SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Pyth Network is a decentralised oracle network designed to provide real-time financial market data to decentralised applications (dApps) across multiple blockchains. It allows developer to secure smart contracts with reliable, low-latency market data from institutional sources, and build apps with high-fidelity oracle feeds designed for mission-critical systems.

Pyth Network

Pyth Network is trending as investors highlight its role as critical decentralized infrastructure, particularly following its integration into major DeFi ecosystems and its partnership with the U.S. Department of Commerce to provide on-chain macroeconomic data. Community discussions emphasize the project's institutional backing, revenue-sharing model through token buybacks, and its increasing relevance as a key player in the Real World Asset (RWA) sector.

Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF

Vanguard Short-Term Treasury ETF

Investors are increasingly turning to Vanguard Short-Term Treasury ETF as a defensive tool to navigate rising interest rates and yield curve volatility. The community is actively debating the merits of short-duration bond exposure compared to other fixed-income alternatives, highlighting the ETF's role in capital preservation during periods of market instability.

WisdomTree Trust - WisdomTree Floating Rate Treasury Fund

Investors are increasingly viewing floating rate treasury funds as an attractive, stable vehicle for parking cash and managing interest rate risk in a volatile market environment. The community highlights the fund's liquidity and consistent income potential, frequently comparing its performance and yield benefits against other short-duration bond ETFs.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin is currently gaining strong community momentum, driven by anticipation for the upcoming 4/20 date and ongoing grassroots discussions surrounding global cannabis legalization and infrastructure. Investors and community members are actively sharing educational content on the endocannabinoid system and cannabis health research while highlighting the project's long-term focus on culture and decentralization.

Omeros Corp. operates as a biopharmaceutical company. The firm engages in the discovery, development, and commercializing of both small-molecule and protein therapeutics for large market. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

Omeros is generating investor excitement following the commencement of commercial shipments of its FDA-approved TA-TMA treatment, Yartemlea, while the community closely monitors potential European regulatory developments and additional milestone payments from the Novo Nordisk partnership. Investors are actively debating the timing of a meaningful revenue ramp and potential buyout scenarios, with many expressing confidence in the drug's long-term value despite recent stock price volatility.

VICI Properties, Inc. is a real estate investment trust, which owns, acquires and develops gaming, hospitality and entertainment properties. It operates through the following segments: Real Property Business and Golf Course Business. The Real Property Business segment consists of leased real property. The Golf Course Business segment consists of four golf courses. The company was founded on July 5, 2016 and is headquartered in New York, NY.

VICI Properties Inc

VICI Properties is trending as investors weigh its role as a high-yield REIT against broader macro concerns, with the community actively debating whether current levels represent a deep-value buying opportunity or a yield trap. Discussion remains centered on the durability of its Las Vegas real estate portfolio and its reliable quarterly dividend payouts, even as market volatility creates friction with technical price trends.

LayerZero

LayerZero ($ZRO) is trending as the community highlights its critical role in cross-chain interoperability, specifically through its integration with the meme coin $CAW. Investors are actively discussing the protocol's burn-and-mint capabilities and its growing adoption across multiple chains, fueling bullish sentiment around its long-term infrastructure potential.

The Williams Cos., Inc. operates as an energy infrastructure company, which explores, produces, transports, sells and processes natural gas and petroleum products. It operates through the following segments: Transmission and Gulf of Mexico, Northeast G&P, and West. The Transmission and Gulf of Mexico segment consists of interstate natural gas pipelines, the Transco and Northwest Pipelines, as well as natural gas gathering and processing and crude oil production handling and transportation assets in the Gulf Coast region. The Northeast G&P segment includes midstream gathering, processing, and fractionation businesses in the Marcellus Shale region primarily in Pennsylvania and New York, and the Utica Shale region of eastern Ohio. The West segment consists of gas gathering, processing, and treating operations in the Rocky Mountain region of Colorado and Wyoming, the Barnett Shale region of north-central Texas, the Eagle Ford Shale region of south Texas, the Haynesville Shale region of northwest Louisiana, and the Mid-Continent region which includes the Anadarko, Arkoma, and Permian basins. The company was founded by David Williams and Miller Williams in 1908 and is headquartered in Tulsa, OK.

