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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 amid a deeply polarized community debate following a recent State of the Union address, with supporters praising the speech while critics vehemently dispute its claims, further fueled by ongoing discussions regarding the Epstein files and economic policies like tariffs.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is highly active following a significant Q4 earnings beat driven by accelerating USDC adoption, igniting calls for a short squeeze amidst its high short interest; however, community discussion also highlights ongoing concerns about its valuation, interest rate sensitivity, and the stalled CLARITY Act regarding stablecoin regulation.

Oddity Tech Ltd. engages in the online retail sale of cosmetics and beauty products. Its products include lipsticks, makeup brushes, mascara, eyelash curlers, and makeup brush cleansers. The company was founded by Oran Holtzman and Shiran Holtzman-Erel on March 23, 2013 and is headquartered in Tel Aviv, Israel.

ODDITY Tech Ltd. - Ordinary Shares - Class A

ODDITY Tech is trending as investors grapple with a surprising revenue decline forecast for the upcoming quarter, which overshadows otherwise strong past results and triggers community debate on the company's immediate challenges versus its solid balance sheet and ongoing share repurchase program.

MannKind Corp. is a biopharmaceutical company, which focuses on the development and commercialization of innovative therapeutic products and devices to address serious unmet medical needs for those living with endocrine and orphan lung diseases. Its products and pipeline include Afrezza, Pediatric Afrezza, V-Go, Tyvaso DPI, MNKD-101, MNKD-201, MNKD-301, and MNKD-501. The company was founded by Alfred E. Mann on February 14, 1991 and is headquartered in Danbury, CT.

Mannkind Corp

Mannkind is trending following strong Q4 Tyvaso DPI sales that showed accelerating growth and increased market penetration, with the community eagerly anticipating its upcoming full-year earnings report and potential catalysts like pediatric Afrezza approval. Investors are discussing whether these positive revenue trends and future pipeline developments will overcome historical concerns regarding Afrezza's performance and alleged stock manipulation to drive sustained share price growth.

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 ahead of its pivotal earnings report, fueling intense community debate over whether strong performance will drive new highs or trigger a "sell the news" reaction, with discussions also noting increasing competition in the AI chip sector and recent news regarding China export restrictions.

Hut 8 Corp. operates as a Bitcoin miner that focuses on mining. It provides digital asset mining, hosting, and managed infrastructure operation services. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

Hut 8 is trending due to its pivotal $7 billion AI data center agreement, positioning the company as a key infrastructure provider for hyperscalers rather than solely a crypto miner. The community is actively discussing its strategic shift and robust relative performance, highlighting optimism for its future growth within the high-demand AI sector.

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 experiencing a significant sell-off, driven by weaker-than-expected fiscal year 2027 subscription revenue guidance and broader market fears of AI disruption impacting the enterprise software sector. Despite beating recent earnings, community discussion highlights contrasting views on whether the downturn is an overreaction, particularly as major AI companies like OpenAI and Anthropic reportedly utilize Workday's own software.

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 after its recent financial earnings report showed robust revenue growth from new restaurant openings and spurred analyst price target hikes, despite moderated same-store sales. Community sentiment is sharply divided, with bulls touting its growth story and expansion potential, while bears actively debate its high valuation multiples and tight operating margins compared to industry peers.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

Lumen Technologies is trending following its multi-year growth and cash flow plan, bolstered by a significant debt reduction after its consumer fiber business sale, positioning it as a critical infrastructure backbone for the AI era; the community is keenly discussing its potential as the "AI super highway" ahead of upcoming strategic updates.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending following a robust Q4 earnings beat, achieving GAAP profitability, and increased 2026 guidance, as the community debates its AI disruptor positioning against persistent pressure from a broader software sector sell-off.

