202406586/en/Acadia-Pharmaceuticals-Provides-Update-on-Regulatory-Submission-for-Trofinetide-for-the-Treatment-of-Rett-Syndrome-in-the-European-Union">said</a> that the Committee for Medicinal Products for Human Use informed it of a negative trend around its application after an oral explanation recently.</p><p>The committee will formally adopt its opinion in February and the company will request a re-examination, the company said.</p><h2 class="st-heading-2">CEO Weighs In</h2><p>CEO Catherine Owen Adams said that the negative trend vote is “disappointing” and “not what we hoped for.”</p><p>“...we believe the strong data that supported the approval of trofinetide for the treatment of Rett syndrome in the United States, Canada, and Israel speak to the meaningful benefits that trofinetide can deliver,” she said.</p><h2 class="st-heading-2">Timeline And Steps Ahead</h2><p>As per legislation in the EU, the company can request a re-examination of CHMP’s opinion within 15 days of receiving its formal opinion. The company will then have 60 days to submit reasons for the re-examination request which will then be reviewed by the committee.</p><p>Trofinetide is approved by the U.S. Food and Drug Administration to treat Rett syndrome in adults and children. &nbsp;</p><p>Rett syndrome is a rare genetic neurological and developmental disorder that affects the way the brain develops. This disorder causes a progressive loss of motor skills and language and primarily affects females.</p><p>This marks the latest hardship for Acadia whose late-stage intranasal Carbetocin trial in Prader-Willi syndrome (PWS) patients failed to achieve a statistically significant improvement in hyperphagia in September.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around ACAD stock stayed within the ‘neutral’ territory while message volume rose from ‘normal’ to ‘high’ levels.</p><p><a href="https://stocktwits.com/symbol/ACAD">ACAD stock</a> has gained 41% over the past 12 months.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-spacex-acquires-grok-parent-xai/cZbgCs6R4ky">Elon Musk’s SpaceX Acquires Grok Parent xAI</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, an Acadia Pharmaceuticals company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Why Did ACAD Stock Slump 8% After Hours Today?

Acadia Pharmaceuticals said that the Committee for Medicinal Products for Human Use informed it of a negative trend around its application after an oral explanation recently.

<ul class="summary-bullets"><li>The partnership agreement will also make OpenAI models natively available to Snowflake’s 12,600 global customers.&nbsp;</li><li>RBC Capital called Snowflake’s deal "positive" and said that it reinforces Snowflake's central role in enterprise AI.</li><li>Raymond James kept an ‘Outperform’ rating on Snowflake after the company’s announcement.</li></ul><p>Shares of Snowflake rose and grabbed investor attention after it announced a multi-year partnership with OpenAI.&nbsp;</p><p>At the time of writing, Snowflake shares edged higher and were among the top trending stocks on Stocktwits.&nbsp;</p><h2 class="st-heading-2">Deal Details</h2><p>The multi-year, $200 million partnership agreement cements Snowflake and OpenAI’s commitment to co-innovation and joint go-to-market (GTM) strategies aimed at deploying AI agents across global enterprises.</p><p>Snowflake and OpenAI will work closely together to develop and deploy customized AI solutions for joint enterprise customers that deliver tangible return on investment, the statement said.&nbsp;</p><p>The partnership agreement will also make OpenAI models natively available to Snowflake’s 12,600 global customers within Snowflake Cortex AI across all three major clouds. The partnership also enables global organizations like Canva and WHOOP to bring OpenAI models to their enterprise data for deep research and instant insights.&nbsp;</p><h2 class="st-heading-2">Wall Street Upbeat</h2><p>RBC Capital called Snowflake’s deal "positive" and said that it reinforces Snowflake's central role in enterprise AI, builds on its $100 million AI annual recurring revenue momentum, and mirrors its prior Anthropic partnership, highlighting strong growth potential from AI-driven workloads in CY26. RBC Capital has an ‘Outperform’ rating and $300 price target on Snowflake shares.</p><p>Raymond James also kept an ‘Outperform’ rating on Snowflake after the company’s announcement.</p><p>Snowflake users can now directly access OpenAI models within Snowflake versus previously accessing OpenAI models via Azure OpenAI Services, the analyst told investors in a research note. The firm believes the pact supports its view that large language model providers will ultimately need to partner in order to penetrate the enterprise.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around SNOW trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;</p><p>Shares in the company have risen 9% over the past 12 months.&nbsp;<br>&nbsp;</p>

Snowflake, the cloud computing-based data company that offers cloud-based storage and analytics services, at the Mobile World Congress 2024 in Barcelona, Spain, on Feb. 28, 2024. 

Snowflake Shares Are In Investors’ Focus Today – Why Is Wall Street Upbeat After New Announcement?

Snowflake and OpenAI will work closely together to develop and deploy customized AI solutions for joint enterprise customers. 

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