Williams Cos Inc

Williams Companies is attracting attention as surging power demand from AI-driven data centers positions its natural gas infrastructure as a critical energy solution. Investors are closely monitoring its long-term growth potential and pipeline stability while navigating recent regulatory milestones and broader energy sector volatility.

The Kroger Co. engages in the retail grocery business with added convenience to retail pharmacies and fuel centers. Its main focus is on growing households and increasing customer loyalty by delivering great value and convenience, and investing in four strategic pillars: Fresh, Brands, Data & Personalization and Seamless. Its brands include Big K, Smart Way, Heritage Farm, Simple Truth, and Simple Truth Organic. The company was founded by Barney Kroger in 1883 and is headquartered in Cincinnati, OH.

Kroger Co.

Kroger is trending following a positive earnings beat where stronger-than-expected e-commerce growth and pharmacy performance helped the stock maintain momentum. Investors are actively debating the company's ability to navigate current consumer spending shifts, with many focused on leadership transitions and potential impacts of ongoing merger litigation.

Midnight is a privacy-first blockchain that blends public verifiability with confidential data handling. You can use Midnight's selective disclosure and ZK proofs to build apps.

Midnight

NIGHT is experiencing significant volatility and intense community debate as traders navigate airdrop distribution schedules, listing news, and ongoing skepticism regarding its decentralization and relationship with Google Cloud. Investors are closely monitoring key support levels while vocal factions clash over the project's long-term utility versus its high market cap and leadership ties to the Cardano ecosystem.

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<ul class="summary-bullets"><li>Morgan Stanley pointed to the need for clearer evidence of faster growth and better forward guidance to ease investor concerns.</li><li>Wells Fargo also lowered its price target to $330 from $405, retaining an Overweight rating.</li><li>Barclays highlighted that Adobe’s fiscal Q1 net new annual recurring revenue of $400 million was below their $460 million estimate.</li></ul>Adobe Inc. (ADBE) is facing a wave of cautious analyst sentiment following its first quarter (Q1) earnings, with multiple firms cutting price targets and adjusting ratings amid mixed performance and leadership changes.&nbsp;The company’s early pivot to AI monetization and portfolio expansion has not fully convinced investors of a rapid growth rebound.<a href="https://stocktwits.com/symbol/ADBE">Adobe stock</a> traded over 8% lower in Friday’s premarket. On Stocktwits, retail sentiment around the stock jumped to ‘extremely bullish’ territory from ‘bearish’ 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_03_13_071515_png_eec89faada.webp" alt="ADBE’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Mar. 13, 2026 | Source: Stocktwits" width="929" height="101"><figcaption>ADBE’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Mar. 13, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a 1542% surge in retail messages over a 24-hour period.&nbsp;<h2 class="st-heading-2">Morgan Stanley Highlights Growth Concerns</h2>Morgan Stanley analyst Keith Weiss slashed Adobe’s price target to $365 from $425 while maintaining an ‘Equal Weight’ rating, citing the need for stronger proof of growth acceleration and forward outlook improvements to reassure investors about AI competition challenges, according to TheFly.&nbsp;Wells Fargo also lowered its price target to $330 from $405, retaining an Overweight rating, noting that Adobe’s net new annual recurring revenue (NNARR) underperformance and CEO transition have temporarily put the company back in the penalty box.<h2 class="st-heading-2">Barclays Cuts Rating Amid CEO Transition</h2>Barclays downgraded Adobe to Equal Weight from Overweight and set a price target of $275, down from $335. Analysts highlighted fiscal Q1 NNARR of $400 million, below their $460 million estimate, while the fiscal 2026 guidance remained unchanged.&nbsp;Barclays emphasized that the most significant development of the quarter is the planned exit of longtime CEO Shantanu Narayen, which has unsettled investor confidence and put the stock on the sidelines.Narayen, who has been heading the software design company since 2007, stated he will resign once a successor is appointed but will continue serving as the company’s board chair.ADBE stock declined by over 28% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alibaba-doubles-down-on-stablecoin-play-with-35-million-meta-comp/cZdDItARIaV">Alibaba Doubles Down On Stablecoin Play With $35 Million MetaComp Investment</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of the American multinational software company Adobe Inc. appears on the screen of a smartphone.