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<ul class="summary-bullets"><li>The firm explained that usage tied to both large language models and next-generation AI agents could become a longer-term catalyst.&nbsp;</li><li>William Blair also noted that, beyond AI-specific demand, Fastly secured broader agreements with clients.</li><li>The company posted a fourth-quarter revenue of $172.6 million and adjusted earnings per share of $0.12, both above street estimates.&nbsp;</li></ul>Fastly Inc. (FSLY) received a vote of confidence from William Blair, which raised its rating on the cloud computing and edge platform company, citing increasing demand driven by emerging artificial intelligence applications.The firm upgraded the stock to ‘Outperform’ from ‘Market Perform’ without assigning a specific price target, according to TheFly.&nbsp;The company posted a fourth quarter (Q4) revenue of $172.6 million and adjusted earnings per share (EPS) of $0.12, both surpassing the analysts’ consensus estimates of $161.36 million and $0.06, respectively, according to Fiscal AI data.&nbsp;<a href="https://stocktwits.com/symbol/FSLY">Fastly stock</a> traded over 42% higher in Thursday’s premarket.&nbsp;<h2 class="st-heading-2">AI Demand Still In ‘Infancy,’ Says Analyst</h2>William Blair pointed to a standout quarterly performance fueled in part by expanding activity linked to agent-driven artificial intelligence tools, and added that the contribution from agentic AI “is still in its infancy”.The firm explained that usage tied to both large language models and next-generation AI agents could become a longer-term catalyst. William Blair also said that beyond AI-specific demand, Fastly secured more expansive agreements with clients committing to broader deployments that span content delivery, cybersecurity services, and computing capabilities.<h2 class="st-heading-2">Retail Traders Turn Extremely Bullish&nbsp;</h2>On Stocktwits, retail sentiment around Fastly jumped to ‘extremely bullish’ from ‘neutral’ 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_02_12_063027_png_be6959486a.webp" alt="FSLY’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Feb. 12, 2026 | Source: Stocktwits" width="924" height="99"><figcaption>FSLY’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Feb. 12, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a whopping 1,392% increase in retail messages over a 24-hour period.&nbsp;A bullish Stocktwits user said the stock is ‘undervalued’ and has the potential to grow big.&nbsp;<stembedurl>https://stocktwits.com/Juststartingout14/message/644764805</stembedurl>In 2026, the company expects revenue to be between $700 million and $720 million.FSLY stock has declined by over 7% in the last 13% months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/novo-looks-to-ireland-to-scale-production-of-wegovy-pill-report/cZRT0F6R4rc">Novo Looks To Ireland To Scale Production Of Wegovy Pill: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Employees work at Fastly's office in San Francisco on Friday, July 20, 2018. 

Fastly Surges 42% Pre-Market Today — Agentic AI Traffic 'Still In Infancy', Says William Blair

William Blair upgraded the stock to ‘Outperform’ from ‘Market Perform’ and pointed to a standout quarterly performance.

After A Brutal Year, Fastly Gets An AI Boost – And Retail Is All In 

Equity

William Blair upgraded the stock to ‘Outperform’ from ‘Market Perform’ and pointed to a standout quarterly performance.


<ul class="summary-bullets"><li>CNBC and Wired reported that over 1,400 Salesforce&nbsp;employees signed a letter seeking dissociation with ICE.</li><li>Bosses at Apple and OpenAI, including several other prominent executives, have in&nbsp;recent weeks expressed concerns and called on the government to ease the crackdown on immigrants.</li><li>Salesforce will report Q4 results on Feb. 25.&nbsp;</li></ul>Over 1,400 Salesforce employees have signed off on a letter to CEO Marc Benioff to drop any potential business with the U.S. Immigration and Customs Enforcement agency, CNBC and Wired reported on Tuesday.“We are deeply troubled by recent press reports describing Salesforce pitches of AI technology to U.S. Immigration and Customs Enforcement (ICE) to help the agency ‘expeditiously’ hire 10,000 new agents and vet tip-line reports,” the letter reads.&nbsp;The letter – specifically citing the recent killings of civilians Renee Good and Alex Pretti by ICE agents in Minneapolis,&nbsp;Minnesota, as catalysts – seeks details over the services Salesforce is providing to the ICE and “pause or prohibit infrastructure, AI systems or services that enable ICE operational scale-up.”<h2 class="st-heading-2">Corporations Speak Up Against Immigration Crackdown&nbsp;</h2>The development is only the latest instance of the issue being highlighted in corporate America. Apple CEO Tim Cook and OpenAI boss Sam Altman recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tim-cook-sam-altman-join-corporate-chorus-against-minneapolis-violence/cmyXDirR4iV">expressed concerns</a> to staff over the increasing violence related to Donald Trump’s crackdown on illegal immigrationLast month, more than 60 CEOs signed a statement&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/us/targets-incoming-ceo-calls-minnesota-violence-incredibly-painful-2026-01-26/">calling for&nbsp;</a>de-escalation, while 450 employees from major corporations like Alphabet, Meta, and Salesforce&nbsp;circulated a letter urging their top executives to pressure the White House to withdraw Immigration and Customs Enforcement (ICE) officers from U.S. cities.The letter comes at a difficult time for Salesforce. CRM shares have slid sharply in recent weeks – it is down 27 so far in 2026 – amid&nbsp;a broad sell-off in technology stocks. Investors are&nbsp;concerned that&nbsp;AI models could undermine the growth prospects of software companies, including Salesforce.<h2 class="st-heading-2">Recent News, Upcoming Earnings</h2>Salesforce will report its fourth-quarter results on Feb. 25. Analysts expect revenue to rise by nearly 12% to $11.2 billion and adjusted profit to rise by nearly 10% to $3.05 per share.Dan Ives recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/salesforce-service-now-rejoin-dan-ives-ai-watchlist-after-software-sell-off/cZbHUrwR48C">reinstated</a> Salesforce and ServiceNow to his influential AI-focused stock watchlist, signaling renewed confidence in the companies.Business Insider&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/salesforce-cuts-jobs-executive-changes-2026-2">reported</a> on Tuesday that the company removed 1,000 roles across marketing, product management, data analytics, and the Agentforce AI teams earlier this month. An official statement in this regard hasn’t been released.On Stocktwits, retail sentiment for CRM has been climbing since the start of last week, and was ‘extremely bullish’ as of early Wednesday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wdc-sndk-stx-stocks-lead-memory-chip-dip-despite-soaring-prices-is-ai-rally-stalling/cZb6TSSR4py">WDC, SNDK, STX Stocks Lead Memory Chip Dip Despite Soaring Prices: Is AI Rally Stalling?</a>&nbsp;