ADBE Stock Falls 8% Pre-Market: AI Growth Narrative Fails To Convince Analysts

Morgan Stanley analyst Keith Weiss slashed Adobe’s price target to $365 from $425 while maintaining an ‘Equal Weight’ rating.

Equity

Morgan Stanley analyst Keith Weiss slashed Adobe’s price target to $365 from $425 while maintaining an ‘Equal Weight’ rating.


<ul class="summary-bullets"><li>JPMorgan upgraded Oracle’s rating to ‘Overweight’ from ‘Neutral’ while setting a $210 price target.</li><li>Barclays pointed to steady performance in Oracle’s software-as-a-service and maintenance segments, which could result in gains.&nbsp;</li><li>Baird also raised its price target to $215 from $200 and maintained an ‘Outperform’ rating.&nbsp;</li></ul>Oracle Corp. (ORCL) received fresh backing from several Wall Street firms after the cloud giant’s third-quarter (Q3) results topped expectations, prompting analyst upgrades and target price hikes, with firms stating that the recent selloff has improved the stock’s risk-reward profile.&nbsp;Oracle’s Q3 revenue grew 22% year-on-year (YoY) to $17.2 billion with an earnings per share (EPS) of $1.79, both surpassing the analysts’ consensus estimates of $16.91 billion and $1.7, respectively, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">JPMorgan Turns More Bullish</h2>JPMorgan upgraded Oracle’s rating to ‘Overweight’ from ‘Neutral’ while setting a $210 price target, though the firm trimmed its earlier $230 target, according to TheFly.Analysts noted that Oracle’s share price has fallen about 55% since mid-September, resetting investor expectations. According to the firm, sentiment has shifted from strong confidence to widespread skepticism regarding the company’s long-term financial targets. Against that backdrop, JPMorgan sees a more attractive risk-reward profile for the stock.<a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> traded over 9% higher in Wednesday’s premarket.&nbsp;<h2 class="st-heading-2">Barclays Sees Outlook Improving&nbsp;</h2>Analysts at Barclays also expressed optimism, increasing the price target to $240 from $230 while reiterating an ‘Overweight’ rating. The firm said Oracle’s shares are "starting to work better from here” as Q3 performance helped address several investor concerns, including spending on infrastructure, profit margins tied to contracts and the company’s ability to deliver cloud capacity on schedule.&nbsp;Barclays also pointed to steady performance in Oracle’s software-as-a-service and maintenance segments, which it believes could support additional gains in the stock.Baird also raised its price target to $215 from $200 and maintained an ‘Outperform’, citing that the latest results reinforce a constructive outlook for Oracle’s business.<h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock changed 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_03_11_072500_png_53a0e55930.webp" alt="ORCL’s Sentiment Meter and Message Volume as of 07:15 a.m. ET on Mar. 11, 2026 | Source: Stocktwits" width="934" height="98"><figcaption>ORCL’s Sentiment Meter and Message Volume as of 07:15 a.m. ET on Mar. 11, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a 804% surge in message volume in 24 hours.&nbsp;A bullish Stocktwits user said the stock is disconnected from its real value.&nbsp;<stembedurl>https://stocktwits.com/NordVPN2/message/647197898</stembedurl>Another user said the stock could easily hit $170 on Wednesday.&nbsp;<stembedurl>https://stocktwits.com/Logic102/message/647198357</stembedurl>ORCL stock has gained over 3% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/avav-stock-faces-selloff-space-force-ends-scar-contract-retail-time-for-rebound-now/cZdAD0LRIJi">AVAV Stock Faces Selloff After Space Force Ends SCAR Contract, But Retail Says Time For ‘Rebound Now’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A smartphone held in a hand shows the logo of Oracle Corp. (Photo illustration by Cheng Xin/Getty Images)

Oracle’s Stock Reset May Be Setting Up Its Next Rally – JPMorgan Says Risk-Reward Now Attractive

Barclays said Q3 performance helped address several investor concerns, including spending on infrastructure, profit margins tied to contracts, and the company’s ability to deliver cloud capacity on schedule. 

<ul class="summary-bullets"><li>Baird cited slower-than-expected growth in Atlas revenue, raising potential questions about the company’s momentum.</li><li>Barclays analyst Raimo Lenschow trimmed the price target to $370 from $440 while maintaining an ‘Overweight’ rating.</li><li>Wedbush noted that strong quarterly results were overshadowed by a cautious outlook.</li></ul>MongoDB Inc. (MDB) is facing scrutiny on Wall Street as multiple analysts adjusted their outlooks following the company's fourth-quarter earnings report.&nbsp;While the database software provider posted solid fourth-quarter (Q4) results, concerns over revenue growth and management shifts are weighing on investor sentiment.Baird downgraded MongoDB to ‘Neutral’ from ‘Outperform’, lowering its price target to $260 from $500, according to TheFly. MongoDB forecasts first-quarter (Q1) adjusted earnings per share (EPS) between $1.15 and $1.19 per share, which is lower than the analysts’ consensus estimate of $1.21 per share.&nbsp;&nbsp;<h2 class="st-heading-2">Baird And Barclays’ Analysis&nbsp;</h2>Baird cited slower-than-expected growth in Atlas revenue, raising potential questions about the company’s momentum, despite generally strong quarterly results. The firm highlighted limited AI-related revenue and recent leadership changes as additional factors that could create pressure on the stock.Barclays analyst Raimo Lenschow trimmed the price target to $370 from $440 while maintaining an ‘Overweight’ rating. The firm noted that while MongoDB had a string of strong quarters before, the Q4 results showed a slightly smaller Atlas revenue beat and guidance for fiscal 2027.&nbsp;<a href="https://stocktwits.com/symbol/MDB/news">MongoDB stock</a> tumbled nearly 28% on Tuesday, marking its biggest single-day decline on record. On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_03_105747_png_61ed9d60e0.webp" alt="MDB’s Sentiment Meter and Message Volume as of 10:30 a.m. ET on Mar. 3, 2026 | Source: Stocktwits" width="931" height="107"><figcaption>MDB’s Sentiment Meter and Message Volume as of 10:30 a.m. ET on Mar. 3, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Bernstein Calls Selloff An Overreaction</h2>Bernstein adjusted its price target down to $428 from $452 but kept an ‘Outperform’ rating. The firm emphasized that Q4 results were solid and the conservative FY27 guidance does not undermine its positive view on consumption growth.&nbsp;Bernstein sees the stock’s 25% drop as an overreaction, suggesting that investors may find a buying opportunity in the current selloff.Wedbush analyst Daniel Ives also cut the price target to $380 from $440 while maintaining an ‘Outperform’ stance. The firm noted that strong quarterly results were overshadowed by a cautious outlook. However, Wedbush remains optimistic about MongoDB’s ability to cash in Atlas to drive future growth.MDB stock traded over 1% lower over the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-increases-prices-of-its-new-mac-book-air-and-pro-models-everything-to-know-about-its-latest-lineup/cZdeK53RIPf">Apple Increases Prices Of Its New MacBook Air And Pro Models – Everything To Know About Its Latest Lineup</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a hand holds a smartphone displaying the logo of MongoDB Inc.

MDB Stock Sees Biggest Single-Day Decline On Record: Wall Street Cuts Price Targets On Slower Atlas Growth And Cautious Outlook 

Baird downgraded MongoDB to ‘Neutral’ from ‘Outperform’, lowering its price target to $260 from $500.