Salesforce stock remains down more than 3% this year, weighed down by concerns over high AI-related capital expenditures and slowing sales growth projections.

Salesforce Reckons With Internal Turmoil Over Doing ICE Contracts Weeks Ahead Of Key Q4 Earnings

Employees are asking CEO Marc Benioff to cease any business with the government’s immigration agency. 

CRM Stock In Focus: Salesforce Grapples With ICE Controversy Ahead Of Q4 Earnings

Employees are asking CEO Marc Benioff to cease any business with the government’s immigration agency. 


Dan Ives, managing director at Wedbush Securities, has added Salesforce Inc. (CRM) and ServiceNow Inc. (NOW) to his influential AI-focused stock watchlist, signaling renewed confidence in major software names that recently faced heavy selling.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DivesTech/status/2020823895931314555">post</a> on X, Ives noted that he is restoring Salesforce and ServiceNow to his IVES AI 30 roster after having previously removed them in December.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_09_064748_png_57bdb9c462.webp" alt="Screenshot 2026-02-09 064748.png" width="660" height="247"></figure><h2 class="st-heading-2">Was Software Selloff Overdone?</h2>Ives described the recent sell-off in software as an overreaction that unfairly punished heavyweight software stocks, debunking the notion that the businesses were fundamentally flawed.&nbsp;According to Ives, the recent flurry of AI tools released by companies like Anthropic, aimed at automating high-value work, has sparked fears that software budgets may shrink as AI takes over tasks traditionally handled by enterprise applications.&nbsp;Additionally, solutions like OpenClaw, which operate across operating systems and applications to automate tasks, have raised questions about the future role of software providers. Despite these concerns, Ives believes the sell-off in tech stalwarts is overdone.<h2 class="st-heading-2">The AI List And Tech Rally Prediction&nbsp;</h2>In December, Ives released an&nbsp;updated AI 30 list, removing SoundHound Inc. (SOUN), ServiceNow, and Salesforce, and adding CoreWeave Inc. (CRWV), Iren (IREN), and Shopify Inc. (SHOP).He had also anticipated another year of gains in 2026, projecting that major technology names could climb roughly 20% in 2026 as AI expands into broader commercial uses.&nbsp;<h2 class="st-heading-2">Morgan Stanley Sees Opportunities In Tech Stocks</h2>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-09/morgan-stanley-s-wilson-says-tech-rally-can-run-further-on-ai?srnd=homepage-americas">report</a>, Morgan Stanley strategists say U.S. technology stocks have room to climb further as optimism around artificial intelligence strengthens revenue prospects.&nbsp;The research team, led by Michael Wilson, notes that revenue growth projections for top technology companies have reached “multi-decade highs,” while valuations have eased following recent volatility. At the same time, the downturn in software equities has created “attractive entry points” for investors, cited the report.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-ritr-stock-surge-pre-market-today/cZbHUdFR48U">Why Did RITR Stock Surge 36% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Dan Ives speaks at BTC, ETH and WLD are Friends on September 16, 2025 in Washington, DC.