<ul class="summary-bullets"><li>Under the agreement, businesses will be able to design AI agents using Anthropic’s Claude on the Intuit platform.</li><li>Entrepreneurs can generate invoices, track payments, and estimate taxes directly through Claude.</li><li>Intuit’s tools will be integrated into Anthropic products, providing users with real-time financial insights.</li></ul>Intuit Inc. (INTU) and Anthropic, the AI company behind the Claude AI model, have entered into a multi-year collaboration to bring highly tailored AI agents to mid-market companies and consumers.&nbsp;The partnership aims to integrate advanced AI capabilities into Intuit’s suite of financial and business tools, creating solutions that simplify workflows and improve decision-making.<h2 class="st-heading-2">Custom AI Agents For Industry-Specific Needs</h2>Under the agreement, businesses will be able to design AI agents using Anthropic’s Claude Agent SDK directly on the Intuit platform. These agents will operate securely and use Intuit’s proprietary financial and accounting data.This integration will allow Claude users to access TurboTax, Credit Karma, QuickBooks, and Mailchimp functionality from within Anthropic’s ecosystem.Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/INTU">Intuit's stock</a> traded over 6% higher in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.<h2 class="st-heading-2">Embedded Financial Intelligence&nbsp;</h2>Intuit’s tools will be integrated into Anthropic products, providing users with real-time financial insights. Entrepreneurs can generate invoices, track payments, and estimate taxes directly through Claude while receiving guidance on refunds and debt management. The rollout is planned for spring 2026, bringing the AI-driven solutions to both Intuit and Anthropic users.<blockquote>“By combining Intuit’s proprietary data and domain-specific services with AI models built to support security, accuracy, and compliance and Claude’s powerful capabilities, we’re delivering something customers haven’t had before.”-Alex Balazs, CTO, Intuit</blockquote>Interestingly,&nbsp;&nbsp;software and cybersecurity stocks came under pressure on Monday, with Intuit shedding over 5% after Anthropic said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://claude.com/blog/how-ai-helps-break-cost-barrier-cobol-modernization">blog</a> post that its Claude Code tool can now quickly and efficiently modernize legacy COBOL programming language-based systems. Anthropic has introduced a range of enhancements to its AI offerings this month, triggering declines in multiple sectors.INTU stock has declined by over 36% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crowd-strike-warns-ai-fueling-faster-cyberattacks-can-spread-in-under-30-minutes/cZRvHsdR4zw">CrowdStrike Warns AI Is Fueling Faster Cyberattacks – They Can Now Spread In Under 30 Minutes</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 The logo of Intuit Inc. is displayed on a smartphone screen on May 18, 2025, in Chongqing, China.

Intuit Stock Rallies Pre-Market Today And There’s An Anthropic Connection 

The two companies will work together to integrate advanced AI capabilities into Intuit’s suite of financial and business tools, creating solutions that simplify workflows.

<ul class="summary-bullets"><li>Based on the current spot silver rate, the total value would be around $7.6 million.&nbsp;&nbsp;</li><li>Silver is seen as a high-conviction, long-duration strategic asset, the Chairman said.</li><li>Last week, Hyperscale Data launched an at-the-market equity offering program to sell up to $35.4 million.</li></ul>Shares of Hyperscale Data, Inc. (GPUS) jumped 7% in pre-market trading on Wednesday, after the AI data center company announced plans to launch a strategic silver reserve program to boost its balance sheet.Hyperscale is targeting the acquisition of up to 100,000 ounces of silver over time as part of a broader treasury strategy, it said. Based on the current spot rate (XAG/USD), the total value would be around $7.6 million.&nbsp;&nbsp;<h2 class="st-heading-2">Gradual Accumulation Strategy</h2>Hyperscale Data expects to fund the purchases with capital on hand and other available liquidity sources. The company said it intends to buy silver gradually through a dollar-cost averaging approach, rather than making a single large purchase.&nbsp;&nbsp;Dollar-cost averaging involves investing a fixed amount at regular intervals, regardless of market conditions. Hyperscale follows a similar strategy in building its Bitcoin holdings. The company said it is confident it can secure suitable storage and security solutions for the reserve.“We view silver as a high-conviction, long-duration strategic asset. Alongside Bitcoin, we believe silver can help fortify our balance sheet over time while preserving optionality for future growth,” said Milton Ault III, Executive Chairman of Hyperscale Data.<h2 class="st-heading-2">$35 Million Fundraising To Buy Bitcoin And Precious Metals</h2>Last week, Hyperscale Data launched an at-the-market equity offering program that allows it to sell up to $35.4 million worth of its 13% Series D Cumulative Redeemable Perpetual Preferred stock from time to time. A majority of the net proceeds is expected to be allocated to acquiring Bitcoin and, potentially, precious metals such as gold, silver, and copper, with the remainder supporting working capital and general corporate needs.As of January 31, 2026, the company reported estimated total assets of about $323 million and net assets of roughly $125 million.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/GPUS">GPUS</a> on Stocktwits remained in the ‘bearish’ zone over the past 24 hours.<img src="https://news.stocktwits-cdn.com/GPUS_jpg_ea08a24d59.webp" alt="GPUS.jpg">One user noted that the high pre-market trading volume did not result in a higher stock price.<stembedurl>https://stocktwits.com/Herm_the_Germ/message/645204435</stembedurl>Another user expects a near-60 % jump in the share price from current levels.<stembedurl>https://stocktwits.com/ABnb15/message/645199536</stembedurl>Year-to-date, the stock is down nearly 9%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-przo-stock-surge-in-pre-market-today/cZR0qncR4v7">Why Did PRZO Stock Surge 15% In Pre-Market Today?</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

This Microcap AI Data Center Stock Saw A Pre-Market Boost – What’s The Silver Link?

Hyperscale said it is targeting the acquisition of up to 100,000 ounces of silver through a dollar-cost-averaging strategy.

Why Is GPUS Microcap AI Data Center Stock Buying Silver?

<ul class="summary-bullets"><li>Applovin CEO Adam Foroughi has highlighted the company’s scale, noting that advertisers spend “well over $11 billion dollars annually” across its network.</li><li>AppLovin’s Axon platform uses machine learning to optimize ad placement in real time.</li><li>The company is scheduled to report its fourth-quarter earnings on February 11.</li></ul>AppLovin Corp. (APP) saw its stock slide sharply on Wednesday, as investor anxiety grew over the arrival of a new artificial intelligence competitor, CloudX, that could change the mobile advertising landscape.&nbsp;The selloff reflects concern that emerging platforms may challenge AppLovin’s established ad tech business.<h2 class="st-heading-2">CloudX Emerges As New Rival</h2>The startup CloudX, co-founded by CEO Jim Payne, has launched an AI-driven advertising platform designed to automate many tasks typically managed by engineers and ad operations teams, potentially streamlining programmatic ad workflows.&nbsp;The startup claims it can handle vast volumes of ad impressions using AI, which has stoked fears among market participants.&nbsp;<a href="https://stocktwits.com/symbol/APP">AppLovin stock</a> traded over 13% lower on Wednesday mid-morning.&nbsp;However, Applovin CEO Adam Foroughi has highlighted the company’s scale, noting that advertisers spend “well over $11 billion dollars annually” across its network. That ecosystem reaches more than one billion daily active users, largely through mobile gaming. The backbone of this strategy is AppLovin’s Axon platform, which uses machine learning to optimize ad placement in real time.<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory while message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_04_114028_png_f626118408.webp" alt="APP’s Sentiment Meter and Message Volume as of 11:15 a.m. ET on Feb. 3, 2026 | Source: Stocktwits" width="934" height="104"><figcaption>APP’s Sentiment Meter and Message Volume as of 11:15 a.m. ET on Feb. 3, 2026 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user suggested ignoring the noise and sees the dip as a major buying opportunity.&nbsp;<stembedurl>https://stocktwits.com/LongLTC/message/643959759</stembedurl>Another user said that CloudX and Google’s Project Genie are not a threat to AppLovin.&nbsp;<stembedurl>https://stocktwits.com/bOta88/message/643958336</stembedurl><h2 class="st-heading-2">Fourth-Quarter Earnings&nbsp;</h2>The company is scheduled to report its fourth-quarter earnings on February 11 and expects revenue in the range of $1.57 billion and $1.6 billion. Analysts see a revenue of $1.61 billion and earnings per share of $2.95.Founded in 2012, AppLovin specializes in mobile advertising technology and software solutions for app developers. Its platform connects advertisers with consumers through programmatic campaigns while enabling app publishers to monetize effectively.&nbsp;APP stock has gained over 4% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/smci-strong-q2-performance-draws-mixed-signals-from-wall-street/cZbjdYfR4Nb">SMCI’s Strong Q2 Performance Draws Mixed Signals From Wall Street — Here’s What Analysts Are Saying</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

APP Stock Falls 13% Following CloudX Launch: Retail Says 'Ignore The Noise'

CloudX, co-founded by CEO Jim Payne, has launched an AI-driven advertising platform that automates many tasks typically handled by engineers and ad operations teams.