Salesforce, ServiceNow Rejoin Dan Ives’ AI Watchlist After Software Sell-Off

In a post on X, Ives noted that he is restoring these two stocks to his IVES AI 30 roster after having previously removed them in December.

Should You Invest in the Global X Cloud Computing ETF (CLOU)?

<ul class="summary-bullets"><li>The authorization covers a two-year period spanning fiscal years 2026 and 2027.</li><li>The company expects to fund the buybacks using cash on hand, future operating cash flow, or additional capital raising, including debt or equity-linked instruments.</li><li>Last week, Wix.com launched a new flagship AI website builder, which will be showcased in a Super Bowl LX commercial on February 8.</li></ul>Shares of Wix.com (WIX) gained nearly 7% on Wednesday after the web developer announced that its board of directors approved a new share repurchase program of up to $2 billion.The authorization covers a two-year period spanning fiscal years 2026 and 2027 and allows Wix to repurchase ordinary shares and/or convertible notes. The company said the program is supported by strong cash generation from operations. Under the authorization, repurchases may be carried out through open-market transactions or privately negotiated deals.The company expects to fund the buybacks using cash on hand, future operating cash flow, or additional capital raising, including debt or equity-linked instruments. Wix emphasized that the program does not obligate it to buy back any specific amount of securities and may be suspended or discontinued at any time at the company’s discretion.<h2 class="st-heading-2">Retail Reaction</h2>Despite the sharp pre-market gains, retail sentiment for <a href="https://stocktwits.com/symbol/WIX">WIX</a> on Stocktwits shifted to ‘neutral’ from ‘bullish’ a day earlier, amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Wix_jpg_d481853b53.webp" alt="Wix.jpg" width="924" height="97"><figcaption>WIX's Sentiment Meter and Message Volumes in Premarket on Jan. 28, 2026 | Source: Stocktwits</figcaption></figure>The buyback approval could come as welcome news for the stock, which has been under intense selling pressure, declining nearly 62% over the past year and 16% so far in 2026.However, a user said the ‘drop is creating a potential early buy setup’.<stembedurl>https://stocktwits.com/Information_Master/message/643030207</stembedurl>Another user sees a 50%-100% gain in the stock in 2026.<stembedurl>https://stocktwits.com/Easymoney48/message/642945429</stembedurl>Last week, Wix.com launched Wix Harmony, a new flagship AI website builder that combines AI-driven creation with precise design control. The company also added that it would air a Super Bowl LX commercial focusing on the platform on February 8, 2026. The stock has gained around 15% since then.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-sp500-futures-higher-nvda-meta-asml-alt-tsla-stocks-to-watch/cmyXUQAR4in">Nasdaq, S&amp;P 500 Futures Edge Higher Ahead Of Fed Decision, Mag 7 Earnings Kick Off: Why NVDA, ASML, ALT, AI, UUU Are On Traders' Radar Today</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, the logo of Wix.com Ltd. is displayed on a smartphone screen, with the company's minimalist black-and-white branding visible in the background. (Photo illustration by Cheng Xin/Getty Images)

Why Did WIX Stock Jump 7% In Pre-Market Today?

Shares of Wix.com (WIX) gained nearly 7% on Wednesday after the web developer announced that its board of directors approved a new share repurchase program of up to $2 billion.

The company’s board of directors approved a new share repurchase program of up to $2 billion.

<ul class="summary-bullets"><li>As per analyst William V. Power of Baird, Zoom’s $51 million investment in Anthropic could now be worth between $2 billion and $4 billion, assuming Anthropic’s rumored current valuation of about $350 billion.&nbsp;</li><li>According to a report from the Wall Street Journal earlier this month, Anthropic is planning to raise about $10 billion at a valuation of $350 billion.</li><li>Baird maintained an ‘Outperform’ rating on Zoom’s shares with a price target of $95.</li></ul>Shares of Zoom Video Communications Inc. (ZM) soared nearly 11% on Monday, reaching a 52-week high of $94.83 in mid-day trade and the highest price it has been since closing at $97.44 on Aug. 22, 2022, according to data from Yahoo Finance.According to analyst Baird Equity Research, the market has been focused mostly on the video-call company’s ability to reaccelerate revenue growth and capture AI opportunities gradually.However, "the quieter, hidden gem" for Zoom is likely its $51 million investment in Claude-maker Anthropic in 2023, the analyst told investors in a note, according to TheFly.In May 2023, Zoom made an investment in Anthropic and also partnered with the company to use Claude to build customer-facing AI products.<h2 class="st-heading-2">Analyst Rationale</h2>As per William V. Power of Baird, Zoom’s $51 million investment in Anthropic, that was valued at about $4.5 billion at the time, could now be worth between $2 billion and $4 billion, assuming Anthropic’s rumored current valuation of about $350 billion.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/anthropic-raising-10-billion-at-350-billion-value-62af49f4?mod=article_inline&amp;adobe_mc=MCMID%3D56195001721718271932194188824520077816%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1769449041&amp;_gl=1*ov1zdw*_gcl_au*MzY1MzQyMDc0LjE3NjQ4NDAzNjQ.*_ga*MjQ4MjIzOTU1LjE3NjQ4NDAzNjQ.*_ga_K2H7B9JRSS*czE3Njk0NDYzNjEkbzI5JGcxJHQxNzY5NDQ3MzU0JGo1NyRsMSRoMTcwNzY4MTk1NA..">report</a> from the Wall Street Journal earlier this month, Anthropic is planning to raise about $10 billion at a valuation of $350 billion. The funding will follow a $13 billion investment in Sept. 2025 that valued the company at $183 billion at the time."ZM is literally invested in Anthropic’s Claude success, and as Anthropic IPO rumors accelerate, the investment could become even more meaningful," Baird’s Power said in a research note, according to <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/stock-market-news/zoom-stock-surges-as-baird-highlights-anthropic-investment-value-93CH-5203968">Investing.com</a>.According to the analyst, Zoom reported $406.1 million as gains on strategic investments in the third-quarter (Q3), which Baird says was largely a result of its Anthropic investment. This improved the company’s GAAP earnings per share (EPS) by $1.33 in the quarter.Baird maintained an ‘Outperform’ rating on Zoom’s shares with a price target of $95, the current level at which the stock is trading.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ZM">ZM shares</a> jumped to ‘bullish’ from ‘neutral’ territory in the past 24 hours, and message volumes increased to ‘high’ from ‘normal’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Zoom_sentiment_png_7fd15d4a8d.webp" alt="On Stocktwits, retail sentiment around ZM shares jumped to ‘bullish’ from ‘neutral’ territory in the past 24 hours and message volumes increased to ‘high’ from ‘normal’ levels." width="1281" height="156"></figure>&nbsp;One bullish user noted that video conferencing has become popular on TV as well as in the corporate world, adding that ‘this is an easy call’ for them.<stembedurl>https://stocktwits.com/Monroe53/message/642902165</stembedurl>&nbsp;Shares of ZM have risen over 16% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

8 May 2024, Baden-Württemberg, Rottweil: The Zoom video conferencing app can be seen on the display of a smartphone.

Zoom Stock Soars Almost 11% — What’s The 'Hidden Gem' That Baird Sees?

According to Baird, "the quieter, hidden gem" for Zoom is likely its $51 million investment in Anthropic in 2023, as per the TheFly. 

Can These 3 ETF Losers of 2025 Rebound in 2026?

Can beaten-down cloud ETFs like WCLD, staples ETF FXG, and India ETFs INCO & INQQ stage a rebound in 2026 after a mixed 2025?