<ul class="summary-bullets"><li>Canaccord reduced its price target to $200 from $224, maintaining a ‘Buy’ rating.</li><li>KeyBanc said ServiceNow’s projected organic subscription growth of 18.5% to 19% for 2026 is insufficient to completely ease investor concerns.</li><li>JPMorgan also trimmed its price target and emphasized that the company’s cost-efficiency measures are resonating positively amid challenging market conditions.</li></ul>ServiceNow Inc. (NOW) has seen a flurry of price target adjustments from major Wall Street firms following its fourth-quarter (Q4) earnings.&nbsp;Despite delivering strong fourth-quarter results, the stock’s valuation and growth outlook have prompted cautious guidance from several firms. The company reported a Q4 revenue of $3.568 billion and earnings per share (EPS) of $0.92, both exceeding the analysts’ consensus estimates of $3.529 billion and $0.87, respectively, according to FiscalAI data.&nbsp;<a href="https://stocktwits.com/symbol/NOW">ServiceNow stock</a> traded over 9% lower in Thursday’s premarket.&nbsp;<h2 class="st-heading-2">Analyst Rationale&nbsp;</h2>Canaccord reduced its price target to $200 from $224, maintaining a ‘Buy’ rating. The firm described Q4 as solid, noting that results were comparable or slightly better than the previous quarter, which had already been viewed positively, yet the stock’s recent pullback has made it appear more attractive.Similarly, KeyBanc lowered its price target to $115 from $155, keeping an ‘Overweight’ rating. The firm cited ServiceNow’s projected organic subscription growth of 18.5% to 19% for 2026 as insufficient to completely ease investor concerns, signaling caution despite decent underlying performance.JPMorgan also trimmed its target to $195 from $215, maintaining an ‘Overweight’ stance. The firm highlighted ServiceNow’s Q4 beat and emphasized that the company’s cost-efficiency measures are resonating positively amid challenging market conditions, providing confidence in its operational discipline even during slower-growth periods.<h2 class="st-heading-2">How Are Retail Traders Reacting</h2>On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_29_075359_png_feb5d6f03e.webp" alt="NOW’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Jan. 29, 2026 | Source: Stocktwits" width="924" height="102"><figcaption>NOW’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Jan. 29, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user suggested buying the stock when the price is lower.&nbsp;<stembedurl>https://stocktwits.com/MX_Trader/message/643255992</stembedurl>Another bullish user said that AI will enhance the operations of companies like ServiceNow.&nbsp;<stembedurl>https://stocktwits.com/Ciprian99/message/643254246</stembedurl>NOW stock has declined by over 43% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-q4-earnings-beat-fuels-new-price-target-hikes-on-ai-ad-growth-optimism/cmyiBTzR4KS">Meta Q4 Earnings Beat Fuels New Price Target Hikes On AI, Ad Growth Optimism</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

NOW Stock Falls 9% After Q4 Beat: Why Have Analysts Cut Price Targets?

Canaccord noted that results were comparable or slightly better than the previous quarter, which had already been viewed positively, yet the stock’s recent pullback has made it appear more attractive.

ServiceNow Earnings Beat Fails To Calm Growth Fears, Analysts Cut Price Targets

Canaccord noted that results were comparable or slightly better than the previous quarter, which had already been viewed positively, yet the stock’s recent pullback has made it appear more attractive.


Salesforce Earnings Beat, Offers Upbeat Guidance: ETFs in Focus 

Salesforce tops Q3 earnings and lifts outlook, boosting sentiment for cloud-focused ETFs like IGV, BUL and CLOD as AI and cloud adoption accelerate.

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