<ul class="summary-bullets"><li>Digital Media ARR rose 11.5%, but overall fundamentals and GenAI payoff remain under scrutiny.</li><li>Figma and Canva’s rising adoption threatens Adobe’s dominance of creative tools.</li><li>Analysts see value at current valuations, yet timing for a sentiment rebound is uncertain.</li></ul>Adobe’s reign as the top design firm is no longer guaranteed, with a raft of competitors buffeting it from every side. The topline growth and the bottom line have plateaued in recent quarters despite the company's embrace of artificial intelligence (AI) in a big way. Is the creative juice running dry?<h2 class="st-heading-2">Stuck In Downtrend</h2>The 2025 revenue marked a record, but investors haven’t come around to view Adobe as a “must-have” stock. After a consolidation move early this year,&nbsp;<a href="https://stocktwits.com/symbol/ADBE">Adobe's stock</a> traced a downward trajectory. Although recovering from the Trump tariff bottom in early April, it is once again locked in a broadly downward-trending channel.<img src="https://news.stocktwits-cdn.com/Adobe_YTD_Trajectory_png_f2f388b889.webp" alt="Adobe YTD Trajectory.png">Source: KoyfinAdobe has generated negative stock returns this year, sliding over 22%, underperforming the broader market and the software industry. Its stock, however, did not fare as badly as that of smaller rival Figma, which had a stellar debut on Wall Street in late July,&nbsp;only to slump by more than 66% as the year heads to a close.<img src="https://news.stocktwits-cdn.com/Adobe_YTD_Return_png_23a68159a0.webp" alt="Adobe YTD Return.png">Source: Koyfin<h2 class="st-heading-2">Lackluster Fundamentals&nbsp;</h2>The topline growth has not picked up pace, remaining around 10% since the fourth quarter of 2022, and the bottom line has plateaued since recovering from a sharp dip in the first quarter of last year.<img src="https://news.stocktwits-cdn.com/Adobes_Revenue_Profits_png_10d137eacb.webp" alt="Adobes_Revenue_Profits.png">Source:&nbsp;Fiscal.aiWhile downgrading Adobe’s stock rating to ‘Equal-Weight’ from ‘Overweight’ in late September, Morgan Stanley’s Keith Weiss expressed concerns about the ability to adopt generative AI (GenAI) successfully. The analyst noted that annual recurring revenue (ARR) growth in the Digital Media business, which provides creative software tools such as Photoshop and Illustrator via Creative Cloud, and document solutions such as Adobe Acrobat, diverged directionally from the pace and quality of innovation embedded in the product portfolio.The analyst suggests the variance may stem from direct GenAI monetization lagging initial investor expectations and a sizeable portion of the Adobe ARR base lacking confidence that GenAI advancements are a net positive.&nbsp;The annual results reported Wednesday after the close showed that the company exited 2025 with Digital Media ARR of $19.20 billion, marking 11.5% YoY growth. This business fetches roughly three-fourths of Adobe’s revenue.&nbsp;<img src="https://news.stocktwits-cdn.com/Digital_Media_ARR_png_95295bddda.webp" alt="Digital_Media_ARR.png">CEO Shantanu Narayen, however, sounded upbeat. In a statement, the corporate chief said, “By advancing our innovative generative and agentic platforms and expanding our customer base, we are excited to target double-digit ARR growth in FY2026.”It remains to be seen whether Firefly, Adobe’s creative GenAI models and web apps, which it has integrated across its entire product portfolio, will gain further traction and drive growth. On the earnings call, President of Digital Media Business David Wadhwani said:<blockquote>“We are attracting new creators to Adobe through the Firefly application, which can be purchased through our Firefly Standard, Pro and Premium subscription plans.”</blockquote><h2 class="st-heading-2">Is Figma, Canva Hurting Adobe?</h2>Relatively new entrants such as Figma and Canva are on a roll, bringing in their unique strengths to the design software space. Adobe once attempted to buy Figma for about $20 billion, but then called off the deal due to antitrust concerns. According to the BCG Matrix, Adobe has an estimated 58%&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://matrixbcg.com/blogs/competitors/adobe">share</a> in the creative software industry.But rivals are catching up. Morgan Stanley analyst Elizabeth Porter sees Figma as the “industry standard” in product design software. The analyst highlighted the company’s real-time collaboration platform as its competitive advantage, helping to accelerate the process of turning ideas into digital products.Consolidating workflows and expanding beyond UX designers to developers, marketers, and product managers provides a long runway to increase penetration from 4% currently, in an estimated total addressable market (TAM) of about $26 billion, the analyst said.Still privately held, Canva, though a smaller rival, is seen as a serious emerging threat to Adobe. The company, widely rumored to go public in 2026, relaunched its Affinity creative suite, comprising Photo, Designer, Publisher, as one all-in-one Affinity app that is free for everyone. Canva’s strength is in graphics.&nbsp;An AlphaSense report&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.alpha-sense.com/resources/research-articles/figma-creative-cloud-market/">stated</a> that Figma’s real advantage is its UI/UX design space, which boasts around 80-90% market share, while another report puts the estimate at about 41%.&nbsp;<h2 class="st-heading-2">Retail Views Diverge With Investors</h2>Adobe stock has primarily elicited ‘extremely bullish’ sentiment from among retail traders on the Stocktwits platform this year.<figure class="image"><img style="aspect-ratio:721/438;" src="https://news.stocktwits-cdn.com/ADBE_RS_png_55a6442400.webp" alt="ADBE-RS.png" width="721" height="438"></figure>Morgan Stanley’s Weiss summarized his investment thesis on Adobe in his September note as follows:<blockquote>“While we continue to see a positively skewed risk/reward at these levels…, with ~15x P/E demonstrating compelling value for a core Software franchise, we recognize the lift needed to re-engage sentiment on shares, and with limited confidence in timing that catalyst path, we see cleaner near-term narratives elsewhere in Software and move to the sidelines.”</blockquote>Stifel, which has a ‘Buy’ rating on the stock, said in a recent note that the key overhang has been the belief that AI will be a disruptive force for creative departments, according to a summary on The Fly.But most Wall Street firms hold a bullish stance on Adobe. According to Koying, 25 out of the 40 analysts covering the stock have either a ‘Buy’ or ‘Strong Buy’ rating. While 12 analysts remained on ‘Hold,’ three rated it as a ‘Sell.’ The average price target for the stock ($444.23) implies a 30% upside over the next year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/behind-oracle-s-ai-boom-lies-a-balance-sheet-time-bomb/cLIxGYWREVD">Behind Oracle’s AI Boom Lies A Balance-Sheet Time Bomb: Here Are 3 Red Flags</a>

A sign is posted on the exterior of an Adobe office on December 10, 2025 in San Francisco, California. Software maker Adobe will report fourth-quarter earnings today after the closing bell. 

Adobe Was Once Untouchable — Now AI Upstarts, Stalled Growth And A Figma-Sized Shadow Are Testing Its Creative Empire

 Despite record annual revenue, Adobe faces stalled growth, rising competition from Figma and Canva, and investor doubts about whether its AI bets will reignite momentum.

Adobe’s Creative Crown Slips As Figma, Canva And AI Turbulence Shake Its Mojo

 Despite record annual revenue, Adobe faces stalled growth, rising competition from Figma and Canva, and investor doubts about whether its AI bets will reignite momentum.


<ul class="summary-bullets"><li>The bottom-line result notably exceeded the Fiscal.ai-compiled consensus of $2.17, while the top line was just ahead of the $2.42 billion consensus.&nbsp;</li><li>CEO Carl Eschenbach attributed the solid quarter to the strength and diversity of its business and the momentum seen across its AI portfolio.</li><li>Year-to-date, Workday stock has lost nearly 10%.</li></ul>Workday, Inc. (WDAY) shares slipped over 5% in Wednesday’s early premarket session as investors digested the company’s quarterly results that showed top-line growth roughly in line with estimates and subscription revenue growth that is forecast to slow down.Workday is a cloud-based software-as-a-service (SaaS) company that provides an artificial intelligence (AI)-powered platform for human resource and financial management.Year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/WDAY">Workday stock</a> has lost nearly 10%.<h2 class="st-heading-2">Workday’s Q3 Earnings Snapshot</h2>Pleasanton, California-based Workday reported adjusted earnings per share (EPS) of $2.32 for the third quarter of the fiscal year 2026, and revenue of $2.432 billion, up 12.6% year over year (YoY). The bottom-line result notably exceeded the Fiscal.ai-compiled consensus of $2.17, while the top line was just ahead of the $2.42 billion consensus.&nbsp;The faster pace of repurchases during the quarter also boosted the EPS.&nbsp;Subscription revenue climbed 14.6% to $2.24 billion. The 12-month subscription revenue backlog climbed 17.6% YoY to $8.21 billion, accelerating from the 16.4% increase in the second quarter.CEO Carl Eschenbach said, “Workday delivered another solid quarter, fueled by the strength and diversity of our business and the momentum we're seeing across our AI portfolio.”&nbsp;The company said the quarterly performance was driven by “continued progress across several key growth initiatives.”<h2 class="st-heading-2">Workday’s Outlook</h2>CFO Zane Rowe said, “We now expect fiscal 2026 subscription revenue of $8.828 billion, growth of 14%, and non-GAAP operating margin of approximately 29%."The company guided fourth-quarter subscription revenue to $2.355 billion, up 15.5%, and an adjusted operating margin of at least 28.5%. According to a CNBC report, the consensus estimates for the metrics are at $2.35 billion and 28.7%, respectively.&nbsp;<h2 class="st-heading-2">What Workday Retail Feels About Stock</h2>On Stocktwits, retail sentiment toward the stock stayed ‘extremely bullish’ as of early Wednesday, and the message volume increased to ‘extremely high levels.A bullish user said they were feeling good about the earnings.<stembedurl>https://stocktwits.com/destinyb5/message/637433283</stembedurl>Another user said the stock will likely go much higher as the company offers AI for government and businesses. “Very undervalued, $300 will come quick,” they said.<stembedurl>https://stocktwits.com/Willjohnson_97/message/633028942</stembedurl>According to Koyfin, the average analysts’ price target for Workday stock is $281.44, implying roughly 20% upside from current levels.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-founders-larry-page-sergey-brin-break-into-top-5-richest-list/cL53jxuREgz">Google Founders Larry Page, Sergey Brin Break Into Top 5 Richest List As Alphabet Stock Basks In AI Glory</a>

Workday logo is displayed on the screen of an iPad.

 Workday Slips Premarket On Cooling Subscription Growth — Retail Bulls Call The Stock ‘Undervalued’

According to Koyfin, the average analysts’ price target for Workday stock is $281.44, implying roughly 20% upside from current levels. 

<ul class="summary-bullets"><li>Founder and CEO Eric Yuan said the company is building on its vision as an AI-first platform.</li><li>The online monthly churn remained steady year over year (YoY) at 2.7%.&nbsp;</li><li>The Zoom stream on Stocktwits saw a 2,800% increase in 24-hour message volume leading up to late Monday.</li></ul>Video-conferencing app provider Zoom Communications, Inc.’s (ZM) stock climbed more than 3.5% in Monday’s extended trading following a beat-and-raise third-quarter. The company also announced a $1 billion increase to its stock repurchase authorization.<a href="https://stocktwits.com/symbol/ZM">Zoom stock,</a> which once traded at nearly $600 on its credentials as a COVID-19 play, has now notably pulled back from its all-time highs. The stock is down almost 4% year to date.<h2 class="st-heading-2">Zoom’s Q3 Snapshot</h2>San Jose, California-based Zoom reported adjusted earnings per share (EPS) of $1.52 and revenue of $1.23 billion for the third quarter of fiscal year 2026, up from $1.38 and $1.18 billion reported for the year-ago quarter.&nbsp;The results exceeded the Fiscal.ai-compiled consensus estimates of $1.40 and $1.217 billion, respectively.Founder and CEO Eric Yuan said the company is building on its vision as an artificial intelligence (AI)-first platform. “Our disciplined approach is fueling top-line growth, stellar profitability, and lower dilution, helping us turn AI innovation into real, lasting value for customers and shareholders."Among user metrics, Zoom ended the quarter with 4,363 customers contributing more than $100,000 in trailing 12-month (TTM) revenue, up 9%. The net dollar expansion rate for enterprise customers was 98% on a TTM basis, and online monthly churn remained steady year over year (YoY) at 2.7%.&nbsp;<h2 class="st-heading-2">Zoom’s Outlook</h2>The company expects fourth-quarter adjusted EPS of $1.48-$1.49 and revenue of $1.230 billion to $1.235 billion, versus the consensus estimates of $1.46 and $1.236 billion, respectively.&nbsp;It raised its full-year adjusted EPS outlook to $5.95-$5.97 from $5.81-$5.84. The company also upped its revenue guidance to $4.852 billion to $4.857 billion $4.817 billion to $4.827 billion.<h2 class="st-heading-2">What Retail Feels About Zoom Stock</h2>On Stocktwits, retail sentiment toward Zoom stock strengthened to ‘extremely bearish’ as of late Monday, from ‘bearish’ a day ago. Retail buzz increased to ‘extremely high’ levels. The 24-hour message volume change leading up to late Monday was over 2,800%.A bullish user called on fellow retailers to be patient with Zoom stock and said it would rise another 7% from $81.50 in the near term.<stembedurl>https://stocktwits.com/FallingKnifeVictim/message/637349390</stembedurl>Another user lauded the ‘beat-and-raise’ quarter and the $1 billion additional stock buyback. “Call center segment is really coming alive. Still looking for $90-$95 by EOY on a very reasonable P/E multiple,” they said.<stembedurl>https://stocktwits.com/Gamut_Cam/message/637336193</stembedurl>According to Koyfin, the average analysts’ price target for Zoom stock is $93.04, implying nearly 20% upside from Monday’s closing level.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/walmart-robotics-vendor-symbotic-s-stock-rocketed-nearly-15-after-hours-here-s-why/cL522d6REXc">Walmart Robotics Vendor Symbotic’s Stock Rocketed Nearly 15% After-Hours — Here’s Why</a>

The Zoom logo is on display at the International Broadcasting Convention (IBC2025) on September 12, 2025 in Amsterdam, Netherlands. 

Zoom Stock Jumps 3% After Hours Following Beat-And-Raise Q3, Retail Traders Tune In

Zoom retail traders turned markedly upbeat as the company highlighted its “top-line growth, stellar profitability, and lower dilution.”

Global X Funds - Global X Cloud Computing ETF

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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?

Current Price	$18.56
Prev Close	$18.11
Open	$18.05
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50-Day Moving Average	$21.29
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Avg. Volume	169,181.00
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52-Week High	$24.32
52-Week Low	$17.73
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